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Medtech

InMode (NASDAQ: INMD) reported $512.7 million in cash, investments, and deposits while maintaining its annual earnings outlook. Quarterly revenue reached $92.1 million, and net income totaled $18.9 million, leaving the medical device maker profitable despite weaker margins. Earnings declined from $21.9 million, making expense control important to the recovery.

At $13.68, its premarket price, InMode carries an estimated $786 million market value. Liquid assets represent about 65% of that figure, while shares trade at around 10.4 times the midpoint of guided adjusted earnings.

A large cash reserve gives management room to fund product development and sales efforts. The business question is whether that spending can drive stronger demand without letting operating expenses outrun revenue.

New Equipment, Broader Demand

InMode reported an initial launch of Morpheus8 Max and record quarterly revenue in Asia. Those developments could support equipment sales as the company pursues its annual revenue target of $365 million to $375 million.

Margins Need More Work

Operating margin fell to 19% from 22%, and consumables and service revenue declined 3%. Higher expenses could delay an earnings recovery. A tariff refund also supported gross margin, adding a benefit that may not recur.

Technology

CGI (NYSE: GIB) reported quarterly contract bookings of C4.53billion,upabout9%versusrevenue.ItsbacklogreachedC32.07 billion, equivalent to 1.9 times annual revenue, giving the technology services business substantial work to deliver. Delivery schedules will determine when those bookings generate revenue.

At US$83.28, CGI trades near 12 times expected earnings, compared with roughly 17 times for Accenture. The approximately 30% discount offers a valuation case, although differences in growth, business mix, and execution explain some of that gap.

Managed-services bookings reached 122% of quarterly revenue in that business. For every C1ofquarterlysales,youcancountC1.22 of signed contract work, supporting future activity as contracts move into delivery.

Contracts Can Feed Cash Flow

Annual operating cash flow reached C$2.48 billion, providing resources for acquisitions, internal investment, and capital returns. Converting the backlog into profitable revenue could narrow the valuation gap without requiring rapid expansion across every market.

Profit Growth Needs More Substance

Quarterly adjusted profit grew just 0.8%, even as reported profit rose 20.8%. Lower restructuring costs helped the comparison, while fewer shares supported EPS growth. Contract profitability deserves more weight in your earnings outlook than gains from a shrinking share count.

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Energy

Cadeler (NYSE: CDLR) signed an exclusivity agreement for turbine and foundation installation at a large UK offshore wind farm. The proposed offshore installation campaign would involve 3 vessels beginning around 2030, extending its commercial pipeline beyond projects already underway.

At $6.71, its premarket price, Cadeler carries an approximately $2.6 billion market value. Published estimates put the shares near 6 times forward earnings, versus roughly 10.6 times trailing earnings, leaving the valuation dependent on forecast profit growth.

Vessel activity helps you connect the agreement to business economics. More working days can spread fixed costs across additional revenue, while handling foundations and turbines could give Cadeler a broader role within the same project.

Existing Operations Provide Substance

First-half 2026 revenue reached €407.5 million, with EBITDA of €207.6 million and profit of €87.9 million. Its €2.5 billion backlog included options and projects awaiting final investment decisions, so the total should not be treated as guaranteed revenue.

Fleet Growth Requires Funding

Operating cash flow of €79.5 million fell short of €132.5 million in capital spending. Further dilution belongs in your downside case if fleet investment keeps exceeding internally generated cash. Today’s agreement also leaves the client, pricing, and final contract terms undisclosed.

Gildan Activewear (NYSE: GIL)

Gildan makes the blank T-shirts, socks, and underwear that end up in your drawer, and since buying HanesBrands, it owns Hanes too. The stock got stretched after third-quarter sales landed well short of the company’s forecast, and management cut its full-year outlook and pulled back its longer-term targets.

Look past the tag. Adjusted earnings per share still jumped and the quarter threw off a pile of free cash, though a hefty tariff refund did a lot of the lifting on margins. 

Hanes cost savings remain on track, and Gildan has restarted its share buyback. Softer demand should linger through the holidays, and net debt sits above management’s target. Even so, you’re paying under 10 times this year’s adjusted earnings guidance for one of the lowest-cost apparel makers on the planet. That’s a fit worth trying on.

Lineage (NASDAQ: LINE)

Lineage runs the world’s largest network of temperature-controlled warehouses, the giant freezers where your frozen pizza and ice cream wait before they hit the store.

Higher oil prices, tight trucking, and tariff jitters chilled its latest quarter. AFFO per share, the REIT version of earnings, fell, and management trimmed its full-year outlook. The shares slid hard the next day. 

Underneath the frost, occupancy at existing warehouses grew from a year ago for the second quarter running, and management calls the pressures cyclical rather than a change in direction. The dividend yields north of 5% and sits comfortably below this year’s expected AFFO per share.

Those headwinds should linger into year-end, so watch the next update. Still, you’re paying under 13 times this year’s AFFO guidance for warehouses food companies can’t easily replace. Cold storage, hot price.

Molson Coors (NYSE: TAP)

Molson Coors brews Coors Light, Miller Lite and Blue Moon, so there’s a decent chance its work has spent time in your fridge. Beer drinkers keep cutting back, and the company just lowered its full-year sales, profit, and cash flow outlook after shipments fell again. That has the stock trading like it’s last call. Pour yourself a closer look. 

Adjusted earnings per share edged past expectations, free cash flow for the year so far is running ahead of last year, and even the trimmed forecast still calls for a hefty cash haul.

That cash funds a dividend yielding north of 4.5%. Volumes need to stop sliding before the stock gets a refill, so watch the next few quarters. Until then, you’re paying under 9 times trailing earnings for a brewer that pours out cash like happy hour never ends.

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That's our coverage for today; thanks for reading! Reply to this email with feedback or any stocks you want me to check out.

Best Regards,
—Noah Zelvis
Undervalued Edge