NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

How ASTS’s 85% Rally and AT&T Partnership Impact Its True Market Value

If you have been eyeing AST SpaceMobile lately, you are not alone. The stock has been making waves, jumping nearly 85% over the past three months and more than doubling year-to-date. That kind of performance tends to spark a lot of questions, especially when last month brought a pullback of about 20%, only to be followed by a steady rebound. Investors are trying to make sense of whether this impressive momentum signals the start of something bigger or if the market is simply rethinking the...
NasdaqGS:MCHP
NasdaqGS:MCHPSemiconductor

Will Microchip Technology's (MCHP) Dividends Amid Losses Shift Its Long-Term Investment Narrative?

Microchip Technology recently reported its first quarter 2025 results, showing sales of US$1.08 billion and a net loss of US$18.6 million compared to net income a year earlier, and provided guidance for the upcoming quarter with net sales expected between US$1.11 billion and US$1.15 billion. An interesting aspect is that despite these operational challenges and a shift to a net loss, Microchip's board affirmed both its common and preferred stock dividends, maintaining shareholder returns...
NYSE:EPR
NYSE:EPRSpecialized REITs

What EPR Properties (EPR)'s Dividend Boost and Analyst Downgrades Mean for Shareholders

EPR Properties announced earlier this month that its Board of Trustees declared a monthly cash dividend of US$0.295 per common share, payable on September 15, 2025, to shareholders of record as of August 29, 2025, representing an annualized dividend of US$3.54 per share. The announcement coincided with several analyst downgrades, highlighting increased scrutiny on EPR Properties’ valuation and future growth prospects following its Q2 earnings report. With recent analyst downgrades reflecting...
NasdaqGS:IQ
NasdaqGS:IQEntertainment

Will iQIYI's (IQ) Shift to Net Loss Reshape Its Long-Term Growth Ambitions?

iQIYI reported second quarter 2025 earnings showing revenue of CNY 6,628.25 million, down from CNY 7,438.79 million a year earlier, and a net loss of CNY 133.71 million compared to net income of CNY 68.69 million. This result marks a shift from profit to loss, with both quarterly and six-month revenues and profits falling year-over-year for the company. With iQIYI’s shift to a net loss and declining revenue now reported, we’ll examine the implications for its longer-term growth outlook and...
NasdaqGS:SSNC
NasdaqGS:SSNCProfessional Services

SS&C Technologies (SSNC): Is the Stock’s Quiet Climb Reflecting Its True Valuation?

SS&C Technologies Holdings (SSNC) has quietly advanced this year, but the most recent moves on the stock may have slipped under the radar for many investors. With the shares closing at $87.90, there have been no headline-making announcements or flashy deals in recent days. Instead, the conversation centers on whether this steady rise signals a subtle shift in how the market values the company, or if investors are simply following broader trends in the technology sector. Looking at the bigger...
NYSE:AI
NYSE:AISoftware

Does the Recent 40% Drop Offer a Fresh Opportunity in C3.ai Stock?

If you have been watching C3.ai’s stock lately and wondering whether now is the right time to jump in or cut your losses, you are not alone. After a dramatic run-up during the initial AI stock boom, the company's share price has experienced some sharp turns, and not always in the direction investors hoped. Over the past year, C3.ai’s stock has seen a decrease of about 32%, and it's down more than 40% in the last month alone. These kinds of moves can stir up plenty of questions about risk,...
NYSE:CRGY
NYSE:CRGYOil and Gas

Should Crescent Energy’s (CRGY) Q2 Efficiency Gains and Capex Cuts Prompt a Fresh Look from Investors?

On July 21, 2025, Siebert Williams Shank & Co reiterated its ‘Buy’ rating on Crescent Energy Company (NYSE:CRGY) after the company’s Q2 2025 earnings surpassed expectations for operational efficiency and reduced capital expenditures while hitting production targets. An improved tax outlook, large inventory, and continued operational discipline contributed to renewed investor confidence, even as management guided for lower oil production in the coming months. We’ll explore how Crescent...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Is Apple Fairly Priced After Latest Lawsuit Over Watch Features?

If you have ever found yourself staring at Apple’s share price and wondering, “Should I buy, sell, or just sit tight?” you are definitely not alone. Apple stock is almost always in the headlines, and lately that has meant plenty of twists and turns that keep even the most seasoned investors on their toes. In the last 90 days, Apple has notched a 12% gain, but the price is still down about 7% year-to-date. That mix of growth and volatility is the kind of cocktail that fuels debate among...
NYSE:FIHL
NYSE:FIHLInsurance

How Investors Are Reacting To Fidelis Insurance Holdings (FIHL) Higher Revenue Paired With Sharply Lower Earnings

Fidelis Insurance Holdings Limited announced in August 2025 that its second-quarter revenue increased to US$589.3 million from US$540.1 million a year earlier, but net income fell to US$19.7 million compared to US$53.7 million previously, and the company posted a net loss for the first half of 2025. This marks a period where the company achieved higher revenues but experienced a sharp decline in profitability, highlighting a disconnect between top-line growth and bottom-line results. We’ll...
NasdaqGS:GLNG
NasdaqGS:GLNGOil and Gas

Does Golar LNG’s (GLNG) Affirmed Dividend Reflect Strategic Strength or Unrevealed Constraints?

Golar LNG Limited recently announced its second quarter 2025 results, reporting revenue of US$75.67 million and net income of US$15.64 million, while also affirming a US$0.25 per share dividend to be paid in early September 2025. The combination of rising revenue, continued profitability, and the intact quarterly dividend offers insight into Golar LNG’s approach to balancing growth and shareholder returns. To understand how the recently affirmed dividend supports Golar LNG’s investment case,...
NasdaqGS:GOGO
NasdaqGS:GOGOWireless Telecom

Is Textron’s Cessna Deal and Galileo HDX Rollout Shifting the Investment Case for Gogo (GOGO)?

Earlier this month, Textron Aviation announced that customers taking delivery of the new Cessna Citation CJ4 Gen3 business jet can now opt for the Gogo Galileo HDX global connectivity solution, expanding inflight internet capabilities with advanced low-earth orbit (LEO) technology and a high-performance HDX antenna. This collaboration extends Gogo’s longtime presence on Cessna aircraft and highlights a growing demand for premium, always-on connectivity in business aviation. We’ll examine how...
NasdaqGS:MDGL
NasdaqGS:MDGLBiotechs

How Investors May Respond To Madrigal Pharmaceuticals (MDGL) Securing First EU Approval for MASH Therapy

On August 19, 2025, Madrigal Pharmaceuticals announced that the European Commission had granted conditional marketing authorization for Rezdiffra as the first and only approved therapy for adults with noncirrhotic MASH with moderate to advanced fibrosis in the European Union. This milestone opens the door to a significant new market, with Madrigal estimating 370,000 patients currently diagnosed and under specialist care for MASH across Europe. We'll examine how this landmark European...
NYSE:RDW
NYSE:RDWAerospace & Defense

Assessing Redwire’s Value After Recent 50% Price Drop and Earnings Surge

If you have been watching Redwire's stock lately, you are not alone. Investors have good reason to be curious, as the company’s shares have swung dramatically this year, highlighted by strong one-year returns of over 31%, even as the stock came down nearly 50% over the past month. From the outside, this kind of volatility can feel daunting, but it also hints at a story of shifting risk perceptions and potential for big moves ahead, especially as the space technology sector keeps...
NasdaqGM:ANIP
NasdaqGM:ANIPPharmaceuticals

How Strong Q2 Results and Raised Guidance at ANI Pharmaceuticals (ANIP) Have Changed Its Investment Story

ANI Pharmaceuticals recently reported its second quarter 2025 results, showing sales of US$211.37 million and a swing to net income of US$8.55 million, while also raising its full-year earnings guidance to US$818 million–US$843 million. This performance was highlighted by significant growth in the Rare Disease and Generics segments, prompting analysts to update their coverage to reflect the stronger outlook. We'll examine how the raised full-year financial guidance reinforces ANI...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Where Does Intel Stand After a 14.5% Three-Month Rally?

If you have ever wrestled with what to do about Intel stock, you are in good company. Investors are debating whether now is the moment to grab shares of this iconic chipmaker or hold off as industry conditions and tight competition swirl in the background. Over the last three months, Intel has managed a respectable 14.5% gain, shaking off earlier losses and hinting that investors are getting more comfortable with the company’s growth plan. Looking further back, the five-year scorecard is not...
NasdaqGM:SPRY
NasdaqGM:SPRYBiotechs

ARS Pharmaceuticals (SPRY) Is Down 7.7% After Revenue Surges But Net Loss Widens Sharply

On August 13, 2025, ARS Pharmaceuticals reported second quarter and six-month results, with quarterly revenue increasing to US$15.72 million from US$0.5 million a year ago and net loss widening to US$44.88 million from US$12.52 million over the same period. This combination of sharply higher revenue and a significantly larger net loss reflects both increased product uptake and sustained investment needs during commercial expansion. We'll explore how this surge in revenue alongside a growing...
NasdaqGS:PEP
NasdaqGS:PEPBeverage

Is PepsiCo’s Recent 15% Rally Justified After Steady Cash Flow Growth?

If you are trying to decide what to do with PepsiCo stock right now, you are not alone. Whether you are weighing your next move or just checking in on a long-held position, it is a great time to take stock of what is driving PepsiCo’s share price. Over the last three months, the stock has crept up over 15%, showing a clear bounce from earlier in the year. On a five-year timeline, returns are still strong at 26%, despite a dip in the past twelve months. What is behind these moves? Like many...
NYSE:DHR
NYSE:DHRLife Sciences

Danaher (DHR): Assessing Valuation After Recent Share Price Rebound

Danaher (NYSE:DHR) has been on the radar for many investors lately, thanks to a sharp shift in the company’s share price in the past month. The life sciences and diagnostics giant has climbed 12% since early May, even as the broader market has moved sideways. This movement could catch investors’ attention and prompt questions about what, if anything, has changed for the business beyond the numbers on the screen. Looking at the past year, Danaher’s stock has been under pressure, dropping 22%...
NasdaqGS:OTEX
NasdaqGS:OTEXSoftware

Did Leadership Shakeup and Capital Return Moves Just Shift Open Text’s (OTEX) Investment Narrative?

Earlier this month, Open Text Corporation announced a major executive transition, appointing James McGourlay as Interim CEO and introducing organizational changes including a new Executive Committee after recent fourth-quarter earnings results showed revenue of US$1.31 billion and net income of US$28.83 million. Alongside the leadership change, the company raised its quarterly dividend by 5% and unveiled a substantial share repurchase program, reflecting a focus on returning value to...
NasdaqGM:CRMD
NasdaqGM:CRMDPharmaceuticals

CorMedix (CRMD) Is Up 11.9% After Profitable Q2 and Raised Full-Year Outlook Has The Bull Case Changed?

CorMedix Inc. recently reported its second quarter 2025 results, highlighting a surge in sales to US$39.74 million and a swing to profitability with net income of US$19.83 million, compared to a net loss a year earlier. The company also issued full-year 2025 earnings guidance, projecting pro forma revenue between US$305 million and US$335 million, underlining significant progress following its acquisition of Melinta Therapeutics. We'll examine how CorMedix's shift to profitability and robust...