NasdaqGS:FLYW
NasdaqGS:FLYWDiversified Financial

Flywire (FLYW) Swings to Profitability, One-Off Loss Tests Bullish Narratives

Flywire (FLYW) has posted a sharp turnaround, swinging to profitability with net profit margins improving over the last year and earnings growing at an impressive 40.3% per year for the past five years. While the company registered a sizable one-off loss of $6.5 million for the twelve months ending September 30, 2025, revenue is projected to increase at 13.7% per year and earnings are forecast to soar 68.1% per year, both comfortably ahead of US market averages. These trends highlight a...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

Vertex Pharmaceuticals (VRTX): Profit Margins Improve, But Revenue Growth Lags Market Into Earnings Season

Vertex Pharmaceuticals (VRTX) is forecasting revenue growth of 8.8% annually, trailing the broader US market’s 10.5% pace. Earnings are expected to rise 13.3% per year, slower than the US average of 16%. Over the past five years, the company’s earnings have actually declined by 10.4% per year, yet Vertex recently moved into profitability and has improved its net profit margins. This puts a spotlight on ongoing improvements in earnings quality this season. See our full analysis for Vertex...
NYSE:JXN
NYSE:JXNDiversified Financial

Jackson Financial (JXN): Profitability Turnaround Forecast Reinforces Bullish Valuation Narrative

Jackson Financial (JXN) posted a net loss, with losses having deepened at a rate of 14.3% per year over the past five years. Looking ahead, analysts project revenue growth of 2.4% per year and earnings growth of 5.68% annually, with JXN expected to reach profitability within the next three years. For investors, these figures signal that the current unprofitability may be a temporary challenge. A turnaround could be on the horizon as earnings are forecast to improve. See our full analysis for...
NYSE:TPR
NYSE:TPRLuxury

What Does Tapestry’s 123.7% Rally and Acquisition Buzz Mean for Its Valuation in 2025?

Curious if Tapestry stock is a deal or just dazzling from afar? Let's take a closer look at what the current price might really mean for you. Tapestry has had a wild ride, with shares up 66.6% so far this year and a jaw-dropping 123.7% gain over the past 12 months, despite a more recent dip of -3.2% in the past week. Shares surged earlier this year after reports of a strategic acquisition and continued speculation about the company's evolving brand portfolio, keeping investor optimism high...
NYSE:VVX
NYSE:VVXAerospace & Defense

V2X (VVX) Earnings Soar 798%—Profit Margin Breakout Reinforces Bullish Valuation Narrative

V2X (VVX) delivered a breakout year on the bottom line, with net profit margins climbing to 1.8% from just 0.2% last year. Although earnings had trended down over the last five years (declining 4.9% per year), the most recent year saw an astonishing 798.1% earnings growth. Investors will note that while revenue is expected to grow at a more modest 4.3% annually, VVX's solid price-to-earnings ratio and strengthening margins highlight a sharp turnaround in profitability. See our full analysis...
NYSE:XIFR
NYSE:XIFRRenewable Energy

XPLR Infrastructure (XIFR): Deepening Losses Challenge Bullish Turnaround Narrative Despite Low Valuation

XPLR Infrastructure (XIFR) saw losses deepen at an average rate of 44% per year over the past five years, with no improvement in its net profit margin and no record of high-quality earnings. Revenue is projected to grow 3% annually, which is notably slower than the broader US market’s 10.5% expected annual pace. However, earnings are forecast to rise at a robust 38.82% per year, and the company is expected to reach profitability within three years. Investors have a clear catalyst to watch...
NYSE:ES
NYSE:ESElectric Utilities

Eversource Energy (ES): Return to Profitability Complicates Bearish Narratives on Earnings Quality

Eversource Energy (ES) posted a nuanced set of financial results as reported in its latest filings. Over the past five years, earnings have declined at an average rate of 24.8% per year. However, the company managed to return to profitability in the most recent year, aided by the effects of a non-recurring $764.7 million loss that weighed on the quality of reported EPS. While revenue is forecast to grow at 5.3% per year and annual earnings growth is estimated at 6.13%, both figures trail the...
NYSE:MUR
NYSE:MUROil and Gas

Murphy Oil (MUR): Exploring Valuation After Recent Share Price Decline

Murphy Oil (MUR) shares have drifted lower this week, continuing a trend the stock has faced for much of the year. Some investors may be wondering if current levels reflect a buying opportunity, especially as industry sentiment remains mixed. See our latest analysis for Murphy Oil. Murphy Oil’s share price has slipped 13.4% over the last month and is now down 14.2% year-to-date, reflecting a broader cooling in sentiment even as oil prices remain volatile. While momentum has faded in 2024, the...
NasdaqGS:ALGT
NasdaqGS:ALGTAirlines

Allegiant Travel (ALGT): Losses Worsen but Earnings Forecast to Jump 99.56% Annually

Allegiant Travel (ALGT) remains in the red, posting losses that have deepened at an average rate of 19.8% per year over the past five years, with no improvement in its net profit margin over the last year. Even so, analysts are calling for a dramatic turnaround, forecasting earnings growth of 99.56% per year and expecting the company to become profitable within three years. This pace outstrips average market growth. Revenue, meanwhile, is expected to rise 5.3% per year. See our full analysis...
NYSE:NGL
NYSE:NGLOil and Gas

NGL Energy Partners (NGL): Losses Narrow 36% Annually, Market Price Far Exceeds DCF Value

NGL Energy Partners (NGL) remains unprofitable, with no available forecasts for earnings or revenue growth. However, it has managed to narrow its losses by 36% annually over the past five years. Despite the absence of earnings, NGL’s Price-to-Sales ratio of 0.3x is notably below both the US Oil and Gas industry average of 1.5x and the peer average of 1.1x. This indicates the stock is valued attractively on its sales multiples. The market price of $8.57 currently sits above the $2.71 fair...
NYSE:STZ
NYSE:STZBeverage

Assessing Constellation Brands After a 41% Drop and Shifting Consumer Trends in 2025

Wondering if Constellation Brands is a hidden gem or priced to perfection? Let’s break down what the numbers really tell us. The stock has taken a hit recently, with shares down 0.3% this week and off by more than 41% year to date, suggesting sentiment and risk perceptions might be shifting. Market watchers have attributed the recent slump in share price to heightened competition in the beverage sector as well as anxiety over shifting consumer preferences. This has investors re-evaluating...
NYSE:CRGY
NYSE:CRGYOil and Gas

Crescent Energy (CRGY): $38.5M One-Off Loss Pressures Margins, Challenging Earnings Growth Narrative

Crescent Energy (CRGY) is forecasting exceptionally strong earnings growth of 58% per year, leaving the US market’s 16% growth prediction far behind. However, revenue is only expected to rise at 8.9% annually, trailing the broader market’s 10.5% pace. Net profit margin has dropped to 0.7% from 2.2% last year after a one-off $38.5 million loss took a bite out of profitability. The numbers set up a compelling mix of robust future earnings potential, offset by real concerns about recent margin...
NasdaqGS:MTSI
NasdaqGS:MTSISemiconductor

Does MACOM’s Licensing of HRL’s 40nm GaN-on-SiC Tech Reshape Its Long-Term Growth Story (MTSI)?

In November 2025, MACOM Technology Solutions announced an agreement to license and exclusively manufacture HRL Laboratories’ 40nm T3L GaN-on-SiC semiconductor process for both commercial and defense applications, while also reporting quarterly results with revenue guidance of US$260.10 million and aligned EPS expectations between US$0.91 and US$0.95 per share. This milestone enables MACOM to broaden its high-frequency product portfolio and strengthens its position in critical growth areas...
NYSE:SQM
NYSE:SQMChemicals

Is SQM Fairly Priced After a 32% Rise and Ongoing Lithium Market News?

Curious if Sociedad Química y Minera de Chile’s shares are a bargain right now? You’re not alone in wondering whether this is a can’t-miss value play or a stock to watch from the sidelines. Lately, the stock has seen some major momentum, jumping 10.2% over the last month and notching a remarkable 32.0% gain year-to-date, although longer-term returns remain in the red over three years. Recent news continues to put SQM into the spotlight, with analysts and investors weighing both opportunities...
NYSE:UAA
NYSE:UAALuxury

Should You Be Tempted by Under Armour After a 43% Drop and Leadership Shakeup?

Ever wondered if Under Armour stock is truly a bargain or just looks tempting at first glance? You're in the right place for a straight-talking breakdown of what the numbers and market sentiment really suggest about its value. The stock is down sharply this year, with a 43.1% decline year-to-date and a tough 47.3% drop over the past twelve months. This performance raises eyebrows about its future growth prospects or indicates a shift in the market’s risk appetite. Recent headlines around...
NasdaqGS:DAWN
NasdaqGS:DAWNBiotechs

Day One Biopharmaceuticals (DAWN): Fastest Projected Revenue Growth Challenges Undervaluation Narrative Ahead of Earnings

Day One Biopharmaceuticals (DAWN) is still reporting losses, but over the past five years, the company has steadily narrowed those losses at a rate of 0.1% per year. With future revenue expected to climb 30.6% annually and earnings forecast to rise a substantial 86.63% per year, DAWN is projected to become profitable within three years. This pace stands out compared to the broader US market. Investors will likely see this combination of robust growth expectations and a share price trading...
NasdaqGS:PCTY
NasdaqGS:PCTYProfessional Services

Paylocity (PCTY): Margin Moderation Challenges Bull Case as Profit Growth Slows vs. History

Paylocity Holding (PCTY) is forecasting earnings growth of 14.2% per year and revenue growth of 8.8% per year, both slightly below the US market averages of 16% and 10.5%, respectively. The company’s net profit margin narrowed a bit to 14.2% from last year’s 14.7%, while recent annual earnings growth of 9.8% falls well short of its five-year average pace of 30.1% per year. These results together show a moderation in profit momentum even as Paylocity continues to be recognized for delivering...
NasdaqGS:CLNE
NasdaqGS:CLNEOil and Gas

Clean Energy Fuels (CLNE): Losses Worsen With 30.5% Annual Increase, Undermining Bullish Valuation Narratives

Clean Energy Fuels (CLNE) remains unprofitable, with losses growing at an annual rate of 30.5% over the past five years. The outlook calls for continued losses for at least the next three years. Revenue is expected to grow at 7.9% per year, but this is notably slower than the 10.5% yearly growth projected for the broader US market. Despite trading below estimated fair value, the company's persistent negative net profit margin continues to weigh on sentiment. See our full analysis for Clean...
NasdaqGS:TCOM
NasdaqGS:TCOMHospitality

Trip.com Group (NasdaqGS:TCOM): Reassessing Valuation Following Recent Share Price Momentum

Trip.com Group (NasdaqGS:TCOM) has drawn renewed attention from investors following its latest financial performance. The discussion now centers on how recent results compare with sector trends and longer-term expectations. See our latest analysis for Trip.com Group. Trip.com Group’s share price has seen a solid climb lately, up 13.4% over the past 90 days and currently trading at $70.49. While short-term moves have been mixed, the company’s longer-term momentum is clear, with a three-year...
NYSE:ATEN
NYSE:ATENSoftware

A10 Networks (ATEN): Earnings Growth Beats Five-Year Trend, Reinforcing Margin Optimism

A10 Networks (ATEN) delivered earnings growth of 17% over the past year, outpacing its five-year average of 2.5% per year, with net profit margins improving to 18.5% from 17.5% last year. Looking ahead, earnings are forecast to grow 19.7% annually, topping the expected US market rate of 16% and the company’s own revenue growth outlook of 7% per year, which lags the broader market pace of 10.5%. With high-quality earnings and shares trading at a 25.5x price-to-earnings ratio, which is below...
NYSE:ABM
NYSE:ABMCommercial Services

Will ABM Industries' (ABM) New Board Appointment Shape Its Strategic and Financial Direction?

ABM Industries recently announced the appointment of Barry Hytinen, Executive Vice President and CFO of Iron Mountain, to its Board of Directors. This addition brings significant expertise in corporate finance and strategic transformation, potentially strengthening ABM’s board leadership as it advances its long-term plans. We’ll now examine how Barry Hytinen’s appointment brings financial insight that could inform ABM’s approach to growth and operational strategy. AI is about to change...
NasdaqGS:INTA
NasdaqGS:INTASoftware

Intapp (INTA) Revenue Growth Forecast Tops Market as Unprofitability Challenges Valuation Narrative

Intapp (INTA) remains unprofitable, but revenue is forecast to grow 12.3% per year. This growth rate tops the US market average of 10.5% annual growth. Over the last five years, the company has managed to cut its losses by 19.4% annually. However, there is not enough detail available to judge improvements in net profit margin or expected earnings growth. As investors weigh the company’s strong revenue trajectory against ongoing unprofitability, the long-term reward appears to depend on...
NasdaqGS:CRUS
NasdaqGS:CRUSSemiconductor

Cirrus Logic (CRUS) Profit Margins Expand, Reinforcing Bullish Narrative on Earnings Quality

Cirrus Logic (CRUS) reported net profit margins of 18.1%, up from 16.3% a year ago, highlighting further expansion in profitability. Earnings grew 16.4% from the previous year, well above the company's five-year average annual growth rate of 7.7%. With margins on the rise and profit momentum solid, investors are likely viewing these results as a sign of high-quality earnings, even as future earnings and revenue growth are expected to slow compared to broader US market averages. See our full...
NYSE:RVLV
NYSE:RVLVSpecialty Retail

Revolve Group (RVLV) Earnings Growth Rebounds, Premium Valuation Raises Expectations vs Market Narratives

Revolve Group (RVLV) posted revenue growth of 7% per year, trailing the US market’s expected 10.5% pace. EPS rose in line with a sharp earnings turnaround, up 37.6% from last year and reversing the company’s five-year average annual decline of 17.1%. Net profit margins climbed to 3.8%, compared to 3.1% a year ago, and earnings are projected to grow 15% annually, just shy of the US market’s 16% forecast. As shares trade above fair value at $22.18 and the Price-To-Earnings ratio stands at...