NasdaqCM:BHRB
NasdaqCM:BHRBBanks

Exploring 3 Undiscovered Gems in the US Market

As the U.S. market reaches new highs on optimism surrounding U.S.-China trade talks and potential interest rate cuts, investors are keenly observing the performance of major indices like the S&P 500 and Nasdaq. Amidst this backdrop of record-breaking trends, identifying stocks that offer unique growth opportunities can be particularly rewarding. In this environment, a good stock often possesses strong fundamentals and innovative potential that align well with prevailing economic conditions.
NasdaqGS:CTBI
NasdaqGS:CTBIBanks

Best Dividend Stocks To Consider In October 2025

As the U.S. stock market reaches new heights amid optimism over trade talks and potential interest rate cuts, investors are keenly observing how these developments might influence their portfolios. In such a dynamic environment, dividend stocks can offer stability and income, making them an attractive option for those looking to balance growth with consistent returns.
NasdaqGS:INTA
NasdaqGS:INTASoftware

Could Intapp (INTA)'s Success with Tech-Savvy Tax Firms Reveal a Broader Competitive Edge?

Intapp recently announced that tax advisory firm Ostberg Sinclair & Co has implemented its Intapp Collaboration platform, based on Microsoft 365, to enhance communications and document management in support of the firm's expansion objectives. This move highlights expanding adoption of Intapp's solutions by newer, growth-focused clients in the tax advisory space, adding further validation to its Microsoft 365-based offerings. We'll examine how this client win, especially with a tech-enabled...
NYSE:CTS
NYSE:CTSElectronic

Does CTS's (CTS) Surprise Revenue Beat Mark a Turning Point for Its Growth Narrative?

CTS Corporation reported its quarterly results on Tuesday, delivering revenue that exceeded analyst expectations and signaling a potential reversal of last year’s decline, with year-on-year revenue growth anticipated this quarter. This performance comes amid recent concerns about CTS's longer-term sales and earnings trajectory compared to larger competitors, despite important positive surprises on recent revenue and EPS guidance. With investor focus sharpening on the upcoming earnings...
NasdaqGS:GTM
NasdaqGS:GTMInteractive Media and Services

ZoomInfo (GTM): Assessing Valuation as Competitive Pressures Slow New Growth and Revenue Outlook

ZoomInfo Technologies (GTM) is drawing attention after recent commentary pointed to tougher competition weighing on its ability to secure new customers and prevent churn. This shift is evident in softer billings and a more subdued revenue outlook. See our latest analysis for ZoomInfo Technologies. Shares of ZoomInfo Technologies have seen some ups and downs lately. A recent bounce delivered a 7-day share price return of 6.4%, even as the stock remains well below its historical highs. Looking...
NYSE:NOG
NYSE:NOGOil and Gas

Northern Oil and Gas (NOG): Assessing Valuation After Raised 2025 Production Forecasts

Northern Oil and Gas (NOG) just raised its oil and total production forecasts for the 2025 fiscal year. This move often signals management’s confidence in future growth and higher potential revenues for shareholders. See our latest analysis for Northern Oil and Gas. Even with Northern Oil and Gas’ upbeat production outlook for 2025, market sentiment has been mixed. The stock’s share price return has dropped sharply in recent months, with a 1-month share price return of -22.09% and...
NYSE:VNO
NYSE:VNOOffice REITs

The Bull Case for Vornado Realty Trust (VNO) Could Change Following Wharton’s Major Lease at 555 California

The Wharton School of the University of Pennsylvania recently announced it signed a long-term lease to occupy approximately 80,000 square feet within The Cube at the 555 California complex in San Francisco, a property managed by Vornado Realty Trust. This lease more than doubles Wharton's West Coast footprint and underscores demand for high-quality, amenity-rich office space in major urban centers. We'll review how Wharton's substantial lease commitment at The Cube could influence Vornado's...
NYSE:SAM
NYSE:SAMBeverage

Boston Beer Company (SAM) Lifts Guidance as Higher Margins Offset Lower Revenue—Is This a Turning Point?

In October 2025, The Boston Beer Company reported third-quarter earnings showing higher net income of US$46.16 million, improved gross margin, and raised full-year earnings guidance despite an 11.2% decrease in quarterly net revenue and a 13.7% drop in shipments. The quarter was marked by enhanced profitability as procurement savings and greater brewery efficiencies boosted margins, while innovative new releases like Sun Cruiser gained traction even as some legacy brands faced persistent...
NasdaqGS:PECO
NasdaqGS:PECORetail REITs

Phillips Edison (PECO): Evaluating Valuation After Strong Q3 Results and Upgraded 2025 Earnings Outlook

Phillips Edison (PECO) is making headlines this week after topping earnings estimates for the third quarter and boosting its full-year 2025 earnings guidance. This signals continued confidence in its business model. See our latest analysis for Phillips Edison. The upbeat third quarter and full-year guidance bump have sparked some optimism around Phillips Edison, but the share price has not quite matched the momentum yet. Over the past year, total shareholder return is down 2.2%, even as...
NasdaqCM:GEVO
NasdaqCM:GEVOOil and Gas

A Valuation Deep Dive as Gevo (GEVO) Shifts Jet Fuel Project from South Dakota to North Dakota

Gevo is pausing its billion-dollar alcohol-to-jet fuel project in Lake Preston, South Dakota and shifting operations to North Dakota after securing approval to amend its federal loan terms. The move reflects both regulatory and economic considerations. See our latest analysis for Gevo. Gevo’s recent decision to relocate major project efforts comes after a period of notable share price momentum, with a 79% surge over the past three months and a sharp 20% one-month gain. Despite these strong...
NYSE:APH
NYSE:APHElectronic

Assessing Amphenol’s Valuation Following Strong Q3 Results, Upgraded Guidance, and Dividend Increase

Amphenol (NYSE:APH) shares climbed after the company delivered impressive third-quarter earnings, lifting both revenue and profit significantly compared to last year. Management also raised its outlook and increased the quarterly dividend by 52%. See our latest analysis for Amphenol. Amphenol’s remarkable momentum really stands out this year. Following robust Q3 results, a major dividend boost, and steady share buybacks, the company’s 1-year total shareholder return is a staggering 96%, with...
NasdaqGS:NTRA
NasdaqGS:NTRABiotechs

How Investors May Respond To Natera (NTRA) Signatera Data Boosting FDA Case in Bladder Cancer

Natera recently reported results from the phase 3 IMvigor011 trial, showing its Signatera test can enhance treatment selection and improve both disease-free and overall survival in muscle-invasive bladder cancer; these findings were presented at the European Society for Medical Oncology Congress. A key insight is that this data supports Natera's pursuit of FDA premarket approval for Signatera as a companion diagnostic, potentially expanding its clinical and commercial reach in...
NYSE:CDE
NYSE:CDEMetals and Mining

A Look at Coeur Mining’s (CDE) Valuation Following Gold and Silver Price Drop Ahead of Earnings and Fed Decision

Coeur Mining (NYSE:CDE) shares dropped as gold and silver prices slid, setting the stage for investor focus on its upcoming third quarter earnings report due October 29. That announcement will coincide with the Federal Reserve’s interest rate decision. See our latest analysis for Coeur Mining. While Coeur Mining’s 1-day share price return slipped 1.7% following weaker bullion prices, the big picture shows powerful momentum, with the share price up 201% year-to-date and a remarkable 176.7%...
NYSE:VYX
NYSE:VYXSoftware

NCR Voyix (VYX): Assessing Valuation After Securing Marco’s Pizza International Tech Partnership

NCR Voyix (VYX) just secured a major win, landing a deal to become the preferred technology provider for Marco’s Pizza as the fast-growing chain ramps up its international expansion. The first store is set to launch in Mexico later this year, with more locations to follow. See our latest analysis for NCR Voyix. Momentum has been hard to come by for NCR Voyix over the past year. The latest share price closed at $11.80 and the 1-year total shareholder return sits at -9.9%. While news of...
NYSE:RVTY
NYSE:RVTYLife Sciences

Does Revvity’s (RVTY) $1 Billion Buyback Reveal a Shift in Capital Allocation Priorities?

Revvity, Inc. released its third-quarter results, revised full-year revenue guidance to US$2.83 billion–US$2.88 billion due to currency fluctuations, reaffirmed its organic growth outlook, and announced a US$1 billion share repurchase program valid for two years. Anita Gonzales was appointed as Vice President and Chief Accounting Officer, reflecting an emphasis on experienced financial leadership, while the company also declared a regular quarterly dividend of US$0.07 per share. We’ll...
NYSE:AD
NYSE:ADWireless Telecom

Did RBC’s Tower-Focused Initiation Just Shift Array Digital Infrastructure’s (AD) Investment Narrative?

Earlier this week, RBC Capital initiated coverage on Array Digital Infrastructure, now exclusively focused on US tower operations after divesting its UScellular wireless business. The firm is anticipated to begin regular dividend payments after the closure of pending spectrum transactions, with near-term colocation opportunities adding further potential. We'll consider how the analyst’s positive outlook, centered on Array Digital's new tower-focused strategy, influences the company's...
NYSE:PMT
NYSE:PMTMortgage REITs

PennyMac Mortgage Investment Trust (PMT): Evaluating Valuation After Strong Third Quarter Earnings Growth

PennyMac Mortgage Investment Trust (PMT) just released its third quarter earnings, reporting strong year-over-year gains in net income and earnings per share. The results highlight clear progress in the company’s operating performance. See our latest analysis for PennyMac Mortgage Investment Trust. PennyMac Mortgage Investment Trust has built some positive momentum following its third quarter results, with a 6.6% share price gain over the past week and a 4.8% total shareholder return in the...
NasdaqGS:TXG
NasdaqGS:TXGLife Sciences

10x Genomics (TXG): Evaluating Valuation as New Partnerships Boost Growth Potential and Investor Interest

10x Genomics (TXG) is partnering with Anthropic to integrate its single cell and spatial biology analysis tools into Claude for Life Sciences. This move allows researchers to access advanced workflows through natural language, making complex data analysis more approachable. See our latest analysis for 10x Genomics. After a tough stretch, 10x Genomics is showing signs of renewed interest. The stock has rebounded with a 17.5% one-month share price return following news of partnerships with...
NYSE:VMI
NYSE:VMIConstruction

Raised Earnings Guidance After Strong Q3 Might Change The Case For Investing In Valmont Industries (VMI)

Valmont Industries recently reported third-quarter earnings, achieving US$1.05 billion in sales and US$99.03 million in net income, with a 21.2% rise in diluted earnings per share year over year. This performance was driven by strength in the Infrastructure segment, leading the company to raise its full-year earnings guidance and reinforcing confidence from market analysts. Given the raised full-year guidance, we'll explore how this improved outlook could influence Valmont Industries’...
NasdaqGS:GILT
NasdaqGS:GILTCommunications

Gilat Satellite Networks (GILT) Is Up 7.0% After Securing $42 Million SkyEdge IV Platform Orders - Has The Bull Case Changed?

Gilat Satellite Networks Ltd. recently announced that its Commercial Division secured US$42 million in orders from a leading satellite operator, focused on its multi-orbit SkyEdge IV platform, with delivery scheduled over the next 12 months. This commitment is set to expand the global presence of SkyEdge IV, which is increasingly pivotal as satellite operators aim to provide next-generation connectivity for applications such as in-flight connectivity and enterprise broadband. We'll explore...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

How Positive EMA Opinion for Libtayo Has Changed Regeneron Pharmaceuticals’ (REGN) Investment Story

On October 17, 2025, Regeneron Pharmaceuticals announced that the European Medicines Agency's Committee for Medicinal Products for Human Use adopted a positive opinion for Libtayo as an adjuvant treatment for adults with cutaneous squamous cell carcinoma at high risk of recurrence after surgery and radiation. This regulatory milestone, which closely follows recent FDA approval and is backed by robust Phase 3 trial data, highlights growing international momentum behind Libtayo’s expansion in...
NYSE:VMC
NYSE:VMCBasic Materials

Vulcan Materials (VMC): Evaluating Valuation After Recent Double-Digit Share Price Gains

Vulcan Materials (VMC) has seen its stock deliver double-digit gains so far this year, rising 15% on a total return basis. Investors have been tracking its recent performance and weighing how these returns compare with the company's longer-term trends. See our latest analysis for Vulcan Materials. Vulcan Materials' share price momentum has cooled a bit over the past month, but its year-to-date price return of 14.54% suggests market optimism is holding up. Looking further back, the company...