NYSE:MC
NYSE:MCCapital Markets

Moelis (MC): Assessing Valuation After Strong Q3 Earnings and M&A Advisory Momentum

Moelis (MC) delivered impressive third quarter earnings, with net income rising sharply compared to last year. This performance reflects stronger merger and acquisition activity, as well as steady momentum in its capital markets advisory business. See our latest analysis for Moelis. Despite a challenging year for financials, Moelis’ share price recently regained some ground, driven by strong quarterly results and shareholder-friendly moves such as its latest dividend and buyback. However, the...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

A Fresh Look at Google's (GOOGL) Valuation Following Recent Share Price Surge

Alphabet (GOOGL) stock has seen movement recently, prompting some investors to revisit its valuation and fundamentals. Over the past month, the shares are up nearly 18%, drawing attention to how the company is managing growth and profitability. See our latest analysis for Alphabet. Alphabet’s recent 1-month share price jump of nearly 18% hints that investors are warming up to its growth prospects and operational momentum. The stock’s longer-term trajectory is even more impressive, with a...
NYSE:EG
NYSE:EGInsurance

What Everest Group (EG)'s Retail Insurance Sale and Reinsurance Shift Mean for Shareholders

Everest Group, Ltd. recently announced the sale of renewal rights for its Global Retail Commercial Insurance business to AIG, alongside a new US$1.2 billion adverse development reinsurance agreement supported by Longtail Re, and the declaration of a US$2.00 per share dividend for shareholders of record as of November 26, 2025. These actions significantly shift Everest’s business focus towards reinsurance and specialty lines, heightening its exposure to core risk markets while also addressing...
NYSE:YETI
NYSE:YETILeisure

A Look at YETI (YETI) Valuation Following Strong Q3 Growth and Upbeat International Momentum

YETI Holdings (YETI) just posted third-quarter results that beat revenue expectations, due to double-digit growth in its Coolers & Equipment business and rising sales abroad, especially in Europe and Asia. See our latest analysis for YETI Holdings. Despite earnings coming in ahead of expectations and upbeat signals from brand expansion, YETI's share price has had a volatile ride. Recent momentum shows a 13% gain over the past month, but the one-year total shareholder return is still down 12%...
NasdaqGS:CRTO
NasdaqGS:CRTOMedia

Will Criteo’s (CRTO) AI-Powered Integration With Xnurta Strengthen Its Retail Media Competitive Edge?

Recently, Xnurta announced the integration of Criteo's Retail Media API, enabling advertisers to create, manage, and optimize campaigns across Criteo’s 225 retail networks using Xnurta’s unified AI-powered platform. This integration provides advertisers with comprehensive reporting and advanced automation directly within Xnurta, expanding Criteo’s exposure to AI-driven advertising and making campaign management more seamless across major retail networks. We'll examine how the expanded AI...
NYSE:VOYA
NYSE:VOYADiversified Financial

How Investors Are Reacting To Voya Financial (VOYA) Boosting Q3 Results, Dividend, and Share Buyback

Voya Financial recently reported strong third-quarter 2025 results, with revenue reaching US$2.13 billion and net income of US$192 million, both above the previous year, alongside an announced 4.4% increase in the company's quarterly common stock dividend and a completed share repurchase tranche totaling US$100 million. These developments underscore management's ongoing emphasis on shareholder returns and highlight successful integration of acquisitions, particularly OneAmerica's retirement...
NYSE:GEV
NYSE:GEVElectrical

Evaluating GE Vernova (GEV) Stock Valuation as Investors Weigh Wind Segment Risks and AI Energy Potential

GE Vernova (GEV) shares slipped more than 7% over the past month. This decline has set off fresh discussion among investors about where the stock stands as its wind business and role in AI-driven energy infrastructure draw attention. See our latest analysis for GE Vernova. While GE Vernova’s 30-day share price return sits at -4.87%, it’s worth noting that the year-to-date share price return is still an impressive 69.68%, with a 1-year total shareholder return of 68.97%. After such a steep...
NasdaqGS:CATY
NasdaqGS:CATYBanks

Cathay General Bancorp (CATY): Evaluating Valuation Following Q3 Results and Growth in Key Markets

Cathay General Bancorp (CATY) has just published its third quarter 2025 Form 10-Q, showing higher net interest income and net income compared to last year. The update is drawing fresh attention from investors. See our latest analysis for Cathay General Bancorp. Cathay General Bancorp’s recent earnings news has energized the stock, with a 3.54% seven-day share price return hinting at building momentum. However, looking longer-term, its one-year total shareholder return of -5.26% reminds us...
NasdaqGS:WTW
NasdaqGS:WTWInsurance

Willis Towers Watson (WTW): Assessing Valuation After Profit Turnaround and Major Share Buyback

Willis Towers Watson (WTW) released third quarter results that showed a swing from heavy losses to positive net income. The company also wrapped up a major share buyback this past quarter. Investors are watching closely. See our latest analysis for Willis Towers Watson. The strong third quarter turnaround and robust buyback seem to have encouraged investors, with the stock finishing at $326.05 and posting a 4.14% 7-day share price return. Momentum has been steadier rather than spectacular,...
NYSE:BOH
NYSE:BOHBanks

Is Bank of Hawaii's Improved Profitability and Completed Buyback Changing the Investment Case for BOH?

Bank of Hawaii Corporation reported higher net interest income and net income for the third quarter ended September 30, 2025, alongside a quarterly cash dividend affirmation and disclosure of stable loan charge-offs during the period. An interesting detail is that the bank completed a share repurchase program dating back to 2011, having repurchased over 10.79 million shares for US$695.67 million, representing nearly one-quarter of its shares under that plan. We’ll examine how improved...
NYSE:ACA
NYSE:ACAConstruction

Arcosa (ACA): Is the Market Overlooking the True Value?

Arcosa (ACA) shares have been drawing attention lately as investors look for new signals around the company’s performance and outlook. In recent weeks, the stock has delivered mixed returns, which has sparked interest in what is driving these moves. See our latest analysis for Arcosa. Arcosa’s share price has seen a notable rally lately, rising over 11% for the month, even after a dip last week. While the stock’s 1-year total shareholder return is down 6.5%, its 3-year and 5-year total...
NasdaqGS:CASH
NasdaqGS:CASHBanks

How Will Pathward’s Upstart Partnership Shape Its Digital Growth and Partnership Strategy for CASH Investors?

Pathward Financial recently announced a partnership with Upstart to offer personal loans through Upstart’s lending marketplace, expanding its consumer lending presence. This collaboration highlights Pathward’s focus on financial inclusion by leveraging technology and partnerships to broaden access to innovative financial products for individuals and businesses. Now, we’ll explore how this expansion into personal loans through Upstart may influence Pathward’s broader digital growth and...
NasdaqGS:CENX
NasdaqGS:CENXMetals and Mining

Century Aluminum (CENX) Sales Rise but Margins Tighten—Is Expansion Strategy Outpacing Profit Growth?

Century Aluminum reported its third-quarter 2025 earnings, showing US$632.2 million in sales, up from US$539.1 million the previous year, driven by increased Midwest premiums but with net income falling to US$14.9 million. Recent operational updates, including the Mount Holly Power Agreement extension and restart project progress, highlight the company’s focus on expanding U.S. production capacity despite ongoing profit margin pressures. We’ll examine how Century Aluminum’s strong revenue...
NYSE:AFL
NYSE:AFLInsurance

Aflac (AFL) Is Up 6.7% After Strong Earnings and Dividend Declaration—What's Changed?

Aflac’s board recently declared a fourth quarter dividend of US$0.58 per share, payable December 1, 2025, to shareholders of record as of November 19, alongside announcing third quarter results that saw revenue rise to US$4.74 billion and net income reach US$1.64 billion, compared to a net loss a year earlier. In addition to strong quarterly results and ongoing share buybacks, the company’s dividend affirmation underscores Aflac’s continued emphasis on shareholder returns and financial...
NasdaqGS:POOL
NasdaqGS:POOLRetail Distributors

Assessing Pool Corp (POOL) Valuation After Recent Share Price Uptick

Pool (POOL) shares finished slightly higher today, adding around 1% after several weeks of declines. Investors are watching to see whether the stock might rebound after losing about 24% since the start of the year. See our latest analysis for Pool. After a tough stretch this year, Pool’s share price is showing early signs of life. Today’s uptick follows a month-long slide and a year-to-date share price return of -24%. Although its one-year total shareholder return is down over 31%, momentum...
NasdaqGS:IQ
NasdaqGS:IQEntertainment

iQIYI (NasdaqGS:IQ): A Fresh Look at Valuation After Recent Share Price Pullback

iQIYI (NasdaqGS:IQ) shares have pulled back over the past week, catching the eye of investors tracking media stocks. The recent move prompts a closer look at the company’s current valuation and fundamentals in light of recent trading patterns. See our latest analysis for iQIYI. After rallying earlier in the year, iQIYI’s share price momentum has cooled in recent weeks. Despite a solid 90-day share price return of 18.23%, the one-year total shareholder return stands at -8.55%, reflecting that...
NYSE:MTG
NYSE:MTGDiversified Financial

A Fresh Look at MGIC Investment’s (MTG) Valuation After Quarterly Earnings and Share Buybacks

MGIC Investment (MTG) just reported third quarter results, highlighting a bump in earnings per share even as revenue and net income slipped slightly. Investors are also watching the company’s recently completed share buybacks, which signal ongoing capital return. See our latest analysis for MGIC Investment. MGIC Investment’s steady earnings growth and active share buybacks appear to be fueling its momentum. The stock has delivered an impressive 18.4% year-to-date share price return and a...
NYSE:OSK
NYSE:OSKMachinery

Oshkosh (OSK): Valuation in Focus After 2025 Guidance Cut and Flat Quarterly Results

Oshkosh (OSK) updated its 2025 guidance, signaling lower revenue projections as the company anticipates reduced sales in its Transport and Access segments. This development comes alongside the release of their recent quarterly earnings. See our latest analysis for Oshkosh. While Oshkosh’s revised outlook spurred a brief dip in its share price, the stock is still up nearly 30% year-to-date. Total shareholder return has climbed 9.8% over the last year and an impressive 66% over five years. This...
NasdaqGS:AKAM
NasdaqGS:AKAMIT

Akamai (AKAM) Surges 11.5% After Launching Edge AI Platform With NVIDIA Inference Cloud Partnership

Akamai Technologies recently reported strong third-quarter 2025 results, highlighting robust growth in cloud infrastructure, security products, and the launch of Akamai Inference Cloud in partnership with NVIDIA, which enables real-time edge AI processing. The introduction of Akamai Inference Cloud signals a move toward bringing AI inference closer to users and devices and reflects accelerating customer demand for distributed, low-latency AI solutions across multiple industries. We’ll look...
NasdaqGS:RGLD
NasdaqGS:RGLDMetals and Mining

How Investors May Respond To Royal Gold (RGLD) Earnings Beat and New Shelf Registration Plans

Royal Gold, Inc. recently reported third quarter results showing sales of US$249.65 million and net income of US$126.82 million, both higher than the prior year period, along with similar increases for the first nine months of 2025. Alongside the earnings, Royal Gold filed shelf registrations for stock offerings under employee and dividend reinvestment plans, indicating a focus on liquidity and shareholder engagement. We'll consider how Royal Gold's strong revenue and earnings growth for the...
NYSE:NOMD
NYSE:NOMDFood

Has Nomad Foods’ 7% Rebound Sparked a Fresh Look at Its True Value?

Ever wondered if Nomad Foods stock could be a hidden value gem in today’s market? You’re in good company, and a closer look is coming up. After sliding by 27.3% year-to-date, the stock has shown signs of life lately with a 7.3% rebound in the past week. This has drawn fresh attention from investors eyeing potential opportunities or shifting risks. Recent headlines have focused on broader industry dynamics and changing consumer trends that directly impact Nomad Foods’ outlook. Notably,...
NYSE:CON
NYSE:CONHealthcare

Evaluating Concentra Group Holdings Parent’s Valuation Following Strong Results, Dividend Hike, and Raised Outlook

Concentra Group Holdings Parent (CON) just reported strong quarterly numbers, highlighted by a 17% jump in revenue and higher net income. The company also raised its full-year forecast and declared a cash dividend. See our latest analysis for Concentra Group Holdings Parent. Despite reporting robust third-quarter numbers and raising its full-year outlook, Concentra Group Holdings Parent’s share price has drifted lower recently, with a 90-day share price return of -13.7%. This comes even as...
NYSE:JCI
NYSE:JCIBuilding

Johnson Controls (JCI): Assessing Valuation After Strong Earnings, Record Backlog, and Upbeat 2026 Growth Outlook

Johnson Controls International (JCI) just posted its latest quarterly and annual results, showing revenue and net income rising compared to last year. In addition to these results, management issued a positive outlook for organic sales growth in 2026. See our latest analysis for Johnson Controls International. Momentum is clearly building for Johnson Controls International after these upbeat results. The share price has surged 15.8% over the past month, adding to a standout 54.8% year-to-date...
NYSE:CNK
NYSE:CNKEntertainment

A Fresh Look at Cinemark Holdings (CNK) Valuation After Q3 Results, Buyback, and Dividend Boost

Cinemark Holdings (CNK) just posted its third-quarter results, revealing a drop in both revenue and net income from last year. However, management emphasized capturing a record U.S. market share and clearing the company’s pandemic-related debt. See our latest analysis for Cinemark Holdings. Despite posting lower quarterly earnings, Cinemark Holdings has caught investors’ attention through a flurry of updates, including settling its pandemic debt, unveiling a $300 million buyback, and raising...