NasdaqGM:MNKD
NasdaqGM:MNKDBiotechs

How 2026 FDA Decisions on Afrezza and FUROSCIX At MannKind (MNKD) Have Changed Its Investment Story

MannKind Corporation recently released a business update outlining past progress and key upcoming regulatory milestones, including anticipated 2026 FDA decisions on an Afrezza label update, a supplemental Biologics License Application for pediatric use, and a supplemental New Drug Application for the FUROSCIX ReadyFlow Autoinjector, alongside advances in its inhaled therapy pipeline. A particularly important development is the alignment of multiple regulatory review timelines across Afrezza...
NYSE:TKR
NYSE:TKRMachinery

Assessing Timken (TKR) Valuation As Leadership Restructuring Targets Technology And Regional Growth

Leadership shakeup puts technology and regional focus in the spotlight Timken (TKR) is reworking its leadership chart, appointing a new chief technology officer and creating regional president roles. This move puts technology, AI and geographic execution more squarely in focus for shareholders. See our latest analysis for Timken. These leadership changes come after a strong run in the shares, with a 90 day share price return of 28.79% and a 1 year total shareholder return of 27.83%. This...
NYSE:FDX
NYSE:FDXLogistics

FedEx (FDX) Is Up 6.6% After Pivot Toward Higher-Value B2B Shipping Segments - Has The Bull Case Changed?

In recent days, FedEx has been highlighted for its pivot toward higher-value business-to-business shipping in sectors such as automotive, healthcare, and aerospace, supported by cost reduction efforts like DRIVE and Network 2.0 despite temporary operational headwinds. An interesting angle is how nearly half of FedEx’s latest quarterly revenue growth came from B2B customers, underlining the growing importance of these premium verticals for its global logistics model. We’ll now examine how...
NasdaqGS:SEDG
NasdaqGS:SEDGSemiconductor

A Look At SolarEdge Technologies (SEDG) Valuation After Recent Share Price Rebound

SolarEdge Technologies (SEDG) has drawn fresh attention after recent share price moves, with the stock up around 9% over the past week and modestly positive over the past month despite weaker performance over the past 3 months. See our latest analysis for SolarEdge Technologies. At a share price of $32.89, SolarEdge’s recent 1-day and 7-day share price returns of 8.69% and 4.88% stand against a 90-day share price return of 6.19% and a 1-year total shareholder return of 123.59%. Recent...
NYSE:FIHL
NYSE:FIHLInsurance

What Fidelis Insurance Holdings (FIHL)'s JPMorgan Downgrade and Q4 Earnings Date Reveal For Shareholders

JPMorgan recently downgraded Fidelis Insurance Holdings from Neutral to Underweight on concerns about its competitive position and reliance on the Fidelis Partnership, even as other analysts remain divided following strong Q3 2025 results. Separately, Fidelis announced it will release its Q4 2025 financial results on February 25, 2026, followed by an investor call, giving the market fresh information to reassess these differing views on the business. We’ll now examine how JPMorgan’s concerns...
NasdaqGS:EVCM
NasdaqGS:EVCMSoftware

How Mixed Guidance, AI Deal, and Buybacks At EverCommerce (EVCM) Have Changed Its Investment Story

In recent days, EverCommerce reported quarterly results that missed revenue expectations and led management to lower full-year guidance, even as the company achieved profitability and outperformed on adjusted EBITDA, while President Matthew Feierstein continued his pattern of selling 25,000 shares in open-market transactions. At the same time, EverCommerce acquired AI platform ZyraTalk to bolster its SaaS capabilities and expanded its share repurchase authorization by US$50.00 million,...
NYSE:CI
NYSE:CIHealthcare

Is It Time To Reassess Cigna Group (CI) After Policy Risk Headlines And Valuation Gap

If you are wondering whether Cigna Group's current share price reflects its underlying value, you are not alone. This article is built to help you frame that question clearly. The stock recently closed at US$278.95, with returns of 6.2% over the last 30 days, 2.0% over the past year and 39.3% over five years. The shorter 7 day and year to date periods both sit at a 0.1% decline. Recent news around Cigna Group has focused on its role as a large managed care and health services provider, with...
NasdaqCM:SATL
NasdaqCM:SATLAerospace & Defense

Assessing Satellogic (SATL) Valuation After Multi Million Dollar Earth Observation Contract Win

Satellogic (SATL) shares are in focus after the company announced a seven figure agreement with a customer that wants continuous, high frequency Earth observation coverage across a broad set of priority sites. See our latest analysis for Satellogic. The agreement comes after a volatile period for Satellogic, with a 7 day share price return of 53.57% and 30 day share price return of 46.83%, contrasting with a 90 day share price return decline of 11.21% and a 3 year total shareholder return...
NYSE:FCF
NYSE:FCFBanks

A Look At First Commonwealth Financial’s Valuation After Upgrade, Buyback And Board Expansion

First Commonwealth Financial (FCF) has been in focus after Raymond James raised its rating to Outperform, alongside a new US$25 million share repurchase program and a Board expansion that adds cybersecurity and regulatory expertise. See our latest analysis for First Commonwealth Financial. At a share price of US$17.26, First Commonwealth Financial has seen a 7.27% 90 day share price return. Its 1 year total shareholder return of 12.28% and 5 year total shareholder return of 61.68% suggest...
NasdaqGS:PSMT
NasdaqGS:PSMTConsumer Retailing

Assessing PriceSmart (PSMT) Valuation After Q1 2026 Growth, EPS Miss And Expansion Plans

PriceSmart (PSMT) just reported its fiscal first quarter results, with revenue of US$1.38b, net income of US$40.17m and earnings per share of US$1.29. The update put costs and growth plans in sharper focus for investors. See our latest analysis for PriceSmart. At a share price of US$134.45, PriceSmart has seen momentum build recently, with a 7 day share price return of 9.0% and a 1 year total shareholder return of 52.6%, alongside expansion plans in Central and South America. If this earnings...
NYSE:HII
NYSE:HIIAerospace & Defense

Assessing Huntington Ingalls (HII) Valuation After Navy Visit And Next Generation Shipbuilding Momentum

Huntington Ingalls Industries (HII) recently hosted top U.S. Navy leaders at its Ingalls Shipbuilding division to review workforce efforts and next generation ship programs, a development that has coincided with increased market interest in the stock. See our latest analysis for Huntington Ingalls Industries. The recent visit by senior Navy leaders comes as Huntington Ingalls Industries’ 90 day share price return of 36.75% and 1 year total shareholder return of 108.43% signal building...
NYSE:GWRE
NYSE:GWRESoftware

Guidewire Software (GWRE) Valuation Check After New US$500 Million Share Buyback Plan

Guidewire Software (GWRE) is back in focus after the company completed a US$400 million share repurchase plan and its board approved a new US$500 million buyback authorization funded from internal resources. See our latest analysis for Guidewire Software. The new US$500 million buyback comes after a sharp pullback, with a 30 day share price return of 7.69% and a 90 day share price return of 22.56% contrasting with a 1 year total shareholder return of 8.28% and a very large 3 year total...
NasdaqGS:CNTA
NasdaqGS:CNTABiotechs

Can ORX750’s Sleep-Disorder Promise Redefine Centessa Pharmaceuticals’ (CNTA) Competitive Positioning in Neurology?

In recent days, Centessa Pharmaceuticals received upbeat analyst coverage after confirming that its lead candidate ORX750 showed potential best-in-class efficacy in treating Narcolepsy types 1 and 2 and Idiopathic Hypersomnia, with major clinical expansion planned from early 2026. This combination of positive clinical signals and expanding development plans has strengthened the perception of ORX750 as a potentially differentiated asset in the sleep-disorder treatment landscape. Next, we’ll...