NYSE:NX
NYSE:NXBuilding

Quanex (NX) Is Up 21.7% After Returning To Quarterly Profitability And Boosting Capital Returns – What’s Changed

Quanex Building Products Corporation recently reported fourth-quarter 2025 results showing sales of US$489.85 million and net income of US$19.57 million, a sharp turnaround from a net loss a year earlier. Despite a full-year net loss driven by a large goodwill impairment, the company generated strong cash flow, repaid US$75 million of debt, continued buybacks totaling 5.37% of shares since 2021, and maintained its US$0.08 quarterly dividend while guiding to broadly flat revenue and EBITDA...
NasdaqGM:VERX
NasdaqGM:VERXSoftware

Vertex (VERX) Valuation Check After New AI Tax Platform Launch With CPA.com and Kintsugi

Vertex (VERX) is back in focus after expanding its long running partnership with CPA.com, rolling out an AI powered sales tax platform built with Kintsugi that aims to streamline compliance work for accounting firms. See our latest analysis for Vertex. Despite this AI push and Vertex’s upcoming presence at the Digital CPA Conference, the stock’s 1 year total shareholder return is deeply negative while the 3 year total shareholder return remains solidly positive. This suggests longer term...
NasdaqCM:AXGN
NasdaqCM:AXGNMedical Equipment

Should FDA Biologic Approval of AVANCE Nerve Scaffold Require Action From Axogen (AXGN) Investors?

Axogen, Inc. recently announced that the U.S. FDA has approved its Biologics License Application for AVANCE, an acellular nerve scaffold indicated for treating a range of peripheral nerve discontinuities in adults and pediatric patients aged one month and older. This transition of AVANCE to a full biologic regulatory framework, with commercial rollout of the licensed product expected in early second-quarter 2026 while current supply continues under the tissue framework, could materially...
NYSE:SNDR
NYSE:SNDRTransportation

Reassessing Schneider National (SNDR) Valuation After Its Recent 26% One-Month Share Price Rebound

Schneider National (SNDR) has quietly outperformed the market over the past month, climbing about 26%, even as its year to date and 1 year returns remain in negative territory for patient shareholders. See our latest analysis for Schneider National. The recent 30 day share price return of roughly 26 percent, alongside a 12 percent gain over 90 days, suggests momentum is starting to rebuild even though the 1 year total shareholder return is still negative. If Schneider’s rebound has you...
NasdaqGS:CPRT
NasdaqGS:CPRTCommercial Services

Copart (CPRT) Valuation Check After EPS Beat, Slowing Revenue Growth and Insurance-Driven Analyst Price Target Cuts

Copart (CPRT) has landed on screens after a mixed setup, with Q1 fiscal 2026 earnings beating EPS expectations but revenue barely growing, while recent analyst commentary highlights insurance related headwinds pressuring sentiment. See our latest analysis for Copart. Despite the solid earnings beat, Copart’s share price has drifted lower to around $38.67. This comes with a steep year to date share price return of roughly negative 31 percent, which contrasts with a still positive three year...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

Is It Too Late To Consider AMD After Its 2025 AI Surge And Recent Pullback?

If you are wondering whether Advanced Micro Devices is still a smart consideration after its huge multi year run, or if the best days are already priced in, you are in the right place. Even after a recent pullback, with the stock down 4.7% over the last week and 14.6% over the past month, AMD is still up 74.7% year to date and 66.4% over the last year, reflecting a multi year gain of 226.3% over 3 years and 126.1% over 5 years. Recent headlines have focused on AMD's push into AI accelerators...
NYSE:CNS
NYSE:CNSCapital Markets

Cohen & Steers (CNS): Valuation Check as New Infrastructure and Short Duration Income ETFs Launch

Cohen & Steers (CNS) just rolled out two new actively managed ETFs, one targeting infrastructure opportunities and another short duration preferred income, extending its real assets franchise and giving investors fresh tools for yield and diversification. See our latest analysis for Cohen & Steers. The new ETF launches come at a time when Cohen & Steers’ share price has slipped, with a 90 day share price return of minus 11.09 percent and a year to date share price return of minus 31.55...
NYSE:PNR
NYSE:PNRMachinery

Is Barclays’ Margin Downgrade a Hint That Pentair’s (PNR) Transformation Story Is Tapped Out?

Earlier this month, Barclays downgraded Pentair to Equal Weight from Overweight, arguing that the company’s multi-year margin gains from transformation and cost actions are largely behind it and future earnings will hinge more on underlying end-market demand. The downgrade highlights a concern that Pentair’s current business mix may offer less room for further margin expansion compared with peers exposed to higher-margin markets. We’ll now examine how concerns about fading...
NasdaqGS:DORM
NasdaqGS:DORMAuto Components

Assessing Dorman Products (DORM) Valuation After Jim Cramer’s Warning and Reaffirmed 2025 Growth Guidance

Jim Cramer’s recent “stay away” remarks about Dorman Products (DORM), coming right after the company reaffirmed its 2025 growth guidance, have put the stock under a spotlight for all the wrong reasons. See our latest analysis for Dorman Products. Those comments have landed at a tricky moment for Dorman, with the share price now around $128.01 and a 90 day share price return of roughly negative 21 percent contrasting with a still solid three year total shareholder return near 59 percent. This...