Credit card giant American Express has continued to outperform the broader market over the past year, and analysts remain bullish on the stock’s prospects.
Fintech major Global Payments has significantly underperformed the broader market over the past year, yet analysts remain optimistic about the stock’s longer-term prospects.
Senior housing giant Ventas has significantly outpaced the broader market over the past year, and analysts remain strongly bullish on the stock’s prospects.
In this video, Ira Epstein discusses a tumultuous trading day on November 6th, 2025, highlighting significant job cuts in the tech and warehousing sectors as reported by Challenger Gray.
Colgate-Palmolive’s third quarter results reflected a stable but challenging consumer environment, as the company delivered sales in line with Wall Street expectations and non-GAAP profit that modestly exceeded consensus. CEO Noel Wallace cited persistent headwinds including consumer uncertainty, cost inflation, and heightened promotional activity as pressures on sales and profit growth. Management attributed the flat organic sales and declining volumes primarily to ongoing sluggishness in North America and category softness in developed markets, while highlighting sequential improvement in performance outside of skin health. Wallace noted, “We are operating with determination and focus,” pointing to broad-based market share stability and continued investment in advertising and innovation as critical to navigating the current landscape.
RBC Bearings delivered results ahead of Wall Street expectations in Q3, with the market responding positively to robust revenue growth and non-GAAP earnings. Management attributed this performance primarily to continued strength in the Aerospace and Defense segment, which saw significant order momentum, while the industrial business remained steady. CEO Mike Hartnett highlighted that strong customer demand, particularly from submarine and aircraft engine programs, pushed the company’s backlog to new highs. The company’s ability to secure multiyear contracts and maintain production discipline were key contributors to the quarter’s outperformance.
Despite exceeding Wall Street’s revenue and non-GAAP profit expectations in Q3, Piper Sandler’s results were met with a negative market reaction. Management attributed the quarter’s strong financial performance to increased activity in equity capital markets, especially within health care and financial services. CEO Chad Abraham emphasized, “We have now achieved 8 consecutive quarters of year-over-year growth, underscoring our consistent execution and sustained momentum.” However, leadership acknowledged that the outperformance was partly due to unusually high activity levels in corporate financing, cautioning that some of this momentum might not persist into the next quarter.
Interface’s third quarter results reflected continued execution of its One Interface strategy, with management citing strong health care segment momentum and broad-based regional growth as primary drivers. CEO Laurel Hurd emphasized, “Our combined selling teams drove growth across key market segments,” highlighting 29% global health care billings growth and manufacturing productivity improvements. The company also reported benefits from product mix, automation, and a steady pace of orders, indicating resilience amid a challenging macro environment.
T. Rowe Price’s third quarter reflected moderate growth, with results surpassing Wall Street’s expectations for both revenue and adjusted earnings. Management attributed the company’s performance to a combination of solid investment returns across equity and fixed income, as well as progress in its exchange-traded fund (ETF) business and alternative investment strategies. CEO Rob Sharps pointed to an improvement in one-year fund performance and highlighted positive momentum in the firm’s retirement-focused products, noting, “We’re encouraged by this improvement and the momentum we are building.”
Proto Labs’ third quarter results were marked by a negative market reaction, despite exceeding Wall Street’s revenue and earnings expectations. Management attributed the company’s performance to robust demand for U.S. CNC machining and sheet metal services, particularly in aerospace, defense, robotics, and semiconductors. CEO Suresh Krishna highlighted improved execution in the U.S. go-to-market teams and noted, “Our record revenue was led by increased demand in our U.S. CNC machining and sheet metal offerings, supported by strength across several key end markets.” Persistent weakness in European manufacturing and reduced prototyping demand in injection molding tempered overall momentum.
Carlyle’s third quarter results drew a negative market reaction as the firm missed Wall Street’s revenue and profit expectations, driven by a 12.6% year-over-year decline in sales and weaker performance in private equity realizations. Management attributed the underperformance primarily to a quieter quarter for private equity exits and volatile public markets, while highlighting ongoing strength in credit and secondary solutions. CEO Harvey Schwartz acknowledged, “It’s just part of the private equity business. It’s hard to control when deals close, and it is what it is,” emphasizing the multi-quarter nature of deal activity and the focus on long-term trends over short-term results.
Industrial machinery company Parker-Hannifin (NYSE:PH) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 3.7% year on year to $5.08 billion. Its non-GAAP profit of $7.22 per share was 9% above analysts’ consensus estimates.
Commercial lighting and retail display solutions provider LSI (NASDAQ:LYTS) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 13.9% year on year to $157.2 million. Its non-GAAP profit of $0.31 per share was 10.7% above analysts’ consensus estimates.
Church & Dwight delivered a notably positive third quarter, with management attributing performance to broad-based share gains across both value and premium products. CEO Richard Dierker emphasized the success of ARM & HAMMER in value laundry, as well as strong growth from personal care brands like THERABREATH and HERO. The recent acquisition of TOUCHLAND, which exceeded early expectations in the hand sanitizer category, also contributed to the company’s outperformance. Dierker noted, "Our innovation is performing well and all in all, our brands are made for environments like this," highlighting the company’s ability to navigate a challenging consumer landscape with a balanced portfolio.
Agricultural and farm machinery company Titan (NSYE:TWI) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 4.1% year on year to $466.5 million. On the other hand, next quarter’s revenue guidance of $397.5 million was less impressive, coming in 5.5% below analysts’ estimates. Its GAAP loss of $0.04 per share was $0.01 below analysts’ consensus estimates.
Charter's third quarter results met Wall Street's expectations on revenue but fell short on non-GAAP profit, with adjusted EPS coming in below consensus. The company attributed its performance to ongoing competition in the broadband market, subdued activity in new customer acquisitions, and a challenging advertising environment. CEO Christopher Winfrey described the operating conditions as "competitive with new competitors and the macro environment that hasn't gotten better," noting that low move rates and growing fiber and mobile overlap constrained subscriber growth. Management also highlighted improvements in video customer retention, driven by product enhancements and bundling initiatives.
AbbVie’s third quarter results were marked by strong year-on-year revenue growth, driven primarily by continued momentum in its immunology and neuroscience portfolios. Management pointed to sales growth from Skyrizi and Rinvoq, as well as double-digit expansion in neuroscience products, as key contributors to the performance. However, despite surpassing Wall Street revenue and profit estimates, the market reacted negatively, reflecting heightened concern over a sharp drop in operating margin and the persistence of headwinds in the aesthetics segment. CEO Rob Michael acknowledged challenging economic conditions affecting discretionary spending and emphasized the company’s execution in core therapeutic areas.
Arbor Realty Trust’s third quarter results were met with a significant negative market reaction, as the company missed Wall Street’s revenue expectations by a wide margin. Management attributed the underperformance primarily to ongoing efforts in resolving legacy, nonperforming assets, which led to increased delinquencies and a temporary reduction in net interest income. CEO Ivan Kaufman described the period as a “bottom of the cycle,” noting that aggressive action to resolve troubled loans, including moving assets to real estate owned (REO) status and pursuing modifications, created short-term earnings volatility. The quarter’s performance also reflected gains from select asset sales but was weighed down by elevated defaults and restructuring costs.
Semiconductor quality control company Nova (NASDAQ:NVMI) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 25.5% year on year to $224.6 million. Guidance for next quarter’s revenue was optimistic at $220 million at the midpoint, 2.4% above analysts’ estimates. Its non-GAAP profit of $2.16 per share was in line with analysts’ consensus estimates.
Construction and construction materials company Granite Construction (NYSE:GVA) missed Wall Street’s revenue expectations in Q3 CY2025, but sales rose 12.4% year on year to $1.43 billion. The company’s full-year revenue guidance of $4.4 billion at the midpoint came in 1% below analysts’ estimates. Its non-GAAP profit of $2.70 per share was 7.9% above analysts’ consensus estimates.
OneMain’s third quarter results were met with a significant positive market reaction, as revenue and adjusted earnings per share exceeded Wall Street expectations. Management attributed this performance to strong originations growth, disciplined underwriting, and ongoing improvements in credit quality. CEO Douglas Shulman emphasized the contribution of product innovation and expanded data analytics, highlighting a 5% year-over-year increase in originations and a 6% rise in receivables. Shulman stated, “Our customers are holding up well. Delinquencies are in line with expectations, losses continue to come down, and we really like the credit profile of the customers we are booking today.”
W.W. Grainger’s third quarter results were shaped by persistent inflationary pressures, tariff-related inventory cost headwinds, and continued focus on operational execution. Management highlighted that customer demand for maintenance and repair solutions remained steady, particularly among contractor and healthcare segments, while manufacturing customers showed signs of improvement. CEO Donald Macpherson emphasized the company’s ability to support customers’ operational efficiency, noting, “the value of the fundamentals of having inventory where and when they need it.” Despite headwinds from tariffs and LIFO accounting impacts, Grainger credited productivity initiatives and targeted price actions for supporting margins during the period.
AGCO’s third quarter was met with a negative market reaction, as the company missed Wall Street’s revenue expectations and reported a 4.7% year-over-year sales decline. Management cited persistent industry headwinds, including elevated grain inventories and pressure on commodity prices, as key factors behind the softer demand, particularly for large agricultural equipment in North America. CEO Eric Hansotia was clear about the challenges, noting that “farmers around the globe remain cautious on capital spend,” and that the company’s ongoing dealer inventory reduction efforts resulted in significant production cuts, especially in North America.
Behavioral health company LifeStance Health (NASDAQ:LFST) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 16.3% year on year to $363.8 million. The company expects next quarter’s revenue to be around $378 million, close to analysts’ estimates. Its GAAP profit of $0 per share was $0.01 above analysts’ consensus estimates.
Doughnut chain Krispy Kreme (NASDAQ:DNUT) missed Wall Street’s revenue expectations in Q3 CY2025, with sales falling 1.2% year on year to $375.3 million. Its non-GAAP profit of $0.01 per share was significantly above analysts’ consensus estimates.
Cloud monitoring platform Datadog (NASDAQ:DDOG) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 28.4% year on year to $885.7 million. On top of that, next quarter’s revenue guidance ($914 million at the midpoint) was surprisingly good and 3.2% above what analysts were expecting. Its non-GAAP profit of $0.55 per share was 20.4% above analysts’ consensus estimates.
Insurance and technology company HCI Group (NYSE:HCI) missed Wall Street’s revenue expectations in Q3 CY2025, but sales rose 23.4% year on year to $216.4 million. Its GAAP profit of $4.90 per share was significantly above analysts’ consensus estimates.
Healthcare tech company Privia Health Group (NASDAQ:PRVA) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 32.5% year on year to $580.4 million. The company’s full-year revenue guidance of $2.08 billion at the midpoint came in 3.6% above analysts’ estimates. Its non-GAAP profit of $0.29 per share was 33.7% above analysts’ consensus estimates.
OLED provider Universal Display (NASDAQ:OLED) missed Wall Street’s revenue expectations in Q3 CY2025, with sales falling 13.6% year on year to $139.6 million. On the other hand, the company’s outlook for the full year was close to analysts’ estimates with revenue guided to $675 million at the midpoint. Its GAAP profit of $0.92 per share was 21.3% below analysts’ consensus estimates.
Water management company Advanced Drainage Systems (NYSE:WMS) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 8.7% year on year to $850.4 million. The company expects the full year’s revenue to be around $2.95 billion, close to analysts’ estimates. Its non-GAAP profit of $1.97 per share was 19.8% above analysts’ consensus estimates.
WisdomTree’s third quarter results were driven by broad-based asset growth and meaningful net inflows across its global product suite. Management highlighted record assets under management (AUM) of $137.2 billion, with net inflows of $2.2 billion supported by strong demand for European gold and cryptocurrency products. CEO Jonathan Steinberg credited the diversification of asset classes, geographies, and client types as a foundation for the firm’s organic growth, stating, “Our scale, stability and growth initiatives have positioned WisdomTree to thrive in the years ahead.”
Low-code automation software company Appian (NASDAQ:APPN) announced better-than-expected revenue in Q3 CY2025, with sales up 21.4% year on year to $187 million. Guidance for next quarter’s revenue was better than expected at $189 million at the midpoint, 0.9% above analysts’ estimates. Its non-GAAP profit of $0.32 per share was significantly above analysts’ consensus estimates.
Restaurant company Bloomin’ Brands (NASDAQ:BLMN) beat Wall Street’s revenue expectations in Q3 CY2025, but sales fell by 10.6% year on year to $928.8 million. Its non-GAAP loss of $0.03 per share was 76% above analysts’ consensus estimates.
Pop culture collectibles manufacturer Funko (NASDAQ:FNKO) missed Wall Street’s revenue expectations in Q3 CY2025, with sales falling 14.3% year on year to $250.9 million. Its non-GAAP profit of $0.06 per share was significantly above analysts’ consensus estimates.
Medical technology company Becton, Dickinson and Company (NYSE:BDX) met Wall Streets revenue expectations in Q3 CY2025, with sales up 8.3% year on year to $5.89 billion. Its non-GAAP profit of $3.96 per share was 1.2% above analysts’ consensus estimates.
Radiopharmaceutical company Lantheus Holdings (NASDAQ:LNTH) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 1.4% year on year to $384 million. The company’s full-year revenue guidance of $1.5 billion at the midpoint came in 1.1% above analysts’ estimates. Its non-GAAP profit of $1.27 per share was in line with analysts’ consensus estimates.
Biotechnology company Moderna (NASDAQ:MRNA) reported revenue ahead of Wall Streets expectations in Q3 CY2025, but sales fell by 45.4% year on year to $1.02 billion. On the other hand, the company’s full-year revenue guidance of $1.8 billion at the midpoint came in 4.4% below analysts’ estimates. Its GAAP loss of $0.51 per share was 78.6% above analysts’ consensus estimates.
Commercial asset marketplace RB Global (NYSE:RBA) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 11.3% year on year to $1.09 billion. Its non-GAAP profit of $0.93 per share was 17.3% above analysts’ consensus estimates.
Block Inc. (NYSE:SQ) CEO Jack Dorsey said Thursday that the company has high expectations for the upcoming launch of Bitcoin (CRYPTO: BTC) payments on its Square point-of-sale system.
Rock-bottom prices don't always mean rock-bottom businesses.
The stocks we're examining today have all touched their 52-week lows, creating a classic investor's dilemma: bargain opportunity or value trap?
