NYSE:RMD
NYSE:RMDMedical Equipment

What ResMed (RMD)'s Earnings Beat and Completed Buyback Means For Shareholders

In late January 2026, ResMed reported past fiscal second-quarter results showing sales of US$1,422.81 million and net income of US$392.59 million, alongside a US$0.60 per-share quarterly dividend and completion of a long-running share repurchase program totaling US$1.19 billion. The combination of double-digit revenue and earnings per share growth, strong demand for masks and digital health software, and ongoing capital returns underscored management’s focus on both business expansion and...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Should Wall Street’s AI Optimism Around Datadog’s Observability Platform Require Action From Datadog (DDOG) Investors?

In recent weeks, multiple research firms including Stifel, TD Cowen, Guggenheim, Bernstein, and Scotiabank have reiterated positive views on Datadog, highlighting expectations for robust quarterly results and strong demand for its observability platform. Analysts are also emphasizing Datadog’s growing AI observability capabilities and expanding customer adoption as key reasons for their constructive outlook on the company’s business momentum. Next, we’ll examine how this optimism around...
NYSE:LMND
NYSE:LMNDInsurance

Assessing Lemonade’s Valuation As Tesla FSD Insurance Launch Highlights Its AI-Led Growth Story

Why Lemonade’s Tesla FSD insurance launch matters Lemonade (LMND) has launched Lemonade Autonomous Car insurance, a product built for self-driving vehicles that initially targets Tesla Full Self-Driving users with roughly 50% lower per-mile rates when FSD is engaged. See our latest analysis for Lemonade. The Tesla FSD insurance launch lands after a strong run, with a 90 day share price return of 40.93% and a very large 3 year total shareholder return of 372.39%. This comes even as the 7...
NasdaqGS:SRPT
NasdaqGS:SRPTBiotechs

Sarepta’s Elevidys Data Reshapes Duchenne Risk Profile For Long-Term Investors

Sarepta Therapeutics reported positive three year Phase 3 EMBARK results for Elevidys in Duchenne muscular dystrophy. The data show sustained efficacy, a slowdown in disease progression, and no new safety issues in ambulatory patients. The FDA has updated the Elevidys label to broaden its approved use based on these results. Sarepta Therapeutics (NasdaqGS:SRPT) is drawing attention after these EMBARK results, especially given its current share price of $20.34. The stock has seen a 1 year...
NYSE:AXP
NYSE:AXPConsumer Finance

American Express (AXP) Quarterly Profit Drop Tests Bullish Earnings Growth Narrative

How American Express' Latest Numbers Set the Stage for the Next Chapter American Express (AXP) closed out FY 2025 with fourth quarter revenue of US$17.6 billion and basic EPS of US$3.54, while trailing twelve month revenue reached US$67.0 billion and EPS came in at US$15.40. Over the past six quarters, the company has seen quarterly revenue move from US$15.3 billion in Q3 2024 to US$17.6 billion in Q4 2025, with basic EPS ranging from US$3.49 to US$4.14 across that period, and trailing net...
NasdaqGS:TROW
NasdaqGS:TROWCapital Markets

Is T. Rowe Price (TROW) Using Active ETFs To Redefine Its Long‑Term Innovation Story?

In late January 2026, T. Rowe Price launched the T. Rowe Price Innovation Leaders ETF (ticker: TNXT) on NASDAQ, an actively managed fund with a 0.49% net expense ratio that targets innovation-focused companies across sectors including technology, healthcare, and financials. This ETF, co-managed by senior leaders from T. Rowe Price’s Multi-Asset Division, expands the firm’s active ETF lineup to 31 funds, underscoring an emphasis on research-driven, tax-efficient vehicles that trade throughout...
NYSE:PHM
NYSE:PHMConsumer Durables

PulteGroup (PHM) Valuation Check After Mixed Q4 Results And Strong Cash Generation

PulteGroup (PHM) shares moved higher after the company reported mixed fourth quarter results, as a revenue beat and strong free cash flow margin appeared more important to investors than weaker earnings and backlog trends. See our latest analysis for PulteGroup. The latest move comes after a steady run, with a 30 day share price return of 5.06% and a 1 year total shareholder return of 10.82%. The 3 year total shareholder return of 117.86% points to momentum that has been building over a...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Assessing Alphabet (NasdaqGS:GOOGL) Valuation As Gemini 3 And AI Momentum Shape Expectations For Q4 Results

Recent optimism around Alphabet (GOOGL) has centered on Gemini 3, rising demand for its Tensor Processing Units, and solid Google Cloud momentum, all ahead of the company’s upcoming fourth quarter earnings release. See our latest analysis for Alphabet. Alphabet’s recent story sits on top of a strong run, with a 30 day share price return of 7.25% and a 90 day gain of 19.13%, while the 1 year total shareholder return of 66.32% and 3 year total shareholder return of about 3.3x reflect how...
NasdaqGS:ETOR
NasdaqGS:ETORCapital Markets

A Look At eToro Group (NasdaqGS:ETOR) Valuation As New Regulatory Shifts Challenge Zero Commission Models

Regulatory shifts put eToro Group (NasdaqGS:ETOR) under the spotlight Upcoming rules such as DORA, MiFID II changes, and a Payment-for-Order-Flow ban are drawing attention to how eToro Group (NasdaqGS:ETOR) might adjust its zero-commission model and broader brokerage economics. See our latest analysis for eToro Group. Against this regulatory backdrop, eToro Group’s recent share price return has been weak, with the stock at $29.4 and a 30 day share price return of a 17.6% decline that extends...
NasdaqGS:MU
NasdaqGS:MUSemiconductor

What Micron Technology (MU)'s US$24 Billion Singapore NAND Fab Expansion Means For Shareholders

Micron Technology has broken ground on an advanced wafer fabrication facility within its existing NAND complex in Singapore, a roughly US$24.00 billion, 10-year project expected to add 700,000 square feet of cleanroom space and begin wafer output in the second half of 2028. This double-story fab deepens Singapore’s role as Micron’s NAND Center of Excellence, co-locating R&D and manufacturing to support long-term AI- and data-driven storage demand while creating about 1,600 highly skilled...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

Texas Instruments Data Center Surge Meets Premium Valuation And Recovery Hopes

Texas Instruments reported a 70% year over year surge in data center orders, turning a smaller segment into a key business driver. Management plans to report data center as a separate business line going forward, highlighting its growing importance. The company issued its first sequential revenue growth guidance in 16 years, pointing to a potential cyclical recovery for its core markets. For investors watching NasdaqGS:TXN, this shift comes with the stock at $215.55 and solid recent...
NasdaqGS:CMCSA
NasdaqGS:CMCSATelecom

Comcast (CMCSA) Valuation Check After Q4 Earnings Beat And Mixed Broadband And Media Trends

Comcast (CMCSA) just delivered an adjusted earnings beat for the fourth quarter, with record wireless growth, strong theme park performance, and ongoing Peacock subscriber additions helping offset pressure in its broadband business. See our latest analysis for Comcast. The share price has reacted positively to the latest earnings, with a 1-day share price return of 1.74% and a 90-day share price return of 10.27% pointing to building short term momentum, even as the 1-year total shareholder...
NYSE:SE
NYSE:SEMultiline Retail

Has The Recent Pullback In Sea (SE) Opened Up A Fresh Valuation Opportunity

For investors considering whether Sea at around US$116 still offers value, or whether most of the opportunity is already priced in, this article focuses squarely on what you are getting for the current share price. The stock has seen a 6.6% decline over the last 7 days, an 11.4% decline over the last 30 days, and is also down 11.4% year to date, while the 3 year return sits at 65.3% and the 5 year return at a 54.6% decline. This naturally raises questions about how risk and potential reward...
NYSE:STEL
NYSE:STELBanks

Stellar Bancorp (STEL) Valuation Check After Strong Recent Share Price Momentum

What Stellar Bancorp’s Recent Share Performance Tells You Stellar Bancorp (STEL) has recently drawn investor interest after a solid run in its share price over the past month and past 3 months, prompting a closer look at the Houston based bank’s fundamentals. See our latest analysis for Stellar Bancorp. At a share price of $37.14, Stellar Bancorp has seen strong recent momentum, with a 30 day share price return of 20.74% and a 1 year total shareholder return of 33.34%. This may hint that...
NYSE:UAA
NYSE:UAALuxury

Under Armour (UAA) Valuation Check As Earnings Optimism And Analyst Interest Build

Under Armour (UAA) is back in focus as traders look ahead to its upcoming quarterly earnings report, with recent analyst commentary and fresh coverage helping to put the stock under a brighter spotlight. See our latest analysis for Under Armour. Under Armour shares have seen a sharp short term rebound, with a 30 day share price return of 16.64% and a 90 day share price return of 35.01%. However, the 1 year total shareholder return of 26.11% and 5 year total shareholder return of 70.19% remain...
NYSE:BDX
NYSE:BDXMedical Equipment

Assessing Becton Dickinson (BDX) Valuation As Sustainability Partnership Advances Circular Economy Goals

Becton Dickinson (BDX) is drawing fresh attention after partnering with Envetec Sustainable Technologies to show that polystyrene Petri dishes and other polymers can be disinfected, processed and reused in the medical device supply chain. See our latest analysis for Becton Dickinson. These sustainability and product updates arrive at a time when Becton Dickinson’s short term price momentum has picked up, with a 90 day share price return of 14.77% and a 1 year total shareholder return decline...
NYSE:NUVB
NYSE:NUVBPharmaceuticals

A Look At Nuvation Bio (NUVB) Valuation After Recent Share Price Volatility

What recent performance suggests about Nuvation Bio (NUVB) Nuvation Bio (NUVB) has drawn attention after a 38.9% decline over the past month, contrasting with a modest gain over the past 3 months and a much stronger move across the past year. This combination of shorter term weakness and longer term strength is prompting some investors to reassess how the company’s clinical stage oncology pipeline and current valuation fit into their broader biotech exposure. See our latest analysis for...
NasdaqGS:CTBI
NasdaqGS:CTBIBanks

Assessing Community Trust Bancorp (CTBI) Valuation After Strong Earnings And Dividend Affirmation

Dividend affirmation and earnings put the focus on CTBI Community Trust Bancorp (CTBI) recently affirmed a quarterly cash dividend of $0.53 per share, following fourth quarter and full year 2025 results that showed higher net interest income and net income versus the prior year. See our latest analysis for Community Trust Bancorp. The recent dividend affirmation and the latest earnings update have come alongside firm momentum in the shares, with a 30-day share price return of 9.37% and a...
NasdaqGS:STX
NasdaqGS:STXTech

A Look At Seagate Technology Holdings (STX) Valuation After Strong Q2 2026 Earnings And AI Data Center Momentum

Seagate Technology Holdings (STX) is back in focus after a standout fiscal Q2 2026, with higher revenue, wider margins and strong AI driven data center demand, followed by upbeat guidance and broad analyst support. See our latest analysis for Seagate Technology Holdings. The latest move has come after a sharp run, with a 41.79% 30 day share price return and a 53.53% 90 day share price return. The 1 year total shareholder return is very large, and recent earnings, guidance, dividend...
NasdaqGS:CHKP
NasdaqGS:CHKPSoftware

Check Point’s NASCAR Cybersecurity Push and AI Threat Report Might Change The Case For Investing In CHKP

In late January 2026, Check Point Software Technologies announced a new cybersecurity partnership and associate sponsorship with NASCAR team Hendrick Motorsports, alongside the release of its 14th annual Cyber Security Report highlighting AI-driven threat escalation. Together, the high-profile motorsports collaboration and data-rich report spotlight how Check Point’s platforms are being applied in complex, high-performance, data-intensive environments. Next, we’ll examine how this...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Does Amazon.com (AMZN) Share Price Reflect Its Cloud And Advertising Growth Potential?

How Amazon.com’s Recent Moves Set Up a Valuation Deep-Dive With Amazon.com’s stock often in the spotlight, you might be asking whether its current price fairly reflects the company’s strengths and risks, or if the market is missing something. Over the last week the share price return was 0.1%, while the 30 day return sits at 5.7%, and the 1 year return is 0.7% against a much stronger 3 year return of 131.5% and a 5 year return of 42.8%. Recent performance therefore looks very different...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

A Look At BWX Technologies (BWXT) Valuation After New Uranium Enrichment Facility Milestone

BWX Technologies (BWXT) has drawn investor attention after opening its Centrifuge Manufacturing Development Facility in Oak Ridge, Tennessee. The facility is a key step in a $1.5b NNSA backed uranium enrichment program. See our latest analysis for BWX Technologies. The new centrifuge facility comes as BWX Technologies’ share price sits at US$205.43, with a 30 day share price return of 12.97% but a 90 day share price decline of 4.83%. The 1 year total shareholder return of 83.32% and 5 year...
NYSE:BBY
NYSE:BBYSpecialty Retail

Is Best Buy (BBY) Pricing Look Attractive After Prolonged Share Price Weakness

If you are wondering whether Best Buy's current share price really reflects its value, you are not alone. This article is built to help you frame that question clearly. With the stock at US$65.10 after a 2.9% decline over the past week, a 5.9% decline over the last month, and a 20.1% decline over the past year, many investors are reassessing what that means for both risk and potential opportunity. Recent coverage has focused on how Best Buy is positioned as consumer spending patterns shift,...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Intel Foundry Talks With Apple And Nvidia Feed Long Term Turnaround Hopes

Apple and Nvidia are reportedly in talks to use Intel's U.S. foundry services for advanced chip production starting around 2028. The discussions focus on Intel's manufacturing and advanced packaging capabilities as an external foundry partner. The potential deals would reinforce U.S. based semiconductor manufacturing capacity and widen customer options beyond existing foundry providers. Intel (NasdaqGS: INTC) is drawing fresh attention as a potential foundry partner for top-tier chip...