NYSE:NET
NYSE:NETIT

AI Shopping Partnership With Visa and Mastercard Could Be a Game Changer for Cloudflare (NET)

Cloudflare announced a major industry collaboration with Visa, Mastercard, American Express, and other partners to enable secure AI-driven agentic commerce using its Web Bot Auth protocol and Trusted Agent Protocol, empowering AI agents to shop at millions of merchants globally. This initiative marks a significant step in building a unified authentication layer for agent-to-merchant transactions, positioning Cloudflare at the center of emerging AI commerce infrastructure alongside further...
OTCPK:FFBB
OTCPK:FFBBBanks

FFB Bancorp (FFBB) Margin Decline Challenges Bullish Value Narrative

FFB Bancorp (FFBB) reported net profit margins of 29.8%, down from 34.1% in the prior year, signaling a reduction in profitability. Over the last five years, the company's earnings grew at an impressive annual rate of 18.4%, but the latest period reversed that growth trend, with negative earnings momentum. Shares now trade at a Price-to-Earnings Ratio of 8.4x, below both peers and the broader US banks sector, and the current $84.5 share price sits well below the estimated fair value of...
NasdaqGS:ISRG
NasdaqGS:ISRGMedical Equipment

Intuitive Surgical (ISRG) Is Up 5.1% After FDA Clears AI-Driven Imaging for Ion Bronchoscopy System

Intuitive Surgical announced that the U.S. FDA has cleared new software advancements featuring artificial intelligence and advanced imaging capabilities for its Ion endoluminal robotic bronchoscopy system, which allows physicians to access deep lung nodules with greater precision. This rollout of AI-powered navigation and integrated tomosynthesis imaging reflects Intuitive's ongoing commitment to enhancing clinical outcomes and supporting diverse healthcare environments globally. We'll now...
NYSE:LYB
NYSE:LYBChemicals

Is LyondellBasell a Bargain After a 44% Drop in 2025?

If you’re watching LyondellBasell Industries lately, you’re probably wondering if this is a chance to pick up a quality name at a bargain or if recent declines are a red flag. This is a moment when investors are really asking themselves what comes next. After all, the stock has slid by 2.2% in just the past week and is now down 44.7% over the last year. Even longer-term holders have felt the pain, with returns underwhelming over three and five year periods as well. Many of these moves are...
NasdaqCM:SBET
NasdaqCM:SBETHospitality

SharpLink Gaming (SBET) Is Down 5.4% After $76.5M Ethereum-Focused Equity Offering and Leadership Shift – Has the Bull Case Changed?

SharpLink Gaming announced a US$76.5 million equity offering at a premium to market, aiming to expand its Ethereum holdings and shift its business focus toward digital asset concentration. This move coincided with the appointment of senior leaders with deep institutional finance and digital asset experience, highlighting the company's commitment to its Ethereum-centric strategy. We’ll explore how SharpLink’s expansion of its executive team strengthens the company’s evolving investment...
NasdaqGS:SIRI
NasdaqGS:SIRIMedia

How Subscriber Declines and Weak Demand at Sirius XM (SIRI) Have Changed Its Investment Story

Earlier in October 2025, Sirius XM Holdings reported ongoing declines in core subscribers and overall weak demand, highlighting pressures from increased competition and market saturation. An important factor is that despite management's optimism about rising free cash flow, the company is seeing downward trends in profitability and diminished opportunities for growth. We'll look at how subscriber losses and weakened demand are shaping Sirius XM's longer-term investment narrative and...
NYSE:PRIM
NYSE:PRIMConstruction

A Look at Primoris Services’s Valuation as New CEO Koti Vadlamudi Is Announced

Primoris Services (NYSE:PRIM) has announced that Koti Vadlamudi will step in as its new President and CEO beginning November 10, 2025. Vadlamudi’s appointment follows a lengthy executive tenure at Jacobs, where he championed multi-sector growth worldwide. See our latest analysis for Primoris Services. Primoris Services’ leadership shakeup comes on the heels of an eye-catching run for shareholders: the company’s share price has soared over 80% year-to-date, fueled by strong business execution...
NasdaqGS:GFS
NasdaqGS:GFSSemiconductor

How GlobalFoundries' RISC-V MIPS I8500 Chip Launch May Shape the Outlook for GFS Investors

Earlier this month, GlobalFoundries unveiled the MIPS I8500 chip at its Technology Summit in Munich, following its acquisition of chip design company MIPS, introducing a RISC-V-based architecture for real-time, event-driven computing applications. This development highlights GlobalFoundries' push into customizable, energy-efficient silicon targeting 5G/6G and edge AI hardware markets, strengthening its position in next-generation semiconductor solutions. Let's explore how GlobalFoundries'...
NasdaqCM:CELC
NasdaqCM:CELCBiotechs

Does Celcuity’s 437% 2025 Rally Reflect Its True Value After Clinical Milestone News?

If Celcuity is on your radar, you are not alone. The biotech’s share price has been on an absolute tear lately, catching eyes and inviting plenty of debate about what comes next. If you have held the stock since the start of the year, you are already sitting on an eye-popping YTD return of 437.5%. Even the most recent week alone saw the price rocket up by 52.8%, following a pattern of remarkable growth all the way back through its 1-year, 3-year, and even 5-year track records. Long-term...
NYSE:MMC
NYSE:MMCInsurance

Assessing Marsh & McLennan (MMC) Valuation After Cost-Savings Launch, Rebrand, and Strong Q3 Results

Marsh & McLennan Companies (NYSE:MMC) has been in the spotlight following several key moves, including the launch of its Thrive cost-savings program, a sweeping rebrand, and solid third-quarter results. See our latest analysis for Marsh & McLennan Companies. Between strategic acquisitions, a fresh brand identity, and a new focus on cost savings, Marsh & McLennan Companies has stayed busy this year. But even with the company’s ongoing buybacks and robust Q3 results, momentum hasn’t translated...
NYSE:ACVA
NYSE:ACVACommercial Services

Did Lower Margins and High Marketing Spend Just Shift ACV Auctions' (ACVA) Investment Narrative?

Recent analysis has highlighted that ACV Auctions faces heightened investor concerns due to lower gross margins than competitors and elevated marketing expenditures, raising questions about its cash burn and long-term ability to sustain growth. This issue draws attention to how heavy marketing investment may be straining operational flexibility, with implications for the company's future funding needs and market position. We'll now explore how ACV Auctions' ongoing profitability concerns and...
NYSE:DCO
NYSE:DCOAerospace & Defense

How Ducommun’s (DCO) $150 Million Legal Settlement May Shape Its Risk Profile and Outlook

On October 3, 2025, Ducommun Incorporated announced it had entered into a binding settlement term sheet to resolve litigation related to the June 2020 fire at its Guaymas, Mexico performance center, agreeing to a one-time payment of US$150 million, with US$56 million covered by insurance. This settlement brings resolution to a major legal uncertainty for the company while resulting in a one-time net settlement expense of US$94 million, which will be recorded in the quarter ending September...
NYSE:NNI
NYSE:NNIConsumer Finance

Nelnet (NNI): Examining Valuation Following Recent Share Price Gains

Nelnet (NNI) has delivered a steady performance, with its stock gaining around 7% over the past 3 months and a year-to-date return of nearly 24%. The company's growth, while gradual, has caught the attention of long-term investors looking for consistency. See our latest analysis for Nelnet. Nelnet’s share price has quietly built momentum this year, climbing with a 24% year-to-date price return and a total shareholder return of 17.6% over the past 12 months. With solid financial results and a...
NasdaqGS:CME
NasdaqGS:CMECapital Markets

CME Group (CME) Valuation in Focus as It Expands Into Prediction Markets and Crypto Derivatives

CME Group (CME) is setting its sights on two dynamic frontiers. The company just unveiled plans to roll out financial contracts tied to sports outcomes and economic indicators, taking aim at the fast-growing prediction market segment. See our latest analysis for CME Group. All these expansions come hot on the heels of a solid run for CME Group. The stock has climbed 15% year-to-date, and its total shareholder return over the past year is an impressive 23.6%, with returns more than doubling...
NasdaqGS:ACLS
NasdaqGS:ACLSSemiconductor

Axcelis Technologies (ACLS): Is the Stock Undervalued After Recent Sector-Aligned Move?

Axcelis Technologies (ACLS) has recently moved in line with the broader semiconductors sector and ended the day at $83.88. The company’s share price has climbed 4% over the past week but remains down 12% for the month. See our latest analysis for Axcelis Technologies. Axcelis Technologies has turned a corner lately, with short-term momentum picking up as its share price bounced 12% in the last three months. However, that recent surge contrasts with a modest fade in long-term terms, as its...
NYSE:VZ
NYSE:VZTelecom

Is Verizon’s 5G Expansion Signaling a Shift in the Company’s 2025 Value?

Wondering what to do with Verizon Communications stock right now? You are not alone. With so much noise in the market, it is easy to get stuck in analysis paralysis, especially when a household name like Verizon seems to be sitting at a crossroads. Over just the past month, shares have drifted down 6.2%, followed by a mild rebound of 0.6% this week. On a longer timeline, the story is more nuanced: up 1.5% year-to-date and gaining 5.1% in the last year, but still down 4.1% over the last five...
NasdaqGS:ZS
NasdaqGS:ZSSoftware

Should Zscaler's (ZS) AI-Powered Partnership With HCLTech Influence Investors' View on Its Long-Term Potential?

In the past week, HCLTech and Zscaler expanded their partnership to deliver AI-powered network transformation and zero-trust security services globally, integrating Zscaler's Zero Trust Exchange with HCLTech's Cybersecurity Fusion Center platform. This collaboration leverages advanced AI and automation to enhance enterprise threat detection and response, while offering scalable managed security and Secure Access Service Edge solutions. We'll explore how the HCLTech partnership and expanded...
NYSE:ASGN
NYSE:ASGNIT

How Flat Sales and Weak Demand at ASGN (ASGN) Have Changed Its Investment Story

In the past week, ASGN was identified among three stocks reaching 12-month lows, with analysts projecting flat sales and declining earnings per share amid ongoing weak demand. This highlights operational challenges that have impacted investor sentiment, as expectations for a sales recovery remain limited in the near term. We’ll look at how recent weak demand and flat sales projections might alter ASGN’s investment narrative and future prospects. We've found 17 US stocks that are forecast to...
NasdaqGS:SWKS
NasdaqGS:SWKSSemiconductor

Skyworks Solutions (SWKS): Rethinking Valuation After Analyst Downgrades and Shifting Demand Signals

Skyworks Solutions (SWKS) shares came under extra scrutiny following a downgrade from Mizuho Securities. The firm pointed to weaker handset and auto demand, macroeconomic pressure, and China-related risks that are affecting the company’s outlook. See our latest analysis for Skyworks Solutions. After a rocky period for semiconductor stocks, Skyworks Solutions saw its share price dip early in the year and it is still working to regain momentum, with a 1-year total shareholder return of -17.3%...
NYSE:VEEV
NYSE:VEEVHealthcare Services

Will OpenEvidence Partnership and AI Platform Shift Veeva Systems' (VEEV) Digital Health Narrative?

OpenEvidence recently announced a long-term partnership with Veeva Systems to co-develop Open Vista, an artificial intelligence platform for clinical research and patient care, with the first offerings expected in 2026. This collaboration leverages OpenEvidence's physician-adopted AI tools and positions Veeva to further expand its presence in digital health innovation. We'll examine how leveraging AI to improve clinical trial access and drug discovery could impact Veeva's evolving investment...
NYSE:GM
NYSE:GMAuto

General Motors (GM): Examining Valuation After Recent Share Price Volatility and 2024 Gains

General Motors (GM) shares have moved lower in recent trading, drawing attention to how investors are weighing the company’s performance as the auto industry continues to shift. With the stock returning 9% in the past three months, market watchers are discussing whether recent changes represent a temporary pause or signal a broader trend. See our latest analysis for General Motors. GM’s momentum isn’t just about short-term bumps. Even after a recent slide, the company’s share price has...
NYSE:RRX
NYSE:RRXElectrical

Assessing Regal Rexnord’s Value After Recent Sector Consolidation Headlines and Price Recovery

If you have been eyeing Regal Rexnord and wondering, “What should I do next?” you are not alone. Investors are trying to navigate the waters after seeing the stock trade at $145.04 most recently, with a modest 1.3% gain over the past week and a 1.1% uptick for the past month. Still, Regal Rexnord’s longer-term chart tells a more mixed story: shares are down 5.4% year-to-date and off 13.7% from where they stood a year ago. Those who have held on for five years are sitting on a 69.1%...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

The Bull Case For BWX Technologies (BWXT) Could Change Following US$1.6 Billion DOE Nuclear Supply Win

BWX Technologies recently secured a US$1.6 billion Department of Energy contract to supply high-purity depleted uranium and is advancing micro nuclear reactor projects for defense and energy applications. This major federal contract highlights the company’s central role in US national security and the expanding market for innovative nuclear technology across military and commercial sectors. We'll examine how this new Department of Energy contract and focus on microreactors could alter BWX...