NYSE:AXP
NYSE:AXPConsumer Finance

American Express (AXP): Assessing Valuation as New Sports Partnership Expands Premium Cardholder Benefits

Kshitija Bhandaru
American Express just made waves with a major partnership announcement, becoming the official payments partner at Hard Rock Stadium, the Miami Dolphins, and the Formula 1 Miami Grand Prix. This multi-year deal brings exclusive fan perks to eligible cardholders, from presale event tickets to dedicated lounges and entrances. For investors, this is not just marketing; it represents another step in Amex’s expansion of its global sports and entertainment footprint, aimed squarely at deepening...
TSX:GIB.A
TSX:GIB.AIT

CGI (TSX:GIB.A): Assessing Valuation after Major U.S. Public Sector Contract Wins

Kshitija Bhandaru
CGI (TSX:GIB.A) has just secured a 10-year deal with the State of New Jersey to continue supporting its disaster recovery system, along with a multi-year contract to overhaul Texas’ statewide enterprise financial platform. Both announcements reinforce CGI’s U.S. public sector momentum and signal that the company is strengthening its footprint in mission-critical projects with long-term revenue streams. For investors, this kind of contract pipeline not only boosts confidence in future cash...
NYSE:PFE
NYSE:PFEPharmaceuticals

Pfizer (PFE) Valuation in Focus Following FDA Approval of Updated COVID-19 Vaccine

Kshitija Bhandaru
Pfizer (PFE) just landed a significant regulatory win. On August 27, the company and its partner BioNTech announced that the U.S. Food and Drug Administration approved their updated LP.8.1-adapted monovalent COVID-19 vaccine. This new version is cleared for adults aged 65 and over, as well as younger high-risk individuals, thanks to clinical data showing it provides stronger immune protection against multiple newer COVID strains. For investors wondering where this leaves Pfizer as COVID...
NYSE:FUBO
NYSE:FUBOInteractive Media and Services

A Fresh Look at FuboTV (FUBO) Valuation After Fubo Sports Standalone Service Announcement

Kshitija Bhandaru
If you’ve been following fuboTV (NYSE:FUBO), you probably noticed the recent 3.3% pop in its share price following the announcement of Fubo Sports, a new standalone streaming plan designed specifically for sports fans. The new tier, set to launch September 2, aims to deliver a focused sports lineup at a lower price point, featuring over 20 national and local channels, plus bundled access to ESPN’s new direct-to-consumer Unlimited plan. This is a move to capture cost-conscious viewers and...
NYSE:ABBV
NYSE:ABBVBiotechs

Assessing AbbVie (ABBV) Valuation Following New Clinical Trial Breakthroughs and Upward Earnings Revisions

Kshitija Bhandaru
If you own shares of AbbVie or have been watching from the sidelines, the latest wave of clinical trial results may have just put the stock back on your radar. AbbVie has made headlines with positive updates across a handful of key programs, including encouraging data from its pivotal Phase 3 trial of upadacitinib (RINVOQ) in severe alopecia areata as well as early-stage progress in multiple cancer therapies. These developments, paired with upwardly revised earnings estimates, are fueling a...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Berkshire Hathaway (BRK.A): Examining Valuation as Buffett Hands CEO Role to Greg Abel

Kshitija Bhandaru
It is not every day that investors in Berkshire Hathaway (BRK.A) wake up to big news from Omaha. Today’s headline is hard to ignore. Warren Buffett, the titan who has steered the company for decades, will soon hand over the CEO reins to Greg Abel. The announcement that Buffett will step aside as CEO caught the market’s attention, raising questions about leadership, strategy, and what it all means for shareholders. While Buffett plans to remain as chairman, this marks a historic transition for...
NYSE:VFC
NYSE:VFCLuxury

V.F Corp (VFC): Assessing Valuation Following Analyst Upgrade and Renewed Optimism on Turnaround Prospects

Kshitija Bhandaru
V.F (VFC) just got a confidence boost, with Baird upgrading the stock based on signs of a turnaround in the Vans brand, better product momentum, and clear progress on cost-cutting and debt management. This nod from analysts seems to have brightened investor spirits, especially as it lines up with the company’s announced changes to its revolving credit facility, giving them more financial flexibility to support their transformation plans. For shareholders on the sidelines, it is the kind of...
NasdaqGS:ALGN
NasdaqGS:ALGNMedical Equipment

Align Technology (ALGN) Valuation in Focus After Earnings Miss and Securities Investigation News

Kshitija Bhandaru
If you own or are eyeing shares of Align Technology (ALGN), the latest string of headlines is hard to ignore. The company’s release of its second-quarter 2025 results fell short of Wall Street expectations, and management trimmed its sales outlook for the rest of the year, citing persistent economic uncertainty and softer demand. In addition, news broke of a securities fraud investigation into Align’s leadership, adding a fresh layer of uncertainty for investors looking to gauge what comes...
NYSE:EPAM
NYSE:EPAMIT

EPAM Systems (EPAM): Exploring Valuation After Analyst Upgrade and Strong AI-Driven Results

Kshitija Bhandaru
EPAM Systems (NYSE:EPAM) is back in the spotlight after reporting quarterly results that beat forecasts, powered by strong demand for AI-focused services and digital modernization. The company also gave its outlook a lift, projecting annual revenue growth of 13% to 15%. Adding to the momentum, EPAM received an analyst upgrade to ‘Buy’, highlighting how three straight quarters of faster organic revenue and its completed post-Ukraine restructuring have changed the conversation for both...
NYSE:BF.B
NYSE:BF.BBeverage

Brown-Forman (BF.B) Valuation: What Do Q1 Earnings Misses and New Strategies Mean for Investors?

Kshitija Bhandaru
Brown-Forman (BF.B) Stock: What Do the Latest Earnings Really Mean for Investors? If you own shares of Brown-Forman, or you’re thinking about getting in, the latest quarterly earnings have probably caught your eye. The company’s first-quarter results revealed a decline in both net sales and earnings per share compared to last year. While revenue came in a touch above consensus, that was not quite enough to offset a slide in profitability, and the numbers missed some analysts’ expectations...
NYSE:SN
NYSE:SNConsumer Durables

SharkNinja (SN): Evaluating Valuation as CFO Transition Draws Investor Interest

Kshitija Bhandaru
SharkNinja (NYSE:SN) has just announced a change at the top of its finance team. Patraic Reagan, the Chief Financial Officer, will step down in early September, and Adam Quigley, a company veteran, will step in as interim CFO. The company was quick to clarify that Reagan’s resignation was not due to any disagreement with management or the Board, aiming to reassure shareholders that this is not a red flag. Still, whenever there is a change in the finance chief’s chair, investors naturally...
NYSE:BBY
NYSE:BBYSpecialty Retail

Best Buy (BBY): Taking Stock of Valuation After Upbeat Earnings and Management’s Strategic Overhaul

Kshitija Bhandaru
If you have been watching Best Buy (BBY) lately, it’s hard to miss the latest buzz. The company just posted quarterly results that beat Wall Street estimates, driven by renewed strength in areas like gaming consoles and AI-powered tech. Alongside this revenue growth, management chose to stick with its full-year outlook, pointing to both strategic confidence and a healthy dose of caution about how the year might unfold. With new restructuring initiatives rolling out and cost management front...
NasdaqGS:NTNX
NasdaqGS:NTNXSoftware

Nutanix (NTNX): Evaluating Valuation After Profit Milestone, Growth Guidance, and Strategic Customer Wins

Kshitija Bhandaru
If you’re following Nutanix (NTNX), this week’s earnings release might have you sitting up and reassessing where the company stands. Nutanix just notched its first full year of GAAP profitability, topping both revenue and earnings expectations with results that point to meaningful progress. Management paired the upbeat numbers with new guidance calling for continued growth into next year, and followed it up by announcing a substantial increase to the share buyback plan. These moves reinforce...
NYSE:HPQ
NYSE:HPQTech

HP (HPQ) Valuation in Focus After Strong Q3 Results and Upbeat Analyst Commentary

Kshitija Bhandaru
HP (HPQ) just reported its third-quarter results, and investors are double-checking their portfolios in light of the numbers. Revenue and net income both came in higher than last year, which has given analysts reason to sound upbeat about HP’s place in the evolving PC market. The new earnings guidance and recent share buybacks provide additional context, making this quarter’s announcement a catalyst for fresh discussions on what the company is really worth. All of this is happening after a...
NasdaqGS:CHTR
NasdaqGS:CHTRMedia

Charter Communications (CHTR): Assessing Valuation After Customer Losses and New Class Action Lawsuits

Kshitija Bhandaru
The past few weeks have been anything but quiet for Charter Communications (CHTR). After reporting its second quarter 2025 results, which highlighted larger than expected losses in internet and video customers following the end of the FCC's Affordable Connectivity Program, the company has found itself at the center of multiple class action lawsuits. These suits allege that Charter and several executives were not forthcoming about the true impact of the ACP’s termination and how it would...
NYSE:PLD
NYSE:PLDIndustrial REITs

Prologis (PLD): Rethinking Valuation After New Electric Vehicle Charging Hub Strategy

Kshitija Bhandaru
When news broke that Prologis (PLD) is teaming up with EV Realty to roll out integrated electric vehicle charging hubs across California, investors had reason to pause and consider the implications. Not only does this move reinforce Prologis’s commitment to sustainable logistics, but it also signals a potential shift in how the company positions itself within the commercial real estate and infrastructure landscape. As Prologis looks to solve a very real pain point for freight...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

Walmart (WMT) Valuation in Focus After Strong Q2 Growth and New AI Marketplace Initiatives

Kshitija Bhandaru
If you have been watching Walmart (WMT) lately, you are not alone. Investors are taking notice after the company’s revenue and net income saw steady gains last quarter. Walmart’s strong comparable sales in both the U.S. and international markets, coupled with a surge in eCommerce and expanding pickup and delivery services, are sending a message to the market that this retail giant is managing to grow even as the industry faces shifting consumer habits. The recent introduction of AI-powered...
NYSE:HSY
NYSE:HSYFood

A Fresh Look at Hershey (HSY) Valuation After Strong Sales Growth and Margin Pressures

Kshitija Bhandaru
If you’re holding or watching Hershey (HSY) right now, you probably noticed a lot more action than usual this week. The company’s latest quarterly report wasn’t just a numbers beat. Net sales jumped 26% year over year, easily clearing sales and earnings expectations. However, even as volumes and pricing climbed, rising commodity and manufacturing costs, plus a bump in advertising spending, trimmed margins. Management now expects sales to grow at least 2% in 2025, but they’re guiding for a...
NasdaqGS:WIX
NasdaqGS:WIXIT

Wix.com (WIX): Evaluating Valuation Potential After Strong Q2 Growth in New Customer Bookings

Kshitija Bhandaru
Wix.com (WIX) just posted its second quarter 2025 results, and the numbers are already sparking fresh debate among investors. The headline takeaway is a serious uptick in business fundamentals. New cohort bookings rose by 14% compared to last year, and the momentum only picked up speed throughout July, with bookings for those cohorts growing more than 20%. This surge speaks directly to Wix.com’s ability to keep attracting new customers and could mean the platform is cementing its role at the...
NYSE:FLO
NYSE:FLOFood

Flowers Foods (FLO): Assessing Valuation After Another Dividend Boost Despite Payout Concerns

Kshitija Bhandaru
If you are examining what to do next with Flowers Foods (FLO), the latest news probably caught your eye. The company just declared its 92nd consecutive quarterly dividend and even nudged the payout up by 3.1% compared to last year’s same period. On the surface, that’s a sign of stability; few companies can boast that kind of consistency. However, while dividends keep flowing, Flowers is now distributing 93% of its earnings as dividends, which is a fairly high proportion. With that much going...