NasdaqGS:NMRK
NasdaqGS:NMRKReal Estate

What Newmark Group (NMRK)'s Mountain West Alliance Means for Shareholders

Earlier this month, Mountain West Commercial Real Estate announced a new alliance with Newmark Group, expanding Newmark's presence across Utah, Idaho, Wyoming, Montana, and Nevada under the Newmark Mountain West brand. This partnership combines deep regional expertise and a large transaction track record with the global capabilities of Newmark, positioning the team to handle complex deals across multiple states and sectors. We'll explore how adding nearly 200 local specialists and...
NasdaqGS:AMPH
NasdaqGS:AMPHPharmaceuticals

The Bull Case for Amphastar Pharmaceuticals (AMPH) Could Change Following Exclusive Peptide Therapeutics License Deal

Amphastar Pharmaceuticals recently announced an exclusive license agreement with Nanjing Anji Biotechnology, securing U.S. and Canadian rights to develop and commercialize three proprietary peptide therapeutics, with total potential payments to Anji reaching up to US$453 million over the life of the deal. This collaboration grants Amphastar access to novel peptides with unique mechanisms that could address poorly treated cancers and offers an alternative to current eye injection...
NYSE:IIPR
NYSE:IIPRIndustrial REITs

How Will Share Buybacks and Weaker Earnings Shape Innovative Industrial Properties' (IIPR) Outlook?

Innovative Industrial Properties, Inc. announced it completed its share repurchase program as of June 30, 2025, buying back 371,538 shares for US$20.1 million following the buyback announcement in March. The repurchase coincided with the company's release of second quarter results, which revealed a year-over-year decrease in both revenue and net income. To assess how these developments affect the company, we will consider the impact of weaker earnings on Innovative Industrial Properties'...
NasdaqGS:CME
NasdaqGS:CMECapital Markets

CME Group (CME): Is the Recent Share Price Move Creating a New Valuation Opportunity?

CME Group (CME) is catching some investor attention after its shares recently edged higher and closed at $271.49. While there has not been a single headline-driving event behind this move, the action invites investors to reconsider the stock’s value proposition and whether market sentiment is shifting around this global exchange operator. The company is coming off steady annual growth in both revenue and net income, and these recent price movements prompt a refreshed look at possible...
NasdaqGS:AKAM
NasdaqGS:AKAMIT

Will Akamai Technologies' (AKAM) Busy Quarter Reveal a Shift in Its Long-Term Growth Priorities?

Akamai Technologies recently announced a new partnership with Aptum, enabling Aptum to offer day 0-2 cloud migration and transformation services for joint Akamai Cloud customers and expanding integrated solutions for technology services distributors and their sub-agents. This collaboration, alongside Akamai’s latest quarterly earnings, new financial guidance, a US$598.08 million shelf registration, and completion of a major share buyback tranche, reflects significant activity aimed at...
NasdaqGS:TCOM
NasdaqGS:TCOMHospitality

Trip.com Group (NasdaqGS:TCOM): Evaluating Valuation After Strong Share Price Recovery

Trip.com Group (NasdaqGS:TCOM) has quietly caught investors’ attention after a steady recovery from pandemic lows, capped by a rise of nearly 58% over the past year. While there is no single headline grabbing the spotlight this week, the climb in share price may have left many shareholders wondering if the market’s optimism is sustainable or if this is simply a return to the company’s growth narrative as global travel demand rebounds. Looking at the bigger picture, Trip.com Group’s...
NYSE:ONON
NYSE:ONONLuxury

Does On Stock Present an Opportunity After 24% Slide Despite Strong Cash Flow Outlook?

Is On Holding’s Stock Still a Buy? Let’s Break It Down If you’re staring at On Holding’s ticker, wondering what comes next, you’re not alone. The last year has been a rollercoaster for ONON shareholders. The stock has dropped nearly 24% in the past 90 days, even as it’s still up just over 7% compared to a year ago. After such swings, the big question is whether today’s price really reflects the company’s future potential, or if the recent dip is signaling increased risk or uncertainty. Market...
NYSE:ABBV
NYSE:ABBVBiotechs

What Do AbbVie’s Gains in 2025 Mean After Promising Alzheimer’s Drug Results?

Thinking about what to do with AbbVie stock right now? You are in good company. Whether you already own shares or are just considering a position, it is impossible to ignore how much attention the pharmaceutical giant has been getting lately. AbbVie’s share price has climbed nearly 15% year-to-date, and its performance over the last three and five years has been nothing short of stellar, with total returns surpassing 66% and 168% respectively. Clearly, investors have picked up on something...
NYSE:ELF
NYSE:ELFPersonal Products

Is e.l.f. Beauty at a Turning Point After Double Digit Growth and Share Price Drop?

Certainly! Here is the revised article with em dashes replaced and text clarified: Thinking about what to do with e.l.f. Beauty stock these days? You are not alone. With shares currently trading around $119.83, many investors are weighing up whether this popular beauty brand is just getting started or approaching its peak. The stock’s performance paints an intriguing picture. Although e.l.f. Beauty has pulled back roughly 2.6% year-to-date and posted a one-year total return of -25.7%, the...
NYSE:WMS
NYSE:WMSBuilding

Is Advanced Drainage Systems' (WMS) Dividend Hike a Sign of Enduring Earnings Strength?

Advanced Drainage Systems recently reported its first quarter 2025 results, with sales rising to US$829.88 million and net income at US$143.92 million, approved a 13% higher quarterly dividend of US$0.18 per share payable September 15, 2025, confirmed its fiscal 2026 guidance, and announced no share repurchases during the latest quarter. The combination of increased dividend, steady revenue growth, and guidance confirmation signals management’s confidence in the business despite recent...
NYSE:VIK
NYSE:VIKHospitality

Is This a Good Entry Point for Viking Holdings After Surging 65% This Year?

Wondering whether now is the right time to take a closer look at Viking Holdings? You are certainly not alone. Investors have been watching the company’s share price swing over the past few months with a mix of anticipation and curiosity. After all, Viking Holdings is up an impressive 65% over the past year and more than 35% just since the start of 2024. This strong performance has put it on the radar for anyone looking for growth stories with genuine staying power. Even after a bit of...
NasdaqGS:ALRM
NasdaqGS:ALRMSoftware

How Alarm.com Holdings' Raised Outlook and Recurring Revenue Growth Will Impact ALRM Investors

Alarm.com Holdings reported second-quarter 2025 earnings with revenue of US$254.31 million and net income of US$34.55 million, both higher than the prior year, and raised its full-year revenue guidance to a range of US$990.0 million to US$996.4 million. The company also offered new guidance for third-quarter SaaS and license revenue, highlighting a focus on recurring revenue streams and expectations for continued business growth. We'll look at how Alarm.com's raised full-year outlook and...
NYSE:WSO
NYSE:WSOTrade Distributors

How Watsco's (WSO) Superior ROCE and Capital Expansion Could Shape Its Long-Term Value Creation

In recent news, Watsco reported a robust return on capital employed (ROCE) of 20%, significantly higher than the industry average of 11%, while expanding its capital employed by 83% over the past five years and maintaining stable returns. This financial performance highlights Watsco’s disciplined reinvestment approach and signals confidence in its ability to deliver sustained shareholder value. We’ll now explore how Watsco’s strong ROCE, far above peers, shapes the outlook for its investment...
NYSE:DOCN
NYSE:DOCNIT

Is DigitalOcean Set for Growth After Recent Share Price Recovery in 2025?

If you have been following DigitalOcean Holdings lately, you are probably wondering whether now is the right time to make a move on the stock. Its share price has been anything but boring, dipping nearly 10% since the start of the year, yet showing signs of life with a steady 7% gain over the past three months. DigitalOcean’s swings seem to track with broader shifts in tech sentiment, but also suggest the market is wrestling with how to properly value this cloud-focused operator. Despite the...
NYSE:OC
NYSE:OCBuilding

Strong Q2 Earnings and Major Buyback Might Change the Case For Investing In Owens Corning (OC)

Earlier this month, Owens Corning reported its second quarter 2025 results, highlighting US$2.75 billion in sales and US$363 million in net income, both higher than the prior year, and announced the completion of a share repurchase totaling US$893.55 million under its 2022 buyback authorization. The combination of robust quarterly earnings growth and a significant buyback completion underscores management's focus on capital returns and operational performance. Let's assess how Owens...
NYSE:S
NYSE:SSoftware

What Recent Price Rebound Means for SentinelOne Stock Valuation in 2025

Thinking about what to do with SentinelOne stock right now? You are definitely not alone. With the cybersecurity sector evolving rapidly, the market appears uncertain about this stock. SentinelOne has had a volatile year, with the price declining significantly over the past 12 months, down nearly 29.4%. Even year-to-date, it has slipped about 24.9%. However, just in the past week, the stock rebounded almost 4%, which could indicate a possible sentiment shift or renewed optimism regarding...
NYSE:PG
NYSE:PGHousehold Products

Is P&G Set for Growth in 2025 After Strong Earnings Beat Expectations?

If you have been watching Procter & Gamble’s stock lately, you are definitely not alone. With its place as a staple in so many portfolios, a lot of investors are wondering: hold, buy, or wait? Over the last year, shares have managed to weather a somewhat rocky market, dipping modestly by nearly 5%. However, they are still up a healthy 16% over the last three years. That shows resilience, but it also raises a classic question: is there real growth left, or are investors mainly paying for...
NYSE:WMK
NYSE:WMKConsumer Retailing

Do Weis Markets' Mixed Profits Reveal a Turning Point in Its WMK Investment Story?

Weis Markets reported its second quarter and half-year 2025 earnings, highlighting sales of US$1.21 billion for the quarter and net income of US$26.53 million, both up slightly versus the same period last year. While quarterly profits saw a modest rise, half-year net income dipped compared to 2024, signaling mixed operating results despite continued revenue growth. We’ll examine how the divergence between rising sales and mixed net income shapes Weis Markets’ investment narrative this...