NasdaqGS:ENVX
NasdaqGS:ENVXElectrical

A Look at Enovix (ENVX) Valuation Following Q3 Growth and New Guidance

Enovix (ENVX) just released its highly anticipated third quarter earnings, revealing strong year-over-year revenue growth and a narrowed net loss for the nine-month period. The company also provided fresh guidance for the upcoming quarter, giving investors updated insight into its outlook. See our latest analysis for Enovix. Following the latest earnings, Enovix's recent price action has been turbulent, with the share price falling over 20% in the past week and posting a 27% decline for the...
NasdaqGS:DMLP
NasdaqGS:DMLPOil and Gas

Assessing Dorchester Minerals (DMLP) Valuation After Recent Share Price Uptick and Ongoing Weakness

Dorchester Minerals (DMLP) has seen a slight share price uptick, closing at $23.47, while returns over the past week remain negative. Investors may be weighing its long-term value after a tough year, given shifting trends in the energy sector. See our latest analysis for Dorchester Minerals. Dorchester Minerals' share price has struggled throughout the year, with a 1-year share price decline of over 32% and a total shareholder return of -23.17%, painting a picture of fading momentum. Despite...
NYSE:LVS
NYSE:LVSHospitality

Las Vegas Sands (LVS) Is Up 6.5% After Record Marina Bay Sands Results and Shareholder Payout Boosts

Las Vegas Sands recently reported strong Q3 results, highlighted by record performance at Marina Bay Sands in Singapore and solid contributions from The Londoner Macao, as well as announcing increased dividends and share buybacks. CEO Robert G. Goldstein sold 400,000 shares after exercising options, while analysts emphasized the company’s shareholder returns and growth initiatives in the integrated resort market. We’ll now explore how these robust earnings and expanded shareholder...
NasdaqGS:PWP
NasdaqGS:PWPCapital Markets

Does PWP’s Talent Push Offset M&A Slowdown After Sharp Earnings Drop?

Perella Weinberg Partners announced third quarter 2025 results, reporting a 41% year-over-year revenue decline driven by reduced M&A activity and net income of US$6 million, down from US$16.37 million a year ago. Despite the earnings miss, the firm highlighted an ongoing focus on talent acquisition and completed its Devon Park Advisors acquisition, aiming to strengthen its future advisory capabilities. We'll explore how Perella Weinberg's investment in new senior bankers shapes the company's...
NasdaqGS:ADEA
NasdaqGS:ADEASoftware

Adeia (ADEA) Trims 2025 Outlook After Q3 Net Income Drop Is Management Resetting Its Growth Ambitions?

Adeia Inc. recently lowered its full-year 2025 revenue guidance to between US$360.0 million and US$380.0 million, down from prior expectations, and revised its net income outlook to between US$52.4 million and US$71.6 million following Q3 results. While the company affirmed a dividend of US$0.05 per share, the update reflects a cautious outlook as Q3 net income fell year-over-year despite stable sales growth. We’ll now examine how the downward revision in Adeia’s guidance influences the...
NasdaqGS:ADUS
NasdaqGS:ADUSHealthcare

Assessing Addus HomeCare (ADUS) Valuation After Strong Q3 Growth and Strategic Acquisition

Addus HomeCare (ADUS) just posted its third quarter earnings, with revenue jumping 25% year over year and adjusted EPS topping forecasts. The results came along with news of a recent acquisition that expands the company’s Texas footprint. See our latest analysis for Addus HomeCare. After a strong third quarter and the acquisition of Del Cielo Home Care, Addus HomeCare’s stock has seen some ups and downs. Most recently, the share price dipped 4.7% in a single day, bringing its year-to-date...
NasdaqGS:LITE
NasdaqGS:LITECommunications

Lumentum (LITE): Assessing Valuation After Recent Strong Share Price Gains

Lumentum Holdings (LITE) has caught the interest of investors recently, with its stock showing a steady climb over the past month. With no single headline driving the move, market participants are focusing on the company’s ongoing performance and valuation. See our latest analysis for Lumentum Holdings. Lumentum's stunning 52.5% share price return over the past month has built on a remarkable rally, with momentum accelerating to a 106.1% gain in the last 90 days. Looking at a longer time...
NYSE:BIP
NYSE:BIPIntegrated Utilities

How Investors May Respond To Brookfield Infrastructure Partners (BIP) Fifth Consecutive Year of Dividend Increases

The Board of Directors of Brookfield Infrastructure Partners L.P. has declared a quarterly distribution of US$0.43 per unit, payable December 31, 2025, representing a 6% increase versus the prior year and affirming regular quarterly dividends for multiple preferred share series. This marks the fifth dividend increase in five years and reinforces Brookfield Infrastructure Partners’ consistent pattern of returning value to shareholders, with the company currently offering a dividend yield...
NYSE:ASH
NYSE:ASHChemicals

Ashland’s (ASH) Fiscal 2026 Outlook Might Change the Case For Investing in the Specialty Chemical Maker

Ashland Inc. recently reported its fourth quarter and full-year fiscal 2025 financial results, highlighting sales of US$478 million for the quarter, an 8% decrease year-over-year, along with a fiscal 2025 net loss of US$845 million, largely due to non-cash impairments and a business divestiture. An important insight from the release is that despite reduced sales and a significant annual net loss, Ashland maintained strong margins and issued fiscal 2026 guidance projecting modest organic...
NYSE:MUX
NYSE:MUXMetals and Mining

McEwen (MUX) Is Down 17.8% After Lowered Output Guidance and Paragon Stake - Has The Bull Case Changed?

Earlier this week, McEwen Inc. announced a reduced 2025 production guidance and reported that its Q3 2025 consolidated gold equivalent ounce output and year-to-date production had declined compared to the prior year, even as its net loss narrowed sharply. A key development was McEwen's move to acquire a significant 31% stake in Paragon Geochemical Laboratories, which could advance its technological capabilities in mineral assays and support future operational efficiency. To see how the...
NasdaqGS:TEAD
NasdaqGS:TEADInteractive Media and Services

Can New Leadership at Teads Holding (TEAD) Reshape Its Growth Story Amid Mounting Losses?

Teads Holding recently reported third quarter results showing sales of US$318.77 million, up from US$224.18 million a year earlier, but recorded a net loss of US$19.69 million compared to a net income previously, and announced key leadership appointments including Mollie Spilman as Chief Commercial Officer and Fernando Tassinari as Managing Director of LATAM. This combination of substantial revenue growth, operational losses, and the addition of experienced executives signals a period of...
NasdaqGS:OSIS
NasdaqGS:OSISElectronic

OSI Systems (OSIS): Assessing Valuation After Raised Guidance and Strong Quarterly Earnings Performance

OSI Systems (OSIS) recently posted quarterly earnings that beat forecasts, highlighting strong gains across its business lines. The company also raised its full-year financial guidance, indicating positive expectations for recurring service growth and new contract wins. See our latest analysis for OSI Systems. OSI Systems’ strong quarterly results and raised guidance have fueled a surge in investor enthusiasm, with the company’s share price climbing over 70% year-to-date and delivering a...
NasdaqCM:VEON
NasdaqCM:VEONWireless Telecom

VEON (VEON) Is Down 7.0% After Announcing Direct-to-Cell Partnership With Starlink – What's Changed

VEON Ltd. has announced a global framework agreement with Starlink to introduce direct-to-cell satellite connectivity, initially launching with Beeline Kazakhstan and Kyivstar in Ukraine, with additional service expansions anticipated in 2025 and 2026. This collaboration grants VEON access to over 150 million potential customers and marks the largest direct-to-cell partnership for Starlink to date, positioning VEON at the forefront of satellite-enabled mobile innovation across its...
NasdaqGS:ACAD
NasdaqGS:ACADBiotechs

Should Raised Revenue Guidance After Strong Q3 Earnings Require Action From ACADIA Pharmaceuticals (ACAD) Investors?

ACADIA Pharmaceuticals reported third-quarter 2025 earnings, showing revenue of US$278.63 million and net income of US$71.78 million, both higher than the same period last year, and raised its full-year revenue guidance to a new range of US$1.07 billion to US$1.095 billion. The company’s improved performance reflects ongoing strength in its commercial portfolio and management’s confidence in achieving over US$1 billion in annual sales for the first time. With revenue growth exceeding...
NasdaqGS:ALRM
NasdaqGS:ALRMSoftware

Alarm.com (ALRM): Assessing Valuation After Recent Share Price Weakness

Alarm.com Holdings (ALRM) shares have been under pressure this month, slipping about 8% in that period. Investors seem to be focusing on the company's recent performance and what it could mean for future growth. See our latest analysis for Alarm.com Holdings. Zooming out, Alarm.com’s 1-year total shareholder return sits at -17.5%, reflecting a period where momentum has largely faded despite pockets of positive growth in previous quarters. With the latest share price at $47.13 and some recent...
NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

Is AI-Driven Growth and Lifted’s Launch Altering the Investment Case for Upwork (UPWK)?

Upwork reported record quarterly revenue of US$201.7 million and all-time high adjusted EBITDA, driven by strong demand in AI-powered projects and robust client activity for the third quarter ended September 30, 2025. The launch of Upwork's new subsidiary, Lifted, aims to expand its reach in the US$650 billion contingent work market while AI-fueled hiring also spiked, with a 52% year-over-year rise in AI-related gross services volume. We will examine how Upwork's continued growth in...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Can Airbnb’s (ABNB) Expanding Experiences Business Reshape Its Long-Term Growth Trajectory?

Airbnb reported third-quarter 2025 earnings last week, with sales rising to US$4.10 billion and net income reaching US$1.37 billion, alongside incremental improvement in earnings per share compared to the prior year. The company’s renewed focus on expanding its ‘Experiences’ and ‘Services’ offerings signals an ongoing push to diversify revenue streams beyond traditional stays. We’ll explore how Airbnb’s rising quarterly sales and product diversification efforts may influence its longer-term...
NYSE:NRG
NYSE:NRGElectric Utilities

NRG Energy (NRG): Evaluating Valuation After Strong Year-to-Date Share Price Gains

NRG Energy (NRG) shares have increased nearly 5% over the past month and have delivered an impressive 83% return year to date. Investors are taking note as the company’s fundamental growth continues to play out. See our latest analysis for NRG Energy. Momentum continues to build for NRG Energy, with a 1-month share price return of 4.6% and an outstanding 83% rise since the start of the year. The long-term picture is even stronger. Investors who have held on for several years have enjoyed a...
NYSE:MMS
NYSE:MMSProfessional Services

Assessing Maximus (MMS) Valuation After Recent 8% Share Price Pullback

Maximus (MMS) shares have shown some movement this week, with the stock recently closing at $83.04. Over the past month, Maximus has experienced a modest decline of about 8%, even as its annual revenue and net income continue to grow. See our latest analysis for Maximus. While Maximus has dipped roughly 8% in share price over the past month, momentum remains positive from a broader perspective. The year-to-date share price return has climbed nearly 10%. The three-year total shareholder return...
NasdaqGS:ANDE
NasdaqGS:ANDEConsumer Retailing

How Investors May Respond To Andersons (ANDE) Renewables Strength and Earnings Beat Amid Share Buyback

Andersons, Inc. recently completed a share buyback and announced strong third-quarter earnings, with sales reaching US$2.68 billion and adjusted earnings per share of US$0.84, surpassing analyst expectations. The company's Renewables segment outperformed, supported by full ownership of ethanol plants and the benefit of 45Z clean fuel tax credits, positioning Andersons for further growth in renewable fuels and expanded operational capacity. We'll explore how Renewables segment growth and...
NYSE:NTB
NYSE:NTBBanks

A Fresh Look at Butterfield (NYSE:NTB) Valuation After Recent Share Price Momentum

Bank of N.T. Butterfield & Son (NYSE:NTB) has been drawing more attention lately as its stock performance trends higher month over month. Investors are starting to weigh its returns in relation to recent industry moves and long-term fundamentals. See our latest analysis for Bank of N.T. Butterfield & Son. The steady climb in Bank of N.T. Butterfield & Son’s share price this year, now at $45.77, points to building momentum as investors respond to improving sentiment and a robust 25% total...
NasdaqGS:SWKS
NasdaqGS:SWKSSemiconductor

Skyworks Solutions (SWKS): Examining Valuation After Latest Annual Results

Skyworks Solutions (SWKS) has recently been in focus after reporting its annual results. The company saw slight revenue growth along with an uptick in net income, prompting investors to weigh long-term prospects for this semiconductor stock. See our latest analysis for Skyworks Solutions. Despite a tough stretch for semiconductor stocks, Skyworks Solutions’ share price has slipped 20.14% year-to-date, with a one-year total shareholder return of -19.53%. Momentum has faded recently, suggesting...
NYSE:WM
NYSE:WMCommercial Services

Waste Management (WM): Evaluating Valuation Following Analyst Upgrade and New Long-Term Cash Flow Outlook

Waste Management (WM) is back in the spotlight after an analyst upgrade to “Outperform.” This move follows mixed third-quarter earnings and an encouraging free cash flow forecast for 2026. Investors are watching closely as sentiment shifts. See our latest analysis for Waste Management. Over the last year, Waste Management’s share price has slipped 8.1% on a total shareholder return basis, reflecting mixed quarterly results and some short-term uncertainty. Still, momentum appears to be...
NYSE:ABR
NYSE:ABRMortgage REITs

Arbor Realty Trust (ABR): Assessing Value After Q3 Miss, Rising Delinquencies, and Analyst Downgrade

Arbor Realty Trust (NYSE:ABR) came under pressure after its third-quarter results fell short of expectations, revealing higher non-performing loans and weaker earnings. This occurred against the backdrop of a recent analyst downgrade. See our latest analysis for Arbor Realty Trust. It has been a challenging stretch for Arbor Realty Trust, with momentum clearly fading as its 1-month share price return sits at -22.0%, and the year-to-date loss deepened to -31.6%. The 1-year total shareholder...