NYSE:ELS
NYSE:ELSResidential REITs

Equity LifeStyle Properties Q4 FFO Growth Tests Slowing Earnings Narrative

Equity LifeStyle Properties (ELS) has wrapped up FY 2025 with fourth quarter revenue of US$373.8 million, basic EPS of US$0.52 and funds from operations of US$156.7 million, giving investors a fresh look at how its cash generating profile is holding up. The company has seen quarterly revenue move from US$371.8 million and basic EPS of US$0.50 in Q4 2024 to US$373.8 million and US$0.52 in Q4 2025, while funds from operations edged from US$153.0 million to US$156.7 million over the same period...
NYSE:PHM
NYSE:PHMConsumer Durables

PulteGroup (PHM) Margin Compression Challenges Bullish Earnings Growth Narrative

PulteGroup (PHM) closed out FY 2025 with Q4 revenue of US$4.6b, basic EPS of US$2.58 and net income excluding extra items of US$501.6m, setting the tone for how investors read the full year. The company reported quarterly revenue of US$4.9b and EPS of US$4.47 in Q4 2024, compared with US$4.6b and EPS of US$2.58 in Q4 2025, while trailing twelve month net income excluding extra items was US$2.2b on revenue of US$17.3b. With the trailing net margin at 12.8% versus 17.2% a year earlier, the...
NYSE:WK
NYSE:WKSoftware

Evaluating Workiva (WK) After Recent Share Weakness And A 29.7% Undervaluation Signal

Workiva stock: event-driven snapshot Workiva (WK) has drawn investor attention after a period of weaker share performance, with the stock down about 12% over the past month and roughly 23% over the past year. See our latest analysis for Workiva. The recent 1 day share price return of 6.18% decline, together with a 30 day share price return of 11.6% decline and a 1 year total shareholder return of 23% loss, suggests momentum has been fading as investors reassess growth prospects and risk. If...
NasdaqGS:CNOB
NasdaqGS:CNOBBanks

ConnectOne Bancorp (CNOB) One Off US$36.7m Loss Challenges Profitability Narratives

ConnectOne Bancorp (CNOB) closed out FY 2025 with fourth quarter revenue of US$110.3 million and EPS of US$0.76, while trailing twelve month revenue came in at US$341.3 million and EPS at US$1.64. Over the last few reporting periods, revenue has ranged from US$48.4 million in Q2 2025 to US$115.9 million in Q3 2025, with quarterly EPS moving between a loss of US$0.52 in Q2 2025 and US$0.79 in Q3 2025. This sets up a mixed but data rich backdrop for assessing how the bank is balancing growth...
NasdaqGS:WASH
NasdaqGS:WASHBanks

Washington Trust Bancorp (WASH) Net Interest Margin At 2.56% Tests Bearish Profitability Narratives

Washington Trust Bancorp (WASH) closed out FY 2025 with Q4 total revenue of US$58.7 million and basic EPS of US$0.84, supported by trailing twelve month revenue of US$219.8 million and EPS of US$2.72. The company has seen quarterly revenue move from US$48.3 million in Q3 2024 to US$57.9 million in Q1 2025, US$53.7 million in Q2 and US$49.7 million in Q3, while basic EPS shifted from a loss of US$3.48 in Q4 2024 to positive readings of US$0.63, US$0.69, US$0.57 and US$0.84 across 2025. With a...
NasdaqCM:CIVB
NasdaqCM:CIVBBanks

Civista Bancshares Q4 Net Margin Strength Reinforces Bullish Community Narratives

Civista Bancshares (CIVB) closed FY 2025 with fourth quarter total revenue of US$45.8 million and basic EPS of US$0.61, alongside net income of US$12.2 million. This capped a year where trailing twelve month revenue reached US$169.2 million and EPS came in at US$2.64. Over the past few quarters, the company has seen revenue move from US$39.1 million in Q1 2025 to US$43.98 million in Q3 and then US$45.8 million in Q4. Quarterly EPS ranged between US$0.66 and US$0.71 before landing at US$0.61...
NYSE:DECK
NYSE:DECKLuxury

Is Deckers Outdoor (DECK) Pricing Reflect Longer Term Gains After Recent Share Price Slide

If you are looking at Deckers Outdoor and asking whether the current share price lines up with the underlying business, this article walks through what the numbers are actually saying about value today. The stock recently closed at US$99.90, with returns of a 1.7% decline over 7 days, a 4.9% decline over 30 days, a 6.5% decline year to date and a 55.2% decline over 1 year, compared with gains of 42.3% over 3 years and 89.2% over 5 years, which may change how you think about its growth...
OTCPK:MSWV
OTCPK:MSWVBanks

Main Street Financial Services (OTCPK:MSWV) Margin Surge Challenges Cautious Community Valuation Narratives

Main Street Financial Services (MSWV) has just wrapped up FY 2025 with fourth quarter revenue of US$14.2 million and basic EPS of US$0.63, capping a trailing 12 month period in which revenue reached US$52.8 million and EPS came in at US$2.14. Over that same trailing period, net income excluding extra items was US$16.7 million, setting the scene for investors to weigh how these earnings translate into the quality and sustainability of margins. See our full analysis for Main Street Financial...
NasdaqCM:GBFH
NasdaqCM:GBFHBanks

GBank Financial Holdings (GBFH) Net Interest Margin Near 4.3% Tests Premium Valuation Narratives

GBank Financial Holdings (GBFH) just closed out FY 2025 with Q4 revenue of US$20.9 million and basic EPS of US$0.52, as investors weigh how these latest numbers fit into the broader growth story. The company reported quarterly revenue of US$16.2 million in Q4 2024 and US$20.9 million in Q4 2025, with trailing twelve month EPS at US$1.46 and net income at US$20.9 million. This sets up a results season where the focus naturally turns to how durable those earnings and margins look. Overall, the...
OTCPK:CWBK
OTCPK:CWBKBanks

CW Bancorp (OTCPK:CWBK) Margin Slip Tests Bullish Valuation Narrative After FY 2025 Results

CW Bancorp (CWBK) closed FY 2025 with fourth quarter total revenue of US$12.0 million and EPS of US$1.18, alongside net income of US$3.45 million, setting the tone for how investors will judge the full year. Over recent quarters, the bank has seen quarterly revenue move between US$11.3 million and US$13.0 million while EPS ranged from US$0.94 to US$1.32. This gives investors a clear view of how the earnings run rate is tracking against last year. With that backdrop, the focus now shifts to...
NasdaqGS:FSLR
NasdaqGS:FSLRSemiconductor

First Solar (FSLR) Is Down 6.5% After Tesla Details Massive Solar Manufacturing Push - What's Changed

In recent days, analysts at BMO Capital moved First Solar to a neutral stance after Tesla outlined plans to build a large-scale, vertically integrated solar manufacturing base that could intensify competition in photovoltaic modules. This shift highlights growing concern that a new, integrated entrant with very large planned capacity could alter industry pricing power and pressure established players’ positioning. With shares recently experiencing a 6.54% seven-day decline and a 10.18%...
NasdaqGS:UVSP
NasdaqGS:UVSPBanks

Univest Financial (UVSP) Net Interest Margin Improvement Tests Slow‑Growth Narrative

Univest Financial (UVSP) has just wrapped up FY 2025 with fourth quarter revenue of US$81.4 million and basic EPS of US$0.80, alongside trailing twelve month revenue of US$316.4 million and EPS of US$3.16. Over the past year, revenue has moved from US$293.1 million to US$316.4 million while EPS has gone from US$2.60 to US$3.16, giving investors a clearer view of how the income line has tracked the top line. With a net profit margin of 28.7% over the last twelve months, the latest numbers...
OTCPK:CHBH
OTCPK:CHBHBanks

Croghan Bancshares (OTCPK:CHBH) 24.4% Net Margin Challenges Long Running Earnings Decline Narrative

Croghan Bancshares (CHBH) just wrapped up FY 2025 with Q4 total revenue of US$12.6 million and basic EPS of US$1.64, supported by quarterly net income of US$3.3 million. The company has seen quarterly revenue move from US$11.0 million in Q4 2024 to US$12.6 million in Q4 2025, while basic EPS over the same quarters shifted from US$1.11 to US$1.64, resulting in a year where trailing twelve month net profit margin was 24.4%. For investors, that combination of higher recent earnings quality and...
NasdaqCM:RR
NasdaqCM:RRMachinery

Assessing Richtech Robotics (RR) Valuation After New Microsoft Azure AI Collaboration

Why Richtech Robotics is Suddenly on Investors’ Radar Richtech Robotics (RR) has drawn fresh attention after announcing a collaboration with Microsoft focused on applying Azure AI to its ADAM service robot, giving the platform more context aware and operationally focused capabilities. See our latest analysis for Richtech Robotics. That Microsoft collaboration has arrived alongside a sharp pullback, with a 1 day share price return of 20.87% decline and a 7 day share price return of 8.01%...
NasdaqGS:ASML
NasdaqGS:ASMLSemiconductor

ASML Balances Record Orders Buyback And Job Cuts In AI Chip Cycle

ASML Holding (NasdaqGS:ASML) reported record net bookings in the fourth quarter, pointing to strong demand for its advanced chip-making equipment. The company announced a new multi-year €12b share buyback program alongside a higher dividend. ASML plans to streamline operations by cutting about 1,700 jobs as part of an efficiency push. ASML Holding, a key supplier of extreme ultraviolet lithography systems to leading chipmakers, is positioned at the center of the AI chip build-out. Its...
NasdaqGS:FLWS
NasdaqGS:FLWSSpecialty Retail

Holiday Quarter Profit At 1-800-Flowers.com (FLWS) Tests Ongoing Loss-Making Narrative

1-800-FLOWERS.COM (FLWS) has just posted its Q2 2026 results, reporting revenue of US$702.2 million and basic EPS of US$1.11, alongside net income of US$70.6 million. The company has reported quarterly revenue ranging from US$215.2 million to US$775.5 million over the past six periods, with EPS moving between a loss of US$2.80 and a profit of just over US$1.00 per share. This highlights how sensitive margins have been to seasonal volumes and cost control. For investors, the latest quarter...
NasdaqGS:PAA
NasdaqGS:PAAOil and Gas

Plains All American Refocuses On Oil Pipelines While Lifting Distribution

Plains All American Pipeline (NasdaqGS:PAA) has agreed to sell its Canadian natural gas liquids business. The company plans to direct proceeds toward major oil pipeline acquisitions. PAA has announced a higher quarterly distribution payment to unitholders. For you as an income focused investor, these moves indicate a clear shift in how Plains All American Pipeline (NasdaqGS:PAA) is shaping its operations. The company, long known for its crude oil and natural gas liquids transportation and...
NasdaqCM:VABK
NasdaqCM:VABKBanks

Virginia National Bankshares (VABK) Net Margin Strength Reinforces Bullish Earnings Narratives

Virginia National Bankshares (VABK) closed out FY 2025 with fourth quarter total revenue of US$15.1 million and basic EPS of US$1.10, while trailing twelve month revenue came in at US$57.5 million and EPS at US$3.57. The company has seen total revenue range from US$13.6 million to US$15.1 million per quarter over the past year, with quarterly EPS between roughly US$0.79 and US$1.10 feeding into trailing twelve month net income of US$19.3 million. With net profit margins and dividend income...
NYSE:NLY
NYSE:NLYMortgage REITs

Annaly Capital Management Earnings Beat Highlights Mortgage Focus Through 2026

Annaly Capital Management (NYSE:NLY) reported strong Q4 and full year results, with revenue and portfolio growth across multiple segments. Management highlighted increased allocation to residential credit and mortgage servicing rights as key priorities. The company expressed confidence in its current momentum and outlined plans that extend through 2026. At a share price of $24.0, Annaly Capital Management has posted a 34.3% return over the past year and is up 48.9% over the past 3 years...
NYSE:LBRT
NYSE:LBRTEnergy Services

Liberty Energy (LBRT) Margin Compression To 3.7% Reinforces Bearish Earnings Narratives

Liberty Energy (LBRT) closed out FY 2025 with Q4 revenue of US$1.0b and basic EPS of US$0.08, alongside net income of US$13.7m, while the trailing twelve months show EPS of US$0.91 on revenue of US$4.0b and net income of US$147.9m. Over recent quarters, revenue has moved between US$947.4m and US$1.0b, with quarterly EPS ranging from US$0.08 to US$0.44, giving investors a clear picture of how earnings have tracked against a relatively steady top line. With the shares at US$25.34, the focus now...
NYSE:YOU
NYSE:YOUSoftware

Clear Secure (YOU) Valuation Check After Recent Share Price Pullback

Why Clear Secure is on investors’ radar today Clear Secure (YOU) has drawn attention after recent share moves, with a 1-day return of about a 1.7% decline and a 7-day return of roughly a 7.1% decline, prompting some investors to reassess its fundamentals. The company reports revenue of US$866.3m and net income of US$181.7m, with annual revenue growth of 12.1% and net income growth of 5.3%. These figures provide a starting point for evaluating its current valuation. See our latest analysis for...
NYSE:RITM
NYSE:RITMMortgage REITs

Is Rithm Capital (RITM) Pricing Misaligned With Recent Share Performance And Earnings Metrics

If you are wondering whether Rithm Capital is offering good value at today’s price, this article is designed to walk you through what the numbers are actually saying about the stock. Rithm Capital’s share price last closed at US$11.92, with returns of 0.0% over 7 days, 7.7% over 30 days, 8.6% year to date, 12.8% over 1 year, 66.0% over 3 years and 93.8% over 5 years. These figures may influence how investors think about both its growth potential and its risk profile. Recent attention on...
NasdaqGM:QCRH
NasdaqGM:QCRHBanks

QCR Holdings (QCRH) Net Interest Margin Strength Reinforces Bullish Community Narratives

QCR Holdings (QCRH) has wrapped up FY 2025 with fourth quarter revenue of US$101.5 million and basic EPS of US$2.13, while trailing twelve month figures show revenue of US$351.5 million and EPS of US$7.54. Over recent periods, the company has seen revenue move from US$83.4 million in Q3 2024 to US$97.1 million in Q3 2025, and from US$86.7 million in Q4 2024 to US$101.5 million in Q4 2025. Basic EPS stepped from US$1.65 and US$1.79 in those quarters to US$2.17 and US$2.13 respectively. This...
NasdaqCM:NECB
NasdaqCM:NECBBanks

Northeast Community Bancorp (NECB) Net Interest Margin Above 5% Reinforces Bullish Narratives

Latest FY 2025 Results Set the Stage Northeast Community Bancorp (NECB) just wrapped up FY 2025 with fourth quarter total revenue of US$26.8 million and basic EPS of US$0.80, alongside net income excluding extra items of US$10.8 million. The company reported quarterly revenue of US$24.4 million in Q4 FY 2024 and around US$26.8 million in Q4 FY 2025. Over the same period, basic EPS moved from US$0.78 to US$0.80, and trailing twelve month EPS was US$3.34 on total revenue of about US$104.9...