NYSE:COUR
NYSE:COURConsumer Services

Is Andrew Ng’s India AI Upskilling Push Quietly Reframing Coursera’s (COUR) Long-Term Platform Ambition?

In recent days, comments from Coursera co-founder Andrew Ng about the urgent need for AI upskilling in India highlighted risks of job disruption amid rapid AI adoption. His warning also underscored a potential opening for online education platforms like Coursera as enterprises and workers seek scalable AI training and governance solutions. We will explore how Ng’s emphasis on large-scale AI upskilling in India influences Coursera’s investment narrative and perceived long-term positioning...
NasdaqGS:RXRX
NasdaqGS:RXRXBiotechs

Is Recursion (RXRX) Turning Nvidia-Backed AI Hype Into a Durable Drug Discovery Advantage?

Recent commentary on Recursion Pharmaceuticals has highlighted its AI-driven drug discovery platform, including the BioHive-2 supercomputer and the Recursion OS, alongside its collaboration with Nvidia and a cash runway that management indicates extends through 2027. Analyst optimism and insider share purchases have reinforced investor attention on Recursion’s attempt to fuse biology, automation, and advanced computing into a differentiated approach to pharmaceutical development. Against...
NasdaqGS:FLEX
NasdaqGS:FLEXElectronic

A Look At Flex (FLEX) Valuation After Tariff Relief Lifts Trade Sentiment

Flex (FLEX) drew attention after the U.S. administration suspended planned tariffs on European allies, easing fears of a trade conflict as positive commentary on trade relations coincided with a 4.1% intraday share move. See our latest analysis for Flex. That tariff relief comes after a strong run for investors, with Flex’s 1-year total shareholder return of 47.59% and a very large 5-year total shareholder return of 381.73% contrasting with a flatter 30-day share price return of 1.54% and...
NYSE:ELAN
NYSE:ELANPharmaceuticals

Elanco Animal Health (ELAN) Valuation Check After Analyst Upgrades And New Product Approvals

Elanco Animal Health (ELAN) is back on investors’ radar after a cluster of analyst upgrades and fresh regulatory approvals, including USDA clearance for Befrena and conditional FDA approval for Credelio Quattro. See our latest analysis for Elanco Animal Health. Those approvals and analyst upgrades have arrived alongside a clear upswing in market sentiment, with a recent 12.1% 1 month share price return and a very large 1 year total shareholder return that together point to building momentum...
NYSE:AI
NYSE:AISoftware

C3.ai’s FedRAMP Win Tests Turnaround Hopes In Government AI Markets

C3.ai (NYSE:AI) has secured FedRAMP authorization for its AI platform, approving it for use in sensitive U.S. federal government environments. The company has won new contracts with the U.S. Army to develop AI driven logistics capabilities. C3.ai also gained a contract with the Department of Health and Human Services to build a unified data foundation for health related initiatives. C3.ai is pushing deeper into the federal market at a time when its share price, recently at $12.97, reflects...
NasdaqGS:FFIN
NasdaqGS:FFINBanks

Does Stronger Earnings And Lower Net Charge-Offs Change The Bull Case For First Financial Bankshares (FFIN)?

First Financial Bankshares, Inc. reported its full-year 2025 results on January 22, 2026, with net interest income rising to US$500.89 million and net income reaching US$253.58 million, alongside higher basic and diluted earnings per share from continuing operations of US$1.77 versus US$1.56 a year earlier. The bank also disclosed that fourth-quarter 2025 net charge-offs fell to US$0.391 million from US$1.94 million in the prior-year quarter, pointing to improved credit quality that could be...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Will AI-Focused Machine Vision Expectations and 2026 Guidance Shift Cognex's (CGNX) Automation Narrative?

Cognex has recently attracted renewed attention as investors focus on its AI-enabled machine vision and automation offerings ahead of its February 2026 earnings report, while broader enthusiasm for technology and semiconductor names has been supported by eased US-European trade tensions. An interesting angle is how expectations for AI software adoption and capital spending guidance have become central to how investors assess Cognex’s longer-term automation role. We’ll now examine how this...
NasdaqGS:ALHC
NasdaqGS:ALHCHealthcare

Is Alignment Healthcare (ALHC) Pricing Justified After 62% One Year Share Price Gain

If you are trying to figure out whether Alignment Healthcare is fairly priced or not, starting with what the current market is implying can help you frame that question clearly. The stock recently closed at US$23.61, with returns of 4.9% over 7 days, 20.9% over 30 days, 16.8% year to date and 62.0% over the past year. These figures may influence how investors think about its growth potential and risk. Recent news flow around Alignment Healthcare has largely focused on its position in the US...
NYSE:CNS
NYSE:CNSCapital Markets

Cohen & Steers (CNS) Valuation Check After Q4 Revenue Growth And Lower Net Income

Cohen & Steers (CNS) just posted its Q4 2025 results, reporting revenue of US$143.8 million and net income of US$34.88 million. These figures have quickly sharpened investor focus on the stock. See our latest analysis for Cohen & Steers. The Q4 2025 earnings release comes after a mixed year for the stock, with a 30 day share price return of 8.74% and a 1 year total shareholder return decline of 20.43%, suggesting recent momentum has picked up even as longer term performance remains weaker. If...
NasdaqGS:PZZA
NasdaqGS:PZZAHospitality

Assessing Papa John’s (PZZA) Valuation After Flat Revenues And Missed EBITDA Guidance

Papa John's International (PZZA) has been under pressure after reporting flat year on year revenue and missing full year EBITDA guidance, prompting investors to reassess the stock following a 12.2% share price decline. See our latest analysis for Papa John's International. The recent sell off sits within a much weaker backdrop, with a 90 day share price return of 32.1% decline and a 3 year total shareholder return of 52.3% decline. This suggests momentum has been fading as investors reassess...
NasdaqGS:OPEN
NasdaqGS:OPENReal Estate

Should SRx Health’s Stake and New Housing Policy Tailwinds Require Action From Opendoor Technologies (OPEN) Investors?

In recent days, SRx Health Solutions disclosed that it acquired a position in Opendoor Technologies, while President Trump issued an executive order aimed at limiting large institutional purchases of single-family homes to support affordability. Together with easing US mortgage rates, this combination of a new institutional investor and a policy backdrop focused on individual homebuyers has sharpened attention on whether Opendoor’s iBuyer model can translate improved housing conditions into...
NasdaqCM:ZENA
NasdaqCM:ZENASoftware

ZenaTech (ZENA) Is Up 21.8% After Quantum-Enabled Drone Platform Reveal Has The Bull Case Changed?

ZenaTech recently launched its ZenaDrone IQ Quad, an autonomous VTOL AI drone aimed at land surveying, construction and urban planning, while progressing a proprietary quantum computing platform to process complex drone-generated data for U.S. defense and government applications. This combination of a purpose-built surveying drone and an in-house quantum analytics initiative highlights ZenaTech’s push toward a vertically integrated Drone as a Service offering with specialized defense and...