NasdaqGS:ZG
NasdaqGS:ZGReal Estate

Does Zillow’s Stock Rally Still Have Room to Run After 54% Surge in 2024?

So, Should You Hold Onto Zillow Group Stock Right Now? If you have been following Zillow Group, you have probably noticed the rollercoaster ride its stock has taken lately. Over the last year, shares are up an impressive 54%, and if you zoom out further, the stock has jumped more than 146% over the past three years. That kind of movement can make any investor pay attention. However, there is more to the story. After a bumpy five-year stretch, Zillow stock is actually just below where it...
NYSE:DE
NYSE:DEMachinery

The Bull Case For Deere (DE) Could Change Following Lowered 2025 Earnings Outlook and Q3 Results

Deere & Company recently reported a decline in third quarter revenue and net income, and lowered its earnings guidance for fiscal 2025 to a range of US$4.75 billion to US$5.25 billion. These results reflect ongoing headwinds in the agricultural equipment market and downward momentum in Deere’s business growth, prompting adjustments in market expectations. With Deere lowering its earnings outlook, we'll examine how current agricultural demand challenges could affect the company's long-term...
NYSE:MPLX
NYSE:MPLXOil and Gas

MPLX Valuation in 2025: Does Strong Cash Flow Signal More Upside After Recent Gains?

Deciding what to do with MPLX stock right now might feel like standing at a crossroads, especially after seeing its confident climb over the last year. If you’re watching for strong returns, MPLX hasn’t disappointed; its total return over the past year is up an impressive 28.6%, while the five-year figure is a striking 236%. Even in 2024 so far, the stock is up over 4%. Still, recent weeks have seen some hesitation, with a small dip in the last month and only a minor gain in the last quarter...
NYSE:JOE
NYSE:JOEReal Estate

Could St. Joe's (JOE) Dividend Timing Reveal Shifts in Its Capital Allocation Approach?

St. Joe is set to go ex-dividend on August 22nd, 2025, with shareholders of record on that date eligible for a dividend payment on September 19th, 2025. This upcoming ex-dividend date often prompts investors to reposition their holdings, reflecting the importance of dividend events in trading activity. We'll explore how the ex-dividend event plays a central role in shaping St. Joe's current investment narrative. Explore 23 top quantum computing companies leading the revolution in next-gen...
NYSEAM:UEC
NYSEAM:UECOil and Gas

Should Sharply Lowered EPS Estimates Prompt Uranium Energy (UEC) Investors to Revisit Their Strategy?

In the past week, Uranium Energy saw analyst consensus EPS estimates decrease significantly and received a Zacks Rank of #5 (Strong Sell), reflecting weaker expectations ahead of its upcoming earnings release. This comes despite uranium price gains and positive industry fundamentals, with ongoing concerns about the company’s persistent unprofitability and uncertain earnings outlook. We'll explore how the sharply reduced analyst expectations for earnings are shaping Uranium Energy's current...
NYSE:GL
NYSE:GLInsurance

Should Analyst Upgrades and Premium Growth Prompt a Fresh Look at Globe Life’s (GL) Outlook?

In the past year, Globe Life Inc. reported consistent earnings growth, with six of seven analysts raising estimates for 2025 and 2026, supported by premium growth in its Life and Health Insurance segments, robust capital position, share buybacks, and dividend increases. An interesting insight is that analysts' increased optimism has been reinforced by the company's strong liquidity, improved productivity, and ongoing expansion into new markets. We’ll explore how analyst upgrades and Globe...
NasdaqGS:NTRS
NasdaqGS:NTRSCapital Markets

What Northern Trust (NTRS)'s New Institutional Wins Signal for Its Asset Servicing Growth Trajectory

In August 2025, Northern Trust announced new outsourcing mandates, including expanded services for the North Dakota Retirement and Investment Office and fund administration for Gravis Advisory Limited in the UK, strengthening its presence in asset servicing and trading solutions. These client wins highlight Northern Trust’s ability to expand relationships with large public institutions and specialist asset managers in growth sectors like alternatives and infrastructure. We’ll examine how...
NasdaqGS:SKYW
NasdaqGS:SKYWAirlines

Analyst Upgrades and Value Focus Might Change the Case for Investing in SkyWest (SKYW)

SkyWest was recently identified by Zacks as a top value stock, highlighted by its strong earnings outlook and high rankings in valuation metrics, drawing notable attention from value-focused investors. This recognition, along with upward revisions to analyst earnings estimates, points to increased optimism about SkyWest’s future performance and its potential for long-term growth in the regional airline market. We'll explore how SkyWest's newly enhanced value profile and analyst optimism...
NYSE:GAP
NYSE:GAPSpecialty Retail

Will Gap's (GAP) Viral Denim Campaign Redefine Its Brand for Next-Gen Shoppers?

Gap Inc.'s recent launch of its Fall 2025 "Better in Denim" campaign starring global music group Katseye has gone viral, attracting over 20 million views on Instagram and widespread praise for celebrating diversity and authenticity. This surge in positive consumer sentiment stands in stark contrast to recent negative reactions to a competitor’s campaign, highlighting Gap’s effective brand positioning around inclusion and individuality. We’ll assess how Gap’s viral and inclusive denim...
NYSE:LVS
NYSE:LVSHospitality

Singapore Outperformance and Q2 Beat Might Change the Case For Investing In Las Vegas Sands (LVS)

Las Vegas Sands recently reported its second-quarter 2025 results, with both earnings and revenues exceeding analyst estimates and highlighting strong performance in its core Asian markets. An interesting aspect of the announcement is Marina Bay Sands' continued momentum, attributed to new suite offerings and improved services driving results in Singapore. We’ll explore how Las Vegas Sands’ outperformance in Singapore could influence its future investment narrative and outlook. Find...
NasdaqGS:KC
NasdaqGS:KCIT

Kingsoft Cloud (KC) Is Up 9.1% After AI Segment Drives Half-Year Revenue Surge—Has the Bull Case Changed?

Kingsoft Cloud Holdings Limited recently reported half-year earnings results, revealing revenue growth to CNY4.32 billion (US$594 million) for the period ended June 30, 2025, compared to CNY3.67 billion (US$504 million) in the previous year, alongside ongoing net losses. An interesting insight from the report is that the company's AI-related business, now representing a major segment of public cloud revenue, saw very large billing growth, contributing to improved non-GAAP EBITDA and a...
NasdaqGS:WAFD
NasdaqGS:WAFDBanks

Is WaFd’s (WAFD) Dividend Strategy Reflecting Long-Term Confidence Amid Potential Fed Rate Cuts?

On August 12, 2025, WaFd, Inc.’s Board of Directors declared dividends on both its Series A Preferred Stock and common shares, alongside presenting its business strategy and operating highlights to institutional investors. The recent activity underscores WaFd’s focus on shareholder returns and operational stability during a period of shifting economic signals from central policymakers. We’ll explore how the Federal Reserve’s indication of possible interest rate cuts repositions WaFd’s...
NYSE:DIS
NYSE:DISEntertainment

ESPN Streaming Launch and Upgraded Earnings Outlook Might Change the Case for Investing in Disney (DIS)

In recent weeks, Walt Disney has been upgraded to a Zacks Rank #2 following upward revisions in earnings estimates and debuted its new ESPN streaming service with two subscription tiers and bundled content from WWE and the NFL. This development highlights Disney’s push to integrate linear and digital TV under a single ecosystem, signaling a broadened direct-to-consumer focus. We’ll examine how the launch of ESPN’s revamped streaming service and earnings estimate upgrades may reshape...
NYSE:ARE
NYSE:AREHealth Care REITs

Why Are Investors Overlooking Occupancy Declines as Alexandria Real Estate (ARE) Delivers on New Leases?

Alexandria Real Estate Equities reported second-quarter 2025 results that exceeded earnings estimates, with adjusted FFO per share reaching US$2.33, even as occupancy levels declined and interest expenses increased compared to the prior year. The company placed into service 217,774 RSF of new developments that are already 90% leased and are projected to deliver US$15 million in incremental annual net operating income, while reaffirming its full-year outlook. We’ll examine how Alexandria’s...
NYSE:NNI
NYSE:NNIConsumer Finance

Does Fed Rate Cut Hints Reinforce the Bull Case for Nelnet (NNI)?

Shares of education finance company Nelnet rose significantly in the past week after Federal Reserve Chair Jerome Powell signaled potential interest rate cuts. As an education lender, Nelnet's business can be directly affected by changes in interest rates, which influence both its loan portfolio profitability and investor sentiment. With the possibility of lower interest rates on the horizon, we'll explore what this means for the company's investment narrative. The best AI stocks today may...
NYSE:KSS
NYSE:KSSMultiline Retail

Does Kohl's (KSS) Steady Dividend Reflect Capital Strength or Mask Near-Term Growth Concerns?

On August 12, 2025, Kohl’s Board of Directors declared a regular quarterly dividend of US$0.125 per share, payable September 24 to shareholders of record as of September 10. This announcement arrives ahead of a quarterly earnings report that analysts expect will show year-over-year declines in both earnings and revenue, influenced by macroeconomic headwinds and a cautious consumer backdrop. We'll examine how the upcoming report’s anticipated earnings and revenue decline could affect the...
NasdaqGS:ROST
NasdaqGS:ROSTSpecialty Retail

How Ross Stores' (ROST) Strong Q2 and Buybacks Could Shape Its Growth Prospects

Ross Stores, Inc. recently announced its second quarter 2025 results, reporting sales of US$5,529.15 million and net income of US$508 million, while also affirming a quarterly cash dividend and completing a significant tranche of its ongoing share buyback program. The company managed to deliver stronger earnings per share than analysts anticipated, highlighting effective cost controls and ongoing expansion, even as tariff pressures and moderating same-store sales persisted. We’ll explore how...
NYSE:LOB
NYSE:LOBBanks

Will Live Oak Bancshares’ (LOB) Board Addition Mark a New Phase in Its Fintech Ambitions?

On August 12, 2025, Live Oak Bancshares appointed Jeffrey W. Lunsford, an executive with decades of experience in fintech and software, to its board, and on August 19, the company declared quarterly dividends for both Series A Preferred shareholders and common stockholders, payable on September 15, 2025. The addition of a seasoned technology leader to the board stands out as an important move that could shape the company's digital and fintech strategy. We'll assess how the addition of a...
NasdaqGS:MELI
NasdaqGS:MELIMultiline Retail

Will Rate Cut Hopes and Michael Burry’s Bet Shift MercadoLibre's (MELI) Investment Story?

Following recent comments by Federal Reserve Chair Jerome Powell suggesting possible interest rate cuts, MercadoLibre was buoyed by increased investor confidence and significant institutional buying, including a large investment from Scion Asset Management led by Michael Burry. This wave of positive sentiment for growth and tech stocks has brought renewed attention to MercadoLibre's role as a leading e-commerce and fintech platform in Latin America. We'll explore how anticipation of lower...
NYSE:LXP
NYSE:LXPIndustrial REITs

Could LXP Industrial Trust’s High Leasing Rate Signal a Durable Competitive Edge in the Sunbelt? (LXP)

Wolfe Research recently initiated coverage of LXP Industrial Trust with a positive outlook, citing the REIT's strong presence in the Sunbelt and Midwest regions, which are less affected by port-related volatility. The analyst highlighted the company's exceptionally high leasing rate of around 99.8% and noted potential for increased occupancy from upcoming lease-ups, setting LXP apart from peers. We'll explore how Wolfe Research's emphasis on LXP's resilient market fundamentals could...
NYSE:RMD
NYSE:RMDMedical Equipment

Will ResMed’s (RMD) Design Accolades Reveal a Lasting Edge in Sleep Tech Innovation?

ResMed recently announced the election of Nicole Mowad-Nassar, President of Specialty and U.S. Therapeutics Operations at AbbVie, to its board of directors, effective August 15, 2025, while long-serving board member Rich Sulpizio will retire following the 2025 Annual Meeting of Stockholders in November. In addition, ResMed received two Red Dot Awards for its AirTouch N30i mask and reached a milestone of 10,000 patents and designs, underscoring its recognized leadership in sleep and...
NYSE:HNI
NYSE:HNICommercial Services

Is HNI's (HNI) Steady Dividend Policy a Sign of Strategic Patience or Missed Opportunity?

HNI Corporation's Board of Directors recently declared a quarterly dividend of US$0.34 per share, payable on September 11, 2025, to shareholders of record as of August 22, 2025. While this dividend affirmation is a routine event, investor attention was drawn more to the broader market impact of recent dovish comments by Federal Reserve Chair Jerome Powell. With the routine dividend confirmation coinciding with market optimism over the Federal Reserve's policy outlook, let's explore...
NYSE:HUBS
NYSE:HUBSSoftware

HubSpot (HUBS) Valuation in Focus as AI Strategy, Growth Target Hike, and $500M Buyback Spark Investor Interest

HubSpot (HUBS) has just announced several key updates for investors, most notably launching new AI-driven features like ChatSpot and Customer Agent, increasing its 2025 growth target to 17%, and announcing a $500 million share buyback running through May 2026. Management’s message is clear as these moves are intended to underscore both product innovation and their confidence in the company’s roadmap. The buyback in particular often draws attention from those deciding what to do next with the...
NYSE:PINS
NYSE:PINSInteractive Media and Services

Pinterest’s Strong Q2 and Share Buybacks Might Change The Case For Investing In PINS

Earlier this month, Pinterest reported its second-quarter 2025 results, highlighting growth in both sales and net income compared to the prior year and issuing third-quarter revenue guidance for 15% to 17% year-over-year growth. The company emphasized nearly 9.8 million shares repurchased since November 2024 as part of its ongoing capital management, signaling active shareholder returns amid ongoing challenges in international monetization and regional concentration. We'll examine how...