NasdaqGS:LAMR
NasdaqGS:LAMRSpecialized REITs

Will Strong Q3, Higher Payouts and Election Ad Hopes Change Lamar Advertising's (LAMR) Narrative

In Q4 2025, Heartland Advisors highlighted Lamar Advertising Company (NASDAQ:LAMR) as a top contributor after a solid Q3 report, favorable outlook, and increased capital returns through share buybacks and a higher dividend. Investor attention has also focused on the potential for higher political advertising during the 2026 mid-term election cycle to support Lamar’s profits and cash flow. Next, we’ll explore how management’s use of share buybacks and a higher dividend may influence Lamar’s...
NasdaqGS:FULT
NasdaqGS:FULTBanks

How Higher Expected Quarterly Earnings Shape Fulton Financial's (FULT) Fulton First Transformation Narrative

In advance of its upcoming quarterly report, Fulton Financial is now expected by Wall Street analysts to post earnings of $0.52 per share and revenue of $335 million, both higher than the same period a year ago. These projections, which also include slight shifts in efficiency ratio and net interest margin, are shaping investor expectations around how effectively Fulton is managing costs and its core banking profitability. We’ll now explore how the expectation of higher quarterly earnings...
NYSE:ONTO
NYSE:ONTOSemiconductor

A Look At Onto Innovation (ONTO) Valuation As Analyst Upgrades Follow Stronger AI And Semiconductor Spending Signals

Onto Innovation (ONTO) is back in focus after several brokers lifted their views, tying the story to stronger signals from major chipmakers, higher expected semiconductor capital spending, and AI related demand across wafer fab equipment. See our latest analysis for Onto Innovation. The recent 41.23% 1 month share price return and 62.56% 3 month share price return suggest momentum has picked up. At the same time, the 3 year total shareholder return of 194.51% and 5 year total shareholder...
NasdaqGS:NWPX
NasdaqGS:NWPXConstruction

Does NWPX (NWPX)ʼs First Curved RBJ Pipeline Win Hint at a Durable Trenchless Moat?

In January 2026, NWPX Infrastructure announced the first commercial use of its patent-pending Permalok Radial Bending Joint (RBJ) technology, supplying 5,764 linear feet of curved steel casing pipe for Tampa Bay Water’s South Hillsborough Pipeline microtunneling project, which includes 18 underground crossings. This curved RBJ system enables pipeline routes to bend around existing utilities and structures, potentially lowering construction disruption through fewer shafts, smaller sites, and...
NasdaqGS:PPC
NasdaqGS:PPCFood

Pilgrim's Pride (PPC) Is Up 8.2% After Analyst Upgrade And 2026 Top-Pick Recognition – Has The Bull Case Changed?

In recent days, Pilgrim's Pride drew fresh attention after Grupo Santander upgraded the stock from Neutral to Outperform and it was highlighted among leading food stocks for 2026. This recognition comes despite earlier commentary pointing to modest historical revenue growth and expectations for flat sales over the next year, underscoring how analyst opinions can still influence sentiment. We’ll now examine how this upgrade and Pilgrim's Pride’s inclusion among top food picks may reshape the...
NasdaqGS:PLUS
NasdaqGS:PLUSElectronic

A Look At ePlus (PLUS) Valuation After Mike Portegello Joins The Board

Why Mike Portegello’s Appointment Matters for ePlus (PLUS) ePlus (PLUS) has brought Mike Portegello onto its Board of Directors and key committees, a move that puts long experience in accounting, finance, and capital markets closer to the company’s decision making. For you as an investor, this kind of board appointment is less about headlines and more about what it could mean for financial oversight, risk controls, and how the company evaluates growth and capital allocation decisions over...
NasdaqGS:STNE
NasdaqGS:STNEDiversified Financial

A Look At StoneCo (STNE) Valuation As Leadership Transitions Reshape The Executive Team

StoneCo (STNE) just outlined a broad leadership transition, with CEO Pedro Zinner set to step down in March 2026 and current CFO and Investor Relations Officer Mateus Scherer stepping into the top role. See our latest analysis for StoneCo. That leadership reshuffle lands at a time when StoneCo’s 1 year total shareholder return of 75.77% contrasts with a 90 day share price return of a 17.13% decline, suggesting momentum has cooled after a strong run. If shifts at StoneCo have you thinking...
NasdaqGS:EXEL
NasdaqGS:EXELBiotechs

Is It Too Late To Consider Exelixis (EXEL) After Strong Multi‑Year Share Gains?

If you are wondering whether Exelixis at US$45.44 is still a sensible entry or more of a hold, the key question is how its current price compares with its underlying value. The stock has logged returns of 2.9% over the past week, 9.2% over the past month, 4.3% year to date, 24.3% over one year, 174.9% over three years and 113.1% over five years. This naturally raises questions about risk, timing and what is already priced in. Recent attention around Exelixis has centered on its position in...
NasdaqGS:UPB
NasdaqGS:UPBBiotechs

Why Upstream Bio (UPB) Is Up 12.2% After JPM Debut And VALINAT Hopes

In early January 2026, Upstream Bio, Inc. presented at the 44th Annual J.P. Morgan Healthcare Conference, while analysts initiated and upgraded coverage around its asthma candidate verekitug and the upcoming Phase 2 VALINAT readout. The combination of growing physician enthusiasm for long-acting TSLP inhibition and expectations for the VALINAT data has sharpened investor focus on Upstream Bio’s clinical pipeline. Against this backdrop, we’ll examine how physician interest in verekitug and...
NasdaqGS:MLYS
NasdaqGS:MLYSBiotechs

Are Mineralys Therapeutics’ (MLYS) Executive Stock Plans Aligned With Lorundrostat’s Emerging Investment Story?

In recent weeks, Mineralys Therapeutics reported stronger-than-expected third-quarter 2025 results while advancing its lead drug lorundrostat toward a New Drug Application for uncontrolled hypertension and chronic kidney disease. At the same time, senior executives executed pre-arranged Rule 10b5-1 stock sales as lorundrostat gained recognition in JAMA’s Research of the Year Roundup and the company presented at the 15th Annual LifeSci Partners Corporate Access Event. Against this backdrop,...
NasdaqGS:GLXY
NasdaqGS:GLXYCapital Markets

Galaxy Digital (GLXY) Is Up 25.5% After Doubling ERCOT-Approved Power At Helios AI Campus

On January 15, 2026, Galaxy Digital Inc. announced it had completed ERCOT’s Large Load Interconnection Study and secured approval for an additional 830 megawatts of computing demand at its Helios data center campus in West Texas, lifting total approved and contracted power capacity at the site to over 1.6 gigawatts. This substantial power upgrade underpins Galaxy’s ambition to build a multi-tenant, multi-campus, multi-gigawatt platform for AI and high-performance computing workloads, using...
NasdaqGS:FSLR
NasdaqGS:FSLRSemiconductor

Is It Time To Reassess First Solar (FSLR) After Recent Share Price Pullback?

If you are wondering whether First Solar's share price still makes sense after recent moves, you are not alone. This article is designed to help you judge the current value with a clear framework. At a last close of US$243.64, the stock has had a 1.1% decline over the past week, a 5.8% decline over the past month, an 11.2% decline year to date, yet a 27.6% return over 1 year, 47.7% over 3 years and 126.6% over 5 years. This naturally raises questions about how much of the story is already in...
NYSE:AM
NYSE:AMOil and Gas

A Look At Antero Midstream (AM) Valuation As Dividends Buybacks And New Senior Notes Draw Attention

Antero Midstream (AM) has kept its quarterly cash dividend at $0.225 per share, alongside fourth quarter share repurchases and new senior notes offerings that reshape how cash flows between the company and its investors. See our latest analysis for Antero Midstream. At a share price of US$17.84, Antero Midstream has seen a 7 day share price return of 2.94% while its 1 year total shareholder return of 15.25% and 5 year total shareholder return above 200% reflect gradually building momentum...
NasdaqGM:RZLV
NasdaqGM:RZLVSoftware

Is Rezolve AI (RZLV) Attractive After Its Recent Share Price Surge?

If you are wondering whether Rezolve AI's recent run makes the stock look cheap or stretched, this article walks through what the current price could imply about its value. The shares last closed at US$4.62, with returns of 24.5% over 7 days, 55.6% over 30 days, 61.0% year to date and 53.5% over 1 year, while the 3 year return sits at a 54.2% decline. Recent price moves have come as Rezolve AI continues to attract attention in the AI and software space, where investor interest can quickly...
NYSE:BRC
NYSE:BRCCommercial Services

Can Brady’s Slowing Organic Growth Redefine Its Long‑Term Story Despite Strong Trends at BRC?

In recent months, Brady Corporation reported solid quarterly results, with five-year compounded annual revenue growth of 7.5% and earnings per share increasing 15.7% annually. These figures highlight that Brady’s offerings continue to appeal to customers even as its core organic revenue growth slowed to 1.6% over the past two years. While strong long-term sales and earnings trends underscore the effectiveness of Brady’s product portfolio and execution, the recent slowdown in organic growth...
NasdaqGM:STAA
NasdaqGM:STAAMedical Equipment

STAAR Surgical (STAA) Is Down 6.8% After Governance Shake-Up Post Rejected Alcon Merger - Has The Bull Case Changed?

STAAR Surgical recently reshaped its board after shareholders rejected a proposed merger with Alcon, adding three investor-affiliated directors while CEO Stephen Farrell stepped down from the board but remains in the role until January 31, 2026. This shift hands greater influence to major shareholder Broadwood Partners and its allies, signaling potential changes in governance priorities and capital allocation for the standalone company. With Broadwood-backed directors now on the board, we’ll...
NYSE:DEA
NYSE:DEAOffice REITs

Is Easterly Government Properties (DEA) Price Out Of Step With Its Cash Flow Outlook

If you are wondering whether Easterly Government Properties is attractively priced or not, you are in the right place. This article is built around helping you make sense of what the current share price might imply. The stock last closed at US$22.87, with returns of 1.1% over the past week, 2.7% over the past month, a 7.3% gain year to date, and declines of 13.2% over 1 year, 24.4% over 3 years, and 43.5% over 5 years. This can signal shifting views on both its potential and its...
NYSE:FUL
NYSE:FULChemicals

H.B. Fuller (FUL) Margin Improvement And 16.2% Earnings Growth Test Bullish Narratives

H.B. Fuller FY 2025 earnings snapshot H.B. Fuller (FUL) has wrapped up FY 2025 with fourth quarter revenue of US$894.8 million and basic EPS of US$0.55, setting the tone for a year where earnings momentum and margin progression were in focus for investors. The company has seen quarterly revenue move from US$917.9 million in Q3 2024 to the US$788.7 million to US$898.1 million range across the first three quarters of 2025, while basic EPS shifted from US$1.01 in Q3 2024 to US$0.24, US$0.77 and...
NYSE:PL
NYSE:PLProfessional Services

Is It Too Late To Consider Planet Labs (PL) After A 7x One-Year Surge?

If you are wondering whether Planet Labs PBC is still reasonably priced after its recent run, this article walks through what the current share price might be implying about the business. The stock closed at US$28.28, with returns of 26.0% over 7 days, 58.2% over 30 days, 38.6% year to date, and a very large gain over 1 year that is more than 7x. Recent coverage has focused on Planet Labs PBC's role in satellite powered Earth observation and how its data products are being used across areas...
NYSE:OMC
NYSE:OMCMedia

Is Omnicom Group (OMC) Still Attractively Priced After Recent Share Price Stagnation?

If you have been wondering whether Omnicom Group's share price still reflects its underlying business, this article walks through what the current numbers actually say about value. The stock last closed at US$80.84, with returns of 2.6% over the past 7 days, 0.2% over the past 30 days, a 0.6% decline year to date and a 2.3% decline over the past year. This is set against gains of 8.8% over 3 years and 52.6% over 5 years. Recent coverage has focused on how global advertising and marketing...
NasdaqGS:BKNG
NasdaqGS:BKNGHospitality

Is Booking Holdings (BKNG) Still Attractive After Recent Share Price Weakness?

If you are wondering whether Booking Holdings at around US$5,193 per share still offers value, you are not alone. Many investors are rechecking what a fair price looks like for this travel heavyweight. The stock is currently showing a 4.6% decline over 7 days, a 4.5% decline over 30 days, is down 2.4% year to date, yet is up 7.5% over 1 year and has a very large 3 year and 5 year return that can matter for how you think about risk and potential reward. Recent news coverage around Booking...
NasdaqGM:AIRO
NasdaqGM:AIROAerospace & Defense

A Look At AIRO Group Holdings (AIRO) Valuation After Liquidity Update And Upcoming Execution Milestones

Why AIRO Group Holdings (AIRO) Is Back on Investors’ Radar Recent coverage around AIRO Group Holdings (AIRO) has zeroed in on its liquidity position and upcoming execution milestones, which together help explain the renewed interest you might be seeing in the stock. See our latest analysis for AIRO Group Holdings. After a sharp 71.65% 30 day share price return and a 42.86% year to date share price return, AIRO’s recent pullback, including a 24.57% 90 day share price decline and softer 1 day...
NasdaqGS:NTRS
NasdaqGS:NTRSCapital Markets

Is It Too Late To Consider Northern Trust (NTRS) After Strong Multi‑Year Share Price Gains

If you are wondering whether Northern Trust, at around US$147 a share, is offering fair value or a potential bargain, this article walks you through the numbers in plain English. The stock has returned 1.9% over the past week, 6.4% over the last 30 days, 5.6% year to date, 41.9% over 1 year, 79.4% over 3 years and 81.8% over 5 years, which raises fair questions about what is already priced in. Recent coverage of the US financial sector has kept established custody and asset servicing banks...
NasdaqGS:PENN
NasdaqGS:PENNHospitality

Assessing Penn Entertainment (PENN) Valuation After Its New Restructuring And Leadership Changes

PENN Entertainment (PENN) has unveiled a new corporate structure that reshapes leadership, places more technology responsibility under its Interactive unit, and targets a tighter link between digital products and its retail casino network. See our latest analysis for PENN Entertainment. The restructuring news comes after a mixed year for investors, with the 1 year total shareholder return showing a 28.74% loss and the 5 year total shareholder return down 86.40%. At the same time, the share...