NYSE:DVA
NYSE:DVAHealthcare

A Look at DaVita's Valuation Following Q3 Profit Drop and Clinical Innovation Push

DaVita (DVA) just rolled out its third quarter report, showing profit and margin declines largely tied to lower treatment volumes following a tough flu season, Hurricane Helene, and a cyber incident. Management emphasized ongoing cost control and investment in clinical innovation. The company also announced new research initiatives at the American Society of Nephrology’s Kidney Week. See our latest analysis for DaVita. Despite a tough run in 2025, marked by weather disruptions, a flu surge,...
NYSE:GPN
NYSE:GPNDiversified Financial

Is Surging Genius Adoption and Worldpay Approval Reshaping the Investment Case for Global Payments (GPN)?

Global Payments Inc. reported third-quarter earnings surpassing analyst expectations, with net income climbing to US$635.21 million and the continued strong rollout of its Genius point-of-sale platform across multiple international markets. The company’s progress was underlined by regulatory approval for its Worldpay acquisition and the affirmation of its quarterly dividend, signaling an ongoing transformation into a pure-play merchant solutions provider. We'll explore how the surge in...
NasdaqGS:PTC
NasdaqGS:PTCSoftware

PTC (PTC): Assessing Valuation Following Strong Earnings Growth and Updated Guidance

PTC (PTC) released its latest quarterly and annual results, showing sizable year-over-year growth in revenue and net income. The company also updated investors on its guidance for the next fiscal year. This fresh data has put the company in the spotlight. See our latest analysis for PTC. After rallying earlier this year, PTC has recently struggled for momentum, with a 1-day share price return of 1.25% only modestly offsetting sharper declines over the past month. Despite impressive increases...
NasdaqGS:MDGL
NasdaqGS:MDGLBiotechs

A Fresh Look at Madrigal Pharmaceuticals (MDGL) Valuation Following New Rezdiffra Data and Earnings Update

Madrigal Pharmaceuticals (MDGL) drew focus this week as it presented new data on Rezdiffra, the first approved MASH treatment, at a leading liver disease conference. Investors are watching closely because of the significance for patients with advanced liver disease. See our latest analysis for Madrigal Pharmaceuticals. Madrigal Pharmaceuticals has been building real momentum, catching investor attention with both new clinical data for Rezdiffra and a recent earnings update. The stock has...
NYSE:OI
NYSE:OIPackaging

O-I Glass (OI): Quarterly Profit Returns Raise Questions About Margin Recovery and Competitive Positioning

O-I Glass, Inc. recently reported its third-quarter 2025 earnings, highlighting US$1.65 billion in sales and a swing from a US$80 million net loss a year ago to a US$30 million net income. This marks a return to profitability for the company over the quarter, despite slightly lower year-over-year sales and a decline in net income for the nine-month period. We'll consider how O-I Glass's return to quarterly profitability shapes the company's future prospects and investment narrative. Explore...
NYSE:FUBO
NYSE:FUBOInteractive Media and Services

How the Hulu + Live TV Merger and Channel Store Launch at fuboTV (FUBO) Has Changed Its Investment Story

FuboTV Inc. recently completed its merger with Disney’s Hulu + Live TV, forming one of the largest live TV streaming services in America with nearly 6 million North American subscribers, and has launched the Fubo Channel Store, aggregating premium standalone content offerings within its platform. This wave of product and market expansion arrives as FuboTV reports its second straight quarter of positive adjusted EBITDA amid mixed signals on revenue and cash flow, highlighting progress toward...
NasdaqGS:WFRD
NasdaqGS:WFRDEnergy Services

How Weatherford's MPD Training Alliance With Maersk Training Could Influence WFRD Investors

On October 27, 2025, Weatherford International announced a partnership with Maersk Training to jointly create and commercialize IADC-accredited Managed Pressure Drilling (MPD) training programs, combining advanced simulation technology and industry-leading expertise. This collaboration establishes both companies as the first globally to access all levels of IADC MPD training, aiming to elevate workforce competency and operational standards across the energy sector. We'll explore how this...
NYSE:PFGC
NYSE:PFGCConsumer Retailing

A Look at Performance Food Group’s (PFGC) Valuation After Strong Q1 Growth and Raised Full-Year Guidance

Performance Food Group (PFGC) delivered impressive revenue growth in its first quarter, fueled by recent acquisitions and increased case volumes. The company raised its full-year sales guidance, signaling continued momentum across key business segments. See our latest analysis for Performance Food Group. PFGC’s stock has maintained a healthy upward trend, with a year-to-date share price return of 17.47% and a one-year total shareholder return of 14.84%. Recent volatility has reflected mixed...
NYSE:AGX
NYSE:AGXConstruction

A Look at Argan (AGX) Valuation Following Major Texas Energy Center Contract Win

Argan (AGX) is making headlines after its subsidiary, Gemma Power Systems, received approval to begin work on an engineering, procurement and construction contract for the CPV Basin Ranch Energy Center in Texas. See our latest analysis for Argan. Argan’s announcement comes on the heels of a remarkable run. The stock has a year-to-date share price return of 117.4%, and its 1-year total shareholder return sits at an impressive 102.4%. Momentum has been building, with a 10.6% share price return...
NYSE:MNTN
NYSE:MNTNMedia

Why MNTN (MNTN) Is Up After First Profit in Years and Launch of QuickFrame AI

MNTN, Inc. reported its first quarterly profit in four years for the third quarter of 2025, with sales reaching US$70.02 million and net income of US$6.44 million, alongside the launch of QuickFrame AI, an innovative video production platform powered by artificial intelligence. A key insight is the company’s accelerating shift toward small business customers, now representing 15% of revenue, suggesting expanding market reach beyond its traditional base. We'll explore how MNTN's debut of...
NYSE:FBK
NYSE:FBKBanks

FB Financial (FBK): Exploring Valuation as Momentum Shifts After Recent Performance Trends

FB Financial (FBK) shares have shown resilience lately, despite a mix of returns over the past month. Investors are paying close attention to recent performance shifts, looking for clues about future prospects and valuation trends. See our latest analysis for FB Financial. FB Financial’s share price momentum has shifted gears this year, with a solid 90-day price return of 16.7% signaling renewed confidence, even after a recent dip. While its 1-year total shareholder return is flat, long-term...
NasdaqGS:PLXS
NasdaqGS:PLXSElectronic

The Bull Case For Plexus (PLXS) Could Change Following Evolv Contract Manufacturing Partnership—Learn Why

In a recent announcement, Evolv Technologies Holdings Inc. revealed it has entered into a contract manufacturing partnership with Plexus Corp., combining Evolv's product expertise with Plexus's design, supply chain, and global manufacturing capabilities to support expanding demand and operational efficiency. This collaboration is designed to boost Evolv's production capacity, provide cost-saving opportunities through Plexus's procurement scale, and enhance global supply chain...
NYSE:ATO
NYSE:ATOGas Utilities

Atmos Energy (ATO): Is the Recent Momentum Reflected in Its Current Valuation?

Atmos Energy (ATO) shares have edged higher this week, building on steady gains since the start of the year. While no single event sparked today’s move, recent performance has quietly drawn attention to the stock’s track record for consistency. See our latest analysis for Atmos Energy. Atmos Energy's 27.9% year-to-date share price return stands out in a sector known for its stability, and the recent upward moves suggest positive momentum is building as investors recognize the company’s...
NasdaqGS:ACIW
NasdaqGS:ACIWSoftware

ACI Worldwide (ACIW): Is the Stock Still Undervalued After Strong Results and a New $500M Buyback?

ACI Worldwide (ACIW) just delivered a strong combination of news: higher revenue and profit for the recent quarter, an upgraded forecast for full-year revenue, plus a new $500 million share buyback plan. These moves are getting investor attention. See our latest analysis for ACI Worldwide. This string of upbeat announcements comes after a notable year for ACI Worldwide. The company recently expanded its payments platform through the acquisition of Payment Components and continued steady...
NasdaqGS:BCRX
NasdaqGS:BCRXBiotechs

Is BioCryst’s Surging ORLADEYO Sales and Astria Deal Reshaping the Investment Case for BCRX?

In early November 2025, BioCryst Pharmaceuticals reported substantial year-over-year growth for its HAE therapy ORLADEYO, unveiled positive new clinical data for pediatric patients, raised its full-year revenue guidance to between US$590 million and US$600 million, and announced the acquisition of Astria Therapeutics while confirming the sale of its European operations. These developments highlight BioCryst’s focused strategy of expanding its rare disease pipeline, strengthening financial...
NYSE:DVN
NYSE:DVNOil and Gas

How Devon Energy’s Strong Q3 Results and 2026 Spending Plan Will Impact DVN Investors

Devon Energy reported third-quarter 2025 results with US$4.33 billion in revenue and net income of US$687 million, both exceeding analyst expectations through operational efficiency and higher output. The company maintained its quarterly dividend, provided updated forward guidance, and announced a US$3.5–US$3.7 billion capital expenditure plan for 2026 focused on strengthening operational capabilities and production. We'll explore how Devon Energy's stronger-than-expected quarterly...
NYSE:ALL
NYSE:ALLInsurance

Allstate (ALL) Is Up 5.6% After Strong Earnings and $800 Million Buyback Completion – Has the Bull Case Changed?

The Allstate Corporation recently reported its third-quarter and nine-month 2025 results, posting strong year-over-year growth in revenue and net income, and also announced the completion of a substantial share repurchase program totaling over US$800 million. These developments highlight the company’s ability to generate robust earnings while actively returning capital to shareholders through buybacks. With the company delivering higher earnings and completing its repurchase program, we’ll...
NasdaqGS:GOGO
NasdaqGS:GOGOWireless Telecom

Examining Gogo’s Valuation After Partnership Expansion and 16% Share Price Drop

Curious if Gogo is undervalued or just misunderstood? You are not alone in wondering if now could be a smart time to look closer at the stock. The share price has taken a hit lately, dropping 16% in just the past week and sliding nearly 17% over the last month, putting some growth-watchers on alert for both risk and potential upside. One of the drivers behind these moves is the recent announcement about Gogo's partnership expansions in inflight connectivity, which has grabbed the attention...
NYSE:TFX
NYSE:TFXMedical Equipment

Teleflex (TFX): Assessing Valuation After Profitability Drop and Investor Reaction to Q3 Results

Teleflex (TFX) stock dropped after the company delivered mixed third-quarter results, with higher sales and adjusted earnings but a pronounced decrease in operating margin and profitability. Investors reacted strongly to signs of rising costs. See our latest analysis for Teleflex. Teleflex’s share price has tumbled in recent weeks as cost overruns and a sudden swing to net losses rattled investors, wiping out much of the year’s gains. The stock closed at $109.4 after a 1-day share price...
NYSE:CNO
NYSE:CNOInsurance

Will CNO Financial Group’s (CNO) Buybacks and Earnings Guidance Reflect Long-Term Value Priorities?

CNO Financial Group recently reported its third-quarter 2025 results, with revenue rising to US$1,188.7 million and net income at US$23.1 million, and announced it had narrowed its 2025 operating earnings per share guidance to US$3.75–$3.85 while maintaining the midpoint. The company also completed a significant share buyback tranche, repurchasing 1.6 million shares for US$60 million, suggesting a strong ongoing capital return commitment. We’ll examine how the updated earnings guidance and...
NYSE:HOG
NYSE:HOGAuto

Harley-Davidson (HOG) Is Down 5.2% After Q3 Earnings Surge and 2026 Model Reveal—Has the Bull Case Changed?

Earlier this week, Harley-Davidson reported third-quarter net income of US$377.37 million, up from US$119.04 million a year earlier, alongside the reveal of select 2026 motorcycle models and updates on its ongoing share buyback program. This combination of stronger-than-expected earnings, expanded product offerings, and continued capital returns highlights Harley-Davidson’s focus on both financial performance and long-term brand evolution. Now, we’ll explore how Harley-Davidson’s robust...
NasdaqGS:ATEC
NasdaqGS:ATECMedical Equipment

Alphatec Holdings (ATEC): Revisiting Valuation After Narrower Losses and Raised Revenue Outlook

Alphatec Holdings (ATEC) just reported its quarterly and nine-month results, showing a smaller net loss than last year. The company also raised its annual revenue outlook, a decision that can influence how investors view its future prospects. See our latest analysis for Alphatec Holdings. After a standout 41% one-month share price return, Alphatec's momentum continues to build. The stock is up 119% year-to-date and has delivered a 111% total shareholder return over the past year. Recent...
NasdaqGS:PAGP
NasdaqGS:PAGPOil and Gas

Plains GP Holdings (PAGP): Evaluating Valuation After Earnings Miss, EPIC Crude Acquisition, and Strategic Reshuffle

Plains GP Holdings (PAGP) just reported its third-quarter earnings, coming in below Wall Street expectations on both revenue and earnings per share. At the same time, the company wrapped up its acquisition of EPIC Crude Holdings and revealed plans to streamline its business with targeted divestitures. See our latest analysis for Plains GP Holdings. Following its recent earnings miss and the major acquisition of EPIC Crude Holdings, Plains GP Holdings has seen its share price trend lower in...
NYSE:RGA
NYSE:RGAInsurance

Does Record Earnings and a New NYC Office Reinforce RGA’s Long-Term Growth Strategy? (RGA)

Reinsurance Group of America recently reported its third-quarter 2025 results, highlighting US$6.20 billion in revenue, US$253 million in net income, share repurchases totaling US$75 million, and the opening of its first New York City office in Midtown Manhattan. The company’s expansion into New York City's financial hub alongside record quarterly earnings reflects a commitment to both growth and operational excellence. We'll explore how record operating performance and the Equitable...