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American Eagle Outfitters recently reported third-quarter 2025 results showing sales of US$1,362.7 million and net income of US$91.34 million, and raised fourth-quarter and full-year operating income guidance on the back of stronger-than-expected demand, particularly in its Aerie and Offline brands. On top of the earnings upgrade, the company reaffirmed shareholder returns by declaring a US$0.125 quarterly dividend and confirming completion of a US$421.49 million share repurchase program...

If you are wondering whether Morgan Stanley at $176.51 is still good value after such a strong run, you are not alone. That is exactly what we will unpack here. The stock has climbed 4.0% over the last week, 6.9% in the past month, and an impressive 41.5% year to date, adding to gains of 39.6% over 1 year, 118.3% over 3 years, and 227.0% over 5 years. Those moves have come as investors focus on big picture themes like the evolving interest rate backdrop and expectations for deal making,...

Ulta Beauty (ULTA) just turned in another busy quarter, with Q3 2026 revenue of about $2.9 billion, basic EPS of $5.16, and net income of $230.9 million. This sets the stage for investors to recheck the trajectory of its beauty retail engine. The company has seen quarterly revenue move from $2.53 billion in Q3 2025 to $2.86 billion in Q3 2026 alongside EPS holding in the mid single digits. Trailing 12 month revenue has climbed to roughly $12.0 billion and EPS to $26.25, giving investors a...

In early December 2025, ING and Broadcom announced that ING has extended its collaboration to modernize its private cloud using VMware Cloud Foundation 9.0 across multiple regions to meet stringent security, compliance, and data sovereignty requirements. This deepened VMware deployment at a large global bank highlights Broadcom’s growing role in mission-critical financial infrastructure alongside its AI-focused semiconductor momentum. Now we’ll examine how this expanded VMware Cloud...

If you are wondering whether DigitalBridge Group is still a smart way to play digital infrastructure, you are not alone. This stock has been catching more eyes lately as investors reassess what fair value really looks like. After a sharp 45.4% jump over the last 7 days and a 21.0% gain over the past month, the stock is now up 27.3% year to date. However, its 5 year return of 24.9% still tells a more cautious story. Recent attention has centered on DigitalBridge's ongoing pivot toward being a...

Equifax (EFX) has quietly slipped about 20% over the past year, even as revenue and net income kept growing. That disconnect between the share price and fundamentals is what makes the stock interesting now. See our latest analysis for Equifax. More recently, that pullback has deepened, with the 90 day share price return at around negative 15 percent and the 1 year total shareholder return near negative 20 percent, suggesting momentum has been fading even as earnings grow. If Equifax’s slide...

Smith & Wesson Brands (SWBI) has just posted a mixed Q2 2026 print, with revenue of about $124.7 million translating into basic EPS of roughly $0.04 on net income of $1.9 million. This sets a cautious tone around profitability. The company has seen quarterly revenue move from roughly $129.7 million in Q2 2025 to $124.7 million this quarter, while EPS has swung from $0.09 a year ago to a small profit after a loss of about $0.08 in Q1 2026, leaving investors watching whether margins can rebuild...

Renewed focus on SSR Mining amid Turkish mine reopening speculation SSR Mining (TSX:SSRM) is back in focus as traders weigh the potential reopening of its Turkish mine, previously hit by a dam collapse, in the context of a more favourable gold price environment and improving production visibility. See our latest analysis for SSR Mining. That backdrop helps explain why, despite a choppy recent stretch including a 1 week share price return of minus 11.1%, SSR Mining still boasts a powerful year...

RingCentral recently reported third-quarter 2025 results that exceeded consensus expectations, with non-GAAP earnings and revenues lifted by strong subscription demand and a broad communications product suite. The company also issued guidance calling for continued revenue and subscription expansion alongside defined margin and earnings ranges, highlighting management’s confidence even as analyst estimate trends have softened. Next, we’ll examine how this earnings beat and upbeat guidance...

Wondering if CarGurus is quietly becoming a bargain, or if the easy money has already been made? Let us unpack what the current share price is really implying about its future. CarGurus has crept up 1.6% over the last week and 5.2% over the last month, yet it is still roughly flat year to date at 0.3%. Zooming out, the stock is down 6.6% over the last year but up 177.0% over three years and 26.0% over five years, which says a lot about how sentiment and expectations have swung. Behind these...

EHang Holdings (NasdaqGM:EH) just checked two big boxes for investors, showcasing a successful pilotless EH216-S passenger flight in Bangkok while reaffirming its 2025 revenue outlook. This tightened the link between technology milestones and future cash flows. See our latest analysis for EHang Holdings. The Bangkok milestone lands after a tougher stretch for the stock, with a 30 day share price return of minus 13.17 percent and year to date share price return of minus 8.30 percent. At the...

Wondering if Appian at around $40.96 is a hidden opportunity or a value trap? You are not alone, and this article is going to unpack exactly what you are paying for today. After a choppy few years, the stock has climbed 1.4% over the last week, 39.7% over the past month, and 23.4% year to date, even though the 5 year return still sits at a steep -73.2%. Recent interest around low code and automation platforms has put Appian back on some investors radar, especially as enterprises look for...

A deadly fire that previously ripped through seven high-rise towers in Hong Kong is expected to trigger a surge in insurance claims, with China Taiping Insurance (Hong Kong) reportedly exposed to more than US$200 million through coverage of the apartment complex and its renovation contractor. Fitch Ratings has indicated the incident is likely to temporarily lift the insurer’s combined ratio and modestly erode capital, but without jeopardizing its current credit rating. With this backdrop,...

Graphic Packaging Holding (GPK) has slid about 26% over the past 3 months and more than 40% year to date, prompting investors to revisit whether the current share price still matches its fundamentals. See our latest analysis for Graphic Packaging Holding. That slide has unwound most of Graphic Packaging Holding’s five year gains, with the steep year to date share price decline outpacing its three year total shareholder return drop and signaling momentum that is clearly fading despite modest...

CME Group (CME) has quietly ground higher over the past year, and with the stock hovering near 270 dollars, investors are asking whether its steady performance still lines up with fundamentals. See our latest analysis for CME Group. That recent dip in the 7 day share price return sits against a stronger backdrop. The year to date share price return of 16.39 percent and a 3 year total shareholder return of 73.11 percent point to momentum that is cooling a little but still firmly positive. If...

4DMedical (ASX:4DX) just landed its largest commercial order yet, a US$10 million commitment from Philips that embeds its CT:VQ lung imaging technology into Philips’ North American catalogue and fast tracks broader adoption. See our latest analysis for 4DMedical. The Philips deal lands after a strong run, with 4DMedical’s 30 day share price return of 25.41% and year to date share price return of 295.83% signalling momentum is clearly building, despite a mixed five year total shareholder...

Samsara (IOT) just posted Q3 2026 numbers with revenue of $416 million and Basic EPS of $0.01, marking a rare quarter in the black with net income of about $7.8 million. The company has seen revenue move from $300 million in Q2 2025 to $416 million in Q3 2026, while quarterly EPS shifted from a loss of about $0.09 to a modest profit as losses narrowed over time, and that margin progress is now front and center for investors dissecting this print. See our full analysis for Samsara. With the...

Boise Cascade recently announced that long-time CEO Nate Jorgensen will retire on March 2, 2026, with current COO Jeff Strom stepping into the chief executive role the following day while Jorgensen remains on the board and the company leaves the COO position vacant. This carefully staged leadership transition, alongside Strom’s deep experience in Boise Cascade’s building materials distribution business, signals a continued emphasis on operational execution and distribution efficiency at the...

In the recent past, Intuitive Surgical reported a strong quarter with procedure growth beating expectations, slightly raised full-year procedure guidance, and robust U.S. system placements, while management flagged a tougher European capital expenditure backdrop and more cautious margin guidance. An interesting angle is how this combination of outperformance on surgical volumes alongside management’s conservative tone on margins and European demand creates a more nuanced picture of the...

In recent months, asset manager VR Advisory Services accumulated over 1.2 million Core Scientific shares as the company reported stronger high-density colocation and AI infrastructure results alongside improved gross profit. This combination of institutional buying, analyst optimism and insider purchases highlights growing investor interest in Core Scientific’s shift away from volatile digital asset mining toward more data-center-like revenue streams. Next, we’ll examine how this...

BWG (OB:BWLPG) just delivered a mixed update, with third quarter earnings down sharply from last year but a fresh cash dividend for 2025 signaling the board is still comfortable rewarding shareholders. See our latest analysis for BWG. The latest earnings drop seems to have cooled sentiment, with the share price at NOK 124.5 after a 1 month share price return of negative 7.98 percent and a 3 month share price return of negative 18.25 percent. Yet the 1 year total shareholder return of 10.34...

Cboe Global Markets (CBOE) has quietly outpaced the broader market over the past year, with the stock up around 25% as investors reward its diversified mix of options, futures, and global equity trading platforms. See our latest analysis for Cboe Global Markets. That steady climb shows up in the numbers, with the share price up strongly year to date and a three year total shareholder return above 100%, suggesting momentum is still firmly on Cboe’s side despite a recent pause. If Cboe’s run...

Zumiez (ZUMZ) just posted a solid Q3 2026 print, with revenue of about $239 million and EPS of $0.57 as the specialty retailer continued to lean into its recent return to profitability. The company has seen revenue move from roughly $222 million in Q3 2025 to $239 million this quarter, while EPS climbed from $0.06 to $0.57, signaling a much healthier earnings run-rate as comparable sales rose 7.6% and margins pushed back into more comfortable territory for investors. See our full analysis for...

Wondering if Electronic Arts at around $203 a share is still a good buy or if you have already missed the move? Let us break down whether the current price makes sense for long term investors. The stock has quietly climbed 0.9% over the last week, 1.6% over the past month, and is now up 39.8% year to date, adding to a 22.7% gain over the last year and 66.2% over three years. Behind these returns is a steady stream of big franchise updates, new content drops for live service titles, and...