NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Is Microsoft's (MSFT) AI Investment Surge Redefining Its Long-Term Growth Strategy?

In the past week, Microsoft announced an array of new AI-powered product launches and partnerships, including collaborations on next-generation design and data tools, major expansions in AI infrastructure, and a strengthened commitment to cloud and security solutions. This surge in AI and cloud innovation is highlighted by robust enterprise adoption, expanded long-term commitments from partners like OpenAI, and continued momentum in delivering sector-specific applications through the Azure...
NYSE:RDN
NYSE:RDNDiversified Financial

Radian Group (RDN): Evaluating Share Valuation After Mixed Q3 Results Reveal Revenue Decline, EPS Growth

Radian Group (RDN) just released its third-quarter financial results, reporting a drop in both revenue and net income along with a slight uptick in diluted earnings per share from continuing operations. Investors are weighing what this means moving forward. See our latest analysis for Radian Group. Radian Group’s latest earnings have added a new twist to its story, with a year-on-year revenue dip but an uptick in per-share earnings causing investors to reevaluate their outlook. The share...
NYSE:KFY
NYSE:KFYProfessional Services

Korn Ferry (KFY): Revisiting Valuation After Recent Share Price Declines

Korn Ferry (KFY) stock has underperformed over the past year, with shares down 14% and slight declines seen month to month. The valuation now prompts some investors to revisit its long-term potential, given its historical returns. See our latest analysis for Korn Ferry. Korn Ferry’s recent share price declines reflect a cautious tone in the market, as investors weigh modest recent growth against changing sentiment. With the 1-year total shareholder return down 14.4% despite solid longer-term...
NasdaqGS:SBRA
NasdaqGS:SBRAHealth Care REITs

Sabra Health Care REIT (SBRA): Assessing Valuation Following Q3 Earnings Growth, Acquisitions, and Upgraded Guidance

Sabra Health Care REIT (SBRA) made headlines after releasing its third quarter earnings, marked by higher same-store managed senior housing Cash NOI, recent property acquisitions, and an increase to its earnings guidance for 2025. See our latest analysis for Sabra Health Care REIT. Sabra's latest quarterly update brought a wave of optimism, with a surge in managed senior housing Cash NOI, new acquisitions, and an earnings guidance upgrade all fueling investor confidence. After these...
NYSE:AMP
NYSE:AMPCapital Markets

Did Ameriprise Financial’s (AMP) Earnings Surge and Buyback Just Shift Its Investment Narrative?

In the past week, Ameriprise Financial reported robust third-quarter results with revenue of US$4.89 billion, net income of US$912 million, and announced the completion of a US$988.99 million share repurchase program along with a quarterly dividend of US$1.60 per share. Notably, the company’s quarterly net income nearly doubled compared to the previous year, suggesting meaningful progress in operational and financial performance. We’ll assess how Ameriprise Financial’s strong earnings growth...
NasdaqGS:RPRX
NasdaqGS:RPRXPharmaceuticals

A Look at Royalty Pharma’s (RPRX) Valuation Following Upgraded Guidance and Buybacks

Royalty Pharma (RPRX) just raised its full-year guidance after releasing third quarter results, highlighting stronger revenue and ongoing expansion of its royalty portfolio. Investors are watching as the company increases buybacks and makes strategic acquisitions. See our latest analysis for Royalty Pharma. Royalty Pharma’s upgraded full-year outlook and ongoing share buybacks have fueled momentum in the share price. The stock notched a 13% gain over the past month and now boasts a...
NYSE:FDS
NYSE:FDSCapital Markets

A Fresh Look at FactSet Research Systems (FDS) Valuation as Shares Slide 3% This Week

FactSet Research Systems (FDS) shares closed at $253.62, reflecting a 3% decline over the past week and down 8% this month. Investors are taking stock of its performance following recent market action. See our latest analysis for FactSet Research Systems. FactSet’s momentum has steadily faded, with the share price now down 47% year-to-date and the one-year total shareholder return also deeply negative at -45.96%. Persistent weakness hints at shifting investor sentiment, even as the business...
NYSE:EHC
NYSE:EHCHealthcare

Encompass Health (EHC): Assessing Valuation After Strong Q3 Results and Upgraded 2025 Outlook

Encompass Health (EHC) just issued an earnings update that stands out, not only for a solid third quarter but also for revising its 2025 earnings guidance upward. Management’s move suggests a brighter business outlook ahead. See our latest analysis for Encompass Health. After posting upbeat results and raising 2025 guidance, Encompass Health’s share price has cooled a little recently, down 8.1% over the past month. However, it has still built real momentum for the year with a year-to-date...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Coupang (NYSE:CPNG) Valuation in Focus Following Strong Q3 Results and Upbeat Margin Improvements

Coupang (NYSE:CPNG) just reported its third-quarter earnings, topping forecasts on both revenue and net income. Year-over-year growth remained solid, and profit margins showed improvement in the company’s main business. See our latest analysis for Coupang. Despite a recent dip following third-quarter earnings, Coupang’s 2025 story remains compelling. After a strong first nine months, highlighted by revenue and earnings beats, a share buyback, and the Farfetch acquisition, the 30.1%...
NasdaqGS:RUN
NasdaqGS:RUNElectrical

Sunrun (RUN): Evaluating Valuation After Strong Earnings Reversal and Sales Growth

Sunrun (RUN) just released its third quarter results, and the numbers have turned some heads. The company swung from a loss last year to a solid net income, thanks to higher revenue and stronger sales. See our latest analysis for Sunrun. After spending much of the past year in the red, Sunrun's share price has staged a dramatic comeback, with a 72% share price return over the past three months and year-to-date gains reaching 100%. The stock's resurgence has picked up steam following its swing...
NasdaqGS:OTEX
NasdaqGS:OTEXSoftware

Is Open Text’s Valuation Justified After Cloud Expansion and Recent Price Swings?

Wondering if Open Text stock is actually a bargain, or if the recent buzz is just noise? You are not alone. We are diving right into what matters for its value. While Open Text shares are up an impressive 27.4% year-to-date and have delivered 26.1% over the past 12 months, there has been some volatility lately with a 5.0% dip in just the past week. Recent headlines have been filled with Open Text’s strategic moves in digital transformation and cloud expansion, especially its partnerships and...
NYSE:AORT
NYSE:AORTMedical Equipment

A Fresh Look at Artivion (AORT) Valuation After Strong Q3 Results and Raised 2025 Guidance

Artivion (AORT) grabbed investor attention after announcing a strong third quarter, with revenue and profit jumping compared to last year. Alongside these results, management raised full-year guidance for 2025, citing sustained business momentum. See our latest analysis for Artivion. Strong execution and a string of positive updates have fueled Artivion’s momentum, with the stock up over 69% so far this year and a total shareholder return of nearly 64% over the past twelve months. The market...
NasdaqGS:WIX
NasdaqGS:WIXIT

A Fresh Look at Wix.com (WIX) Valuation Following Recent Tech Sector Volatility

Wix.com (WIX) shares have experienced a bumpy ride this month, with swings that reflect investor sentiment across the tech sector. As investors weigh broader market factors, Wix.com continues to stand out for its steady revenue growth. See our latest analysis for Wix.com. Wix.com’s share price has swung back and forth this year, reflecting the market's shifting outlook amid tech volatility. While short-term share price returns remain negative, the three-year total shareholder return still...
NasdaqGS:IEP
NasdaqGS:IEPIndustrials

Icahn Enterprises (IEP) Surges 13.4% After Strong Q3 Earnings and Asset Value Gains Has the Narrative Shifted?

Icahn Enterprises L.P. reported third-quarter 2025 results, posting US$281 million in net income and US$383 million in adjusted EBITDA, both rising sharply year-over-year and exceeding analyst expectations. An interesting development from the report is the significant US$567 million increase in indicative net asset value, primarily credited to strong gains in its investment positions and the energy segment. With adjusted EBITDA more than doubling year-over-year, we’ll examine how this shift...