U.S. Banks Stock News

NasdaqGS:SWKS
NasdaqGS:SWKSSemiconductor

Will Skyworks' (SWKS) Steady Dividend and Big Buyback Amid Softer Earnings Recast Its Investment Narrative?

In early February 2026, Skyworks Solutions reported first-quarter sales of US$1,035.4 million and net income of US$79.2 million, affirmed a US$0.71 per-share dividend payable in March 2026, and confirmed that its February 2025 buyback program had retired 12,695,909 shares for US$837.68 million. Together, resilient dividend payments and a completed, sizable share repurchase underscore management’s emphasis on returning cash to shareholders, even as recent quarterly earnings show pressure on...
NYSE:ALG
NYSE:ALGMachinery

Assessing Alamo Group (ALG) Valuation After Recent Share Price Momentum

Recent share performance and business snapshot Alamo Group (ALG) has drawn investor attention after recent share price moves, with the stock showing a roughly 8% gain over the past month and about 31% over the past 3 months. The Seguin, Texas based equipment maker reports annual revenue of US$1.62b and net income of US$116.37m, reflecting its position in vegetation management and infrastructure maintenance across governmental, industrial, and agricultural markets worldwide. See our latest...
NYSE:BHC
NYSE:BHCPharmaceuticals

Bausch Health CFO To Address Debt And Growth Priorities At J.P. Morgan Conference

Bausch Health Companies (NYSE:BHC) management, including the CFO, is scheduled to participate in the upcoming J.P. Morgan Global Leveraged Finance Conference. The company plans to engage with investors and discuss its overall direction and priorities at the event. This appearance offers a direct forum for NYSE:BHC leadership to address the investment community and respond to questions. Bausch Health Companies, listed on the NYSE under the ticker BHC, operates across pharmaceutical and...
NasdaqGM:HRMY
NasdaqGM:HRMYPharmaceuticals

Harmony Biosciences Gains Pediatric WAKIX Approval As Valuation Draws Attention

Harmony Biosciences Holdings (NasdaqGM:HRMY) received FDA approval for WAKIX (pitolisant) tablets to treat cataplexy in pediatric patients with narcolepsy. The decision expands WAKIX into pediatric use and makes it the first and only non scheduled treatment option across both pediatric and adult patients, with or without cataplexy. The company is also pursuing pediatric exclusivity for WAKIX, which could influence its position in this indication. For investors watching Harmony Biosciences...
NasdaqGS:WERN
NasdaqGS:WERNTransportation

Is Werner Enterprises (WERN) Pricing Reflect Recent Trucking Demand Concerns Or Leave Upside Potential

Wondering if Werner Enterprises at around US$33.74 is offering fair value right now, or if the current price is leaving some opportunity on the table for patient investors. The stock has been fairly mixed, with a 3.4% decline over the last 7 days, a 1.8% gain over 30 days, and returns of 10.2% year to date but a 1.8% decline over the past year and deeper falls over 3 and 5 years. Recent headlines around Werner have largely centered on broader trucking industry conditions and freight demand...
NYSE:TOL
NYSE:TOLConsumer Durables

The Bull Case For Toll Brothers (TOL) Could Change Following Its Broad Luxury Community Rollout

Toll Brothers, Inc. recently expanded its luxury footprint across the U.S., unveiling and opening new communities and model homes in markets including Houston, Dallas, Nashville, Las Vegas, Lake Las Vegas, Jacksonville, Ponte Vedra, Atlanta, suburban Philadelphia, Raleigh, and Charlotte, with prices ranging from the mid‑US$400,000s to about US$1.58 million and above. By layering master‑planned communities, age‑restricted projects, urban condos, and high‑end enclaves onto its existing base,...
NYSE:AIR
NYSE:AIRAerospace & Defense

AAR Names Dylan Wolin CFO As Investors Weigh Capital Allocation Path

AAR (NYSE:AIR) has appointed Dylan Wolin as its new Chief Financial Officer. Wolin brings prior executive experience from Federal Signal Corporation and The Boeing Company. He previously led AAR’s corporate development and acquisitions efforts. AAR (NYSE:AIR) is drawing attention with this leadership change at the finance helm, coming at a time when the stock is trading at $113.54. The company’s shares show strong share price momentum, with returns of 34.4% year to date, 74.6% over 1 year,...
OTCPK:FNMA
OTCPK:FNMADiversified Financial

Federal National Mortgage Association (FNMA) Is Down 5.8% After 2025 Earnings Decline And Capital Strains - Has The Bull Case Changed?

Federal National Mortgage Association (Fannie Mae) reported full-year 2025 net income of US$14.36 billion, down from US$16.98 billion in 2024, alongside its recently filed 10-K detailing performance through December 31, 2025. The 10-K underscored ongoing capital adequacy pressures tied to Fannie Mae’s conservatorship and highlighted both technology investment plans and regulatory risks shaping its role in the mortgage market. Next, we’ll examine how the earnings decline and continued capital...
NasdaqGS:STX
NasdaqGS:STXTech

A Look At Seagate (STX) Valuation After Strong AI Driven Earnings Beat

Seagate Technology Holdings (STX) drew fresh investor attention after reporting quarterly revenue and earnings above analyst expectations, with management highlighting demand for high capacity storage tied to AI workloads and data center expansion. See our latest analysis for Seagate Technology Holdings. At a latest share price of $415.94, Seagate’s short term share price return has been strong, with a 27.5% 30 day gain and 60.51% 90 day gain, while the 1 year total shareholder return of over...
NasdaqGS:RELY
NasdaqGS:RELYDiversified Financial

Remitly’s Earnings Test of Sustained Growth and Softer Guidance Might Change The Case For Investing In RELY

Earlier this week, online money transfer platform Remitly Global (NASDAQ: RELY) announced it would release its latest earnings results after Wednesday’s market close, following a prior quarter in which revenue rose 24.7% year on year and active customers reached 8.9 million, up 21.9% year on year. The upcoming report will test whether Remitly can sustain this recent pace of revenue and customer growth while addressing slightly softer revenue guidance that previously fell short of analyst...
NYSE:DOCS
NYSE:DOCSHealthcare Services

A Look At Doximity’s Valuation As Analyst Optimism And Buybacks Follow Quarterly Results

Why Doximity’s latest earnings and buyback matter now Doximity (DOCS) just paired its recent quarterly earnings with updated guidance and a sizeable share repurchase plan. This combination has caught analysts’ attention and reset the conversation around the stock. The company reported third quarter sales of US$185.05 million and net income of US$61.56 million, alongside updated fiscal 2026 revenue guidance and a new US$500 million buyback authorization on top of already completed...
NYSE:CRCL
NYSE:CRCLSoftware

Is It Time To Reconsider Circle Internet Group (CRCL) After Its NYSE Listing And Price Swings

If you are trying to work out whether Circle Internet Group is attractively priced or not, the key question is how its current share price lines up with the value of the business behind it. The stock last closed at US$61.62, and recent returns have been mixed, with a 3.1% gain over the past week but declines of 21.6% over 30 days and 26.2% year to date. Recent coverage around Circle has focused on its position as a major player behind USD Coin and its listing on the NYSE under the ticker...
NasdaqGS:PFG
NasdaqGS:PFGInsurance

A Look At Principal Financial Group (PFG) Valuation After Dividend Hike And Major Share Repurchases

Principal Financial Group (PFG) is back on income investors’ radar after announcing a higher first quarter cash dividend and confirming substantial recent share repurchases, even as full year 2025 revenue and net income declined year over year. See our latest analysis for Principal Financial Group. The stock has been firming up, with the latest share price at $91.98 and a 90 day share price return of 10.67%. The 1 year total shareholder return of 10.33% and 5 year total shareholder return of...
NasdaqGS:MGRC
NasdaqGS:MGRCTrade Distributors

A Look At McGrath RentCorp (MGRC) Valuation After Barclays’ Positive Initiation And Rising Investor Interest

Barclays’ recent initiation on McGrath RentCorp (MGRC) with a positive stance, combined with a Moderate Buy consensus and rising institutional ownership, has pushed this rental specialist onto more investors’ watchlists. See our latest analysis for McGrath RentCorp. McGrath RentCorp’s share price has had a firm run, with a 21.83% 90 day share price return and 6.23% 30 day share price return at a last close of US$116.98. The 1 year total shareholder return of a 2.63% decline contrasts with a...
NasdaqGS:ACGL
NasdaqGS:ACGLInsurance

Assessing Arch Capital Group (ACGL) Valuation After Record Results And Analyst Upgrades

Why the latest earnings matter for Arch Capital Group (ACGL) Arch Capital Group (ACGL) is back in focus after reporting fourth quarter revenue of US$4.9b and net income of US$1.2b, alongside record full year results and an active share repurchase program. See our latest analysis for Arch Capital Group. The strong fourth quarter and full year performance, together with an active buyback where Arch Capital Group repurchased 8.9 million shares in the latest tranche, appears to sit alongside...
NYSE:L
NYSE:LInsurance

Is It Time To Reassess Loews (L) After Its Strong Multi Year Share Price Run?

If you are wondering whether Loews at around US$110.49 is offering good value today, you are not alone. This article is designed to help you frame that question clearly. The stock has returned 0.5% over the last 7 days, 7.8% over 30 days, 5.6% year to date, 32.8% over 1 year, 83.4% over 3 years and 122.8% over 5 years. This naturally raises questions about what is already priced in and how much risk the market is currently assigning to the shares. Recent news coverage around Loews has...
NYSE:AMCR
NYSE:AMCRPackaging

The Bull Case For Amcor (AMCR) Could Change Following Its Post‑Berry Free Cash Flow Pivot And Dividend Hike

In early February 2026, Amcor’s board declared a quarterly cash dividend of US$0.65 per share (A$0.93 per CDI) and reported second-quarter sales of US$5,449 million and net income of US$177 million for the period ended December 31, 2025. The company’s higher dividend and earnings release came alongside management’s emphasis on growth opportunities, free cash flow generation, and portfolio reshaping following the Berry acquisition. Against this backdrop, we’ll now examine how Amcor’s...
NYSE:UBER
NYSE:UBERTransportation

Does Uber’s European Delivery Expansion And Getir Deal Change The Bull Case For Uber (UBER)?

In recent weeks, Uber Technologies, Inc. has moved to expand its food delivery operations into Austria, Denmark, Finland, Norway, the Czech Republic, Greece, and Romania, while also agreeing to acquire Getir's Turkish delivery business to strengthen its regional footprint. Together, these steps signal a push to scale Uber's Delivery segment across Europe by targeting new demand pools and consolidating fragmented local competition. Next, we’ll examine how this European delivery push and the...
NasdaqGS:SONO
NasdaqGS:SONOConsumer Durables

Does Sonos' (SONO) Profit Jump and Buyback Hint at a New Capital Allocation Play?

In early February 2026, Sonos, Inc. reported first-quarter results showing sales of US$545.66 million, slightly lower than a year earlier, while net income rose to US$93.8 million and diluted earnings per share from continuing operations increased to US$0.75. Over the same period, Sonos also completed a previously announced share repurchase program totaling 3,010,242 shares for US$45.36 million, underscoring management’s focus on returning capital to shareholders alongside improving...
NasdaqGS:RPRX
NasdaqGS:RPRXPharmaceuticals

Stronger 2026 Guidance, Buybacks, and Manager Shift Might Change The Case For Investing In Royalty Pharma (RPRX)

In February 2026, Royalty Pharma plc reported fourth-quarter 2025 revenue of US$622 million and full-year 2025 revenue of US$2.38 billion, alongside full-year net income of US$770.95 million and the completion of a US$1.23 billion buyback program that retired 37.41 million shares. The company also issued 2026 Portfolio Receipts guidance of US$3.28–3.43 billion and highlighted the benefits of internalizing its external manager, pointing to lower costs and tighter alignment between operations...
NasdaqGS:REYN
NasdaqGS:REYNHousehold Products

Will Reynolds' Flat 2026 Outlook and Margin Focus Reframe Reynolds Consumer Products' (REYN) Narrative?

Reynolds Consumer Products Inc. reported its full-year 2025 results with revenue of US$3.72 billion, up slightly year on year, while net income declined to US$301 million and earnings per share fell to US$1.43. Alongside these results, the company issued cautious 2026 guidance that brackets flat revenue and only modest earnings growth, underscoring a focus on protecting profitability amid competitive and cost pressures. We’ll now examine how this softer 2026 outlook, particularly the flat to...
NasdaqGS:JD
NasdaqGS:JDMultiline Retail

Europe-Wide JoyExpress Rollout Could Be A Game Changer For JD.com (JD)

In February 2026, JD.com, Inc. launched JoyExpress, a dedicated express delivery service across Europe under JINGDONG Logistics, offering same-day and next-day delivery, integrated installation for large appliances, and operations from more than 60 warehouses and depots in key markets including the UK, Germany, the Netherlands, and France. This rollout highlights JD.com's push to build its own end-to-end logistics and warehousing footprint in Europe to support the upcoming Joybuy retail...
NYSE:OLN
NYSE:OLNChemicals

Is There Now An Opportunity In Olin (OLN) After Recent Share Price Weakness

If you are wondering whether Olin's current share price reflects its true worth, this article will walk you through what the numbers are actually saying about value. Olin's shares last closed at US$23.87, with recent returns that include a 7 day decline of 8.1%, a 30 day return of 2.0%, a year to date return of 10.8%, and a 1 year decline of 12.8%, alongside 3 and 5 year declines of 57.8% and 15.5% respectively. These mixed returns have come against a backdrop of ongoing market attention on...
NasdaqGS:WDAY
NasdaqGS:WDAYSoftware

Is Workday (WDAY) Now An Opportunity After A 46% One Year Share Price Slide

If you are wondering whether Workday's current share price reflects its true worth, it helps to start by looking at what the recent returns and our valuation checks are saying side by side. The stock last closed at US$143.09, with returns of a 6.6% decline over 7 days, a 23.4% decline over 30 days, a 30.5% decline year to date and a 46.2% decline over the past year. The 3 year and 5 year returns sit at a 21.3% decline and a 45.3% decline respectively. Recent share price moves have been...