NasdaqGS:HSIC
NasdaqGS:HSICHealthcare

Henry Schein (HSIC) Valuation Check After Recent Share Price Momentum

Why Henry Schein Is on Investors’ Radar Today Henry Schein (HSIC) has drawn fresh attention after recent share price moves, with the stock last closing at US$78.08. For investors, the key question is how this price lines up with the company’s fundamentals. See our latest analysis for Henry Schein. Recent trading has been mixed, with a 2.39% 1 day share price return and a 23.98% 90 day share price return. The 1 year total shareholder return of 8.82% and 3 year total shareholder return of a...
NYSE:MTH
NYSE:MTHConsumer Durables

Meritage Homes (MTH) Is Up 14.5% After Trump Mortgage-Bond Plan Aims To Lower Rates – Has The Bull Case Changed?

Earlier this week, the Trump administration announced a mortgage-bond buying plan intended to push mortgage rates lower by roughly offsetting the Federal Reserve’s monthly runoff of mortgage-backed securities. For Meritage Homes, a builder focused on new single-family housing, any sustained easing in mortgage costs could meaningfully influence buyer affordability and order activity ahead of its January 28 fourth-quarter results release. We’ll now examine how the administration’s push for...
NasdaqGS:SSNC
NasdaqGS:SSNCProfessional Services

Should SS&C’s Deeper PensionBee Integration Reframe How Investors View SSNC’s Retirement Infrastructure Edge?

In January 2026, PensionBee and SS&C Technologies Holdings expanded their partnership, allowing customers using SS&C's RolloverCentral platform to move old 401(k) accounts directly into PensionBee IRAs through a secure, automated process that removes paperwork and manual checks. This move highlights SS&C’s role as a core infrastructure provider in retirement account transfers, embedding its technology more deeply into the US roll‑over ecosystem. We’ll now consider how embedding SS&C’s...
NYSE:M
NYSE:MMultiline Retail

Is It Too Late To Consider Macy's (M) After A 63% One Year Surge?

We look at whether Macy's at around US$21.57 still offers value after a strong run, or whether most of the easy gains may already be behind it. The stock has pulled back with a 9.1% decline over the last 7 days and a 6.7% decline over the last 30 days, while the 1-year return is 63.0% and the 5-year return is 108.3%. Recent headlines around Macy's have focused on its role as a major US department store and ongoing interest from investors who are watching how traditional retailers are...
NYSE:BKU
NYSE:BKUBanks

What BankUnited (BKU)'s New Raymond James Outperform Rating Amid Mixed Consensus Means For Shareholders

In recent days, Raymond James initiated coverage on BankUnited with an Outperform rating, joining a flurry of analyst updates and reaffirmed views from other brokerage firms. Amid this increased analyst attention, the stock now sits between differing viewpoints, with individual firms growing more positive even as the broader consensus remains cautious. Next, we’ll examine how this new Raymond James Outperform initiation and broader analyst reappraisal could reshape BankUnited’s existing...
NasdaqGM:SMMT
NasdaqGM:SMMTBiotechs

Is Summit Therapeutics (SMMT) Building a Durable Oncology Combination Platform With Ivonescimab’s Expanding Reach?

Summit Therapeutics has submitted a Biologics License Application to the FDA for ivonescimab plus chemotherapy in EGFR‑mutated non-squamous non-small cell lung cancer and separately entered a clinical trial collaboration with GSK to test ivonescimab with GSK’s B7‑H3 antibody-drug conjugate across several solid tumors, including small cell lung cancer. Together, these steps deepen ivonescimab’s clinical footprint across lung and other solid tumors, positioning Summit as a more central player...
NYSE:FIGS
NYSE:FIGSLuxury

Is FIGS (FIGS) Still Attractive After A 101% One Year Share Price Surge

If you are wondering whether FIGS shares still offer value after a strong run, this article walks through how the current price lines up against different valuation checks. FIGS recently closed at US$12.33, with returns of 4.5% over 7 days, 4.1% over 30 days, 8.3% year to date, and 101.5% over the last year, which can change how investors think about both opportunity and risk. Recent coverage has focused on FIGS as a branded healthcare apparel company listed on the NYSE. Investors are paying...
NYSE:FHN
NYSE:FHNBanks

First Horizon (FHN) Margin Improvement Reinforces Earnings Stability Narrative

First Horizon (FHN) just closed out FY 2025 with fourth quarter revenue of US$888 million and basic EPS of US$0.52, capping a twelve month run that produced US$3.36 billion in revenue and basic EPS of US$1.89. Over that period, revenue moved from US$3.04 billion to US$3.36 billion and basic EPS went from US$1.37 to US$1.89. Trailing net income reached US$956 million, giving investors a set of results anchored by thicker profit margins and a clearer earnings profile to weigh against future...
NasdaqGM:KYMR
NasdaqGM:KYMRBiotechs

Is Kymera Therapeutics (KYMR) Turning Its Immunology Pipeline Into a Durable Platform Advantage?

Kymera Therapeutics has outlined past and upcoming milestones across its oral immunology pipeline, including launching the BREADTH Phase 2b trial of KT-621 in eosinophilic asthma and reporting earlier positive Phase 1b data in atopic dermatitis. The company’s expanded clinical agenda, together with progress on partnered programs such as the IRAK4 degrader with Sanofi and an option-based collaboration with Gilead, highlights growing external interest in its targeted protein degradation...
NasdaqGS:BSVN
NasdaqGS:BSVNBanks

Bank7 (BSVN) Net Margin Eases To 45% Testing Bullish Efficiency Narrative

Bank7 (BSVN) has wrapped up FY 2025 with fourth quarter total revenue of US$24.1 million and basic EPS of US$1.14, while trailing twelve month revenue came in at US$95.7 million with EPS of US$4.56. Over the past year, the bank has seen revenue move from US$97.4 million to US$95.7 million on a trailing basis, with EPS shifting from US$4.92 to US$4.56. With a trailing net profit margin of 45% compared with 46.9% a year earlier, investors are likely to focus on how resilient those margins look...
NYSE:GENI
NYSE:GENIHospitality

Should Wall Street’s Praise of GENI’s Media Strategy Refocus the Genius Sports (GENI) Investment Debate?

In recent days, multiple research firms including Benchmark, Wells Fargo, and Truist Financial have issued upbeat coverage on Genius Sports, emphasizing its operating leverage, media monetization approach, and long-term revenue and cash flow ambitions. This wave of positive attention underscores how Genius Sports’ data partnerships and advertising-focused media strategy have become central to its long-term business case. Building on this new analyst optimism around Genius Sports’ media...
NYSE:CI
NYSE:CIHealthcare

Cigna Group (CI) Valuation Check After Recent Mixed Share Price Performance

How Cigna Group Stock Has Been Performing Recently Cigna Group (CI) has seen mixed share performance recently, with a 2.6% gain over the past day but a small decline over the past week and the past 3 months. Over the past month the stock has been broadly flat, and year to date it is close to unchanged, with a slight negative total return. Over the past year, total return is just under 1%. See our latest analysis for Cigna Group. With the share price at $277.94, Cigna Group’s recent 1 day...
NYSE:GS
NYSE:GSCapital Markets

Goldman Sachs Group (GS) Earnings Rebound And 27.4% Margin Test Moderate Growth Narratives

Goldman Sachs FY 2025 Earnings Snapshot Goldman Sachs (GS) closed out FY 2025 with fourth quarter revenue of US$15.6 billion and basic EPS of US$14.27 on net income of US$4.4 billion, setting the tone for how investors are reading the latest numbers. Over the past six reported quarters, the bank has seen quarterly revenue move from US$12.3 billion in Q3 2024 to US$13.5 billion in Q4 2024 and then to US$15.6 billion in Q4 2025, while basic EPS shifted from US$8.52 to US$12.14 to US$14.27 over...
NYSE:KTB
NYSE:KTBLuxury

Is Lee’s Goody Hairbrush Launch Quietly Redefining Kontoor Brands’ (KTB) Lifestyle Expansion Strategy?

On 13 January 2026, Goody announced a limited-edition Lee-branded collection of 20 denim-inspired hairbrushes and accessories, Lee's first entry into the hair and beauty market, sold exclusively through Walmart, Walmart.com and Lee.com at prices between US$5.94 and US$12.94. The collaboration highlights how Kontoor Brands is testing Lee's brand power beyond denim apparel into adjacent lifestyle categories, potentially broadening consumer reach and reinforcing its accessories footprint. Next,...
NYSE:LYB
NYSE:LYBChemicals

A Look At LyondellBasell (LYB) Valuation After Recent Share Price Rebound And Recycling Expansion Plans

Recent performance snapshot LyondellBasell Industries (LYB) has caught investor attention after a one-month return of 18.4% and a three-month gain of 10.2%, contrasting with a one-year total return decline of 27.1%. See our latest analysis for LyondellBasell Industries. The recent 18.4% 1 month share price return and 14.6% year to date share price return contrast sharply with a 27.1% 1 year total shareholder return decline. This suggests that shorter term momentum has picked up even as longer...
NasdaqGM:NTLA
NasdaqGM:NTLABiotechs

A Look At Intellia Therapeutics (NTLA) Valuation After ARK’s Added Stake And J.P. Morgan Conference Spotlight

Intellia Therapeutics (NTLA) is back in focus after ARK Investment added 40,000 shares to its position, just as the gene editing company prepares to present at the 44th Annual J.P. Morgan Healthcare Conference. See our latest analysis for Intellia Therapeutics. That renewed interest comes after a volatile stretch for Intellia, with the share price at $12.02 and a 30 day share price return of 31.51% and 7 day return of 18.66%, contrasting with a 90 day share price return decline of 51.75% and...
NYSE:ESI
NYSE:ESIChemicals

Assessing Element Solutions (ESI) Valuation After UBS Price Target Increase And Broad Analyst Support

UBS analyst Joshua Spector’s decision to keep a positive rating on Element Solutions (ESI) while lifting his expectations has put fresh attention on the specialty chemicals group, as investors reassess its recent share performance and fundamentals. See our latest analysis for Element Solutions. Those analyst calls are landing at a time when momentum in the shares has already been firm, with a 1 month share price return of 15.08% and a year to date share price return of 13.26%. Together, these...
NYSE:DFH
NYSE:DFHConsumer Durables

A Look At Dream Finders Homes (DFH) Valuation Following Recent Share Price Strength

Why Dream Finders Homes Is On Investors’ Radar Today Dream Finders Homes (DFH) has drawn fresh investor attention after a recent move in its share price, with the stock closing at US$20.30. That shift is prompting a closer look at its fundamentals and recent returns. See our latest analysis for Dream Finders Homes. The recent 3.3% 1-day share price return and 15.1% 7-day share price return come after a weaker 90-day share price return of 13.1%. The 3-year total shareholder return of 95.2%...
NYSE:LLY
NYSE:LLYPharmaceuticals

Is It Too Late To Consider Eli Lilly (LLY) After The GLP 1 Weight Loss Boom?

If you are wondering whether Eli Lilly's share price still reflects fair value after a strong multi year run, you are not alone. The stock closed at US$1,032.97, with returns of 37.4% over 1 year, more than 200% over 3 years and a very large gain over 5 years. However, the year to date move of a 4.4% decline and recent 7 day and 30 day declines of 4.8% and 2.0% hint at shifting sentiment. Recent news around Eli Lilly has focused on its position in weight loss and diabetes treatments, along...
NYSE:SPOT
NYSE:SPOTEntertainment

Is Spotify (SPOT) Pricing Look Attractive After Recent Pullback And Mixed Valuation Signals

If you are wondering whether Spotify Technology's current share price lines up with its true worth, you are not alone. This article focuses squarely on what the numbers suggest about value. The stock recently closed at US$508.04, with returns of 3.6% over 1 year, a very large gain across 3 years, 45.9% over 5 years, and short term pullbacks of 8.2% over 7 days, 12.3% over 30 days and 11.6% year to date that may have shifted how investors see its risk and opportunity. These moves come as...
NasdaqGS:ZION
NasdaqGS:ZIONBanks

Assessing Zions Bancorporation (ZION) Valuation After Recent Share Price Momentum And Growth Narrative

Zions Bancorporation National Association (ZION) has attracted investor interest after recent trading, with the stock last closing at $59.51. That price now sits against a backdrop of mixed shorter term and longer term return figures. See our latest analysis for Zions Bancorporation National Association. That recent 1 day share price return of 1.22% comes after a strong 90 day share price return of 19.81%, while the 1 year total shareholder return of 7.43% points to steadier progress over...
NYSE:LOW
NYSE:LOWSpecialty Retail

Do Analyst Upgrades Signal a Turning Point in Lowe’s (LOW) Pro and Digital Strategy?

In recent days, Lowe's Companies received a rating upgrade from Gordon Haskett's Chuck Grom to Buy, following an earlier upgrade from Barclays' Seth Sigman to Overweight, while insider filings showed continued share sales by CEO Marvin Ellison over the past year. Together, the analyst upgrades and generally constructive Wall Street commentary on Lowe's operational improvements, Pro contractor growth, and digital platform enhancements have stood out against a backdrop of cautious housing...
NYSE:TOL
NYSE:TOLConsumer Durables

Toll Brothers (TOL) Valuation Check As New Luxury Community Launches Support Growth Narrative

Toll Brothers (TOL) is back in focus after a series of new community launches across Southern California, Arizona, the Southeast, and the Pacific Northwest, paired with supportive analyst commentary on demand from active adult and move-up buyers. See our latest analysis for Toll Brothers. Those steady new community launches and the planned CEO transition are occurring during a period of rising momentum, with the share price at $149.04 after a 9.9% year to date share price return and a 5 year...
NYSE:CWEN.A
NYSE:CWEN.ARenewable Energy

A Look At Clearway Energy (CWEN.A) Valuation After New Long Term Google Power Agreements

Clearway Energy (CWEN.A) is back on investors’ radar after its affiliate Clearway Energy Group signed three long term PPAs with Google, covering 1.17 GW of carbon free projects across Missouri, Texas, and West Virginia. See our latest analysis for Clearway Energy. The Google PPA announcement lands at a time when momentum around Clearway Energy’s shares has been building, with a 1 day share price return of 6.62% and a 90 day share price return of 11.22%, while the 1 year total shareholder...