NasdaqGS:SAIC
NasdaqGS:SAICProfessional Services

What Science Applications International (SAIC)'s Air Force Space-Tech Contract Win Means For Shareholders

Earlier this month, Raft, in partnership with Science Applications International Corporation (SAIC), announced the award of the U.S. Air Force TENCAP HOPE 2.0 contract aimed at accelerating the operationalization of national space-based assets for tactical use. This collaboration highlights SAIC's increasing role in delivering advanced technology solutions that bridge the gap between high-level intelligence and frontline defense operations. With SAIC set to deploy advanced data and...
NYSE:ORI
NYSE:ORIInsurance

Share Buyback and Dividend Hike Might Change the Case for Investing in Old Republic International (ORI)

Old Republic International Corporation announced in August 2025 that its Board of Directors authorized a share repurchase program of up to US$750 million and declared a regular quarterly cash dividend of 29 cents per share, reflecting a 9.4% increase over the previous year. This combination of a sizeable buyback and higher dividend underscores management’s intent to enhance returns for shareholders through both capital appreciation and ongoing income. We will explore how the newly announced...
NasdaqCM:BLFS
NasdaqCM:BLFSLife Sciences

Does Raised 2025 Revenue Guidance Reinforce the Growth Story for BioLife Solutions (BLFS)?

Earlier this month, BioLife Solutions announced higher full-year 2025 revenue guidance of US$100.0 million to US$103.0 million after reporting second quarter revenue growth and reduced net losses compared to the prior year period. This upward revision in guidance was largely driven by increased momentum in the Cell Processing platform, with management expressing greater confidence in continued business growth for the remainder of the year. We'll now explore how the company’s raised guidance...
NYSE:BRK.B
NYSE:BRK.BDiversified Financial

Berkshire Hathaway (BRK.B): Assessing Valuation After Shares Hit All-Time High Without Major News

Berkshire Hathaway (BRK.B) caught investors’ attention this week as shares reached a new high above $488, even without a significant news event driving the move. For many watching from the sidelines, a steady upswing like this, absent dramatic news, can spark as many questions as a sudden drop, especially when it comes to deciding whether to hold, buy, or trim their position. What is really driving the interest, and should you be paying closer attention to the valuation now? Taking a step...
NYSE:GLP
NYSE:GLPOil and Gas

Does Global Partners’ (GLP) Higher Payout Amid Lower Profits Signal a Strategic Shift?

On August 7, 2025, Global Partners LP announced a quarterly cash distribution of US$0.75 per unit and released its second-quarter results, highlighting a year-over-year increase in sales to US$4.63 billion but a fall in net income to US$20.6 million. Alongside these financial updates, the company reported an impairment charge for the quarter, signaling continued portfolio review and potential impacts on asset valuations. To see how these mixed quarterly results and the higher distribution...
NasdaqGS:EXE
NasdaqGS:EXEOil and Gas

Should the Sudden CFO Change After Expand-Atlas Merger Prompt a Closer Look at Expand Energy (EXE)?

On August 14, 2025, Expand Energy Corporation announced that Executive Vice President and Chief Financial Officer Mohit Singh departed the company due to a termination without cause, with Brittany Raiford taking over as Interim CFO while a search for a permanent replacement is underway. This follows a major company merger and places a leader with substantial investor relations and financial reporting experience in the interim finance role during a key transition period. We'll examine how the...
NasdaqGM:RDNT
NasdaqGM:RDNTHealthcare

The Bull Case For RadNet (RDNT) Could Change Following Q2 Profit Return and Raised Revenue Outlook

RadNet, Inc. recently reported its second quarter 2025 financial results, posting revenue of US$498.23 million and a return to profitability with net income of US$14.45 million, while also raising its full year revenue guidance. The shift from a net loss to a net profit in the quarter, along with an upgraded revenue outlook, points to growing strength across both the Imaging Center and Digital Health segments. We’ll examine how RadNet’s renewed profitability and increased revenue guidance...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

How Berkshire’s (BRK.A) Move Into Healthcare and Bigger Cash Pile Has Changed Its Investment Story

Berkshire Hathaway has recently rebalanced its portfolio, accumulating a US$1.6 billion stake in UnitedHealth Group and raising exposure to energy and steel, while reducing its holdings in Apple and Bank of America following Warren Buffett’s retirement announcement and leadership transition. This shift, alongside maintaining a cash reserve of US$344 billion and holding off on share buybacks, highlights management's cautious approach amid evolving leadership and market conditions. We'll...
NYSE:WAB
NYSE:WABMachinery

Is Wabtec (WAB) Undervalued? Examining Current Valuation After Recent Price Pullback

If you have been tracking the industrial sector lately, Westinghouse Air Brake Technologies (NYSE:WAB) might have caught your eye. There is no headline-grabbing event moving the stock this week. However, the recent shift in price action may still spark questions from investors about what the market is signaling. Whenever a well-known name like this strays from its trend, even by a few points, it is worth pausing to consider what might lie beneath the surface value. Looking more closely, the...
NasdaqGS:CRWV
NasdaqGS:CRWVIT

Does the Core Scientific Takeover Uncertainty Present an Opportunity for CoreWeave Investors in 2025?

Thinking about what to do with CoreWeave stock right now? You’re not alone. With a rollercoaster ride over the past month and some eye-catching headlines, investors are eager for clarity about where this high-growth cloud infrastructure player stands. Over the last 30 days, CoreWeave shares have dipped about 27%, largely driven by waves of big block trades as major banks like JPMorgan, Goldman Sachs, and Morgan Stanley offloaded shares in the mid-$90s. There is also noise around CoreWeave’s...
NYSE:FLNG
NYSE:FLNGOil and Gas

Does FLEX LNG’s (FLNG) Dividend and Buyback Plan Reflect Sustainable Confidence in Its 2025 Outlook?

FLEX LNG Ltd. recently announced several shareholder-focused actions, including the declaration of a US$0.75 per share quarterly dividend, reaffirmation of its full-year 2025 revenue guidance, and the launch of a share buyback program up to 900,000 shares valued at US$15 million, with the dividend payable on September 18, 2025. This combination of dividend affirmation, share repurchases, and confirmed revenue outlook underscores management’s confidence in FLEX LNG’s financial position and...
NYSE:INGR
NYSE:INGRFood

What Ingredion (INGR)'s Zacks Rank Upgrade Means for Shareholders

Ingredion was recently upgraded to a Zacks Rank #2 (Buy) following a series of positive earnings estimate revisions, reflecting improved business fundamentals. This upgrade highlights the company's inclusion among the top 20% of Zacks-covered stocks in terms of upward earnings estimate changes. We'll explore how the recent earnings estimate upgrades may reinforce Ingredion's investment narrative around growth in clean label and specialty ingredients. Rare earth metals are an input to most...
NYSE:DINO
NYSE:DINOOil and Gas

HF Sinclair (DINO) Valuation Spotlight After Major Debt Refinancing and Balance Sheet Overhaul

If you own shares of HF Sinclair (DINO) or are watching from the sidelines, the company’s just-announced refinancing push should catch your eye. Over the past week, HF Sinclair completed a $500 million senior note offering and unveiled a strategy to buy back and redeem existing 2026 and 2027 notes. By moving quickly to overhaul its debt, management is showing investors a clear commitment to proactive balance sheet management and, potentially, to reducing future interest costs. This is a...
NasdaqGS:KDP
NasdaqGS:KDPBeverage

How Market Optimism and Cash Flow Projections Are Shaping the Outlook for KDP Stock in 2025

If you are weighing your options on Keurig Dr Pepper stock, you are certainly not alone. In a market that has kept investors on their toes, KDP's steady presence on the Nasdaq is not just blend and forget. The stock has delivered a modest 1.9% total return over the past year, but take a longer view and that five-year gain north of 32% really stands out. This year, shares have quietly picked up steam, rising more than 10% year-to-date, signaling fresh optimism or perhaps a shift in how the...
NasdaqGM:XENE
NasdaqGM:XENEBiotechs

Assessing Xenon Pharmaceuticals (XENE) Valuation After Wider Losses in Latest Quarterly Results

It is not every day that earnings arrive with so much red ink, but that is just what happened with Xenon Pharmaceuticals (NasdaqGM:XENE) this quarter. The company reported a significantly larger net loss for both the second quarter and the first half of 2025, compared to last year. As losses widened to $84.7 million for the quarter and $149.8 million over six months, investors are understandably pausing to rethink the risk profile and growth trajectory of the stock. With basic loss per share...
NasdaqGS:CIFR
NasdaqGS:CIFRSoftware

Can Cipher Mining’s (CIFR) Rising Losses Reveal Tougher Challenges Than Stronger Sales Suggest?

Cipher Mining Inc. recently reported its second quarter 2025 results, revealing sales of US$43.57 million and a net loss of US$45.78 million, both showing increases compared to the same period last year. Despite improved revenue, the company’s net losses widened substantially year-over-year, highlighting ongoing profitability challenges in the face of higher operational costs. To evaluate how the sharp increase in net loss impacts Cipher Mining’s outlook, we’ll examine its implications for...
NYSE:TJX
NYSE:TJXSpecialty Retail

Will Raised Full-Year Guidance Following Strong Q2 Earnings Change TJX Companies' (TJX) Narrative

The TJX Companies, Inc. recently reported strong second quarter results, with sales rising to US$14.40 billion and net income reaching US$1.24 billion, while also increasing its full-year earnings forecast for fiscal 2026. A key insight is that above-plan results and reduced negative foreign exchange impact were cited as primary reasons for raising guidance, despite slightly lower profit margin projections. Next, we'll examine how the raised full-year earnings guidance shapes TJX Companies'...
NYSE:EPRT
NYSE:EPRTREITs

Essential Properties Realty Trust (EPRT): Assessing Valuation Following $400 Million Senior Notes Offering

Essential Properties Realty Trust (EPRT) just priced a $400 million offering of 5.4% senior notes set to mature in 2035, catching the eye of investors tracking the company’s next moves. This new financing puts a spotlight on management’s approach to capital structure. They are tapping the debt markets with confidence, aiming to bolster operational flexibility and potentially fund future growth. Whenever a real estate trust raises long-term capital at fixed rates, it prompts the question: does...
NasdaqGS:SBUX
NasdaqGS:SBUXHospitality

A Fresh Look at Starbucks (SBUX) Valuation After Recent Stock Pullback

Starbucks (SBUX) shares have slid about 2% over the past week, catching the eye of investors who follow the world’s most famous coffee chain. While there isn’t a single headline event driving the move, the stock’s recent dip might have some wondering if Wall Street is brewing up concerns about the company’s future growth or if this is just temporary turbulence in an otherwise steady story. Either way, the slight pullback is prompting fresh questions about where Starbucks stands in today’s...
NYSE:PATH
NYSE:PATHSoftware

Analyzing UiPath Stock After Recent Nvidia Partnership Announcement and 29% Price Gap

Thinking about what to do with UiPath stock right now? You’re not alone. Investors have been watching PATH with a mix of curiosity and caution over the past year, as the company’s share price has seemed to slide rather than soar. The stock has dropped about 11% in the last three months and is down over 10% year over year, even after some real revenue growth and a nearly 90% jump in annual net income. Those numbers have some investors questioning why the stock isn’t receiving more attention...
NYSE:GWRE
NYSE:GWRESoftware

Does Texas Windstorm Cloud Migration Reveal New Strengths in Guidewire Software’s (GWRE) Cloud Strategy?

On August 18, 2025, Texas Windstorm Insurance Association announced it had successfully deployed Guidewire InsuranceSuite on Guidewire Cloud Platform, migrating from an on-premises setup to improve core and IT operations. This move highlights continued adoption of Guidewire’s cloud-first approach by long-term clients and underscores the platform’s ability to support evolving insurance industry demands. We’ll now explore how this client’s cloud migration reflects Guidewire’s momentum and...