U.S. Banks Stock News

NYSE:CUBE
NYSE:CUBESpecialized REITs

CubeSmart (CUBE) Margin Compression Challenges Income Focus Narrative After FY 2025 Results

CubeSmart (CUBE) has just wrapped up FY 2025 with fourth quarter revenue of US$282.7 million and basic EPS of US$0.34, while trailing twelve month revenue sits at US$1.1 billion and EPS at US$1.46, giving investors a clear read on the top and bottom line heading into the new year. Over recent periods, the company has seen revenue move from US$268.5 million and EPS of US$0.45 in Q4 2024 to US$282.7 million and EPS of US$0.34 in Q4 2025, alongside trailing twelve month EPS shifting from US$1.73...
NYSE:GL
NYSE:GLInsurance

Is Globe Life (GL) Still Attractive After Recent Share Price Gains?

Investors may be wondering whether Globe Life's current share price lines up with its underlying value, or if the market is missing something important. Globe Life shares last closed at US$145.26, with returns of 0.6% over 7 days, 4.8% over 30 days, 4.9% year to date, 14.9% over 1 year, 23.6% over 3 years and 55.7% over 5 years, giving investors plenty of price history to weigh against fundamentals. Recent coverage of Globe Life has focused on how the stock is priced relative to its peers...
NasdaqGS:CDW
NasdaqGS:CDWElectronic

A Look At CDW (CDW) Valuation After Q4 Earnings Beat And Cloud AI Growth Outlook

CDW (CDW) shares have attracted fresh attention after the company reported Q4 results that topped analyst revenue and earnings estimates, paired with strong cash generation and increased confidence around cloud, AI, and cybersecurity demand. See our latest analysis for CDW. Despite the upbeat Q4, CDW’s recent share price performance has been weak, with a 90 day share price return decline of 14.96% and a 1 year total shareholder return decline of 30.02%, suggesting sentiment has cooled even as...
NYSE:UWMC
NYSE:UWMCDiversified Financial

Is UWM Holdings (UWMC) Pricing In Too Much After Recent Share Price Weakness

If you are wondering whether UWM Holdings at US$4.41 is a bargain or a value trap, you are not alone. This article walks through what the current share price might be implying. The stock has seen a 4.5% decline over the last 7 days, a 25.1% decline over the past month, is flat year to date at 0.0%, has a 24.1% decline over 1 year, a 12.6% return over 3 years, and a 27.0% decline over 5 years, which can change how investors think about both risk and potential upside. Recent moves in UWM...
NYSE:PK
NYSE:PKHotel and Resort REITs

Park Hotels Ties Finance And Operations With Sean Dell’Orto Promotion

Park Hotels & Resorts (NYSE:PK) has appointed Sean M. Dell’Orto as Chief Operating Officer, adding to his existing roles as Chief Financial Officer and Treasurer. The expanded role gives Dell’Orto broader oversight of operations alongside his current finance responsibilities. For Park Hotels & Resorts, which last closed at $11.31, this leadership shift puts one executive at the center of both financial and operational decisions. The stock shows mixed performance, with a 5.4% return over the...
NasdaqGS:IMCR
NasdaqGS:IMCRBiotechs

Is It Time To Reassess Immunocore (IMCR) After Recent Biotech Progress And Valuation Signals

If you are wondering whether Immunocore Holdings is priced attractively right now, this article will walk through how its current share price stacks up against several valuation checks. The stock last closed at US$32.30, with a 10.0% return over the past year but declines of 1.2% over 7 days, 2.5% over 30 days and 4.4% year to date. These movements can change how investors think about both upside potential and risk. Recent news around Immunocore has focused on its position within the...
NasdaqCM:XPEL
NasdaqCM:XPELAuto Components

Is It Time To Reassess XPEL (XPEL) After Recent Share Price Pullback?

If you are wondering whether XPEL at around US$42.62 is still reasonably priced or already stretching its value, this article is for you. The stock has had a mixed run, with a 27.5% gain over the past year but declines of 16.8% over 7 days, 18.4% over 30 days, and 15.2% year to date, which may change how you think about risk and reward here. Recent coverage has focused on XPEL's position in automotive protection products and how investors are reacting to that story. This helps frame these...
NYSE:IBP
NYSE:IBPConsumer Durables

A Look At Installed Building Products (IBP) Valuation After Strong Recent Shareholder Returns

Installed Building Products (IBP) has attracted fresh attention after recent share price moves, with the stock last closing at $327.76. Investors are weighing this level against the company’s recent returns and current valuation signals. See our latest analysis for Installed Building Products. The latest move to $327.76 comes after a 22.55% year to date share price return and a 94.55% total shareholder return over the past year, which some investors may be reassessing against current...
NasdaqGS:ZD
NasdaqGS:ZDInteractive Media and Services

Ziff Davis Refocuses On Core Business As RetailMeNot Bets On Cash Back

RetailMeNot, a Ziff Davis (NasdaqGS:ZD) company, has launched a Guaranteed Cash Back program that offers assured and stackable rewards for shoppers. Ziff Davis completed its exit from the Games Publishing business in Q4 2025, refocusing on its core operations. For you as an investor, these moves sit at the heart of what Ziff Davis does today: a mix of digital media, subscription based services, and advertising supported platforms. RetailMeNot’s Guaranteed Cash Back program reflects how...
NYSE:BMY
NYSE:BMYPharmaceuticals

Bristol-Myers Squibb Cancer Advances Test Valuation Gap For Investors

Bristol-Myers Squibb (NYSE:BMY) and SystImmune report highly positive Phase 3 interim results for izalontamab brengitecan in advanced triple-negative breast cancer. The trial shows significant gains in progression-free survival and overall survival for patients in a hard-to-treat cancer setting. The FDA accepts the new drug application for iberdomide for multiple myeloma, granting Breakthrough Therapy Designation and Priority Review. Iberdomide is described as a first-in-class cereblon E3...
NasdaqGS:VIAV
NasdaqGS:VIAVCommunications

Is It Time To Reassess Viavi Solutions (VIAV) After Its Recent Share Price Surge

If you are wondering whether Viavi Solutions' share price still lines up with its fundamentals, this article will walk through what the current market price might be implying about value. At a last close of US$29.71, the stock has recent returns of 7.9% over 7 days, 41.3% over 30 days, 63.7% year to date, 165.7% over 1 year and 177.4% over 3 years, compared with 91.2% over 5 years. Recent news coverage has focused on Viavi Solutions' position within communications test and measurement and...
NYSE:AYI
NYSE:AYIElectrical

A Look At Acuity Brands (AYI) Valuation After Strong Earnings And Cautious Guidance

Acuity (AYI) is back in focus after reporting a strong quarter, with revenue up 20.2% year on year and EBITDA and adjusted operating income ahead of estimates. However, the stock has fallen since earnings. See our latest analysis for Acuity. The recent pullback, including a 17.7% 3 month share price decline and year to date share price return of negative 19.2%, contrasts with a 5 year total shareholder return of 142.2%. This suggests long term momentum while shorter term sentiment has cooled...
NasdaqGS:FORM
NasdaqGS:FORMSemiconductor

FormFactor (FORM) Valuation Check After Sector Pullback Linked To Nvidia Earnings Reaction

What triggered the latest move in FormFactor shares FormFactor (FORM) recently dropped alongside a wider pullback in semiconductor stocks after investors sold on Nvidia’s earnings news, even though the report itself and guidance were described as strong. For you as a shareholder or watcher of the name, this kind of sector driven move raises a practical question: how much of FORM’s volatility reflects broader AI and chip sentiment versus anything specific to the company? See our latest...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Costco Tariff Refund Fight Puts Capital Allocation In New Focus

Costco Wholesale (NasdaqGS:COST) is pursuing legal action to recover tariffs paid on certain imports after the U.S. Supreme Court struck down parts of tariffs imposed during the Trump administration. The company is seeking refunds that could affect its cash position and has drawn attention to how any recovered amounts might be used, including discussion of potential special dividends. Emerging class-action lawsuits are also looking at whether consumers should share in any refunded tariffs,...
NasdaqGS:CMCSA
NasdaqGS:CMCSATelecom

Comcast Tests Quantum Routing While Shares Trade Below Analyst Value Estimates

Comcast (NasdaqGS:CMCSA), Classiq and AMD completed a trial using quantum and advanced classical computing for network routing resilience. The project focused on keeping Internet traffic flowing during maintenance and unexpected network issues. The trial explored quantum algorithms to support faster rerouting decisions across Comcast’s infrastructure. For you as an investor, this sits at the intersection of Comcast’s core broadband and telecom operations and emerging computing tools. As...
NYSE:EME
NYSE:EMEConstruction

EMCOR Group (EME) Is Down 10.8% After Record 2025 Results And 2026 Guidance Update – Has The Bull Case Changed?

In February 2026, EMCOR Group reported fourth-quarter 2025 sales of US$4,513.12 million and net income of US$434.61 million, contributing to full-year sales of US$16.99 billion and net income of US$1.27 billion, alongside the completion of its U.K. exit and the acquisition of Miller Electric. The company paired these record results with 2026 guidance calling for revenues of US$17.75 billion to US$18.50 billion and diluted EPS of US$27.25 to US$29.25, setting expectations for performance...
NYSE:SGHC
NYSE:SGHCHospitality

Super Group Reshapes Profile With ZAR Supercoin Tech Shift And Dividend

Super Group (NYSE:SGHC) launched the ZAR Supercoin digital payment product in South Africa, expanding beyond its core betting operations. The company received final regulatory approval for the Apricot transaction, which allows it to bring its Sportsbook technology fully in-house. Management raised the annual dividend target alongside updates on record multi regional growth and exits from the US market. Super Group, trading at $10.7, has a reported 3 year return of 196.6% and a 1 year return...
NasdaqGM:CRMD
NasdaqGM:CRMDPharmaceuticals

CorMedix Expands With Melinta Buy As Valuation Gap Draws Attention

CorMedix (NasdaqGM:CRMD) has agreed to acquire Melinta Therapeutics, adding seven approved therapies to its commercial portfolio. The transaction expands CorMedix's presence in hospital and acute care settings through a broader anti infective offering. The deal marks a shift from a single product focused model toward a multi asset commercial platform. For you as an investor, CorMedix has largely been known for its focus on infection prevention products in high risk settings. By bringing...
NasdaqGS:DNUT
NasdaqGS:DNUTHospitality

Assessing Krispy Kreme (DNUT) Valuation After The New Oreo Doughnut Collection Launch

Krispy Kreme (DNUT) is back in the spotlight after expanding its collaboration with the Oreo brand, rolling out a limited time cookie themed doughnut collection that sits alongside its recent earnings release. See our latest analysis for Krispy Kreme. The Oreo collaboration and recent earnings update come after a sharp rebound in the short term, with a 7 day share price return of 23.76% and 30 day share price return of 18.67%. However, this sits against a 1 year total shareholder return...
NYSE:FLR
NYSE:FLRConstruction

The Bull Case For Fluor (FLR) Could Change Following 2025 Loss, Buybacks And NuScale Exit – Learn Why

In February 2026, Fluor Corporation reported fourth-quarter 2025 revenue of US$4,175 million with a net loss of US$1,574 million, and a full-year 2025 net loss of US$51 million, after previously reporting net income in the prior year. At the same time, Fluor completed a long-running share repurchase program totaling US$2.98 billions and is working to reshape its risk profile by exiting its majority stake in NuScale Power while maintaining a US$25.5 billions project backlog. Next, we'll...
NYSE:CIM
NYSE:CIMMortgage REITs

Is Thornburg’s Larger Stake in Chimera Investment (CIM) Altering the Institutional Case for the Stock?

On December 31, 2025, Thornburg Investment Management Inc. increased its position in Chimera Investment Corp by acquiring 250,000 additional shares, lifting its holding to more than 5.2 million shares and 6.34% of Thornburg’s total Chimera allocation. This expansion of a major institutional position highlights strengthening professional investor interest in Chimera Investment, even as the company continues to work through financial challenges. Next, we’ll examine how Thornburg’s larger...
NYSE:KBH
NYSE:KBHConsumer Durables

Assessing KB Home (KBH) After Strong Multi‑Year Share Price Gains

If you are wondering whether KB Home is priced attractively or already reflects most of its potential, this article is designed to walk you through what the numbers currently suggest about its value. The stock recently closed at US$63.58, with returns of 9.7% over the past month and 11.4% year to date, while the past 3 years show an 86.0% return and the last 5 years show 61.2%. Short term moves such as a 2.6% decline over the past week sit alongside a 6.0% return over the last year. This...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

The Bull Case For Applied Materials (AMAT) Could Change Following Sector Jitters After Nvidia Earnings And AI Forums

In the past week, Applied Materials presented at the SPIE Advanced Lithography and Patterning Conference in San Jose and at Bernstein’s “What’s Next in Tech?” forum in California, highlighting its role in AI-driven semiconductor manufacturing and investor communications. At the same time, sector-wide pressure following Nvidia’s earnings, Broadcom’s 2nm chip milestone, and continued focus on AI and advanced nodes underscored how broader semiconductor sentiment can move Applied Materials’...
NasdaqGM:TNDM
NasdaqGM:TNDMMedical Equipment

Assessing Tandem Diabetes Care (TNDM) Valuation After A Strong Recent Share Price Run

Tandem Diabetes Care (TNDM) has been drawing investor attention after a strong month, with the share price returning about 32% over that period and roughly 20% in the past 3 months. See our latest analysis for Tandem Diabetes Care. Against that backdrop, Tandem Diabetes Care’s 32.4% 1 month share price return and 17.4% year to date share price return contrast with a 14.3% 1 year total shareholder return and weaker 3 and 5 year total shareholder returns. This points to momentum building...