NYSE:BYD
NYSE:BYDHospitality

Is It Time To Reassess Boyd Gaming (BYD) After Its Strong Multi Year Share Price Run

If you are wondering whether Boyd Gaming's share price still offers value after its long run on the market, this article will walk you through what the current numbers might be telling you. The stock recently closed at US$85.09, with returns of 13.8% over 1 year, 43.3% over 3 years, and 92.8% over 5 years. The shorter term picture shows a 5% decline over 7 days and a 1.3% decline year to date. Recent attention on Boyd Gaming has been shaped by ongoing discussion around the US gaming and...
NasdaqGS:CNXC
NasdaqGS:CNXCProfessional Services

Is There Now An Opportunity In Concentrix (CNXC) After Multi Year Share Price Weakness

If you are wondering whether Concentrix is attractively priced or just a value trap, its recent share performance and current valuation checks give you a lot to weigh up. The stock last closed at US$43.54, with returns of 3.2% over 7 days, 8.3% over 30 days, 5.7% year to date, but a 14.8% decline over 1 year and a 67.5% decline over 3 years, compared to a 60.0% decline over 5 years. These mixed returns set the backdrop for the rest of the analysis, as the price history can influence how...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

Does Duolingo’s New CFO From Its Own Board Refine Or Reinforce Its Strategy Story (DUOL)?

Duolingo has announced that long-time board member and Audit Chair Gillian Munson will become Chief Financial Officer on February 23, 2026, succeeding outgoing CFO Matt Skaruppa, who will stay on in an advisory capacity to support the handover. Munson’s move from Duolingo’s board and audit committee into the CFO role brings deep familiarity with the company’s financial oversight alongside prior finance leadership at Vimeo, Iora Health, and XO Group. With the stock showing a 0.47% one-day...
NasdaqGS:CCC
NasdaqGS:CCCSoftware

Assessing CCC Intelligent Solutions Holdings (CCC) Valuation After New Nissan OEM Link Partnership

Why Nissan’s OEM Link partnership matters for CCC Intelligent Solutions Holdings (CCC) CCC Intelligent Solutions Holdings (CCC) recently announced that Nissan will be the first automaker to join its new OEM Link Network. This will tie CCC’s software more deeply into Nissan’s Certified Collision Repair Network. Through this arrangement, CCC will manage certified network operations for roughly 2,000 Nissan affiliated repair facilities across the U.S., handling shop audits, billing, and...
NYSE:KKR
NYSE:KKRCapital Markets

Is KKR (KKR) Still Attractive After Recent Share Price Weakness?

Wondering if KKR at around US$123 a share is a bargain or just expensive hype? This article walks you through what the current price might really be telling you about value. The stock has seen a 6% decline over the last 7 days, a 5.7% decline over 30 days and a 4.2% decline year to date, while the 1 year return sits at a 24.9% decline against much stronger 3 year and 5 year returns of 128.4% and 231.4% respectively. These swings have come alongside ongoing attention on KKR as a major name in...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

Is It Time To Reassess F5 (FFIV) After Recent Share Price Weakness?

If you are wondering whether F5's current share price lines up with its underlying value, you are not alone. This article is built to help you connect the stock price to the fundamentals. F5 closed at US$262.00, with returns of a 4.4% decline over the last 7 days, 0.6% over 30 days, 2.1% year to date, a 4.0% decline over 1 year, 77.3% over 3 years and 30.1% over 5 years. Taken together, this gives a mixed picture of how the market has been reassessing the stock over different...
NYSE:AES
NYSE:AESRenewable Energy

Assessing AES (AES) Valuation As AI Linked Renewable Backlog And Data Center Deals Draw Attention

AES (AES) is drawing investor attention after highlighting its 11.1 GW contracted project backlog and 4.2 GW of data center power purchase agreements, tying its renewable buildout directly to accelerating AI and clean energy demand. See our latest analysis for AES. At a share price of $14.61, AES has seen a 5.1% 1 month share price return and a 34.5% 1 year total shareholder return, while the 3 year and 5 year total shareholder returns remain negative. This suggests that recent momentum is...
NasdaqGS:COKE
NasdaqGS:COKEBeverage

Is Coca-Cola Consolidated’s (COKE) Speedway Deal And Dividend A Hint On Its Capital Priorities?

Coca-Cola Consolidated recently announced that its Board of Directors declared a first-quarter 2026 dividend of US$0.25 per share, payable on February 6, 2026, to stockholders of record as of January 23, 2026, and entered a multiyear partnership as the official soft beverage and water sponsor of Indianapolis Motor Speedway. The new Indianapolis Motor Speedway agreement returns Coca-Cola products to a premier racing venue after six years, giving Coca-Cola Consolidated branded exposure across...
NYSE:RTX
NYSE:RTXAerospace & Defense

A Look At RTX (RTX) Valuation After New Defense Contracts And Sector Tailwinds

RTX Corporation (RTX) is back in focus after a series of defense related contract wins, including Tomahawk missile modernization work, new aerospace parts distribution agreements, and participation in U.S. air traffic control radar upgrades. See our latest analysis for RTX. RTX shares trade at US$196.34 after a 5.7% 1 month share price return and a 9.9% 3 month share price return, while the 1 year total shareholder return of 58.37% and 5 year total shareholder return of 223.03% indicate...
NYSE:TDC
NYSE:TDCSoftware

Teradata (TDC) Valuation Check As New CISO Hire Supports Cloud And AI Security Expansion

Why Teradata’s New CISO Matters for Stock Watchers Teradata (TDC) has appointed Ken Ricketts as Senior Vice President and Chief Information Security Officer, placing a seasoned cloud and AI security leader at the center of its enterprise-wide security program. For investors tracking how Teradata supports its data and AI platforms, this move highlights management focus on risk, compliance, and secure product development at a time when cybersecurity is a core consideration for enterprise...
NasdaqGM:DJT
NasdaqGM:DJTInteractive Media and Services

Trump Media And Technology Group (DJT) Valuation After Launch Of Shareholder Blockchain Token Rewards Plan

Trump Media & Technology Group (DJT) is tying its stock more closely to crypto by planning nontradable blockchain-based tokens for shareholders of record on February 2, 2026, in partnership with Crypto.com. See our latest analysis for Trump Media & Technology Group. After a volatile year in which the 1 year total shareholder return is down 58% despite a modest 2.6% year to date share price return, recent 7 day and 1 day share price gains hint at short term momentum attempting to rebuild...
NYSE:FBIN
NYSE:FBINBuilding

How Fortune Brands' Extended US$1.25 Billion Credit Facility Will Impact Fortune Brands Innovations (FBIN) Investors

Fortune Brands Innovations has amended and restated its unsecured revolving credit agreement, extending its US$1.25 billion senior facility to January 16, 2031, with flexible borrowing options for working capital, capital spending and acquisitions. This expanded liquidity backstop, tied to the company’s commercial paper program and subject to leverage and interest coverage covenants, reshapes how Fortune Brands can finance growth despite recent pressure on organic revenue and margins. We’ll...
NYSE:PSN
NYSE:PSNProfessional Services

Is Parsons’ New Murabba Infrastructure Mandate Reshaping The Investment Case For Parsons (PSN)?

In January 2026, Parsons Corporation announced it had been awarded a 60‑month contract by the PIF-owned New Murabba Development Company to serve as Infrastructure Lead Design Consultant, providing design and engineering services across infrastructure, public buildings, landscape, and public realm for the vast New Murabba urban development, anchored by the iconic Mukaab structure. This work cements Parsons’ role at the center of one of Saudi Arabia’s highest-profile giga projects, deepening...
NYSE:KLAR
NYSE:KLARDiversified Financial

Klarna Group (KLAR) Valuation Check After Recent Share Price Rebound And Ongoing Losses

Why Klarna Group (KLAR) is back on investors’ radar Klarna Group (KLAR) has been drawing attention after recent share moves, with a 5.1% gain over the past day contrasting with weaker returns over the past month and past three months. For investors, this mixed price performance sits alongside annual revenue of US$3,209.0 million and a net loss of US$224.0 million. This highlights a business that is still in investment and scale-up mode. See our latest analysis for Klarna Group. The recent...
NasdaqGS:HOOD
NasdaqGS:HOODCapital Markets

Robinhood’s MIAX Deal Deepens Derivatives Push And Tests Rich Valuation

Robinhood Markets (NasdaqGS:HOOD) is acquiring a 90% stake in MIAX Derivatives Exchange in partnership with Susquehanna International Group. The deal expands Robinhood's presence in prediction markets and regulated derivatives trading. The move comes alongside planned acquisitions in Indonesia's brokerage and digital asset sectors. Robinhood is moving further beyond its core app based brokerage model with this MIAXdx transaction, tying its brand more closely to derivatives and prediction...
NYSE:CRGY
NYSE:CRGYOil and Gas

How Eagle Ford and Permian Deals Reshaping Margins Will Impact Crescent Energy (CRGY) Investors

In recent weeks, Wall Street analysts including BMO Capital Markets and Evercore ISI have turned positive on Crescent Energy ahead of its now-past fiscal Q4 2025 results announcement on February 25, highlighting the company’s acquisitions in the Eagle Ford and its move into the Permian basin. Analysts argue these deals have reshaped Crescent Energy’s business profile by improving margins and cost structures, even as 2026 is expected to be a transition year with declining legacy production...
NYSE:CBZ
NYSE:CBZProfessional Services

CBIZ Financial Services Shakeup Raises Questions On Valuation And Execution

CBIZ (NYSE:CBZ) announced that Chris Spurio is stepping down from his role as President of Financial Services. Spurio will transition into a consulting role with the company instead of remaining in an executive position. The move marks a leadership change in CBIZ's financial services segment, a core area of its business. CBIZ operates as a professional services provider, with offerings that include accounting, insurance, benefits, and advisory services. A change at the top of its financial...
NasdaqGS:IBRX
NasdaqGS:IBRXBiotechs

A Look At ImmunityBio (IBRX) Valuation After FDA Anktiva Pathway And Saudi Approvals

ImmunityBio (IBRX) is back in focus after the FDA outlined a path to resubmit its Anktiva supplemental biologics filing for papillary bladder cancer without new trials, alongside fresh approvals in Saudi Arabia. See our latest analysis for ImmunityBio. The recent FDA feedback and Saudi approvals came on top of a powerful run, with a 30-day share price return of 248.81% and a year to date share price return of 262.62%. The 1-year total shareholder return of 134.78% and 3-year total shareholder...
NYSE:LTH
NYSE:LTHHospitality

Is Life Time (LTH) Turning Its Gyms Into a Unified Wellness Ecosystem With New EVEREVE Tie-Up?

Life Time Group Holdings has issued updated earnings guidance for the fourth quarter of 2025, the full years 2025 and 2026, alongside new brand-building moves including a Life Time x EVEREVE capsule collection and an expanded 2026 calendar of owned athletic events. Together, the forward guidance and lifestyle collaborations underline Life Time’s push to position its clubs, apparel, and endurance events as a connected wellness ecosystem rather than stand-alone offerings. We’ll now examine how...
NYSE:LOW
NYSE:LOWSpecialty Retail

Lowe's Expands Pro Focus As Valuation And Momentum Draw Attention

Lowe's Companies (NYSE:LOW) is expanding its focus on professional customers through acquisitions and new product partnerships. The company has acquired Artisan Design Group and Foundation Building Materials to deepen its reach in pro-focused services and supplies. Lowe's is also broadening its assortment for trade professionals by hosting SKYX Platforms ceiling products in its stores and online. Lowe's Companies, trading around $274.95, has logged a 13.5% return over the past 30 days and...
NasdaqGS:MDGL
NasdaqGS:MDGLBiotechs

Madrigal Pharmaceuticals (MDGL) Valuation After New Pfizer License For Ervogastat In MASH Therapy Combinations

Madrigal’s new Pfizer license puts MASH combinations in focus Madrigal Pharmaceuticals (MDGL) has moved into the spotlight after signing an exclusive global license agreement with Pfizer for ervogastat, a clinical stage DGAT 2 inhibitor aimed at MASH combination therapies. The deal ties Madrigal’s existing MASH franchise to a potential companion drug that targets triglyceride assembly and liver fat. This pairing is one investors may watch closely as the company outlines its plans at the...
NYSE:DAL
NYSE:DALAirlines

Delta Air Lines 787 Order Highlights Long Haul Growth And Valuation Upside

Delta Air Lines, NYSE:DAL, has agreed to purchase up to 60 Boeing 787-10 aircraft as part of a large widebody fleet refresh. The commitment focuses on future international flying and aims at improved fuel efficiency and operating economics. The order adds a new Boeing widebody type to Delta's long haul fleet, with deliveries expected to support long term network growth. For investors watching NYSE:DAL at a share price of $68.95, this fleet decision provides more detail on how Delta is...
OTCPK:FNMA
OTCPK:FNMADiversified Financial

Federal National Mortgage Association (FNMA) Is Down 7.9% After Trump Orders $200 Billion MBS Purchases - What's Changed

In recent days, President Trump directed Fannie Mae and Freddie Mac to purchase US$200 billion in mortgage-backed securities and advanced executive orders aimed at lowering mortgage rates and curbing large institutional purchases of single-family homes to address housing affordability. These policy moves could reshape how Fannie Mae operates at the center of the US housing finance system, influencing mortgage availability, borrower behavior, and the balance between individual homebuyers and...
NYSE:NET
NYSE:NETIT

Cloudflare AI Push Faces Valuation Concerns And Recent Share Weakness

Cloudflare (NYSE:NET) has acquired the Astro web framework team to expand tools for content creators and developers. The company has also acquired Human Native, an AI data marketplace, to strengthen its AI-focused offerings. Cloudflare has expanded its partnership with JD Cloud with a goal of reducing AI latency by up to 80% for customers. Cloudflare runs a global cloud platform that helps developers and businesses deliver content and applications closer to users. With AI workloads growing,...