NasdaqGS:ITRI
NasdaqGS:ITRIElectronic

Should Itron’s (ITRI) Board Refresh and Fiji Project Signal a Shift in Global Expansion Strategy?

Itron recently announced the appointment of Scott Drury and Sheri Savage, both highly experienced leaders from the utilities and finance sectors, to its board of directors, and its technology partner reported the start of a large-scale smart metering deployment with Fiji's Water Authority to advance that country's water infrastructure. This international project not only highlights Itron’s expanding role in enabling digital transformation for utilities, but board additions signal...
NasdaqGS:TROW
NasdaqGS:TROWCapital Markets

How T. Rowe Price’s Senior Hires in Insurance (TROW) Have Changed Its Investment Story

Earlier this month, T. Rowe Price Group announced the hiring of three senior professionals, Mark Rose, Chase Uhlein, and Blayze Hanson, to accelerate the growth of its insurance business, drawing from industry leaders including Argo Insurance, J.P. Morgan, and PIMCO. This move reflects a targeted expansion of the firm's expertise and resources in insurance solutions, signaling a rising commitment to strengthen its presence in a competitive sector. We’ll explore how these hires, particularly...
NYSE:SHAK
NYSE:SHAKHospitality

Shake Shack (SHAK): Assessing Valuation After Announcing Major Vietnam Expansion with Maxim’s Caterers

Shake Shack (SHAK) just made a move that is sure to get investors talking. The company announced it is expanding its partnership with Maxim's Caterers Limited, planning to open 15 locations in Vietnam by 2035. This is not just another market entry; Maxim's already runs dozens of successful Shacks across China and Southeast Asia, so this new push signals a calculated approach. Entering Vietnam could unlock another growth engine and may reinforce Shake Shack’s reputation for thoughtfully...
NYSE:FRT
NYSE:FRTRetail REITs

Does FRT’s Long Dividend Growth Streak Reveal Deep Resilience or Mask Underlying Risks?

Federal Realty Investment Trust recently reported strong operating results, including increased rental income and maintaining high portfolio occupancy at 93.6%. The company’s uninterrupted record of 57 consecutive years of dividend growth highlights resilience and continued appeal for income-focused investors. We’ll explore how Federal Realty’s ongoing dividend growth and operational performance could influence its investment story moving forward. We've found 21 US stocks that are forecast...
NYSE:MEG
NYSE:MEGCommercial Services

Montrose Environmental Group (MEG) Wins Major Western Canada Contract Is Its Remediation Expertise a Differentiator?

Montrose Environmental Group, Inc. recently announced it has secured a 5-year contract with a major energy client to provide site assessment, groundwater modeling, and the restoration of legacy oil and gas sites across Western Canada. This contract not only extends a partnership spanning more than two decades but also highlights Montrose’s central role in advancing sustainable land, water, and wildlife remediation initiatives for industrial clients. With this major contract award reflecting...
NYSE:ANF
NYSE:ANFSpecialty Retail

How Abercrombie & Fitch’s (ANF) NFL Athlete Collaboration Signals a Shift in Its Investment Story

In August 2025, Abercrombie & Fitch announced its first-ever athletic partnership, collaborating with NFL linebacker T.J. Watt and his wife Dani Watt on a multi-season activewear collection for the Your Personal Best (YPB) brand, set to launch in three seasonal drops beginning Fall 2025. This partnership highlights Abercrombie & Fitch’s growing emphasis on performance-oriented apparel and its efforts to enhance brand relevance in the activewear space by bringing in prominent sports...
NYSE:DOW
NYSE:DOWChemicals

Does the Recent Price Drop in Dow Signal a Hidden Opportunity for 2025 Investors?

Thinking about what to do with your Dow stock? You are not alone. Investors are locked in a balancing act, trying to decide whether the recent share price dip is a red flag or a golden opportunity. While Dow has had its ups and downs, both figuratively and literally, over the past year, the current numbers hint at a story worth digging into. Let us start with the recent moves. Dow shares have pulled back about 50% over the last twelve months and are still down more than a third for the year,...
NYSE:SLB
NYSE:SLBEnergy Services

Does the Recent Schlumberger Stock Rebound Signal Room for Further Gains in 2025?

If you are staring at Schlumberger's ticker and wondering whether now is the right time to make a move, you are definitely not alone. The stock is catching fresh attention in the energy space, thanks to a mix of renewed market optimism and shifting perceptions about risk. While the shares have surged over the past 5 years, delivering well over 100% total return, they have faced headwinds recently, dipping about 19% over the past year. Still, short-term momentum has turned positive in the past...
NasdaqGS:OKTA
NasdaqGS:OKTAIT

Will Okta’s (OKTA) Latest Board Appointments Shape Its Long-Term Competitive Edge?

Earlier this month, Okta expanded its board from eight to ten members, appointing David Schellhase as an independent director and Maggie Wilderotter as a non-independent director, while also hosting the Okta Identity Summit on August 13, 2025. The addition of directors with deep experience in cloud technology, cybersecurity, and governance highlights Okta’s continued focus on strengthening its leadership team and strategic capabilities. We’ll examine how the addition of industry-veteran...
NasdaqGS:ON
NasdaqGS:ONSemiconductor

How Investors May Respond To ON Semiconductor (ON) Amid Talk of Steep US Tariffs on Chip Imports

Earlier this week, former US President Donald Trump threatened to impose very large tariffs on semiconductor imports, with exceptions for companies that commit to manufacturing within the United States, aiming to boost domestic production and reduce reliance on foreign suppliers. This proposed measure could reshape global semiconductor supply chains and poses significant implications for companies with international manufacturing footprints, such as ON Semiconductor. We'll examine how the...
NYSE:NCLH
NYSE:NCLHHospitality

How Leadership Transition at Norwegian Cruise Line (NCLH) May Shape Its Investment Narrative

Norwegian Cruise Line Holdings Ltd. recently announced that David Herrera, former President of Norwegian Cruise Line, departed the company on August 20, 2025, in a leadership transition, with CEO Harry Sommer taking on his operational duties temporarily while a search for a successor is underway. This transition highlights the importance of stable executive leadership in shaping strategic direction and market confidence for cruise operators navigating post-pandemic recovery. We'll explore...
NYSE:PRLB
NYSE:PRLBMachinery

Proto Labs (PRLB): Assessing Valuation as ROCE Slides Far Below Industry Benchmarks

If you’ve been tracking Proto Labs (PRLB), the latest numbers on its return on capital employed might catch your attention. With ROCE down to just 3.3% compared to the machinery industry’s 12% average, the gap is raising real questions about Proto Labs’ efficiency and long-term earning power. This trend, paired with flat asset growth, has investors weighing whether the company can get back on a stronger footing or if its capital is now working much harder elsewhere in the sector. This fresh...
NYSE:AN
NYSE:ANSpecialty Retail

AutoNation (AN): Assessing Valuation as Expansion and Digital Strategy Drive Growth and Investor Optimism

AutoNation (AN) has been making headlines lately, thanks to its ongoing expansion efforts and a strong push into digital transformation. The company’s strategy to broaden its store footprint and invest in technology appears to be resonating with both customers and investors. These initiatives come at a time when the auto retail industry is evolving quickly, which raises interesting questions for anyone considering a stake in AutoNation right now. The stock’s performance reflects this wave of...
NasdaqGS:AMKR
NasdaqGS:AMKRSemiconductor

How Dividend Affirmation and Upbeat Earnings at Amkor Technology (AMKR) Has Changed Its Investment Story

Amkor Technology announced that its Board of Directors approved a quarterly cash dividend of US$0.08269 per share, payable on September 23, 2025, to stockholders of record as of September 3, 2025. This move comes after Amkor reported revenue and earnings per share that surpassed consensus estimates, with upward revisions in its earnings outlook reflecting improved operational performance. With a dividend affirmation following a quarter of better-than-expected financial results, we’ll examine...
NYSE:COHR
NYSE:COHRElectronic

The Bull Case For Coherent (COHR) Could Change Following Mixed Q4 Loss and Full-Year Profit

Coherent Corp. recently announced its fourth quarter and full year 2025 results, reporting sales of US$1.53 billion for the quarter and US$5.81 billion for the year, alongside a quarterly net loss of US$95.6 million and full-year net income of US$49.4 million. An important insight from these results is that, despite increased sales and a turnaround to full-year net profitability, the company also saw a larger loss in the latest quarter compared to the same period last year. To understand...
NYSE:DVN
NYSE:DVNOil and Gas

Is Now the Right Moment for Devon Energy After 12% Rebound in 3 Months?

Here is the revised article text with em dashes removed and formatting improved: If you have been eyeing Devon Energy stock and find yourself at a crossroads—whether to hold, buy, or move on—you are not alone. This is an opportune moment to revisit what is really going on with DVN. The past few months have seen Devon’s stock price rebound, climbing over 12% in the last three months and increasing by 5.7% in the last 30 days. However, over the last year, investors may have felt the sting of a...
NYSE:BAC
NYSE:BACBanks

Will BAC’s New Alaska Airlines Card Accelerate Its Premium Credit Growth Strategy?

Alaska Airlines recently launched its enhanced Atmos Rewards loyalty program and introduced the Atmos Rewards Summit Visa Infinite card in partnership with Bank of America, offering global travelers exclusive benefits such as a Global Companion Award, increased points earning on purchases, and access to airline lounges. This collaboration highlights Bank of America's continued expansion into premium travel credit cards, leveraging customer loyalty and co-branding opportunities with major...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Is Lyft’s 45% Rally in 2025 Justified After Latest Earnings Surge?

Trying to decide if Lyft deserves a spot in your portfolio right now? You are not alone. After a wild few years, Lyft’s stock has recently started showing signs of life, up nearly 25% year-to-date and more than 45% over the last twelve months. That kind of momentum always makes investors wonder if the ride is just beginning or about to stall out. Part of the recent surge can be traced back to growing optimism around profitability. Lyft’s stronger-than-expected net income growth, up over 30%...
NYSE:GVA
NYSE:GVAConstruction

Will a New South Dakota Water Contract Boost Granite Construction’s (GVA) Long-Term Growth Strategy?

Granite Construction, through its subsidiary Layne, was recently awarded an approximately US$13 million contract by the Lewis and Clark Regional Water System to build two high-capacity horizontal collector wells near the Missouri River in South Dakota. This project highlights Layne's longstanding relationship with LCRWS and builds on a previous successful well installation that delivered substantially greater water capacity than traditional approaches. We'll explore how this new contract win...
NasdaqGS:MU
NasdaqGS:MUSemiconductor

Does Micron’s 35% Rally in 2025 Justify Its Current Valuation After CHIPS Act Developments?

Wondering what to do with your Micron Technology stock right now? You are far from alone. Micron has been one of the most closely watched names in semiconductors, especially as its share price has soared 35% so far this year. But with the company seemingly riding a wave of policy headlines and shifting market sentiment, it is a timely moment to reconsider whether the current price is fair, high, or still undervalued. Not long ago, Micron shares jumped on optimism around the CHIPS Act and...
NYSE:TWO
NYSE:TWOMortgage REITs

What Two Harbors Investment (TWO)'s $375 Million Legal Settlement Means For Shareholders

On August 20, 2025, Two Harbors Investment Corp. announced it will pay US$375 million to settle all litigation with PRCM Advisers LLC, Pine River Capital Management L.P., and Pine River Domestic Management L.P., resolving longstanding legal disputes related to the 2020 termination of their management agreement. This settlement not only ends a significant source of uncertainty for the company but also enables Two Harbors to move forward with clearer ownership over its intellectual...
NYSE:WBS
NYSE:WBSBanks

Webster Financial (WBS): Assessing Valuation After Analyst Upgrade and Renewed Value Investor Interest

If you’ve been following Webster Financial (WBS), you may have noticed a growing buzz around the stock. Recent analyst commentary highlights the company’s A grade for Value and an attractive Zacks Rank #2 (Buy), a combination that has value-minded investors taking note. With Webster Financial’s shares now seen as potentially undervalued compared to its peers and the company completing another buyback tranche this quarter, the question is whether this is just a short-term pop or the early days...
NYSE:RHI
NYSE:RHIProfessional Services

Does Prolonged Flat Revenue and Falling Earnings Challenge the Long-Term Outlook for Robert Half (RHI)?

In the past six months, Robert Half has experienced a significant setback, with its operational and financial performance drawing concern due to prolonged flat revenue growth and falling earnings over the last five years. This signals ongoing operational pressures that are prompting industry analysts to reconsider the company’s future potential amid weaker fundamentals and declining efficiency. We'll explore how Robert Half’s ongoing operational challenges and weakening business metrics are...
NYSE:UI
NYSE:UICommunications

Ubiquiti (UI) Is Up 26.7% After Strong Earnings, Dividend Boost and $500M Buyback Announcement

Ubiquiti Inc. reported strong fourth quarter and full-year results for the period ended June 30, 2025, with sales reaching US$759.15 million for the quarter and US$2.57 billion for the year, alongside a newly declared US$0.80 per share dividend and a US$500 million share repurchase program. These earnings and capital return initiatives reflect notable growth in both sales and net income compared to the previous year, suggesting robust operational momentum and increased focus on shareholder...