NasdaqGS:QRVO
NasdaqGS:QRVOSemiconductor

Qorvo (QRVO) Returns to Profitability, But One-Off Loss Challenges Reliability of Earnings Recovery

Qorvo (QRVO) just returned to profitability, but the company’s earnings have declined by 49.9% per year over the last five years. Looking ahead, analysts expect annual earnings growth of 20.2%, outpacing the projected 16% for the broader US market, while revenue is forecast to rise by a slower 3.8% per year compared to the market’s 10.5%. Despite improved margins as profits came back, a one-off $166.9 million loss still weighs on the quality of recent results. Investors are left to balance...
NYSE:BCC
NYSE:BCCTrade Distributors

Boise Cascade (BCC): Net Margin Halved to 3% Challenges Profit Recovery Optimism

Boise Cascade (BCC) reported annual earnings growth of 17.5%, outpacing the broader US market forecast of 16%. However, revenue is projected to grow at just 3.3% per year, trailing the US average of 10.5%. Net profit margins declined to 3%, down from 6% the previous year. The company has seen average annual earnings decrease by 6.3% over the last five years. Despite the recent dip in profitability and ongoing margin compression, analysts expect stronger profit growth ahead, and BCC currently...
NYSE:JELD
NYSE:JELDBuilding

JELD-WEN (JELD): Losses Grow 78% Annually, but Forecasts Eye 131% EPS Growth Turnaround

JELD-WEN Holding (JELD) posted another unprofitable quarter, with both its earnings and net profit margin remaining in the red. Over the last five years, losses have widened at a staggering 78.1% per year. The company is projected to swing to profitability within the next three years as earnings are forecast to surge 131.26% per year. Despite slow anticipated revenue growth of just 1.9% annually, the stock trades at a price-to-sales multiple of just 0.1x, far lower than industry and peer...
NYSE:AESI
NYSE:AESIEnergy Services

Atlas Energy Solutions (AESI): Rapid Earnings Growth Forecasts Challenge Profitability Concerns Ahead of Results

Atlas Energy Solutions (AESI) remains unprofitable, but it has narrowed its losses by 2.7% per year over the past five years. While margins have yet to turn positive and fresh figures on recent profitability are not available, earnings are forecast to surge by 110.88% annually. This may put the company on track for potential profitability within three years, which is well ahead of market averages. With revenue expected to grow at only 2.2% per year compared to the broader US market's 10.5%,...
NasdaqGS:HOLX
NasdaqGS:HOLXMedical Equipment

Hologic (HOLX) Profit Margin Drops on $277.8M One-Off Loss, Undercutting Bullish Recovery Narratives

Hologic (HOLX) reported a net profit margin of 13.8%, down from 19.6% last year, reflecting a continued decline in earnings that have averaged a 26.7% decrease per year over the past five years. While a significant one-off loss of $277.8 million weighed on profits in the last twelve months to September 27, 2025, investors are now watching for a turnaround, as revenue is forecast to grow at 4.7% per year and earnings are expected to rise at 14.8% per year, although still trailing the broader...
NYSE:AGM
NYSE:AGMDiversified Financial

Farmer Mac (AGM) Profit Margin Tops 50%, Reinforcing Narratives on Profitability Versus Growth Debates

Federal Agricultural Mortgage (AGM) posted net profit margins of 50.9%, edging up from last year’s 49%. Over the past five years, AGM has averaged 14.2% annual earnings growth, and most recently, earnings climbed 13.1%. Looking ahead, earnings are projected to rise about 8% per year, a pace that trails the wider US market's expected 16% annual growth. Revenue growth is anticipated to slightly outperform at 10.8% per year compared to the US market’s 10.5%. See our full analysis for Federal...
NasdaqGS:JRVR
NasdaqGS:JRVRInsurance

James River Group (JRVR) Earnings Forecasts Signal 88.79% Growth Despite Ongoing Losses and Slow Revenue

James River Group Holdings (JRVR) posted a continued loss, with the company’s losses increasing at an average rate of 2.3% per year over the past five years. Looking ahead, analysts expect earnings to rebound sharply and are forecasting annual growth of 88.79% with a return to profitability within three years. With relative value compared to peers and the prospect of rapid earnings improvement, investors may see reasons for optimism despite a challenging recent track record. See our full...
NYSE:PSA
NYSE:PSASpecialized REITs

How Does Public Storage Stack Up After a 15.7% Drop This Year?

Ever wondered if Public Storage stock is a bargain right now, or if there's a better place to put your money? You're not alone, and it's exactly the question we're diving into today. The shares have been on a bit of a rollercoaster lately, with a 7.4% drop in the last week and 15.7% over the past year, but they're still up nearly 46% over the last five years. Recent headlines have focused on shifting investor sentiment and larger trends in the real estate sector, with industry news...
NasdaqGS:GTM
NasdaqGS:GTMInteractive Media and Services

ZoomInfo (GTM) Net Margin Jumps to 8.4%, Challenging Profitability Concerns

ZoomInfo Technologies (GTM) posted a net profit margin of 8.4%, a substantial jump from last year’s 0.7%, even after absorbing a hefty one-off loss of $101.6 million over the last twelve months through September 30, 2025. Earnings are projected to grow at 19.6% per year, outpacing the US market's expected 16% annual growth, while revenue is set to rise at a slower 3.7% annually versus the market average of 10.5%. With sustained profitability gains and a discounted cash flow suggesting shares...
NYSE:SGHC
NYSE:SGHCHospitality

Super Group (SGHC) Net Margin Jumps to 9.8%, Challenging Bearish Earnings Quality Narratives

Super Group (SGHC) posted a striking surge in net profit margins, coming in at 9.8% compared to just 0.3% last year. This improvement was fueled by an extraordinary 4,994.9% earnings growth over the same period. Looking ahead, the company’s earnings are expected to grow 32.2% per year, far outpacing the broader US market’s forecast of 16% per year. Revenue is projected to rise by 9.2% annually, just below the US average of 10.5%. With these numbers, investors are seeing a notable turnaround...
NasdaqCM:EXAS
NasdaqCM:EXASBiotechs

Exact Sciences (EXAS) Trades 40% Below Fair Value Despite Profitability Projected Within Three Years

Exact Sciences (EXAS) remains unprofitable, with losses increasing at an average pace of 1.5% per year over the past five years. Supported by a revenue growth forecast of 10.4% per year and projected earnings acceleration of 89.51% per year, the company is expected to reach profitability within three years, a faster turnaround than the broader market. Investors are likely to focus on the stock’s strong relative and absolute value metrics, as well as anticipated profit and revenue gains, even...
NYSE:AHH
NYSE:AHHREITs

Armada Hoffler Properties (AHH): Profit Turnaround Reinforces Bull Case Despite Revenue Decline Outlook

Armada Hoffler Properties (AHH) recently reported figures that point to a turning point, with revenue expected to decline by 10.1% per year over the next three years, even as earnings are forecast to grow at a brisk 21.8% annually. The company has just turned profitable and logged a major one-off gain of $27.2 million in the last 12 months. Despite a five-year track record of earnings declining by 16.1% per year, management now foresees a sharp rebound in bottom-line performance. This sets up...
NYSE:VOYG
NYSE:VOYGAerospace & Defense

Voyager Technologies (VOYG): Revenue Growth Forecast at 51.5% Tests High Valuation Narrative

Voyager Technologies (VOYG) remains unprofitable, with no established year-on-year earnings trend so far, as the company has been publicly traded for less than three years. Revenue is forecast to surge 51.5% per year, far outpacing the US market average of 10.5%. However, net margins remain negative and the Price-To-Sales Ratio sits at a steep 10.3x, well above industry and peer benchmarks. With investors focused on whether overhead and costs are being effectively controlled, the company’s...
NasdaqGS:ADUS
NasdaqGS:ADUSHealthcare

Addus HomeCare (ADUS) Earnings Growth Tops Narrative With 16.3% Gain, Reinforcing Bullish Sentiment

Addus HomeCare (ADUS) delivered earnings growth of 16.3% over the past year, with a robust five-year compound annual growth rate for earnings of 19.4%. Earnings are forecast to keep climbing at 16.4% per year, outpacing the broader US market average forecast, while net profit margins held steady at 6.4% compared to 6.5% a year ago. Although revenue growth is set to lag the wider market at 7.8% annually, the company’s consistent track record of profitability and favorable valuation relative to...
NasdaqGS:SNDX
NasdaqGS:SNDXBiotechs

Syndax Pharmaceuticals (SNDX): Revenue Growth Forecast Tops Market Expectations, Reinforcing Bullish Outlook

Syndax Pharmaceuticals (SNDX) remains unprofitable as net losses have widened at 41.3% per year over the past five years. Net profit margins have stayed negative with no track record of high-quality earnings. Looking forward, revenue is forecast to climb 40.4% annually, outpacing the US market. Earnings are projected to surge 72.8% per year with profitability expected within three years. The share price has settled at $15.35, notably below its estimated fair value of $214.76. The company...
NYSE:VNO
NYSE:VNOOffice REITs

Vornado Realty Trust (VNO): One-Off Gain Drives Profit, Challenging Sustainability Narrative

Vornado Realty Trust (VNO) has turned profitable, posting a robust 46.1% per year earnings growth rate over the last five years, but recent results were boosted by a one-off gain of $827.3 million. Although net profit margins have moved into positive territory, forecasts now call for earnings to drop sharply by 83.8% per year over the coming three years. Revenue is projected to rise at a slower 3.3% per year, which is behind the broader US market’s 10.5% per year expectation. With profits...
NYSE:KTB
NYSE:KTBLuxury

Kontoor Brands (KTB): Margin Decrease to 7.7% Challenges Bullish Growth Narrative

Kontoor Brands (KTB) is forecasting impressive earnings growth of 20.9% per year, outpacing the US market average of 16%. Current net profit margins have compressed to 7.7% from last year's 9.7%, and over the past five years, the company has averaged 12.4% annual earnings growth, despite recent negative momentum. With top-line growth likely but near-term margin pressure evident, investors are weighing this strong outlook against recent softness in profitability. See our full analysis for...
NYSE:OSK
NYSE:OSKMachinery

Does the Recent 12% Drop Signal Opportunity for Oshkosh in 2025?

Thinking about Oshkosh stock and whether it’s great value right now? You’re not alone, and the numbers are worth a closer look. After climbing 28.7% year-to-date, Oshkosh’s price has pulled back noticeably with a 12.4% drop over the past week and an 8.4% decline in 30 days, sparking some big questions about what is driving investor sentiment. These moves come amid news highlighting Oshkosh’s contracts in specialty vehicles and changing defense sector demand. Market commentary around shifts...
NasdaqGS:ICHR
NasdaqGS:ICHRSemiconductor

Ichor Holdings (ICHR): Losses Worsen 50.5% Annually, Deep Value Dichotomy Faces Profit Growth Forecasts

Ichor Holdings (ICHR) reported continued unprofitability, with losses worsening at an annual rate of 50.5% over the past five years. Yet, with EPS forecast to rise 77.73% per year and a path to profitability expected within three years, investors eye deep value in the company’s notably low 0.6x Price-To-Sales Ratio, especially when compared to US semiconductor peers trading around 5x sales. The setup is clear: the company’s robust projected profit growth competes with lower-than-market...
NasdaqGS:HLIT
NasdaqGS:HLITCommunications

Harmonic (HLIT) Margin Decline Challenges Bullish Valuation Narrative Despite Strong Growth Outlook

Harmonic (HLIT) reported a net profit margin of 7.8%, down from 13.6% the previous year, highlighting a decline in profitability. Despite this margin pressure, the company’s revenue is forecast to grow at 8.6% annually, which is slower than the broader US market’s 10.5%. While earnings growth over the last year was negative, Harmonic has posted an impressive 48.6% annualized earnings growth rate over the past five years, demonstrating substantial long-term gains. Looking forward, earnings are...
NYSE:FN
NYSE:FNElectronic

Fabrinet (FN) Margin Compression Challenges Growth Narrative Despite Strong Earnings Track Record

Fabrinet (FN) reported annual earnings growth of 13.9%, contributing to an impressive five-year average earnings growth rate of 20.1%. Earnings are forecast to rise at 18.66% per year, while revenue is projected to increase 17.4% annually. Both figures are expected to outpace the broader US market’s growth expectations. However, net profit margins narrowed to 9.8% from 10.3% last year, signaling some margin compression worth noting for investors. See our full analysis for Fabrinet. The next...
NYSE:KBR
NYSE:KBRProfessional Services

Is KBR a Bargain After a 27% Price Drop and Recent Contract Wins?

Wondering whether KBR is trading at a bargain or if it is looking pricey right now? Let’s break down the numbers and see what’s going on beneath the surface. KBR’s stock has had a rough ride this year, dropping 26.7% year to date and down 36.9% over the past 12 months. Looking back five years, however, it is still up nearly 70%. These recent moves follow several high-profile contract wins and industry updates, which have added both excitement and uncertainty. Market sentiment has shifted as...
NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

Is Upwork Fairly Priced After Shares Jumped 23% and New Enterprise Partnerships?

If you’ve ever wondered whether Upwork is fairly priced, undervalued, or too expensive to buy right now, you’re not alone. It’s the question every savvy investor should ask before hitting “buy.” Upwork shares have gained 23.0% over the past year and are up 7.9% year-to-date, so there’s definitely momentum and changing sentiment to consider. After a wave of headlines spotlighting Upwork’s expanding partnerships with enterprise clients and increased interest in flexible remote work, the...
NYSE:ESNT
NYSE:ESNTDiversified Financial

Is Essent Group’s Recent Surge Backed by Strong Valuation Metrics in 2025?

Wondering if Essent Group is currently a smart buy? You are not alone, especially with so much chatter about its valuation and long-term potential. The stock has climbed 17.8% over the past year and is up 13.6% year-to-date. This signals changing market sentiment and perhaps renewed optimism among investors. Recent headlines have highlighted Essent Group's strategic expansion efforts and strong operating performance. These factors have fueled both investor curiosity and notable price gains...