NasdaqGS:WDC
NasdaqGS:WDCTech

Is There Opportunity in Western Digital After 51% Rally and Toshiba Merger Progress in 2025?

If you are weighing whether to buy, hold, or sell Western Digital stock right now, you are not alone. This storied data storage giant has been on a bit of a rollercoaster lately, capturing the attention of both risk-tolerant growth seekers and valuation-minded investors. Over the last three months, Western Digital shares have surged over 51%, and the stock price is up an impressive 54% over the past year. If you zoom out to three or five years, returns have more than doubled and nearly...
NYSE:POST
NYSE:POSTFood

What Post Holdings (POST)'s Earnings Growth and Leadership Change Mean for Shareholders

Post Holdings reported third-quarter earnings with sales of US$1.98 billion and net income of US$108.8 million, both showing increases from the same period last year; the company also completed a significant tranche of its share repurchase program and announced upcoming leadership changes, with Nicolas Catoggio named as the next Chief Operating Officer. The simultaneous announcement of leadership succession and a completed share buyback signals both operational continuity and management’s...
NYSE:CAH
NYSE:CAHHealthcare

Did Cardinal Health’s (CAH) Rising Profits Amid Lower Sales Just Shift Its Investment Narrative?

Cardinal Health recently announced several updates, including its Board of Directors approving a quarterly dividend of US$0.5107 per share and the completion of a US$599.45 million fixed-income offering, alongside reporting a substantial increase in net income to US$1.56 billion for the full year ended June 30, 2025 despite a decrease in sales. Profitability gains stood out, with basic earnings per share from continuing operations rising to US$6.48, reflecting improved operational...
NasdaqGS:EBAY
NasdaqGS:EBAYMultiline Retail

A Fresh Look at eBay (EBAY) Valuation After Recent Stock Surge

eBay (EBAY) has quietly caught investor attention this month, with shares climbing nearly 25% after moving mostly sideways for much of the year. There is not a single headline event driving this recent surge, which may leave many shareholders wondering if the wider market is finally reconsidering eBay’s value, or if a shift in sentiment is underway beneath the surface. Sometimes, when stocks move without a big news catalyst, it can be a sign that expectations for future growth or risk have...
NYSE:LH
NYSE:LHHealthcare

FDA-Cleared Blood Test for Alzheimer’s Might Change the Case for Investing in Labcorp (LH)

Labcorp recently announced the nationwide availability of the Lumipulse pTau-217/Beta Amyloid 42 Ratio, the first FDA-cleared blood-based in-vitro diagnostic test to aid in the diagnosis of Alzheimer's disease in appropriate patients, developed by Fujirebio Diagnostics Inc. This launch offers a more accessible and less invasive alternative to traditional Alzheimer's diagnostics, coinciding with new clinical guidelines that endorse blood-based biomarkers for evaluating cognitive...
NasdaqGS:CHKP
NasdaqGS:CHKPSoftware

Does Check Point's Elevated P/E Ratio Signal Confidence or Risk for CHKP’s Long-Term Growth Story?

In recent days, concerns have grown among Check Point Software Technologies Ltd. shareholders regarding the company's elevated price-to-earnings (P/E) ratio of 23.6x, which stands out compared to many US companies. This focus has intensified as analysts project slower-than-market-average earnings growth over the next three years, prompting questions about whether the company's valuation is sustainable. We'll explore how worries about the high P/E ratio and slower earnings growth influence...
NasdaqGM:ENPH
NasdaqGM:ENPHSemiconductor

Does Enphase Offer Value After Its 70% Drop and Recent Cash Flow Growth?

If you’ve been watching Enphase Energy stock lately, you know just how lively this ticker can get. Whether you’re thinking of doubling down or nervously eyeing your portfolio, ENPH has kept investors on their toes. Over the past month, the stock dipped about 10%, with a 70% drop over the last year, making even long-term holders take a second look. Yet, short-term momentum is showing a bit more pep, climbing around 4% over the last week. All this volatility often reflects big changes in how...
NYSE:CMG
NYSE:CMGHospitality

Chipotle (CMG) Valuation in Focus After Prolonged Stock Decline Despite Strong Growth

If you’ve been tracking Chipotle Mexican Grill (CMG), you might have noticed the stock's slide this year and wondered if it signals a deeper shift ahead. There has been no major catalyst behind the move, but the consistent downturn could raise flags for investors deciding whether to stay invested for potential gains or consider trimming their positions. Although earnings have continued to grow at a steady rate, the market’s reaction suggests something may be changing in how future...
NYSE:PNC
NYSE:PNCBanks

Is PNC's New Chief Risk Officer Appointment a Sign of Evolving Risk Priorities for PNC (PNC)?

PNC Financial Services Group recently appointed Amy Wierenga as its new chief risk officer, with her tenure beginning on September 8, succeeding Kieran Fallon who returns to the legal department in a senior advisory role. This leadership change underscores the importance of experienced risk oversight at PNC, especially as the company navigates a complex regulatory and operational landscape. We'll explore how Wierenga's appointment may shape PNC's risk management approach and the broader...
NYSE:IOT
NYSE:IOTSoftware

What the Latest Supply Chain AI Partnership Means for Samsara’s Stock Valuation in 2025

If you have been eyeing Samsara's stock lately, you are not alone. This is one ticker that tends to spark debates, whether you are thinking about jumping in or just weighing your options. Over the past year, Samsara has seen some dramatic shifts. Though the stock price has dropped about 20% in the last twelve months and is down nearly 25% year-to-date, that does not always tell the full story about the company's potential or how the market views its risk. Curious observers will also notice a...
NYSE:DRD
NYSE:DRDMetals and Mining

Should DRDGOLD’s (DRD) Rising Earnings Guidance Shift Investor Focus Toward Its Profitability Momentum?

DRDGOLD Limited reported its full-year results for the period ended June 30, 2025, with sales rising to ZAR 7.88 billion and net income reaching ZAR 2.24 billion, up from ZAR 6.24 billion and ZAR 1.33 billion respectively, in the previous year. The company’s prior guidance suggested substantial year-on-year growth in earnings per share and headline earnings per share, which highlights improved profitability momentum. We’ll explore how the stronger earnings guidance supports DRDGOLD’s...
NYSE:VZ
NYSE:VZTelecom

Verizon (VZ) Shares Quietly Rise 6%: Exploring Its Valuation and Upside Potential

It’s not every day that Verizon Communications (VZ) quietly adds over 6% in a single month, so investors are understandably looking at the stock and wondering what might be behind its recent run. No dramatic headlines are grabbing market attention, yet this steady climb is enough to raise eyebrows. This is especially notable with the wireless giant’s year-to-date performance sitting at an impressive 12%. With market sentiment changing and risk perceptions evolving, these moves suggest that...
NasdaqGS:FCNC.A
NasdaqGS:FCNC.ABanks

First Citizens BancShares (FCNC.A): Assessing Value After Significant Share Buyback Completion

If you have been watching First Citizens BancShares (FCNC.A), the company’s latest move deserves your attention. The bank just wrapped up a major part of its buyback program, purchasing 486,324 shares for over $916 million in four months. This brings total repurchases under the current plan to more than 1.6 million shares, or 11.5% of the company’s outstanding stock. This signals management’s strong conviction in the business and its long-term prospects. For investors, buybacks like these...
NasdaqGS:CSCO
NasdaqGS:CSCOCommunications

Cisco (CSCO): Assessing Its Valuation After Strong Q4 Results and Upbeat 2026 Outlook

Deciding what to do with Cisco Systems (CSCO) right now feels like one of those classic investor crossroads. The company just released its fourth quarter and full-year earnings, revealing steady year-over-year growth in both revenue and net income. In addition, management provided guidance for fiscal 2026 that points to even more gains ahead, suggesting momentum may not fade anytime soon. For investors watching from the sidelines or holding on for the long haul, these consecutive positive...
NYSE:EMR
NYSE:EMRElectrical

How Emerson Shares Stack Up After Recent $8.2B National Instruments Acquisition

If you are eyeing Emerson Electric stock and wondering if now is the time to buy, you are not alone. Investors have taken notice of this industrial stalwart after a series of price swings. EMR is up an impressive 28% over the last year and a remarkable 107% over the past five years. Even if you have only been watching the stock for a few months, you have probably seen it rise more than 11% in the past quarter despite a recent pullback of 8% over the last month. Much of this movement has been...
NYSE:MA
NYSE:MADiversified Financial

Could Mastercard’s (MA) BMO Escape Card Reveal a New Path in Travel Rewards Competition?

BMO recently introduced the BMO Escape Credit Card in partnership with Mastercard, targeting travelers with benefits such as up to US$240 in annual hotel credits, Priority Pass lounge membership, rebates on Global Entry, TSA PreCheck or NEXUS fees, and no foreign transaction charges. This collaboration enhances Mastercard’s reach in the travel rewards market, offering cardholders accelerated points on travel spend and broadening its competitive positioning among travel-focused consumer...
NYSE:AFL
NYSE:AFLInsurance

Did Aflac's (AFL) Major Buyback Boost Just Shift Its Investment Narrative?

On August 12, 2025, Aflac announced it increased its share repurchase program authorization by 100 million shares, raising the total to 380 million shares. This substantial buyback expansion may reflect management's confidence in Aflac's ongoing financial strength and capital management approach. We'll explore how the expanded buyback authorization could influence Aflac's investment narrative, especially regarding future earnings per share growth. Trump's oil boom is here - pipelines are...
NYSE:OXY
NYSE:OXYOil and Gas

Rising Production Guidance Could Be a Game Changer for Occidental Petroleum (OXY)

Occidental Petroleum Corporation recently provided updated third quarter 2025 production guidance, expecting output to reach 1.42 million to 1.46 million barrels of oil equivalent per day across all main operating areas. This signals continued operational momentum and a broad-based production increase, suggesting progress in efficiency and capacity expansion across Occidental's core assets. We'll examine how the higher production guidance adds weight to Occidental's investment narrative...
NYSE:HIMS
NYSE:HIMSHealthcare

Why Hims & Hers Health (HIMS) Is Down 10.2% After Novo Nordisk Ends Weight-Loss Drug Partnership

In August 2025, Novo Nordisk ended its partnership with Hims & Hers Health over the promotion and sale of compounded GLP-1 weight-loss drugs and instead announced a new collaboration with GoodRx to offer FDA-approved Ozempic and Wegovy at a competitive monthly price. This move not only heightened legal and regulatory risks for Hims & Hers but also intensified competitive pressure in the telehealth weight loss market. GoodRx’s partnership with Novo Nordisk highlights how innovative...
NasdaqGS:PCAR
NasdaqGS:PCARMachinery

Should You Revisit PACCAR After Its Recent 5.7% Rebound and Strong Earnings Growth?

Thinking about what to do with PACCAR stock right now? You are not alone. Plenty of investors are eyeing this industrial leader and wondering whether all that long-term growth is already baked into the price, or if there is more upside waiting. The journey of PACCAR’s share price in the last year has been anything but boring. Despite some dips, the stock is still up nearly 6.5% over the past year and has more than doubled over the last five years—a seriously strong showing for a company in...
NasdaqGS:BZ
NasdaqGS:BZProfessional Services

Kanzhun (NasdaqGS:BZ) Valuation: Dividend Debut, Buyback Expansion, and Profit Surge Reshape Shareholder Potential

If you have been monitoring Kanzhun (NasdaqGS:BZ), this week’s events may give you pause to reconsider your next move. The company announced improved results for both revenue and net income in the second quarter and first half of 2025, and then added momentum by declaring its first ever annual dividend. Adding to this, the company introduced an upsized $250 million buyback plan, making it clear that management aims to signal financial strength and a commitment to shareholder returns. These...
NYSE:SBR
NYSE:SBROil and Gas

How Lower Q2 Revenue and EPS at Sabine Royalty Trust (SBR) Has Changed Its Investment Story

Sabine Royalty Trust reported its earnings for the second quarter and first half of 2025, posting second-quarter revenue of US$18.7 million and net income of US$17.79 million, both lower than the previous year. An interesting point is that basic earnings per share from continuing operations also declined year over year, reflecting the overall drop in financial performance. We’ll explore how the declines in both revenue and earnings per share influence Sabine Royalty Trust’s investment...