NasdaqGS:IDXX
NasdaqGS:IDXXMedical Equipment

Why IDEXX Laboratories (IDXX) Is Up 13.6% After Raising Full-Year Guidance on Q3 Results

IDEXX Laboratories recently reported strong third-quarter 2025 results, with revenue rising to US$1.11 billion and net income reaching US$274.61 million, leading the company to raise its full-year revenue and earnings guidance. Innovation-driven growth was showcased through new product launches and increased international operations, highlighting the company's focus on expanding diagnostic platforms and geographic reach. We’ll take a look at how raised guidance and robust recurring revenue...
NYSE:PAG
NYSE:PAGSpecialty Retail

Penske Automotive Group (PAG): Reassessing Valuation After Q3 Results and New Capital Plans

Penske Automotive Group (PAG) recently reported its third quarter results, which showed a slight increase in sales compared to last year, along with a dip in quarterly net income. The company also filed a shelf registration covering multiple securities, potentially setting the stage for flexible future capital raises. See our latest analysis for Penske Automotive Group. Shares of Penske Automotive Group have lost some ground lately, with a 30-day share price return of -8.7% and a year-to-date...
NYSE:LNC
NYSE:LNCInsurance

Does Lincoln National’s 28% Rally Signal More Value Ahead in 2025?

Wondering if Lincoln National stock is actually a good value in today's market? If you've been scanning for opportunities that haven't already run away, you’re in the right place. The stock has seen steady momentum, climbing 28.3% year-to-date and rising 22.1% over the past twelve months. This may signal that investors are reevaluating its long-term potential. Recent headlines about Lincoln National’s strategic decisions, such as updates to its insurance product lineup...
NYSE:WU
NYSE:WUDiversified Financial

How Western Union’s (WU) Launch of a USD Stablecoin on Solana Has Changed Its Investment Story

On October 28, 2025, The Western Union Company announced its plan to launch a U.S. Dollar Payment Token (USDPT), built on the Solana blockchain and issued by Anchorage Digital Bank, aiming to create a compliant and efficient Digital Asset Network connecting digital and fiat currencies globally. This marks a significant move for Western Union into digital assets, seeking to leverage blockchain and stablecoins to modernize international money transfers and expand access for customers, agents,...
NasdaqGS:AZTA
NasdaqGS:AZTALife Sciences

Azenta (AZTA) Valuation Insights Following Recent Share Price Decline

Azenta (AZTA) shares have recently come under pressure, with the stock falling 3% over the past month and down more than 40% year to date. This trend has prompted investors to reassess the company’s outlook and growth trajectory. See our latest analysis for Azenta. Azenta’s share price has been on a rocky path, falling sharply this year with a year-to-date share price return of -40.95%. Even with momentary rebounds, the longer-term picture shows that momentum is still fading, as reflected by...
NYSE:GRDN
NYSE:GRDNHealthcare

Guardian Pharmacy Services (GRDN): Evaluating Valuation Following 20% Rally Over the Past Month

Guardian Pharmacy Services (GRDN) has been catching some investor attention, particularly after its recent share price moves. Over the past month, the stock rallied by 20%, and it is now up 43% in the past 3 months. See our latest analysis for Guardian Pharmacy Services. After a stellar few months, Guardian Pharmacy Services continues to attract attention as momentum builds. The stock’s 1-month share price return of 20% stands out, adding to a robust year-to-date gain. The 1-year total...
NYSE:FOUR
NYSE:FOURDiversified Financial

Record Stock Buyback and Rising Payment Volumes Might Change the Case for Investing in Shift4 Payments (FOUR)

Shift4 Payments announced its third-quarter 2025 results, reporting US$1.18 billion in revenue and a $1 billion stock buyback program as its largest to date, with payment volumes and gross revenue rising year over year and beating analyst expectations. An interesting development is the company’s robust growth in end-to-end payment volume and the increased focus on returning capital to shareholders despite adjusted net income declining year over year. We'll examine how the company's record...
NYSE:RRX
NYSE:RRXElectrical

Regal Rexnord (RRX): Assessing Valuation Following Q3 Results, Lowered Guidance, and CEO Succession News

Regal Rexnord (RRX) caught investor attention as the company reported higher third quarter profits and earnings per share. At the same time, management lowered full-year earnings guidance and announced an upcoming CEO transition. See our latest analysis for Regal Rexnord. Despite the boost in third quarter profits, Regal Rexnord’s share price momentum has faded, dropping more than 11% year-to-date and settling at $135.36. Mixed signals from lowered guidance and the upcoming CEO change have...
NYSE:EMN
NYSE:EMNChemicals

Will Index Downgrades and Weaker Earnings Shift Eastman Chemical’s (EMN) Investment Narrative?

In the past week, Eastman Chemical Company was removed from the S&P 500 and related indices, while being added to the S&P 600, S&P 1000, and Russell Small Cap Comp Value Index, and reported third-quarter sales of US$2,202 million and net income of US$47 million, both down from the prior year. This series of index changes coupled with weaker earnings highlights a shift in Eastman's market categorization and underscores ongoing operational challenges. We will examine how Eastman's transition...
NasdaqGS:TMUS
NasdaqGS:TMUSWireless Telecom

T-Mobile (TMUS) Valuation in Focus Following Recent Share Price Weakness

T-Mobile US (TMUS) stock has drifted lower recently, slipping 2% over the past week and down 12% so far this year. Investors are weighing its current valuation following a multi-year rally built on wireless subscriber growth. See our latest analysis for T-Mobile US. Shares have come under pressure as the recent selloff takes hold, with the 1-year total shareholder return now negative at nearly -12%. Momentum is clearly fading after several years of outperformance. While the company delivered...
NYSE:USB
NYSE:USBBanks

How Investors Are Reacting To U.S. Bancorp (USB) Launching Automatic Pay-Over-Time Credit Cards and Expanding Advisor Partnerships

In early November 2025, U.S. Bancorp announced the launch of the U.S. Bank Split™ World Mastercard® credit card, which automatically converts all purchases into equal no-fee, no-interest monthly payments, and expanded its partnership with Edward Jones to offer co-branded banking solutions to millions of new clients. This rollout highlights U.S. Bancorp’s push into innovative, flexible digital payment products and new distribution channels in collaboration with major financial advisors. We’ll...
NasdaqGS:NBIX
NasdaqGS:NBIXBiotechs

Neurocrine Biosciences (NBIX) Is Up 12.1% After Strong Q3 Earnings Report and Upgraded Guidance – Has The Bull Case Changed?

Neurocrine Biosciences reported third quarter 2025 earnings, showing revenue of US$794.9 million and net income of US$209.5 million, both up from the same period last year, with increased basic and diluted earnings per share from continuing operations. This strong financial performance was driven by revenue and profit gains across both the quarter and nine-month period, reflecting robust demand for Neurocrine's products and operational efficiency. We'll explore how these third quarter...
NYSE:AXTA
NYSE:AXTAChemicals

Axalta Coating Systems (AXTA): Evaluating Valuation After Q3 Earnings Beat, Raised Guidance, and Share Buyback Completion

Axalta Coating Systems (AXTA) released its third quarter results, highlighting higher net income and earnings per share, even as sales dipped slightly year over year. The company also raised its full-year sales guidance and completed a notable buyback program. See our latest analysis for Axalta Coating Systems. Axalta’s latest quarterly report and share buyback have been the focal points for investors this past week, yet the recent momentum tells a nuanced story. While the share price has...
NasdaqGS:CTSH
NasdaqGS:CTSHIT

How Cognizant’s Anthropic Claude Integration Has Changed Its Investment Story (CTSH)

Cognizant announced in the past week that it is adopting Anthropic's Claude large language models to accelerate enterprise AI adoption and enable up to 350,000 associates across its global operations to enhance productivity and drive internal transformation. This partnership is positioned to integrate advanced AI capabilities with Cognizant's core industry platforms, supporting scalable business solutions and faster transitions from AI experimentation to production for its clients. We'll...
NasdaqGS:AAON
NasdaqGS:AAONBuilding

How AAON's (AAON) Raised Sales Outlook and Profit Drop Are Shaping Its Investment Story

AAON, Inc. recently raised its full-year 2025 sales growth guidance to the mid-teens and reported its third quarter results, with sales increasing to US$384.24 million but net income falling significantly year-over-year amid scrutiny of its accounting practices. The company faced heightened attention following allegations from a short-seller regarding aggressive accounting in its BASX data center segment, alongside concerns about margin sustainability and corporate governance despite ongoing...
NYSE:ASPN
NYSE:ASPNChemicals

A Look at Aspen Aerogels (ASPN) Valuation After Lowered 2025 Outlook and Steep Q3 Sales Drop

Aspen Aerogels (ASPN) lowered its full-year 2025 revenue outlook and reported a steep year-over-year decline in third quarter sales, citing ongoing difficulties in the U.S. electric vehicle market. The company also updated investors on a wider expected annual net loss and disclosed new impairment charges, indicating continuing operational headwinds in the near term. See our latest analysis for Aspen Aerogels. Aspen Aerogels’ share price has tumbled dramatically in response to the downward...
NasdaqGM:WLDN
NasdaqGM:WLDNProfessional Services

Why Is Willdan Group (WLDN) Up After Strong Q3 Earnings and Raised Outlook?

Willdan Group reported third quarter 2025 earnings, posting US$182.01 million in sales and US$13.72 million net income, both up meaningfully from the prior year, and increased its full-year outlook following the positive impact of recent acquisitions like APG. This performance highlights how recent acquisitions are supporting both revenue growth and margin improvements, reinforcing the company’s evolving approach to larger and more complex projects. We’ll explore how Willdan’s improved...
NYSE:LDOS
NYSE:LDOSProfessional Services

What Leidos Holdings (LDOS)'s Lead Role in Starlab Station Assembly Means For Shareholders

Starlab Space LLC recently announced that Leidos will lead U.S.-based assembly, integration, and testing activities for the Starlab commercial space station, overseeing critical work such as system integration, environmental and performance testing, and mission assurance in Alabama. This partnership positions Leidos as a significant player in the emerging commercial space infrastructure sector, extending its reach beyond traditional government and defense projects. We'll explore how Leidos'...
NasdaqGM:IRMD
NasdaqGM:IRMDMedical Equipment

IRADIMED (IRMD): Evaluating Valuation After Raised 2025 Outlook and Strong Q3 Results

IRADIMED (IRMD) just announced its third quarter results, showing year-over-year growth in both revenue and net income. The company also lifted its outlook for full-year 2025, signaling confidence heading into next year. See our latest analysis for IRADIMED. That wave of optimism is already showing up in IRADIMED’s share price. After management lifted its full-year outlook and delivered higher earnings, the 7-day share price return clocked in at 10.17%, capping a year-to-date share price gain...
NYSE:PAGS
NYSE:PAGSDiversified Financial

PagSeguro Digital (NYSE:PAGS): Exploring the Current Valuation After Recent Share Price Movement

PagSeguro Digital (NYSE:PAGS) shares dipped slightly today as the stock followed broader market trends, losing about 2%. The move comes without any major company-specific headline, leading investors to recalibrate expectations based on recent performance. See our latest analysis for PagSeguro Digital. PagSeguro Digital’s share price has bounced back strongly in 2024, with a year-to-date gain of 47.74 percent, shaking off some of last year’s volatility. Even after today’s small pullback, the...
NYSE:ITT
NYSE:ITTMachinery

ITT (ITT) Raises Outlook as Strong Revenue Growth Faces Margin Pressures—A Turning Point for Profitability?

On October 29, 2025, ITT Inc. reported third-quarter results with sales rising to US$999.1 million from US$885.2 million a year earlier, alongside an updated full-year earnings guidance and affirmation of a US$0.351 per share dividend for the fourth quarter. Despite robust revenue growth, net income and earnings per share decreased year-over-year, highlighting evolving cost pressures even as analysts highlighted the company’s efficient business model and margin performance. We'll explore how...
NasdaqGS:MTCH
NasdaqGS:MTCHInteractive Media and Services

What Match Group (MTCH)'s Strong Q3 Profits and Shareholder Payouts Mean For Investors

On November 4, 2025, Match Group reported third-quarter results, with revenue of US$914.28 million and net income of US$160.75 million, alongside a declared cash dividend of US$0.19 per share and completion of a significant share buyback program. The results highlighted an 18% increase in net income year over year, ongoing product expansion, and operational initiatives, such as the resolution of legal matters and further investment in user experience and security technology, demonstrating...
NYSE:DOLE
NYSE:DOLEFood

How Investors May Respond To Dole (DOLE) Expanding Sustainable Ripening Operations in Poland

Nature's Produce, a Polish importer and distributor, has begun construction of a new Central Distribution and Ripening Center in Ostrowiec, Poland, aiming to enhance the quality and shelf life of 'ready to eat' avocados, mangoes, and other tropical fruits through sustainable technologies. This investment is set to improve operational efficiency and strengthen the Dole brand's presence in the Polish fresh produce market, signaling a commitment to long-term growth in the region. We'll explore...
NasdaqGS:LBRD.K
NasdaqGS:LBRD.KMedia

Why Liberty Broadband (LBRD.K) Is Down 5.6% After Exit From Video and Impairment-Driven Losses

Liberty Broadband Corporation reported its third-quarter 2025 results, recording a net loss of US$154 million compared to net income of US$142 million a year earlier as revenues declined and a significant impairment charge was recognized. The company exited its video business to focus on broadband and wireless, while launching a US$300 million rights offering and securing over US$140 million in expansion grants to support its shift in operational priorities. We’ll consider how the impairment...