NYSE:CVX
NYSE:CVXOil and Gas

Chevron's Lower Q3 Profits Might Change The Case For Investing In CVX

Chevron Corporation reported financial results for the third quarter of 2025, showing sales of US$48.17 billion and net income of US$3.54 billion, both below the levels posted a year earlier. This marks a period where the company's earnings per share from continuing operations saw a meaningful decline, highlighting ongoing pressures on profitability despite Chevron's scale and diversified energy operations. We’ll examine how lower revenue and net income in the recent quarter may influence...
NasdaqGS:SANM
NasdaqGS:SANMElectronic

Sanmina (SANM): Assessing Valuation After 80% Share Price Surge in 2024

Sanmina (SANM) continues to turn heads this month, adding to its already impressive year-to-date gains. Shares have surged nearly 80% in 2024, a sign of renewed confidence from investors focused on revenue and profit growth. See our latest analysis for Sanmina. Sanmina's 17.7% share price return over the last month builds on a powerful stretch of momentum, with year-to-date gains nearing 80% and a 93% total shareholder return over the past twelve months. Investors clearly see growth...
NasdaqGS:PPC
NasdaqGS:PPCFood

Pilgrim's Pride (PPC) Profit Margin Improvement Reinforces Value Narrative, Despite Weak Growth Outlook

Pilgrim's Pride (PPC) delivered a net profit margin of 6.7%, up from 5.4% a year ago, demonstrating improved profitability. Over the last five years, earnings have surged at an average annual rate of 43.4%. However, more recent growth of 25.2% is below this long-term pace. With revenue growth forecast at just 1.3% annually and earnings projected to decline by 11.3% per year over the next three years, investors will be weighing these results against the company’s mixed growth outlook. See our...
NasdaqCM:MDXG
NasdaqCM:MDXGBiotechs

MiMedx Group (MDXG) Margin Decline Raises Questions on Profitability Narrative

MiMedx Group (MDXG) posted annual earnings growth projections of 15.73% and revenue growth set at 6.7% per year, even as its net profit margin slipped to 10.4% from last year’s 23.2%. Despite a shortfall in earnings growth over the past year, the company has built a solid five-year track record with average annual earnings growth of 67.7% and high-quality current profits. Shares trade at $7.40, notably below the assessed fair value of $16.75. This presents a potential value opportunity, but...
NYSE:FSS
NYSE:FSSMachinery

Federal Signal (FSS): Margin Holds at 11.2%, Supporting Ongoing Premium Valuation Debate

Federal Signal (FSS) maintained a steady net profit margin of 11.2% year over year, underscoring consistent profitability. Over the last five years, the company’s earnings have grown at an average rate of 21.2% annually, but growth eased to 9.6% in the most recent year. Looking forward, analysts expect earnings to climb 11.8% per year and revenue to grow at 10.8% per year, outpacing the broader US market’s 10.3% forecast. With its current share price below DCF-based fair value and trading at...
NYSE:CWH
NYSE:CWHSpecialty Retail

Is Camping World (CWH) Undervalued After Recent 21% Pullback? A Fresh Look at Valuation

Camping World Holdings (CWH) stock has experienced a bit of a pullback over the past month, losing more than 21% as investors digest shifts in the broader retail landscape and recent company performance. Despite recent challenges, camping remains a popular option for many families. See our latest analysis for Camping World Holdings. Camping World's recent slide comes after a tough year, with a year-to-date share price return of -39.7% and a one-year total shareholder return of -36.3%...
NasdaqGS:NTAP
NasdaqGS:NTAPTech

NetApp (NTAP): Assessing Valuation Following Strong Earnings and Aligned Guidance

NetApp (NTAP) recently announced earnings that topped analyst revenue forecasts, with full-year guidance aligning with what the market expected. This steady performance makes NetApp stand out from several of its peers in the tech sector. See our latest analysis for NetApp. After outpacing revenue forecasts, NetApp’s stock hasn’t seen a dramatic surge, but momentum is still building under the surface. The share price is up 14.31% over the last 90 days, even as year-to-date performance remains...
NYSE:RAMP
NYSE:RAMPSoftware

LiveRamp (RAMP) Clean Room Integration With Meta Could Be a Game Changer for Growth

Earlier this month, LiveRamp announced expanded measurement capabilities, enabling retail media networks to connect Meta campaign results with their own first-party sales data through the LiveRamp Clean Room for deeper attribution insights. This enhancement gives retailers and their partners the ability to demonstrate more accurate campaign performance and make informed budget decisions, underscoring LiveRamp's position as a trusted, neutral data collaborator for publishers. We’ll explore...
NYSE:RWT
NYSE:RWTMortgage REITs

Redwood Trust (RWT) Trades at Discount as Forecast Revenue Growth Tops Market Narrative

Redwood Trust (RWT) continues to report losses, but has reduced its annual losses by 2.3% per year over the last five years. Looking ahead, analysts forecast revenue growth of 21.4% per year and a striking 98.07% annual increase in earnings, with the company potentially reaching profitability within three years. While shares trade at $5.34, well below the estimated fair value of $9.83 and analyst targets, investors are balancing the upbeat growth outlook with concerns about unsustainable...
NYSE:TDOC
NYSE:TDOCHealthcare Services

Teladoc Health (TDOC): Ongoing Losses Persist, Testing Value Narrative at 0.6x Price-to-Sales

Teladoc Health (TDOC) remains unprofitable, with forecasts indicating no expectation of profitability over the next three years. The company has narrowed its losses at a 12% annual rate over the past five years, while revenue is projected to increase by 2.3% per year. This revenue growth rate trails the US market average of 10.3%. Despite ongoing net losses and a stagnant profit margin, shares currently trade at a Price-to-Sales Ratio of 0.6x. This is well below both the US Healthcare...
NasdaqGS:PLPC
NasdaqGS:PLPCElectrical

Preformed Line Products (PLPC) Earnings Growth Accelerates, Reinforcing Bullish Consistency Narratives

Preformed Line Products (PLPC) delivered 13.1% earnings growth over the past year, outpacing its own five-year average growth rate of 5.3% per year. Forward-looking estimates suggest earnings are set to grow by 12.46% per year and revenue by 6.1% annually. However, both are expected to trail the wider US market’s growth. Despite a net profit margin that has dipped slightly to 5.6%, investors will note the company's price-to-earnings ratio of 28.9x, which is below electrical industry and peer...
NYSE:GSL
NYSE:GSLShipping

Global Ship Lease (NYSE:GSL): Is There Value After Recent Earnings Decline?

Global Ship Lease (GSL) shares have drawn attention after the company posted its latest set of financial results, showing declines in both annual revenue and net income. Investors are weighing whether the recent data affects the long-term value story. See our latest analysis for Global Ship Lease. After sliding earlier in the year, Global Ship Lease’s share price is showing renewed momentum with a 35.1% year-to-date gain and a robust 39.1% total return over the past year. The rally suggests...
NasdaqGS:BLKB
NasdaqGS:BLKBSoftware

Blackbaud (BLKB) Losses Deepen, Undervalued Multiple Sharpens Focus on Path to Profitability

Blackbaud (BLKB) continues to operate at a loss, with net losses deepening at an annualized pace of 66.1% over the last five years. Revenue is forecast to grow by 3.9% per year, trailing the broader US market’s average of 10.3%. Despite these losses, market watchers are focused on Blackbaud’s projected shift to profitability within the next three years. Earnings are expected to climb at a rapid 50.95% annual rate over that period. The setup for investors is a combination of above-average...
NasdaqGS:VMEO
NasdaqGS:VMEOInteractive Media and Services

Should Vimeo’s (VMEO) AI-Powered Upgrade and Earnings Miss Shape Investors’ Long-Term Perspective?

Vimeo recently unveiled a major update to its video platform, introducing advanced AI-powered creative tools and collaborative features at its second annual REFRAME conference in New York, while also reporting third quarter earnings showing sales of US$105.76 million and a shift to a net loss. This combination of transformative platform enhancements and subdued financial performance highlights both the company's push for innovation and the operational pressures faced during this...
NYSE:ELS
NYSE:ELSResidential REITs

Equity LifeStyle Properties (ELS): Exploring Valuation as Dividend Is Declared and Earnings Show Continued Growth

Equity LifeStyle Properties (ELS) just declared a fourth quarter dividend of $0.515 per share. The announcement comes after steady growth in sales, revenue, and net income for the latest quarter. See our latest analysis for Equity LifeStyle Properties. Shares of Equity LifeStyle Properties have reflected a mix of steady operations and shifting market sentiment. Despite solid growth in recent earnings and management’s continued confidence, the 1-year total shareholder return sits at -10.56%,...
NYSE:NEM
NYSE:NEMMetals and Mining

Is Newmont Attractively Priced After a Wild 114.5% Rally in 2025?

Thinking about adding Newmont to your portfolio but not sure if the current price is a bargain or a trap? You are not alone. A lot of investors are keeping a close eye on its valuation right now. Newmont’s share price has been on a wild ride, up a stunning 114.5% year to date and boasting an 84.8% gain over the last 12 months, but it has also seen sharp drops, such as a -7.4% decline in just the last week. Much of this volatility is tied to shifting sentiment in the gold market and...
NYSE:AAP
NYSE:AAPSpecialty Retail

Advance Auto Parts (AAP) Profitability Path Challenges Market Growth Narratives

Advance Auto Parts (AAP) remains in the red, with losses deepening at an average rate of 64.1% per year over the past five years. Looking ahead, analysts project earnings growth of 20.37% annually, positioning AAP to shift into profitability within the next three years, which is a faster pace than the broader market's average. Revenue, on the other hand, is forecast to rise just 1.9% per year, lagging behind the US market’s 10.3% growth estimate. The balance for investors is a promising...
NYSEAM:IE
NYSEAM:IEMetals and Mining

Ivanhoe Electric (IE): Reviewing Valuation After $150M Equity Raise and Investor Response

Ivanhoe Electric (IE) just completed a $150 million follow-on equity offering, with underwriters fully exercising their option for additional shares. The proceeds are set to fund project payments and further exploration efforts. See our latest analysis for Ivanhoe Electric. After Ivanhoe Electric's follow-on equity offering and the full exercise of the underwriters’ option, the company’s 1-day share price return of 2.50% suggests investors reacted favorably to its new capital plans, despite...
NasdaqGS:PI
NasdaqGS:PISemiconductor

Impinj (PI) Priced for 113.9% Earnings Growth Despite Ongoing Losses and Share Price Volatility

Impinj (PI) remains unprofitable and has not reported a recent period of positive earnings, but over the last five years, the company has reduced its losses at an impressive 46.4% per year. Looking ahead, forecasts point to profitability within three years, with annual earnings expected to surge 113.9% and revenue projected to climb 19.8% per year. This is well above the estimated 10.3% growth rate for the US market. Investors will be keeping a close eye on whether rapid growth potential...
NYSE:RMD
NYSE:RMDMedical Equipment

Does ResMed's (RMD) Strong Q1 and Steady Dividend Reveal a Durable Growth-Margin Balance?

ResMed Inc. recently reported first quarter 2026 earnings, posting sales of US$1.34 billion and net income of US$348.54 million, both higher than the same period last year, and reaffirmed a quarterly dividend of US$0.60 per share for shareholders of record on November 13, 2025, with payment due December 18, 2025. The announcement highlights ResMed’s continued sales growth alongside its consistent dividend policy, underscoring management’s focus on balancing business expansion and shareholder...
NasdaqGS:FYBR
NasdaqGS:FYBRTelecom

Frontier Communications (FYBR): Evaluating the Stock’s Valuation After Recent Gains

Frontier Communications Parent (FYBR) has drawn attention among investors thanks to steady returns over the past month and strong multi-year performance. Its recent share movement offers investors another reason to review the company’s underlying growth story. See our latest analysis for Frontier Communications Parent. Shares of Frontier Communications Parent have steadily climbed this year, with an 8.2% year-to-date share price return highlighting momentum as investors grow more optimistic...
NYSE:CLF
NYSE:CLFMetals and Mining

Should You Reevaluate Cleveland-Cliffs After a 28.5% Rally and Recent Pullback?

Curious if Cleveland-Cliffs is a hidden gem or a value trap? Let’s dig into the stock and see what is really beneath the surface for investors. Shares are up 28.5% year-to-date, but they have pulled back about 6% in the past week, making some wonder whether there is opportunity or increased uncertainty ahead. Recent headlines have highlighted moves in the steel industry, including shifts in international tariffs and talk about domestic infrastructure spending. Both factors tend to influence...
NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Does Gilead Sciences Offer Strong Value After Breakthroughs in Antiviral Treatments?

Wondering if Gilead Sciences might be the right stock to add to your portfolio? Let's dive into what could make it a standout value pick. The stock has been on quite a run, climbing 28.9% year-to-date and up 37.3% over the last year. Even with a slight -1.9% dip in the past week, that might have caught some eyes. Recent headlines have focused on Gilead's breakthroughs in antiviral treatments and strategic partnerships within the biotech sector, putting the company firmly...
NYSE:ACA
NYSE:ACAConstruction

How Investors Are Reacting To Arcosa (ACA) Raising Guidance After Surging Q3 Earnings

Arcosa, Inc. recently reported third quarter 2025 results, announcing sales of US$797.8 million and net income of US$73 million, with significant year-over-year increases in both metrics, and updated its full-year 2025 earnings guidance to revenues of US$2.86 billion to US$2.91 billion and net income of US$201.4 million to US$203.9 million. These results highlight stronger operating performance and reflect continued benefits from recent acquisitions and demand growth across Arcosa's...