NYSE:CRM
NYSE:CRMSoftware

Salesforce (CRM) Q3: Margin Expansion Reinforces Bullish Profitability Narrative

Salesforce (CRM) has kicked off Q3 2026 with total revenue of about $10.3 billion and basic EPS of $2.20, as investors dissect how the latest print fits into the company’s evolving growth story. The company has seen quarterly revenue move from $9.4 billion in Q3 2025 to $10.3 billion in Q3 2026, while basic EPS has stepped up from $1.60 to $2.20 over the same stretch, which points to a business that is converting more of its top line into earnings. With trailing twelve month profits also...
NasdaqGS:DMLP
NasdaqGS:DMLPOil and Gas

Is Dorchester Minerals a Value Opportunity After a 35% Share Price Slide in 2025?

If you have been wondering whether Dorchester Minerals is quietly turning into a value opportunity or a value trap, you are not alone. That is exactly what we are going to unpack here. The stock has bounced about 6.0% over the last week but is still down roughly 3.8% over the last month and a steep 35.0% year to date, with a 5 year gain of about 225.7% showing just how cyclical sentiment around it can be. Recent coverage has focused on how royalty and mineral interests like Dorchester...
NYSE:SNOW
NYSE:SNOWIT

Snowflake (SNOW) Q3: Persistent $294m Net Loss Tests High-Growth Premium Narrative

Snowflake (SNOW) just posted Q3 2026 results that put revenue at about $1.2 billion with basic EPS of roughly -$0.87, keeping the focus firmly on scale over bottom line. The company has seen quarterly revenue move from about $942 million in Q3 2025 to $1.2 billion in Q3 2026, while basic EPS has stayed in negative territory over the same stretch, underscoring that growth is still coming with heavy margin pressure. See our full analysis for Snowflake. With the latest numbers on the table, the...
NasdaqGS:MXL
NasdaqGS:MXLSemiconductor

Is MaxLinear’s (MXL) Long-Dated Buyback a Quiet Bet on Its Own Resilience?

MaxLinear, Inc. recently announced that its Board of Directors approved a share repurchase program authorizing the company to buy back up to US$75,000,000 of its common stock, funded from existing working capital and running through November 20, 2028. This long-dated buyback authorization highlights management’s willingness to deploy balance sheet resources toward reducing share count and potentially enhancing per‑share metrics over time. We’ll now examine how this multi‑year US$75,000,000...
NasdaqGS:LX
NasdaqGS:LXConsumer Finance

Does LexinFintech Still Offer Value After a 44% Slide in 2025?

Wondering if LexinFintech Holdings at around $3.24 is a bargain or a value trap? This breakdown will help you decide whether the current price makes sense or not. The stock has been volatile, dropping about 1.5% over the last week, 26.0% over the past month, and 43.8% year to date, although it is still up roughly 88.9% over three years despite being down 39.4% over the last year. Recent trading has been shaped by shifting sentiment around Chinese fintech regulation and investor appetite for...
NasdaqGS:COLB
NasdaqGS:COLBBanks

Columbia Banking System (COLB): Revisiting Valuation After Recent Share Price Rebound

Columbia Banking System (COLB) has been edging higher recently, and that steady climb is catching investor attention. With the stock hovering around the high twenties, it is a good moment to revisit the bank’s fundamentals. See our latest analysis for Columbia Banking System. The recent drift higher toward a 1 month share price return of 6.64 percent and a year to date share price gain of 5.29 percent suggests momentum is gradually rebuilding, even though the 1 year total shareholder return...
NYSE:L
NYSE:LInsurance

Is It Too Late To Consider Loews After Strong Multi Year Share Price Gains?

Wondering if Loews at around $104 a share is still a smart buy or if you have missed the easy money? This breakdown will walk through what the current price really bakes in and where upside or downside could come from. Despite a choppy recent week with the stock down about 3.5%, Loews is still up roughly 3.8% over the last month, 24.2% year to date, and 21.9% over the past year, building on multi year gains of 87.2% over 3 years and 143.8% over 5 years. Those moves have come as investors...
NasdaqGS:IBKR
NasdaqGS:IBKRCapital Markets

Does Interactive Brokers Still Offer Value After Its 392% Five Year Surge?

If you are wondering whether Interactive Brokers Group is still a smart buy after its huge run, or if most of the upside is already priced in, you are not alone. The stock has dipped 7.9% over the last month after a strong year-to-date gain of 44.5%, and an impressive 41.8% return over the last year that caps a massive 392.4% rise over five years. Investors have been reacting to a mix of macro headlines, including shifting expectations for interest rates that directly affect brokerage...
NasdaqGS:SLAB
NasdaqGS:SLABSemiconductor

Silicon Labs (SLAB) Is Up 8.7% After Broad Upward Earnings Revisions Reshape Its IoT Narrative

Recently, analysts have revised their earnings estimates for Silicon Laboratories upward for both the next quarter and the full year, reflecting greater confidence in the company’s profit outlook. This broad-based upgrade in expectations, paired with a strong Zacks Rank #2, points to potentially meaningful changes in how the company’s growth and earnings power are being assessed by the market. We’ll now examine how this recent wave of upward earnings revisions could reshape Silicon...
NasdaqGS:SBAC
NasdaqGS:SBACSpecialized REITs

Stronger Q3 AFFO and Tower Expansion Could Be A Game Changer For SBA Communications (SBAC)

In the third quarter of 2025, SBA Communications reported adjusted funds from operations of US$3.30 per share, 10% year-over-year revenue growth, and expanded its tower portfolio through hundreds of site acquisitions and new builds across the Americas and Africa. Alongside this operational expansion, SBA Communications intensified capital returns by repurchasing 748,000 Class A shares for US$154.10 million and paying US$119.10 million in dividends, underscoring management’s focus on both...
NYSE:IBM
NYSE:IBMIT

Will IBM Cloud Powering Zyphra’s AMD-Based Frontier AI Training Change International Business Machines' (IBM) Narrative?

In November 2025, Zyphra released a technical report detailing ZAYA1, the first large-scale Mixture-of-Experts foundation model trained entirely on an integrated AMD platform, delivered through IBM Cloud infrastructure for frontier-scale AI development. This collaboration highlights IBM Cloud’s role as a high-performance backbone for advanced AI workloads, underscoring IBM’s positioning within the evolving AI and hybrid cloud ecosystem. We’ll now explore how IBM Cloud’s role in enabling...
NYSE:TRN
NYSE:TRNMachinery

Trinity Industries (TRN) Valuation Check After Its Latest Dividend Increase and Ongoing Shareholder Payout Streak

Trinity Industries (TRN) just nudged its quarterly dividend up to 31 cents per share, marking a seventh straight year of raises and extending a 247 quarter payment streak that income focused investors watch closely. See our latest analysis for Trinity Industries. The latest dividend bump comes as Trinity’s share price sits around $27.63, with a recent 1 month share price return of 5.22 percent but a much weaker year to date share price return of negative 21.24 percent. Its 5 year total...
NasdaqGS:QDEL
NasdaqGS:QDELMedical Equipment

QuidelOrtho (QDEL): Revisiting the Valuation After Insider Buying and a Recent Shift in Investor Sentiment

QuidelOrtho (QDEL) is back on investors radar after a fresh round of insider buying, with both a director and the CEO adding to their positions and giving traders a reason to revisit the stock. See our latest analysis for QuidelOrtho. Even with the fresh insider confidence and upcoming healthcare conference appearances, QuidelOrtho's recent 1 month share price return of around 1.6 percent sits against a sharply negative year to date move. This suggests long term momentum is still rebuilding...
NYSE:ZGN
NYSE:ZGNLuxury

Assessing Zegna (NYSE:ZGN) Valuation Following 2026 Leadership Transition and Succession Plan Announcement

Ermenegildo Zegna (NYSE:ZGN) just laid out a sweeping leadership shuffle for January 2026, shifting long time chief Gildo Zegna to Executive Chairman and elevating current CFO Gianluca Tagliabue to Group CEO. See our latest analysis for Ermenegildo Zegna. The leadership reshuffle lands as the share price sits at $10.61, with a 30 day share price return of 5.47 percent and a strong year to date share price return of 32.62 percent suggesting momentum has been building alongside a solid 1 year...
NYSE:QGEN
NYSE:QGENLife Sciences

Qiagen (NYSE:QGEN): Reassessing Valuation After Strong Q3 2025 Beat and Upgraded Growth Outlook

Qiagen (NYSE:QGEN) just delivered a third quarter 2025 update that checked two big boxes for investors: earnings and revenue both climbed year over year, and management backed that up with higher full year growth guidance. See our latest analysis for Qiagen. That upbeat earnings story has helped the stock regain some traction, with a roughly 6.6% 1 month share price return and an 8.98% 1 year total shareholder return suggesting momentum is slowly rebuilding after a tougher multi year...
NasdaqCM:ASPI
NasdaqCM:ASPIChemicals

ASP Isotopes (ASPI): Reassessing Valuation as Paul Mann Prepares to Return as CEO After Earnings Miss

ASP Isotopes (ASPI) is back in focus after founder and Executive Chairman Paul Mann announced he will resume CEO duties in January 2026, following a health related leave, just as investors digest weaker recent earnings. See our latest analysis for ASP Isotopes. The leadership clarity seems to be reigniting interest, with a 16.4% 1 day share price return and 12.7% 7 day share price return, even though the 30 day share price return remains negative and longer term total shareholder returns are...
NasdaqGS:CDNS
NasdaqGS:CDNSSoftware

Cadence Design Systems (CDNS): Rethinking Valuation After Renewed Analyst Optimism and Strong Growth Narratives

Cadence Design Systems (CDNS) is back on investors radar after a wave of upbeat research highlighted its solid balance sheet, steady double digit growth, and leadership in electronic design automation and semiconductor software. See our latest analysis for Cadence Design Systems. The renewed attention has helped the share price hold near 337.39 dollars, with a 7 day share price return above 10 percent and a 3 year total shareholder return above 100 percent. This suggests that momentum is re...
NasdaqGS:KALU
NasdaqGS:KALUMetals and Mining

Is Zacks’ Upgrade of Kaiser Aluminum (KALU) Reframing How Investors Value Its Earnings Power?

Recently, Zacks highlighted Kaiser Aluminum with a Strong Buy ranking, citing its attractive valuation metrics compared with industry peers and a strong earnings outlook. This fresh analyst attention puts the company’s value characteristics in sharper focus, potentially influencing how investors assess its longer-term prospects. With this backdrop and fresh emphasis on valuation metrics, we’ll explore how the Zacks upgrade shapes Kaiser Aluminum’s broader investment narrative. AI is about to...
NYSE:PATH
NYSE:PATHSoftware

UiPath (PATH) Q3 Profit Surge Tests Bearish Earnings-Decline Narrative

UiPath (PATH) just posted Q3 2026 results with revenue of about $411 million and basic EPS of $0.37, putting headline profitability firmly in the black for the quarter. The company has seen revenue move from roughly $355 million in Q3 2025 to $411 million in Q3 2026, while basic EPS swung from a loss of $0.02 to a solid positive print of $0.37, signaling a notable turnaround in quarterly profitability. With that kind of earnings lift on a growing top line, margins are starting to look more...
NYSE:HOV
NYSE:HOVConsumer Durables

Hovnanian (HOV) Q3: Net Margin Compression Reinforces Bearish Profitability Narratives

Hovnanian Enterprises (HOV) just posted its FY 2025 third quarter numbers, with revenue of about $800.6 million and EPS of $2.14, while trailing twelve month revenue came in at roughly $3.1 billion with EPS of $22.16. The company has seen revenue move from $2.8 billion and EPS of $31.63 over the trailing twelve months at Q2 2024 to $3.1 billion and EPS of $22.16 by Q3 2025. This sets up a mixed backdrop of growth at the top line but softer profitability, putting the spotlight firmly on...
NasdaqGM:POM
NasdaqGM:POMHealthcare

Pomdoctor (POM) Losses Persist as Price-to-Sales Premium Tests Bullish Scaling Narrative

Pomdoctor (POM) opened H1 2025 with revenue of CNY 192.4 million and basic EPS of CNY -1.49, while the latest trailing twelve month figures show revenue of CNY 342.6 million and EPS of CNY -3.79. The company has seen revenue move from CNY 177.0 million in H2 2023 to CNY 192.4 million in H2 2024, with net income excluding extra items shifting from CNY -71.3 million to CNY -76.6 million over the same period, setting up a story where investors are weighing top line momentum against still...
NYSE:BETA
NYSE:BETAAerospace & Defense

BETA Technologies (BETA) Deepening Losses Undercut High-Growth Narrative Heading Into Q3 2025

BETA Technologies (BETA) just posted another loss-making quarter, with Q2 2025 revenue of about $7.8 million and basic EPS of roughly -$12.78, setting the tone for investors heading into the Q3 2025 update at a share price of $29.84. The company has seen revenue climb from around $3.8 million in early 2024 to $7.8 million in early 2025, while EPS deteriorated from about -$9.69 to -$12.78 and trailing twelve month net income slid from roughly -$201.9 million to -$352.5 million. This...
NasdaqGS:FIVE
NasdaqGS:FIVESpecialty Retail

Five Below (FIVE) Q3: Revenue Beat Keeps 7% Net Margin Narrative Under Scrutiny

Five Below (FIVE) just posted its Q3 2026 report with revenue of about $1.0 billion and EPS of $0.66, alongside net income of roughly $36.5 million as the discount retailer heads into the crucial holiday stretch. The company has seen quarterly revenue move from about $843.7 million in Q3 2025 to $1.0 billion in Q3 2026, while quarterly EPS shifted from near flat at $0.03 in Q3 2025 to $0.66 this quarter. This sets up a story where investors will be weighing solid topline scale against how...