NYSE:BLCO
NYSE:BLCOMedical Equipment

Bausch + Lomb (NYSE:BLCO): Assessing Valuation After Q3 Revenue Growth and 2025 Guidance Update

Bausch + Lomb (NYSE:BLCO) released its third quarter earnings, reporting higher revenue than last year but also posting a net loss for the period. The company also updated its full-year 2025 revenue guidance. See our latest analysis for Bausch + Lomb. After a rough start this year, Bausch + Lomb’s recent 15.98% gain over the past 90 days signals that momentum may be shifting as investors digest stronger revenue and the latest guidance update. Still, with a 1-year total shareholder return of...
NYSE:DELL
NYSE:DELLTech

Assessing Dell Technologies (DELL) Valuation After Recent Share Price Dip and Analyst Targets

Dell Technologies (DELL) shares have delivered a mixed performance over recent months, catching the attention of investors interested in long-term trends and valuation. While the stock price has dipped in the past week, its year-to-date return stands around 22%. See our latest analysis for Dell Technologies. Despite some turbulence, such as last week’s sharp pullback, Dell Technologies is still riding solid momentum, with a 22% year-to-date share price return and a three-year total...
NasdaqGS:SANM
NasdaqGS:SANMElectronic

Sanmina (SANM) Is Up 6.6% After Issuing Strong Guidance and Attracting Institutional Interest – What's Changed

Sanmina Corporation recently reported its fourth quarter and full year 2025 financial results, posting increased annual sales to US$8.13 billion and issuing revenue guidance of US$2.9 billion to US$3.2 billion for the next quarter. Institutional sentiment has turned positive, with multiple sources highlighting robust signals and overweight bias, drawing renewed investor focus following strong shareholder and analyst interest. We'll now examine how Sanmina’s updated revenue outlook and...
NYSE:YALA
NYSE:YALAInteractive Media and Services

Yalla Group (NYSE:YALA): Evaluating Valuation Following Q3 Earnings Beat and Upgraded Revenue Outlook

Yalla Group (NYSE:YALA) announced its third quarter results on November 10, reporting higher revenues and net income compared to last year. The company also provided its revenue outlook for the upcoming fourth quarter. Investors took note of both updates. See our latest analysis for Yalla Group. Yalla Group’s latest earnings beat and higher revenue outlook seem to have resonated with investors, as reflected in a 6.25% single-day share price gain following the results. While the 1-year total...
NYSE:CQP
NYSE:CQPOil and Gas

Will Cheniere Energy Partners’ (CQP) Reaffirmed Distributions Offset Weaker Net Income in 2025?

Cheniere Energy Partners, L.P. recently reported its third quarter 2025 results, showing revenue of US$2.40 billion, an increase from last year, while net income declined to US$506 million, and reaffirmed full year distribution guidance of US$3.25 to US$3.35 per common unit. Management also declared a new quarterly cash distribution and maintained a base distribution of US$3.10 per common unit, underscoring the company's capital returns focus despite changes in profitability. We'll explore...
NYSE:ANET
NYSE:ANETCommunications

Arista Networks (ANET): Examining Valuation After Strong Q3 Results and Upbeat Revenue Guidance

Arista Networks (ANET) recently posted strong third quarter results, showing year-over-year gains in both revenue and net income. The company also shared upbeat revenue guidance for the next quarter, which highlights continued business momentum. See our latest analysis for Arista Networks. Despite a rocky stretch in the past month, Arista Networks’ share price has risen 22.8% year-to-date, and its impressive one-year total shareholder return of 38.2% reflects investors’ optimism after strong...
NasdaqCM:CELH
NasdaqCM:CELHBeverage

Celsius Holdings (CELH): Valuation in Focus After Q3 Revenue Beat, Acquisitions, and Stock Pullback

Celsius Holdings (CELH) just delivered an impressive revenue jump for Q3 2025, outpacing forecasts and drawing attention with strong core brand results and new acquisitions. However, the stock slid as investors weighed concerns around PepsiCo-related distribution changes and costs. See our latest analysis for Celsius Holdings. Celsius Holdings’ shares took a sharp hit recently, dropping nearly 25% over the past week, despite a standout Q3 marked by surging revenues and bold moves like...
NasdaqGS:NWE
NasdaqGS:NWEIntegrated Utilities

Is NorthWestern Energy’s (NWE) Reaffirmed Earnings Outlook a Signal of Management’s Long-Term Confidence?

NorthWestern Energy Group recently reported third quarter results with revenue rising to US$387 million but net income declining year-over-year, reaffirmed its 2025 earnings guidance range of US$3.53 to US$3.65 per share, and declared a quarterly dividend of US$0.66 per share payable at the end of December 2025. This combination of higher revenue, steady dividend, and maintained earnings outlook suggests confidence in future performance despite recent profit pressures. We’ll explore how the...
NYSE:ETN
NYSE:ETNElectrical

Eaton (ETN): Evaluating Valuation on Strong Results, Upbeat Guidance, and New Seattle City Light Contract

Eaton, a US-based power management company, recently drew investor attention after reporting solid quarterly results and announcing new earnings guidance. The company also secured a key modernization contract with Seattle City Light. The combination of these newsworthy moments has shifted sentiment in a positive direction. See our latest analysis for Eaton. Eaton’s surge in investor optimism is reflected in its steady uptrend, with a year-to-date share price return of 14.34% and a remarkable...
NYSE:CXW
NYSE:CXWCommercial Services

CoreCivic (CXW) Is Down 7.4% After Cutting 2025 Earnings Outlook Amid Margin Pressures

CoreCivic revised its full-year 2025 earnings guidance downward after reporting third-quarter results, with net income now expected between US$107.0 million and US$113.0 million and diluted EPS between US$0.99 and US$1.05. Despite strong revenue gains and new government contracts, the lower profit outlook highlights continued near-term pressure on margins and overall profitability. We’ll examine how CoreCivic’s reduced earnings guidance may affect its long-term investment narrative and core...
NYSE:FLS
NYSE:FLSMachinery

Should Flowserve's (FLS) Lowered Sales Outlook and Nuclear M&A Focus Prompt Investor Action?

Flowserve Corporation reported third quarter 2025 earnings in late October, revealing significant year-over-year growth in net income, continued sales increases, and progress on a share buyback program, but also announced lowered full-year organic and total sales growth guidance. In addition, management emphasized a focus on acquisitions, particularly in the nuclear sector and complementary flow control solutions, to strengthen its product portfolio and expand project content in key end...
NYSE:SQM
NYSE:SQMChemicals

Sociedad Química y Minera de Chile (NYSE:SQM): Evaluating Valuation After China Approves Codelco Lithium Joint Venture

China's market regulator has conditionally approved the lithium joint venture between Sociedad Química y Minera de Chile (NYSE:SQM) and Codelco, allowing this public-private initiative in the Atacama Salt Flat to advance. This move fits squarely within Chile's push for greater state involvement in lithium production and comes with commitments around supplying lithium to Chinese buyers. See our latest analysis for Sociedad Química y Minera de Chile. Momentum is definitely building for Sociedad...
NYSE:HSY
NYSE:HSYFood

Is Hershey’s Strong Sales But Lower EPS Changing Its Investment Story (HSY)?

On October 30, 2025, Hershey reported third quarter and nine-month financial results, affirming quarterly dividends and raising its full-year 2025 earnings guidance, while also disclosing that no shares were repurchased during the most recent buyback tranche period. Despite higher year-over-year sales, Hershey’s net income and diluted earnings per share saw a significant decline, even as updated guidance signaled a less negative outlook for earnings compared to previous projections. Next, we...
NasdaqGS:BSY
NasdaqGS:BSYSoftware

Will Bentley Systems' (BSY) AI Push and Buybacks Redefine Its Long-Term Value Proposition?

Bentley Systems recently reported third-quarter results, posting revenue of US$375.55 million and net income of US$57.37 million, up from the previous year, and announced it completed a US$157.58 million share repurchase program begun in May 2022. Additionally, EARTHBRAIN Co. Ltd. announced a partnership with Bentley to integrate AI-powered digital twin technology into Smart Construction, enhancing construction site connectivity and digital transformation. We'll look at how Bentley's robust...
NYSE:PSA
NYSE:PSASpecialized REITs

Public Storage (PSA): Evaluating Valuation as Guidance and Q3 Results Point to Improved Growth Outlook

Public Storage (PSA) just reported third quarter results that showed higher revenue and net income compared to last year. In addition, the company raised its full-year 2025 guidance, which has turned some heads among investors. See our latest analysis for Public Storage. Shares of Public Storage have seen notable swings this year, with the latest share price at $272.78 and a 1-year total shareholder return of -15.75%. Despite the recent uptick in quarterly results, the last month’s share...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

Zoom (ZM): Exploring Valuation as New NVIDIA AI Partnership Aims to Boost Enterprise Solutions

Zoom Communications (ZM) is taking a thoughtful step forward this week by partnering with NVIDIA to introduce a hybrid language model that combines its in-house AI with NVIDIA’s Nemotron technology. This move targets efficiency and privacy for enterprise clients in finance, healthcare, and government. See our latest analysis for Zoom Communications. After unveiling this AI collaboration, Zoom’s latest share price sits at $83.16, up 14.9% over the past 90 days. This signals some regained...
NYSE:ZTS
NYSE:ZTSPharmaceuticals

Can Zoetis (ZTS) Sustain Its Leadership in Animal Health with Portela’s EU Launch and Solid Earnings?

Zoetis recently reported third-quarter results showing year-over-year growth in both sales and net income, while also maintaining its full-year guidance for earnings and updating its revenue outlook to a range of US$9.4 billion to US$9.475 billion. The company also received European Commission marketing authorization for Portela, a new monoclonal antibody therapy that advances its leadership in veterinary pain management for cats. We’ll examine how the launch of Portela and strong earnings...
NYSE:MP
NYSE:MPMetals and Mining

Assessing MP Materials (MP) Valuation Following Quarterly Earnings and Share Price Surge

MP Materials (MP) shares climbed over 9% today following a fresh round of quarterly financial results. The company posted strong annual growth in both revenue and net income. This has drawn investor attention as markets evaluate its longer-term potential. See our latest analysis for MP Materials. It's been a rollercoaster year for MP Materials, as the share price has surged over 291% year-to-date, reflecting renewed optimism after a challenging stretch. The 1-year total shareholder return of...
NYSE:MS
NYSE:MSCapital Markets

Could Morgan Stanley (MS)'s Private Markets Push Signal a Shift in Long-Term Growth Strategy?

In recent weeks, Morgan Stanley has made a series of moves to expand its presence in private markets, including acquiring private shares platform EquityZen, introducing a research hub dedicated to high-growth private companies, and integrating technology like Corastone to enhance its wealth management services. These developments reflect Morgan Stanley's intent to broaden investor access to private market insights and streamline alternative asset transactions, positioning the firm to respond...
NasdaqGS:SNPS
NasdaqGS:SNPSSoftware

Synopsys Shares Drop 17% in 2025 as Investors Debate Fair Value

Thinking about whether Synopsys is a bargain or is getting too expensive? You are not alone. It pays to look beyond the surface when a stock like this is on your radar. Shares have seen quite a ride lately, sliding 3.7% over the past week, down 8.7% in the past month, and currently sitting 17.0% lower year-to-date. This comes despite an impressive 81.2% gain over the last 5 years. Part of this recent slide can be tied to shifting investor sentiment following key software industry headlines,...
NYSE:LYV
NYSE:LYVEntertainment

Live Nation (LYV): Exploring Valuation After Recent Shifts in Live Entertainment Trends

Live Nation Entertainment (LYV) shares have recently been reacting to shifting trends within the live music and events industry. Investors are watching how the company is navigating a changing landscape for concerts and ticket sales in the months ahead. See our latest analysis for Live Nation Entertainment. The recent dip in Live Nation’s 7-day and 30-day share price returns comes after a strong run since the start of the year, with total shareholder returns over one, three, and five years...
NYSE:OGS
NYSE:OGSGas Utilities

Does Strong Q3 Results and New Credit Facility Signal a New Phase for ONE Gas (OGS)?

ONE Gas, Inc. recently reported its third quarter 2025 financial results, with sales rising to US$379.13 million and net income increasing to US$26.47 million compared to the prior year; the board also declared a quarterly dividend and updated its annual earnings guidance while entering a new five-year US$1.5 billion revolving credit agreement. The company's decision to narrow its annual guidance while maintaining midpoints above earlier forecasts highlights continued management confidence...
NYSE:LB
NYSE:LBReal Estate

LandBridge (LB): Unpacking Valuation as Q3 Earnings and Upgraded Revenue Outlook Approach

LandBridge (LB) will report its Q3 2025 earnings on November 12. The release is drawing attention amid higher full-year revenue estimates, softer earnings expectations, and an Outperform rating from brokerage firms. See our latest analysis for LandBridge. LandBridge shares have been on quite a run lately, gaining 53.5% over the last month alone and climbing 15.7% year-to-date, as investors react positively to improved revenue outlooks. This comes even as earnings expectations have softened...