NYSE:FSLY
NYSE:FSLYIT

Fastly (FSLY): Assessing Valuation After a 43% One-Month Stock Surge

Fastly (FSLY) has caught investor attention with a 43% jump in its stock price over the past month. The move stands out given the broader market volatility and steady annual revenue growth for the software company. See our latest analysis for Fastly. Fastly's momentum has been building, with a staggering 42.9% one-month share price return fueling even stronger gains over the last quarter. Despite some recent volatility, its total shareholder return stands at an impressive 75.2% over the past...
NasdaqGS:DNLI
NasdaqGS:DNLIBiotechs

Can Denali Therapeutics (DNLI)’s New Leadership Steady the Narrative Amid Mounting Losses?

Denali Therapeutics recently announced significant leadership changes, with Chief Medical Officer Carole Ho departing for Eli Lilly, Peter Chin appointed as Acting Chief Medical Officer, and seasoned executive Tim Van Hauwermeiren joining the Board of Directors. These executive transitions come as the company reported higher net losses for both the third quarter and nine months ended September 30, 2025, increasing market attention on Denali’s future direction and stability. We’ll explore how...
NYSE:NOV
NYSE:NOVEnergy Services

Did NOV's (NOV) Global Partnership with Soiltech Signal a Shift in Drilling Waste Management Strategy?

Soiltech recently announced it has entered a Memorandum of Understanding with NOV to collaborate globally on selected projects in drilling waste management, combining their technologies for customer solutions. This partnership underscores the increasing importance of innovative and customized waste management offerings as the energy sector addresses environmental and operational challenges. We'll explore how NOV's global collaboration with Soiltech on drilling waste management could...
NasdaqGS:TWST
NasdaqGS:TWSTBiotechs

Will MRD Express and Margin Gains Change the Growth Trajectory for Twist Bioscience (TWST)?

Twist Bioscience recently reported record fourth-quarter and full-year revenues, highlighting strong growth across synthetic biology, next-generation sequencing, and biopharma, with improved gross margins and continued expansion efforts. An interesting highlight is Twist Bioscience's upcoming early 2026 launch of the MRD Express cancer monitoring product, aimed at delivering personalized diagnostic panels in under 12 hours. We'll explore how the launch of the MRD Express product and margin...
NasdaqGM:TRUP
NasdaqGM:TRUPInsurance

Should Trupanion’s (TRUP) Earnings Beat and Raised Guidance Prompt a Closer Look at Its Growth?

Trupanion reported third-quarter 2025 earnings, showing net income of US$5.87 million versus US$1.43 million a year earlier, and raised its full-year revenue guidance to a range between US$1.433 billion and US$1.439 billion. The company also entered a new multi-year credit agreement for US$120 million, repaid prior debt, and is projecting continued double-digit subscription revenue growth amid operational improvements. We’ll explore how Trupanion’s stronger profitability and updated guidance...
NYSE:SHO
NYSE:SHOHotel and Resort REITs

Sunstone Hotel Investors (SHO): Exploring Valuation After Recent Modest Share Price Uptick

Sunstone Hotel Investors (SHO) shares edged slightly higher today following a mild uptick over the past month. Investors seem to be weighing recent market trends and company performance as they look for direction in this REIT-focused stock. See our latest analysis for Sunstone Hotel Investors. After a solid short-term bump, Sunstone Hotel Investors is still trying to recover from a tough year. The share price return is -18.54% year-to-date, even as recent momentum hints at stabilizing risk...
NasdaqGS:AGYS
NasdaqGS:AGYSSoftware

A Fresh Look at Agilysys (AGYS) Valuation as Shares Gain 21% in Three Months

Agilysys (AGYS) has seen its stock climb around 21% over the past three months, catching the eye of investors interested in software companies. The company’s momentum reflects steady growth in both revenue and net income recently. See our latest analysis for Agilysys. Agilysys’s share price has surged 21% over the past three months, outpacing many of its software peers and signaling that investors are increasingly optimistic about its growth outlook. While short-term momentum is strong, its...
NYSE:LPG
NYSE:LPGOil and Gas

How DorianG’s Special Dividend and Surging Earnings at LPG Are Shaping Its Investment Story

Dorian LPG Ltd. recently announced an irregular cash dividend of US$0.65 per share, distributing about US$27.8 million to shareholders, and reported its September 2025 quarter financial results showing notable year-over-year increases in revenue and net income. This combination of a special dividend and much higher quarterly profit highlights the company's focus on capital returns while benefitting from improved business performance. We'll now explore how the special dividend and robust...
NYSE:ALSN
NYSE:ALSNMachinery

Assessing Allison Transmission (ALSN) Valuation Following Dana Off-Highway Acquisition and Ongoing Sector Shifts

Allison Transmission Holdings (ALSN) has seen its stock showing relatively muted movements over the past few weeks, with small changes in both the week and month. Investors seem to be weighing the company's fundamentals for direction. See our latest analysis for Allison Transmission Holdings. While Allison Transmission’s share price has been steady recently, momentum has faded compared to a year ago. The stock is down 24% year-to-date, and its one-year total shareholder return sits at -28.9%...
NYSE:GLP
NYSE:GLPOil and Gas

Global Partners (GLP): A Fresh Look at Valuation After Disappointing Quarterly Earnings and Dividend Decision

Global Partners (GLP) just shared its third quarter results. Earnings per share, net income, and distributable cash flow all came in lower than last year. The company’s decision to keep its dividend intact might catch investors’ attention going forward. See our latest analysis for Global Partners. After a tough quarterly report, Global Partners’ recent share price movement reflects some investor caution. While the last year’s share price return is down, the five-year total shareholder return...
NYSE:NABL
NYSE:NABLSoftware

N-able (NABL): Assessing Valuation After Q3 Earnings Decline and Updated Growth Outlook

N-able (NABL) just released its third quarter financial results, revealing a sharp drop in net income compared to last year. Along with the earnings update, management shared new guidance for upcoming revenue growth through the end of 2025. See our latest analysis for N-able. Despite N-able’s upbeat revenue outlook, investors have been cautious, as reflected in a 1-year total shareholder return of -28.75% and a year-to-date share price return of -18.81%. Recent selling suggests momentum is...
NYSE:FICO
NYSE:FICOSoftware

Should You Rethink FICO After Its Recent 23% Drop and Fintech Partnerships?

Wondering if Fair Isaac is a bargain or overpriced right now? You are not alone, as the company’s unique position in the software industry keeps investors guessing about its true worth. After years of remarkable long-term growth, Fair Isaac's stock has dipped. It is down 12.8% year-to-date and 23.0% over the past year, though it is up 7.8% in the last month and has soared over 200% in three years. Recently, the company was in the headlines after strengthening its partnerships within the...
NasdaqGS:WING
NasdaqGS:WINGHospitality

Wingstop (WING): Evaluating Valuation After Earnings Growth, Outlook Change, and a Bold New Menu Launch

Wingstop (WING) just released its latest earnings, showing growth in both revenue and net income year-over-year. The company is also adjusting its outlook for domestic sales, reflecting ongoing consumer shifts and broader economic trends. See our latest analysis for Wingstop. Wingstop has put out several headlines lately, from launching its bold new Fiery Lime flavor to completing another round of share buybacks and reaffirming a healthy dividend. Despite steady operational progress, the...
NasdaqGS:MNST
NasdaqGS:MNSTBeverage

Monster Beverage (MNST) Valuation in Focus After Strong Q3 Earnings Growth

Monster Beverage (MNST) just shared its third quarter earnings, and the numbers are up compared to last year. Both revenue and net income climbed, providing investors with new data to factor into their outlook. See our latest analysis for Monster Beverage. Following that upbeat earnings announcement, Monster Beverage's share price gained fresh momentum, with an 11.2% return over the past 90 days and a year-to-date share price return of 36.3%. The one-year total shareholder return stands at...
NYSE:VIRT
NYSE:VIRTCapital Markets

Virtu Financial (VIRT): Examining Valuation After Recent Share Price Swings

Virtu Financial (VIRT) shares have seen some swings lately, and investors are weighing the broader performance of the company this year. With the stock down slightly year to date, value-minded investors are taking a closer look. See our latest analysis for Virtu Financial. Virtu Financial’s share price has been on a rollercoaster lately, with a recent 30-day share price return of nearly 6% helping to offset earlier losses. Momentum has faded in recent months, but the company’s one-year total...
NYSE:UHS
NYSE:UHSHealthcare

Universal Health Services (UHS): Assessing Valuation After Recent Share Price Rally

Universal Health Services (UHS) shares have quietly advanced around 10% over the past month, outpacing many healthcare peers. This steady climb comes as investors weigh the company’s consistent revenue and net income growth in comparison to broader market trends. See our latest analysis for Universal Health Services. After a steady climb higher over the past month, Universal Health Services is now up more than 25% year-to-date. This is not just a short-term rally, as the company’s three- and...
NasdaqGM:NEXN
NasdaqGM:NEXNMedia

Nexxen (NEXN) Reduces 2025 Guidance After Earnings—Is Market Optimism Outpacing Programmatic Reality?

Nexxen International Ltd. recently reported third quarter 2025 earnings, showing sales of US$94.79 million and net income of US$4.21 million, both compared to the same period last year. Despite increased year-to-date sales and improved nine-month net income, the company lowered its full-year 2025 financial guidance, highlighting shifts in its programmatic revenue outlook. We'll examine how Nexxen's reduced full-year earnings guidance alters the company's investment narrative and future...
NYSE:TEL
NYSE:TELElectronic

Did Dr. Ken Washington’s Board Appointment Just Shift TE Connectivity’s (TEL) Innovation Trajectory?

On November 10, 2025, TE Connectivity appointed Dr. Ken Washington, a technology and innovation leader with experience at Medtronic, Amazon, Ford, and Lockheed Martin, to its board of directors. Dr. Washington’s broad background in advanced technology and automotive innovation is expected to strengthen TE Connectivity’s focus on industrial and transportation innovation for global markets. We'll examine how the addition of Dr. Ken Washington could impact TE Connectivity's long-term innovation...
NasdaqCM:NESR
NasdaqCM:NESREnergy Services

National Energy Services Reunited (NESR) Is Up 11.1% After Securing Saudi Aramco Deal and Margin Gains – What's Changed

On November 13, 2025, National Energy Services Reunited Corp. announced its third quarter earnings, reporting revenue of US$295.32 million and net income of US$17.74 million, reflecting reduced revenue but improved margins driven by cost controls and efficiency gains. The company also secured a major hydraulic fracturing contract with Saudi Aramco in the Jafurah field, positioning NESR for expanded growth opportunities in the Middle East and North Africa region. We'll examine how the...
NasdaqGS:ZBIO
NasdaqGS:ZBIOBiotechs

How Positive MoonStone Data and New Deals Could Shape Zenas BioPharma’s (ZBIO) Immunology Ambitions

Zenas BioPharma announced in November 2025 that it reported highly positive Phase 2 results for obexelimab in relapsing multiple sclerosis, secured a US$300 million funding agreement with Royalty Pharma, and entered a licensing deal with InnoCare Pharma for orelabrutinib and early-stage assets. These clinical and business milestones provided both scientific validation and financial support for Zenas BioPharma's expanding focus in autoimmune disease treatments. We'll explore how the...
NasdaqCM:ASTH
NasdaqCM:ASTHHealthcare

Astrana Health (ASTH): Assessing If the Recent Decline Signals an Undervalued Opportunity

Astrana Health (ASTH) has seen its stock trend downward over the past month, with shares slipping by 33%. This movement comes as investors continue to evaluate the company’s recent performance and its long-term growth prospects. See our latest analysis for Astrana Health. While Astrana Health’s share price has struggled lately, the broader story shows momentum has faded over the last year, with a 1-year total shareholder return of -47.24% and year-to-date share price return at -33.14%. Recent...
NYSE:ETR
NYSE:ETRElectric Utilities

Entergy (ETR): Valuation Spotlight After Rare Insider Share Purchase By Director

On November 12, Ralph Ropp, a Director at Entergy (ETR), purchased 1,000 shares of the company according to a recent SEC filing. This stands out as the only insider buy among 25 transactions in the past year, raising some eyebrows on Wall Street and among shareholders. See our latest analysis for Entergy. Entergy's share price has enjoyed a robust 26% return year-to-date, with momentum especially visible in the last quarter as shares climbed 8.2%. Alongside a standout total shareholder return...
NYSE:ARR
NYSE:ARRMortgage REITs

Is ARR’s Dividend Focus a Signal of Resilience or a Sign to Rethink Growth Priorities?

On November 14, 2025, ARMOUR Residential REIT, Inc. released a presentation sharing updates on its financial position and operational strategy, emphasizing ongoing management of a diversified mortgage-backed securities portfolio and a focus on maintaining common share dividends. This update included details about improved book value and economic returns, reflecting the company’s approach to supporting shareholder value despite sector risks. We’ll explore how ARMOUR Residential REIT’s...
NasdaqGS:SLDP
NasdaqGS:SLDPAuto Components

Will Solid Power’s (SLDP) Widening Losses Reveal Deeper Hurdles in Scaling Its Technology?

Solid Power, Inc. recently reported third quarter 2025 earnings, detailing sales of US$3.73 million and a net loss of US$25.87 million, with revenue slightly lower than the same period last year. The company’s flat nine-month revenue combined with widening losses highlights ongoing challenges in converting early technological milestones into improved financial results. We'll examine how the larger year-over-year net loss may influence the investment narrative for Solid Power moving...