NYSE:BVN
NYSE:BVNMetals and Mining

Will Higher Revenue but Lower Profit in Q3 Reshape Buenaventura's (BVN) Investment Narrative?

Compañía de Minas Buenaventura S.A.A. reported its third quarter 2025 results on October 30, showing quarterly revenue of US$431.04 million and net income of US$167.15 million. While revenue increased year-over-year, the company experienced a decrease in quarterly net income and earnings per share compared to the same period in 2024. We'll explore how this combination of higher revenue but lower net income impacts Buenaventura's investment narrative and future outlook. Outshine the giants:...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

Is It Too Late to Consider NVIDIA After Shares Jumped 41% in 2025?

Wondering whether NVIDIA's meteoric rise means it's still a good value, or if the price has already sprinted ahead of its fundamentals? Let’s dig into what’s really driving the story so you can make a smarter call. Over the past five years, NVIDIA’s stock has soared an incredible 1355.1%, jumping 41.1% so far this year despite occasional pullbacks such as this week’s 3.8% dip. Fueling this momentum, NVIDIA continues to make headlines for its leadership in graphics processing and AI hardware,...
NYSE:NNN
NYSE:NNNRetail REITs

NNN REIT (NNN): Assessing Valuation After Quarterly Earnings and Updated 2025 Guidance

NNN REIT (NNN) reported its third-quarter earnings, revealing higher revenue compared to last year, but with a modest decline in net income. The company also lowered its 2025 earnings guidance, which could shape investor expectations going forward. See our latest analysis for NNN REIT. After NNN REIT’s updated earnings outlook and revenue growth, the stock’s recent momentum has eased off a bit, with a 30-day share price return of -6.1%. However, looking longer term, total shareholder returns...
NasdaqGS:SLAB
NasdaqGS:SLABSemiconductor

How Improved Results and US Chip Manufacturing Shift the Investment Narrative at Silicon Labs (SLAB)

Silicon Laboratories recently reported third-quarter 2025 earnings, showing a year-over-year increase in sales to US$206 million and narrowing its net loss, while also issuing fourth-quarter revenue guidance of US$200 million to US$215 million and sharing updated projections for GAAP diluted earnings (loss) per share between US$0.08 and US$0.22 loss. Additionally, Silicon Labs and GlobalFoundries announced an expanded partnership to manufacture next-generation wireless system-on-chips using...
NasdaqGS:TARS
NasdaqGS:TARSPharmaceuticals

Tarsus Pharmaceuticals (TARS): Losses Deepen 39.9% Annually, Bullish Growth Narrative Faces Profitability Test

Tarsus Pharmaceuticals (TARS) remains unprofitable, with annual losses having deepened at a rate of 39.9% per year over the past five years and no improvement in net profit margins in the latest period. Looking forward, revenue is forecast to grow 20.8% per year, outpacing the broader US market’s 10.5% growth. Earnings are projected to surge 115.27% annually, positioning the company for a potential move to profitability within the next three years. Investors watching Tarsus are weighing these...
NasdaqGS:ONC
NasdaqGS:ONCBiotechs

How Global Oncology Innovation Recognition at BeOne Medicines (ONC) Has Changed Its Investment Story

BeOne Medicines was recently honored with the Global Oncology Innovation Leadership Award at BIOHK 2025, recognizing its significant advancements in global oncology research and the delivery of transformative cancer therapies in Hong Kong. This award draws attention to BeOne's strong portfolio of novel cancer treatments and its broad pipeline of over 40 late-stage or registration-potential clinical trials, establishing its leadership position in oncology innovation. Let's explore how this...
NYSE:BHE
NYSE:BHEElectronic

Benchmark Electronics (BHE): Margin Decline Challenges Bullish Narratives Despite Premium Valuation

Benchmark Electronics (BHE) reported a net profit margin of 1.5%, marking a decline from 2.5% last year, and posted negative earnings growth for the latest period despite a five-year average annual earnings growth of 21.8%. Revenue growth is forecast at 4.9% annually, lagging the broader US market’s expected 10.5%. The company’s Price-To-Earnings ratio of 43.7x and share price of $46.70 both signal a hefty premium over peers. With margins coming under pressure and current growth trends weaker...
NasdaqGS:BBSI
NasdaqGS:BBSIProfessional Services

Share Buyback and Dividend Moves Might Change the Case for Investing in Barrett Business Services (BBSI)

Barrett Business Services, Inc. recently reported its third-quarter 2025 results, with revenue rising to US$318.95 million and net income reaching US$20.62 million, alongside a new US$100 million share repurchase program and dividend continuation. An important insight is that growth was primarily fueled by the company’s professional employer services and new client additions, while management emphasized shareholder returns through both buybacks and dividends. We’ll examine how Barrett’s...
NasdaqGM:PRCT
NasdaqGM:PRCTMedical Equipment

PROCEPT BioRobotics (PRCT): Earnings Growth Forecasts Challenge Long-Standing Concerns Over Ongoing Losses

PROCEPT BioRobotics (PRCT) remains unprofitable, with net losses having grown at an annualized rate of 14.1% per year over the last five years and a negative profit margin. However, analysts are looking ahead, forecasting earnings growth of 71.13% per year and revenue increases of 18.8% annually. Both figures are well above the broader US market’s 10.5% projected growth. With profitability anticipated within the next three years, investors are weighing the promise of future gains against past...
NYSE:CTRE
NYSE:CTREHealth Care REITs

Assessing CareTrust REIT (CTRE) Valuation Following Strong Q3 Earnings and Surging Investor Confidence

CareTrust REIT (CTRE) just reported its third-quarter earnings, showing impressive jumps in both revenue and net income compared to last year. This performance has quickly caught the attention of investors. See our latest analysis for CareTrust REIT. Following its better-than-expected Q3 earnings and a seasoned board appointment, CareTrust REIT’s momentum is clear. The stock’s 1-day share price return of 1.72% and 35.75% gain year-to-date signal rising investor confidence. In addition, a...
NasdaqCM:SBET
NasdaqCM:SBETHospitality

Is SharpLink Gaming's (SBET) Bold ETH Deployment a Shift in Its Digital Asset Strategy?

SharpLink Gaming, Inc. recently announced a collaboration to deploy US$200 million worth of ETH from its corporate treasury onto the Linea zkEVM Layer 2 blockchain network over a multi-year period. This move positions SharpLink as an early adopter among public companies in leveraging institutional blockchain infrastructure to enhance onchain yield from digital assets. We'll explore how SharpLink's multi-year ETH deployment onto Linea refreshes its investment narrative amid heightened digital...
NasdaqGS:TLN
NasdaqGS:TLNRenewable Energy

Earnings Jump and Power Plant Acquisitions Could Be a Game Changer for Talen Energy (TLN)

Talen Energy Corporation reported third-quarter 2025 earnings that included a revenue increase to US$812 million and net income of US$207 million, up from the prior year, and secured US$3.90 billion in financing for acquisitions of combined-cycle gas-fired plants Freedom and Guernsey. In addition, the company increased its share repurchase program to US$2 billion through 2028, secured regulatory approvals for key facilities, reaffirmed its 2026 financial outlook, and was recently added to...
NYSE:DD
NYSE:DDChemicals

Assessing DuPont’s Valuation Amid Leadership Changes and a 51% Share Price Drop

Curious about whether DuPont de Nemours offers fair value in today’s ever-changing market? You’re in the right place to dig deeper into what the numbers say about this well-known materials giant. The stock has seen some dramatic movement lately, with a sharp drop of over 51% in the last month but a solid gain of nearly 15% over the past year. This highlights both risks and longer-term gains for investors. Recent news stories have centered around leadership changes and ongoing portfolio...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

Should F5’s Expanded AI Partnership With NVIDIA Reshape Expectations for FFIV Investors?

F5 recently announced the integration of its BIG-IP Next for Kubernetes with NVIDIA’s RTX PRO 6000 Blackwell Server Edition, aiming to enable powerful AI acceleration, improved security, and scalable application delivery for enterprise and industrial use cases. This expanded collaboration positions F5 as a technology partner in addressing operational excellence and security needs for next-generation AI deployments across large-scale data centers. We’ll examine how F5’s deeper partnership...
NYSE:HLIO
NYSE:HLIOMachinery

Helios Technologies (HLIO): $31.1M One-Off Loss Challenges Bullish Margin Narratives

Helios Technologies (HLIO) posted a 12.2% annual decline in earnings over the past five years, with net profit margin slipping to 4.2% in the most recent period from 4.6% a year earlier. The results for the twelve months to 27th September 2025 included a significant one-off loss of $31.1 million that shaped overall profitability. Looking ahead, the company is forecast to deliver annual earnings growth of 24% for the next three years, which is higher than the broader US market's expected rate...
NYSE:VAC
NYSE:VACHospitality

Assessing Marriott Vacations Worldwide (VAC) Valuation After Extended Share Price Decline and Shifting Industry Sentiment

Marriott Vacations Worldwide (VAC) has seen its share price dip nearly 2% over the past month, with a year-to-date decline of 23%. These moves come as investors reassess vacation ownership demand in light of shifting travel patterns and broader consumer sentiment. See our latest analysis for Marriott Vacations Worldwide. This year’s steady downtrend has seen Marriott Vacations Worldwide’s share price slip further, reflecting persistent questions over demand and shifting industry sentiment...
NasdaqGS:OUST
NasdaqGS:OUSTElectronic

Ouster (OUST) Revenue Forecast at 27.3% Annually Raises Margin Debate Ahead of Earnings

Ouster (OUST) is forecasting revenue growth at 27.3% per year, considerably ahead of the US market’s average 10.4% pace. Despite this top-line momentum, the company remains unprofitable, with losses having increased at an average rate of 9.4% annually over the past five years and a continued expectation of no profits for at least the next three years. Investors will likely weigh the strong growth outlook against the persistent losses and lack of margin improvement, especially given that...
NYSE:PRI
NYSE:PRIInsurance

How Primerica’s (PRI) Strong Q3 Earnings and Dividend Signal Shifting Investor Sentiment

Primerica, Inc. recently announced third quarter 2025 earnings, reporting revenue growth to US$839.85 million and net income of US$206.79 million, while also affirming a US$1.04 per share dividend payable in December to holders of record in November. Notably, Primerica’s strong quarterly results came alongside a series of analyst upgrades, reflecting renewed confidence in the company’s business momentum and captive salesforce model. With revenue and net income rising well above prior-year...
NasdaqGS:KHC
NasdaqGS:KHCFood

Is Kraft Heinz Stock Attractive After Falling 21.5% and Announcing Product Revamp?

Ever wondered if Kraft Heinz’s beaten-down stock is finally selling for less than it’s really worth? There is a lot more to the story than meets the eye. Shares have drifted down by 21.5% so far this year and are off 23.7% over the last 12 months. It is fair to say this is not a stock everyone loves right now. News that Kraft Heinz is revamping its product lines and doubling efforts to grow international sales has gotten investors talking, even as the stock price remains under pressure...
NYSE:JKS
NYSE:JKSSemiconductor

Could JinkoSolar (JKS) Use Advanced Recycling Initiatives to Strengthen Its Industry Position?

Trinity Energy recently announced the installation of approximately 1,000 JinkoSolar EAGLE G6 solar modules at a Costco Warehouse in Richland, Washington, with the project enrolled in JinkoSolar’s EAGLE Preserve recycling program, the state's first approved solar sustainability initiative. This partnership highlights a significant move toward sustainable solar adoption, as JinkoSolar will collect and recycle end-of-life modules at no cost to Costco or Trinity, underscoring a growing industry...
NYSE:ARI
NYSE:ARIMortgage REITs

Apollo Commercial Real Estate Finance (ARI): Revisiting Valuation After Return to Profitability

Apollo Commercial Real Estate Finance (ARI) has posted third quarter and nine-month results that turn last year’s losses into profits, catching the attention of investors looking for positive momentum in the sector. See our latest analysis for Apollo Commercial Real Estate Finance. Apollo Commercial Real Estate Finance’s return to profitability is building real momentum, with the stock delivering a total shareholder return of 21.17% over the last year. The recent swing back into the black...