NYSE:DCO
NYSE:DCOAerospace & Defense

How Ducommun’s Profit Beat and Steady Growth May Shape Expectations for DCO Investors

Earlier this year, Ducommun reported quarterly revenue of US$212.6 million, up 5.5% year on year, meeting analyst expectations while delivering stronger-than-expected adjusted operating income and EPS. This combination of solid top-line growth and outperformance on key profit metrics stood out against a mixed aerospace sector backdrop and appears to have reassured investors about the company’s underlying execution. Now we’ll explore how Ducommun’s profit beat, alongside steady revenue...
NYSE:WMK
NYSE:WMKConsumer Retailing

What Weis Markets (WMK)'s Expanded Edible Garden Herb Partnership Means For Shareholders

Edible Garden AG Incorporated recently began supplying fresh potted herbs, hydroponic basil, and cut herb varieties to Weis Markets, taking over a fully integrated fresh herb program that includes proprietary in-store displays to improve presentation and reduce food waste. This partnership leverages Weis Markets’ central location near Edible Garden’s greenhouse to cut food miles, reinforce sustainability efforts, and support fresher product availability for shoppers. We’ll examine how Weis...
NYSE:SITE
NYSE:SITETrade Distributors

Evaluating SiteOne Landscape Supply (SITE) After Robust Q3 Beat and Fresh Buy-Rated Coverage

SiteOne Landscape Supply (SITE) has been getting extra attention after a solid Q3, with double digit Adjusted EBITDA growth and better operating leverage helping the stock edge higher despite a choppy backdrop. See our latest analysis for SiteOne Landscape Supply. That Q3 beat and the integration of Irrigator Tech, plus fresh Buy-rated coverage, have helped stabilize sentiment. Yet the share price return over the past year remains slightly negative while the three year total shareholder...
NasdaqCM:VFF
NasdaqCM:VFFFood

Should Village Farms’ New Cannabis Strategy Chief Hire Reshape the Long-Term Growth Story for VFF Investors?

Earlier this month, Village Farms International created a new Global Chief Strategy Officer role and appointed Brian Stevenson, a veteran of British American Tobacco, Pharmascience, and ROSE LifeScience, to lead its long-term global growth, market assessment, and integration agenda across regions and business units. By bringing in an executive who has built and scaled a cannabis company in Quebec and run major initiatives in tightly regulated consumer markets, Village Farms is signaling a...
NYSE:TDG
NYSE:TDGAerospace & Defense

TransDigm Group (TDG): Assessing Valuation After Recent Share Price Pullback

Recent performance and what is driving interest TransDigm Group (TDG) has been quietly recalibrating after a strong multi year run, with the stock slipping about 5% over the past month even as fundamentals continue to trend higher. See our latest analysis for TransDigm Group. That recent pullback sits against a much stronger backdrop, with the latest share price at $1,276.83 and multi year total shareholder returns still comfortably in triple digit territory. This suggests that momentum is...
NYSE:PSA
NYSE:PSASpecialized REITs

Public Storage (PSA): Evaluating Today’s Valuation After the Recent Share Price Pullback

Public Storage (PSA) has quietly slipped about 7% over the past month and nearly 13% this year, even as its revenue and net income continue to grow, creating a curious gap between fundamentals and sentiment. See our latest analysis for Public Storage. That slide reflects cooling momentum more than collapsing confidence: despite a year to date share price return of negative 12.6 percent and a 1 year total shareholder return of negative 9.2 percent, long term holders still show a 5 year total...
NasdaqGS:ITRI
NasdaqGS:ITRIElectronic

What Itron (ITRI)'s Tucson Smart Water Deal Means For Its Utility Digitization Strategy

Itron, Inc. recently announced it is working with the City of Tucson’s Tucson Water to deploy its AMI Essentials for water solution, including 250,000 smart water communication modules, cellular Network-as-a-Service and the Temetra meter data management platform, in a multi‑year project running through 2029 to support the city’s long-term conservation plans. This collaboration underscores how Itron’s bundled, cloud-based offering can modernize medium-sized utilities by turning existing...
NYSE:OGS
NYSE:OGSGas Utilities

A look at ONE Gas’s valuation after its new $120 million pipeline joint project announcement

ONE Gas (OGS) just put fresh attention on its stock with a joint infrastructure project in southeast Oklahoma, committing about $120 million to a new natural gas pipeline feeding Western Farmers Electric Cooperative. See our latest analysis for ONE Gas. That backdrop helps explain why, even after a recent 1 month share price return of negative 6.5 percent, ONE Gas still shows a year to date share price return of 13.4 percent and a 1 year total shareholder return of 16.9 percent. This suggests...
NasdaqGS:WGS
NasdaqGS:WGSHealthcare

Is JAMA’s GUARDIAN Nod Quietly Reframing GeneDx (WGS) as a Core Newborn Genomics Platform?

In December 2025, GeneDx announced that its GUARDIAN newborn genomic screening study was selected for JAMA’s highly selective Research of the Year Roundup, recognizing peer-reviewed results showing a 72% parental consent rate, a 3.7% screen-positive rate, and a high rate of diagnoses beyond traditional newborn screening. The honor underscores how large-scale genomic newborn screening can uncover treatable, otherwise-missed childhood conditions such as certain long QT syndrome, Wilson...
NasdaqGM:PAHC
NasdaqGM:PAHCPharmaceuticals

Phibro Animal Health (PAHC): Assessing Valuation After a Recent Pullback and Strong Year-to-Date Rally

Phibro Animal Health (PAHC) has quietly outperformed this year, and with the stock pulling back about 11% over the past month, investors are asking whether this is a healthy reset or an early warning. See our latest analysis for Phibro Animal Health. At a share price of $37.25, Phibro’s recent pullback, including a 1 month share price return of negative 10.52 percent, comes after a powerful run that has delivered a roughly 80 percent year to date share price gain and a standout multi year...