NasdaqGS:AAON
NasdaqGS:AAONBuilding

AAON (AAON): Evaluating Valuation Following Strong BASX Demand and Upbeat Full-Year Guidance

AAON (AAON) delivered a strong quarter, with revenue and profit outpacing expectations thanks to demand for its BASX data center cooling solutions. Management also raised full-year sales growth guidance, pointing to continued operational momentum. See our latest analysis for AAON. AAON’s share price has bounced back in recent weeks, climbing over 27% in the past three months as investors reacted to upbeat guidance, a record backlog in the BASX segment, and new executive appointments. Even...
NasdaqGM:VCYT
NasdaqGM:VCYTBiotechs

Veracyte (VCYT): Exploring Valuation After Recent Share Price Rally

Veracyte (VCYT) has been attracting attention as its stock climbed nearly 22% over the past month. Investors are taking note of the company’s momentum, especially as market sentiment favors innovative players in the diagnostics space. See our latest analysis for Veracyte. Veracyte's momentum this month builds on a sharp recovery, with a 47.2% share price return in the past 90 days. This stands out against a more modest 8.9% total shareholder return over the past year. It appears that...
NYSE:AXS
NYSE:AXSInsurance

A Look at AXIS Capital Holdings (NYSE:AXS) Valuation Following New Shelf Registration and Earnings Growth

AXIS Capital Holdings (NYSE:AXS) has just filed a universal shelf registration, which gives it the flexibility to raise a range of capital types in the future. The move follows a period of solid financial performance. See our latest analysis for AXIS Capital Holdings. AXIS Capital Holdings’ latest moves come after a robust quarter, with revenue and net income both up year-over-year, fueling investor enthusiasm. Momentum appears to be building, as shown by a 12% year-to-date share price return...
NYSE:WTTR
NYSE:WTTREnergy Services

Select Water Solutions Outlook After Recent Expansion Fuels 12% Price Jump

Curious if Select Water Solutions could be a hidden gem or if the current price already factors in all the upside? You're not alone. Today we're taking a closer look at its value for investors like you. Stock price action has been a bit of a rollercoaster, with a 12% rise over the last month. However, the shares are still down 20% year-to-date. In recent weeks, coverage around the company's expansion into new service contracts and strategic partnerships has fueled fresh optimism. Some...
NYSE:NVST
NYSE:NVSTMedical Equipment

Should Envista Holdings' (NVST) Mixed Q3 Results and Share Buybacks Prompt Investor Re-evaluation?

In late October 2025, Envista Holdings reported third quarter results, showing year-over-year sales growth to US$669.9 million but a swing to a net loss of US$30.3 million, and updated its fiscal 2025 core sales growth forecast to approximately 4%. Envista also completed a significant tranche of its share repurchase program, buying back nearly 8 million shares for US$141.45 million, while year-to-date results reflected improved profitability compared to the prior year. We’ll examine how...
NasdaqGS:ONB
NasdaqGS:ONBBanks

Will ONB’s Focus on Loan Diversification Shape Old National’s Next Chapter?

Old National Bancorp recently released an investor presentation outlining its Q3 2025 financial results, highlighting priorities such as a diversified loan portfolio, robust credit culture, and a low-cost deposit base for sustained shareholder value. An interesting aspect included the company's emphasis on non-GAAP financial measures to present core operational performance and recent positive analyst sentiment, including an Outperform rating, which reflects renewed confidence in its capital...
NYSE:PHIN
NYSE:PHINAuto Components

PHINIA (PHIN): Valuation Update Following Q3 Results and Revised 2025 Outlook

PHINIA (PHIN) just released its third quarter results, showing that while sales climbed year over year, net income actually fell. The company also updated its full-year guidance for 2025, which gives investors plenty to consider. See our latest analysis for PHINIA. PHINIA’s past year has seen steady momentum, with the share price gaining 11.6% year-to-date and a 1-year total shareholder return of 4.2%. Major moves, including a quarterly dividend affirmation, continued share buybacks, and a...
NasdaqGS:OPK
NasdaqGS:OPKHealthcare

OPKO Health (OPK): Evaluating Valuation After Oncology Business Sale and Updated Earnings Guidance

OPKO Health (OPK) is in the spotlight after updating its earnings guidance for the fourth quarter, taking into account the recent sale of its oncology business. Revenue expectations and profit shares are being recalibrated as a result. See our latest analysis for OPKO Health. The latest earnings guidance update comes after OPKO Health's recently reported quarterly results, which showed both revenue and net income sliding year-over-year. Investors have clearly taken note: the share price is...
NYSE:DEI
NYSE:DEIOffice REITs

Why Douglas Emmett (DEI) Is Down 5.9% After Reporting a Swing to a Quarterly Net Loss

Douglas Emmett, Inc. reported third quarter 2025 results, showing sales of US$216.63 million and a swing from net income to a net loss of US$10.85 million, with a basic loss per share of US$0.07. This marks a shift in the company’s financial performance, as operating results have been affected by higher expenses and operational pressures in its core office and multifamily markets. Given this swing to a quarterly net loss and increased pressure on profitability, we’ll explore what this means...
NYSE:GIS
NYSE:GISFood

What General Mills (GIS)'s Expansion of Kernza Use Reveals About Its Sustainability-Driven Growth Strategy

General Mills recently announced it is quadrupling its use of the perennial grain Kernza in four Cascadian Farm cereals, aiming to advance sustainability for U.S. organic farmers and improve soil health. This move highlights General Mills' focus on climate-friendly innovation, coming as the company seeks fresh growth avenues amid ongoing competitive and sales pressures. We’ll explore how the accelerated adoption of Kernza grain fits into General Mills’ broader innovation and...
NasdaqGS:LIVN
NasdaqGS:LIVNMedical Equipment

LivaNova (LIVN): Assessing Valuation After Strong Q3 Growth, Raised Guidance, and Innovation Milestones

LivaNova (LIVN) reported third quarter results that caught the eye of investors, with organic revenue up 13% due to strong cardiopulmonary and epilepsy segment growth. The company also raised its full-year revenue outlook, highlighting continued momentum. See our latest analysis for LivaNova. LivaNova’s strong Q3 revenue growth and the upbeat full-year outlook have helped fuel a 9% share price return so far this year. This reflects renewed optimism around the company's innovation pipeline and...
NYSE:VIK
NYSE:VIKHospitality

Exploring Viking Holdings (VIK) Valuation After 2% Stock Rebound and Strong Year-to-Date Gains

Viking Holdings (VIK) has seen its stock climb 2% over the past day, recovering from losses earlier in the week. Year to date, the company’s shares have returned 36%, attracting interest from investors watching the travel sector. See our latest analysis for Viking Holdings. That quick rebound comes after a modest dip last week. The momentum for Viking Holdings remains positive, with a 1-year total shareholder return of 34% and a 36% share price jump year-to-date. Investors seem to be warming...
NasdaqCM:RGTI
NasdaqCM:RGTISemiconductor

Rigetti Computing (RGTI): Assessing Valuation After Recent Share Price Volatility

Rigetti Computing (RGTI) shares have experienced some volatility in recent trading. Over the past month, the stock has declined around 25%, even as its year-to-date return remains up by 65%. See our latest analysis for Rigetti Computing. Rigetti’s momentum has shifted noticeably, with the latest 30-day share price return of -24.7% marking a sharp pullback after this year’s strong run. Its year-to-date share price return still stands at an impressive 65%. Notably, long-term investors who held...
NasdaqGS:UPST
NasdaqGS:UPSTConsumer Finance

Upstart (UPST): Examining Valuation Following Recent Share Price Declines

Upstart Holdings (UPST) is coming off a challenging stretch, with the stock down 20% over the past month and nearly 50% over the past year. Investors may be curious about what is driving these moves and where the company stands now. See our latest analysis for Upstart Holdings. Upstart Holdings’ share price has struggled for momentum lately, with a harsh 20% drop over the past month and nearly 50% lower total shareholder return over the past year. Although there have been solid three-year...
NasdaqGS:PANW
NasdaqGS:PANWSoftware

How Palo Alto Networks' Autonomous AI Security Launches Could Shape the Investment Outlook for PANW

In late October 2025, Palo Alto Networks announced a series of next-generation AI security and automation products, including Prisma AIRS 2.0, Cortex AgentiX, and Cortex Cloud 2.0, designed to deliver comprehensive protection and autonomous workflow orchestration across the entire AI and cloud application lifecycle. A unique highlight of these launches is the integration of autonomous AI red teaming and model inspection, directly addressing the urgent need for robust enterprise guardrails as...
NasdaqGS:ADI
NasdaqGS:ADISemiconductor

Does Market Buzz Mean Analog Devices Shares Are Priced Right After Recent Strategic Partnerships?

Ever wondered if Analog Devices is actually worth its current share price, or if the market is just caught up in the excitement? You are not alone. Today we will cut through the noise to get some answers. While the stock is up 3.0% over the past month and has delivered a solid 9.8% gain year to date, longer-term returns show an 83.6% rise over five years and 51.7% over the past three years, but only 7.0% in the last twelve months. Industry chatter has been buzzing about Analog Devices as it...
NasdaqGS:SYNA
NasdaqGS:SYNASemiconductor

Synaptics (SYNA): Assessing Valuation After New Earnings and Forward Guidance Reveal Operational Progress

Synaptics (SYNA) just released its first quarter results, showing higher sales and a narrower net loss compared to last year. Alongside the report, management issued new guidance for the coming quarter. See our latest analysis for Synaptics. Synaptics shares have seen a bit of a rebound recently, notching a 1-month share price return of 10%. However, the year-to-date performance tells a more challenging story with shares still down 17%. Even with the steady flow of news, including earnings,...
NasdaqGS:ADEA
NasdaqGS:ADEASoftware

Adeia (ADEA): Assessing Valuation After 2025 Guidance Cut and Investor Reaction

Adeia (ADEA) drew attention after management cut its revenue and net income guidance for 2025, now forecasting both measures to come in well below previous expectations. This shift is particularly relevant for investors monitoring future earnings potential. See our latest analysis for Adeia. Adeia’s reduced guidance has left its mark on sentiment, with the share price slipping nearly 10% over the past month as investors react to lower earnings projections. Still, with a 1-year total...
NYSE:GM
NYSE:GMAuto

General Motors (GM): Valuation Insights Following Extended Tariff Relief and U.S. Manufacturing Expansion

General Motors (GM) shares have caught extra attention following the Trump administration's decision to extend tariff relief options for automakers. The extension eases cost pressures and encourages more investment in U.S. manufacturing capacity. See our latest analysis for General Motors. GM's share price has rallied an impressive 28% over the past month alone, fueled by tariff relief and fresh investment in U.S. plants. Recent headlines, including a major class action lawsuit and new model...
NasdaqGM:RNA
NasdaqGM:RNABiotechs

Should Doubling of Net Losses in Q3 Require Action From Avidity Biosciences (RNA) Investors?

Avidity Biosciences, Inc. recently announced its third quarter 2025 earnings, reporting a net loss of US$174.44 million, more than double the loss from the same period last year. This considerable increase in losses may point to higher operating expenses or other challenges impacting the company's financial trajectory. With heightened net losses as a focal point, we'll explore how this development shapes Avidity Biosciences' investment narrative moving forward. We've found 16 US stocks that...
NasdaqGS:LULU
NasdaqGS:LULULuxury

A Look at Lululemon (LULU) Valuation After Recent Share Price Gains and One-Year Slide

Lululemon athletica (LULU) has seen its stock make modest gains over the past week, up nearly 3%. Investors are watching closely given the stock's longer-term performance, which has lagged with a roughly 12% slide over the past 3 months. See our latest analysis for lululemon athletica. Lululemon athletica’s share price has recently ticked higher; however, the momentum fades in the bigger picture. The 1-year total shareholder return of negative 46.5% underscores continued challenges after a...
NYSE:PPL
NYSE:PPLElectric Utilities

Will Strong Q3 Results and Reaffirmed Guidance Change PPL's (PPL) Long-Term Growth Narrative?

PPL Corporation recently reported strong third quarter 2025 results, showing robust increases in sales and net income compared to the prior year, and has narrowed its ongoing 2025 earnings guidance to US$1.78 to US$1.84 per share while maintaining its 2028 EPS and dividend growth targets. This combination of solid financial performance and a reaffirmed multi-year growth outlook demonstrates management’s confidence in the company’s long-term revenue and earnings potential. We'll explore how...
NasdaqGS:TARS
NasdaqGS:TARSPharmaceuticals

Tarsus Pharmaceuticals (TARS): Valuation Insights After Strong Q3 Revenue Growth and Upbeat Guidance

Tarsus Pharmaceuticals (TARS) just released its third quarter results, reporting a sharp increase in year-over-year revenue and a meaningful narrowing of net loss. The company also shared upbeat revenue guidance for the coming quarter, which signals ongoing momentum. See our latest analysis for Tarsus Pharmaceuticals. Tarsus Pharmaceuticals’ latest wave of upbeat financial news has lit a fire under the share price, with a 6.65% gain in one day and a 41.73% share price return over the past...
NYSE:CCK
NYSE:CCKPackaging

Crown Holdings (CCK): Assessing Valuation Following Upgraded 2025 Outlook and Shareholder Return Boost

Crown Holdings (CCK) just raised its full-year 2025 earnings and free cash flow forecasts, indicating a stronger outlook. The update follows continued growth in its European business along with a focus on shareholder returns. See our latest analysis for Crown Holdings. Crown Holdings’ upbeat 2025 outlook follows a robust year-to-date share price return of 22%, as the company ramped up buybacks and boosted shareholder returns. While its recent buyback activity caught investor attention, the...