Earlier this month, Dow announced an expanded collaboration with Kyndryl to modernize Dow's technology infrastructure using AI and automation, further deepening a nearly 20-year partnership.
This expansion, alongside Kyndryl's recent turnaround to profitability, reinforced management's confidence, highlighted by a US$400 million increase in share buyback authorization.
Now, we'll consider how the Dow collaboration and increased buybacks could reshape Kyndryl's growth and profitability...
Ardagh Metal Packaging S.A. announced substantial leadership changes, with Mark Porto appointed as Executive Chairman and significant board resignations, including long-serving directors such as Paul Coulson.
The extensive overhaul of Ardagh's board marks a rare shift at the highest levels of governance, signaling a potential new corporate direction that stands out in the highly stable packaging sector.
We'll examine how this high-profile leadership transition could influence Ardagh Metal...
Powell Industries (POWL) has seen its stock rise 13% over the past month, attracting renewed interest from investors. Recent performance is catching attention as many are evaluating the company’s outlook within the capital goods sector.
See our latest analysis for Powell Industries.
Momentum around Powell Industries is building, with a 12.73% 1-month share price return and the stock now up more than 55% year-to-date. While short-term moves have been volatile, the company’s three- and...
Credicorp (NYSE:BAP) shares have seen some modest moves recently, drawing attention from investors who are watching for what might come next. The stock’s trajectory over the past month has piqued interest because of its steady performance.
See our latest analysis for Credicorp.
Crecicorp's share price has quietly built momentum this year, with a 42.7% return since January highlighting investors’ increased confidence. Over the last twelve months, total shareholder return stands at 48%, and...
In early November 2025, BWX Technologies completed a US$1.1 billion zero coupon convertible note offering and reported strong third-quarter results, including higher sales and net income while raising its full-year revenue guidance.
The completion of this significant financing, combined with new long-term government contracts and earnings momentum, enhances the company’s flexibility for growth or strategic initiatives.
We’ll examine how BWX Technologies’ sizeable convertible debt offering...
Brookfield Infrastructure Partners (NYSE:BIP) just announced a strong Q3 2025, reporting a 9% increase in funds from operations and raising its distribution by 6% compared to last year. The company also completed over $1.5 billion in new investments and executed key asset sales to support its self-funded model.
See our latest analysis for Brookfield Infrastructure Partners.
Brookfield Infrastructure Partners has gained solid traction this year, with its share price rising 19.8% over the past...
Trex Company (TREX) is facing a challenging period after releasing third-quarter results that trailed expectations and revising its 2025 sales guidance to flat. The company cited reduced channel partner inventories and softer demand as key factors.
See our latest analysis for Trex Company.
Trex shares have faced a steep setback recently, with a 1-month share price return of -35.7% and a year-to-date loss of over 51%. Investors are reacting to the company’s flat sales outlook, analyst...
CONMED (CNMD) shares have seen some movement recently, and investors may be wondering what is driving the action. The stock has been trending lower over the past month, even though the company has reported healthy annual revenue and income growth.
See our latest analysis for CONMED.
Despite steady improvements in revenue and net income, CONMED’s share price has struggled, with a year-to-date share price return of -35.32% and a one-year total shareholder return of -41.62%. This suggests fading...
Global Net Lease, Inc. drew investor attention after announcing a $300 million follow-on equity offering. This move follows the company's recent report of persistent quarterly net losses and softer revenue figures for the third quarter.
See our latest analysis for Global Net Lease.
These moves come after a stretch of portfolio streamlining and a noteworthy credit rating upgrade, signaling progress on debt reduction and financial stability. While the latest share price sits at $7.80, momentum...
Wondering if S&P Global is currently a deal, overpriced, or maybe even overlooked? You are not alone, and we are about to break down what really matters for investors looking at this giant in financial data and analytics.
In the past month the stock climbed 3.4%, though it still trails over the past year with a total return of -2.1%. This serves as a reminder that even industry leaders have their ups and downs.
Much of the recent action comes as S&P Global continues to close strategic...
Hallador Energy (HNRG) delivered a standout third-quarter update, reporting big gains in both revenue and net income as energy demand spiked and coal and electric sales climbed. Favorable natural gas prices also contributed to the momentum.
See our latest analysis for Hallador Energy.
After its upbeat third-quarter earnings report and plans to expand capacity, Hallador Energy’s share price reflected renewed optimism, climbing over 8% in the past month and delivering a year-to-date share price...
F&G Annuities & Life (FG) announced a significant 14% increase to its quarterly cash dividend, along with a return to quarterly profitability and higher revenue. These developments are likely to catch investors' attention this quarter.
See our latest analysis for F&G Annuities & Life.
The combination of higher quarterly profits and a generous dividend hike has lifted sentiment around F&G Annuities & Life. The shares notched a robust 11.3% gain over the past week and a 15.1% share price return...
Bread Financial Holdings (BFH) delivered a mix of upbeat news this quarter, reporting stronger-than-expected earnings along with higher net income. The company declared a 10% dividend increase and expanded its share repurchase plan by $200 million.
See our latest analysis for Bread Financial Holdings.
Bread Financial Holdings’ recent share price momentum has caught the market’s attention, with a notable 13.4% return over the past month. While the company’s dividend hike and share repurchase...
Earlier this month, Apogee Therapeutics announced positive interim Phase 1 results for APG333, showing it was well tolerated in healthy volunteers and supporting potential for 3- and 6-month dosing intervals based on a half-life of approximately 55 days.
This milestone highlights Apogee's advancement in antibody engineering aimed at treating immunology and inflammation conditions that remain underserved in the market.
Next, we'll explore how promising early data for APG333 shapes Apogee...
Public Service Enterprise Group reported third quarter earnings for the period ended September 30, 2025, posting revenues of US$3.23 billion and net income of US$622 million, both higher compared to the same period last year.
The company’s earnings per share and revenue both surpassed expectations, prompting a major analyst to upgrade its outlook shortly after the results were released.
We'll explore how these stronger-than-expected earnings may influence Public Service Enterprise Group’s...
In recent weeks, global enterprises including Samsung, SK Group, Hyundai Motor Group, and Deutsche Telekom announced wide-ranging collaborations with NVIDIA to build advanced AI factories, data centers, and digital twin platforms powered by tens of thousands of NVIDIA GPUs. These initiatives are accelerating AI research, manufacturing automation, and infrastructure transformation across sectors such as automotive, semiconductor, and telecom, with deployments spanning Asia, Europe, and...
Sanara MedTech Inc. has reported its third quarter 2025 earnings, revealing sales of US$26.33 million and a net loss of US$30.41 million, and announced the discontinuation of its Tissue Health Plus (THP) operations completed in November 2025 as part of a business realignment toward its core surgical segment.
This shift not only repositions the company’s operational focus but also signals a response to deeper losses and the challenges faced by its digital health initiative.
Now, we'll explore...
Agios Pharmaceuticals (AGIO) revealed that new data on its lead candidate, mitapivat, will be shared at the upcoming ASH 2025 conference. The focus includes promising results in transfusion-dependent thalassemia as well as preclinical findings in cardiomyopathy models.
See our latest analysis for Agios Pharmaceuticals.
After a string of scientific milestones, including new mitapivat data that has reignited the conversation around Agios' pipeline, the stock's 18.95% gain over the past 90 days...
Sally Beauty Holdings (SBH) shares have gained some ground this month, climbing by about 1%. Investors seem to be weighing steady revenue and net income growth against the broader retail landscape, which remains quite competitive.
See our latest analysis for Sally Beauty Holdings.
Sally Beauty Holdings' share price has steadily advanced this year, notching a 37.45% gain year-to-date and a 10.46% return over the last three months. The one-year total shareholder return sits at 17.16%. The...
MSC Industrial Direct (MSM) announced a planned leadership transition, naming President and COO Martina McIsaac as the next CEO effective January 1, 2026. This type of executive change often leads investors to re-examine long-term strategy and expectations.
See our latest analysis for MSC Industrial Direct.
Alongside the upcoming leadership change, MSC Industrial Direct recently took part in a major industry conference as it continues to sharpen its growth strategy. The company’s share price...
Mastercard (MA) shares have been on the move lately, catching the attention of both long-term holders and fresh investors. The stock has delivered an 8% total return over the past year and has outpaced many peers in the space.
See our latest analysis for Mastercard.
Mastercard’s share price has steadily climbed throughout the year, with fresh highs recently as investors digest continued double-digit revenue and profit growth. While momentum paused in the last quarter, the 8.2% one-year total...