NYSE:YELP
NYSE:YELPInteractive Media and Services

Yelp (YELP) Trims 2025 Outlook After Revenue Growth—What Does This Reveal About Its Long-Term Strategy?

Yelp Inc. reported third quarter 2025 results showing year-over-year growth in revenue to US$376.04 million and net income to US$39.32 million, while also completing a share repurchase of 1,596,000 shares during the quarter. The company lowered its full-year 2025 net revenue outlook by US$8 million at the midpoint, signaling a more cautious business forecast despite recent growth. We'll examine the impact of Yelp's reduced 2025 revenue guidance on its investment narrative and future business...
NasdaqGS:CYTK
NasdaqGS:CYTKBiotechs

A Look at Cytokinetics (CYTK) Valuation Following Strong MAPLE-HCM Study Results for Aficamten

Cytokinetics (CYTK) just unveiled fresh MAPLE-HCM study data showing that patients with hypertrophic cardiomyopathy saw marked improvement with aficamten compared to metoprolol. The findings, presented at key medical conferences, have stirred attention among investors. See our latest analysis for Cytokinetics. With the latest MAPLE-HCM results making waves, Cytokinetics has enjoyed surging momentum. The stock’s 1-day share price return of 6.91% and a remarkable 80% jump over the last 90 days...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

Is AMD’s (AMD) Push Into Auto AI a Signal of Lasting Edge or Spreading Too Thin?

STRADVISION recently announced a multi-year collaboration with Advanced Micro Devices (AMD) to showcase advanced autonomous driving perception technology, with their MultiVision software running on AMD’s Versal AI Edge hardware at CES 2026 and offering real-time, multi-camera perception solutions for next-generation vehicles. This partnership highlights the increasing integration of AMD's energy-efficient AI processors and automotive-grade systems into real-world autonomous and...
NasdaqGM:VWAV
NasdaqGM:VWAVAerospace & Defense

Will VisionWave (VWAV) Prove Its Autonomous Edge as Varan UGV Heads for European Field Trials?

VisionWave Holdings announced upcoming European field testing of its Varan UGV, a next-generation autonomous and modular ground vehicle platform designed to transform modern defense with coordinated swarm capabilities, modular payloads, and advanced navigation features. With its ability to rapidly adapt to diverse battlefield roles and operate as a swarm, the Varan platform showcases VisionWave’s ambition to lead the shift toward autonomous intelligence in ground combat operations. We’ll...
NYSE:RLI
NYSE:RLIInsurance

RLI (RLI): Evaluating the Insurer’s Valuation After Recent Modest Share Price Movement

RLI (RLI) shares have been steady recently, as the stock has shown modest movement over the past week. Investors may be curious about how RLI is navigating the current market landscape, especially since year-to-date numbers have trended lower. See our latest analysis for RLI. RLI’s share price has drifted lower throughout the year, reflecting a cooling momentum in the short term. Even so, its five-year total shareholder return of nearly 40% shows the company’s longer-term track record remains...
NYSE:DVN
NYSE:DVNOil and Gas

Devon Energy (DVN): Evaluating Valuation After Q3 Results and Share Buyback Updates

Devon Energy (DVN) just released its third quarter results. Revenue climbed to $4.3 billion from last year, though profits and earnings per share dipped. The company also wrapped up another round of share buybacks this quarter. See our latest analysis for Devon Energy. After a steady run of buybacks and a mixed third quarter, with revenue up and profits down, Devon Energy's share price has gained notable momentum recently, with an 8% one-month share price return. That said, the big picture...
NasdaqCM:HNRG
NasdaqCM:HNRGRenewable Energy

Hallador Energy (HNRG) Is Up 17.0% After Swinging to Strong Profitability in Q3 - Has The Bull Case Changed?

Hallador Energy Company recently reported its third quarter and nine-month 2025 results, highlighting a large increase in sales and a shift from a net loss to significant net income year-over-year. This earnings report reveals a sharp improvement in profitability, as basic earnings per share from continuing operations jumped to US$0.98 for the nine months compared to a loss of US$0.27 a year earlier. With robust year-over-year net income growth, we’ll explore how Hallador Energy’s improved...
NYSE:DAN
NYSE:DANAuto Components

Dana (DAN) Is Up 5.8% After Earnings Beat and Upgraded Outlook Are Cost Savings a Game Changer?

Dana Incorporated recently reported its third quarter 2025 results, posting net income of US$83 million on sales of US$1.92 billion, and announced the completion of a share repurchase of over 9.5 million shares since July. A unique aspect of these developments is Dana's raised full-year profit guidance driven by accelerated cost savings, signaling a potential shift in long-term profitability. We’ll explore how Dana's improved earnings outlook, linked to cost savings, could reshape its...
NYSE:MSI
NYSE:MSICommunications

Will Strong Q3 Results and Steady Outlook Reshape Motorola Solutions' (MSI) Investment Narrative?

On October 30, 2025, Motorola Solutions reported third quarter results with revenue of US$3.01 billion and net income of US$562 million, alongside maintaining full-year 2025 revenue guidance of approximately US$11.65 billion. The company also advanced its long-term buyback program, repurchasing over 258,000 shares last quarter, while confirming expectations of strong revenue growth in the fourth quarter. We’ll explore how the company’s reaffirmed revenue growth projections and stable...
NYSE:MRK
NYSE:MRKPharmaceuticals

Why Merck (MRK) Is Up 8.5% After Promising Phase 3 Data for Oral Cholesterol Drug Enlicitide

In recent days, Merck shared initial Phase 3 results showing its investigational once-daily oral PCSK9 inhibitor, enlicitide decanoate, led to substantial and sustained reductions in LDL cholesterol for patients with familial hypercholesterolemia and at-risk adults, with data presented at the American Heart Association Scientific Sessions 2025. The findings highlight enlicitide’s clinical impact across several lipid markers, high adherence rates, and a safety profile similar to placebo,...
NasdaqGS:NDAQ
NasdaqGS:NDAQCapital Markets

How Investors May Respond To Nasdaq (NDAQ) Expanding Private Markets Data Through LSEG Partnership

On November 6, 2025, LSEG announced a partnership with Nasdaq to license and integrate Nasdaq's private markets datasets, benchmarks, and intelligence into LSEG's Workspace and Datafeeds. This collaboration signals Nasdaq’s deepening push into private markets data, offering institutional clients expanded transparency and access within a segment traditionally limited in visibility. We'll examine how Nasdaq’s broadened private markets reach through this partnership could influence its...
NYSE:V
NYSE:VDiversified Financial

Visa (V): Evaluating Valuation After Landmark Interchange Fee Settlement with U.S. Merchants

Visa is making headlines as it approaches a settlement with U.S. merchants to reduce interchange fees and ease card acceptance rules. This move addresses a dispute that has influenced industry dynamics for years. See our latest analysis for Visa. This push toward settling the fee dispute comes at a time of innovation and partnerships for Visa. Over the past few months, they have launched embedded finance solutions for the freight industry with Transcard and taken the spotlight at major...
NYSE:CSW
NYSE:CSWBuilding

CSW Industrials (CSWI): Evaluating Valuation After Earnings Beat and Lowered Growth Outlook

CSW Industrials (CSW) just posted higher quarterly revenue and net profit compared to last year, signaling solid performance. However, analysts pointed out a drop in organic revenue because of headwinds in the U.S. residential HVACR segment. See our latest analysis for CSW Industrials. Despite recent earnings growth and an accelerating buyback program, CSW Industrials' share price has yet to rebound. After a jump this week, it is still down nearly 29% year-to-date. Meanwhile, the 1-year total...
NasdaqGS:DLO
NasdaqGS:DLODiversified Financial

Assessing DLocal (NasdaqGS:DLO) Valuation After Q3 Growth and Margin Outlook in Brazil, Argentina, and Beyond

DLocal (DLO) released its third-quarter 2025 results, reporting strong growth in payment volumes across Brazil and Argentina. Management addressed ongoing investor concerns about profit margins and geographic risk exposure during the earnings call. See our latest analysis for DLocal. DLocal’s 24% share price gain over the past three months reflects growing enthusiasm for its surging payment volumes and international reach, with investors warming to its disciplined margins amid ongoing...
NYSE:MA
NYSE:MADiversified Financial

How Investors Are Reacting To Mastercard (MA) Settlement Capping US Merchant Interchange Fees

On November 10, 2025, Visa announced a proposed settlement including Mastercard to resolve longstanding U.S. merchant litigation over credit card interchange fees, offering U.S. merchants more payment acceptance flexibility, simplified surcharging, and a five-year cap and reduction on interchange rates, pending court approval. This settlement addresses a significant legal overhang, providing U.S. merchants and payment networks with clearer rules and fee structures, and closing a multi-year...
NYSE:NFG
NYSE:NFGGas Utilities

Does National Fuel Gas Still Offer Value After a 30% Year-to-Date Surge in 2025?

Ever wondered if National Fuel Gas is actually a hidden value play, or if you might be joining in too late? You're in the right place to find out. While the stock dipped slightly by 0.2% over the past week and 5.5% over the past month, it is up an impressive 30.5% year-to-date and 121.5% over the last five years. National Fuel Gas has been catching attention in the energy sector as industry headlines highlight its ongoing infrastructure investments and strategic acquisitions. All of these...
NasdaqGS:MTSR
NasdaqGS:MTSRBiotechs

Metsera (MTSR): Assessing Valuation After This Year’s 167% Stock Surge

Metsera (MTSR) has seen its stock shift modestly over the past week, with a month-long climb of 34% catching some investors’ attention. This move comes as market interest grows around the company’s future prospects. See our latest analysis for Metsera. Metsera’s 1-month share price return of nearly 34% stands out, especially as the stock has surged by over 167% so far this year. While shorter-term momentum cooled slightly this past week, overall sentiment remains optimistic. Recent gains...
NasdaqGS:DHC
NasdaqGS:DHCHealth Care REITs

Is DHC’s Rising Revenue Enough to Offset Mounting Losses and Financial Pressures?

Diversified Healthcare Trust recently reported its third quarter and nine-month 2025 earnings, with quarterly revenue of US$388.71 million and a net loss of US$164.04 million, compared to US$373.64 million revenue and a net loss of US$98.69 million a year ago. While revenue increased year-over-year for both the quarter and nine-month periods, the company also reported an increase in net loss, highlighting ongoing operational and financial pressures. We will examine how the wider net loss...
NYSE:WAT
NYSE:WATLife Sciences

Why Waters (WAT) Is Up 5.1% After Raising 2025 Guidance and Unveiling New Detector

In November 2025, Waters Corporation raised its full-year 2025 guidance for both sales growth and earnings while introducing a new Charged Aerosol Detector designed to address key analytical challenges in quality control and development labs, with shipments expected by April 2026. This combination of boosted earnings outlook and innovative product rollout signals strengthened business confidence and highlights Waters' focus on expanding its industry solutions. We'll explore how Waters'...
NasdaqGS:NTRA
NasdaqGS:NTRABiotechs

Natera (NTRA) Is Up 5.2% After Raising 2025 Revenue Guidance and Expanding Women’s Health Portfolio

Natera announced strong third quarter results and raised its 2025 revenue guidance by US$160 million, now expecting between US$2.18 billion and US$2.26 billion, alongside an expanded gross margin outlook driven by continued improvements in average selling prices and cost of goods sold. The extension of its Fetal Focus single-gene prenatal test panel to cover 20 genes signals both a broadening women’s health offering and increased opportunity for clinical adoption. We’ll examine how Natera’s...
NasdaqGS:WBTN
NasdaqGS:WBTNInteractive Media and Services

Disney and Marvel Comics Partnership Might Change the Case for Investing in WEBTOON Entertainment (WBTN)

WEBTOON Entertainment announced a new partnership with Disney to bring around 100 blockbuster comics, including content from Marvel and Star Wars, to its global English-language app. This collaboration is part of broader efforts by WEBTOON to expand its reach and enhance user engagement by reformatting popular franchises and leveraging cross-platform media strategies. We’ll examine how WEBTOON’s Disney partnership could influence its investment outlook, especially as it aims to drive deeper...
NYSE:ULS
NYSE:ULSProfessional Services

How Investors Are Reacting To UL Solutions (ULS) Launching AI Safety Certification and Reporting Higher Earnings

Earlier this month, UL Solutions Inc. launched artificial intelligence (AI) safety certification services, reported improved third-quarter earnings with sales of US$783 million and net income of US$100 million, and its board declared a quarterly dividend of US$0.13 per share. The company's move into certifying AI-powered products directly addresses the growing importance of safety and compliance in technology, responding to increased industry demand for robust AI oversight. We’ll now examine...
NasdaqGS:CSCO
NasdaqGS:CSCOCommunications

Cisco Systems (CSCO): Evaluating Valuation as Shares Gain 5.6% Over the Past Month

Cisco Systems (CSCO) shares have seen some movement over the past month, rising about 6%. Investors are watching to see how the company’s strong track record for revenue and income growth compares with current market expectations. See our latest analysis for Cisco Systems. While Cisco's 1-day and 7-day share price returns have dipped slightly, the stock still boasts a 5.6% gain over the past month. This reflects renewed optimism as investors weigh its growth track record. With a total...
NYSE:BAC
NYSE:BACBanks

Bank of America (BAC): Exploring Valuation After Recent Share Price Momentum and Steady Financials

Bank of America (BAC) shares have inched higher over the past month, supported by modest gains in revenue and net income. The stock is drawing attention as investors size up its latest financials and steady performance. See our latest analysis for Bank of America. Bank of America’s 10% share price return over the past month stands out, especially as momentum has steadily built since the start of the year. Over the longer run, the 3-year total shareholder return of 54% suggests that recent...