NasdaqGS:RGLD
NasdaqGS:RGLDMetals and Mining

Can Royal Gold’s 44% 2025 Rally Continue After Surging Gold Prices?

Wondering whether Royal Gold is still a smart buy, or if its impressive run is losing steam? You are not alone. Wherever the share price goes next, understanding its value is crucial. Royal Gold’s stock has jumped 11.6% in the last week, is up 43.8% year-to-date, and has delivered a strong 40.0% gain over the past year. Momentum like this always sparks questions about what is driving the performance and how much is already priced in. Much of this recent surge followed news that gold prices...
NYSE:WD
NYSE:WDDiversified Financial

Are Walker & Dunlop's (WD) Rising Profits and Dividends Shaping a New Competitive Edge?

Walker & Dunlop, Inc. recently reported third quarter 2025 results, posting revenue of US$337.68 million and net income of US$33.45 million, both up from the same period last year, and affirmed a quarterly dividend of US$0.67 per share payable in December 2025. This marks ongoing year-over-year increases in both revenue and net income across the quarter and nine-month period, reflecting operational momentum amid an affirmed dividend policy. We will examine how Walker & Dunlop's improved...
NYSE:CRL
NYSE:CRLLife Sciences

Did Lower Guidance and Weak Earnings Just Shift Charles River Laboratories' (CRL) Investment Narrative?

On November 5, 2025, Charles River Laboratories International reported a year-over-year decrease in revenue and net income for the third quarter, alongside lowering its full-year outlook for revenue growth and earnings per share. Despite announcing a new US$1.0 billion share repurchase program, the company reported no new share buybacks in the most recent quarter as operational performance softened. We will explore how the reduced full-year guidance and weaker quarterly earnings reshape...
NYSE:EMR
NYSE:EMRElectrical

The Bull Case For Emerson Electric (EMR) Could Change Following Thacker Pass Lithium Automation Win – Learn Why

In recent days, Lithium Americas Corp. announced it selected Emerson Electric to provide its comprehensive automation systems and technical services for the Thacker Pass lithium project in northern Nevada, supporting the development of what is considered the world's largest known measured lithium resource. This collaboration positions Emerson to play a key role in the U.S. lithium supply chain, an area seeing robust demand growth due to the rise in electric vehicles and renewable energy...
NYSE:AME
NYSE:AMEElectrical

A Look at AMETEK (AME) Valuation Following Strong Q3 Growth and Margin Expansion

AMETEK delivered a strong third-quarter update, highlighting double-digit revenue growth and improved margins because of steady demand in aerospace, power, and automation. These results give investors plenty to consider for the months ahead. See our latest analysis for AMETEK. AMETEK’s recent period has seen a wave of positive momentum. Its strong third-quarter results, leadership transition announcements, and another quarterly dividend have all kept it in the spotlight. The shares have...
NasdaqGS:KALU
NasdaqGS:KALUMetals and Mining

Is Kaiser Aluminum’s $500 Million Debt Refinancing Changing the Investment Case for KALU?

Kaiser Aluminum Corporation recently closed a US$500 million private offering of 5.875% senior notes due 2034, with the proceeds planned to redeem its outstanding 4.625% senior notes due 2028. This refinancing move shifts the company's debt profile and could influence its future interest obligations and financial flexibility. Next, we’ll look at how this refinancing decision shapes Kaiser Aluminum’s investment narrative, particularly as it reshapes the company’s capital structure. The best...
NYSE:MDT
NYSE:MDTMedical Equipment

A Look at Medtronic’s Valuation Following Minze Health Partnership and Expansion of Digital Bladder Monitoring Solutions

Medtronic has signed a three-year deal with Minze Health to commercialize the Minze Diary Pod across Europe, the Middle East and Africa. This move strengthens Medtronic’s digital health offerings for patients using its InterStim system for bladder control. See our latest analysis for Medtronic. Following the Minze Health partnership and a recent executive transition, Medtronic’s share price momentum has been building, with a 19.4% year-to-date share price return and a 12.5% total shareholder...
OTCPK:ABXX.F
OTCPK:ABXX.FSoftware

Is Abaxx Technologies (ABXX.F) Leveraging German Wind Futures to Strengthen Its Position in Renewables?

Abaxx Technologies Inc. recently announced the upcoming launch of the Enwex German Wind (GWM) Futures, the first wind futures contract based on Enwex indices in Germany, with trading set to begin on November 14, 2025. This contract introduces a new tool for the renewable energy market by enabling participants to hedge weather-related volume risk in German wind power generation through a standardized, financially-settled futures product. We'll explore how the introduction of wind futures...
NYSE:KMT
NYSE:KMTMachinery

Kennametal (KMT) Is Up 9.4% After Raising 2026 Sales Guidance and Posting Strong Q1 Results

Kennametal Inc. recently raised its full-year fiscal 2026 sales guidance to between US$2.1 billion and US$2.17 billion, following first-quarter results that saw sales rise to US$497.97 million and net income increase to US$23.3 million compared to the previous year. This upbeat outlook, paired with recent share repurchases and a quarterly dividend affirmation, highlights management’s focus on returning capital to shareholders while benefiting from share gains and modest improvements in its...
NYSE:VEEV
NYSE:VEEVHealthcare Services

Assessing Veeva Systems (VEEV): Is Growth Already Priced In or Is the Stock Still Undervalued?

Veeva Systems (VEEV) has been gaining some attention lately following a steady climb in recent weeks. The cloud software provider for the life sciences industry is up roughly 8% over the past 3 months, leaving investors weighing what could come next for the stock. See our latest analysis for Veeva Systems. Momentum continues to build for Veeva Systems, with a 41% year-to-date share price return and a 27% total shareholder return over the past year. The latest moves suggest investors are...
NasdaqCM:ENGN
NasdaqCM:ENGNBiotechs

Could a Shift in enGene (ENGN) Trial Endpoints Reveal New Priorities in Its Clinical Strategy?

enGene Holdings recently reported additional preliminary efficacy data from its pivotal Phase 2 LEGEND trial for detalimogene voraplasmid in patients with high-risk, BCG-unresponsive non-muscle invasive bladder cancer, along with a protocol amendment changing the primary clinical endpoint after discussions with the FDA. This update reveals that earlier patients in the study experienced a lower 12-month complete response rate compared to FDA-approved therapies, leading to significant...
NYSE:AIR
NYSE:AIRAerospace & Defense

A Look at AAR Corp’s (AIR) Valuation Following Recent Share Price Momentum

AAR (AIR) shares have shown steady traction lately, gaining over 3% over the past month and returning 22% to investors over the past year. Investors are watching closely to see if this momentum continues. See our latest analysis for AAR. With a recent 2.9% one-month share price return and an impressive 22.4% total shareholder return over the past year, AAR looks to be maintaining positive momentum. This reflects renewed optimism about its long-term growth potential despite a slight dip in the...
NasdaqGS:JD
NasdaqGS:JDMultiline Retail

JD.com (NasdaqGS:JD) Valuation in Focus as Analyst Downgrades Follow Singles Day Sales Surge

JD.com (NasdaqGS:JD) is under the spotlight this week as several analyst downgrades, particularly Morgan Stanley’s, have raised fresh concerns about the company’s slowing revenue growth and continued pressure on profit margins. See our latest analysis for JD.com. Despite JD.com's record-breaking performance during Singles Day and ongoing expansion into new business verticals, recent selloffs show that investors remain wary. The share price is down 8.7% year-to-date, and its one-year total...
NYSE:PPL
NYSE:PPLElectric Utilities

Assessing PPL (PPL) Valuation After Strong Q3 Earnings Growth and Updated 2025 Guidance

PPL (PPL) recently released its third quarter results, revealing strong year-over-year growth in both revenue and net income. The company also reaffirmed its 2025 earnings guidance and reiterated expected long-term EPS and dividend growth. See our latest analysis for PPL. PPL’s upbeat earnings report and renewed guidance have given investors more confidence, helping to fuel its steady momentum. The company has delivered a 14.6% year-to-date share price return and a total shareholder return of...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

How Elevated Analyst Optimism Ahead of Marvell Technology's (MRVL) Earnings Report Reshapes Its Investment Story

Marvell Technology recently attracted attention following industry concern over a data center company's delayed financials, yet still saw analysts revise their earnings expectations upward in anticipation of its December 2, 2025, earnings report. Amid sector-wide uncertainty, investor optimism about Marvell's projected year-over-year earnings growth and analyst estimate increases has kept the focus on its business operations and profit potential. We'll look at how elevated analyst optimism...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

SoFi Technologies (SOFI): Assessing Valuation as Crypto Trading Launch Fuels Fintech Momentum and Record Growth

SoFi Technologies (SOFI) just made waves by becoming the first nationally chartered bank to roll out consumer crypto trading. This strategic step positions the company at the forefront of digital financial services and draws the spotlight back to its expanding fintech platform. See our latest analysis for SoFi Technologies. With 2025 bringing SoFi’s crypto launch, record member growth, and a new focus on financial empowerment, momentum has been building fast. This is reflected in the 127.95%...
NYSE:AMRC
NYSE:AMRCConstruction

Ameresco (AMRC): Assessing Valuation After Quarterly Sales and Income Growth Plus 2025 Guidance Reaffirmation

Ameresco (AMRC) just reported higher sales and net income for both its third quarter and year-to-date results, compared to last year. The company also maintained its full-year revenue outlook, highlighting its ongoing growth story. See our latest analysis for Ameresco. Ameresco has stayed in the news lately, breaking ground on new clean energy projects, presenting at key industry conferences, and reiterating its earnings guidance for 2025. Despite a sharp 19% dip in its 30-day share price...
NasdaqGS:SNDK
NasdaqGS:SNDKTech

Sandisk (SNDK): Evaluating Valuation Following Quarterly Earnings and New Revenue Guidance

Sandisk (SNDK) kicked off this week in the spotlight after releasing its first quarter earnings, showing a jump in sales but a drop in net income compared to last year. Investors are also weighing the company’s fresh revenue guidance for the upcoming quarter. See our latest analysis for Sandisk. After this strong earnings release and updated revenue outlook, Sandisk's stock has clearly grabbed the market’s attention, notching a remarkable 30-day share price return of 110%, and an even more...
NasdaqGS:RXRX
NasdaqGS:RXRXBiotechs

Recursion Pharmaceuticals (RXRX): Assessing Valuation Following CEO Appointment and Disappointing Earnings Results

Recursion Pharmaceuticals (RXRX) just announced a leadership shift, with Najat Khan set to become CEO starting January 2026. The company also reported weaker quarterly earnings with lower revenue and deeper losses than last year. These developments are getting close investor attention. See our latest analysis for Recursion Pharmaceuticals. It has been a tough stretch for Recursion Pharmaceuticals, as the recent CEO transition and disappointing quarterly results have contributed to fading...
NYSE:VVX
NYSE:VVXAerospace & Defense

V2X (VVX): Evaluating Fair Value After Strong Earnings, Raised Guidance, and Buyback Completion

V2X (VVX) has caught investor attention this week after posting better quarterly earnings, raising its full-year revenue forecast, and completing a buyback program. All of these factors point to growing operational confidence. See our latest analysis for V2X. V2X’s improved earnings, higher revenue outlook, and buyback wrap-up have fueled optimism, but momentum has cooled lately. The stock’s 16.6% share price return year-to-date is impressive, although its one-year total shareholder return...
NasdaqGS:EXTR
NasdaqGS:EXTRCommunications

Extreme Networks (EXTR): Valuation Insights After Updated 2026 Targets and Guidance Confirmation

Extreme Networks (EXTR) released updated revenue targets and margin guidance for fiscal 2026 during its recent Investor Day presentation, confirming expectations for steady growth. The company also reaffirmed its outlook for the current quarter. See our latest analysis for Extreme Networks. Extreme Networks’ share price has grabbed attention lately, surging more than 4% in a single day after its updated guidance. The stock has experienced a volatile month, with a 9% year-to-date gain offset...
NYSE:VTOL
NYSE:VTOLEnergy Services

A Look at Bristow Group's Valuation Following Strong Q3 Results and Raised 2025 Outlook

Bristow Group (NYSE:VTOL) shares moved after the company released its third-quarter results. Earnings per share came in ahead of expectations, and adjusted EBITDA climbed over 10% from the previous quarter. See our latest analysis for Bristow Group. Bristow Group's upbeat earnings and increased guidance have put a spotlight on the stock, though investor enthusiasm cooled recently, with a 2.5% decline in the 7-day share price. Looking beyond the short-term pullback, the company still boasts a...
NasdaqGS:PGNY
NasdaqGS:PGNYHealthcare

Progyny (PGNY): Assessing Valuation After Recent 18% Share Price Climb

Progyny (PGNY) shares have been moving steadily in recent weeks, drawing interest from investors following a string of positive returns. Over the past month, the stock has climbed 18%, reflecting renewed attention on the fertility benefits provider. See our latest analysis for Progyny. Progyny’s recent momentum has certainly caught investors’ attention, with a 27% 7-day share price return building on steady gains. The stock’s 73% total shareholder return over the past year shows how sentiment...
NYSE:BKU
NYSE:BKUBanks

Should BankUnited's (BKU) CFO Transition Prompt a Rethink of Its Financial Leadership Narrative?

BankUnited, Inc. recently named James G. Mackey as its new chief financial officer, effective November 10, 2025, with former CFO Leslie N. Lunak moving into an advisory role through January 2026. This leadership shift brings fresh financial oversight at a time when the bank has reported a Non-GAAP EPS of US$0.95 for the recent quarter, exceeding expectations. We'll examine how this executive transition may influence BankUnited's investment narrative, particularly as new financial leadership...