NYSE:REX
NYSE:REXOil and Gas

How REX’s Q3 2025 Earnings Beat and Ethanol Strength Will Impact REX American Resources (REX) Investors

REX American Resources recently reported past third-quarter 2025 results, with sales of US$175.63 million and net income of US$23.41 million, along with slightly higher diluted earnings per share from continuing operations of US$0.71 compared with a year earlier. Beyond the headline numbers, analysts highlighted that stronger ethanol volumes, sharply higher corn oil revenue, and ongoing investments in capacity expansion and carbon capture projects are reshaping how investors assess the...
NYSE:AX
NYSE:AXBanks

Did Analyst Optimism and Insider Selling Just Reframe Axos Financial's (AX) Investment Narrative?

In recent days, analysts have reiterated positive views on Axos Financial, citing robust net interest income growth, strong net interest margins, and continued asset expansion as reasons for their upbeat outlook. At the same time, insider share sales by Director Edward Ratinoff highlight a contrast between analyst optimism and some executives reducing their personal exposure to the stock. We’ll now explore how analysts’ upgraded estimates, driven by stronger net interest margins and asset...
NYSE:AIG
NYSE:AIGInsurance

Is Barclays’ Downgrade Reframing AIG’s Digital Turnaround Story And Capital Return Ambitions (AIG)?

Barclays recently downgraded American International Group from Overweight to Equalweight, citing limited growth potential, higher execution risk, and uncertainty around newly announced transactions to expand its premium base and alternatives portfolio, alongside plans for about US$1.00 billion of share repurchases in 2026 and leadership adjustments. This comes against a backdrop of AIG’s net premiums earned contracting at 5.8% annually over five years and lagging equity value growth versus...
NYSE:ZETA
NYSE:ZETASoftware

Zeta Global (ZETA): Assessing Valuation After Manatuck Hill’s Big Bet and Raised 2026 Growth Targets

Manatuck Hill Partners quietly made Zeta Global Holdings (ZETA) one of its key bets after ramping its stake in the third quarter, just as management doubles down on a beat and raise streak and targets 2026 revenue growth above 20%. See our latest analysis for Zeta Global Holdings. The timing of Manatuck Hill’s move lines up with a stock that has cooled off in the near term but still carries a powerful longer record. It has a modest year to date share price return of 4.1% versus a punchy three...
NasdaqGS:GFS
NasdaqGS:GFSSemiconductor

GlobalFoundries (GFS): Revisiting Valuation After Sam Franklin’s Promotion to Chief Financial Officer

GlobalFoundries (GFS) just promoted insider Sam Franklin to Chief Financial Officer, and that kind of move usually tells you more about the company’s next chapter than any quarterly headline ever could. See our latest analysis for GlobalFoundries. The timing is interesting, with the share price now at $40.42 after a sharp 16.1% 1 month share price return and a 27.6% 3 month share price return. However, the 1 year total shareholder return is still negative and longer term performance shows...
NYSE:AMG
NYSE:AMGCapital Markets

How AMG’s Debt Refinancing and Security Redemption Will Impact Affiliated Managers Group (AMG) Investors

Affiliated Managers Group, Inc. recently completed a US$424.269 million offering of 5.50% senior unsecured notes due February 15, 2036, and is redeeming all outstanding 5.15% Convertible Trust Preferred Securities due 2037 on December 29, 2025, at 100% of principal plus accrued interest. This refinancing simplifies AMG’s capital structure and supports its ongoing pivot toward higher-fee private markets and liquid alternatives, where new partnerships and client inflows are underpinning...
NasdaqGS:LBRD.K
NasdaqGS:LBRD.KMedia

Taking a Fresh Look at Liberty Broadband’s (LBRDK) Valuation After Director David Wargo’s Share Sale

Attention has turned to Liberty Broadband (LBRD.K) after Director David Wargo sold 2,889 shares. This move puts insider activity, the company’s balance sheet, and its mixed track record back under the microscope. See our latest analysis for Liberty Broadband. That backdrop helps explain why a 1 day share price return of 4.16 percent at 49.53 dollars stands out after a bruising year to date share price decline of 34.81 percent, with long term total shareholder returns still deeply negative...
NYSE:TAP
NYSE:TAPBeverage

Reassessing Molson Coors (TAP) Valuation After Piper Sandler Flags GLP-1 Risks to Alcohol Demand

Molson Coors Beverage (TAP) is back in focus after Piper Sandler flagged GLP 1 weight loss drugs as a long term headwind for alcohol demand, dialing back expectations even as Madrí Excepcional keeps delivering. See our latest analysis for Molson Coors Beverage. Those cross-currents help explain why Molson Coors’ 1 day share price return of 3.6 percent sits against a year to date share price return of negative 18.1 percent, with a 1 year total shareholder return of negative 20.8 percent...
NasdaqGM:EXPI
NasdaqGM:EXPIReal Estate

Is eXp (EXPI) Elevating Tech And Brokerage Leadership To Redefine Its Competitive Edge?

Recently, eXp Realty appointed Carrie Lysenko as Chief Technology Officer and Holly Mabery as Chief Brokerage Officer, reinforcing its focus on technology and brokerage operations to better support its global agent base. These leadership changes highlight how eXp is trying to more tightly connect its cloud-based technology platform with day-to-day brokerage execution to improve the experience for both agents and clients. Now, we will consider how elevating technology leadership through the...
NYSE:MLM
NYSE:MLMBasic Materials

Martin Marietta Materials (MLM): Evaluating Valuation After Mixed Q3 Beat on Growth but Miss on Estimates

Martin Marietta Materials (MLM) just posted Q3 results showing double digit revenue and earnings growth versus last year, but both missed Wall Street estimates, creating a mixed setup that is now shaping investor sentiment. See our latest analysis for Martin Marietta Materials. The latest results land after a strong run, with the share price now at $623.41 and a robust year to date share price return of 22.10% alongside a powerful five year total shareholder return of 142.05%. This suggests...
NasdaqGS:KSPI
NasdaqGS:KSPIConsumer Finance

Kaspi.kz (KSPI): Assessing Valuation After Strong Fintech Growth and Upcoming ‘Pay by Palm’ Launch

Kaspi.kz (KSPI) just wrapped up a quarter that turned heads, with revenue climbing 20% year over year and its Fintech segment outpacing that, as investors weigh what the upcoming Pay by Palm launch could mean. See our latest analysis for Kaspi.kz. Despite the strong Q3 update and excitement around Pay by Palm, Kaspi.kz’s 1 year total shareholder return of minus 29.65 percent and year to date share price return of minus 24.37 percent show momentum has cooled after a solid multiyear run. If...
NYSE:HAL
NYSE:HALEnergy Services

Will Halliburton’s New Leadership Mix Subtly Shift HAL’s Long‑Term International Growth Narrative?

Halliburton recently announced that Jeffrey Shannon Slocum will become Executive Vice President and Chief Operating Officer and join the board from January 1, 2026, while veteran industry leader Timothy A. Leach has already been appointed as a new director. The elevation of long‑tenured insiders like Slocum alongside Leach’s operator experience from ConocoPhillips and Concho Resources could reshape Halliburton’s operational priorities and international growth focus. Next, we’ll explore how...