Core Insights - ePlus has shown a solid historical growth rate of 7.3% compounded annually over the last five years, but recent performance indicates a slowdown with flat revenue over the past two years [1][2] - The company reported $2.26 billion in revenue over the past 12 months, positioning it as a mid-sized player in the business services sector, which may limit its competitive advantages compared to larger firms [2] - ePlus has transitioned from a financing company to a full-service technology provider, offering IT solutions, professional services, and financing options [3] Financial Performance - In fiscal 2026, ePlus experienced a strong start with net sales growing 23.4% and diluted EPS increasing nearly 63%, marking a significant milestone with quarterly gross billings exceeding $1 billion for the first time [4] - For Q3 CY2025, ePlus's revenue increased by 18.2% year-on-year to $608.8 million, surpassing Wall Street's expectations by 17.5% [5][6] - The company’s operating margin averaged 7.5% over the last five years, which is considered weak for the business services sector, and it decreased by 1.1 percentage points during this period [9][10] Earnings Analysis - ePlus's EPS grew at a compounded annual growth rate of 10.3% over the last five years, indicating improved profitability on a per-share basis [12] - The company has engaged in stock buybacks, reducing its share count by 1.4%, which has contributed to the increase in EPS, suggesting that the growth in EPS is partly due to financial engineering rather than operational efficiency [13] - In Q3, ePlus reported adjusted EPS of $1.53, up from $1.36 in the same quarter last year, exceeding analysts' estimates [15][17] Market Outlook - Analysts project a revenue decline of 6.2% over the next 12 months, indicating potential demand challenges for ePlus's products and services [6] - Despite a strong quarterly performance, the long-term business quality and valuation will be critical in determining if ePlus is a good investment [18]

Core Insights - CarGurus reported Q3 CY2025 revenue of $238.7 million, exceeding Wall Street expectations by 3.2% year on year and beating analyst estimates by 1.6% [1][6] - The company provided optimistic guidance for Q4 CY2025, projecting revenue of $238.5 million, which is 0.6% above analysts' estimates [1][6] - Non-GAAP profit for Q3 was $0.57 per share, surpassing consensus estimates by 3.7% [1][6] Company Overview - CarGurus operates as a digital marketplace connecting auto dealers with potential customers, facilitating browsing, purchasing, and financing of vehicles [4] Revenue Growth - Despite a recent quarter of growth, CarGurus has faced challenges over the past three years, with an annual sales decline of 18.4% [5] - The company reported an adjusted EBITDA of $78.67 million, significantly beating analyst expectations [6] Financial Metrics - Operating margin improved to 22.9%, up from 11.9% in the same quarter last year [6] - Free cash flow margin decreased to 26.8% from 27.9% in the previous quarter [6] - The number of paying dealers increased to 33,673, reflecting a year-on-year growth of 1,989 [6] - Market capitalization stands at $3.38 billion [6] Future Outlook - Analysts project a revenue growth of 3.9% over the next 12 months, indicating expectations for improved performance from newer products and services, although this growth rate is still below the sector average [7]

Core Insights - Collegium Pharmaceutical's shares increased by 11.6% following the announcement of strong Q3 2025 financial results, surpassing analyst expectations and raising full-year guidance [1][2] Financial Performance - The company reported net revenue of $209.4 million, reflecting a year-on-year increase of 31.4%, which exceeded Wall Street forecasts [2] - Collegium raised its full-year net revenue forecast to a range of $775 million to $785 million and adjusted EBITDA projection to between $460 million and $470 million [2] Market Reaction - The stock's movement indicates low volatility, with only 9 instances of greater than 5% movement in the past year, suggesting significant market impact from the recent news [4] - The stock has risen 44.5% year-to-date, reaching a new 52-week high of $41.36 per share [6] - An investment of $1,000 in Collegium shares five years ago would now be valued at $2,105 [6]

Core Insights - Paylocity's shares fell 5.7% following a significant earnings miss in its first-quarter fiscal 2026 results, with earnings per share at $0.86 compared to the forecast of $1.57, representing a miss of over 45% [1][2] - The company's revenue increased by 12% year-over-year to $408 million, but the disappointing earnings led to a negative reaction from analysts, including a price target reduction from Citizens from $270.00 to $245.00, a decrease of more than 9% [2] Company Performance - Paylocity's stock has decreased by 28.3% since the beginning of the year, currently trading at $139.77 per share, which is 35.8% below its 52-week high of $217.86 from February 2025 [6] - An investment of $1,000 in Paylocity's shares five years ago would now be worth $738.23, indicating a decline in long-term value [6] Market Context - Paylocity's shares have shown low volatility, with only four moves greater than 5% over the past year, suggesting that the market views the recent news as significant but not fundamentally altering its perception of the company [4] - The recent acquisition interest in competitor Dayforce by Thoma Bravo, which could value the company at around $8.4 billion, highlights a trend of consolidation in the HR Tech sector, potentially affecting valuations of similar companies like Paylocity [5]

Core Insights - Warby Parker's shares fell 13.7% after reporting third-quarter results that missed revenue expectations and lowered its full-year sales forecast [1][2] Financial Performance - The company reported revenue of $221.7 million, a 15.2% year-over-year increase, but this was below analysts' estimates of $224.3 million [2] - Earnings per share were $0.05, meeting expectations, but the sales miss overshadowed this positive aspect [2] - Warby Parker reduced its full-year revenue guidance to a midpoint of $872.5 million, which is below prior forecasts and analysts' projections [2] Market Reaction - The stock has shown significant volatility, with 26 moves greater than 5% over the last year, indicating that the recent news has notably impacted market perception [4] - The stock is down 31.4% year-to-date and is trading 39.1% below its 52-week high of $28.56 [6] - Investors who purchased $1,000 worth of shares at the IPO in September 2021 would now see their investment valued at $319.31 [6]

Core Insights - Encore Capital Group's shares surged 13.1% following the release of third-quarter 2025 results that exceeded Wall Street expectations significantly [1][2] Financial Performance - The company reported revenue of $460.4 million, reflecting a year-on-year increase of 25.4%, surpassing analyst forecasts by nearly 12% [2] - Earnings per share (EPS) reached $3.17, which is 60.1% higher than the consensus estimate of $1.98 [2] - The pre-tax profit margin for the quarter was 21.7%, an increase of 10.6 percentage points compared to the same period last year, indicating improved operational efficiency [2] Market Reaction - Encore Capital Group's shares have shown volatility, with 17 moves greater than 5% in the past year, suggesting that the recent news has significantly influenced market perception [4] - The stock had previously dropped 6.2% due to negative sentiment in the financial sector, particularly after Zions Bancorp disclosed a significant loan loss [4][5] Stock Performance - Since the beginning of the year, Encore Capital Group's stock is up 3.1%, trading at $48.46 per share, close to its 52-week high of $51.25 [6] - An investment of $1,000 in Encore Capital Group's shares five years ago would now be valued at $1,546 [6]

CoreCivic Financial Performance - CoreCivic reported third-quarter revenue growth of 18.1% year-over-year, reaching $580.4 million, which exceeded Wall Street expectations [2] - Adjusted earnings per share (EPS) were $0.24, falling short of analysts' estimates of $0.26, indicating profitability weakness despite strong revenue growth [2] - The company lowered its full-year adjusted EPS guidance to a midpoint of $1.03, representing a 6.8% decrease from previous projections, and also reduced full-year EBITDA guidance [2] Market Reaction - Following the earnings report, CoreCivic's shares fell 12.2% in the morning session, reflecting significant market reaction to the news [1][4] - The stock has shown volatility, with 11 moves greater than 5% over the past year, indicating that this news has notably impacted market perception [4] Year-to-Date Performance - CoreCivic's stock is down 24.4% since the beginning of the year, currently trading at $16.42 per share, which is 31.4% below its 52-week high of $23.94 from November 2024 [6] - An investment of $1,000 in CoreCivic shares five years ago would now be worth $2,737, highlighting long-term growth despite recent volatility [6]

Core Insights - PTC's shares fell 7.5% following a weak revenue forecast for the upcoming quarter, overshadowing strong third-quarter results [1][2] Financial Performance - For Q3, PTC reported revenue of $893.8 million, a 42.7% year-over-year increase, exceeding Wall Street expectations [2] - Adjusted earnings per share for Q3 were $3.47, significantly beating analyst estimates [2] - The company projected Q4 revenue to be around $630 million, below analysts' consensus estimates, indicating potential demand slowdown [2] Market Reaction - PTC's stock is not very volatile, with only 6 moves greater than 5% in the past year, suggesting the market views this news as significant [4] - The stock is down 5.1% year-to-date and is trading 19.8% below its 52-week high of $216.53 from August 2025 [6]

Core Insights - Proactive provides fast, accessible, and actionable business and finance news content to a global investment audience [2] - The company focuses on medium and small-cap markets while also covering blue-chip companies and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, mining, oil and gas, and emerging technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Insights - Watts Water Technologies reported revenue of $611.7 million, a 12.5% increase year-over-year, and adjusted earnings of $2.50 per share, exceeding analyst expectations. However, the outlook for the next 12 months indicates a slowdown in growth, with revenue and earnings expected to rise only 2.5% and 3% respectively, leading to a decline in share price by 5.3% [1] Financial Performance - The company’s revenue growth of 12.5% year-over-year is notable, but the adjusted earnings per share of $2.50 also surpassed analyst forecasts [1] - The previous year’s performance included a significant stock gain of 10.2% following strong fourth-quarter results, where organic revenue slightly exceeded Wall Street estimates despite a reported sales drop of 1% year-over-year [4] Market Reaction - The stock market's reaction to the earnings report suggests that investors are more focused on future growth prospects rather than past performance, leading to a "sell-the-news" response [1] - Watts Water Technologies' shares have shown low volatility, with only five moves greater than 5% in the past year, indicating that the current drop is perceived as significant by the market [3] Historical Performance - Since the beginning of the year, Watts Water Technologies' stock has increased by 36.2%, trading at $273.09, close to its 52-week high of $285.86 [5] - An investment of $1,000 in Watts Water Technologies five years ago would now be valued at $2,463, reflecting strong long-term performance [5]