NYSE:PBI
NYSE:PBICommercial Services

Pitney Bowes (PBI): $117.8M One-Off Loss Challenges Bullish Margin and Growth Narratives

Pitney Bowes (PBI) reported net profit margins of 3.9% for the most recent twelve months, slightly lower than last year’s 4.1%, after accounting for a significant one-off loss of $117.8 million. While earnings are forecast to grow 31.8% per year over the next three years, revenue is expected to decline by 1.3% per year. This highlights a diverging trend between profitability and top-line performance. Investors face a mixed bag, weighing robust earnings growth potential against margin pressure...
NYSE:DOC
NYSE:DOCHealth Care REITs

A Look at Healthpeak Properties's Valuation Following Third Quarter Earnings and Shift to Net Loss

Healthpeak Properties (NYSE:DOC) just released its third quarter earnings, revealing a shift from net income a year ago to a net loss this period. Investors are taking note, as the company also reported declines in sales and income per share. See our latest analysis for Healthpeak Properties. Healthpeak Properties saw its share price climb 2.16% in the latest trading session. However, this follows a choppier pattern over the past month, where shares fell 6.41%. With year-to-date share price...
NYSE:PIPR
NYSE:PIPRCapital Markets

Piper Sandler (PIPR): Profit Margin Jumps to 13.2%, Reinforcing High-Quality Earnings Narrative

Piper Sandler Companies (PIPR) delivered standout earnings growth over the past year, with profits rising 58.4% and net profit margins reaching 13.2%, up from 9.2% a year ago. Revenue is forecast to grow 10.97% annually, ahead of the US market average. Over the past five years, earnings growth has averaged 4.9% each year. Investors will be watching the company’s premium valuation, as the P/E ratio sits at 26.8x and shares are trading at $319.26, well above an estimated fair value of $61.94...
NYSE:NI
NYSE:NIIntegrated Utilities

NiSource (NI) Margins Tick Up as Profit Growth Trails Market Expectations, Reinforcing Cautious Investor Narratives

NiSource (NI) reported revenue growth of 5.3% per year and EPS growth projected at 7.9% annually, both trailing the broader US market rates of 10.3% and 15.9% respectively. Net profit margins saw a slight uptick to 14.1%, and the company’s high quality earnings are further underscored by an impressive five-year annual historical earnings growth rate of 28.2%. Despite these steady gains, shares trade at $42.11, above the estimated fair value of $34.03 and at somewhat elevated price-to-earnings...
NYSE:SFBS
NYSE:SFBSBanks

How Surging Credit Losses At ServisFirst Bancshares (SFBS) Has Changed Its Investment Story

ServisFirst Bancshares reported net charge-offs of US$9,063,000 for the third quarter ended September 30, 2025, compared to US$2,772,000 in the same period last year. This sharp increase in credit losses may raise concerns about loan performance and asset quality trends among investors and stakeholders. We'll explore how the recent surge in net charge-offs could influence ServisFirst Bancshares' outlook and future earnings expectations. We've found 22 US stocks that are forecast to pay a...
NYSE:FBP
NYSE:FBPBanks

Strong Earnings and New Buyback Program Might Change the Case for Investing in First BanCorp (FBP)

In late October 2025, First BanCorp. reported third quarter results showing year-over-year growth in net interest income and net income, authorized a new share repurchase program of up to US$200 million through 2026, and reaffirmed a quarterly dividend of US$0.18 per share. These actions reflect management's confidence in both the bank's current financial strength and its continued commitment to returning value to shareholders through dividends and buybacks. We'll explore how First BanCorp's...
NYSE:GDDY
NYSE:GDDYIT

GoDaddy (GDDY) Net Profit Margin Miss Reinforces Market Caution on Recovery Narrative

GoDaddy (GDDY) posted a net profit margin of 17% for the recent period, a notable compression from the previous year's impressive 40.7%. While current margins have slipped, investors see several bright spots: earnings are projected to climb at 13.93% per year and revenue at 6.2% per year. Given GoDaddy’s five-year annual earnings growth average of 55.8%, these forecasts suggest a moderating but still positive outlook that may test investors' expectations. See our full analysis for...
NasdaqGS:JCAP
NasdaqGS:JCAPConsumer Finance

Is Jefferson Capital (JCAP) Still Undervalued? A Fresh Look at Recent Valuation Signals

Jefferson Capital (JCAP) shares ticked up slightly in the past day, reflecting a calm period for the company. Investors seem to be weighing recent performance as the stock gained 2% this month and 16% over the past 3 months. See our latest analysis for Jefferson Capital. After a quiet stretch earlier this year, Jefferson Capital’s momentum appears to be picking up steam. The stock’s 7.2% share price return over the past month, combined with sustained 16% gains over three months, suggests that...
NYSE:LVWR
NYSE:LVWRAuto

Does LiveWire Group’s (LVWR) Expanded EICMA Lineup Reveal a New Edge in Global Competition?

LiveWire Group, Inc. revealed its most comprehensive product lineup to date at the EICMA International Motorshow in Milan, including the European debut of the S4 Honcho Trail and Street models, updates on its maxi-scooter project with KYMCO, new electric motorcycle concepts, and law enforcement offerings. This event highlighted LiveWire’s expanded push into new categories and regions, signaling a multi-pronged strategy to broaden its reach in the global electric mobility market. We’ll look...
NYSE:BE
NYSE:BEElectrical

Does Bloom Energy’s 1,229.6% Price Surge Match Its True Value After Clean Energy Announcements?

Wondering if Bloom Energy’s surging stock price matches up with genuine value, or if things have gotten a little overheated? You’re not alone. Today we’re diving straight into what the numbers have to say. Bloom Energy has turned heads with a 19.7% jump over the past week, a rise of 46.5% in the last month, and it’s up 1,229.6% over the past year. This significant increase follows a wave of headlines centered on clean energy policy momentum and new project wins, which have fueled investor...
NasdaqGS:CMPR
NasdaqGS:CMPRCommercial Services

Cimpress (CMPR) Net Margins Fall to 1%, Challenging Bullish Growth Narratives

Cimpress (CMPR) saw its net profit margin shrink to 1%, down from 4.7% the prior year, alongside negative earnings growth over the same period. Looking ahead, Wall Street expects the company’s earnings to climb at an impressive 22.6% per year, which is well above the US market’s 15.9% average. However, revenue growth is set to lag at 4.7% per year compared to the market’s 10.3%. With margins under pressure but forward earnings growth looking strong, investors have a mix of optimism and...
NYSE:HCI
NYSE:HCIInsurance

HCI Group (HCI): Is the Insurer’s Valuation Justified After a Year of Strong Gains?

HCI Group (HCI) has seen its stock post strong gains over the past year, up 84% as robust annual revenue and net income growth attract investor attention. Shares now trade around $204, which has rewarded those who have stuck with the insurer. See our latest analysis for HCI Group. Momentum is clearly building for HCI Group, with the share price up 9.2% over the past month and a remarkable 46.9% in the last 90 days. Looking at the bigger picture, the one-year total shareholder return stands at...
NasdaqGS:SHEN
NasdaqGS:SHENTelecom

Shenandoah Telecommunications (SHEN) Losses Deepen 68.8% Annually, Challenging Bullish Narratives on Growth

Shenandoah Telecommunications (SHEN) reported ongoing losses, which have accelerated over the past five years at a steep 68.8% annual rate. Revenue is projected to grow at just 5.9% per year, trailing the US market average of 10.3%. With profitability still out of reach for at least the next three years and shares trading above estimated fair value, investors face an earnings story marked by deepening losses and modest and slowing revenue growth. See our full analysis for Shenandoah...
NasdaqGS:MCHB
NasdaqGS:MCHBBanks

Mechanics Bancorp (MCHB): One-Time $69.9M Loss Tests Bullish Profit Growth Narratives

Mechanics Bancorp (MCHB) reported standout earnings growth over the past year, with net profit margins climbing to 29.4% from last year’s 16.3%, and recent earnings up 166.5%, well above its five-year average of 1.1% per year. Revenue is forecast to rise 16.3% per year and earnings are expected to grow 26.5% annually, both outpacing the broader US market’s projections. With a price-to-earnings ratio of 15.3x and a current share price of $13.39, the stock trades below its estimated fair value...
NYSE:LC
NYSE:LCConsumer Finance

LendingClub (LC) Is Down 5.6% After Q3 Earnings Beat and Upbeat Guidance – Has the Bull Case Changed?

LendingClub reported third-quarter 2025 earnings, with net income rising to US$44.27 million and basic earnings per share increasing to US$0.39, compared to the same period last year; management also issued upbeat guidance for fourth-quarter pre-provision net revenue of US$90 million to US$100 million, anticipating growth between 21% and 35%. An important insight from the release is that LendingClub’s strong results were driven by a 37% increase in loan originations, alongside improved...
NYSE:ATO
NYSE:ATOGas Utilities

Atmos Energy (ATO): Assessing Valuation After Solid Year-to-Date Gains

Atmos Energy (ATO) shares have moved modestly over the past month, showing a slight gain of about 1%. The broader trend year-to-date remains solid. Investors watching utility stocks may find its performance worth tracking. See our latest analysis for Atmos Energy. Atmos Energy’s share price has added an impressive 24.2% year-to-date, and the one-year total shareholder return of 26.9% shows that momentum is building for the stock. This is fueled by growing confidence in the utility sector and...
NYSE:PK
NYSE:PKHotel and Resort REITs

Park Hotels & Resorts (PK): Losses Shrink 74% Annually, Profitability Forecast to Return Within 3 Years

Park Hotels & Resorts (PK) remains unprofitable but has sharply narrowed its losses in recent years, with losses decreasing at an impressive rate of 73.9% per year. Revenue is forecast to grow at 3.5% annually, trailing the broader US market's 10.3% yearly pace. Earnings are projected to jump by 65.36% per year, and PK is set to become profitable within the next three years. For investors, the story is a mix of slower revenue momentum, but a compelling path to profitability supported by an...
NYSE:MTX
NYSE:MTXChemicals

How Rafinol Expansion and Dividend Growth at Minerals Technologies (MTX) Has Changed Its Investment Story

Minerals Technologies Inc. recently reported third-quarter 2025 results, showing net sales of US$532.4 million and basic earnings per share of US$1.37, alongside a 9% dividend increase and new investment in its Usak City, Turkey plant for the Rafinol™ product line. This expansion highlights the company's focus on high-growth sustainable markets, particularly in natural oil purification and renewable fuels, despite ongoing financial headwinds. We'll examine how the expansion of Rafinol™ in...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Should Reddit's (RDDT) Surging Q3 Profits and AI Deals Change Investor Expectations?

Reddit reported third-quarter 2025 earnings, revealing US$584.91 million in sales and US$162.66 million in net income, both significantly higher than the prior year, along with guidance for fourth-quarter revenue between US$655 million and US$665 million. An important takeaway from the results is Reddit's growing revenue diversification, with notable momentum driven not only by advertising but also from emerging AI licensing partnerships. We'll assess how Reddit's strong profitability and...
NYSE:MPLX
NYSE:MPLXOil and Gas

MPLX (MPLX) Announces 12.5 Percent Distribution Hike Could Be a Game Changer for Investors

The board of directors of MPLX LP's general partner recently declared a third-quarter 2025 cash distribution of US$1.0765 per common unit, marking a 12.5% increase over the prior quarter and scheduled for payment on November 14, 2025 to unitholders of record as of November 7. This notable distribution increase reflects MPLX's confidence in its financial position and ongoing commitment to returning value to unitholders. We'll examine how this sizable distribution hike informs the company's...
NYSE:BFH
NYSE:BFHConsumer Finance

How Bread Financial’s (BFH) $500 Million Debt Refinancing May Reshape Its Investment Outlook

In October 2025, Bread Financial Holdings completed a US$500 million private offering of 6.750% senior notes due 2031, with the proceeds and US$275 million in cash earmarked to redeem all outstanding 9.750% senior notes due 2029. This refinancing effort is accompanied by guarantees from the company's domestic subsidiaries and aims to lower future interest expenses while reshaping the company’s capital structure. Bread Financial’s move to reduce debt costs comes as the company also reported...
NasdaqGS:ALGT
NasdaqGS:ALGTAirlines

Is Allegiant (ALGT) Prioritizing Debt Reduction Over Growth With Its Latest Moves?

Allegiant Travel Company recently reported increases in passenger numbers and revenue passenger miles for both the month and quarter ended September 2025, alongside a slight decline in load factor year-over-year. In addition, the company accelerated its financial strengthening efforts by prepaying a total of approximately US$301.34 million in debt principal, including US$120.0 million repaid in October 2025. We'll examine how Allegiant's debt reduction may influence its investment narrative...
NasdaqCM:ASUR
NasdaqCM:ASURProfessional Services

Asure Software (ASUR) Faces Investor Optimism on Forecasted 126% Earnings Growth and Revenue Outperformance

Asure Software (ASUR) remains unprofitable, but the company has managed to narrow its losses by an average of 1.3% per year over the past five years. Looking ahead, analysts forecast earnings to grow at a brisk 126.16% annually, with a potential path to profitability within three years. Revenue is expected to outpace the broader US market with 13.5% yearly growth. The real focus for investors is on Asure’s aggressive earnings ramp-up and robust revenue expansion, which are set against a...
NYSE:WSM
NYSE:WSMSpecialty Retail

Williams-Sonoma (WSM): Evaluating Valuation After Recent Share Price Pullback

Williams-Sonoma (WSM) shares have seen some movement over the past week, with the stock easing slightly even as its one-year return remains strong at nearly 49%. Investors are watching for signs of what is ahead. See our latest analysis for Williams-Sonoma. After delivering a robust 49% total shareholder return over the past year, Williams-Sonoma’s recent share price pullback may have investors questioning if the momentum is fading or simply resetting for the next phase. While the short-term...