NasdaqGS:GOGO
NasdaqGS:GOGOWireless Telecom

Examining Gogo’s Valuation After Partnership Expansion and 16% Share Price Drop

Curious if Gogo is undervalued or just misunderstood? You are not alone in wondering if now could be a smart time to look closer at the stock. The share price has taken a hit lately, dropping 16% in just the past week and sliding nearly 17% over the last month, putting some growth-watchers on alert for both risk and potential upside. One of the drivers behind these moves is the recent announcement about Gogo's partnership expansions in inflight connectivity, which has grabbed the attention...
NYSE:TFX
NYSE:TFXMedical Equipment

Teleflex (TFX): Assessing Valuation After Profitability Drop and Investor Reaction to Q3 Results

Teleflex (TFX) stock dropped after the company delivered mixed third-quarter results, with higher sales and adjusted earnings but a pronounced decrease in operating margin and profitability. Investors reacted strongly to signs of rising costs. See our latest analysis for Teleflex. Teleflex’s share price has tumbled in recent weeks as cost overruns and a sudden swing to net losses rattled investors, wiping out much of the year’s gains. The stock closed at $109.4 after a 1-day share price...
NYSE:CNO
NYSE:CNOInsurance

Will CNO Financial Group’s (CNO) Buybacks and Earnings Guidance Reflect Long-Term Value Priorities?

CNO Financial Group recently reported its third-quarter 2025 results, with revenue rising to US$1,188.7 million and net income at US$23.1 million, and announced it had narrowed its 2025 operating earnings per share guidance to US$3.75–$3.85 while maintaining the midpoint. The company also completed a significant share buyback tranche, repurchasing 1.6 million shares for US$60 million, suggesting a strong ongoing capital return commitment. We’ll examine how the updated earnings guidance and...
NYSE:HOG
NYSE:HOGAuto

Harley-Davidson (HOG) Is Down 5.2% After Q3 Earnings Surge and 2026 Model Reveal—Has the Bull Case Changed?

Earlier this week, Harley-Davidson reported third-quarter net income of US$377.37 million, up from US$119.04 million a year earlier, alongside the reveal of select 2026 motorcycle models and updates on its ongoing share buyback program. This combination of stronger-than-expected earnings, expanded product offerings, and continued capital returns highlights Harley-Davidson’s focus on both financial performance and long-term brand evolution. Now, we’ll explore how Harley-Davidson’s robust...
NasdaqGS:ATEC
NasdaqGS:ATECMedical Equipment

Alphatec Holdings (ATEC): Revisiting Valuation After Narrower Losses and Raised Revenue Outlook

Alphatec Holdings (ATEC) just reported its quarterly and nine-month results, showing a smaller net loss than last year. The company also raised its annual revenue outlook, a decision that can influence how investors view its future prospects. See our latest analysis for Alphatec Holdings. After a standout 41% one-month share price return, Alphatec's momentum continues to build. The stock is up 119% year-to-date and has delivered a 111% total shareholder return over the past year. Recent...
NasdaqGS:PAGP
NasdaqGS:PAGPOil and Gas

Plains GP Holdings (PAGP): Evaluating Valuation After Earnings Miss, EPIC Crude Acquisition, and Strategic Reshuffle

Plains GP Holdings (PAGP) just reported its third-quarter earnings, coming in below Wall Street expectations on both revenue and earnings per share. At the same time, the company wrapped up its acquisition of EPIC Crude Holdings and revealed plans to streamline its business with targeted divestitures. See our latest analysis for Plains GP Holdings. Following its recent earnings miss and the major acquisition of EPIC Crude Holdings, Plains GP Holdings has seen its share price trend lower in...
NYSE:RGA
NYSE:RGAInsurance

Does Record Earnings and a New NYC Office Reinforce RGA’s Long-Term Growth Strategy? (RGA)

Reinsurance Group of America recently reported its third-quarter 2025 results, highlighting US$6.20 billion in revenue, US$253 million in net income, share repurchases totaling US$75 million, and the opening of its first New York City office in Midtown Manhattan. The company’s expansion into New York City's financial hub alongside record quarterly earnings reflects a commitment to both growth and operational excellence. We'll explore how record operating performance and the Equitable...
NYSE:PLD
NYSE:PLDIndustrial REITs

Prologis (PLD): Is There More Value After Recent Gains? A Fresh Look at the Latest Valuation

Prologis (PLD) shares have edged higher recently, with the stock up over 8% this past month and about 19% over the past 3 months. Investors seem to be weighing the company’s financial growth alongside long-term trends in the industrial real estate sector. See our latest analysis for Prologis. This recent climb reflects more than just a good month for Prologis. The company’s momentum has picked up throughout 2024, with a year-to-date share price return of over 20% and a 12% total shareholder...
NYSE:NOV
NYSE:NOVEnergy Services

A Look at NOV’s Valuation Following Earnings Drop and Lower Revenue Guidance

NOV (NOV) released its third quarter earnings, showing net income fell sharply from last year, and followed up by forecasting a 5% to 7% decline in year-over-year revenue for the coming quarter. Investors are watching these trends closely. See our latest analysis for NOV. NOV has seen a burst of momentum lately, with its 90-day share price return rising 29.4% even as management signaled a softer revenue outlook and appointed a new board member. Still, the stock’s 1-year total shareholder...
NYSE:GTLS
NYSE:GTLSMachinery

Will Chart Industries' (GTLS) Shift to a Third Quarter Net Loss Reshape Its Investment Narrative?

Chart Industries reported its third quarter 2025 earnings on October 29, 2025, showing sales of US$1.10 billion but moving from net income of US$69 million to a net loss of US$138.5 million compared to the same period last year. Despite higher revenues, the company's earnings update revealed a shift to losses, with losses per share replacing the previous year's profits. We'll explore how the shift from profit to net loss may shape the outlook for Chart Industries' investment...
NYSE:OLN
NYSE:OLNChemicals

Olin (OLN) Is Up After Return to Profit and Buybacks in Q3—Is Analyst Optimism Warranted?

Olin Corporation recently announced financial results for the third quarter of 2025, reporting sales of US$1,713.2 million and a net income of US$42.8 million, a significant improvement over last year’s third-quarter loss. The company not only returned to profitability this quarter but also continued its share repurchase program, signaling increased confidence in future performance. To explore the implications for Olin’s investment narrative, we’ll consider how the sharp turnaround in...
NYSE:JLL
NYSE:JLLReal Estate

Jones Lang LaSalle (JLL): Valuation Insights Following Strong Q3 and Nine-Month Earnings Growth

Jones Lang LaSalle (JLL) has just posted higher sales and net income for the third quarter and the first nine months of 2025 compared to last year. This positive earnings update is catching investors’ attention and generating new interest in the stock. See our latest analysis for Jones Lang LaSalle. The momentum around Jones Lang LaSalle has been steadily building, especially as the company reported robust earnings and completed a sizable share buyback program this year. The stock’s share...
NYSE:AFG
NYSE:AFGInsurance

A Fresh Look at American Financial Group (AFG) Valuation Following Recent Share Price Momentum

American Financial Group (AFG) stock has seen some movement lately, sparking curiosity among investors about how its recent performance lines up with broader market trends. As the company continues to navigate the insurance landscape, its share price changes offer some insights for shareholders. See our latest analysis for American Financial Group. Recent share price momentum for American Financial Group stands out, especially with a one-week share price return of 8.6% and a 10.5% total...
NYSE:TTI
NYSE:TTIEnergy Services

TETRA Technologies (TTI) Is Up 7.1% After Profit Rebound and CFO Transition—What's Changed?

TETRA Technologies reported third-quarter 2025 financial results with revenue of US$153.24 million and net income of US$4.15 million, reversing a net loss from the previous year. The company simultaneously announced CFO Elijio Serrano’s planned March 2026 retirement, with EVP Matt Sanderson named as his successor, highlighting ongoing leadership continuity amid improving earnings performance. We'll explore how TETRA's return to profitability and growth in quarterly revenue impacts its...
NYSE:CNX
NYSE:CNXOil and Gas

The Bull Case For CNX Resources (CNX) Could Change Following Executive Shake-Up and Updated Production Outlook

CNX Resources recently announced executive changes, with Everett Good set to become Chief Financial Officer and Alan Shepard moving into the roles of President, CEO, and board member effective January 1, 2026. This leadership transition comes alongside strong third-quarter results and increased production guidance, highlighting both continuity in financial leadership and operational momentum for the company. We'll examine how the upcoming management transition and operational performance...
NasdaqGS:STLD
NasdaqGS:STLDMetals and Mining

Could Steel Dynamics (STLD) Low-Carbon Steel Launch Redefine Its Growth Strategy?

Steel Dynamics recently declared a fourth quarter 2025 cash dividend of US$0.50 per common share, payable on or about January 9, 2026, and earlier announced the launch of low-carbon steel products, BIOEDGE™ and EDGE™, produced using electric arc furnace technology and renewable or emission-free energy certifications. The rollout of these steel offerings aims to help customers in sectors such as automotive, construction, and renewable energy achieve their sustainability goals, reflecting...
NasdaqGM:INOD
NasdaqGM:INODProfessional Services

What Do Innodata’s AI Partnerships and Recent 30% Drop Mean for Its 2025 Valuation?

Wondering if Innodata’s stellar rally makes it a buy, or if it’s running too hot? Let’s take a close look at what’s really under the hood before talking price tags. The share price has soared 64.8% year-to-date and is up 52.2% over the last year, but it has cooled off lately with a -30.1% drop in the last month and -12.7% over the past week. Behind these recent swings, headlines have spotlighted Innodata’s growing foothold in AI data solutions, as partnerships with leading tech firms have...
NasdaqGS:ZG
NasdaqGS:ZGReal Estate

Zillow Group (ZG): Assessing Valuation Following Strong Q3 Earnings and Upbeat Guidance

Zillow Group (ZG) just posted its third-quarter earnings, revealing a swing to profitability and double-digit revenue growth compared to last year. The company also reaffirmed full-year guidance and shared a positive outlook for the upcoming quarter. See our latest analysis for Zillow Group. After a year marked by new features and steady innovation, Zillow Group’s financial momentum appears to be catching the market’s eye. The stock is now trading at $70.81, with a modest 2.79% share price...
NasdaqGS:MMSI
NasdaqGS:MMSIMedical Equipment

Merit Medical Systems (MMSI): Valuation in Focus After Positive WAVE Trial Data on WRAPSODY Endoprosthesis

Merit Medical Systems (MMSI) saw attention after unveiling positive 24-month results from the WAVE trial for its WRAPSODY Cell-Impermeable Endoprosthesis. The data, announced during a leading vascular conference, showed the device’s superior performance compared to standard treatment. See our latest analysis for Merit Medical Systems. After a tough year for total shareholders, news like the positive WAVE trial results is sparking fresh interest. Merit’s share price has climbed 4.6% over the...
NYSE:PPG
NYSE:PPGChemicals

PPG's PFAS-Free Antifouling Membrane Could Be a Game Changer for PPG Industries (PPG)

Earlier this month, PPG Industries introduced a new ultrafiltration antifouling membrane for industrial water purification, designed to handle complex oily waste streams and other tough contaminants without intentionally-added PFAS. This launch highlights PPG's focus on sustainable innovation in water treatment technology, adding to its production capabilities and broad industrial applications. Let's explore how PPG's investment in next-generation water filtration could shape its growth and...
NYSE:MDU
NYSE:MDUGas Utilities

MDU Resources Group (MDU): What Recent Gains Mean for Its Current Valuation

MDU Resources Group (MDU) has delivered a strong stretch of returns over the past year, gaining 20% in that time and building further momentum in recent months. Investors are now weighing what comes next for this diversified infrastructure company. See our latest analysis for MDU Resources Group. The past year has been a strong one for MDU Resources Group, with its latest share price pushing to $20.90 and recent momentum especially visible over the last month. The stock’s 1-year total...
NYSE:NTST
NYSE:NTSTRetail REITs

How Investors May Respond To NETSTREIT (NTST) Returning to Profit and Raising Its Dividend

NETSTREIT Corp. recently reported third quarter 2025 results, posting US$45.03 million in sales and a net income of US$618,000, a turnaround from a net loss in the prior year period. The Board of Directors declared a quarterly cash dividend increase, taking the annualized payout to US$0.86 per share, signaling confidence in the company's ongoing earnings recovery. We will now examine how the improved profitability and increased dividend inform NETSTREIT’s investment outlook and risk...
NasdaqGS:INSM
NasdaqGS:INSMBiotechs

Is Higher 2025 ARIKAYCE Guidance Offsetting Insmed's (INSM) Widening Losses in the Investment Case?

Insmed Incorporated recently reported a third quarter net loss of US$370.02 million but raised its 2025 global ARIKAYCE revenue guidance to between US$420 million and US$430 million, signifying higher growth expectations for the product. This updated revenue outlook comes despite an increase in net loss for both the quarter and year-to-date, highlighting expansion in ARIKAYCE demand even as overall losses continue to widen. We'll examine how the improved ARIKAYCE revenue forecast shapes...
NYSE:KRG
NYSE:KRGRetail REITs

Kite Realty Group Trust (KRG): Assessing Valuation After Dividend Hike, Buyback, and Updated 2025 Guidance

Kite Realty Group Trust (KRG) just wrapped up an eventful stretch, rolling out third quarter earnings, issuing fresh net income guidance for 2025, increasing its fourth quarter dividend by 7%, and completing a significant share buyback. See our latest analysis for Kite Realty Group Trust. While Kite Realty Group Trust’s latest share buyback, updated guidance, and dividend boost have caught investors’ attention, the stock’s momentum has yet to shift meaningfully. The year-to-date share price...