Recent Articles from StockStory

Multi-industry consumer and professional products manufacturer Griffon Corporation (NYSE:GFF) reported Q3 CY2025 results exceeding the market’s revenue expectations, but sales were flat year on year at $662.2 million. On the other hand, the company’s full-year revenue guidance of $2.5 billion at the midpoint came in 1.5% below analysts’ estimates. Its non-GAAP profit of $1.54 per share was 1.7% above analysts’ consensus estimates.

Off-price retail company TJX (NYSE:TJX) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 7.5% year on year to $15.12 billion. On the other hand, next quarter’s revenue guidance of $16.76 billion was less impressive, coming in 3.2% below analysts’ estimates. Its GAAP profit of $1.28 per share was 5% above analysts’ consensus estimates.

Hitting a new 52-week low can be a pivotal moment for any stock. These floors often mark either the beginning of a turnaround story or confirmation that a company faces serious headwinds.

Whether you see them or not, industrials businesses play a crucial part in our daily activities. But this role also comes with a demand profile tethered to the ebbs and flows of the broader economy. Thankfully, industrial end markets were stable over the past six months as the industry’s 9.7% gain has nearly mirrored the S&P 500.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.

Running at a loss can be a red flag. Many of these businesses face mounting challenges as competition increases and funding becomes harder to secure.

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.

Telecommunications company Dycom (NYSE:DY) announced better-than-expected revenue in Q3 CY2025, with sales up 14.1% year on year to $1.45 billion. The company expects next quarter’s revenue to be around $1.3 billion, close to analysts’ estimates. Its non-GAAP profit of $3.63 per share was 13% above analysts’ consensus estimates.

As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the broadcasting industry, including Paramount (NASDAQ:PSKY) and its peers.

A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits, making them unattractive borrowers.

General merchandise retailer Target (NYSE:TGT) met Wall Streets revenue expectations in Q3 CY2025, but sales fell by 1.6% year on year to $25.27 billion. Its non-GAAP profit of $1.78 per share was 3.6% above analysts’ consensus estimates.

Website building platform Wix (NASDAQ:WIX) announced better-than-expected revenue in Q3 CY2025, with sales up 13.6% year on year to $505.2 million. The company expects next quarter’s revenue to be around $526 million, close to analysts’ estimates. Its non-GAAP profit of $1.68 per share was 12.6% above analysts’ consensus estimates.

Shareholders of The ONE Group would probably like to forget the past six months even happened. The stock dropped 56.7% and now trades at $1.86. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.

Home improvement retailer Lowe’s (NYSE:LOW) met Wall Streets revenue expectations in Q3 CY2025, with sales up 3.2% year on year to $20.81 billion. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $86 billion at the midpoint. Its non-GAAP profit of $3.06 per share was 3.6% above analysts’ consensus estimates.

Ibotta’s third quarter was marked by a sharp revenue decline and compressed margins, which contributed to a significant negative market reaction. Management pointed to ongoing macroeconomic uncertainty, lower consumer sentiment, and disruptions in government assistance programs as key factors behind the softness, especially among large consumer packaged goods (CPG) clients. CEO Bryan Leach acknowledged that “the current macro environment continues to present challenges for CPG companies,” with clients pausing discretionary spending and demanding more rigorous proof of marketing return on investment.

Tetra Tech’s third quarter results surpassed Wall Street’s expectations for both revenue and profit, with growth driven by ongoing demand for high-end water consulting and digital automation work, particularly in government and international markets. Management attributed operating margin improvement to a favorable business mix and a strategic emphasis on fixed-price contracts. CEO Dan Batrack highlighted the company’s ability to “successfully navigate the recent changes in the U.S. federal government's priorities,” while CFO Steve Burdick noted, “We generated a record setting cash from operations that approached $0.5 billion.”

Fidelis Insurance’s third quarter results were shaped by a combination of strong underwriting discipline and targeted growth in both its insurance and reinsurance segments, despite missing market revenue expectations. Management attributed the quarter’s performance to a best-in-class combined ratio and continued success in risk selection across specialty lines. CEO Dan Burrows emphasized, “Our excellent third quarter performance demonstrates the strength of our portfolio and the success of our underwriting strategy,” highlighting improvements in both property and asset-backed finance books. The company also benefited from favorable prior year development and disciplined capital allocation, as well as ongoing expansion of its partner network.

Business development company Oaktree Specialty Lending (NASDAQ:OCSL) reported Q3 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 18.3% year on year to $77.32 million. Its GAAP profit of $0.28 per share decreased from $0.45 in the same quarter last year.

TransDigm’s third quarter was marked by robust growth in both its commercial aftermarket and defense channels, with management attributing performance to steady demand recovery and effective execution of its proprietary product strategy. CEO Michael J. Lisman highlighted that commercial OEM revenues rebounded after prior inventory adjustments, while defense revenues benefited from new contract wins across domestic and international markets. The company underscored the role of high-margin aftermarket sales and its focus on value-driven operations, with Co-COO Joel Reiss noting that all submarkets within commercial aftermarket experienced positive trends and that the company’s automation initiatives are helping to drive productivity gains.

European Wax Center delivered third quarter results that exceeded Wall Street expectations, prompting a strong positive market reaction. Management highlighted disciplined cost control, improved operational efficiency, and a stable core guest base as critical contributors to the quarter’s outperformance. CEO Chris Morris emphasized, “Retention is stable quarter over quarter, fewer guests are lapsing, and engagement in our Wax Pass program remains strong, which is an enduring source of strength for us.” Enhanced data-driven marketing and ongoing efforts to optimize franchisee operations underpinned the company’s improved profitability.

Home improvement retail giant Home Depot (NYSE:HD) met Wall Streets revenue expectations in Q3 CY2025, with sales up 2.8% year on year to $41.35 billion. Its non-GAAP profit of $3.74 per share was 2.5% below analysts’ consensus estimates.

Cisco’s third quarter performance was met with a positive market reaction, as revenue and non-GAAP profit both exceeded Wall Street’s expectations. Management credited robust demand for AI infrastructure and campus networking solutions as primary drivers of growth, highlighting that total product orders grew across all geographies and customer segments. CEO Chuck Robbins noted, “Our strong top-line performance combined with operating efficiencies and solid execution by our teams contributed to non-GAAP EPS growth of 10% as we continue to grow earnings faster than revenue.” The quarter also benefited from an acceleration in orders for advanced networking, enterprise routing, and industrial IoT products.

Arcos Dorados delivered a third quarter that was well received by the market, with higher profitability outweighing a modest revenue shortfall compared to Wall Street expectations. Management attributed the results to disciplined cost controls, particularly in Brazil, as well as operational gains across key markets like Argentina and Mexico. CEO Luis Raganato pointed to digital engagement and loyalty program expansion as instrumental in offsetting challenging consumer demand, stating, “We successfully navigated challenging consumer dynamics in a couple of our largest markets, as well as persistent input cost pressure.”

Nutrition products company Bellring Brands (NYSE:BRBR) announced better-than-expected revenue in Q3 CY2025, with sales up 16.6% year on year to $648.2 million. On the other hand, the company’s full-year revenue guidance of $2.45 billion at the midpoint came in 2.1% below analysts’ estimates. Its non-GAAP profit of $0.51 per share was 6.8% below analysts’ consensus estimates.

Battery and lighting company Energizer (NYSE:ENR) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 3.4% year on year to $832.8 million. On the other hand, next quarter’s revenue guidance of $695.1 million was less impressive, coming in 8.9% below analysts’ estimates. Its non-GAAP profit of $1.05 per share was 9.8% below analysts’ consensus estimates.

The Russell 2000 (^RUT) is packed with potential breakout stocks, thanks to its focus on smaller companies with high growth potential. However, smaller size also means these businesses often lack the resilience and financial flexibility of large-cap firms, making careful selection crucial.

Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges. However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

Value investing has created more billionaires than any other strategy, like Warren Buffett, who built his fortune by purchasing wonderful businesses at reasonable prices. But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.

Unprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around. Without a clear path to profitability, these businesses risk running out of capital or relying on dilutive fundraising.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

A highly volatile stock can deliver big gains - or just as easily wipe out a portfolio if things go south. While some investors embrace risk, mistakes can be costly for those who aren’t prepared.

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However, these companies often come with higher volatility and risk, as their smaller size makes them more vulnerable to economic downturns.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.

Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names. But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses.

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.

John Bean has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 14.5% to $135.95 per share while the index has gained 11.9%.

Over the last six months, FTAI Infrastructure’s shares have sunk to $4.16, producing a disappointing 17% loss - a stark contrast to the S&P 500’s 11.9% gain. This was partly driven by its softer quarterly results and might have investors contemplating their next move.

Since May 2025, Tri Pointe Homes has been in a holding pattern, posting a small loss of 2.3% while floating around $30.83. The stock also fell short of the S&P 500’s 11.9% gain during that period.

Travel + Leisure has had an impressive run over the past six months as its shares have beaten the S&P 500 by 9.8%. The stock now trades at $61.84, marking a 21.7% gain. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Sleep Number’s stock price has taken a beating over the past six months, shedding 57.3% of its value and falling to $3.88 per share. This was partly driven by its softer quarterly results and might have investors contemplating their next move.

Over the past six months, Corebridge Financial’s stock price fell to $27.61. Shareholders have lost 16.1% of their capital, which is disappointing considering the S&P 500 has climbed by 11.9%. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.

Progressive’s stock price has taken a beating over the past six months, shedding 22.5% of its value and falling to $223.29 per share. This was partly driven by its softer quarterly results and might have investors contemplating their next move.

Since May 2025, Insulet has been in a holding pattern, posting a small return of 3% while floating around $335.74. The stock also fell short of the S&P 500’s 11.9% gain during that period.

Surgery Partners has gotten torched over the last six months - since May 2025, its stock price has dropped 35.6% to $15.19 per share. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.

nLIGHT has been on fire lately. In the past six months alone, the company’s stock price has rocketed 126%, reaching $28.61 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

What a brutal six months it’s been for Health Catalyst. The stock has dropped 44.2% and now trades at $2.18, rattling many shareholders. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.

Yum! Brands has been treading water for the past six months, recording a small loss of 0.6% while holding steady at $148.81. The stock also fell short of the S&P 500’s 11.9% gain during that period.

NerdWallet has had an impressive run over the past six months as its shares have beaten the S&P 500 by 8.1%. The stock now trades at $13.51, marking a 20% gain. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

What a time it’s been for 10x Genomics. In the past six months alone, the company’s stock price has increased by a massive 73.9%, reaching $15.53 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Upwork has been treading water for the past six months, recording a small return of 4.5% while holding steady at $17.29. The stock also fell short of the S&P 500’s 11.9% gain during that period.

Illumina has been on fire lately. In the past six months alone, the company’s stock price has rocketed 47%, reaching $121.93 per share. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Lamb Weston has been treading water for the past six months, recording a small return of 4.7% while holding steady at $56.06. The stock also fell short of the S&P 500’s 11.9% gain during that period.

Over the past six months, AMC Networks has been a great trade, beating the S&P 500 by 14.6%. Its stock price has climbed to $8.08, representing a healthy 26.5% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Over the past six months, Gray Television has been a great trade, beating the S&P 500 by 10.2%. Its stock price has climbed to $4.81, representing a healthy 22.1% increase. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Citizens Financial Group’s 20.4% return over the past six months has outpaced the S&P 500 by 8.5%, and its stock price has climbed to $50.08 per share. This run-up might have investors contemplating their next move.

What a brutal six months it’s been for Oxford Industries. The stock has dropped 39.9% and now trades at a new 52-week low of $33.62, rattling many shareholders. This might have investors contemplating their next move.

Looking back on water infrastructure stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Xylem (NYSE:XYL) and its peers.

Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at Shake Shack (NYSE:SHAK) and its peers.

Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at John Bean (NYSE:JBTM) and its peers.

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at electronic components & manufacturing stocks, starting with CTS (NYSE:CTS).