U.S. Banks Stock News

NYSE:IQV
NYSE:IQVLife Sciences

A Look At IQVIA Holdings (IQV) Valuation After Strong 2025 Results And New Obesity Research Collaboration

IQVIA Holdings (IQV) is back in focus after closing 2025 with revenue and EPS growth near double digits, record R&D Solutions net bookings, and a new obesity research collaboration with Duke Clinical Research Institute. See our latest analysis for IQVIA Holdings. Despite the recent obesity research collaboration and solid year-end results, IQVIA Holdings’ share price has come under pressure, with a 30 day share price return of 29.62% and a 1 year total shareholder return of 13.31%. This...
NasdaqGS:TEM
NasdaqGS:TEMLife Sciences

Why Tempus AI (TEM) Is Up 12.4% After Unveiling Its Pan-Cancer HRD-RNA Algorithm

Earlier this month, Tempus AI launched its new HRD-RNA algorithm for research use, an AI-driven 1,660-gene model designed to better identify homologous recombination deficiency and potential responders to platinum chemotherapy or PARP inhibitors across solid tumors, with clinical availability planned later in 2026. The RNA-based, functional approach may widen the pool of patients who can be matched to targeted therapies compared with traditional DNA “genomic scar” tests, while Tempus also...
NYSE:BDX
NYSE:BDXMedical Equipment

Evaluating Becton Dickinson (BDX) After Earnings Strength Guidance Reaffirmation And Debt Tender Activity

Becton Dickinson (BDX) shares are back in focus after the company reported first quarter earnings and reaffirmed its full year 2026 guidance, as well as launching a US$1.6b tender offer for outstanding debt securities. See our latest analysis for Becton Dickinson. At a share price of US$185.39, Becton Dickinson has seen near term momentum pick up, with a 1 day share price return of 1.6% and 7 day share price return of 5.4%, following earnings, buyback activity and the US$1.6b debt tender. Its...
NYSE:CALX
NYSE:CALXCommunications

How Investors May Respond To Calix (CALX) BEAD-Funded Helexon Deal And New AI Platform Enhancements

In February 2026, Calix, Inc. announced that Helexon selected its Calix One platform for a multi-year, BEAD-funded rural broadband fiber buildout across Illinois, Indiana, Kentucky, and Michigan, while also rolling out new AI-native platform enhancements and SmartHome features like HomeOfficeIQ and an upgraded Engagement Cloud. Together, these moves show Calix pushing deeper into experience-focused, AI-enabled broadband solutions that can help providers personalize services, streamline...
NasdaqGS:FSLR
NasdaqGS:FSLRSemiconductor

Does First Solar’s New Unsecured Credit Line Recast FSLR’s Balance Between Flexibility and Trade Risk?

In February 2026, First Solar, Inc. entered into a new five-year senior unsecured revolving credit facility of US$1.50 billion, replacing its prior secured facility and releasing associated collateral to support working capital and general corporate purposes. The shift from secured to unsecured bank financing signals increased financial flexibility and confidence from lenders, potentially broadening First Solar’s options for funding expansion and managing trade-related cost pressures. With...
NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

Is Moderna (MRNA) Pricing Reflect Its mRNA Pipeline Potential After 62% Year To Date Rally

If you are wondering whether Moderna's current share price still reflects its long term potential, you are not alone. This article focuses squarely on what the stock might be worth based on different valuation lenses. Moderna's share price closed at US$49.87, with returns of 18.1% over the last 7 days, 2.4% over 30 days and 61.6% year to date, while the 1 year return is 40.4% and the 3 and 5 year returns are negative at 64.2% and 67.8% respectively. Recent headlines have continued to focus...
NasdaqCM:AEHR
NasdaqCM:AEHRSemiconductor

Why Aehr Test Systems (AEHR) Is Up 16.5% After Landing A Major Hyperscaler AI Chip-Testing Deal – And What's Next

Aehr Test Systems previously announced that it received a firm production order from a world-leading hyperscaler to test high-performance AI accelerator chips, with the contract expected to meaningfully influence its revenue and earnings as early as the second quarter of 2026. This deal highlights Aehr’s role as a key enabling partner in the complex testing demands of next-generation AI data center infrastructure. Next, we’ll examine how this hyperscaler AI chip-testing contract shapes Aehr...
NasdaqGM:BLBD
NasdaqGM:BLBDMachinery

Blue Bird (BLBD) Valuation Check After Strong Recent Share Price Momentum

Why Blue Bird (BLBD) is on investors’ radar now Blue Bird (BLBD) has drawn fresh attention after recent share price moves that leave it trading around $61. This has prompted investors to reassess the school bus manufacturer’s value, growth profile, and risk-reward trade off. See our latest analysis for Blue Bird. Recent moves to around $61 come after a 23.06% 1 month share price return and a 30.45% year to date share price return, alongside a 73.89% 1 year total shareholder return. This...
NasdaqGM:ATAI
NasdaqGM:ATAIPharmaceuticals

Does AtaiBeckley’s (ATAI) CFO Shuffle Reveal a New Financial Strategy for Its Mental Health Pipeline?

On February 15, 2026, AtaiBeckley Inc. announced that experienced biopharma finance executive Michael Faerm will become Chief Financial Officer and principal financial officer on March 9, 2026, while current CFO Anne Johnson will shift to Chief Accounting Officer and remain principal accounting officer. This leadership reshuffle pairs Faerm’s capital-markets and operating background with Johnson’s continuity in accounting oversight, potentially sharpening AtaiBeckley’s financial execution as...
NasdaqGS:DYN
NasdaqGS:DYNBiotechs

A Look At Dyne Therapeutics (DYN) Valuation After Orphan Drug Win And Upcoming Neuromuscular Data

Dyne Therapeutics (DYN) is back in focus after highlighting five upcoming presentations at the 2026 Muscular Dystrophy Association conference and securing Orphan Drug designation in Japan for its myotonic dystrophy type 1 therapy. See our latest analysis for Dyne Therapeutics. Despite the recent regulatory and conference catalysts, Dyne Therapeutics’ short term momentum has cooled, with a 30 day share price return decline of 17.33% and a 90 day decline of 31.33%, even as the 1 year total...
NYSE:RYAN
NYSE:RYANInsurance

A Look At Ryan Specialty Holdings (RYAN) Valuation After Q4 Results, Dividend Hike And US$300m Buyback Plan

Ryan Specialty Holdings (RYAN) just paired a mixed fourth quarter earnings report with an 8.3% dividend increase and a new US$300 million buyback plan, a combination that quickly drew fresh attention to the stock. See our latest analysis for Ryan Specialty Holdings. The mixed fourth quarter numbers, alongside the richer dividend and US$300 million buyback plan, come after a sharp reset in sentiment, with a 30 day share price return showing a 17.4% decline and a 1 year total shareholder return...
NYSE:ULS
NYSE:ULSProfessional Services

Does UL Solutions’ (ULS) Dividend Hike and Asset Sale Clarify Its Margin-Led Strategy?

In February 2026, UL Solutions Inc. reported Q4 2025 sales of US$789 million and full‑year 2025 sales of US$3.05 billion, alongside essentially flat annual net income of US$325 million and a quarterly GAAP EPS decline versus the prior year. The company coupled this performance with an 11.5% dividend increase and the planned sale of its employee health and safety software business, indicating a tighter focus on higher‑growth core services and software offerings. Next, we’ll explore how the...
NasdaqGS:CZR
NasdaqGS:CZRHospitality

Is Caesars (CZR) Trading Near Fair Value As Digital Betting Growth Offsets Widening Losses?

In February 2026, Caesars Entertainment reported fourth-quarter and full-year 2025 results showing modest revenue growth to US$2.92 billion in the quarter and US$11.49 billion for the year, but a wider net loss of US$250 million in Q4 and US$502 million for 2025 alongside an earnings miss. At the same time, Caesars highlighted strong momentum in its higher-growth digital betting operations and continued investment in property upgrades, while also rolling out its first in-house developed...
NYSE:CRGY
NYSE:CRGYOil and Gas

Assessing Crescent Energy (CRGY) Valuation After A Strong Recent Share Price Rally

What Crescent Energy’s Recent Share Move Signals Crescent Energy (CRGY) has drawn fresh attention after a strong month, with the stock closing at US$10.71 and posting a return of about 23% over that period. That move comes alongside reported annual revenue of US$3.59b and net income of US$23.53m. This gives investors a concrete snapshot of the company’s current earnings base. See our latest analysis for Crescent Energy. While Crescent Energy’s 22.96% 1 month share price return and 16.92% 3...
NasdaqGS:POWL
NasdaqGS:POWLElectrical

Is Powell Industries’ (POWL) Governance Stability Now Matching Its Backlog-Driven Earnings Momentum?

In recent years, Powell Industries has evolved from a small Houston manufacturer into a global provider of electrical systems, supported by strong demand evidenced by average backlog growth of 15.4% and annual earnings per share growth of 58.2% over the past two years. At the company’s annual meeting on February 18, 2026, shareholders reinforced governance continuity by re-electing two directors, approving executive pay, and appointing a new audit committee chair, aligning board oversight...
NYSE:CWT
NYSE:CWTWater Utilities

US$2.06 Billion Infrastructure and Community Spend Could Be A Game Changer For California Water Service Group (CWT)

California Water Service Group recently outlined plans to invest about US$2.06 billion between 2025 and 2027 to upgrade and modernize its water infrastructure, while analysts slightly lifted their 2026 earnings-per-share expectations. At the same time, the company highlighted its broader role in communities by donating nearly US$1.9 million in 2025 to local organizations, fire departments, and students, underscoring a business model that ties long-term capital spending to social...
NYSE:EIX
NYSE:EIXElectric Utilities

Should Edison’s 2025 Earnings Surge on Regulatory and Wildfire Items Require Action From Edison International (EIX) Investors?

Edison International recently reported full-year 2025 results, with sales rising to US$19,317 million and net income to US$4.46 billion, alongside sharply higher earnings per share and an affirmed quarterly dividend of US$0.8775. These results were heavily influenced by favorable regulatory decisions and wildfire-related settlement recoveries, which significantly boosted reported profitability and underlined progress on grid hardening and wildfire mitigation. We’ll now examine how this...
NasdaqGS:SFNC
NasdaqGS:SFNCBanks

Assessing Simmons First National (SFNC) Valuation After Recent Share Price Momentum

Why Simmons First National (SFNC) Is Back On Investor Screens Simmons First National (SFNC) has caught investor attention after recent share price moves, with the stock showing positive returns over the past month and over the past three months, prompting a closer look at its current setup. See our latest analysis for Simmons First National. The recent 18.36% 90 day share price return and 6.92% 30 day share price return suggest momentum has been building again, even though the 5 year total...
NYSE:BVN
NYSE:BVNMetals and Mining

A Look At Compañía de Minas Buenaventura (BVN) Valuation After 2025 Results And 2026 Production Guidance

Compañía de Minas BuenaventuraA (BVN) has given investors fresh numbers to work with, pairing detailed fourth quarter and full year 2025 operating and sales results with new production guidance for 2026 across its key metals portfolio. See our latest analysis for Compañía de Minas BuenaventuraA. The fresh 2025 numbers and 2026 production guidance land at a time when Compañía de Minas BuenaventuraA’s share price has climbed to US$38.41, supported by a 62.62% 3 month share price return and a...
NasdaqGS:LPLA
NasdaqGS:LPLACapital Markets

Should LPL’s Advisory Shift and Simplicity Deal Reshape LPL Financial Holdings’ (LPLA) Long-Term Narrative?

LPL Financial Holdings Inc. recently reported its January 2026 activity, with total advisory and brokerage assets reaching US$2.41 trillion and advisory assets rising to 59.1% of the total, while also announcing a future agreement under which Simplicity Group will become its preferred Brokerage General Agency and assume LPL Insurance Associates. This combination of growing advisory penetration and an expanded insurance platform through Simplicity Group may further deepen LPL advisors’...
NasdaqCM:NESR
NasdaqCM:NESREnergy Services

Are NESR’s Jafurah-Driven Revenues Masking Deeper Margin Strain in Its MENA Expansion Strategy?

National Energy Services Reunited Corp. has reported its fourth-quarter 2025 results, with sales rising to US$398.26 million while net income declined to US$7.8 million, and full-year 2025 sales edging up to US$1.32 billion alongside lower net income of US$51.13 million. Behind the headline growth in revenue, the earnings release and recent commentary highlight how the Jafurah unconventional gas program and a growing MENA tender pipeline are reshaping the balance between expansion...
NasdaqGM:ARDX
NasdaqGM:ARDXBiotechs

Assessing Ardelyx (ARDX) Valuation After Strong IBSRELA Growth And Upbeat 2026 Revenue Guidance

Ardelyx (ARDX) has released its full year 2025 results, reporting US$407.32 million in revenue and a net loss of US$61.6 million, along with detailed guidance for 2026. See our latest analysis for Ardelyx. Despite strong revenue growth from IBSRELA and fresh guidance for 2026, Ardelyx's 1 day share price return of a 14.99% decline and 1 month share price return of a 26.25% decline suggest momentum has cooled recently, even as the 3 year total shareholder return of 94.24% remains very...
NasdaqGS:COKE
NasdaqGS:COKEBeverage

Are Rising Sales and Falling Margins Rewriting Coca-Cola Consolidated’s (COKE) Core Profit Story?

Coca-Cola Consolidated, Inc. reported past fourth-quarter 2025 sales of US$1,904.24 million and net income of US$137.25 million, alongside full-year 2025 sales of US$7,228.06 million and net income of US$570.58 million, all slightly higher in sales but lower in profit than the prior year. The company’s accompanying 10-K filing highlighted its reliance on brand strength, distribution reach, and efficiency while also calling out pressures from shifting consumer health preferences,...
NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

AeroVironment Airport Laser Deployment Puts LOCUST And Valuation In Focus

AeroVironment's LOCUST counter-drone laser weapons system has been deployed at a U.S. airport. The deployment marks a real-world use case for the company's directed-energy counter-drone technology at critical infrastructure. AeroVironment, traded as NasdaqGS:AVAV, now has its LOCUST counter-drone system operating in a live airport setting, which puts a spotlight on its role in security technology for critical sites. The current share price sits at $264.63, with the stock up 8.5% over the...