NYSE:NOC
NYSE:NOCAerospace & Defense

How New Missile and Radar Contracts Will Impact Northrop Grumman (NOC) Investors

Northrop Grumman recently secured a sole-source contract worth up to US$100,000,000 to advance the Stand-in Attack Weapon and AARGM‑ER missile programs through 2034, while also rolling out extended‑range software upgrades for its G/ATOR radar and supplying CEESIM systems for fifth‑generation fighter testing. Together, these wins reinforce Northrop Grumman’s role in high‑end missile, radar, and electronic warfare infrastructure that underpins long‑term U.S. and allied defense...
NasdaqGS:APP
NasdaqGS:APPSoftware

AI Ad Tech Rollout and Analyst Support Could Be A Game Changer For AppLovin (APP)

Earlier this month, AppLovin presented at the UBS Global Technology and AI Conference in Arizona and the Nasdaq Investor Conference in London, where management outlined the continuing rollout of its AI-powered ad tech and self-serve tools across gaming and e-commerce advertisers. These events, alongside upbeat commentary from multiple Wall Street analysts and a recent credit rating upgrade, underscored growing confidence in AppLovin’s ability to scale its AXON platform and broaden its...
NYSE:AWK
NYSE:AWKWater Utilities

Is American Water Works (AWK) Undervalued After Its Recent Steady Share Price Climb?

American Water Works Company (AWK) has quietly edged higher over the past week, adding about 2% and extending modest gains for the month, even as the past 3 months remain slightly negative. See our latest analysis for American Water Works Company. Zooming out, that steady 7 day share price return sits alongside a year to date share price gain of 6.2%, while the 1 year total shareholder return of 4.0% shows momentum tentatively rebuilding after a weak multi year picture. If American Water...
NasdaqGS:ENSG
NasdaqGS:ENSGHealthcare

What Ensign Group (ENSG)'s Triple Net Lease-Fueled Nursing Home Expansion Means For Shareholders

In early December 2025, The Ensign Group expanded its footprint by acquiring four skilled nursing facilities across Colorado, Kansas, and Arizona, bringing its portfolio to 373 healthcare operations in 17 states and 156 owned real estate assets through its Standard Bearer Healthcare REIT subsidiary. Beyond adding beds and new markets, the transactions highlight Ensign’s continued use of long-term triple net leases and its integrated operating-and-REIT model, a structure that many investors...
NYSE:VZ
NYSE:VZTelecom

Is Verizon’s CEO Shift, Major Layoffs, and Steady Dividend Altering The Investment Case For Verizon (VZ)?

Earlier this month, Verizon Communications appointed former PayPal CEO Dan Schulman as its new chief executive, launched its largest-ever layoffs exceeding 13,000 roles, and on December 4 affirmed a quarterly dividend of US$0.69 per share payable on February 2, 2026. By cutting headcount to redirect cash toward AI, customer service, and network investments while maintaining its long-running dividend growth, Verizon is signaling a reset in how it balances shareholder income with reinvestment...
NasdaqGS:IBKR
NasdaqGS:IBKRCapital Markets

Interactive Brokers (IBKR): Has the Recent Pullback Opened a Valuation Opportunity?

Why Interactive Brokers Group Has Caught Investors Attention Interactive Brokers Group (IBKR) has quietly pulled back about 12% over the past month, even after delivering steady revenue and double digit net income growth, a setup that naturally raises valuation questions. See our latest analysis for Interactive Brokers Group. That recent 11.8% one month share price pullback sits awkwardly next to a 40.6% year to date share price return and a hefty 275.3% three year total shareholder return,...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Tesla (TSLA) Valuation Check After Morgan Stanley Downgrade and Mixed EV, AI and Energy Signals

Morgan Stanley’s downgrade of Tesla (TSLA) is colliding with weaker U.S. sales and rising competition at the same time that investors are getting excited about progress in Full Self Driving and Tesla’s fast growing energy storage business. See our latest analysis for Tesla. Tesla’s share price has shrugged off much of the EV gloom, with a 30 day share price return of 14.17% and year to date gain of 21.01%. The three year total shareholder return of 205.50% shows that long term momentum,...
NYSEAM:UEC
NYSEAM:UECOil and Gas

Uranium Energy (UEC) Is Down 6.1% After Launching US Uranium Refining Arm Amid Q1 Losses - What's Changed

In December 2025, Uranium Energy Corp. reported a first-quarter net loss of US$10.34 million with no revenue, while advancing uranium production projects in Wyoming and Texas and launching United States Uranium Refining & Conversion Corp to add UF6 conversion capabilities. This move positions Uranium Energy as the only U.S. supplier spanning uranium mining through to planned UF6 production, tightly aligning its business with American energy security and potential federal uranium reserve...
NYSE:S
NYSE:SSoftware

Assessing SentinelOne (S) Valuation as Purple AI Momentum and $1B ARR Shift Focus Beyond Endpoint Security

SentinelOne (S) has landed squarely in the spotlight after crossing $1 billion in annual recurring revenue and showcasing its Purple AI driven platform in high profile breach investigations, giving investors fresh reasons to revisit the stock. See our latest analysis for SentinelOne. Despite the excitement around its AI platform and high profile breach work, SentinelOne’s 1 year total shareholder return of around negative 37% and year to date share price return of roughly negative 33% show...
NYSE:LMT
NYSE:LMTAerospace & Defense

Is Lockheed Martin’s New NGI Plant Quietly Redefining Its Defense Tech Edge And Margins (LMT)?

Lockheed Martin recently reported that construction of its 88,000-square-foot Missile Assembly Building-5 in Courtland, Alabama, to support Next Generation Interceptor production is nearing completion, with operations targeted for early 2026 as part of a broader investment in U.S. homeland missile defense infrastructure. This purpose-built, “born digital” NGI facility highlights how Lockheed Martin is weaving advanced digital engineering and scalable manufacturing into missile defense,...