NYSE:CNC
NYSE:CNCHealthcare

Centene (CNC) Is Up 6.2% After Q3 Revenue Beats and New Product Launches - Has The Bull Case Changed?

Centene Corporation recently reported third-quarter results, with revenue reaching US$49.69 billion and adjusted earnings per share surpassing expectations despite a significant non-cash goodwill impairment charge of US$6.7 billion. This quarter also saw Centene launch new Ambetter health insurance plan offerings in Arizona, Georgia, and Mississippi for 2026, as well as expanded member wellness programs and digital enrollment tools. We'll explore how Centene's robust revenue growth and...
NasdaqGS:EVRG
NasdaqGS:EVRGElectric Utilities

Evergy (EVRG): Assessing Valuation Following Strong Year-to-Date Share Price Gains

Evergy (EVRG) has caught the attention of investors this month after demonstrating notable gains throughout the year. Shares have climbed 23% year-to-date, with momentum building around its steady revenue and income growth. See our latest analysis for Evergy. Much of Evergy’s momentum this year has come on the heels of steady performance, with the share price gaining over 22% year-to-date and recent moves reflecting renewed optimism about utilities in today’s market. While the stock has seen...
NasdaqGM:TRUP
NasdaqGM:TRUPInsurance

Will Trupanion's (TRUP) Return to Profitability Reshape Its Long-Term Investment Story?

Trupanion reported strong third quarter results for 2025, posting a net income of US$5.87 million, up significantly from US$1.43 million a year earlier, and turning a year-to-date net loss into a net income of US$13.8 million. This positive swing in profitability comes alongside the company's expansion of credit facilities and continued partnerships, highlighting operational improvements that contrast with prior analyst expectations. We'll examine how Trupanion's improved profitability in...
NYSE:AXP
NYSE:AXPConsumer Finance

Should You Rethink Your View on Amex After Its 29.5% Price Jump?

Thinking about whether American Express is a good value right now? You are not alone, as many investors are weighing its price tag against its growth story. The stock has been anything but sleepy, climbing 2.2% over the last week, 13.8% in the last month, and delivering an impressive 29.5% return over the past year. Much of this momentum reflects shifting market sentiment after several high-profile analyst upgrades and ongoing consumer strength in the payments sector. Recent news highlights...
NasdaqGS:WYNN
NasdaqGS:WYNNHospitality

Wynn Resorts (WYNN): Assessing Valuation After Recent Share Price Rally

Wynn Resorts (WYNN) shares have gained some ground recently, up 3% over the past month and about 19% in the past 3 months. This performance has sparked new conversations around how the market is currently viewing this casino and hospitality giant. See our latest analysis for Wynn Resorts. Wynn Resorts has enjoyed a surge in momentum, with its share price up over 50% so far this year. Investors appear more upbeat following the latest run, especially as Wynn’s one-year total shareholder return...
NasdaqCM:SERV
NasdaqCM:SERVHospitality

Serve Robotics (SERV): Examining Valuation After Recent Share Price Pullback and Market Volatility

Serve Robotics (SERV) has caught investor attention after its latest update. The company’s shares have recently moved, sparking discussions around its valuation and the business’s recent financial performance in the changing robotics market. See our latest analysis for Serve Robotics. Serve Robotics’ share price has seen a sharp pullback in the last month, with a 22.2% decline over 30 days. Its one-year total shareholder return remains a healthy 18.3%. The recent volatility hints that...
NYSE:ARMK
NYSE:ARMKHospitality

Aramark (ARMK): A Fresh Look at Valuation After Recent Steady Performance

Aramark (ARMK) shares edged slightly higher in the latest trading session, reflecting modest interest from investors. The movement comes as the food service and facilities giant continues to show steady fundamentals, particularly in annual revenue and net income growth. See our latest analysis for Aramark. The stock's latest uptick follows a period of muted share price momentum, with a year-to-date share price return of just 2.2%. While Aramark’s 1-year total shareholder return is slightly...
NasdaqGS:RARE
NasdaqGS:RAREBiotechs

Ultragenyx Pharmaceutical (RARE): Exploring Valuation Gaps and Analyst Targets

Ultragenyx Pharmaceutical (RARE) shares have moved in both directions recently, with a dip of about 1% today and roughly 11% over the past week. Investors appear to be reevaluating the company’s current strategy and long-term growth prospects. See our latest analysis for Ultragenyx Pharmaceutical. Ultragenyx Pharmaceutical’s share price has struggled to regain momentum this year, with the 1-year total shareholder return down nearly 39%. Despite a modest rebound over the past 90 days, recent...
NYSE:FIG
NYSE:FIGSoftware

Figma (FIG): Assessing the Company's Value After Significant Share Price Decline

Figma (FIG) shares have caught the attention of investors after recent trading activity pushed the stock further away from its earlier spring highs. The conversation now centers on how the company’s fundamentals align with evolving market sentiment. See our latest analysis for Figma. Figma's share price momentum has cooled considerably, with a sharp 30-day share price return of -37.75% and a steep year-to-date drop of -61.69%. These moves suggest that, despite the company’s earlier growth...
NasdaqGS:BEAM
NasdaqGS:BEAMBiotechs

Beam Therapeutics (BEAM): Evaluating Valuation as Clinical Progress Drives Renewed Investor Focus

Beam Therapeutics (BEAM) is drawing investor attention after delivering updates on multiple clinical-stage programs for genetic diseases. Recent focus centers on BEAM-302 for alpha-1 antitrypsin deficiency and the upcoming BEACON trial data release. See our latest analysis for Beam Therapeutics. Shares of Beam Therapeutics have swung sharply in recent weeks, with a 30-day share price return of -17.74%, offset by a strong 90-day rally of 26.05%. This hints at shifting investor sentiment around...
NYSE:WT
NYSE:WTCapital Markets

WisdomTree (WT) Valuation in Focus After Q3 Gains, Record Assets, and Expansion into Alternatives

WisdomTree (WT) just posted its third quarter 2025 results, showing higher revenue and profitability as assets under management reached new highs. This boost comes from strong net inflows and interest in specialty products, including gold and crypto assets. See our latest analysis for WisdomTree. WisdomTree’s stock has shown real staying power, weathering a recent dip, down 15.2% over the past month, to maintain a 14.5% year-to-date share price return. Beyond strong quarterly numbers,...
NYSE:ACM
NYSE:ACMConstruction

Riyadh's Mukaab Design Win Might Change The Case For Investing In AECOM (ACM)

Jacobs, in joint venture with AECOM, recently announced being appointed by New Murabba Development Company to provide design services for The Mukaab, the iconic centerpiece of Riyadh's New Murabba development, which is part of Saudi Arabia's Vision 2030 program for a sustainable urban future. This appointment places AECOM at the forefront of one of the world's largest urban development projects, enhancing its visibility and business engagement in the Middle East's expanding infrastructure...
NYSE:FDP
NYSE:FDPFood

Is Fresh Del Monte's (FDP) Shift to Higher Margins a Turning Point for Future Profitability?

On October 28, 2025, Fresh Del Monte Produce Inc.'s Board declared a quarterly cash dividend of US$0.30 per share and reported third-quarter results showing sales of US$1.02 billion but a net loss of US$29.1 million compared to net income the prior year. The company is shifting its portfolio toward higher-margin categories by divesting Mann Packing and exiting underperforming banana farms, while insider selling activity has increased, reflecting material changes in its business strategy and...
NasdaqGS:AFRM
NasdaqGS:AFRMDiversified Financial

Affirm’s Return to Profit and New Funding Deal Could Be a Game Changer for Affirm Holdings (AFRM)

Affirm Holdings reported first quarter earnings for the period ended September 30, 2025, showing sales of US$439.53 million and revenue of US$933.34 million, with net income reaching US$80.69 million compared to a net loss in the prior year. In addition to the earnings report, Affirm expanded its partnership with New York Life, which agreed to purchase up to US$750 million in installment loans, securing funding to support US$1.75 billion in annual loan volume through 2026. We’ll examine how...
NYSE:CTEV
NYSE:CTEVHealthcare Services

Claritev (CTEV): Assessing Valuation Following Upbeat Earnings and Raised Revenue Guidance

Claritev (NYSE:CTEV) is in focus after announcing improved third-quarter results and raising full-year revenue guidance. The company reported stronger sales and sharply reduced losses, which signals momentum building into the second half of 2025. See our latest analysis for Claritev. The rally in Claritev’s stock has been hard to ignore; the share price closed at $69.25 after a one-day gain of 11.77%. The company now boasts a staggering year-to-date price return of 434.75%. These moves follow...
NasdaqGS:TRS
NasdaqGS:TRSPackaging

Evaluating TriMas (TRS) Valuation After Recent Share Price Pullback

TriMas (TRS) shares slipped just under 2% in Thursday trading, capping off a challenging month for the stock. Despite the recent dip, investors are watching to see if improving fundamentals could support a rebound. See our latest analysis for TriMas. After a steady climb earlier in the year, TriMas’s share price has recently reversed course, slipping 16.6% over the last month and giving up some of its year-to-date gains. Still, with a one-year total shareholder return of nearly 15% and three-...
NYSE:AIG
NYSE:AIGInsurance

A Look at AIG’s Valuation After Strong Q3 Earnings and Ongoing Shareholder Returns

American International Group, Inc. just reported its third-quarter results, delivering an increase in net income and earnings per share over last year. In addition, the company affirmed its quarterly dividend and continued robust share repurchases. See our latest analysis for American International Group. AIG’s latest earnings beat and commitment to dividends have come in the wake of a year defined by steady, if unspectacular, momentum. The 1-year total shareholder return sits at 3.99%, while...
NasdaqGM:DAVE
NasdaqGM:DAVEConsumer Finance

Dave's Soaring Q3 Profits and Raised Outlook Could Be a Game Changer for DAVE

Dave Inc. recently reported third-quarter 2025 earnings, revealing sharply higher revenue of US$150.73 million and net income of US$92.07 million, while also raising its full-year revenue guidance to a range of US$544 million to US$547 million. The company achieved this growth without any share repurchases during its latest buyback period and bolstered its executive team with the addition of a new Chief Product Officer focused on product expansion and AI initiatives. We'll now examine how...
NYSE:BW
NYSE:BWElectrical

Babcock & Wilcox Enterprises (BW) Is Up 55.4% After Securing US$1.5 Billion AI Data Center Power Deal – Has The Bull Case Changed?

Babcock & Wilcox Enterprises recently announced a series of major developments, including a more than US$1.5 billion agreement with Applied Digital to design and install gigawatt-scale natural gas power plants tailored for AI Data Center infrastructure, along with the planned redemption of all outstanding 8.125% Senior Notes due 2026. These initiatives point to an acceleration of Babcock & Wilcox's expansion into advanced energy markets, emphasizing its role in powering emerging high-demand...
NYSE:NOC
NYSE:NOCAerospace & Defense

Northrop Grumman (NOC): Exploring Valuation After Recent Share Price Pullback

Northrop Grumman (NOC) shares have pulled back over the past month, catching some attention. Even with that slip, the stock remains up about 21% year-to-date. This suggests recent moves may have opened up a valuation opportunity. See our latest analysis for Northrop Grumman. After rallying for much of the year, Northrop Grumman’s recent 1-month share price return of -10.87% marks the sharpest pullback since spring. Despite this, its year-to-date gain stands at 21.5%. Longer-term holders still...
NYSE:DK
NYSE:DKOil and Gas

Assessing Delek US Holdings (DK) Valuation Following Recent Share Price Surge

Delek US Holdings (DK) shares have gained momentum over the past month, rising 20%. Investors are watching the stock as the energy sector continues to see shifts in market dynamics and company performance. See our latest analysis for Delek US Holdings. Delek US Holdings has surged lately, building on a strong run over the past year. After a 20% jump in the last month, recent momentum reflects renewed optimism as the energy sector remains in flux, culminating in a standout 124.6% year-to-date...
NasdaqGS:OCFC
NasdaqGS:OCFCBanks

OceanFirst Financial (OCFC): Assessing Valuation Following $185 Million Subordinated Notes Offering

OceanFirst Financial (OCFC) has just wrapped up a $185 million fixed-income offering, issuing subordinated unsecured notes due in 2035. This capital raising initiative is a significant step for the bank’s balance sheet and future strategic options. See our latest analysis for OceanFirst Financial. OceanFirst Financial’s recent capital raise via $185 million in subordinated notes arrives after a year marked by modest volatility and a generally cautious tone in regional banks. While the 1-year...
NasdaqGS:LSCC
NasdaqGS:LSCCSemiconductor

Lattice Semiconductor (LSCC) Is Down 13.0% After Profit Slide Despite Higher Q3 Revenue and Buybacks

Lattice Semiconductor Corporation recently reported its earnings for the third quarter of 2025, highlighting year-over-year revenue growth to US$133.35 million but a decline in net income and earnings per share, and also provided fourth quarter revenue guidance in the range of US$138 million to US$148 million. While the company completed a share buyback totaling 1,545,547 shares for US$85.85 million, profitability fell sharply compared to the previous year, despite an increase in sales...
NYSE:ECG
NYSE:ECGConstruction

Everus Construction Group (ECG) Is Up 7.6% After Raising Full-Year Guidance on Strong Q3 Results – Has the Bull Case Changed?

Everus Construction Group, Inc. reported third-quarter 2025 results showing sales of US$986.82 million and net income of US$56.98 million, both higher than the same period last year, and also raised its full-year guidance for both revenue and net income. This combination of stronger earnings and a more optimistic outlook highlights management’s view of ongoing operational strength within the business. With robust revenue growth leading to upgraded guidance, we’ll explore how this momentum...