NYSE:ETSY
NYSE:ETSYMultiline Retail

Etsy (ETSY): Evaluating Valuation as Holiday Campaigns and Product Updates Target Growth in Shifting Market

Etsy is turning up the volume on its 2025 holiday season, unveiling a multi-channel marketing campaign focused on personalized gifting and emotional connections. At the same time, the company is piloting instant seller payouts and building new digital partnerships. See our latest analysis for Etsy. Etsy’s share price has been on a rollercoaster this year, rallying over 11% year-to-date but dropping 14% in the past month as investor sentiment adjusted to slowing buyer growth and a looming CEO...
NasdaqGS:ARQT
NasdaqGS:ARQTBiotechs

Does ZORYVE’s Expanded FDA Approvals and Arcutis Biotherapeutics’ First Profit Mark a Turning Point for ARQT?

In recent days, Arcutis Biotherapeutics announced results from a Phase 2 long-term study showing that ZORYVE foam 0.3% is safe and effective for up to one year in treating seborrheic dermatitis, alongside new FDA approvals and the U.S. launch of ZORYVE cream for expanded pediatric use. The company also reported its first profitable quarter, beating expectations and accelerating its cash flow break-even outlook, driven by commercial traction for its ZORYVE product portfolio. These...
NYSE:GWW
NYSE:GWWTrade Distributors

How Weaker Profits and Lowered Guidance Will Impact W.W. Grainger (GWW) Investors

W.W. Grainger recently reported its third quarter 2025 results, highlighting a decline in net income to US$294 million from US$486 million a year earlier, despite sales rising to US$4.66 billion; the company also lowered its full-year revenue guidance and affirmed a quarterly dividend of US$2.26 per share. This combination of reduced earnings and a tempered sales outlook stands out even as the company continued an active share buyback program totaling 3.31% of shares under the current...
NYSE:NGL
NYSE:NGLOil and Gas

NGL Energy Partners (NGL) Is Up 47.4% After Raising Guidance on Water Solutions Strength—What’s Changed?

NGL Energy Partners reported second quarter earnings for the period ended September 30, 2025, with US$674.68 million in revenue and US$29.28 million in net income, alongside year-over-year improvements in earnings per share. The company also raised its full-year adjusted EBITDA guidance and increased growth capital expenditures due to new contract commitments in its Water Solutions segment. We'll examine how NGL's increased earnings guidance, supported by Water Solutions growth, is shaping...
NYSE:IRT
NYSE:IRTResidential REITs

A Look at Independence Realty Trust’s (IRT) Valuation After Earnings Miss and Guidance Cut

Independence Realty Trust (IRT) caught investors’ attention after posting third-quarter earnings that missed expectations and lowering its full-year guidance. The company pointed to fewer asset sales as the main reason for the revised outlook. See our latest analysis for Independence Realty Trust. Softer earnings and guidance resets have clearly sharpened the market’s focus on Independence Realty Trust’s challenges this year. The share price has slid 16.7% so far in 2025, and total...
NYSE:APO
NYSE:APODiversified Financial

Why Apollo Global (APO) Is Up 6.5% After Beating Earnings and Announcing 8VC Venture Partnership

Apollo Global Management recently reported third quarter results that exceeded analyst expectations, highlighted by record assets under management, robust fee-related earnings growth, and significant new investments in renewable energy and venture technology. Apollo and 8VC also announced a partnership focused on deploying capital into advanced manufacturing, aerospace, energy, and life sciences, expanding Apollo's reach into high-growth sectors through tailored capital solutions and real...
NasdaqGS:BMBL
NasdaqGS:BMBLInteractive Media and Services

Bumble (BMBL): Evaluating Valuation After Weak Q3 Results and Pessimistic Guidance

Bumble (BMBL) shares dropped sharply after the company announced third-quarter results, featuring a 16% fall in paying users and a 10% drop in revenue from the prior year. The company also issued cautious guidance for the upcoming quarter. See our latest analysis for Bumble. Bumble’s share price has tumbled over 46% year-to-date and is down 47% on a total return basis over the last year, as investors reacted to weaker guidance and ongoing declines in paying users. While recent news about a...
NYSE:LUMN
NYSE:LUMNTelecom

Lumen Technologies (LUMN): Evaluating Valuation After Deeper Losses and Revenue Guidance in Q3 Earnings

Lumen Technologies (NYSE:LUMN) shares dropped sharply after the company reported a larger quarterly net loss and lower sales than a year ago. The company also provided guidance for continued revenue declines this quarter. Even with management reaffirming their full-year growth outlook and highlighting major investments in artificial intelligence projects, investors focused on the disappointing financial results and cautious forecast. See our latest analysis for Lumen Technologies. Lumen...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Does Amazon’s AI Rollout Signal Further Gains for Investors in 2025?

Ever find yourself wondering if Amazon.com still offers long-term value or if most of the upside is already reflected in the price? Let's break down the factors that actually drive what this stock is worth. Amazon shares have delivered a solid 13.0% jump in the past month and are up 17.4% over the past year, showing both near-term momentum and resilience in a changing market. News about Amazon rolling out new AI-powered features across its retail and cloud businesses has fueled optimism,...
NYSE:UNH
NYSE:UNHHealthcare

Does UnitedHealth’s (UNH) Dividend Growth Highlight Enduring Strength or Mask Shifting Industry Pressures?

UnitedHealth Group recently raised its full-year 2025 earnings outlook after reporting third-quarter revenue of US$113.16 billion and announcing a cash dividend of US$2.21 per share to be paid in December 2025. The company’s ongoing commitment to dividends, with 33 consecutive years of payments and 15 years of increases, underscores its focus on consistent shareholder returns and financial resilience. We'll explore how the raised earnings forecast amid ongoing industry pressures shapes...
NYSE:GPC
NYSE:GPCRetail Distributors

Should Genuine Parts’ (GPC) Revenue Beat and Strategic Progress Prompt a Closer Look From Investors?

Genuine Parts recently announced third quarter results that exceeded analyst revenue expectations by 2.2%, as highlighted by President and CEO Will Stengel, who also noted ongoing progress on strategic initiatives. Despite the encouraging revenue performance and positive management commentary, the market appeared to be concerned about other elements in the report that were not fully offset by the revenue beat. Let's explore how the company’s strong revenue results and strategic execution...
NYSE:CBRE
NYSE:CBREReal Estate

CBRE Group (NYSE:CBRE): Assessing Valuation as Momentum Slows After Strong Multi-Year Performance

CBRE Group (CBRE) stock saw mild movement this week, with returns holding steady after recent weeks of minimal change. Investors following CBRE may be watching for updates that could influence its direction in the coming month. See our latest analysis for CBRE Group. With its share price up 17.5% year-to-date and a 12.2% total shareholder return over the past year, CBRE Group has steadily rewarded patient investors. However, the momentum has cooled from the multi-year climb that saw a 164%...
NYSE:AEO
NYSE:AEOSpecialty Retail

A Look at American Eagle Outfitters's Valuation After a 19.5% 30-Day Share Price Rally

American Eagle Outfitters (AEO) has been drawing attention with its recent stock movement. Over the past month, shares have climbed nearly 20%, reflecting shifting sentiment among investors in the retail apparel space. See our latest analysis for American Eagle Outfitters. After months of subdued trading, American Eagle Outfitters' 19.5% share price rally over the past 30 days has definitely turned heads. This strong momentum builds on a solid 90-day move and comes despite a slightly negative...
NasdaqGS:SHOP
NasdaqGS:SHOPIT

Shopify (SHOP): Evaluating Valuation After Q3 Growth and New Estee Lauder Partnership

Shopify (SHOP) is drawing attention after delivering strong third-quarter results, with revenue up sharply year-over-year. The company also provided guidance for continued double-digit growth in the upcoming quarter, reinforcing optimism among investors. See our latest analysis for Shopify. Shopify's share price has been on a wild ride, rallying over 41% year-to-date and boasting a 1-year total shareholder return of nearly 75% as momentum builds from robust revenue growth and new enterprise...
NYSE:SHO
NYSE:SHOHotel and Resort REITs

Sunstone Hotel Investors (SHO): Exploring Valuation Following Recent Momentum in Share Price

Sunstone Hotel Investors (SHO) recently saw its stock climb close to 2% on the day, despite a sluggish broader market trend. With share prices edging toward the $9.50 mark, investors are eyeing how recent performance compares with its valuation. See our latest analysis for Sunstone Hotel Investors. Momentum has picked up for Sunstone Hotel Investors lately, with a 1-day share price return of nearly 2% and gains continuing over the past month and quarter. Still, shares are down notably...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

Microsoft’s $9.7 Billion AI Cloud Deal Might Change The Case For Investing In IREN (IREN)

Earlier this month, Microsoft announced it has signed a US$9.7 billion, five-year cloud services agreement with IREN Limited, giving it access to NVIDIA GB300 GPUs at IREN's Texas data centers as part of a major AI infrastructure push; IREN also secured a separate US$5.8 billion GPU and equipment purchase agreement with Dell Technologies to be rolled out through 2026. This deal accelerates IREN's shift from Bitcoin mining to a global AI cloud provider, leveraging renewable-powered data...
NasdaqGM:SIGA
NasdaqGM:SIGAPharmaceuticals

SIGA Technologies (SIGA) Is Down 21.0% After TPOXX Sales Drop and Third-Quarter Net Loss - Has The Bull Case Changed?

SIGA Technologies reported its third-quarter 2025 financial results this week, revealing a drop in quarterly revenue to US$2.62 million and a net loss of US$6.37 million compared to a profit in the same period last year. Despite strong nine-month performance, quarterly sales of its main antiviral treatment, TPOXX, declined sharply, increasing focus on the company’s reliance on government procurement and international regulatory progress. We’ll consider how the sharp third-quarter sales drop...
NasdaqGS:PDD
NasdaqGS:PDDMultiline Retail

Is There Value in PDD Holdings After Its 40% Rally and Global Expansion News?

Ever wondered if PDD Holdings is a bargain or just riding a wave? You are not alone. With all the chatter about its market value, you are smart to take a closer look. The stock has jumped 40.1% year-to-date and is up 15.3% over the past year, signaling renewed optimism and a sense that growth potential is being recognized by investors. Fueling these moves, PDD Holdings recently made headlines by expanding its international e-commerce footprint and forging new partnerships. Both actions have...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

What DraftKings (DKNG)'s Exclusive ESPN Sportsbook Deal Could Mean for Shareholders

Walt Disney Co. recently announced a multi-year partnership naming DraftKings as the exclusive sportsbook and odds provider for ESPN, starting in December 2025, following the early termination of ESPN's previous deal with Penn Entertainment. This agreement is expected to give DraftKings significant exposure across ESPN’s digital platforms, potentially bolstering user acquisition and expanding its presence in the fast-evolving online sports betting industry. We'll now examine how this new...
NYSE:WEC
NYSE:WECIntegrated Utilities

WEC Energy Group (WEC): Examining Valuation After a Recent Pullback in Share Price

WEC Energy Group (WEC) shares have shown modest moves lately, and many investors are taking a close look at the company’s recent performance for clues about future direction. Over the past month, the stock slipped about 2%. See our latest analysis for WEC Energy Group. After a period of steady gains, WEC Energy Group's latest 30-day share price return of -1.96% marks a slight pullback. The stock still boasts an impressive 19.66% total shareholder return over the past year. Momentum has...
NYSE:STZ
NYSE:STZBeverage

How Investors Are Reacting To Constellation Brands (STZ) Beating Earnings Yet Cutting Full-Year Guidance

Earlier this week, Constellation Brands reported second-quarter fiscal 2026 results showing a year-over-year decline in sales and earnings amid weaker consumer demand and socioeconomic headwinds, though both figures exceeded analyst expectations. Despite lowering its guidance for full-year enterprise organic net sales and its beer and wine & spirits segments, the company forecasts an increase in reported operating income for fiscal 2026, highlighting efforts in business performance and...
NYSE:PKG
NYSE:PKGPackaging

A Look at Packaging Corporation of America's Valuation Following Q3 Results and Greif Acquisition Integration

Packaging Corporation of America (PKG) just released its Q3 2025 results, drawing investor interest thanks to updates on the integration of the recently acquired Greif containerboard operations. The acquisition adds two mills and eight plants to PKG’s operations. See our latest analysis for Packaging Corporation of America. The recent jump in Packaging Corporation of America’s share price, up over 2% in the past week, suggests investors are encouraged by its increased scale from the Greif...
NYSE:WY
NYSE:WYSpecialized REITs

A Look at Weyerhaeuser’s (WY) Valuation After Strong Q3 Earnings Growth

Weyerhaeuser (WY) just posted third-quarter earnings that showcase a strong rebound from a year ago. Net income and earnings per share both more than doubled for the period. Investors are watching closely to gauge what is behind this momentum. See our latest analysis for Weyerhaeuser. Weyerhaeuser’s recent buyback activity and strong earnings have not reversed the drift in its stock price, with a 1-year total shareholder return of -25.5% and shares now trading at $23.08. The momentum has...
NYSE:SN
NYSE:SNConsumer Durables

SharkNinja (SN) Is Up 8.1% After Raised Guidance and Netflix Partnership Is the Momentum Sustainable?

On November 6, 2025, SharkNinja reported third-quarter earnings with year-over-year growth in both sales and net income, raised its full-year sales guidance, and confirmed Adam Quigley as Chief Financial Officer following his interim tenure. The company also announced a high-visibility partnership with Netflix’s Love Is Blind, highlighting its ability to swiftly engage with trending cultural moments through marketing and product integration. We’ll consider how SharkNinja’s upgraded full-year...