NYSE:SLB
NYSE:SLBEnergy Services

Does the Recent Schlumberger Stock Rebound Signal Room for Further Gains in 2025?

If you are staring at Schlumberger's ticker and wondering whether now is the right time to make a move, you are definitely not alone. The stock is catching fresh attention in the energy space, thanks to a mix of renewed market optimism and shifting perceptions about risk. While the shares have surged over the past 5 years, delivering well over 100% total return, they have faced headwinds recently, dipping about 19% over the past year. Still, short-term momentum has turned positive in the past...
NYSE:PRLB
NYSE:PRLBMachinery

Proto Labs (PRLB): Assessing Valuation as ROCE Slides Far Below Industry Benchmarks

If you’ve been tracking Proto Labs (PRLB), the latest numbers on its return on capital employed might catch your attention. With ROCE down to just 3.3% compared to the machinery industry’s 12% average, the gap is raising real questions about Proto Labs’ efficiency and long-term earning power. This trend, paired with flat asset growth, has investors weighing whether the company can get back on a stronger footing or if its capital is now working much harder elsewhere in the sector. This fresh...
NYSE:COHR
NYSE:COHRElectronic

The Bull Case For Coherent (COHR) Could Change Following Mixed Q4 Loss and Full-Year Profit

Coherent Corp. recently announced its fourth quarter and full year 2025 results, reporting sales of US$1.53 billion for the quarter and US$5.81 billion for the year, alongside a quarterly net loss of US$95.6 million and full-year net income of US$49.4 million. An important insight from these results is that, despite increased sales and a turnaround to full-year net profitability, the company also saw a larger loss in the latest quarter compared to the same period last year. To understand...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Is Lyft’s 45% Rally in 2025 Justified After Latest Earnings Surge?

Trying to decide if Lyft deserves a spot in your portfolio right now? You are not alone. After a wild few years, Lyft’s stock has recently started showing signs of life, up nearly 25% year-to-date and more than 45% over the last twelve months. That kind of momentum always makes investors wonder if the ride is just beginning or about to stall out. Part of the recent surge can be traced back to growing optimism around profitability. Lyft’s stronger-than-expected net income growth, up over 30%...
NYSE:GVA
NYSE:GVAConstruction

Will a New South Dakota Water Contract Boost Granite Construction’s (GVA) Long-Term Growth Strategy?

Granite Construction, through its subsidiary Layne, was recently awarded an approximately US$13 million contract by the Lewis and Clark Regional Water System to build two high-capacity horizontal collector wells near the Missouri River in South Dakota. This project highlights Layne's longstanding relationship with LCRWS and builds on a previous successful well installation that delivered substantially greater water capacity than traditional approaches. We'll explore how this new contract win...
NasdaqGS:MU
NasdaqGS:MUSemiconductor

Does Micron’s 35% Rally in 2025 Justify Its Current Valuation After CHIPS Act Developments?

Wondering what to do with your Micron Technology stock right now? You are far from alone. Micron has been one of the most closely watched names in semiconductors, especially as its share price has soared 35% so far this year. But with the company seemingly riding a wave of policy headlines and shifting market sentiment, it is a timely moment to reconsider whether the current price is fair, high, or still undervalued. Not long ago, Micron shares jumped on optimism around the CHIPS Act and...
NYSE:WBS
NYSE:WBSBanks

Webster Financial (WBS): Assessing Valuation After Analyst Upgrade and Renewed Value Investor Interest

If you’ve been following Webster Financial (WBS), you may have noticed a growing buzz around the stock. Recent analyst commentary highlights the company’s A grade for Value and an attractive Zacks Rank #2 (Buy), a combination that has value-minded investors taking note. With Webster Financial’s shares now seen as potentially undervalued compared to its peers and the company completing another buyback tranche this quarter, the question is whether this is just a short-term pop or the early days...
NYSE:RHI
NYSE:RHIProfessional Services

Does Prolonged Flat Revenue and Falling Earnings Challenge the Long-Term Outlook for Robert Half (RHI)?

In the past six months, Robert Half has experienced a significant setback, with its operational and financial performance drawing concern due to prolonged flat revenue growth and falling earnings over the last five years. This signals ongoing operational pressures that are prompting industry analysts to reconsider the company’s future potential amid weaker fundamentals and declining efficiency. We'll explore how Robert Half’s ongoing operational challenges and weakening business metrics are...
NYSE:SMR
NYSE:SMRElectrical

NuScale Power (SMR): Examining Valuation After Recent Unexplained Share Price Surge

If you’ve been watching NuScale Power (NYSE:SMR) lately, the company’s recent 5% one-day jump may have given you pause. With no headlines or significant events hitting the wires, it’s the kind of spike that prompts investors to look for hidden catalysts or shifts in sentiment. This could be a potential signal for where the stock might be headed next. The move comes against a backdrop of considerable volatility for NuScale Power this year. Shares have soared nearly 98% since January and are...
NasdaqGS:FTAI
NasdaqGS:FTAITrade Distributors

How Investors Are Reacting To FTAI Aviation (FTAI) Analyst Upgrades and Asset-Light Strategy Shift

Recently, analyst firms including Morgan Stanley, JMP Securities, and Jefferies raised their outlooks on FTAI Aviation after the company reported quarterly results that came in well above expectations and outlined a significant shift to an asset-light business model. This new asset-light approach is designed to increase financial flexibility, reduce debt, and unlock additional cash for FTAI Aviation's higher-margin aerospace products segment. We'll explore how the transition to an...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

How Investors May Respond To Applied Materials (AMAT) Soft Guidance After Strong Quarter and China Challenges

Earlier this month, Applied Materials reported third quarter sales of US$7.30 billion and net income of US$1.78 billion, both up from the same period last year, but issued guidance for the next quarter below analyst expectations due to challenges in China and uneven demand in certain chip segments. This mixed outlook highlights how ongoing export license uncertainties, regional demand variations, and investment cycles are materially shaping the company's short-term momentum and global...
NYSE:CNK
NYSE:CNKEntertainment

What Cinemark Holdings (CNK)'s Warrant Unwind Means for Shareholders and Its Long-Term Financial Strategy

Cinemark Holdings recently announced that it entered into warrant unwind and termination agreements tied to its 2020 convertible senior notes, involving a mix of cash and common stock settlement based on the stock price during a set observation period. This move marks a significant adjustment to Cinemark's capital structure, drawing attention to its balance sheet management and future financial outlook. We'll examine how Cinemark's warrant unwind decision provides fresh insights into its...
NYSE:MIR
NYSE:MIRElectronic

What Mirion Technologies (MIR)'s Upgraded Outlook and Expanded Partnerships Mean for Shareholders

Mirion Technologies recently reported robust second-quarter earnings and raised its annual outlook, fueled by sector tailwinds, positive estimate revisions, and deepening partnerships such as its expanded collaboration with Westinghouse. This momentum underscores a renewed confidence in the company’s recurring revenue model and highlights its growing role in the accelerating nuclear and clean energy landscape. We'll explore how Mirion’s upgraded full-year guidance, driven by demand for...
NYSE:NOV
NYSE:NOVEnergy Services

Is NOV (NOV) Using Its Dividend Policy to Defend Capital Allocation Amid Market Pressures?

On August 14, 2025, NOV Inc. announced that its Board of Directors declared a regular quarterly cash dividend of US$0.075 per share, payable on September 26, 2025, to shareholders of record as of September 12, 2025. This dividend affirmation follows a period of ongoing earnings and operational challenges, as the company faces headwinds from shrinking aftermarket demand and persistent weakness in key markets. We'll explore how NOV's continued dividend commitment amid earnings pressures...
NYSE:PAG
NYSE:PAGSpecialty Retail

Is Rising Analyst Optimism on Earnings Estimates Shifting the Story for Penske Automotive (PAG)?

In August 2025, Penske Automotive Group received upward revisions to its 2025 earnings estimates by four analysts, with the consensus estimate rising to US$14.14 per share, and maintained a Zacks Rank #3 (Hold) and a Momentum Style Score of A. This wave of positive analyst sentiment highlights investors’ growing confidence in the company’s strong momentum and earnings potential. With recent analyst estimate increases signaling renewed confidence in Penske’s earnings outlook, we’ll examine...
NasdaqGS:GFS
NasdaqGS:GFSSemiconductor

The Bull Case For GlobalFoundries (GFS) Could Change Following Cirrus Logic Partnership Expansion Into Advanced US Manufacturing

On August 19, 2025, Cirrus Logic announced the expansion of its long-standing collaboration with GlobalFoundries to accelerate the development and commercialization of advanced BCD and Gallium Nitride technologies, enhancing manufacturing capabilities at GlobalFoundries' US-based and international facilities. This expanded partnership not only supports innovation across mixed-signal and power technologies but also gives Cirrus Logic and its customers greater supply chain resilience and...
NYSE:IHS
NYSE:IHSTelecom

Assessing IHS Holding (NYSE:IHS) Valuation Following Profit Turnaround and Upgraded Revenue Guidance

If you have been following IHS Holding (NYSE:IHS), the company’s latest quarterly earnings might have caught your attention. IHS reported a swing to profitability, moving from a net loss in the same period last year to positive net income this quarter. Alongside the upbeat results, management raised full-year revenue guidance, signaling a stronger outlook for the business and serving as a catalyst for renewed investor optimism. While some of the profit increase came from one-off items, the...
NYSE:NOG
NYSE:NOGOil and Gas

Strong Natural Gas Output and Updated Outlook Might Change the Case for Investing in Northern Oil and Gas (NOG)

Northern Oil and Gas Inc. recently reported second-quarter results that topped expectations, citing strong natural gas output, and provided an updated 2025 outlook highlighting lower capital spending while maintaining robust free cash flow projections. An analyst at Bank of America Securities reiterated a favorable view on the company after these developments, underscoring financial flexibility and the potential for Northern Oil and Gas to capitalize on new market opportunities. We'll...
NasdaqGS:EBAY
NasdaqGS:EBAYMultiline Retail

Is eBay Set for More Growth After 70% Rally and Strong Earnings Momentum?

Thinking about what to do with your eBay stock? You are not alone if you have been watching recent price charts and feeling both optimism and caution. Over the last month, eBay shares have soared more than 21%, and looking back even further, the stock is up around 71% in the past year. At first glance, that kind of climb might suggest the easy money has already been made, but things are rarely quite so simple in the world of investing. Much of this performance has been fueled by a changing...
NYSE:MSA
NYSE:MSACommercial Services

What MSA Safety (MSA)'s New CFO Appointment Could Mean for Its Financial Strategy and Future Direction

MSA Safety recently announced the appointment of Julie A. Beck as Chief Financial Officer and Senior Vice President, effective August 18, 2025, succeeding interim CFO Elyse Brody. Beck’s broad experience in corporate finance, public company governance, and operational transformation at large global businesses brings added depth to MSA Safety’s executive leadership team. We'll explore how Julie Beck’s leadership background in financial strategy could influence MSA Safety’s outlook and the...
NYSE:CAH
NYSE:CAHHealthcare

Does Cardinal Health Still Have Room to Run After Recent Pullback in 2025?

If you have been thinking about what to do with Cardinal Health stock lately, you are definitely not alone. With markets shifting and healthcare needs constantly at the forefront, CAH has been catching more eyes than usual. After rallying over 25% year-to-date and boasting a 37% total return over the past 12 months, it is clear investors are already feeling some optimism in the air. But not all the movement has been straight up, of course. The past month has seen Cardinal Health pull back...
NasdaqGS:GO
NasdaqGS:GOConsumer Retailing

Is Strong Sales Growth and Restructuring at Grocery Outlet (GO) Shifting Its Long-Term Investment Narrative?

Earlier this week, Grocery Outlet Holding reported a 4.5% increase in second-quarter net sales and exceeded expectations with an adjusted EPS of US$0.23, despite a significant drop in net income due to restructuring charges. Additionally, Executive Vice President and Chief Purchasing Officer Steven K. Wilson sold 5,000 shares, adding to mixed analyst reactions and highlighting growing investor attention to both operational progress and ongoing business challenges. We'll now consider how...
NYSE:BAP
NYSE:BAPBanks

How Strong Earnings and Tax Clarity at Credicorp (BAP) Have Changed Its Investment Story

Earlier this month, Credicorp Ltd. reported second-quarter 2025 results showing strong growth in net interest income and net income, and also provided updated earnings guidance for the second half of the year, raising expectations for margin and provisioning levels due to effective risk management. Additionally, Credicorp announced that a PEN1.6 billion tax assessment and related fine issued by the Peruvian Tax Authority had been cancelled, bringing greater clarity regarding regulatory...
NYSE:CMG
NYSE:CMGHospitality

Is the Recent 17% Drop a Turning Point for Chipotle Stock in 2025?

If you're watching Chipotle Mexican Grill stock right now, you're probably asking yourself one big question: is this dip a buying opportunity, or is there more downside ahead? Over the past month, CMG has seen a decline of roughly 17% in its share price, adding to a year-to-date drop of about 27%. While that may sound alarming at first glance, it's important to put these moves in context. Chipotle is coming off a stellar multi-year run, with the stock having gained more than 67% over the last...