NasdaqGS:CRTO
NasdaqGS:CRTOMedia

Will Criteo’s (CRTO) AI-Powered Integration With Xnurta Strengthen Its Retail Media Competitive Edge?

Recently, Xnurta announced the integration of Criteo's Retail Media API, enabling advertisers to create, manage, and optimize campaigns across Criteo’s 225 retail networks using Xnurta’s unified AI-powered platform. This integration provides advertisers with comprehensive reporting and advanced automation directly within Xnurta, expanding Criteo’s exposure to AI-driven advertising and making campaign management more seamless across major retail networks. We'll examine how the expanded AI...
NYSE:BOH
NYSE:BOHBanks

Is Bank of Hawaii's Improved Profitability and Completed Buyback Changing the Investment Case for BOH?

Bank of Hawaii Corporation reported higher net interest income and net income for the third quarter ended September 30, 2025, alongside a quarterly cash dividend affirmation and disclosure of stable loan charge-offs during the period. An interesting detail is that the bank completed a share repurchase program dating back to 2011, having repurchased over 10.79 million shares for US$695.67 million, representing nearly one-quarter of its shares under that plan. We’ll examine how improved...
NYSE:ACA
NYSE:ACAConstruction

Arcosa (ACA): Is the Market Overlooking the True Value?

Arcosa (ACA) shares have been drawing attention lately as investors look for new signals around the company’s performance and outlook. In recent weeks, the stock has delivered mixed returns, which has sparked interest in what is driving these moves. See our latest analysis for Arcosa. Arcosa’s share price has seen a notable rally lately, rising over 11% for the month, even after a dip last week. While the stock’s 1-year total shareholder return is down 6.5%, its 3-year and 5-year total...
NasdaqGS:CASH
NasdaqGS:CASHBanks

How Will Pathward’s Upstart Partnership Shape Its Digital Growth and Partnership Strategy for CASH Investors?

Pathward Financial recently announced a partnership with Upstart to offer personal loans through Upstart’s lending marketplace, expanding its consumer lending presence. This collaboration highlights Pathward’s focus on financial inclusion by leveraging technology and partnerships to broaden access to innovative financial products for individuals and businesses. Now, we’ll explore how this expansion into personal loans through Upstart may influence Pathward’s broader digital growth and...
NasdaqGS:POOL
NasdaqGS:POOLRetail Distributors

Assessing Pool Corp (POOL) Valuation After Recent Share Price Uptick

Pool (POOL) shares finished slightly higher today, adding around 1% after several weeks of declines. Investors are watching to see whether the stock might rebound after losing about 24% since the start of the year. See our latest analysis for Pool. After a tough stretch this year, Pool’s share price is showing early signs of life. Today’s uptick follows a month-long slide and a year-to-date share price return of -24%. Although its one-year total shareholder return is down over 31%, momentum...
NYSE:MTG
NYSE:MTGDiversified Financial

A Fresh Look at MGIC Investment’s (MTG) Valuation After Quarterly Earnings and Share Buybacks

MGIC Investment (MTG) just reported third quarter results, highlighting a bump in earnings per share even as revenue and net income slipped slightly. Investors are also watching the company’s recently completed share buybacks, which signal ongoing capital return. See our latest analysis for MGIC Investment. MGIC Investment’s steady earnings growth and active share buybacks appear to be fueling its momentum. The stock has delivered an impressive 18.4% year-to-date share price return and a...
NYSE:OSK
NYSE:OSKMachinery

Oshkosh (OSK): Valuation in Focus After 2025 Guidance Cut and Flat Quarterly Results

Oshkosh (OSK) updated its 2025 guidance, signaling lower revenue projections as the company anticipates reduced sales in its Transport and Access segments. This development comes alongside the release of their recent quarterly earnings. See our latest analysis for Oshkosh. While Oshkosh’s revised outlook spurred a brief dip in its share price, the stock is still up nearly 30% year-to-date. Total shareholder return has climbed 9.8% over the last year and an impressive 66% over five years. This...
NYSE:NOMD
NYSE:NOMDFood

Has Nomad Foods’ 7% Rebound Sparked a Fresh Look at Its True Value?

Ever wondered if Nomad Foods stock could be a hidden value gem in today’s market? You’re in good company, and a closer look is coming up. After sliding by 27.3% year-to-date, the stock has shown signs of life lately with a 7.3% rebound in the past week. This has drawn fresh attention from investors eyeing potential opportunities or shifting risks. Recent headlines have focused on broader industry dynamics and changing consumer trends that directly impact Nomad Foods’ outlook. Notably,...
NYSE:CNK
NYSE:CNKEntertainment

A Fresh Look at Cinemark Holdings (CNK) Valuation After Q3 Results, Buyback, and Dividend Boost

Cinemark Holdings (CNK) just posted its third-quarter results, revealing a drop in both revenue and net income from last year. However, management emphasized capturing a record U.S. market share and clearing the company’s pandemic-related debt. See our latest analysis for Cinemark Holdings. Despite posting lower quarterly earnings, Cinemark Holdings has caught investors’ attention through a flurry of updates, including settling its pandemic debt, unveiling a $300 million buyback, and raising...
NasdaqGS:WERN
NasdaqGS:WERNTransportation

How Investors Are Reacting to Werner Enterprises (WERN) Third Quarter Loss and Higher Litigation Costs

Werner Enterprises reported third quarter 2025 results showing revenue of US$771.5 million and a net loss of US$20.58 million, primarily due to increased operating costs and an US$18 million litigation settlement. The Werner Logistics segment delivered 12.5% revenue growth and improved operating income, signaling resilience amid wider cost and legal pressures on the company. We'll examine how elevated operating expenses, including litigation costs, impact Werner Enterprises' investment...
NasdaqGM:LMAT
NasdaqGM:LMATMedical Equipment

LeMaitre Vascular (LMAT): Assessing Valuation After Strong Q3 Results and Upbeat Full-Year Guidance

LeMaitre Vascular (LMAT) caught investor attention following its latest update, as the company posted strong third quarter results and set higher expectations for both the upcoming quarter and full year. See our latest analysis for LeMaitre Vascular. LeMaitre Vascular’s strong financial update and upbeat full-year outlook have caught the market’s attention, but the share price tells a more nuanced story. While the latest results sparked a modest uptick and the stock now trades at $86.82, the...
NYSE:LTC
NYSE:LTCHealth Care REITs

A Fresh Look at LTC Properties’s Valuation Following Senior Housing Expansion and Strategic Portfolio Shift

LTC Properties reported a busy quarter, with management highlighting faster than expected growth in its senior housing operating portfolio after exiting skilled nursing. Portfolio repositioning, improved revenue, and new partnerships are front and center for investors this week. See our latest analysis for LTC Properties. Despite a mixed quarter with lowered earnings guidance and a reported net loss mainly due to non-cash write-offs, LTC Properties’ strategic pivot toward senior housing...
NYSE:ABG
NYSE:ABGSpecialty Retail

Asbury Automotive Group (ABG): Assessing Valuation After Q3 Earnings Growth and Continued Buybacks

Asbury Automotive Group (ABG) caught investors’ attention after reporting higher revenue and net income for the third quarter of 2025, with earnings per share also climbing from last year. The continued share buyback program added another layer of momentum to the story. See our latest analysis for Asbury Automotive Group. Asbury Automotive Group’s recent earnings beat and ongoing buyback program have revived optimism, even as the stock’s short-term momentum remains muted. The 1-year total...
NYSE:LYV
NYSE:LYVEntertainment

Will Live Nation’s (LYV) Rising Revenues Offset Slower Profit Growth for Long-Term Investors?

Live Nation Entertainment recently reported third quarter 2025 earnings, with revenue rising to US$8.50 billion from US$7.65 billion year-on-year, while net income was US$431.46 million compared to US$451.81 million in the prior year period. The company's international expansion and investments in large venue shows have fueled strong top-line growth, supported by heightened sponsorships and ongoing actions to improve the ticketing experience for fans. Let's explore how Live Nation's record...
NYSE:CRI
NYSE:CRILuxury

Does Carter's Recent 15% Jump Signal a Fairly Priced Opportunity in 2025?

Wondering if Carter's could be a hidden gem or if the recent negativity has pushed the price low enough to warrant a second look? Let’s break down what the numbers and recent events are really telling us about the company’s true value. The stock has had a bumpy ride lately, jumping 15.4% over the last 30 days yet still down 41.1% for the year and 33.7% over the past twelve months. Market watchers have highlighted Carter's involvement in industry cost-saving initiatives...
NasdaqGS:CNOB
NasdaqGS:CNOBBanks

ConnectOne Bancorp (CNOB): Valuation Insights Following Analyst Upgrade and Strong Q3 Earnings

Piper Sandler’s recent upgrade of ConnectOne Bancorp (CNOB) to an overweight rating followed closely after third quarter results that showed clear jumps in both net interest income and net income year over year. See our latest analysis for ConnectOne Bancorp. ConnectOne Bancorp’s share price has seen renewed momentum lately, closing at $24.34 and notching a 6.2% return over the past 90 days. While the year-to-date share price return stands at 8.0%, longer-term performance tells a more mixed...
NasdaqGS:CCEC
NasdaqGS:CCECShipping

Assessing Capital Clean Energy Carriers (NasdaqGS:CCEC) Valuation Following Renewed Investor Interest and Shareholder Returns

Capital Clean Energy Carriers (CCEC) shares have seen some movement lately, prompting renewed interest from investors. With recent shifts in performance over the past month and year, many are watching to see if there is a new trend emerging for CCEC. See our latest analysis for Capital Clean Energy Carriers. While Capital Clean Energy Carriers shares have bounced lately, their 1-year total shareholder return of 15.1% stands out, fueled by both steady underlying progress and shifts in investor...
NasdaqCM:ELDN
NasdaqCM:ELDNBiotechs

Evaluating Eledon Pharmaceuticals (ELDN) Valuation Following Phase 2 BESTOW Results and Pipeline Progress

Eledon Pharmaceuticals (ELDN) is in the spotlight after presenting Phase 2 clinical trial results for its lead drug, tegoprubart, aimed at preventing rejection in kidney transplant patients. The data, while mixed on headline endpoints, has intensified market and medical sector curiosity about the company’s pipeline. See our latest analysis for Eledon Pharmaceuticals. Eledon’s share price took a dramatic hit this week, dropping nearly 50% in a single day after the Phase 2 trial update. This...
NYSE:MUSA
NYSE:MUSASpecialty Retail

A Look at Murphy USA’s Valuation Following Buyback, Dividend Hike, and Leadership Transition News

Murphy USA announced a wave of major updates this week, including naming Mindy K. West as President and CEO-designate, a sizable $2 billion buyback authorization, and a 19% dividend increase. Each move carries meaningful implications for investors. See our latest analysis for Murphy USA. The past year has been challenging for Murphy USA investors, with a year-to-date share price return of -26.3% and a one-year total shareholder return of -29.6%. This reflects fading momentum, even as buybacks...
NasdaqGS:COHU
NasdaqGS:COHUSemiconductor

Cohu (COHU) Valuation in Focus After Major Investor Trims Stake and Financial Challenges Persist

Victory Capital Management recently trimmed its stake in Cohu (COHU) by nearly 30%, just as the semiconductor company reported another quarter of ongoing financial challenges and delivered cautious guidance for the future. See our latest analysis for Cohu. Cohu’s 20% share price rally over the last month has caught investors’ attention, even as the company remains down 9.5% year-to-date. Recent momentum comes alongside a narrowing quarterly loss and a modest rise in sales. However, long-term...
NYSE:MHK
NYSE:MHKConsumer Durables

A Closer Look at Mohawk Industries (MHK) Valuation Following CFO Succession Announcement

Mohawk Industries (MHK) announced a planned transition in its financial leadership, with long-serving CFO James F. Brunk set to retire in April 2026. Nicholas P. Manthey, currently Vice President of Corporate Finance and Investor Relations, will assume the role of CFO. See our latest analysis for Mohawk Industries. The planned CFO transition comes soon after Mohawk Industries posted a disappointing set of earnings, affected by a US$145 million one-off expense that weighed on the bottom line...
NYSE:GKOS
NYSE:GKOSMedical Equipment

Raised Guidance and 2026 Outlook Might Change the Case for Investing in Glaukos (GKOS)

Glaukos Corporation recently reported third quarter 2025 results, highlighting a year-over-year sales increase to US$133.54 million and a reduced net loss of US$16.23 million, alongside raised full-year revenue guidance and a new 2026 outlook. The company's improved profitability and introduction of preliminary 2026 revenue expectations reflect growing confidence in its ongoing operational and commercial progress. We'll explore how Glaukos' raised 2025 guidance and outlook for 2026 inform...
NasdaqGS:WSFS
NasdaqGS:WSFSBanks

WSFS Financial (WSFS): Valuation Perspective Following Q3 EPS Growth and Analyst Upgrade

WSFS Financial (WSFS) reported a 27% rise in third quarter earnings per share for 2025, which was driven by better asset quality, strong net interest income, and careful expense management. This signals ongoing strength in the company's fundamentals. See our latest analysis for WSFS Financial. WSFS Financial’s latest share price of $54.37 reflects a steady upward trend amid notable events, including the appointment of Michelle Hong to its board and a recent analyst upgrade that highlights...
NYSE:BLX
NYSE:BLXDiversified Financial

Does BLX’s Dividend Boost Reflect Enduring Profit Growth or Just Short-Term Strength?

Banco Latinoamericano de Comercio Exterior S. A.’s Board of Directors approved a quarterly common dividend of US$0.625 per share for the third quarter of 2025, payable November 25 to shareholders registered as of November 10, following the company’s announcement of higher net income and net interest income for the period ended September 30, 2025. These results highlight the bank’s ability to deliver rising profitability and ongoing shareholder returns amid a competitive and evolving regional...