NasdaqGS:QLYS
NasdaqGS:QLYSSoftware

A Valuation Check on Qualys (QLYS) Following Strong Q3 Earnings and Raised Full-Year Guidance

Qualys (QLYS) shares jumped sharply after the company delivered third-quarter results that beat expectations, highlighted revenue and profit gains, and raised its full-year financial guidance. Investors are watching these signals closely. See our latest analysis for Qualys. Qualys’ stronger-than-expected Q3 performance and upbeat outlook have fueled a rapid resurgence in investor confidence, resulting in a remarkable 21% share price gain over the past week alone. However, longer-term total...
NYSE:GRMN
NYSE:GRMNConsumer Durables

Is Garmin's (GRMN) Product Innovation the Key to Sustaining Its Competitive Edge?

Garmin Ltd. recently reported strong third quarter results, revealing sales of US$1.77 billion and net income of US$401.62 million, alongside updated full-year 2025 guidance and a new marine chartplotter product launch. This combination of solid financial performance and ongoing product innovation highlights Garmin's efforts to strengthen its position in fitness, aviation, and marine technology markets. We'll examine how Garmin's upwardly revised annual guidance and new GPSMAP 9000xsv launch...
NasdaqGS:VSEC
NasdaqGS:VSECAerospace & Defense

VSE's $400 Million Equity Raise and Guidance Shift: What Does It Signal for VSEC's Growth Strategy?

VSE Corporation recently completed a US$400 million follow-on equity offering, raised its full-year 2025 revenue growth guidance, and reported third-quarter results showing higher revenue but lower net income compared to the prior year. This series of announcements provides insight into VSE's evolving capital strategy, signaling an intent to support future acquisitions and organic investments while navigating near-term profit pressures. We'll look at how VSE’s completed equity offering and...
NYSE:FOUR
NYSE:FOURDiversified Financial

A Fresh Look at Shift4 Payments (FOUR) Valuation Following Strong Q3 Results and Major Buyback Announcement

Shift4 Payments (FOUR) delivered third-quarter results that caught the market’s attention, topping expectations on both gross revenue and payment volumes. The company also revealed a major stock buyback program, which has added another layer of interest for investors. See our latest analysis for Shift4 Payments. Despite reporting strong revenue growth and announcing its biggest-ever buyback, Shift4 Payments has seen its share price remain under pressure, with a year-to-date return of -38.94%...
NasdaqCM:SKYT
NasdaqCM:SKYTSemiconductor

QuamCore Quantum Partnership Might Change The Case For Investing In SkyWater Technology (SKYT)

On November 6, 2025, QuamCore announced a multi-million-dollar collaboration with SkyWater Technology to co-develop Single Flux Quantum (SFQ) devices aimed at advancing scalable quantum computing, combining SkyWater’s U.S.-based manufacturing and proprietary superconducting processes with QuamCore’s SFQ-based control architecture. This partnership marks a foundational step for QuamCore’s goal of building a 1-million-qubit superconducting quantum computer and highlights SkyWater’s role as a...
NasdaqGS:HST
NasdaqGS:HSTHotel and Resort REITs

Host Hotels & Resorts (HST): Assessing Valuation After Strong Q3 Earnings Beat and Raised Guidance

Host Hotels & Resorts (HST) just posted third quarter results that surpassed expectations, showing impressive gains in both earnings and revenue per available room. Net income jumped, supported by property sales and strong resort performance. See our latest analysis for Host Hotels & Resorts. Host Hotels & Resorts’ upbeat third-quarter numbers sparked a sharp rally, with an 11.4% seven-day share price return and a solid 16.2% gain over the past three months. Recent earnings strength and...
NYSE:WD
NYSE:WDDiversified Financial

Walker & Dunlop (WD): Is the Stock Undervalued After a 36% Decline?

Walker & Dunlop (WD) shares have slid for much of the past year, with the stock down over 36% across that period. Recent trading reflects ongoing investor uncertainty around the company's performance and the broader outlook for commercial real estate finance. See our latest analysis for Walker & Dunlop. Walker & Dunlop’s momentum has clearly faded, with the company’s 1-year total shareholder return falling over 36% as investors reassess both sector risks and prospects for a rebound...
NasdaqGS:MTCH
NasdaqGS:MTCHInteractive Media and Services

A Look at Match Group (MTCH) Valuation Following Q3 Earnings and Upbeat Profit Guidance

Match Group (MTCH) shares jumped following its third-quarter earnings release, with investors responding to upbeat profitability guidance for the upcoming quarter. This positive response came even as user growth and revenue outlook came in a bit softer than hoped. See our latest analysis for Match Group. After a rocky stretch, Match Group’s third-quarter results and upbeat margin guidance have sparked renewed optimism among investors, even as overall user growth remains sluggish. The stock’s...
NYSE:VNT
NYSE:VNTElectronic

How Investors May Respond To Vontier (VNT) Upward Guidance, Share Buyback, and Dividend Increase

Vontier Corporation recently reported improved third-quarter earnings, raised its full-year 2025 guidance, and completed a significant share buyback, while also declaring a regular quarterly dividend of US$0.025 per share payable on December 11, 2025. This combination of stronger financial results, an upward guidance revision, and substantial capital returns to shareholders reflects the company's focus on operational efficiency and shareholder value. We'll explore how the upward revision of...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Is Microsoft’s Valuation Justified After Recent AI Partnership Headlines?

Wondering if Microsoft is still a good deal or if recent highs are painting an overvalued picture? Let's cut through the noise and get straight to the numbers that matter. Despite climbing an impressive 18.5% over the past year and delivering a stellar 139.3% return over five years, Microsoft's stock has recently dipped 4.1% in the last week and 5.3% over the past month, hinting at shifting sentiment or new risks in play. Several headlines have stirred the waters lately, including...
NYSE:WK
NYSE:WKSoftware

Workiva (WK): Evaluating Valuation After Strong Q3 Beat, Upgraded Guidance, and Leadership Shift

Workiva (WK) delivered a strong third-quarter update, surpassing both revenue and earnings expectations while raising its outlook for the rest of the year. The company also confirmed the appointment of a new Chief Revenue Officer to support continued growth. See our latest analysis for Workiva. Workiva’s share price has rebounded sharply in the last three months, rising nearly 21%, as upbeat quarterly results and leadership changes have helped restore some investor confidence after a tough...
NasdaqGM:SYM
NasdaqGM:SYMMachinery

Symbotic (SYM): Evaluating Valuation Following Strong Revenue Beat and Renewed Growth Optimism

Symbotic (SYM) has caught the market’s eye recently after reporting quarterly revenue that surpassed analyst expectations by more than 10%. While earnings per share lagged, strong revenue growth remains the focus for investors. See our latest analysis for Symbotic. Even with Symbotic’s earnings per share coming in below expectations, the stock's momentum has been undeniable. Its 182.5% year-to-date share price return stands out, backed by a 105.6% total return for shareholders over the past...
NYSE:NSA
NYSE:NSASpecialized REITs

National Storage Affiliates Trust (NSA): Evaluating Valuation After $350 Million Joint Venture and Guidance Reaffirmation

National Storage Affiliates Trust (NSA) just reaffirmed its 2025 guidance, shared a cautiously optimistic tone for the year ahead, and rolled out a new $350 million joint venture. This move could boost future acquisitions and growth. See our latest analysis for National Storage Affiliates Trust. Despite a tough year for National Storage Affiliates Trust, recent news such as solid Q3 results, new acquisition strategies, and guidance reaffirmation suggest momentum could be building. While the...
NYSE:RMD
NYSE:RMDMedical Equipment

Should Strong Q1 Results and New Industry Trends Prompt Action From ResMed (RMD) Investors?

ResMed recently reported first-quarter 2026 results showing higher sales of US$1,335.58 million and a net income of US$348.54 million, alongside ongoing share repurchases and an affirmed quarterly dividend of US$0.60 per share. The company’s management indicated that the introduction of new weight loss drugs is expected to expand, rather than reduce, the addressable market for sleep apnea solutions. We’ll review how strong sales and management’s outlook on industry shifts may affect ResMed’s...
NYSE:HESM
NYSE:HESMOil and Gas

Hess Midstream (HESM): Assessing Valuation Following Strong Q3 Results and Dividend Hike

Hess Midstream (HESM) put out a strong third quarter update, showing solid gains in both revenue and net income compared to last year. The company also hiked its full-year earnings guidance, completed a share buyback, and boosted its quarterly dividend. This drew attention from investors focused on ongoing performance and shareholder value. See our latest analysis for Hess Midstream. After a choppy few months for energy stocks, Hess Midstream’s strong results, raised guidance, and generous...
NYSE:SLG
NYSE:SLGOffice REITs

How SL Green’s Q3 Earnings Beat and Manhattan Acquisitions Will Impact Investors (SLG)

SL Green Realty Corp. recently reported a significant third-quarter earnings beat and completed the acquisitions of 346 Madison Avenue and 11 East 44th Street, creating a US$160.0 million development site in Manhattan. This move strengthens SL Green's position in the New York office market and enhances its development pipeline, supporting future growth opportunities in a recovering sector. We'll now examine how SL Green's earnings outperformance and prime acquisitions could shape the...
NasdaqGS:KLIC
NasdaqGS:KLICSemiconductor

What Does Leadership Transition Mean for Kulicke and Soffa Industries’ (KLIC) Management Continuity?

Kulicke and Soffa Industries announced that Dr. Fusen Chen will retire from his roles as CEO, President, and Board member due to health reasons on December 1, 2025, with CFO Lester Wong appointed interim CEO while a search for a permanent successor begins. The transition plan includes Dr. Chen serving as an advisor for a year to support leadership continuity during this period of change. We'll explore how the leadership transition at the CEO level could influence the company's investment...
NasdaqGS:CNOB
NasdaqGS:CNOBBanks

Should Piper Sandler's Upgrade After the FLIC Merger Drive a Rethink for ConnectOne (CNOB) Investors?

Piper Sandler recently upgraded ConnectOne Bancorp, assigning an "Overweight" rating and citing confidence in the company's growth potential and earnings outlook. This analyst endorsement follows ConnectOne Bancorp's completed integration of The First of Long Island Corporation and highlights renewed investor focus on its merger-driven expansion and operational performance. We’ll examine how Piper Sandler’s upgraded rating, which highlights growth potential, could shift the investment...
NasdaqGS:GDRX
NasdaqGS:GDRXHealthcare Services

GoodRx (GDRX): A Fresh Look at Valuation After Recent Share Price Decline

GoodRx Holdings (GDRX) has seen its stock under pressure lately, with a 29% drop over the past month. Investors are considering the company’s performance as they assess how recent trends in the healthcare discount space could impact future results. See our latest analysis for GoodRx Holdings. After a rocky few months, GoodRx Holdings’ downward momentum is hard to ignore. Despite brief rallies, the share price return year-to-date is down nearly 32%, and the one-year total shareholder return...
NasdaqGS:RELY
NasdaqGS:RELYDiversified Financial

Remitly (RELY): Evaluating Valuation After Strong Results and Mixed Forward Outlook Spark Market Shift

Remitly Global (RELY) released its third quarter results and raised guidance for 2025. However, the market focused on signs that revenue growth may slow next year, triggering a sharp drop in the stock price. See our latest analysis for Remitly Global. After rallying for most of the year, Remitly’s share price has tumbled following third-quarter earnings even as revenue grew and guidance was raised. The 7-day share price return currently sits at -20.76%, and the total shareholder return over...
NYSE:VST
NYSE:VSTRenewable Energy

Has Vistra’s Clean Energy Push Created a New Opportunity After a 7.5% Stock Pullback?

Wondering if Vistra is trading at a bargain or if you're showing up to the party late? You're not alone. Today's stock headlines are stirring up even more curiosity about what it's really worth. In just the past year, Vistra has soared 35.4% and boasts an incredible 733.5% return over three years. It has seen a 7.5% dip in the last month after a steady run up. This recent pullback has caught the eye of investors, especially after high-profile news about Vistra's major clean energy...
NasdaqGS:CCOI
NasdaqGS:CCOITelecom

Cogent Communications (CCOI): Assessing Valuation Following Strategic Moves, Improved Margins, and Dividend News

Cogent Communications Holdings (CCOI) released its third quarter results, surprising investors with a narrower loss than expected and progress on operational efficiency. The update also featured new services, asset moves, and a forthcoming dividend. See our latest analysis for Cogent Communications Holdings. Despite Cogent’s progress with cost control and its rollout of new services, shares have struggled, dropping 43% over the past week alone and leaving the one-year total shareholder return...
NYSE:AORT
NYSE:AORTMedical Equipment

How Artivion’s Upgraded 2025 Outlook and Arcevo Trial Launch Will Impact AORT Investors

Artivion, Inc. recently announced an increase in its full-year 2025 earnings guidance following strong third quarter results, with reported revenue for the quarter reaching US$113.39 million and a net income of US$6.5 million after a loss in the prior year period. At the same time, Artivion began treating patients in a pivotal clinical trial for its next-generation Arcevo™ LSA Hybrid Stent Graft System, reflecting ongoing efforts to expand its product pipeline and regulatory reach. We will...
NYSE:ACVA
NYSE:ACVACommercial Services

Can ACV Auctions’ (ACVA) Margin Pressures Reshape Its Long-Term Marketplace Strategy?

ACV Auctions reported its third-quarter 2025 earnings, delivering US$199.56 million in revenue but recording a net loss of US$24.47 million, and issued new guidance for lower-than-expected revenue in the fourth quarter and full year due to challenging retail demand and elevated costs. Despite achieving record revenue and growing marketplace unit volume, ACV Auctions updated its outlook to reflect ongoing pressures in the dealer wholesale market and persistent margin challenges. With...