NYSE:ORCL
NYSE:ORCLSoftware

How Oracle’s Massive Data Center Expansion Affects Its 2025 Stock Valuation

Thinking about whether to hold, buy, or sell Oracle? You are in good company. Oracle’s stock has experienced considerable volatility, with short-term dips but significant growth over the past year. In just the last 90 days, shares are up almost 50%, and that one-year return is nearly 70%. Clearly, something notable is happening behind the scenes. What is driving these swings? For one, Oracle continues to secure major deals and draw investment headlines. Over the past month, news broke that...
NYSE:PFGC
NYSE:PFGCConsumer Retailing

Mixed Earnings and Efficiency Drive Might Change the Case for Investing in Performance Food Group (PFGC)

Performance Food Group reported its fourth quarter and full-year 2025 results, delivering US$16.94 billion in quarterly sales and offering guidance for fiscal 2026 sales between US$67 billion and US$68 billion. Despite higher sales, the company posted a year-over-year decline in both quarterly and full-year net income, prompting management to highlight continued efficiency initiatives and disciplined capital allocation, including share buybacks and potential acquisitions. We'll explore how...
NYSE:LMT
NYSE:LMTAerospace & Defense

Lawsuits Over Internal Controls and Contracts Might Change The Case For Investing In Lockheed Martin (LMT)

Several law firms recently announced class action lawsuits against Lockheed Martin, alleging that the company failed to disclose internal control weaknesses and overstated its ability to deliver on contract commitments, following the disclosure of significant pre-tax losses on classified programs in late 2024, early 2025, and July 2025. These lawsuits claim that Lockheed Martin made materially misleading statements, which has resulted in substantial attention from investors and triggered a...
NYSE:SILA
NYSE:SILAHealth Care REITs

Will Sila Realty Trust's (SILA) US$250 Million Equity Offering Redefine Its Capital Allocation Narrative?

On August 12, 2025, Sila Realty Trust, Inc. announced a US$250 million at-the-market follow-on equity offering and filed a comprehensive shelf registration for multiple types of securities, including common and preferred stock, depositary shares, warrants, purchase contracts, and units. This move expands Sila Realty Trust’s capital-raising flexibility while also raising important questions about potential dilution and capital deployment priorities for investors. We’ll examine how Sila’s...
NYSE:JCI
NYSE:JCIBuilding

Is Johnson Controls International Fully Priced After Strong 53% Return and Recent Earnings Beat?

Thinking about what to do next with Johnson Controls International stock? You are not alone. Investors have been watching JCI’s distinct price action over the past year and weighing up the company’s future, especially as expectations across the industrial sector keep shifting. After a rollercoaster 2023, the past twelve months have brought a substantial total return of about 53% for Johnson Controls’ shareholders. That impressive run comes in addition to a hefty 104% return over three years,...
NYSE:GIS
NYSE:GISFood

General Mills (GIS): Exploring Its Valuation After Recent Share Price Decline

General Mills (GIS) just slipped into headlines after another dip, as shares gave up roughly half a percent at the close. The move might seem modest, but it is enough to catch some investors’ attention, especially for those watching the food sector’s defensive names. Without a single event behind the slide, it does raise the question: are traders simply recalibrating expectations, or is something bigger brewing under the surface? If you pan out, the bigger story comes into focus. Over the...
NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

How Upwork’s (UPWK) Launch of Lifted Is Shaping Its Enterprise Investment Story

In August 2025, Upwork Inc. announced the launch of Lifted, a wholly owned subsidiary designed to provide enterprise clients with a unified platform for talent sourcing, contracting, and workforce management across all contingent workforce models. This initiative integrates the technology and capabilities from recent acquisitions and grants enterprises access to Upwork’s extensive global talent pool, addressing increasing demand for compliant, flexible work platforms amid the rapid expansion...
NasdaqGS:ORLY
NasdaqGS:ORLYSpecialty Retail

How Investors Are Reacting To O'Reilly Automotive (ORLY) Completing Its Multi-Year Share Buyback Program

O’Reilly Automotive recently completed a buyback tranche, repurchasing 9,404,000 shares for US$857.19 million between April and August 2025, finalizing a very large buyback program that started in 2011. This substantial completion of the repurchase initiative signals management’s ongoing confidence in the company’s long-term performance and their commitment to returning capital to shareholders. With the buyback program now complete, we’ll consider how returning capital to shareholders could...
NasdaqGS:PODD
NasdaqGS:PODDMedical Equipment

Is Insulet’s Rapid 79% Surge in 2024 Justified After New Medicare Coverage News?

If you are trying to make sense of Insulet’s recent run, you are not alone. Whether you already hold shares or are weighing a new buy, it is tough to look away from a stock that has powered up nearly 30% year-to-date and delivered a whopping 79% total return over the past year. The buzz makes sense, with Insulet’s sales up by more than 14% and annual net income growth topping 23%. All of this comes with the shares closing recently at $333, just a modest 5.7% below the average analyst price...
NYSE:DE
NYSE:DEMachinery

How the Latest Q2 Earnings Beat Impacts Deere’s Outlook for 2025

Thinking about what to do with Deere stock right now? You are not alone. Investors have watched Deere ride out both the ups and downs in recent months, with shares recently closing just below $493. On a day-to-day basis, the stock has been fairly stable, but over the last year, Deere has delivered an impressive 32.5% total return. With a five-year total return close to 149%, it is no wonder people are questioning whether there is still runway left for growth. Much of the discussion around...
NYSEAM:UEC
NYSEAM:UECOil and Gas

Uranium Energy (UEC): How Does Its Valuation Stack Up After Recent Share Gains?

If you held shares of Uranium Energy (UEC) over the past month, you probably noticed your portfolio got a boost. The stock climbed nearly 17% in that period. There has been no game-changing headline or sudden corporate announcement to spark this run, but that kind of momentum is enough to get any investor wondering if the market sees value others have missed, or if this is just another blip in a volatile sector. This move fits into a bigger picture of rising momentum for Uranium Energy,...
NasdaqGS:INSM
NasdaqGS:INSMBiotechs

Why Insmed (INSM) Is Up 5.4% After FDA Approves First Oral NCFB Therapy BRINSUPRI

On August 12, 2025, Insmed Incorporated announced that the U.S. FDA approved BRINSUPRI (brensocatib), the first and only FDA-approved oral therapy for non-cystic fibrosis bronchiectasis in adults and children 12 years and older, with Maxor Specialty Pharmacy later selected as a limited distribution provider. This approval not only introduces a first-in-class treatment for an underserved patient population but also positions Insmed to potentially establish a new standard of care for...
NYSE:CI
NYSE:CIHealthcare

Cigna (CI): Exploring the Stock's Valuation as Shares Move Past $300

If you have been following Cigna Group (CI) lately, you’ve probably noticed the stock’s share price drifting higher. The increase has been subtle, but just enough to catch the eye. There hasn’t been a single major announcement sparking this move; however, with a share price now sitting above $300 and a year-to-date gain over 10%, many investors are wondering whether the recent momentum is revealing something about sentiment or simply reflects the normal ebb and flow of a maturing company...
NasdaqGS:NTRS
NasdaqGS:NTRSCapital Markets

Northern Trust (NTRS): Examining Valuation After Recent Share Price Climb

Something caught your eye with Northern Trust (NTRS) today? While there is no breaking development triggering an abrupt move, this recent bump in the share price might have some investors wondering if market optimism is building or simply reacting to shifting expectations. In moments like this, it pays to look under the hood and see if this near-term momentum matches up with the underlying business or if we are just seeing market noise. Over the past year, Northern Trust stock has recorded a...
NYSE:WRB
NYSE:WRBInsurance

W. R. Berkley (WRB): Assessing Valuation After Launch of Specialty Insurer Berkley Edge and Strategic Leadership Appointment

W. R. Berkley (WRB) just unveiled Berkley Edge, a brand-new operation dedicated to serving small and mid-sized businesses with professional liability and casualty insurance, especially in cases that are tough to underwrite. This move, along with the appointment of industry veteran Jamie Secor to lead the venture, is a clear statement about where the company sees opportunity: in specialty insurance, targeting risks that many competitors pass by. For investors, this expansion is worth a closer...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

Is BWXT’s Share Price Still Justified After Recent 63% Surge and Strong Earnings?

If you are sitting on the fence about what to do with BWX Technologies stock right now, you are definitely not alone. With its impressive run over the last year, climbing more than 63%, BWXT has landed squarely on the radar for many investors searching for growth stories and stable plays alike. The stock’s gains are even more eye-catching when you zoom out, doubling over the last three and five years, and surging more than 51% in just the past three months. These outsized returns tell a story...
NasdaqGS:TRIP
NasdaqGS:TRIPInteractive Media and Services

Is Tripadvisor's (TRIP) Share Buyback Signaling Sustained Turnaround or Just a Short-Term Boost?

Tripadvisor reported higher second quarter revenue and earnings, confirmed its full-year growth guidance, and completed a significant repurchase, buying back 2,808,080 shares for US$39.93 million between April and June 2025. Year-to-date, Tripadvisor improved net income from a loss to a profit, providing fresh evidence of turnaround momentum and ongoing operational improvement. We’ll examine how Tripadvisor’s upturn in profitability and ongoing share buyback could influence its investment...
NYSE:NVO
NYSE:NVOPharmaceuticals

Novo Nordisk (NYSE:NVO): Exploring Valuation After Extended Stock Slide

It is not every day that Novo Nordisk (NYSE:NVO) catches eyes for all the wrong reasons, but this week’s slide has certainly prompted investors to pause. The stock dropped by roughly 0.9% in the past day and now sits a staggering 58% below its level a year ago. While there is no single dramatic event driving these shifts, the persistent decline has many wondering whether this signals deeper issues or simply reflects changing market sentiment around the pharmaceutical sector. Looking at a...
NYSE:ETN
NYSE:ETNElectrical

Eaton (ETN): Evaluating Share Value Following Recent Stock Price Dip

If you have been tracking Eaton (ETN) lately, you probably noticed some movement in its stock price that might give investors pause. Shares have dipped by about 7% over the past month, without any single significant news event capturing headlines. Sometimes, it is exactly these kinds of shifts that leave people wondering whether the market is adjusting to new information behind the scenes, perhaps related to anticipation around future growth or changing risk perceptions. Looking at the bigger...
NYSE:DHI
NYSE:DHIConsumer Durables

How Strong Earnings Reports Are Shaping D.R. Horton’s Market Value in 2025

If you have D.R. Horton in your portfolio or have been watching from the sidelines wondering if now is the time to buy, you are not alone. The stock has been anything but boring lately. Over the past month, shares are up roughly 24.5%. Looking back three months, that gain stretches to more than 37%. Even after accounting for a small dip over the last week, the recent surge shows investors are betting on growth, or at least a shift toward renewed optimism around homebuilders. D.R. Horton has...
NYSE:SPH
NYSE:SPHGas Utilities

Should Suburban Propane's Earnings and Debt Trends Prompt Fresh Consideration From SPH Investors?

Suburban Propane Partners reported its third-quarter and nine-month earnings results, showing third-quarter revenue of US$260.15 million and a net loss of US$14.84 million, while nine-month revenue reached US$1.22 billion with net income of US$141.71 million. Despite year-over-year improvements in revenue and net results, concerns remain about the company's high debt, repeated distribution cuts, and use of ATM equity programs. Next, we will examine how these debt and distribution concerns...