NYSE:KNX
NYSE:KNXTransportation

Knight Swift Transportation Holdings Q4 Loss Tests Bullish Earnings Growth Narratives

Knight-Swift Transportation Holdings (KNX) FY 2025 Earnings Snapshot Knight-Swift Transportation Holdings (KNX) has just reported its FY 2025 numbers with fourth quarter revenue of US$1.9 billion, basic EPS of a US$0.04 loss and net income excluding extra items of a US$6.8 million loss, against a trailing twelve month picture of US$7.5 billion in revenue, basic EPS of US$0.41 and net income of US$65.9 million. Over the past few quarters, the company has seen revenue move in a tight range...
NYSE:MSGE
NYSE:MSGEEntertainment

A Look At Madison Square Garden Entertainment (MSGE) Valuation After Recent Share Price Momentum

Why Madison Square Garden Entertainment (MSGE) Is Back on Investor Radars Madison Square Garden Entertainment (MSGE) has drawn fresh attention after a period of strong share price momentum, with recent returns over the past month and past 3 months prompting closer scrutiny from investors. See our latest analysis for Madison Square Garden Entertainment. At a latest share price of $60.54, MSGE has seen a 12.6% 1 month share price return and a 32.3% 3 month share price return, while its 1 year...
NasdaqGS:IDCC
NasdaqGS:IDCCSoftware

Assessing InterDigital (IDCC) Valuation After 2026 Outlook And New LG Patent Agreement

What triggered the latest move in InterDigital stock? InterDigital (IDCC) shares reacted to the company’s 2026 financial outlook, which outlined revenue guidance of US$675 million to US$775 million and diluted EPS of US$5.77 to US$8.51, alongside a fresh patent deal with LG Electronics. See our latest analysis for InterDigital. Despite a 0.9% one-day share price decline to US$330.12 after the 2026 outlook and LG agreement, InterDigital still has a 1-year total shareholder return of about 91%...
NYSE:UNH
NYSE:UNHHealthcare

Is UnitedHealth Group (UNH) Starting To Look Attractive After A 31% One‑Year Share Price Fall

If you are wondering whether UnitedHealth Group's current share price truly reflects its underlying value, you are not alone. This article is built to help you break that question down calmly and clearly. The stock closed at US$354.47, with returns of 4.6% over the past 7 days, 9.1% over 30 days, 5.4% year to date, but a 31.4% decline over 1 year and a 24.0% decline over 3 years. These figures can change how investors view both risk and opportunity. Recent headlines around UnitedHealth Group...
NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Netflix’s US$83b Warner Bros. Bid Puts Valuation And Risks In Focus

Netflix has put forward an $83b all cash bid to acquire Warner Bros. Discovery, which has received unanimous approval from the Warner Bros. board. The deal intensifies Netflix's contest with Paramount as both seek scale at the top of global entertainment. Netflix plans to suspend share repurchases and its leadership is set to testify before the U.S. Senate about the proposed transaction. For investors watching NasdaqGS:NFLX, this move comes with the stock at $83.54 and recent pressure on...
NasdaqGS:BANR
NasdaqGS:BANRBanks

Banner (BANR) Net Interest Margin Strengthens Bullish Narratives In FY 2025 Results

Banner (BANR) has wrapped up FY 2025 with Q4 total revenue of US$165.2 million and basic EPS of US$1.50, while trailing twelve month revenue reached US$647.7 million and EPS came in at US$5.67. Over the past year, total revenue has moved from US$601.0 million to US$647.7 million on a trailing basis, with EPS advancing from US$4.90 to US$5.67, so the latest print lands on top of an already higher earnings run rate. With earnings growth, firmer net profit margins and a 3.96% net interest margin...
NasdaqCM:ESQ
NasdaqCM:ESQBanks

Esquire Financial Holdings (ESQ) Net Margin Strength Reinforces Bullish Narratives In FY 2025 Results

Esquire Financial Holdings (ESQ) has wrapped up FY 2025 with fourth quarter revenue of US$36.5 million and basic EPS of US$1.66, while trailing twelve month revenue came in at US$136.9 million with EPS of US$6.30. The company has seen revenue move from US$120.1 million on a trailing basis in late 2024 to US$136.9 million in the latest period, alongside EPS stepping up from US$5.58 to US$6.30, which may prompt investors to focus on how margins and profit quality support the current story. See...
NasdaqGM:VITL
NasdaqGM:VITLFood

How TD Cowen’s Greenwashing Pushback at Vital Farms (VITL) Has Changed Its Investment Story

Earlier this week, TD Cowen publicly defended Vital Farms against social media criticism and greenwashing allegations tied to its use of corn and soy feed, describing the claims as misleading and emphasizing the company’s ethical production practices. The episode highlighted how quickly online backlash can test a food brand’s credibility, and how a well-regarded analyst’s response can influence market confidence in its long-term positioning. With that backdrop, we’ll examine how TD Cowen’s...
NasdaqGS:WEN
NasdaqGS:WENHospitality

Is It Time To Revisit Wendy’s (WEN) After A 37% One-Year Share Price Decline

If you are wondering whether Wendy's shares are offering value at current levels, this breakdown will help you put the recent share price in context before you make any decisions. The stock last closed at US$8.43, with a 1.3% decline over the past 7 days, a 2.6% gain over the past 30 days and a 3.2% gain year to date, while the 1 year return sits at a 37.1% loss and the 3 and 5 year returns at 54.5% and 49.7% losses respectively. These mixed returns frame the question of whether the current...
NasdaqGM:LSBK
NasdaqGM:LSBKBanks

Lake Shore Bancorp (LSBK) Earnings Jump Of 47.4% Challenges Cautious Community Narratives

Lake Shore Bancorp (LSBK) has just closed out FY 2025 with fourth quarter revenue of US$7.3 million and basic EPS of US$0.26, backed by trailing twelve month revenue of US$28.0 million and EPS of US$0.97 that coincided with 47.4% net income growth over the past year. Over recent periods, revenue has moved from US$25.8 million on a trailing basis in FY 2024 to US$28.0 million in FY 2025. Quarterly EPS ranged between US$0.19 and roughly US$0.34 through the year before landing at US$0.26 in the...
NasdaqGS:INTU
NasdaqGS:INTUSoftware

Is Intuit (INTU) Offering A Chance After Recent Share Price Pullback

If you are trying to figure out whether Intuit at around US$547 a share is priced attractively or asking too much, you are in the right place. The stock has seen a 1.3% decline over the last 7 days, an 18.8% decline over 30 days, a 13.0% decline year to date and a 7.9% decline over 1 year. It has still shown a 35.3% return over 3 years and 52.7% over 5 years. Recent attention on Intuit has centered on its core role in tax preparation and small business financial tools, as investors weigh how...
NYSE:C
NYSE:CBanks

Citigroup (C) Valuation Check As Shares Trade Above Peers Yet Below Estimated Fair Value

Citigroup overview and recent performance Citigroup (C) has produced a mixed return profile recently, with a 1 day gain of 1.6% but a decline over the past month and a negative year to date move, alongside a positive past 3 months and 1 year record. For longer term holders, the 3 year and 5 year total returns are both very large multiples of the starting point. This can prompt investors to reassess position sizing, risk tolerance, and expectations as they review the bank’s current valuation...
NasdaqGS:KRNY
NasdaqGS:KRNYBanks

Kearny Financial (KRNY) Net Interest Margin Recovery Tests Bullish Turnaround Narratives

Kearny Financial’s latest quarterly results in focus Kearny Financial (KRNY) just reported Q2 2026 results with total revenue of about US$43.0 million and EPS of roughly US$0.15, putting fresh numbers on the table for investors tracking its recovery story. The company has seen quarterly revenue move from US$37.4 million in Q2 2025 to US$42.97 million in Q2 2026. EPS over the same quarters has shifted from around US$0.11 to about US$0.15, and the trailing twelve month figures now show revenue...
NasdaqGS:OSBC
NasdaqGS:OSBCBanks

Old Second Bancorp (OSBC) Net Margin Decline Challenges Bullish Earnings Growth Narrative

Old Second Bancorp (OSBC) just wrapped up FY 2025 with fourth quarter revenue of US$92.2 million and basic EPS of US$0.55, alongside net income of US$28.8 million. Over the past few quarters, the bank has seen revenue move from US$69.7 million and EPS of US$0.43 in Q4 2024 to US$92.2 million and EPS of US$0.55 in Q4 2025, with trailing twelve month EPS at US$1.64 on revenue of US$311.3 million. This sets the stage for investors to focus on how the 25.8% net margin trend shapes the story from...
NasdaqGS:CASS
NasdaqGS:CASSDiversified Financial

Cass Information Systems (CASS) Margin Jump Reinforces Bullish Earnings Narratives

Cass Information Systems (CASS) has just wrapped up FY 2025 with fourth quarter revenue of US$53.4 million and basic EPS of US$0.63, alongside trailing twelve month revenue of US$207.4 million and EPS of US$2.36. Over the past year, revenue has ranged from US$48.6 million to US$54.0 million per quarter while basic EPS moved between US$0.39 and US$0.70. This gives investors a clear read on how earnings are tracking against a relatively steady top line. With net income and margins now in...
NasdaqCM:PLBC
NasdaqCM:PLBCBanks

Plumas Bancorp (PLBC) Net Interest Margin Of 4.91% Tests Bullish Community Banking Narrative

Plumas Bancorp (PLBC) closed out FY 2025 with fourth quarter revenue of US$28.2 million and basic EPS of US$1.58, rounding off a year in which trailing twelve month revenue reached US$91.4 million and EPS came in at US$4.60. The company has seen revenue move from US$79.9 million on a trailing basis in the third quarter of FY 2024 to US$91.4 million by the end of FY 2025, while trailing EPS shifted from US$4.82 to US$4.60 over the same window. This sets up a read on how much of that top line...
NasdaqGS:APP
NasdaqGS:APPSoftware

A Look At AppLovin (APP) Valuation After Money Laundering Allegations And Sharp Share Price Declines

AppLovin (APP) is back in focus after a series of money laundering allegations from CapitalWatch and other researchers, sharp share price drops, and a firm public denial from management that includes plans for independent investigations. See our latest analysis for AppLovin. Those allegations have arrived after a strong multi‑year run that still shows in the roughly 44% 1 year total shareholder return. However, recent momentum has clearly turned, with a 30 day share price return of about 28%...
NasdaqGS:GSBC
NasdaqGS:GSBCBanks

Great Southern Bancorp (GSBC) Net Interest Margin Stability Tests Bearish Regional Bank Narratives

Great Southern Bancorp (GSBC) closed out FY 2025 with fourth quarter revenue of US$55.5 million and EPS of US$1.46. Trailing twelve month revenue came in at US$229.2 million and EPS at US$6.23, up from US$214.3 million and US$5.28 a year earlier. That step up in the revenue and EPS base sets the stage for a period where margins and earnings quality will matter more than headline growth, as investors weigh how durable these results look heading into the next year. See our full analysis for...
NasdaqGS:TXG
NasdaqGS:TXGLife Sciences

10x Genomics Expands Clinical Ambitions As Momentum Outruns Analyst Targets

10x Genomics (NasdaqGS:TXG) announced new collaborations with Brigham & Women's Hospital, Dana-Farber Cancer Institute, and the Cancer Research Institute to apply its single-cell and spatial technologies to autoimmune disease and immuno-oncology research. The company also launched a multi-year initiative to establish a CLIA-certified laboratory aimed at future clinical applications of its platforms. For investors watching 10x Genomics, the news comes with the stock at $23.19 and a mixed...
NasdaqGM:AMAL
NasdaqGM:AMALBanks

Amalgamated Financial (AMAL) Margin Softness Tests Bullish Earnings Growth Narrative

Amalgamated Financial (AMAL) just wrapped up FY 2025 with fourth quarter revenue of US$79.7 million and basic EPS of US$0.89. This frames a year in which trailing twelve month revenue came in at US$312.4 million and EPS reached US$3.44. Over the past six reported quarters, revenue has moved within a tight range from US$74.2 million in Q4 2024 to US$80.3 million in Q3 2025, while quarterly EPS has stayed in the US$0.80 to US$0.91 band. This sets up FY 2025 as a year of steady top line and...
NYSE:ETSY
NYSE:ETSYMultiline Retail

Will Tariff Jitters and AI Checkout Push Etsy's (ETSY) Story in a New Direction?

Earlier this week, Etsy was swept up in a broad U.S. market pullback after the government announced plans to introduce a 10% tariff on imports from several European countries starting February 1, pressuring sentiment across many globally exposed companies. At the same time, investor attention around Etsy has been shaped by developments such as expanding AI-enabled checkout integrations and ongoing interest in its Depop marketing efforts and upcoming leadership transition. We’ll now explore...
NYSE:ORI
NYSE:ORIInsurance

Old Republic Buyback Shrinks Share Count As Valuation Flags Undervaluation

Old Republic International (NYSE:ORI) has completed a large share repurchase program covering more than 11% of its outstanding shares since March 2024. The buyback follows a year of strong full year and fourth quarter earnings, with both net income and revenue reported higher year over year. The company’s recent actions and results highlight management’s confidence in Old Republic International’s underlying business. For you as an investor, the timing is interesting. Old Republic...
NasdaqGS:UBSI
NasdaqGS:UBSIBanks

United Bankshares UBSI Margin Strength And 20.2% Earnings Growth Reinforce Bullish Narratives

United Bankshares (UBSI) has just closed out FY 2025 with fourth quarter revenue of US$311.6 million and basic EPS of US$0.92, alongside trailing twelve month revenue of about US$1.2 billion and EPS of US$3.28, setting the tone for how investors assess the latest numbers. The company has seen quarterly revenue move from US$255.2 million in Q4 2024 to US$311.6 million in Q4 2025, while basic EPS shifted from US$0.70 to US$0.92 over the same period, giving you a clear view of how the top and...
NYSE:PNFP
NYSE:PNFPBanks

Pinnacle Financial Partners (PNFP) Net Interest Margin Strengthens Bullish Narratives In FY 2025 Results

Pinnacle Financial Partners (PNFP) has wrapped up FY 2025 with fourth quarter total revenue of US$508.1 million and basic EPS of US$2.16, setting the tone against trailing 12 month revenue of US$1.95 billion and EPS of US$8.15. Over the past year, total revenue has moved from US$1.62 billion to US$1.95 billion, while basic EPS has gone from US$6.01 to US$8.15. This has been accompanied by earnings growth of 36.3% and a net profit margin of 32.2% versus 28.5% a year earlier. These figures put...