NYSE:GE
NYSE:GEAerospace & Defense

Will GE Aerospace's Addition of Wesley Bush to the Board Strengthen General Electric's (GE) Execution Narrative?

GE Aerospace announced that Wesley G. Bush, former Chairman and CEO of Northrop Grumman, will join its Board of Directors effective December 1, bringing nearly 40 years of aerospace leadership experience to the Audit Committee, as Steve Angel prepares to depart in December 2025 after three years of service. Bush's addition further strengthens GE Aerospace’s governance as it continues to build momentum following analyst recognition of strong order growth and ongoing demand in both commercial...
NYSE:ALLY
NYSE:ALLYConsumer Finance

How the New Auto Loan Delinquencies Surge Impacts Ally Financial's Current Stock Value

Thinking about what to do with Ally Financial stock? You’re definitely not alone. With the share price closing at $39.70, it’s caught the attention of plenty of investors who wonder if now is the time to buy, hold, or move on. Over just the past week, the stock has nudged up by 1.6%, but zoom out and that picture gets a little more complicated. There’s been a drop of 7.8% over the past month, yet the longer-term numbers tell a different story: up 11% year-to-date, 14.2% over the last year,...
NYSE:NEU
NYSE:NEUChemicals

Is NewMarket's (NEU) Surging Earnings Growth Reflecting True Strength or Investor Skepticism?

NewMarket recently reported a firm rise in earnings, with earnings per share climbing by 18% over the past year and a very large 173% increase in EPS over three years. Despite this strong multi-year earnings growth, the company's price-to-earnings ratio remains relatively low, suggesting that investors may be cautious about the sustainability of these gains. We'll explore how NewMarket's rapid earnings growth shapes its current investment narrative amid a still-muted valuation. The best AI...
NasdaqGS:EWBC
NasdaqGS:EWBCBanks

Will East West Bancorp’s (EWBC) New Digital Payments Partnership Signal a Shift in Its Growth Strategy?

Worldpay recently announced a partnership with East West Bank to expand payment solutions, offering the bank's commercial and business customers access to a suite of payment tools spanning in-store, online, and omnichannel environments. This collaboration stands out as it enables East West Bank's clients to leverage advanced digital payment technologies, supporting operational efficiency and business growth in a rapidly evolving digital economy. We'll examine how this enhanced digital...
NYSE:FNF
NYSE:FNFInsurance

Rising Expenses and Flat Premiums Might Change the Case for Investing in Fidelity National Financial (FNF)

In recent news, Fidelity National Financial reported stagnant net premiums earned over the past five years and rising expenses as a percentage of revenue, leading to a decline in pre-tax profit margins. This trend highlights ongoing profitability concerns for the company as cost pressures continue despite a flat top-line performance. We’ll explore how rising operating expenses may reshape Fidelity National Financial’s investment narrative and future outlook. AI is about to change...
NYSE:BE
NYSE:BEElectrical

Should Investors Reassess Bloom Energy After a 1,019% Stock Surge and Renewable Policy Momentum?

If you have been watching Bloom Energy lately, you are not alone. The company has been on an absolute tear. Over just the last week, shares have jumped 33.1%. Zoom out to one month, and the stock is up a staggering 73.9%. If you really want to be impressed, check out the year-to-date return: 398.8%. For longer-term holders, Bloom Energy has soared 610.9% in the last five years, with a jaw-dropping 1,019.9% return over the past year alone. That kind of growth gets attention, and whether you...
NasdaqGS:IEP
NasdaqGS:IEPIndustrials

What Icahn Enterprises (IEP)'s Quarterly Revenue Shortfall Versus Expectations Means For Shareholders

Icahn Enterprises recently reported quarterly revenues that grew by 5.3% year on year but missed analyst expectations for both revenue and earnings per share. While revenue growth was recorded, the shortfall relative to consensus estimates led to renewed questions about the company's ability to meet market performance expectations. We’ll examine how Icahn Enterprises’ revenue miss versus expectations shapes discussions around future execution and investment narrative. Find companies with...
NasdaqGS:WMG
NasdaqGS:WMGEntertainment

Warner Music Group (WMG): Assessing Valuation After Analyst Upgrades, European Moves, and Spotify AI Collaboration

Warner Music Group (WMG) is in the spotlight after a wave of analyst upgrades and a fresh collaboration with Spotify on AI-powered music products. Recent moves also include streamlined operations in Europe, with the goal of long-term growth. See our latest analysis for Warner Music Group. Despite modest short-term share price shifts, Warner Music’s year-to-date gains and a 3.99% total return over the past year suggest sentiment is turning more upbeat as the company invests in AI innovation...
NasdaqGS:GIII
NasdaqGS:GIIILuxury

How BTIG's Coverage and Industry Visibility Signal a Turning Point in G-III Apparel Group (GIII)

Earlier this month, G-III Apparel Group presented at the Global Consumer & Retail Conference in New York, while BTIG initiated coverage on the company, highlighting its strong progress in ongoing transformation efforts. This combination of industry exposure and positive analyst outlook underscores renewed attention on G-III’s efforts to reshape its brand portfolio and drive operational improvements despite sector challenges. We’ll explore how BTIG’s favorable analyst coverage and recognition...
NYSE:DIS
NYSE:DISEntertainment

What Does Disney’s CEO Succession Mean for the Stock in 2025?

Trying to figure out what to do with Walt Disney stock right now? You are definitely not alone. Disney is a company that seems to always be in the headlines, whether it is for blockbuster hits, big leadership decisions, or moves in the ever-changing streaming and entertainment landscape. However, when it comes to making a smart investment decision, there is a lot more to the story than the latest news cycle. Let us take a look at recent stock performance: over the past year, Disney’s shares...
NasdaqGS:GSHD
NasdaqGS:GSHDInsurance

Goosehead Insurance (GSHD): Assessing Valuation Following a Recent Share Price Decline

Goosehead Insurance (GSHD) has caught investor attention lately as its share price has trended lower, dropping 15% over the past month. This shift comes even as the company continues to report growth in both annual revenue and net income. See our latest analysis for Goosehead Insurance. This recent pullback continues a downward trend for Goosehead Insurance, with a 30-day share price return of -15.4 percent and year-to-date losses deepening to nearly -36 percent. Despite the tough stretch for...
NYSE:NSC
NYSE:NSCTransportation

Norfolk Southern (NSC): Assessing Valuation Following a 23% Year-to-Date Rally

Norfolk Southern (NSC) has recently delivered a solid month in the stock market, gaining 5% as investors took note of its consistent revenue and net income growth. The company’s year-to-date performance, up 23%, has caught attention. See our latest analysis for Norfolk Southern. Norfolk Southern’s share price has gained real traction this year, climbing over 23% year-to-date. Its latest uptick suggests renewed investor confidence amid steady business momentum. The stock’s three-year total...
NYSE:RCUS
NYSE:RCUSBiotechs

Arcus Biosciences (RCUS) Is Up 11.5% After Strong Phase 2 Gastric Cancer Survival Results

Arcus Biosciences recently announced the first overall survival results from Arm A1 of its Phase 2 EDGE-Gastric study, showing a median overall survival of 26.7 months for patients with advanced gastric, gastroesophageal junction, or esophageal adenocarcinoma treated with domvanalimab plus zimberelimab and chemotherapy. The positive results, observed across all PD-L1 subgroups and with a safety profile consistent with other anti-PD-1 combinations, support ongoing Phase 3 development and...
NasdaqGS:CLNE
NasdaqGS:CLNEOil and Gas

Could Clean Energy Fuels’ (CLNE) New Hydrogen Bet Redefine Its Low-Carbon Growth Story?

Clean Energy Fuels Corp. recently announced it will construct a US$11.3 million hydrogen fueling station for Foothill Transportation and has begun building three renewable natural gas production plants expected to yield three million gallons of RNG per year from 2026. This expansion, supported in part by federal grants, underlines the company's approach to scaling clean fuel infrastructure and diversifying its low-carbon energy portfolio. We'll now explore how this renewed investment in...
NYSE:DKS
NYSE:DKSSpecialty Retail

Is There an Opportunity in DICK'S Sporting Goods After Latest Earnings Beat in 2025?

If you are weighing what to do with your DICK'S Sporting Goods shares, you are not alone. The stock has become a talking point among both retail and professional investors. With its last close at $234.20, DICK'S has steadily posted gains, climbing 3.1% over the past week and adding 3.6% in the last month. This year, it is up 3.2%, and when you zoom out to the long term, the story gets more impressive: 12.7% higher over the past year, 130.8% in the last three years, and a massive 352.3% jump...
NYSE:YUM
NYSE:YUMHospitality

Is Yum! Brands Fairly Priced After Its 10% Stock Climb and Mixed Valuation Signals?

Trying to decide if Yum! Brands deserves a place in your portfolio right now? You are not alone. With a diverse range of fast-food giants under its umbrella, Yum! has long attracted investors looking for steady returns, but recent market swings have many pausing to reassess. Over the past year, the company’s stock price has climbed 10.5%, with a year-to-date gain of 8.2%. These are respectable figures in a turbulent market. However, the last seven days saw a slip of 1.0%, and the past month...
NasdaqGS:TEAM
NasdaqGS:TEAMSoftware

Atlassian (TEAM): Gauging Valuation Following Bold AI-Focused Acquisitions and Business Model Shifts

Atlassian (TEAM) recently made headlines with its acquisition of engineering intelligence company DX, along with The Browser Co. These acquisitions are both aimed at boosting its artificial intelligence capabilities. These strategic moves have sparked responses from both analysts and investors. See our latest analysis for Atlassian. Despite Atlassian’s headline-making AI acquisitions, the momentum hasn’t translated to the stock lately. Shares have dropped 38% year-to-date, and the past year’s...
NYSE:NIQ
NYSE:NIQMedia

A Closer Look at NIQ Global Intelligence (NIQ) Valuation as Share Price Slides 26.9% Year-to-Date

NIQ Global Intelligence (NIQ) has been on investors’ radars lately as its stock continued to slide over the past month, with shares down 24%. The company’s recent trend raises questions about what might be driving this move and how its fundamentals compare to industry peers. See our latest analysis for NIQ Global Intelligence. NIQ Global Intelligence’s share price return is now down 26.9% year-to-date, and the momentum has clearly faded in recent weeks, with the latest close at $13.9. The...
NasdaqGM:APPN
NasdaqGM:APPNSoftware

How Does the Latest Appian Court Win Impact Its 2025 Stock Outlook?

If you’re weighing whether to buy, hold, or walk away from Appian stock, you’re not alone in trying to crack the code. After all, Appian’s journey hasn’t exactly been a smooth ride. Recent months show a slide of -6.3% in the last week, -10.1% over the past month and -16.6% year to date. Zoom out a bit more and the one-year return puts the stock down -11.0%, while the longer view is even more dramatic: Appian is off by over -65% from its five-year highs. Those numbers might make some flinch,...
NYSE:BRC
NYSE:BRCCommercial Services

Brady (BRC): Assessing Valuation After Strong 2026 Outlook, Buybacks, and Growth Initiatives

Brady (BRC) drew attention after Heartland Value Plus Fund highlighted its steady share buybacks, rising dividends, and focused acquisitions. Management recently lifted its outlook for 2026, with an emphasis on growth in Aerospace and Data Center markets. See our latest analysis for Brady. Brady’s momentum has been solid, with the share price up more than 8% over the last three months as investors warmed to the company’s strong 2026 outlook and ongoing buybacks. Over the past five years,...
NasdaqGS:ZBIO
NasdaqGS:ZBIOBiotechs

The Bull Case For Zenas BioPharma (ZBIO) Could Change Following Major Capital Raise and Transformational Deal

In early October 2025, Zenas BioPharma announced a series of capital-raising activities including the filing of a US$200 million at-the-market follow-on equity offering, a shelf registration covering multiple types of securities, and the completion of a US$119.99 million private placement with significant institutional and insider participation, alongside hosting a special call to discuss a transformational license agreement and business strategy update. The rapid succession of these...
NYSE:GATX
NYSE:GATXTrade Distributors

Can GATX’s (GATX) Earnings Volatility Undermine the Impact of Its Upbeat Revenue Guidance?

GATX recently reported quarterly revenues of US$430.5 million, reflecting an 11.3% increase year over year and surpassing analyst forecasts, with management also raising full-year EPS guidance slightly above expectations. While the results included a top-line beat, the quarter was mixed due to a significant miss on EBITDA estimates, highlighting ongoing earnings volatility in the business. We’ll look at how the revenue beat and revised EPS guidance influence GATX’s investment narrative and...
NYSE:VLO
NYSE:VLOOil and Gas

Valero Energy (VLO): Evaluating Valuation After Strong 3-Month Share Price Performance

Valero Energy (VLO) shares have pulled back slightly over the past week, but the stock remains up more than 11% in the past 3 months and over 22% in the past year. This performance has caught investors' attention, especially as the company continues to generate substantial net income growth. See our latest analysis for Valero Energy. While Valero Energy’s share price dipped fractionally in the past week, it has maintained strong momentum, reflecting renewed optimism about future earnings and...
NYSE:BKV
NYSE:BKVOil and Gas

Will BKV's (BKV) New Shelf Registration Redefine Its Capital Flexibility Amid Market Headwinds?

Earlier in October 2025, BKV Corporation filed a shelf registration to offer up to US$1 billion in mixed securities and register 63.88 million shares for sale by a selling stockholder, amid broader market turbulence and declining natural gas prices. This combination of capital-raising activity and market pressures has introduced new variables into the company's operational and financial outlook. With the launch of the shelf registration, we'll explore how potential equity offerings and...