U.S. Auto Components Stock News

NYSE:CMI
NYSE:CMIMachinery

Is Cummins’ 2026 Margin Guidance And Dividend Plan Altering The Investment Case For Cummins (CMI)?

Cummins Inc. recently reported its fourth-quarter and full-year 2025 results, showing quarterly sales of US$8,536 million and net income of US$593 million, alongside full-year sales of US$33.67 billion and net income of US$2.84 billion. Alongside these results, the company declared a quarterly dividend of US$2.00 per share and issued 2026 guidance calling for revenue growth and EBITDA margins between 17.0% and 18.0% of sales, giving investors clearer visibility on its earnings profile. Next,...
NYSE:ONTO
NYSE:ONTOSemiconductor

Assessing Onto Innovation (ONTO) Valuation As Dragonfly 5 Progresses And Semilab Deal Targets EPS Growth

Event driven setup around Dragonfly 5 and Semilab deal Onto Innovation (ONTO) is drawing fresh attention after moving its Dragonfly 5 system toward qualification with TSMC, and announcing the Semilab acquisition that management expects to lift EPS, margins, and materials characterization capabilities. See our latest analysis for Onto Innovation. Those Dragonfly 5 and Semilab headlines land on top of strong momentum, with Onto Innovation’s 90-day share price return of 71.45% and 3-year total...
NasdaqGM:SUPN
NasdaqGM:SUPNPharmaceuticals

Assessing Supernus Pharmaceuticals (SUPN) Valuation After Recent Share Price Momentum And Undervalued Narrative

Why Supernus Pharmaceuticals (SUPN) Is On Investors’ Radar Today Supernus Pharmaceuticals (SUPN) has drawn fresh attention after recent share performance data showed a roughly flat move over the past month, alongside gains over the past 3 months and year. See our latest analysis for Supernus Pharmaceuticals. The recent 7 day share price return of 4.6% and 90 day share price return of 15.53% suggest momentum has been building, while the 1 year total shareholder return of 31.67% points to...
NYSE:PRI
NYSE:PRIInsurance

Primerica Dividend Hike Highlights Earnings Strength And Capital Return Balance

Primerica (NYSE:PRI) announced a 15% increase in its quarterly dividend. The dividend change follows the release of strong fourth quarter and full year results. The company reported earnings and revenue that surpassed analyst expectations. Primerica focuses on providing financial products such as term life insurance and investment solutions to middle income households. For investors watching the financial services sector, a double digit dividend increase can indicate that management views...
NYSE:PCOR
NYSE:PCORSoftware

Why Procore Technologies (PCOR) Is Down 8.5% After Securing FedRAMP Moderate Authorization For Government Platform

In late January 2026, Procore Technologies announced that its Procore for Government platform achieved FedRAMP Moderate Authorization, enabling U.S. federal agencies and their contractors to manage sensitive construction projects on a secure, unified system built for Controlled Unclassified Information and public-sector compliance needs. This federal clearance positions Procore to address a large, complex public construction market that has historically relied on fragmented, outdated tools,...
NasdaqGS:VTRS
NasdaqGS:VTRSPharmaceuticals

A Look At Viatris (VTRS) Valuation After UBS Upgrade And Raised Price Target

Viatris (VTRS) has been back on investors’ radar after UBS shifted to a more positive stance on the stock. This move coincides with management changes and ongoing global expansion efforts. See our latest analysis for Viatris. The UBS upgrade and management reshuffle come on top of a sharp rebound in sentiment, with Viatris’ 90-day share price return of 47.85% and 1-year total shareholder return of 59.90% pointing to momentum that has recently picked up. If this renewed interest in healthcare...
NYSE:O
NYSE:ORetail REITs

Is Realty Income (O) Pricing Reflecting Its Strong Recent Share Price Performance

If you are wondering whether Realty Income is fairly priced at around US$64.50, you are in the right place to size up what you might be paying for each dollar of its cash flow and assets. The stock has returned 3.3% over the last 7 days, 9.5% over 30 days, 12.5% year to date, 26.1% over 1 year, 14.7% over 3 years, and 38.8% over 5 years, which gives useful context before you weigh up what the current share price actually offers. Recent coverage has focused on Realty Income's role as a large...
NasdaqGS:AZTA
NasdaqGS:AZTALife Sciences

Azenta’s Space Trials Put Sample Tools And Valuation In New Focus

Azenta (NasdaqGS:AZTA) has entered a partnership with Frontier Space to bring its sample management technologies into space-based life sciences research. The collaboration includes testing Azenta’s FluidX consumables in microgravity and other extreme space conditions. This move introduces Azenta’s solutions to space research programs that rely on reliable sample handling and storage. For investors following life sciences tools and services, Azenta sits in the middle of sample management and...
NYSE:VTR
NYSE:VTRHealth Care REITs

A Look At Ventas (VTR) Valuation After Strong Senior Housing Results And Dividend Increase

Ventas (VTR) has drawn fresh investor attention after releasing 2025 results, issuing 2026 earnings guidance and lifting its quarterly dividend, all anchored in strong senior housing performance and sizeable capital deployment. See our latest analysis for Ventas. Those solid senior housing numbers and the 8% dividend uplift appear to have fed into sentiment, with a 10.2% 7 day share price return building on a 13.2% 30 day move and a 46.9% 1 year total shareholder return that points to strong...
NasdaqGM:SITM
NasdaqGM:SITMSemiconductor

Is It Too Late To Consider SiTime (SITM) After 160% One Year Surge?

If you are wondering whether SiTime's current share price still lines up with its underlying worth, or if expectations have run ahead of reality, this article is for you. SiTime recently closed at US$436.28, with returns of 25.4% over 7 days, 26.6% over 30 days, 17.9% year to date, 159.9% over 1 year, 242.7% over 3 years and 211.0% over 5 years. This performance raises fair questions about how the market is pricing the stock today. Recent news coverage around SiTime has largely focused on...
NYSE:HRI
NYSE:HRITrade Distributors

Does Herc Holdings (HRI) Dividend and Board Shift Clarify Its Post‑Acquisition Capital Allocation Priorities?

Herc Holdings Inc. recently declared a quarterly dividend of US$0.70 per share, payable on March 4, 2026, and also confirmed that long-serving director John M. Engquist will not stand for re-election at the 2026 annual meeting, with the company stating his decision was unrelated to any disagreement over operations, policies, or practices. These developments followed a period of strong reported growth in equipment rental and total revenue and completion of IT integration related to the H&E...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Is Alphabet (GOOGL) Still Attractive After Recent Share Price Pullback?

Wondering if Alphabet at around US$310.96 is still a sensible entry point or if most of the easy gains are behind it? This article focuses squarely on what you are paying today versus what you might reasonably expect to be getting. The share price has recently pulled back, with a 6.6% decline over the last week and a 6.3% decline over the last month, despite a 70.0% return over the past year and a 223.2% return over three years. These moves come as Alphabet continues to sit at the center of...
NYSE:SPGI
NYSE:SPGICapital Markets

Why S&P Global (SPGI) Is Down 16.1% After Issuing Below-Consensus 2026 Earnings Guidance

In February 2026, S&P Global reported fourth-quarter 2025 results showing higher sales of US$3,916 million and net income of US$1,134 million, alongside full-year revenue of US$15.34 billion and net income of US$4.47 billion, and issued 2026 guidance calling for reported GAAP revenue growth of 6.6% to 8.6%. The company also completed a large share repurchase program totaling 27,956,765 shares for US$12.69 billion and set 2026 adjusted earnings guidance below analyst expectations, raising...
NYSE:FLNG
NYSE:FLNGOil and Gas

FLEX LNG (FLNG) Margins Hold At 28.1% Reinforcing Profitability Narrative

FLEX LNG (NYSE:FLNG) has put up another steady quarter, reporting Q3 FY 2025 revenue of US$85.7 million and basic EPS of US$0.31. This is backed by trailing twelve month revenue of US$351.0 million and EPS of US$1.82. The company has seen revenue move between US$84.7 million and US$90.9 million per quarter since mid 2024, while quarterly EPS has ranged from US$0.31 to US$0.84 over the same period. These figures feed into a 28.1% net margin and 7.2% earnings growth over the last year. Overall,...
NYSE:HAL
NYSE:HALEnergy Services

What Halliburton (HAL)'s Deep Borehole Nuclear Waste Bet Means For Shareholders

In recent months, Halliburton has joined Deep Isolation’s multi-year deep borehole nuclear waste disposal demonstration at its Texas drilling technology facility, filed an omnibus shelf registration for multiple securities, and appointed Timothy A. Leach to its board and key board committees. Together, these moves highlight Halliburton’s efforts to broaden its role in advanced subsurface technologies while reinforcing governance and financing flexibility for future initiatives. We’ll now...
NasdaqGS:CROX
NasdaqGS:CROXLuxury

How Investors Are Reacting To Crocs (CROX) Earnings Beat With Cautious 2026 Revenue Outlook

Crocs, Inc. recently reported fourth-quarter results that exceeded Wall Street expectations, with revenue of US$957.6 million, and issued full-year 2026 earnings guidance of US$12.88 to US$13.35 per share. Alongside this beat, Crocs now expects first-quarter 2026 revenue to decline roughly 5.5% to 3.5% year on year and full-year 2026 revenue to range from about a 1% decline to slightly above 2025 levels, highlighting a cautious outlook despite resilient profitability guidance. Next, we will...
NYSE:OWL
NYSE:OWLCapital Markets

How Investors Are Reacting To Blue Owl Capital (OWL) Record Fundraising, Moody’s Upgrade and Dividend Steadiness

In early February 2026, Blue Owl Capital Inc. reported fourth-quarter 2025 revenue of US$755.60 million and net income of US$47.67 million, raised full-year revenue to US$2.87 billion, maintained profitability despite lower annual net income, affirmed a US$0.225 dividend, and closed a new US$3 billion strategic equity and secondaries fund. Together with Moody’s upgrade of its long-term credit rating and the successful fundraising for its inaugural Strategic Equity Secondaries Strategy, these...
NasdaqGM:SHLS
NasdaqGM:SHLSElectrical

Shoals Technologies Group (SHLS) Valuation After Favorable ITC Patent Ruling On Big Lead Assembly Products

The U.S. International Trade Commission’s favorable initial determination in Shoals Technologies Group (SHLS) patent case against Voltage, LLC puts intellectual property protection at center stage for investors, with a final ITC decision still pending. See our latest analysis for Shoals Technologies Group. Even with the recent ITC win, Shoals’ latest share price of $9.79 sits below recent highs, with a 1-day share price return of a 4.58% decline and a softer 7-day share price return of a...
NYSE:MA
NYSE:MADiversified Financial

Mastercard Balances Truist Open Banking Growth With Interchange Fee Pressure

Truist Financial has launched its first open banking integration using Mastercard's open finance technology, expanding data connectivity for US customers. Major US retailers are pushing for oral arguments in a long running legal dispute over Mastercard's proposed interchange fee settlement. These events highlight both growth opportunities in open banking and ongoing legal and regulatory questions around Mastercard's card fee structure. Mastercard (NYSE:MA) is trading at $537.46, with the...
NYSE:OLN
NYSE:OLNChemicals

Assessing Olin’s Valuation As 2025 Earnings Swing From Profit To Net Loss

Earnings setback reshapes the Olin story Olin (OLN) has moved into the spotlight after reporting a fourth quarter and full year 2025 net loss, a shift from profit a year earlier that puts its recent performance under closer scrutiny. The company reported fourth quarter sales of US$1,665.1 million compared with US$1,671.3 million in the prior year period, while fourth quarter net loss reached US$85.7 million versus net income of US$10.7 million a year ago. For the full year 2025, sales were...
NYSE:FAF
NYSE:FAFInsurance

Should First American Financial’s Strong 2025 Earnings Beat and Revenue Upside Require Action From FAF Investors?

First American Financial Corporation recently reported past fourth-quarter 2025 net income of US$211.9 million and full-year net income of US$621.8 million, with basic earnings per share from continuing operations rising to US$2.06 in the quarter and US$6.02 for the year. The sharp year-over-year increase in both quarterly and full-year earnings, alongside revenue beating analyst expectations, highlights a significant improvement in operating performance versus the prior period. We’ll now...
NasdaqGS:LASR
NasdaqGS:LASRElectronic

nLIGHT (LASR) Upsizes Equity Raise for Defense Lasers Is Its Risk Profile Quietly Shifting?

In early February 2026, nLIGHT, Inc. completed and upsized a follow-on equity offering to roughly US$201 million, broadened its shelf registration across multiple security types, and prepared to present at the TD Cowen Aerospace and Defense Conference. This capital raise, alongside active promotion of its high-energy laser weapon systems, including a new 70kW-class solution showcased at the World Defense Show, highlights nLIGHT’s intent to expand its role in defense-directed energy...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

CrowdStrike Expands Consumer Reach And Saudi Footprint While Shares Lag Targets

CrowdStrike Holdings (NasdaqGS:CRWD) has partnered with NordVPN to bring enterprise-grade threat intelligence to consumer VPN users. The company has signed a memorandum with Aramco to support Saudi Arabia's cybersecurity and AI goals and plans a regional headquarters and cloud deployment in the Kingdom. CrowdStrike focuses on cloud delivered endpoint and workload protection for enterprises, so teaming up with NordVPN extends its reach directly to consumers. For you as an investor, this...
NYSE:STWD
NYSE:STWDMortgage REITs

Is It Time To Reassess Starwood Property Trust (STWD) After Its Recent Share Price Stagnation?

If you are wondering whether Starwood Property Trust is offering good value at its recent price, you are not alone. Many income focused investors keep a close eye on this stock. The share price recently closed at US$18.06, with returns of 2.6% over 1 year, 18.9% over 3 years, and 33.4% over 5 years. The year-to-date move sits at a 2.0% decline, and the last 7 days at a 2.3% decline. Recent market attention has focused on how Starwood Property Trust is positioned within the diversified...