NasdaqCM:PDEX
NasdaqCM:PDEXMedical Equipment

Pro Dex (PDEX) One Off Gain Clouds 68% Trailing Earnings Growth Narrative

Pro-Dex (PDEX) has released its Q2 2026 numbers, reporting revenue of US$18.7 million and Basic EPS of US$0.67. The company’s quarterly revenue moved from US$16.8 million and EPS of US$0.63 in Q2 2025 to US$18.7 million and EPS of US$0.67 in Q2 2026, while trailing twelve month revenue reached US$72.1 million alongside Basic EPS of US$3.48. Together with a trailing year net margin of 15.7%, these figures highlight how much of the current margin profile comes from the core business rather than...
NasdaqGM:NEWT
NasdaqGM:NEWTDiversified Financial

NewtekOne (NEWT) Net Margin Improvement Challenges Bearish Earnings Narratives

NewtekOne FY 2025 earnings snapshot NewtekOne (NEWT) has put up another solid set of numbers for FY 2025 so far, with Q3 revenue at US$99.5 million and basic EPS of US$0.68 alongside net income of US$17.4 million. The company has seen quarterly revenue move from US$81.4 million and EPS of US$0.43 in Q2 2024 to US$92.8 million and US$0.53 in Q2 2025, and more recently US$99.5 million and US$0.68 in Q3 2025. This feeds into trailing twelve month EPS of US$2.27 on revenue of US$380.4 million...
NasdaqGS:TENB
NasdaqGS:TENBSoftware

Assessing Tenable Holdings (TENB) Valuation After Launch Of Tenable One AI Exposure Platform

AI Exposure launch puts Tenable Holdings (TENB) in focus Tenable Holdings (TENB) has rolled out Tenable One AI Exposure, a new capability within its exposure management platform that targets AI related risk across SaaS, cloud services, APIs and on premises environments. The launch centers on unified visibility into sanctioned and shadow AI, contextual insight into how AI ties into infrastructure and identities, and tools for reducing AI related exposure and supporting governance and...
NasdaqGS:NBIS
NasdaqGS:NBISSoftware

Nebius Wins Israel AI Supercomputer Role And Expands Infrastructure Story

Nebius Group (NasdaqGS:NBIS) has been selected by the Israel Innovation Authority to operate and develop Israel’s national AI supercomputer infrastructure. The decision follows a competitive process and places Nebius at the core of Israel’s AI compute capabilities. The mandate covers both the buildout and ongoing operation of high performance infrastructure for AI workloads. Nebius Group focuses on cloud and AI infrastructure, an area that has attracted growing attention as more workloads...
NasdaqGS:CNOB
NasdaqGS:CNOBBanks

ConnectOne Bancorp Marks Largest Deal And Push Into AI Efficiency

ConnectOne Bancorp (NasdaqGS:CNOB) completed the largest transaction in its history. The bank executed a full systems conversion shortly after the deal closed. The company outlined plans to consolidate branches and expand use of technology and AI. ConnectOne Bancorp, a regional banking company focused on commercial and consumer clients, is entering a period of operational change that goes beyond its usual financial updates. Completing its biggest deal to date alongside a full systems...
NYSE:FICO
NYSE:FICOSoftware

Is It Time To Reassess Fair Isaac (FICO) After The Recent Share Price Slide

If you are wondering whether Fair Isaac's premium share price still lines up with its underlying value, or if expectations have run ahead of the fundamentals, this article walks through the numbers in a clear, practical way. The stock last closed at US$1,463.17, with returns of a 5.3% decline over 7 days, a 13.5% decline over 30 days, an 11.0% decline year to date and a 21.9% decline over 1 year, set against very large gains over 3 and 5 years of 114.8% and 206.2% respectively. Recent...
NasdaqGS:BUSE
NasdaqGS:BUSEBanks

How Investors Are Reacting To First Busey (BUSE) Earnings Beat, Leadership Change And Buyback Completion

In late January 2026, First Busey Corporation reported fourth-quarter 2025 results showing higher net interest income of US$157,560,000 and net income of US$60,750,000 year on year, while confirming the separation of longtime executive Michael J. Maddox and related leadership changes at Busey Bank. The quarter also featured robust revenue that surpassed analyst expectations, record wealth management fee income driven by higher assets under care, and completion of a long-running share...
NYSE:ROK
NYSE:ROKElectrical

Is Rockwell Automation (ROK) Pricing Reflect Strong Share Gains Or Stretching Valuation Limits

If you are wondering whether Rockwell Automation's current share price lines up with its underlying value, you are not alone. This article focuses squarely on what the numbers can and cannot tell you about that question. The stock most recently closed at US$421.65, with stated returns of 0.9% over 7 days, 8.4% over 30 days, 5.8% year to date, 53.9% over 1 year, 53.2% over 3 years and 89.1% over 5 years. Recent coverage has highlighted Rockwell Automation as a key name in industrial...
NYSE:BHC
NYSE:BHCPharmaceuticals

Phase 3 RED-C Miss for Hepatic Encephalopathy Prevention Might Change The Case For Investing In Bausch Health Companies (BHC)

In January 2026, Bausch Health Companies Inc. reported that its global Phase 3 RED-C program testing amorphous-rifaximin solid soluble dispersion in adults with liver cirrhosis for primary prevention of hepatic encephalopathy did not meet its primary endpoint, despite a favorable safety and tolerability profile. This outcome highlights both the clinical challenges in preventing hepatic encephalopathy and the implications for Bausch Health’s efforts to expand its hepatology pipeline. We...
NYSE:CIVI
NYSE:CIVIOil and Gas

Civitas Merger With SM Energy Reshapes Valuation And Investor Exposure

SM Energy has completed its merger with Civitas Resources, with the combined company operating under the SM Energy name. The deal creates a larger oil and gas producer with a revised leadership team and board structure. Civitas Resources, previously listed as NYSE:CIVI, is being removed from multiple major equity indices following the merger. The new ownership structure affects existing shareholders, index funds, and institutional investors with exposure to NYSE:CIVI. Civitas Resources,...
NYSE:FPH
NYSE:FPHReal Estate

Five Point Holdings (FPH) Net Margin Surge Reinforces Bullish Undervaluation Narratives

Recent Earnings Snapshot Five Point Holdings (FPH) has just posted its FY 2025 third quarter numbers, with revenue of US$13.5 million, basic EPS of US$0.30 and net income, excluding extra items, of US$21.1 million setting the tone for the latest update. The company has seen revenue move from US$51.2 million in Q2 2024 to US$159.8 million in Q4 2024 and then remain in a US$13.2 million to US$17.0 million range across the last four reported quarters. Over that same stretch, quarterly EPS has...
NYSE:CFG
NYSE:CFGBanks

Citizens Financial Group (CFG) Valuation Check After Earnings Beat And Strong Operating Performance

Citizens Financial Group (CFG) is back in focus after fourth quarter earnings topped Wall Street expectations, with management highlighting net interest margin, fee income from wealth and capital markets, and tight cost control as key supports. See our latest analysis for Citizens Financial Group. The share price has climbed over recent months, with a 7.82% 1 month share price return and 23.81% 3 month share price return, while the 1 year total shareholder return of 36.28% points to building...
NYSE:WFC
NYSE:WFCBanks

Do Wells Fargo’s (WFC) Higher CEO Pay and Earnings Miss Recast Its Regulatory Progress Story?

In recent weeks, Wells Fargo reported fourth-quarter 2025 earnings that missed analyst expectations partly because of US$612 million in severance costs and slightly lower interest income guidance, while also seeing longstanding Federal Reserve growth constraints lifted. The board simultaneously set CEO Charlie Scharf’s 2025 compensation at US$40 million, highlighting the weight it places on regulatory progress and operational change. Against this backdrop, we'll examine how the combination...
OTCPK:SFDL
OTCPK:SFDLBanks

Security Federal (OTCPK:SFDL) Net Interest Margin Strengthens Bullish Profitability Narratives

Security Federal (SFDL) has put up a solid headline quarter for FY 2025 Q3, with total revenue of about US$14.9 million, basic EPS of roughly US$1.01 and net income of US$3.2 million, backed by a net profit margin of 19.8% over the last twelve months and year over year earnings growth of 17.4%. Over recent periods, revenue has moved from about US$12.5 million in FY 2024 Q3 to US$13.9 million in FY 2025 Q2 and now US$14.9 million in FY 2025 Q3, while trailing twelve month EPS has shifted from...
NYSE:OLN
NYSE:OLNChemicals

Olin (OLN) Q4 Loss And Weak Coverage Challenge Bullish Turnaround Narratives

Olin (OLN) closed FY 2025 with Q4 revenue of US$1,665.1 million and a basic EPS loss of US$0.75, compared with Q4 FY 2024 revenue of US$1,671.3 million and basic EPS of US$0.09. Over the past year, the company has seen quarterly revenue move between US$1,644.2 million and US$1,758.3 million. Basic EPS has ranged from a profit of US$0.37 in Q3 FY 2025 to small profits or losses in earlier quarters, contributing to a full year in which margins stayed under pressure and profitability remained...
NYSE:VNT
NYSE:VNTElectronic

A Look At Vontier (VNT) Valuation After Mixed Results And Raised Full Year Guidance

Event driven move in Vontier stock Vontier (VNT) recently posted mixed quarterly results, pairing a narrow revenue beat and higher full year guidance with softer next quarter EPS guidance. This combination coincided with a 16% share price decline. See our latest analysis for Vontier. That post earnings drop comes after a softer 90 day share price return of 2.6% and a slightly negative year to date move. The 3 year total shareholder return of 58.54% still points to a much stronger longer term...
NYSE:LMND
NYSE:LMNDInsurance

Can Lemonade’s (LMND) Tesla-Linked Autonomous Insurance Deepen Its Data Advantage In Auto?

Lemonade recently launched Lemonade Autonomous Car insurance, a usage-based policy tailored to self-driving vehicles that cuts per‑mile rates for Tesla Full Self-Driving usage by about half in Arizona, with Oregon to follow. The product stems from a technical collaboration with Tesla that feeds rich vehicle and software data into Lemonade’s AI models, allowing premiums to reflect differences between autonomous and human driving, as well as specific FSD software versions. Next, we’ll examine...
NYSE:IEX
NYSE:IEXMachinery

Is IDEX (IEX) Fairly Priced After Recent Share Price Rebound?

If you are wondering whether IDEX at around US$198.55 is priced for opportunity or caution, this article walks through what the current share price might be implying about the company’s value. The stock is up 1.7% over the last 7 days and 11.6% over the last 30 days, while the 1-year return sits at a 10.1% decline and the 5-year return is 9.9%, which gives a mixed picture of recent momentum and risk. Recent coverage around IDEX has focused on its role in the broader capital goods space and...
NasdaqGS:CYTK
NasdaqGS:CYTKBiotechs

The Bull Case For Cytokinetics (CYTK) Could Change Following MYQORZO’s FDA-Backed Commercial Debut – Learn Why

Cytokinetics has launched MYQORZO (aficamten) in the U.S. following FDA approval for adults with symptomatic obstructive hypertrophic cardiomyopathy, supported by a REMS safety program and a personalized patient support service. This move marks Cytokinetics’ shift into a commercial biopharmaceutical company, introducing a new myosin inhibitor option in a market already served by Bristol Myers Squibb’s Camzyos. We’ll now examine how the commercial rollout of MYQORZO and its REMS-enabled...
NasdaqGS:PZZA
NasdaqGS:PZZAHospitality

Papa John's New Pan Pizza Tests Brand Refresh And Sales Upside

Papa John's International (NasdaqGS:PZZA) is rolling out a new Pan Pizza nationwide across the United States. The launch follows years of recipe development and features a six cheese blend and a focus on bold flavors. The company is using this menu change as one way to address weaker same store sales and refresh its brand appeal. Papa John's, known for its focus on quality ingredients in the quick service pizza segment, is adding a new Pan Pizza to broaden its offering. For investors, menu...
NYSE:CARR
NYSE:CARRBuilding

Evaluating Carrier Global (CARR) After Portfolio Exit And HVAC Focus Shape Investor Expectations

Carrier Global (CARR) has just finished exiting its non-core operations and is now centered on HVAC and climate solutions, as investors watch upcoming earnings and a dividend payment alongside regulatory and heat pump trends. See our latest analysis for Carrier Global. Carrier Global’s share price has climbed 11.32% year to date and delivered a 12.76% 1 month share price return. Its 1 year total shareholder return of a 7.56% decline contrasts with 3 and 5 year total shareholder returns of...
OTCPK:OAKC
OTCPK:OAKCBanks

Oakworth Capital (OTCPK:OAKC) Margin Expansion To 24.3% Tests Bearish Narratives

Oakworth Capital (OAKC) has capped FY 2025 with fourth quarter revenue of US$21.1 million and basic EPS of US$1.05, while trailing twelve month revenue and EPS came in at US$78.8 million and US$3.95 respectively, alongside a net profit margin of 24.3% versus 12.8% a year earlier. Over the past few quarters, revenue has moved from US$18.0 million in Q4 2024 to US$21.1 million in Q4 2025 and quarterly EPS has shifted from roughly US$0.79 to US$1.05, setting up a results season where the focus...
NasdaqGM:FINW
NasdaqGM:FINWBanks

FinWise Bancorp (FINW) Q3 Net Interest Margin Strengthens Bullish Profitability Narratives

FinWise Bancorp (FINW) just turned in another busy quarter, with Q3 FY 2025 revenue of US$23.9 million and basic EPS of US$0.36 helping to lift trailing twelve month revenue to US$80.2 million and EPS to US$1.18. The company has seen revenue move from US$17.2 million in Q4 FY 2024 to US$23.9 million in Q3 FY 2025, while quarterly EPS shifted from US$0.27 to US$0.36 and trailing twelve month net profit margins eased from 20.5% to 18.8% alongside earnings growth of 5.4% over the last year. With...
OTCPK:CBBI
OTCPK:CBBIBanks

CBB Bancorp (OTCPK:CBBI) Steady Net Interest Margin Challenges Margin‑Compression Bear Case

CBB Bancorp (CBBI) has just posted its FY 2025 third quarter results, reporting total revenue of US$17.1 million and basic EPS of US$0.43, alongside net income of US$4.5 million. This provides investors with an updated view of both growth and profitability for the year to date. The company’s quarterly revenue has moved from US$17.8 million in Q4 2024 to US$16.4 million in Q1 2025 and US$16.5 million in Q2 2025, while basic EPS has shifted from US$0.54 to US$0.42 and US$0.42 over the same...