NasdaqGS:FOXA
NasdaqGS:FOXAMedia

Fox (FOXA) Valuation in Focus as Shares Climb 21% Over Three Months

Fox (FOXA) shares have edged higher this week, rising just under 2% in the past seven days. Investors appear to be weighing recent performance and valuation as the stock's gains now approach 21% over the past three months. See our latest analysis for Fox. Momentum has picked up for Fox, with the share price gaining over 15% in the past month and capping a 35% share price return year-to-date. The stock's 12-month total shareholder return now stands at 49%, which suggests that investors are...
NasdaqGS:BKR
NasdaqGS:BKREnergy Services

Did the Bechtel LNG Contract Just Shift Baker Hughes' (BKR) Investment Narrative?

Bechtel announced it has awarded Baker Hughes a contract to supply primary liquefaction equipment, including two Frame 7 gas turbines and six centrifugal compressors, for Train 5 of NextDecade’s Rio Grande LNG facility in Texas, building on a framework agreement covering LNG expansion at the site. This contract win reflects continued demand for Baker Hughes’ advanced LNG technologies and its Cordant™ digital solution, underscoring the company's diversification into both hardware and digital...
NasdaqGS:STGW
NasdaqGS:STGWMedia

How Investors Are Reacting To Stagwell (STGW) Partnering With Palantir on AI-Driven Marketing Platform

Palantir Technologies and Stagwell recently announced a partnership to launch an AI-driven marketing platform, integrating Palantir's Foundry with Stagwell's proprietary data and software to support marketing optimization, audience alignment, and campaign management for enterprise clients. This collaboration brings together advanced data privacy protection and AI-powered tools, already showing early client adoption and expected to broaden Stagwell’s service reach and impact. We'll examine...
NYSE:IT
NYSE:ITIT

Gartner (IT): Valuation Insights Following Earnings Beat, Margin Pressures, and Rising AI Competition

Gartner (NYSE:IT) surprised with third-quarter earnings that topped estimates and lifted its 2025 revenue outlook. However, investors are looking closer at the story beneath the surface. Despite these headline positives, profit margins narrowed and cash flow weakened. See our latest analysis for Gartner. Gartner’s latest quarter saw upbeat earnings and an outlook raise, but that was not enough to offset investor nerves. The share price tumbled 7% after results, capping off a tough run...
NasdaqCM:EVLV
NasdaqCM:EVLVElectronic

Can Spartanburg’s Security Upgrade Reveal a Recurring Revenue Strength for Evolv (EVLV)?

Spartanburg District Five Schools in South Carolina recently expanded its deployment of Evolv Technologies Holdings' security screening solutions to all 14 schools in the district, incorporating both the Evolv Express and eXpedite systems to enhance safety and streamline entry for students, staff, and visitors. This district-wide rollout illustrates how K-12 institutions are increasingly choosing advanced sensor and AI-powered screening platforms to address modern safety requirements while...
NYSE:U
NYSE:USoftware

Unity Software (NYSE:U): Evaluating Valuation as Q3 Earnings Beat Spurs Analyst Upgrades and Strategic Growth Moves

Unity Software (NYSE:U) delivered upbeat third-quarter results, reporting sales and adjusted EBITDA that exceeded both its own guidance and market expectations. The company’s positive Q4 outlook, platform innovation, and fresh partnerships contributed to a surge in investor confidence. See our latest analysis for Unity Software. Unity Software’s clear earnings beat and brighter Q4 outlook have lit a fire under its share price, which has surged by 63% since January. This renewed optimism comes...
NYSE:BFAM
NYSE:BFAMConsumer Services

Why Is Bright Horizons (BFAM) Doubling Down on Buybacks Amid Rising Sales and 2025 Outlook?

Bright Horizons Family Solutions recently completed a US$51.21 million share repurchase program and reported third-quarter results with sales of US$802.81 million and net income of US$78.55 million, both higher than a year ago, while also issuing revenue guidance for the 2025 fiscal year. The combination of strong financial performance and a clear outlook for 2025 signals increased confidence in the company's business trajectory and ability to generate returns for shareholders. We'll examine...
NYSE:WRBY
NYSE:WRBYSpecialty Retail

Will Warby Parker’s (WRBY) Lowered Revenue Outlook Challenge Its Tech-Driven Growth Story?

Warby Parker Inc. recently reported its third-quarter 2025 results, with sales rising to US$221.68 million and net income improving to US$5.87 million from a net loss a year ago, yet missing analyst revenue expectations and lowering its full-year revenue outlook. The company's ongoing growth in active customers, retail expansion, and introduction of AI-driven eyewear partnerships signal evolving approaches amid competitive and economic pressures. We will examine how Warby Parker's reduced...
NasdaqGS:ALNY
NasdaqGS:ALNYBiotechs

Alnylam Pharmaceuticals (ALNY): Assessing Valuation Following New HELIOS-B Data and Upbeat Financial Results

Alnylam Pharmaceuticals (ALNY) shared new results from its Phase 3 HELIOS-B study of vutrisiran, with data presented at the American Heart Association meeting. The findings demonstrate consistent efficacy and safety across key patient groups. The company also reported a strong third quarter, moving from net loss to net income and raising full-year revenue guidance. This combination has caught the attention of many investors. See our latest analysis for Alnylam Pharmaceuticals. Alnylam’s...
NYSE:BKE
NYSE:BKESpecialty Retail

Does Steady Same-Store Sales Growth Reinforce Buckle’s Core Apparel Strengths or Reveal Limits for BKE?

The Buckle, Inc. recently reported an increase in both comparable store sales and total net sales for the fiscal month, third quarter, and year-to-date period ended November 1, 2025, compared to the previous year. This sustained growth in same-store sales across multiple timeframes highlights ongoing resilience in Buckle’s core apparel business. We’ll examine how the strong year-over-year comparable store sales growth could influence Buckle’s existing investment narrative. This technology...
NYSE:RNR
NYSE:RNRInsurance

What Does RNR’s Buyback and Dividend Reveal About Management’s Long-Term Capital Allocation Strategy?

RenaissanceRe Holdings Ltd. announced a quarterly dividend of US$0.40 per share, to be paid on December 31, 2025, with an ex-date and record date of December 15, 2025; the company also reported third quarter 2025 earnings showing a year-over-year decrease in quarterly revenue and net income, alongside completion of a significant share buyback program totaling 2,179,509 shares for US$534.99 million. While quarterly results softened, year-to-date earnings per share increased and the repurchase...
NasdaqGS:IOSP
NasdaqGS:IOSPChemicals

A Fresh Look at Innospec (IOSP) Valuation After Mixed Q3 Results and a Dividend Boost

Innospec (IOSP) just shared its third quarter financial results, revealing solid gains in Fuel Specialties but softer performance in other areas. The company increased its semiannual dividend by 10% and continued its share repurchase program, signaling confidence despite recent challenges. See our latest analysis for Innospec. Innospec’s recent moves, including a higher dividend and ongoing buybacks, come against a backdrop of a year-to-date share price return of -28.97%. The stock saw a...
NasdaqGS:AOSL
NasdaqGS:AOSLSemiconductor

Alpha and Omega Semiconductor (AOSL): Evaluating Valuation After Strong Power IC Growth and Joint Venture Sale in Q1 2026

Alpha and Omega Semiconductor (AOSL) drew fresh attention after releasing its fiscal Q1 2026 results, which included impressive growth in Power IC revenue as well as the completion of a joint venture equity sale in China. See our latest analysis for Alpha and Omega Semiconductor. It has been a volatile stretch for Alpha and Omega Semiconductor. After management’s cautious guidance and a high-profile analyst downgrade, the stock’s share price plunged 27.6% over the past week and is now down...
NYSE:HWM
NYSE:HWMAerospace & Defense

A Look at Howmet Aerospace’s (HWM) Valuation After Upbeat Q3 Results and Raised Growth Guidance

Howmet Aerospace (HWM) just posted higher sales and net income for the third quarter, with management boosting their outlook for the rest of the year. They are also signaling growth into 2026, catching investors’ attention. See our latest analysis for Howmet Aerospace. The positive momentum around Howmet Aerospace’s third quarter hasn’t gone unnoticed. Its share price is now up over 86% year-to-date. Fuelled by upbeat earnings, fresh buybacks, and new debt refinancing initiatives, momentum...
NasdaqGS:RUSH.A
NasdaqGS:RUSH.ATrade Distributors

Rush Enterprises (RUSH.A): Assessing Valuation After Mixed Earnings and Signals of Long-Term Growth

Rush Enterprises (RUSH.A) caught the attention of investors after its latest quarterly earnings report revealed a dip in revenue and net income from last year. The report also highlighted steady performance in Aftermarket Products and Services. See our latest analysis for Rush Enterprises. Rush Enterprises’ latest earnings reveal comes amid a challenging stretch for the share price, which has slipped to $48.81 and seen a 1-year total shareholder return of -21.4%. Despite this near-term dip,...
NasdaqCM:VRRM
NasdaqCM:VRRMProfessional Services

Assessing Verra Mobility’s Valuation After Strong Q3 Results and Upgraded Growth Outlook

Verra Mobility posted stronger-than-expected third quarter earnings, supported by a spike in automated enforcement projects and fresh contract wins in New York City. Management’s move to lift full-year revenue guidance signals ongoing momentum for the company. See our latest analysis for Verra Mobility. Despite a robust quarter and brighter revenue guidance, Verra Mobility’s recent price momentum has yet to fully reflect that optimism. The stock recorded a modest 1-year total shareholder...
NasdaqGM:EXPI
NasdaqGM:EXPIReal Estate

eXp World Holdings (EXPI): A Fresh Look at Valuation After Surprising Q3 Profit and Dividend Announcement

eXp World Holdings (EXPI) set the tone for investors by flipping to a net profit in the third quarter, after reporting a loss during the same period last year. The company also exceeded revenue and earnings expectations. See our latest analysis for eXp World Holdings. The latest earnings beat and renewed dividend helped spark a fresh surge in eXp World Holdings’ stock, driving an impressive 11% share price jump in a single trading day. Even with this rally, momentum has only just begun to...
NYSE:FUBO
NYSE:FUBOInteractive Media and Services

A Fresh Look at fuboTV (FUBO) Valuation After Recent Share Price Gains

fuboTV (FUBO) has seen its stock price move upward recently, leading investors to wonder what is driving the action. Over the past month, shares have gained about 5% and are tracking higher for the year. See our latest analysis for fuboTV. Momentum has clearly been building for fuboTV, with the share price returning over 175% so far this year and a solid 8% gain in the last three months. These moves suggest changing sentiment around the company’s growth trajectory. Factoring in both share...