NYSE:RIG
NYSE:RIGEnergy Services

Transocean (RIG): Evaluating Valuation After Earnings Beat, Strong Utilization, and New Contract Wins

Transocean (NYSE:RIG) just posted its third-quarter earnings, delivering adjusted earnings and revenue that surpassed expectations. Strong rig utilization and recent contract wins have sparked renewed attention from investors this month. See our latest analysis for Transocean. Transocean’s recent contract wins and upbeat quarterly results have reignited investor interest, fueling a staggering 36.7% 90-day share price return. While momentum has clearly picked up in the short term, the total...
NYSE:SCCO
NYSE:SCCOMetals and Mining

Southern Copper (SCCO): Margin Expansion Reinforces Bullish Narrative Despite Slower Growth Outlook

Southern Copper (SCCO) posted a net profit margin of 31% for the most recent period, up from last year's 27.7%, with annual earnings growth hitting 26.2% and outpacing the firm’s five-year average of 9.3%. Looking forward, earnings are projected to grow by 5.74% per year while revenue is expected to rise at 4.7% annually, both trailing the broader US market’s forecasts. This latest report underscores sustained high profitability, a steady upward margin trend, and a proven track record of...
NYSE:SNOW
NYSE:SNOWIT

Is Now the Right Time for Snowflake After Shares Surge 74% in 2025?

Wondering whether Snowflake stock is still a smart buy with its share price higher than ever? Let’s break down what’s really driving both the excitement and skepticism around its current value. If you’ve watched SNOW lately, you’ve seen a remarkable run, with shares up 6.6% in the last week, 16.9% in the past month, and an astonishing 74.5% so far this year. This adds up to a 138.0% gain over the past 12 months. Behind these gains, buzz continues about Snowflake’s strategic partnerships in...
HLSE:KALMAR
HLSE:KALMARMachinery

Kalmar (HLSE:KALMAR) Margin Expansion Underscores Optimistic Narrative as Shares Trade Below Fair Value

Kalmar Oyj (HLSE:KALMAR) reported net profit margins of 8.6%, up from 8.1% a year ago, signaling better profitability. Annual revenue is projected to rise by 4.9%, topping the Finnish market’s average of 4.2%. Earnings are expected to grow by 12.3% per year after breaking a five-year earnings decline with a 0.5% uptick in the most recent period. With shares currently trading at €35.94, well below their assessed fair value of €55.75, and quality of earnings described as high, the absence of...
NYSE:CHE
NYSE:CHEHealthcare

Chemed (CHE): Net Margin Drops to 11%—Margin Miss Challenges Bullish Narratives

Chemed (CHE) is expected to grow earnings at 11.34% per year, trailing the broader US market’s 15.9% growth estimate. Revenue is forecast to rise by 5.4% annually, which is also slower than the US market’s projected 10.4% rate. The company’s net profit margin stands at 11%, down from 12.7% last year. While earnings have edged down at an average of 0.4% per year over the last five years, the quality of those earnings is regarded as high. With shares trading below estimates of fair value and...
TSE:4684
TSE:4684IT

Does OBIC (TSE:4684) Boosting Dividends Reveal a Longer-Term Capital Strategy Shift?

OBIC Co.,Ltd. announced an upcoming dividend of ¥37 per share for the second quarter-end of the fiscal year ending March 31, 2026, compared to ¥32 per share (after stock split) a year earlier, with dividend payments scheduled to start on November 25, 2025. This increase in shareholder returns highlights OBIC's commitment to distributing profits and may signal management's confidence in the company's performance. We’ll now explore how OBIC’s decision to raise its dividend informs its...
NYSE:GDDY
NYSE:GDDYIT

GoDaddy (GDDY): Assessing Valuation After Upbeat Q3 Results and Raised 2025 Growth Outlook

GoDaddy (GDDY) just announced its third quarter results, showing growth in both revenue and net income compared to last year. In addition to earnings, management raised their 2025 revenue outlook to 8% growth. See our latest analysis for GoDaddy. GoDaddy’s upbeat earnings and new guidance helped spark a 5% jump in its share price in a single day, hinting that investors are warming up to its growth story again. Momentum has been lacking over the past several months, with a -16% share price...