NasdaqGS:MPWR
NasdaqGS:MPWRSemiconductor

What Monolithic Power Systems (MPWR)'s AI Data-Center Surge and 15-Year Compounding Feat Means For Shareholders

In recent months, Monolithic Power Systems reported strong Q3 results and rapid expansion in its enterprise data, storage, and computing segment, with AI and data center demand driving a greater share of revenue. An eye-catching data point is how very large compounded returns over 15 years turned a US$1,000 investment in MPWR into more than US$50,000, underscoring the impact of long-term compounding in high-growth businesses. We’ll now examine how this AI-fueled shift toward higher-value...
NYSE:WLY
NYSE:WLYMedia

John Wiley & Sons (WLY): Reassessing Valuation After Earnings Beat, Research Strength and Learning Segment Weakness

John Wiley & Sons (WLY) just delivered a mixed but interesting quarter, with earnings beating expectations even as revenue slipped, thanks to strong Research growth, rising AI licensing, and ongoing weakness in its Learning business. See our latest analysis for John Wiley & Sons. The latest earnings beat and upbeat AI commentary have not yet swayed investors. The share price is down roughly 25% year to date, and the 1 year total shareholder return is also firmly negative. This suggests...
NYSE:BBW
NYSE:BBWSpecialty Retail

Is Build-A-Bear’s (BBW) Hello Kitty Expansion Sharpening Its Experiential Retail Edge Or Stretching It?

In early December 2025, Build-A-Bear Workshop and Sanrio announced plans to expand their Build-A-Bear x Hello Kitty and Friends Workshop concept nationwide, adding new locations at American Dream in New Jersey and Mall of America in Minnesota in early 2026, while also updating investors on completed share repurchases and reaffirming 2025 earnings guidance. The decision to roll out this experience to two of the highest-traffic retail destinations in the United States highlights how...
NYSE:FVRR
NYSE:FVRRProfessional Services

Upward Earnings Revisions Could Be A Game Changer For Fiverr International (FVRR)

In recent days, Fiverr International has attracted increased attention after analysts collectively raised their earnings estimates and assigned the company a top-tier rating based on revised profit expectations. This shift in analyst sentiment highlights how rising confidence in Fiverr’s earnings power, rather than new product announcements, is shaping market interest. We’ll now examine how this wave of upward earnings revisions may reshape Fiverr’s investment narrative and expectations...
NYSE:KEY
NYSE:KEYBanks

Assessing KeyCorp (KEY) Valuation as Activist Investor Pressures Board, Buybacks, and Leadership Changes

KeyCorp (KEY) just found itself in the activist spotlight, with HoldCo Asset Management publicly pushing for a no acquisition stance, aggressive buybacks, leadership changes, and even hinting at a possible sale if the board resists. See our latest analysis for KeyCorp. The activist push lands after a respectable run, with KeyCorp’s 13.4 percent year to date share price return and positive 1 year total shareholder return suggesting momentum is building as investors reassess risk and potential...
NasdaqGS:ASND
NasdaqGS:ASNDBiotechs

Did FDA’s TransCon CNP Review Delay Just Shift Ascendis Pharma’s (ASND) Investment Narrative?

In November 2025, Ascendis Pharma A/S disclosed that the FDA deemed its November 5 submission for TransCon CNP (navepegritide) in children with achondroplasia a major amendment, extending the PDUFA target action date by three months to February 28, 2026. This extension introduces additional regulatory review and timing uncertainty for a key pipeline asset that analysts had viewed as an important future growth driver. We’ll now examine how the extended PDUFA review for TransCon CNP reshapes...
NasdaqCM:SSII
NasdaqCM:SSIIMedical Equipment

Is SSII’s Budget-Friendly Surgical Robot Rerouting Its Long-Term Competitive Trajectory in Medtech?

SS Innovations International recently reported rapid growth in installations and procedures for its SSi Mantra 3 surgical robotic system, driven by its design features and affordability compared with existing options. Management highlighted that the system’s unique configuration and lower cost are helping it win surgeon adoption in procedures traditionally dominated by higher-priced robotic platforms. We’ll now examine how this expanding demand for the SSi Mantra 3 could shape SS Innovations...
NYSE:HAL
NYSE:HALEnergy Services

Halliburton (HAL): Reassessing Valuation After Leadership Shake-Up and Renewed Energy Sector Optimism

Halliburton (HAL) just gave investors a fresh reason to revisit the stock, pairing a reshuffled leadership team with a quietly improving share price backdrop as oil fundamentals and sentiment drift back in its favor. See our latest analysis for Halliburton. Those leadership moves are landing just as momentum improves, with a roughly 31 percent 90 day share price return and a solid 5 year total shareholder return suggesting sentiment is quietly rebuilding around Halliburton’s $28.45 stock. If...
NYSE:YETI
NYSE:YETILeisure

YETI (YETI): Has the EPS Growth Story Pushed the Stock Beyond Its True Value?

YETI Holdings (YETI) just saw its share price jump roughly 25% after a year in which earnings actually fell 17%, a move powered by investors leaning into upbeat multi year earnings growth forecasts. See our latest analysis for YETI Holdings. That jump sits on top of a strong recent run, with the 1 month share price return of 19.51% and 90 day share price return of 21.52% contrasting with a much more modest 1 year total shareholder return of 2.17%. This suggests momentum has only really picked...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

Reassessing CoStar Group (CSGP) Valuation After Recent Share Price Weakness

CoStar Group (CSGP) has slipped over the past few months, even as its revenue and earnings continue to grow at a healthy clip. That disconnect between share performance and fundamentals is what makes the stock interesting today. See our latest analysis for CoStar Group. Despite a recent pullback, including a roughly 22.8% 3 month share price return that has weighed on sentiment, CoStar's longer term total shareholder returns remain negative. This signals that investor enthusiasm has cooled...
NasdaqCM:CPRX
NasdaqCM:CPRXBiotechs

How Investors Are Reacting To Catalyst Pharmaceuticals (CPRX) Upgraded 2025 Sales Outlook And Easing Short Interest

In the past week, Catalyst Pharmaceuticals reported stronger-than-expected third-quarter results, with Firdapse and Agamree driving revenue outperformance and prompting the company to lift its full-year 2025 sales guidance across several products. An interesting angle for investors is that this fundamental improvement coincides with a recent reduction in short interest as a share of float, suggesting shifting sentiment among bearish traders. Now, we’ll examine how the upgraded 2025 sales...
NasdaqGM:TTD
NasdaqGM:TTDMedia

How Investors May Respond To Trade Desk (TTD) Gaining Intuit SMB First-Party Data Access

In November 2025, Intuit announced that its SMB MediaLabs first-party small and mid-market business audience segments are now available on The Trade Desk platform, giving advertisers privacy-conscious access to millions of verified U.S. SMB decision-makers across connected TV, audio, display, and digital out-of-home channels via LiveRamp. This integration addresses advertisers’ long-standing difficulty in accurately reaching high-value SMB buyers by replacing fragmented, outdated third-party...
NasdaqGM:RUM
NasdaqGM:RUMInteractive Media and Services

Is Rumble (RUM) Betting Its Future on Influencer Fights to Power Subscription Growth?

Rumble announced that the epic "MF Mania - The Fight Before Christmas," a Misfits Boxing match between Andrew Tate and Chase DeMoor held in Dubai on December 20, 2025, was livestreamed exclusively on Rumble Premium, requiring viewers to purchase an annual subscription for access. This exclusive fight highlighted Rumble’s push to use high-profile influencer sports content to drive adoption of its ad-free subscription and creator tools ecosystem. We’ll now explore how securing exclusive rights...
NasdaqGS:SANM
NasdaqGS:SANMElectronic

Sanmina (SANM): Rethinking Valuation After Strong Q4 Beat and Confident Cloud and AI Infrastructure Guidance

Sanmina (SANM) just delivered an upside surprise in its fourth quarter, beating consensus on both revenue and earnings while leaning heavily on communications networks, cloud, and AI infrastructure strength to set up confident guidance for early 2026. See our latest analysis for Sanmina. Even after a soft 1 day share price return of 1.66 percent and a 1 month share price return of 7.18 percent, Sanmina’s 90 day share price return of 32.94 percent and year to date share price return of 109.47...