NYSE:WAB
NYSE:WABMachinery

A Fresh Look at Wabtec (NYSE:WAB) Valuation Following Strong Q3 Results and Insider Stock Sales

Westinghouse Air Brake Technologies just posted third-quarter results that came in ahead of expectations, supported by gains across both Freight and Transit operations, recent acquisitions, and new international contracts. At the same time, insider stock sales by top leadership have caught investors’ eyes. See our latest analysis for Westinghouse Air Brake Technologies. Despite delivering better-than-expected Q3 results and locking in major new contracts, Westinghouse Air Brake Technologies’...
NYSE:VYX
NYSE:VYXSoftware

NCR Voyix (VYX): Evaluating the Valuation After Q1 Earnings Beat and Expanding Software Partnerships

NCR Voyix (VYX) just delivered quarterly results that topped Wall Street expectations, beating both earnings and revenue estimates. The company also emphasized its continued progress in expanding software and payments partnerships, which is fueling positive momentum for investors. See our latest analysis for NCR Voyix. After a challenging start to the year, NCR Voyix’s share price has been on a bit of a roller coaster. Recent quarterly wins and new partnership announcements have sparked some...
NasdaqGS:AGYS
NasdaqGS:AGYSSoftware

How Agilysys’ (AGYS) Upgraded Subscription Revenue Outlook Could Shape Its Long-Term Investment Story

Agilysys reported its second-quarter fiscal 2026 results in late October, posting revenue of US$79.3 million and net income of US$11.71 million, both increasing compared to the same period last year, and raised its full-year revenue guidance to US$315 million to US$318 million, with subscription revenue growth expectations at 29% year-over-year. An interesting aspect of this announcement is the company's strengthened outlook for its recurring subscription revenue, underscoring Agilysys'...
NYSE:ABT
NYSE:ABTMedical Equipment

Will Recent Share Buybacks Reshape Abbott’s (ABT) Capital Allocation Story?

Abbott Laboratories recently completed two share buyback programs, repurchasing a total of 45.9 million shares for US$5 billion under a 2021 announcement and 76,003 shares for US$9.48 million under a 2024 announcement, as disclosed in past reports. These buybacks highlight Abbott’s ongoing efforts to return capital to shareholders, reflecting continued management confidence in the company’s long-term strategy despite recent mixed earnings results. We’ll examine how Abbott’s recent buybacks,...
NYSE:HR
NYSE:HRHealth Care REITs

Does Healthcare Realty Trust’s (HR) $500M Buyback Pivot Signal a New Phase for Its Capital Strategy?

Healthcare Realty Trust announced that its board authorized a new share repurchase program of up to US$500 million valid through October 27, 2026, while also affirming a quarterly dividend of US$0.24 per share to be paid to shareholders on November 21, 2025. The company has nearly completed a US$1.2 billion asset sale as part of a comprehensive restructuring, reflecting significant operational changes and a sharpened capital allocation strategy focused on flexibility and organic...
NYSE:UBER
NYSE:UBERTransportation

Did Uber’s Strong Q3 Earnings and New Grocery Partnerships Just Shift UBER’s Investment Narrative?

Uber Technologies recently reported strong third-quarter 2025 results, with revenue of US$13.47 billion and net income of US$6.63 billion, while announcing new partnerships, including expanded grocery delivery with Loblaw across Canada and integrations with restaurant and pharmacy platforms. These developments highlight Uber's shift from a high-growth startup to a mature, diversified technology platform focused on strengthening its position in mobility, delivery, and autonomous...
NYSE:SR
NYSE:SRGas Utilities

Assessing Spire (SR) Valuation After Recent Share Price Gains and Analyst Divergence

Spire (SR) has quietly delivered positive returns over the past month, climbing 7%. With steady revenue growth and consistent performance, many investors are keeping an eye on how this utility stock navigates the current market landscape. See our latest analysis for Spire. Looking at the bigger picture, Spire’s momentum has been picking up steam as investors become more optimistic about its outlook. With a 31.11% share price return year to date and a robust 45.27% total shareholder return...
NYSE:ITT
NYSE:ITTMachinery

ITT (ITT): Assessing Valuation After Strong Q3 Results and Upgraded Guidance

ITT (ITT) grabbed attention after releasing strong third-quarter results, beating expectations for both revenue and earnings. The company followed up by raising its full-year financial guidance, which signals continued momentum in its operations. See our latest analysis for ITT. ITT’s upbeat results and upgraded guidance are sparking renewed investor confidence, and the share price has responded with a 32.7% gain year to date. With recent acquisitions and quarterly momentum adding fuel, ITT’s...
NYSE:LRN
NYSE:LRNConsumer Services

Stride (LRN) Is Up 5.8% After $500 Million Buyback Announcement Amid Enrollment and Legal Challenges—Has the Investment Case Shifted?

In early November 2025, Stride, Inc. announced a share repurchase program of up to US$500 million through October 2026 and provided updated financial guidance following operational disruptions that caused enrollment losses and drew legal scrutiny. The company's loss of 10,000 to 15,000 enrollments during a platform upgrade and subsequent legal investigations marks a significant operational and reputational challenge for Stride. We’ll explore how operational setbacks and a newly announced...
NYSE:PH
NYSE:PHMachinery

Parker-Hannifin (PH) Is Up 9.2% After Raising Full-Year Guidance on Strong Q1 Results – What's Changed

Parker-Hannifin Corporation recently reported first-quarter results for fiscal 2026, exceeding revenue and earnings estimates, with sales reaching US$5.08 billion and net income climbing to US$808 million year-over-year. Management raised full-year sales and earnings guidance, highlighting robust performance in the aerospace segment and reflecting increased confidence in continued margin and cash flow growth. We’ll examine how Parker-Hannifin’s upgraded full-year earnings guidance shapes the...
NYSE:QXO
NYSE:QXOTrade Distributors

Did QXO's (QXO) Surging Sales and Steep Losses Just Shift Its Investment Narrative?

QXO, Inc. recently reported earnings for the third quarter and nine months ended September 30, 2025, showing sales of US$2.73 billion for the quarter versus US$13.1 million a year before, along with a net loss of US$139.4 million compared to net income previously. While revenue growth was very large year over year, the shift from profitability to a substantial loss highlights rising challenges in turning sales into profits for QXO. We'll explore how such significant sales growth combined...
NasdaqGS:EQIX
NasdaqGS:EQIXSpecialized REITs

Equinix (EQIX) Valuation in Focus After High-Profile Leadership Appointments and Board Refresh

Equinix (EQIX) has made headlines with recent leadership changes. The company named Douglas Merrill as Chief Information Security Officer and brought Rebecca Kujawa onto its Board. Investors are watching how these moves could impact the company’s direction. See our latest analysis for Equinix. Recent boardroom moves have set the stage for change at Equinix, but the share price story has been a bit more turbulent. While the company has maintained growth initiatives and rewarded shareholders...
NasdaqGS:CMCSA
NasdaqGS:CMCSAMedia

How Competitive Broadband Pressures at Comcast (CMCSA) Could Reshape Its Investment Narrative

Recently, Comcast faced several analyst downgrades and growing concerns regarding its broadband business, as industry competition from fiber and fixed wireless providers increases pressure on subscriber retention and revenue. This heightened scrutiny of Comcast's core connectivity segment comes at a time when the company continues to expand with M&A interest in Warner Bros Discovery and ITV, and introduces new streaming offerings such as NOW TV Latino. To see how these competitive pressures...
NYSE:GKOS
NYSE:GKOSMedical Equipment

Glaukos (GKOS): Valuation Insights Following Recent Share Price Uptick

Glaukos (GKOS) has caught the attention of investors following its recent performance. Shares climbed 2.5% in the last session, even as the healthcare stock remains down about 44% year-to-date. This provides a fresh angle for valuation discussions. See our latest analysis for Glaukos. Glaukos’s 2.5% share price gain in the latest session stands out, but it arrives after momentum has faded this year. The stock has lost nearly 44% of its value year-to-date on price return, though long-term...
NasdaqGS:PPC
NasdaqGS:PPCFood

How Pilgrim's Pride's Nine-Month Earnings Growth Could Shape the PPC Investment Outlook

Pilgrim's Pride Corporation announced its third quarter and nine-month earnings results, reporting quarterly sales of US$4,759.34 million and nine-month sales of US$13.98 billion, with net income for the nine-month period reaching US$994.37 million. While third quarter net income slightly decreased year over year, the company delivered higher sales and profits for the nine months, reflecting ongoing strength in its operations and demand for its products. Following these results, we'll assess...
NasdaqGS:FTRE
NasdaqGS:FTRELife Sciences

Fortrea Holdings (FTRE) Is Up 7.6% After Raising 2025 Guidance and Surpassing Q3 Revenue Estimates

In November 2025, Fortrea Holdings raised its full-year 2025 revenue guidance to a range of US$2.7 billion to US$2.75 billion after reporting third-quarter revenues of US$701.3 million, which exceeded analyst expectations, despite a GAAP net loss of US$15.9 million for the quarter. A unique aspect of the report was the company's significant improvement in win rates among biotech clients, coupled with a backlog of US$7.64 billion and a book-to-bill ratio of 1.13x, reflecting robust demand and...
NYSE:UI
NYSE:UICommunications

Ubiquiti (UI): Evaluating Valuation After Strong Earnings, Dividend Hike, and New Buyback Announcement

Ubiquiti (UI) has drawn investor interest after reporting a strong fiscal first quarter, highlighted by a 33% year-over-year revenue jump and notable net income growth. The company also authorized an additional stock buyback and increased its dividend. See our latest analysis for Ubiquiti. Even with Ubiquiti’s big earnings beat and a fresh dividend boost, the market’s reaction has been intense. The share price dropped sharply in the past week, likely reflecting renewed caution about the...
NasdaqGS:FIVE
NasdaqGS:FIVESpecialty Retail

Is Five Below Still a Good Deal After 53% Rally and Store Expansion News?

Wondering if Five Below is worth a spot in your portfolio or if its current share price leaves little room for upside? You are not alone. Many investors are taking a closer look at how much value is left on the table. The stock has had an impressive year, climbing 53.7% year-to-date and 76.5% over the past 12 months. However, it dipped slightly by 3.2% last week. Five Below recently announced an expansion of its store footprint and updates to its product assortment. The company aims to...
NYSE:WES
NYSE:WESOil and Gas

A Look at Western Midstream Partners’s Valuation Following Record EBITDA and Aris Deal Integration Success

Western Midstream Partners (NYSE:WES) just posted its second straight quarter of record adjusted EBITDA, supported by operational improvements, higher natural gas volumes, and tight cost controls. The recent Aris Water Solutions acquisition is already fueling future growth expectations. See our latest analysis for Western Midstream Partners. Momentum appears to be building for Western Midstream Partners, as evidenced by its exceptional third-quarter results and a busy stretch of strategic...
NasdaqGS:LBRD.K
NasdaqGS:LBRD.KMedia

Liberty Broadband (LBRD.K): Valuation Insights After Operating Loss, Impairment Charge, and Rights Offering

Liberty Broadband (LBRD.K) has drawn fresh investor attention after reporting a significant operating loss in the third quarter and a 2% drop in revenue, driven in part by a major non-cash impairment charge. See our latest analysis for Liberty Broadband. Liberty Broadband’s latest results come after a string of challenging quarters and a sharp pivot away from the video business. The stock has seen sustained pressure, with the latest 1-year total shareholder return down nearly 45% and shares...
NasdaqGS:QLYS
NasdaqGS:QLYSSoftware

A Valuation Check on Qualys (QLYS) Following Strong Q3 Earnings and Raised Full-Year Guidance

Qualys (QLYS) shares jumped sharply after the company delivered third-quarter results that beat expectations, highlighted revenue and profit gains, and raised its full-year financial guidance. Investors are watching these signals closely. See our latest analysis for Qualys. Qualys’ stronger-than-expected Q3 performance and upbeat outlook have fueled a rapid resurgence in investor confidence, resulting in a remarkable 21% share price gain over the past week alone. However, longer-term total...
NYSE:GRMN
NYSE:GRMNConsumer Durables

Is Garmin's (GRMN) Product Innovation the Key to Sustaining Its Competitive Edge?

Garmin Ltd. recently reported strong third quarter results, revealing sales of US$1.77 billion and net income of US$401.62 million, alongside updated full-year 2025 guidance and a new marine chartplotter product launch. This combination of solid financial performance and ongoing product innovation highlights Garmin's efforts to strengthen its position in fitness, aviation, and marine technology markets. We'll examine how Garmin's upwardly revised annual guidance and new GPSMAP 9000xsv launch...
NasdaqGS:VSEC
NasdaqGS:VSECAerospace & Defense

VSE's $400 Million Equity Raise and Guidance Shift: What Does It Signal for VSEC's Growth Strategy?

VSE Corporation recently completed a US$400 million follow-on equity offering, raised its full-year 2025 revenue growth guidance, and reported third-quarter results showing higher revenue but lower net income compared to the prior year. This series of announcements provides insight into VSE's evolving capital strategy, signaling an intent to support future acquisitions and organic investments while navigating near-term profit pressures. We'll look at how VSE’s completed equity offering and...
NYSE:FOUR
NYSE:FOURDiversified Financial

A Fresh Look at Shift4 Payments (FOUR) Valuation Following Strong Q3 Results and Major Buyback Announcement

Shift4 Payments (FOUR) delivered third-quarter results that caught the market’s attention, topping expectations on both gross revenue and payment volumes. The company also revealed a major stock buyback program, which has added another layer of interest for investors. See our latest analysis for Shift4 Payments. Despite reporting strong revenue growth and announcing its biggest-ever buyback, Shift4 Payments has seen its share price remain under pressure, with a year-to-date return of -38.94%...