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OTCPK:FMBL
OTCPK:FMBLBanks

Is Farmers & Merchants Bank of Long Beach (OTCPK:FMBL) Trading Too Far Above Its Fundamentals?

If you are wondering whether Farmers & Merchants Bank of Long Beach is priced attractively at around US$8,435 per share, you are not alone. This article is built to help you frame that question clearly. The stock has been relatively steady in the short term, with a 0.2% 7 day decline and returns of 1.0% over 30 days, 1.9% year to date and 50.9% over the last year, plus 29.0% over 3 years and 24.3% over 5 years. Recent coverage of Farmers & Merchants Bank of Long Beach has focused on its...
NasdaqGS:RELY
NasdaqGS:RELYDiversified Financial

The Bull Case For Remitly Global (RELY) Could Change Following Profitability, 2026 Outlook And New AI-Focused CEO

Remitly Global has reported past fourth-quarter 2025 revenue of US$442.18 million and full-year revenue of US$1.64 billion, swung to profitability, issued positive 2026 guidance, and announced Sebastian J. Gunningham as its new CEO while co-founder Matt Oppenheimer remains Chairman. The combination of a return to net income, guidance for continued revenue growth, and leadership bringing deep payments and AI experience is reshaping how investors assess Remitly’s long-term role in digital...
NYSE:SYK
NYSE:SYKMedical Equipment

Is It Too Late To Consider Stryker (SYK) After Recent Share Price Strength?

If you are wondering whether Stryker's share price around US$386 still offers value, you are not alone; many investors are trying to work out what a fair price looks like today. Over shorter periods, the stock has seen returns of 3.6% over the last 7 days, 8.9% over the last 30 days and 10.9% year to date, while the 1 year return sits at 0.2% and the 3 and 5 year returns are 51.6% and 72.4% respectively. Recent news coverage around Stryker has mainly centered on its position as a large...
NYSE:ALSN
NYSE:ALSNMachinery

Allison Transmission Raises Dividend As Acquisition Reshapes Cash Return Potential

Allison Transmission Holdings (NYSE:ALSN) has approved a 7% increase to its quarterly dividend. The dividend change follows the completion of the Off Highway Drive & Motion Systems acquisition from Dana Incorporated. The acquisition expands Allison's product portfolio and global presence in drivetrain and propulsion systems. Allison Transmission Holdings, known for its fully automatic transmissions and propulsion solutions, is leaning further into its core strengths as it integrates the Off...
NYSE:F
NYSE:FAuto

Ford’s Massive Recall Puts Quality Risks And Valuation In Focus

Ford Motor announced recalls affecting more than 4.7 million vehicles in the U.S., including pickup trucks and SUVs. Over 4.3 million trucks and SUVs are being recalled for software issues linked to braking and trailer lighting systems. More than 400,000 Explorer SUVs are being recalled for suspension defects that could lead to loss of steering control. For investors watching NYSE:F, this is a large-scale safety event for a company that remains a major player in U.S. autos. Ford shares last...
NasdaqGS:DRVN
NasdaqGS:DRVNConsumer Services

Why Driven Brands (DRVN) Is Down 32.8% After Revealing Material Errors In Past Financials And Delays

Earlier this week, Driven Brands Holdings Inc. disclosed that it had identified material errors in its financial statements for fiscal years 2023 and 2024, along with multiple quarters in 2025, and therefore will not meet the SEC deadline for filing its latest Form 10-K. The announcement that past financial statements should not be relied upon, tied to issues in lease accounting, cash reconciliations, and expense classification, raises fresh questions about Driven Brands’ historical...
NYSE:RJF
NYSE:RJFCapital Markets

Assessing Raymond James Financial (RJF) Valuation After Recent Cooling In Short Term Share Momentum

Raymond James Financial overview Raymond James Financial (RJF) has recently been drawing attention after a mixed stretch in its share performance, with a modest gain over the past 3 months but a decline over the past month catching investor eyes. The company operates as a diversified financial services provider across private client, capital markets, asset management, and banking, with annual revenue of US$14.2b and net income of US$2.1b. See our latest analysis for Raymond James...
NasdaqGS:SNPS
NasdaqGS:SNPSSoftware

Synopsys (SNPS) Margin Compression In Q1 2026 Challenges High Growth Narratives

Synopsys (SNPS) has kicked off Q1 2026 with total revenue of US$2.4b and basic EPS of US$0.34, setting the stage against a trailing twelve month picture that includes US$8.0b in revenue and basic EPS of US$6.40. Over recent quarters, the company has reported revenue of US$1.46b in Q1 2025, US$1.60b in Q2, US$1.74b in Q3 and US$2.25b in Q4, while quarterly basic EPS over that period ranged from US$1.91 to US$2.42. With trailing net profit margins now at 13.8% and influenced by a large one off...
NYSE:FAF
NYSE:FAFInsurance

A Look At First American Financial (FAF) Valuation After Strong Q4 Growth And Analyst Outlook Upgrades

First American Financial (FAF) is in focus after a strong fourth quarter, where adjusted revenue and earnings per share grew sharply, supported by 35% commercial revenue growth and improved operating leverage that caught analysts’ attention. See our latest analysis for First American Financial. The stronger fourth quarter appears to be feeding into momentum, with a 1-day share price return of 1.0%, a 30-day share price return of 5.5%, and a year-to-date share price return of 11.8%. The 5-year...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Coupang (CPNG) Valuation Check After Data Breach Fallout And Fourth Quarter Net Loss

Why Coupang’s latest quarter matters for investors Coupang (CPNG) reported fourth quarter results that turned a year earlier profit into a net loss, as a large data breach, regulatory pressure, and supplier related fines weighed on revenue and earnings. See our latest analysis for Coupang. The data breach, regulatory action in Korea, and a Q4 earnings miss have been reflected in the share price, with a 90 day share price return of a 33.56% decline and a 1 year total shareholder return of a...
NYSE:MRP
NYSE:MRPSpecialized REITs

Assessing Millrose Properties (MRP) Valuation After Strong 1 Year Shareholder Return

Millrose Properties (MRP) has drawn investor interest after recent trading left the stock at a last close of US$31.11, with returns of 4.4% over the past month and 2.1% over the past 3 months. See our latest analysis for Millrose Properties. Beyond the recent gains, Millrose Properties shows a 1 year total shareholder return of 50.22%, which contrasts with its more modest short term share price returns and suggests that earlier momentum now appears more measured. If Millrose’s move has you...
NYSE:WT
NYSE:WTCapital Markets

WisdomTree’s Tokenized Fund Approval Tests Growth Promise Against Rich Valuation

WisdomTree (NYSE:WT) received SEC approval to offer intraday trading and instant settlement for tokenized shares of its Treasury Money Market Digital Fund. The approval allows 24/7 trading of these tokenized money market fund shares in the U.S. This marks a first of its kind use of blockchain infrastructure for a registered U.S. mutual fund with continuous trading and immediate settlement. WisdomTree, known for its exchange traded products and digital asset initiatives, is moving deeper...
NasdaqGM:ACMR
NasdaqGM:ACMRSemiconductor

ACM Research (ACMR) Margin Compression Challenges Bullish Growth Narratives After FY 2025 Results

ACM Research FY 2025 Earnings Snapshot ACM Research (ACMR) has wrapped up FY 2025 with fourth quarter revenue of US$244.4 million and basic EPS of US$0.12, alongside trailing twelve month revenue of US$901.3 million and EPS of US$1.47. Over recent periods the company has seen quarterly revenue move from US$223.5 million and EPS of US$0.49 in Q4 2024 to a peak of US$269.2 million and EPS of US$0.56 in Q3 2025 before landing at current levels. This puts the spotlight squarely on how efficiently...
NYSE:CDRE
NYSE:CDREAerospace & Defense

Cadre Holdings Outpaces Sector With Earnings Growth And Investor Interest

Cadre Holdings (NYSE:CDRE) has reported strong annual growth in revenue and earnings over the past two years, outpacing sector peers. The company has also posted solid share price performance, with the stock up 33.5% over the past year. At a recent close of $43.69, the stock reflects investor interest in Cadre Holdings' expanding market presence. Cadre Holdings, trading on the NYSE under ticker CDRE, has attracted attention with its mix of business growth and share price gains. The stock is...
NasdaqGS:CTAS
NasdaqGS:CTASCommercial Services

Cintas Awards Highlight Management Strength While Valuation And Debt Draw Scrutiny

Cintas (NasdaqGS:CTAS) has been recognized as one of America's best-managed companies for 2026. The company was also named among the top large employers in the country for 2026. These rankings highlight Cintas' profile in corporate governance, workforce practices, and industry position. Cintas, known for its uniform rental, facility services, and related business offerings, operates across a wide range of commercial and industrial customers. For investors watching service and outsourcing...
NYSE:MCD
NYSE:MCDHospitality

Is It Too Late To Consider McDonald's (MCD) After Recent Share Price Strength?

If you are wondering whether McDonald's current share price reflects its true worth, you are not alone. This article walks through how that question stacks up against several valuation tools. With the stock at US$334.53 after returns of 2.3% over the past week, 6.5% over 30 days, 10.3% year to date and 10.4% over the past year, many investors are asking whether the recent performance already prices in the key positives or still leaves room for more. Recent headlines have focused on...
NYSE:WST
NYSE:WSTLife Sciences

Assessing West Pharmaceutical Services (WST) Valuation As Mixed Returns Contrast With Diverging Fair Value Estimates

Why West Pharmaceutical Services is on investors’ radar today West Pharmaceutical Services (WST) shares have been drawing attention after recent trading, with the stock showing mixed returns over different timeframes. This may prompt investors to reassess how it fits into their portfolios. See our latest analysis for West Pharmaceutical Services. Recent trading has been mildly positive, with a 7 day share price return of 2.13% and a 30 day share price return of 3.53%. However, the 90 day...
NYSE:HD
NYSE:HDSpecialty Retail

Did Home Depot’s (HD) Dividend Bump and 2026 Store Plan Just Redefine Its Long-Term Story?

Earlier this week, Home Depot reported fourth-quarter and full-year results showing quarterly sales of US$38,198 million and net income of US$2,571 million, alongside a 1.3% increase in its quarterly dividend to US$2.33 per share and plans to open about 15 new stores in 2026. The company paired lower quarterly profit with modest comparable sales growth, a slight dividend raise marking its 156th consecutive cash payout, and cautious guidance for 2026 sales and earnings growth amid a sluggish...
NasdaqGS:HST
NasdaqGS:HSTHotel and Resort REITs

Host Hotels And Resorts HST Q4 FFO Strength Tests Bearish Earnings Decline Narrative

Host Hotels & Resorts (HST) has wrapped up FY 2025 with fourth quarter total revenue of US$1.6 billion and basic EPS of US$0.20, alongside funds from operations of US$340 million that remain the key gauge for this REIT. Over recent quarters, the company has seen revenue move from US$1.42 billion in Q4 2024 to US$1.60 billion in Q4 2025, while basic EPS shifted from US$0.15 to US$0.20. This gives investors a clearer view of how the top line and per share results are tracking into the latest...
NasdaqGM:AAOI
NasdaqGM:AAOICommunications

Applied Optoelectronics Ramps Up For AI Demand As Dilution Questions Grow

Applied Optoelectronics (NasdaqGM:AAOI) reports record fourth quarter and full year revenue driven by demand in data center and CATV segments. The company highlights rapid growth in orders for next generation 800G transceivers linked to hyperscale and AI data center investments. AAOI plans a major manufacturing expansion, including a new facility in Texas and a plan to triple laser manufacturing capacity. The company launches a US$250 million at the market stock offering to support growth...
NasdaqGS:TWST
NasdaqGS:TWSTBiotechs

Is Twist Bioscience (TWST) Using Invenra Deal To Quietly Redefine Its Biologics Platform Strategy?

In February 2026, Twist Bioscience Corporation announced it had entered a licensing agreement with Invenra Inc., becoming co-exclusive provider of Invenra’s B-Body bispecific antibody platform and extending its antibody discovery services, in exchange for US$5,000,000 in cash, US$15,000,000 in common stock, and an additional US$13,800,000 stock-funded preferred stake of about 6% in Invenra. By securing rights to Invenra’s bispecific antibody technology and all associated discovery and...
NYSE:OGS
NYSE:OGSGas Utilities

ONE Gas’ New Equity Programs Might Change The Case For Investing In ONE Gas (OGS)

Earlier this month, ONE Gas, Inc. reported full-year 2025 results showing sales of US$2,427.43 million and net income of US$264.22 million, and has since filed a US$225 million at-the-market follow-on equity offering plus a US$41.21 million shelf registration tied to its dividend reinvestment plan. Together, these capital-raising moves highlight ONE Gas’s focus on funding its regulated utility operations while giving existing shareholders additional flexibility through the dividend...
NYSE:MSI
NYSE:MSICommunications

Is Motorola Solutions (MSI) Pricing In Too Much After Strong Multi‑Year Share Gains?

If you are wondering whether Motorola Solutions stock is still worth considering at today’s price, you are not alone. This article is here to help you make sense of what you are paying for. The shares recently closed at US$471.95, with returns of 4.0% over 7 days, 16.2% over 30 days, 23.9% year to date, 11.1% over 1 year, 85.2% over 3 years and 186.7% over 5 years. This naturally raises questions about how much of this is already reflected in the valuation. Recent attention on Motorola...
NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

Fiserv’s Ongoing Reset Blends New Partnerships With Activist Pressure

Fiserv (NasdaqGS:FISV) has expanded its reach in Canada through a new partnership with Peoples Group to deliver next generation payments infrastructure. The company has launched integrated payment solutions with Can/Am Technologies aimed at improving collections and processing for government agencies. Recent management changes include new executive appointments focused on revenue growth and operational execution. Activist investor Jana Partners is pushing for strategic changes and...