NasdaqGS:SLM
NasdaqGS:SLMConsumer Finance

How Dividend Affirmation and Revenue Expectations At SLM (SLM) Has Changed Its Investment Story

Sallie Mae (SLM Corporation) recently declared its 2026 first-quarter dividends, setting a US$1.4327141 per share payout for its Series B preferred stock and US$0.13 per share for common stock, both payable on March 16, 2026, to shareholders of record on March 5, 2026. The dividend news arrives just as investors focus on Sallie Mae’s upcoming fourth-quarter 2025 earnings release, where analysts expect a return to year-on-year revenue growth. Next, we’ll examine how anticipation of renewed...
NYSE:KBR
NYSE:KBRProfessional Services

Should KBR's (KBR) LNG FEED Win and NOAA Mesonet Role Require Action From Investors?

In January 2026, Coastal Bend LNG announced it had selected KBR and Tecnicas Reunidas to perform front-end engineering and design for a planned liquefied natural gas export facility on the Texas Gulf Coast, with the option to advance into full EPC work after a future final investment decision. Alongside this, KBR’s role as prime contractor on NOAA’s National Mesonet Program pilot underscores its growing presence in data-rich government solutions alongside traditional energy infrastructure...
NYSE:PL
NYSE:PLProfessional Services

A Look At Planet Labs (PL) Valuation After Swedish Defense Deal And Owl Constellation Plans

Planet Labs PBC (PL) has drawn fresh attention after securing a multi-year, low nine-figure contract with the Swedish Armed Forces, its third satellite services agreement in twelve months, along with plans for its forthcoming Owl constellation. See our latest analysis for Planet Labs PBC. The Swedish Armed Forces contract and upcoming Owl constellation have arrived after a sharp swing in Planet Labs’ market fortunes, with a 90 day share price return of 103.71% and a very large 1 year total...
NYSE:NSP
NYSE:NSPProfessional Services

Assessing Insperity (NSP) Valuation After Contrasting P/E And DCF Signals

Insperity stock performance snapshot after recent moves Insperity (NSP) has caught investor attention after recent share price moves, with the stock up about 21% over the past month but showing a roughly 38% decline over the past year. See our latest analysis for Insperity. The recent 1 month share price return of 20.89% and year to date share price return of 21.83% suggest short term momentum is improving, even though the 1 year total shareholder return of 37.82% decline points to a much...
NasdaqGS:RGLD
NasdaqGS:RGLDMetals and Mining

Royal Gold (RGLD) Lifts Dividend Again: Confident Capital Discipline or Limited Reinvestment Ambition?

Royal Gold, Inc. recently increased its 2026 dividend by 6%, marking a tenth consecutive annual hike, alongside reporting stronger quarterly revenue and net profit from its precious metals streams and royalties business. This combination of a higher shareholder payout, record-high gold prices above US$4,800 per ounce, and solid stream segment sales has drawn heightened institutional attention and mixed views from market commentators and analysts. With this backdrop of a higher dividend and...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Has Palantir Technologies (PLTR) Run Too Far After A 115% One-Year Rally?

If you are wondering whether Palantir Technologies' current share price reflects its true worth, you are not alone, the stock often sparks debate about what investors are really paying for. Palantir's share price recently closed at US$165.33, after a 7.3% decline over the past week and a 14.8% decline over the past month, even though the 1 year return sits at 115.1% and the 5 year return at 323.9%. Recent headlines around Palantir have focused on its role in data analytics and software for...
NYSE:DY
NYSE:DYConstruction

Dycom Industries Multi Year Growth Strengthens Case For Current Valuation

Dycom Industries (NYSE:DY) has reported strong multi-year trends across revenue, operating margins and earnings per share. These results point to improved profitability that aligns with higher customer demand and greater operating efficiency. The sustained performance indicates that the company may be capturing additional business in its markets, a dynamic that has not been widely discussed in recent coverage. Dycom Industries, a key contractor for telecom and broadband infrastructure,...
NasdaqGS:DCOM
NasdaqGS:DCOMBanks

Record Q4 Puts Dime Community Bancshares’ Core Growth Story In Focus

Dime Community Bancshares (NasdaqGS:DCOM) reported record Q4 results, with revenue and earnings above prior expectations. Core deposits and business loans were key growth drivers for the quarter, alongside improved margins. Management highlighted execution of its organic growth strategy as a central factor in the quarter's performance. The results point to a strengthening balance sheet and operating profile for the regional bank. Dime Community Bancshares, a regional bank focused on core...
NasdaqGS:DORM
NasdaqGS:DORMAuto Components

A Look At Dorman Products (DORM) Valuation After Its Executive Leadership Overhaul

Dorman Products (DORM) has put a fresh leadership team in place, appointing a new CFO, COO, and presidents for its Light Duty and Heavy Duty segments, a shift many investors watch closely. See our latest analysis for Dorman Products. The leadership shake up comes after a mixed stretch for the stock, with a 1 day share price return of 3.11% at US$128.06, a 90 day share price decline of 18.96%, and a 3 year total shareholder return of 37.17%. This suggests longer term holders have had a very...
NasdaqGS:CSCO
NasdaqGS:CSCOCommunications

Assessing Cisco Systems (CSCO) Valuation After Recent Share Price Pullback Without Clear News Catalyst

Cisco Systems stock moves without a clear news catalyst Cisco Systems (CSCO) shares have been moving without a clear single event driving sentiment, which can prompt investors to look more closely at the company’s recent returns and financial profile. See our latest analysis for Cisco Systems. Cisco’s recent share price pullback, including a 5.55% 1 month share price return and 3.09% year to date share price return, contrasts with a stronger 21.29% 1 year total shareholder return and 65.98% 3...
NasdaqGS:TER
NasdaqGS:TERSemiconductor

Teradyne Expands US Robotics Footprint As Valuation Stretches Beyond Targets

Teradyne (NasdaqGS:TER) announced a new US Operations Hub in Wixom, Michigan, focused on manufacturing industrial collaborative robots and potentially autonomous mobile robots. The facility is expected to create more than 200 jobs and expand the company’s robotics capabilities and client services footprint in the United States. For you as an investor, this development highlights how Teradyne is tying its robotics business more closely to rising interest in automation and AI related...
NasdaqGS:RVMD
NasdaqGS:RVMDBiotechs

Revolution Medicines Re Rated As Zoldonrasib And M&A Talks Advance

Revolution Medicines (NasdaqGS:RVMD) received FDA Breakthrough Therapy Designation for zoldonrasib in KRAS G12D mutated non small cell lung cancer. The company is reportedly in advanced M&A discussions with large pharmaceutical companies, including Merck. Both developments are recent and materially relevant to the outlook for NasdaqGS:RVMD. Revolution Medicines focuses on targeted cancer therapies, with zoldonrasib positioned in the KRAS G12D segment of non small cell lung cancer. The...
NasdaqGS:ARLP
NasdaqGS:ARLPOil and Gas

Is Alliance Resource Partners (ARLP) Still Attractive After A 7x Five Year Return?

Wondering whether Alliance Resource Partners is offering good value at its current price, or if most of the easy gains are already behind it. The unit price recently closed at US$25.11, with returns of 2.7% over the past week, 7.5% over the past month, 7.8% year to date, a 0.2% decline over the last year, and a gain of 69.2% over three years, while the five year return is very large at roughly 7x. Recent coverage of coal and broader energy markets has focused on shifting demand expectations...
NYSE:VRT
NYSE:VRTElectrical

Vertiv Expands AI Data Center Services With Next Predict As Valuation Stretches

Vertiv Holdings Co (NYSE:VRT) has launched Vertiv Next Predict, an AI powered managed service for data centers. The service uses predictive maintenance and advanced analytics to address operational risks before they disrupt infrastructure. This launch expands Vertiv's AI integrated infrastructure solutions for data center customers. Vertiv is known for power, cooling, and infrastructure solutions that keep data centers and critical facilities running. With Vertiv Next Predict, the company...
NasdaqGS:FTRE
NasdaqGS:FTRELife Sciences

How Analyst Upgrades and Margin Progress Will Impact Fortrea Holdings (FTRE) Investors

In recent days, Fortrea Holdings received a series of analyst upgrades, with firms citing stronger operational execution and healthier conditions in the biopharma market as key reasons for their improved views on the company. Analysts highlighted that Fortrea has been exceeding revenue and profit margin expectations while working to lower its debt, reshaping how investors assess its operational progress and financial discipline. We’ll now examine how this improved execution and clearer path...
NYSE:ECL
NYSE:ECLChemicals

Ecolab (ECL) Valuation Check After CDP Water Index Partnership Earnings Outlook And Dividend Hike

Ecolab (ECL) is back in focus after partnering with CDP to launch the Water Use Efficiency Index, while investors also look ahead to its upcoming fourth quarter 2025 earnings release and recent dividend increase. See our latest analysis for Ecolab. Those moves come as Ecolab’s 1 month share price return of 4.67% and year to date share price return of 6.56% point to building momentum, while its 1 year total shareholder return of 17.01% and 3 year total shareholder return of 89.64% show that...
NYSE:SSB
NYSE:SSBBanks

Will Hiring 32 New Producers Across Key Units Change SouthState Bank's (SSB) Growth Narrative?

Earlier this week, regional bank SouthState (NYSE:SSB) prepared to report quarterly results, with analysts expecting very large year-on-year revenue growth after a prior quarter in which the company outpaced revenue expectations and delivered sharply higher revenues. SouthState also moved to reinforce its growth platform by hiring 32 experienced producers across commercial, mortgage and wealth businesses in key markets, aiming to deepen client relationships and broaden revenue sources while...
NasdaqGS:POWI
NasdaqGS:POWISemiconductor

Assessing Power Integrations (POWI) Valuation After Recent Share Price Momentum

Context for recent Power Integrations moves Recent price moves in Power Integrations (POWI) have drawn attention after a 1-month return of 23.28% and a 3-month return of 4.46%, in contrast with a 1-year total return decline of 26.11%. See our latest analysis for Power Integrations. At a share price of US$45.65, Power Integrations has seen strong near term momentum, with a 1 month share price return of 23.28% and year to date share price return of 22.39%. This is set against a 1 year total...
NYSE:BC
NYSE:BCLeisure

Does Mercury-Bahama Offshore Partnership Subtly Reshape Brunswick’s (BC) Premium Marine Strategy?

Twin Vee PowerCats Co. recently announced that its premium brand Bahama Boat Works has partnered with Brunswick’s Mercury Marine division to launch new offshore boat models, with official debuts scheduled at the Palm Beach International Boat Show in March 2026. This collaboration gives Brunswick access to Bahama Boat Works’ performance-focused customer base while Mercury Marine’s global dealer network supports Bahama’s brand expansion and dealer recruitment efforts. We’ll now examine how...
NasdaqGS:AFYA
NasdaqGS:AFYAConsumer Services

Assessing Afya (NasdaqGS:AFYA) Valuation As Shares Trade On A 9.2x P/E And Discounted DCF Price

Afya stock: context for recent performance Afya (NasdaqGS:AFYA) has been on many investors’ radars after a mixed stretch in the share price, with a roughly 2.3% gain over the past day but declines over the past week and month. See our latest analysis for Afya. Zooming out, Afya’s 1 year total shareholder return decline of 10.1% and 5 year total shareholder return decline of 37.9% suggest recent share price momentum has been fading despite the latest move to $13.97. If Afya’s recent swings...
NYSE:KMI
NYSE:KMIOil and Gas

Kinder Morgan Pipeline Move Renews Growth Question Around Western Gateway Project

Kinder Morgan (NYSE:KMI) and Phillips 66 have launched a second open season for the Western Gateway Pipeline project. The project is designed to connect key refinery supply regions in the Midwest to Phoenix and major California fuel markets. The new open season focuses on expanded pipeline capacity and additional origin and destination points for shippers. Kinder Morgan, trading at $28.58, sits in the midstream space with a long established footprint in North American energy infrastructure...
NasdaqGS:PTC
NasdaqGS:PTCSoftware

PTC’s Space Contract And AI Upgrades Add Context To Valuation Story

PTC (NasdaqGS:PTC) has been selected by Reditus Space to provide its Onshape CAD and PDM platform for developing a reusable spacecraft. The spacecraft is planned for launch on a SpaceX Falcon 9 rideshare mission in 2026. PTC has also expanded its application lifecycle management portfolio with AI-driven assistants and added features aimed at regulatory compliance. PTC, known for its product development and lifecycle management software, now has fresh attention from the space sector thanks...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

IREN’s AI Pivot And New 2x Short ETF Put Risks In Focus

Launch of a 2x short leveraged ETF tied to NasdaqGS:IREN, giving traders a way to take amplified bearish positions on the stock. Ongoing shift in IREN's business focus from crypto mining to high performance AI data center infrastructure. Multi year, multibillion dollar AI infrastructure contract with Microsoft, described as a five year agreement. Together, these developments highlight changing trading dynamics and a reshaped business profile for IREN. IREN, listed on NasdaqGS:IREN, is in...
NYSE:CTOS
NYSE:CTOSTrade Distributors

How Investors Are Reacting To Custom Truck One Source (CTOS) Focused Power Grid Exposure And Capital Choices

In recent commentary, Custom Truck One Source, Inc. has drawn fresh attention as analysts highlight its focused exposure to power grid and transmission-and-distribution capital spending, supported by its highly customized utility equipment fleet and broad North American footprint. An interesting angle for investors is management’s current effort to balance debt reduction, potential ownership changes, and rental fleet expansion, which could influence the company’s cash generation profile and...