NYSE:BDC
NYSE:BDCElectronic

Belden’s €450m Offering Reshapes Debt Profile And Valuation Picture

Belden completed a €450 million fixed income offering, adding a new tranche of euro-denominated debt to its capital structure. The company also announced plans to redeem its existing 3.375% senior subordinated notes due 2027. These moves adjust the timing and mix of Belden's debt obligations and may influence its future financing flexibility. For investors watching NYSE:BDC, these capital moves come with the stock recently closing at $118.22 and delivering a 49.9% return over 3 years and...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

PayPal Expands AI Commerce And Ecosystem With Cymbio And New Partnerships

PayPal Holdings (NasdaqGS:PYPL) reached an agreement to acquire Cymbio, a firm focused on agentic commerce and AI-driven retail channels. The deal is intended to help merchants distribute products across AI platforms such as Microsoft Copilot and Perplexity, with plans to extend to OpenAI's ChatGPT and Google's Gemini app. PayPal also partnered with april to offer free, AI-powered tax filing for PayPal Debit Mastercard holders. The company deepened its relationship with Blackhawk Network to...
NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

The Bull Case For Fiserv (FISV) Could Change Following Clover’s Japan Expansion Partnership With SMCC

On 21 January 2026, Fiserv and Sumitomo Mitsui Card Company announced a partnership to launch a tailored version of the Clover payments and business management platform for millions of small businesses across Japan, with rollout targeted for late 2026. This move extends Clover’s recent international push into Brazil and Australia while aligning closely with Japan’s national goal of lifting cashless payments to 65% by 2030. With this expansion of Clover into Japan as a focal point, we’ll now...
NYSE:SPGI
NYSE:SPGICapital Markets

Is It Too Late To Consider S&P Global (SPGI) After Its Strong Multi Year Run?

If you are wondering whether S&P Global's share price still makes sense after a long run in the market, this article walks through what that current price might be implying about value. The stock recently closed at US$539.80, with a 1% decline over the last 7 days, a 2.8% gain over 30 days, a 5.3% gain year to date, and a 5.9% gain over the last year, alongside a 50.6% return over 3 years and 76.4% over 5 years. Recent headlines around S&P Global have focused on its role as a key provider of...
NYSE:ET
NYSE:ETOil and Gas

Does Energy Transfer (ET) Price Reflect Its Cash Flow Outlook In US Midstream Energy?

If you are wondering whether Energy Transfer's current share price lines up with its underlying value, you are not alone. That is exactly what this article sets out to unpack. The stock most recently closed at US$18.11, with returns of 3.7% over 7 days, 10.7% over 30 days, 9.2% year to date, a 7.4% decline over 1 year, 72.2% over 3 years and a very large gain over 5 years. Recent news coverage has focused on Energy Transfer's position in the US midstream energy space and how its scale and...
NYSE:QXO
NYSE:QXOTrade Distributors

A Look At QXO (QXO) Valuation After Its US$753.2m Follow On Equity Offering

QXO (QXO) has just completed a follow on equity offering of about US$753.2m in common stock, issuing 31,645,570 shares at US$23.80 each, a US$0.10 per share discount. See our latest analysis for QXO. The follow on deal comes after a strong run in the stock, with a 30 day share price return of 11.46% and a 90 day share price return of 31.16%. The 1 year total shareholder return of 72.53% suggests momentum has been building over a longer stretch. If QXO's latest capital raise has you thinking...
NasdaqGM:EXPI
NasdaqGM:EXPIReal Estate

A Look At eXp World Holdings (EXPI) Valuation After Delaware Court Lets Oversight Lawsuit Proceed

The Delaware Court of Chancery’s decision to let a derivative suit over alleged oversight failures on sexual misconduct proceed against eXp World Holdings (EXPI) has put the company’s governance and risk controls under closer investor scrutiny. See our latest analysis for eXp World Holdings. At a share price of $9.35, eXp World Holdings has a modest 1-day and 7-day share price return, a 90-day share price return of 17.48% decline, and a 1-year total shareholder return of 13.76% loss. This...
NYSE:BRBR
NYSE:BRBRPersonal Products

Coca Cola Protein Endorsement Reframes BellRing Brands Valuation And Risks

Coca-Cola's CEO recently highlighted strong consumer interest in protein beverages, calling out the category as a key growth area. This comment directly supports the sector outlook for BellRing Brands (NYSE:BRBR), which owns Premier Protein and Dymatize. The endorsement arrives after investor questions around inventory levels and demand softness in ready to drink and powder protein products. For you as an NYSE:BRBR watcher, the Coca-Cola CEO's remarks offer fresh outside confirmation that...
NYSE:IBP
NYSE:IBPConsumer Durables

Installed Building Products (IBP) Valuation Check After Debt Refinancing And Expanded Lending Facility

Installed Building Products (IBP) has just completed a $500 million senior unsecured notes offering and expanded its asset-based lending facility to $375 million, reshaping its debt profile and widening available liquidity for future choices. See our latest analysis for Installed Building Products. The refinancing news lands after a strong run in the shares, with a 15.14% 1 month share price return and a 13.83% year to date share price return. The 1 year total shareholder return of 50.87%...
NYSE:EW
NYSE:EWMedical Equipment

What Edwards Lifesciences (EW)'s Court-Blocked JenaValve Deal and Transcatheter Progress Mean For Shareholders

Earlier in January, Edwards Lifesciences said a U.S. court granted the FTC’s request to block its planned acquisition of JenaValve, while the company continued to highlight progress in transcatheter therapies such as its SOJOURN aortic regurgitation valve and the JOURNEY pivotal trial. Against this legal setback, Edwards’ growing body of long-term clinical data and portfolio advances in minimally invasive heart valves underscore its focus on underserved structural heart patients. We’ll now...
NYSE:INSW
NYSE:INSWOil and Gas

How International Seaways’ (INSW) Davos Cybersecurity Push Could Shape Its Investment Narrative

International Seaways recently highlighted its cybersecurity focus as Global CISO Amit Basu presented at the 8th Annual Global Cyber Future Dialogue 2026 in Davos, Switzerland. The appearance underscores how a crude and product tanker owner is increasingly positioning cyber resilience as a core part of its operating profile, alongside its shipping operations. We’ll now examine how this heightened emphasis on cybersecurity, alongside favorable tanker market conditions, shapes International...
NasdaqCM:PLUG
NasdaqCM:PLUGElectrical

Plug Power Restructuring And Leadership Shift Put Capital Plan In Focus

Plug Power (NasdaqCM:PLUG) has launched a major restructuring under "Project Quantum Leap", including cost cuts, staff reductions, and facility consolidations. The company is preparing for a leadership transition, with Andy Marsh moving to Executive Chairman and Jose Luis Crespo set to become CEO. Shareholders are being asked to approve an increase in authorized shares, with a reverse stock split presented as a potential fallback if the vote does not pass. Plug Power sits at a critical...
NYSE:HTB
NYSE:HTBBanks

HomeTrust Bancshares (HTB) Earnings Growth And 31.2% Margin Test Cautious Forecast Narratives

HomeTrust Bancshares FY 2025 Earnings Snapshot HomeTrust Bancshares (HTB) has posted its FY 2025 results with fourth quarter revenue of US$51.5 million and EPS of US$0.95, while trailing twelve month revenue came in at US$206.1 million and EPS at US$3.79, supported by net income of US$64.4 million over that period. The company reported quarterly revenue increasing from US$47.7 million in Q3 FY 2024 to US$51.5 million in Q4 FY 2025, with EPS over that same span ranging between US$0.77 and...
NYSE:ABBV
NYSE:ABBVBiotechs

Assessing AbbVie (ABBV) Valuation After Positive Phase 3 Epcoritamab Lymphoma Results

Phase 3 lymphoma data puts AbbVie (ABBV) oncology in focus AbbVie (ABBV) is drawing fresh attention after reporting Phase 3 results for epcoritamab in relapsed or refractory diffuse large B cell lymphoma, with the bispecific antibody improving progression free survival versus chemoimmunotherapy. See our latest analysis for AbbVie. Against this backdrop, AbbVie’s 1 day share price return of 0.91% and 7 day return of 0.63% sit alongside a softer 30 day share price return of a 4.67% decline and...
NasdaqGS:BIIB
NasdaqGS:BIIBBiotechs

High Dose SPINRAZA EU Approval Might Change The Case For Investing In Biogen (BIIB)

Biogen Inc. recently received European Commission marketing authorization for a new high dose regimen of SPINRAZA (nusinersen) to treat 5q spinal muscular atrophy, updating the therapy’s European Union label with an accelerated loading phase and modified maintenance dosing schedule. This approval is underpinned by the DEVOTE Phase 2/3 data showing statistically significant motor function improvements versus a matched untreated group, potentially enhancing SPINRAZA’s clinical profile and...
NYSE:TT
NYSE:TTBuilding

A Look At Trane Technologies (TT) Valuation As Recent Returns Turn Mixed For Shareholders

Trane Technologies (TT) is back on watch for investors after recent trading left the shares with a mixed return profile over the past month and past 3 months, alongside continued profitability. See our latest analysis for Trane Technologies. With the share price at $390.13, Trane Technologies has seen mixed momentum, with a 7 day share price return of 0.74% against a 90 day share price return of an 8.39% decline, while the 5 year total shareholder return of 191.78% contrasts with a softer 1...
NYSE:WU
NYSE:WUDiversified Financial

A Look At Western Union (WU) Valuation As Stablecoin Launch And Digital Services Signal A Possible Turnaround

Western Union (WU) is pushing further into digital finance with plans for a U.S. dollar stablecoin on the Solana blockchain, drawing fresh attention to a stock still tied to a shrinking legacy transfer business. See our latest analysis for Western Union. At a share price of US$9.41, Western Union has had a steady but muted run recently, with a 4.91% 3 month share price return and a 5 year total shareholder return of 40.78% decline. This suggests any excitement around the stablecoin plan is...
NYSE:BIO
NYSE:BIOLife Sciences

Is Bio-Rad Laboratories (BIO) Starting To Look Attractive After Prolonged Share Price Weakness?

Wondering if Bio-Rad Laboratories at around US$305 a share is starting to look like value, or if the recent price action is a warning sign you should not ignore? The stock has been volatile, with a 5.2% decline over the last week, a 1.4% gain over the past month, and longer term returns of a 13.4% decline over 1 year, 35.9% decline over 3 years, and 46.1% decline over 5 years. These moves sit against a backdrop of ongoing interest in life sciences and diagnostics. In this space, investors...
NYSE:OFG
NYSE:OFGBanks

OFG Bancorp (OFG) Net Margin Of 32.9% Reinforces Bullish Quality Narratives

OFG Bancorp (OFG) closed out FY 2025 with fourth quarter revenue of US$152.4 million and EPS of US$1.26, while trailing twelve month revenue came in at US$623.9 million and EPS at US$4.63. Over recent periods, revenue has ranged from US$152.5 million in Q4 2024 to US$160.7 million in Q2 2025, with quarterly EPS moving from US$1.10 in Q4 2024 to US$1.26 in Q4 2025 and trailing net income reaching US$205.1 million. This context frames how investors may look at the bank’s approach to managing...
NasdaqGS:PLXS
NasdaqGS:PLXSElectronic

Is Plexus (PLXS) Pricing Look Stretched After Strong Multi Year Share Gains

If you are wondering whether Plexus at around US$181 per share still offers value or is getting ahead of itself, you are not alone. The stock has recent returns of 0.9% over 7 days, 17.9% over 30 days, 19.1% year to date, 18.2% over 1 year, 93.1% over 3 years and 131.7% over 5 years, which can change how investors think about both upside and risk. Recent news coverage has focused on Plexus as an established player in the tech and electronics manufacturing space, with attention on how its...
NYSE:KVUE
NYSE:KVUEPersonal Products

ISS Backs Kimberly-Clark Kenvue Deal As Valuation Signals Undervaluation

Institutional Shareholder Services (ISS) has recommended that shareholders approve Kimberly-Clark’s proposed $40b acquisition of Kenvue (NYSE:KVUE). The endorsement comes while Kenvue faces ongoing litigation and product safety questions linked to parts of its consumer health portfolio. ISS’s view is expected to be influential ahead of the upcoming shareholder vote on the deal. Kenvue, the consumer health company behind a range of over the counter and personal care brands, sits at the...
NYSE:NKE
NYSE:NKELuxury

Nike (NKE) Valuation Check As Win Now Turnaround And Wholesale Reset Gain Attention

Nike (NKE) is in focus after new CEO Elliott Hill pushed a Win Now turnaround, reshaping leadership in key regions and leaning back into sports performance and wholesale partnerships to address recent stock and margin pressures. See our latest analysis for NIKE. NIKE's recent "Win Now" reset, leadership changes and focus on performance and wholesale come after a challenging stretch, with the share price at US$65.46 and a 1 month share price return of 14.16% contrasting with a 1 year total...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Is It Too Late To Consider Buying Broadcom (AVGO) After Strong Multi Year Rally?

If you are wondering whether Broadcom's current share price still makes sense, this article walks through what that price could imply about value and where the gaps in the story might be. The stock is currently at US$325.49, with a 7 day return of 5.1% decline, a 30 day return of 6.8% decline, a year to date return of 6.4% decline, a 1 year return of 36.7% and a very large 3 year and 5 year return, around 7x over 5 years. Recent interest around Broadcom has been driven in part by its role...
NasdaqGS:NTRS
NasdaqGS:NTRSCapital Markets

A Look At Northern Trust (NTRS) Valuation After Strong Q4 Earnings And Buyback Completion

Fourth quarter earnings and buyback completion come into focus Northern Trust (NTRS) has just reported fourth quarter and full year 2025 results, alongside completing a sizable share repurchase tranche, giving investors fresh data on profitability, net interest income and capital returns. See our latest analysis for Northern Trust. The latest earnings, dividend declarations and completion of the buyback appear to have coincided with stronger sentiment, with a 1 day share price return of 6.02%...