NasdaqCM:NN
NasdaqCM:NNSoftware

Can NextNav's (NN) Indoor Timing Milestone Redefine Its Competitive Edge in Critical Infrastructure?

Oscilloquartz, an Adtran company, announced the successful integration of NextNav's 5G-based Positioning, Navigation, and Timing (PNT) technology with its GNSS-enabled grandmaster clock, achieving GPS-quality timing and synchronization in both indoor and outdoor environments without relying on satellite signals. This milestone highlights a major step toward commercializing highly resilient timing solutions for critical infrastructure, addressing vulnerabilities in GPS-dependent operations...
NasdaqGS:ACLS
NasdaqGS:ACLSSemiconductor

Assessing Axcelis Technologies After Recent 14% Drop and Industry Partnerships in 2025

If you have been wondering what to do with your Axcelis Technologies shares, or if you are thinking about jumping in, this is the perfect moment to take a step back and look at the bigger picture. It is no secret that Axcelis has been on quite a ride, with the stock climbing an impressive 18.7% year-to-date but slipping 14.3% over the past month. These quick shifts are often a sign of shifting risk perceptions or changes in how investors are viewing the company’s growth potential, especially...
NasdaqGS:BLKB
NasdaqGS:BLKBSoftware

Blackbaud (BLKB): Assessing Valuation Following Major UK Product Upgrades and Positive Donor Trends

Blackbaud (BLKB) just rolled out a significant update for its UK donation and donor management tools, unveiling new features and integrations designed to boost supporter engagement and streamline compliance for nonprofit customers. See our latest analysis for Blackbaud. These big product updates come just weeks after Blackbaud’s Institute highlighted impressive donor retention trends from its GivingTuesday partnership report, emphasizing how AI-fueled engagement is shaping the future of...
NYSE:GEV
NYSE:GEVElectrical

GE Vernova’s Valuation: Weighing Strong Results, Cautious Outlook, and Prolec GE Deal

GE Vernova (NYSE:GEV) landed in the spotlight after posting stronger-than-expected quarterly results, pairing robust growth in new orders with an expanded backlog. Investors took note as the company reaffirmed optimistic full-year guidance, but cautious executive commentary and deal news added fresh wrinkles to the outlook. See our latest analysis for GE Vernova. GE Vernova's share price has soared this year, with a year-to-date return of 72% and a remarkable 1-year total shareholder return...
NasdaqGS:PGNY
NasdaqGS:PGNYHealthcare

A Fresh Look at Progyny (PGNY) Valuation as It Expands Global Women’s Health Offerings

Progyny (PGNY) has announced a broad expansion of its women’s and family health offerings. The company now includes pregnancy, postpartum, and menopause support for employers in over 127 countries, signaling a greater commitment to comprehensive workplace health benefits. See our latest analysis for Progyny. Progyny’s latest move to expand support beyond fertility, alongside upcoming earnings, has put the spotlight back on its long-term growth narrative. While its share price is up nearly 10%...
NasdaqGS:ZBIO
NasdaqGS:ZBIOBiotechs

Is Zenas BioPharma’s $165 Million Shelf Registration Reshaping the Investment Case for ZBIO?

Zenas BioPharma, Inc. recently filed a shelf registration to potentially offer up to US$165.03 million in common stock, totaling 6,311,030 shares. This move signals that the company is preparing for possible fundraising activities, which can influence both capital structure and future business initiatives. We'll explore how the anticipation of new capital and potential dilution could shape Zenas BioPharma's investment narrative. Trump has pledged to "unleash" American oil and gas and these...
NYSE:ENOV
NYSE:ENOVMedical Equipment

Enovis (ENOV): Evaluating Undervaluation After Steady Share Price Gains

Enovis (ENOV) shares edged up about 1% today, continuing a steady climb that has lasted over the past month. Investors are watching how the company's improving revenue and earnings growth may influence its path forward. See our latest analysis for Enovis. Enovis has enjoyed a strong recovery in recent weeks, with the share price rising 19.35% over the past 90 days. While the 1-year total shareholder return is still down 17.8%, recent momentum suggests investors are warming up to the company’s...
NYSEAM:PMI
NYSEAM:PMIMedical Equipment

Picard Medical (PMI): Valuation Reassessed After Equity Plan Sparks Dilution Concerns and Stock Drop

Picard Medical (PMI) shares dropped sharply after the company’s recent SEC filing revealed an expanded equity incentive plan. The filing increased authorized shares and added new types of stock awards, sparking fresh concerns over possible shareholder dilution. See our latest analysis for Picard Medical. The latest shakeup at Picard Medical comes on the heels of its recent IPO and the unveiling of new patents for its artificial heart technology. However, none of that cushioned the blow from...
NasdaqGS:PSMT
NasdaqGS:PSMTConsumer Retailing

PriceSmart (PSMT): Evaluating Valuation Following Expanded Functional Beverage Launch with Synergy CHC Corp

PriceSmart is making a notable move by rolling out FOCUSfactor Focus + Energy beverages throughout its 47 clubs in 13 countries across Latin America and the Caribbean. This new partnership opens up fresh growth opportunities in functional wellness and performance products and signals an interesting shift in PriceSmart’s overall retail mix. See our latest analysis for PriceSmart. This FOCUSfactor rollout comes as PriceSmart’s share price momentum continues to build, with a 32.6% year-to-date...
NYSE:TXT
NYSE:TXTAerospace & Defense

Textron (TXT): Evaluating Valuation After Earnings Beat, Revenue Miss, and CEO Succession News

Textron (NYSE:TXT) drew extra attention after reporting third-quarter results that topped expectations on earnings but came in light on revenue. At the same time, leadership changes and a reaffirmed outlook have investors looking ahead with measured optimism. See our latest analysis for Textron. Textron’s year has been eventful, with notable leadership changes and a fresh $1 billion credit facility added alongside steady growth in its aviation and defense segments. Despite some pressure...
NYSEAM:UAMY
NYSEAM:UAMYMetals and Mining

Is United States Antimony (UAMY) Overvalued After 590% YTD Surge? A Deep Dive Into the Numbers

United States Antimony (UAMY) has captured some attention lately, following a steady climb over the past month that has lifted the stock by 80%. This jump stands out in comparison to the broader materials sector. See our latest analysis for United States Antimony. Zooming out, United States Antimony’s share price has not just surged in recent weeks. Its year-to-date rise exceeds 590%, and the total shareholder return over the last year is a remarkable 1,800%. Momentum has clearly shifted in...
NasdaqGS:SIRI
NasdaqGS:SIRIMedia

Assessing Sirius XM After Podcast Investments and Major Automotive Deals in 2025

If you’re trying to figure out whether to hold, sell, or maybe even buy more shares of Sirius XM Holdings, you’re certainly not alone. The stock has caught the eye of investors looking for clarity; after all, it’s had an undeniably eventful run. While shares have nudged up slightly by 0.1% over the past week, what really stands out is the bumpy longer-term ride, with declines of 5.2% over the past month and a sharper 15.1% dip in the last year. Zooming out further, Sirius XM is down more than...
NYSE:AUB
NYSE:AUBBanks

Atlantic Union Bankshares (AUB): $126.5M One-Off Loss Challenges Bullish Margin Narratives

Atlantic Union Bankshares (AUB) delivered a 5.7% uptick in earnings over the past year, reversing a longer-term decline of 1.2% per year across the last five years. Net profit margins have narrowed to 19.8% from 26.5% a year ago, while a large one-off loss of $126.5 million over the past twelve months has weighed on reported earnings quality. Looking ahead, investors are drawn to forecasts of 42.3% annual earnings growth, which is significantly above the broader US market. There is also a...
NasdaqGS:FSLR
NasdaqGS:FSLRSemiconductor

Is First Solar Still a Standout After 30% Stock Jump in 2025?

So, you’re staring at First Solar’s stock chart and wondering whether it’s still got room to shine, or if it’s time to take profits and look elsewhere. The stock’s recent momentum has certainly caught investors’ eyes. Over just the past week, First Solar shares rose 4.1%, bringing the 30-day gain to 10.1%. Year-to-date, the stock is up an impressive 29.5%, and if you glance further back, you’ll see a 21.6% increase over the last year, a striking 82.0% gain in three years, and a massive 177.3%...
NYSE:LYB
NYSE:LYBChemicals

LyondellBasell Industries (LYB): Valuation in Focus as Dividend Suspension Risk and Debt Concerns Draw Investor Scrutiny

LyondellBasell Industries (LYB) has come into focus after reports indicated the company might be forced to suspend its dividend if its Net Debt/EBITDA ratio climbs above a key limit in its debt agreements. Management's move to reduce capital expenditures highlights the seriousness of the situation, while a weaker chemicals market is adding to investor concerns. See our latest analysis for LyondellBasell Industries. While LyondellBasell Industries works to address debt covenant pressures and a...
NasdaqCM:BHRB
NasdaqCM:BHRBBanks

Burke & Herbert Financial Services (BHRB): Net Margin Surge Challenges Cautious Earnings Quality Narratives

Burke & Herbert Financial Services (BHRB) turned in a net profit margin of 32.5%, a substantial increase from last year’s 11.3%, and delivered EPS growth of 415.8% over the past year, far outpacing its five-year average of 18.9% per year. As impressive as the bottom line looks, the latest results reflect both standout profitability and a significant one-off $36.5 million loss. Slower forward growth forecasts are also likely to weigh on how investors size up the quality and sustainability of...
NYSE:UPS
NYSE:UPSLogistics

United Parcel Service (UPS): Exploring Valuation Potential as Investor Sentiment Remains Mixed

United Parcel Service (UPS) shares hovered near $87 on Tuesday, with recent moves reflecting a gentle uptick across the past month but mixed performance over a longer period. Investors eyeing the stock’s direction may consider the broader trends in the transportation sector. See our latest analysis for United Parcel Service. UPS’s latest share price of $87.22 reflects a recent pick-up this month after a stretch of sluggishness. However, momentum has faded overall. The company’s 1-year total...
NYSE:LBRT
NYSE:LBRTEnergy Services

Liberty Energy Surges 31% After Expansion News Is the Stock’s Value Story Changing in 2025?

Thinking about what to do with Liberty Energy stock can feel like standing at a crossroads. On one hand, the stock surged an impressive 31.0% over the last month, rebounding sharply from a rocky start to the year. A shorter jump of 7.0% in just the past week has added fuel to conversations about possible growth ahead. Looking at the past five years, Liberty Energy has skyrocketed 158.2%. The journey included plenty of twists and turns, including a recent year-to-date decline of 20.8% that may...
NYSE:XPRO
NYSE:XPROEnergy Services

Expro Group Holdings (XPRO): Valuation Insights Following Record Free Cash Flow and Upgraded Growth Outlook

Expro Group Holdings just reported its highest quarterly free cash flow ever, an achievement that comes alongside a raised outlook for annual EBITDA and cash flow. The company also announced new long-term contracts with major industry players, reinforcing growth in the context of a softer commodity backdrop. See our latest analysis for Expro Group Holdings. Momentum has picked up for Expro’s share price recently, with an 11% return over the past month and a striking 58% gain in the last 90...
NasdaqGS:BANF
NasdaqGS:BANFBanks

BancFirst (BANF): Assessing Valuation After Reporting Higher Net Income and EPS Growth

BancFirst (BANF) just released its third quarter numbers, showing an increase in both net income and earnings per share for the recent quarter and nine-month period. This uptick in profitability is likely to catch investor attention. See our latest analysis for BancFirst. BancFirst’s improved profitability in the latest quarter has caught investor attention, but the stock’s momentum has cooled recently with a 1-month share price return of -13.9%. Still, long-term investors have been...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

How Investors May Respond To Apple (AAPL) iPhone 17 Surge and Expanded AI Product Launches

In the past week, Apple announced record-breaking early demand for its iPhone 17 series in the US and China, alongside launches of new M5 chip-powered iPads, MacBooks, and Vision Pro devices with advanced AI capabilities. Analyst upgrades and positive forecasts have coincided with these developments, boosting optimism around Apple’s expanding ecosystem and upcoming Q4 earnings, while also highlighting the company's push into on-device AI as a key differentiator. We'll examine how strong...
NasdaqGS:STBA
NasdaqGS:STBABanks

S&T Bancorp (STBA): Evaluating Valuation After an Earnings Beat and Tangible Book Value Gains

S&T Bancorp (STBA) just delivered a quarterly earnings report that beat profit expectations. The company showed solid sales growth compared to last year and improvements in tangible book value, setting an interesting tone for investors. See our latest analysis for S&T Bancorp. After some early momentum this year, S&T Bancorp’s share price has recently retreated, now sitting at $36.44, with a 1-year total shareholder return of -0.38% and an impressive 123.7% over five years. Despite ongoing...
NasdaqGM:ACMR
NasdaqGM:ACMRSemiconductor

Will ACMR’s Revenue Momentum Outweigh Profit Pressure as Earnings Near?

Shares of ACM Research recently declined following a strong month, as investors focus on the company’s upcoming earnings announcement scheduled for November 5, 2025, with expectations for a 25.4% decline in EPS but a 23.07% increase in quarterly revenue. Recent analyst estimate revisions indicate generally favorable views on business health and profitability, despite EPS headwinds, suggesting shifting market sentiment ahead of the results. We’ll explore how anticipation over potential...
NYSE:MODG
NYSE:MODGLeisure

Will the TopGolf Entertainment Spin-Off Mark a Turning Point for Topgolf Callaway (MODG) Strategy?

Earlier this week, Topgolf Callaway Brands announced it is preparing to separate its TopGolf Entertainment business from its core golf club, apparel, and TopTracer operations, with the transaction expected to take place in 2026 following the departure of CEO Artie Starrs to Harley-Davidson. This move has refocused attention on Topgolf Callaway’s growing TopTracer subscription revenue and ongoing business transformation as the company realigns its strategic priorities. We'll explore how the...