Recent Articles from StockStory

Snack food company J&J Snack Foods (NASDAQ:JJSF) met Wall Streets revenue expectations in Q3 CY2025, but sales fell by 3.9% year on year to $410.2 million. Its GAAP profit of $0.58 per share was 55% below analysts’ consensus estimates.

Identification solutions manufacturer Brady (NYSE:BRC) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 7.5% year on year to $405.3 million. Its non-GAAP profit of $1.21 per share was 1.7% above analysts’ consensus estimates.

ON24’s third quarter results were well received by the market, as the company exceeded Wall Street’s revenue and non-GAAP profit expectations. Management credited the outperformance to rising adoption of its AI-enabled products and a growing share of customers using multiple ON24 offerings. CEO Sharat Sharan highlighted that nearly one in five customers now pay for AI solutions, and the company saw a record high in average annual recurring revenue (ARR) per customer. While ON24 experienced softness in new growth bookings—particularly in the life sciences vertical—deal slippage was partially offset by strong customer win-backs and deeper product utilization across its enterprise base.

PubMatic’s third quarter results were met favorably by the market, as management attributed outperformance to rapid expansion in connected TV (CTV), the adoption of advanced artificial intelligence (AI) solutions, and the ongoing shift toward high-growth, diversified revenue streams. CEO Rajeev Goel highlighted that CTV revenue, excluding political advertising, grew over 50% year over year, driven by premium supply growth, new agency marketplaces, and increased participation from small and mid-market advertisers. The company’s efforts to leverage AI for yield optimization and operational efficiency were credited with supporting both top-line resilience and margin stabilization, despite broader declines in display advertising and pressure from a major demand-side platform (DSP).

monday.com's third quarter saw revenue and non-GAAP profitability surpass Wall Street expectations, but the market reacted negatively—shares dropped sharply following the results. Management attributed quarterly momentum to strong expansion among larger enterprise customers and accelerating adoption of new AI-powered products. However, CEO Roy Mann acknowledged that the transition toward targeting bigger accounts brought longer sales cycles and timing effects, which affected the magnitude of upside versus prior quarters. Co-CEO Eran Zinman highlighted that new product launches—particularly those leveraging AI—were well received by customers, while CFO Eliran Glazer pointed to improved operational efficiency and stable net revenue retention as supporting factors.

American Express Global Business Travel’s third quarter was marked by strong top-line growth but significant margin pressure, with the market reacting negatively to the results. Management attributed the revenue acceleration to the recent acquisition of CWT and ongoing momentum in the core business, citing higher transaction volumes, increased average ticket prices, and robust customer retention. CEO Paul Abbott highlighted the importance of the CWT deal, describing it as an “important milestone for growth and value creation,” while also noting the integration’s immediate impact on both revenue and operating expenses. Despite the revenue gains, adjusted operating margins declined notably year-over-year, as incremental costs from CWT and ongoing investments weighed on profitability.

Quest Resource’s third quarter was defined by meaningful sequential improvements, with management crediting internal operational changes and cost reductions for the company’s progress despite a difficult operating backdrop. CEO Perry Moss described the period as one of “strong sequential improvement in our financial performance,” underpinned by a revamped sales approach and disciplined cost management. The year-over-year revenue decline was primarily attributed to the divestiture of lower-margin mall-related business and continued softness in industrial customer volumes.

Organon's third quarter was marked by better-than-expected top-line and bottom-line results, which were well received by the market. Management attributed the quarter’s outperformance to strong execution in its biosimilars franchise, particularly Hadlima, and effective cost controls. However, headwinds persisted in the U.S. Women's Health segment, especially for Nexplanon, which faced policy-driven declines. Interim CEO Joseph Morrissey emphasized, "Our diverse product portfolio and footprint help us to generate meaningful revenue and deliver real value to patients and communities around the world."

Health Catalyst’s third quarter results were met with a positive market reaction as the company delivered revenue above Wall Street expectations despite flat year-over-year performance. Management attributed the quarter’s outcome to solid execution in the Technology segment, which saw continued demand for its applications, and progress in improving gross margins through cost controls and operational changes. CEO Dan Burton highlighted that new client additions and successful client case studies, such as Temple University Health System’s $7.5 million in savings, underscored the real-world impact of its solutions. Management also noted ongoing efforts to optimize the business through restructuring less profitable service contracts and a disciplined approach to capital allocation.

Commercial Vehicle Group’s third quarter results reflected continued softness in key end markets, notably North American Class 8 trucks, which management said led to lower sales across its Global Seating and Trim Systems. CEO James Ray cited “very challenging market environment” as the company’s operational efficiency improvements partially offset volume weakness. Ray specifically highlighted that “the continued improvement in profitability was again driven by the operational efficiency improvement initiatives,” even as the company navigated declining revenues and persistent macroeconomic uncertainty.

Enviri’s third quarter results saw a positive market reaction, despite a flat topline and a notable miss on adjusted profitability metrics. Management attributed the quarter’s mixed performance to continued strength in the Clean Earth business, which delivered margin expansion and healthy volume growth in hazardous waste, while Harsco Environmental and Rail segments faced operating headwinds. CEO F. Nicholas Grasberger highlighted that Clean Earth’s execution remains high, even amid distractions stemming from the ongoing strategic review and potential divestiture, and cited “healthy volume growth as a result” of new commercial strategies. The company also pointed to ongoing challenges in Rail due to subdued demand and project timing, which weighed on overall results.

Lincoln Educational delivered third quarter results that exceeded Wall Street expectations, prompting a significant positive reaction from the market. Management credited the outperformance to higher student enrollment, robust demand for skilled trade programs, and operational efficiencies achieved through its hybrid teaching platform. CEO Scott Shaw pointed to growth from new and expanded campuses, such as East Point, Nashville, Levittown, and Houston, as critical contributors. He stated, “Our growth has accelerated due to the nation’s increased interest in skilled trade careers and through our successful development of greenfield campuses and the expansion of successful programs to existing campuses.”

Perma-Fix’s third quarter results were well received by the market, with management attributing the positive outcome to strong revenue growth in the Treatment segment and operational improvements across facilities. CEO Mark Duff highlighted that higher waste volumes and a shift to more favorable project mix contributed to gross margin expansion, supported by automation and plant optimization initiatives. The company also benefited from increased throughput at its plants, as well as steady international waste shipments, which together helped more than double gross profit compared to the prior year. Duff noted, “These results demonstrate consistent progress in margin expansion, backlog growth and positioning Perma-Fix for long-term sustainable growth.”

EVgo’s third quarter results reflected strong network expansion and operational discipline, with management highlighting improved stall deployment and steady revenue growth across all business categories. CEO Badar Khan credited the company’s consistent outperformance in revenue compared to electric vehicle adoption rates to targeted site selection and higher network utilization. Khan noted, “We continue to see improvement in adjusted EBITDA and are in a very strong liquidity position.” Furthermore, enhanced network effects from a growing customer base and continued progress in cost efficiencies contributed to the quarter’s performance.

Rocket Lab's third quarter results drew a significant positive market response, with management attributing the outperformance to strong momentum across both its launch services and space systems segments. CEO Peter Beck emphasized record Electron launch bookings, including a surge in international contracts, and highlighted the space systems group’s successful delivery of key missions and manufacturing contracts. CFO Adam Spice pointed out that sequential revenue growth was primarily led by satellite manufacturing, which provided diversification amid variable launch activity.

Red Robin’s third quarter results reflected both ongoing challenges and early progress from its new "First Choice" plan. Management credited sequential improvements in guest traffic to the Big Yummm burger promotion, enhanced off-premise sales, and operational efficiencies, particularly in labor. CEO David Pace cited a “90 basis point improvement year-over-year in restaurant level operating profit,” attributing these gains to process changes and technology adoption that maintained guest satisfaction while improving efficiency. Despite a year-over-year sales decline, cost management and targeted promotions supported profitability.

Tyson Foods’ third quarter results drew a positive market reaction, reflecting investor optimism despite sales missing Wall Street estimates. Management attributed the quarter’s performance to operational improvements and momentum in its Chicken and Prepared Foods businesses, alongside disciplined cost management. CEO Donnie King highlighted that the Chicken segment benefitted from “higher volumes, better operational execution and lower feed costs,” while Prepared Foods captured market share through innovation and targeted marketing. The company acknowledged ongoing challenges in the Beef segment due to tight cattle supplies and higher input costs, but emphasized its diversified protein portfolio and focus on efficiency as key to navigating these headwinds.

Dole’s third quarter was met with a positive market reaction, as the company exceeded Wall Street’s revenue expectations despite ongoing cost challenges in its Fresh Fruit segment. Management credited robust performance from its diversified produce operations in Europe and the Americas, as well as the successful launch of new products like the Colada Royale pineapple. CEO Rory Byrne highlighted the benefits of operational investments, especially in European logistics and distribution, noting, “Our diversified fresh produce segments have delivered excellent results, offsetting the anticipated short-term headwinds in our Fresh Foods segment.”

iHeartMedia's third quarter results were marked by a mixed performance, as revenue modestly exceeded analyst expectations but profitability fell short, leading to a significant decline in the company’s share price. Management attributed the quarter’s results to continued strength in the Digital Audio Group, particularly podcasting and non-podcast digital sales, offset by declines in the Multiplatform Group, which includes broadcast radio and events. CEO Robert Pittman described the company’s challenge as one of monetization rather than audience, emphasizing, “We have more broadcast radio listeners today than we had ten years ago and even twenty years ago. Our challenge is one of monetization.”

Getty Images’ third quarter results aligned with Wall Street’s revenue expectations, with management attributing performance to ongoing strength in its subscription business and a recovery in Creative segment revenue following a year dominated by major editorial events. CEO Craig Peters noted that “Creative was aided by normalization of premium access revenue allocations,” as consumption returned to pre-event patterns post-Olympics. CFO Jennifer Leyden highlighted persistent agency declines and continued softness in the broadcast and production subsegments, which have yet to rebound following industry-wide strikes.

Bark’s third quarter saw a significant negative reaction from the market, driven by ongoing revenue declines and weaker-than-expected profitability. Management cited continued progress in diversifying revenue streams, particularly through growth in the Commerce segment and the BARK Air business. CEO Matt Meeker highlighted that the company’s strategy of shifting marketing spend to more efficient channels and focusing on higher-value subscribers contributed to improved customer acquisition costs and retention. Despite these operational improvements, external pressures such as tariffs and changes at the U.S. Postal Service weighed on gross margins, prompting Bark to maintain a cautious stance on near-term growth.

Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

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 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.

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

Even 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.

The 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.

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 that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.

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.

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.

The stocks featured in this article have all approached their 52-week highs. When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds.

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.

Volatility 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.

Wall 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.

A 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.

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

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.

Wall 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.

While 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.

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.

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.

A 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.

The 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.

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’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.

The 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.

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.

Even 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.

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.

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.

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.

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.

Each stock in this article is trading near its 52-week high. These elevated prices usually indicate some degree of investor confidence, business improvements, or favorable market conditions.

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

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.

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.

Consumer staples are considered safe havens in turbulent markets due to their inelastic demand profiles. The flip side is that they frequently fall behind growth industries when times are good, and this perception became a reality over the past six months as the sector was down 10.3% while the S&P 500 was up 13%.

Mid-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.

Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets.

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.

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.

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.

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.

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.

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.

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.

Stocks trading in the $1-10 range are generally smaller players with less risk than their penny stock counterparts. But that doesn’t mean the underlying businesses are cheap, and we advise caution as many have questionable fundamentals.

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.

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.

The performance of consumer discretionary businesses is closely linked to economic cycles. Lately, it seems like demand trends have worked in their favor as the industry has returned 11.6% over the past six months, similar to the S&P 500.

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.

Shareholders of Paychex would probably like to forget the past six months even happened. The stock dropped 28.9% and now trades at $112.51. This was partly due to its softer quarterly results and might have investors contemplating their next move.