Recent Articles from StockStory

Chegg’s fourth quarter was met with a significant negative market reaction, as investors focused on the sharp year-over-year revenue decline and the company’s ongoing restructuring. Management attributed the performance to continued headwinds in its legacy academic business, including traffic losses from changes in search engine interfaces. CEO Daniel Rosensweig emphasized that, despite these challenges, the company saw "high retention rates" in its core Chegg Study service, while the new Skilling business delivered early revenue traction. Efforts to streamline operations and reduce costs were highlighted as necessary steps to preserve cash flow and fund future growth initiatives.

Butterfield Bank’s fourth-quarter results were well received by the market, with outperformance attributed to robust fee income and disciplined cost control. Management credited higher banking fees, seasonal card volume incentives, and ongoing growth in trust and asset management as key contributors to noninterest income. CFO Michael Schrum noted, “FX has been a real source of strength this quarter and throughout 2025,” highlighting increased foreign exchange revenues and improved asset valuations. Additionally, the successful integration of the Credit Suisse trust business supported client volume and fee growth.

Corebridge Financial’s fourth quarter results surpassed Wall Street’s revenue and non-GAAP earnings expectations, with management highlighting strong sales in both institutional markets and retirement solutions. CEO Marc Costantini attributed growth to a diversified product lineup and robust distribution relationships, noting the rapid adoption of new products like Market Lock and a top-ten standing across all major annuity types. Costantini emphasized, “Our breadth of product and service offerings helps provide more stability to our financial results, allowing us to allocate capital to where returns are the most attractive and demand is the strongest.” Fee income gains and increased assets under management further supported results, while disciplined balance sheet management and a significant variable annuity reinsurance transaction reduced legacy liabilities and enhanced financial flexibility.

Dynatrace’s fourth-quarter results were met with a positive market response, as the company outpaced Wall Street’s expectations on both revenue and adjusted earnings. Management attributed this performance to ongoing adoption of its AI-powered observability platform and growing customer interest in consolidating disparate monitoring tools into a unified system. CEO Rick McConnell highlighted the role of new customer wins and deeper product engagement, stating that the company’s platform is becoming “foundational to resilient software and dependable AI environments.” Notable momentum was seen in large enterprise deals and the rapid growth of Dynatrace’s log management solution, which surpassed key usage milestones during the period.

Upwork’s fourth quarter results were met with a significant negative market reaction, as investors focused on challenges highlighted by management. CEO Hayden Brown attributed the quarter’s performance to ongoing investments in AI-powered marketplace features, the rapid growth of the Business Plus offering for small and midsize businesses, and early wins in the enterprise segment. CFO Erica Gessert noted that while the company achieved record adjusted EBITDA margins and improvements in client retention, softness persisted in lower-value contract categories, and automation continued to pressure segments like writing and translation.

Amkor’s fourth quarter results were met with a positive market reaction, as the company outpaced Wall Street’s expectations for both revenue and profit. Management attributed the outperformance to robust demand in advanced packaging and data center computing, as well as a surge in communications, particularly from iOS devices. CEO Kevin Engel, in his first call as chief executive, highlighted that "all end markets exceeded expectations, with the largest upside coming from communications, driven primarily by strong iOS demand." Operational improvements, notably in Vietnam’s facility and the ramp-up of advanced packaging programs, also contributed to margin expansion and strong execution in a dynamic industry environment.

AECOM’s fourth quarter results reflected resilience in a challenging environment, as the company achieved a higher-than-expected profit margin and exceeded Wall Street’s revenue estimates despite a year-over-year sales decline. Management attributed performance to robust backlog growth, effective execution in its Americas segment, and strong demand for specialized services. CEO Troy Rudd highlighted the company’s ability to maintain segment operating margins and secure large-scale wins, such as the Brisbane 2032 Olympic Games partnership, even amid disruptions like the U.S. federal government shutdown.

monday.com’s fourth quarter results in 2025 were met with a significant negative market reaction, with investors responding to a mix of strong top-line growth and concerns about profitability and future momentum. Management attributed the revenue gains primarily to continued expansion among enterprise customers and rapid adoption of new AI-driven products like Monday Vibe and Sidekick. However, operating margins declined as the company increased investment in research and development and navigated persistent challenges among smaller, self-serve customers. Co-CEO Roy Mann acknowledged that "the cost to acquire and expand self-serve customers have increased over the past year, and the returns on those investments have been below historical levels."

Simpson’s fourth quarter results were well received by the market, as revenue and non-GAAP profit exceeded Wall Street’s expectations. Management attributed the outperformance to the company’s strategic pricing actions, ongoing cost savings initiatives, and resilience in product delivery despite a challenging environment for North American housing starts. CEO Michael L. Olosky noted, “We continue to win business in soft markets demonstrating the resilience of our portfolio and the value we deliver to our customers.” Simpson saw pockets of strength in its OEM and component manufacturing businesses, while retail and residential segments faced headwinds driven by regional housing mix.

Hain Celestial’s fourth quarter was marked by a significant negative reaction from the market, as investors responded to both ongoing sales declines and a shift in company strategy. Management highlighted that the divestiture of its North American snacks business is central to its turnaround efforts, citing operational discipline and cost efficiency gains as critical responses to near-term volume and margin pressure. CEO Alison Lewis acknowledged ongoing headwinds, noting, “Our second quarter results reflect both the meaningful progress we are driving and the near-term pressure we continue to navigate, particularly from volume-driven deleverage in select parts of the portfolio.”

onsemi’s fourth quarter was marked by an 11.2% year-over-year revenue decline, reflecting ongoing market headwinds and a cautious market reaction. Management pointed to continued softness in traditional segments but highlighted stabilization in automotive and the first signs of recovery in industrial. CEO Hassane El-Khoury noted, “Automotive inventory digestion is largely behind us, AI data center is increasingly becoming a meaningful growth engine for the company, and we believe we have seen the bottom for industrial.” Investments in advanced technologies, particularly in the AI data center and automotive content, were key areas of focus during the quarter.

ZoomInfo’s fourth quarter was marked by a clear upmarket shift and ongoing AI-driven product expansion, but the market reacted negatively to the results. Management highlighted that growth was primarily fueled by larger enterprise customers and increasing adoption of its Copilot platform, with CEO Henry Schuck noting, “Upmarket again grew 6% in our seasonally largest upmarket quarter.” However, management acknowledged persistent challenges in the downmarket segment and lingering headwinds from changes in AI and search engine optimization (SEO) that weighed on customer acquisition and renewal rates.

Goodyear's fourth quarter saw a negative market reaction as results revealed ongoing margin pressures and flat sales despite exceeding revenue expectations. Management pointed to persistent challenges in the U.S. consumer replacement and commercial truck segments, citing weaker industry demand and high channel inventories. CEO Mark Stewart described the market as “very challenging,” noting that promotional activity and consumer reluctance to replace tires weighed on volumes. The company emphasized a disciplined approach to pricing and product mix, prioritizing higher-margin segments over volume growth.

Amentum’s fourth quarter was marked by a significant revenue decline, missing Wall Street’s expectations due to the impacts of a prolonged U.S. government shutdown and contract transitions. Management acknowledged that these factors, alongside divestitures, led to a challenging revenue environment. CEO John Heller described the quarter as a period where “the longest government shutdown in history impacted performance,” but noted that teams remained focused on delivering for customers. The company’s robust margin performance was attributed to prioritizing higher-margin contracts and disciplined cost control. Despite these operational positives, the market responded negatively to the revenue shortfall and the company’s outlook for modest growth.

Edgewell Personal Care’s fourth quarter was marked by a negative market response, as the company missed Wall Street’s revenue expectations and experienced a notable year-over-year sales decline. Management attributed the shortfall primarily to anticipated softness in international markets and shifting shipment patterns in Sun Care, while North America saw some early seasonal order activity. CEO Rod Little emphasized the impact of recently completed portfolio changes, stating, “This transaction is a pivotal step...to sharpen our focus on the categories where we have clear competitive advantages.”

Medpace’s fourth quarter was marked by robust top-line growth and a significant year-over-year increase in revenue, but the market responded negatively, likely due to rising cancellations and margin pressure. CEO August Troendle acknowledged that “cancellations were elevated again in Q4,” with the highest backlog cancellations in over a year, particularly impacting the metabolic therapeutic area. This uptick in cancellations and a shift in business mix put downward pressure on operating margin, which declined compared to the prior year. Management described the business environment as “adequate and headed in the right direction,” but did not anticipate the spike in cancellations.

Becton, Dickinson and Company’s fourth quarter results were shaped by ongoing portfolio transformation, targeted investments in growth platforms, and the headwind of international tariffs. Management credited strong performance in biologic drug delivery, advanced tissue regeneration, and pharmacy automation, with CEO Thomas E. Polen highlighting "broad-based growth across the markets where we have been doubling down on investments." However, persistent challenges in China and vaccine-related pressures tempered overall top-line momentum, while productivity initiatives and operational discipline supported margin improvement.

Kyndryl’s fourth quarter results were met with a significant negative market reaction, reflecting disappointment as both revenue and non-GAAP profit fell short of Wall Street’s expectations. Management attributed the underperformance to lengthening sales cycles and evolving customer requirements, particularly around artificial intelligence (AI) and data sovereignty. CEO Martin Schroeter described the quarter as one of operational progress but also acknowledged that investments in the company’s consulting business took longer than anticipated to translate into revenue, noting, “the world is getting more complex. AI is making customers rethink how their infrastructure should run.”

Sally Beauty’s fourth quarter results were met with a positive market response, as the company delivered flat year-on-year sales but exceeded Wall Street’s profit expectations. Management attributed the performance to disciplined cost control, strong gross margins, and continued gains from its Fuel for Growth program. CEO Denise Paulonis emphasized the resilience of the core Sally customer, especially in the color category, which saw notable year-over-year growth. The company also benefited from robust e-commerce momentum, with digital sales up 20% in the Sally segment, and highlighted the positive impact of targeted marketing campaigns and new product launches such as fragrance. Management acknowledged some challenges from macro volatility, including the government shutdown, but maintained that their strategic initiatives kept performance on track.

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.

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.

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.

Companies that burn cash at a rapid pace can run into serious trouble if they fail to secure funding. Without a clear path to profitability, these businesses risk dilution, mounting debt, or even bankruptcy.

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.

Low-volatility stocks may offer stability, but that often comes at the cost of slower growth and the upside potential of more dynamic companies.

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.

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.

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.

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.

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.

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.

Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.

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.

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".

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

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.

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

Low-volatility stocks may offer stability, but that often comes at the cost of slower growth and the upside potential of more dynamic companies.

Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.

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.

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.

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.

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.

Value investing has produced some of the world’s most famous investing billionaires, including Warren Buffett, David Einhorn, and Seth Klarman, who built their fortunes 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 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.

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 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.

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.

The 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.

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 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.

Unprofitable companies face headwinds as they struggle to keep operating expenses under control. Some may be investing heavily, but the majority fail to convert spending into sustainable growth.

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.

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

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 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.

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.

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.

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.

Value investing has produced some of the world’s most famous investing billionaires, including Warren Buffett, David Einhorn, and Seth Klarman, who built their fortunes 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.

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.

Running at a loss can be a red flag. Many of these businesses face mounting challenges as competition increases and funding becomes harder to secure.

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.

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.

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.

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.

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.

Companies with more cash than debt often have stronger financial flexibility, making them attractive in uncertain markets. Without interest payments being less of a worry, these businesses can invest more in growth, innovation, or buybacks and dividends.

When 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.

Expensive 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.

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.

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

When 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.

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.

Business services providers play a critical role for enterprises, assisting them with everything from new hardware integrations to consulting and marketing. But cutbacks in corporate spending and the threat of new AI products have kept sentiment in check, and over the past six months, the industry’s 2.4% return has trailed the S&P 500 by 3.5 percentage points.