NasdaqCM:VKTX
NasdaqCM:VKTXBiotechs

What Viking Therapeutics (VKTX)'s New Maintenance Study for VK2735 Means for Shareholders

Viking Therapeutics recently announced the initiation of a Phase 1 exploratory maintenance dosing study for VK2735, its dual GLP-1/GIP agonist, to evaluate both oral and subcutaneous dosing regimens for obesity treatment in adults. This progress marks a meaningful advancement within Viking's obesity pipeline, as the study explores strategies for sustaining weight loss beyond initial treatment phases. We'll examine how this new maintenance dosing study could strengthen Viking's investment...
NYSE:LMT
NYSE:LMTAerospace & Defense

Lockheed Martin (LMT): Examining Valuation After Strong Q3 Results, Record Backlog, and Dividend Hike

Lockheed Martin (LMT) made headlines after reporting third-quarter results that highlighted solid performance across all its major business arms. The company’s strong operational showing led to record backlog levels, higher sales, and an increased full-year forecast. See our latest analysis for Lockheed Martin. Lockheed Martin’s year has included fresh multi-billion dollar contract wins, a record backlog, and a 5% dividend boost, all reinforcing its position as a cornerstone of the defense...
NYSE:MTZ
NYSE:MTZConstruction

Will Analyst Upgrades and Booming Revenue Shift MasTec’s (MTZ) Investment Narrative?

In recent days, a series of analyst upgrades and positive outlooks have emerged for MasTec, highlighting renewed optimism around the company's core business segments and momentum in its Telecom and Pipeline divisions. This wave of upward revisions follows the company's report of nearly 20% year-over-year revenue growth that surpassed market expectations. The latest analyst sentiment points to increasing confidence in MasTec's ability to execute on growth opportunities across North America's...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Coupang (NYSE:CPNG): Assessing Valuation After Recent Share Price Pause and Strong Year-to-Date Gains

Coupang (NYSE:CPNG) recently caught attention following noticeable movement in its stock performance. Investors seem to be weighing the company’s current trajectory after its shares dipped slightly over the past month, even though the company has reported strong gains so far this year. See our latest analysis for Coupang. Even with a recent pause in momentum, Coupang’s 1-year total shareholder return stands at an impressive 25.82 percent, and its share price is still up 41 percent...
NYSE:POST
NYSE:POSTFood

Post Holdings (POST): How Recent Layoffs and Governance Changes Shape Its Current Valuation

Post Holdings (POST) has announced two significant developments this month, drawing investor attention to its operational plans and governance approach. The company is proceeding with permanent layoffs at its Sparks facility, and it is also updating its bylaws to enhance shareholder rights. See our latest analysis for Post Holdings. Shares of Post Holdings have been treading water this year, with a -5.4% share price return year-to-date and a -4.5% total shareholder return over the past twelve...
NasdaqGS:RGLD
NasdaqGS:RGLDMetals and Mining

Royal Gold (RGLD): Evaluating Valuation After Strong Rally and Recent Pullback

Royal Gold (RGLD) has been drawing attention lately thanks to fresh momentum in its stock performance. Investors are weighing recent gains and strong trailing returns as they consider whether there is still upside for this gold streaming leader. See our latest analysis for Royal Gold. Royal Gold’s share price has charged higher this year, rallying more than 37% year-to-date, though it recently cooled off with a notable pullback. Even after this dip, the company’s longer-term record remains...
NasdaqGM:SITM
NasdaqGM:SITMSemiconductor

SiTime (SITM): Evaluating Valuation After Ganesh Moorthy Joins Board

SiTime (SITM) just announced a board shake-up, as respected semiconductor veteran Ganesh Moorthy steps in following Tom Yiu’s resignation. Leadership transitions of this nature often spark curiosity about a company’s future direction and strategy. See our latest analysis for SiTime. The latest change in SiTime’s board comes on the heels of a strong run for shareholders. Notably, the company’s share price has surged nearly 46% over the past three months, and its one-year total shareholder...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

Is Samsung and Google's XR Headset Launch Shifting the Investment Case for Qualcomm (QCOM)?

Earlier this week, Samsung and Google announced the launch of the Galaxy XR mixed reality headset, featuring advanced passthrough vision, eye-tracking, hand tracking, and integration with Google's Gemini AI assistant as they aim to compete with Meta in the smart glasses arena. The debut of the Galaxy XR spotlights increasing momentum in the wearable and mixed reality market, an area closely tied to Qualcomm's core technology as a key component supplier for next-generation devices. We'll...
NYSE:CNS
NYSE:CNSCapital Markets

Cohen & Steers (CNS) Earnings Show Profit Growth but Can Margins Keep Expanding?

Cohen & Steers, Inc. reported its third quarter 2025 results last week, posting revenue of US$141.72 million and net income of US$41.71 million, both up from the prior year period. An interesting insight is that the company's basic and diluted earnings per share from continuing operations improved for both the quarter and the nine-month period, reflecting growth in profitability. We'll explore how this earnings growth supports Cohen & Steers' outlook for sustainable revenue and margin...
NasdaqGS:MRX
NasdaqGS:MRXCapital Markets

Marex Group (NasdaqGS:MRX) Valuation in Focus After Lawsuits Raise Financial Transparency Concerns

Several class action lawsuits have recently been filed against Marex Group (NasdaqGS:MRX). Plaintiffs allege that the company engaged in off-book intercompany transactions and failed to fully disclose financial inconsistencies, raising fresh concerns about its reported results. See our latest analysis for Marex Group. Following a year that saw Marex Group's 1-year total shareholder return reach nearly 28%, momentum has clearly shifted with the share price falling over 20% in the last 90 days...
NYSE:SOLV
NYSE:SOLVMedical Equipment

A Look at Solventum’s (SOLV) Valuation After Leadership Changes Reshape Commercial Strategy

Solventum (SOLV) has just named Heather Knight as its Chief Commercial Officer, bringing over 30 years of MedTech leadership to the table. Investors are watching closely, as this appointment signals potential shifts in commercial strategy. See our latest analysis for Solventum. Solventum’s recent leadership shake-up comes after an eventful year. While the company’s year-to-date share price return sits at 10.6%, total shareholder return for the past year has barely budged, suggesting recent...
NYSE:SAM
NYSE:SAMBeverage

Exploring Boston Beer Company (SAM) Valuation as Shares Show Recent Weakness

Boston Beer Company (SAM) stock has slipped slightly over the past week, sparking conversations among investors curious about its current valuation. The stock continues to trade well below its highs from the past year. See our latest analysis for Boston Beer Company. Boston Beer Company's share price has seen renewed pressure in recent months, with a year-to-date share price return of -27.3% highlighting lingering investor caution despite some pockets of short-term recovery. The total...
NasdaqGS:SNPS
NasdaqGS:SNPSSoftware

How Synopsys' (SNPS) Tata Technologies Collaboration Could Influence the Software-Defined Mobility Opportunity

Earlier this month, Tata Technologies announced a collaboration with Synopsys to accelerate software-defined mobility by combining Tata's vehicle engineering expertise with Synopsys' virtualization solutions for automotive electronics digital twins, engaging with several major OEMs across Europe, North America, and India. This partnership positions Synopsys at the forefront of next-generation automotive technology, addressing OEMs' increasing need for advanced tools to manage the complexity...
NYSE:ESAB
NYSE:ESABMachinery

Expanded Credit Facilities Could Be a Game Changer for ESAB (ESAB)

On October 16, 2025, ESAB Corporation finalized an amended and restated credit agreement, introducing a new US$350 million senior term loan facility and a new US$1.05 billion revolving credit facility, replacing and expanding their previous arrangements with Bank of America as administrative agent. This refinancing increases ESAB’s financial flexibility, offering expanded access to capital for working capital needs and future corporate initiatives, which could enable greater agility in...
NasdaqGS:WTW
NasdaqGS:WTWInsurance

Willis Towers Watson (WTW): Assessing Valuation After the Launch of Advanced Radar 5 Insurance Platform

Willis Towers Watson (WTW) has just launched Radar 5, an upgraded platform for insurance analytics and pricing that brings Generative AI and streamlined cloud capabilities to insurers. The move highlights WTW's continued push toward digital transformation in insurance. See our latest analysis for Willis Towers Watson. WTW shares have shown solid momentum this year, as investors increasingly recognize the company’s technology upgrades and partnerships, such as the recent HealthMAPS®...
NYSE:CRL
NYSE:CRLLife Sciences

A Fresh Look at Charles River Laboratories (CRL) Valuation Following Recent Share Price Momentum

Charles River Laboratories International (CRL) stock has shown steady gains over the past month, returning 21%. Investors are watching recent momentum as the company posts annual revenue and net income growth in its latest financial update. See our latest analysis for Charles River Laboratories International. The recent momentum in Charles River Laboratories International’s shares has grabbed attention, with a 1-month share price return of 21.2% and a solid 7-day gain that signals renewed...
NasdaqCM:BTDR
NasdaqCM:BTDRSoftware

A Look at Bitdeer Technologies Group’s (BTDR) Valuation Following Its Strategic Push Into AI Data Centers

Bitdeer Technologies Group (BTDR) is making waves after announcing its move into AI data center operations. The company is expanding beyond its roots in bitcoin mining. Analysts are watching as Bitdeer aims to ramp up revenue and margins through this transition. See our latest analysis for Bitdeer Technologies Group. Bitdeer’s update comes on the heels of a remarkable 188.7% total shareholder return over the past year, reflecting just how strongly investors are responding to the company’s...
NasdaqGS:ONB
NasdaqGS:ONBBanks

How Early Results and Credit Reassurances at Old National Bancorp (ONB) Have Changed Its Investment Story

Earlier this week, Old National Bancorp announced it will report quarterly results ahead of schedule as regional banks issued reassurances about their stable loan portfolios following recent concerns over a potential credit crisis. Analyst expectations for a very large year-on-year revenue increase at Old National Bancorp are drawing added attention as improved sentiment around regional bank stability emerges. We'll explore how reassuring commentary on credit quality from Old National...
NasdaqGS:INMD
NasdaqGS:INMDMedical Equipment

InMode (INMD): Is There More Value to Uncover After Shares Rebound 9% This Month?

InMode (INMD) shares have held steady lately, trading at $16.01 at the last close. Over the past month, the stock has moved up by 9%, reflecting growing interest among investors as they weigh recent performance trends. See our latest analysis for InMode. While InMode shares have gained nearly 9% over the past month, momentum is just beginning to build after a tough stretch. The current share price of $16.01 leaves the one-year total shareholder return at -13%, reminding investors that the...
NYSE:UNH
NYSE:UNHHealthcare

Where Does UnitedHealth Go Next After a 34% Drop and Recent Rebound?

If you’re holding shares of UnitedHealth Group or just thinking about jumping in, it’s easy to wonder where the stock is headed next. After a turbulent stretch, UnitedHealth has recently picked up some steam, climbing 1.5% in the last week and 8.5% across the past month. Still, looking at the chart over the past year tells a more dramatic story: the stock is down over 34% in the last 12 months and almost 28% in the last three years, reflecting a mix of changing investor sentiment and the...