NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Is Costco Stock Still a Bargain After Ongoing Store Expansions and Market Gains?

Wondering if Costco Wholesale is still a great buy or if the growth has already been priced in? You’re in the right place for a clear view on whether shares offer value right now. Costco stock has shown steady momentum lately, rising 2.5% over the last week and 4.5% in the past year. This is a sign the market is paying attention, but not overheating. Recent headlines shine a light on Costco’s ongoing store expansions and efforts to evolve its product offerings. Markets often interpret these...
NYSE:NVT
NYSE:NVTElectrical

Has nVent Priced In Its Growth After Recent Acquisition Activity and a 64% Share Rally?

Ever wondered if nVent Electric is a hidden gem or if its share price has already priced in all the good news? Let’s dig into the value behind the ticker to see what the numbers really say. nVent Electric’s stock has been on a tear lately, gaining 5.9% in the past week, 14.8% over the last month, and an impressive 64.3% so far this year. Driving some of these notable results, investors have taken notice as nVent continues to secure significant wins in electrification and energy transition...
NYSE:VRTS
NYSE:VRTSCapital Markets

Virtus Investment Partners (VRTS): Evaluating Valuation Following Mixed Third Quarter Earnings Results

Virtus Investment Partners (VRTS) just posted third quarter earnings showing declines in both revenue and profit compared to last year, but the story for the full year so far looks a bit more upbeat for investors. See our latest analysis for Virtus Investment Partners. Virtus Investment Partners’ third quarter update landed as the share price continued to drift lower, with a 1-month return of -15.67% adding to a year-to-date decline of -25.95%. Over the past year, total shareholder return...
NYSE:AXTA
NYSE:AXTAChemicals

Will Axalta’s (AXTA) Boosted Profits and Buybacks Redefine Its Capital Allocation Strategy?

Axalta Coating Systems recently reported third quarter 2025 results, delivering net income of US$110 million on sales of US$1.29 billion, both reflecting year-over-year changes, while also completing a significant share buyback program and issuing updated financial guidance for the year. The combined updates signal enhanced profitability and capital returns, with Axalta now forecasting full-year net sales to exceed US$5.1 billion and demonstrating disciplined use of capital through ongoing...
NasdaqGS:PAGP
NasdaqGS:PAGPOil and Gas

Earnings Miss and Portfolio Shift Could Be a Game Changer for Plains GP Holdings (PAGP)

Plains GP Holdings recently reported third-quarter 2025 results, revealing a year-over-year revenue decline to US$11.58 billion and net income rising to US$83 million, while also finalizing the acquisition of EPIC Crude Holdings and announcing plans to divest its Canadian natural gas liquids business. This combination of earnings underperformance relative to analyst expectations and a sharpened focus on core crude oil midstream operations marks a significant repositioning of the company’s...
NYSE:ICE
NYSE:ICECapital Markets

Examining Intercontinental Exchange’s Valuation After Record Q3 Results and New AI-Driven Initiatives

Intercontinental Exchange (ICE) has just reported record third-quarter results, supported by expansion in mortgage technology, data services, and new AI initiatives through its ICE Aurora platform. The company also reinforced its growth with a higher dividend and share repurchases. See our latest analysis for Intercontinental Exchange. Despite a tough few months for financial stocks, Intercontinental Exchange’s momentum has not gone unnoticed. After a 22% drop in share price over the past...
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:TECH
NasdaqGS:TECHLife Sciences

Bio-Techne (TECH) Margin Collapse Reinforces Profitability Concerns Despite Forecasted 12.5% Annual Earnings Growth

Bio-Techne (TECH) reported net profit margins shrinking to 6% due to a significant one-off loss of $164.1 million. This is down from 14.5% a year ago. Over the past five years, the company’s earnings have declined by 6.8% per year, while revenue is forecast to grow 8.1% annually and earnings are expected to rise 12.49% per year. Investors are weighing these weaker profitability metrics and high valuation multiples against expectations for modest growth and a share price currently trading...
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...