NasdaqGS:BRZE
NasdaqGS:BRZESoftware

Assessing Braze (BRZE) Valuation as Investor Optimism Grows After Recent 90-Day Share Price Uptick

Braze (BRZE) stock has attracted interest as investors review its recent performance in the software sector. Shares have seen moderate movement over the past month, which gives traders reason to take a closer look at underlying results. See our latest analysis for Braze. Braze’s share price has had its ups and downs. While the stock is off 37% year-to-date, a recent 90-day share price return of 7.6% hints at some renewed investor optimism. Over the past year, however, total shareholder return...
NasdaqGS:NFE
NasdaqGS:NFEOil and Gas

A Look at New Fortress Energy’s (NFE) Valuation Following Debt Restructuring Plans and Sharp Share Price Rebound

New Fortress Energy (NFE) has drawn attention after it began exploring a UK debt restructuring process as an alternative to bankruptcy, following delays in key projects and pressure from looming debt payments. Shares jumped over 20% in premarket trading, signaling investors’ reaction to the news. See our latest analysis for New Fortress Energy. This debt restructuring move comes after an extremely volatile period for New Fortress Energy, marked by sharp swings and deeply negative returns...
NasdaqGS:AXON
NasdaqGS:AXONAerospace & Defense

Axon Enterprise (AXON) Valuation: Is Recent Share Weakness Creating Opportunity for Long-Term Investors?

Axon Enterprise (AXON) has seen its shares under pressure this past month, falling around 18%. Investors may be wondering what is driving the recent weakness and how it lines up with the company’s long-term growth story. See our latest analysis for Axon Enterprise. While Axon's share price has stumbled recently, down over 17% in the past month and off more than 30% over the last quarter, the longer-term picture looks very different. The company has delivered a stellar 25% total shareholder...
NYSE:WAT
NYSE:WATLife Sciences

Assessing Waters (WAT)'s Valuation After Recent 32% Share Price Surge

Waters (WAT) has been making steady progress lately, and recent performance numbers are catching some attention. Shares climbed 32% over the past 3 months, driven by annual revenue growth and improving profit margins. See our latest analysis for Waters. After a year of uneven total shareholder returns, Waters’ recent momentum stands out. The stock’s 31.99% three-month share price gain signals shifting sentiment and growing optimism, even as its 12-month total return remains modestly...
NasdaqGS:QLYS
NasdaqGS:QLYSSoftware

Qualys (QLYS) Is Up 18.8% After Raising Full-Year Guidance and Appointing Cybersecurity Expert—Has The Bull Case Changed?

Qualys announced past third-quarter 2025 earnings, reporting sales of US$169.88 million and net income of US$50.35 million, with year-over-year growth in both metrics, and raised its full-year guidance for revenue and earnings. The company also appointed cybersecurity leader Bradford L. Brooks to its Board, signaling continued investment in expertise as Qualys pursues platform innovation and expansion. Now, we’ll explore how Qualys’ raised guidance and leadership appointment shape the...
NYSE:LOMA
NYSE:LOMABasic Materials

How Softer Cement Demand and Economic Turmoil at Loma Negra (LOMA) Has Changed Its Investment Story

Loma Negra reported a 12.1% decline in net sales for the third quarter of 2025, largely caused by weaker demand in its cement segment amid ongoing political and economic instability in Argentina. The company responded by issuing a new Class 5 Corporate Bond in July to manage upcoming debt maturities, and management expressed optimism that recent election results could help stabilize the operating environment going forward. We'll examine how softer cement demand and external headwinds now...
NYSE:VRTS
NYSE:VRTSCapital Markets

Does Virtus Investment Partners’ Q3 Earnings Dip Reveal Shifts in Its Profitability Story (VRTS)?

Virtus Investment Partners released its third quarter 2025 financial results, reporting revenue of US$216.39 million and net income of US$31.93 million, both lower compared to the same period last year. Despite the quarterly decline, the company saw higher net income for the first nine months of 2025 compared to the previous year. We'll explore how the third quarter earnings decline informs Virtus Investment Partners' investment narrative going forward. The latest GPUs need a type of rare...
NYSE:TAL
NYSE:TALConsumer Services

The Bull Case For TAL Education Group (TAL) Could Change Following Strong Q2 Earnings and Share Buyback

On October 30, 2025, TAL Education Group reported strong second-quarter results, with sales reaching US$861.35 million and net income at US$124.08 million, alongside completing a share repurchase of 4,195,065 shares for US$134.7 million. The significant year-over-year growth in both revenue and earnings highlights improved operational performance and growing demand for TAL’s educational services. We’ll analyze how TAL’s robust earnings growth and completed buyback shape the company’s updated...
NYSE:SMR
NYSE:SMRElectrical

Why NuScale Power (SMR) Is Down 23.2% After $750 Million Equity Offering and Steep Quarterly Losses

On November 7, 2025, NuScale Power Corporation filed for a follow-on equity offering to raise up to US$750 million through the sale of Class A common stock, shortly after reporting a rise in quarterly revenue to US$8.24 million but a much larger net loss of US$273.32 million for the third quarter. Earlier in the quarter, NuScale affirmed its commitment to exclusive partner ENTRA1 Energy following ENTRA1’s announcement of potential investment of up to US$25 billion under the U.S.-Japan...
NasdaqGS:SFNC
NasdaqGS:SFNCBanks

Simmons First National (SFNC): Evaluating Valuation After Q3 Miss and New Analyst Coverage

Simmons First National (SFNC) reported third-quarter earnings and revenue that came in a bit under market forecasts, as investors weighed the company’s latest financials along with new coverage from a prominent financial institution. See our latest analysis for Simmons First National. Simmons First National’s share price has drifted down 19.6% so far this year, with a 1-year total shareholder return of -26.2%. This reflects persistent caution despite the company’s efforts to sharpen...
NasdaqGS:MGEE
NasdaqGS:MGEEElectric Utilities

How Improved Earnings and a 50th Dividend Increase Will Impact MGE Energy (MGEE) Investors

MGE Energy reported improved earnings for the third quarter and year-to-date period, with sales reaching US$175.68 million and net income rising to US$44.5 million in the third quarter compared to the previous year. The company continued its track record of shareholder returns, marking its 50th consecutive year of dividend increases and announcing a 5.6% rise in its quarterly payout. We’ll explore how consistent dividend growth shapes MGE Energy’s investment narrative in light of its latest...
NYSE:BRSL
NYSE:BRSLHospitality

How Investors Are Reacting To Brightstar Lottery (BRSL) Revenue Surge, Dividend Hike, and 2025 Outlook

On November 4, 2025, Brightstar Lottery PLC reported strong third quarter results with revenue rising to US$629 million and net income surging to US$117 million, announced a medium-term revenue target of US$2.75 billion for 2028, and increased its quarterly dividend by 10% to US$0.22 per share. A key highlight is Brightstar's reaffirmation of its 2025 earnings guidance despite a challenging contract transition in the UK, supported by growth in the US and Italy as well as new product...
NYSE:CSR
NYSE:CSRResidential REITs

What Centerspace (CSR)'s Q3 Profit Rebound and Portfolio Moves Mean For Shareholders

On November 3, 2025, Centerspace reported a third-quarter profit turnaround with revenue rising to US$71.4 million and net income of US$53.89 million, supported by acquisitions in Colorado and portfolio optimization through property sales in Minnesota. Despite this strong quarter, the company revised its full-year guidance downward, citing lower expected net income per share and a narrower same-store revenue growth range. We’ll now explore how Centerspace’s shift from losses to profitability...
NasdaqGM:NPCE
NasdaqGM:NPCEMedical Equipment

Can Improving Sales and Narrowing Losses Give NeuroPace (NPCE) a Sustainable Competitive Edge?

NeuroPace, Inc. recently reported earnings for the third quarter and nine months ended September 30, 2025, highlighting third-quarter sales of US$27.35 million and a net loss of US$3.5 million, both reflecting improvement over the previous year. The company also reduced its basic loss per share and continued to increase total sales year-to-date, indicating ongoing progress in narrowing losses while expanding revenue. We'll examine how NeuroPace's stronger sales growth and reduced losses may...
NYSE:CAAP
NYSE:CAAPInfrastructure

What Corporación América Airports (CAAP)'s Baghdad International Airport Win Means for Shareholders

Corporación América Airports S.A. recently announced that its consortium with Amwaj International for Real-Estate Investments Co. Ltd. was awarded the operating agreement for Baghdad International Airport by the Government of Iraq, following a competitive international tender supervised by the IFC. This development opens a significant entry into the Middle Eastern market, reflecting the company's ongoing efforts to expand its global airport concession portfolio. We’ll examine how the award...
NasdaqGS:FWON.K
NasdaqGS:FWON.KEntertainment

Formula One Group (FWON.K): Valuation Insights Following Q3 Growth, Apple Deal, and MotoGP Acquisition

Formula One Group (FWON.K) just released its third quarter earnings, showing impressive jumps in sales and revenue. Strategic moves such as renewed race agreements, a broadcast deal with Apple, and the MotoGP acquisition are shaping investor attention right now. See our latest analysis for Formula One Group. All this deal-making appears to be resonating with investors, as Formula One Group’s share price has climbed 12.1% year-to-date and delivered a 28.2% total shareholder return over the...
NYSE:PRO
NYSE:PROSoftware

A Fresh Look at PROS Holdings (PRO) Valuation Following Recent Share Price Momentum

PROS Holdings (PRO) has recently caught the attention of investors, with shares reflecting modest movement in the past month. Although no major corporate developments have emerged, its steady revenue growth and performance metrics give it an intriguing profile. See our latest analysis for PROS Holdings. PROS Holdings has staged a remarkable rebound lately, with the share price surging nearly 58% over the past three months. That momentum is in sharp contrast to a muted total shareholder return...
NYSE:BK
NYSE:BKCapital Markets

A Look at Bank of New York Mellon’s (BK) Valuation Following WisdomTree Digital Assets Partnership

Bank of New York Mellon (BK) is expanding its position in digital finance with a new partnership. WisdomTree Inc. has selected the company to provide core banking-as-a-service for its retail platform focused on tokenized assets and cryptocurrency. See our latest analysis for Bank of New York Mellon. This digital assets milestone arrives while Bank of New York Mellon's share price has enjoyed serious momentum, climbing 40% year-to-date and fueling a hefty 42.7% total return over the past year...
NasdaqGS:CRDO
NasdaqGS:CRDOSemiconductor

Credo Technology Group (CRDO): Evaluating Valuation Following Weaver’s Launch Targeting AI Memory Bottlenecks

Credo Technology Group Holding (CRDO) just introduced Weaver, a new solution aimed squarely at one of the biggest headaches for AI hardware designers: boosting memory bandwidth and scalability in data centers. This move is grabbing attention as AI infrastructure evolves. See our latest analysis for Credo Technology Group Holding. Credo Technology Group Holding’s year has been nothing short of remarkable, with momentum accelerating as its total shareholder return has soared 246% over the past...
NYSE:AZO
NYSE:AZOSpecialty Retail

Is AutoZone's (AZO) Revenue Growth Amid EPS Pressure Signaling a Shift in Investor Priorities?

Recently, AutoZone's stock outperformed its sector even as analysts projected a slight quarterly earnings per share decline but higher revenue compared to the prior year. This contrast suggests that investors may be recognizing AutoZone’s ability to grow sales in a challenging market, despite near-term profit pressures. We will explore how AutoZone’s resilience in revenue growth, despite lower EPS projections, could shape its broader investment outlook. We've found 17 US stocks that are...
NYSE:BCO
NYSE:BCOCommercial Services

How Record Operating Margins and Recurring Revenue May Shift Brink's (BCO) Profit Growth Outlook

The Brink's Company recently reported its third quarter 2025 results, posting revenue of US$1.34 billion and net income of US$36.3 million, along with fresh guidance forecasting fourth quarter revenue between US$1.33 billion and US$1.38 billion. An interesting detail is that Brink’s achieved record operating margins in the quarter, driven by rapid growth in its high-margin, recurring ATM Managed Services and Digital Retail Solutions segments, which now make up over a quarter of total...