U.S. Auto Components Stock News

NYSE:VFC
NYSE:VFCLuxury

A Look At VF (VFC) Valuation After Earnings Highlight Brand Strength And Ongoing Vans And International Challenges

V.F (VFC) shares are in focus after the company reported quarterly results showing higher sales and profitability, with The North Face and Timberland helping offset ongoing weakness at Vans and pressure in international markets. See our latest analysis for V.F. At a share price of US$21.18, V.F has seen short term momentum build, with a 7 day share price return of 10.83% and a 90 day share price return of 48.53%. However, its 1 year total shareholder return of 12.90% and 5 year total...
NasdaqGM:RSVR
NasdaqGM:RSVREntertainment

Reservoir Media (RSVR) Margin Compression To 3.9% Reinforces Bearish Earnings Narratives

Reservoir Media (RSVR) opened its Q3 2026 scorecard with revenue of about US$45.6 million and basic EPS of roughly US$0.03. Trailing twelve month figures show revenue of around US$169.6 million and EPS near US$0.10 against a revenue growth rate of about 4.6% and a trailing net margin of 3.9%. Over recent quarters the company has reported revenue moving from roughly US$40.7 million in Q2 2025 to US$45.6 million in Q3 2026. Quarterly basic EPS has ranged between a small loss of about US$0.01...
NYSE:WELL
NYSE:WELLHealth Care REITs

Is It Too Late To Consider Buying Welltower (WELL) After Its 5 Year Surge?

If you are wondering whether Welltower shares still make sense at today's price, it helps to start by separating recent excitement from what the business might actually be worth. The stock last closed at US$185.48, with returns of 0.8% over 7 days, 0.4% over 30 days, a 0.8% decline year to date, 32.7% over 1 year, 165.5% over 3 years and 226.4% over 5 years. This naturally raises questions about how much of this is already reflected in the price. Recent coverage of Welltower has focused on...
NasdaqGS:ON
NasdaqGS:ONSemiconductor

How Investors May Respond To ON Semiconductor (ON) Q4 Miss and Softer Q1 Automotive Outlook

In early February 2026, ON Semiconductor reported fourth-quarter results that missed analyst expectations and issued softer-than-anticipated guidance for the first quarter of 2025, citing prolonged macro uncertainty and inventory digestion among automotive Tier-1 suppliers. The update underscored how extended destocking in automotive and industrial end-markets can ripple through the supply chain, challenging assumptions about the tempo of recovery in key segments for ON Semiconductor. Next,...
NasdaqGS:SMCI
NasdaqGS:SMCITech

Super Micro Computer Weighs Explosive AI Growth Against Concentration And Margin Risks

Super Micro Computer (NasdaqGS:SMCI) reported an exceptional fiscal Q2 2026, with record revenue powered by strong demand for its AI data center hardware. The company sharply raised its full year revenue guidance, reflecting ongoing demand for AI focused infrastructure from large cloud and data center customers. Management flagged key risks, including heavy revenue exposure to a single hyperscale customer and margin pressure linked to cost and supply chain volatility. For investors tracking...
NYSE:EFX
NYSE:EFXProfessional Services

Equifax Rolls Out New AI Tools As Shares Trade At Valuation Discount

Equifax (NYSE:EFX) has launched new AI-driven tools focused on fraud detection and credit risk assessment. The product set includes Credit Abuse Risk and Synthetic Identity Risk models aimed at tackling synthetic identity and first-party credit abuse. Equifax is also rolling out expanded employment and income verification tools for lenders and auto dealers. For a company built around data and risk intelligence, these launches speak directly to Equifax’s core business. Financial...
NasdaqGS:SLM
NasdaqGS:SLMConsumer Finance

SLM Lawsuits Put Loan Delinquencies And Valuation Discount In Focus

Multiple investor rights law firms have filed securities fraud class action lawsuits against SLM Corporation (NasdaqGS:SLM). The suits allege SLM made false or misleading statements about early stage loan delinquencies and the effectiveness of its loss mitigation programs. These cases focus on whether investors were adequately informed about credit quality trends and related risk management. SLM shares most recently closed at $27.85, with the stock up 5.6% over the past week and 94.5% over...
NYSE:BK
NYSE:BKCapital Markets

How BNY’s Leadership Realignment and F1 Partnership Will Impact Bank of New York Mellon (BK) Investors

In recent days, Bank of New York Mellon Corporation announced executive leadership changes to unify its wealth solutions and markets businesses, alongside an initiative promoting AI and digital upskilling for community bank executives. Separately, BNY revealed a long-term partnership with the Williams F1 Team, creating a global platform that links its capital markets footprint with the sport’s expanding international fan and client base. We’ll now examine how BNY’s leadership realignment...
NYSE:HLIO
NYSE:HLIOMachinery

Helios CODESYS OpenView Update Meets Fair Value And Momentum Story

Helios Technologies expanded its OpenView™ display platform with integrated CODESYS® functionality. The update gives industrial customers new interoperability options and remote monitoring capabilities for their equipment. The move targets OEMs and system integrators that already use CODESYS® in their control architectures. For investors watching NYSE:HLIO, this product update sits alongside a share price of $70.73 and recent momentum, with the stock up 10.4% over the past week, 25.7% over...
NYSE:PFSI
NYSE:PFSIDiversified Financial

A Look At PennyMac Financial Services (PFSI) Valuation After Disappointing Q4 Results And Rising Legal Scrutiny

Why PennyMac’s recent quarter has drawn so much attention PennyMac Financial Services (PFSI) surprised the market with fourth quarter 2025 results that included a substantial drop in servicing segment pretax income, triggering a sharp stock sell off and fresh legal scrutiny. See our latest analysis for PennyMac Financial Services. That sharp post earnings sell off sits on top of already weaker momentum, with a 7 day share price return of 34.63% and a 30 day share price return of 28.44% at a...
NYSE:CNC
NYSE:CNCHealthcare

Is Centene (CNC) Offering An Opportunity After A 33% One Year Share Price Decline

If you are looking at Centene and wondering whether the recent share price puts it on sale or not, this article walks through what the current price may or may not be offering you in terms of value. The stock recently closed at US$40.96, with returns of a 2.2% decline over 7 days, an 8.3% decline over 30 days, a 2.0% decline year to date, a 32.6% decline over 1 year, a 43.8% decline over 3 years and a 32.9% decline over 5 years, which may catch the eye of investors weighing risk and...
NasdaqGS:HLNE
NasdaqGS:HLNECapital Markets

Hamilton Lane (HLNE) Margin Resilience Underpins Q3 EPS Dip And Tests Premium P/E Narrative

Hamilton Lane (HLNE) has wrapped up Q3 2026 with total revenue of US$198.6 million and basic EPS of US$1.40, underpinned by net income of US$58.4 million. This gives investors a clear read on the latest quarter’s profitability. Over recent periods, the company has seen quarterly revenue move from US$149.9 million in Q2 2025 to US$190.9 million in Q2 2026 and US$198.6 million in Q3 2026. Basic EPS has ranged from US$1.24 in Q4 2025 to US$1.71 in Q2 2026 and US$1.40 in the latest quarter,...
NYSE:COUR
NYSE:COURConsumer Services

How Coursera’s Upcoming Earnings Test (COUR) Has Changed Its Investment Story

Online learning platform Coursera (NYSE:COUR) recently announced it will report quarterly results on Thursday afternoon, following a prior quarter in which it exceeded analysts’ revenue and EBITDA expectations. With analysts now forecasting year-on-year revenue growth of 7% and adjusted earnings of US$0.06 per share, the upcoming report has become a focal point for how investors assess Coursera’s ability to sustain its operating momentum. We’ll now examine how Coursera’s anticipated revenue...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

Is Zoom (ZM) Quietly Recasting Its Moat Through AI Partnerships Like Vizrt and Anthropic?

In early February 2026, Vizrt announced two new AI-powered solutions, InteractifAI and CaptivAIte, developed in partnership with Zoom to enhance visual engagement in Zoom-based corporate communications such as product launches, training webinars, and town halls. This builds on Zoom’s recent AI focus, including its US$51 million investment in Anthropic and deeper integration of advanced video technologies like NDI, highlighting how third-party innovation is increasingly woven directly into...
NYSE:ZTO
NYSE:ZTOLogistics

ZTO Express Weighs $1.5b Convertible Bonds Against Share Repurchases

ZTO Express (Cayman) Inc. (NYSE:ZTO) completed a US$1.5 billion convertible bond offering. The company paired this with a substantial share repurchase through privately negotiated transactions. The combined actions reflect a significant capital structure and capital return move beyond regular earnings updates. ZTO Express, a major player in China’s parcel delivery market, operates at the intersection of e commerce activity and logistics demand. For investors, the new convertible bond and...
NYSE:MSGS
NYSE:MSGSEntertainment

How Investors May Respond To Madison Square Garden Sports (MSGS) Expanding Infosys-Branded, AI-Driven Fan Experiences

On February 2, 2026, Infosys and the MSG Family of Companies extended their partnership, renaming the 5,600-seat Theater at Madison Square Garden as the Infosys Theater and expanding Infosys branding and digital innovation roles across properties including the New York Knicks, New York Rangers, Madison Square Garden and MSG Networks. The agreement deepens Infosys’ integration into MSG’s venues and media platforms, pairing prominent naming rights with AI-driven fan-experience technology...
NYSE:CRCL
NYSE:CRCLSoftware

Circle Tie Up Highlights USDC Use As Shares Screen Undervalued

Hecto Financial is integrating with Circle Payments Network to support regulated global cross border stablecoin payments using USDC. The partnership aims to offer faster and more secure international transfers to institutions and enterprises, including in South Korea. Hecto previously joined Circle's Arc blockchain testnet, and this move extends that work into live payment services. Circle Internet Group (NYSE:CRCL) is drawing attention as it connects its payments infrastructure with...
NasdaqGS:PLAB
NasdaqGS:PLABSemiconductor

Why Photronics (PLAB) Is Down 5.6% After Raising 2026 Capex Guidance And Beating EPS Estimates

In its latest reported quarter, Photronics, Inc. delivered adjusted EPS of US$0.60 versus US$0.45 expected on revenue of US$216,000,000, and sharply raised its 2026 capital expenditure guidance to US$330,000,000 from around US$190,000,000 in 2025. Management also highlighted Photronics’ position as the only U.S.-headquartered producer of trusted photomasks with the country’s only commercial high-end trusted mask facility, underscoring the company’s geopolitical importance in semiconductor...
NasdaqGS:ADEA
NasdaqGS:ADEASoftware

What Adeia (ADEA)'s Executive Team Reshuffle Means For Shareholders

Adeia Inc. recently reshaped its executive leadership team, appointing Craig Mitchell as chief semiconductor officer, elevating Dr. Mark Kokes to chief revenue officer, naming Bill Thomas chief strategy officer, and confirming the upcoming departure of semiconductor licensing head Dana Escobar in March 2026. This refresh concentrates seasoned IP and semiconductor experts in roles directly responsible for technology vision, licensing revenues, and long-term corporate direction, signaling an...
NYSE:MC
NYSE:MCCapital Markets

Assessing Moelis (MC) Valuation After Mixed Recent Share Price Returns

Moelis stock snapshot after recent performance Moelis (MC) has drawn investor attention after a recent mix of returns, with the share price last closing at US$70.89 and showing a month decline alongside a gain over the past 3 months. For context, the stock shows a 1 day return of 2.18%, with a 7 day decline of 2.76% and a 1 year total return decline of 7.38%. Over 3 years and 5 years, total returns of 73.02% and 74.93% highlight how different holding periods have produced very different...
NYSE:AUB
NYSE:AUBBanks

Why Atlantic Union Bankshares (AUB) Is Up 5.9% After Stronger 2025 Results And Steady Dividends

Atlantic Union Bankshares recently reported stronger fourth-quarter and full-year 2025 results, highlighted by higher net interest income and net income, sharply lower net charge-offs, and the Board’s decision to maintain a quarterly common dividend of US$0.37 per share while declaring the regular Series A preferred dividend. Alongside these results, the company issued 2026 net interest income guidance and reiterated its growth and acquisition plans, signaling how management is aligning...
NYSE:SAFE
NYSE:SAFESpecialized REITs

Is Morgan Stanley’s SAFE Downgrade Reframing How Investors View Safehold’s Earnings Quality and Caret Value?

In early February 2026, Morgan Stanley downgraded Safehold Inc., pointing to tenant litigation, fee income uncertainty linked to Star Holdings, slow origination activity, and a high dividend payout ratio as key concerns. This shift in analyst stance raises questions about the stability of Safehold’s earnings mix and the timing of value realization from its Caret interests. Next, we’ll examine how these concerns around tenant litigation and earnings quality may reshape Safehold’s broader...
NYSE:KMT
NYSE:KMTMachinery

Kennametal (KMT) Margin Improvement In Q2 2026 Challenges Slower Growth Narrative

Kennametal (KMT) has just posted Q2 2026 results with revenue of US$529.5 million and EPS of US$0.44, while the trailing twelve months show revenue of about US$2.0b and EPS of roughly US$1.44 as earnings growth of 14.6% has come through with a net margin of 5.4% versus 4.8% the prior year. The company has seen quarterly revenue move from US$482.1 million in Q2 2025 to US$529.5 million in Q2 2026, with quarterly EPS shifting from US$0.23 to US$0.44 over the same period. This puts the focus...
NYSE:NGL
NYSE:NGLOil and Gas

NGL Energy Partners (NGL) Profitability Flip Challenges Bearish Narratives Despite Revenue Compression

NGL Energy Partners (NGL) has reported Q3 2026 revenue of US$263.7 million and basic EPS of US$0.38, with net income from continuing operations of US$47.2 million. The partnership has seen quarterly revenue move from US$1.55 billion in Q3 2025 to US$971.1 million in Q4 2025, US$622.2 million in Q1 2026, US$674.7 million in Q2 2026, and US$263.7 million in the latest quarter. Basic EPS has moved from a loss of US$0.18 in Q2 2025 to a profit of US$0.38 in Q3 2026, while trailing twelve month...