NasdaqCM:NEXT
NasdaqCM:NEXTOil and Gas

Is NextDecade's (NEXT) Widening Year-to-Date Loss Shaping Its Long-Term Growth Narrative?

NextDecade Corporation recently reported third quarter 2025 results, showing a US$109.48 million net loss for the quarter, which narrowed from the previous year, while the nine-month net loss widened to US$252.12 million compared to 2024. The company’s quarterly basic loss per share improved year-over-year, but the year-to-date figure nearly doubled, highlighting evolving cost pressures or project ramp-ups. We’ll explore how the mixed earnings update, especially the growing nine-month...
NYSE:PNC
NYSE:PNCBanks

Is There Real Value in PNC After Recent Capital Management Updates?

Wondering whether PNC Financial Services Group's stock is a bargain, overhyped, or something in between? Let's cut through the noise with a closer look at what really drives its value. Shares have moved up 1.7% in the last week, although the stock is still down 5.9% over the past month and trails its year-ago level by 6.8%. Recent headlines have put the spotlight on U.S. banks as interest rate pressures and regulatory changes ripple through the sector. PNC, in particular, has drawn interest...
NYSE:CVS
NYSE:CVSHealthcare

How Investors Are Reacting To CVS (CVS) Raising Adjusted Outlook Despite Large Goodwill Impairment

On October 29, 2025, CVS Health reported third quarter results showing US$33.72 billion in sales and a net loss of US$3.98 billion, as well as a substantial goodwill impairment charge of US$5.73 billion and revised its full-year GAAP earnings guidance downward. Despite recent impairment charges and layoffs, management highlighted strong performance in its insurance and pharmacy segments and raised its full-year adjusted EPS guidance, reflecting continued momentum in core operations. We will...
NasdaqGS:FITB
NasdaqGS:FITBBanks

The Bull Case For Fifth Third Bancorp (FITB) Could Change Following Strong Q3 Earnings Beat and Revenue Growth

Fifth Third Bancorp recently reported strong third quarter results, with net interest income up 7% year-over-year and non-interest income rising 10%, surpassing analyst estimates for both revenue and adjusted earnings per share. This performance highlights the company's effective expense management and balanced revenue streams, capturing analyst attention and reinforcing the bank's resilience in a changing economic environment. We'll explore how Fifth Third Bancorp's consistent earnings...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

Does PayPal's Recent Partnerships Signal an Opportunity for Investors in 2025?

Wondering if PayPal Holdings is trading at a bargain or if there's more volatility on the horizon? You're not alone. Knowing whether a stock is undervalued or overpriced can be a game changer for your portfolio. Shares have had a rough go recently, slipping 2.3% over the past week and down 21.0% year-to-date, hinting at shifting market sentiment and possible changes in growth or risk factors. Recent headlines have centered around PayPal’s continued push into digital payments...
NYSE:CTS
NYSE:CTSElectronic

CTS (CTS): Assessing Fair Value After Recent 12% Share Price Gain

CTS (CTS) shares have climbed nearly 12% over the past 3 months, drawing attention among investors seeking stable returns in the tech sector. The company has also posted annual growth in both revenue and net income, which suggests a consistent upward trajectory. See our latest analysis for CTS. CTS shares bounced 3.1% higher in the last day and have now logged a 12% share price gain over the past three months. However, the stock’s total return over the past twelve months remains down 26%,...
NYSE:ZETA
NYSE:ZETASoftware

Zeta Global (ZETA) Revenue Growth Outpaces Market, Narrowing Losses Challenge Volatility Concerns

Zeta Global Holdings (ZETA) is forecasting revenue growth at an annual rate of 15.5%, outpacing the broader US market's 10.4% forecast. Despite remaining unprofitable and confirming ongoing negative margins, the company has trimmed its losses by 13% annually over the past five years, giving investors some optimism as shares hold steady near $19.94. See our full analysis for Zeta Global Holdings. Next, we will compare these headline statistics with the most widely discussed narratives about...
NasdaqGS:CLOV
NasdaqGS:CLOVHealthcare

Clover Health (CLOV) Price-to-Sales Discount Challenges Skeptics as Profitability Forecast Strengthens

Clover Health Investments (CLOV) is currently unprofitable, but the company has managed to cut its losses by 25.5% per year over the past five years. Revenue is forecast to grow at 14.9% per year, outpacing the broader US market’s 10.4% growth rate. Meanwhile, earnings are expected to surge at an impressive 77.48% per year, with profitability anticipated within three years. While the share price has experienced volatility in recent months, investors are weighing the mix of swift growth and...
NYSE:EL
NYSE:ELPersonal Products

Estée Lauder (EL): Assessing Valuation Following $1B Equity Raise and Improved Quarterly Earnings

Estée Lauder Companies has completed a major follow-on equity offering and raised just over $1 billion in new capital. This move comes as the company posted improved quarterly earnings and reaffirmed its quarterly dividend, signaling operational momentum. See our latest analysis for Estée Lauder Companies. Momentum for Estée Lauder Companies has clearly picked up in recent months, with improved earnings, a new partnership with Shopify, and the successful equity raise all adding to a sense of...
NYSE:ASH
NYSE:ASHChemicals

Ashland (ASH): Dividend Risk Takes Center Stage as Value Case Draws Investor Focus

Ashland (ASH) remains unprofitable, but over the last five years it has managed to cut its losses at an annual rate of 4.8%. Revenue is forecast to grow at 3.3% per year, trailing the broader US market’s estimated 10.5% growth. With the stock trading at $50.74, below at least one fair value estimate of $93.63, investors are focusing on valuation and the company’s efforts to narrow losses amid a slower top-line outlook and potential risks to its dividend profile. See our full analysis for...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Is Costco Stock Still a Bargain After Ongoing Store Expansions and Market Gains?

Wondering if Costco Wholesale is still a great buy or if the growth has already been priced in? You’re in the right place for a clear view on whether shares offer value right now. Costco stock has shown steady momentum lately, rising 2.5% over the last week and 4.5% in the past year. This is a sign the market is paying attention, but not overheating. Recent headlines shine a light on Costco’s ongoing store expansions and efforts to evolve its product offerings. Markets often interpret these...
NYSE:NVT
NYSE:NVTElectrical

Has nVent Priced In Its Growth After Recent Acquisition Activity and a 64% Share Rally?

Ever wondered if nVent Electric is a hidden gem or if its share price has already priced in all the good news? Let’s dig into the value behind the ticker to see what the numbers really say. nVent Electric’s stock has been on a tear lately, gaining 5.9% in the past week, 14.8% over the last month, and an impressive 64.3% so far this year. Driving some of these notable results, investors have taken notice as nVent continues to secure significant wins in electrification and energy transition...
NYSE:VRTS
NYSE:VRTSCapital Markets

Virtus Investment Partners (VRTS): Evaluating Valuation Following Mixed Third Quarter Earnings Results

Virtus Investment Partners (VRTS) just posted third quarter earnings showing declines in both revenue and profit compared to last year, but the story for the full year so far looks a bit more upbeat for investors. See our latest analysis for Virtus Investment Partners. Virtus Investment Partners’ third quarter update landed as the share price continued to drift lower, with a 1-month return of -15.67% adding to a year-to-date decline of -25.95%. Over the past year, total shareholder return...
NYSE:AXTA
NYSE:AXTAChemicals

Will Axalta’s (AXTA) Boosted Profits and Buybacks Redefine Its Capital Allocation Strategy?

Axalta Coating Systems recently reported third quarter 2025 results, delivering net income of US$110 million on sales of US$1.29 billion, both reflecting year-over-year changes, while also completing a significant share buyback program and issuing updated financial guidance for the year. The combined updates signal enhanced profitability and capital returns, with Axalta now forecasting full-year net sales to exceed US$5.1 billion and demonstrating disciplined use of capital through ongoing...
NasdaqGS:PAGP
NasdaqGS:PAGPOil and Gas

Earnings Miss and Portfolio Shift Could Be a Game Changer for Plains GP Holdings (PAGP)

Plains GP Holdings recently reported third-quarter 2025 results, revealing a year-over-year revenue decline to US$11.58 billion and net income rising to US$83 million, while also finalizing the acquisition of EPIC Crude Holdings and announcing plans to divest its Canadian natural gas liquids business. This combination of earnings underperformance relative to analyst expectations and a sharpened focus on core crude oil midstream operations marks a significant repositioning of the company’s...
NYSE:ICE
NYSE:ICECapital Markets

Examining Intercontinental Exchange’s Valuation After Record Q3 Results and New AI-Driven Initiatives

Intercontinental Exchange (ICE) has just reported record third-quarter results, supported by expansion in mortgage technology, data services, and new AI initiatives through its ICE Aurora platform. The company also reinforced its growth with a higher dividend and share repurchases. See our latest analysis for Intercontinental Exchange. Despite a tough few months for financial stocks, Intercontinental Exchange’s momentum has not gone unnoticed. After a 22% drop in share price over the past...
NYSE:BVN
NYSE:BVNMetals and Mining

Will Higher Revenue but Lower Profit in Q3 Reshape Buenaventura's (BVN) Investment Narrative?

Compañía de Minas Buenaventura S.A.A. reported its third quarter 2025 results on October 30, showing quarterly revenue of US$431.04 million and net income of US$167.15 million. While revenue increased year-over-year, the company experienced a decrease in quarterly net income and earnings per share compared to the same period in 2024. We'll explore how this combination of higher revenue but lower net income impacts Buenaventura's investment narrative and future outlook. Outshine the giants:...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

Is It Too Late to Consider NVIDIA After Shares Jumped 41% in 2025?

Wondering whether NVIDIA's meteoric rise means it's still a good value, or if the price has already sprinted ahead of its fundamentals? Let’s dig into what’s really driving the story so you can make a smarter call. Over the past five years, NVIDIA’s stock has soared an incredible 1355.1%, jumping 41.1% so far this year despite occasional pullbacks such as this week’s 3.8% dip. Fueling this momentum, NVIDIA continues to make headlines for its leadership in graphics processing and AI hardware,...
NYSE:NNN
NYSE:NNNRetail REITs

NNN REIT (NNN): Assessing Valuation After Quarterly Earnings and Updated 2025 Guidance

NNN REIT (NNN) reported its third-quarter earnings, revealing higher revenue compared to last year, but with a modest decline in net income. The company also lowered its 2025 earnings guidance, which could shape investor expectations going forward. See our latest analysis for NNN REIT. After NNN REIT’s updated earnings outlook and revenue growth, the stock’s recent momentum has eased off a bit, with a 30-day share price return of -6.1%. However, looking longer term, total shareholder returns...
NasdaqGS:SLAB
NasdaqGS:SLABSemiconductor

How Improved Results and US Chip Manufacturing Shift the Investment Narrative at Silicon Labs (SLAB)

Silicon Laboratories recently reported third-quarter 2025 earnings, showing a year-over-year increase in sales to US$206 million and narrowing its net loss, while also issuing fourth-quarter revenue guidance of US$200 million to US$215 million and sharing updated projections for GAAP diluted earnings (loss) per share between US$0.08 and US$0.22 loss. Additionally, Silicon Labs and GlobalFoundries announced an expanded partnership to manufacture next-generation wireless system-on-chips using...
NasdaqGS:TECH
NasdaqGS:TECHLife Sciences

Bio-Techne (TECH) Margin Collapse Reinforces Profitability Concerns Despite Forecasted 12.5% Annual Earnings Growth

Bio-Techne (TECH) reported net profit margins shrinking to 6% due to a significant one-off loss of $164.1 million. This is down from 14.5% a year ago. Over the past five years, the company’s earnings have declined by 6.8% per year, while revenue is forecast to grow 8.1% annually and earnings are expected to rise 12.49% per year. Investors are weighing these weaker profitability metrics and high valuation multiples against expectations for modest growth and a share price currently trading...
NasdaqGS:TARS
NasdaqGS:TARSPharmaceuticals

Tarsus Pharmaceuticals (TARS): Losses Deepen 39.9% Annually, Bullish Growth Narrative Faces Profitability Test

Tarsus Pharmaceuticals (TARS) remains unprofitable, with annual losses having deepened at a rate of 39.9% per year over the past five years and no improvement in net profit margins in the latest period. Looking forward, revenue is forecast to grow 20.8% per year, outpacing the broader US market’s 10.5% growth. Earnings are projected to surge 115.27% annually, positioning the company for a potential move to profitability within the next three years. Investors watching Tarsus are weighing these...
NasdaqGS:ONC
NasdaqGS:ONCBiotechs

How Global Oncology Innovation Recognition at BeOne Medicines (ONC) Has Changed Its Investment Story

BeOne Medicines was recently honored with the Global Oncology Innovation Leadership Award at BIOHK 2025, recognizing its significant advancements in global oncology research and the delivery of transformative cancer therapies in Hong Kong. This award draws attention to BeOne's strong portfolio of novel cancer treatments and its broad pipeline of over 40 late-stage or registration-potential clinical trials, establishing its leadership position in oncology innovation. Let's explore how this...
NYSE:BHE
NYSE:BHEElectronic

Benchmark Electronics (BHE): Margin Decline Challenges Bullish Narratives Despite Premium Valuation

Benchmark Electronics (BHE) reported a net profit margin of 1.5%, marking a decline from 2.5% last year, and posted negative earnings growth for the latest period despite a five-year average annual earnings growth of 21.8%. Revenue growth is forecast at 4.9% annually, lagging the broader US market’s expected 10.5%. The company’s Price-To-Earnings ratio of 43.7x and share price of $46.70 both signal a hefty premium over peers. With margins coming under pressure and current growth trends weaker...