NasdaqGS:HOOD
NasdaqGS:HOODCapital Markets

Robinhood (HOOD) Is Down 7.6% After CFO Transition and New Product Launch – Has Strategy Shifted?

Robinhood Markets recently reported record third-quarter results, announced the planned retirement of CFO Jason Warnick, and named longtime finance executive Shiv Verma as his successor, while also launching new mortgage offerings for Robinhood Gold subscribers through a partnership with Sage Home Loans. Although revenue, net income, and customer asset deposits achieved new highs, investors expressed concern over rising operating expenses, missed expectations in crypto revenues, and...
NYSE:PBF
NYSE:PBFOil and Gas

PBF Energy (PBF) Is Up 13.5% After Q3 Profit Return and Dividend Reaffirmation Has the Thesis Shifted?

PBF Energy reported a return to profitability in the third quarter of 2025, with net income of US$170.1 million and reaffirmed both its regular dividend and production guidance for the upcoming quarter. Alongside improved operational performance, the company maintained strong liquidity and planned executive participation at key industry conferences, highlighting a focus on stability and investor engagement. We'll examine how PBF Energy's return to quarterly profitability and maintained...
NYSE:MTH
NYSE:MTHConsumer Durables

How Investors Are Reacting To Meritage Homes (MTH) Slashed Q3 Profits and Lowered EPS Outlook

Meritage Homes recently reported third quarter 2025 results, showing net income of US$99.3 million and diluted EPS of US$1.39, compared to US$195.97 million and US$2.67 a year earlier, and provided new earnings guidance for the fourth quarter with a diluted EPS range of US$1.51 to US$1.70. Despite continued progress on its share repurchase program, the company is facing much lower earnings and profit margins compared to the prior year, highlighting ongoing headwinds in its operating...
NYSE:AXP
NYSE:AXPConsumer Finance

American Express (AXP): Valuation Perspective Following Strong Q3 Results and Upgraded Full-Year Outlook

American Express (AXP) caught investor attention after reporting strong Q3 results, highlighted by an 8% jump in card spending and record quarterly revenue. The company also raised its full-year outlook, which reinforces its growth narrative. See our latest analysis for American Express. The surge in American Express’s share price has picked up steam since its record-breaking Q3 update, with momentum fueled by ongoing product launches and its growing presence in high-profile events like the...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Cloud AI Update - Cloud Computing Market Set For Significant 2033 Growth

The U.S. cloud computing market is expected to experience significant growth, expanding from $221.69 billion in 2024 to $871.61 billion by 2033, driven by a compound annual growth rate (CAGR) of 16.43%. This expansion is fueled by digital transformations across various industries such as manufacturing, finance, and healthcare, alongside growing demands for SaaS and secure cloud solutions. While challenges like data security and compliance persist, these are being addressed through government...
NYSE:ATHM
NYSE:ATHMInteractive Media and Services

Autohome (NYSE:ATHM) Valuation in Focus Following Strong Earnings, Dividend Hike, and Buyback Expansion

Autohome (NYSE:ATHM) released new quarterly results that caught investors’ attention, highlighting steady revenue growth and a significant increase in online marketplace revenues due to new platform features and AI-driven upgrades. See our latest analysis for Autohome. Autohome’s latest earnings, dividend hike, and active buyback program have all sent strong signals to the market, but these positives have not yet translated into upward momentum for shareholders. The stock’s 1-year total...
NYSE:OXY
NYSE:OXYOil and Gas

The Bull Case For Occidental Petroleum (OXY) Could Change Following OxyChem Sale and Q3 2025 Earnings Results

Occidental Petroleum recently reported third-quarter 2025 results, revealing a year-over-year decline in revenue and net income despite production exceeding guidance at 1,465 thousand barrels of oil equivalent per day. An important development from the past quarter was the completed US$9.7 billion sale of its OxyChem business to Berkshire Hathaway, aimed at reducing debt and improving annual interest expenses by US$350 million. We’ll explore how Occidental’s increased production and efforts...
NasdaqGS:CMPR
NasdaqGS:CMPRCommercial Services

Cimpress (CMPR): Assessing Valuation After Profitability Return and 2026 Guidance Reaffirmation

Cimpress (CMPR) shares are drawing attention after the company reported a return to profitability for the latest quarter and reaffirmed its revenue and earnings guidance for 2026, which highlights confidence in sustained growth. See our latest analysis for Cimpress. Cimpress’s return to profitability and confident 2026 outlook appear to be driving fresh optimism. The share price is up over 6% in the past month and 12% for the last quarter. However, total shareholder return for the past year...
NYSE:TRNO
NYSE:TRNOIndustrial REITs

Terreno Realty (TRNO): Evaluating Valuation as Stronger Financials and New Leases Drive Operational Momentum

Terreno Realty (TRNO) just released its third quarter report, showing marked gains in revenue and net income along with several fresh long-term leases. These updates offer investors a direct look at operational progress and stability. See our latest analysis for Terreno Realty. Terreno Realty’s share price showed clear momentum recently, climbing 9.3% over the past month and advancing 13.3% in the latest quarter, as the company inked major new leases and affirmed another dividend. On a longer...
NYSE:TDS
NYSE:TDSWireless Telecom

How a $500 Million Buyback and Fiber Milestone Could Shape TDS’s Transformation Plan

In early November 2025, Telephone and Data Systems, Inc. announced a US$500 million boost to its share repurchase authorization and reported improved net income for the third quarter, following the completed sale of its wireless operations to T-Mobile and continued execution of its fiber and tower growth strategy. This move coincides with the company surpassing 1 million marketable fiber service addresses and a substantial increase in site rental revenues at its Array Digital Infrastructure...