U.S. Banks Stock News

NasdaqGM:APPN
NasdaqGM:APPNSoftware

Assessing Appian (APPN) Valuation After Profit Turnaround AI Momentum And New Share Buyback

Appian (APPN) just reported fourth quarter and full year 2025 results that moved from a net loss to a small profit, paired with 2026 revenue guidance, an AI focused growth story and a new share buyback. See our latest analysis for Appian. The earnings beat, 2026 revenue guidance and new US$50 million buyback sit against a mixed share price picture, with a 1 day share price return of 3.8% and 7 day share price return of 11.4%, but a 90 day share price return decline of 32.3% and a 5 year total...
NYSE:NHI
NYSE:NHIHealth Care REITs

Is It Too Late To Consider National Health Investors (NHI) After A 93% Three Year Run?

If you are wondering whether National Health Investors is priced fairly after its recent run, or if the current share price offers value, this article focuses squarely on what you are getting for the price you pay. The stock recently closed at US$87.68, with a 1 year return of 29.2% and a 3 year return of 93.1%, alongside a 30 day return of 10.7% and a 7 day return showing a 1.2% decline. Recent attention on the senior housing and healthcare real estate space has kept National Health...
NasdaqGS:TBBK
NasdaqGS:TBBKBanks

A Look At The Bancorp (TBBK) Valuation After Its Fintech Focused 10 K Filing

The 10-K filing that put Bancorp (TBBK) in focus Bancorp (TBBK) is back on investors’ radar after its February 25 10-K filing. The report highlighted its fintech-heavy deposit base, technology and AI spending, and the concentration and regulatory risks tied to those partnerships. See our latest analysis for Bancorp. At a share price of $57.18, Bancorp has seen a 16.33% decline in its 30 day share price return and a 15.49% decline year to date. Its 3 year total shareholder return of 65.40% and...
NYSE:AXP
NYSE:AXPConsumer Finance

American Express’ New 2 World Trade Center Headquarters Could Be A Game Changer For American Express (AXP)

American Express has announced plans to build and fully occupy a new, nearly two million-square-foot global headquarters at 2 World Trade Center in Lower Manhattan by 2031, featuring flexible workspaces, extensive outdoor terraces, and targeting LEED certification with advanced, fully-electric smart-building systems. The project, which is expected to add about US$5.90 billion to New York City’s economy and US$6.30 billion to New York State while creating more than 3,200 construction-related...
NYSE:CTRA
NYSE:CTRAOil and Gas

Coterra Energy Capital Returns In Focus As Gas Recovery Watch Grows

Coterra Energy, NYSE:CTRA, is drawing fresh attention for its capital allocation, including sustained dividends and share buybacks supported by strong free cash flow. The company is emphasizing shareholder returns while maintaining a solid balance sheet and a large U.S. shale asset base with gas heavy production. This approach is coming into focus as investors watch for a potential recovery in natural gas markets. Coterra Energy, NYSE:CTRA, is back on investor radars as its capital return...
NYSE:CSTM
NYSE:CSTMMetals and Mining

The Bull Case For Constellium (CSTM) Could Change Following Strong 2025 Earnings And Major Buyback Completion

Constellium SE recently reported its fourth-quarter and full-year 2025 results, with sales rising to US$2,201 million for the quarter and US$8.45 billion for the year, while net income improved to US$112 million for the quarter and US$273 million for the year, alongside sharply higher earnings per share versus 2024. At the same time, the company completed a sizeable share repurchase program totaling 13,627,278 shares for US$193.87 million, signaling management’s confidence and amplifying the...
NYSE:RSI
NYSE:RSIHospitality

Rush Street Interactive User Gains Refocus Investor Attention On Core Markets

Rush Street Interactive (NYSE:RSI) reported strong user growth in its North American online casino markets in the fourth quarter. Monthly active users in these markets grew 51% in the period, with no new market launches. The company cited improved customer acquisition and retention as key drivers of this performance. Operational performance in North American online casino operations improved alongside user growth. Rush Street Interactive runs real money online casinos and sports betting...
NasdaqGM:ADMA
NasdaqGM:ADMABiotechs

ADMA Biologics (ADMA) Margin Compression Challenges Bullish Growth Narratives Heading Into Earnings

ADMA Biologics (ADMA) has capped FY 2025 with fourth quarter revenue of US$139.2 million and basic EPS of US$0.21, while trailing twelve month revenue sits at US$510.2 million and EPS at US$0.62. The company has seen quarterly revenue move from US$117.5 million in Q4 2024 to US$139.2 million in Q4 2025, with basic EPS shifting from US$0.47 to US$0.21 over the same period. This sets up a results season where growth expectations and margin quality are front of mind for investors. See our full...
NYSE:BBT
NYSE:BBTBanks

Assessing Beacon Financial (BBT) Valuation After Recent Share Price Momentum And Merger Synergy Hopes

Beacon Financial (BBT) has drawn investor attention after recent share price moves, with the stock showing mixed short term returns but a stronger pattern over the past month and the past three months. See our latest analysis for Beacon Financial. With the share price at US$31.05, Beacon Financial’s recent 30 day share price return of 9.41% and 90 day share price return of 21.34% suggest building momentum, while the 12.98% 1 year total shareholder return points to steadier longer term...
NYSE:AXS
NYSE:AXSInsurance

A Look At AXIS Capital Holdings (AXS) Valuation After New Dividends And $300 Million Buyback Program

AXIS Capital Holdings (AXS) has announced a fresh round of capital returns, combining new common and preferred dividends with a newly authorized $300 million share repurchase program that highlights its capital allocation approach. See our latest analysis for AXIS Capital Holdings. AXIS Capital Holdings’ 1 day share price return of 1.97% around the latest dividend and buyback announcement sits against relatively steady short term moves, while its 1 year total shareholder return of 10.56% and...
NYSE:LEVI
NYSE:LEVILuxury

Is Levi Strauss (LEVI) Still Reasonably Priced After Its Recent Share Price Run?

If you are wondering whether Levi Strauss is still fairly priced after its recent run, this article will walk through what the current share price could mean for you. The stock last closed at US$22.56, with reported returns of 1.4% over 7 days, 6.2% over 30 days, 8.4% year to date, 32.7% over 1 year and 38.1% over 3 years. These figures naturally raise questions about how much of the story is already reflected in the price. Recent headlines around Levi Strauss have focused on the company as...
NYSE:BLDR
NYSE:BLDRBuilding

A Look At Builders FirstSource (BLDR) Valuation After Weak Results And Cautious 2026 Outlook

Builders FirstSource (BLDR) shares are in focus after the company reported a weak fourth quarter and full year, with lower sales, sharply reduced net income, and a cautious 2026 net sales outlook. See our latest analysis for Builders FirstSource. At a share price of US$104.56, Builders FirstSource has seen momentum cool recently. The 7 day share price return is 6.16% and the 30 day share price return is 10.85%, while its 1 year total shareholder return of 24.86% contrasts with a 5 year total...
NYSE:HEI
NYSE:HEIAerospace & Defense

HEICO (HEI) Margin Expansion Reinforces Bullish Earnings Narrative Despite Premium P/E

HEICO (HEI) opened fiscal 2026 with Q1 revenue of US$1.2 billion and basic EPS of US$1.36, supported by trailing 12 month net income of US$712.6 million and EPS of US$5.12, alongside 25.6% year over year earnings growth and a 20.1% earnings CAGR over five years. The company has seen revenue move from US$3.9 billion to US$4.6 billion and trailing 12 month net income rise from US$514.1 million to US$712.6 million, with earnings growth of 25.6% over the last year and forecasts calling for about...
NasdaqGS:AMBA
NasdaqGS:AMBASemiconductor

Ambarella (AMBA) Is Up 7.1% After Record Edge AI Sales And Higher FY27 Guidance - Has The Bull Case Changed?

Ambarella, Inc. reported past fourth-quarter fiscal 2026 results with sales of US$100.87 million and a net loss of US$16.44 million, while issuing first-quarter fiscal 2027 revenue guidance of US$97.0 million to US$103.0 million and projecting total fiscal 2027 revenue growth of 10% to 15%. The company capped a record year in which sales reached US$390.70 million, supported by edge AI chips that now account for 80% of revenue, ongoing product launches in advanced AI SoCs, and an extended...
NasdaqGS:WTW
NasdaqGS:WTWInsurance

Is It Time To Reconsider Willis Towers Watson (WTW) After Recent Share Price Weakness?

If you are wondering whether Willis Towers Watson is priced fairly or offering value right now, it helps to step back from the headline share price and look at what you are actually paying for. The stock last closed at US$308.29, with returns of 2.4% over the past 7 days, a 1.9% decline over 30 days, a 5.5% decline year to date, a 7.0% decline over 1 year, and gains of 34.8% over 3 years and 48.4% over 5 years. Recent share price moves sit against a backdrop of ongoing interest in Willis...
NYSE:MDT
NYSE:MDTMedical Equipment

Is Medtronic (MDT) Fairly Priced After Recent Flat Share Performance?

If you are wondering whether Medtronic at around US$97.03 is offering fair value or a potential mismatch between price and worth, you are not alone. The stock is roughly flat over the past week with a 0.6% decline, slightly softer over the last month with a 3.6% decline, but still shows a 1.0% year to date return and 10.3% over 1 year, while the 3 year return sits at 30.1% and the 5 year return at a 2.2% decline. Recent attention on Medtronic has focused on its position in medical devices...
NYSE:COF
NYSE:COFConsumer Finance

Assessing Capital One Financial (COF) Valuation After Mixed Returns And Discover Integration Prospects

Capital One Financial stock moves as investors weigh recent performance and valuation signals Capital One Financial (COF) shares are drawing attention after recent trading left the stock with mixed returns, including a negative move over the past month and past 3 months alongside a positive 1 year total return. See our latest analysis for Capital One Financial. The recent 1 day and 7 day share price gains contrast with weaker 1 month, 3 month and year to date share price returns. At the same...
NasdaqGS:PAX
NasdaqGS:PAXCapital Markets

Assessing Patria Investments (PAX) After Recent Share Price Weakness And Valuation Signals

If you are wondering whether Patria Investments is attractively priced right now, this article will walk through how its current share price compares with a few common valuation yardsticks. The stock last closed at US$13.50, after a 3.6% decline over the past week and a 15.4% decline over the last month, while the 1-year return sits at 23.5%. Recent news flow around Patria Investments has largely centered on its role as a listed alternative asset manager and its exposure to Latin American...
NasdaqGS:NTCT
NasdaqGS:NTCTCommunications

A Look At NetScout Systems (NTCT) Valuation After Revenue Beat And New AI Telecom Solutions

NetScout Systems (NTCT) is back in focus after reporting FQ3 2026 results that topped revenue expectations and spotlighting its AI-driven Omnis solutions for telecom operators seeking more usable network data. See our latest analysis for NetScout Systems. That product news and the FQ3 beat come against a backdrop where the share price sits at US$29.33, with a 30-day share price return of 4.9% and a 90-day share price return of 9.1%. The 1-year total shareholder return of 30.3% points to...
NasdaqGS:NTNX
NasdaqGS:NTNXSoftware

Nutanix (NTNX) Profitability Run With US$103 Million Q2 Net Income Tests Bearish Narratives

Nutanix (NTNX) just posted Q2 2026 results with revenue of US$722.8 million and basic EPS of US$0.38, alongside net income of US$103.0 million, while the trailing twelve months show revenue of US$2.7 billion and basic EPS of US$0.99 on net income of US$267.1 million. Over recent quarters the company has seen revenue move from US$590.9 million in Q1 2025 to US$670.6 million in Q1 2026 and US$722.8 million in Q2 2026. Basic EPS has shifted from US$0.11 to US$0.23 and then US$0.38, which may...
NYSE:ASIC
NYSE:ASICInsurance

Ategrity Buyback Spotlights Capital Allocation And Earnings Per Share Focus

Ategrity Specialty Insurance Company Holdings (NYSE:ASIC) has authorized a new $50 million share repurchase program. The buyback plan allows the company to repurchase its common stock, subject to market conditions and other factors. This announcement adds a new capital deployment option alongside any existing uses of cash such as underwriting operations and potential growth initiatives. Ategrity Specialty Insurance Company Holdings focuses on specialty insurance, a segment where...
NasdaqGS:COKE
NasdaqGS:COKEBeverage

Coca-Cola Consolidated Rally Weighed Against Valuation And Balance Sheet Risks

Coca-Cola Consolidated reported record annual revenue and profit, setting new highs for the business. The stock, NasdaqGS:COKE, has rallied strongly on the news, reaching a new 52 week high. The move has been accompanied by a technical breakout that has drawn fresh attention from investors. NasdaqGS:COKE has been on a strong run, with the share price at $199.47 and returns of 12.8% over the past week and 32.5% over the past month. Over longer periods, the stock is up 33.1% year to date and...
NYSE:RDN
NYSE:RDNDiversified Financial

Radian Group Acquisition Of Inigo Reshapes Earnings Mix Beyond Mortgage Insurance

Radian Group (NYSE:RDN) has completed its acquisition of specialty insurer Inigo. The deal expands Radian beyond its core mortgage insurance focus into global multi line specialty insurance. The transaction is described by the company as a meaningful shift in its business direction. For years, Radian Group has been best known for its mortgage insurance operations, which are closely tied to housing and credit cycles. By bringing Inigo into the fold, Radian is adding exposure to specialty...
NasdaqCM:UFPT
NasdaqCM:UFPTMedical Equipment

Is UFP Technologies (UFPT) Pricing Reflect A Temporary Pullback Or Longer Term Opportunity

If you are wondering whether UFP Technologies at around US$215.67 reflects too much optimism or still leaves room for upside, this article will help you understand what you are really paying for. The stock has recently seen a 3.2% decline over the last 7 days and a 14.3% decline over the last 30 days, while the 3 year return of 80.8% and a very large 5 year return highlight how different holding periods can feel very different for investors. Recent coverage of UFP Technologies has focused on...