U.S. Banks Stock News

NasdaqGS:VISN
NasdaqGS:VISNCommunications

Does CommScope (VISN) AV Switch Expansion Hint at a Deeper Shift in Its Networking Strategy?

On 3 February 2026, RUCKUS Networks announced an expansion of its Pro AV ICX network switch portfolio, alongside AV-focused updates to its management platforms, plus new collaborations with Crestron and the SDVoE Alliance to support the shift from legacy video transport to Ethernet-based AV systems. A distinctive angle in this announcement is the focus on pre-configured, AV-optimized switches that aim to cut deployment complexity and integrate seamlessly with existing cloud and on-premise...
NasdaqGM:SEPN
NasdaqGM:SEPNPharmaceuticals

How Early SEP-631 Data at AAAAI 2026 Will Impact Septerna (SEPN) Investors

Septerna Inc. recently announced it will present first-in-human Phase 1 clinical data for SEP-631, an oral MRGPRX2-targeting therapy for chronic spontaneous urticaria and other mast cell-driven diseases, at the 2026 American Academy of Allergy Asthma & Immunology Annual Meeting. The company is also highlighting a proof-of-mechanism study using an Icatibant skin challenge with short wave infrared imaging, underscoring its focus on innovating GPCR-based treatments for conditions with...
NYSE:FAF
NYSE:FAFInsurance

A Look At First American Financial (FAF) Valuation As Earnings And Revenue Growth Stabilize

Earnings preview and why this quarter matters First American Financial (FAF) is in focus this Wednesday afternoon as it prepares to report earnings, with analysts looking for revenue of $1.78b, or 5.6% year on year growth, compared with 17.9% in the same quarter last year. With estimates holding steady over the past month, the upcoming release is less about surprise and more about how the title insurance and home warranty provider is currently converting a stabilizing real estate transaction...
NYSE:NTB
NYSE:NTBBanks

Butterfield Bank (NTB) Net Interest Margin Holds At 2.69% Challenging Bearish Profitability Narratives

How Bank of N.T. Butterfield & Son (NYSE:NTB)'s FY 2025 Numbers Set the Stage Bank of N.T. Butterfield & Son (NYSE:NTB) has reported a clean set of FY 2025 numbers, with fourth quarter revenue of US$159.1 million and basic EPS of US$1.58 anchoring the latest release. Over the past year, the bank has recorded trailing twelve month revenue of US$606.7 million and basic EPS of US$5.71. This gives investors a fuller picture of how the quarterly performance fits within the broader trend. With a...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Assessing Cognex (CGNX) Valuation After Recent Share Price Momentum And Mixed Long Term Returns

What recent returns suggest about Cognex (CGNX) Cognex (CGNX) has delivered a 0.1% move over the past day, with gains of 6.7% over the past week and around 12% over the past month, leaving the shares near US$43.58. Over the past 3 months the stock shows a total return of about 14%, while the 1 year total return is roughly 11%. Longer term, 3 year and 5 year total returns sit in negative territory. See our latest analysis for Cognex. For Cognex, the recent 7 day and 30 day share price returns...
NYSE:MET
NYSE:METInsurance

The Bull Case For MetLife (MET) Could Change Following Rising Revenue, Falling Earnings And Ongoing Buybacks

In early February 2026, MetLife, Inc. reported that fourth-quarter 2025 revenue rose to US$23,814 million while net income decreased to US$809 million, and it completed a US$1,101.49 million share repurchase covering 13,944,740 shares under its April 2025 buyback program. The combination of higher revenue but lower earnings, alongside ongoing capital returns through buybacks, gives investors a mixed view of MetLife’s operational performance and capital allocation priorities. Next, we’ll...
NYSE:CNO
NYSE:CNOInsurance

Did Earnings Compression Amid Heavy Buybacks Just Shift CNO Financial Group's (CNO) Investment Narrative?

CNO Financial Group, Inc. reported past fourth-quarter 2025 revenue of US$1,143.1 million, up from US$1,097.2 million a year earlier, while net income fell to US$92.9 million and full-year earnings and earnings per share from continuing operations also declined despite slightly higher revenue. Alongside these results, CNO completed a long-running share repurchase program totaling 180,243,503 shares for about US$3.34 billions, underscoring continued capital return even as reported net income...
NasdaqGS:JBHT
NasdaqGS:JBHTTransportation

Earnings Beat, Dividend Hike, Automation Push Might Change The Case For Investing In J.B. Hunt (JBHT)

In recent days, J.B. Hunt Transport Services reported fourth-quarter earnings per share above analyst expectations, raised its quarterly dividend by 2.3%, and joined the Triumph Network to roll out automated payment solutions aimed at improving freight transaction efficiency. An interesting angle for investors is how J.B. Hunt’s push into automated payments aligns with its focus on operational efficiency and cost discipline across its logistics network. We’ll now examine how the earnings...
NYSE:SITE
NYSE:SITETrade Distributors

Does SiteOne’s Margin Improvement Reveal a New Phase in SITE’s Profitability Playbook?

SiteOne Landscape Supply reported its fourth-quarter 2025 results, with sales rising to US$1,045.6 million and its quarterly net loss narrowing to US$9 million, while full-year sales reached US$4,704.8 million and net income increased to US$151.8 million. The company also improved its earnings per share from continuing operations for the full year, with diluted EPS rising from US$2.71 to US$3.37, underlining higher profitability on slightly higher revenue. We’ll now examine how this...
NasdaqGS:ICHR
NasdaqGS:ICHRSemiconductor

Ichor Holdings (ICHR) EPS Loss Of US$0.46 Tests Bullish Turnaround Narratives

Ichor Holdings (ICHR) just wrapped up FY 2025 with Q4 revenue of US$223.6 million and a basic EPS loss of US$0.46, while trailing twelve month figures show revenue of US$947.7 million and a basic EPS loss of US$1.54. Over recent quarters, the company has seen quarterly revenue move between US$211.1 million and US$244.5 million, with basic EPS losses ranging from US$0.08 to US$0.67. This pattern keeps the focus squarely on how efficiently each dollar of sales is translating into earnings. With...
NYSE:BETA
NYSE:BETAAerospace & Defense

Assessing Whether BETA Technologies (BETA) Looks Undervalued After Recent Weak Share Price Momentum

BETA Technologies (BETA) has drawn fresh attention after recent trading left the stock with a 1 day return of 0.30%, alongside negative moves over the past week, month, and past 3 months. See our latest analysis for BETA Technologies. The 0.30% 1 day share price return comes against a much weaker backdrop, with 7 day, 30 day, 90 day and year to date share price returns all firmly negative. This suggests recent momentum has been fading despite BETA Technologies trading at $16.77. If this shift...
NasdaqGS:IRTC
NasdaqGS:IRTCMedical Equipment

iRhythm Reorganization Raises Questions On Valuation And Shareholder Position

iRhythm Technologies, Inc. has voluntarily deregistered its Common Stock. The company has completed a holding company reorganization. iRhythm Holdings, Inc. now serves as the new public entity for shareholders. The changes affect the stock associated with NasdaqGS:IRTC and the prior operating company. iRhythm focuses on cardiac monitoring solutions, so any change in its corporate structure tends to attract attention from investors who follow medical technology names. The move to a holding...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

Is Tesla (TSLA) Pricing Make Sense After 29% One Year Share Price Gain

If you are wondering whether Tesla's current share price lines up with its underlying value, you are not alone. This article walks through what the numbers are actually saying. Tesla closed at US$425.21, with returns of 0.8% over the last week, a 4.4% decline over the last month, a 2.9% decline year to date, and a 29.4% gain over the past year, while the 3 year return is 103.2% and the 5 year return is 60.2%. Recent headlines around Tesla have focused on the broader electric vehicle sector,...
NYSE:DRI
NYSE:DRIHospitality

A Look At Darden Restaurants (DRI) Valuation As Bahama Breeze Closures Reshape Its Brand Portfolio

Darden Restaurants (DRI) is closing its remaining 28 Bahama Breeze locations, with 14 set to shut permanently and 14 to be converted to other company brands, sharpening attention on its portfolio choices. See our latest analysis for Darden Restaurants. The Bahama Breeze exits come after a 19.68% 90 day share price return and a 12.30% year to date share price return. The 1 year total shareholder return of 11.53% and 5 year total shareholder return of 91.78% point to momentum that has been...
NYSE:CVS
NYSE:CVSHealthcare

CVS Health (CVS) Margin Compression To 0.4% Tests Bullish Earnings Growth Narrative

CVS Health (CVS) closed out FY 2025 with fourth quarter revenue of US$105.1 billion, Basic EPS of US$2.32 and net income of US$2,943 million, following a year in which trailing twelve month revenue reached US$399.8 billion, Basic EPS stood at US$1.40 and net income was US$1,768 million. The company has seen quarterly revenue move from US$96.9 billion in Q4 2024 to US$105.1 billion in Q4 2025, while Basic EPS shifted from US$1.31 to US$2.32 over the same period, against a backdrop of a...
NasdaqGS:SNPS
NasdaqGS:SNPSSoftware

Is Synopsys (SNPS) Pricing Look Stretched After Recent Share Price Swings And NVIDIA Partnership

If you are wondering whether Synopsys at around US$437.45 is giving you fair value for the risk you are taking, you are asking the right question and this article is going to stay focused on exactly that. The stock has recently been mixed, with a 4.4% gain over the last 7 days, a 16.7% decline over 30 days, and year to date and 1 year returns of 8.9% and 17.3% declines respectively, set against longer term 3 year and 5 year returns of 16.4% and 50.5%. These moves are coming in the context of...
NasdaqGS:SEIC
NasdaqGS:SEICCapital Markets

Is It Time To Revisit SEI Investments (SEIC) After Recent Share Price Weakness?

If you are wondering whether SEI Investments is priced fairly or if there is still value on the table, this article walks through what the current share price might be implying. The stock last closed at US$82.30, with returns of 37.0% over 3 years and 51.7% over 5 years. The shorter term picture shows a 2.2% decline over the past week, a 5.2% decline over the past month, and a 0.9% decline year to date, with a 0.7% return over the past year. Recent news coverage around SEI Investments has...
NasdaqGS:LEE
NasdaqGS:LEEMedia

Q1 Loss At Lee Enterprises (LEE) Tests Bullish Narrative Around AI And Cost-Cut Turnaround

Q1 2026 results and what they signal for Lee Enterprises Lee Enterprises (LEE) has opened fiscal 2026 with Q1 revenue of US$130.1 million and a basic EPS loss of US$0.92, alongside a trailing 12 month EPS loss of US$4.34 that keeps the story firmly in loss making territory. Over recent quarters, the company has seen revenue move from US$144.6 million in Q1 2025 to US$130.1 million in Q1 2026, while quarterly basic EPS has ranged from a loss of US$2.80 in Q1 2025 to a loss of US$0.92 in the...