NYSE:APG
NYSE:APGConstruction

APi Group (APG): Assessing Valuation After Upbeat Q3 Earnings and Raised 2025 Outlook

APi Group (APG) delivered a strong set of third quarter earnings, showing solid year-over-year growth in both sales and net income. The company also raised its revenue outlook for 2025, signaling continued momentum. See our latest analysis for APi Group. After APi Group’s upbeat third quarter report and improved 2025 outlook, investors have taken notice. The share price has surged 51.3% year-to-date, reflecting strong business momentum. The three-year total shareholder return of 186%...
NYSE:GWRE
NYSE:GWRESoftware

Will Guidewire's (GWRE) New PricingCenter Platform Shift the Balance in Insurtech Innovation?

Guidewire recently launched PricingCenter, a comprehensive platform designed for property and casualty insurers to streamline and optimize the full pricing and rating lifecycle using advanced analytics and seamless integration with Guidewire’s existing suite. This purpose-built solution enables faster, more precise pricing changes and connects actuarial, pricing, and IT functions, addressing a core challenge for insurers aiming to stay competitive in a rapidly evolving market. We’ll examine...
NYSE:PK
NYSE:PKHotel and Resort REITs

Park Hotels & Resorts (PK): Valuation Insights After Weaker Q3 Results and Lowered Guidance

Park Hotels & Resorts (PK) reported a drop in third quarter numbers, with both sales and revenue down from last year. The company also lowered its full-year earnings guidance, indicating a more cautious approach for investors. See our latest analysis for Park Hotels & Resorts. Amid softer third quarter results and lowered full-year guidance, Park Hotels & Resorts has seen its share price bounce more than 5% over the past week, even as the year-to-date share price return remains down sharply...
NYSE:ORA
NYSE:ORARenewable Energy

Ormat Technologies (ORA): Assessing Valuation After Strong Earnings, 2025 Outlook, and New SLB Partnership

Ormat Technologies (ORA) just posted another round of solid results, with both revenue and net income on the rise for the third quarter and year to date. In addition, the company issued fresh revenue guidance for 2025, suggesting further growth ahead. See our latest analysis for Ormat Technologies. Ormat’s recent results, upbeat 2025 revenue guidance, and collaboration with SLB have all helped boost sentiment, and the stock has certainly reflected that momentum. After a stellar year-to-date...
NasdaqGS:CASH
NasdaqGS:CASHBanks

Pathward Financial (CASH): Assessing Valuation After Launching Personal Loans With Upstart

Pathward Financial (CASH) has announced a new partnership with Upstart, enabling the company to offer personal loans through Upstart’s lending marketplace. This collaboration highlights Pathward’s ongoing effort to broaden its product lineup and reach new borrowers. See our latest analysis for Pathward Financial. Pathward Financial’s latest move has turned some heads, but the momentum has been mixed this year. Shares are down about 5% since January, and its one-year total shareholder return...
NYSE:PM
NYSE:PMTobacco

Is Philip Morris International Still a Bargain After 26.7% Rally?

Wondering if Philip Morris International stock is a hidden bargain or just fairly priced? You are not alone, and the answer depends on which valuation lens we use. The stock has rallied 6.3% in the past week, adding to an impressive 26.7% year-to-date surge. There have been some short-term dips along the way. Recent headlines have focused on the company’s ongoing expansion outside the U.S. and strategic moves to innovate within the tobacco industry. These news stories have helped fuel market...
NasdaqGS:WDFC
NasdaqGS:WDFCHousehold Products

WD-40 (WDFC): Assessing Valuation After Shift in Market Sentiment and Slowing Revenue Growth

WD-40 is catching investors’ attention this week, as slowing revenue growth and challenges in scaling costs bring its long-term prospects into sharper focus. Some market watchers are starting to see reasons to reconsider holding these shares. See our latest analysis for WD-40. WD-40’s share price has slipped this year, dropping 17.4% year-to-date. This reflects market unease over its slowing revenue momentum and premium valuation. While the 3-year total shareholder return remains positive at...
NYSE:VG
NYSE:VGOil and Gas

Can Venture Global’s (VG) New Greece LNG Deal Reshape Its Role in European Energy Security?

Venture Global, Inc. and Greece’s Atlantic-See LNG recently announced a landmark twenty-year sales and purchase agreement for at least 0.5 million tonnes per annum of U.S. liquefied natural gas, with deliveries set to begin in 2030 and options for future expansion. This milestone represents Greece’s first long-term LNG supply agreement with a U.S. exporter, underscoring deepening transatlantic energy ties and Venture Global’s role in European energy security through its Alexandroupolis...
NasdaqCM:NKTR
NasdaqCM:NKTRPharmaceuticals

Can Nektar Therapeutics’ (NKTR) Narrowed Loss Offset Concerns About Declining Revenue Momentum?

Nektar Therapeutics reported its third quarter 2025 earnings, posting revenue of US$11.79 million and a net loss of US$35.52 million, both declining compared to the previous year. While revenue has decreased significantly year-over-year, the company's net loss narrowed, indicating some improvement in expense management even amid ongoing challenges. We'll now consider how the sharp year-over-year drop in revenue may affect Nektar's overall investment narrative and future prospects. Rare earth...
NasdaqGS:GEN
NasdaqGS:GENSoftware

What Gen Digital (GEN)'s AI-Powered Scam Protection Launch and Mixed Earnings Mean For Shareholders

Gen Digital reported its second-quarter 2026 results on November 6, 2025, highlighting sales growth to US$1.22 billion and continued innovation in AI-powered cybersecurity, despite a decline in net income to US$134 million and lower earnings per share. A noteworthy insight is the company's global rollout of advanced scam protection features and the affirmation of its regular dividend amid near-term profitability pressures. We'll examine how the global expansion of Norton's AI scam protection...
NYSE:LYB
NYSE:LYBChemicals

Why LyondellBasell (LYB) Is Down 7.3% After Swinging to a $892 Million Quarterly Net Loss

LyondellBasell Industries reported third quarter 2025 results showing sales of US$7.73 billion and a net loss of US$892 million, a reversal from net income of US$571 million in the previous year. The company also provided guidance for the fourth quarter, anticipating improved profitability in its Technology segment as previously sold licenses reach revenue milestones and catalyst demand recovers from third quarter lows. To understand the impact of this swing from profit to loss, we'll...
NasdaqGS:CRUS
NasdaqGS:CRUSSemiconductor

Cirrus Logic (CRUS): Taking Stock of Valuation After Recent Share Price Fluctuations

Cirrus Logic (CRUS) shares have shown mixed performance lately, with a modest gain over the past three months but a dip for the month. Investors are assessing what the recent shifts mean for long-term valuation. See our latest analysis for Cirrus Logic. Cirrus Logic’s recent share price movement reflects shifting investor sentiment as the stock continues to find its footing after a surge earlier in the year. While momentum has faded over the past month, its year-to-date share price return...
NasdaqGS:SANA
NasdaqGS:SANABiotechs

Will Sana Biotechnology’s (SANA) Sharper Focus on Diabetes and CAR T Unlock Its Next Chapter?

Sana Biotechnology recently reported third quarter results, highlighting a reduced net loss of US$42.15 million and a strategic shift to focus on its type 1 diabetes program SC451 and next-generation in vivo CAR T product SG293. Newly published clinical findings for UP421, a hypoimmune-modified pancreatic islet cell therapy, showed safety and immune evasion in a type 1 diabetes patient without immunosuppression, spotlighting Sana’s innovative cell therapy platforms. We’ll now explore how...
NasdaqGS:FA
NasdaqGS:FAProfessional Services

A Look at First Advantage's Valuation After Upbeat Q3 Results and Raised Guidance

First Advantage (FA) reported third-quarter earnings that surpassed market expectations, supported by substantial year-on-year revenue growth and improved profitability. The company also raised its full-year guidance for both revenue and earnings. See our latest analysis for First Advantage. Fresh from its upbeat earnings report and tighter full-year guidance, First Advantage’s share price surged earlier in the week but has since cooled, posting a 5.4% gain over seven days. However, the stock...
NYSE:ET
NYSE:ETOil and Gas

How Recent Infrastructure Investments Are Shaping Energy Transfer’s Current Stock Value

Ever wondered if Energy Transfer could be a hidden bargain or if the price truly reflects its long-term strengths? You're not alone in asking where this stock stands on value right now. The share price has dipped slightly in the past week by 2.3% and is down 1.3% over the last month, but over five years, it has surged an incredible 356.7%. This performance has caught the eye of both value seekers and growth investors. Recent news highlights ongoing optimism around infrastructure investments,...
NasdaqGM:URGN
NasdaqGM:URGNBiotechs

UroGen Pharma (URGN) Is Up 13.5% After ZUSDURI Demand and FDA Pathway Win for UGN-103 – Has The Bull Case Changed?

UroGen Pharma recently reported robust Phase 3 clinical data for its pipeline candidate UGN-103 and announced record-breaking early demand for its newly launched FDA-approved bladder cancer treatment, ZUSDURI, establishing widespread insurance coverage across major payers. An especially interesting development was the FDA's agreement that UGN-103 trial data could support a near-term New Drug Application, signaling a clear regulatory path and significant advancement for UroGen's product...
NasdaqGM:RAPP
NasdaqGM:RAPPPharmaceuticals

Rapport Therapeutics (RAPP): Assessing Valuation After Increased Third Quarter Net Loss

Rapport Therapeutics (RAPP) released its third quarter earnings, revealing a higher net loss compared to last year. Investors are now looking closely at these results to gauge the company’s progress and outlook. See our latest analysis for Rapport Therapeutics. The earnings news lands at a pivotal moment for Rapport Therapeutics. After a steep run-up, the stock saw its share price climb 76% over the past 90 days, but it remains down with a 1-year total shareholder return of -3.9%. That...
NYSE:ED
NYSE:EDIntegrated Utilities

Should New Rate Plans and a $17 Billion Investment Shape the Outlook for Consolidated Edison (ED) Investors?

Consolidated Edison recently reported its third-quarter and year-to-date 2025 earnings, showing increased revenues and net income compared to the prior year, and announced a Joint Proposal with New York regulators outlining new electric and gas rate plans for 2026–2028, including US$17 billion in planned capital investments. An interesting aspect is the company’s proposed rate plans involve moderate annual bill increases for customers and specific regulatory mechanisms such as revenue...
NYSE:FDX
NYSE:FDXLogistics

FedEx (FDX): Evaluating Its Valuation Following Strategic Moves in Sustainability and AI Operations

FedEx (FDX) recently showcased several strategic moves, including its early adoption of sustainable aviation fuel and upgrades to AI-powered operations. The company’s responses to evolving regulations and global economic shifts have also caught investors' attention. See our latest analysis for FedEx. These updates come as FedEx’s stock has built up momentum in recent months, with a 9.2% gain in the past month and a robust 14.9% share price return over the last quarter. While the stock is...
NYSE:JXN
NYSE:JXNDiversified Financial

Jackson Financial (JXN): Is the Stock Undervalued or Already Priced for Growth? A Fresh Look at Valuation

Jackson Financial (JXN) shares have edged nearly 1% higher in the latest session, offering investors an opportunity to revisit its recent performance and business trajectory. Let's take a closer look at what the numbers reveal. See our latest analysis for Jackson Financial. Jackson Financial’s share price has climbed 5.8% year-to-date, but the 1-year total shareholder return remains down over 11%, showing some lingering caution despite long-term confidence. The three-year total return is an...
NYSE:WOLF
NYSE:WOLFSemiconductor

Wolfspeed (WOLF): Does the Low Price-to-Sales Ratio Signal an Opportunity for Investors?

Wolfspeed (WOLF) shares have been on a downward path recently, with the stock dropping 4% in the past week and falling 41% over the past month. This performance has caught the attention of investors who are curious about what might be driving the continued slide. See our latest analysis for Wolfspeed. Wolfspeed's 31.8% 7-day share price drop comes on top of a difficult year, with momentum fading sharply after a longer stretch of volatility. Investors are reassessing both the company’s growth...
NYSE:J
NYSE:JProfessional Services

What Jacobs Solutions (J)'s Landmark Mukaab Contract Win Reveals About Its Middle East Growth Ambitions

On November 5, 2025, the New Murabba Development Company appointed Jacobs, in partnership with AECOM, to provide multidisciplinary design services for The Mukaab, a 247-acre flagship project in Riyadh's new urban district linked to Saudi Arabia's Vision 2030 initiative. This high-profile win highlights Jacobs' expanding role in transformative Middle Eastern infrastructure projects and signals its expertise in delivering innovative, sustainable urban environments. We'll assess how Jacobs'...
NYSE:CDRE
NYSE:CDREAerospace & Defense

Assessing Cadre Holdings (CDRE) Valuation After Recent Share Price Gains and Market Momentum

Cadre Holdings (CDRE) has seen its stock rise about 11% over the past month and gain more than 40% in the past 3 months. Investors are watching closely to see if recent momentum continues. See our latest analysis for Cadre Holdings. Cadre Holdings has been building momentum, with a strong 11% share price return over the past month and a total shareholder return of 24% for the year. While the most recent daily move was slightly negative, upbeat multi-month trends suggest optimism around the...
NYSE:AIZ
NYSE:AIZInsurance

Assurant (AIZ) Is Up 6.0% After Beating Q3 Earnings and Raising Its 2025 Outlook Has The Bull Case Changed?

Assurant announced in early November 2025 that it exceeded third-quarter earnings expectations, with revenue rising to US$3.23 billion and net income reaching US$265.6 million, driven by growth across its Global Housing and Global Lifestyle segments and lower catastrophe losses. The company also raised its full-year outlook and continued its share buyback program, highlighting confidence in ongoing operational strength and shareholder returns. We'll explore how Assurant's strong segment...