CSX Q3 Deep Dive: Improved Network Efficiency and Project Completions Position CSX for GrowthFreight rail services provider CSX (
NASDAQ:CSX) met Wall Street’s revenue expectations in Q3 CY2025, but sales were flat year on year at $3.59 billion. Its non-GAAP profit of $0.44 per share was 3.8% above analysts’ consensus estimates.
State Street (NYSE:STT) Surprises With Q3 SalesFinancial services giant State Street (
NYSE:STT) reported revenue ahead of Wall Street’s expectations in Q3 CY2025, with sales up 8.8% year on year to $3.55 billion. Its non-GAAP profit of $2.78 per share was 5% above analysts’ consensus estimates.
Webster Financial’s (NYSE:WBS) Q3: Beats On RevenueRegional banking company Webster Financial (
NYSE:WBS) announced better-than-expected revenue in Q3 CY2025, with sales up 13.1% year on year to $732.6 million. Its GAAP profit of $1.54 per share was 0.8% above analysts’ consensus estimates.
Ally Financial (NYSE:ALLY) Beats Expectations in Strong Q3Digital banking company Ally Financial (
NYSE:ALLY) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 3% year on year to $2.2 billion. Its non-GAAP profit of $1.15 per share was 14.1% above analysts’ consensus estimates.
Truist Financial’s (NYSE:TFC) Q3: Beats On RevenueFinancial services company Truist Financial (
NYSE:TFC) reported revenue ahead of Wall Street’s expectations in Q3 CY2025, but sales were flat year on year at $5.19 billion. Its non-GAAP profit of $1.35 per share was 35.9% above analysts’ consensus estimates.
American Express (NYSE:AXP) Exceeds Q3 ExpectationsGlobal payments company American Express (
NYSE:AXP) reported revenue ahead of Wall Street’s expectations in Q3 CY2025, with sales up 11.8% year on year to $13.94 billion. Its GAAP profit of $4.14 per share was 3.6% above analysts’ consensus estimates.
Comerica (NYSE:CMA) Misses Q3 Sales ExpectationsFinancial services company Comerica (
NYSE:CMA) missed Wall Street’s revenue expectations in Q3 CY2025 as sales rose 3.3% year on year to $838 million. Its GAAP profit of $1.35 per share was 3.4% above analysts’ consensus estimates.
Fifth Third Bancorp (NASDAQ:FITB) Exceeds Q3 ExpectationsRegional banking company Fifth Third Bancorp (
NASDAQ:FITB) reported revenue ahead of Wall Street’s expectations in Q3 CY2025, with sales up 8.2% year on year to $2.31 billion. Its GAAP profit of $0.91 per share was 5.9% above analysts’ consensus estimates.
Regions Financial’s (NYSE:RF) Q3 Earnings Results: Revenue In Line With ExpectationsRegional banking company Regions Financial (
NYSE:RF) met Wall Street’s revenue expectations in Q3 CY2025, with sales up 7% year on year to $1.92 billion. Its non-GAAP profit of $0.63 per share was 5.8% above analysts’ consensus estimates.
SNA Q3 Deep Dive: Diagnostics and Repair Systems Lead Amid Macro UncertaintyProfessional tools and equipment manufacturer Snap-on (
NYSE:SNA) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 3.6% year on year to $1.29 billion. Its non-GAAP profit of $4.71 per share was 1.2% above analysts’ consensus estimates.
BK Q3 Deep Dive: Platform Diversification and AI Initiatives Stand Out Amid Mixed Market ResponseGlobal financial services company BNY NYSE:BK) announced better-than-expected revenue in Q3 CY2025, with sales up 9.1% year on year to $5.07 billion. Its non-GAAP profit of $1.91 per share was 8.1% above analysts’ consensus estimates.
IIIN Q3 Deep Dive: Margin Recovery Amid Tariff Pressures and Mixed Construction DemandSteel wire manufacturer Insteel (
NYSE:IIIN) missed Wall Street’s revenue expectations in Q3 CY2025, but sales rose 32.1% year on year to $177.4 million. Its non-GAAP profit of $0.75 per share was 4.9% below analysts’ consensus estimates.
MAN Q3 Deep Dive: Enterprise Client Mix and Cost Actions Shape ResultsWorkforce solutions provider ManpowerGroup (
NYSE:MAN) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 2.3% year on year to $4.63 billion. Its GAAP profit of $0.38 per share was 53.3% below analysts’ consensus estimates.
TRV Q3 Deep Dive: Underwriting Discipline and Investment Income Drive Results Amid Top-Line CautionProperty and casualty insurer Travelers (
NYSE:TRV) reported revenue ahead of Wall Street’s expectations in Q3 CY2025, with sales up 5.2% year on year to $12.47 billion. Its non-GAAP profit of $8.14 per share was 28.8% above analysts’ consensus estimates.
KEY Q3 Deep Dive: Margin Expansion and Strategic Shifts Amid Market SkepticismRegional banking company KeyCorp (
NYSE:KEY) met Wall Street’s revenue expectations in Q3 CY2025, with sales up 176% year on year to $1.89 billion. Its non-GAAP profit of $0.41 per share was 7.6% above analysts’ consensus estimates.
USB Q3 Deep Dive: Payments, Fee Growth, and Deposit Strategy Drive Solid PerformanceFinancial services giant U.S. Bancorp (
NYSE:USB) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 6.8% year on year to $7.3 billion. Its non-GAAP profit of $1.22 per share was 9% above analysts’ consensus estimates.
3 Cash-Producing Stocks That Fall ShortA company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
3 Unpopular Stocks with Warning SignsWhen Wall Street turns bearish on a stock, it’s worth paying attention.
These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
3 Cash-Producing Stocks Walking a Fine LineGenerating 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.
1 Volatile Stock Worth Your Attention and 2 We Turn DownVolatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains.
This unpredictability can shake out even the most experienced investors.
3 Market-Beating Stocks with Impressive FundamentalsThe best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital,
and those that can maintain this trifecta year in and year out often become the legends of the investing world.
1 Semiconductor Stock to Own for Decades and 2 We Brush OffSemiconductors are the silicon backbone of the digital revolution. Compute-intensive AI workloads are also priming them for the next wave of secular growth,
so it’s no wonder the industry has outperformed the market over the past six months, delivering returns of 77.8% compared to 25.5% for the S&P 500.
3 Cash-Producing Stocks with Warning SignsGenerating 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.
2 Unpopular Stocks That Deserve Some Love and 1 We Brush OffWall Street’s bearish price targets for the stocks in this article signal serious concerns.
Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.
2 Cash-Heavy Stocks to Keep an Eye On and 1 We IgnoreA 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.
3 Profitable Stocks with Questionable FundamentalsEven if a company is profitable, it doesn’t always mean it’s a great investment.
Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
3 Out-of-Favor Stocks That Concern UsThe past year hasn't been kind to the stocks featured in this article.
Each has tumbled to their lowest points in 12 months, leaving investors to decide whether they're witnessing fire sales or falling knives.
1 Cash-Producing Stock on Our Buy List and 2 Facing HeadwindsGenerating 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.
3 Profitable Stocks with Open QuestionsWhile 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".
2 Restaurant Stocks to Target This Week and 1 We Find RiskyRestaurants increase convenience and give many people a place to unwind. But it’s not all sunshine and rainbows as they’re notoriously hard to run thanks to perishable ingredients, labor shortages, or volatile consumer spending.
These factors have weighed on the industry over the past six months as its 5% return has fallen short of the S&P 500’s 25.5% gain.
1 Cash-Producing Stock to Research Further and 2 We IgnoreGenerating 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.
1 Healthcare Stock Worth Investigating and 2 We QuestionHealthcare companies are pushing the status quo by innovating in areas like drug development and digital health. Despite the rosy long-term prospects, short-term headwinds such as COVID inventory destocking have caused the industry to lag recently -
over the past six months, the collective 13.6% gain for healthcare stocks has fallen short of the S&P 500’s 25.5% rise.
3 Services Stocks Walking a Fine LineBusiness services providers thrive by solving complex operational challenges for their clients, allowing them to focus on their secret sauce. These firms have helped their customers unlock huge efficiencies,
so it’s no surprise the industry has posted a 30.2% gain over the past six months, beating the S&P 500 by 4.7 percentage points.
3 Industrials Stocks with Questionable FundamentalsIndustrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. They are also bound to benefit from a friendlier regulatory environment with the Trump administration,
and this excitement has led to a six-month gain of 39.5% for the sector - higher than the S&P 500’s 25.5% return.
3 Cash-Heavy Stocks to Target This WeekIn a world where many businesses have shaky balance sheets, some have ignored the crowd and exercised prudence.
These cash-heavy companies shine bright for their financial discipline, resilience, and ability to generate solid returns.
2 Cash-Heavy Stocks to Target This Week and 1 We Find RiskyA 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.
1 Industrials Stock with Competitive Advantages and 2 We AvoidEven if they go mostly unnoticed, industrial businesses are the backbone of our country. Their momentum is also rising as lower interest rates have incentivized higher capital spending.
As a result, the industry has posted a 39.5% gain over the past six months, beating the S&P 500 by 14 percentage points.
1 Value Stock with Competitive Advantages and 2 Facing ChallengesValue 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.
1 Cash-Producing Stock on Our Watchlist and 2 We Turn DownGenerating 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.
1 Cash-Heavy Stock Worth Your Attention and 2 We QuestionA surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth.
Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.
3 Profitable Stocks We Steer Clear OfWhile 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".
1 Mooning Stock for Long-Term Investors and 2 We QuestionThe stocks featured in this article are seeing some big returns.
Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.
1 Profitable Stock with Exciting Potential and 2 We Turn DownNot 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.
3 Low-Volatility Stocks We’re Skeptical OfA stock with low volatility can be reassuring, but it doesn’t always mean strong long-term performance.
Investors who prioritize stability may miss out on higher-reward opportunities elsewhere.
3 Profitable Stocks We’re Skeptical OfWhile 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".
1 Momentum Stock with Competitive Advantages and 2 We AvoidThe stocks in this article are all trading near their 52-week highs.
This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.
1 Profitable Stock to Research Further and 2 We Find RiskyEven if a company is profitable, it doesn’t always mean it’s a great investment.
Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
2 Cash-Heavy Stocks Worth Investigating and 1 We AvoidCompanies 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.
1 Industrials Stock on Our Watchlist and 2 That UnderwhelmEven if they go mostly unnoticed, industrial businesses are the backbone of our country. But their prominence also brings high exposure to the ups and downs of economic cycles.
Luckily, the tide is turning in their favor as the industry’s 39.5% return over the past six months has topped the S&P 500 by 14 percentage points.
2 Industrials Stocks with Exciting Potential and 1 We Brush OffIndustrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Their momentum is also rising as lower interest rates have incentivized higher capital spending.
As a result, the industry has posted a 39.5% gain over the past six months, beating the S&P 500 by 14 percentage points.
1 Safe-and-Steady Stock Worth Your Attention and 2 We Turn DownLow-volatility stocks may offer stability, but that often comes at the cost of slower growth and the upside potential of more dynamic companies.
1 Cash-Producing Stock for Long-Term Investors and 2 Facing ChallengesA company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
3 Small-Cap Stocks That Concern UsMany 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.
1 Value Stock with Exciting Potential and 2 We Brush OffValue 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.
3 Cash-Producing Stocks We Approach with CautionWhile strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns.
Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
1 High-Flying Stock to Research Further and 2 That UnderwhelmExpensive stocks often command premium valuations because the market thinks their business models are exceptional.
However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.
3 S&P 500 Stocks Walking a Fine LineThe S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability.
But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.
2 Unpopular Stocks That Deserve a Second Chance and 1 That UnderwhelmWall Street has issued downbeat forecasts for the stocks in this article.
These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
3 Cash-Burning Stocks We’re Skeptical OfRapid spending isn’t always a sign of progress.
Some cash-burning businesses fail to convert investments into meaningful competitive advantages, leaving them vulnerable.
3 Mid-Cap Stocks We Keep Off Our RadarMid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations.
However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.
3 Russell 2000 Stocks We Find RiskyThe 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.
2 Growth Stocks to Add to Your Roster and 1 Facing ChallengesGrowth is oxygen.
But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.
3 Growth Stocks with Explosive UpsideGrowth 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.
3 Russell 2000 Stocks That Fall ShortSmall-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.
3 Stocks Under $10 We Approach with Caution Stocks under $10 pique our interest because they have room to grow (as well as the most affordable option contract premiums).
That doesn’t mean they’re bargains though, and we urge investors to be careful as many have risky business models.
3 Reasons ECPG is Risky and 1 Stock to Buy InsteadEncore Capital Group’s 33.1% return over the past six months has outpaced the S&P 500 by 7.6%, and its stock price has climbed to $40.47 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Skyworks Solutions (SWKS): Buy, Sell, or Hold Post Q2 Earnings?Skyworks Solutions trades at $73 and has moved in lockstep with the market. Its shares have returned 30.4% over the last six months while the S&P 500 has gained 25.5%.
3 Reasons We Love Sterling (STRL)What a time it’s been for Sterling. In the past six months alone, the company’s stock price has increased by a massive 157%, reaching $359.80 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.
3 Reasons WNC is Risky and 1 Stock to Buy InsteadOver the past six months, Wabash’s stock price fell to $8.90. Shareholders have lost 12.6% of their capital, which is disappointing considering the S&P 500 has climbed by 25.5%. This may have investors wondering how to approach the situation.
3 Reasons Investors Love F&G Annuities & Life (FG)Over the last six months, F&G Annuities & Life’s shares have sunk to $29.58, producing a disappointing 15% loss - a stark contrast to the S&P 500’s 25.5% gain. This might have investors contemplating their next move.
3 Reasons to Avoid SAIA and 1 Stock to Buy InsteadOver the last six months, Saia’s shares have sunk to $302.50, producing a disappointing 9.6% loss - a stark contrast to the S&P 500’s 25.5% gain. This may have investors wondering how to approach the situation.
3 Reasons We’re Fans of HCI Group (HCI)HCI Group trades at $190.34 and has moved in lockstep with the market. Its shares have returned 30.3% over the last six months while the S&P 500 has gained 25.5%.
3 Reasons to Sell HI and 1 Stock to Buy InsteadWhat a fantastic six months it’s been for Hillenbrand. Shares of the company have skyrocketed 52.1%, hitting $31.31. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.
2 Reasons to Like TTWO (and 1 Not So Much)Take-Two trades at $257.07 per share and has stayed right on track with the overall market, gaining 20.8% over the last six months. At the same time, the S&P 500 has returned 25.5%.
