NYSE:OMI
NYSE:OMIHealthcare

Owens & Minor (OMI): Valuation Outlook Following Strategic Shift to Patient Direct and Optum Health Partnership

Owens & Minor (OMI) is shifting its strategy in a big way, rebranding to center entirely around its Patient Direct business after selling off its Products & Healthcare Services segment. The company’s new agreement with Optum Health signals a fresh phase for its home-based care ambitions. See our latest analysis for Owens & Minor. Despite management’s renewed focus and the headline Optum Health partnership, the stock has taken a heavy hit this year. Owens & Minor’s share price has dropped 69%...
NYSE:SDRL
NYSE:SDRLEnergy Services

Assessing Seadrill After a 19.4% Drop and Offshore Drilling Sector Momentum

Wondering if Seadrill might be hiding some real value right now? You are not alone, as many investors are trying to figure out if the recent price is a buying opportunity or just the start of a longer trend. The stock is down 1.0% over the past week and has dropped 19.4% year-to-date, sparking debate about whether the pullback reflects declining prospects or growing potential for a rebound. Much of Seadrill’s recent movement has been shaped by renewed interest in offshore drilling as global...
NYSE:DECK
NYSE:DECKLuxury

Deckers Outdoor (DECK): Net Margin Rises to 19.4%, Reinforcing Strong Profit Narrative

Deckers Outdoor (DECK) delivered annual earnings growth of 16% over the past year, coming in below its robust five-year average of 23.5%. Current net profit margins have ticked up to 19.4%, an improvement from 18.8% last year, highlighting consistent profitability. With Deckers trading at $81.5 per share, well below the estimated fair value of $106.42, and a peer-beating price-to-earnings ratio of 11.7x, investors are eyeing the company’s combination of strong past profit growth and improved...
NYSE:SWX
NYSE:SWXGas Utilities

Is Southwest Gas Holdings Share Price Justified After 13% Rally and Infrastructure Investment News?

Curious if Southwest Gas Holdings is a hidden gem or just priced for perfection? You are not alone in wanting to know whether the current share price truly reflects the company's value. After climbing 13.1% year-to-date and 14.1% over the last year, Southwest Gas Holdings’ stock has sparked conversations about renewed growth and possible shifts in risk perception. Recently, headlines have focused on the company’s ongoing efforts in infrastructure improvements and regulatory updates. These...
NasdaqGS:EBC
NasdaqGS:EBCBanks

HoldCo's Activist Campaign Might Change The Case For Investing In Eastern Bankshares (EBC)

On October 31, 2025, HoldCo Asset Management publicly released a presentation to Eastern Bankshares' independent Board of Directors urging the company to consider selling itself, criticizing recent acquisitions, securities restructurings, and capital allocation, and raising concerns about governance and executive compensation. This activist campaign alleges value destruction at a scale larger than Eastern's current market capitalization and challenges the independence of the board and the...
NYSE:LYB
NYSE:LYBChemicals

LyondellBasell (LYB): Unprofitable Status and Widening Losses Challenge Turnaround Narrative

LyondellBasell Industries (LYB) reported widening losses, with net profit margins and earnings quality reflecting its unprofitable status. Over the past five years, annual losses have grown by 24.8% per year and year-over-year profit growth is unavailable due to continued unprofitability. Looking ahead, the company forecasts earnings growth of 52.66% per year and expects to return to profitability within three years, despite revenue projections showing a 7.1% annual decline. See our full...
NYSE:SPR
NYSE:SPRAerospace & Defense

Spirit AeroSystems (SPR): Persistent Losses Challenge Bullish Recovery Narrative Despite Revenue Growth Forecast

Spirit AeroSystems Holdings (SPR) remains in the red, with annualized losses growing at 32.5% over the past five years and no sign of current profitability. Despite the negative margin trends, revenue is forecast to climb 14.2% per year, surpassing the US market’s expected 10.4% pace. EPS is projected to jump 88.11% yearly and the company anticipates returning to profit within three years. Investors weighing these results are balancing hefty growth projections and a deeply discounted share...