NYSE:GS
NYSE:GSCapital Markets

How Investors Are Reacting To Goldman Sachs Group (GS) Share Buyback and Multi-Year Note Offerings

In recent weeks, The Goldman Sachs Group, Inc. announced a series of fixed-income offerings, including both fixed and variable rate senior notes with maturities ranging from 2026 to 2045, alongside completing a share buyback tranche involving the repurchase of over 8.09 million shares for nearly US$5 billion. This wave of capital initiatives and financing activity reflects strong confidence in the firm's liquidity position and ongoing investor interest in its debt and equity...
NYSE:CMI
NYSE:CMIMachinery

Assessing Cummins (CMI) Valuation Following Lower Q3 2025 Earnings and Shifting Investor Sentiment

Cummins (CMI) released its third quarter 2025 earnings, revealing both sales and net income decreased from the previous year. The results are likely prompting investors to reassess the company’s outlook and share valuation. See our latest analysis for Cummins. Despite headline numbers showing year-over-year drops in sales and net income, Cummins shares have demonstrated unexpected resilience, rising over 17% in the last 90 days and delivering a total shareholder return of 36.8% over the past...
NYSE:WAB
NYSE:WABMachinery

How Should Investors Value Wabtec After 10% YTD Rally and Contract Wins?

Wondering if Westinghouse Air Brake Technologies is a hidden bargain or overpriced? You are not alone. Investors are buzzing about the company's current value. The stock has shown steady gains recently, up 0.9% over the past week and 7.4% in the last month. This has pushed its year-to-date return to a solid 10%. Market observers have connected these movements to ongoing developments in the rail and transportation sector, including government initiatives supporting infrastructure and a string...
NYSE:ALIT
NYSE:ALITProfessional Services

Alight (ALIT) Is Down 14.4% After $1.07 Billion Loss and Major Goodwill Impairment—What’s Changed

Alight, Inc. recently reported third quarter results showing sales of US$533 million and a net loss of US$1.07 billion, with a US$1.34 billion goodwill impairment and new earnings guidance for 2025 issued. The company also completed share buybacks totaling over 42.6 million shares since 2022, representing 8.04% of outstanding shares, amid ongoing governance changes and technology partnerships with IBM and MetLife. We'll examine how Alight's significant goodwill impairment and elevated losses...
NasdaqGS:CLMT
NasdaqGS:CLMTOil and Gas

Is Calumet’s Return to Profitability and Record Output Reshaping the Investment Case for CLMT?

Calumet, Inc. recently reported third quarter 2025 results, showing a return to profitability with net income of US$313.4 million and a rise in total facility production to 88,668 barrels per day compared to the same period last year. This turnaround was primarily driven by record specialty products production, progress in renewable fuels, and plans to expand into sustainable aviation fuel, signaling confidence in future growth initiatives. We’ll examine how Calumet’s return to...
NasdaqCM:OCGN
NasdaqCM:OCGNBiotechs

Ocugen (OCGN) Is Down 7.0% After Mixed Q3 Results and Gene Therapy Milestones – What's Changed

Ocugen, Inc. recently reported its third-quarter 2025 earnings, showing revenue of US$1.75 million and a net loss of US$20.05 million, alongside notable progress in its gene therapy pipeline and business development activities. Significantly, the company advanced its OCU400 program toward Phase 3 enrollment completion, secured a South Korean licensing deal, and extended its cash runway, highlighting material updates across both clinical and financial fronts. We'll examine how Ocugen's...