NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

The Bull Case For AeroVironment (AVAV) Could Change Following Major New U.S. Defense Contracts And Laser Deliveries

In recent weeks, AeroVironment has reported sharply higher quarterly and half-year revenues, new earnings guidance for fiscal 2026, and multiple new U.S. defense and homeland security contracts, including a five-year US$874.26 million U.S. Army IDIQ for foreign military sales and a US$4.8 million award from the U.S. Coast Guard. The successful delivery of high-energy laser weapon prototypes to the U.S. Army and fresh wins for its P550 UAS and maritime robotics underscore AeroVironment’s...
NYSE:SYF
NYSE:SYFConsumer Finance

Will CareCredit’s Expanded AmSpa Partnership Redefine Synchrony Financial’s (SYF) Edge in Health‑Care Financing?

Earlier this week, the American Med Spa Association announced it had extended and expanded its partnership with Synchrony’s CareCredit, adding preferred merchant rates for its more than 4,000 members on aesthetic procedure financing starting January 1, 2026. This deepens Synchrony’s push into health and wellness payments, using integrated CareCredit solutions to support both patient financing and streamlined provider operations across over 24,000 cosmetic and dermatology locations. We’ll now...
NYSE:AVA
NYSE:AVAIntegrated Utilities

Avista (AVA): Assessing Valuation After a Recent Share Price Pullback

Avista (AVA) has been drifting lower recently, with the stock down about 8% over the past month even as its one year return sits near 10%, a setup income focused investors will notice. See our latest analysis for Avista. That recent 1 month share price return of negative 8.5% looks more like a pause than a breakdown, given the modest 3.7% year to date share price gain and nearly 9.6% 1 year total shareholder return. This suggests momentum is cooling but not broken. If Avista's pullback has...
NasdaqGS:OUST
NasdaqGS:OUSTElectronic

Ouster (OUST): Valuation Check After Phillip Eyler’s Board Appointment and Recent Share Price Surge

Ouster (OUST) just added seasoned automotive tech executive Phillip M. Eyler to its Board and Compensation Committee, a governance move that could subtly reshape how the lidar maker prioritizes growth, capital allocation, and partnerships. See our latest analysis for Ouster. Ouster’s share price has been volatile over the past year, with an 80% year to date share price return and an 85.56% one year total shareholder return suggesting momentum is still broadly building, even after recent...
NasdaqGM:APPN
NasdaqGM:APPNSoftware

The Bull Case For Appian (APPN) Could Change Following Strong Revenue Beat And EBITDA Outperformance - Learn Why

Earlier this month, Appian reported quarterly results showing revenue rising 21.4% year on year, materially ahead of analyst forecasts and accompanied by outperformance on billings and EBITDA. These stronger-than-expected figures highlight how Appian’s low-code automation and AI capabilities are converting into tangible top-line growth and improved operational efficiency. Next, we’ll examine how this revenue beat and EBITDA outperformance may influence Appian’s longer-term investment...
NYSE:SOLV
NYSE:SOLVMedical Equipment

How Investors Are Reacting To Solventum (SOLV) Expert Guidance Expanding Use Of Prevena ciNPT Dressings

On 17 December 2025, Solventum announced updated consensus recommendations in the International Wound Journal on the clinical use of closed incision negative pressure therapy (ciNPT) with its proprietary reticulated open cell foam (ROCF) Prevena dressings, expanding guidance on when and how the therapy should be used across different surgical procedures. The expert panel’s emphasis on integrating ciNPT into high-risk surgical protocols and aligning with global patient safety priorities...
NasdaqGS:AEP
NasdaqGS:AEPElectric Utilities

Did AEP’s New 200 MW Prairie Creek Renewable PPA Just Shift American Electric Power Company’s Investment Narrative?

Earlier this week, RWE and American Electric Power’s Indiana Michigan Power Company finalized a long-term power purchase agreement for the full 200 MW output of the Prairie Creek project in Indiana, intended to supply electricity equivalent to about 42,000 homes and support the state’s rising power demand. This agreement underlines how AEP is using contracted renewable capacity to reinforce grid reliability and keep energy affordable as regional demand grows. Next, we’ll examine how this new...
NasdaqGM:KOD
NasdaqGM:KODBiotechs

Kodiak Sciences (KOD): Assessing Valuation After Its $160 Million Capital Raise for Late-Stage Pipeline

Kodiak Sciences (KOD) just wrapped up a sizable follow on stock offering, raising roughly $160 million to help fund its late stage eye disease drug programs and shore up its balance sheet. See our latest analysis for Kodiak Sciences. That capital raise lands after a huge run, with Kodiak’s 90 day share price return of 73.22 percent and year to date share price return of 201.62 percent, signalling strong, speculative momentum despite a bruising 5 year total shareholder return of negative 83.12...
NasdaqCM:PCT
NasdaqCM:PCTChemicals

The Bull Case For PureCycle Technologies (PCT) Could Change Following First PureFive Sales And New Director Appointment - Learn Why

PureCycle Technologies recently reported its first commercial sales of PureFive resin for spray paint caps used by a global top-five paint and coatings company, and the customer’s products with these caps are already on store shelves. In addition, PureCycle’s board has appointed seasoned corporate development and sustainability leader Valerie Mars as a director and Audit and Finance Committee member, effective January 1, 2026, potentially strengthening the company’s governance and growth...
NYSE:ARMK
NYSE:ARMKHospitality

Aramark (ARMK): Exploring Whether Steady Three‑Year Gains Still Leave Upside in the Valuation

Aramark (ARMK) has quietly outperformed the broader market over the past 3 years, and that steady climb is getting harder for investors to ignore as its core food and facilities business scales. See our latest analysis for Aramark. Over the past year Aramark’s share price return has been modest, but its roughly 31 percent three year total shareholder return shows that steady execution and easing risk concerns have been rewarded over time. If Aramark’s measured momentum has you thinking about...
NasdaqGM:MDB
NasdaqGM:MDBIT

MongoDB’s Strong Q3 Atlas Gains and Raised Outlook Could Be A Game Changer For MDB

Earlier this week, MongoDB reported an exceptional third quarter, with revenue up 18.7% year on year, accelerated growth in its Atlas cloud database platform, and raised guidance supported by 130 new enterprise customers paying over US$100,000 annually. The strong Atlas momentum, especially among large enterprises, is reinforcing MongoDB’s role as a core cloud-native database provider at a time when competition and AI-driven workloads are intensifying. Now we’ll examine how this stronger...
NYSE:ESAB
NYSE:ESABMachinery

How Investors Are Reacting To ESAB (ESAB) Pushing Battery-Powered Automation To Boost Welding Productivity

Earlier this year, ESAB introduced its Tracfinder Rail and Tracfinder Wheel battery-powered welding tractors alongside the newly branded ROBBI Mobile cobot welding system, all aimed at boosting automation and weld consistency. The company claims these automated solutions can lift output per operator by around 70 to 100% versus manual welding, highlighting how productivity-focused innovation is becoming a central theme in its equipment portfolio. Next, we’ll examine how the new...
NYSE:MCK
NYSE:MCKHealthcare

McKesson (MCK) Valuation Check as Shares Tick Higher on Optimism Ahead of Earnings

McKesson (MCK) edged up about 1% even as the broader market slipped, with traders positioning ahead of earnings that are expected to show double digit growth in both EPS and revenue versus last year. See our latest analysis for McKesson. That optimism is riding on the back of strong momentum, with McKesson’s share price up 17.68% over the past 90 days and a 44.87% year to date share price return, while its five year total shareholder return of 394.81% shows how consistently the story has been...
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...