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?
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".
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.
A company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
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.
Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital.
The select few that can do all three for many years are often the ones that make you life-changing money.
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.
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.
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.
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.
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.
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.
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.
The F-150 Lightning line may be shut down for good. That’s a bit of an exaggeration, but not much. In October, Ford sold just 1,500 Lightnings, the fewest of any model.
Rapid spending isn’t always a sign of progress.
Some cash-burning businesses fail to convert investments into meaningful competitive advantages, leaving them vulnerable.
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.
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.
Stocks in the $10-50 range offer a sweet spot between affordability and stability as they’re typically more established than penny stocks.
But their headline prices don’t guarantee quality, and investors should exercise caution as some have shaky business models.
