NYSE:ENS
NYSE:ENSElectrical

EnerSys (ENS): Examining Valuation After Recent Share Price Surge

EnerSys (ENS) shares have been quietly trending higher, gaining over 15% in the past month and nearly 38% over the past 3 months. Investors are taking note as the company posts steady revenue and net income growth. See our latest analysis for EnerSys. Momentum has really picked up for EnerSys lately, with the share price climbing over 43% year-to-date and delivering a total shareholder return of 36.8% over the past year. This kind of run suggests investors are seeing renewed growth potential...
NasdaqGS:LECO
NasdaqGS:LECOMachinery

Strong Earnings and Completed Buybacks Might Change the Case for Investing in Lincoln Electric (LECO)

In the past week, Lincoln Electric Holdings reported third quarter 2025 earnings with sales of US$1,061.23 million and net income of US$122.63 million, both higher than the prior year, and announced the completion of a share repurchase program, having bought back a total of 4,692,047 shares since February 2020 for US$862.22 million. The combination of increased earnings and steady share buybacks highlights the company's continued focus on returning value to shareholders through both...
NasdaqGS:SYRE
NasdaqGS:SYREBiotechs

Assessing Spyre Therapeutics (SYRE) Valuation After Recent Share Price Rebound

Spyre Therapeutics (SYRE) shares are showing a bit of movement lately, with the stock gaining nearly 1% on the day. Over the past month, SYRE has climbed 27%, despite some longer-term volatility. This continues to draw the attention of investors. See our latest analysis for Spyre Therapeutics. Despite a steep 1-year total shareholder return of -43.1%, momentum has been shifting lately. Spyre Therapeutics notched a 27.4% gain in its 30-day share price return and a notable 48.6% rise over the...
NYSE:AR
NYSE:AROil and Gas

Why Antero Resources (AR) Is Up 8.9% After Returning to Profit and Completing Share Buyback

Antero Resources reported third quarter 2025 results showing US$1.21 billion in revenue and US$76.18 million in net income, compared to losses the previous year, and completed the repurchase of 31,749,955 shares under its buyback program announced in 2022. This shift from a net loss to profitability, combined with the conclusion of a substantial share repurchase initiative, highlights improved operational performance and capital allocation discipline. We’ll explore how this return to...
NYSE:XYZ
NYSE:XYZDiversified Financial

Is Block (XYZ) Signaling a New Phase of Growth with Its Buyback and Rising Profits?

Block, Inc. reported its third quarter 2025 results on November 6, posting revenue of US$6.11 billion and net income of US$461.54 million, both increasing from the previous year, along with an active buyback that saw 5.34 million shares repurchased for US$403.03 million during the quarter. This combination of higher earnings and a substantial share buyback highlights management's confidence and a focus on delivering increased value to shareholders. We'll explore how Block's strong quarterly...
NasdaqGS:APP
NasdaqGS:APPSoftware

Is It Too Late to Jump Into AppLovin After an 81% Rally in 2025?

Thinking about jumping into AppLovin, or not sure if the big run-up means you've missed out? Let's take a closer look at whether you should be excited, cautious, or both. The stock has rocketed higher this year, up a staggering 81.4% year to date and an incredible 113.8% over the last 12 months. However, it has pulled back slightly in the last week and month. Investors have been especially interested recently as AppLovin has made headlines for its bold moves in the advertising technology...
NasdaqGS:HOOD
NasdaqGS:HOODCapital Markets

Does Robinhood’s Recent Expansion into New Markets Justify Its Soaring Share Price?

Ever wondered if Robinhood Markets is actually as good a deal as its hype suggests? Let’s break down what’s really happening with the stock’s value. The stock may have slipped recently, dropping 11.2% in the last 7 days and 13.6% over the past month. These dips come after an eye-popping 230.5% gain year to date and a massive 326.9% surge over the last 12 months. These sharp moves have played out against a backdrop of ongoing news about Robinhood’s product expansions and regulatory...
NYSE:TKO
NYSE:TKOEntertainment

How Investors Are Reacting To TKO Group Holdings (TKO) Raising Guidance Despite Lower Quarterly Sales

On November 5, 2025, TKO Group Holdings reported third quarter 2025 results with net income rising to US$41.01 million while sales fell year-over-year to US$1.12 billion, and the company raised its full-year revenue guidance to US$4.69 billion–US$4.72 billion. Despite lower quarterly sales, TKO achieved substantial improvements in profitability, marking a significant turnaround from a net loss position in the prior nine-month period. We'll look at how TKO's raised full-year revenue outlook...
NasdaqGS:CNXN
NasdaqGS:CNXNElectronic

PC Connection (CNXN): Evaluating Valuation Following Q3 Results, Dividend Commitment, Buybacks, and M&A Updates

PC Connection (CNXN) attracted investor interest after delivering several updates. These included its third quarter earnings report, a continued dividend commitment, progress on share buybacks, and an ongoing search for strategic acquisitions. See our latest analysis for PC Connection. Despite the steady drumbeat of news, including ongoing buybacks, a maintained dividend, and active M&A scouting, PC Connection’s share price has struggled to gain momentum, slipping over 15% year-to-date. The...
NasdaqGS:PAA
NasdaqGS:PAAOil and Gas

How Earnings Beat and Portfolio Shakeup at Plains All American Pipeline (PAA) Have Changed Its Investment Story

Plains All American Pipeline, L.P. reported third-quarter 2025 earnings that exceeded analyst expectations, with adjusted net income rising to US$441 million on sales of US$11.58 billion, despite a 7.1% revenue decline compared to the prior year. The company also completed the full acquisition of EPIC Crude Holdings and announced plans to sell its Canadian NGL business, marking a sharp refocus on higher-return U.S. crude oil assets and operational streamlining. We’ll explore how this...
NasdaqGS:KC
NasdaqGS:KCIT

Kingsoft Cloud (KC) Is Down 7.8% After Announcing Major Share Issuance to Bolster Financial Position

On November 6, 2025, Kingsoft Cloud Holdings announced an increase of 338 million in its issued shares as part of measures aimed at strengthening the company’s financial position and market presence. This move, combined with an earnings call outlook spotlighting AI and ecosystem partnership-driven revenue growth amid ongoing profitability challenges, highlights the company’s evolving approach to growth and operational resilience. We'll explore how Kingsoft Cloud Holdings' substantial share...
NYSE:QSR
NYSE:QSRHospitality

A Look at Restaurant Brands International's (NYSE:QSR) Valuation After Strong Q3 Results and Recent Acquisitions

Restaurant Brands International (NYSE:QSR) just released third-quarter results reflecting increased revenue and net income, driven by recent acquisitions as well as strong sales growth at its Tim Hortons Canada and international divisions. See our latest analysis for Restaurant Brands International. It has been a busy stretch for Restaurant Brands International, with recent leadership changes and completed acquisitions helping fuel the company’s growth narrative. Despite broader market...
NasdaqGS:ADP
NasdaqGS:ADPProfessional Services

A Fresh Look at ADP’s Valuation After Recent Share Price Dip

Automatic Data Processing (ADP) shares have shown some movement over the past month, slipping by 13%. While there were no major announcements driving this change, investors may be considering recent market trends and broader sector dynamics that are impacting ADP’s valuation. See our latest analysis for Automatic Data Processing. After a rough patch in recent weeks, Automatic Data Processing’s 30-day share price return sits at -12.57%, adding to a year-to-date decline of 12.25%. While the dip...
NYSE:STAG
NYSE:STAGIndustrial REITs

A Fresh Look at STAG Industrial (STAG) Valuation Following Q3 Growth and Expansion Moves

STAG Industrial (STAG) just posted growth in both revenue and net income for the third quarter, which reinforces confidence in its recent financial results. Management also discussed the increased pace of acquisitions and pointed to a more active expansion strategy. See our latest analysis for STAG Industrial. STAG Industrial’s recent acquisition momentum and upbeat quarterly results appear to have fueled a steady run in its shares, with a 7.1% share price return over the past month and an...
NYSE:CVX
NYSE:CVXOil and Gas

Does Chevron’s (CVX) Record Production Offset Revenue Declines for the Bull Case?

Chevron Corporation recently reported strong third quarter results, highlighted by higher oil-equivalent production and an earnings per share surprise, despite revenue and net income declining from the previous year. An important takeaway is that Chevron's operational execution, driven by the Hess integration and expansion in key fields, supported record production growth and ongoing shareholder returns through dividends and buybacks amid a softer pricing environment. We will examine how...
NYSE:BLD
NYSE:BLDConsumer Durables

Will Stronger Guidance and Aggressive Buybacks Shift TopBuild's (BLD) Investment Case?

TopBuild recently reported its third quarter results, completed the repurchase of over 723,000 shares for US$229.09 million, and raised its full-year 2025 earnings guidance, now expecting sales between US$5.35 billion and US$5.45 billion and net income of US$497 million to US$542 million. This combination of strengthened financial outlook and capital return comes despite recent declines in both sales and net income compared to the previous year, highlighting management's forward-looking...
NasdaqGS:NBIS
NasdaqGS:NBISSoftware

Can Nebius Group’s (NBIS) AI Platform Shift Redefine Its Long-Term Competitive Edge?

On November 5, 2025, Nebius Group unveiled Nebius Token Factory, a production inference platform designed to help AI-driven enterprises deploy and optimize open-source and custom AI models at scale with enterprise-grade security and control. This launch marks a shift toward open and customizable AI solutions, potentially reducing reliance on closed models and addressing enterprise needs for both governance and cost efficiency. Now, we'll explore how the debut of Nebius Token Factory could...
NasdaqGS:NXPI
NasdaqGS:NXPISemiconductor

How Investors May Respond To NXP Semiconductors (NXPI) Launching Advanced Battery Diagnostic Chip for EVs

In late October 2025, NXP Semiconductors announced a new battery management chipset that integrates electrochemical impedance spectroscopy technology with nanosecond-level hardware synchronization, aimed at improving safety, durability, and real-time monitoring for electric vehicles and energy storage systems. This system allows automakers to detect subtle changes in battery health and failure more accurately and efficiently, potentially reducing costs and complexity across next-generation...
NasdaqCM:ASTH
NasdaqCM:ASTHHealthcare

Astrana Health (ASTH): Exploring Valuation After Prolonged Share Price Decline

Astrana Health (ASTH) shares have drifted lower by almost 17% over the past month, continuing a longer downward trend this year. Despite the lack of a headline event, investors may be considering shifting performance dynamics along with recent market sentiment. See our latest analysis for Astrana Health. With a 1-day share price return of -23.46% following several months of declines and a 1-year total shareholder return approaching -46%, Astrana Health's persistent selloff signals that market...
NasdaqGS:NDAQ
NasdaqGS:NDAQCapital Markets

Nasdaq (NDAQ): How the LSEG Data Partnership Shapes a Fresh Look at Valuation

Nasdaq (NDAQ) has announced a new partnership with LSEG. Its private markets datasets will be licensed and distributed through LSEG’s platforms. This collaboration reflects a strategic shift toward expanding transparency and data-driven insights across the private investment sector. See our latest analysis for Nasdaq. Nasdaq’s recent moves, including its collaboration with LSEG and last week's $642 million shelf registration filing, have put it firmly in the spotlight. After a solid...
NYSE:JCI
NYSE:JCIBuilding

Johnson Controls (JCI) Gains After Strong 2025 Earnings and Upbeat 2026 Growth Outlook—What's Next?

Johnson Controls International reported its fourth quarter and full-year 2025 earnings, highlighting revenue of US$6.44 billion and net income of US$1.69 billion for the quarter, as well as increased annual earnings and revenue compared to the previous year. The company also issued guidance for 2026, indicating expectations for continued organic sales growth in the mid-single digits, which provides insight into its outlook on future market demand and operational stability. We will explore...
NasdaqGS:URBN
NasdaqGS:URBNSpecialty Retail

Urban Outfitters (URBN): Evaluating Valuation After New Experiential Retail Launch With UGG and Gen Z Store Concepts

Urban Outfitters (URBN) just rolled out a fresh in-store experience with UGG under its On Rotation platform, bringing immersive installations and holiday styles directly to Gen Z shoppers. The move underscores URBN’s ongoing push for innovation and cultural relevance. See our latest analysis for Urban Outfitters. These eye-catching store launches and brand collaborations have kept Urban Outfitters in the spotlight. Its 1-year total shareholder return stands at 69.4%, pointing to meaningful...
NYSE:SPOT
NYSE:SPOTEntertainment

Is Spotify a Bargain After a 54% Surge and Podcast Expansion in 2025?

Curious if Spotify Technology is trading for less than it's truly worth? You're not alone. There’s plenty of buzz about where the stock should be valued right now. Despite some recent choppiness (down 5.9% over the last week and 8.6% in the past month), Spotify shares have powered up an impressive 34.8% year-to-date and an incredible 54.0% over the last year. Much of this excitement follows Spotify’s ongoing push into podcasting and audiobooks, as well as high-profile licensing deals and an...
NYSE:PRIM
NYSE:PRIMConstruction

Why Primoris Services (PRIM) Jumped After Raising 2025 Guidance on Strong Q3 Results and Dividend

On November 3, 2025, Primoris Services Corporation announced raised full-year earnings guidance after reporting third quarter sales of US$2.18 billion and net income of US$94.62 million, alongside a US$0.08 per share dividend declaration. The company’s updated net income outlook of US$260.5 million to US$271.5 million reflects momentum from strong revenue and earnings growth, particularly in the quarter ended September 30, 2025. Given the substantial guidance increase, we'll assess how this...