U.S. Auto Stock News

NasdaqGS:VRNS
NasdaqGS:VRNSSoftware

A Look At Varonis Systems (VRNS) Valuation After Analyst Upgrades And AllTrue.ai Acquisition

Varonis Systems (VRNS) is back in focus after a cluster of analyst upgrades, the announced purchase of AllTrue.ai for US$125 million, and fresh earnings that topped market expectations despite ongoing securities class action lawsuits. See our latest analysis for Varonis Systems. Despite the recent analyst upgrades and the AllTrue.ai deal, Varonis' 30 day share price return of 24.34% and year to date share price return decline of 20.85%, alongside a 1 year total shareholder return decline of...
NYSE:KRC
NYSE:KRCOffice REITs

Kilroy Realty (KRC) Is Down 8.1% After 2026 Guidance And Dividend Coverage Concerns - Has The Bull Case Changed?

Kilroy Realty Corporation’s fourth-quarter 2025 results showed revenue of US$272.19 million and net income of US$12.44 million, alongside US$16.26 million in real estate asset impairments, and the company issued 2026 net income guidance of US$70.80 million to US$95.04 million (US$0.59 to US$0.79 diluted EPS). These figures, combined with concerns that its long-running dividend is not covered by free cash flow, have sharpened investor focus on cash generation and capital allocation. Next,...
NYSE:SEI
NYSE:SEIEnergy Services

Why Solaris Energy Infrastructure (SEI) Is Up 6.9% After Major AI Data Center Power Deal And What's Next

On February 12, 2026, Solaris Power Solutions, an indirect subsidiary of Solaris Energy Infrastructure, signed a Master Equipment Rental Agreement with Hatchbo to supply more than 500 megawatts of power generation equipment for AI data centers starting January 1, 2027, under a 10-year initial term with extension and early-termination provisions. A parent-company guaranty covering at least half of the future rental fees and a framework to convert the rental into a long-term power purchase...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Tesla’s High-Stakes Pivot to “Physical AI” Might Change The Case For Investing In Tesla (TSLA)

In recent months, Tesla has reported falling vehicle deliveries, sharp sales declines in key markets like the US and China, and plans to discontinue its Model S and Model X while committing over US$20 billion of 2026 capital spending toward robotaxis, Optimus humanoid robots, AI infrastructure, and large-scale solar and storage projects. These moves suggest Tesla is attempting to reinvent itself from a pure EV maker into a broad “physical AI” and energy platform company, but execution risks,...
NasdaqGS:RUN
NasdaqGS:RUNElectrical

Sunrun’s National-Scale Power Plants Reshape Grid Role And Investor Focus

Sunrun announced that its distributed power plant programs have reached national scale, with participation growing roughly fivefold. The company reported record grid support across several states during periods of peak demand and emergencies. These programs are being built in partnership with companies such as Ford, Tesla and utilities including PG&E. For investors watching Sunrun (NasdaqGS:RUN), the rapid expansion of these programs arrives after a mixed share price record. The stock last...
NYSE:ATGE
NYSE:ATGEConsumer Services

Covista Name Change Puts Focus On Governance And Future Priorities

Adtalem Global Education Inc. has changed its corporate name to Covista Inc. (NYSE:ATGE). The name change includes amendments to corporate documents to reflect the new identity. This corporate rebranding is positioned as a material update for shareholders, creditors, and business partners. Covista Inc., still trading under the ticker NYSE:ATGE, operates in the education sector, where providers are adjusting to ongoing shifts in demand for flexible learning, credentialing, and workforce...
NYSE:PINS
NYSE:PINSInteractive Media and Services

Pinterest (PINS) Valuation Check After Post Earnings Plunge And Weaker Outlook

Pinterest (PINS) is back in focus after mixed quarterly results sent shares sharply lower, as weaker than expected guidance and tariff related pullbacks from key retail advertisers raised fresh questions about growth and monetization. See our latest analysis for Pinterest. The sharp post earnings drop fits into a wider downtrend, with a 30 day share price return of 40.5% and a 1 year total shareholder return decline of 60.3%, pointing to fading momentum as advertisers reassess risk and...
NasdaqGS:PAX
NasdaqGS:PAXCapital Markets

A Look At Patria Investments (PAX) Valuation As Market Views On Growth And Pricing Diverge

Why Patria Investments Is On Investors’ Radar Today Patria Investments (PAX) is drawing fresh attention after recent trading left the shares around $13.91, with the stock showing a mixed return profile over the past year and past 3 months. See our latest analysis for Patria Investments. While the 30 day share price return of 20.15% decline and 7 day decline of 4.53% suggest fading short term momentum, the 1 year total shareholder return of 14.77% still reflects a more supportive longer term...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet’s Century Bond And AI Spend Test Long‑Term Value Case

Alphabet (NasdaqGS:GOOGL) has completed a US$32b multi currency bond sale, including a rare 100 year century bond, to fund AI infrastructure expansion. The company has received regulatory approval for its US$32b acquisition of cybersecurity firm Wiz. Alphabet also announced plans for a US$10b data center campus in Kansas City as part of its AI and cloud build out. Alphabet, the parent of Google and YouTube, sits at the center of search, online advertising and cloud computing, with AI now...
NasdaqCM:WULF
NasdaqCM:WULFSoftware

TeraWulf Rewires From Bitcoin To AI Infrastructure As Analysts Reassess

TeraWulf (NasdaqCM:WULF) is shifting its core focus from Bitcoin mining to building AI focused infrastructure. The company has sold its Bitcoin holdings and is acquiring new industrial sites intended to roughly double its power capacity. Management has lifted earnings expectations, with several major analysts updating their views on the stock. TeraWulf begins this transition with a share price of $16.26 and a very large 3 year return of about 25x, plus a 233.9% gain over the past year. Even...
NYSE:EL
NYSE:ELPersonal Products

A Look At Estée Lauder (EL) Valuation After Earnings Beat Guidance Raise And Margin Improvement

Estée Lauder Companies (EL) recently reported fourth quarter results that matched revenue expectations, raised its full year Adjusted EPS guidance, and pointed to better operating margins, even as makeup and North America trends remain pressured. See our latest analysis for Estée Lauder Companies. The share price reaction around the recent earnings, guidance update, and dividend affirmation has been mixed. A 9.32% 7 day share price return contrasts with a 5.92% 1 month share price decline and...
NYSE:MPT
NYSE:MPTHealth Care REITs

Assessing Medical Properties Trust (MPT) Valuation As Mixed Returns Follow Recent Share Price Moves

Medical Properties Trust (MPT) continues to attract attention as investors weigh its recent share performance against underlying fundamentals, including US$1,009.16m in revenue and a net loss of US$707.946m, alongside mixed total return figures across different timeframes. See our latest analysis for Medical Properties Trust. Recent trading reflects this mixed picture, with a 1 day share price return of 2.16% decline contrasted with a 30 day share price return of 4.62% and a 1 year total...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Microsoft Faces FTC Scrutiny As AI Alliances Shape Valuation Outlook

The US Federal Trade Commission is escalating its probe into Microsoft (NasdaqGS:MSFT), examining licensing, bundling, and how AI and cloud services are combined across its enterprise portfolio. Microsoft has joined other major technology companies to launch the Trusted Tech Alliance, a group focused on governance and security standards for digital infrastructure and AI. Microsoft and OpenAI are addressing national security and AI competition concerns, including questions about access to...
NasdaqGS:SNDK
NasdaqGS:SNDKTech

Sandisk Rides AI Storage Squeeze With Locked Capacity And Valuation Gap

SanDisk (NasdaqGS:SNDK) is seeing a surge in demand for its NAND flash storage tied to AI driven data center expansion. The company, now an independent pure play NAND manufacturer after its spin off from Western Digital, reports fully booked manufacturing capacity. SanDisk is rolling out new high performance NAND products while customers secure long term supply contracts, indicating sustained supply tightness. If you care about the plumbing behind AI, SanDisk (NasdaqGS:SNDK) now sits right...
NYSE:CTRE
NYSE:CTREHealth Care REITs

What CareTrust REIT (CTRE)'s Transformational 2025 and 2026 Outlook Means For Shareholders

In February 2026, CareTrust REIT reported fourth-quarter and full-year 2025 results showing sharply higher revenue and net income, alongside funds from operations (FFO) of US$104.1 million, or US$0.47 per share, and issued 2026 guidance for net income of US$1.45–US$1.50 per share and FFO of US$1.90–US$1.95 per share. The company highlighted what it called a transformational 2025, completing about US$1.80 billion of investments, entering the U.K. care home and SHOP markets, and maintaining...
NasdaqCM:LMB
NasdaqCM:LMBConstruction

Is Margin Expansion and EPS Leverage Altering The Investment Case For Limbach Holdings (LMB)?

In recent years, Limbach Holdings has reported a 6 percentage point expansion in operating margin and earnings per share growth outpacing revenue gains, reflecting more efficient operations and profitable sales mix. An interesting takeaway is that incremental sales over the past two years have been particularly profitable, with earnings per share rising at a much faster annual rate than revenue, underscoring the effectiveness of the company’s cost discipline. With this backdrop of stronger...
NasdaqGS:HWKN
NasdaqGS:HWKNChemicals

How NanoStack’s OCWD Deployment Could Reshape Hawkins’ (HWKN) Water Technology Investment Narrative

Hawkins, Inc. recently reported the successful completion of a multi-year pilot of WaterSurplus' patented NanoStack coated membranes at the Orange County Water District’s Groundwater Replenishment System, leading OCWD to install 1,050 membranes in a full reverse osmosis train treating about 5 million gallons of water per day. The pilot showed that NanoStack can materially cut membrane fouling, cleaning frequency, and energy use, highlighting how Hawkins’ water technology subsidiary may help...
NYSE:THC
NYSE:THCHealthcare

Tenet Healthcare (THC) Is Up 19.8% After Q4 Beat And Higher 2026 Profit Guidance - What's Changed

In February 2026, Tenet Healthcare reported fourth-quarter 2025 results with revenue rising to US$5,527 million and net income increasing to US$371 million, while issuing 2026 guidance that points to higher net income and earnings per share versus 2025. Beneath the headline numbers, management highlighted continued expansion of its higher-margin ambulatory surgery business and a completed Conifer Health Solutions transaction as key earnings drivers. Against this backdrop, we’ll examine how...
NasdaqGS:NMRK
NasdaqGS:NMRKReal Estate

A Look At Newmark Group (NMRK) Valuation After Winning Comstock’s Dulles Corridor Leasing Mandate

Newmark Group (NMRK) has been appointed exclusive leasing agent for Comstock’s more than 3.2 million square foot Trophy and Class A office portfolio in Northern Virginia’s Dulles Corridor, with a focus on Reston Station and Loudoun Station. See our latest analysis for Newmark Group. The appointment for Comstock’s Dulles Corridor portfolio comes after a busy February in which Newmark arranged a $415m refinancing for a 2.4m square foot grocery anchored retail portfolio and added senior...
NYSE:RH
NYSE:RHSpecialty Retail

RH (RH) Valuation Check After Softer Inflation Revives Rate Cut Expectations

Macro tailwinds and RH’s recent move RH (RH) moved after a softer January inflation reading, with shares gaining 5.4% as investors warmed to the idea of potential Federal Reserve rate cuts supporting consumer discretionary names. This macro backdrop arrived shortly after RH announced its 2026 RH Outdoor Sourcebook, a catalog of more than 420 pages of outdoor collections that reinforces the company’s focus on design, materials, and brand positioning. See our latest analysis for RH. That...
NasdaqGS:CSCO
NasdaqGS:CSCOCommunications

Cisco’s New AI Networking Push Meets Pressure From Memory Shortages

Cisco Systems (NasdaqGS:CSCO) has introduced new AI focused networking and security products, including the Silicon One G300 chip and AgenticOps for AI era operations. The launch targets data center and AI infrastructure customers that are dealing with rising operational complexity. The company is also addressing AI related security needs with expanded defense capabilities. At the same time, Cisco is dealing with higher memory costs and a global DRAM shortage that is affecting...
NasdaqCM:MBIN
NasdaqCM:MBINDiversified Financial

Merchants Bancorp Index Debut And Buyback Put Valuation In Focus

Merchants Bancorp (NasdaqCM:MBIN) has been added to multiple major S&P indices, increasing its visibility to index funds and institutional investors. The company has authorized a substantial multi year stock repurchase program, signaling a shift in capital allocation priorities. Management reports improved asset quality and record tangible book value, pointing to changes in the balance sheet profile. These developments arrive alongside insider selling activity, raising fresh questions about...
NasdaqGS:TTWO
NasdaqGS:TTWOEntertainment

Assessing Take-Two Interactive Software (TTWO) Valuation After Earnings Beat And Raised Guidance

Why Take-Two’s Latest Earnings Are Back in Focus Take-Two Interactive Software (TTWO) moved back onto investors’ radar after reporting fiscal third quarter revenue of about US$1.70b, above prior guidance, along with a smaller net loss and higher full year earnings guidance. See our latest analysis for Take-Two Interactive Software. Despite the earnings beat and raised guidance, Take-Two’s recent 30-day share price return of 19.35% and year to date share price return of 23.02% show selling...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

CoStar Adjusts Severance Plan As Activists Challenge Governance Direction

CoStar Group (NasdaqGS:CSGP) has amended its Executive Severance Plan in response to an ongoing proxy contest and related lawsuit. The changes are tied to activist investor pressure, including public engagement from D. E. Shaw over governance and potential change of control issues. The revised plan is intended to address legal risk around leadership transitions and preserve management continuity during a contested proxy process. CoStar Group, known for its commercial real estate information...