NYSE:HRI
NYSE:HRITrade Distributors

Assessing Herc Holdings’ Valuation After Mixed Earnings, Soft Guidance and Acquisition Integration Progress

Herc Holdings (HRI) just delivered a mixed update that has investors paying closer attention. Revenue jumped roughly 35% year on year and topped expectations, but full year guidance and earnings landed meaningfully below what the market was looking for. See our latest analysis for Herc Holdings. That mixed message is showing up in the price action too, with a strong 21.2% 30 day share price return from $155.34 suggesting near term momentum, even as the year to date share price return and 1...
NasdaqCM:NEGG
NasdaqCM:NEGGSpecialty Retail

Newegg Commerce (NEGG): Valuation Check After Vladimir Galkin Lifts Stake to 17.6% and Shares Jump 27%

Newegg Commerce (NEGG) just jumped about 27% in a day after investor Vladimir Galkin boosted his stake to roughly 18%, a move that quickly pulled speculative traders into the stock. See our latest analysis for Newegg Commerce. That surge sits on top of a huge backdrop, with Newegg’s year to date share price return of around 503% and a 1 year total shareholder return above 500% signaling strong, if volatile, momentum that traders are trying to ride as new events like the AMD Game On...
NasdaqGS:DOX
NasdaqGS:DOXIT

Assessing Amdocs (DOX) Valuation as New AI and Cloud Partnerships With Nvidia, AWS and Microsoft Gain Traction

Fresh attention has swung back to Amdocs (DOX) after new reports spotlight its AI and cloud push with Nvidia, AWS, and Microsoft. This is seen as a strategic counterweight to earlier worries about flat backlog and softer demand. See our latest analysis for Amdocs. Those AI and cloud partnerships seem to be nudging sentiment back in Amdocs’ favor, with a 1 month share price return of 6.21% helping to offset the negative 1 year total shareholder return of 4.65%. This suggests momentum is...
NasdaqGS:AEIS
NasdaqGS:AEISElectronic

Advanced Energy Industries (AEIS): Evaluating Valuation After Launch of High-Density NeoPower Module

Advanced Energy Industries (AEIS) just rolled out a new dual output NeoPower module that can deliver up to 16 isolated outputs from a single supply, targeting space constrained industrial, medical, and test systems. See our latest analysis for Advanced Energy Industries. Despite a sharp 4.96% one day share price pullback to $204.49, momentum is still firmly intact. A 20.47% 90 day share price return and a 76.63% one year total shareholder return underscore how product launches like NeoPower...
NYSE:MAN
NYSE:MANProfessional Services

Reassessing ManpowerGroup (MAN) Valuation After a Steep Decline and Recent Share Price Rebound

ManpowerGroup (MAN) has been quietly grinding through a tough stretch, and the stock’s recent bounce offers a chance to reassess where the business stands after years of muted returns for shareholders. See our latest analysis for ManpowerGroup. After a brutal slide that leaves the year to date share price return down about 48 percent and the 1 year total shareholder return near minus 46 percent, the recent 1 month share price rebound suggests sentiment is stabilising rather than decisively...
NYSE:PBI
NYSE:PBICommercial Services

Pitney Bowes (PBI): Revisiting Valuation After a Strong Multi‑Year Share Price Run

Pitney Bowes (PBI) has quietly outperformed many small caps this year, and that recent climb is catching investors attention. With the share price up sharply and fundamentals mixed, the setup invites a closer look. See our latest analysis for Pitney Bowes. At a share price of $10.55, Pitney Bowes has stacked up a strong year to date, with a 46.12% year to date share price return and a standout 212.32% three year total shareholder return. This suggests momentum is still broadly on its side...
NYSE:KMX
NYSE:KMXSpecialty Retail

How Investors Are Reacting To CarMax (KMX) Weak Q3 And US$150M Cost-Cut Plan

Earlier this month, CarMax reported a weak Q3, with revenue falling 6% year on year and missing analysts’ estimates by 6.7%, while outlining plans to cut SG&A expenses by at least US$150,000,000 over the next 18 months. Management’s emphasis on long-term confidence and cost reductions, despite sector-wide softness and cautious guidance, highlights how operational discipline is becoming central to CarMax’s story. Next, we’ll explore how the disappointing Q3 results and planned US$150,000,000...
NYSE:BWA
NYSE:BWAAuto Components

BorgWarner (BWA): Evaluating Valuation After a 42% Year‑to‑Date Share Price Surge

BorgWarner (BWA) has quietly put together an impressive run, with shares up about 42% this year as investors warm to its role in the shift from traditional powertrains to electrified drivetrains. See our latest analysis for BorgWarner. That 42.6% year to date share price return has come as investors steadily reassess BorgWarner’s role in electrification, with the latest move toward 44.66 dollars reinforcing a sense that momentum is still building rather than fading. If you like BorgWarner’s...