U.S. Airlines Stock News

NasdaqGS:ADEA
NasdaqGS:ADEASoftware

Adeia (ADEA) Q4 EPS Surge To US$0.68 Challenges Bearish Earnings Decline Narrative

Adeia FY 2025 results put sharp Q4 finish under the microscope Adeia (ADEA) closed FY 2025 with Q4 revenue of US$182.6 million and basic EPS of US$0.68, setting a clear marker for how the year wrapped up. Over the past six quarters, the company has seen quarterly revenue move between US$85.7 million and US$182.6 million, while basic EPS ranged from US$0.08 to US$0.68. Trailing twelve month EPS reached US$1.02 on revenue of US$443.4 million. With earnings up 71.9% over the last year and net...
NasdaqGS:AKTS
NasdaqGS:AKTSBiotechs

Assessing Aktis Oncology (AKTS) Valuation After Recent Share Price Momentum And Analyst Upside Potential

What Aktis Oncology’s Latest Moves Mean For Investors Aktis Oncology (AKTS) has drawn fresh attention after recent trading left the stock at a last close of $20. With limited public history as a clinical-stage radiopharmaceutical developer, investors are weighing its early financial profile. See our latest analysis for Aktis Oncology. Recent trading has been choppy, with a 1 day share price return of 2.93% and a 7 day share price return of 11.42%, set against a 30 day share price return of...
NYSE:NCLH
NYSE:NCLHHospitality

What Norwegian Cruise Line Holdings (NCLH)'s CEO Shake-Up and Elliott Activism Drive Means For Shareholders

Earlier in February 2026, Norwegian Cruise Line Holdings replaced CEO and President Harry Sommer with board member John W. Chidsey and signed a more than €4 billion, three-ship order with Fincantieri for deliveries through 2037 across its three brands. Days later, activist investor Elliott Investment Management disclosed a stake above 10% and publicly pressed for board changes and a new business plan, arguing that years of missteps have left the company undervalued despite a strong cruise...
NYSE:MMM
NYSE:MMMIndustrials

Assessing 3M (MMM) Valuation As Belgian PFAS Lawsuit Renews Legal Risk Focus

Why the Belgian PFAS lawsuit matters for 3M (MMM) investors A fresh lawsuit from about 1,400 Belgian residents over PFOS exposure is putting 3M (MMM) back in the spotlight, as investors reassess the company’s ongoing environmental and legal risk profile. See our latest analysis for 3M. Beyond the Belgian PFAS case, 3M’s recent appointment of Meagan Linn as Senior Vice President, Government Affairs underlines how the company is trying to manage regulatory relationships at the same time as...
NYSE:BE
NYSE:BEElectrical

Bloom Energy (BE) Valuation Check After US$5 Billion Brookfield AI Power Partnership

Bloom Energy (BE) is back in focus after securing a partnership with Brookfield Corporation, which plans to invest up to US$5 billion to deploy Bloom's fuel cell technology for AI data center power needs. See our latest analysis for Bloom Energy. That Brookfield deal lands on top of a strong run in the shares, with Bloom Energy’s 90 day share price return of 64.33% and a very large 1 year total shareholder return. This suggests momentum has been building around AI power demand and backlog...
NasdaqGS:CCC
NasdaqGS:CCCSoftware

A Look At CCC Intelligent Solutions Holdings (CCC) Valuation As Shares Trade Near Narrative Discount

CCC Intelligent Solutions Holdings: recent moves and context CCC Intelligent Solutions Holdings (CCC) has drawn attention after recent trading, with the share price at US$5.06 and negative returns over the month and past 3 months prompting fresh questions about how investors are viewing its SaaS insurance platform. See our latest analysis for CCC Intelligent Solutions Holdings. The recent 3.9% 1 day share price gain sits against a weaker backdrop, with a 30 day share price return of 35.79%...
NYSE:REXR
NYSE:REXRIndustrial REITs

Rexford Insider Sales Add New Signal To Infill Industrial Thesis

Rexford Industrial Realty (NYSE:REXR) has seen a recent pickup in insider stock sales. Co CEO Michael S. Frankel is among the executives who have sold shares in the latest activity. The transactions involve material amounts, which may signal evolving views inside the company. Rexford Industrial Realty focuses on industrial properties, a segment many investors track for clues about warehousing, logistics, and broader goods movement. When a senior leader such as Co CEO Michael S. Frankel...
NYSE:BDC
NYSE:BDCElectronic

Has Belden (BDC) Run Too Far After Its Strong Multi Year Share Price Performance

If you are looking at Belden and wondering whether the current share price still represents solid value, the key question is how its fundamentals stack up against what the market is paying today. With the stock recently closing at US$148.00 and returns of 1.1% over 7 days, 28.4% over 30 days, 25.6% year to date, 35.4% over 1 year, 76.5% over 3 years and 228.9% over 5 years, many investors are asking whether expectations have already been priced in. Recent coverage has focused on Belden's...
NYSE:HCI
NYSE:HCIInsurance

Assessing HCI Group (HCI) Valuation After Recent Share Price Volatility

HCI Group stock snapshot HCI Group (HCI) has drawn investor attention after recent share price swings, with the stock up about 2.1% over the past day but showing mixed returns over the past month and past 3 months. See our latest analysis for HCI Group. While the 1-day share price return of 2.1% to around $156.60 offers a short-term bounce, HCI Group’s share price return year to date is lower, even as its 1-year total shareholder return of 30.6% and 3-year total shareholder return above 200%...
NYSE:T
NYSE:TTelecom

Has The Market Mispriced AT&T (T) After Its Recent Share Price Recovery?

If you are wondering whether AT&T's current share price really reflects the value of its telecom and media assets, you are not alone. That is exactly what this article will unpack. AT&T's stock closed at US$28.35, with a 1.2% decline over the last 7 days, a 20.2% return over 30 days, 15.4% year to date, 11.0% over 1 year, 77.0% over 3 years and 79.5% over 5 years, which hints that the market's view on risk and potential has shifted over different time frames. Recent headlines around AT&T...
NYSE:ADX
NYSE:ADXCapital Markets

Strong 2025 Earnings And AI-Focused Board Appointment Could Be A Game Changer For Adams Diversified Equity Fund (ADX)

Adams Diversified Equity Fund, Inc. reported full-year 2025 results, with revenue of US$32.79 million and net income of US$480.65 million, and its Boards also elected AI-focused technology leader Dr. Steven G. Chambers as an independent director effective February 12, 2026. The combination of robust profitability and the addition of a director with deep AI and technology governance experience could influence how investors think about the fund’s future use of data and technology in managing...
NYSE:PPL
NYSE:PPLElectric Utilities

Should PPL’s US$1 Billion Equity Raise for Grid Expansion Require Action From PPL (PPL) Investors?

PPL Corporation has recently completed a follow-on public offering of 20,000,000 equity units at US$50 each, raising US$1.00 billion to repay short-term debt and fund general corporate needs tied to its expanding grid and generation plans. This capital raise coincides with higher earnings, increased dividends, and a larger four-year, US$23.00 billion investment plan aimed at grid modernization and meeting rising data center demand. Next, we’ll examine how PPL’s US$1.00 billion equity raise...
NasdaqGS:XRAY
NasdaqGS:XRAYMedical Equipment

Is DENTSPLY SIRONA (XRAY) Deepening Burkhart Tie-Up To Fortify Its Digital Workflow Moat?

On 24 February 2026, Dentsply Sirona and Burkhart Dental Supply announced that Burkhart will begin offering Dentsply Sirona’s full dental technology portfolio, including CEREC systems, Primescan scanners, and advanced imaging solutions, expanding on their existing preventive and restorative product relationship. This broader distribution of integrated digital tools through Burkhart’s footprint could be important for Dentsply Sirona’s push toward end-to-end digital workflows in dental...
NasdaqGS:CHRW
NasdaqGS:CHRWLogistics

The Bull Case For C.H. Robinson Worldwide (CHRW) Could Change Following Fresh AI Spotlight And Ex-CEO’s PE Move - Learn Why

Recently, Evercore ISI highlighted C.H. Robinson Worldwide as one of eight companies best positioned to benefit from AI adoption in logistics, while former CEO Bob Biesterfeld joined private equity firm ATL Partners as a Senior Operating Executive focused on transportation and logistics value creation. This combination of external validation of C.H. Robinson’s AI potential and leadership expertise moving into the investor ecosystem adds fresh attention to how technology and operational...
NasdaqGS:CWST
NasdaqGS:CWSTCommercial Services

Assessing Casella Waste Systems (CWST) Valuation After Recent Share Price Weakness

Why Casella Waste Systems Is On Investors’ Radar Casella Waste Systems (CWST) has drawn fresh attention after recent share price weakness, with the stock showing negative returns over the past week, month, past 3 months and year, while longer term performance remains positive. See our latest analysis for Casella Waste Systems. At a share price of US$91.87, Casella’s recent weakness, including an 11.6% 7 day share price decline and a 13.2% 30 day share price decline, contrasts with a 50.2% 5...
NasdaqGS:MLKN
NasdaqGS:MLKNCommercial Services

How Investors Are Reacting To MillerKnoll (MLKN) Extending Debt Maturities With Lower‑Margin 2026 Term Loan

On February 10, 2026, MillerKnoll refinanced its existing 2025 Term Loan B Facility with a new US$548,625,000 2026 Term Loan B Facility maturing in 2032, featuring slightly lower interest margins and flexible prepayment terms. This refinancing subtly reshapes MillerKnoll’s balance sheet by lowering borrowing costs and extending debt maturity, potentially supporting improved financial flexibility. Next, we’ll explore how this lower‑margin, longer‑maturity term loan could influence...
NYSE:RDN
NYSE:RDNDiversified Financial

Radian Group (RDN) Valuation Check After Cooling Share Price Momentum

Radian Group stock: recent performance and business snapshot Radian Group (RDN) has drawn investor interest after a period where the share price showed a small gain over the past month but a decline over the past 3 months, inviting a closer look at its fundamentals. The company focuses on mortgage insurance in the United States, providing credit risk solutions to mortgage lenders and investors. Recent figures include revenue of US$1,197.084 million and net income of US$618.179 million, which...
NYSE:CMI
NYSE:CMIMachinery

Is It Too Late To Consider Cummins (CMI) After Its 69% One Year Surge?

If you are wondering whether Cummins at around US$600.48 is offering fair value or starting to look stretched, you are not alone. Many investors are asking the same question right now. The stock has logged returns of 0.8% over the past 7 days, 5.0% over 30 days, 15.0% year to date and 69.4% over 1 year. The 3 year and 5 year returns stand at 164.5% and 162.5% respectively, which naturally raises questions about what is already priced in. Recent headlines around Cummins have focused on its...
NasdaqGS:UPST
NasdaqGS:UPSTConsumer Finance

Upstart Cash Line Launch Raises New Questions For Credit Profitability

Upstart Holdings (NasdaqGS:UPST) has launched Cash Line, a new revolving line of credit product for consumers. Cash Line is designed to offer guaranteed access, transparent pricing, and user control features such as Rest Mode. The product targets consumers who currently rely on short term credit options and aims to address common pain points in that segment. Upstart, known for its AI driven consumer lending platform, is using Cash Line to broaden its presence in consumer credit. The move...
NYSE:AUB
NYSE:AUBBanks

Did Atlantic Union’s New CFO Hire from TD Bank Just Reframe Atlantic Union Bankshares’ (AUB) Investment Narrative?

Atlantic Union Bankshares Corporation has appointed Alexander D. Dodd, CFA, as Chief Financial Officer effective April 13, 2026, succeeding long-serving CFO Robert M. Gorman, who will stay on as an executive advisor through September 30, 2026 to support the transition. Dodd brings nearly two decades of senior finance leadership at TD Bank Group, including experience as Deputy CFO and interim CFO for its US operations, potentially influencing Atlantic Union’s financial planning, capital...
NasdaqGS:REG
NasdaqGS:REGRetail REITs

A Look At Regency Centers (REG) Valuation After US$450m Senior Notes Offering

Regency Centers (REG) recently priced a $450 million public offering of 4.50% senior unsecured notes due 2033, with proceeds earmarked for debt reduction, refinancing 2026 maturities, and funding development and redevelopment projects. See our latest analysis for Regency Centers. At a share price of US$77.27, Regency Centers has seen a 30 day share price return of 8.62% and a 13.70% share price return year to date, alongside a 5 year total shareholder return of 74.37%. This suggests momentum...
NYSE:PVH
NYSE:PVHLuxury

A Look At PVH (PVH) Valuation As New 15% Global Tariff Reshapes Earnings Expectations

The Trump administration’s new 15% global tariff under the Trade Act of 1974 has quickly put PVH (PVH) back in focus, as investors reassess supply chain costs and potential pressure on future apparel margins. See our latest analysis for PVH. That tariff headline lands after a volatile stretch for PVH, with the share price sitting at US$69.05 and a 30 day share price return of 12.55% but a 1 year total shareholder return decline of 9.95%, suggesting short term momentum has picked up even as...
NasdaqGS:SBAC
NasdaqGS:SBACSpecialized REITs

Assessing SBA Communications (SBAC) Valuation After Recent Share Price Momentum

SBA Communications (SBAC) has drawn fresh attention after recent trading left the shares with a 7.7% gain over the past month and a 3.5% rise in the past 3 months. See our latest analysis for SBA Communications. That recent 7.7% 1 month share price return, on top of a 4.7% year to date share price gain at US$201.60, contrasts with a 6.1% decline in total shareholder return over the past year and deeper three and five year total return losses. This suggests momentum has picked up recently,...
NasdaqGS:AMGN
NasdaqGS:AMGNBiotechs

Evaluating Amgen (AMGN) After Barclays Coverage And Strong Q4 2025 Portfolio Momentum

What Barclays’ Coverage Means For Amgen Stock Barclays’ new coverage of Amgen (AMGN), paired with the company’s recent Q4 2025 earnings updates, has pushed the stock back into focus for investors watching large cap biotech names. The coverage comes as Amgen highlights portfolio momentum, with 14 products each generating over US$1b in annual sales and double digit growth in therapies such as Repatha, EVENITY, and TEZSPIRE. See our latest analysis for Amgen. Against this backdrop, Amgen’s share...