U.S. Stock News

Why the latest update on Matador Resources (MTDR) matters Recent commentary around Matador Resources (MTDR) centers on its third quarter 2025 results, where net income, Delaware Basin production, and midstream revenues all featured prominently, alongside continued spending on drilling and San Mateo midstream expansion. See our latest analysis for Matador Resources. MTDR's third quarter 2025 update comes after a mixed share price run, with the latest close at US$41.89, a 30 day share price...

The latest move in Fortune Brands Innovations (FBIN) comes after news of a planned US$200b U.S. mortgage bond buying program, a policy aimed at housing affordability that quickly pulled investor focus toward housing related names. See our latest analysis for Fortune Brands Innovations. That policy driven surge comes on top of a 7 day share price return of 15.93% and a 90 day share price return of 19.05%. However, the 1 year total shareholder return is still a 14.69% decline, suggesting recent...

QuantumScape’s manufacturing upgrade and why it matters for investors QuantumScape (QS) reported that its Cobra ceramic separator process is now the standard in its solid-state lithium-metal battery manufacturing, improving production efficiency, supporting potential gigafactory-scale output, and targeting longer battery life, faster charging, and lower costs. See our latest analysis for QuantumScape. Despite excitement around the Cobra process, QuantumScape’s recent trading has been choppy,...

Healthpeak Properties (DOC) recently outlined about US$925 million of transaction activity, including a US$600 million purchase of a 1.4 million square foot South San Francisco campus, along with roughly US$325 million of outpatient medical property sales. See our latest analysis for Healthpeak Properties. The recent acquisition and disposals have come alongside a 7 day share price return of 2.56% and a 90 day share price return decline of 7.33%, while the 1 year total shareholder return...

In recent days, Wells Fargo and RBC Capital have each begun or renewed coverage of Phreesia, assigning favorable ratings that highlight its role as a healthcare technology provider with a SaaS-based patient intake platform. This wave of positive analyst attention points to growing institutional focus on how Phreesia’s software, used across thousands of physicians, could influence its growth profile and profitability efforts. Next, we’ll examine how this increase in supportive analyst...

Merit Medical Systems recently issued fourth-quarter 2025 earnings guidance, projecting revenue between US$389,000,000 and US$395,000,000 year-over-year, and confirmed a Board leadership change with F. Ann Millner appointed Chair following the resignation of longtime director and former Chair Fred P. Lampropoulos. This combination of updated revenue expectations and a shift in Board leadership brings fresh attention to how Merit balances growth ambitions with governance continuity. Next, we...

Conference appearance and recent rating change put Kinetik in focus Kinetik Holdings (KNTK) is drawing fresh attention after presenting at the UBS Global Energy & Utilities Winter Conference in Park City, Utah, shortly after a Raymond James upgrade to Outperform. See our latest analysis for Kinetik Holdings. Despite the recent conference appearance and upgrade, Kinetik’s 1 year total shareholder return decline of 35.4% contrasts with a 43.0% gain over three years, suggesting longer term...

In recent months, Evolv Technologies Holdings reported strong quarterly results, including a 57% year-over-year revenue increase, positive adjusted EBITDA, and raised full-year 2025 revenue guidance, while CEO John Kedzierski sold 74,322 shares after exercising 207,000 options primarily to cover tax obligations. Despite the insider sale reducing his direct ownership by about 34.57%, Kedzierski still retains a significant stake, aligning leadership incentives with shareholders as Evolv’s...

Axcelis Technologies overview and recent performance context Axcelis Technologies (ACLS) has attracted attention after a period of mixed financial trends, with annual revenue growth of 2.99% and a 13.63% decline in net income, prompting investors to reassess the current share price of $95.72. See our latest analysis for Axcelis Technologies. Recent trading has been positive, with a 1 month share price return of 11.81% and a 90 day share price return of 14.27%. The 1 year total shareholder...

UWM Holdings (UWMC) is back in focus after President Donald Trump announced a US$200b federal program to buy mortgage backed securities. The move is aimed at influencing mortgage rates outside the Federal Reserve’s actions. See our latest analysis for UWM Holdings. The news-driven jump in UWM’s share price sits against mixed recent performance, with a 20% 7 day share price return, a 21.09% year to date share price return, and a 68.11% 3 year total shareholder return. This suggests momentum...

Citizens’ new coverage of PulteGroup (PHM), paired with recent federal limits on institutional single family home purchases, has pushed the homebuilder into focus for investors tracking policy sensitive housing names. See our latest analysis for PulteGroup. The recent federal cap on institutional single family purchases and Citizens’ upbeat initiation have arrived alongside an 11.15% 7 day share price return and a 23.22% 1 year total shareholder return. This suggests momentum has recently...

Asset sales and analyst sentiment put Federal Realty Investment Trust (FRT) in focus Federal Realty Investment Trust (FRT) is drawing fresh attention as it raises funds through asset sales to support future growth, while analysts maintain a moderate buy rating that keeps sentiment broadly constructive around the stock. See our latest analysis for Federal Realty Investment Trust. The share price, which last closed at US$101.80, has been edging higher recently, with a 90 day share price return...

ImmunityBio’s ANKTIVA lung cancer data and what it means for investors ImmunityBio (IBRX) reported statistically significant immune restoration and a link between lymphocyte recovery and survival in non small cell lung cancer from its ANKTIVA clinical program, based on the QUILT-2.023 and QUILT-3.055 studies. The company highlighted results across 151 checkpoint experienced patients who had progressed after standard treatments, describing these data as foundational safety and efficacy...

CAVA Group, Inc. recently appointed veteran operator Doug Thompson as Chief Operations Officer, effective March 2, 2026, and earlier this month rolled out its largest-ever nationwide Mediterranean menu update, featuring new high-protein bowls, sides, drinks, and the return of white sweet potato. Together, the leadership hire and expanded menu highlight CAVA’s emphasis on sharpening restaurant operations while broadening its offering to keep guests engaged as it scales. We’ll now examine how...

Penske Automotive Group, Inc.'s ( NYSE:PAG ) price-to-earnings (or "P/E") ratio of 11.5x might make it look like a buy...

With no single headline event driving attention to McGraw Hill (MH) today, recent trading performance is doing the talking, including a past 3 months return of about 26% against a softer month and year to date. See our latest analysis for McGraw Hill. Short term, momentum has cooled with a 7 day share price return of 5.0% and a 30 day share price return of 7.7%. However, the 90 day share price return of 25.6% still points to building interest around McGraw Hill at a share price of $15.83. If...

In early January 2026, Canadian Solar Inc. completed a US$200,000,000 private offering of 3.25% convertible senior unsecured notes due January 15, 2031, issued at 100% of principal and structured as callable Eurodollar Eurobonds under Rule 144A. The company plans to use the proceeds to fund U.S. manufacturing and the value chain supporting solar and battery energy storage solutions, underlining its push deeper into higher-value segments of the clean energy market. We’ll now examine how this...

Event context and recent share performance Haemonetics (HAE) has drawn investor interest after recent price moves, with the stock last closing at $82.92. Short term returns are slightly positive, while the past month shows a small decline. See our latest analysis for Haemonetics. Recent trading has been relatively steady, with a 1 day share price return of 1.08% and a 7 day share price return of 0.99% at a last close of $82.92. That sits alongside a 90 day share price return of 66.64%, a year...

Rithm Capital recently announced a fixed-rate junior senior cumulative redeemable preferred stock offering, adding a new layer of fixed-income capital to its funding mix. Coming on the heels of its Paramount Group REIT and Crestline Management acquisitions, the deal underlines Rithm’s push to deepen real estate asset management and broaden its capital structure. We’ll now examine how this new preferred stock issuance, alongside the Paramount and Crestline integrations, may influence Rithm’s...

Fifth Third Bancorp (FITB) is back on investor radars after recent share price moves, with the stock closing at $48.52. That price now sits against a backdrop of mixed short term returns. See our latest analysis for Fifth Third Bancorp. That recent dip in the 1 day share price return of 1.52% and 7 day share price return of 2.53% comes after a stronger 90 day share price return of 13.05%. Meanwhile, the 1 year total shareholder return of 17.25% and 5 year total shareholder return of 82.12%...

Recently, Andersons has increased its earnings before interest and tax while keeping capital employed broadly unchanged, lifting its return on capital employed to 5.4% from prior losses. This shift suggests Andersons is extracting more profit from its existing asset base, raising questions about how it will reinvest to sustain these improved returns. We’ll now explore how Andersons’ improved return on capital employed may influence its existing investment narrative built around renewables...

Interest in Booking Holdings (BKNG) is being shaped by two Agoda updates: the launch of its AI-powered Booking Form Bot to support travelers at checkout, and reported growth in family travel searches for Vietnam. See our latest analysis for Booking Holdings. At a share price of $5,391.52, Booking Holdings has had a relatively steady year, with a 6.11% 90 day share price return and a 13.66% 1 year total shareholder return. These figures suggest momentum has been building over time as investors...

In its fiscal second quarter ended November 30, 2025, Applied Digital reported US$126.59 million in revenue, sharply higher than a year earlier, while reducing its net loss to US$19.08 million and announcing new long-term hyperscale data center leases backed by substantial debt and preferred equity funding. By pairing rapid AI-focused data center buildouts with multi-year hyperscaler contracts and a planned cloud spin-off, Applied Digital is reshaping its business model around recurring...

Piper Sandler recently downgraded BorgWarner to a more cautious rating amid broad analyst activity as the company continues its shift toward electric vehicle components alongside its combustion-vehicle parts business. This reassessment highlights how BorgWarner’s dual exposure to emerging EV platforms and legacy combustion technologies is becoming a central focus for analysts and investors. We’ll now examine how Piper Sandler’s more cautious stance during BorgWarner’s EV transition could...