NYSE:FDS
NYSE:FDSCapital Markets

A Fresh Look at FactSet Research Systems (FDS) Valuation as Shares Slide 3% This Week

FactSet Research Systems (FDS) shares closed at $253.62, reflecting a 3% decline over the past week and down 8% this month. Investors are taking stock of its performance following recent market action. See our latest analysis for FactSet Research Systems. FactSet’s momentum has steadily faded, with the share price now down 47% year-to-date and the one-year total shareholder return also deeply negative at -45.96%. Persistent weakness hints at shifting investor sentiment, even as the business...
NYSE:EHC
NYSE:EHCHealthcare

Encompass Health (EHC): Assessing Valuation After Strong Q3 Results and Upgraded 2025 Outlook

Encompass Health (EHC) just issued an earnings update that stands out, not only for a solid third quarter but also for revising its 2025 earnings guidance upward. Management’s move suggests a brighter business outlook ahead. See our latest analysis for Encompass Health. After posting upbeat results and raising 2025 guidance, Encompass Health’s share price has cooled a little recently, down 8.1% over the past month. However, it has still built real momentum for the year with a year-to-date...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Coupang (NYSE:CPNG) Valuation in Focus Following Strong Q3 Results and Upbeat Margin Improvements

Coupang (NYSE:CPNG) just reported its third-quarter earnings, topping forecasts on both revenue and net income. Year-over-year growth remained solid, and profit margins showed improvement in the company’s main business. See our latest analysis for Coupang. Despite a recent dip following third-quarter earnings, Coupang’s 2025 story remains compelling. After a strong first nine months, highlighted by revenue and earnings beats, a share buyback, and the Farfetch acquisition, the 30.1%...
NasdaqGS:RUN
NasdaqGS:RUNElectrical

Sunrun (RUN): Evaluating Valuation After Strong Earnings Reversal and Sales Growth

Sunrun (RUN) just released its third quarter results, and the numbers have turned some heads. The company swung from a loss last year to a solid net income, thanks to higher revenue and stronger sales. See our latest analysis for Sunrun. After spending much of the past year in the red, Sunrun's share price has staged a dramatic comeback, with a 72% share price return over the past three months and year-to-date gains reaching 100%. The stock's resurgence has picked up steam following its swing...
NasdaqGS:OTEX
NasdaqGS:OTEXSoftware

Is Open Text’s Valuation Justified After Cloud Expansion and Recent Price Swings?

Wondering if Open Text stock is actually a bargain, or if the recent buzz is just noise? You are not alone. We are diving right into what matters for its value. While Open Text shares are up an impressive 27.4% year-to-date and have delivered 26.1% over the past 12 months, there has been some volatility lately with a 5.0% dip in just the past week. Recent headlines have been filled with Open Text’s strategic moves in digital transformation and cloud expansion, especially its partnerships and...
NYSE:AORT
NYSE:AORTMedical Equipment

A Fresh Look at Artivion (AORT) Valuation After Strong Q3 Results and Raised 2025 Guidance

Artivion (AORT) grabbed investor attention after announcing a strong third quarter, with revenue and profit jumping compared to last year. Alongside these results, management raised full-year guidance for 2025, citing sustained business momentum. See our latest analysis for Artivion. Strong execution and a string of positive updates have fueled Artivion’s momentum, with the stock up over 69% so far this year and a total shareholder return of nearly 64% over the past twelve months. The market...
NasdaqGS:WIX
NasdaqGS:WIXIT

A Fresh Look at Wix.com (WIX) Valuation Following Recent Tech Sector Volatility

Wix.com (WIX) shares have experienced a bumpy ride this month, with swings that reflect investor sentiment across the tech sector. As investors weigh broader market factors, Wix.com continues to stand out for its steady revenue growth. See our latest analysis for Wix.com. Wix.com’s share price has swung back and forth this year, reflecting the market's shifting outlook amid tech volatility. While short-term share price returns remain negative, the three-year total shareholder return still...
NasdaqGS:IEP
NasdaqGS:IEPIndustrials

Icahn Enterprises (IEP) Surges 13.4% After Strong Q3 Earnings and Asset Value Gains Has the Narrative Shifted?

Icahn Enterprises L.P. reported third-quarter 2025 results, posting US$281 million in net income and US$383 million in adjusted EBITDA, both rising sharply year-over-year and exceeding analyst expectations. An interesting development from the report is the significant US$567 million increase in indicative net asset value, primarily credited to strong gains in its investment positions and the energy segment. With adjusted EBITDA more than doubling year-over-year, we’ll examine how this shift...
NasdaqGS:UPST
NasdaqGS:UPSTConsumer Finance

Should Investors Rethink Upstart After a 27% Drop and New AI Lending Debate?

Ever wondered if Upstart Holdings is a hidden bargain or just another tech story? If you are value-curious, you are in the right place. Upstart has seen some wild swings, dropping 16.1% in the past week and 27.2% over the last month. This suggests shifting views on its growth potential and risks. Recent news has highlighted changing trends in consumer lending and renewed debates about AI-powered credit models. These developments have drawn attention to Upstart’s unique business approach and...
NYSE:ESS
NYSE:ESSResidential REITs

Essex Property Trust (ESS): Assessing Valuation After Earnings Beat and Upgraded Outlook

Essex Property Trust (ESS) just posted its third quarter results, revealing both higher revenue and net income compared to last year. The company also raised its full-year earnings guidance, which signals a stronger outlook ahead. See our latest analysis for Essex Property Trust. Despite a challenging environment for real estate stocks this year, Essex Property Trust’s positive earnings surprise and upgraded guidance have helped stabilize sentiment. The share price is still down 8.3%...
NasdaqGS:EXEL
NasdaqGS:EXELBiotechs

Should Exelixis' (EXEL) Upbeat 2025 Outlook and Oncology Progress Prompt a Closer Look?

Earlier this week, Exelixis reported third-quarter 2025 earnings with revenue of US$597.76 million and net income of US$193.58 million, both up from the prior year, and raised its full-year revenue guidance while announcing a new US$750 million share repurchase program. Beyond strong financials, the company announced promising clinical trial updates for its oncology pipeline, including positive pivotal trial results for zanzalintinib in advanced colorectal cancer. We’ll explore how Exelixis’...
NYSE:HG
NYSE:HGInsurance

Hamilton Insurance Group (HG): Assessing Valuation After Strong Earnings and Expanded Buyback Authorization

Hamilton Insurance Group (NYSE:HG) just posted strong results for the third quarter and nine-month period of 2025, showing meaningful increases in revenue and net income. The company also boosted its share buyback authorization by $150 million, underscoring its focus on shareholder returns. See our latest analysis for Hamilton Insurance Group. Momentum has clearly been building for Hamilton Insurance Group, with a 14.75% share price return over the past 90 days and a standout 37.40%...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Cloud AI Update - Atlas Compute Powers AI Growth With New Florida Data Center

Atlas Compute has announced the development of a 240-megawatt AI-ready data center campus in Central Florida, with plans to expand up to 1 gigawatt of high-performance computing capacity. This initiative aims to bolster AI, cloud, and machine learning applications by utilizing state-of-the-art liquid-cooled facilities optimized for NVIDIA GPU-powered workloads. Designed in partnership with Penguin Solutions, the campus will feature advanced thermal management and compute-optimized...