U.S. Stock News

NasdaqGM:ENPH
NasdaqGM:ENPHSemiconductor

Why Enphase Energy (ENPH) Is Up 34.9% After Q4 Earnings, EV Platform Progress And Buybacks

Enphase Energy reported past fourth-quarter 2025 results showing quarterly sales of US$343.32 million and net income of US$38.71 million, alongside full-year 2025 revenue of US$1.47 billion and net income of US$172.13 million, and issued first-quarter 2026 revenue guidance of US$270.0 million to US$300.0 million. The company also highlighted progress on its IQ Bidirectional EV Charging Platform and completed a US$731.34 million share repurchase program covering 8,869,963 shares. Against this...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

Texas Instruments Eyes AI Data Center Growth With Silicon Labs Deal

Texas Instruments has entered a definitive agreement to acquire Silicon Labs, aiming to broaden its role in AI-focused data center infrastructure. The transaction is tied to Texas Instruments' push around analog chips and internal changes that highlight data center demand for AI hardware. For investors watching NasdaqGS:TXN, this move adds a fresh layer to the story behind a share price of $218.77 and multi year returns of 35.8% over 3 years and 39.6% over 5 years. The company is already...
NYSE:ZBH
NYSE:ZBHMedical Equipment

Should Zimmer Biomet’s (ZBH) Consistent Revenue Outperformance Shape Investor Expectations For This Earnings Release?

Zimmer Biomet Holdings recently reported that it will release its upcoming earnings results, with analysts expecting revenue of about US$2.22 billion, reflecting year-on-year growth of 9.9% and an improvement from the 4.3% increase recorded in the same quarter a year earlier. An interesting angle is that Zimmer Biomet has missed Wall Street’s revenue estimates only once in the past two years, typically outperforming consensus by an average of 0.7%, which may be influencing how investors...
NYSE:TEVA
NYSE:TEVAPharmaceuticals

Assessing Teva Pharmaceutical Industries (NYSE:TEVA) Valuation After Recent Share Price Momentum And Biosimilar Growth Hopes

Why Teva Pharmaceutical Industries (NYSE:TEVA) is on investors’ radar today Teva Pharmaceutical Industries (NYSE:TEVA) has drawn fresh attention after recent share price moves, with the stock showing mixed short term returns but a stronger gain over the past 3 months. See our latest analysis for Teva Pharmaceutical Industries. While the latest 1 day share price return of 0.63% and 7 day return of 2.96% show some cooling at a recent price of US$34.47, the 90 day share price return of 37.17%...
NYSE:FLS
NYSE:FLSMachinery

Flowserve (FLS) Is Up 8.1% After Mixed 2025 Results And Trillium Deal - Has The Bull Case Changed?

Flowserve Corporation recently reported fourth-quarter and full-year 2025 results showing higher sales but a quarterly net loss, while issuing 2026 guidance calling for modest organic and total sales growth. The company also outlined longer-term margin ambitions and highlighted opportunities in nuclear and power markets, supported by the planned US$490.00 million acquisition of Trillium Flow Technologies’ valves division. We’ll now examine how Flowserve’s improved margin trajectory and 2026...
NasdaqGS:EXE
NasdaqGS:EXEOil and Gas

A Look At Expand Energy (EXE) Valuation As Leadership Changes And Headquarters Move Proceed

Expand Energy (EXE) is entering a transition period, with Chairman Michael Wichterich stepping in as Interim President and CEO while the company prepares to shift its headquarters from Oklahoma City to Houston. See our latest analysis for Expand Energy. The recent headquarters move and leadership reshuffle come as the stock trades at US$103.24. The 1 day share price return shows a 6.46% decline and the 90 day share price return shows a 12.98% decline, while the 5 year total shareholder return...
NYSE:CNS
NYSE:CNSCapital Markets

A Look At Cohen & Steers (CNS) Valuation After AUM Growth And Resilient Earnings

Latest AUM update and earnings context Cohen & Steers (CNS) reported preliminary assets under management of US$93.1b as of January 31, 2026, tied to market appreciation and net inflows, alongside ongoing revenue growth and maintained profitability, despite earnings that were slightly below forecast. See our latest analysis for Cohen & Steers. At a share price of US$64.30, Cohen & Steers has seen a 2.54% 1 day share price return and a modest 0.97% 7 day share price return. Its 1 year total...
NYSE:VOYG
NYSE:VOYGAerospace & Defense

Is Voyager Technologies (VOYG) Now At An Interesting Price After Recent Share Weakness

If you are wondering whether Voyager Technologies is starting to look like good value or just fairly priced at today’s levels, you are in the right place. The share price closed at US$29.05, with a flat 7 day return, a 7.3% decline over the last 30 days, and a 4.6% gain year to date. This may signal shifting views on both opportunity and risk. Recent attention on Voyager Technologies has centered on its position within the capital goods sector and how its current share price lines up with...
NYSE:OMF
NYSE:OMFConsumer Finance

A Look At OneMain Holdings (OMF) Valuation After In Line Results And 2026 Growth Plans

OneMain Holdings (OMF) is back in focus after reporting fourth quarter and full year 2025 results that met Wall Street revenue expectations, alongside plans to expand in auto finance and credit cards in 2026. See our latest analysis for OneMain Holdings. Despite the latest earnings beat and plans to grow in auto finance and credit cards, OneMain Holdings’ recent 30-day share price return of a 12.39% decline and year-to-date weakness contrast with a 1-year total shareholder return of 18.12%...
NYSE:UHAL
NYSE:UHALTransportation

Is U-Haul Holding (UHAL) Pricing Look Stretched After Prolonged Share Price Declines

If you are wondering whether U-Haul Holding is starting to look appealing at its current share price, this article walks through what that price might really imply about value. The stock recently closed at US$48.81, with returns of 14.7% decline over 7 days, 10.9% decline over 30 days, 3.4% decline year to date, and 31.3% decline over 1 year, which may have changed how some investors view its risk and potential. Recent coverage around U-Haul often focuses on its core role in truck and...
NYSE:EAT
NYSE:EATHospitality

Brinker International (EAT) Valuation Check After Raised 2026 Guidance And Solid Earnings Performance

Brinker International (EAT) is back in focus after raising full year 2026 earnings guidance along with its latest quarterly report, highlighting updated revenue and profitability targets that investors are now weighing against the recent share price move. See our latest analysis for Brinker International. The raised 2026 earnings guidance and solid recent quarter sit against a share price that has climbed 61.81% over 90 days and a very large 3 year total shareholder return of 320.97%. This...
NYSE:TJX
NYSE:TJXSpecialty Retail

Senator Trade Puts TJX Companies (TJX) In Focus For A Fresh Look At Valuation And Growth Potential

Why a senator’s TJX trade is drawing fresh attention Senator John W Hickenlooper’s recent purchase of TJX Companies (TJX) shares has put the off price retailer back on investors’ radar, raising questions about how its fundamentals stack up today. See our latest analysis for TJX Companies. TJX’s latest share price of $156.24 comes after a 4.0% 7 day share price return and a 6.9% 90 day share price return. Its 1 year total shareholder return of 26.6% and 3 year total shareholder return of about...
NYSE:CTRA
NYSE:CTRAOil and Gas

Devon Acquisition Gives Coterra Holders A Bigger Shale Platform Bet

Devon Energy has entered a definitive agreement to acquire Coterra Energy (NYSE:CTRA), forming a large combined shale operator in the United States. The transaction will combine two oil and gas producers into a single company focused on shale assets, headquartered in Houston. The deal outlines the combined structure, leadership, and a plan to align benefits for shareholders of both companies. Coterra Energy, ticker NYSE:CTRA, is an oil and gas producer with a focus on shale assets, which...
NYSE:APD
NYSE:APDChemicals

Air Products and Chemicals (APD) Valuation Check After Strong Q1 Results and New NASA Hydrogen Contracts

Air Products and Chemicals (APD) is back in focus after first quarter results showed sales of US$3,102.5 million and net income of US$678.2 million, alongside more than US$140 million in new NASA hydrogen contracts. See our latest analysis for Air Products and Chemicals. The strong first quarter numbers, the new US$140 million NASA liquid hydrogen contracts and the 44th consecutive annual dividend increase have coincided with improving momentum, with a 30 day share price return of 8.59% and a...
NasdaqCM:PLUG
NasdaqCM:PLUGElectrical

Should Class Action Over DOE Loan Disclosures Require Action From Plug Power (PLUG) Investors?

Pomerantz LLP recently announced that a class action lawsuit was filed against Plug Power in the U.S. District Court for the Northern District of New York, alleging that the company and certain officers misled investors about access to a US$1.66 billion Department of Energy loan guarantee and related hydrogen plant projects during 2025. The case centers on whether Plug Power’s public statements about its U.S. hydrogen production build-out and the conditions tied to the federal loan aligned...
NYSE:UBER
NYSE:UBERTransportation

Weighing Uber Technologies (UBER) After Recent Share Price Weakness And Strong DCF Upside Potential

If you are wondering whether Uber Technologies shares still offer value at today’s price, or if most of the easy gains are already behind it, this article is aimed at helping you frame that question clearly before you make your own call. Uber’s stock closed at US$73.91, with returns of an 8.6% decline over 7 days, a 13.5% decline over 30 days, a 10.8% decline year to date and a 6.0% decline over the past year, while the 3 year and 5 year returns sit at 121.0% and 21.9% respectively. This mix...
NasdaqGS:AFRM
NasdaqGS:AFRMDiversified Financial

Affirm’s New Partnerships Expand Reach While Valuation Signals Caution

Affirm Holdings (NasdaqGS:AFRM) recently announced new partnerships and expansions with Intuit's QuickBooks Payments, Expedia Group, Bolt, and Wayfair. These agreements are intended to widen Affirm's reach across financial software, travel bookings, ecommerce checkout, and home goods retail, including international markets. The collaborations focus on integrating Affirm's buy now, pay later services into partner platforms to reach additional merchants and consumers. Affirm operates in the...
NasdaqGS:RARE
NasdaqGS:RAREBiotechs

How UX111’s FDA Resubmission and First-in-Disease Potential Will Impact Ultragenyx Pharmaceutical (RARE) Investors

Ultragenyx Pharmaceutical recently resubmitted its Biologics License Application to the FDA for UX111, an investigational AAV9 gene therapy for Sanfilippo syndrome type A, supported by new long-term clinical data showing durable biomarker improvements, meaningful functional benefits versus natural history, and a favorable safety profile. An interesting aspect for investors is that UX111, if approved after the current FDA review expected to conclude in the third quarter of 2026, would become...
NasdaqGM:APPF
NasdaqGM:APPFSoftware

Is AppFolio’s (APPF) Revenue-Profits Trade-Off Reframing Its Employee-Ownership-Driven Growth Strategy?

In late January 2026, AppFolio reported fourth-quarter 2025 results showing higher sales of US$248.19 million but lower net income of US$39.91 million versus the prior year, alongside full-year 2025 revenue of US$950.82 million and net income of US$140.92 million. On February 5, 2026, the company also filed an US$80.80 million shelf registration for 438,762 shares of Class A common stock tied to an ESOP-related offering, underscoring the role of employee ownership in its capital...
NasdaqGS:COLB
NasdaqGS:COLBBanks

Columbia Banking System (COLB) Valuation In Focus After HoldCo Activism And Governance Changes

Activist spotlight puts Columbia Banking System (COLB) in focus HoldCo Asset Management’s recent presentation at the UBS Financial Services Conference highlighted its activist campaign at Columbia Banking System (COLB). The firm described engagement that led to governance and management changes without escalating into a proxy contest. See our latest analysis for Columbia Banking System. Columbia Banking System’s recent activism spotlight comes on top of solid recent price momentum, with a...
NYSE:LNG
NYSE:LNGOil and Gas

Evaluating Cheniere Energy (LNG) After Recent Share Price Momentum And Perceived 19% Undervaluation

Why Cheniere Energy (LNG) is on investors’ radar today Cheniere Energy (LNG) has been drawing fresh attention after recent price moves, with the stock last closing at $215.65 and showing mixed return patterns over the past year and the past 3 months. See our latest analysis for Cheniere Energy. The recent 1-month share price return of 11.06% and year-to-date share price return of 9.02% suggest momentum has picked up again, even as the 1-year total shareholder return of a 0.68% decline...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

Assessing Grab Holdings (NasdaqGS:GRAB) Valuation After Exclusive Hesai Lidar Distribution Deal

Grab Holdings (GRAB) is in focus after Hesai Technology selected the company as its exclusive distributor for lidar products in Southeast Asia, a move tied directly to autonomous mobility and mapping initiatives. See our latest analysis for Grab Holdings. The lidar distribution deal comes as Grab’s share price has faced pressure, with a 30 day share price return of 12.16% and a 90 day share price return of 26.42%. The 3 year total shareholder return of 22.41% contrasts with a 5 year total...
NasdaqGS:BILI
NasdaqGS:BILIInteractive Media and Services

Assessing Bilibili (BILI) Valuation After Recent Share Price Volatility

Bilibili (BILI) has recently drawn attention after a stretch of mixed short term returns. The stock is down 2.4% over the past day and 7.4% over the past week, yet it remains positive over the past month. See our latest analysis for Bilibili. At a share price of $30.77, Bilibili’s 90 day share price return of 13.38% and year to date share price return of 16.69% sit alongside a 1 year total shareholder return of 67.78%. This indicates momentum that contrasts with the longer term 5 year total...