NasdaqGS:VSAT
NasdaqGS:VSATCommunications

Is Viasat’s (VSAT) Record Defense Backlog and Shrinking Loss Changing Its Investment Story?

On November 7, 2025, Viasat, Inc. reported second-quarter financial results, highlighting a sharp reduction in net loss to US$61.44 million from US$137.58 million a year earlier and slight revenue growth to US$1.14 billion. The company announced a record US$1.2 billion backlog in its Defense and Advanced Technologies segment, underscoring strong demand and supportive prospects for future revenue generation. We'll explore what Viasat's improved financial performance and strengthening defense...
NYSE:VAL
NYSE:VALEnergy Services

Valaris (VAL): Assessing Valuation After Strong Q3 Earnings Jump and Major Share Buyback Completion

Valaris (VAL) just posted third-quarter earnings that saw net income climb substantially compared to a year ago, even as revenue slipped. At the same time, the company wrapped up a major phase of its share repurchase program. See our latest analysis for Valaris. Valaris has been on a roll lately, gaining positive momentum after its robust third-quarter results and high-profile share buybacks. Investors have taken notice, with the share price up 17.7% over the past month and 29.4%...
NYSE:HPQ
NYSE:HPQTech

Does Analyst Skepticism Around Earnings Shape HPQ’s Long-Term Competitive Edge?

HP's stock recently declined even as broader markets rose, attracting attention with its next earnings report set for November 25, 2025. This heightened interest reflects investor focus on slightly lower earnings expectations and a recent sell rating from Zacks Rank. We'll explore how analyst concerns about modestly reduced earnings estimates may shape HP's forward-looking investment narrative. Rare earth metals are the new gold rush. Find out which 37 stocks are leading the charge.HP...
NasdaqGS:TXG
NasdaqGS:TXGLife Sciences

Will 10x Genomics' (TXG) Flex Assay Shift the Balance Between Innovation and Revenue Stability?

10x Genomics recently reported third quarter results showing a slightly lower year-over-year revenue of US$149 million and reduced net loss, and also announced the launch of its next-generation, automation-compatible Flex assay for scalable single cell analysis. The company's guidance for fourth quarter 2025 points to a 6% revenue decline year-over-year but sequential growth, highlighting both persistent market headwinds and renewed product innovation. With the launch of an...
NasdaqGS:JBLU
NasdaqGS:JBLUAirlines

Will JetBlue's (JBLU) Florida Expansion Redefine Its East Coast Leisure Strategy?

JetBlue Airways has announced the upcoming launch of nonstop service to Florida's Emerald Coast, with flights from Boston and New York to Destin-Fort Walton Beach Airport beginning March 5, 2026, as part of an expansion adding more than 30 new Florida routes this year. This move strengthens JetBlue's position in the competitive Northeast-Florida corridor and extends its reach into one of Florida’s fastest-growing leisure destinations, reflecting a broader commitment to East Coast leisure...
NasdaqGS:SKWD
NasdaqGS:SKWDInsurance

Skyward Specialty Insurance Group (SKWD): Is the Current Valuation Overlooking Its Future Potential?

Skyward Specialty Insurance Group (SKWD) saw its stock move slightly today, giving investors another look at how the company is managing through the current market environment. Recent performance trends are shaping expectations on where SKWD could head next. See our latest analysis for Skyward Specialty Insurance Group. Skyward Specialty Insurance Group’s stock has shown modest momentum lately, with a recent pop helping offset some of this year’s earlier declines. Despite a robust 2023 for...
NYSE:PINS
NYSE:PINSInteractive Media and Services

Can Pinterest's (PINS) Global Expansion Offset Cautious Guidance and Tariff Headwinds?

In its third-quarter 2025 results announced earlier this month, Pinterest reported revenue of US$1.05 billion and net income of US$92.11 million, both rising from the prior year but missing analyst estimates, with management also citing tariffs' impact on ad spending as a reason for cautious fourth-quarter guidance. Despite these pressures, Pinterest highlighted robust international user growth and progress in rolling out new AI-powered shopping tools, aiming to deepen engagement and expand...
NYSE:DHR
NYSE:DHRLife Sciences

Danaher (DHR): A Fresh Look at Valuation After Recent Share Price Momentum

Danaher (DHR) stock is on investors’ radar following recent performance data that highlights both short-term gains and long-term challenges. With the share price edging up in the past month, some are taking a closer look at the company’s earnings growth and valuation. See our latest analysis for Danaher. After a choppy start to the year, Danaher’s share price has rallied over the last month with a 6.6% gain, suggesting some investors are warming up to its story even as the total shareholder...
NYSE:BUR
NYSE:BURDiversified Financial

Burford Capital (NYSE:BUR) Valuation Revisited Following Steep Q3 Revenue Drop and Net Loss

Burford Capital (NYSE:BUR) released its third-quarter earnings, revealing that revenue fell sharply compared to last year and the company swung to a net loss for the period. This earnings miss is weighing on investor sentiment. See our latest analysis for Burford Capital. Shares of Burford Capital have been under pressure in recent months, with a 30-day share price return of -18.78% and a much deeper slide of -35.19% over the past quarter. The latest earnings disappointment appears to have...
NasdaqGM:KOD
NasdaqGM:KODBiotechs

A Valuation Check on Kodiak Sciences (KOD) After Positive Clinical Trial Data and Analyst Upgrades

Kodiak Sciences (KOD) caught investors’ attention after it reported positive follow-up data from the APEX trial of KSI-101. The results showed ongoing gains in visual acuity and durable retinal dryness in patients. The Phase 3 results also highlighted rapid onset and favorable tolerability, according to recent clinical updates. See our latest analysis for Kodiak Sciences. Kodiak Sciences’ rapid share price run, soaring 127.7% over the past quarter and 65.4% in the last month, has attracted...
NYSE:MOH
NYSE:MOHHealthcare

Does Molina Healthcare’s 26% Drop Signal a Buying Opportunity in 2025?

Ever wondered if Molina Healthcare’s steeply discounted stock is actually a bargain hiding in plain sight? Let’s dive into what matters most for value-focused investors like you. After a stretch of significant declines, Molina Healthcare is down nearly 26% this month and over 50% year-to-date. This could signal a shift in the market’s take on its prospects or risk profile. Recent headlines have spotlighted Molina’s competitive positioning amid shifting healthcare regulations and several new...
NYSE:SW
NYSE:SWPackaging

Does Smurfit Westrock’s (SW) Profitability Jump and Dividend Raise Reveal a Shifting Capital Allocation Strategy?

Smurfit Westrock plc reported third quarter 2025 earnings, showing higher sales of US$8.00 billion and net income of US$246 million, and approved a quarterly dividend of US$0.4308 per share for payment in December to shareholders as of November 14. An increase in impairment charges to US$58 million in the quarter, up from US$2 million a year earlier, reflected ongoing business adjustments during a period of profitability improvement. We'll examine how the company's improved profitability...
NYSE:ALL
NYSE:ALLInsurance

A Fresh Look at Allstate (ALL) Valuation After Strong Q3 Earnings and Analyst Upgrades

Allstate (ALL) just posted a jump in both revenue and net income for the third quarter, with earnings per share climbing sharply from a year ago. The numbers are already drawing increased attention from investors and analysts alike. See our latest analysis for Allstate. Allstate’s strong earnings and recent share buybacks have clearly put the spotlight on the company, with analysts expressing renewed confidence. After this upbeat quarter, the share price has climbed 6.2% over the past week...
NYSE:ICL
NYSE:ICLChemicals

ICL Group (NYSE:ICL) Valuation After Strategic Lithium Project Cuts and Dead Sea Deal Reshape Outlook

ICL Group (NYSE:ICL) is making some important changes after announcing the discontinuation of its planned lithium iron phosphate cathode projects in both the US and Spain. This move comes as government funding was withdrawn, and shifting dynamics in the electric vehicle market have influenced the decision. See our latest analysis for ICL Group. Even with ICL’s major strategic pivot and recent moves around its lithium iron phosphate projects, the stock has shown some resilience. While last...
NYSE:RES
NYSE:RESEnergy Services

Will Higher Sales but Lower Profits Reshape RPC's (RES) Investment Narrative?

RPC, Inc. recently reported third quarter 2025 earnings, revealing US$447.1 million in sales, a year-over-year increase, but a decrease in net income to US$12.96 million compared to US$18.8 million a year earlier. While sales growth was strong, the decline in profitability stands out, as it signals higher operating costs or margin pressures despite revenue gains. We'll examine how RPC's latest earnings, marked by higher sales but lower profits, reshape the company's investment...
NYSE:BHC
NYSE:BHCPharmaceuticals

Does Bausch Health’s Shift to Profitability Mark a New Era for BHC’s Investment Case?

Bausch Health Companies Inc. reported results for the third quarter ended September 30, 2025, showing revenue of US$2.68 billion and net income of US$179 million, both improved compared to the previous year. This shift from a net loss to net profitability indicates that operational improvements have translated into stronger bottom-line performance for the company. We'll explore how this turnaround in profitability could influence the company's investment narrative and outlook for future...
NYSE:MAN
NYSE:MANProfessional Services

The Bull Case For ManpowerGroup (MAN) Could Change Following Arizona Workforce Training Partnership—Learn Why

ManpowerGroup announced a partnership with Maricopa Community Colleges in Arizona to deliver specialized training and workforce development pathways targeting skilled labor shortages in the semiconductor and advanced manufacturing sectors. This collaboration aligns educational resources directly with employer needs, offering hands-on programs in AI, engineering, and technician roles to accelerate pathways into high-demand careers. We'll explore how this workforce development initiative could...
NasdaqGS:VRSN
NasdaqGS:VRSNIT

VeriSign (VRSN): Exploring Valuation Following Strong Share Price Gains

VeriSign (VRSN) shares have seen some movement recently, with the stock posting a 21% gain so far this year and up 36% over the past year. Many investors are watching how the company’s fundamentals align with its steady multi-year performance. See our latest analysis for VeriSign. VeriSign's momentum has accelerated over the past year, as the company's strong fundamentals and modest growth spark renewed investor interest. After a robust 1-year total shareholder return of nearly 36%, recent...
NYSE:WTRG
NYSE:WTRGWater Utilities

A Fresh Look at Essential Utilities (WTRG) Valuation After Upbeat Earnings and Raised Guidance

Essential Utilities (WTRG) just delivered a solid update, reporting higher sales and net income for both its third quarter and nine-month results compared to last year. Management also raised its full-year earnings guidance due to recent non-recurring benefits, which caught investors’ attention. See our latest analysis for Essential Utilities. Essential Utilities’ upbeat earnings and guidance have helped the stock regain momentum, with a share price return of 9.5% so far in 2025. While the...
NYSE:AVB
NYSE:AVBResidential REITs

AvalonBay Communities (AVB): Evaluating Valuation After Strong Financial Results, Strategic Moves, and Board Appointment

AvalonBay Communities (AVB) is drawing attention after posting higher revenue and net income for the recent period. The company's focus on development, capital discipline, and share repurchases adds further appeal for investors. See our latest analysis for AvalonBay Communities. Despite ongoing economic headwinds, AvalonBay Communities' share price has trended lower this year, with a year-to-date return of -17.61% and a one-year total shareholder return of -19.65%. The recent appointment of a...
NasdaqGS:UAL
NasdaqGS:UALAirlines

How Investors Are Reacting To United Airlines (UAL) Cancellations Amid FAA Staffing Shortages and Ground Stops

United Airlines Holdings recently cancelled around 510 flights over a weekend following Federal Aviation Administration directives during the U.S. government shutdown, as the FAA imposed a ground stop at Harry Reid International Airport due to staffing shortages. This large-scale disruption highlights how external government actions and regulatory interventions can swiftly affect airline operations and scheduling across major markets. We’ll examine how the FAA-mandated flight cancellations...
NYSE:CTS
NYSE:CTSElectronic

New $100 Million Buyback, Dividend, and Board Appointment Could Be a Game Changer for CTS (CTS)

On November 7, 2025, CTS Corporation announced that its Board of Directors had authorized a new share repurchase program of up to US$100 million with no expiration date, declared a US$0.04 per share cash dividend for shareholders of record as of December 26, 2025, and appointed Kimberly Banks MacKay to its Board. The launch of a substantial buyback program signals management's confidence in CTS's outlook and introduces a capital allocation measure that may influence shareholder returns and...
NYSE:INR
NYSE:INROil and Gas

A Fresh Look at Infinity Natural Resources (INR) Valuation Following Q3 Earnings, Buyback, and Production Guidance Update

Infinity Natural Resources (NYSE:INR) just rolled out a series of key updates, including its third-quarter 2025 earnings results, a tightened full-year production outlook, and a newly authorized $75 million share buyback program. See our latest analysis for Infinity Natural Resources. It’s been a dramatic stretch for Infinity Natural Resources, with the share price soaring 15.25% in a single day and 19.03% over the past week, following the company’s upbeat Q3 earnings, tightened production...
NYSE:COR
NYSE:CORHealthcare

Cencora (COR): Assessing Valuation After Recent Share Price Surge

Cencora (COR) shares have steadily climbed over the past month, advancing roughly 15%. Investors are taking note of the company’s sustained performance in the healthcare sector as they reassess its longer-term outlook and value. See our latest analysis for Cencora. The recent surge in Cencora's share price, now sitting at $365.08, caps off an impressive run that has built considerable momentum. With a 14.8% share price return over the past month and nearly 62.5% gain year-to-date, investors...