Stratasys’ third quarter results met Wall Street’s revenue expectations, but the market reacted negatively as year-over-year sales declined and margin pressures persisted. Management attributed the top-line softness to continued macro-driven caution in capital equipment spending, particularly in industrial and manufacturing sectors. CEO Yoav Zeif emphasized that cost discipline and operational efficiencies were key in generating positive operating cash flow and non-GAAP earnings. He pointed to “strong execution by our team to leverage notably improved lower adjusted operating expenses by 440 basis points year over year,” even as gross margin remained under pressure from higher tariffs and unfavorable product mix.
Cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 15.7% year on year to $2.47 billion. The company expects next quarter’s revenue to be around $2.58 billion, close to analysts’ estimates. Its non-GAAP profit of $0.93 per share was 4.4% above analysts’ consensus estimates.
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.
Off-price retail company TJX (NYSE:TJX) beat Wall Street’s revenue expectations in Q3 CY2025, 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.
Sally Beauty’s third quarter saw positive market reception, with management attributing the company’s performance to strength in the color category, digital marketplace expansion, and ongoing customer engagement initiatives. CEO Denise Paulonis highlighted the importance of color products, noting 7% growth in color during the quarter, as well as significant momentum in the company’s “Licensed Colors on Demand” consultation service. Management also pointed to the effectiveness of digital channels and marketplace partnerships, such as with Uber Eats and DoorDash, in driving e-commerce sales and customer acquisition.
Telecommunications company Dycom (NYSE:DY) beat Wall Street’s revenue expectations 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.
Edgewell Personal Care’s third quarter results reflected solid top-line momentum, with organic net sales growth driven by international markets and modest recovery in core North America segments. Management highlighted that improved market share in key brands and categories, together with ongoing innovation and supply chain productivity efforts, helped offset weaker performance in sun care and tariff-related cost pressures. CEO Rod Little acknowledged the external and internal challenges faced during the quarter, stating, “We faced significant external pressures: tariffs, foreign exchange volatility, geopolitical tensions, and consumer uncertainty that impacted our financial performance and stressed our global supply chain.”
Vocational education Universal Technical Institute (NYSE:UTI) announced better-than-expected revenue in Q3 CY2025, with sales up 13.3% year on year to $222.4 million. The company’s full-year revenue guidance of $910 million at the midpoint came in 0.9% above analysts’ estimates. Its GAAP profit of $0.34 per share was 32.5% above analysts’ consensus estimates.
Magnera shares jumped over 28% in after-hours trading Wednesday after the company reported strong fourth-quarter results and record cash generation for fiscal 2025.
Recent business-cycle indicators show a divergence: employment remains firm, yet output growth is strong but not accelerating. Nowcasts like GDPNow suggest a slowdown ahead despite upbeat labor data.
The public criticism by the asset manager comes days after Philadelphia-based Axalta and the Amsterdam-based AkzoNobel agreed to merge in an all-stock deal.
Sanders criticizes Trump's welcoming of Saudi Crown Prince MBS, calling it a troubling embrace of authoritarianism and oligarchy. He also condemns the dinner with billionaires and CEOs, highlighting the contrast between Saudi wealth and American struggles. Trump's ties to Saudi money are a concern, as he announces military and economic deals with the country.
Nvidia CEO Jensen Huang dismissed AI bubble fears, arguing that today's massive spending is justified by a global shift from CPUs to GPU-accelerated computing—even as investors like Peter Thiel and Michael Burry warn of overheating and tech giants ramp up capex to unprecedented levels.
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.
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.
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.
Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets.
But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.
The $10-50 price range often includes mid-sized businesses with proven track records and plenty of growth runway ahead.
They also usually carry less risk than penny stocks, though they’re not immune to volatility as many lack the scale advantages of their larger peers.
Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor.
The key risk, however, is that these stocks are usually cheap for a reason – five cents for a piece of fruit may seem like a great deal until you find out it’s rotten.
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning.
Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
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.
Leading analysts are beaming with optimism on NVIDIA Corp. (NASDAQ: NVDA) and the broader AI trade, following the company's strong third-quarter performance on Wednesday.
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.
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.
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 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.
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.
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.
Over the past six months, Methode Electronics’s shares (currently trading at $6.76) have posted a disappointing 10.2% loss, well below the S&P 500’s 11.3% gain. This might have investors contemplating their next move.
Although Globe Life (currently trading at $128.88 per share) has gained 5.5% over the last six months, it has trailed the S&P 500’s 11.3% return during that period. This was partly due to its softer quarterly results and might have investors contemplating their next move.
General Dynamics’s 22% return over the past six months has outpaced the S&P 500 by 10.6%, and its stock price has climbed to $343.43 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.
Since November 2020, the S&P 500 has delivered a total return of 85.8%. But one standout stock has more than doubled the market - over the past five years, Agilysys has surged 204% to $123.52 per share. Its momentum hasn’t stopped as it’s also gained 21.9% in the last six months thanks to its solid quarterly results, beating the S&P by 10.5%.
Over the past six months, Asure Software’s shares (currently trading at $7.99) have posted a disappointing 18% loss, well below the S&P 500’s 11.3% gain. This may have investors wondering how to approach the situation.
Domo has had an impressive run over the past six months as its shares have beaten the S&P 500 by 19.7%. The stock now trades at $11.20, marking a 31% gain. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.
Over the past six months, The Pennant Group’s shares (currently trading at $26.51) have posted a disappointing 9.9% loss, well below the S&P 500’s 11.3% gain. This may have investors wondering how to approach the situation.
Dayforce’s 17.4% return over the past six months has outpaced the S&P 500 by 6%, and its stock price has climbed to $69.05 per share. This run-up might have investors contemplating their next move.
Over the past six months, Hologic has been a great trade, beating the S&P 500 by 20%. Its stock price has climbed to $74.17, representing a healthy 31.3% increase. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.
Over the past six months, First Merchants’s stock price fell to $35.34. Shareholders have lost 9.8% of their capital, which is disappointing considering the S&P 500 has climbed by 11.3%. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.
Zoetis’s stock price has taken a beating over the past six months, shedding 28.6% of its value and falling to a new 52-week low of $116.88 per share. This was partly due to its softer quarterly results and might have investors contemplating their next move.
Granite Construction currently trades at $102.54 and has been a dream stock for shareholders. It’s returned 326% since November 2020, blowing past the S&P 500’s 85.8% gain. The company has also beaten the index over the past six months as its stock price is up 17.9%.
Over the past six months, DNOW’s stock price fell to $12.58. Shareholders have lost 16.8% of their capital, which is disappointing considering the S&P 500 has climbed by 11.3%. This might have investors contemplating their next move.
