NYSE:KKR
NYSE:KKRCapital Markets

Is KKR’s $6 Billion Sallie Mae Deal Reshaping Its Long-Term Private Credit Strategy (KKR)?

Sallie Mae announced a multi-year private credit partnership with KKR, under which KKR will purchase over US$6 billion in private student loans over three years, while Sallie Mae continues servicing the loans and collecting fees. This collaboration signals KKR's expanding push into private credit markets and digital infrastructure as it also joins Corastone, a blockchain-based fintech aiming to improve private market transactions. We’ll explore how KKR’s partnership with Sallie Mae to...
NYSE:JBL
NYSE:JBLElectronic

Is Jabil Still a Good Value After Recent 5% Pullback and New Partnerships?

Ever wondered if Jabil shares are as good a deal as some investors say? If the value question is on your mind, you are definitely not alone. After a stellar 41.3% rise year-to-date and a jaw-dropping 449.4% gain over the past five years, Jabil's stock has caught the attention of seasoned analysts and newcomers alike, even with a recent 5.5% dip in the last week. Much of this price excitement has been fueled by Jabil’s ongoing push into high-growth end markets and major contract wins. Recent...
NYSE:AES
NYSE:AESRenewable Energy

AES (AES): Evaluating Valuation as Analyst Highlights Growth Strategy and Power Purchase Agreement Momentum

Recent commentary on AES (AES) from Mizuho drew attention to the company’s progress in locking in large new power purchase agreements. This was identified as a key growth lever, alongside plans for significant capital returns and investments. See our latest analysis for AES. AES’s strong push to secure new power purchase agreements and its upbeat earnings have grabbed investor attention lately. While the share price has notched a modest 5.9% gain year to date, its one-year total shareholder...
NasdaqGS:EXC
NasdaqGS:EXCElectric Utilities

Does Exelon’s (EXC) Steady 2025 Earnings Outlook Reinforce Management’s Confidence Amid Industry Shifts?

Exelon Corporation recently reported third quarter 2025 earnings, revealing year-over-year growth in both revenue and net income, and reaffirmed its full-year earnings guidance of US$2.64 to US$2.74 per share. This combination of strong financial results and management's steady outlook highlights ongoing confidence in performance amid evolving industry and regulatory conditions. Let's now explore how Exelon's reaffirmed earnings guidance may influence the company's investment narrative and...
NYSE:FLNG
NYSE:FLNGOil and Gas

FLEX LNG (NYSE:FLNG) Valuation in Focus After Earnings Miss and Cautious Market Outlook

FLEX LNG (NYSE:FLNG) took center stage after its third-quarter results landed below analyst forecasts, sparking an early dip in the stock price and prompting some investors to reduce holdings. The company’s guidance contributed to the cautious tone, as it cited market headwinds. See our latest analysis for FLEX LNG. FLEX LNG’s share price has shown resilience over the longer run, with the stock currently trading at $26.39 after weathering a brief post-earnings dip. While the headline earnings...
NasdaqGS:CERT
NasdaqGS:CERTHealthcare Services

Certara (CERT): Evaluating Valuation After Profit Gains and New Biopharma Tech Launches

Certara (CERT) just posted higher profits and rising revenue for the latest quarter, catching investors’ attention. The company has also rolled out new software tools such as TFL Studio, further strengthening its offerings in biopharma technology. See our latest analysis for Certara. Certara’s strong earnings and new product launches have come amid a challenging backdrop, with the share price down 30% in the past month and 24% over the last quarter as sentiment cooled, even though operational...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

How Datadog’s Q3 Results and New Cloud Storage Offering Have Changed Its Investment Story (DDOG)

Datadog, Inc. recently reported third quarter 2025 results, posting sales of US$885.65 million, up from US$690.02 million a year earlier, alongside updated earnings guidance and the launch of a new Storage Management product for cloud data cost optimization. An interesting development is the expansion of Datadog’s capabilities in cloud storage optimization, signaling its intent to address the growing needs of data- and AI-focused customers. We’ll examine how Datadog’s combination of robust...
NasdaqGS:IRDM
NasdaqGS:IRDMTelecom

How Investors May Respond To Iridium Communications (IRDM) Expanding Satellite IoT Connectivity With Vodafone Partnership

On November 4, 2025, Vodafone IoT announced a partnership with Iridium Communications to integrate Iridium NTN Direct, extending NB-IoT and direct-to-device connectivity to Vodafone's customers in remote locations through Iridium’s global satellite network. This collaboration is expected to unlock robust connectivity for industries such as energy, transport, and emergency services, strengthening enterprise IoT solutions where traditional networks do not reach. Next, we'll explore how...
NYSE:NJR
NYSE:NJRGas Utilities

Is New Jersey Resources' (NJR) Leadership Refresh a Signal of Strategic Evolution or Uncertainty?

New Jersey Resources recently announced executive and senior leadership promotions, effective January 1, 2026, including vice president appointments and succession plans for several retiring leaders to support its growth strategy and sustainability goals. This transition marks a significant refresh of the company’s senior management team and aligns leadership capabilities with ongoing investments in clean energy and regulatory initiatives. We'll examine how the introduction of a dedicated...
NasdaqGS:TLN
NasdaqGS:TLNRenewable Energy

Talen Energy (TLN): Gauging Valuation After Recent Share Price Pullback

Talen Energy (TLN) shares have seen some positive momentum lately, rising 2% on the day. Looking at its performance over the past month, the stock is still down 13%. This comes after a strong run-up earlier this year. See our latest analysis for Talen Energy. After a steep rally at the start of the year, Talen Energy's momentum looks to be easing, with a 1-day share price return of 1.66% barely offsetting a 13.2% slide over the past month. Even so, the stock has still delivered a very strong...
NasdaqGS:ECPG
NasdaqGS:ECPGConsumer Finance

The Bull Case For Encore Capital Group (ECPG) Could Change Following Buyback Boost and Record Earnings—Learn Why

Encore Capital Group announced in the past week that it delivered third-quarter 2025 earnings with revenue of US$460.35 million and net income of US$74.66 million, both up sharply from the prior year, while also increasing its share repurchase authorization to a total of US$600 million. A key insight from management highlighted that recent record collections and improvements in digital operations have played a central role in these financial results. We'll explore how Encore's buyback...
NasdaqGS:POWI
NasdaqGS:POWISemiconductor

How Investors Are Reacting To Power Integrations (POWI) Buybacks, Dividend Hikes and Downbeat Revenue Guidance

Power Integrations announced past third-quarter earnings, issued revenue guidance of US$100 million to US$105 million for the fourth quarter of 2025, completed a US$50 million share buyback, and revealed increases to both its regular and future 2026 dividend payments. Notably, the company's combination of shareholder returns through buybacks and rising dividends comes alongside guidance suggesting a sequential sales decline and a recent quarterly net loss. We’ll now examine how the dividend...
NYSE:EME
NYSE:EMEConstruction

Does EMCOR Group’s Expansion Signal More Growth After a 4.5% Share Price Decline?

Wondering if EMCOR Group is truly as undervalued as some investors think? You are not alone, and a closer look at the numbers could lead to some surprises. Despite a recent dip of 4.5% in the last week and 10.2% over the past month, EMCOR Group is still up an impressive 35.4% year-to-date and 24.5% over the last year, with a massive 635.8% return over five years. Recent headlines have put the spotlight on continued expansion into new markets and high-profile project wins. Both of these...
NYSE:RXO
NYSE:RXOTransportation

Why Are Insider Buys and Cost Cuts Reshaping Confidence in RXO’s (RXO) Recovery Narrative?

Following a period of challenging results, RXO, Inc. recently reported third-quarter earnings, showing sales of US$1.42 billion and a significantly narrower net loss of US$14 million compared to a year earlier. These results were accompanied by prominent insider share purchases and a positive analyst upgrade, highlighting renewed leadership confidence and optimism about the company’s ability to recover from margin pressures. We'll explore how recent insider buying, paired with new...
NasdaqGS:LSCC
NasdaqGS:LSCCSemiconductor

Can Lattice Semiconductor’s AI Momentum Justify Its 2025 Share Price Surge?

Thinking about whether Lattice Semiconductor stock is a smart buy right now? Let’s dig into the value behind the share price and see what’s really under the hood. The stock recently climbed 1.1% this past week, after dropping 10.0% in the last month. It remains up 14.7% year-to-date and has gained an impressive 30.4% over the past year. Lattice has grabbed headlines lately for its growing presence in edge computing and artificial intelligence solutions. Several industry...