NasdaqGS:XRAY
NasdaqGS:XRAYMedical Equipment

Why DENTSPLY SIRONA (XRAY) Is Down 12.5% After CFO Departure and Weak Q3 Results – And What's Next

On October 31, 2025, DENTSPLY SIRONA announced that Chief Financial Officer Matthew E. Garth would step down effective November 5, with CEO Daniel T. Scavilla assuming interim CFO duties while a search for a new executive begins. This leadership change was announced alongside third quarter results showing year-over-year declines in sales and ongoing net losses, highlighting continued operational and financial challenges for the company. We'll explore how the CFO transition amid ongoing...
NYSE:ARI
NYSE:ARIMortgage REITs

How Apollo’s Swing to Profitability in Q3 Changed Its Investment Story at Apollo Commercial Real Estate (ARI)

Apollo Commercial Real Estate Finance reported third-quarter 2025 earnings in the past week, achieving net income of US$50.79 million after a loss in the same quarter last year. This significant shift to profitability reflects improving fundamentals and was accompanied by more favorable assessments from multiple financial analysts. We’ll explore how Apollo’s return to profitability marks a potential turning point in its investment narrative after recent share price declines. AI is about to...
NYSE:UTZ
NYSE:UTZFood

Utz Brands (UTZ): Exploring the Value Opportunity After Recent Share Price Declines

Utz Brands (UTZ) stock has been on a rough streak lately, with shares falling 2% over the past week and down nearly 20% over the past month. The snack maker’s performance has caught the attention of investors, who are curious about the company’s next move amid ongoing volatility. See our latest analysis for Utz Brands. Utz Brands’ rough patch comes after a steady stretch of volatility, with the share price declining consistently over the past quarter and registering a year-to-date drop of...
NasdaqGS:DRVN
NasdaqGS:DRVNConsumer Services

Will Revenue Growth and Upbeat Guidance Reshape Driven Brands Holdings' (DRVN) Investment Narrative?

Driven Brands Holdings Inc. recently reported third quarter results, delivering year-over-year revenue growth to US$535.68 million, a turnaround to net income of US$60.86 million, and raised its full-year earnings guidance for 2025. The company's continued expansion of its Take 5 Oil Change segment, alongside organizational changes and improved leverage, signals a focus on strengthening both operational and financial stability. Let's examine how Driven Brands' improved profitability and...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Rivian (RIVN): Evaluating Valuation After Strong Q3 Results and Raised Growth Expectations

Rivian Automotive (RIVN) shares climbed after the company delivered upbeat third-quarter results, beating both revenue and earnings estimates. Strong gross profit and a steady outlook for 2025 vehicle deliveries caught investors’ attention. See our latest analysis for Rivian Automotive. After a tough start to the year, Rivian Automotive has staged a sharp rebound in recent months. Stronger deliveries and new product launches have helped the company achieve a 29% share price return over the...
NYSE:BWA
NYSE:BWAAuto Components

BorgWarner (BWA): Assessing Valuation After Q3 Results and New Electrification Contract Wins

BorgWarner (NYSE:BWA) grabbed investor focus after releasing third quarter earnings and sharing its updated 2025 guidance. The company kept sales forecasts steady with market expectations. The news also highlighted several new wins in advanced electrification contracts. See our latest analysis for BorgWarner. BorgWarner’s momentum is picking up, with its latest contract wins and electrification progress fueling optimism. This is reflected by a year-to-date share price return of nearly 44% and...
NasdaqCM:POET
NasdaqCM:POETSemiconductor

Evaluating POET Technologies (NasdaqCM:POET): Is the Stock’s High Valuation Justified?

POET Technologies (NasdaqCM:POET) has drawn interest from investors recently as its stock price saw some shifts over the past month. With shares now trading at $5.32, there is curiosity about the catalysts influencing this movement. See our latest analysis for POET Technologies. While POET Technologies’ share price has been under pressure, sliding by 32.5% over the past month and 13.8% year-to-date, investors who held on over the longer term have seen impressive rewards, with a one-year total...
NasdaqGS:VLY
NasdaqGS:VLYBanks

Can Keating’s Appointment Reshape Valley National’s Lending Ambitions and Growth Narrative? (VLY)

Valley National Bancorp recently announced the appointment of Terry M. Keating as Head of Asset-Based Lending, following the retirement of John DePledge who established the bank’s ABL platform. Keating’s three-decade career in commercial finance and specialty lending signals Valley’s continued emphasis on expanding tailored financing solutions for middle-market clients. We will explore how Keating’s leadership and expertise in specialty lending may influence Valley National Bancorp’s growth...
TSE:6586
TSE:6586Machinery

Upward Earnings Revision Might Change The Case For Investing In Makita (TSE:6586)

On October 31, 2025, Makita Corporation announced an upward revision to its consolidated earnings guidance for the fiscal year ending March 31, 2026, raising its expected revenue to ¥730 billion and projecting higher profit figures compared to previous estimates. This revision signals Makita's confidence in stronger business momentum, with improvements across revenue, operating profit, and net income forecasts for the upcoming period. We'll explore how Makita's increased profit outlook...
NasdaqGS:BNTX
NasdaqGS:BNTXBiotechs

BioNTech (BNTX): Exploring Valuation Perspectives as Shares Drift Lower in 2024

BioNTech (BNTX) shares slipped slightly this week, closing at $103.35. The company is continuing to navigate a market recalibration following the pandemic-driven highs. Investors are keeping an eye on how revenue and income trends develop into the rest of the year. See our latest analysis for BioNTech. BioNTech’s share price has been gradually trending lower this year, with a 10.4% decline year-to-date reflecting cautious sentiment after last year’s pandemic surge faded. However, the one-year...
NYSE:VSCO
NYSE:VSCOSpecialty Retail

Victoria's Secret (VSCO): Assessing Valuation After a 28% Share Price Surge

Victoria's Secret (VSCO) shares have seen significant swings over the past month, climbing nearly 28% even as retail stocks face mixed sentiment. Investors are weighing recent performance trends against the company's evolving positioning in the competitive apparel market. See our latest analysis for Victoria's Secret. The recent surge in Victoria's Secret's share price, especially the impressive 28% jump over the past month, stands out after a tough start to the year. While the 1-year total...
NasdaqGS:BRZE
NasdaqGS:BRZESoftware

Assessing Braze (BRZE) Valuation as Investor Optimism Grows After Recent 90-Day Share Price Uptick

Braze (BRZE) stock has attracted interest as investors review its recent performance in the software sector. Shares have seen moderate movement over the past month, which gives traders reason to take a closer look at underlying results. See our latest analysis for Braze. Braze’s share price has had its ups and downs. While the stock is off 37% year-to-date, a recent 90-day share price return of 7.6% hints at some renewed investor optimism. Over the past year, however, total shareholder return...
NasdaqGS:CWST
NasdaqGS:CWSTCommercial Services

Casella Waste Systems (CWST): Evaluating Valuation After Q3 Earnings Beat and Raised Guidance

Casella Waste Systems (CWST) just delivered a strong third-quarter report, highlighted by higher sales and earnings. Management raised the lower end of full-year revenue guidance and pointed to solid performance across several initiatives. See our latest analysis for Casella Waste Systems. Following a solid run-up to its earnings release, Casella Waste Systems’ recent updates and upbeat guidance gave shares a short-term boost, with a notable 6.6% 7-day share price return. That said, momentum...
NYSE:JBGS
NYSE:JBGSOffice REITs

JBG SMITH Properties (JBGS): Assessing Current Valuation After Recent Share Price Slide

JBG SMITH Properties (JBGS) stock has edged lower recently, catching the eye of investors curious about what is shaping the real estate company’s current valuation. Looking at recent trends, shares have slipped around 7% this month. See our latest analysis for JBG SMITH Properties. While JBG SMITH Properties’ share price has lost some ground in recent weeks, there is still positive momentum in a bigger-picture sense, with a 2024 year-to-date share price return of 17.29%. Even with choppy...
NasdaqGS:NFE
NasdaqGS:NFEOil and Gas

A Look at New Fortress Energy’s (NFE) Valuation Following Debt Restructuring Plans and Sharp Share Price Rebound

New Fortress Energy (NFE) has drawn attention after it began exploring a UK debt restructuring process as an alternative to bankruptcy, following delays in key projects and pressure from looming debt payments. Shares jumped over 20% in premarket trading, signaling investors’ reaction to the news. See our latest analysis for New Fortress Energy. This debt restructuring move comes after an extremely volatile period for New Fortress Energy, marked by sharp swings and deeply negative returns...
NYSE:UNP
NYSE:UNPTransportation

Union Pacific (UNP): Exploring the Railroad Giant’s Valuation After Recent Share Price Dip

Union Pacific (UNP) has seen its stock move slightly higher, with a modest 0.3% gain in the latest trading session. Over the past month, shares have drifted down 6% as investors await more clarity on industry trends. See our latest analysis for Union Pacific. Although Union Pacific’s share price has slipped nearly 6% over the past month, this follows a broader period of sluggish performance, with its one-year total shareholder return down almost 8%. While the company remains a fixture in...
NasdaqGS:AXON
NasdaqGS:AXONAerospace & Defense

Axon Enterprise (AXON) Valuation: Is Recent Share Weakness Creating Opportunity for Long-Term Investors?

Axon Enterprise (AXON) has seen its shares under pressure this past month, falling around 18%. Investors may be wondering what is driving the recent weakness and how it lines up with the company’s long-term growth story. See our latest analysis for Axon Enterprise. While Axon's share price has stumbled recently, down over 17% in the past month and off more than 30% over the last quarter, the longer-term picture looks very different. The company has delivered a stellar 25% total shareholder...
NYSE:WAT
NYSE:WATLife Sciences

Assessing Waters (WAT)'s Valuation After Recent 32% Share Price Surge

Waters (WAT) has been making steady progress lately, and recent performance numbers are catching some attention. Shares climbed 32% over the past 3 months, driven by annual revenue growth and improving profit margins. See our latest analysis for Waters. After a year of uneven total shareholder returns, Waters’ recent momentum stands out. The stock’s 31.99% three-month share price gain signals shifting sentiment and growing optimism, even as its 12-month total return remains modestly...
NYSE:FSLY
NYSE:FSLYIT

Fastly (FSLY) Surges 37.5% After Record Security Revenue and Raised 2025 Guidance – What’s Changed

Fastly reported third-quarter 2025 earnings, posting higher-than-expected revenue of US$158.22 million and reducing its net loss compared to a year earlier, while also raising revenue guidance for both the fourth quarter and full year 2025. Security solutions now make up a record 21% of total revenue, reflecting strong cross-sell momentum and highlighting security as a core growth driver for the company. To understand how Fastly’s record security revenue growth and raised forecasts impact...
NYSE:STT
NYSE:STTCapital Markets

State Street Expands in MENA and Takes Coller Capital Stake Might Change The Case For Investing In STT

State Street Corporation recently announced its official launch of a Middle East and North Africa Regional Headquarters in Riyadh, following approval from the Ministry of Investment Saudi Arabia, and confirmed a minority investment in Coller Capital to grow its alternatives business. This expansion underscores State Street's intent to further diversify its portfolio and presence across MENA while strengthening its capabilities in alternative investments for institutional clients. We'll...
NYSE:SKY
NYSE:SKYConsumer Durables

Champion Homes (SKY): Evaluating Valuation After Strong Q2 Earnings and Expanded Share Buyback Program

Champion Homes (SKY) just posted second-quarter results that showed both sales and net income ticking higher from the previous year. At the same time, the company expanded its share buyback program, which signals ongoing confidence from management. See our latest analysis for Champion Homes. After a string of rapid gains, Champion Homes is firmly back in the spotlight. The share price surged more than 24% over the past week and is up over 22% for the month, recapturing some lost ground...
BME:TEF
BME:TEFTelecom

Does Telefónica (BME:TEF) Tie Dividend Ambitions to Core Free Cash Flow Strength?

On November 4, 2025, Telefónica announced third quarter 2025 earnings and updated its dividend policy, confirming a proposed €0.15 per share cash dividend for 2026 and outlining a new payout framework tied to free cash flow for 2027 and 2028. This combination of financial disclosure and future dividend guidance has drawn heightened investor interest, particularly as the company signals a renewed focus on capital returns alongside operational performance. We'll now examine how Telefónica's...
NasdaqGS:QLYS
NasdaqGS:QLYSSoftware

Qualys (QLYS) Is Up 18.8% After Raising Full-Year Guidance and Appointing Cybersecurity Expert—Has The Bull Case Changed?

Qualys announced past third-quarter 2025 earnings, reporting sales of US$169.88 million and net income of US$50.35 million, with year-over-year growth in both metrics, and raised its full-year guidance for revenue and earnings. The company also appointed cybersecurity leader Bradford L. Brooks to its Board, signaling continued investment in expertise as Qualys pursues platform innovation and expansion. Now, we’ll explore how Qualys’ raised guidance and leadership appointment shape the...