NYSE:THR
NYSE:THRElectrical

Thermon Group Holdings (THR): Assessing Valuation After Robust Q2 Growth and Upgraded Full-Year Outlook

Thermon Group Holdings (THR) just reported its second quarter earnings, showing a 15% jump in revenue and nearly 58% higher net income. Management cited strong demand, improved margins, and success in navigating tariffs. See our latest analysis for Thermon Group Holdings. Thermon Group Holdings’ latest quarter has sparked fresh momentum, with the share price surging 37.2% over the past month and 20% year-to-date. This runs alongside a robust 20.3% total shareholder return over the past year...
NasdaqGS:ONB
NasdaqGS:ONBBanks

Old National Bancorp (ONB): Exploring Valuation After Recent Share Price Momentum

Old National Bancorp (ONB) shares edged higher recently, continuing a steady upward trend this month. Investors may be taking notice of the company's improving revenue and net income growth, as well as its long-term performance. See our latest analysis for Old National Bancorp. Old National Bancorp's latest share price movement adds to a constructive multi-month trend, with shares now at $20.99. While the year-to-date share price return remains slightly negative, long-term investors have...
NasdaqGS:MNST
NasdaqGS:MNSTBeverage

Monster Beverage (MNST): Assessing Valuation Following Record Q3 Results and Global Demand Surge

Monster Beverage (MNST) grabbed attention after the company posted record-setting third-quarter results and delivered above-market growth. Strong global demand for energy drinks, especially sugar-free and new flavors, powered these gains. See our latest analysis for Monster Beverage. Monster Beverage’s share price jumped 5.16% in the last day as investors reacted to record-breaking Q3 numbers and reassuring management commentary. Momentum is building, with a year-to-date share price return of...
NYSE:PFSI
NYSE:PFSIDiversified Financial

A Look at PennyMac Financial Services’s Valuation After Strong Earnings and Upbeat Analyst Forecasts

PennyMac Financial Services (PFSI) just delivered third-quarter results that landed above what Wall Street had expected, with earnings and revenue both coming in higher than forecasts. The company also provided improved return on equity guidance, which prompted some upward revisions to future estimates from analysts. See our latest analysis for PennyMac Financial Services. PennyMac’s strong quarterly showing seems to have energized investors, with the share price up over 26% in the past 90...
NYSE:DAY
NYSE:DAYProfessional Services

Evaluating Dayforce (DAY) Valuation Following Recent Share Price Momentum

Dayforce (DAY) stock has caught some attention recently as investors look at the company’s momentum over the past few months. Shares have seen a steady climb, prompting a closer look at what is driving sentiment around the business. See our latest analysis for Dayforce. Dayforce’s share price has rebounded sharply in the past three months, with a 36.9% gain building positive momentum. However, its total shareholder return over the past year remains negative. Investors seem focused on the...
NYSE:BMI
NYSE:BMIElectronic

What Badger Meter (BMI)'s Dividend Hike and Buyback Reveal About Its Commitment to Shareholder Value

Badger Meter, Inc. recently announced an 18% increase to its quarterly dividend, marking the 33rd consecutive year of annual dividend growth, alongside a new US$75 million share repurchase authorization and strong third-quarter results driven by demand for smart water management solutions. This combination of sustained capital returns and ongoing expansion in digital water technology highlights Badger Meter's confidence in its growth trajectory and underlying financial strength. We'll...
NasdaqGS:ZBIO
NasdaqGS:ZBIOBiotechs

Zenas BioPharma (ZBIO) Is Up 7.6% After Positive Phase 2 Data for Obexelimab in RMS – Has The Bull Case Changed?

In late October 2025, Zenas BioPharma announced positive results from its Phase 2 MoonStone clinical trial evaluating obexelimab in patients with Relapsing Multiple Sclerosis (RMS). This development underscores growing confidence in Zenas BioPharma's pipeline, particularly obexelimab’s potential as a treatment across a range of autoimmune diseases. With encouraging Phase 2 RMS trial data, we'll examine how obexelimab’s promise is shaping Zenas BioPharma's investment narrative. Explore 28 top...
NasdaqGS:ALRM
NasdaqGS:ALRMSoftware

The Bull Case For Alarm.com Holdings (ALRM) Could Change Following Strong Q3 Results and New Acquisition – Learn Why

Alarm.com Holdings recently reported third quarter 2025 results that surpassed analyst expectations, with revenue reaching US$256.4 million and adjusted earnings of US$0.76 per share, while management raised full-year guidance for both SaaS and license revenue as well as total revenue to approximately US$1.00 billion. The quarter included the acquisition of CHeKT, Inc., a provider of remote video monitoring services, further strengthening Alarm.com's product portfolio and expanding its reach...
NYSE:TR
NYSE:TRFood

Tootsie Roll (TR) Is Up 6.7% After Q3 Revenue Gains and Announced Plant Expansion - What's Changed

Tootsie Roll Industries reported its third quarter 2025 earnings, showing higher revenue of US$232.71 million and net income of US$35.66 million compared to the previous year, alongside growth in domestic sales and continued operational efficiencies. An interesting development is the company’s announced plant expansion backed by a planned US$75,000 to US$85,000 in capital expenditures over five years to address rising demand while seeking to offset margin pressures through price increases...
NYSE:KNF
NYSE:KNFBasic Materials

Knife River (KNF): Valuation Perspectives Following Record Q3 Results and Upbeat Management Outlook

Knife River (KNF) stock got a boost after the company reported record third quarter results, highlighting higher revenue and steady execution in the face of several industry challenges. Recent acquisitions and dynamic pricing strategies played a key role. See our latest analysis for Knife River. Knife River’s stock has staged a sharp rebound recently, jumping 17.4% over the past week as investors responded to record third quarter results and upbeat guidance. However, the year-to-date share...
NYSE:CLH
NYSE:CLHCommercial Services

A Fresh Look at Clean Harbors (CLH) Valuation After Softer Earnings and Rising Cost Pressures

Clean Harbors (NYSE:CLH) released its latest quarterly earnings, which came in a bit softer than expected. The company pointed to slower activity in field and industrial services, along with higher employee healthcare expenses, as primary headwinds. See our latest analysis for Clean Harbors. Shares of Clean Harbors have shown some volatility in recent months, with a 30-day share price return of -11.1% following softer quarterly results and cautious news about rising expenses. While momentum...
NYSE:OKLO
NYSE:OKLOElectric Utilities

Does Oklo's (OKLO) Massive Shelf Filing Signal Ambition or Heightened Dilution Risk?

Earlier this month, Oklo Inc. filed a shelf registration allowing the company to potentially offer up to US$3.5 billion in various securities, including common and preferred stock, debt, warrants, rights, and units. This move comes alongside Oklo's announcement of a major partnership with Newcleo and Blykalla to advance advanced nuclear fuel manufacturing infrastructure in the United States, backed by Newcleo’s planned US$2 billion investment. Next, we'll look at how Oklo's large potential...
NYSE:SJM
NYSE:SJMFood

Is J. M. Smucker (SJM) Undervalued After New Signs of Weakening Financial Strength?

Recent analysis of J. M. Smucker (SJM) points to declines in its financial strength, growth, and profitability rankings. The review highlights concerns over financial distress and signals the potential for underperformance compared to past results and competitors. See our latest analysis for J. M. Smucker. Despite some renewed optimism with a 1-day share price return of 2.04%, J. M. Smucker has faced a year-to-date decline of 3.87% and a one-year total shareholder return of -3.51%. The bigger...
NYSE:PACS
NYSE:PACSHealthcare

Did PACS Group's (PACS) Forbearance Extension Reshape Its Risk Profile and Regulatory Path?

On November 6, 2025, PACS Group announced that it had secured an extension of forbearance agreements with its lenders and landlords, providing an extended grace period until November 30, 2025, while it works to meet SEC reporting obligations by November 19 to maintain NYSE compliance. This arrangement highlights ongoing financial and regulatory pressures faced by the company, as it seeks to avoid enforcement actions and address risk factors that could impact its standing. We'll explore how...
NasdaqGS:STKL
NasdaqGS:STKLFood

SunOpta (STKL): Valuation Perspectives After Upside Sales Surprise and Margin Pressures

SunOpta (STKL) just reported its latest quarterly results, showing revenue growth that topped expectations and lifting its full-year sales guidance. Investors, however, are debating what comes next as margins moved lower. See our latest analysis for SunOpta. After SunOpta surprised with stronger quarterly sales and a raised outlook, the share price has been on a wild ride, tumbling nearly 24% over the past week and down 45.5% in total shareholder return over the last year. While management’s...
NYSE:ETSY
NYSE:ETSYMultiline Retail

Etsy (ETSY): Evaluating Valuation as Holiday Campaigns and Product Updates Target Growth in Shifting Market

Etsy is turning up the volume on its 2025 holiday season, unveiling a multi-channel marketing campaign focused on personalized gifting and emotional connections. At the same time, the company is piloting instant seller payouts and building new digital partnerships. See our latest analysis for Etsy. Etsy’s share price has been on a rollercoaster this year, rallying over 11% year-to-date but dropping 14% in the past month as investor sentiment adjusted to slowing buyer growth and a looming CEO...
NasdaqGS:ARQT
NasdaqGS:ARQTBiotechs

Does ZORYVE’s Expanded FDA Approvals and Arcutis Biotherapeutics’ First Profit Mark a Turning Point for ARQT?

In recent days, Arcutis Biotherapeutics announced results from a Phase 2 long-term study showing that ZORYVE foam 0.3% is safe and effective for up to one year in treating seborrheic dermatitis, alongside new FDA approvals and the U.S. launch of ZORYVE cream for expanded pediatric use. The company also reported its first profitable quarter, beating expectations and accelerating its cash flow break-even outlook, driven by commercial traction for its ZORYVE product portfolio. These...
NYSE:GWW
NYSE:GWWTrade Distributors

How Weaker Profits and Lowered Guidance Will Impact W.W. Grainger (GWW) Investors

W.W. Grainger recently reported its third quarter 2025 results, highlighting a decline in net income to US$294 million from US$486 million a year earlier, despite sales rising to US$4.66 billion; the company also lowered its full-year revenue guidance and affirmed a quarterly dividend of US$2.26 per share. This combination of reduced earnings and a tempered sales outlook stands out even as the company continued an active share buyback program totaling 3.31% of shares under the current...
NYSE:NGL
NYSE:NGLOil and Gas

NGL Energy Partners (NGL) Is Up 47.4% After Raising Guidance on Water Solutions Strength—What’s Changed?

NGL Energy Partners reported second quarter earnings for the period ended September 30, 2025, with US$674.68 million in revenue and US$29.28 million in net income, alongside year-over-year improvements in earnings per share. The company also raised its full-year adjusted EBITDA guidance and increased growth capital expenditures due to new contract commitments in its Water Solutions segment. We'll examine how NGL's increased earnings guidance, supported by Water Solutions growth, is shaping...
NYSE:IRT
NYSE:IRTResidential REITs

A Look at Independence Realty Trust’s (IRT) Valuation After Earnings Miss and Guidance Cut

Independence Realty Trust (IRT) caught investors’ attention after posting third-quarter earnings that missed expectations and lowering its full-year guidance. The company pointed to fewer asset sales as the main reason for the revised outlook. See our latest analysis for Independence Realty Trust. Softer earnings and guidance resets have clearly sharpened the market’s focus on Independence Realty Trust’s challenges this year. The share price has slid 16.7% so far in 2025, and total...
NYSE:APO
NYSE:APODiversified Financial

Why Apollo Global (APO) Is Up 6.5% After Beating Earnings and Announcing 8VC Venture Partnership

Apollo Global Management recently reported third quarter results that exceeded analyst expectations, highlighted by record assets under management, robust fee-related earnings growth, and significant new investments in renewable energy and venture technology. Apollo and 8VC also announced a partnership focused on deploying capital into advanced manufacturing, aerospace, energy, and life sciences, expanding Apollo's reach into high-growth sectors through tailored capital solutions and real...
NasdaqGS:BMBL
NasdaqGS:BMBLInteractive Media and Services

Bumble (BMBL): Evaluating Valuation After Weak Q3 Results and Pessimistic Guidance

Bumble (BMBL) shares dropped sharply after the company announced third-quarter results, featuring a 16% fall in paying users and a 10% drop in revenue from the prior year. The company also issued cautious guidance for the upcoming quarter. See our latest analysis for Bumble. Bumble’s share price has tumbled over 46% year-to-date and is down 47% on a total return basis over the last year, as investors reacted to weaker guidance and ongoing declines in paying users. While recent news about a...
NYSE:LUMN
NYSE:LUMNTelecom

Lumen Technologies (LUMN): Evaluating Valuation After Deeper Losses and Revenue Guidance in Q3 Earnings

Lumen Technologies (NYSE:LUMN) shares dropped sharply after the company reported a larger quarterly net loss and lower sales than a year ago. The company also provided guidance for continued revenue declines this quarter. Even with management reaffirming their full-year growth outlook and highlighting major investments in artificial intelligence projects, investors focused on the disappointing financial results and cautious forecast. See our latest analysis for Lumen Technologies. Lumen...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Does Amazon’s AI Rollout Signal Further Gains for Investors in 2025?

Ever find yourself wondering if Amazon.com still offers long-term value or if most of the upside is already reflected in the price? Let's break down the factors that actually drive what this stock is worth. Amazon shares have delivered a solid 13.0% jump in the past month and are up 17.4% over the past year, showing both near-term momentum and resilience in a changing market. News about Amazon rolling out new AI-powered features across its retail and cloud businesses has fueled optimism,...