NYSE:PIPR
NYSE:PIPRCapital Markets

Piper Sandler (PIPR): Valuation Check After Goldman Sachs Upgrade on M&A Momentum and Growth Outlook

Piper Sandler Companies (PIPR) received a boost after Goldman Sachs upgraded the stock. The upgrade was attributed to the company’s expanding lead in mid-cap M&A as well as a sharp increase in its deal backlog since early 2024. See our latest analysis for Piper Sandler Companies. Piper Sandler’s recent momentum is hard to ignore, with the share price up 9.7% year-to-date as optimism builds around its surging M&A backlog, robust quarterly results, and a forward-looking management hire. While...
NasdaqCM:WSC
NasdaqCM:WSCConstruction

WillScot Holdings (WSC) Is Down 11.8% After Softer Revenue Guidance and Institutional Selling – Has The Bull Case Changed?

WillScot Holdings Corporation recently reported third-quarter 2025 results, with revenue of US$566.84 million and net income of US$43.33 million, alongside updated guidance projecting full-year 2025 revenue of US$2.26 billion and a declared quarterly dividend of US$0.07 per share. Institutional selling, analyst downgrades, and cautious company guidance are creating a more pressure-filled outlook, despite ongoing share buybacks and a major shareholder emphasizing the firm's industry position...
NYSE:BBUC
NYSE:BBUCIndustrials

Can Brookfield Business (BBUC) Sustain Dividends Amid Mounting Losses and Shifting Capital Priorities?

Brookfield Business Corporation reported third quarter 2025 earnings, showing sales of US$1.68 billion and a net loss of US$500 million, both weaker than the prior year period, and reaffirmed a quarterly dividend of US$0.0625 per share payable December 31, 2025. The company’s announcement highlighted growing losses alongside continued shareholder payouts, which may raise questions about its ongoing capital allocation priorities. We’ll assess how Brookfield Business Corporation’s widening net...
NasdaqGS:RRR
NasdaqGS:RRRHospitality

Can Red Rock Resorts’ Expansion and 232% Five-Year Climb Signal More Room for Growth?

Wondering if Red Rock Resorts is currently a steal or overpriced? Let’s break down what all those numbers really mean and see if there’s genuine value in the shares right now. Shares have been anything but boring, with the price up 1.9% in the last week, 0.9% over the past month, and an impressive 31.8% year-to-date. Not to mention a massive 232.4% return over five years. These moves have caught plenty of attention, especially after news of the company’s continued expansion in the Las Vegas...
NYSE:WK
NYSE:WKSoftware

Did Workiva’s (WK) Profit Return and Guidance Raise Just Shift Its Investment Narrative?

Earlier this month, Workiva Inc. reported third quarter 2025 results with revenue of US$224.17 million, returning to profitability after a year-ago loss, and raised its full-year revenue guidance to US$880 million–US$882 million. The company also made leadership changes, appointing a new Chief Revenue Officer while expanding its share repurchase program, highlighting both a focus on growth and returning value to shareholders. As Workiva raises its full-year guidance, we're examining what...
NasdaqGS:STEP
NasdaqGS:STEPCapital Markets

A Fresh Look at StepStone Group (STEP) Valuation Following Major Private Equity Fund Launch

StepStone Group (STEP) has launched the StepStone Private Equity Strategies Fund, an evergreen interval fund that has already attracted more than $750 million since September and is now available on major custodian platforms. See our latest analysis for StepStone Group. While the StepStone Private Equity Strategies Fund marks a significant expansion of StepStone’s platform, the share price hasn’t reflected breakout momentum just yet. STEP trades at $62.23. After a choppy stretch, including a...
NasdaqGM:VERA
NasdaqGM:VERABiotechs

Vera Therapeutics (VERA) Is Up 12.5% After Atacicept BLA Filing and Positive Phase 3 Data

Vera Therapeutics recently announced the submission of a Biologics License Application (BLA) for atacicept to the FDA under the Accelerated Approval Program, supported by positive interim data from the OriginIN 3 trial and late-breaking Phase 3 results presented at ASN Kidney Week and published in The New England Journal of Medicine. An important insight is that atacicept's data highlight both substantial proteinuria reduction and a favorable safety profile, reinforcing its potential as a...
NYSE:KNTK
NYSE:KNTKOil and Gas

Kinetik Holdings (KNTK): Evaluating Valuation After Q3 Earnings and Completion of Share Buyback Program

Kinetik Holdings recently released its third-quarter earnings, showing revenue gains but a notable dip in net income compared to last year. At the same time, the company finalized a sizable share buyback program, which has drawn attention from investors. See our latest analysis for Kinetik Holdings. It’s been a volatile stretch for Kinetik Holdings, with its recent earnings update and the completion of the share buyback program prompting heightened attention. Despite positive revenue growth,...
NYSE:ASH
NYSE:ASHChemicals

Ashland (ASH) Issues 2026 Growth Outlook After Mixed FY25 Results – Is Margin Improvement Sustainable?

Ashland Inc. recently reported fourth-quarter and full-year earnings for the period ended September 30, 2025, revealing quarterly sales of US$478 million and net income of US$32 million, along with full-year sales of US$1.82 billion and a net loss of US$845 million. Despite a decline in annual sales, the company achieved higher quarterly net income and issued guidance for fiscal 2026 projecting up to 5% organic sales growth compared to the prior year. Next, we’ll explore how Ashland’s...
NYSE:LVS
NYSE:LVSHospitality

How Strong Results and a Bigger Buyback at Las Vegas Sands (LVS) Have Changed Its Investment Story

Las Vegas Sands recently reported third-quarter results that exceeded expectations, announcing a dividend increase and a US$2 billion addition to its stock buyback program. Management emphasized strong financial positioning and confidence in future growth opportunities in Macao and Singapore, reflecting a commitment to capital returns and ongoing investments. We’ll explore how the company’s enhanced capital return strategy shapes its outlook amid expanding operations and analyst...
NYSE:PAYC
NYSE:PAYCProfessional Services

How Might Paycom (PAYC) Leverage Its Kings Partnership to Strengthen Competitive Positioning?

Paycom Software, Inc. recently reported third quarter results showing US$493.3 million in revenue and announced a new partnership with the Sacramento Kings and Golden 1 Center as their official HR and payroll technology partner. This collaboration not only extends Paycom’s presence in the sports and entertainment sector but also puts a spotlight on its single-software solution within a high-profile business network. Next, we’ll explore how the Kings partnership supports Paycom Software’s...
NYSE:KMI
NYSE:KMIOil and Gas

Kinder Morgan Valuation in Focus After Recent Energy Sector Partnerships and 2.9% Stock Gain

Wondering if Kinder Morgan is a bargain or if the stock’s recent momentum reflects its real value? This article breaks down how the numbers compare to what investors are paying right now. The stock has delivered a 2.9% gain over the past week, although it is still down 4.3% for the year. This signals both opportunities and shifting perceptions around risk and reward. Recent news from the energy sector has brought Kinder Morgan back into the spotlight, including new partnership announcements...
NasdaqGM:TNDM
NasdaqGM:TNDMMedical Equipment

Tandem Diabetes Care (TNDM) Is Up 31.5% After FDA Clears Android App for Insulin Management – What's Changed

Tandem Diabetes Care announced that the U.S. FDA has cleared the Android version of its Tandem Mobi mobile app, enabling Android smartphone users to manage insulin delivery with the company's automated insulin pump system. This approval significantly broadens access to Tandem's technology ecosystem and streamlines diabetes management by allowing users to operate the device from a wider selection of smartphones. We'll explore how FDA clearance for Android compatibility could broaden Tandem’s...
NasdaqGS:PNFP
NasdaqGS:PNFPBanks

Is Pinnacle Financial Partners (PNFP) Undervalued? A Fresh Look at Current Valuation

Pinnacle Financial Partners (PNFP) has recently caught more attention following its latest share price movement. Investors are weighing the implications of its recent performance, particularly in the context of broader sector trends and year-to-date returns. See our latest analysis for Pinnacle Financial Partners. After a solid start to the year, Pinnacle Financial Partners has seen its share price gradually soften, closing most recently at $87.87. The bank’s 1-year total shareholder return...
NasdaqCM:LQDA
NasdaqCM:LQDAPharmaceuticals

Why Liquidia (LQDA) Is Up 5.2% After Posting Substantial Q3 Revenue Growth and Reduced Losses

Liquidia Corporation recently reported its third quarter 2025 earnings, revealing US$54.34 million in revenue and a net loss of US$3.53 million, compared to US$4.45 million in revenue and a net loss of US$31.03 million in the same quarter last year. This sharp increase in revenue and narrowing of net loss highlights a period of significant operational progress for the company. We’ll now explore how Liquidia’s substantial revenue growth shapes its broader investment narrative and prospects...
NasdaqGS:ICUI
NasdaqGS:ICUIMedical Equipment

ICU Medical (ICUI) Is Up 6.8% After Narrowing 2025 Net Loss Guidance — Has Operational Discipline Peaked?

ICU Medical released its third-quarter 2025 results, reporting sales of US$536.99 million and a net loss of US$3.4 million, while also updating its fiscal year guidance to a smaller projected GAAP net loss of between US$8 million and zero. The company’s earnings improvement and narrowed loss outlook mark a sharp contrast to the same period last year, highlighting progress in cost controls and operational execution. We’ll examine how ICU Medical’s improved loss outlook and focus on...
NYSE:YUM
NYSE:YUMHospitality

How Investors Are Reacting To Yum! Brands (YUM) Reviewing Strategic Options for Pizza Hut

In early November 2025, Yum! Brands initiated a formal review of strategic options for its Pizza Hut brand, considering changes to maximize value for shareholders and unlock Pizza Hut's potential, with Goldman Sachs and Barclays as advisers. This move highlights Yum! Brands' willingness to explore transformational steps as the company focuses on digital innovation and operational efficiency across its global portfolio. We'll explore the implications of Yum! Brands' Pizza Hut review on its...
NYSE:ATMU
NYSE:ATMUMachinery

Is Atmus Filtration Technologies' Boosted Revenue Guidance and Buyback Reinforcing the ATMU Growth Narrative?

Atmus Filtration Technologies recently reported third-quarter earnings, announced a quarterly dividend of US$0.055 per share, and completed a share repurchase of 1,995,964 shares for US$80.65 million. Alongside these actions, management raised its revenue guidance for 2025, indicating increased confidence in the company’s outlook and operational momentum. Given the raised revenue guidance and strong quarterly results, we'll examine how these developments may reinforce Atmus's recurring...
NYSE:TRU
NYSE:TRUProfessional Services

How Investors Are Reacting To TransUnion (TRU) Launching AI Credit Washing Detection Tool

TransUnion recently launched its industry-first Credit Washing Solution, harnessing advanced analytics and machine learning to help financial institutions detect improper suppression of legitimate credit data, an issue estimated to have erased US$10 billion in debt from U.S. credit reports in 2025 alone. This solution comes as atypical charge-off suppression is accelerating rapidly, with a very large increase in consumer-initiated cases over the past two years, presenting a new tool to...
NYSE:FIS
NYSE:FISDiversified Financial

FIS (Fidelity National Information Services): Assessing Valuation After Strong Q3 Results, Upbeat 2025 Outlook, and Share Buyback

Fidelity National Information Services (FIS) is in the spotlight as the company posted higher third quarter sales and net income compared to last year. Along with raising its 2025 growth outlook, FIS has attracted attention for ongoing innovation and a completed share repurchase, prompting new discussions about its stock. See our latest analysis for Fidelity National Information Services. FIS has kept investors busy this year with a steady stream of product launches, upbeat guidance, and...