NasdaqGS:EYE
NasdaqGS:EYESpecialty Retail

National Vision (EYE): Reassessing Valuation After Upgraded Guidance and New 2030 Profitability Roadmap

National Vision Holdings (EYE) just hit a fresh 52 week high after lifting its full year revenue outlook and unveiling a 2030 growth plan focused on profit expansion and multi year cost savings. See our latest analysis for National Vision Holdings. The rally around the upgraded outlook comes after a powerful run, with a year to date share price return of about 168 percent, even as the 5 year total shareholder return remains negative. This suggests momentum is rebuilding as investors reassess...
NasdaqCM:ASTH
NasdaqCM:ASTHHealthcare

Is Astrana Health’s (ASTH) Bigger Bet on Full-Risk Deals Quietly Rewriting Its Earnings Story?

Earlier this week, Needham initiated coverage of Astrana Health with a Buy rating, highlighting its focus on value-based care growth and an increased shift toward full-risk deals, while recent SEC filings showed Director Thomas Lam exercising options for 29,502 shares worth about US$99,716. The combination of upbeat analyst commentary on Astrana’s performance in value-based models and insider option exercise has drawn attention to how its risk-bearing approach might influence its long-term...
NYSE:BWA
NYSE:BWAAuto Components

Is BorgWarner Still Attractive After a 42% Rally and Strong EV Contract Wins?

If you are wondering whether BorgWarner at around $44 is still a smart way to play the shift to electric and hybrid vehicles, you are not alone. This stock sits right at the crossroads of old school autos and future facing drivetrains. The share price is up 2.7% over the last week and a hefty 42.0% year to date, even after a slightly soft 30 day move of -0.7%, adding to an already strong 32.6% gain over the last year. Those gains have been underpinned by ongoing contract wins with major...
NYSE:SJM
NYSE:SJMFood

What J. M. Smucker (SJM)'s Mixed Quarter and Soft Guidance Means For Shareholders

In its recent quarter, J. M. Smucker reported revenue growth of 2.6% year on year, matching expectations and delivering stronger-than-forecast gross margins, but full-year earnings guidance came in below analyst forecasts. Beneath the headline results, the company’s slow organic revenue progress, falling operating margins, and low returns on invested capital point to persistent profitability pressures and questions over the effectiveness of its growth initiatives. We’ll now examine how this...
NYSE:SEE
NYSE:SEEPackaging

Sealed Air (SEE): Assessing a 6.9% Undervaluation After Recent Share Price Momentum

Sealed Air (SEE) has quietly outperformed the broader packaging space over the past quarter, and that kind of steady move usually signals that investors are starting to reassess the company’s earnings power and cash flow profile. See our latest analysis for Sealed Air. Zooming out, Sealed Air’s roughly 25% 90 day share price return stands out against a more modest 1 year total shareholder return of about 20%. This hints that positive momentum has only recently started building. If Sealed...
NYSE:NET
NYSE:NETIT

Cloudflare’s Replicate Deal and AI Push Could Be A Game Changer For Cloudflare (NET)

In recent days, Cloudflare detailed its plan to acquire AI platform Replicate, continued promoting its Workers AI capabilities, and saw President Michelle Zatlyn sell US$15.8 million of stock under a pre-arranged trading plan, while also addressing a global network outage and elevated Workers script errors. At the same time, fresh analyst commentary has emphasized Cloudflare’s role in giving Google greater web visibility for AI training, underscoring how the company’s infrastructure and...
NYSE:TPC
NYSE:TPCConstruction

New Army Corps Contract Could Be A Game Changer For Tutor Perini’s Backlog Story (TPC)

Tutor Perini Corporation, through its subsidiary Perini Management Services, was awarded a US$35.8 million U.S. Army Corps of Engineers contract to build a 56,000-square-foot Tool and Die Facility at the Iowa Army Ammunition Plant, with work that began in November 2025 and substantial completion targeted for June 2027 now included in its backlog. This win expands Tutor Perini’s federal defense footprint while adding environmentally focused, LEED Silver–targeted work that complements its...
NYSE:LNN
NYSE:LNNMachinery

Lindsay (LNN) Valuation Check After Securing $80 Million MENA Irrigation Supply Agreement

Lindsay (LNN) just landed an approximately $80 million supply agreement to deliver Zimmatic irrigation systems and FieldNET technology across the MENA region, with most of that revenue expected to hit the current fiscal year. See our latest analysis for Lindsay. The deal lands as Lindsay’s share price has climbed 11.2% over the past month but still sits below where long term holders might like, with a 1 year total shareholder return of minus 5.3%. This suggests sentiment is stabilizing rather...