U.S. Banks Stock News

On September 4, 2025, Goldman Sachs and T. Rowe Price announced a collaboration to deliver diversified public and private market solutions tailored for retirement and wealth investors, with Goldman Sachs planning to invest up to US$1 billion in T. Rowe Price common stock. This alliance combines the product development expertise and institutional distribution strength of both firms to expand access to private market offerings within retirement and wealth management portfolios. We'll examine...

In recent days, HEICO Corporation received multiple upward revisions in analyst earnings estimates for fiscal 2025, reflecting confidence in higher forecasted sales and strong cash flow growth across its aviation, defense, and specialty electronics operations. This surge in analyst optimism signals growing recognition of HEICO's ability to capitalize on industry demand and support its future performance outlook. To explore the implications for HEICO's investment narrative, we'll assess how...

In recent news, Cabot's return on capital employed (ROCE) reached 21% over the past five years, substantially exceeding its industry average of 9.2% as the company increased both returns and capital employed. This strong trend in reinvestment and profitability has resulted in a very strong return to shareholders, signaling growing investor confidence in Cabot's operational fundamentals. We’ll explore how Cabot’s sustained improvement in ROCE shapes its ongoing investment narrative amid...

If you are following Coeur Mining (CDE), you probably noticed today’s buzz around the company’s latest exploration results. Coeur Mining just released a slate of updates from its Las Chispas and Kensington mines, featuring high-grade gold and silver intercepts, resource growth, and promising new discoveries. Drill results such as 4.61 ounces per ton of gold and 392 ounces per ton of silver at Las Chispas, along with new zones of mineralization at both Augusta and Elmira, are fueling investor...

In early September 2025, Moderna faced heightened scrutiny after reports surfaced that U.S. health officials plan to present claims linking COVID-19 vaccines to child deaths at a CDC advisory committee meeting. This development has led to uncertainty regarding future vaccine recommendations for children and pregnant women, prompting Moderna and global regulators to reiterate Spikevax's safety record. To better understand the implications of this heightened safety scrutiny, we'll explore how...

If you’ve ever watched Bread Financial Holdings stock and wondered, “Is now the right time to buy, hold, or just move on?” you’re definitely not alone. Investors have had front-row seats to a stock that knows how to keep things interesting. Over the past year, Bread Financial has clocked an impressive 33.3% return, with long-term holders enjoying an 86.3% gain over five years. However, even in a market that never stands still, short-term swings can throw investors for a loop. The stock did...

At the recent Piper Sandler Conference, Arlo Technologies revealed a shift from hardware sales to a services-driven model, targeting a doubling of paid subscribers to 10 million and aiming for $700 million in annual recurring revenue by 2028 or 2029, supported by major partnerships with Verisure, ADT, and Calix. This transition is paired with goals for over 25% operating margins and relies on projected strong subscriber growth through collaborations, positioning Arlo for a more stable and...

Amazon recently advanced its eco-friendly delivery initiative by testing a variety of electric vans, including limited models from Ford Motor, as part of its goal to deploy 100,000 electric vehicles by 2030. This collaboration highlights Ford's growing presence in the commercial EV market and potential for future opportunities in large-scale fleet supply. We'll consider how Ford's participation in Amazon's electric fleet pilot could influence its investment narrative and commercial EV...

Trying to figure out what to do with Flutter Entertainment’s stock? You are not alone. This name has been on plenty of radars as it’s juggled headlines, strategic moves, and a fair bit of price action that can make even the most seasoned investors pause and scrutinize. Let's look at the recent moves: over the past week, Flutter's stock dipped 4.8%, with a similar drop of 4.2% over the past month. When the lens is widened, things start to look a lot brighter. The stock is up 10.4% so far this...

If you are watching Sezzle (NasdaqCM:SEZL), the past week has been quite an emotional ride. The company delivered impressive Q2 2025 results, showing sharp jumps in revenue and gross merchandise volume alongside stronger adjusted net income and EBITDA margins. However, shares tumbled by roughly 34% after management emphasized a slowdown in future growth and maintained earlier guidance, catching many by surprise given the momentum in the headline numbers. This disconnect between operational...

Mexico City and Monterrey recently announced partnerships with Xylem and Amazon to deploy Xylem Vue, an AI-driven water management platform projected to save over 1.36 billion liters of water annually, while Xylem has also entered a global agreement with Moleaer to scale its nanobubble wastewater treatment technology for municipal and industrial clients. These advances highlight Xylem's leadership in deploying innovative digital and sustainable solutions that maximize water efficiency,...

Trying to figure out what to do with Novavax stock? You are not alone. With a recent close at $7.98, Novavax has been one of the more dramatic rides in the biotech world, and lately, headlines have seemed to throw fuel onto an already volatile fire. In the last week, shares are up 1.0%. However, zooming out, the story gets trickier. Over the last month, Novavax is down 16.7%, and year-to-date, it has slipped 6.9%. Stretch that time horizon even more, and the losses get jaw-dropping: down...

APA Corporation recently declared a regular quarterly cash dividend of US$0.25 per share, payable on November 21, 2025, to shareholders of record as of October 22, 2025. This steady dividend payout, announced alongside better-than-expected profitability in the second quarter, underscores management's continued focus on reliable shareholder returns despite a drop in revenue. We'll explore how APA's continued commitment to stable dividends may influence its investment narrative and long-term...

Earlier this month, Talkdesk and CallRail each announced expanded AI-powered integrations with HubSpot at the INBOUND conference, while HubSpot unveiled 'The Loop,' an AI-centric marketing playbook aimed at reinventing personalized, data-driven growth strategies. A key takeaway is that HubSpot is accelerating ecosystem expansion and hybrid AI-human collaboration, broadening the platform’s capabilities for unified customer engagement and workflow automation. We'll examine how the introduction...

Intuitive Surgical (ISRG) just made waves with the announcement of innovative new software for its da Vinci 5 system, adding features like Force Gauge, In-Console Video Replay, and Network CCM. All of these have been freshly cleared by the FDA. These upgrades are not just bells and whistles; they aim to improve outcomes for surgeons and efficiency for hospital teams by offering real-time insights and streamlined updates. It is no surprise that this leap in technology has drawn sharply...

Chevron (CVX) has turned a few heads lately, even if no single event has triggered the recent movement. Investors keeping an eye on major energy stocks may have noticed subtle shifts in the company’s performance, prompting questions about what’s behind the momentum. For a name as established as Chevron, any deviation in price often leads to one big question: is there something more going on beneath the surface, or is it just market noise? Over the past year, Chevron’s share price has climbed...

If you’re following Ellington Financial (EFC), you might be wondering what’s driving its stock action lately. While there hasn’t been a single headline-grabbing event to explain recent movements, the ups and downs have quietly put the company back on the radar for investors trying to make sense of its underlying value. Sometimes, a lack of headline news is a signal in itself, especially for folks looking to separate enduring opportunities from short-term noise. Taking a look at the bigger...

On September 3, 2025, TKO Group Holdings, Inc. announced a very large 100% increase in its quarterly cash dividend and the extension of its multi-year T-Mobile Arena partnership, securing a minimum of four annual UFC events and two WWE events in Las Vegas through 2030. This combined development not only highlights TKO’s strong shareholder return approach but also strengthens its leadership in live sports entertainment by ensuring prime venue access for flagship events. We'll explore how the...

Earlier this month, Intuit presented at the Goldman Sachs Communacopia + Technology Conference in San Francisco, with CFO Sandeep Singh Aujla addressing the audience, while director Richard L. Dalzell sold 965 shares totaling US$665,950 under a pre-arranged plan between September 9 and 11, 2025. Despite reporting strong fourth-quarter revenue growth, Intuit’s first-quarter fiscal 2026 guidance fell short of investor expectations, prompting analysts to reconsider their outlooks. We’ll explore...

Earlier this month, Five Below opened a new store in Peru, Illinois, featuring a Party Shop and special grand opening promotions for early guests. Despite recent expansion and solid operational performance, broader pressures in the retail sector have shaped the conversation around discount retailers like Five Below. We'll now examine how concerns over sector-wide consumer spending weigh on Five Below's investment narrative in light of its continued growth initiatives. The latest GPUs need a...

US Foods Holding has just made its stance clear for the year ahead. If you are holding shares or thinking about getting in now, this may be the signal you were waiting for. The company reaffirmed its earnings guidance for 2025, expecting net sales growth between 4% and 6%, and maintained its ongoing share repurchase program. These moves suggest management is sticking to its outlook, aiming to reward shareholders and keep confidence high on Wall Street. Investors have taken notice. In the past...

Earlier this month, lululemon athletica inc. reported its second quarter 2025 results, announcing higher sales of US$2.53 billion but a year-on-year decline in net income to US$370.91 million, alongside reduced full-year guidance due to increased tariff-related costs and weaker U.S. trends. A key development is management’s expectation that new tariff costs and the end of the de minimis import exemption will reduce gross profit by approximately US$240 million this year, prompting operational...

If you’re staring at Sapiens International’s stock chart and wondering whether it’s time to buy, hold, or move on, you’re in good company. After all, the past few years have seen Sapiens International deliver an eye-catching 125.0% return over three years, with gains of 64.8% in just the current year to date. Even if the last 30 days have been relatively quiet, up only 0.7%, that long-term upward climb is hard to ignore. Market watchers have noted that much of this momentum stems from new...

ServisFirst Bancshares was recently upgraded to a Zacks Rank #1 (Strong Buy), reflecting improved earnings estimates and analyst confidence in future performance. This upgrade places ServisFirst among the top 5% of Zacks-covered stocks for positive earnings estimate revisions, signaling notable analyst optimism about its outlook. We'll explore how increased earnings estimate momentum from this upgrade may shift ServisFirst Bancshares' investment outlook and risk profile. Explore 24 top...