NYSE:MPLX
NYSE:MPLXOil and Gas

Does MPLX’s Infrastructure Expansion Signal Room for Growth After a 20% Stock Rally?

Curious whether MPLX is a hidden bargain or overpriced? You’re not alone. Investors are watching closely to see if there is more value yet to be revealed. The stock has gained 1.0% in the last week, 7.3% over the past month, and is up a hefty 20.5% in the past year. This performance is fueling debates about its growth prospects and risk profile. Recently, MPLX has been in the news for expanding its midstream infrastructure and progressing on key projects in the Permian Basin. These...
NYSE:PBF
NYSE:PBFOil and Gas

Assessing PBF Energy’s Valuation After Q3 Profit Rebound and New Production Guidance

PBF Energy (PBF) just released its third quarter results, swinging to a profit compared to last year, and offered production guidance for the upcoming quarter. The earnings rebound and outlook announcement come at a time when investors are closely monitoring the sector. See our latest analysis for PBF Energy. PBF Energy’s upbeat earnings and production guidance appear to have energized the stock, with a one-month share price return of over 33%. This momentum has been steadily building all...
NasdaqGS:ACLS
NasdaqGS:ACLSSemiconductor

Axcelis Technologies (ACLS): Assessing Valuation After Third Quarter Revenue and Earnings Decline

Axcelis Technologies (ACLS) just released its third quarter results, and both revenue and net income have dropped compared to last year. The company also shared its guidance for the next quarter, highlighting ongoing challenges. See our latest analysis for Axcelis Technologies. The latest results come after a year of lumpy share price action for Axcelis Technologies, with the stock currently trading at $85.74. Despite recent quarterly dips in revenue and profit, short-term momentum has picked...
NasdaqGS:CBSH
NasdaqGS:CBSHBanks

How a Healthcare CEO Joining CBSH’s Board and New Dividends May Signal a Shift in Strategy

Commerce Bancshares, Inc. has announced the appointment of Alaina G. Maciá, the CEO of MTM Health, as an independent member of its Board of Directors, effective October 31, 2025, following the retirement of Jonathan M. Kemper; in addition, the company’s Board declared a quarterly dividend of $0.275 per share and a 5% common stock dividend, both payable in December. Maciá’s healthcare leadership background and experience growing MTM Health’s annual revenue from $30 million to nearly $2...
NYSE:AI
NYSE:AISoftware

A Look at C3.ai (AI) Valuation Following Missed Sales and Leadership Shakeup

C3.ai stock took a hit after the company reported disappointing sales that fell short of investor expectations. Adding to the uncertainty, founder Tom Siebel stepped down as CEO due to health concerns, putting leadership in flux during a turbulent moment. See our latest analysis for C3.ai. C3.ai’s year has been turbulent. After weak sales and a leadership shakeup, the share price has steadily declined, most recently closing at $15.52. With a 1-year total shareholder return of -43.7%,...
NasdaqGS:LAES
NasdaqGS:LAESSemiconductor

A Look at SEALSQ (NasdaqGS:LAES) Valuation Following Major Strategic Moves in Secure Satellite and Cybersecurity Sectors

SEALSQ (NasdaqGS:LAES) just shared an update on its collaboration with the Swiss Armed Forces, focusing on improving satellite security using post-quantum cryptography. At the same time, the company is entering new cybersecurity and space technology partnerships. See our latest analysis for SEALSQ. SEALSQ’s wave of announcements, from quantum-secured satellite technology to new partnerships in the automotive and space sectors, has clearly captured attention. Momentum is showing in the...
NYSE:FIS
NYSE:FISDiversified Financial

How Investors May Respond To FIS (FIS) Q3 Earnings Beat and Launch of Asset Servicing Platform

Fidelity National Information Services recently announced third-quarter results exceeding expectations, driven by recurring revenue growth and margin expansion, alongside the launch of the FIS Asset Servicing Management Suite aimed at improving operational efficiency in asset servicing. This integrated platform seeks to address key industry pain points by automating critical asset servicing functions and minimizing data fragmentation, positioning FIS to support clients in streamlining...
NYSE:ONTO
NYSE:ONTOSemiconductor

Will New Product Demand and Advanced Packaging Momentum Change Onto Innovation's (ONTO) Narrative?

Onto Innovation recently reported third-quarter 2025 earnings reflecting US$218.19 million in sales and US$28.22 million in net income, with performance supported by new product qualifications and advanced packaging momentum. Ongoing projects with high-bandwidth memory customers and strong guidance for the upcoming quarter suggest that Onto Innovation is poised to expand its presence in the AI and advanced semiconductor markets. We'll explore how Onto Innovation's upbeat outlook, underpinned...
NasdaqGS:PODD
NasdaqGS:PODDMedical Equipment

A Valuation Check on Insulet (PODD) Following Strong Q3 Results and Upgraded Guidance

Insulet (PODD) delivered third quarter results that surpassed revenue expectations and lifted its full-year revenue and margin guidance. Investors are focused on Omnipod platform growth, along with recent strategic milestones across Europe. See our latest analysis for Insulet. On the heels of its impressive quarterly performance and stronger guidance, Insulet’s share price has rallied nearly 25% year-to-date. This reflects investor enthusiasm for the Omnipod platform’s growth and successful...