Hot or Not, Stock Market Edition: 11/13/2025

It’s Thursday, and we’ve got the story on what’s hot and what’s not in the market and in our Zen Ratings database: 

• HOT: EnerSys Inc (ENS) is a compelling pick for value-oriented investors; Jones Lang LaSalle (JLL) leads the charge on a potential commercial real estate recovery
• NOT: Walker & Dunlop (WD) fails to gain traction despite positive earnings; Is the monster run over for Hims & Hers Health (HIMS)?

P.S. For more stocks making moves, check out our Zen Ratings Upgrades & Downgrades screener.

A note from our sponsors...

🔥 HOT: EnerSys Inc (ENS) – We’ve had this stock on our radar since July when our Zen Investor Editor-in-Chief Steve Reitmeister selected it as his Stock of the Week. Now, it appears the industrial power solutions specialist is firing on all cylinders. EnerSys just posted Q3 earnings and revenue that crushed estimates, driven by surging demand in data centers and a strategic pivot toward the booming defense sector. Related: The stock was just upgraded from Buy to Strong Buy (A rating)  in our Zen Ratings system — in fact, it currently ranks in the 98th percentile of stocks we track. Digging into the Component Grades, ENS boasts exceptional Value, Financials, and Momentum ratings, signaling that the stock offers both quality and reasonable valuation. The bottom line? ENS combines solid earnings growth, strategic positioning in high-growth markets like data centers, and a fortress balance sheet — making it a compelling pick. 

🥶 NOT: Downgrade alert! Mortgage service provider Walker & Dunlop (WD) is struggling to gain traction in the current market, with a recent downgrade from Hold to Sell (D rating) in our quant ratings system. While the company did beat earnings and revenue estimates and recently arranged a $625 million refinance deal with Freddie Mac, the market is clearly worried about the mortgage lending landscape. The company's Zen Rating of D (in the 10th percentile of stocks we track) and Growth rating of D reflect fundamental concerns about the business environment. The Sentiment rating of C and Safety rating of C suggest that even positive operational results aren't enough to overcome broader industry headwinds. Mortgage originations remain under pressure from higher interest rates and a sluggish refinance market, and investors are betting that these challenges will persist.

🔥 HOT: A recent Strong Buy pick is back on the hot list. Jones Lang LaSalle (JLL), a commercial real estate services giant, appears to be staging a comeback — the company just posted Q3 results that beat both earnings and revenue estimates. JLL's stock has also earned an upgrade in our Zen Ratings system to A (Strong Buy), reflecting renewed confidence in the company's ability to navigate a complex real estate landscape. The catalyst here is multifaceted: strong revenue growth, strategic tech investments, and a real estate market that's stabilizing after years of uncertainty. The Component Grades are strong as well: JLL boasts Financials and Sentiment grades of B, indicating a solid balance sheet and positive market perception. Moving forward, the company's strategic initiatives and focus on emerging opportunities are positioning it well for sustained growth — check it out if you’re interested in gaining exposure to what could be a powerful commercial real estate recovery.

🥶 NOT: Is the monster run over for Hims & Hers Health (HIMS)? In 2024 and for much of 2025, HIMS enjoyed a compelling “line go up” narrative, but it now appears the telehealth darling is hitting a wall. Shares are down over 25% in the past month, largely on the heels of the company’s recently narrowed 2025 revenue guidance. Despite some positive noise around AI-driven personalized care and international expansion, the market is clearly spooked by growth concerns. The stock has been downgraded from Hold to Sell in our Zen Ratings system, with catastrophic Component Grades for Sentiment and Safety (both Fs) that indicate the company has serious issues to contend with (here’s why that Safety rating matters so much). The combination of narrowed guidance, deteriorating sentiment, and fundamental concerns about the weight-loss drug market make HIMS a stock to avoid. The downgrade to Sell reflects the market's loss of confidence in the company's near-term prospects.

What to Do Next?

• 77 Best Stocks NOW! >
• See All “A” Rated Stocks with +32.52% Average Annual Return >
• 2 New Stocks to Buy from Steve Reitmeister >

Want to get in touch? Email us at news@wallstreetzen.com.