NasdaqGS:KRNY
NasdaqGS:KRNYBanks

Kearny Financial (KRNY) Net Interest Margin Recovery Tests Bullish Turnaround Narratives

Kearny Financial’s latest quarterly results in focus Kearny Financial (KRNY) just reported Q2 2026 results with total revenue of about US$43.0 million and EPS of roughly US$0.15, putting fresh numbers on the table for investors tracking its recovery story. The company has seen quarterly revenue move from US$37.4 million in Q2 2025 to US$42.97 million in Q2 2026. EPS over the same quarters has shifted from around US$0.11 to about US$0.15, and the trailing twelve month figures now show revenue...
NasdaqGS:OSBC
NasdaqGS:OSBCBanks

Old Second Bancorp (OSBC) Net Margin Decline Challenges Bullish Earnings Growth Narrative

Old Second Bancorp (OSBC) just wrapped up FY 2025 with fourth quarter revenue of US$92.2 million and basic EPS of US$0.55, alongside net income of US$28.8 million. Over the past few quarters, the bank has seen revenue move from US$69.7 million and EPS of US$0.43 in Q4 2024 to US$92.2 million and EPS of US$0.55 in Q4 2025, with trailing twelve month EPS at US$1.64 on revenue of US$311.3 million. This sets the stage for investors to focus on how the 25.8% net margin trend shapes the story from...
NasdaqGS:CASS
NasdaqGS:CASSDiversified Financial

Cass Information Systems (CASS) Margin Jump Reinforces Bullish Earnings Narratives

Cass Information Systems (CASS) has just wrapped up FY 2025 with fourth quarter revenue of US$53.4 million and basic EPS of US$0.63, alongside trailing twelve month revenue of US$207.4 million and EPS of US$2.36. Over the past year, revenue has ranged from US$48.6 million to US$54.0 million per quarter while basic EPS moved between US$0.39 and US$0.70. This gives investors a clear read on how earnings are tracking against a relatively steady top line. With net income and margins now in...
NasdaqCM:PLBC
NasdaqCM:PLBCBanks

Plumas Bancorp (PLBC) Net Interest Margin Of 4.91% Tests Bullish Community Banking Narrative

Plumas Bancorp (PLBC) closed out FY 2025 with fourth quarter revenue of US$28.2 million and basic EPS of US$1.58, rounding off a year in which trailing twelve month revenue reached US$91.4 million and EPS came in at US$4.60. The company has seen revenue move from US$79.9 million on a trailing basis in the third quarter of FY 2024 to US$91.4 million by the end of FY 2025, while trailing EPS shifted from US$4.82 to US$4.60 over the same window. This sets up a read on how much of that top line...
NasdaqGS:APP
NasdaqGS:APPSoftware

A Look At AppLovin (APP) Valuation After Money Laundering Allegations And Sharp Share Price Declines

AppLovin (APP) is back in focus after a series of money laundering allegations from CapitalWatch and other researchers, sharp share price drops, and a firm public denial from management that includes plans for independent investigations. See our latest analysis for AppLovin. Those allegations have arrived after a strong multi‑year run that still shows in the roughly 44% 1 year total shareholder return. However, recent momentum has clearly turned, with a 30 day share price return of about 28%...
NasdaqGS:GSBC
NasdaqGS:GSBCBanks

Great Southern Bancorp (GSBC) Net Interest Margin Stability Tests Bearish Regional Bank Narratives

Great Southern Bancorp (GSBC) closed out FY 2025 with fourth quarter revenue of US$55.5 million and EPS of US$1.46. Trailing twelve month revenue came in at US$229.2 million and EPS at US$6.23, up from US$214.3 million and US$5.28 a year earlier. That step up in the revenue and EPS base sets the stage for a period where margins and earnings quality will matter more than headline growth, as investors weigh how durable these results look heading into the next year. See our full analysis for...
NasdaqGS:TXG
NasdaqGS:TXGLife Sciences

10x Genomics Expands Clinical Ambitions As Momentum Outruns Analyst Targets

10x Genomics (NasdaqGS:TXG) announced new collaborations with Brigham & Women's Hospital, Dana-Farber Cancer Institute, and the Cancer Research Institute to apply its single-cell and spatial technologies to autoimmune disease and immuno-oncology research. The company also launched a multi-year initiative to establish a CLIA-certified laboratory aimed at future clinical applications of its platforms. For investors watching 10x Genomics, the news comes with the stock at $23.19 and a mixed...
NasdaqGM:AMAL
NasdaqGM:AMALBanks

Amalgamated Financial (AMAL) Margin Softness Tests Bullish Earnings Growth Narrative

Amalgamated Financial (AMAL) just wrapped up FY 2025 with fourth quarter revenue of US$79.7 million and basic EPS of US$0.89. This frames a year in which trailing twelve month revenue came in at US$312.4 million and EPS reached US$3.44. Over the past six reported quarters, revenue has moved within a tight range from US$74.2 million in Q4 2024 to US$80.3 million in Q3 2025, while quarterly EPS has stayed in the US$0.80 to US$0.91 band. This sets up FY 2025 as a year of steady top line and...
NYSE:ETSY
NYSE:ETSYMultiline Retail

Will Tariff Jitters and AI Checkout Push Etsy's (ETSY) Story in a New Direction?

Earlier this week, Etsy was swept up in a broad U.S. market pullback after the government announced plans to introduce a 10% tariff on imports from several European countries starting February 1, pressuring sentiment across many globally exposed companies. At the same time, investor attention around Etsy has been shaped by developments such as expanding AI-enabled checkout integrations and ongoing interest in its Depop marketing efforts and upcoming leadership transition. We’ll now explore...
NYSE:ORI
NYSE:ORIInsurance

Old Republic Buyback Shrinks Share Count As Valuation Flags Undervaluation

Old Republic International (NYSE:ORI) has completed a large share repurchase program covering more than 11% of its outstanding shares since March 2024. The buyback follows a year of strong full year and fourth quarter earnings, with both net income and revenue reported higher year over year. The company’s recent actions and results highlight management’s confidence in Old Republic International’s underlying business. For you as an investor, the timing is interesting. Old Republic...
NasdaqGS:UBSI
NasdaqGS:UBSIBanks

United Bankshares UBSI Margin Strength And 20.2% Earnings Growth Reinforce Bullish Narratives

United Bankshares (UBSI) has just closed out FY 2025 with fourth quarter revenue of US$311.6 million and basic EPS of US$0.92, alongside trailing twelve month revenue of about US$1.2 billion and EPS of US$3.28, setting the tone for how investors assess the latest numbers. The company has seen quarterly revenue move from US$255.2 million in Q4 2024 to US$311.6 million in Q4 2025, while basic EPS shifted from US$0.70 to US$0.92 over the same period, giving you a clear view of how the top and...
NYSE:PNFP
NYSE:PNFPBanks

Pinnacle Financial Partners (PNFP) Net Interest Margin Strengthens Bullish Narratives In FY 2025 Results

Pinnacle Financial Partners (PNFP) has wrapped up FY 2025 with fourth quarter total revenue of US$508.1 million and basic EPS of US$2.16, setting the tone against trailing 12 month revenue of US$1.95 billion and EPS of US$8.15. Over the past year, total revenue has moved from US$1.62 billion to US$1.95 billion, while basic EPS has gone from US$6.01 to US$8.15. This has been accompanied by earnings growth of 36.3% and a net profit margin of 32.2% versus 28.5% a year earlier. These figures put...
NasdaqGM:SMBC
NasdaqGM:SMBCBanks

Southern Missouri Bancorp (SMBC) Q2 EPS Strength Reinforces Bullish Profitability Narratives

Southern Missouri Bancorp (SMBC) has just posted Q2 2026 results with total revenue of US$48.0 million and basic EPS of US$1.62, alongside trailing twelve month EPS of US$5.79 supported by net income of US$65.0 million on revenue of US$182.8 million. The company has seen quarterly revenue move from about US$44.1 million in Q2 2025 to US$48.0 million in Q2 2026, while basic EPS over that span has ranged from US$1.30 to US$1.62. This latest print comes against a backdrop of higher trailing net...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

Is DraftKings (DKNG) Pricing Reflect Recent Share Weakness And Long Term Growth Story

If you are wondering whether DraftKings' current share price lines up with its fundamentals, you are not alone. This article focuses squarely on what the latest numbers say about value. The stock last closed at US$31.62, after a 10.8% decline over the past week, an 8.5% decline over the past month, and a 23.8% decline over the past year, while the 3 year return stands at 121.1% and the 5 year return at a 43.7% decline. Recent coverage has highlighted DraftKings as a key name in US online...
NYSE:MLI
NYSE:MLIMachinery

Assessing Mueller Industries (MLI) Valuation After Its Shift To GARP Status

Why Mueller Industries (MLI) Is Back on Investors’ Radar Mueller Industries (MLI) has attracted fresh attention after being reclassified as a Growth at a Reasonable Price stock, following marked improvements in net income, margins, long-term debt reduction, and cash strength. See our latest analysis for Mueller Industries. Recent trading has reflected growing interest in that Growth at a Reasonable Price story, with a 30 day share price return of 13.41% and a 90 day gain of 29.26%, alongside...
NYSE:TRU
NYSE:TRUProfessional Services

Evaluating TransUnion (TRU) After AI Marketing Gains From Actable Collaboration

TransUnion’s AI marketing collaboration with Actable TransUnion (TRU) has put its TruAudience Marketing Solutions in the spotlight after reporting a 10% improvement in AI model fit and a 19.5% reduction in false positives through a recent collaboration with Actable. See our latest analysis for TransUnion. Against this AI marketing update, TransUnion’s 1-day share price return of 2.94% and year to date share price return of 2.96% contrast with a 1-year total shareholder return of 10.14%...
NYSE:AEO
NYSE:AEOSpecialty Retail

American Eagle Outfitters Taps Lamine Yamal To Expand Global Football Reach

American Eagle Outfitters (NYSE:AEO) has entered a five year global ambassador partnership with soccer player Lamine Yamal. The agreement is the company’s first multi year deal of this type and is designed to connect more closely with global sports culture and talent collaborations. For a retailer known primarily for casual apparel and denim, NYSE:AEO is now tying its brand to one of soccer’s rising names. The move comes as apparel and footwear companies increasingly look to athletes and...
NYSE:RHLD
NYSE:RHLDProfessional Services

Is Resolute Holdings Management (RHLD) Attractively Priced After Recent Share Price Weakness

If you are wondering whether Resolute Holdings Management is priced attractively right now, you are in the right place for a clear look at what the current share price might mean for value minded investors. The stock most recently closed at US$204.21, with a 7 day return of a 9.8% decline, a 30 day return of a 4.7% decline, and a year to date return of 9.5%. Recent price moves have put more attention on what could be driving sentiment around Resolute Holdings Management and are encouraging...
NasdaqGS:TTWO
NasdaqGS:TTWOEntertainment

Did Concerns Over Earnings Quality and Dilution Just Shift Take-Two Interactive Software's (TTWO) Investment Narrative?

Recent commentary on Take-Two Interactive Software has raised concerns about slowing sales growth, cash outflows, and the dilutive effect of new share issuances on earnings per share, despite higher overall revenue. This tension between revenue expansion and weaker earnings quality is prompting some analysts to question whether the company can efficiently convert growth into lasting shareholder value. We’ll now examine how this focus on earnings quality and cash generation shapes Take-Two’s...
NYSE:MOH
NYSE:MOHHealthcare

Assessing Molina Healthcare (MOH) Valuation As Management Outlines A 12 To 24 Month Improvement Plan

Why Molina Healthcare Is Back on Investors’ Radar Molina Healthcare (MOH) is drawing fresh attention after management outlined a 12 to 24 month roadmap centered on premium adjustments, contract seasoning, solid earnings, positive cash flow, and ongoing share buybacks. See our latest analysis for Molina Healthcare. The recent 21.2% 1 month share price return and 21.7% 3 month share price return to US$198.75 suggests momentum is picking up again, even though the 1 year total shareholder return...
NYSE:CWEN.A
NYSE:CWEN.ARenewable Energy

Clearway Energy (CWEN.A) Valuation After New Long Term Google Power Purchase Agreements

What Clearway’s New Google PPAs Mean for Investors Clearway Energy (CWEN.A) has drawn fresh attention after securing three long-term power purchase agreements with Google, covering 1.17 GW of carbon-free projects across Missouri, Texas, and West Virginia. These contracts, backing over US$2.4b of planned energy infrastructure investment and running for up to 20 years, add another layer of contracted revenue to Clearway’s existing clean power portfolio. See our latest analysis for Clearway...
NYSE:SPHR
NYSE:SPHREntertainment

Did National Harbor Expansion and Oz Ticket Milestone Just Shift Sphere Entertainment's (SPHR) Investment Narrative?

Sphere Entertainment Co., together with Maryland officials and Peterson Companies, previously announced plans for a smaller-scale Sphere venue at National Harbor near Washington, D.C., backed by about US$200 million in public and private incentives and projected to support thousands of jobs and billions in annual economic impact. At the same time, the company reported that The Wizard of Oz at Sphere in Las Vegas has sold over 2 million tickets and generated more than US$260 million in ticket...
NasdaqGS:CHTR
NasdaqGS:CHTRMedia

How Investors May Respond To Charter Communications (CHTR) Launching Low-Cost WiFi 7 Mesh Extenders

Earlier in January 2026, Charter Communications’ Spectrum brand introduced WiFi 7 Extenders that use tri-band mesh technology and the 6 GHz band to deliver multi-gig coverage of up to 2,000 square feet per device for US$5 per month. This launch adds a higher-end connectivity option at a low recurring cost just as Charter continues to confront weak internet subscriber growth and downward earnings estimate revisions. We’ll now examine how the new WiFi 7 Extenders, launched amid ongoing...
NYSE:DOC
NYSE:DOCHealth Care REITs

Healthpeak Appoints AI Leader As Investors Weigh Dividend Risks And Valuation

Healthpeak Properties (NYSE:DOC) has appointed Omkar Joshi as Head of Enterprise Innovation. This newly created role focuses on technology, automation, and data driven transformation across the company. Joshi brings experience in operational AI and data strategies, including prior leadership roles at Palantir Technologies. Healthpeak Properties, a healthcare focused real estate investment company, is putting more attention on how it uses data and software across its portfolio. For investors...