U.S. Banks Stock News

NYSE:BRO
NYSE:BROInsurance

Brown & Brown Leadership Shift And Legal Dispute Versus Valuation Signals

Brown & Brown (NYSE:BRO) is dealing with the passing of its Chief Legal Officer, creating a sudden shift in its senior leadership team. The company is also pursuing legal action over alleged employee poaching after a significant group of staff departed for a competitor. For shareholders watching NYSE:BRO, these events land at a time when the stock has seen a 32.0% decline over the past year, despite longer term returns of 23.0% over 3 years and 61.7% over 5 years. The current share price of...
NYSE:WRBY
NYSE:WRBYSpecialty Retail

Warby Parker AI Glasses Outlook Questioned As Co CEOs Trim Stakes

Warby Parker (NYSE:WRBY) is drawing attention after analyst commentary questioned how much its new AI enabled glasses partnership with Google might affect the business in the near term. At the same time, the company’s Co CEOs have sold a significant amount of personal stock, adding another data point for investors assessing leadership confidence and incentives. Shares of Warby Parker recently closed at $26.03, with the stock up 15.1% over the past month and 15.1% year to date but down 4.8%...
NasdaqGS:ARLP
NasdaqGS:ARLPOil and Gas

Alliance Resource Partners (ARLP) Dividend Coverage Concerns Reinforce Skeptical Income Narratives

Alliance Resource Partners (ARLP) has wrapped up FY 2025 with fourth quarter revenue of US$535.5 million and basic EPS of US$0.64, alongside net income of US$82.7 million, setting a clear benchmark for the year just finished. Looking back over recent quarters, the partnership has seen quarterly revenue move between US$535.5 million and US$571.4 million in 2025, with EPS ranging from US$0.46 to US$0.73. Trailing twelve month figures show revenue of about US$2.2 billion and EPS of US$2.42. With...
NYSE:BBUC
NYSE:BBUCIndustrials

Why Brookfield Business (BBUC) Is Up 5.5% After 2025 Results And Reorganization Update - And What's Next

Brookfield Business Corporation reported full-year 2025 results on January 30, 2026, with sales of US$7,168 million versus US$8,208 million a year earlier and a net loss of US$875 million compared with US$888 million, alongside over US$2 billion of capital recycling and about US$1 billion of corporate debt repayment. The business also advanced a corporate reorganization intended to improve trading liquidity, invested US$700 million in four growth acquisitions including an agreement to...
NYSE:POR
NYSE:PORElectric Utilities

Is Portland General Electric (POR) Pricing In Its Recent 1-Year Share Price Strength?

Wondering whether Portland General Electric's current share price reflects its true worth, or if the market is overlooking something in this regional utility? The stock recently closed at US$50.11, with returns of 0.9% over 7 days, 3.4% over 30 days, 3.4% year to date, 28.3% over 1 year, 18.7% over 3 years and 44.3% over 5 years. This gives investors some history to weigh against the current price. Recent coverage has focused on Portland General Electric's position in the regulated utilities...
NasdaqGS:BSRR
NasdaqGS:BSRRBanks

Sierra Bancorp (BSRR) Net Profit Margin Near 28.4% Reinforces Bullish Earnings Narratives

Sierra Bancorp (BSRR) has just posted its FY 2025 numbers, with fourth quarter revenue of US$40.2 million, basic EPS of US$0.97 and net income of US$12.9 million setting the tone for the year. The bank has seen quarterly revenue move from US$35.5 million in Q4 2024 through US$34.7 million, US$38.0 million and US$36.3 million to US$40.2 million most recently. Basic EPS over the same stretch ran from US$0.73 to US$0.66, US$0.78, US$0.73 and now US$0.97, giving you a clear view of how the top...
NYSE:AYI
NYSE:AYIElectrical

A Look At Acuity Brands (AYI) Valuation After A 17% Dividend Increase

Acuity (AYI) has just approved a 17% increase in its quarterly dividend to US$0.20 per share, a move that puts income directly in focus for shareholders watching the stock’s return profile. See our latest analysis for Acuity. The dividend decision comes after a mixed share price run, with a 1-day share price return of 2.39% and 7-day share price return of 1.59% sitting against a 30-day share price return decline of 15.19%. The 5-year total shareholder return of 157.00% points to stronger long...
NasdaqGS:SRRK
NasdaqGS:SRRKBiotechs

A Look At Scholar Rock (SRRK) Valuation After A Strong 3 Month Share Price Return

Scholar Rock Holding (SRRK) has attracted investor attention recently, with shares last closing at US$46.61 and total return over the past 3 months sitting at 66.17%, following multi year volatility. See our latest analysis for Scholar Rock Holding. The recent 1 day share price return of 5.12% and 30 day share price return of 8.90% sit within a much stronger 90 day share price return of 66.17%. At the same time, the 3 year total shareholder return of 278.33% contrasts with a 5 year total...
NYSE:MOD
NYSE:MODBuilding

Is Modine (MOD) Share Price Running Ahead Of Its Earnings Growth Story?

If you are wondering whether Modine Manufacturing's share price actually reflects its value, or if the market is getting ahead of itself, this article is designed to help you make sense of where things stand. The stock last closed at US$196.07, with returns of 32% over 7 days, 39.2% over 30 days, 39.2% year to date, 103.2% over 1 year, a very large return over 3 years of around 7x, and 1,224.8% over 5 years. This naturally raises questions about what is already priced in. Recent coverage...
NasdaqGM:AMAL
NasdaqGM:AMALBanks

Assessing Amalgamated Financial (AMAL) Valuation After A Sharp Short-Term Share Price Rally

Why Amalgamated Financial Has Drawn Fresh Attention Amalgamated Financial (AMAL) has attracted renewed investor interest after a strong recent run in the share price, shifting focus to how its current valuation lines up with its fundamentals and longer term return record. See our latest analysis for Amalgamated Financial. The recent 25.8% 1 month share price return, alongside a 46.7% 3 month share price move, sits against a 1 year total shareholder return of 21.8% and 5 year total shareholder...
NYSE:GAP
NYSE:GAPSpecialty Retail

Are Wall Street’s Upgrades Quietly Rewriting Gap's (GAP) Turnaround Narrative?

In recent months, multiple Wall Street firms, including Goldman Sachs, UBS, Baird, Telsey Advisory Group, and Wells Fargo, have upgraded their views on Gap, signaling heightened analyst interest in the retailer’s prospects. This cluster of upgrades has shifted the broader analyst conversation around Gap, with more firms expressing constructive views on the company’s potential trajectory. With this wave of analyst upgrades shaping sentiment, we’ll now examine how it influences Gap’s...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

Is It Time To Reassess Qualcomm (QCOM) After Recent Share Price Weakness?

If you are wondering whether QUALCOMM shares offer good value at today's price, you are not alone. A closer look at the numbers can help clarify where it stands. The stock last closed at US$152.63, with a 1.2% decline over 7 days, an 11.8% decline over 30 days, an 11.8% decline year to date, but still a 22.9% gain over 3 years and a 15.3% gain over 5 years. Recent attention on QUALCOMM has been shaped by ongoing discussions around semiconductor demand cycles and how large chipmakers are...
NasdaqGS:PWP
NasdaqGS:PWPCapital Markets

Perella Weinberg Expands Healthcare Advisory As PWP Shares Show Mixed Picture

Perella Weinberg Partners (NasdaqGS:PWP) has appointed Benjamin Port as a Partner to expand its Healthcare advisory practice. Port brings extensive experience in healthcare services advisory, adding depth to the firm's sector focused capabilities. For investors tracking NasdaqGS:PWP, the appointment comes with the shares around $22.11, after a 26.0% return over the past 30 days and year to date, and a 119.0% return over 3 years. Over 1 year, the stock shows a 10.5% decline, which contrasts...
NYSE:CMA
NYSE:CMABanks

Comerica (CMA) Valuation Check After Recent Share Gains And P/E Premium To US Banks

Assessing Comerica after recent share performance Comerica (CMA) has seen mixed recent returns, with the stock roughly flat over the past month but showing a gain over the past 3 months. This helps put the current US$88.67 share price in context for investors. See our latest analysis for Comerica. While the 1 day and 7 day share price returns have recently moved lower, the 90 day share price return of 14.59% alongside a 1 year total shareholder return of 40.36% suggests momentum has generally...
NYSE:LYB
NYSE:LYBChemicals

Should LyondellBasell’s (LYB) Q4 Miss and Expanded Cash Plan Prompt Portfolio Reassessment by Investors?

LyondellBasell Industries recently reported a fourth-quarter loss of US$142 million and an adjusted per-share loss that missed analyst expectations, even as revenue of US$7.09 billion came in ahead of forecasts amid weak chemical markets. At the same time, the company outperformed its Cash Improvement Plan by delivering US$800 million in savings, raised its cumulative target to US$1.3 billion by the end of 2026, and advanced plans to divest four European assets while maintaining an...
NYSE:HESM
NYSE:HESMOil and Gas

Is Hess Midstream (HESM) Pricing Reflect Its Cash Flow Strength And Recent Share Performance

This article walks through key clues in a clear, practical way for readers wondering whether Hess Midstream's share price reflects its true value, or if the market is mispricing its future potential. The stock last closed at US$34.97, with returns of 0.9% over 30 days, 0.9% year to date, an 8.8% decline over 1 year, and gains of 49.4% over 3 years and 135.1% over 5 years. Recent market attention on Hess Midstream has focused on how its fee based midstream model and long term contracts with...
NYSE:RITM
NYSE:RITMMortgage REITs

Is Rithm Capital’s (RITM) AI Servicing Bet Quietly Rewiring Its Long-Term Profit Engine?

Rithm Capital recently announced it is deepening its long-term partnership with Valon Technologies, with its Newrez unit set to deploy ValonOS to enhance servicing for over 4 million homeowners. This move highlights Rithm’s push to modernize mortgage servicing through AI-native technology, aiming to improve customer experience while trimming servicing costs. We’ll now examine how this AI-driven servicing upgrade shapes Rithm Capital’s broader investment narrative and long-term operational...
NasdaqGS:IDXX
NasdaqGS:IDXXMedical Equipment

Idexx Laboratories (IDXX) Margin Strength Reinforces Bullish Narrative Despite Premium P/E

IDEXX Laboratories (IDXX) has just wrapped up FY 2025 with fourth quarter revenue of US$1,090.6 million and basic EPS of US$3.11, alongside trailing twelve month revenue of US$4.3 billion and EPS of US$13.17 that frame the latest print against a fuller year of performance. Over recent quarters the company has seen revenue move from US$954.3 million in Q4 2024 to just above US$1.1 billion in Q2 and Q3 2025, while quarterly EPS stepped from US$2.64 to a range between roughly US$3.0 and US$3.66,...
NasdaqGS:NSSC
NasdaqGS:NSSCElectronic

Napco Security Technologies (NSSC) Margin Slippage Challenges Bullish Profitability Narratives

Napco Security Technologies (NSSC) just posted Q2 2026 results with revenue of US$48.2 million and basic EPS of US$0.38, alongside net income of US$13.5 million, putting fresh numbers on the table for investors tracking its profitability. The company has seen quarterly revenue move from US$42.9 million in Q2 2025 to US$48.2 million in Q2 2026, while basic EPS shifted from US$0.29 to US$0.38 over the same span. Trailing twelve month EPS stands at US$1.33 and net income at US$47.4 million,...
NYSE:WGO
NYSE:WGOAuto

A Look At Winnebago Industries (WGO) Valuation As Recent Gains Revive Interest In The Stock

With no single headline event setting the tone today, Winnebago Industries (WGO) is drawing attention as investors weigh its recent share performance, current valuation signals, and the backdrop of its recreational vehicle and marine businesses. See our latest analysis for Winnebago Industries. Recent trading has been relatively steady, with a 30 day share price return of 12.83% and a 90 day gain of 27.54% from the current US$46.08 level. The 1 year total shareholder return of 3.12% contrasts...
NYSE:TSN
NYSE:TSNFood

Tyson Foods (TSN) Margin Compression To 0.9% Tests Bullish Earnings Narratives

How Tyson Foods' Latest Numbers Fit the Bigger Earnings Story Tyson Foods (TSN) has just reported its Q1 2026 results, with recent quarterly revenue ranging from about US$13.1b to US$13.9b and basic EPS between roughly US$0.02 and US$1.01, while trailing twelve month figures include total revenue of about US$54.4b and EPS of around US$1.33. Over the last few reported quarters, the company has seen revenue move from US$13.6b in Q1 2025 to US$13.9b in Q4 2025, with quarterly EPS shifting from...
NasdaqGS:DNLI
NasdaqGS:DNLIBiotechs

Denali Therapeutics (DNLI) Weighs FDA Priority Review And Rival Setback: What Does It Mean Long Term?

Denali Therapeutics recently highlighted past and upcoming presentations of clinical and preclinical data for its Enzyme Transport Vehicle programs in rare lysosomal storage disorders, alongside an ongoing FDA Priority Review of tividenofusp alfa for Hunter syndrome with a decision expected by 5 April 2026. The FDA’s halt of a competing Hunter syndrome gene therapy trial has drawn attention to Denali’s ETV platform as a potential alternative approach for delivering enzyme replacement...
NasdaqGS:OTEX
NasdaqGS:OTEXSoftware

OpenText Refocuses On Cloud And AI With New CEO And Divestment

OpenText (NasdaqGS:OTEX) has appointed Ayman Antoun as Chief Executive Officer. The company has agreed to divest its Vertica business to concentrate on core cloud and AI offerings. These decisions were announced together, signaling a shift in leadership and portfolio focus. OpenText operates in enterprise information management, supplying software that helps large organizations manage content, security, and data across on-premises and cloud environments. The arrival of a new CEO with a...
NasdaqGS:SKYW
NasdaqGS:SKYWAirlines

A Look At SkyWest (SKYW) Valuation After Earnings Miss And New Long Term E175 Contracts

Why SkyWest’s latest earnings matter for shareholders SkyWest (SKYW) just released fourth quarter and full year 2025 results, pairing higher revenue with slightly softer quarterly earnings per share. The company also locked in long term E175 flying agreements with United and Delta, which define its future cash flows. See our latest analysis for SkyWest. SkyWest’s latest earnings release and the confirmation of long term E175 contracts came alongside some share price volatility, with a 1 day...