NYSE:AS
NYSE:ASLuxury

Has Amer Sports Risen Too Far After Its 30% Year to Date Rally?

Thinking about what to do with Amer Sports stock? You are not alone. Whether you have been tracking its impressive quarterly numbers or just noticed its ticker popping up more often, there has been no shortage of chatter lately about Amer Sports. Over the past year, the stock has delivered a solid total return of just over 2%, and it is up nearly 30% year-to-date. This suggests that investors are warming up to its growth story. After a recent closing price of $37.50, Amer Sports still trades...
NYSE:AGX
NYSE:AGXConstruction

Did a $1.9 Billion Backlog Just Shift Argan's (AGX) Investment Narrative Toward Data Centers?

In recent news, Argan reported a project backlog of US$1.9 billion that is expected to support rising demand for power infrastructure in data center, electric vehicle, and renewable energy sectors. The Sandow Lakes Power Station project stands out as a pivotal move, potentially expanding Argan’s presence in one of North America’s major data center hubs and opening the door for future contract opportunities. We’ll explore how Argan’s robust backlog, particularly its entry into key data center...
NYSE:ZK
NYSE:ZKAuto

ZEEKR’s Sharply Reduced Net Loss Might Change the Case for Investing in ZEEKR (ZK)

ZEEKR Intelligent Technology Holding Limited recently announced its earnings for the second quarter and first half of 2025, reporting stable revenue at CNY27.43 billion for the quarter and a net loss of CNY394 million, a significant decrease from the prior year’s net loss of CNY2.88 billion. This substantial reduction in quarterly net loss, achieved despite largely unchanged revenue, signals an improvement in operating efficiency and cost management as highlighted in the company’s latest...
NasdaqGS:MLYS
NasdaqGS:MLYSBiotechs

Can Mineralys Therapeutics' (MLYS) Narrowing Per-Share Losses Reshape Investor Expectations for Turnaround?

Mineralys Therapeutics announced its second quarter 2025 earnings, reporting a net loss of US$43.27 million, with basic loss per share from continuing operations decreasing to US$0.66 from US$0.83 a year earlier. A unique insight from this release is that, despite a higher overall net loss, improved loss per share figures have sparked more favorable analyst expectations for the company’s near-term performance. We’ll explore how Mineralys Therapeutics’ progress in narrowing per-share losses...
NYSE:REZI
NYSE:REZIBuilding

Can Resideo Technologies' (REZI) Revenue Optimism Offset Concerns Raised by Its Recent Net Loss?

Earlier this month, Resideo Technologies reported second quarter 2025 results showing net sales of US$1.94 billion with a net loss of US$825 million, and raised its full-year revenue guidance to US$7.45–7.55 billion. This combination of higher sales alongside a significant net loss, coupled with an improved outlook for annual revenue, points to both operational challenges and management’s confidence in sustained top-line momentum. We'll examine how the sharp swing to a net loss impacts...
NYSE:ETN
NYSE:ETNElectrical

Did Eaton's (ETN) Earnings Beat and Buyback Signal a Shift in Long-Term Growth Confidence?

Earlier this month, Eaton Corporation reported its second-quarter 2025 results, highlighted by sales of US$7.03 billion, earnings per share growth, and an updated full-year earnings outlook reflecting increased management confidence in organic growth and profit expectations. Alongside its earnings announcement, Eaton also completed a significant share buyback program, repurchasing over 2.8 million shares for US$855.28 million since February, underscoring the company’s continued focus on...
NYSE:QSR
NYSE:QSRHospitality

The Bull Case For Restaurant Brands International (QSR) Could Change Following Lower Profits and New Share Buyback Plan

Restaurant Brands International recently reported its second-quarter and half-year 2025 results, highlighting higher revenue of US$2.41 billion and sales growth, alongside lower net income of US$189 million and earnings per share compared to the prior year. The company also launched a new US$1 billion share repurchase program, completed a prior buyback, and reaffirmed its quarterly dividend, emphasizing ongoing shareholder returns despite profit pressures. We'll examine how the new share...
NYSE:RLJ
NYSE:RLJHotel and Resort REITs

Did RLJ Lodging Trust’s (RLJ) Share Buyback Amid Lower Earnings Reflect a Shift in Capital Allocation Strategy?

RLJ Lodging Trust recently reported second quarter 2025 earnings with sales and net income lower than the prior year, issued full-year earnings guidance, and completed two tranches of its share buyback program, acquiring 3,000,987 shares for US$3.87 million and 491,709 shares for US$3.47 million. These developments signal RLJ's continued focus on capital returns to shareholders despite year-over-year operational headwinds. We'll explore how RLJ Lodging Trust's completion of its share buyback...
NYSE:SOC
NYSE:SOCOil and Gas

How Investors May Respond To Sable Offshore (SOC) Losses and Securities Lawsuit Over Production Disclosures

Sable Offshore Corp. recently reported its second-quarter 2025 results, revealing a US$128.07 million net loss and a reduction in basic loss per share from continuing operations compared to a year earlier. At the same time, Sable Offshore is facing a class action lawsuit alleging securities fraud tied to statements about its California oil production restart, raising material questions about its disclosures and governance. We'll explore how the lawsuit over alleged false statements about...
OTCPK:FMCC
OTCPK:FMCCDiversified Financial

Is There an Opportunity in Freddie Mac After IPO Plans Valuing It Near $500B?

If you are standing on the sidelines trying to decide what to do with Federal Home Loan Mortgage stock, you are definitely not alone. There is a growing buzz around Freddie Mac lately, fueled by both major headlines and a performance record that has suddenly come to life. Whether you are eyeing that 590% return over the last quarter or weighing the implications of a possible IPO, now might be one of those rare moments when Wall Street and Main Street are both looking in the same...
NasdaqGS:CCOI
NasdaqGS:CCOITelecom

Is Cogent’s (CCOI) Dividend Hike Amid Wider Losses a Sign of Shifting Capital Priorities?

Cogent Communications Holdings, Inc. recently reported a larger quarterly net loss for the second quarter ended June 30, 2025, while announcing a regular quarterly dividend increase to US$1.015 per share and completion of a tranche in its long-running share repurchase program. This combination of increased net losses with modest enhancements to shareholder returns through dividend and buyback activity provides a mixed message about the company's financial priorities. Given the wider net loss...