NasdaqGS:ZM
NasdaqGS:ZMSoftware

Zoom (ZM) Valuation: Fresh Highs in Revenue and AI Growth Renew Investor Interest

Zoom Communications (ZM) has just delivered a quarter that has investors paying close attention. The company posted its sharpest revenue growth in nearly three years, topping both earnings and revenue estimates, and raised its full-year guidance. This surge comes as a result of accelerated adoption of its AI-driven product suite, with features like Virtual Agent 2.0 and AI Companion now playing a bigger role in driving enterprise demand. Notably, Zoom has also continued its share buyback...
NYSE:OII
NYSE:OIIEnergy Services

Oceaneering International’s Valuation: Fresh Perspective After Major $86 Million U.S. Navy Submarine Contract

If you’re following Oceaneering International (NYSE:OII), this latest contract award from the U.S. Navy is likely sparking some questions about where the stock could go next. The company’s Marine Services Division just landed a deal, potentially worth up to $86 million, to support vital submarine repairs over as many as five years. While Oceaneering has been a fixture in this space for eight years running, this fresh win really cements its reputation as a trusted Navy partner and may reaffirm...
NYSE:PSX
NYSE:PSXOil and Gas

Phillips 66 (PSX): Assessing Valuation as Wood River Refinery Issues Meet Renewable Fuel Momentum

If you own or are eyeing shares of Phillips 66, the recent chatter around its Wood River refinery in Illinois might have caught your attention. Reports of issues with the refinery’s crude unit have investors weighing the risks of potential supply disruptions against the broader story playing out for the company. With transportation fuels at the heart of PSX’s business, any operational setback here understandably sparks questions about near-term earnings and longer-term momentum. There is an...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

Marvell Technology (MRVL): Assessing Valuation After Winning Microsoft Azure Cloud HSM Deal

Marvell Technology (MRVL) just landed a high-profile win that is sure to turn heads among investors. The company announced that Microsoft has selected its LiquidSecurity hardware security modules (HSMs) to power Azure Cloud HSM. This is more than just another client. They were already involved with Microsoft’s Key Vault services, but this latest collaboration expands Marvell’s reach further into Microsoft’s backbone for cloud security. With cloud-based hardware security on the rise, this move...
NYSE:AZZ
NYSE:AZZBuilding

Zacks Value Upgrade Might Change the Case for Investing in AZZ (AZZ)

AZZ recently received a favorable analyst assessment from Zacks, being designated as a strong value stock with a Buy rating and an A grade in the Value category. This recognition highlights AZZ's potential undervaluation relative to industry peers, based on attractive valuation metrics and a positive earnings outlook. We’ll explore how this upgraded value rating may strengthen AZZ’s investment case, given recent analyst attention and ongoing growth initiatives. AI is about to change...
NYSE:NJR
NYSE:NJRGas Utilities

New Senior Note Sale Could Be a Game Changer for New Jersey Resources (NJR)

On August 21, 2025, New Jersey Resources announced it had sold US$200 million in senior notes to institutional investors, with proceeds earmarked for general corporate purposes, including debt refinancing and capital expenditures. This move provides the company with additional liquidity and indicates a focus on maintaining operational flexibility by proactively managing its balance sheet. We'll now explore how this recent senior note issuance could influence New Jersey Resources' ability to...
NYSE:JNJ
NYSE:JNJPharmaceuticals

What Could Pharma Tariff Talks Mean for Johnson & Johnson Shares After 17% Rally?

Thinking about what to do with your Johnson & Johnson shares or considering a fresh entry? You are not alone. With its brand strength and decades-long reputation, JNJ remains in the headlines and in investors’ portfolios. However, recent months have added a new twist to the story and made the question of what it is really worth more interesting than ever. Let us discuss those stock price movements. Over the past 90 days, JNJ has climbed nearly 17%, and over the last month, it has added around...
NasdaqGS:PPBI
NasdaqGS:PPBIBanks

Why Pacific Premier Bancorp (PPBI) Is Up 5.1% After Fed Signals Possible Interest Rate Cuts

At the recent Jackson Hole symposium, Federal Reserve Chair Jerome Powell indicated moderating inflation and steady unemployment could lead to a less restrictive monetary policy, including possible interest rate cuts. This policy shift relieved market concerns about prolonged high interest rates, sparking renewed investor optimism in the regional banking sector, including Pacific Premier Bancorp. We'll explore how expectations of potential rate cuts highlighted in Powell's remarks could...
NYSE:RPM
NYSE:RPMChemicals

Record Acquisitions and Global Expansion Might Change the Case for Investing in RPM International (RPM)

RPM International recently marked the completion of its MAP 2025 initiative, achieving expanded margins, improved working capital, and record operational performance, while executing its largest acquisition investments to date and opening new facilities in Belgium and Malaysia. These moves have further strengthened RPM’s global operational capabilities and set the stage for leveraging significant integration and innovation synergies across its expanded business portfolio. We'll explore how...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Palantir (PLTR): Evaluating the Stock’s Valuation After a Modest Share Price Move

Palantir Technologies (PLTR) has caught the eye of investors once again after its shares moved 1.6% higher at the close. While this shift is not tied to a specific event, the uptick may have some wondering if changing sentiment or technical factors are behind the latest action. For those deciding what to do with Palantir, curiosity is justified. Sometimes these moves hint at broader market expectations around the company’s long-term narrative. Zooming out, Palantir has posted meaningful...
NYSE:JBTM
NYSE:JBTMMachinery

Why JBT Marel (JBTM) Is Up 6.6% After Cutting Borrowing Costs With Loan Amendment and What’s Next

On August 20, 2025, JBT Marel Corporation executed an amendment to its Second Amended and Restated Credit Agreement, reducing the cost of its Term B Loans by removing a ten basis point credit spread adjustment and lowering the loan margin linked to leverage ratios. This adjustment is significant as it decreases expected interest expense, potentially enhancing the company's financial flexibility and operational efficiency going forward. We'll explore how lowering debt costs through this...
NYSE:SSD
NYSE:SSDBuilding

Why Simpson Manufacturing (SSD) Is Up 5.4% After Beating Q2 Expectations With Strong North American Sales

Simpson Manufacturing recently reported stronger-than-expected second quarter 2025 results, driven by robust North American sales and successful price increases, leading to improved analyst sentiment and upward earnings estimate revisions. This performance has set the company apart from its construction sector peers and reinforced confidence in its operational execution and market positioning. We'll examine how Simpson Manufacturing's outperformance in North America and effective pricing...
NasdaqGS:KTOS
NasdaqGS:KTOSAerospace & Defense

Has Kratos Stock Run Too Far After Its 193% Rally in 2024?

If you have been tracking Kratos Defense & Security Solutions lately, you are probably asking yourself the same thing many investors are right now: is this stock truly worth its price, or is there an opportunity being overlooked? With its shares closing at $66.71 recently, Kratos has grabbed market attention after an undeniably impressive run. Just look at the numbers: up almost 153% year to date, and a staggering 193% gain over the last year. That’s more than what you see in most defense...
NYSE:TRGP
NYSE:TRGPOil and Gas

Assessing Targa Resources (TRGP) Valuation Following Strong Q2 Earnings and Expansion Plans

Targa Resources (TRGP) just turned heads with its latest second-quarter earnings report, posting a surge in revenue and more than double the net income compared to last year. Alongside these financials, the company also upped the confidence by reaffirming its full-year guidance and highlighting ambitious plans to boost LPG export capacity in the next couple of years. While news like this usually drives optimism, a recent uptick in insider selling adds a wrinkle that has investors watching...
NYSE:ATGE
NYSE:ATGEConsumer Services

Adtalem Global Education (ATGE): Assessing Valuation After Strong Earnings Beat and Enrollment Gains

Adtalem Global Education (NYSE:ATGE) just delivered quarterly results that cleared analyst expectations on both revenue and earnings. Results surprised on the upside by nearly 10% and 4%, respectively. The gains resulted from continued enrollment growth, tighter operational controls, and solid student outcomes. Management credits these results to focused execution. Even with higher expenses and lingering margin pressures in the Medical and Veterinary segment, investors appeared to see enough...
NYSE:FDX
NYSE:FDXLogistics

FedEx (FDX) Valuation in Focus Following Digital Leadership Hire and New Bond Exchange Offer

If you’re unsure about what to do with FedEx (FDX) right now, you’re not alone. The company recently rolled out a complex fixed-income exchange offer on a range of bonds with maturities well into the 2040s. At nearly the same time, FedEx also named a new chief digital and information officer, bringing in leadership with significant technology expertise. For investors, these two developments signal FedEx’s intent to modernize both its operations and its approach to managing the balance sheet...