NYSE:LLY
NYSE:LLYPharmaceuticals

Is Now the Time to Reassess Eli Lilly After 30.8% YTD Surge?

If you’re wondering whether Eli Lilly is a good buy at its current price, you’re not alone; everyone wants to know if there’s still value left after such a run-up. Recently, shares have taken off, climbing 9.9% in the past week, 24.2% over the past month, and boasting an impressive 30.8% gain year-to-date. Driving this positive momentum, investors have been reacting to Eli Lilly’s regulatory wins and strong demand for its new obesity and diabetes treatments, which have dominated medical...
NasdaqGM:ARRY
NasdaqGM:ARRYElectrical

Array Technologies (ARRY): Assessing Valuation Following a Strong Turnaround and Upbeat Analyst Upgrades

Array Technologies (ARRY) delivered a strong earnings report for the third quarter, posting a large jump in both revenue and net income compared to last year. This turnaround in financial results caught the attention of analysts and investors alike. See our latest analysis for Array Technologies. The strong quarterly report and guidance upgrade for Array Technologies triggered a wave of analyst upgrades and positive market sentiment, sending the share price up sharply in recent weeks. While...
NasdaqGS:SYRE
NasdaqGS:SYREBiotechs

Will Positive Phase 1 SPY003 Data and Narrowed Losses Reshape Spyre Therapeutics' (SYRE) Narrative?

On November 4, 2025, Spyre Therapeutics announced positive interim Phase 1 results for SPY003, its investigational antibody targeting the p19 subunit of IL-23 for inflammatory bowel disease, alongside third quarter earnings showing a net loss of US$11.18 million, down from US$69.03 million the prior year. The company’s update outlined SPY003’s safety and prolonged pharmacokinetics, highlighting plans for advancement into Phase 2 studies and its ambition to set a new standard of care for...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

Does Texas Instruments’ (TXN) Cautious Outlook Reveal Challenges to Its Long-Term Competitive Edge?

In recent days, Texas Instruments reported third-quarter results showing revenue growth across all major end markets but offered a cautious outlook reflecting slower demand recovery, ongoing inventory correction, and potential tariff impacts. This mixed messaging, resilient operational performance amid analyst downgrades and uncertainty, highlights ongoing tensions between near-term headwinds and the company's longer-term competitive strengths. We’ll explore how Texas Instruments’ cautious...
NYSE:KD
NYSE:KDIT

How Dow Collaboration Expansion and Share Buybacks Will Impact Kyndryl Holdings (KD) Investors

Earlier this month, Dow announced an expanded collaboration with Kyndryl to modernize Dow's technology infrastructure using AI and automation, further deepening a nearly 20-year partnership. This expansion, alongside Kyndryl's recent turnaround to profitability, reinforced management's confidence, highlighted by a US$400 million increase in share buyback authorization. Now, we'll consider how the Dow collaboration and increased buybacks could reshape Kyndryl's growth and profitability...
NYSE:AMBP
NYSE:AMBPPackaging

The Bull Case For Ardagh Metal Packaging (AMBP) Could Change Following Major Board Overhaul and Leadership Shakeup

Ardagh Metal Packaging S.A. announced substantial leadership changes, with Mark Porto appointed as Executive Chairman and significant board resignations, including long-serving directors such as Paul Coulson. The extensive overhaul of Ardagh's board marks a rare shift at the highest levels of governance, signaling a potential new corporate direction that stands out in the highly stable packaging sector. We'll examine how this high-profile leadership transition could influence Ardagh Metal...
NasdaqGS:POWL
NasdaqGS:POWLElectrical

Powell Industries (POWL): Evaluating Current Valuation After Strong Share Price Surge

Powell Industries (POWL) has seen its stock rise 13% over the past month, attracting renewed interest from investors. Recent performance is catching attention as many are evaluating the company’s outlook within the capital goods sector. See our latest analysis for Powell Industries. Momentum around Powell Industries is building, with a 12.73% 1-month share price return and the stock now up more than 55% year-to-date. While short-term moves have been volatile, the company’s three- and...
NYSE:BAP
NYSE:BAPBanks

Assessing Credicorp's (NYSE:BAP) Valuation After Recent Momentum and Market Interest

Credicorp (NYSE:BAP) shares have seen some modest moves recently, drawing attention from investors who are watching for what might come next. The stock’s trajectory over the past month has piqued interest because of its steady performance. See our latest analysis for Credicorp. Crecicorp's share price has quietly built momentum this year, with a 42.7% return since January highlighting investors’ increased confidence. Over the last twelve months, total shareholder return stands at 48%, and...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

Will BWX Technologies' (BWXT) $1.1B Convertible Debt Fuel a New Growth Era?

In early November 2025, BWX Technologies completed a US$1.1 billion zero coupon convertible note offering and reported strong third-quarter results, including higher sales and net income while raising its full-year revenue guidance. The completion of this significant financing, combined with new long-term government contracts and earnings momentum, enhances the company’s flexibility for growth or strategic initiatives. We’ll examine how BWX Technologies’ sizeable convertible debt offering...
NYSE:BIP
NYSE:BIPIntegrated Utilities

Brookfield Infrastructure Partners (NYSE:BIP): Valuation Perspectives After Strong Q3 Results and Portfolio Expansion

Brookfield Infrastructure Partners (NYSE:BIP) just announced a strong Q3 2025, reporting a 9% increase in funds from operations and raising its distribution by 6% compared to last year. The company also completed over $1.5 billion in new investments and executed key asset sales to support its self-funded model. See our latest analysis for Brookfield Infrastructure Partners. Brookfield Infrastructure Partners has gained solid traction this year, with its share price rising 19.8% over the past...
NYSE:TREX
NYSE:TREXBuilding

Trex Company (TREX): Assessing Valuation After Q3 Miss, Flat 2025 Outlook, and Legal Scrutiny

Trex Company (TREX) is facing a challenging period after releasing third-quarter results that trailed expectations and revising its 2025 sales guidance to flat. The company cited reduced channel partner inventories and softer demand as key factors. See our latest analysis for Trex Company. Trex shares have faced a steep setback recently, with a 1-month share price return of -35.7% and a year-to-date loss of over 51%. Investors are reacting to the company’s flat sales outlook, analyst...
NYSE:CNMD
NYSE:CNMDMedical Equipment

Is CONMED (CNMD) Undervalued? A Fresh Look at Its Valuation and Growth Outlook

CONMED (CNMD) shares have seen some movement recently, and investors may be wondering what is driving the action. The stock has been trending lower over the past month, even though the company has reported healthy annual revenue and income growth. See our latest analysis for CONMED. Despite steady improvements in revenue and net income, CONMED’s share price has struggled, with a year-to-date share price return of -35.32% and a one-year total shareholder return of -41.62%. This suggests fading...
NYSE:GNL
NYSE:GNLREITs

Global Net Lease (GNL): Evaluating Valuation After $300 Million Equity Offering and Recent Financial Developments

Global Net Lease, Inc. drew investor attention after announcing a $300 million follow-on equity offering. This move follows the company's recent report of persistent quarterly net losses and softer revenue figures for the third quarter. See our latest analysis for Global Net Lease. These moves come after a stretch of portfolio streamlining and a noteworthy credit rating upgrade, signaling progress on debt reduction and financial stability. While the latest share price sits at $7.80, momentum...
NYSE:SPGI
NYSE:SPGICapital Markets

How S&P Global’s Fintech Acquisitions Are Shaping Its Value in 2025

Wondering if S&P Global is currently a deal, overpriced, or maybe even overlooked? You are not alone, and we are about to break down what really matters for investors looking at this giant in financial data and analytics. In the past month the stock climbed 3.4%, though it still trails over the past year with a total return of -2.1%. This serves as a reminder that even industry leaders have their ups and downs. Much of the recent action comes as S&P Global continues to close strategic...
NasdaqCM:HNRG
NasdaqCM:HNRGRenewable Energy

A Closer Look at Hallador Energy (HNRG) Valuation After Strong Q3 Results and Expansion Plans

Hallador Energy (HNRG) delivered a standout third-quarter update, reporting big gains in both revenue and net income as energy demand spiked and coal and electric sales climbed. Favorable natural gas prices also contributed to the momentum. See our latest analysis for Hallador Energy. After its upbeat third-quarter earnings report and plans to expand capacity, Hallador Energy’s share price reflected renewed optimism, climbing over 8% in the past month and delivering a year-to-date share price...
NYSE:FG
NYSE:FGInsurance

Assessing F&G Annuities & Life's Valuation Following Dividend Hike and Return to Profitability

F&G Annuities & Life (FG) announced a significant 14% increase to its quarterly cash dividend, along with a return to quarterly profitability and higher revenue. These developments are likely to catch investors' attention this quarter. See our latest analysis for F&G Annuities & Life. The combination of higher quarterly profits and a generous dividend hike has lifted sentiment around F&G Annuities & Life. The shares notched a robust 11.3% gain over the past week and a 15.1% share price return...
NYSE:BFH
NYSE:BFHConsumer Finance

A Closer Look at Bread Financial Holdings (BFH) Valuation Following Strong Q3 Earnings, Dividend Boost, and Buyback Expansion

Bread Financial Holdings (BFH) delivered a mix of upbeat news this quarter, reporting stronger-than-expected earnings along with higher net income. The company declared a 10% dividend increase and expanded its share repurchase plan by $200 million. See our latest analysis for Bread Financial Holdings. Bread Financial Holdings’ recent share price momentum has caught the market’s attention, with a notable 13.4% return over the past month. While the company’s dividend hike and share repurchase...
NasdaqGM:APGE
NasdaqGM:APGEBiotechs

Apogee Therapeutics (APGE) Is Up 13.8% After Promising APG333 Phase 1 Data Release Has The Bull Case Changed?

Earlier this month, Apogee Therapeutics announced positive interim Phase 1 results for APG333, showing it was well tolerated in healthy volunteers and supporting potential for 3- and 6-month dosing intervals based on a half-life of approximately 55 days. This milestone highlights Apogee's advancement in antibody engineering aimed at treating immunology and inflammation conditions that remain underserved in the market. Next, we'll explore how promising early data for APG333 shapes Apogee...
NYSE:PEG
NYSE:PEGIntegrated Utilities

Will Strong Q3 Results and Upgraded Outlook Change Public Service Enterprise Group's (PEG) Growth Narrative?

Public Service Enterprise Group reported third quarter earnings for the period ended September 30, 2025, posting revenues of US$3.23 billion and net income of US$622 million, both higher compared to the same period last year. The company’s earnings per share and revenue both surpassed expectations, prompting a major analyst to upgrade its outlook shortly after the results were released. We'll explore how these stronger-than-expected earnings may influence Public Service Enterprise Group’s...