NasdaqGM:HROW
NasdaqGM:HROWPharmaceuticals

Harrow (HROW) Is Up 9.7% After Return to Profitability and Expanded Coverage for VEVYE – What's Changed

Harrow Inc. recently reported third quarter 2025 results, with revenue rising to US$71.64 million from US$49.26 million a year earlier, and net income improving from a US$4.22 million loss to a US$1.02 million profit. The company emphasized strong uptake in key products like VEVYE and IHEEZO, launch momentum for TRIESENCE, and expanded insurance coverage, pointing to initiatives aimed at longer-term growth. We’ll consider how the return to profitability and new insurance coverage for VEVYE...
NasdaqGS:CINF
NasdaqGS:CINFInsurance

Cincinnati Financial (CINF) Is Up 5.6% After Strong Q3 Results and Executive Transition - What's Changed

Cincinnati Financial reported strong third-quarter results, including a 12.3% increase in revenue and a 9% rise in consolidated property and casualty net written premiums, while also announcing leadership changes as Andy Schnell steps in as Senior Vice President following the retirement of Theresa Hoffer. The combination of robust operating performance and key management updates highlights the company's commitment to adapting its business and sustaining growth in a changing insurance...
NYSE:NRP
NYSE:NRPOil and Gas

How Investors Are Reacting To Natural Resource Partners (NRP) Lower Q3 Revenue and Joint Venture Distributions

Natural Resource Partners L.P. announced past third quarter 2025 results, reporting a year-over-year decrease in both revenue and net income due to weaker coal and soda ash market conditions. While the company highlighted ongoing deleveraging efforts and positive free cash flow, it also confirmed no distributions from its soda ash joint venture in this period. We’ll explore how the absence of joint venture distributions amid lower coal royalty revenues shapes the company's investment...
NYSE:OC
NYSE:OCBuilding

Owens Corning (OC): Assessing Valuation After Q3 Losses and Goodwill Impairment

Owens Corning (OC) just released its third-quarter results, revealing a significant net loss and a major goodwill impairment charge. The company also signaled ongoing challenges with a cautious revenue outlook for the fourth quarter. See our latest analysis for Owens Corning. Despite stepping up share buybacks in recent months, Owens Corning’s latest third-quarter loss and big impairment charge have weighed heavily on investor sentiment. The company’s 1-year total shareholder return is now...
NasdaqGS:FRMI
NasdaqGS:FRMISpecialized REITs

Can Project Matador’s Momentum Redefine Fermi’s (FRMI) Role in the AI Power Race?

Fermi America recently received preliminary approval from the Texas Commission on Environmental Quality for 6 GW of clean natural gas-based power generation at Project Matador, alongside announcing a US$150 million Advance in Aid of Construction Agreement with its first prospective client and securing key infrastructure partnerships and local economic incentives. This regulatory progress and rapid infrastructure build-out mark a significant move toward meeting America's AI-driven energy...
NYSE:BIO
NYSE:BIOLife Sciences

Is Bio-Rad’s Third Quarter Net Loss and Share Buyback Shaping the Investment Case for BIO?

Bio-Rad Laboratories recently reported third quarter 2025 earnings, with sales of US$653 million and a shift from net income to a net loss of US$341.9 million, alongside an update on its ongoing share repurchase program. Despite year-to-date sales staying nearly flat, the company's net loss and continued buyback activity stand out as important factors shaping recent investor sentiment. We'll examine how Bio-Rad's swing to a quarterly net loss and completion of a major share repurchase...
NYSE:SDRL
NYSE:SDRLEnergy Services

Seadrill's Raised Revenue Guidance Amid Losses Might Change the Case for Investing in SDRL

Seadrill Limited recently reported its third-quarter 2025 results, showing increased sales and revenue year-over-year but swinging from net income to a US$11 million net loss for the quarter, with a wider net loss of US$67 million for the nine months ended September 30, 2025. Despite these losses, management revised full-year 2025 guidance upward, narrowing the operating revenue forecast to between US$1.36 billion and US$1.39 billion, indicating improved expectations for the rest of the...
NYSE:YELP
NYSE:YELPInteractive Media and Services

Yelp (YELP) Trims 2025 Outlook After Revenue Growth—What Does This Reveal About Its Long-Term Strategy?

Yelp Inc. reported third quarter 2025 results showing year-over-year growth in revenue to US$376.04 million and net income to US$39.32 million, while also completing a share repurchase of 1,596,000 shares during the quarter. The company lowered its full-year 2025 net revenue outlook by US$8 million at the midpoint, signaling a more cautious business forecast despite recent growth. We'll examine the impact of Yelp's reduced 2025 revenue guidance on its investment narrative and future business...
NasdaqGS:CYTK
NasdaqGS:CYTKBiotechs

A Look at Cytokinetics (CYTK) Valuation Following Strong MAPLE-HCM Study Results for Aficamten

Cytokinetics (CYTK) just unveiled fresh MAPLE-HCM study data showing that patients with hypertrophic cardiomyopathy saw marked improvement with aficamten compared to metoprolol. The findings, presented at key medical conferences, have stirred attention among investors. See our latest analysis for Cytokinetics. With the latest MAPLE-HCM results making waves, Cytokinetics has enjoyed surging momentum. The stock’s 1-day share price return of 6.91% and a remarkable 80% jump over the last 90 days...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

Is AMD’s (AMD) Push Into Auto AI a Signal of Lasting Edge or Spreading Too Thin?

STRADVISION recently announced a multi-year collaboration with Advanced Micro Devices (AMD) to showcase advanced autonomous driving perception technology, with their MultiVision software running on AMD’s Versal AI Edge hardware at CES 2026 and offering real-time, multi-camera perception solutions for next-generation vehicles. This partnership highlights the increasing integration of AMD's energy-efficient AI processors and automotive-grade systems into real-world autonomous and...
NasdaqGM:VWAV
NasdaqGM:VWAVAerospace & Defense

Will VisionWave (VWAV) Prove Its Autonomous Edge as Varan UGV Heads for European Field Trials?

VisionWave Holdings announced upcoming European field testing of its Varan UGV, a next-generation autonomous and modular ground vehicle platform designed to transform modern defense with coordinated swarm capabilities, modular payloads, and advanced navigation features. With its ability to rapidly adapt to diverse battlefield roles and operate as a swarm, the Varan platform showcases VisionWave’s ambition to lead the shift toward autonomous intelligence in ground combat operations. We’ll...
NYSE:RLI
NYSE:RLIInsurance

RLI (RLI): Evaluating the Insurer’s Valuation After Recent Modest Share Price Movement

RLI (RLI) shares have been steady recently, as the stock has shown modest movement over the past week. Investors may be curious about how RLI is navigating the current market landscape, especially since year-to-date numbers have trended lower. See our latest analysis for RLI. RLI’s share price has drifted lower throughout the year, reflecting a cooling momentum in the short term. Even so, its five-year total shareholder return of nearly 40% shows the company’s longer-term track record remains...
NYSE:DVN
NYSE:DVNOil and Gas

Devon Energy (DVN): Evaluating Valuation After Q3 Results and Share Buyback Updates

Devon Energy (DVN) just released its third quarter results. Revenue climbed to $4.3 billion from last year, though profits and earnings per share dipped. The company also wrapped up another round of share buybacks this quarter. See our latest analysis for Devon Energy. After a steady run of buybacks and a mixed third quarter, with revenue up and profits down, Devon Energy's share price has gained notable momentum recently, with an 8% one-month share price return. That said, the big picture...
NasdaqCM:HNRG
NasdaqCM:HNRGRenewable Energy

Hallador Energy (HNRG) Is Up 17.0% After Swinging to Strong Profitability in Q3 - Has The Bull Case Changed?

Hallador Energy Company recently reported its third quarter and nine-month 2025 results, highlighting a large increase in sales and a shift from a net loss to significant net income year-over-year. This earnings report reveals a sharp improvement in profitability, as basic earnings per share from continuing operations jumped to US$0.98 for the nine months compared to a loss of US$0.27 a year earlier. With robust year-over-year net income growth, we’ll explore how Hallador Energy’s improved...
NYSE:DAN
NYSE:DANAuto Components

Dana (DAN) Is Up 5.8% After Earnings Beat and Upgraded Outlook Are Cost Savings a Game Changer?

Dana Incorporated recently reported its third quarter 2025 results, posting net income of US$83 million on sales of US$1.92 billion, and announced the completion of a share repurchase of over 9.5 million shares since July. A unique aspect of these developments is Dana's raised full-year profit guidance driven by accelerated cost savings, signaling a potential shift in long-term profitability. We’ll explore how Dana's improved earnings outlook, linked to cost savings, could reshape its...
NYSE:MSI
NYSE:MSICommunications

Will Strong Q3 Results and Steady Outlook Reshape Motorola Solutions' (MSI) Investment Narrative?

On October 30, 2025, Motorola Solutions reported third quarter results with revenue of US$3.01 billion and net income of US$562 million, alongside maintaining full-year 2025 revenue guidance of approximately US$11.65 billion. The company also advanced its long-term buyback program, repurchasing over 258,000 shares last quarter, while confirming expectations of strong revenue growth in the fourth quarter. We’ll explore how the company’s reaffirmed revenue growth projections and stable...
NYSE:MRK
NYSE:MRKPharmaceuticals

Why Merck (MRK) Is Up 8.5% After Promising Phase 3 Data for Oral Cholesterol Drug Enlicitide

In recent days, Merck shared initial Phase 3 results showing its investigational once-daily oral PCSK9 inhibitor, enlicitide decanoate, led to substantial and sustained reductions in LDL cholesterol for patients with familial hypercholesterolemia and at-risk adults, with data presented at the American Heart Association Scientific Sessions 2025. The findings highlight enlicitide’s clinical impact across several lipid markers, high adherence rates, and a safety profile similar to placebo,...
NasdaqGS:NDAQ
NasdaqGS:NDAQCapital Markets

How Investors May Respond To Nasdaq (NDAQ) Expanding Private Markets Data Through LSEG Partnership

On November 6, 2025, LSEG announced a partnership with Nasdaq to license and integrate Nasdaq's private markets datasets, benchmarks, and intelligence into LSEG's Workspace and Datafeeds. This collaboration signals Nasdaq’s deepening push into private markets data, offering institutional clients expanded transparency and access within a segment traditionally limited in visibility. We'll examine how Nasdaq’s broadened private markets reach through this partnership could influence its...
NYSE:V
NYSE:VDiversified Financial

Visa (V): Evaluating Valuation After Landmark Interchange Fee Settlement with U.S. Merchants

Visa is making headlines as it approaches a settlement with U.S. merchants to reduce interchange fees and ease card acceptance rules. This move addresses a dispute that has influenced industry dynamics for years. See our latest analysis for Visa. This push toward settling the fee dispute comes at a time of innovation and partnerships for Visa. Over the past few months, they have launched embedded finance solutions for the freight industry with Transcard and taken the spotlight at major...
NYSE:CSW
NYSE:CSWBuilding

CSW Industrials (CSWI): Evaluating Valuation After Earnings Beat and Lowered Growth Outlook

CSW Industrials (CSW) just posted higher quarterly revenue and net profit compared to last year, signaling solid performance. However, analysts pointed out a drop in organic revenue because of headwinds in the U.S. residential HVACR segment. See our latest analysis for CSW Industrials. Despite recent earnings growth and an accelerating buyback program, CSW Industrials' share price has yet to rebound. After a jump this week, it is still down nearly 29% year-to-date. Meanwhile, the 1-year total...
NasdaqGS:DLO
NasdaqGS:DLODiversified Financial

Assessing DLocal (NasdaqGS:DLO) Valuation After Q3 Growth and Margin Outlook in Brazil, Argentina, and Beyond

DLocal (DLO) released its third-quarter 2025 results, reporting strong growth in payment volumes across Brazil and Argentina. Management addressed ongoing investor concerns about profit margins and geographic risk exposure during the earnings call. See our latest analysis for DLocal. DLocal’s 24% share price gain over the past three months reflects growing enthusiasm for its surging payment volumes and international reach, with investors warming to its disciplined margins amid ongoing...
NYSE:MA
NYSE:MADiversified Financial

How Investors Are Reacting To Mastercard (MA) Settlement Capping US Merchant Interchange Fees

On November 10, 2025, Visa announced a proposed settlement including Mastercard to resolve longstanding U.S. merchant litigation over credit card interchange fees, offering U.S. merchants more payment acceptance flexibility, simplified surcharging, and a five-year cap and reduction on interchange rates, pending court approval. This settlement addresses a significant legal overhang, providing U.S. merchants and payment networks with clearer rules and fee structures, and closing a multi-year...
NYSE:NFG
NYSE:NFGGas Utilities

Does National Fuel Gas Still Offer Value After a 30% Year-to-Date Surge in 2025?

Ever wondered if National Fuel Gas is actually a hidden value play, or if you might be joining in too late? You're in the right place to find out. While the stock dipped slightly by 0.2% over the past week and 5.5% over the past month, it is up an impressive 30.5% year-to-date and 121.5% over the last five years. National Fuel Gas has been catching attention in the energy sector as industry headlines highlight its ongoing infrastructure investments and strategic acquisitions. All of these...
NasdaqGS:MTSR
NasdaqGS:MTSRBiotechs

Metsera (MTSR): Assessing Valuation After This Year’s 167% Stock Surge

Metsera (MTSR) has seen its stock shift modestly over the past week, with a month-long climb of 34% catching some investors’ attention. This move comes as market interest grows around the company’s future prospects. See our latest analysis for Metsera. Metsera’s 1-month share price return of nearly 34% stands out, especially as the stock has surged by over 167% so far this year. While shorter-term momentum cooled slightly this past week, overall sentiment remains optimistic. Recent gains...