NasdaqGS:MKSI
NasdaqGS:MKSISemiconductor

What MKS (MKSI)'s Third-Quarter Revenue Growth Signals for Shareholders

In the third quarter of 2025, MKS Instruments, Inc. reported both sequential and year-over-year revenue growth, with its technology solutions contributing to a pickup in end market demand according to Madison Mid Cap Fund’s investor letter. This improved performance signals strengthening conditions in the semiconductor sector, suggesting renewed confidence from investors in MKS Instruments' markets and business outlook. We'll now explore how this recent revenue growth and semiconductor...
NasdaqGS:OS
NasdaqGS:OSSoftware

A Fresh Look at OneStream (OS) Valuation After Recent Share Price Declines

OneStream (OS) shares have trended lower this week, ending at $19.40, as investors weigh the company’s recent revenue growth against its ongoing net losses. Let’s take a closer look at what is moving the stock. See our latest analysis for OneStream. After a tough start to the year, OneStream’s share price has tumbled 31% year-to-date and its 1-year total shareholder return stands at -37.5%. This downward momentum continued even though there was improvement in recent 30-day returns, which...
NasdaqCM:CELH
NasdaqCM:CELHBeverage

Celsius Holdings (CELH): Assessing Valuation After $300 Million Share Buyback Announcement

Celsius Holdings (CELH) has just revealed a $300 million share repurchase program, approved by its Board of Directors. The buyback comes with no set expiration date, catching the attention of investors who track capital allocation strategies. See our latest analysis for Celsius Holdings. Celsius Holdings’ share price has pulled back sharply in recent weeks, with a 38.2% decline over the past month and a 36.3% drop in the last quarter, even after announcing conference appearances and a major...
NYSE:CW
NYSE:CWAerospace & Defense

How Investors May Respond To Curtiss-Wright (CW) Expanding Share Buybacks and Boosting Dividends

Curtiss-Wright Corporation recently announced a significant $416 million increase to its share repurchase program, raising the total authorization to $2.07 billion, and declared a quarterly dividend of $0.24 per share payable December 12, 2025, to shareholders on record as of November 28. This expanded buyback authority highlights Curtiss-Wright’s ongoing commitment to capital returns and suggests management holds confidence in the company’s financial outlook. With Curtiss-Wright increasing...
NYSE:NEM
NYSE:NEMMetals and Mining

Is Newmont a Hidden Opportunity After Its 113.7% Surge in 2025?

Wondering if Newmont could be a hidden gem or if you might be paying top dollar? You are not alone. Many investors are looking for clarity on whether the current price is justified by future prospects. Newmont’s stock has been on a wild ride, surging 113.7% year-to-date and 93.1% over the past year, but it dropped 8.6% in the last week alone. This hints at shifting investor sentiment and possible opportunities. Recent news surrounding Newmont includes increased attention on gold prices and...
NasdaqGS:NWBI
NasdaqGS:NWBIBanks

Northwest Bancshares (NWBI): Assessing Valuation After Recent Share Price Decline

Northwest Bancshares (NWBI) has had a weak month in the markets, with shares slipping about 9%. Investors are now weighing its recent performance and fundamentals to understand what might come next for the regional lender. See our latest analysis for Northwest Bancshares. Northwest Bancshares’ share price has continued to slide, with a 1-month share price return of -8.6% and the year-to-date decline now at -12.8%. The momentum has clearly faded this year, and the 1-year total shareholder...
NYSE:GPOR
NYSE:GPOROil and Gas

How Investors Are Reacting To Gulfport Energy (GPOR) Expanding Share Repurchase Program for 2025 and 2026

Gulfport Energy recently expanded its share repurchase program for 2025 to US$320 million and for 2026 to US$350 million, while also signaling a preference for smaller, targeted acreage acquisitions to optimize capital allocation. This initiative underscores management’s intention to enhance shareholder returns and financial flexibility by reducing share count and focusing on sustainable, measured growth rather than major mergers. We'll explore how Gulfport's increased share repurchase plans...
NYSE:IEX
NYSE:IEXMachinery

How Investors May Respond To IDEX (IEX) Boosting Dividend After Beating Earnings Expectations

In November 2025, IDEX Corporation announced that its Board of Directors approved a regular quarterly cash dividend of US$0.71 per common share, payable on January 30, 2026, to shareholders of record as of January 16, 2026. This decision follows the company’s third quarter performance, which surpassed analysts’ revenue and operating income expectations and was accompanied by management’s emphasis on growth platforms amid a shifting economic landscape. We’ll now explore how IDEX’s strong...
NYSE:ENS
NYSE:ENSElectrical

EnerSys (ENS): Exploring Valuation After 44% YTD Share Price Surge

EnerSys (ENS) has seen its stock climb more than 44% so far this year, which has caught the attention of investors interested in the battery and energy storage sector. The company's performance over the past 3 months is particularly impressive, with a gain of 30%. See our latest analysis for EnerSys. EnerSys’s share price has surged this year, building momentum after a standout quarter and reinforcing investor confidence in its growth story. Supported by a 44% year-to-date share price return...
NYSE:EFC
NYSE:EFCMortgage REITs

Heritage Financial And 2 Other Stocks That May Be Trading Below Their Estimated Value

As the U.S. stock market navigates a turbulent period marked by significant fluctuations in major indices and shifting expectations around Federal Reserve interest rate decisions, investors are increasingly seeking opportunities to capitalize on undervalued stocks. In such an environment, identifying stocks that may be trading below their estimated value can offer potential for growth, especially when broader market sentiments are influenced by concerns over AI spending and tech valuations.
NasdaqCM:ASTH
NasdaqCM:ASTHHealthcare

3 Growth Companies With High Insider Ownership Expecting 46% Profit Growth

In a week marked by significant volatility in the U.S. stock market, with major indices like the S&P 500 and Nasdaq poised for their biggest weekly losses since April, investors are closely watching Federal Reserve signals that may indicate an upcoming rate cut. Amid these turbulent times, growth companies with high insider ownership can present intriguing opportunities as they often reflect strong internal confidence and alignment of interests between management and shareholders.
NasdaqGS:CRCT
NasdaqGS:CRCTConsumer Durables

3 Intriguing Penny Stocks With Market Caps At Least $50M

As the U.S. stock market navigates a volatile landscape marked by potential interest rate cuts and fluctuating tech valuations, investors are seeking new avenues for growth. Penny stocks, often considered relics of past trading days, still hold relevance by offering unique opportunities in smaller or newer companies with strong financial foundations. In this context, we explore three intriguing penny stocks that exhibit balance sheet strength and potential for significant returns.
NasdaqGS:BSVN
NasdaqGS:BSVNBanks

Discovering US Undiscovered Gems This November 2025

As we navigate through a turbulent November, marked by significant fluctuations in major indices and the anticipation of potential interest rate cuts, the U.S. market presents both challenges and opportunities for investors. Amidst this backdrop, identifying promising small-cap stocks can be particularly rewarding as these companies often possess unique growth potentials that are not yet fully recognized by the broader market.
NYSE:MSI
NYSE:MSICommunications

Will Motorola Solutions' (MSI) Dividend Hike and New Board Addition Shift Its Investment Narrative?

Motorola Solutions recently announced an 11% increase to its regular quarterly dividend and appointed Dr. Mark E. Lashier, chairman and CEO of Phillips 66, to its board of directors and Governance and Nominating Committee, effective November 18, 2025. This combination of a higher dividend and the addition of a seasoned executive reflects both a commitment to shareholder returns and the strengthening of the company's governance as it pursues further innovation in safety and security...
NYSE:INGM
NYSE:INGMElectronic

The Bull Case For Ingram Micro Holding (INGM) Could Change Following $535 Million Shelf Registration Filing

On November 12, 2025, Ingram Micro Holding Corporation filed a shelf registration for up to US$535.76 million in common stock, offering 25,500,000 shares. This filing often points to potential future capital raising, which can be closely watched due to its possible effects on shareholders. We'll explore how expectations for future share offerings could reshape Ingram Micro Holding's investment narrative. Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks...
NYSE:EL
NYSE:ELPersonal Products

Estée Lauder (EL): Assessing Valuation After Recent Share Price Pullback and Year-to-Date Gains

Estée Lauder Companies (EL) stock has drifted in recent sessions, trading near $86. Investors are keeping an eye on the company’s performance after a mixed few months, including a modest year-to-date gain of 17%. See our latest analysis for Estée Lauder Companies. Momentum for Estée Lauder Companies is mixed right now, with the share price sliding about 12% over the past month even with a strong year-to-date gain of 17%. Over the past year, however, total shareholder return sits at an...
NasdaqGS:KHC
NasdaqGS:KHCFood

How Kraft Heinz's (KHC) Upcoming Breakup Could Reshape Growth Path and Dividend Prospects

In recent days, Kraft Heinz announced it will break up its business into two separate entities to improve efficiency, capital allocation, and unlock greater value for shareholders. Despite some shareholder concerns, the company has pledged to maintain its current dividend following the split, but there is active debate about the long-term sustainability of these payments amid increased investment needs. We'll explore how the decision to separate Kraft Heinz into two companies could impact...
NYSE:ABM
NYSE:ABMCommercial Services

Can ABM Industries’ (ABM) Mixed Results Reveal More About Its Competitive Positioning Than Meets the Eye?

Earlier this month, ABM Industries reported mixed third-quarter results, with earnings per share underperforming expectations while revenue exceeded forecasts, and received a downgrade from Baird due to increased competitive pressures. This combination of earnings disappointment and analyst caution points to the challenges ABM faces in maintaining profitability and client relationships in a more contested market. With the analyst downgrade highlighting ongoing competition, we'll explore how...
NYSE:DIS
NYSE:DISEntertainment

Disney's Shift from Streaming Metrics to Earnings Focus Might Change the Case for Investing in DIS

The Walt Disney Company recently reported fourth-quarter and full-year earnings, revealing full-year revenue of US$94.43 billion and net income of US$12.40 billion, alongside a semi-annual dividend increase to US$0.75 per share. Disney announced it would no longer report streaming subscriber numbers, marking a shift in management's focus from streaming growth to positioning the company as a cash flow and earnings-driven business. We'll examine how Disney's decision to stop sharing streaming...
NasdaqGS:FA
NasdaqGS:FAProfessional Services

Is First Advantage's (FA) Digital Identity Push Reshaping Its Long-Term Competitive Edge?

Earlier this week, First Advantage presented at the J.P. Morgan 2025 Ultimate Services Investor Conference, sharing updates on customer retention, progress following its Sterling acquisition, and its debt reduction plan. The company reported a 97% customer retention rate in Q3 and highlighted digital identity solutions as a major future growth driver. We'll now explore how management's focus on digital identity opportunities could influence First Advantage's investment narrative and growth...
NYSE:WAT
NYSE:WATLife Sciences

A Look at Waters (WAT) Valuation Following Its Latest Detector Launch and Innovation Momentum

Waters (WAT) has just unveiled a new Charged Aerosol Detector engineered to work seamlessly with its Empower Software, further solidifying its leadership in chromatography technology. This launch addresses key challenges in analytical measurement workflows for labs. See our latest analysis for Waters. Waters' steady focus on innovation, as seen in the new detector and its upcoming presentation at the Jefferies London Healthcare Conference, seems to be resonating with investors. The past three...