NasdaqCM:CORT
NasdaqCM:CORTPharmaceuticals

Why Corcept Therapeutics (CORT) Is Up 8.4% After Mixed Q3 Results And Insider Share Sale

In the past few days, Corcept Therapeutics reported third-quarter 2025 earnings per share of US$0.16, surpassing analyst expectations even as revenue fell short, and CEO Joseph K. Belanoff sold 40,000 shares under a pre-arranged trading plan. Analyst H.C. Wainwright reaffirmed a positive view on Corcept, emphasizing longer-term growth potential despite current commercial headwinds for flagship drug Korlym, which contrasts with the mixed quarterly revenue outcome. With earnings beating...
NasdaqGM:EH
NasdaqGM:EHAerospace & Defense

Does Bangkok Pilotless Flights Milestone With Regulator Onboard Change The Bull Case For EHang (EH)?

EHang Holdings Limited reported third-quarter 2025 sales of CNY 92.47 million with a wider net loss of CNY 82.16 million, while maintaining its full-year 2025 revenue guidance of around CNY 500 million. A separate milestone came from Bangkok, where EHang’s EH216-S completed high-profile urban human-carrying flights under Thailand’s AAM Sandbox Initiative, with the Thai civil aviation chief personally experiencing the pilotless aircraft. We’ll now examine how this Bangkok urban flight...
NasdaqGS:JBLU
NasdaqGS:JBLUAirlines

JetBlue (JBLU): Is the Recent Share Price Bounce Enough to Change Its Valuation Story?

JetBlue Airways (JBLU) has quietly bounced in the past month, even as its year to date performance remains weak. That gap between short term momentum and longer term pain is what investors are trying to make sense of. See our latest analysis for JetBlue Airways. That recent 1 month share price return of about 8 percent looks more like a relief rally than a full trend change, given JetBlue’s year to date share price loss of roughly 36 percent and a 1 year total shareholder return still firmly...
NasdaqGM:VERA
NasdaqGM:VERABiotechs

Assessing Vera Therapeutics (VERA) Valuation After Adding Industry Veteran James R. Meyers to Its Board

Vera Therapeutics (VERA) just added industry veteran James R. Meyers to its Board, a move that immediately sharpens the story around how this clinical stage biotech plans to commercialize its pipeline. See our latest analysis for Vera Therapeutics. That backdrop helps explain why investors have been leaning in, with the stock delivering an 85.6% 30 day share price return and a 172.6% three year total shareholder return, even though the 1 year total shareholder return is still slightly...
NYSE:NRG
NYSE:NRGElectric Utilities

NRG Energy (NRG): Reassessing Valuation After Strong Q3, Data Center Expansion, and LS Power Deal Progress

NRG Energy (NRG) is back in the spotlight after a busy stretch, combining strong third quarter results, rapid data center power expansion, and steady progress on its planned LS Power acquisition. See our latest analysis for NRG Energy. Despite a choppy past month, with a 30 day share price return of minus 5.51 percent and a one day drop to 163 dollars on profit taking, NRG’s 90 day share price gain of 10.31 percent and hefty year to date share price return of 75.74 percent show that momentum...
NYSE:IT
NYSE:ITIT

Gartner (IT): Reassessing Valuation After Cautious Guidance and Rising AI-Driven Contract Risks

Gartner (IT) is under pressure after issuing cautious guidance that highlighted a new risk: some clients are trimming contracts as they experiment with AI tools instead of Gartner’s traditional research services. See our latest analysis for Gartner. The cautious guidance has arrived after a tough stretch for investors, with a year to date share price return of around negative 52 percent and a one year total shareholder return of roughly negative 56 percent. This signals that sentiment and...
NYSE:HL
NYSE:HLMetals and Mining

Did Nevada High‑Grade Discoveries and Low‑Capex Restart Potential Just Shift Hecla Mining's (HL) Investment Narrative?

In late November 2025, Hecla Mining reported strong exploration results at its Midas Project in Nevada, highlighted by new high‑grade gold discoveries and the potential for a low-capital restart using its existing 1,200 tpd mill and largely unused tailings facility. The company also advanced its broader Nevada footprint, with the Aurora project gaining FAST-41 Transparency status and the Polaris exploration plan moving forward, together enhancing the optionality of Hecla’s permitted mills in...
NYSE:OKE
NYSE:OKEOil and Gas

ONEOK (OKE): Weighing Valuation After a Recent Share Price Rebound

ONEOK (OKE) has quietly outperformed the broader energy space over the past month, with the stock up about 12% and roughly 7% in the past 3 months, despite a weak year to date. See our latest analysis for ONEOK. That recent strength sits against a tougher backdrop, with the share price at $76.34 after a weak year to date share price return but still supported by a solid multi year total shareholder return, suggesting momentum in sentiment may be turning upward again. If ONEOK’s rebound has...
NasdaqGS:OMCL
NasdaqGS:OMCLMedical Equipment

Reassessing Omnicell (OMCL) Valuation After Recent Share Price Momentum

Omnicell (OMCL) has quietly put together a stronger stretch of performance, with the stock up about 11% over the past week and roughly 25% in the past 3 months, despite a weak year. See our latest analysis for Omnicell. That recent 1 week and 3 month share price momentum looks more like a reset in sentiment than a random bounce. The share price is still down on a year to date basis and the 1 year total shareholder return remains negative, so investors are cautiously re-rating the story rather...
NYSE:CNH
NYSE:CNHMachinery

Did CNH’s New Autonomy Partnerships Just Shift CNH Industrial's (CNH) Investment Narrative?

In late November 2025, Cyient Limited announced it had renewed and expanded its partnership with CNH’s construction equipment segment to scale advanced perception and automation systems across multiple vehicle platforms, while CHC Navigation entered a separate agreement to supply high-precision guidance for CNH’s FP FleetPro precision agriculture retrofit kits. Together, these collaborations deepen CNH Industrial’s push into autonomy and precision guidance, enhancing its ability to offer...
NYSE:NVT
NYSE:NVTElectrical

Upgraded AI Infrastructure Outlook Could Be A Game Changer For nVent Electric (NVT)

In recent months, nVent Electric raised its full-year 2025 outlook, now guiding to 31–33% revenue growth and adjusted EPS of US$3.31–US$3.33, following stronger-than-expected third-quarter results driven by data center and power utility demand. The company’s expansion in liquid cooling capacity and its addition to NVIDIA’s partner network in the past year highlight its deepening role in AI-focused electrical infrastructure solutions. We’ll now examine how nVent’s upgraded guidance and...
NasdaqGS:JAMF
NasdaqGS:JAMFSoftware

Jamf (JAMF) Valuation Check After Flat Week and Recent 90-Day Share Price Rebound

Jamf Holding (JAMF) has been drifting quietly, with shares roughly flat over the past week but still well below their past year levels, which sets up an interesting value conversation. See our latest analysis for Jamf Holding. That quiet week sits in the shadow of a much tougher stretch, with the share price at $12.97 still reflecting a negative year to date share price return and a weak multi year total shareholder return, even after a strong 90 day share price rebound that hints momentum...
NYSE:FCPT
NYSE:FCPTSpecialized REITs

Four Corners Property Trust (FCPT): Assessing Valuation After a Recent Share Price Slide and Weak Total Returns

Four Corners Property Trust (FCPT) has quietly drifted lower this year, even as its rental income and net income keep growing at a healthy clip. This sets up an interesting risk reward trade off for income focused investors. See our latest analysis for Four Corners Property Trust. That recent slide to a share price of $23.08, with a year to date share price return of negative 13.91 percent and a one year total shareholder return of negative 16.54 percent, suggests momentum has been fading...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

How Investors May Respond To Meta Platforms (META) Dividend Hike And Shift From Metaverse To AI

In recent days, Meta Platforms’ board declared a quarterly cash dividend of US$0.525 per share, payable on December 23, 2025 to shareholders of record on December 15, 2025, while also announcing substantial cuts to Reality Labs’ metaverse budget and heavier investment in artificial intelligence and AI wearables, including the acquisition of startup Limitless and the launch of its Segment Anything Model 3. These moves signal a shift away from long-running metaverse losses toward AI-driven...
NYSE:CCI
NYSE:CCISpecialized REITs

How Investors May Respond To Crown Castle (CCI) Beating Forecasts While Advancing Its US$8.5 Billion Fiber Sale

Crown Castle recently reported quarterly results that topped analyst expectations for revenue and adjusted funds from operations, even as site rental revenues faced pressure and year-over-year declines. At the same time, the company confirmed that its planned US$8.50 billion fiber segment sale remains on track under new leadership, potentially reshaping its infrastructure mix and capital priorities. We’ll now explore how the progressing US$8.50 billion fiber sale could influence Crown...
NYSE:SJM
NYSE:SJMFood

Is Smucker’s Sharper 2026 Guidance And Completed Buyback Altering The Investment Case For J. M. Smucker (SJM)?

The J. M. Smucker Company recently reported past second-quarter 2026 results, with net sales rising to US$2,330.1 million and net income improving to US$241.3 million, alongside stronger earnings per share from continuing operations. Alongside these results, management tightened its full-year 2026 net sales growth outlook and confirmed completion of a long-running share repurchase program totaling about US$4.31 billion, signaling a clearer stance on both growth expectations and capital...
NYSE:AFG
NYSE:AFGInsurance

Should American Financial Group’s New 5 Million Share Buyback Plan (AFG) Require Action From Investors?

On December 3, 2025, American Financial Group announced that its board approved a new share repurchase program authorizing buybacks of up to 5,000,000 common shares, replacing the existing plan and running through December 31, 2030. The long-dated authorization gives AFG considerable flexibility to adjust capital returns over time, signaling management’s confidence in the business and balance sheet strength. Next, we’ll examine how this extended 5,000,000-share repurchase authorization could...
NasdaqGS:BUSE
NasdaqGS:BUSEBanks

The Bull Case For First Busey (BUSE) Could Change Following Expanded Buybacks And New CFO - Learn Why

First Busey Corporation recently expanded its share repurchase program, authorizing buybacks of up to 5,454,275 common shares with no set expiration, while also reporting insider purchases of its Series B preferred depositary shares and appointing Christopher H.M. Chan as Chief Financial Officer for both the company and Busey Bank. The enlarged, open-ended buyback authorization highlights management’s confidence in the company’s intrinsic value and provides additional flexibility in how...
NYSE:AI
NYSE:AISoftware

Will HHS Agentic AI Win and Rising Federal Bookings Change C3.ai’s (AI) Growth Narrative?

In the past few days, C3.ai reported fiscal Q2 2026 results showing sequential revenue growth to US$75.15 million and a smaller-than-expected loss, while announcing that the U.S. Department of Health and Human Services selected its Agentic AI Platform to build a unified data foundation across NIH and CMS. The combination of stronger federal bookings, including the new HHS project, and clearer operational goals for returning to growth and cash generation has sharpened investor focus on...
NasdaqGS:FROG
NasdaqGS:FROGSoftware

Evaluating JFrog (FROG) After Fresh Wall Street Optimism on Its AI Software Development Potential

A fresh vote of confidence from a major Wall Street firm just pushed JFrog (FROG) into the spotlight again, as investors reacted to upbeat commentary around its role in powering AI driven software development. See our latest analysis for JFrog. That bullish call has landed at a time when momentum is already strong, with a roughly 28 percent 3 month share price return and a year to date gain above 110 percent. The 1 year total shareholder return of about 107 percent suggests investors are...
NasdaqGS:TENB
NasdaqGS:TENBSoftware

Tenable (TENB): Evaluating Whether the Recent Share Price Slide Has Created a Value Opportunity

Tenable Holdings (TENB) has quietly slid over the past year, with the stock down about 38% while still growing revenue near 7% and sharply improving its bottom line. That mix sets up an interesting value debate. See our latest analysis for Tenable Holdings. That weak 1 year total shareholder return of around negative 38 percent, on top of a roughly 32 percent year to date share price decline, suggests sentiment has been fading even as Tenable talks up steady cyber exposure demand and...
NYSE:CNP
NYSE:CNPIntegrated Utilities

CenterPoint Energy (CNP): Assessing Valuation After Joining Palantir’s Chain Reaction AI Infrastructure Platform

CenterPoint Energy (CNP) just stepped into the AI spotlight as a founding partner in Palantir’s new Chain Reaction platform, positioning itself at the center of how future data center power demand gets managed. See our latest analysis for CenterPoint Energy. That AI partnership comes on top of a solid year for the stock, with a roughly 22% year to date share price return and a 1 year total shareholder return of about 24%, suggesting momentum is quietly building as investors reassess...
NYSE:GRC
NYSE:GRCMachinery

Gorman-Rupp (GRC): Assessing Valuation After Fresh Analyst Upgrades and Growing Bullish Sentiment

Gorman-Rupp (GRC) just picked up fresh buy ratings, including an upgrade from hold, signaling growing confidence in the pump maker’s outlook and putting the stock’s recent climb back on investors’ radar. See our latest analysis for Gorman-Rupp. The latest bullish calls come as Gorman-Rupp’s share price has quietly climbed to $46.25, with a solid year-to-date share price return of roughly 24 percent and a standout three year total shareholder return near 85 percent. This suggests momentum is...
NasdaqGS:TTMI
NasdaqGS:TTMIElectronic

Is TTM Technologies (TTMI) Still Undervalued After Its 200% Year-To-Date Share Price Surge?

TTM Technologies (TTMI) has quietly turned into a strong performer, with the stock up about 11% over the past month and roughly 57% in the past 3 months, drawing fresh attention from growth focused investors. See our latest analysis for TTM Technologies. That surge in momentum has not come out of nowhere, with a powerful year to date share price return of around 200% and a five year total shareholder return above 450% suggesting investors are rapidly re rating TTM’s growth and risk...