NasdaqGM:TNDM
NasdaqGM:TNDMMedical Equipment

Is Integration With FreeStyle Libre 3 Plus CGM Changing the Investment Case for Tandem Diabetes Care (TNDM)?

In October 2025, Tandem Diabetes Care announced that its t:slim X2 insulin pump with Control-IQ+ technology is now integrated with Abbott's FreeStyle Libre 3 Plus CGM sensor for U.S. users, marking the start of a global rollout. This integration introduces expanded device compatibility and allows both new and eligible current users to access the updated system via a remote software update at no additional cost. Next, we'll examine how this expanded CGM compatibility could reinforce Tandem...
NasdaqGS:MLKN
NasdaqGS:MLKNCommercial Services

How Investors May Respond To MillerKnoll (MLKN) Surpassing Peers With Industry-Leading Revenue Growth

MillerKnoll recently posted strong third-quarter results, with revenue climbing 10.9% year on year and surpassing analyst expectations by 4.9%, outpacing other office and commercial furniture peers. Despite this standout operational performance, the company achieved the largest analyst estimates beat and fastest revenue growth in its sector for the period. We'll examine how MillerKnoll's industry-leading revenue growth could shape its evolving investment narrative and future growth...
NasdaqGS:NTRS
NasdaqGS:NTRSCapital Markets

How Investors Are Reacting To Northern Trust (NTRS) Securing Key Role in Singapore’s S$5B Equity Market Initiative

Avanda Investment Management recently announced that it has expanded its fund services relationship with Northern Trust to support a mandate from the Monetary Authority of Singapore as part of the Equity Market Development Programme, a S$5 billion (approximately US$3.8 billion) initiative aimed at strengthening Singapore’s asset management ecosystem. This development highlights Northern Trust’s growing role in supporting international asset managers with advanced operations outsourcing, risk...
NYSE:SILA
NYSE:SILAHealth Care REITs

Sila Realty Trust (SILA): Earnings Growth of 54.5% Reinforces Bullish Margin Expansion Narratives

Sila Realty Trust (SILA) delivered another set of high quality earnings, with profitability expanding at an impressive 44.7% annually over the past five years and most recently recording earnings growth of 54.5%. Net profit margins have climbed to 20.9%, up from last year’s 13.6%. Revenue is forecast to grow at 9.6% per year, with earnings expected to rise 12.8% annually, even though both rates fall short of the broader US market. Trading below analyst estimates of fair value and with margins...
NasdaqGM:NAMS
NasdaqGM:NAMSBiotechs

NewAmsterdam Pharma (NAMS): Losses Worsen by 52% Annually as Revenue Forecasts Outpace Market

NewAmsterdam Pharma (NasdaqGM:NAMS) remains unprofitable, with net losses worsening at an average annual rate of 52% over the past five years. While the company is forecast to stay in the red for at least the next three years, revenue is expected to surge by 59.1% per year, outpacing the broader US market’s 10.5% annual growth. Despite its stock trading below the estimated fair value of $69.50, investors should note share dilution over the past year and ongoing profitability challenges even...
NYSE:CCI
NYSE:CCISpecialized REITs

The Bull Case For Crown Castle (CCI) Could Change Following Exit From Fiber and Small Cell Businesses

Earlier this week, Crown Castle announced it will shift focus to operating solely as a U.S. towers landlord, discontinuing its small cell and fiber businesses to reduce leverage, cut interest expenses, and improve cash flow conversion. This transition marks a departure from its broader communications infrastructure model, emphasizing measurable, tower-only growth aimed at boosting contractual escalators and recurring cash flows. Next, we’ll explore how Crown Castle’s exit from...
NYSE:OMC
NYSE:OMCMedia

Is Credera’s AWS Generative AI Distinction Shaping the Future of Omnicom Group’s (OMC) AI Strategy?

On November 5, 2025, Credera, an Omnicom company, announced it achieved the Amazon Web Services Generative AI Competency, reflecting deep expertise in delivering generative AI solutions and supporting digital transformation using AWS technologies. This distinction further establishes Credera’s role as Omnicom’s Amazon Center of Excellence and illustrates how Omnicom’s tech-focused subsidiaries are expanding advanced client capabilities at scale. We’ll explore how Credera’s new AWS Generative...
NasdaqGS:PCH
NasdaqGS:PCHSpecialized REITs

Does PotlatchDeltic’s Share Slide Signal Opportunity After Strong Real Estate News?

Wondering whether PotlatchDeltic offers good value right now? You are not alone, as investors often question how to weigh timberland assets and real estate against the current share price. After a solid start to the year, PotlatchDeltic’s share price is up just 0.9% year-to-date. However, it dipped by -2.9% over the past week and has slid -7.6% in the last month, highlighting some recent volatility. Recent news around continued strength in the real estate sector and the company’s strategic...
NYSE:FIS
NYSE:FISDiversified Financial

FIS Profit Margin Drops to 1.5% on $497 Million Loss, Challenging Bullish Narratives

Fidelity National Information Services (FIS) posted net profit margins of 1.5%, down from 5.5% a year ago, as results for the twelve months ending September 30, 2025, were weighed by a sizeable one-off loss of $497.0 million. While revenue is forecast to grow at 4.2% annually, trailing the broader US market’s expected 10.5% rate, FIS’s earnings are projected to surge at 31.5% per year. This is far ahead of the anticipated 16% annual growth for the US market, even after recent margin pressures...
NYSEAM:INTT
NYSEAM:INTTSemiconductor

inTEST (INTT) Discounted Sales Multiple Contrasts With Persistent Losses, Tempering Bullish Narratives

inTEST (INTT) remains in the red, not posting a positive net profit margin this period, but has managed to trim annual losses by 1.4% per year over the past five years. Revenue is forecasted to rise at a 6% annual rate, trailing the broader US market’s 10.5% pace. Analysts project the company will stay unprofitable over the next three years. The key backdrop for investors is that growth is moderate and profitability continues to lag. However, a discounted sales multiple could intrigue...
NYSE:C
NYSE:CBanks

Is Citigroup’s Three Year 150% Surge Backed by Real Value in 2025?

Thinking Citigroup might be a bargain or maybe getting ahead of itself? Let’s unpack what’s really driving its value story. After a strong run, Citigroup shares are up 2.6% this week, 45.4% year-to-date, and have soared 150.0% over three years, hinting at shifting market sentiment and emerging optimism. Investors have taken note following several strategic moves by the company, such as streamlining its global operations and ongoing cost-cutting initiatives. Recent headlines about corporate...
NYSE:AMP
NYSE:AMPCapital Markets

Ameriprise Financial (AMP): Assessing Valuation After Strong Q3 Earnings, Dividend Boost, and Buyback Update

Ameriprise Financial (AMP) just announced a strong third quarter, reporting higher sales, revenue, and net income compared to last year. The company also declared another quarterly dividend and provided an update on its share buyback progress. See our latest analysis for Ameriprise Financial. After Ameriprise Financial’s robust earnings, the latest quarterly dividend and acceleration in buybacks have put a spotlight on its commitment to rewarding shareholders. While the share price has...
NYSE:CPA
NYSE:CPAAirlines

Assessing Copa Holdings (NYSE:CPA) Valuation After Strong Recent Share Price Gains

Copa Holdings (NYSE:CPA) has been catching the attention of investors lately, especially with its stock gaining close to 5% over the past month. The company’s recent momentum makes it a name to watch for those following the airline sector. See our latest analysis for Copa Holdings. Copa Holdings’ recent run is part of a much larger upswing, with its share price up nearly 49% year-to-date and the latest momentum only adding fuel. Over the past year, shareholders have enjoyed a total return of...
NasdaqGS:INMD
NasdaqGS:INMDMedical Equipment

InMode (INMD) Profit Margin Surges to 44.5%, Reinforcing Bullish Narratives on Value and Growth

InMode (INMD) delivered net profit margins of 44.5%, up from last year’s 35.8%, while earnings for the year climbed 19.8%, outperforming its five-year annual average. The current share price sits at $14.53, significantly below the estimated fair value of $29.82, and the company’s Price-To-Earnings ratio of 5.1x stands well under industry and peer averages. With robust profitability, steady profit growth, and positive valuation signals, investors may find the current setup supportive, even...
NYSE:AHR
NYSE:AHRHealth Care REITs

American Healthcare REIT (AHR): Assessing Valuation After Analyst Upgrades and Senior Housing Growth Signals

American Healthcare REIT shares climbed to a new high after upbeat commentary on its growth in the senior housing sector and growing expectations that the company could move into profitability this year, as its real estate portfolio expands. See our latest analysis for American Healthcare REIT. Momentum is clearly building for American Healthcare REIT, with the stock posting a stellar year-to-date share price return of nearly 70% and an impressive 1-year total shareholder return of almost...
NYSE:BDX
NYSE:BDXMedical Equipment

Does the Recent 22% Drop Signal Opportunity in Becton Dickinson’s Share Price for 2025?

Wondering whether Becton Dickinson is offering a bargain or trading above its worth? You are not alone, and it pays to dig deeper into what drives its share price. The stock has seen turbulence lately, sliding 2.8% over the past week and losing 8.1% in the last month, with the year-to-date performance down a noteworthy 22.1%. Recently, shares reacted to closely watched sector updates, including ongoing debates over healthcare supply chain pressures and innovation in medical devices...
NYSE:DECK
NYSE:DECKLuxury

How Investors Are Reacting To Deckers Outdoor (DECK) Raising Guidance and Expanding Buybacks

Deckers Outdoor Corporation recently announced its second quarter and six-month results for 2025, reporting year-over-year increases in sales and net income, alongside raised full-year earnings guidance and an update on its ongoing share repurchase program. The company’s expanded buyback activity and stronger earnings performance highlight management's emphasis on shareholder returns and operational execution. Now, we’ll explore how Deckers Outdoor’s increased full-year guidance impacts the...
NasdaqGS:IONS
NasdaqGS:IONSBiotechs

How Investors Are Reacting To Ionis Pharmaceuticals (IONS) Raising Revenue Guidance and Narrowing Losses

Ionis Pharmaceuticals reported third-quarter 2025 results, with revenue rising to US$156.72 million and net loss narrowing to US$128.61 million compared to the prior year; the company also raised its full-year revenue guidance to a range of US$875 million to US$900 million, above previous expectations. Management signaled increased investment in commercial preparations for upcoming therapies, highlighting confidence in the company's late-stage pipeline and anticipated product launches next...
NasdaqGS:HAS
NasdaqGS:HASLeisure

Hasbro’s Valuation After New Partnership and 36% Share Price Run in 2025

Are you wondering whether Hasbro’s recent run-up means the stock is a hidden gem, or if there’s more to the story beneath the surface? After climbing 36.2% year-to-date, Hasbro’s share price has outpaced many of its peers, with a notable 26.2% gain over the past 12 months, even while seeing a modest dip of 1.4% this week. These price moves have coincided with the company making headlines for a new partnership deal that could broaden its entertainment reach, along with a sale of non-core...
NasdaqGS:APLD
NasdaqGS:APLDIT

AI Data Center Power Deal Could Be a Game Changer for Applied Digital (APLD)

Babcock & Wilcox recently announced an agreement with Applied Digital to design and build a US$1.5 billion, one-gigawatt power plant complex supporting Applied's AI data center expansion, with operations expected to begin in 2028. Securing such large-scale, long-term infrastructure partnerships signals Applied Digital's strengthening position as a major enabler of next-generation AI data center growth in North America. Now, we'll explore how this major infrastructure buildout and long-term...
NYSE:TOST
NYSE:TOSTDiversified Financial

Toast (TOST) Profitability Surges, Challenging Cautious Valuation Narratives with 40% Annual Earnings Growth

Toast (TOST) marked a major milestone over the last year as it transitioned to profitability, with earnings climbing at a remarkable 40.2% annual rate over the past five years. Net profit margins also improved, and forecasts now call for earnings to grow 26.4% per year, well ahead of the broader US market’s 15.8% pace. With revenue expected to increase 14.8% annually, Toast looks set for significant near-term profit growth. However, its lofty 101.6x price-to-earnings ratio could raise...
NYSE:COMP
NYSE:COMPReal Estate

Compass (COMP): Examining Valuation After Recent 15% Share Price Climb

Compass (COMP) shares have seen a steady climb over the past month, with the stock up about 15%. Investors are paying close attention to where the market is valuing this real estate platform given its recent performance. See our latest analysis for Compass. Compass's 15% one-month share price return continues a year-to-date climb of over 51%, with total shareholder return for the past three years soaring well past 375%. The recent momentum signals growing optimism around Compass’s growth...
NYSE:GOLF
NYSE:GOLFLeisure

Acushnet’s (GOLF) Quarterly Profit Dip and Strong Sales Might Change the Case for Investing

Acushnet Holdings Corp. recently announced third-quarter 2025 earnings, reporting sales of US$657.66 million, up from US$620.5 million last year, while net income decreased to US$48.51 million from US$56.22 million over the same period. An insightful detail is that despite the quarterly profit dip, the company achieved higher nine-month sales and net income compared to the prior year, highlighting year-to-date operational resilience. We'll explore how Acushnet's higher year-to-date sales,...
NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

A Look at Moderna (MRNA) Valuation After Key Oncology Trial Milestone and Recent Setbacks

Moderna (MRNA) drew attention after announcing it had dosed the first patient in a Phase 1/2 trial of mRNA-2808, its experimental T-cell engager for relapsed or refractory multiple myeloma. This development comes as investors weigh the company’s evolving strategy amid recent revenue declines and a late-stage vaccine setback. See our latest analysis for Moderna. Despite the buzz around its latest oncology milestone, Moderna’s short-term momentum has faded as headwinds from a failed late-stage...