NasdaqGM:NAMS
NasdaqGM:NAMSBiotechs

Does NewAmsterdam Pharma's Sharp Q3 Revenue Drop Reshape the Bull Case for NAMS?

On November 5, 2025, NewAmsterdam Pharma reported third quarter results showing sales fell to US$348,000 from US$29.11 million a year earlier, with net loss widening to US$72.01 million. Despite the sharp quarterly setback, the company's nine-month net loss and loss per share were smaller compared to the same period last year. We’ll explore how the sharp revenue contraction in the quarter shapes the current investment narrative for NewAmsterdam Pharma. AI is about to change healthcare. These...
NasdaqGS:NUVL
NasdaqGS:NUVLBiotechs

Nuvalent (NUVL): Assessing Valuation After Recent Share Price Gains

Nuvalent (NUVL) shares are up around 2% today, adding to a strong month that has seen the stock climb over 7%. Investors may be gauging the company’s recent performance as they consider its long-term return potential. See our latest analysis for Nuvalent. Nuvalent is building real momentum this year, with a standout 26.9% share price return over the past three months propelling its year-to-date gain to 20.6%. That has driven its 1-year total shareholder return to 11.1%, while the three-year...
NasdaqGS:MKTX
NasdaqGS:MKTXCapital Markets

MarketAxess Holdings (MKTX): Exploring Valuation Following Q3 Results and New U.S. Credit Auction Protocol

MarketAxess Holdings (MKTX) just released its third quarter results, reporting a modest uptick in revenue alongside a dip in net income. The company also announced a new market-wide auction protocol for U.S. credit trading, with the goal of strengthening liquidity and price discovery. See our latest analysis for MarketAxess Holdings. Despite recent product launches and a completed buyback program, MarketAxess Holdings has seen its momentum wane. The share price is down over 22% year-to-date...
NasdaqCM:XPEL
NasdaqCM:XPELAuto Components

Will XPEL’s (XPEL) Big Manufacturing Bet Redefine Its Margin Story?

XPEL, Inc. recently announced its third quarter 2025 results, reporting revenue growth to US$125.42 million but a year-over-year decline in quarterly net income, alongside expanded manufacturing investments and the debut of its COLOR Paint Protection Film at the SEMA Show in Las Vegas. In addition to its financial update, XPEL outlined plans to invest US$75 million to US$150 million over the next two years in manufacturing and supply chain initiatives, targeting margin improvements by 2028...
NYSE:FRO
NYSE:FROOil and Gas

Frontline (NYSE:FRO): Examining Valuation After Revenue Beat, Bullish Analyst Commentary, and Optimistic Market Outlook

Frontline (NYSE:FRO) recently delivered quarterly results that exceeded revenue expectations, even though earnings per share fell short. The company's stock was further buoyed by upbeat analyst commentary and confidence in demand for its Very Large Crude Carriers. See our latest analysis for Frontline. Frontline's share price recently touched a new 52-week high, reflecting growing optimism thanks to its strong revenue performance and robust demand outlook for its VLCC fleet. Over the past...
NYSE:CHWY
NYSE:CHWYSpecialty Retail

Chewy (CHWY): Assessing Valuation as Analyst Optimism Grows and Earnings Outlook Improves

Chewy (CHWY) has come under the spotlight following a series of analyst updates and investment firm commentary. The company is drawing fresh attention as earnings estimates have moved higher and investor sentiment shows signs of improvement. See our latest analysis for Chewy. Chewy’s momentum has picked up following renewed confidence from analysts and investors, with attention turning to its growth efforts and improving earnings outlook. Even with solid revenue gains this year, the share...
NYSE:PRIM
NYSE:PRIMConstruction

Primoris Services (PRIM): How Do Strong Earnings and Upgraded Outlook Shape Its Valuation?

Primoris Services (PRIM) reported strong third-quarter earnings with substantial year-over-year sales and net income growth. The company also boosted its full-year guidance. Investors are taking note of these positive financial updates. See our latest analysis for Primoris Services. Primoris Services’ upbeat earnings, a boost to this year’s outlook, and a newly declared dividend have helped reinforce investor confidence. After a strong run, the stock still shows momentum, with a year-to-date...
NasdaqGS:CSWC
NasdaqGS:CSWCCapital Markets

Capital Southwest (CSWC): Assessing Valuation After Q2 and Half-Year Gains in Revenue and Net Income

Capital Southwest (CSWC) has just released its earnings report for the second quarter and first half of 2025, providing investors with fresh insights into its evolving financial picture. The latest results include higher revenue and net income compared to last year. See our latest analysis for Capital Southwest. Capital Southwest’s latest financial update comes as the stock’s share price holds steady at $20.8, capping off a period marked by modest short-term moves but solid long-term rewards...
NasdaqGM:WLDN
NasdaqGM:WLDNProfessional Services

Willdan Group (WLDN) Is Up 5.4% After Winning US$97 Million Alameda County Energy Upgrade Contract Has The Bull Case Changed?

Alameda County, California has selected Willdan Group for a US$97 million contract to design and implement comprehensive energy and infrastructure upgrades across 24 sites, including electrification, solar PV, EV charging, and decarbonization measures. The partnership not only addresses sustainability targets but also positions Willdan as a key advisor in helping public sector clients access external funding to reduce overall project costs. We will explore how the newly secured US$97 million...
NasdaqCM:FTCI
NasdaqCM:FTCIElectrical

A Look at FTC Solar’s Valuation Following Strong Q3 Results, Strategic Deals, and Guidance for Growth

FTC Solar, a US-based solar technology firm, delivered third quarter 2025 earnings that outperformed market forecasts and sent the stock higher. The company’s revenue jumped sharply year over year, and it returned to gross profit positivity. See our latest analysis for FTC Solar. FTC Solar’s upbeat third-quarter results have helped fuel a major reversal in sentiment. The stock is now at $10.43 after surging more than 80% year-to-date. While one-day swings remain sharp, the recent run is...
NYSE:GMED
NYSE:GMEDMedical Equipment

Globus Medical (GMED): Assessing Valuation After Q3 Beat, Upgraded Guidance, and Analyst Optimism

Globus Medical (GMED) just delivered third quarter results that caught many investors’ attention, highlighted by notable margin expansion and growth in its U.S. Spine segment. Management quickly responded by raising full-year guidance. See our latest analysis for Globus Medical. Backed by strong Q3 earnings and a guidance upgrade, Globus Medical’s share price surged nearly 45% over the past month. Momentum has clearly shifted in the company’s favor, building on a steady 4.1% total shareholder...
NYSE:SMG
NYSE:SMGChemicals

A Fresh Look at Scotts Miracle-Gro (SMG) Valuation Following Earnings Turnaround and New Consumer Guidance

Scotts Miracle-Gro (SMG) just posted its fiscal fourth quarter and full-year results, shifting from last year’s net loss to positive net income. The company also provided a new outlook for its U.S. Consumer segment. See our latest analysis for Scotts Miracle-Gro. Scotts Miracle-Gro’s latest earnings turnaround and a confirmed dividend have not yet sparked a sustained recovery in its share price. After a somewhat choppy ride this year, with the latest close at $56.73 and a year-to-date share...
NYSE:GM
NYSE:GMAuto

What General Motors (GM)'s Supply Chain Pivot From China Means For Shareholders

In recent weeks, General Motors directed its suppliers to eliminate Chinese components from their supply chains, setting a 2027 deadline for compliance amid heightened US-China trade tensions and threatened curbs on rare earth exports. This decisive shift, paired with new investments in US manufacturing and policy-driven tariff relief, underscores GM's efforts to reinforce supply chain resilience and sustain domestic growth. We'll explore how GM's supplier shift away from China supports its...
NYSE:PGR
NYSE:PGRInsurance

Evaluating Progressive After Recent Technology and Pricing Moves Amid 3.6% Weekly Gain

Ever wondered if Progressive is a hidden gem or priced about right? You are not alone, with many investors considering its future value. After a bumpy start to the year, Progressive's shares have recently gained 3.6% in the past week, trimming what has otherwise been a slightly negative run. The stock is down 6.4% year to date and 10.2% over the last year. Looking at a longer time frame, the company’s outlook has been strong, with shares up 80.7% over the past three years and 166.8% over...
NYSE:DVN
NYSE:DVNOil and Gas

Why Are Devon Energy’s (DVN) Aggressive Buybacks Drawing Analyst Focus Despite Softer Earnings?

Devon Energy reported third-quarter 2025 results, posting US$4.33 billion in revenue and net income of US$687 million, alongside the repurchase of over 7.32 million shares for US$249.46 million during the period ending September 30, 2025. The company’s continued buybacks and generally resilient earnings have drawn positive analyst attention, with its operational execution highlighted as a key strength despite softer profitability compared to the prior year. We will now explore how Devon’s...
NYSE:OC
NYSE:OCBuilding

The Bull Case For Owens Corning (OC) Could Change Following Q3 Loss and Goodwill Impairment Charge

On November 5, 2025, Owens Corning reported a significant net loss for the third quarter, driven by a US$780 million goodwill impairment charge, alongside a decline in quarterly sales and cautious guidance for the upcoming quarter. This marks a notable shift in the company's recent financial outcomes, especially as its earlier performance was characterized by net income and more stable revenue. We'll examine how the large goodwill impairment and lower revenue outlook alter Owens Corning's...
NYSE:TREX
NYSE:TREXBuilding

Lowered Guidance and Regulatory Scrutiny Might Change the Case for Investing in Trex Company (TREX)

Earlier this month, Trex Company reported third quarter 2025 results showing sales of US$285.35 million and lowered its full-year sales expectations, while law firms launched investigations into its inventory and sales disclosures following the announcement. An important insight is that, alongside updated forecasts and planned share buybacks, Trex is also enhancing its Midwest distribution network through an expanded partnership with Specialty Building Products, aiming to strengthen access...
NasdaqGS:PLXS
NasdaqGS:PLXSElectronic

How the Evolv Contract Manufacturing Deal at Plexus (PLXS) Has Changed Its Investment Story

Earlier this month, Evolv Technologies Holdings Inc. announced it entered into a contract manufacturing partnership with Plexus Corp. to scale production and enhance global supply capabilities. This collaboration combines Evolv's product expertise with Plexus' design and manufacturing strengths, creating new efficiencies and positioning both companies to access wider markets and improve operational resilience. We will examine how this major manufacturing partnership can impact Plexus' global...
NYSE:RBA
NYSE:RBACommercial Services

How Investors Are Reacting To RB Global (RBA) Surging Q3 Results and Strengthening Government Partnerships

RB Global, Inc. recently announced strong third-quarter 2025 results, reporting revenue of US$1.09 billion and net income of US$95.5 million, alongside an expanded agreement for IAA to support increased government fleet vehicle volumes through its partnership with the U.S. General Services Administration. Director Deborah Stein's purchase of 1,000 company shares marked the first insider buy in a year, reflecting heightened insider confidence amid ongoing operational growth and new contract...
NasdaqGS:HAS
NasdaqGS:HASLeisure

Will Hasbro's (HAS) Nostalgia-Driven Holiday Partnerships With Duluth Trading Refresh Its Brand Narrative?

Duluth Trading Co. recently announced a collaboration with Hasbro to launch a holiday collection reimagining classic Hasbro brands through apparel and in-store toy offerings, while Hasbro also unveiled a new Transformers collectible reissue with preorders now open for summer 2026 delivery. This partnership leverages Hasbro's iconic brands in fresh, nostalgia-focused products and expands its reach into new retail and gifting channels for the holiday season. We'll explore how this focus on...
NYSE:VFC
NYSE:VFCLuxury

V.F Corporation (VFC): Evaluating Value After Lawsuits and Disappointing Fiscal 2025 Results

V.F (VFC) drew widespread attention after the company revealed disappointing fourth quarter and full-year fiscal 2025 results. This prompted a series of securities class action lawsuits. Investors are now taking a closer look at how these developments may impact the stock’s outlook. See our latest analysis for V.F. The wave of class action lawsuits and underwhelming financial results have clearly weighed on sentiment, with V.F’s share price falling 30.5% year-to-date and its one-year total...
NasdaqGS:SRRK
NasdaqGS:SRRKBiotechs

Scholar Rock (SRRK): Evaluating Valuation Following This Week’s 30% Share Price Surge

Scholar Rock Holding (SRRK) shares gained momentum over the past week, as the stock climbed nearly 30%. Investors are watching closely to see if recent gains point to renewed interest in the innovative biotech’s pipeline. See our latest analysis for Scholar Rock Holding. After a challenging start to the year, Scholar Rock Holding’s recent share price rally has reignited optimism, as investors respond to renewed focus on its biotech pipeline and shifting risk sentiment. Despite a year-to-date...
NYSE:CNC
NYSE:CNCHealthcare

Centene (CNC): Evaluating Valuation as Risk Adjustment Cuts and Health Mix Challenges Weigh on Outlook

Centene is under the microscope after revealing an expected $1.8 billion cut to federal risk adjustment revenue. With a sicker membership pool and likely premium hikes ahead, investors are keeping a close watch on enrollment trends. See our latest analysis for Centene. Centene’s share price journey has been turbulent this year, reflecting mounting concern over subsidy reductions and higher-risk memberships. Although the stock has climbed nearly 28% in the last 90 days, its year-to-date share...
NasdaqGS:FTAI
NasdaqGS:FTAITrade Distributors

FTAI Aviation (FTAI): Assessing Valuation After Executive Insider Buys and Strong Aerospace Division Performance

FTAI Aviation (FTAI) has been in focus after a string of insider purchases by its COO, CFO, and CEO, pointing to renewed conviction within the leadership team. This activity comes after a strong quarter for the company’s Aerospace Products division and the completion of a major capital initiative. See our latest analysis for FTAI Aviation. FTAI Aviation’s share price has come off recent highs, yet it still sports a 9.6% gain year-to-date, and momentum appears to be building again after key...