NYSE:T
NYSE:TTelecom

How AT&T’s 15% Rally and 5G Partnerships Could Signal a Value Opportunity in 2025

If you have ever wondered whether AT&T's stock is truly a bargain, you are not alone. Let's break down what's happening with its valuation. Shares have seen a 15.0% jump over the past year, but the stock is down -2.3% this week and -5.1% over the last month. This shows just how quickly sentiment can shift. Recent headlines have focused on AT&T’s ongoing network expansion and partnerships aimed at strengthening its 5G offering. Both of these factors have energized investor interest and...
NasdaqGS:SBRA
NasdaqGS:SBRAHealth Care REITs

Why Is Sabra Health Care REIT (SBRA) Gaining After Strong Senior Housing NOI and a Moody’s Upgrade?

On November 5, 2025, Sabra Health Care REIT reported its third-quarter results, highlighting revenue of US$190.04 million, net income of US$22.54 million, and consistent funds from operations meeting analyst expectations. A key insight is Sabra’s 13.3% year-over-year increase in same-store managed senior housing Cash NOI and the recent Moody’s upgrade, which point to strengthened financial health and opportunities for continued growth in senior housing. Next, we'll explore how increasing...
NYSE:NSC
NYSE:NSCTransportation

Is Norfolk Southern a Growth Opportunity After Its 6.3% Pullback?

Wondering if Norfolk Southern is trading at a bargain or already priced to perfection? You are not alone, plenty of investors are asking the same question right now. While the share price has climbed 19.7% year-to-date, it has pulled back by 6.3% over the last month, making some think twice about its growth prospects or shifting risk appetite. Recent news has focused on the company’s substantial investments in safety and infrastructure, alongside ongoing conversations around regulatory...
NYSE:USB
NYSE:USBBanks

A Look at U.S. Bancorp’s Valuation Following Strong Q3 Results and Fresh Product Launches

U.S. Bancorp (USB) grabbed investor attention after reporting its Q3 2025 results, which showed faster revenue growth, disciplined expense control, and growing fee income. These solid fundamentals were paired with fresh credit card product launches. See our latest analysis for U.S. Bancorp. Recent product launches and high-profile partnerships have helped U.S. Bancorp sustain fresh momentum. The share price has climbed 6% over the past 90 days despite a modest drop for the year. Looking...
NYSE:ORA
NYSE:ORARenewable Energy

Ormat Technologies (ORA) Is Up 6.2% After Revenue Growth and Geothermal Partnership Announcement – What's Changed

Ormat Technologies recently reported growth in third quarter revenue and net income, issued 2025 revenue guidance of US$960 million to US$980 million, and declared a US$0.12 quarterly dividend payable in December 2025. In addition, Ormat and SLB announced a partnership to accelerate development of enhanced geothermal systems, expanding opportunities to deploy next-generation geothermal technology beyond conventional resource areas. Next, we'll consider how the joint venture with SLB to...
NYSE:FCX
NYSE:FCXMetals and Mining

What Freeport-McMoRan (FCX)'s Leadership Shift in Americas Operations Means for Shareholders

Freeport-McMoRan recently announced that A. Cory Stevens has been appointed President and Chief Operating Officer of Freeport Americas, effective December 1, 2025, expanding his oversight over the company's North and South American operations following his leadership of the Indonesian smelter project and technical organization. This leadership transition comes as the company focuses on ramping up innovative growth projects and operational initiatives, including the large-scale smelter in...
NasdaqCM:CLSK
NasdaqCM:CLSKSoftware

A Fresh Look at CleanSpark’s Valuation Following Major Texas AI Data Center Expansion and Strategic Shift

CleanSpark, Inc. has taken a bold step toward diversifying its business by acquiring 271 acres in Texas and securing 285 megawatts of power to build an advanced data center campus for AI and high-performance computing. See our latest analysis for CleanSpark. CleanSpark’s bold leap into AI infrastructure, fresh off securing a partnership with Submer and a major Texas land deal, has caught the market’s attention. With momentum building, the stock’s 75% year-to-date share price gain and 27.6%...
NYSE:SAM
NYSE:SAMBeverage

THC Gummies Launch and Leadership Change Might Change The Case For Investing In Boston Beer Company (SAM)

In late October 2025, The Boston Beer Company reported higher net income and earnings per share despite lower sales, launched THC-infused Emerald Hour gummies in Canada, and announced a Chief People Officer transition from Carolyn L. O’Boyle to Laura J. Boynton. These developments highlight Boston Beer's focus on innovating within emerging beverage segments while maintaining stability in its leadership team. We'll examine how the successful launch of THC edibles could reshape Boston Beer's...
NYSE:BHVN
NYSE:BHVNBiotechs

Biohaven (BHVN): Assessing Valuation After FDA Rejects VYGLXIA and Strategic Restructuring

Biohaven (BHVN) shares dropped this week after the FDA rejected its New Drug Application for VYGLXIA targeting spinocerebellar ataxia. The agency cited concerns over the supporting study design and real-world evidence. In response, Biohaven announced it will shift strategy by reducing its annual research spending and pausing or delaying non-priority projects. The company aims to safeguard resources for key clinical assets in its pipeline. See our latest analysis for Biohaven. Biohaven’s share...
NYSE:COR
NYSE:CORHealthcare

Cencora (COR): $713 Million One-Off Loss Challenges Premium Growth Narrative

Cencora (COR) grew its earnings by an average 48.8% per year over the past five years, but growth slowed to just 2.2% in the latest year as revenue is projected to expand at 6.7% annually, trailing the broader US market's 10.5% forecast. Net profit margins fell to 0.6%, compared to 0.7% a year ago, with results affected by a one-off $713.2 million loss for the twelve months ending September 30, 2025. While the outlook calls for 11% annual earnings growth, this pace lags behind the US market's...
NYSE:AIZ
NYSE:AIZInsurance

Assurant (AIZ): Margin Compression Challenges Bullish Community Narratives Despite Fair Value Discount

Assurant (AIZ) posted a net profit margin of 5.8%, down from last year's 6.9%, while earnings have grown at an average rate of 9.7% annually over the past five years. Market forecasts suggest earnings and revenue will continue to rise at 11.9% and 4.1% per year respectively, both trailing the broader US market’s growth outlook. Shares currently trade at a P/E of 15.4x, above industry and peer averages, but the price remains below an internally estimated fair value, putting the spotlight on...
NasdaqGM:NMIH
NasdaqGM:NMIHDiversified Financial

NMI Holdings (NMIH) Margin Holds Above 55%, Reinforcing Value Narrative Despite Slower Growth

NMI Holdings (NMIH) reported a net profit margin of 55.6%, just under last year’s 56.4%, with earnings for the past year up 8.4%. Forward guidance calls for earnings growth of 2.8% per year and revenue growth of 5.9% annually, both trailing forecasts for the broader US market. The company’s solid value signals, low risk profile, and strong track record are factors that may stand out to investors, even as future growth is projected to be somewhat slower than historical averages. See our full...
NYSE:EW
NYSE:EWMedical Equipment

How Strong Clinical Data and Upbeat Guidance at Edwards Lifesciences (EW) Have Changed Its Investment Story

In the past week, Edwards Lifesciences reported third quarter results with US$1.55 billion in sales, raised its full-year sales growth guidance, announced a transition plan for its CFO, and shared new robust clinical data supporting its mitral and tricuspid valve therapies. These clinical milestones, including long-term valve performance and real-world patient outcomes, underpin Edwards' ongoing expansion in transcatheter heart therapies and reinforce its leadership in next-generation...
NYSE:CNX
NYSE:CNXOil and Gas

Has the Recent Jump in Gas Demand Forecasts Changed the Outlook for CNX Resources in 2025?

If you’ve ever wondered whether CNX Resources is a bargain or priced for perfection, you’re not alone. Figuring that out is where smart investing starts. Despite a tough year with the stock down 8.3% over the last 12 months, short-term performance is turning around, up 7.1% just this week. Recent news has focused on increased natural gas demand forecasts and shifting analyst sentiment, which are fueling renewed interest in energy stocks like CNX. Momentum from policy changes around domestic...