NYSE:ACN
NYSE:ACNIT

How Accenture's (ACN) AI Safety Platform Collaboration Could Shape Its Factory Modernization Story

In October 2025, Belden Inc. announced a collaboration with Accenture and NVIDIA to deploy AI-powered worker safety systems in manufacturing and warehouse environments, demonstrating their solution at NVIDIA GTC Washington, D.C., and piloting it with an automotive manufacturer. This partnership leverages Accenture's new "Physical AI Orchestrator" platform, enabling manufacturers to use digital twins and advanced AI for real-time safety, efficiency, and operational modernization across their...
NYSE:FSLY
NYSE:FSLYIT

Fastly (FSLY): Assessing Valuation After Recent Share Price Uptick

Fastly (FSLY) shares have inched up about 1% over the past day, despite lacking any major news or apparent catalyst. Investors might find it useful to explore the valuation context behind this recent price movement. See our latest analysis for Fastly. Fastly’s share price ticked up slightly to $8.07, but that comes after a stretch of volatility. While the stock delivered a 90-day share price return of 8.2%, the year-to-date share price return remains in negative territory, and the 1-year...
NYSE:VG
NYSE:VGOil and Gas

Assessing Venture Global’s (VG) Valuation After a 44% Slide Despite Solid Growth

Venture Global (VG) shares have tracked lower over the past month, losing more than 44%. However, its annual growth figures for revenue and profit remain positive. Investors may be watching for clues about the company’s longer-term trajectory. See our latest analysis for Venture Global. Venture Global’s share price momentum has faded sharply in recent weeks, with a 30-day share price return of -44.4%. The stock’s slide since the start of the year points to shifting investor sentiment, even as...
NYSE:MNTN
NYSE:MNTNMedia

MNTN (MNTN) Losses Deepen 14.8% Annually, Challenging Bullish Turnaround Narrative

MNTN (MNTN) remains in the red, with net losses having deepened at a pace of 14.8% per year over the last five years and no sign yet of a positive net profit margin. That said, there is a bold turnaround forecast: earnings are projected to grow at a steep 90.92% annually, with a shift into profitability expected within three years. With revenue growth expectations of 18% per year outpacing the wider US market, the latest results put all eyes on whether strong forward momentum will finally...
NYSE:PKG
NYSE:PKGPackaging

Is Packaging Corporation of America Poised for a Rebound After Recent Share Price Drop?

Wondering if Packaging Corporation of America is a bargain or priced for perfection? Let’s dive into what really matters when it comes to valuing the stock. The stock has seen a 1.3% bump in the last week, but it is still down 6.5% over the past month and 11.6% year to date, so there has been plenty of action for investors to digest. Recent headlines have focused on supply chain improvements across the packaging industry, along with reports of steadily rising demand in e-commerce packaging...
NYSE:ETSY
NYSE:ETSYMultiline Retail

Etsy (ETSY) Is Down 7.6% After CEO Transition and Q3 Results Reveal Slowing Buyer Growth

Etsy recently reported its third quarter 2025 results, sharing sales of US$678.03 million and net income of US$75.5 million, and announced President and Chief Growth Officer Kruti Patel Goyal will become CEO in January 2026, replacing Josh Silverman. Concurrently, Etsy became the first partner for ChatGPT’s instant checkout feature and launched a marketing campaign focused on personalized, emotionally resonant holiday gifting to deepen brand connection and drive engagement. We'll explore how...
NasdaqGS:UDMY
NasdaqGS:UDMYConsumer Services

Udemy (UDMY) Is Up After Achieving Profitability and Completing $29 Million Share Buyback – What's Changed

Udemy, Inc. announced its third quarter 2025 earnings, reporting US$195.68 million in sales and a shift from a net loss a year ago to net income of US$1.64 million, as well as the completion of a 4.1 million share buyback worth US$29.22 million. A unique aspect of this update is Udemy's move into profitability while advancing its subscription revenue model, both of which have drawn positive analyst commentary on the company's long-term outlook. We'll examine how Udemy's transition to a...
NasdaqCM:SEZL
NasdaqCM:SEZLDiversified Financial

A Look at Sezzle (SEZL) Valuation Following Q3 Earnings Beat and Upgraded Guidance

Sezzle (SEZL) is drawing attention after posting third-quarter results that beat market expectations. Revenue and net income both climbed sharply over last year. Investors are now digesting the company’s decision to raise full-year earnings guidance. See our latest analysis for Sezzle. After a stellar earnings beat and upgraded profit outlook, Sezzle’s share price quickly jumped 7.76% in the latest trading session. However, momentum has been mixed recently, with the stock still down 23.26%...
NasdaqGS:NVMI
NasdaqGS:NVMISemiconductor

A Look at Nova (NVMI) Valuation Following Latest Financial Guidance Announcement

Nova (NVMI) released its earnings guidance for the fourth quarter, outlining expectations of $215 million to $225 million in revenue and diluted GAAP earnings per share ranging from $1.77 to $1.95. This management outlook has become the central focus for investors tracking the stock’s near-term prospects. See our latest analysis for Nova. Novo’s latest guidance comes after a string of outperformance, with a 1-year total shareholder return of 78.88% and the share price up 30.33% in just the...
NYSE:ZBH
NYSE:ZBHMedical Equipment

Zimmer Biomet (ZBH) Profit Margin Falls on $304.6M Loss, Testing Bullish Narratives

Zimmer Biomet Holdings (ZBH) posted a net profit margin of 10.5%, down from 13.3% a year ago, marking a drop in profitability as the company absorbed a $304.6 million one-off loss over the last twelve months. While the average annual earnings growth stood at a solid 26.4% over the past five years, recent performance took a hit with negative earnings growth this year, making direct comparisons to historical trends less meaningful. Looking forward, earnings are forecast to increase by 14.2% per...
NYSE:HD
NYSE:HDSpecialty Retail

Will Reputation and Supply Chain Pressures Change Home Depot's (HD) Investment Narrative?

In recent days, Home Depot experienced a small drop in store traffic despite posting higher overall sales, attributed to necessary price increases that have tempered customer spending. Protests related to immigration enforcement actions at Home Depot locations, combined with ongoing supply chain concerns, have brought new focus to the company’s reputation and operational stability. We'll assess how these reputation and supply chain concerns could influence Home Depot's investment narrative...
NasdaqGS:HIMX
NasdaqGS:HIMXSemiconductor

What Himax Technologies (HIMX)'s Steep Q3 Revenue and Profit Drop Means For Shareholders

Himax Technologies recently reported its third quarter 2025 financial results, revealing US$199.16 million in revenue and US$1.07 million in net income, both lower than the same quarter last year. Profitability fell sharply, with diluted earnings per share from continuing operations dropping to US$0.012, reflecting ongoing pressures on margins for the company. We'll explore how the substantial year-over-year decline in revenue and profit could reshape expectations within Himax's investment...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Datadog (DDOG): Is the Stock Undervalued After Recent Pullback?

Datadog (DDOG) shares have edged lower recently, slipping just over 1% in the month. The move comes as investors weigh the company’s ongoing revenue and net income growth in comparison to the shifting outlook for software stocks. See our latest analysis for Datadog. Datadog’s share price has given back some ground after a strong start to the year, but the big picture tells a story of momentum, with a 13.6% share price return over the last 90 days and a robust 20.8% total shareholder return...
NasdaqGM:TTD
NasdaqGM:TTDMedia

How Does a New CRO at Trade Desk (TTD) Reflect Shifts in Leadership and Revenue Strategy?

The Trade Desk recently appointed Anders Mortensen as Chief Revenue Officer, following his tenure at Google and Fujitsu, to lead global revenue strategy and replace long-serving executive Jed Dederick, who will assist with the transition through year-end. Mortensen’s extensive digital advertising experience comes at a pivotal time for The Trade Desk, as the company faces increased competition and evolving industry challenges. Now, we’ll explore how the leadership transition and management’s...
NYSE:PATH
NYSE:PATHSoftware

What Do CEO Share Sales Mean for UiPath’s (PATH) Management Credibility Amid AI Expansion?

In recent days, UiPath's CEO Daniel Dines sold 45,000 shares under a pre-arranged Rule 10b5-1 trading plan, following a series of major product and partnership announcements that included collaborations with OpenAI and Azure AI Foundry. This ongoing insider selling, alongside integration of advanced AI automation technologies, has heightened investor concerns about management confidence and the company's operational outlook. We'll explore how questions around management confidence, raised by...
NYSE:NUVB
NYSE:NUVBPharmaceuticals

Nuvation Bio (NUVB) Is Up After Strong IBTROZI Launch and Q3 Revenue Beat – Has Sentiment Shifted?

Nuvation Bio Inc. recently reported third-quarter 2025 earnings, highlighting US$13.12 million in revenue and continued market momentum following the commercial launch of IBTROZI for ROS1-positive non-small cell lung cancer. Strong early uptake of IBTROZI, supported by broad payer coverage and new patient starts, has become a key driver of confidence in the company’s outlook. We’ll explore how IBTROZI’s successful launch and rapid sales growth are reshaping Nuvation Bio’s investment...
NYSE:OPFI
NYSE:OPFIConsumer Finance

A Fresh Look at OppFi (OPFI) Valuation After Raised Revenue Guidance and Buyback Completion

OppFi (OPFI) just raised its revenue expectations for 2025 and completed a notable share repurchase. These are two clear signals that management is confident about the company’s direction and prospects next year. See our latest analysis for OppFi. After the upbeat revenue outlook and completion of its buyback, OppFi’s positive momentum stands out. The 1-year total shareholder return sits at 89.5%, and its 3-year total return is an impressive 454%. These strong numbers have caught investor...
NasdaqGS:AMKR
NasdaqGS:AMKRSemiconductor

Amkor Technology (AMKR) Is Up 11.8% After Strong Q3 Results and CEO Transition Plans – What's Changed

Amkor Technology reported its third-quarter 2025 results with revenue of US$1.99 billion and net income of US$126.59 million, surpassing the prior year's figures, while also providing guidance for a sequential fourth-quarter revenue decline and a year-on-year increase. Management changes were announced, including the upcoming retirement of CEO Giel Rutten at the end of 2025, with Kevin Engel, an executive with two decades at Amkor, set to assume leadership, signaling stable continuity as the...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

Duolingo (DUOL): Exploring Valuation After Recent Share Price Slide and Shifting Investor Sentiment

Duolingo (DUOL) shares have been in focus recently, trading around $260. The stock’s movement this month has drawn attention from investors who are weighing the company’s growth trends in light of recent market volatility. See our latest analysis for Duolingo. It’s been a rollercoaster year for Duolingo, with momentum fading in recent months as the share price slid 18.8% over the past month and 20.2% year-to-date. While there is still impressive long-term growth, with Duolingo’s three-year...
NasdaqGM:WLDN
NasdaqGM:WLDNProfessional Services

A Look at Willdan Group’s (WLDN) Valuation Following 2025 Guidance Boost and Recent Acquisitions

Willdan Group (WLDN) is drawing attention ahead of its third-quarter earnings release as the company lifts its full-year 2025 guidance to reflect higher expected net revenue, adjusted EBITDA, and adjusted EPS following recent acquisitions. See our latest analysis for Willdan Group. Willdan Group’s latest moves, including its APG acquisition and an upbeat outlook for 2025, have fueled significant momentum. The company has seen a dramatic year-to-date share price return of nearly 150%...
NYSE:TNK
NYSE:TNKOil and Gas

Teekay Tankers (NYSE:TNK): Evaluating Valuation After Q3 Profit Growth and Dividend Reaffirmation

Teekay Tankers (NYSE:TNK) just posted its third quarter results, showing a solid jump in net income and earnings per share, even as revenue slipped from last year. The company also reaffirmed its regular cash dividend. See our latest analysis for Teekay Tankers. Teekay Tankers’ latest earnings jump and continued dividend have powered strong momentum in its share price, with a 20.67% one-month share price return and an impressive 47.88% rise year-to-date. Looking further back, its total...
NYSE:FIHL
NYSE:FIHLInsurance

Does Fidelis Insurance Holdings’ (FIHL) Dividend Signal Enduring Strength or a Shift in Capital Strategy?

On November 3, 2025, Fidelis Insurance Holdings Limited announced that its Board of Directors declared a quarterly dividend of US$0.15 per share, payable on December 23, 2025, to shareholders of record as of December 10, 2025. The dividend declaration reflects Fidelis Insurance's confidence in its capital strength and a continued commitment to delivering shareholder returns through disciplined capital management. We'll explore how this newly announced dividend payout highlights Fidelis...
NasdaqGS:PCAR
NasdaqGS:PCARMachinery

Does PACCAR’s Stock Offer Value After Recent Supply Chain and EV Investment News?

Curious if PACCAR stock is a good deal right now? Let’s break down whether there’s value hidden beneath the hood. PACCAR’s share price has moved up 2.6% in the last week and 2.3% over the past month, even though it remains down 2.6% year-to-date and 9.6% over the past year. Long-term holders have still seen strong gains of over 100% in five years. Recent news around PACCAR includes supply chain updates and continued investments in electric vehicle development, both drawing attention from...
NYSE:KKR
NYSE:KKRCapital Markets

What KKR (KKR)'s $7.3 Billion Asia Exits Reveal About Its Global Growth Ambitions

In recent months, KKR has returned over US$7.3 billion to investors from successful exits in Asia-Pacific, including full divestments of Japan's Seiyu and India's JB Pharma, while expanding its investment footprint across key sectors in India and growing its presence in the region’s capital markets. This surge in activity means Asia-Pacific is contributing half of KKR’s global private equity distributions this year, underscoring the region's rising role in the firm's broader portfolio and...