NYSE:BKD
NYSE:BKDHealthcare

Should Brookdale Senior Living’s Widening Net Loss Despite Higher Sales Prompt Action From BKD Investors?

Brookdale Senior Living Inc. recently announced its third quarter 2025 results, reporting revenue of US$813.17 million, up from US$784.17 million a year earlier, but net loss widened to US$114.73 million from US$50.72 million in the same period last year. The report revealed increased sales but a deeper net loss, highlighting the company's continuing struggle to translate revenue growth into improved profitability. We’ll examine how widening net losses despite higher revenue could impact...
NasdaqGS:ACLX
NasdaqGS:ACLXBiotechs

A Look at Arcellx (ACLX) Valuation Following Recent 25% Share Price Surge

Arcellx (ACLX) has seen its stock performance draw fresh attention recently, especially as its share price has climbed nearly 25% over the past 3 months. Investors are now watching closely for signals about the company’s next steps in the biotech space. See our latest analysis for Arcellx. The past year has been a rollercoaster for Arcellx shareholders, with a 1-year total shareholder return of -11%. However, the tide may be turning as the company’s share price has surged over 25% in the last...
NYSE:SLG
NYSE:SLGOffice REITs

SL Green Realty (SLG): Evaluating Valuation After Strong Q3 Earnings and New Acquisitions

SL Green Realty (SLG) just posted third-quarter earnings that outperformed expectations, highlighting the company’s progress on both financial and operational fronts. Recent acquisitions and upbeat leasing activity are fueling a more optimistic view for investors. See our latest analysis for SL Green Realty. SL Green Realty’s latest results and deal activity are set against a year of tough share price performance. The stock sits at $50.27, having notched a 30-day share price return of -14.9%...
NasdaqGS:QDEL
NasdaqGS:QDELMedical Equipment

Why QuidelOrtho (QDEL) Is Down 20.7% After Posting Deep Net Loss and Updating 2025 Guidance

QuidelOrtho Corporation announced third-quarter 2025 results, reporting sales of US$699.9 million and a net loss of US$733 million, alongside issuing full-year revenue guidance of US$2.68 billion to US$2.74 billion. While overall sales levels remained substantial, the scale of net losses highlights ongoing cost pressures and the challenges in offsetting product line discontinuations. We'll explore how the widening quarterly net loss and updated 2025 guidance may impact QuidelOrtho's...
NYSE:EPD
NYSE:EPDOil and Gas

Did Enterprise Products Partners' (EPD) Buyback Expansion Signal a Turning Point Amid Declining Q3 Earnings?

Enterprise Products Partners L.P. recently reported third-quarter 2025 results, showing sales of US$12.02 billion and net income of US$1.34 billion, both down compared to the same period last year, while also raising its equity buyback authorization by US$3 billion to a total of US$5 billion. Alongside these results, management emphasized ongoing growth initiatives and increased capital returns, signaling continued confidence in the company's operational resilience despite near-term earnings...
NasdaqGS:GEHC
NasdaqGS:GEHCMedical Equipment

A Fresh Look at GE HealthCare Technologies (GEHC) Valuation After Q3 Growth and Updated Outlook

GE HealthCare Technologies (GEHC) has released its latest quarterly earnings, revealing steady revenue growth this year. The company also reaffirmed its full-year organic revenue guidance and updated investors on ongoing share repurchases. See our latest analysis for GE HealthCare Technologies. GE HealthCare Technologies’ latest earnings brought a welcome uptick in revenue, though quarterly net income ticked lower, and the company is keeping annual growth goals firmly in sight. After these...
NasdaqCM:LMB
NasdaqCM:LMBConstruction

Limbach Holdings (LMB): Assessing Valuation After Recent Share Price Weakness and Momentum Shift

Limbach Holdings (LMB) shares declined around 2% on the day, extending a slide that has lasted the past month. Investors are evaluating what is driving recent weakness and considering whether current levels present a fresh opportunity. See our latest analysis for Limbach Holdings. Limbach’s share price has pulled back sharply in recent weeks, reflecting a shift in sentiment as momentum fades following months of strength. Despite a 1-year total shareholder return of -12%, long-term investors...
NYSE:GLOB
NYSE:GLOBIT

YPF Partnership on Digital Suppl.AI Might Change the Case for Investing in Globant (GLOB)

On October 29, 2025, YPF and Globant announced the launch of Digital Suppl.AI, an agentic AI-based platform to modernize YPF’s supply chain, focused initially on procurement and inventory management and built using Globant’s AI Pods subscription model. This partnership highlights Globant's role in orchestrating industry-specific AI solutions for major clients, expanding its footprint in AI-driven enterprise transformation. Next, we'll assess how Globant's delivery of AI-powered,...
NYSE:SMG
NYSE:SMGChemicals

Scotts Miracle-Gro (SMG): Examining Valuation After Recent Modest Growth and Share Price Rebound

Scotts Miracle-Gro (SMG) stock caught investor attention this week after the company showed modest growth, as annual revenue and net income both ticked higher. Shares have seen some movement lately, so it is a good time to dig deeper. See our latest analysis for Scotts Miracle-Gro. While Scotts Miracle-Gro’s stock enjoyed a solid 6.3% share price gain over the past week, it comes after a tougher run, with a year-to-date share price return down 14% and a 1-year total shareholder return of...
NYSE:SNX
NYSE:SNXElectronic

Did Strong Q3 Results and a New CFO Just Shift TD SYNNEX's (SNX) Investment Narrative?

Earlier this month, TD SYNNEX reported fiscal third-quarter revenue of US$15.65 billion, exceeding estimates and its own guidance, and announced the appointment of David Jordan as Executive Vice President and Chief Financial Officer alongside an AI talent development initiative. Director Richard Hume also sold 4,900 shares under a pre-arranged trading plan, highlighting an ongoing pattern of insider sales without purchases over the past year. We'll examine how the strong quarterly results...
NYSE:CMPO
NYSE:CMPOTech

Can Board Changes Help CompoSecure (CMPO) Address Its Widening Losses and Revenue Challenges?

CompoSecure reported third quarter 2025 results with a net loss of US$174.7 million and sales of US$59.82 million, both of which were significantly worse than the same period last year, and announced expected board appointments of Samson and Delara Zarrabi of Platinum Equity. The sharp decline in revenue and increased losses mark a substantial change in the company’s recent financial trajectory and may raise questions about the effectiveness of its growth strategies. We’ll now examine how...
NasdaqGM:MNKD
NasdaqGM:MNKDBiotechs

Revenue Jump and Portfolio Expansion Could Be a Game Changer for MannKind (MNKD)

MannKind Corporation recently reported third-quarter results showing revenue of US$82.13 million, up from US$70.08 million a year earlier, driven by strong performance in its inhaled insulin products and new contributions following the acquisition of scPharmaceuticals. The company's portfolio expansion and regulatory progress, including FDA review milestones for Afrezza and FUROSCIX, highlight MannKind's continuing push into diabetes and rare disease markets. We'll assess how MannKind's...
NasdaqCM:SUPX
NasdaqCM:SUPXConsumer Services

SuperX AI Technology (SUPX) Is Down 19.5% After Heavy Losses and Pivot to AI Power Solutions – Has the Bull Case Changed?

On October 31, 2025, SuperX AI Technology Limited reported full-year sales of US$3.6 million alongside a significantly widened net loss of US$21.21 million, while unveiling innovative 800VDC power solutions for both new and existing data centers through its joint venture with Zhonhen Electric Co., Ltd. SuperX’s rapid pivot from interior design to advanced AI infrastructure, backed by joint ventures in power and liquid cooling, marks a substantial repositioning toward high-demand technology...
NasdaqGS:PODD
NasdaqGS:PODDMedical Equipment

How Insulet’s (PODD) Raised Outlook and Surging Omnipod Demand Will Impact Investors

On November 6, 2025, Insulet Corporation reported third quarter results showing increased sales to US$706.3 million and net income of US$87.6 million, while also announcing raised revenue guidance for both the fourth quarter and full year 2025. The guidance revision indicated management’s view of persistently strong demand for Omnipod products, reflected by higher expected growth rates versus the previous year’s outlook. With management raising their outlook for full-year revenue growth,...
NYSE:MUR
NYSE:MUROil and Gas

How Investors May Respond To Murphy Oil (MUR) Beating Production Estimates Amid Quarterly Losses and Cost Cuts

Murphy Oil Corporation recently reported its third-quarter 2025 results, posting revenue of US$732.99 million and a net loss of US$2.97 million, primarily due to impairment charges; the period also saw production volumes exceed expectations and operating costs reduced by 20%. Despite headline losses, the company delivered stronger-than-anticipated adjusted earnings per share and advanced key international projects, highlighting its ability to maintain operational strength while managing...
NYSE:RVLV
NYSE:RVLVSpecialty Retail

Revolve Group (RVLV) Surges on Profit Jump but What Drives Its Renewed Operational Strength?

Revolve Group recently reported its third-quarter 2025 financial results, with sales of US$295.63 million and net income of US$21.18 million, both up compared to the same period last year. The company continued its share buyback program, but the standout result was the substantial increase in year-over-year earnings, pointing to operational improvements and stronger business execution. We'll review how Revolve Group's marked improvement in quarterly profitability may reshape its investment...
NYSE:KMX
NYSE:KMXSpecialty Retail

Why CarMax (KMX) Is Down 26.2% After CEO Resignation, Legal Action, and Lower Sales Outlook

CarMax, Inc. recently announced a series of executive leadership changes, including the appointment of David McCreight as interim CEO and Tom Folliard as interim Executive Chair, following the resignation of CEO Bill Nash, alongside new legal actions and updated financial guidance projecting lower sales and earnings for the third quarter ended November 30, 2025. These leadership transitions and legal developments follow allegations that CarMax overstated growth prospects amid temporary gains...
NasdaqGS:CCOI
NasdaqGS:CCOITelecom

Is Cogent (CCOI) Refocusing Its Business Strategy or Rethinking Capital Allocation After Q3 Changes?

Cogent Communications Holdings released its third-quarter 2025 results, reporting a narrowed net loss of US$41.54 million and a quarterly dividend reduction to US$0.02 per share, alongside operational updates and future business expansion initiatives. The company's launch of new optical wavelength services and the sale of data center assets signal ongoing transformation in Cogent's business model aimed at boosting efficiency and adapting to evolving market demands. We'll examine how...
NasdaqGS:UNIT
NasdaqGS:UNITTelecom

Uniti Group (UNIT): Assessing Valuation Following Recent Share Price Dip

Uniti Group (UNIT) shares dipped slightly following a quiet stretch, with no major headlines driving trading activity today. Investors seem to be weighing the stock's recent performance against its longer-term trends and ongoing industry shifts. See our latest analysis for Uniti Group. After strong gains earlier this week, Uniti Group’s share price settled back with a 2.19% dip today, bringing its 1-month return to just over 4%. Despite these moves, momentum has cooled, and the total...
NYSE:ONTO
NYSE:ONTOSemiconductor

Onto Innovation (ONTO): Evaluating Fair Value After Strong Guidance and Analyst Optimism on Memory Market Tailwinds

Onto Innovation, Inc. just released its third quarter results, showing a dip in earnings compared to last year. Despite this, management is signaling confidence by providing improved revenue and earnings guidance for the next quarter. See our latest analysis for Onto Innovation. Although Onto Innovation’s share price is down 23% year-to-date and its 1-year total shareholder return stands at -25%, momentum has started building again thanks to a 28% jump over the last 90 days. Recent technical...
NasdaqGS:XERS
NasdaqGS:XERSPharmaceuticals

Assessing Xeris Biopharma (XERS) Valuation Following Strong Q3 Earnings and Raised Revenue Guidance

Xeris Biopharma Holdings (XERS) attracted attention with its third-quarter earnings announcement, reporting strong revenue growth and a return to profitability. The company also raised its full-year revenue guidance, indicating positive momentum for the future. See our latest analysis for Xeris Biopharma Holdings. Following its impressive earnings and improved outlook, Xeris Biopharma Holdings has experienced significant volatility, with a recent sharp pullback. The company has posted a...
NasdaqCM:SKYT
NasdaqCM:SKYTSemiconductor

SkyWater Technology (SKYT): Evaluating Valuation After Strong Q3 Earnings Growth and Profit Turnaround

SkyWater Technology (SKYT) just released its third quarter earnings, revealing that sales climbed to $151 million and net income surged compared to the same period last year. This report has led to renewed investor interest. See our latest analysis for SkyWater Technology. Momentum is clearly building for SkyWater Technology, with its latest share price jumping 27.2% in a single day after those strong earnings. Looking at the bigger picture, the stock has returned nearly 79.4% to shareholders...
NYSE:OUT
NYSE:OUTSpecialized REITs

OUTFRONT Media (OUT): Evaluating Current Valuation as Shares Recover in a Shifting Advertising Market

OUTFRONT Media (OUT) shares have recovered modestly over the past month after lagging behind earlier in the year, as investors weigh recent performance and emerging trends in the advertising sector. The stock’s recent moves come amid shifting market dynamics. See our latest analysis for OUTFRONT Media. While OUTFRONT Media’s share price has moved up over the last three months, up 5.2%, its year-to-date share price return remains in the red. Looking long term, the stock’s total shareholder...
NYSE:TGT
NYSE:TGTConsumer Retailing

Should Target's (TGT) 1,800 Job Cuts Prompt Action From Investors?

Earlier this week, Target Corporation announced plans to streamline operations by cutting 1,800 jobs in an effort to enhance efficiency and profitability amid challenging retail conditions. This move reflects Target’s response to ongoing industry pressures, with analysts expressing mixed opinions on its potential impact for the company’s long-term prospects. We’ll examine how Target’s significant workforce reduction is influencing its investment narrative and outlook for operational...