NYSE:EW
NYSE:EWMedical Equipment

Does Edwards Lifesciences’ Analyst Day Transcatheter Pipeline Update Reframe the Bull Case for EW?

Edwards Lifesciences recently held its Analyst/Investor Day, where management outlined current business performance, portfolio priorities, and long-term growth plans for its structural heart and critical care franchises. The event gave investors deeper insight into how upcoming transcatheter therapies and ongoing R&D spending could reshape the company’s future earnings profile and capital allocation. Next, we’ll examine how the Analyst/Investor Day commentary on transcatheter pipeline...
NasdaqGS:NTAP
NasdaqGS:NTAPTech

NetApp (NTAP): Reassessing Valuation After Strong Earnings, AI Deal Momentum and New AWS Cloud Integrations

NetApp (NTAP) just checked several key boxes at once, combining upbeat quarterly earnings, stronger AI driven deal flow, and fresh AWS integrated capabilities that collectively prompt investors to revisit the stock’s risk reward profile. See our latest analysis for NetApp. Those steady results and the new AWS AI integrations are helping sentiment turn after a softer patch. The recent 7 day share price return of 6.17% contrasts with a slightly negative 1 year total shareholder return and much...
NasdaqGS:AKAM
NasdaqGS:AKAMIT

Akamai (AKAM): Reassessing Valuation After Recent Share Price Rebound

Akamai Technologies (AKAM) has quietly outperformed the broader market over the past month, with the stock climbing about 19% even as its one year return remains negative and longer term performance mixed. See our latest analysis for Akamai Technologies. That surge over the last month, reflected in an 18.7% 30 day share price return to about $86.60, stands in contrast to a roughly 11.7% slide in the 1 year total shareholder return. This suggests short term momentum is building even as the...
NYSE:EPD
NYSE:EPDOil and Gas

Reassessing Enterprise Products Partners (EPD) Valuation After J.P. Morgan Downgrade and Growth Concerns

Enterprise Products Partners (EPD) slipped after J.P. Morgan cut its rating to Neutral from Overweight, citing slower EBITDA growth, tougher midstream competition, and skepticism about how impactful unit buybacks will be. See our latest analysis for Enterprise Products Partners. The downgrade comes after a solid run, with the latest share price at $32.61 and a strong 30 day share price return of 7.91 percent. The five year total shareholder return of 120.88 percent shows long term momentum is...
NasdaqGS:RUN
NasdaqGS:RUNElectrical

Sunrun (RUN) Is Down 9.4% After ESOP Shelf Filing Amid Solar Tax Credit Uncertainty

Earlier this week, Sunrun Inc. filed a US$693.55 million shelf registration for 38,854,154 common shares tied to its employee stock ownership plan, while investors digested the impending expiry of key U.S. residential solar tax credits and a peer company’s bankruptcy after those incentives were reduced. The combination of tax-credit uncertainty, insider share sales, and rising solar component costs has sharpened questions about how resilient Sunrun’s residential solar demand and...
NasdaqGS:ORLY
NasdaqGS:ORLYSpecialty Retail

How Investors May Respond To O'Reilly Automotive (ORLY) Q3 Beat, Higher 2025 Outlook, Bullish Analysts

In recent days, O'Reilly Automotive reported past third-quarter results that exceeded expectations, raised its 2025 comparable-store sales guidance, and drew an "Outperform" initiation from Baird alongside broadly positive broker sentiment. This combination of stronger-than-expected operating performance and reinforced analyst confidence highlights how execution on market share and margin improvement is shaping perceptions of O'Reilly's long-term positioning. We'll now consider how the...
NYSE:GNW
NYSE:GNWInsurance

Is It Too Late to Consider Genworth After Its 99% Five Year Share Price Surge?

Wondering if Genworth Financial is still good value after its long climb, or if the easy money has already been made? This breakdown will walk through what the numbers are really saying about the stock today. The share price has cooled slightly in the last week, down 0.3%, but it is still up 1.8% over the last month, 24.4% year to date, 15.0% over the past year, and 99.1% over five years. Part of this move reflects shifting sentiment as investors reassess insurers with legacy long term care...
NYSE:BX
NYSE:BXCapital Markets

Has The Easy Money Already Been Made In Blackstone After Its Recent Share Price Rebound?

Wondering if Blackstone at around $151 a share is still worth buying, or if the easy money has already been made? In this article, we walk through what the current price might really be telling us about future returns. Despite being down 12.9% year to date and 16.6% over the past year, the stock has bounced 4.5% in the last week and 6.0% over the past month, while still sitting on gains of 109.7% over 3 years and 186.3% over 5 years. Recent moves have been driven by a mix of macro headlines...
NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

US Stock Market Today: S&P 500 Futures Edge Higher Amid Sticky-Inflation, Strong-Jobs Mix

The Morning Bull - US Market Morning Update Friday, Dec, 5 2025 US stock futures are pointing higher this morning, with contracts tied to a broad market benchmark up about 0.2 percent as investors weigh two big forces: steady inflation and a cooling but still solid job market. The Fed’s preferred inflation gauge is expected to hold near 2.8 to 2.9 percent a year, which means the cost of living is easing but not fast enough for aggressive rate cuts. At the same time, new jobless claims are at...