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Earlier this month, MBX Biosciences announced the completion of a significant follow-on equity offering, raising US$150 million as part of a broader US$400 million shelf registration to support ongoing research and development and clinical trial activities. This move comes as the company advances towards a Phase 3 trial and appoints new leadership, aiming to strengthen its commercial and operational capabilities. We'll explore how bolstered capital reserves from the recent equity raise...

Feed.fm recently announced a partnership with Warner Music Group to launch Feed Clips, a new API enabling digital platforms to integrate licensed music clips from WMG’s catalog, and Warner Music Group has promoted Leho Nigul to Chief Technology Officer with a leadership transition taking effect December 1, 2025. This combination of digital innovation and executive changes signals Warner Music Group's intent to deepen its reach in digital music ecosystems and bolster technology-driven...

Affirm Holdings recently reported first-quarter earnings for the period ended September 30, 2025, highlighting US$933.34 million in revenue and a return to net profitability with net income of US$80.69 million, compared to a net loss a year earlier. The company's results featured surging growth in active merchants and gross merchandise value, with management also providing optimistic guidance for continued improvements in fiscal 2026. We'll examine how Affirm's shift from a net loss to net...

Topgolf Callaway Brands announced in November 2025 that it has extended its multi-year licensing agreement with Perry Ellis International for the design, manufacturing, and distribution of Callaway-branded golf and lifestyle apparel until December 31, 2032. This extension not only secures a long-term partnership but also sets the stage for the launch of a jointly developed premium Callaway Apparel line by 2028, emphasizing an expanded focus on premium offerings and global reach. We'll now...

Mosaic (MOS) shares edged higher in recent trading, up nearly 2% over the last day. Investors seem to be weighing recent price swings and evaluating how Mosaic’s fundamentals could play a role in its future direction. See our latest analysis for Mosaic. Despite some steep moves lately, Mosaic’s share price has shown mixed signals. The stock is up for the year with a 6.85% year-to-date return, but its three-year total shareholder return lags at -42.35%. Momentum is modest, with recent rallies...

Baxter International (BAX) recently landed in the spotlight after announcing a sharp cut to its quarterly dividend and lowering its annual sales growth outlook. These moves are tied to ongoing operational challenges and cash flow priorities. At the same time, the company faces multiple class action lawsuits alleging that it concealed defects in its Novum LVP infusion pump. This led to a suspension of new sales for the device and fresh worries about long-term financial and reputational...

LifeStance Health Group reported its third quarter 2025 earnings, posting US$363.81 million in sales and a shift to net income of US$1.08 million, with management highlighting record organic visit growth and improved clinician productivity supported by AI-driven tools. The company reiterated its full-year revenue guidance of US$1.41 billion to US$1.43 billion and raised its center margin expectations, signaling ongoing confidence in operational improvements and future performance. We'll...

In recent days, Nucor reported improved third-quarter results and ongoing production expansions, while receiving upbeat analyst commentary about future earnings and U.S. steel market conditions. An interesting insight is that increasing sales volumes and rising margins, coupled with anticipated advancements in free cash flow after current capital projects, are supporting growing analyst confidence in Nucor’s longer-term financial outlook. We’ll explore how heightened analyst expectations for...

Earlier this month, The Hanover Insurance Group announced the launch of HSIP Advantage, a new admitted property insurance product tailored for small to mid-sized businesses handling high-hazard products, featuring modular coverages, simplified policy language, and broadened protections. This expansion of Hanover’s specialty property offerings addresses a traditionally underserved market segment, highlighting the company’s focus on product innovation and risk management solutions for complex...

On November 5, 2025, NewAmsterdam Pharma reported third quarter results showing sales fell to US$348,000 from US$29.11 million a year earlier, with net loss widening to US$72.01 million. Despite the sharp quarterly setback, the company's nine-month net loss and loss per share were smaller compared to the same period last year. We’ll explore how the sharp revenue contraction in the quarter shapes the current investment narrative for NewAmsterdam Pharma. AI is about to change healthcare. These...

Nuvalent (NUVL) shares are up around 2% today, adding to a strong month that has seen the stock climb over 7%. Investors may be gauging the company’s recent performance as they consider its long-term return potential. See our latest analysis for Nuvalent. Nuvalent is building real momentum this year, with a standout 26.9% share price return over the past three months propelling its year-to-date gain to 20.6%. That has driven its 1-year total shareholder return to 11.1%, while the three-year...

MarketAxess Holdings (MKTX) just released its third quarter results, reporting a modest uptick in revenue alongside a dip in net income. The company also announced a new market-wide auction protocol for U.S. credit trading, with the goal of strengthening liquidity and price discovery. See our latest analysis for MarketAxess Holdings. Despite recent product launches and a completed buyback program, MarketAxess Holdings has seen its momentum wane. The share price is down over 22% year-to-date...

XPEL, Inc. recently announced its third quarter 2025 results, reporting revenue growth to US$125.42 million but a year-over-year decline in quarterly net income, alongside expanded manufacturing investments and the debut of its COLOR Paint Protection Film at the SEMA Show in Las Vegas. In addition to its financial update, XPEL outlined plans to invest US$75 million to US$150 million over the next two years in manufacturing and supply chain initiatives, targeting margin improvements by 2028...

Frontline (NYSE:FRO) recently delivered quarterly results that exceeded revenue expectations, even though earnings per share fell short. The company's stock was further buoyed by upbeat analyst commentary and confidence in demand for its Very Large Crude Carriers. See our latest analysis for Frontline. Frontline's share price recently touched a new 52-week high, reflecting growing optimism thanks to its strong revenue performance and robust demand outlook for its VLCC fleet. Over the past...

Chewy (CHWY) has come under the spotlight following a series of analyst updates and investment firm commentary. The company is drawing fresh attention as earnings estimates have moved higher and investor sentiment shows signs of improvement. See our latest analysis for Chewy. Chewy’s momentum has picked up following renewed confidence from analysts and investors, with attention turning to its growth efforts and improving earnings outlook. Even with solid revenue gains this year, the share...

Primoris Services (PRIM) reported strong third-quarter earnings with substantial year-over-year sales and net income growth. The company also boosted its full-year guidance. Investors are taking note of these positive financial updates. See our latest analysis for Primoris Services. Primoris Services’ upbeat earnings, a boost to this year’s outlook, and a newly declared dividend have helped reinforce investor confidence. After a strong run, the stock still shows momentum, with a year-to-date...

Capital Southwest (CSWC) has just released its earnings report for the second quarter and first half of 2025, providing investors with fresh insights into its evolving financial picture. The latest results include higher revenue and net income compared to last year. See our latest analysis for Capital Southwest. Capital Southwest’s latest financial update comes as the stock’s share price holds steady at $20.8, capping off a period marked by modest short-term moves but solid long-term rewards...

Alameda County, California has selected Willdan Group for a US$97 million contract to design and implement comprehensive energy and infrastructure upgrades across 24 sites, including electrification, solar PV, EV charging, and decarbonization measures. The partnership not only addresses sustainability targets but also positions Willdan as a key advisor in helping public sector clients access external funding to reduce overall project costs. We will explore how the newly secured US$97 million...

FTC Solar, a US-based solar technology firm, delivered third quarter 2025 earnings that outperformed market forecasts and sent the stock higher. The company’s revenue jumped sharply year over year, and it returned to gross profit positivity. See our latest analysis for FTC Solar. FTC Solar’s upbeat third-quarter results have helped fuel a major reversal in sentiment. The stock is now at $10.43 after surging more than 80% year-to-date. While one-day swings remain sharp, the recent run is...

Globus Medical (GMED) just delivered third quarter results that caught many investors’ attention, highlighted by notable margin expansion and growth in its U.S. Spine segment. Management quickly responded by raising full-year guidance. See our latest analysis for Globus Medical. Backed by strong Q3 earnings and a guidance upgrade, Globus Medical’s share price surged nearly 45% over the past month. Momentum has clearly shifted in the company’s favor, building on a steady 4.1% total shareholder...

Scotts Miracle-Gro (SMG) just posted its fiscal fourth quarter and full-year results, shifting from last year’s net loss to positive net income. The company also provided a new outlook for its U.S. Consumer segment. See our latest analysis for Scotts Miracle-Gro. Scotts Miracle-Gro’s latest earnings turnaround and a confirmed dividend have not yet sparked a sustained recovery in its share price. After a somewhat choppy ride this year, with the latest close at $56.73 and a year-to-date share...

In recent weeks, General Motors directed its suppliers to eliminate Chinese components from their supply chains, setting a 2027 deadline for compliance amid heightened US-China trade tensions and threatened curbs on rare earth exports. This decisive shift, paired with new investments in US manufacturing and policy-driven tariff relief, underscores GM's efforts to reinforce supply chain resilience and sustain domestic growth. We'll explore how GM's supplier shift away from China supports its...

Ever wondered if Progressive is a hidden gem or priced about right? You are not alone, with many investors considering its future value. After a bumpy start to the year, Progressive's shares have recently gained 3.6% in the past week, trimming what has otherwise been a slightly negative run. The stock is down 6.4% year to date and 10.2% over the last year. Looking at a longer time frame, the company’s outlook has been strong, with shares up 80.7% over the past three years and 166.8% over...

Devon Energy reported third-quarter 2025 results, posting US$4.33 billion in revenue and net income of US$687 million, alongside the repurchase of over 7.32 million shares for US$249.46 million during the period ending September 30, 2025. The company’s continued buybacks and generally resilient earnings have drawn positive analyst attention, with its operational execution highlighted as a key strength despite softer profitability compared to the prior year. We will now explore how Devon’s...