NYSE:OUT
NYSE:OUTSpecialized REITs

How OUTFRONT Media’s (OUT) AWS Partnership and AI Platform Have Shifted Its Investment Story

On October 15, 2025, OUTFRONT Media Inc. announced a partnership with Amazon Web Services to modernize out-of-home (OOH) advertising by integrating AI-enabled workflows for planning, purchasing, and measuring static and digital inventory within a unified platform. This collaboration aims to standardize and digitize the traditionally manual OOH advertising process, enabling agencies and brands to access real-time inventory, automate campaign execution, and streamline analytics through...
TSX:T
TSX:TTelecom

Does TELUS' Travel Partnership Advance Its Loyalty Strategy or Broaden Its Brand Narrative for TSX:T?

In October 2025, WestJet announced the launch of a major collaboration with TELUS, linking their loyalty programs and rolling out WestJet Wi-Fi presented by TELUS across its mainline 737 fleet, the largest Starlink-equipped 737 fleet globally. This marks a unique integration of travel and telecom benefits in Canada, allowing members to earn, transfer, and redeem points across both platforms for more flexible rewards. We'll explore how TELUS's partnership with WestJet to create an integrated...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

Does Zoom Offer Opportunity After 13.7% Rally and Strong AI Partnership Buzz?

Thinking about Zoom Communications? You are not alone. The stock has become a regular in the watchlist of investors who crave both innovation and stability in their portfolios. After all, Zoom has woven itself into the very fabric of how we work and connect. But as its story matures, the big question remains: is Zoom’s current share price a bargain, or should you be eyeing other opportunities? Let’s look at the numbers: over the past year, Zoom’s stock price has climbed 13.7%, offering a dose...
NYSE:AIG
NYSE:AIGInsurance

Will AIG’s Executive Turnover Reveal New Priorities for its North America Strategy? (AIG)

American International Group recently announced several executive changes, including the upcoming retirement of North America Commercial Insurance CEO Don Bailey, the future appointment of Tom Horn as CFO, EMEA, and a board resignation, with leadership transitions taking effect through the end of 2025 and into early 2026. These shifts mark a period of significant organizational transition for AIG at both the executive and board level, signaling a realignment of leadership during a time of...
NasdaqGS:INVA
NasdaqGS:INVAPharmaceuticals

Earnings Beat and Shifting Stakes Might Change the Case for Investing in Innoviva (INVA)

During the past week, SEC filings revealed that KLP Kapitalforvaltning AS reduced its stake in Innoviva, Inc. by 8.7% during the second quarter, with other major investors, such as Millennium Management LLC and American Century Companies Inc., also making substantial adjustments to their holdings. Innoviva also reported quarterly earnings that surpassed analyst expectations, highlighting renewed interest from institutional investors and potential market reassessment of the company. We'll...
NYSE:BK
NYSE:BKCapital Markets

BNY Mellon (BK) Earnings Soar 48.6%, Challenging Skepticism on Growth Quality and Valuation

Bank of New York Mellon (BK) posted a remarkable surge in earnings for the past year, with net profit margins climbing to 24.8% from 18.1%. Annual earnings growth reached 48.6%, significantly ahead of its five-year compound rate of 3.5%. Looking ahead, analysts expect earnings to increase at 6.7% per year. However, this is forecast to trail both broader market profit and revenue growth. With high-quality earnings and well-supported profitability, the company’s continued momentum is driving...
NasdaqGS:GSBC
NasdaqGS:GSBCBanks

Great Southern Bancorp (GSBC): 16% Earnings Growth Challenges Downbeat Long-Term Narrative

Great Southern Bancorp (GSBC) posted a 16% jump in earnings over the past year while net profit margins climbed from 28.3% to an impressive 30.8%, bucking the company’s recent multi-year trend of a slight annual decline. Despite these stronger short-term results, forecasts point to annual earnings falling by 9.1% for each of the next three years, with revenue expected to rise at just 0.6% per year, which is much slower than the broader US market. Investors are weighing attractive valuation...
NYSE:BILL
NYSE:BILLSoftware

Major Board Refresh and Activist Collaboration Could Be a Game Changer for BILL Holdings (BILL)

In October 2025, BILL Holdings announced four new independent directors, including finance and industry veterans, to join its Board as part of a broader governance refresh following collaboration with activist investor Starboard Value LP. This substantial Board refresh reflects strengthened shareholder engagement and introduces varied expertise, potentially setting the stage for new directions in oversight and company strategy. We’ll take a look at how strengthening governance through...
NasdaqGS:LECO
NasdaqGS:LECOMachinery

Lincoln Electric (LECO): Evaluating Valuation After 30th Consecutive Annual Dividend Increase

Lincoln Electric Holdings (LECO) just announced a 5.3% increase to its quarterly cash dividend, now at $0.79 per share. This marks the company’s 30th consecutive year of raising its dividend payout. See our latest analysis for Lincoln Electric Holdings. Lincoln Electric’s commitment to raising its dividend comes as a result of impressive stock performance. With its share price up almost 29% so far this year and a 22% total return over the past twelve months, momentum has certainly been...
TSX:AG
TSX:AGMetals and Mining

A Look at First Majestic Silver (TSX:AG) Valuation Following Cerro Los Gatos Integration and Raised Production Guidance

First Majestic Silver (TSX:AG) released third quarter 2025 operating results, highlighting a sharp jump in silver production as a result of the integration of the Cerro Los Gatos Silver Mine. The company also updated its production guidance upward for the year. See our latest analysis for First Majestic Silver. After integrating the Cerro Los Gatos Silver Mine and lifting its production guidance, First Majestic Silver’s momentum has been hard to miss. The stock’s 1-month share price return of...
NYSE:TPR
NYSE:TPRLuxury

A Look at Tapestry (TPR) Valuation Following BTIG’s New Buy Rating and Brand Strength Focus

BTIG has just launched coverage on Tapestry (TPR), starting the retailer off with a Buy rating and drawing attention to the company’s ongoing brand momentum among its peers. Analyst initiations like this often get investors curious about a company’s valuation and future growth prospects. See our latest analysis for Tapestry. Tapestry’s share price has surged by 77.5% year-to-date, and its total shareholder return over the past year stands at an impressive 162.6%. This highlights strong...
NYSE:PKG
NYSE:PKGPackaging

Should Investors Reevaluate Packaging Corp After Recent Share Price Pullback in 2025?

Thinking about whether to buy, hold, or sell Packaging Corporation of America stock? You are not alone. Whether you are re-evaluating your portfolio or trying to get ahead of the next trend, the current numbers on this packaging giant are worth a closer look. After years of solid outperformance, racking up an impressive 101.9% gain over the past five years and nearly doubling in three, recent weeks have seen a bit of a breather. The stock has pulled back around 2.9% in the past week and...
NYSE:OGN
NYSE:OGNPharmaceuticals

Is There an Opportunity in Organon After Shares Drop 44% in the Past Year?

If you have been eyeing Organon stock lately, you are definitely not alone. Many investors are wondering whether the recent slide offers a golden entry point or merely signals more turbulence ahead. The past three years have been anything but kind to shareholders, with the price tumbling over 50% and the one-year return clocking in at a hefty -44.6%. Even in just the last seven days, Organon has dipped another 5.4%. What keeps this stock on watchlists is the fact that these dramatic moves are...
NYSE:NOC
NYSE:NOCAerospace & Defense

Is Northrop Grumman Fairly Priced Following Pentagon Fighter Jet Contract News?

If you are wrestling with the question of what to do with Northrop Grumman stock right now, you are far from alone. In today's investment landscape, defense contractors like Northrop Grumman have taken on renewed importance, and its recent stock movements reflect exactly how investors are thinking about both risk and long-term growth potential. Northrop’s shares recently closed at $598.98. Over the past week, the stock pulled back by 5.7%, a drop that might catch your eye after climbing a...
NasdaqGS:BIIB
NasdaqGS:BIIBBiotechs

Is Biogen Now an Opportunity After Recent 25% Share Price Decline?

If you’re eyeing Biogen’s stock and wondering what your next move should be, you’re not alone. Biotech companies can feel unpredictable, but a closer look at Biogen reveals a story worth paying attention to, especially if you care about finding undervalued opportunities. Over the past year, Biogen’s share price has tumbled, dropping 24.9%. If we zoom out further, the declines are even sharper, with the stock down 45.8% over three years and 46.7% over five. Even just recently, there’s been...
TSE:9948
TSE:9948Consumer Retailing

ARCS (TSE:9948): Assessing Valuation Following New Buyback and Strong Half-Year Results

ARCS (TSE:9948) just rolled out a new share buyback program, planning to repurchase 700,000 shares by January 2026. This move comes alongside stronger half-year results and a clear focus on shareholder returns. See our latest analysis for ARCS. ARCS has attracted fresh attention lately, following its strong half-year growth and new buyback initiative. The momentum is clear, with a 25% share price return year to date and a robust 33.9% total shareholder return over the past 12 months,...
OM:TEL2 B
OM:TEL2 BWireless Telecom

A Look at Tele2 (OM:TEL2 B) Valuation Following Landmark Global Satellite IoT Launch

Tele2 (OM:TEL2 B) has announced the rollout of a global satellite IoT connectivity service, becoming the first Swedish operator to introduce a commercial direct-to-device satellite solution. This partnership expands coverage possibilities for IoT devices far beyond traditional networks. See our latest analysis for Tele2. Tele2’s bold move into global satellite IoT has added fresh momentum to an already impressive run, with the stock up 42.2% year-to-date and a one-year total shareholder...
NYSE:ALLE
NYSE:ALLEBuilding

A Look at Allegion’s Valuation Following Zentra’s Google Wallet Access Upgrade for Apartments

Allegion (ALLE) just revealed a new upgrade to apartment living, as its Zentra brand became the first to enable resident keys in Google Wallet. Residents can now tap their Android phone or smartwatch to unlock doors, eliminating the need for traditional keys. See our latest analysis for Allegion. Following this digital upgrade to its resident access solutions, Allegion has continued showing solid momentum. Its share price has climbed over 38% so far this year, with a three-year total...
NYSE:CMC
NYSE:CMCMetals and Mining

Commercial Metals (CMC): One-Off $368.5M Loss Drives Margin Downturn, Challenges Bullish Narratives

Commercial Metals (CMC) posted a significant one-off loss of $368.5 million for the twelve months ending August 31, 2025, which weighed heavily on its earnings picture. Net profit margins dropped to 0.5%, well below last year’s 7%, and annual earnings have declined at an average rate of 4% per year over the last five years. Despite this, CMC’s price-to-sales ratio stands at just 0.8x, comfortably below industry and peer averages, and shares are trading at $55.35, a notable discount to the...
NYSE:GNRC
NYSE:GNRCElectrical

Generac Holdings (GNRC): Evaluating Valuation Ahead of Q3 2025 Earnings and Analyst Growth Projections

Generac Holdings (GNRC) is attracting attention ahead of its upcoming third quarter 2025 earnings report, which is set for release on October 29. Investors are eager to see how the company confronts recent challenges related to revenue growth and margins. See our latest analysis for Generac Holdings. After facing some pressure earlier in the year, Generac’s shares have staged a notable comeback, rising over 25% in the past three months. Its 1-year total shareholder return sits at a solid 14%...
ASX:CYL
ASX:CYLMetals and Mining

Catalyst Metals (ASX:CYL): Evaluating Valuation After Exploration Tunnel Approval at Four Eagles Gold Project

Catalyst Metals (ASX:CYL) received approval to move forward with an exploration tunnel at its Four Eagles gold project in Victoria. This milestone sent the stock higher as investors responded positively to the opportunity for resource growth. See our latest analysis for Catalyst Metals. This approval comes shortly after a period of standout momentum for Catalyst Metals. While the share price dipped 4.38% in the past day following a series of sharp gains, it is still up a remarkable 219%...
ENXTPA:RI
ENXTPA:RIBeverage

Pernod Ricard (ENXTPA:RI): Assessing Valuation After Modest Share Price Uptick

Pernod Ricard (ENXTPA:RI) shares have edged higher today, adding around 0.04%. While the move is minor, it invites another look at how the company’s valuation and recent performance compare for investors. See our latest analysis for Pernod Ricard. While today’s share price ticked up slightly, it is just a small change in what has been a tougher year for Pernod Ricard, with a year-to-date share price return of -20.04% and a one-year total shareholder return of -27.61%. Recent momentum has...
NasdaqGS:COLB
NasdaqGS:COLBBanks

Will Columbia (COLB) Benefit if Shifting Fed Policy Revives Regional Banking Optimism?

Shares of Columbia Banking System and other regional banks responded positively in the past week after several major banks reported third-quarter results that exceeded Wall Street expectations, and Federal Reserve Chair Jerome Powell hinted at a potential end to the Fed’s quantitative tightening program. This combination of stronger large-bank earnings and signals of possible monetary policy easing sparked renewed optimism around the operating landscape for regional banks, including...
NasdaqCM:AEHR
NasdaqCM:AEHRSemiconductor

Aehr Test Systems (AEHR): Assessing Valuation After Quarterly Earnings Reveal Profit to Loss Shift

Aehr Test Systems just reported first quarter earnings that caught investors’ attention. Sales dropped, and the company moved from a year-ago profit to a net loss. The results mark a notable shift in momentum. See our latest analysis for Aehr Test Systems. Over the past year, Aehr Test Systems' share price has been anything but quiet. The stock currently trades at $26.71, and despite the sharp pullback after earnings, it still sports a remarkable 80.6% total shareholder return for the last...