NasdaqCM:CELH
NasdaqCM:CELHBeverage

Does the Recent Celsius Holdings Surge Justify Current Prices in 2025?

Trying to decide what to do with Celsius Holdings stock? You are far from alone. Investors everywhere are debating whether CELH has more room to run, or if the impressive climb has taken some of the fizz out of future returns. Over the past year, Celsius Holdings has delivered an eye-popping 55.6% total return. Stretch that out five years and you are looking at a nearly 800% surge. This remarkable growth easily outpaces most of its industry peers. Even in the last three months, the stock has...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Should You Take Another Look at Carvana After Its 124% Rally?

If you have been watching Carvana lately, you are not alone. Whether you are a longtime shareholder or just eyeing the stock for your next move, Carvana has definitely been on a roller coaster. The last year has seen its stock price soar by an astonishing 124%, and the gains in the past three years are even more eye-popping, up over 900%. That sort of performance tends to grab attention. With a 79% jump since the start of the year, plenty of investors are wondering whether there is still gas...
NYSE:QS
NYSE:QSAuto Components

Will QuantumScape's (QS) Broader Automaker Ties Redefine Its Commercialization Roadmap?

QuantumScape recently expanded its collaboration with Volkswagen’s battery subsidiary, PowerCo, introducing up to US$131 million in milestone payments, and signed a joint development agreement with another major global automotive manufacturer. This move enhances QuantumScape’s path toward commercialization and expands its potential licensing opportunities beyond its existing partnership network. We’ll take a look at how this broadened automaker collaboration could reinforce QuantumScape’s...
NYSE:APH
NYSE:APHElectronic

Does Amphenol’s Recent Surge Signal Further Opportunity After April’s Strong Earnings Report?

If you have been watching Amphenol stock lately, you are not alone, and you are probably asking yourself whether now is the right time to add APH to your portfolio or wait for a better entry point. The last five years have been a wild ride, with the stock more than tripling over that period. In just the past year, Amphenol’s total return hit an impressive 63.9%, outpacing even bullish expectations. Momentum has carried through 2024 as well, with the price up 58.5% year to date and now trading...
NasdaqGS:PCH
NasdaqGS:PCHSpecialized REITs

PotlatchDeltic (PCH): Evaluating Valuation After Strong Q2 Results and Record Timberland Growth

PotlatchDeltic (PCH) is making headlines after reporting second quarter numbers that outpaced even the most optimistic projections, especially in its Timberland segment. The company capitalized on stronger Northern sawlog prices and surpassed harvest volume guidance, fueling a surge in EBITDA and catching the attention of market watchers. Its management doubled down on growth with plans to ramp up output at the Waldo site, aiming to set a new record for quarterly lumber shipments. The company...
NasdaqGS:IDXX
NasdaqGS:IDXXMedical Equipment

Should Upward Analyst Earnings Revisions Prompt a Fresh Look at IDEXX Laboratories’ (IDXX) Growth Trajectory?

In recent days, IDEXX Laboratories has seen seven analysts revise their earnings estimates higher for fiscal 2025, with the Zacks Consensus Estimate for earnings per share now at US$12.55 and an average earnings surprise of 6.1% reported. This momentum has positioned IDEXX as a favored growth stock among analysts, further supported by an A Momentum Style Score and consistently positive earnings revisions. Given these upward analyst revisions and heightened optimism around future earnings,...
NYSE:TNL
NYSE:TNLHospitality

Travel + Leisure (TNL): Assessing Fair Value After $500M Debt Refinancing Move

This week, Travel + Leisure (TNL) made a noteworthy move in its balance sheet playbook by issuing $500 million in senior secured notes, set to mature in 2033 with an interest rate just below 6.2%. The fresh capital is earmarked primarily to retire older 6.6% notes due next year and reduce borrowing from existing credit facilities. For investors, these steps suggest management is working to lower the company’s interest expenses and stretch out repayment timelines. This approach may free up...
NYSE:BCC
NYSE:BCCTrade Distributors

Can Boise Cascade's (BCC) Dividend Hike and Buybacks Reveal a Shift in Capital Allocation Priorities?

Boise Cascade Company recently announced a 5% increase in its quarterly dividend to common stockholders, with the next payout scheduled for September 17, 2025, to shareholders of record as of September 2, 2025, and also reported active share repurchases under its current buyback program. These actions signal the company's ongoing commitment to rewarding shareholders through both regular dividends and share buybacks, which can be viewed as a sign of management's confidence in Boise Cascade's...
NasdaqGS:METC
NasdaqGS:METCMetals and Mining

Should Ramaco Resources’ (METC) Stock Dividend Prompt Investors to Revisit Its Capital Allocation Strategy?

Ramaco Resources announced that its Board of Directors has declared a stock dividend for the third quarter of fiscal 2025, distributing additional Class B common shares to shareholders of record as of September 5, 2025, with the payment set for September 19, 2025. This move provides Class B shareholders with more equity in the form of new shares, potentially altering the ownership structure and influencing market perceptions of the company's capital allocation priorities. We'll explore how...
NYSE:NUE
NYSE:NUEMetals and Mining

Is Nucor Still Attractive After Shares Rise 36% Amid Latest US-Canada Tariff News?

If you are staring at Nucor's ticker and wondering what to do next, you are not alone. The stock's recent climb has many investors reevaluating their assumptions, especially as the broader steel industry wrestles with trade news and ever-changing tariffs. Nucor's price has not only bounced back 36% over the last three months and nearly 30% so far this year, but that momentum seems all the more interesting given the current news cycle. Tensions around steel tariffs, particularly between the...
NYSE:VLTO
NYSE:VLTOCommercial Services

Is Veralto Stock Poised for Gains After Recent 7% Rally in 2025?

Thinking about what to do with Veralto stock? You are definitely not alone. Whether you are holding shares from its spinoff or just watching the chart after a recent rally, now is a fascinating time to consider what comes next for this NYSE-listed company. Over the past month, Veralto's price has increased by more than 7 percent, and since the start of the year, it is up over 8 percent. That is a solid rebound, especially given that the stock is still recovering after a dip of nearly 2...
NYSE:VMC
NYSE:VMCBasic Materials

How Infrastructure and Data Center Momentum at Vulcan Materials (VMC) May Shift Its Investment Story

Randy L. Pigg, Vice President and Controller at Vulcan Materials, recently sold 650 shares after the company's second-quarter earnings call highlighted solid performance. Analyst optimism around growing infrastructure and data center demand is emerging as a key driver for Vulcan Materials, even as residential sectors face headwinds. We'll take a look at how robust infrastructure and data center demand signals may shift Vulcan Materials' investment narrative moving forward. These 13 companies...
NasdaqGS:XRAY
NasdaqGS:XRAYMedical Equipment

DENTSPLY SIRONA (XRAY): Evaluating Value After CEO’s Strategy Shift Towards Execution and Digital Integration

If you have been following DENTSPLY SIRONA (XRAY), the company’s latest comments may have given you a reason to look twice at the stock. The new CEO has signaled a clear pivot in strategy, moving away from making disruptive changes and instead doubling down on operational execution. That means focusing on integrated digital workflows and streamlining the customer experience, especially across product lines like EDS and Wellspect. Some believe this approach could set the stage for a steadier,...
NYSE:MSGS
NYSE:MSGSEntertainment

Is the Shift to Net Losses Reshaping the MSG Sports (MSGS) Investment Thesis?

Madison Square Garden Sports Corp. recently announced fourth quarter and full-year results, reporting US$203.96 million in quarterly sales and a net loss of US$1.78 million, with annual sales reaching US$1.04 billion and an annual net loss of US$22.44 million for the year ended June 30, 2025. This marks a significant reversal from the previous year’s profits, as both quarterly and annual results showed a transition from net income to net loss amid lower sales, a change that could influence...
NYSE:DUK
NYSE:DUKElectric Utilities

Duke Energy (DUK): Evaluating Valuation After Recent Share Price Momentum

Duke Energy (DUK) has quietly gained attention from investors, thanks to a steady climb in its share price over the past month. There may not be a single headline-driving event this week, but the recent and consistent uptick is raising fresh questions for those weighing whether to buy, hold, or sell. As one of the largest regulated utilities in the US, Duke Energy attracts notice when its valuation metrics or subtle price shifts start to diverge from typical sector patterns. So far this year,...
NYSE:AIN
NYSE:AINMachinery

How Albany International’s (AIN) Dividend Decision Amid Earnings and Regulatory Scrutiny Alters Its Investment Story

On August 22, 2025, Albany International's Board of Directors declared a quarterly dividend of $0.27 per share on its Class A Common Stock, payable October 7, 2025 to shareholders of record as of September 2, 2025. This announcement follows a missed Q2 earnings expectation, ongoing operational challenges, and news of a securities law investigation, heightening uncertainty about the company's financial health. We will explore how persistent earnings pressures and increased regulatory scrutiny...
NYSE:BBY
NYSE:BBYSpecialty Retail

Could Best Buy’s (BBY) New Marketplace Strategy Reveal Its Next Move in Omnichannel Retail?

Earlier this week, Best Buy launched a third-party digital marketplace in the U.S. that more than doubles its online product offerings by adding hundreds of new brands and categories such as seasonal décor, automotive tech, furniture, and musical instruments. This expansion enables customers to return marketplace purchases at physical stores and access expert in-store support, highlighting a stronger integration between digital and brick-and-mortar experiences. We'll examine how Best Buy’s...
NYSE:DRI
NYSE:DRIHospitality

How Investors May Respond To Darden Restaurants (DRI) Beating Q4 Earnings and Issuing Upbeat Full-Year Guidance

Darden Restaurants recently reported fourth quarter results, with adjusted earnings per share of $2.98 coming in slightly above Wall Street expectations and providing guidance for full-year adjusted EPS between $10.50 and $10.70. The company also confirmed its upcoming fiscal 2026 first quarter earnings call, reflecting transparency and a sustained focus on stable outlook communication. We'll explore how surpassing quarterly earnings forecasts may influence Darden Restaurants' broader...
NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

Upwork (UPWK): Assessing Valuation in Light of Its Major Enterprise Expansion with Lifted Launch

If you’re tracking Upwork (UPWK) and considering whether now is the time to make a move, the company just gave investors something new to consider. Upwork has launched Lifted, its wholly owned enterprise subsidiary, which bundles talent sourcing, contracting, and workforce management into one solution tailored for the complex realities of large organizations. This is not just another incremental product tweak. With Lifted’s rollout, Upwork is signaling a serious push to capture more share of...
NasdaqGS:PODD
NasdaqGS:PODDMedical Equipment

Will FDA Clearance and Omnipod Discover Expansion Reshape Insulet's (PODD) Diabetes Innovation Story?

In 2024 and early 2025, Insulet received FDA clearance to expand Omnipod 5's label for type 2 diabetes and launched the system in several international markets, while also introducing Omnipod Discover, a digital platform aimed at boosting patient engagement. These moves are broadening Insulet’s total addressable market and highlighting its growing commitment to digital health innovation within diabetes care. We'll explore how the FDA clearance for type 2 diabetes use is set to influence...
NYSE:VMI
NYSE:VMIConstruction

How Insider Alignment and Earnings Growth Will Impact Valmont Industries (VMI) Investors

Valmont Industries recently reported that its earnings per share increased by 35% over the last year, driven by strong profitability gains. Insider ownership remains significant and CEO pay is below peers, highlighting management's alignment with shareholders and an ongoing focus on value creation. To understand how robust insider alignment and earnings growth may reshape Valmont Industries' investment case, let’s explore the latest developments. The end of cancer? These 27 emerging AI...
NYSE:ETN
NYSE:ETNElectrical

Is Eaton’s Rally Justified After Recent 17% Gain and Strong AI Infrastructure Demand?

Trying to figure out what to do with Eaton stock right now? You are not alone. Whether you have been riding Eaton's remarkable climb or are just joining the conversation, you can sense the big questions in the air: is Eaton still a buy after such a strong run, or has the opportunity already passed? Let us look at how Eaton has made headlines lately. Over the past year, the stock has delivered an impressive 17% total return, easily outpacing plenty of industrial peers. Its three-year and...
NYSE:FHN
NYSE:FHNBanks

Will Michael Moehn’s Board Appointment Shape First Horizon’s (FHN) Stewardship and Strategic Focus?

First Horizon Corporation recently announced the election of Michael Moehn, a senior executive with deep experience in finance and operations, to its Board of Directors and First Horizon Bank Board, expanding the board from twelve to thirteen members. This move signals a strengthened commitment to leadership and governance, with Moehn's expertise particularly relevant for steering the company's financial and operational oversight. We'll examine how adding Michael Moehn to the board could...
NYSE:EXP
NYSE:EXPBasic Materials

Eagle Materials (EXP): Assessing Valuation After Return on Capital Surges Without Additional Investment

Eagle Materials (EXP) is back in focus after new numbers revealed its return on capital employed has jumped 68% over the last five years, all without expanding its capital base. For investors, this is about more than just a financial ratio—it is a concrete signal that management’s investments are driving higher profits from the same resources. The company’s ability to compound earnings efficiently can turn heads, especially in an industry where growth often means pouring in more capital...