NasdaqGM:FOLD
NasdaqGM:FOLDBiotechs

How Strong Q2 Results and Pipeline Progress at Amicus Therapeutics (FOLD) Have Changed Its Investment Story

Amicus Therapeutics recently reported strong Q2 2025 revenue growth, highlighting key contributions from Galafold and Pompe therapies, and confirmed that full enrollment for its pivotal Phase III trial of DMX200 is on track by year-end. The company reiterated its confidence in achieving positive GAAP net income in the second half of 2025 and projected combined sales of its core therapies to reach US$1 billion by 2028, reflecting confidence in both near-term and long-term prospects. We'll now...
NasdaqGS:KNSA
NasdaqGS:KNSABiotechs

How FDA Orphan Drug Status for KPL-387 at Kiniksa (KNSA) Has Changed Its Investment Story

Kiniksa Pharmaceuticals announced that the U.S. FDA granted Orphan Drug Designation to its investigational monoclonal antibody KPL-387 for the treatment of pericarditis, including recurrent pericarditis. This regulatory milestone marks progress in Kiniksa’s cardiovascular pipeline, with KPL-387 being positioned for convenient monthly self-injections for patients facing recurring inflammation of the heart’s lining. We’ll explore how the FDA’s Orphan Drug Designation for KPL-387 could impact...
NYSE:REXR
NYSE:REXRIndustrial REITs

How Investors Are Reacting To Rexford Industrial Realty (REXR) Earnings Beat and $500 Million Buyback Expansion

Earlier this week, Rexford Industrial Realty reported robust third-quarter results, announced an expanded US$500 million stock repurchase program, raised its full-year earnings guidance, and approved quarterly dividends for both common and preferred stockholders. These combined actions underscore Rexford’s confidence in its operating performance and highlight ongoing efforts to enhance shareholder value through disciplined capital management. We'll explore how Rexford's increased earnings...
NYSE:GHC
NYSE:GHCConsumer Services

Graham Holdings (GHC): Assessing Valuation After Recent Share Price Dip

Graham Holdings (GHC) shares have seen a recent dip over the past month, catching the eye of investors who follow long-term performance trends. The stock is still up 16% over the past year, which has drawn interest from value-oriented buyers. See our latest analysis for Graham Holdings. After surging earlier this year, Graham Holdings has recently lost some momentum, with a 16.64% drop in its 1-month share price return. Still, the company’s 16.24% total shareholder return over the past year...
NYSE:ABT
NYSE:ABTMedical Equipment

Can Abbott (ABT) Balance Medical Devices Growth Against Diagnostics Challenges in 2025?

Abbott Laboratories announced third-quarter 2025 earnings with sales of US$11.37 billion, up from US$10.64 billion a year prior, and net income essentially flat at US$1.64 billion year over year; the company also reaffirmed and narrowed its full-year adjusted EPS guidance to between US$5.12 and US$5.18. Despite strong growth in its medical devices segment, performance was mixed overall, as diagnostics revenue declined and management maintained rather than raised its full-year guidance,...
NYSE:AM
NYSE:AMOil and Gas

Evaluating Antero Midstream’s Valuation After Strong Q2 Growth and Upgraded 2024 Outlook

Antero Midstream (AM) just posted some impressive Q2 results, including an 11% jump in EBITDA and record gathering and processing volumes. Management also raised their full-year guidance while cutting capital spending, which clearly points to growing profitability. See our latest analysis for Antero Midstream. It has been an eventful year for Antero Midstream, with the company not only posting stellar Q2 numbers but also declaring another solid dividend and completing a meaningful share...
NYSE:SJM
NYSE:SJMFood

Will Smucker's (SJM) Lawsuit Against Trader Joe’s Shift Its Brand Strategy Narrative?

Earlier this week, J.M. Smucker filed a lawsuit in Ohio against Trader Joe’s, alleging that the grocery retailer’s crustless peanut butter and strawberry jam sandwiches infringe on its well-known Uncrustables brand. This legal action highlights the challenges established food companies face in defending their brand identity and product lines amid intensifying competition from private labels and store brands. We'll explore how this trademark dispute could impact J.M. Smucker’s branded...
NYSE:TDY
NYSE:TDYElectronic

The Bull Case For Teledyne Technologies (TDY) Could Change Following Surge in Institutional Interest and Analyst Upgrades

In recent weeks, Teledyne Technologies has garnered notable institutional interest and positive analyst attention, as Artisan Mid Cap Fund disclosed a new position and several analysts raised their outlooks on the company’s aerospace and defense capabilities. This renewed investor confidence points to growing optimism about Teledyne’s growth potential amid rising global defense spending and a recovering industrial landscape. To explore how this increasing institutional interest may influence...
NasdaqGS:HTHT
NasdaqGS:HTHTHospitality

H World Group (NasdaqGS:HTHT): Assessing Valuation After Modest Share Price Uptick

H World Group (NasdaqGS:HTHT) shares have seen modest movement recently, with the stock inching up just over 0.5% in the past day. This comes after a relatively steady month for the hotel operator. See our latest analysis for H World Group. Over the past year, H World Group’s share price has gained momentum, climbing 14.2% year-to-date and delivering a 6.4% total shareholder return. The recent uptick continues a steady recovery for the group, building on solid three-year gains following a...
NYSE:CHD
NYSE:CHDHousehold Products

Church & Dwight (CHD) Valuation in Focus as Growth Slows and Costs Outpace Revenue

Church & Dwight (CHD) has come under the microscope lately as it faces sluggish organic growth and costs growing faster than revenues. As a result, the company may need to rethink its strategy or consider acquisitions to boost momentum. See our latest analysis for Church & Dwight. Church & Dwight has seen its share price slip to $87.25, with a year-to-date price return of -15.98% reflecting investors’ skepticism as organic sales growth loses steam and rising costs pressure margins. While the...
NYSE:BDX
NYSE:BDXMedical Equipment

Is There an Opportunity in BD After 21% Share Price Slide in 2024?

If you are eyeing Becton Dickinson stock and wondering whether now is the moment to buy, hold, or just move on, you are not alone. The company has posted some notable moves over the past year, and these shifts have left many investors rethinking what the future could look like. After closing recently at $185.27, the stock has slipped 2.0% in the last week and is down 0.5% over the last month. Year-to-date, that slide becomes much steeper with an 18.2% drop. If you zoom out to the past year,...
NasdaqGS:FWRG
NasdaqGS:FWRGHospitality

Can First Watch (FWRG) Leverage Its Top Workplace Ranking Into Sustainable Expansion and Operational Excellence?

First Watch Restaurant Group was recently recognized as the #1 Most Loved Workplace® in America for the second consecutive year, with employee engagement and innovative benefits cited as key drivers across more than 600 restaurants in 32 states. This distinction underscores the company’s continued success in fostering a strong employee-centric culture, which may support expansion and operational consistency. We'll explore how ongoing recognition for employee satisfaction may reinforce First...
NasdaqCM:KOPN
NasdaqCM:KOPNSemiconductor

Why Kopin (KOPN) Is Up 22.1% After Securing First Major MicroLED Order for Combat Aircraft

On October 14, 2025, Kopin Corporation announced it secured approximately US$3 million in orders from a tier one aerospace company for its MicroLED displays, marking its first production order for this technology in combat aircraft, with deliveries set for the second half of 2026. This order highlights Kopin’s entrance into the military aviation sector with a flight-qualified MicroLED technology noted for its exceptional brightness, energy efficiency, and visual performance, positioning the...
NYSE:MS
NYSE:MSCapital Markets

Morgan Stanley (MS) Earnings Surge 46.6%—Profit Margin Beat Reinforces Bullish Narratives

Morgan Stanley (MS) delivered an impressive 46.6% earnings growth over the past year, a pace far exceeding its 5-year average growth rate of just 0.5% per year. Net profit margins also jumped to 22.7%, up from 18.2% a year ago, signaling stronger profitability across the board and capturing positive investor sentiment this earnings season. See our full analysis for Morgan Stanley. The next step is to see how these numbers compare with the market’s leading narratives. It is important to...
NYSE:BHC
NYSE:BHCPharmaceuticals

Is Bausch Health a Bargain After Recent 11% Slide and Earnings Forecast Update?

Thinking about what to do with Bausch Health Companies stock? If you’re feeling a bit torn, you’re not alone. The stock has definitely been on a wild ride, and a lot of investors are watching closely to see if now is the moment to jump in, add more, or wait things out. Over the last year, the share price has taken a hit, down 28.1%, and it’s slipped 24.3% year-to-date. Even looking back five years, Bausch Health is down a painful 66.6%. That kind of drawdown might turn some investors away,...
NYSE:SVV
NYSE:SVVMultiline Retail

Exploring Savers Value Village (SVV) Valuation as Analyst Optimism Rises and Shareholder Sales Weigh on Outlook

BTIG has started coverage of Savers Value Village (SVV) with a bullish outlook, pointing to ongoing sales improvements and potential long-term growth. At the same time, SVV faces unique hurdles related to persistent share sales by a major investor. See our latest analysis for Savers Value Village. Savers Value Village’s share price has pulled back modestly from its recent high, down 2.2% over the past month, but zooming out reveals serious momentum. Investors have seen a 24.4% share price...
NYSE:CRI
NYSE:CRILuxury

Should Shifting Trade Tensions Change How Investors View Carter’s (CRI) Risk and Reward?

Earlier this week, Carter's benefitted from a broad market rally after comments from President Donald Trump signaled easing U.S.-China trade tensions, which had previously weighed on investor sentiment and risk appetite. The news highlighted how Carter's share price can react strongly to shifts in macroeconomic conditions and geopolitical events, independent of any fundamental company developments. We'll examine how Carter's sensitivity to global trade news could influence its longer-term...
NYSE:COR
NYSE:CORHealthcare

Cencora (COR): Evaluating the Stock’s Valuation After Its Recent 10% Climb

Cencora (COR) shares have had a steady run recently, with the stock climbing around 10% over the past month. Investors are weighing the company’s consistent financial performance and recent revenue growth to gauge where it might go next. See our latest analysis for Cencora. Cencora's momentum is clear, with a 10% jump in its share price over the past month. This extends an impressive trajectory, including a year-to-date gain of over 42%. Its standout 1-year total shareholder return of nearly...
NasdaqGS:IRBT
NasdaqGS:IRBTConsumer Durables

A Fresh Look at iRobot (IRBT) Valuation Following Surge in Investor Interest and AI Product Buzz

The sharp jump in iRobot (IRBT) shares this week has caught the eye of investors, as the move looks connected to a wave of short covering, combined with excitement over fresh AI-powered product launches and evolving marketing strategies. See our latest analysis for iRobot. This spike comes after iRobot’s share price rallied as a result of a dramatic short squeeze, fueled by buzz over AI-powered product launches and new marketing moves. However, this follows a rough backdrop: the 1-year total...
NYSE:HG
NYSE:HGInsurance

Should Investors Reassess Hamilton Insurance Group After Latest 3.8% Weekly Drop?

Thinking about what to do with Hamilton Insurance Group stock right now? You are not alone. After a year of outsized returns, nearly 26% year-to-date and 22.9% over the last twelve months, the stock has become a talking point for both seasoned investors and those just starting their portfolios. Yet in the past week, shares have dipped by 3.8%, a sign that even on the way up, there is plenty of short-term volatility to navigate. This recent fluctuation comes in the context of broader insurance...
NYSE:FHN
NYSE:FHNBanks

Is There Now an Opportunity in First Horizon After Recent Fed Rate Cut?

Trying to figure out what to do with First Horizon stock right now? You are not alone. Over the past few weeks, the company’s share price has taken investors on quite a ride. In just the last seven days, First Horizon fell nearly 15%, with a month-long slide of over 10%. Despite these recent bumps, it is worth remembering that the stock has soared more than 108% over the past five years, and it is still up almost 18% from this time last year. The current reality is a blend of near-term...
OTCPK:RIVF
OTCPK:RIVFSoftware

Rivulet Entertainment (RIVF): Losses Worsen and Risks Persist as Premium Valuation Faces Scrutiny

Rivulet Entertainment (RIVF) remains unprofitable, with net losses increasing at an average rate of 20.7% per year over the past five years. The company's Price-To-Sales Ratio sits at 13.7x, which is a substantial premium over the US software industry average of 5.1x and its peer group average of 3.4x. As ongoing losses show no sign of abating and key profitability metrics have yet to improve, investors may view the latest results with understandable caution. See our full analysis for Rivulet...
NasdaqCM:SLNH
NasdaqCM:SLNHSoftware

Soluna Holdings (SLNH) Secures $100M Credit and New Partnerships Is Its Bitcoin Pivot a Game Changer?

Soluna Holdings recently secured a US$100 million credit facility from Generate Capital, refinanced its green data center projects, resolved issues with former lender NYDIG, and entered new agreements with KULR Technology Group and Canaan Inc. to enhance its Bitcoin mining capabilities and broaden its customer base. The new hosting partnership with KULR marks Soluna’s first direct engagement with a Bitcoin treasury-focused company, expanding its reach beyond traditional Bitcoin miners and...
NYSE:NMM
NYSE:NMMShipping

Did Recent Vessel Sales and Charter Deals Change Navios Maritime Partners' (NMM) Cash Flow Outlook?

Navios Maritime Partners L.P. recently announced the sale of three vessels for US$69.1 million, the delivery of a 2025-built MR2 product tanker, and new long-term charters expected to generate US$113.9 million in contracted revenue. These developments increase the company’s contracted revenue visibility to US$3.6 billion through 2037, highlighting an ongoing focus on fleet optimization and balance sheet strengthening. We’ll explore how these new long-term charters may support Navios Maritime...