OB:NHY
OB:NHYMetals and Mining

Norsk Hydro (OB:NHY) Valuation in Focus Following Landmark Illvatn Hydropower Expansion Announcement

Norsk Hydro (OB:NHY) is moving forward with the Illvatn pumped storage power plant in Luster Municipality, marking its largest hydropower initiative in more than two decades. This expansion carries major implications for renewable energy capacity and future aluminium production. See our latest analysis for Norsk Hydro. The news of Hydro’s Illvatn hydropower investment comes as the stock notched a fresh 52-week high this week and posted a 4.9% one-month share price return, outpacing the Oslo...
NYSE:OGS
NYSE:OGSGas Utilities

Is ONE Gas (OGS) Undervalued? A Fresh Look at Its 2024 Valuation and Market Position

ONE Gas (OGS) has shown steady performance over recent months, with investors watching for further signs of momentum. The stock’s return year to date sits at around 19%, offering a point for comparison with sector peers. See our latest analysis for ONE Gas. ONE Gas has enjoyed a robust 18.6% year-to-date share price return, with the latest uptick partly reflecting investors’ constructive outlook on its steady fundamentals and recent gains. Momentum has generally built through 2024, leaving...
NYSE:XPO
NYSE:XPOTransportation

Will XPO’s (XPO) Operational Push Under New Leadership Redefine Its Competitive Edge?

ClearBridge Growth Strategy recently highlighted XPO, Inc. as the fourth-largest less-than-truckload (LTL) provider in North America, noting its progress under new leadership with deep industry expertise to improve service levels and drive operational improvements. An important insight was the focus on margin expansion and service enhancement initiatives, which aim to better position XPO against competitors even if freight demand remains subdued. To better understand how XPO's operational...
OM:NIBE B
OM:NIBE BBuilding

NIBE Industrier (OM:NIBE B) Is Down 9.2% After Strong Q3 Profit Turnaround—Has Market Sentiment Shifted?

NIBE Industrier AB (publ) recently reported its third quarter and nine-month earnings for the period ended September 30, 2025, highlighting SEK 10.09 billion in sales and SEK 609 million in net income for the quarter, both higher than the prior year. The company also achieved a significant turnaround over nine months, moving from a SEK 204 million net loss last year to a SEK 1.49 billion net profit this year, signalling substantial improvement in profitability. We now examine how this...
NasdaqGS:PAYX
NasdaqGS:PAYXProfessional Services

Did Paychex's (PAYX) Upbeat Earnings and Raised Guidance Just Shift Its Investment Narrative?

Earlier this month, Paychex reported quarterly earnings that surpassed expectations and raised its full-year adjusted EPS growth guidance, while highlighting strong client retention and momentum in HR technology investments. This update sheds light on renewed analyst optimism about Paychex's outlook, particularly as the company evolves its service offerings amid recent stock underperformance. We’ll explore how Paychex’s increased earnings guidance and emphasis on client retention shape its...
NYSE:SOLV
NYSE:SOLVMedical Equipment

Solventum (SOLV) Is Up 5.8% After Raising Earnings Outlook on Strong Q3 Results

Solventum Corporation recently reported its third quarter 2025 results, with revenue of US$2.10 billion and net income jumping to a very large increase from a year ago, as well as raising full-year earnings guidance to the high end of its previously indicated range. Management emphasized that accelerated volume improvements across segments and faster-than-expected benefits from commercial and product innovation initiatives played a key role in these results. We’ll assess how the company's...
TSX:BITF
TSX:BITFSoftware

Bitfarms (TSX:BITF): Exploring Valuation After a Period of Dramatic Share Price Swings

Bitfarms (TSX:BITF) has drawn some interest recently, with investors eyeing shifts in its stock performance over the past month. This period has seen some volatility, so it is worthwhile to reconsider the factors driving recent moves. See our latest analysis for Bitfarms. Bitfarms’s share price has seen dramatic swings lately, with a steep 60.44% drop over the past month after its powerful 104.55% rally in the last 90 days. Even with these recent shake-ups, the one-year total shareholder...
NasdaqGS:TTEK
NasdaqGS:TTEKCommercial Services

Tetra Tech (TTEK): Is There More Value Left After Recent Upward Momentum?

Tetra Tech (TTEK) shares have been quietly trending upward over the month, with a gain of 11%. Despite some softness in annual revenue growth, the company’s solid net income growth may have investors taking a closer look. See our latest analysis for Tetra Tech. Momentum has picked up for Tetra Tech recently, with the stock’s 1-month share price return at a strong 11.4%, even after a brief dip today. Looking at the bigger picture, however, total shareholder return for the past year is still...
OM:EQT
OM:EQTCapital Markets

Assessing EQT’s (OM:EQT) Valuation After Recent Share Price Gains

EQT (OM:EQT) has caught the attention of investors over the past month, with shares fluctuating on shifting sentiment. These moves come in the context of generally positive long-term returns for the Stockholm-based investment firm. See our latest analysis for EQT. EQT’s share price has seen a bit of a rally in the past week, climbing close to 5 percent and suggesting renewed optimism about the company’s prospects. Over the past year, shareholders have enjoyed a total return of 15.5 percent,...
NYSE:KRP
NYSE:KRPOil and Gas

How Investors Are Reacting To Kimbell Royalty Partners (KRP) Shifting Cash to Debt Reduction and Lower Distributions

Kimbell Royalty Partners, LP recently reported third-quarter 2025 results, including revenue of US$80.62 million, net income of US$19.68 million, and an average daily production of 25,530 Boe, with distributions reduced to US$0.35 per common unit as 25% of distributable cash was allocated to debt reduction. This shift in dividend policy, combined with lower earnings and revenue compared to the prior year, suggests a focus on strengthening the balance sheet amid changing industry...
NYSE:UNFI
NYSE:UNFIConsumer Retailing

Is Strong Natural Food Demand and Upgraded Guidance Shifting the Investment Case for United Natural Foods (UNFI)?

Earlier in November 2025, United Natural Foods reported that its natural and organic business continues to grow strongly on the back of robust consumer demand, with management signaling expectations for low single-digit annual net sales growth from fiscal 2024 through 2027. Ahead-of-plan progress on the company’s multi-year financial roadmap, combined with disciplined cost management and portfolio updates, highlights its adaptability amid industry challenges such as inflation and weakened...
NYSE:TNL
NYSE:TNLHospitality

Does TNL’s Steady Dividend Point to Resilient Cash Flow or Conservatism in Capital Allocation?

On November 12, 2025, Travel + Leisure Co. declared a quarterly cash dividend of US$0.56 per share, payable on December 31, 2025, to shareholders of record as of December 12, 2025, and published updated investor presentation materials emphasizing transparency and regular communication. Investor confidence has been further supported by the company’s strong third-quarter results, new institutional investment, and the continuation of its dividend policy, even as an officer sold shares during...
NasdaqGS:PLUS
NasdaqGS:PLUSElectronic

Why ePlus (PLUS) Is Up 6.3% After Raising 2026 Growth Guidance and Reporting Strong Results

ePlus announced strong financial results for the quarter and six months ended September 30, 2025, with revenue rising to US$608.83 million for the quarter and net income reaching US$34.86 million, accompanied by a quarterly dividend declaration of US$0.25 per share. The company also raised its fiscal year 2026 guidance, expecting mid-teens growth in net sales and gross profit, along with a higher increase in adjusted EBITDA, reflecting ongoing operational momentum. We'll assess how ePlus's...
BIT:ENI
BIT:ENIOil and Gas

Eni (BIT:ENI) Valuation: Assessing the Impact of Major Gas Joint Venture and Biorefinery Developments

Eni (BIT:ENI) is in the spotlight after a series of strategic moves. These include a $15 billion gas joint venture with Petronas, breaking ground on a major Malaysian biorefinery, and extending Egyptian oil and gas agreements until 2040. See our latest analysis for Eni. There’s definitely momentum building for Eni. The share price has climbed 22% year-to-date and recent strategic news, including a large-scale buyback and joint ventures, seems to be driving optimism. Long-term investors are...
NYSE:PII
NYSE:PIILeisure

Polaris (PII): Assessing Current Valuation After Recent Share Price Momentum

Polaris (PII) shares have seen shifts over the past month, with a modest drop despite a strong rebound over the past 3 months. Investors are now looking at factors that could drive the next move. See our latest analysis for Polaris. Polaris has posted a steady 14% year-to-date share price gain and notched a solid 90-day share price return of 12.6%, signaling building momentum even as the latest month cooled slightly. Long-term, though, total shareholder returns have lagged, highlighting a gap...
ENXTPA:ML
ENXTPA:MLAuto Components

Michelin (ENXTPA:ML): Exploring Valuation After Recent Share Price Swings

Compagnie Générale des Établissements Michelin Société en commandite par actions (ENXTPA:ML) has caught investors' interest after recent share price movements. The discussion now centers on how current trading levels compare with Michelin’s fundamentals and long-term outlook. See our latest analysis for Compagnie Générale des Établissements Michelin Société en commandite par actions. Michelin’s share price has seen some sharp swings in recent months, with a notable 8.5% gain over the past...
NYSE:SUI
NYSE:SUIResidential REITs

Sun Communities (SUI): Evaluating Valuation After Analyst Upgrades on Strong Q3 Results and Strategic Developments

Sun Communities (NYSE:SUI) caught investor attention after posting Q3 2025 results that beat guidance for core Funds from Operations per share. A wave of analyst upgrades followed as confidence in its core business segments gained traction. See our latest analysis for Sun Communities. The upbeat Q3 results are just the latest in a year marked by significant developments for Sun Communities, including the sale of its marina business, new strategic partnerships, and a CEO transition. With a...
NasdaqGS:AMGN
NasdaqGS:AMGNBiotechs

Amgen’s 29.9% Rally in 2025 Sparks Debate After New Drug Approvals

Wondering if Amgen is a bargain right now? You are not alone. Investors are constantly on the lookout for stocks whose price might not reflect their true worth. The stock has been on quite a run, climbing 5.2% over the past week, 13.3% for the past month, and up an impressive 29.9% year-to-date. Amgen's recent gains have coincided with industry optimism around its new drug approvals and ongoing research partnerships, which have been widely discussed in news coverage. In addition, analyst...
NYSE:USB
NYSE:USBBanks

Should U.S. Bancorp’s (USB) New Credit Card Partnerships Influence Investors’ Outlook on Growth and Fees?

U.S. Bancorp recently launched the U.S. Bank Split™ World Mastercard, which offers automatic, interest-free installment payments on every purchase, while also rolling out a suite of co-branded checking and credit cards in partnership with Edward Jones, now available to Edward Jones’ 9 million clients through a network of more than 20,000 financial advisors. These developments open up new avenues for U.S. Bancorp to reach a wider customer base and streamline how consumers manage payments and...
NYSE:SBH
NYSE:SBHSpecialty Retail

How Investors May Respond To Sally Beauty Holdings (SBH) Margin Gains and Digital Growth Momentum

Sally Beauty Holdings recently reported fiscal fourth quarter and full-year 2025 results, showing net sales of US$3.70 billion and a year-over-year increase in net income and earnings per share, alongside new guidance for steady performance in 2026. A key insight from the announcement is the company's continued investment in digital growth, exclusive brands, and store refresh initiatives, supported by a sizable ongoing share buyback program that has now reduced shares outstanding by over 32%...