NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

AMD (AMD) Jumps 12.1% After $1 Billion DOE Supercomputing Win Powered by AI Technologies

The U.S. Department of Energy and Advanced Micro Devices recently announced a $1 billion initiative to build the Lux AI and Discovery supercomputers at Oak Ridge National Laboratory, powered by AMD’s advanced GPUs, CPUs, and networking technologies, to support national AI and scientific infrastructure. This collaboration highlights a significant shift toward secure, sovereign AI capabilities and cements AMD's critical role in delivering next-generation high-performance computing platforms...
NYSE:EPD
NYSE:EPDOil and Gas

Is There an Opportunity in Enterprise Products Partners After Its Pipeline Expansion in 2025?

Trying to figure out what to do with Enterprise Products Partners stock right now? You are not alone. Investors have seen the share price move up 1.5% in the last week, even after a slightly negative 1.3% slide over the past month. That may not sound like fireworks, but take a step back and the long-term picture is anything but dull. Over the past year, the stock has jumped 14.9%, and if you have stuck around for five years, your returns would have soared 168.0%. That is not a typo. What is...
NYSE:GL
NYSE:GLInsurance

Globe Life (GL): Assessing Valuation After Strong Q3 Earnings and Upgraded Outlook for 2025-2026

Globe Life (GL) just released its third quarter 2025 earnings, reporting meaningful growth in both net income and revenue compared to last year. The company also issued a higher earnings outlook for the coming two years. See our latest analysis for Globe Life. Globe Life has stayed in the spotlight this year thanks to strong results, fresh earnings guidance, and active buybacks. While the share price dipped 7.1% over the past month, the stock is still up nearly 20% on a year-to-date basis...
NYSE:ZETA
NYSE:ZETASoftware

Can DA Davidson’s AI Endorsement Reshape Zeta Global’s (ZETA) Competitive Edge in Marketing Tech?

Earlier this month, DA Davidson reaffirmed its Buy rating on Zeta Global Holdings after the company's launch of its new AI-powered Athena platform and updated growth outlook. This move highlights industry confidence in Zeta Global's innovation at the intersection of digital transformation and AI-enabled marketing automation. We'll explore how the launch of Athena and renewed analyst optimism may influence Zeta Global's investment narrative and growth prospects. Outshine the giants: these 26...
NasdaqGS:SYBT
NasdaqGS:SYBTBanks

Stock Yards Bancorp (SYBT): Evaluating Valuation as Fed Rate Cut Hopes Lift Regional Bank Sentiment

Stock Yards Bancorp (SYBT) is seeing its shares react alongside other regional banks after a softer inflation report renewed optimism for possible Federal Reserve rate cuts. This could potentially ease funding costs and improve loan demand for the sector. See our latest analysis for Stock Yards Bancorp. Stock Yards Bancorp’s share price has edged down in recent weeks, reflecting some of the cautious sentiment that has lingered across regional banks, but its 1-year total shareholder return of...
NasdaqCM:LNKB
NasdaqCM:LNKBBanks

LINKBANCORP (LNKB) Margins Surge to 31.1%, Challenging Skeptics on Earnings Sustainability

LINKBANCORP (LNKB) posted a dramatic surge in earnings, with net income jumping 578.4% over the past year, handily outpacing its five-year annual earnings growth rate of 56.3%. Net profit margins climbed to 31.1%, up from 6.5% last year, offering a notable improvement. While revenue is forecast to rise at just 1.9% annually over the next three years, well behind the broader US market’s 10.1%, the company now faces an anticipated 8.8% yearly decline in earnings. This prompts investors to weigh...
NasdaqGS:GSHD
NasdaqGS:GSHDInsurance

How Will Rising Costs Shape Goosehead Insurance's (GSHD) Growth Story Amid Strong Revenue Gains?

In the past week, Goosehead Insurance reported its third quarter 2025 results, highlighting a 16% year-over-year revenue increase to US$90.44 million and announcing completion of a 691,000 share buyback program for US$59.19 million. While revenue and franchise expansion showed momentum, the company faced higher operating and interest expenses, resulting in flat earnings per share versus the prior year, prompting analyst caution despite management's ongoing optimism about technology...
NYSE:WMB
NYSE:WMBOil and Gas

Can Williams (WMB) Balance Rising Dividends with LNG Expansion for Sustained Growth?

Williams Companies’ board of directors recently approved a regular quarterly dividend of US$0.50 per share, representing a 5.3% increase from the previous year and payable on December 29, 2025, to shareholders of record as of December 12, 2025. This dividend affirmation follows Williams Companies' acquisition of significant stakes in Louisiana LNG LLC and Driftwood Pipeline LLC, underscoring both capital commitment and intent to participate more directly in future LNG production volumes. We...
NYSE:RBRK
NYSE:RBRKSoftware

Will Cognizant Partnership and Subscription-Based Resilience Shift Rubrik’s (RBRK) Investment Narrative?

In late October 2025, Cognizant announced an expanded partnership with Rubrik to launch Business Resilience-as-a-Service (BRaaS), a subscription-based solution aimed at helping enterprises recover rapidly from cyber incidents and ransomware attacks by aligning IT recovery with business objectives. This collaboration marks one of the first pay-as-you-go models for BRaaS, combining advanced AI security and cyber resilience capabilities to address the growing risks associated with enterprise AI...
NasdaqGS:EFSC
NasdaqGS:EFSCBanks

Enterprise Financial Services (EFSC): Profit Margin Slightly Down, Undervalued Status Fuels Investor Bullishness

Enterprise Financial Services (EFSC) reported average annual earnings growth of 14% over the past five years, with current year-over-year earnings growth at 8.2%. The company’s net profit margin came in at 28.3%, slightly below last year’s 30%. While revenue is forecast to grow 7.1% per year, this lags the broader US market’s 10.1% expectation. Shares are trading at $53.95, which is well below the estimated fair value of $107.27. The Price-to-Earnings ratio of 10.4x is lower than that of...
NasdaqGS:PFG
NasdaqGS:PFGInsurance

Principal Financial Group (PFG): Margin Expansion Reinforces Bullish Value Narrative

Principal Financial Group (PFG) is forecasting robust earnings growth of 15.1% per year, supported by a recent move to profitability and strong quality in past earnings. Revenue is expected to rise at a 6.5% annual rate. However, both earnings and revenue growth are projected to trail the broader US market. While earnings have declined by 10.4% per year over the past five years, PFG’s positive turn in profit margin, along with a share price of $82.20 that sits below its internally estimated...
NasdaqGM:LMAT
NasdaqGM:LMATMedical Equipment

How Investors May Respond To LeMaitre Vascular (LMAT) Raised Guidance and Insider Share Sales

LeMaitre Vascular recently reported quarterly earnings that exceeded analyst forecasts, with a 15% rise in revenue year-over-year and newly raised guidance for upcoming quarters. August saw significant insider share sales by two directors, coinciding with institutional interest as Vanguard Personalized Indexing Management LLC established a new position in the company during the second quarter. With management raising financial guidance after better-than-expected earnings, we will now examine...
NYSE:LZB
NYSE:LZBConsumer Durables

Does Executive Shuffle and Chicago Store Launch Sharpen La-Z-Boy's (LZB) Growth Focus?

Earlier this month, La-Z-Boy announced a major executive reshuffling, appointing Tj Linz as President, Wholesale Brands, and Rob Sundy as President, Retail, while consolidating digital transformation roles and marking the departure of Rebecca Reeder. This leadership realignment, coupled with the opening of a new retail experience store in Chicago, is intended to sharpen focus on core businesses and enhance omni-channel capabilities as consumer preferences evolve. We'll explore how the new...
NYSE:TOL
NYSE:TOLConsumer Durables

What Toll Brothers (TOL)'s New Oakbend Wellen Park Launch Reveals About Its Florida Growth Strategy

Toll Brothers, Inc. recently celebrated the grand opening and sales launch of Oakbend Wellen Park, a gated luxury home community in Venice, Florida, featuring expansive home designs and resort-style amenities. This development highlights Toll Brothers' ongoing expansion in high-demand markets and its emphasis on offering homebuyers extensive personalization options through its Design Studio. We'll explore how the launch of Oakbend Wellen Park influences Toll Brothers' investment narrative,...
NasdaqGS:ONB
NasdaqGS:ONBBanks

A Look at Old National Bancorp's (ONB) Valuation Following Q3 Earnings and Analyst Target Revisions

Old National Bancorp (ONB) just posted its third-quarter results, showing solid growth in net interest income and net income year-over-year. The update comes as the bank navigates new guidance and the impacts of acquisitions. See our latest analysis for Old National Bancorp. After a strong run earlier in the year, Old National Bancorp’s latest quarterly update, along with modest analyst adjustments and a recently completed share buyback, has done little to fend off the recent cooling in its...
NasdaqGS:CAR
NasdaqGS:CARTransportation

Avis Budget Group (CAR): Rapid Earnings Growth Forecast Challenges Bearish Profit Narratives Heading Into Earnings

Avis Budget Group (CAR) is currently unprofitable, with net losses having grown at an annual rate of 23% over the past five years. Still, the company’s earnings are forecast to surge by 128.41% per year, putting profitability in reach within the next three years. This pace is well ahead of the broader market. While revenue is only expected to grow at 1.9% per year, significantly slower than the US market average, investors might be drawn in by CAR’s strong profit trajectory and its attractive...
OTCPK:LKNC.Y
OTCPK:LKNC.YHospitality

What Luckin Coffee (LKNC.Y)'s Market Share Victory Over Starbucks Means for Shareholders

Luckin Coffee surpassed Starbucks in China by the end of 2024, reaching 22,300 stores and taking the lead in sales through rapid expansion, digital operations, and aggressive pricing strategies. The company's approach of blending coffee and tea beverages and integrating digital ordering has reshaped market preferences but raises questions about competition, product differentiation, and long-term profitability. We'll now examine how Luckin Coffee's rise to market leader through digital...
NYSE:BF.B
NYSE:BF.BBeverage

Brown-Forman (BF.B): Evaluating Value as Analysts Prepare for Weaker Results After High-Profile Partnership Exits

Brown-Forman (BF.B) faces heightened attention ahead of its second-quarter results, as analysts brace for weaker earnings and revenue compared to last year because of recent changes in several business partnerships. See our latest analysis for Brown-Forman. Shares of Brown-Forman have struggled to find solid footing this year, with a 1-month share price return of 4.1% but a sharp 24.1% decline year-to-date. This reflects shifting investor sentiment after the company’s high-profile partnership...
NYSE:SOC
NYSE:SOCOil and Gas

Could Regulatory Delays Shift Sable Offshore’s (SOC) Long-Term Strategy in Santa Barbara?

In October 2025, Sable Offshore Corp. announced that a Santa Barbara Superior Court tentative ruling would deny its claims against the California Coastal Commission, allowing the Commission's cease and desist order to stand and continuing to block key repairs to the Las Flores Pipeline System. This legal development adds further complexity to Sable Offshore's ongoing efforts to resume petroleum transportation and recovery activities at the Santa Ynez Unit, underscoring heightened regulatory...
NYSE:EXPD
NYSE:EXPDLogistics

How Investors Are Reacting To Expeditors International (EXPD) Falling Revenue Amid Order Postponements

In recent days, Expeditors International of Washington reported declining revenue and lower earnings per share, primarily attributed to customers postponing their orders. This trend reflects a broader slowing in demand for logistics and freight forwarding services, raising concerns about the pace of recovery in the sector. We'll explore how the impact of customer order postponements has shifted Expeditors International's investment narrative and operational outlook. The end of cancer? These...
NasdaqGS:HAS
NasdaqGS:HASLeisure

Does Upgraded Guidance and KPop Demon Hunters Deal Change the Bull Case for Hasbro (HAS)?

On October 23, 2025, Hasbro issued new earnings guidance for 2025, anticipating high-single digit revenue growth in constant currency, and also confirmed a quarterly cash dividend of US$0.70 per share for December. Netflix recently announced Hasbro as a global co-master toy licensee for the fast-rising KPop Demon Hunters franchise, signaling Hasbro's expanding reach into major pop culture collaborations and merchandise opportunities tied to blockbuster entertainment properties. We'll examine...
NasdaqGS:OLED
NasdaqGS:OLEDSemiconductor

Universal Display (OLED): Valuation in Focus After Global Expansion and Vapor Jet Printing Investment

Universal Display (OLED) recently made headlines as its subsidiary announced the opening of a global headquarters and R&D center in Singapore. The company also revealed plans to invest SGD 50 million in advancing its proprietary printing technology. See our latest analysis for Universal Display. Shares of Universal Display have felt some pressure over the past year, with a 12-month total shareholder return of -29.84%, even as the company’s expansion signals long-run growth ambitions. Despite...
NYSE:BG
NYSE:BGFood

Bunge (BG): Valuation Insights as Analyst Optimism Builds on Strong Execution and Upbeat Q3 Outlook

Markets responded positively to Bunge Global (BG) after management signaled stronger than expected third quarter results, citing Viterra’s improved performance. This reinforced the company’s reputation for prudent guidance ahead of its Q3 earnings call. See our latest analysis for Bunge Global. After some volatility earlier in the year, Bunge Global’s share price has surged with a 17.6% gain over the past month. This reflects renewed momentum as investors factor in the company’s strong track...
NasdaqGS:CORZ
NasdaqGS:CORZSoftware

Core Scientific (CORZ): Assessing Valuation as Shares Rally on Strong Revenue Growth and New HPC Contract

Core Scientific (CORZ) has seen steadily rising returns this past month, catching the attention of investors seeking growth in the digital infrastructure sector. Shares have gained 19% over the past month and this adds to its strong year-to-date momentum. See our latest analysis for Core Scientific. Core Scientific’s momentum is hard to ignore, with a 19.2% one-month share price return adding to a robust 38.7% gain year-to-date. Combined with a 40.5% total return over the past year, it is...