NYSE:BLCO
NYSE:BLCOMedical Equipment

Is Bausch + Lomb's Revenue Recovery Strengthening Its Investment Case After Last Year’s Recall (BLCO)?

Bausch + Lomb reported third-quarter 2025 earnings, with revenue rising to US$1.28 billion from US$1.20 billion a year earlier, fueled by growth across all major business segments and strong results in Pharmaceuticals. Robust demand for premium intraocular lenses and revitalized consumer brands contributed to a recovery following last year’s recall, while management highlighted ongoing margin improvement initiatives. We'll explore how sustained momentum in key product lines may influence...
NasdaqGS:INTA
NasdaqGS:INTASoftware

Should Strong Cloud Growth and Microsoft Partnership Shift Intapp (INTA) Investors’ Focus for 2026?

Intapp, Inc. reported first quarter 2026 results, posting revenue of US$139.03 million and a net loss of US$14.35 million, while providing updated guidance for the second quarter and full fiscal year. This growth was driven by increased adoption of AI-powered cloud offerings, a deepening partnership with Microsoft, and continued expansion across legal, accounting, and financial services sectors. We'll examine how strong growth in cloud and AI-driven solutions may shape Intapp's investment...
NasdaqGS:MKSI
NasdaqGS:MKSISemiconductor

Assessing MKS Instruments (MKSI) Valuation After Strong Q3 Earnings Beat and Upgraded Outlook

MKS (MKSI) just delivered third quarter results that topped Wall Street forecasts, showing strong year-over-year growth in revenue and earnings. The company issued upbeat guidance for the coming quarter, building on momentum in its semiconductor and electronics segments. See our latest analysis for MKS. The upbeat quarterly results and fresh dividend news have clearly energized investor sentiment, driving MKSI’s share price up 55.8% over the past three months to $154.8. This has helped...
NasdaqGS:TXG
NasdaqGS:TXGLife Sciences

10x Genomics (TXG): How Fresh Results and New Guidance Are Shaping Its Valuation

10x Genomics, Inc. (TXG) drew attention after releasing third quarter results that beat the subdued mood set by previous trends. Revenue and profitability both showed signs of improvement, and guidance for the next quarter points to steadier performance ahead. See our latest analysis for 10x Genomics. After underwhelming performance earlier in the year, 10x Genomics has found new momentum lately, as recent product innovation and upbeat quarterly results have helped shift sentiment. The share...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

A Fresh Look at monday.com (MNDY) Valuation After Earnings Beat and Upbeat Growth Outlook

monday.com (MNDY) caught investor attention after its latest earnings report showed quarterly revenues surpassing expectations, along with positive management comments regarding operational efficiency and sustained growth momentum for the future. See our latest analysis for monday.com. After a rollercoaster year that’s included a standout quarterly beat and some sharp pullbacks, monday.com’s share price is currently at $189.59. The short-term ups and downs, such as a recent 4.73% one-day pop...
NasdaqCM:XPEL
NasdaqCM:XPELAuto Components

Why Is XPEL (XPEL) Doubling Down on Manufacturing After Record Revenue and a New Product Launch?

XPEL, Inc. recently reported its third-quarter 2025 results, delivering record revenue of US$125.42 million, up from US$112.85 million a year earlier, while unveiling sizable investments of US$75 million to US$150 million over the next two years to enhance its manufacturing and supply chain. The company also debuted its new XPEL COLOR Paint Protection Film at the SEMA Show, highlighting ongoing product innovation to diversify revenue streams and increase market interest in vehicle...
NYSE:NSP
NYSE:NSPProfessional Services

Insperity (NSP) Is Down 23.3% After Slashing Guidance Amid Elevated Healthcare Costs and New UHC Deal

Insperity recently reported a third-quarter loss and significantly reduced its full-year earnings guidance, attributing the shortfall mainly to higher-than-expected healthcare costs and persistent profitability challenges. An important development is Insperity’s new multi-year agreement with UnitedHealthcare, which introduces risk transfer measures aimed at mitigating future benefits costs and supporting a recovery in earnings in 2026. We’ll examine how Insperity’s surprise loss and renewed...
NasdaqCM:TGTX
NasdaqCM:TGTXBiotechs

TG Therapeutics (TGTX): Exploring Valuation After Raised Guidance and Strong Q3 Financial Results

TG Therapeutics (TGTX) delivered a strong set of third-quarter results, with revenue and net income showing substantial increases compared to last year. The company also raised its full-year global revenue target, which signals growing confidence in its business momentum. See our latest analysis for TG Therapeutics. Following a string of upbeat announcements, including positive trial updates and a raised revenue outlook, TG Therapeutics’ momentum is showing up in its numbers. While the share...
NYSE:OMC
NYSE:OMCMedia

Omnicom Group (OMC): Evaluating Valuation as Investors Await Signs of a Turnaround

Omnicom Group (OMC) shares have moved only slightly over the past week, reflecting a wait-and-see approach from investors. With the company’s one-year return still well in the red, some are watching for signs of a turnaround. See our latest analysis for Omnicom Group. With Omnicom’s 1-year total shareholder return still down 26.4% despite a modest rebound over the past quarter, it is clear the momentum seen earlier in previous years has faded for now. Still, with a five-year total return of...
NYSE:OTIS
NYSE:OTISMachinery

Otis Worldwide (OTIS): Exploring Valuation After Recent Momentum Shift

Otis Worldwide (OTIS) shares have seen steady movement over the past month, with investors watching the company’s performance in a market that has offered mixed signals for the broader industrials sector. Recent results provide some perspective on its current valuation. See our latest analysis for Otis Worldwide. After a bumpy start to the year, Otis Worldwide’s share price has regained some strength, rising 4.1% over the past three months even as its one-year total shareholder return remains...
NYSE:NWN
NYSE:NWNGas Utilities

A Look at Northwest Natural Holding's Valuation Following Robust Results and Oregon Rate Hike

Northwest Natural Holding (NWN) just issued third quarter results that show rising sales and a firmer earnings outlook for 2025. These updates coincide with new rate increases in Oregon that recently took effect. See our latest analysis for Northwest Natural Holding. Following these robust quarterly results and a brighter earnings outlook, Northwest Natural Holding’s shares have gathered real momentum, delivering a 17.1% share price return over the past 90 days, and a solid total shareholder...
NYSE:IDT
NYSE:IDTTelecom

A Fresh Look at IDT (IDT) Valuation Following Strong NRS Retail Sales Growth

IDT (IDT) has caught attention after its NRS subsidiary announced strong October results. Same-store retail sales climbed 6% year-over-year, and transaction volumes increased sharply across key product categories like tobacco and beverages. See our latest analysis for IDT. IDT’s latest NRS update fits into a year that has seen plenty of action for shareholders. While the stock delivered a solid 1-year total shareholder return of 0.8%, what really stands out is its impressive 97% total return...