NYSE:RDW
NYSE:RDWAerospace & Defense

Redwire (RDW): Reassessing Valuation After Strong Q3 Growth but Disappointing Guidance and Missed Revenue Forecasts

Redwire (RDW) just posted Q3 results that on the surface look upbeat, with revenue jumping roughly 51% year over year, but the stock slipped after both the quarter and full-year guidance underwhelmed investors. See our latest analysis for Redwire. At around $6.39, Redwire’s recent 1 day and 7 day share price rebound contrasts sharply with a steep negative year to date share price return. Even so, the 3 year total shareholder return remains firmly positive, a sign that long term believers are...
NYSE:LMT
NYSE:LMTAerospace & Defense

Is Lockheed’s AI-Driven Hypersonics Push Altering The Investment Case For Lockheed Martin (LMT)?

In recent weeks, Lockheed Martin has opened new hypersonic weapons integration facilities in Huntsville, Alabama and successfully tested its STAR.OS AI platform in live unmanned mission contingency scenarios, highlighting AI-driven command-and-control across air and ground systems. Together, these moves point to Lockheed Martin deepening its role at the intersection of hypersonics and defense-focused artificial intelligence, areas that are increasingly central to U.S. and allied military...
NYSE:APTV
NYSE:APTVAuto Components

Does Aptiv’s 2025 Valuation Reflect Its DCF Upside And EV Software Expansion?

Wondering if Aptiv at around $76 is a smart buy or a value trap? You are not alone. This article will walk through what the numbers are really saying about the stock. The share price has slipped about 1.5% over the last week and 8.7% over the last month, but it is still up 26.7% year to date and 34.8% over the past year, even though the 3 year and 5 year returns remain negative at -18.1% and -37.5% respectively. Recent headlines around Aptiv have centered on its positioning in advanced...
TSX:SU
TSX:SUOil and Gas

Evaluating Suncor Energy (TSX:SU)’s Valuation After Strong Q3 Beat, Guidance Hike and Dividend Increase

Suncor Energy (TSX:SU) just delivered a quarterly update that checked several key boxes for investors, with an earnings beat, record upstream output, higher guidance, and a dividend bump all arriving at once. See our latest analysis for Suncor Energy. Those solid fundamentals help explain why, despite a recent pullback and a 1 day share price return of minus 2.05 percent, Suncor still boasts a strong year to date share price return alongside a robust multi year total shareholder return. This...
NasdaqGS:STRA
NasdaqGS:STRAConsumer Services

Does Strategic Education’s Recent Rebound Signal a Mispriced Opportunity in 2025?

If you have been wondering whether Strategic Education is quietly turning into a value opportunity or just another value trap, you are not alone. This is exactly what we are going to unpack. The stock has crept up 2.7% over the last week and 7.2% over the last month, yet it is still down 13.2% year to date and 15.9% over the past year. This combination signals a mix of recovery potential and lingering market skepticism. Recent attention has focused on Strategic Education's position in the...
NYSE:KNOP
NYSE:KNOPOil and Gas

KNOT Offshore Partners (NYSE:KNOP) Profit Rebound Tests Bear Narratives on Earnings Quality

KNOT Offshore Partners (NYSE:KNOP) has just laid out another steady quarter, with Q2 2025 revenue of about $86 million and EPS of $0.15 setting the tone for its latest update. The business has seen revenue move from roughly $74 million in Q2 2024 to $86 million in Q2 2025, while EPS has swung from a loss of about $0.42 a year ago to positive territory across recent quarters, signaling a very different earnings backdrop for unitholders to digest. With that shift in profitability now clearer...