NYSE:GPN
NYSE:GPNDiversified Financial

Is Surging Genius Adoption and Worldpay Approval Reshaping the Investment Case for Global Payments (GPN)?

Global Payments Inc. reported third-quarter earnings surpassing analyst expectations, with net income climbing to US$635.21 million and the continued strong rollout of its Genius point-of-sale platform across multiple international markets. The company’s progress was underlined by regulatory approval for its Worldpay acquisition and the affirmation of its quarterly dividend, signaling an ongoing transformation into a pure-play merchant solutions provider. We'll explore how the surge in...
NasdaqGS:WFRD
NasdaqGS:WFRDEnergy Services

How Weatherford's MPD Training Alliance With Maersk Training Could Influence WFRD Investors

On October 27, 2025, Weatherford International announced a partnership with Maersk Training to jointly create and commercialize IADC-accredited Managed Pressure Drilling (MPD) training programs, combining advanced simulation technology and industry-leading expertise. This collaboration establishes both companies as the first globally to access all levels of IADC MPD training, aiming to elevate workforce competency and operational standards across the energy sector. We'll explore how this...
NYSE:PFGC
NYSE:PFGCConsumer Retailing

A Look at Performance Food Group’s (PFGC) Valuation After Strong Q1 Growth and Raised Full-Year Guidance

Performance Food Group (PFGC) delivered impressive revenue growth in its first quarter, fueled by recent acquisitions and increased case volumes. The company raised its full-year sales guidance, signaling continued momentum across key business segments. See our latest analysis for Performance Food Group. PFGC’s stock has maintained a healthy upward trend, with a year-to-date share price return of 17.47% and a one-year total shareholder return of 14.84%. Recent volatility has reflected mixed...
NYSE:MNTN
NYSE:MNTNMedia

Why MNTN (MNTN) Is Up After First Profit in Years and Launch of QuickFrame AI

MNTN, Inc. reported its first quarterly profit in four years for the third quarter of 2025, with sales reaching US$70.02 million and net income of US$6.44 million, alongside the launch of QuickFrame AI, an innovative video production platform powered by artificial intelligence. A key insight is the company’s accelerating shift toward small business customers, now representing 15% of revenue, suggesting expanding market reach beyond its traditional base. We'll explore how MNTN's debut of...
NYSE:FBK
NYSE:FBKBanks

FB Financial (FBK): Exploring Valuation as Momentum Shifts After Recent Performance Trends

FB Financial (FBK) shares have shown resilience lately, despite a mix of returns over the past month. Investors are paying close attention to recent performance shifts, looking for clues about future prospects and valuation trends. See our latest analysis for FB Financial. FB Financial’s share price momentum has shifted gears this year, with a solid 90-day price return of 16.7% signaling renewed confidence, even after a recent dip. While its 1-year total shareholder return is flat, long-term...
NasdaqGS:ACIW
NasdaqGS:ACIWSoftware

ACI Worldwide (ACIW): Is the Stock Still Undervalued After Strong Results and a New $500M Buyback?

ACI Worldwide (ACIW) just delivered a strong combination of news: higher revenue and profit for the recent quarter, an upgraded forecast for full-year revenue, plus a new $500 million share buyback plan. These moves are getting investor attention. See our latest analysis for ACI Worldwide. This string of upbeat announcements comes after a notable year for ACI Worldwide. The company recently expanded its payments platform through the acquisition of Payment Components and continued steady...
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: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: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: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: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: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: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: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...
NYSE:JNJ
NYSE:JNJPharmaceuticals

FDA Approvals for DARZALEX FASPRO and CAPLYTA Could Be a Game Changer for Johnson & Johnson (JNJ)

Earlier this week, Johnson & Johnson announced it received U.S. FDA approvals for DARZALEX FASPRO® as a single-agent treatment for high-risk smoldering multiple myeloma and for CAPLYTA as an adjunctive therapy in major depressive disorder. The DARZALEX FASPRO® approval marks the first FDA-authorized therapy for early-stage HR-SMM, and expands Johnson & Johnson's offerings in oncology and psychiatric medicines based on robust Phase 3 trial data. We'll explore how these recent FDA approvals...