NasdaqGS:TENB
NasdaqGS:TENBSoftware

Tenable Holdings (TENB): Evaluating Valuation Following Q3 Profitability and Updated Growth Guidance

Tenable Holdings (TENB) released its third-quarter earnings, which included higher sales and a swing to profitability for the quarter. The company also issued updated guidance for the next quarter and the year. See our latest analysis for Tenable Holdings. After last week’s earnings beat and fresh guidance, momentum around Tenable Holdings is still uncertain. The stock’s 1-year total shareholder return stands at -33.8%, and the latest $27.67 share price leaves it well off prior highs...
NYSE:TXT
NYSE:TXTAerospace & Defense

Textron (TXT): Assessing Valuation After Recent Share Price Gains and Growth Momentum

Textron (TXT) shares have edged up over the past week, continuing a steady month-long climb. Investors seem interested in the company’s consistent annual growth in both revenue and net income, even as year-to-date gains moderate. See our latest analysis for Textron. Textron’s gradual lift in share price lately is a welcome sign for investors, even as total shareholder return over the past year remains negative. With momentum picking up and multi-year total returns still strong, the recent...
NYSE:NEU
NYSE:NEUChemicals

How NewMarket's (NEU) Dividend Increase Amid Weaker Earnings Has Changed Its Investment Story

NewMarket Corporation recently reported third-quarter 2025 results, with sales declining to US$690.31 million and net income at US$100.27 million, while simultaneously announcing a 9% increase in its quarterly dividend to US$3.00 per share. This decision to boost dividends despite lower earnings highlights management's ongoing confidence in the company’s financial strength and commitment to shareholder returns. We'll explore how NewMarket’s higher dividend payout, set against softer...
NasdaqGS:HURN
NasdaqGS:HURNProfessional Services

Huron Consulting Group (HURN): Exploring Valuation After Earnings Beat and Strategic Healthcare Acquisition

Huron Consulting Group (HURN) delivered third quarter results that topped expectations, giving investors positive momentum. The company also broadened its healthcare footprint by acquiring AXIOM Systems' payor consulting services division. See our latest analysis for Huron Consulting Group. Positive earnings and acquisition news have helped Huron Consulting Group build real momentum, with a 14.3% one-month share price return and a standout 34.4% gain year-to-date. The company’s one-year total...
NYSE:CBZ
NYSE:CBZProfessional Services

Can CBIZ's (CBZ) Recent Profit Trend Reshape Its Long-Term Growth Narrative?

CBIZ, Inc. announced third quarter 2025 results, reporting sales of US$693.82 million and net income of US$30.15 million, with year-to-date sales reaching US$2.22 billion and net income at US$194.86 million as of September 30, 2025. The client announcement that Applied Digital Corporation ratified CBIZ CPAs P.C. as its independent registered public accounting firm for the next fiscal year reflects ongoing trust in CBIZ's professional services. We'll examine how CBIZ's strong revenue growth...
NYSE:STAG
NYSE:STAGIndustrial REITs

Does Rising Acquisitions and Earnings Momentum Shift the Long-Term Outlook for STAG Industrial (STAG)?

STAG Industrial recently reported third-quarter 2025 earnings, highlighting a revenue increase to US$211.12 million and net income of US$48.64 million, both up from the same period last year. The company also indicated a heightened pace of acquisitions, with management expressing optimism about capital deployment as more sellers seek to complete transactions before year-end. We'll explore how the recent upswing in acquisition activity could influence STAG Industrial's long-term growth...
NYSE:BXMT
NYSE:BXMTMortgage REITs

Blackstone Mortgage Trust (BXMT): Valuation Insights After Profitable Quarter and Share Buyback Completion

Blackstone Mortgage Trust delivered a strong turnaround in the third quarter, swinging back into profit after last year’s losses. The company also wrapped up a sizable share buyback program, which reinforces its commitment to shareholders. See our latest analysis for Blackstone Mortgage Trust. Blackstone Mortgage Trust’s notable swing to profitability and decisive share buyback appear to have boosted investor confidence, with the stock delivering a 7.2% total shareholder return over the past...
NasdaqGM:KYMR
NasdaqGM:KYMRBiotechs

Kymera Therapeutics (KYMR): Evaluating Valuation Following Clinical Progress, Preclinical Data, and Expanded Partnerships

Kymera Therapeutics (KYMR) is gaining attention after completing enrollment and dosing in its KT-621 Phase 1b trial for atopic dermatitis. The company has also initiated a global Phase 2b trial and unveiled new preclinical data. See our latest analysis for Kymera Therapeutics. Kymera’s stock has surged more than 55% over the past 90 days, with a 43% year-to-date share price return. This reflects growing optimism around its clinical breakthroughs and strategic partnerships. Despite volatility,...
NYSE:WFC
NYSE:WFCBanks

Is Now a Good Time to Reevaluate Wells Fargo After 22.6% Rally in 2024?

Wondering if Wells Fargo is a bargain, overpriced, or somewhere in between? Let’s dig into what really drives the value behind this major bank stock. Wells Fargo’s shares are up 22.6% so far this year and an impressive 25.5% over the last twelve months, with just a slight dip of 1.1% this past week. This hints at some ongoing volatility. Recent headlines spotlight Wells Fargo’s continued efforts to diversify its revenue streams and further streamline operations. These developments coincide...
NYSE:NIC
NYSE:NICBanks

What Nicolet Bankshares (NIC)'s CEO Extension and Insider Buying Reveal About Its Long-Term Vision

Nicolet Bankshares recently announced that Chairman, President, and CEO Mike Daniels will remain at the helm through 2030, receiving an equity award of up to 90,000 shares, while director Christopher J. Ghidorzi purchased additional company stock and a quarterly cash dividend of $0.32 per share was declared for September 2025. These developments underscore continuity in leadership and insider confidence, alongside the company’s continued emphasis on shareholder returns via dividend...
NasdaqGS:UAL
NasdaqGS:UALAirlines

A Look at United Airlines (UAL) Valuation Following FAA-Grounded Flight Cancellations and Operational Disruption

United Airlines Holdings (UAL) has been forced to cancel around 510 flights over the weekend following a directive from the Federal Aviation Administration. This move comes after the FAA issued a ground stop at Harry Reid International Airport because of staffing shortages caused by the ongoing U.S. government shutdown. See our latest analysis for United Airlines Holdings. United Airlines has faced its share of turbulence lately, with operational disruption adding pressure. Yet the stock has...
NYSE:WAB
NYSE:WABMachinery

Is Ongoing Insider Selling at Wabtec (WAB) Casting New Light on Its Operational Momentum?

Earlier this month, Westinghouse Air Brake Technologies President & CEO Rafael Santana sold 3,596 shares after the company reported third-quarter earnings of US$2.32 per share on revenue of US$2.9 billion, with strong contributions from both the Freight and Transit segments as well as recent acquisitions. An interesting point is that despite a year of robust operational results and international orders, insider sales by top executives have continued, with no reported insider purchases over...
NasdaqGS:ENTG
NasdaqGS:ENTGSemiconductor

Can Entegris’ (ENTG) New Colorado Facility Shift the Margin Equation for Its Chip Business?

Entegris recently celebrated the grand opening of its Colorado Springs Manufacturing Center of Excellence, a 135,000-square-foot facility enhancing production capacity for advanced semiconductor filtration products and wafer carriers, supported by US$100 million in local and federal incentives. This expansion marks the return of FOUP manufacturing to the U.S. and underscores Entegris’ efforts to build a skilled regional workforce and meet evolving chip industry needs amid ongoing margin...
NYSE:WCN
NYSE:WCNCommercial Services

Reassessing Waste Connections (WCN) Valuation: Is There Opportunity Beyond Recent Market Trends?

Waste Connections (WCN) has continued to trade in line with broader market trends, recently closing at $166.18. The company has posted strong annual revenue and net income growth, drawing ongoing interest from investors who are watching the waste management sector. See our latest analysis for Waste Connections. Over the past year, Waste Connections has seen a total shareholder return of -9.7%, in contrast to its longer-term record of solid gains. The company posted a 3-year total shareholder...
NasdaqGS:PLPC
NasdaqGS:PLPCElectrical

A Fresh Look at Preformed Line Products (PLPC) Valuation After Quarterly Profit Drop and Strong Sales Growth

Preformed Line Products (PLPC) just released third quarter results, revealing a jump in sales compared to last year. However, a sharp drop in net income for the quarter has caught investors’ attention. See our latest analysis for Preformed Line Products. Despite the dip in quarterly profits, Preformed Line Products' share price momentum has remained strong. The stock has notched a 63.25% year-to-date price return and reached $209.66, fueled by robust sales growth and a three-year total...
NasdaqGS:JAZZ
NasdaqGS:JAZZPharmaceuticals

Is Jazz Pharmaceuticals a Bargain After Product Launches and a 5% Weekly Dip?

Wondering if Jazz Pharmaceuticals might be a hidden gem or overpriced? You are not alone, and figuring out whether it is trading below its true value can be surprisingly straightforward once you know what to look for. The stock has seen a 6.0% gain so far this year and is up 3.2% over the last 12 months, but with a recent dip of 5.2% in the past week, some investors are re-evaluating what is driving these swings. In the past few months, Jazz Pharmaceuticals has garnered headlines thanks to...
NasdaqGS:GLNG
NasdaqGS:GLNGOil and Gas

Golar LNG (NasdaqGS:GLNG): Exploring Valuation After Recent Share Price Weakness

Golar LNG (NasdaqGS:GLNG) shares have slipped over the past week, experiencing a bit of pressure in a market that has seen shifting sentiment across energy stocks. Investors are likely watching for clues about what might prompt a turnaround. See our latest analysis for Golar LNG. Golar LNG’s share price has softened recently, adding to a subdued trend since the start of the year, but that comes after a period of strong longer-term performance. Its total shareholder return is up nearly 66%...
NasdaqGS:KMB
NasdaqGS:KMBHousehold Products

Kimberly-Clark (KMB): Exploring Valuation After Recent Share Price Weakness

Kimberly-Clark (KMB) stock has had a mixed run lately, recently slipping over the past month without any specific event driving the decline. Investors are taking a closer look at its valuation and business fundamentals as the company navigates market shifts. See our latest analysis for Kimberly-Clark. Kimberly-Clark’s recent 30-day share price return of -13.15% stands in sharp contrast to its more moderate 1-year total shareholder return of -19.14%. This highlights that momentum has clearly...
NYSE:MC
NYSE:MCCapital Markets

Moelis (MC): Assessing Valuation After Strong Q3 Earnings and M&A Advisory Momentum

Moelis (MC) delivered impressive third quarter earnings, with net income rising sharply compared to last year. This performance reflects stronger merger and acquisition activity, as well as steady momentum in its capital markets advisory business. See our latest analysis for Moelis. Despite a challenging year for financials, Moelis’ share price recently regained some ground, driven by strong quarterly results and shareholder-friendly moves such as its latest dividend and buyback. However, the...
NYSE:EG
NYSE:EGInsurance

What Everest Group (EG)'s Retail Insurance Sale and Reinsurance Shift Mean for Shareholders

Everest Group, Ltd. recently announced the sale of renewal rights for its Global Retail Commercial Insurance business to AIG, alongside a new US$1.2 billion adverse development reinsurance agreement supported by Longtail Re, and the declaration of a US$2.00 per share dividend for shareholders of record as of November 26, 2025. These actions significantly shift Everest’s business focus towards reinsurance and specialty lines, heightening its exposure to core risk markets while also addressing...
NasdaqGS:CRTO
NasdaqGS:CRTOMedia

Will Criteo’s (CRTO) AI-Powered Integration With Xnurta Strengthen Its Retail Media Competitive Edge?

Recently, Xnurta announced the integration of Criteo's Retail Media API, enabling advertisers to create, manage, and optimize campaigns across Criteo’s 225 retail networks using Xnurta’s unified AI-powered platform. This integration provides advertisers with comprehensive reporting and advanced automation directly within Xnurta, expanding Criteo’s exposure to AI-driven advertising and making campaign management more seamless across major retail networks. We'll examine how the expanded AI...
NYSE:BOH
NYSE:BOHBanks

Is Bank of Hawaii's Improved Profitability and Completed Buyback Changing the Investment Case for BOH?

Bank of Hawaii Corporation reported higher net interest income and net income for the third quarter ended September 30, 2025, alongside a quarterly cash dividend affirmation and disclosure of stable loan charge-offs during the period. An interesting detail is that the bank completed a share repurchase program dating back to 2011, having repurchased over 10.79 million shares for US$695.67 million, representing nearly one-quarter of its shares under that plan. We’ll examine how improved...
NasdaqGS:CASH
NasdaqGS:CASHBanks

How Will Pathward’s Upstart Partnership Shape Its Digital Growth and Partnership Strategy for CASH Investors?

Pathward Financial recently announced a partnership with Upstart to offer personal loans through Upstart’s lending marketplace, expanding its consumer lending presence. This collaboration highlights Pathward’s focus on financial inclusion by leveraging technology and partnerships to broaden access to innovative financial products for individuals and businesses. Now, we’ll explore how this expansion into personal loans through Upstart may influence Pathward’s broader digital growth and...
NasdaqGS:POOL
NasdaqGS:POOLRetail Distributors

Assessing Pool Corp (POOL) Valuation After Recent Share Price Uptick

Pool (POOL) shares finished slightly higher today, adding around 1% after several weeks of declines. Investors are watching to see whether the stock might rebound after losing about 24% since the start of the year. See our latest analysis for Pool. After a tough stretch this year, Pool’s share price is showing early signs of life. Today’s uptick follows a month-long slide and a year-to-date share price return of -24%. Although its one-year total shareholder return is down over 31%, momentum...