NYSE:WAB
NYSE:WABMachinery

A Fresh Look at Wabtec (NYSE:WAB) Valuation Following Quarterly Revenue Miss and Sector Momentum

Westinghouse Air Brake Technologies (NYSE:WAB) recently posted quarterly results that fell short of revenue expectations by 2.5%, sparking a 7.8% pullback in the stock after the earnings release. While the industry is seeing wider gains and enthusiasm around automation and decarbonization investment, Wabtec finds itself balancing ongoing growth with some immediate demand and integration headwinds. See our latest analysis for Westinghouse Air Brake Technologies. Wabtec’s latest quarterly miss...
NYSE:FUBO
NYSE:FUBOInteractive Media and Services

fuboTV (FUBO): Assessing Valuation Following a Recent Sector Pullback

FuboTV (FUBO) shares dropped nearly 4% today following a wider market pullback in the streaming sector. The company’s recent returns have been mixed, but investors remain attentive to shifting sentiment around streaming stocks. See our latest analysis for fuboTV. While fuboTV’s share price has pulled back nearly 4% in the latest session, the bigger picture shows momentum has been strong. This year’s share price return stands at a striking 160.99%, with a 127.16% total shareholder return over...
NYSE:TE
NYSE:TEElectrical

T1 Energy: Assessing Valuation After Major Solar Cell Partnership Announcement in Texas

T1 Energy (TE) has captured attention following its recent investment in Talon PV LLC, establishing a partnership to produce advanced solar cells in Texas. The collaboration aims to support growth for American solar manufacturing and create domestic job opportunities. See our latest analysis for T1 Energy. T1 Energy’s latest move clearly struck a chord with investors, as the stock’s 7-day share price return surged over 43%. This built on massive momentum with a 94.7% climb in the last month...
NasdaqGS:RIGL
NasdaqGS:RIGLBiotechs

Rigel Pharmaceuticals (RIGL): Assessing Valuation Following Key Clinical Milestone for R289

Rigel Pharmaceuticals (RIGL) just announced the first patient enrollment in the dose expansion phase of its Phase 1b clinical study for R289 in relapsed or refractory lower-risk myelodysplastic syndrome. This step signals real progress for R289’s clinical development pathway. See our latest analysis for Rigel Pharmaceuticals. Momentum has surged for Rigel Pharmaceuticals over the past year, with a 62.7% year-to-date share price return and an 82.6% total shareholder return in the last 12...
NasdaqCM:PLUG
NasdaqCM:PLUGElectrical

Why Plug Power (PLUG) Is Down 10.2% After Leadership Shakeup and $370 Million Warrant Deal

Plug Power Inc. recently announced a major leadership change, appointing Jose Luis Crespo as President effective October 10, 2025, with Crespo slated to succeed Andy Marsh as Chief Executive Officer after the 2025 annual report filing, while Marsh transitions to Executive Chair of the Board and Sanjay Shrestha steps down as President. This leadership transition is accompanied by a significant warrant inducement agreement raising US$370 million in gross proceeds and could result in further...
NasdaqGS:AMPH
NasdaqGS:AMPHPharmaceuticals

A Fresh Valuation Look at Amphastar Pharmaceuticals (AMPH) After US-China Trade Tensions Shake Healthcare Stocks

Amphastar Pharmaceuticals (AMPH) shares took a sharp turn alongside other healthcare stocks after renewed tensions in US-China trade relations. President Trump’s latest remarks have investors rethinking potential risks tied to supply chain costs and disruptions. See our latest analysis for Amphastar Pharmaceuticals. Amphastar’s share price has swung sharply lower in recent weeks, driven by sector-wide selling as trade tensions have investors reassessing supply chain risks and costs across...
NYSE:DVN
NYSE:DVNOil and Gas

Does Devon’s Recent 22% Drop Signal a Mispriced Opportunity for 2025?

If you are eyeing Devon Energy right now, you are not alone. A lot of investors are pausing to review their strategy after months of wild swings in the energy sector. The stock recently closed at $32.50, and in the last week alone it’s slipped 6.0%. Over the last month, Devon is down 8.5%, and year to date the return is slightly negative at -2.7%. Step back a little further, though, and the picture broadens: shares have dropped 22.2% in the past year, but if you zoom out to five years,...
NasdaqGS:IDXX
NasdaqGS:IDXXMedical Equipment

SaaS and AI Leadership Addition Could Be a Game Changer for IDEXX Laboratories (IDXX)

On October 6, 2025, IDEXX Laboratories, Inc. elected Karen Peacock, former CEO of Intercom and an expert in SaaS and AI, to its Board of Directors, while expanding the Board to eleven members. Peacock’s background in B2B software and artificial intelligence brings fresh expertise to IDEXX as the company advances in veterinary diagnostics and digital transformation. To assess how the addition of experienced technology leadership may shape IDEXX’s future, we’ll review its investment narrative...
NYSE:CXT
NYSE:CXTElectronic

Will Leadership Changes at Crane NXT (CXT) Shape Its Long-Term Talent Strategy and Growth Potential?

Crane NXT recently announced the appointment of Kim DiMaurizio as Senior Vice President and Chief People Officer, effective October 1, 2025, where she will oversee global human resources strategy and talent management initiatives. Her extensive experience in global HR leadership at companies like Jazz Pharmaceuticals and Campbell Soup Company is seen as an asset as Crane NXT looks to strengthen its workforce and organizational capabilities. We'll explore how Crane NXT’s strong quarterly...
NYSE:THS
NYSE:THSFood

TreeHouse Foods (THS): Exploring Valuation After Recent 13% Share Price Rally

TreeHouse Foods (THS) shares have been on the move this month, with the stock rising 13%. While the company has seen ups and downs this year, its recent momentum is getting the attention of investors. See our latest analysis for TreeHouse Foods. This latest rally follows a long stretch of challenges for TreeHouse Foods, with a one-year total shareholder return of -51.6%. Despite the recent 13% boost in the share price over the past month, momentum is only just starting to build after a tough...
NasdaqGS:PENG
NasdaqGS:PENGSemiconductor

Penguin Solutions (PENG) Drops 23.7% After 2025 Guidance Cut and Major Business Exit—Is the Growth Story Intact?

Earlier this week, Penguin Solutions, Inc. reported fourth-quarter and full-year 2025 results, highlighted by an earnings beat but a miss on revenue expectations, the announcement of a US$75 million share buyback, and softer-than-expected guidance for fiscal 2026 amid the wind-down of legacy operations. An important development is the company’s phase-out of its Penguin Edge business and the anticipated cessation of hyperscale hardware sales, which management indicated could create a...
NYSE:AON
NYSE:AONInsurance

What Does the NFP Wealth Business Sale Mean for Aon's Share Price in 2025?

If you are holding Aon stock, or even just watching from the sidelines, you have every reason to feel intrigued right now. The company’s share price has shown a mixed bag of performance lately, dipping 1.0% over the last week and sliding 0.6% in the past month. However, taking a longer view presents a much rosier picture, with a 1.5% gain year-to-date, 36.2% growth over three years, and 76.0% across five years. That blend of near-term bumps and long-term strength keeps the debate going on...
NYSE:PX
NYSE:PXCapital Markets

Assessing P10 (PX) Valuation Following Recent Share Price Pullback

P10 (PX) shares are drawing attention, with its stock showing a decline over the past month. Investors are curious about what is driving the movement as they assess the company’s longer-term trajectory and recent performance. See our latest analysis for P10. Over the past year, P10’s share price return has lagged, with momentum fading further in recent weeks. This is evidenced by a 1-month share price return of -15.7%. The 1-year total shareholder return stands at -6.7%, while the 3-year...
NasdaqGM:GPCR
NasdaqGM:GPCRPharmaceuticals

Structure Therapeutics (GPCR): Assessing Valuation After Recent Share Price Surge

Structure Therapeutics (GPCR) shares have caught the attention of investors recently as the company’s stock has returned over 58% in the past 3 months. This strong upward move has prompted questions about what is driving this momentum and whether it is sustainable. See our latest analysis for Structure Therapeutics. Looking beyond the rapid 44% one-month share price return, Structure Therapeutics has more than doubled in the past quarter, indicating a surge in momentum and renewed optimism...
NasdaqGS:DXCM
NasdaqGS:DXCMMedical Equipment

Should You Reconsider DexCom After Shares Fall 14% in April 2025?

Trying to decide whether DexCom belongs in your portfolio right now? You are definitely not alone. The company is a household name in continuous glucose monitoring, but the ride for DexCom’s stock has been anything but steady. Over the last year, DexCom shares have trended down by 5.9%. If you zoom out to 3 or even 5 years, the declines are steeper, dropping 33.1% and 35.7% respectively. Even just this past month, the stock is down 14.3%. Whether that signals a hidden opportunity or greater...
NYSE:COR
NYSE:CORHealthcare

Can Analyst Upgrades Reveal New Strengths in Cencora's (COR) Competitive Positioning?

In recent days, Evercore ISI added Cencora to its "Tactical Outperform" list ahead of the third-quarter earnings season, while analysts revised earnings estimates upwards for the company. This heightened analyst optimism reflects growing confidence in Cencora’s value proposition and anticipated earnings growth within the U.S. pharmaceutical distribution sector. We'll explore how increased analyst coverage and upward earnings estimate revisions may influence Cencora's forward-looking...
NasdaqGM:VITL
NasdaqGM:VITLFood

Did Analyst Optimism and New Investment Just Redefine Vital Farms' (VITL) Growth Story?

Vital Farms has recently attracted positive analyst coverage and new institutional investment, supported by accelerating demand for its ethically produced eggs and butter. The company's unique approach, working with over 500 small family farms and emphasizing organic, sustainable food, continues to bolster both revenue growth and strong brand loyalty. We'll explore how rising analyst confidence and higher expected earnings growth may reshape Vital Farms’ long-term investment...
NYSE:DRD
NYSE:DRDMetals and Mining

Is DRDGOLD Still a Smart Pick After Stunning 179.9% Price Surge in 2025?

Trying to decide what to do with your DRDGOLD stock or thinking about jumping in? You are not alone. Over the past year, DRDGOLD’s price has been anything but boring, rising a stunning 179.9% over the last 12 months and delivering a massive 218.8% year-to-date. In just the last month, the stock has added another 25.6%, leaving most of the sector in the dust. Even in the last week, it edged up a solid 0.5%, showing resilience as investors weigh shifting signals in the gold market. Part of this...
NYSE:BSM
NYSE:BSMOil and Gas

Is There an Opportunity in Black Stone Minerals After the 13% Price Drop in 2025?

Thinking about what to do with Black Stone Minerals stock? Whether you’re sitting on some units already or just considering a buy, you’re definitely not alone. After a tough start to the year, with the price dropping 13.3% so far, a lot of investors are re-examining their stance. But here’s the twist: while the 7-day return is down 4.9%, the past month brought a small turnaround with a 3.0% gain. That kind of short-term volatility can make it tricky to judge the real story, especially when...
NYSE:PSN
NYSE:PSNProfessional Services

How the Hudson Tunnel Project Contract Extension Could Strengthen Parsons’ (PSN) Infrastructure Leadership

MPA Delivery Partners, a joint venture including Parsons Corporation, Mace, and Arcadis, recently announced a US$665 million, 4.5-year contract extension from the Gateway Development Commission to continue managing the Hudson Tunnel Project, a vital rail infrastructure initiative linking New York and New Jersey and projected to create over 95,000 jobs nationwide. This contract solidifies Parsons’ role in one of the country's most significant infrastructure projects, highlighting its ability...
NYSE:MKL
NYSE:MKLInsurance

Markel Group (MKL): Exploring Valuation After Recent Modest Share Price Shifts

Markel Group (MKL) shares have shown modest shifts recently, following a relatively quiet period without a specific news announcement driving price action. Investors watching Markel Group might be weighing its longer-term performance and steady fundamentals rather than trading on near-term headlines. See our latest analysis for Markel Group. Markel Group’s share price has edged down slightly in recent weeks, but the broader trend tells a more optimistic story, with an 11.6% year-to-date share...
NYSE:HUBS
NYSE:HUBSSoftware

What HubSpot (HUBS)'s GenAI Summit Debut and OpenAI Partnership Means for Shareholders

Earlier this month, HubSpot presented at the GenAI Summit 2025 in San Francisco, highlighting its new integration with OpenAI’s ChatGPT ecosystem and unveiling AI-driven features for enterprise users. This collaboration with OpenAI underscores HubSpot’s evolving role in the enterprise AI landscape, as institutions and technology partners are increasingly recognizing its adaptability through advanced automation and platform integrations. We'll explore how HubSpot’s focus on AI integrations...
NYSE:XPEV
NYSE:XPEVAuto

Why XPeng (XPEV) Is Up After Record Q3 EV Deliveries and Global Expansion Push

XPeng Inc. recently announced its September and third quarter 2025 vehicle delivery results, achieving a record 41,581 Smart EVs delivered in September and surpassing 116,000 units for the quarter, both reflecting very high year-over-year growth rates. Alongside rapid global expansion into markets such as North Africa, this delivery surge underscores XPeng’s increasingly prominent role in the evolving Smart EV sector. We’ll examine how XPeng’s record EV delivery performance may influence its...
NYSE:ECG
NYSE:ECGConstruction

Assessing Everus Construction Group’s (ECG) Valuation Following Top Analyst Upgrades and Strong Earnings Momentum

Everus Construction Group (ECG) has drawn attention in the construction sector after a recent jump to a top Zacks Rank, with upward earnings estimate revisions and improving analyst sentiment driving the story this week. See our latest analysis for Everus Construction Group. Everus Construction Group’s share price momentum stands out in an industry wrestling with cost pressures and tariffs. Despite a brief dip of about 5.6% in the last session, the stock remains up nearly 20% year-to-date and...