U.S. Auto Stock News

NYSE:ANET
NYSE:ANETCommunications

Arista Networks Rides AI Infrastructure Wave With Ethernet Leadership Risks

Arista Networks (NYSE:ANET) used its Q4 earnings update to highlight growing demand tied to AI infrastructure spending. Major cloud providers are stepping up networking investment to support generative AI, and Arista is supplying ultra-high-speed switching for these builds. The company emphasized its leadership in Ethernet based AI networking and its open ecosystem approach as key advantages in this cycle. Arista Networks, trading around $132.79, is increasingly tied to AI related data...
NasdaqGS:PEP
NasdaqGS:PEPBeverage

PepsiCo Bets On Gut Health And Plant Based Meals For Future Growth

PepsiCo, NasdaqGS:PEP, is rolling out Pepsi Prebiotic Cola nationwide as the first prebiotic fiber cola from a major legacy brand. The company is also entering the ready to heat plant based soup category under its Alvalle label. Both product moves are aimed at consumers looking for functional beverages and healthier meal options, including those adjusting habits alongside new weight loss drug usage. PepsiCo, which last closed at $164.94, is leaning further into health oriented products...
NYSE:KO
NYSE:KOBeverage

Coca-Cola (KO) Valuation Check After 4% Dividend Raise And New Investor Relations Leadership

Coca-Cola (KO) is back in focus after its Board approved a roughly 4% increase in the quarterly dividend, marking a 64-year streak, and appointed Todd Beiger as vice president and head of investor relations. See our latest analysis for Coca-Cola. The recent dividend hike, leadership changes and ongoing buybacks have coincided with a 15.5% year to date share price return and a 5 year total shareholder return of 89.4%, suggesting momentum has been building rather than fading. If this kind of...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

BWX Technologies Adds Space Veteran As Valuation Stays Stretched

BWX Technologies (NYSE:BWXT) has appointed Dan Jablonsky to its board of directors. Jablonsky brings experience from senior roles at Ursa Major and Maxar Technologies in the space and defense sectors. For you as an investor, this board appointment sits at the intersection of BWX Technologies’ core nuclear and defense work and the growing focus on space and national security programs. The company is already involved in high-tech government and defense contracts, and the addition of an...
NasdaqGS:ZBIO
NasdaqGS:ZBIOBiotechs

A Look At Zenas BioPharma (ZBIO) Valuation As Obexelimab Shows Strong ACTRIMS 2026 Efficacy Data

Zenas BioPharma (ZBIO) is back on investors’ radar after presenting Phase 2 MoonStone data for obexelimab in relapsing multiple sclerosis at ACTRIMS 2026, highlighting strong lesion reduction and a stable safety profile. See our latest analysis for Zenas BioPharma. The ACTRIMS update lands after a volatile stretch for Zenas BioPharma, with a 1 month share price return of 28.82% and a year to date share price decline of 24.99%. Over the past year, the company has delivered a total shareholder...
NYSE:SPOT
NYSE:SPOTEntertainment

Generation Investment Management Backs Spotify As Profitability And ESG Story Grows

Generation Investment Management, co founded by Al Gore, has taken a new position in Spotify Technology (NYSE:SPOT). The firm exited holdings in select semiconductor companies while building its stake in Spotify. The move highlights Spotify’s role in sustainability focused portfolios alongside its push into new technologies and content formats. For you as an investor, this puts fresh attention on how Spotify earns its money and where it is trying to grow next. The company runs a global...
NasdaqGS:GSAT
NasdaqGS:GSATTelecom

A Look At Globalstar (GSAT) Valuation After A 191% One Year Return And Recent Pullback

What recent performance says about Globalstar stock Globalstar (GSAT) has been relatively flat over the past week, with a small gain of 0.1%. The share price shows a 7.5% decline over the past month and is roughly unchanged over the past 3 months. See our latest analysis for Globalstar. That short term softness, including a 7.5% 30 day share price decline and a year to date share price return of 6.1% in the red, sits alongside a very large 1 year total shareholder return of about 191%. This...
NYSE:SMR
NYSE:SMRElectrical

A Look At NuScale Power (SMR) Valuation After Class Action Lawsuits Over ENTRA1 Partnership Claims

NuScale Power (SMR) is back in focus after multiple securities class action lawsuits accused the company of misleading investors about commercialization partner ENTRA1 Energy’s experience in nuclear project development, which has put its growth plans and risk profile under closer scrutiny. See our latest analysis for NuScale Power. At a share price of US$13.44, NuScale has seen a 1 month share price return of 32.02% decline and a year to date share price return of 17.60% decline, while the 1...
NYSE:LNC
NYSE:LNCInsurance

How Investors May Respond To Lincoln National (LNC) Balancing Weaker Earnings With Capital Moves And Protection Focus

In recent weeks, Lincoln National Corporation reported weaker fourth-quarter and full-year 2025 earnings, launched its protection-focused Lincoln WealthProtector Indexed Universal Life product, announced a quarterly US$0.45 dividend, and initiated a US$500 million exchange offer for its 2.330% senior unsecured notes due August 15, 2030. Together with the earlier minority stake sale to Bain Capital and capital restructuring actions, these moves highlight Lincoln’s push to strengthen its...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Rivian Automotive (RIVN) Valuation Check After Recent Share Price Weakness

Recent performance snapshot Rivian Automotive (RIVN) has drawn fresh attention after a choppy period for the stock, with a 1 day return of about a 2% decline and a 14% decline over the past week. Over the past month the share price shows a 4% decline, while the past 3 months are roughly flat, giving investors a mixed short term picture to weigh against longer term expectations. See our latest analysis for Rivian Automotive. Looking beyond the recent pullback, Rivian’s share price return is...
NYSE:GKOS
NYSE:GKOSMedical Equipment

Glaukos (GKOS) Is Up 9.9% After Issuing Robust 2026 Sales Outlook Amid Net Losses – What's Changed

In February 2026, Glaukos Corporation reported fourth-quarter 2025 sales of US$143.12 million and full-year sales of US$507.44 million, alongside a US$112.87 million intangible asset impairment and a full-year net loss of US$187.69 million. The company also issued 2026 net sales guidance of US$600 million to US$620 million, highlighting confidence in its expanding ophthalmic portfolio, including recently FDA-approved Epioxa and the growing iDose TR franchise. Now we’ll examine how this...
NasdaqGM:WLDN
NasdaqGM:WLDNProfessional Services

Does San Diego’s $112 Million Decarbonization Win Reframe the Bull Case for Willdan Group (WLDN)?

In February 2026, Willdan Group, Inc. announced it had been selected by the City of San Diego to deliver a US$112 million energy savings performance contract, covering efficiency upgrades at 40 city facilities, decarbonization at 23 sites, and modernization of 39,000 streetlights with electrification, storage, HVAC, water heating, and solar solutions. This win underscores Willdan’s role as an implementation partner for large-scale municipal decarbonization and grid-support projects, aligning...
NYSE:VVX
NYSE:VVXAerospace & Defense

Is It Too Late To Consider V2X (VVX) After Its 63% One Year Rally?

If you are wondering whether V2X is still fairly priced after its recent run, this article will help you make sense of what you are actually paying for each US$1 of the business. The stock closed at US$68.59 recently, with returns of 4.6% over 7 days, a 1.9% decline over 30 days, 23.5% year to date, and 63.0% over the past year, which can change how investors think about both upside potential and risk. Alongside these moves, recent news around V2X has focused on its position as a provider of...
NYSE:AMG
NYSE:AMGCapital Markets

A Look At Affiliated Managers Group’s Valuation As Earnings Beat Income But Miss Revenue Expectations

Affiliated Managers Group (AMG) is back in focus after its fourth quarter and full year 2025 results, which mixed strong net inflows in alternative strategies with revenue that did not meet Wall Street expectations. See our latest analysis for Affiliated Managers Group. Despite the earnings beat on net income and strong alternative inflows, AMG's recent earnings release and leadership change coincided with a sharp reset in sentiment, with a 1 day share price return of negative 10.72% and a 7...
NasdaqGS:AEP
NasdaqGS:AEPElectric Utilities

Assessing American Electric Power (AEP) After Strong 1-Year Share Price Rally

If you are wondering whether American Electric Power Company is reasonably priced after its recent run, this article walks through what the numbers actually suggest about value, not just the share price. The stock last closed at US$129.37, with returns of 10.9% over the past 30 days and 26.9% over the last year, adding to longer term returns of 60.1% over 3 years and 107.3% over 5 years. Recent coverage around American Electric Power Company has focused on its role as a large regulated...
NasdaqGS:CRUS
NasdaqGS:CRUSSemiconductor

Is It Too Late To Consider Cirrus Logic (CRUS) After Strong 12 Month Share Price Run?

If you are wondering whether Cirrus Logic stock still offers value at recent prices, this article will help you weigh what the current market is implying about the company. The shares closed at US$142.14, with returns of 11.6% over the last 30 days, 18.8% year to date and 30.3% over the past year. This performance has likely changed how some investors view both its potential and its risks. Recent attention on Cirrus Logic has focused on its role within the broader semiconductor space and how...
NYSE:CIEN
NYSE:CIENCommunications

Why Ciena (CIEN) Is Up 10.2% After Analyst Upgrades On AI-Driven Optical Demand Shift

In mid-February 2026, Ciena attracted heightened attention after multiple brokerages reiterated or upgraded their views on the company, citing stronger confidence in its optical networking business and long-term demand tied to cloud and AI infrastructure. This wave of renewed analyst conviction underscores how Ciena’s role in high-capacity optical transport for hyperscalers and global carriers is becoming increasingly central to AI-era network build‑outs. With recent analyst upgrades...
NYSE:PSA
NYSE:PSASpecialized REITs

Is PSA’s PS4.0 Pivot and CFO-to-CEO Move Altering The Investment Case For Public Storage (PSA)?

Public Storage recently reported fourth-quarter 2025 results showing revenue of US$1,215.79 million and net income of US$507.08 million, while its Board declared a regular quarterly dividend of US$3.00 per share payable on March 31, 2026, to shareholders of record on March 16, 2026. Alongside these results, the company unveiled its PS4.0 plan and announced a leadership reshuffle, with long-time CFO and Chief Investment Officer Tom Boyle becoming CEO and Joe Fisher stepping in as President...
NYSE:PGR
NYSE:PGRInsurance

How Strong Premium Growth but Softer Investment Income Will Impact Progressive (PGR) Investors

In February 2026, The Progressive Corporation reported January results showing year-over-year growth in net premiums written and earned, alongside a 10% increase in total policies in force driven by agency and direct auto segments. At the same time, several major Wall Street firms trimmed their earnings expectations and turned more cautious on Progressive’s near-term outlook after weaker-than-expected net investment income. We’ll now examine how Progressive’s solid premium and policy growth,...
NasdaqGS:COIN
NasdaqGS:COINCapital Markets

Assessing Coinbase Global (COIN) Valuation After Cybersecurity Concerns And Mixed Recent Returns

Coinbase Global (COIN) is back in focus after a volatile stretch, with the share price showing mixed short term performance, as well as longer term gains that contrast with recent negative one month and three month returns. See our latest analysis for Coinbase Global. The latest 1 day share price return of 3.3% and 7 day share price return of 4.3% sit against weaker 30 day and 90 day share price returns. The 3 year total shareholder return of about 3x suggests earlier investors have still...
NasdaqGS:SMCI
NasdaqGS:SMCITech

Super Micro Computer (SMCI) Is Up 6.2% After Hiking Revenue Outlook To US$40 Billion On AI Demand – Has The Bull Case Changed?

Earlier in February, Super Micro Computer raised its full-year revenue guidance to at least US$40.00 billion, driven by strong demand for AI servers, with more than 90% of recent quarterly revenue coming from AI platforms and supported by expansion plans such as potential AI system production in India. The upgraded outlook, combined with insider share purchases, bullish options activity, and analyst focus on margin expansion from its Data Center Building Block Solutions platform, has...
NYSE:TSM
NYSE:TSMSemiconductor

Assessing Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Momentum

Taiwan Semiconductor Manufacturing (NYSE:TSM) is back in focus after a recent share price move, with the stock closing at US$370.54. That puts recent returns and underlying financial metrics under closer investor scrutiny. See our latest analysis for Taiwan Semiconductor Manufacturing. The latest move comes on top of a 10.65% 1 month share price return and a 30.18% 3 month share price return. The 1 year total shareholder return of 88.88% and 5 year total shareholder return of 214.14% point to...
NYSE:AGO
NYSE:AGOInsurance

Assessing Assured Guaranty (AGO) Valuation As Long Term Returns Contrast With Recent Share Performance

Why Assured Guaranty Stock Is On Investors’ Radar Assured Guaranty (AGO) has attracted fresh attention after recent trading moves, with the share price at $88.39 and short term returns showing a mix of gains over the week and month, alongside a small negative past 3 months performance. See our latest analysis for Assured Guaranty. The recent 6.2% 1 month share price return, alongside a small 1 day gain, contrasts with a slightly negative year to date share price return. At the same time, 3...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

SoFi Crypto Relaunch And Vivian Tu Hire Test Valuation And Growth Story

SoFi Technologies (NasdaqGS:SOFI) relaunched its crypto platform and saw over 63,000 customers use it within 10 days. The crypto relaunch comes during challenging market conditions for digital assets. SoFi appointed personal finance influencer Vivian Tu as chief of financial empowerment. Tu’s role focuses on financial literacy, customer education, and brand engagement. SoFi sits at the intersection of digital banking, lending, and investing, so quick traction on its crypto relaunch provides...