NYSE:BNED
NYSE:BNEDSpecialty Retail

Barnes & Noble Education (BNED) Q4 Loss Narrows, Testing Bearish Profitability Narratives

Barnes & Noble Education (BNED) has just wrapped up FY 2025 with fourth quarter revenue of $278.3 million and a basic EPS of about -$0.67, alongside trailing 12 month revenue of roughly $1.6 billion and EPS of about -$2.50. These figures underscore an earnings profile still under pressure. The company has seen quarterly revenue move from $235.9 million in Q4 FY 2024 through $602.1 million in Q2 FY 2025 before landing at $278.3 million in Q4 FY 2025. EPS has swung from about -$14.95 to as high...
NasdaqGS:NWSA
NasdaqGS:NWSAMedia

Is News Corp (NWSA) Really Undervalued After Its Recent Share Price Rebound?

News (NWSA) has been quietly grinding higher, with the stock up about 5% over the past month even as its past 3 months performance remains weak. That gap is where things get interesting. See our latest analysis for News. Stepping back, that recent 1 month share price return sits against a modest year to date share price decline and a slightly negative 1 year total shareholder return. At the same time, the 3 year total shareholder return above 50% still flags a longer term uptrend, suggesting...
NYSE:DKL
NYSE:DKLOil and Gas

Is Growing Third‑Party Business And Margin Strength Altering The Investment Case For Delek Logistics Partners (DKL)?

In recent months, analysts have highlighted Delek Logistics Partners LP’s resilience amid oil price volatility, citing stronger operating margins, revenue growth, and rising third‑party client activity, alongside healthy liquidity and high distribution yields. An interesting angle is that this operational improvement and growing third‑party business suggest Delek Logistics Partners is becoming less dependent on its sponsor, potentially broadening and stabilizing its cash flow base over...
NasdaqGS:TLN
NasdaqGS:TLNRenewable Energy

Talen Energy (TLN): Assessing Valuation After Strong PJM Auction Wins and Rising Data Center Power Demand

Talen Energy (TLN) just turned heads in the latest PJM capacity auction, clearing 8,745 megawatts at rich prices, and now the stock is riding a wave of AI driven power demand optimism. See our latest analysis for Talen Energy. Those PJM wins and the leadership reshuffle seem to be reinforcing a story investors already liked. The latest share price is $380.75, and a strong year-to-date share price return of 79.40 percent has pushed the 1-year total shareholder return to 84.07 percent,...
NasdaqGS:WIX
NasdaqGS:WIXIT

Wix.com (WIX) Valuation Check After New Stripe-Powered Payments and AI Commerce Integrations

Wix.com (WIX) just doubled down on its global commerce ambitions, rolling out more local payment options across Europe and plugging Stripe’s new Agentic Commerce Suite into its platform to better tap emerging AI-driven sales channels. See our latest analysis for Wix.com. Even with these product wins and a $104.71 latest share price, momentum has been mixed, with a strong 1 month share price return but a sharply negative year to date share price return and a still solid 3 year total...