U.S. Stock News

NYSE:QSR
NYSE:QSRHospitality

Restaurant Brands International (QSR) Is Down 6.8% After Mixed Earnings And Higher Dividend Target - Has The Bull Case Changed?

Restaurant Brands International Inc. recently reported fourth-quarter and full-year 2025 results showing higher revenue of US$2.47 billion for the quarter and US$9.43 billion for the year, but lower net income, alongside an increased quarterly dividend of US$0.65 per share and a 2026 annual dividend target of US$2.60. At the same time, the company advanced its international push with a new joint venture in Burger King China, backed by a US$350 million capital injection, while confronting...
NYSE:OPLN
NYSE:OPLNCommercial Services

Assessing OPENLANE (OPLN) Valuation After Recent Share Price Moves

OPENLANE stock snapshot after recent trading moves OPENLANE (OPLN) has drawn fresh attention after recent trading left the shares at US$28.30, with a 1 day gain of 1.6% but declines over the past week and month. See our latest analysis for OPENLANE. While the 1 day share price return of 1.6% to US$28.30 comes after a softer 7 day and 30 day patch, the stronger 90 day share price return of 11.6% and 1 year total shareholder return of 37.4% suggest momentum has cooled recently but longer term...
NasdaqGS:PODD
NasdaqGS:PODDMedical Equipment

Assessing Insulet (PODD) Valuation After Omnipod 5 And Data Platform Expansion In The Middle East

Insulet (PODD) is drawing fresh attention after expanding its Omnipod 5 Automated Insulin Delivery System into Saudi Arabia, Kuwait, Qatar, and the UAE, alongside launching its Omnipod Discover data platform in these markets. See our latest analysis for Insulet. Despite fresh attention around the Middle East rollout, Insulet’s recent trading tells a different story, with a 30 day share price return of 15.63% decline and a 1 year total shareholder return of 13.48% decline, suggesting momentum...
NYSE:BMI
NYSE:BMIElectronic

Assessing Badger Meter (BMI) Valuation As Insider Buying And Larger Buyback Follow Mixed Earnings

Badger Meter (BMI) is back in focus after its board reaffirmed a regular quarterly dividend of $0.40 per share and increased the company’s share repurchase authorization by $75 million to a total of $150 million. See our latest analysis for Badger Meter. Badger Meter’s recent dividend affirmation and larger buyback pool come after a choppy stretch, with a 30 day share price return of 9.79% and a year to date share price return decline of 12.19%, while the 1 year total shareholder return is...
NYSE:MMS
NYSE:MMSProfessional Services

Earnings Jump And Major Buyback Completion Might Change The Case For Investing In Maximus (MMS)

In early February 2026, Maximus, Inc. reported first-quarter 2026 results showing sales of US$1,345.05 million versus US$1,402.68 million a year earlier, but net income more than doubled to US$93.94 million and diluted earnings per share from continuing operations rose to US$1.70 from US$0.69. Alongside narrowing full-year 2026 revenue guidance to US$5.20–US$5.35 billion to reflect a business divestiture, Maximus completed a multi-year share repurchase program totaling 9,320,365 shares, or...
NYSE:EPC
NYSE:EPCPersonal Products

A Look At Edgewell Personal Care (EPC) Valuation After Wider Quarterly Loss And Mixed Insider And Analyst Signals

Edgewell Personal Care (EPC) is back in focus after first quarter results showed sales of US$422.8 million alongside a net loss of US$65.7 million, with mixed signals from Wall Street and insiders. See our latest analysis for Edgewell Personal Care. Despite the wider first quarter net loss and mixed signals from analysts and insiders, the recent momentum has been positive, with a 30 day share price return of 17.25% and year to date share price return of 29.83%, although the 1 year total...
NasdaqGS:CAR
NasdaqGS:CARTransportation

Assessing Avis Budget Group (CAR) Valuation As Wedding Car Rental Market Growth Draws Attention

Wedding car rental growth puts Avis Budget Group (CAR) in focus A new forecast for the wedding car rental market, projecting expansion from US$2.2b in 2026 to US$5.5b by 2036, has put fresh attention on Avis Budget Group (CAR) as a key competitor. The report highlights Avis Budget Group’s role in higher end wedding rentals, including luxury fleets, themed vehicle options, and bundled wedding packages that cater to event driven travel and premium services. See our latest analysis for Avis...
NYSE:ACVA
NYSE:ACVACommercial Services

A Look At ACV Auctions (ACVA) Valuation As VIPER Early Access Program Expands

ACV Auctions (ACVA) is expanding dealer access to its VIPER Early Access Program, a hardware and AI driven inspection platform designed to standardize service lane appraisals and automate consumer vehicle acquisition workflows ahead of the 2026 NADA Show. See our latest analysis for ACV Auctions. Despite the VIPER rollout attracting attention ahead of the 2026 NADA Show, ACV Auctions’ recent share price performance has been weak, with a 30 day share price return of 24.37% and a 1 year total...
NYSE:BXMT
NYSE:BXMTMortgage REITs

A Look At Blackstone Mortgage Trust’s (BXMT) Valuation After Profit Return And Loan Book Cleanup

Blackstone Mortgage Trust (BXMT) is back in the spotlight after reporting full year profitability, highlighting that 99% of its loan portfolio is performing, and naming long time finance executive Marcin Urbaszek as its new Chief Financial Officer. See our latest analysis for Blackstone Mortgage Trust. Despite the strong full year earnings rebound and the high share of performing loans, Blackstone Mortgage Trust’s recent share price moves have been relatively muted. The share price is...
NYSE:FLS
NYSE:FLSMachinery

Assessing Flowserve (FLS) Valuation After Q4 Strength And A 5% Dividend Increase

Flowserve (FLS) is back on income investors’ radar after the Board approved a 5% lift in the quarterly dividend to US$0.22 per share, following its latest quarterly earnings update. See our latest analysis for Flowserve. The dividend decision comes after a busy few weeks for Flowserve, with its fourth quarter update highlighting continued aftermarket momentum and progress on operational improvements. The share price has reacted positively, with a 90 day share price return of 36.85% and a 1...
NYSE:ROG
NYSE:ROGElectronic

How Investors Are Reacting To Rogers (ROG) As ACK Asset Management Takes a 5% 13F Stake

On February 13, 2026, ACK Asset Management LLC disclosed a new position in Rogers (NYSE:ROG), acquiring 436,707 shares in an estimated US$39.99 million trade, representing 5.0% of the fund's reported 13F assets. This new institutional stake highlights growing professional investor attention on Rogers’ role in engineered materials for electric vehicles, wireless infrastructure, aerospace, defense, and industrial applications. We’ll now examine how ACK Asset Management’s sizable new position...
NYSE:MAA
NYSE:MAAResidential REITs

A Look At Mid-America Apartment Communities (MAA) Valuation After Analyst Downgrades And 2026 Guidance

Mid-America Apartment Communities (MAA) is back in focus after reporting fourth quarter and full year 2025 results alongside 2026 earnings guidance, with analysts reassessing the stock as Sunbelt apartment demand expectations come under scrutiny. See our latest analysis for Mid-America Apartment Communities. Recent trading has been choppy for Mid-America Apartment Communities, with a 1-day share price return of 1.58% at US$135.55 and a 90-day share price return of 3.93%. The 1-year total...
NasdaqGS:PCAR
NasdaqGS:PCARMachinery

Should PACCAR’s Brighter 2026 Outlook and Insider Selling Require Action From PACCAR (PCAR) Investors?

In recent months, PACCAR highlighted an improved 2026 outlook as executives reported early signs of demand recovery, stronger order intake, and higher expected margins after removing tariff surcharges. At the same time, institutional investor CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM increased its PACCAR holdings while corporate insiders continued to sell shares, underscoring a divergence between long-term external buying and internal profit-taking. Now we’ll examine how this brighter...
NYSE:ECL
NYSE:ECLChemicals

Is Ecolab’s Strong Q4 and Ongoing Buybacks Reshaping the Investment Case for Ecolab (ECL)?

Ecolab Inc. recently reported its fourth-quarter 2025 results, with revenue rising to US$4,196 million and net income reaching US$563.9 million, alongside higher earnings per share compared with the prior year period. For 2025 as a whole, revenue increased to US$16.08 billion while full-year earnings per share edged slightly lower, as Ecolab continued to return cash to shareholders through a long-running buyback that has retired nearly 22% of its shares. We’ll now examine how Ecolab’s...
NYSE:VSTS
NYSE:VSTSCommercial Services

Vestis (VSTS) Reaffirms 2026 Outlook After Swing to Quarterly Loss Is Management Signaling Steady Confidence?

Vestis Corporation’s first-quarter 2026 results, reported in February 2026, showed sales of US$663.39 million versus US$683.78 million a year earlier and a net loss of US$6.39 million compared with prior net income of US$0.832 million. Despite weaker revenue and a swing to loss, management reaffirmed full-year 2026 guidance, signaling confidence even as valuation views and forward earnings forecasts remain widely varied. Next, we’ll examine how reaffirmed full-year guidance despite a...
NYSE:DINO
NYSE:DINOOil and Gas

HF Sinclair (DINO) Valuation Check As Industrial Oils Unlimited Acquisition And 52 Week High Draw Attention

HF Sinclair (DINO) is back in focus after completing its purchase of Industrial Oils Unlimited. The move broadens its U.S. lubricants footprint as the share price touches a fresh 52 week high. See our latest analysis for HF Sinclair. The completion of the Industrial Oils Unlimited deal comes as HF Sinclair’s share price has moved to US$58.53, with a 20.36% 1 month share price return and a 61.80% 1 year total shareholder return, suggesting momentum has been building recently. If this...
NYSE:SHAK
NYSE:SHAKHospitality

Shake Shack (SHAK) Valuation Check After Recent Share Pullback And Long Term Return Swings

What Shake Shack’s recent returns might be telling investors Shake Shack (SHAK) has recently seen mixed share performance, with a 1 day return of about a 1% decline, a 7 day return near a 9% decline, and a month return around an 11% decline. See our latest analysis for Shake Shack. Looking beyond the latest pullback, Shake Shack’s 90 day share price return of about 2% and year to date share price return near 6% sit alongside a 1 year total shareholder return of roughly 19% decline and a 3...
NasdaqGS:ALGM
NasdaqGS:ALGMSemiconductor

Does Allegro MicroSystems’ (ALGM) New AI-Focused Current Sensor Clarify Its Long-Term Power Electronics Edge?

Earlier this month, Allegro MicroSystems introduced the ACS37017 Hall-effect current sensor, completing a high-performance portfolio that targets speed, power density, and accuracy needs in power electronics for AI data centers, electrified vehicles, and clean energy systems. The ACS37017’s integrated high-voltage isolation and factory-calibrated architecture, delivering a typical 0.55% sensitivity error over lifetime and temperature, underscores Allegro’s focus on ultra-precise current...
NasdaqGS:RGLD
NasdaqGS:RGLDMetals and Mining

Is It Too Late To Consider Royal Gold (RGLD) After Its Strong Multi‑Year Rally?

If you are asking yourself whether Royal Gold is still fairly priced after its strong run, this article will walk through what the current share price might be implying. Royal Gold's share price last closed at US$286.10, with stated returns of 2.5% over 7 days, 7.9% over 30 days, 29.4% year to date, 96.7% over 1 year, 143.0% over 3 years and 175.3% over 5 years. Recent coverage around Royal Gold has focused on its role as a precious metals royalty and streaming company, which can behave...
NYSE:MOD
NYSE:MODBuilding

Modine’s Pure Play Climate Shift Meets Surging AI Data Center Demand

Modine Manufacturing (NYSE:MOD) has completed its shift into a pure-play climate solutions manufacturer following the spin-off of its Performance Technologies segment. The company is reporting strong momentum in AI data center cooling solutions, with long-term agreements anticipated with major hyperscalers. This move reshapes Modine’s business profile around higher margin climate and infrastructure opportunities tied to AI growth. For investors watching NYSE:MOD, the company now presents a...
NasdaqGS:GOSS
NasdaqGS:GOSSBiotechs

Barclays Upgrade and 81% Institutional Ownership Could Be A Game Changer For Gossamer Bio (GOSS)

Earlier this week, Barclays upgraded Gossamer Bio to a “Strong Buy” rating, as institutional ownership climbed above 81% and attention centered on its lead investigational drug seralutinib for pulmonary arterial hypertension and related conditions. This combination of a stronger Wall Street stance and concentrated institutional exposure highlights how closely investors are watching seralutinib’s clinical and commercial potential. Against this backdrop, we’ll explore how Barclays’ upgrade and...
NYSE:ETR
NYSE:ETRElectric Utilities

Entergy (ETR) Is Up 7.1% After Unveiling $43 Billion Capex Plan and Data Center Deals

In the past quarter ended December 31, 2025, Entergy Corporation reported revenue of US$2,958.94 million and net income of US$235.78 million, with diluted earnings per share from continuing operations of US$0.51, while also issuing full‑year 2026 earnings guidance of US$4.25 to US$4.45 per share. Management highlighted roughly 3.5 gigawatts of new electric service agreements and a US$43.00 billion capital plan through 2029, underlining how rising industrial and data center demand is...
NYSE:RIG
NYSE:RIGEnergy Services

Transocean (RIG) Is Up 14.5% After Securing $184 Million In New Norway Rig Backlog – Has The Bull Case Changed?

Earlier this month, Transocean Ltd. announced new contract fixtures for two harsh-environment semisubmersibles in Norway, adding approximately US$184 million of firm backlog and extending work on Transocean Encourage and Transocean Enabler through late 2027. This fresh backlog supports higher utilization of some of Transocean's most capable rigs, underscoring the resilience of demand for harsh-environment offshore drilling capacity. We’ll now examine how these new Norwegian harsh-environment...
NasdaqGS:FLNC
NasdaqGS:FLNCElectrical

A Look At Fluence Energy (FLNC) Valuation After Mixed Q1 2026 Results And Record Backlog

Fluence Energy (FLNC) is back in focus after Q1 2026 results came in mixed, with wider losses and softer margins, even as revenue, new orders, and full year guidance all pointed in a different direction. See our latest analysis for Fluence Energy. The mixed Q1 update and record backlog came after a sharp pullback, with a 31.83% 1 month share price return decline, even though the 1 year total shareholder return of about 187% still signals strong longer term momentum. If this kind of volatility...