NYSE:CDRE
NYSE:CDREAerospace & Defense

Cadre Holdings (CDRE): Evaluating Valuation After Dividend Declaration and Strategic Growth Moves

Cadre Holdings (NYSE:CDRE) has declared a quarterly cash dividend of $0.095 per share. This move underscores its focus on returning capital to shareholders as it pursues growth through both acquisitions and company initiatives. See our latest analysis for Cadre Holdings. Cadre Holdings has seen momentum pick up lately, with a 1-month share price return of nearly 20% and a 29% gain over the last quarter. While its latest dividend reflects management’s optimism, investors are also eyeing the...
NasdaqGM:FIVN
NasdaqGM:FIVNSoftware

Five9 (FIVN): Examining Valuation as Shares Rebound 9% Over the Last Week

Five9 (FIVN) shares have shown some movement recently, with the stock gaining 2% in the last day and nearly 9% over the past week. Investors are watching the stock’s performance, especially in light of its changing momentum. See our latest analysis for Five9. Five9’s momentum has picked up recently, but zooming out, the stock’s share price has struggled with a year-to-date decline of nearly 42% and a one-year total shareholder return of negative 20%. This combination of sharp moves and...
NasdaqGS:POWL
NasdaqGS:POWLElectrical

Powell Industries (POWL): Assessing Valuation in Light of Market Optimism Following Softer September Inflation Data

Shares of Powell Industries (POWL) surged 7% after investors cheered a cooler-than-expected September inflation reading. This development spurred hopes that the Federal Reserve could ease interest rates in the coming months and lift equity valuations. See our latest analysis for Powell Industries. Powell Industries’ share price has been on a tear, climbing nearly 60% year-to-date and jumping over 25% in the past month alone as a wave of optimism sweeps through industrial stocks after positive...
NYSE:PGR
NYSE:PGRInsurance

What Recent Slump Means for Progressive Shares After Years of Strong Gains

If you are wondering what to do with Progressive stock right now, you are not alone. When a stock has risen a whopping 163.1% over the past five years but has slumped nearly 10% in the last month, it is natural to pause and ask whether now is the moment to buy, sell, or simply watch from the sidelines. Progressive’s road recently has been bumpy, down 2.9% in the last week and still negative for the year, but zoom out and the longer-term trajectory is impressive. This is a company that has...
NYSE:CNX
NYSE:CNXOil and Gas

Should CNX Resources' (CNX) Carbon-Neutral Data Center Push Signal a Shift in Its Energy Strategy?

JLL recently announced a partnership with CNX Resources to market and lease the 1,500-acre Zediker Station site in South Strabane Township, emphasizing its potential for carbon-neutral data center development powered by remediated mine gas and natural gas blending. This move showcases CNX Resources integrating sustainable energy innovation with advanced technology infrastructure, positioning the company at the intersection of clean energy and digital transformation in the Appalachian...
NasdaqGS:WGS
NasdaqGS:WGSHealthcare

Why GeneDx (WGS) Is Up 6.6% After Florida State Partnership and FDA Breakthrough Device Nod

GeneDx Holdings was selected as a partner by Florida State University for the Sunshine Genetics Act, the first statewide genomic newborn screening program, and also received FDA Breakthrough Device Designation for its whole genome and exome tests aimed at diagnosing rare and life-threatening diseases. These developments position GeneDx at the forefront of integrating advanced genomics into routine pediatric care and accelerating regulatory pathways for innovative diagnostics. We'll explore...
NYSE:DELL
NYSE:DELLTech

Dell Technologies (DELL) Advances AI Data Platform with NVIDIA Integration—Will This Reshape Its Enterprise Edge?

Earlier this week, Dell Technologies announced advancements to its AI Data Platform, aiming to help enterprises convert distributed data into more reliable AI outcomes, with integration of NVIDIA's technology and new product releases slated through early 2026. This move positions Dell at the forefront of scalable enterprise AI solutions, reflecting its expanding influence in meeting the surging demand for robust data infrastructure and AI-driven workloads across industries. We'll explore how...
NYSE:GEV
NYSE:GEVElectrical

How GE Vernova’s (GEV) Strong Orders and Prolec Deal Could Shape Its Grid Market Position

In the past week, GE Vernova reported stronger-than-expected third-quarter results, highlighted by a 55% organic surge in orders and a reaffirmed full-year revenue guidance, while also announcing a US$5.3 billion deal to acquire the remaining 50% of transformer-maker Prolec GE. This acquisition is set to enhance the company’s Electrification segment and expand its presence in the North American grid market, in line with rising demand for grid equipment and services. GE Vernova’s order and...
NYSE:NEE
NYSE:NEEElectric Utilities

NextEra Energy (NEE): Assessing Valuation After Recent Share Price Momentum

NextEra Energy (NEE) has appeared on investor radars following a recent uptick in its stock price over the past month. Shares rose 11% during that time, outpacing many large utility peers and prompting fresh questions about the company’s valuation. See our latest analysis for NextEra Energy. It’s not just a one-month pop for NextEra Energy; the 11% gain in the last 30 days caps off a strong streak, with shares up 18% in the past quarter. While the latest momentum comes as investors look for...
NYSE:ROK
NYSE:ROKElectrical

A Look at Rockwell Automation’s Valuation as Earnings and New Product Launches Spark Investor Interest

Rockwell Automation (NYSE:ROK) is drawing extra attention ahead of its fourth-quarter earnings release on November 6. This comes as new product launches at Automation Fair 2025 and major event appearances are stirring market curiosity. See our latest analysis for Rockwell Automation. Between buzzworthy new product launches and prominent appearances at industry events, Rockwell Automation’s recent momentum has been hard to ignore. The share price has powered ahead with a 26.91% gain...
NasdaqGS:AGYS
NasdaqGS:AGYSSoftware

Will Rising Revenue Forecasts for Agilysys (AGYS) Shift Long-Term Expectations Despite EBITDA Miss?

Agilysys (NASDAQ:AGYS), a provider of hospitality software, recently announced it will release Q2 2026 earnings after market close on Monday, following a quarter in which it surpassed revenue estimates but missed EBITDA forecasts. A recent uptick in analyst revenue estimates for both 2026 and 2027, combined with an 'Outperform' consensus rating, has fueled optimism ahead of the upcoming results. We'll examine how heightened analyst expectations and increased revenue forecasts ahead of...
NYSE:LOB
NYSE:LOBBanks

How Strong Q3 Growth and Rising Charge-Offs at Live Oak Bancshares (LOB) Have Changed Its Investment Story

Live Oak Bancshares reported strong third quarter results for the period ended September 30, 2025, highlighted by net interest income of US$115.49 million, net income of US$26.52 million, and significant loan and deposit growth, despite a sharp rise in net charge-offs to US$16.82 million from US$1.71 million a year earlier. In addition to robust operational growth, the company completed a preferred stock offering that raised US$96.3 million and recorded a pre-tax gain from the sale of...
NasdaqGS:FLYW
NasdaqGS:FLYWDiversified Financial

Assessing Flywire (FLYW) Valuation After Workday Integration Boosts Attention and Efficiency

Flywire (FLYW) has announced a certified integration between its payments platform and Workday Student, a leading information system for higher education institutions. The new partnership aims to simplify billing processes and improve the financial experience for students and administrators alike. See our latest analysis for Flywire. Flywire’s certified Workday partnership has fueled renewed optimism and brought the company into focus, but the market’s response has been mixed. Despite a...
NYSE:TPL
NYSE:TPLOil and Gas

Texas Pacific Land (TPL): Assessing Valuation After Earnings Miss and Dual Listing Announcement

Texas Pacific Land (TPL) just posted second-quarter earnings and revenue that missed market expectations, stirring reactions among investors. At the same time, the company is preparing for a dual listing on the NYSE Texas exchange. See our latest analysis for Texas Pacific Land. Shares have struggled to hold momentum lately, reflected in a year-to-date share price return of -21.31%. While the latest quarterly miss and dual listing news may have fueled recent declines, long-term holders have...
NYSE:PHM
NYSE:PHMConsumer Durables

A Fresh Look at PulteGroup (PHM) Valuation Following Q3 Earnings and Analyst Reactions

PulteGroup (PHM) reported its third-quarter earnings, showing a decline in both revenue and net income compared to last year. This earnings release has already sparked updated outlooks from several Wall Street analysts, influencing the conversation for investors. See our latest analysis for PulteGroup. PulteGroup’s share price has pulled back in recent weeks, down 8.1% over the past month, after softer earnings and a wave of analyst reevaluations put pressure on the stock. Even though...
NYSE:AUB
NYSE:AUBBanks

How Sandy Spring Acquisition and Elevated Credit Costs at Atlantic Union Bankshares (AUB) Have Changed Its Investment Story

Atlantic Union Bankshares reported third quarter 2025 earnings, reflecting robust year-over-year revenue growth to US$375.38 million due to the Sandy Spring acquisition, but earnings per share of US$0.63 fell short of expectations amid higher credit costs and merger-related expenses. An important insight is the company's successful integration of Sandy Spring Bancorp, which has improved operational efficiency and expanded its presence in key Mid-Atlantic markets. We'll explore how Atlantic...
NasdaqGS:WDC
NasdaqGS:WDCTech

How Should Investors Approach Western Digital Shares After a 109% Surge in 2025?

Thinking about what to do with Western Digital stock right now? You are not alone. After such a wild run, with shares up 21.1% in just the last 30 days and clocking a jaw-dropping 109.2% return year-to-date, plenty of investors are weighing their next move. Even the long-term numbers will make you do a double-take, with shares soaring 384.0% over three years. That kind of performance gets attention, but it also brings questions: Has Western Digital’s price growth run too far too fast, or does...
NYSE:HCA
NYSE:HCAHealthcare

Will Raised Guidance and Strong Volumes Shift HCA Healthcare’s (HCA) Investment Narrative?

HCA Healthcare recently reported third-quarter results that surpassed analyst expectations, alongside a raised full-year guidance for revenue, earnings, and net income through 2025 and a declared US$0.72 per share quarterly cash dividend payable in December. Growth was driven by increased patient volumes, higher Medicaid supplemental payments, and ongoing investments in operational and digital initiatives, highlighting continued confidence in healthcare demand and performance...
NYSE:TR
NYSE:TRFood

Tootsie Roll (TR): Evaluating Valuation After Strong Q3 Growth Driven by Halloween Demand and Marketing Success

Tootsie Roll Industries (TR) unveiled its Q3 2025 results with sales and earnings both rising year on year. Seasonal demand ahead of Halloween and solid marketing played key roles in pushing performance higher this quarter. See our latest analysis for Tootsie Roll Industries. Despite a boost from pre-Halloween demand and solid Q3 results, Tootsie Roll Industries’ share price has cooled off lately, falling nearly 14% over the past week and trimming some of the year’s earlier gains. Still,...
NYSE:UE
NYSE:UERetail REITs

Urban Edge Properties (UE): Valuation Insights After UBS Starts Coverage, Citing Leasing Gains and Tenant Risk

UBS just kicked off coverage of Urban Edge Properties (UE) with a neutral rating, pointing to the company’s steady leasing momentum and income growth. Analysts are also noting risks tied to exposure from tenants such as Kohl’s. See our latest analysis for Urban Edge Properties. Urban Edge Properties has moved steadily in recent months, with investor sentiment reflecting both the company’s continued leasing strength and ongoing concerns about tenant risk. While the 1-year total shareholder...
NYSE:DECK
NYSE:DECKLuxury

Can Deckers (DECK) Balance HOKA Momentum With US and Tariff Pressures Ahead?

Earlier this week, Deckers Outdoor Corporation reported strong second-quarter results with sales rising to US$1.43 billion and net income reaching US$268.15 million, while also announcing cautious full-year guidance due to anticipated cost and demand challenges. Despite robust international growth for its HOKA and UGG brands, management warned that US consumer caution and tariffs are expected to impact upcoming earnings. We'll explore how the muted full-year outlook, driven by tariff and...
NYSE:BROS
NYSE:BROSHospitality

Dutch Bros (BROS): Exploring Valuation Following a 60% 1-Year Shareholder Return

Dutch Bros (BROS) continues to capture investor attention with its steady performance over the past year. Shares have climbed 60% during this period, outpacing many fast-growing consumer brands in the current market landscape. See our latest analysis for Dutch Bros. Fresh off a 1-year total shareholder return of 60%, Dutch Bros' stock has shown impressive momentum, with its latest one-month share price return of over 7% suggesting ongoing optimism for the growth story. While there have been...
NasdaqGS:ALGM
NasdaqGS:ALGMSemiconductor

Allegro MicroSystems (ALGM) Is Up 6.4% After Launching High-Speed EV Sensor - Has The Bull Case Changed?

Earlier this month, Allegro MicroSystems introduced the ACS37100, the first commercially available magnetic current sensor with a 10 MHz bandwidth, leveraging advanced XtremeSense™ TMR technology to address control challenges in fast-switching applications like electric vehicles and clean energy power systems. This product innovation is positioned to improve power system efficiency and reliability in demanding sectors by enabling precise, high-speed current sensing for next-generation...
NasdaqGS:TCBI
NasdaqGS:TCBIBanks

Texas Capital (TCBI) Jumps 8.3% on Record Q3 Results and Reaffirmed 2025 Earnings Outlook

Texas Capital Bancshares recently reported third-quarter 2025 results, achieving record revenue of US$340 million and net income of US$105.2 million, alongside the completion of a US$7.01 million share buyback tranche and reaffirmed full-year earnings guidance for 2025. The company’s ongoing business transformation has accelerated growth in fee-based areas such as investment banking and treasury solutions, fueling improved operational efficiency and diversified earnings streams. We'll...