U.S. Banks Stock News

NYSE:NET
NYSE:NETIT

Cloudflare (NET) Revenue Momentum Tests Rich Valuation Narrative After Q4 Loss Continues

Cloudflare FY 2025 earnings: revenue momentum meets persistent losses Cloudflare (NET) has wrapped up FY 2025 with Q4 revenue of US$614.5 million and a basic EPS loss of US$0.03, alongside net income excluding extra items of a US$12.1 million loss. The latest trailing twelve month figures show revenue of US$2.0 billion and a basic EPS loss of US$0.30. Over recent periods, the company has seen quarterly revenue move from US$459.9 million in Q4 2024 to US$614.5 million in Q4 2025. Basic EPS...
NYSE:D
NYSE:DIntegrated Utilities

Is Dominion’s Infrastructure Modernization And Clean-Energy Pivot Altering The Investment Case For Dominion Energy (D)?

Recently, Dominion Energy has been ramping up investments to modernize its electric and natural gas infrastructure while redirecting capital toward cleaner energy projects, aiming to strengthen its core regulated utility operations. This shift underscores how Dominion is trying to balance long-term energy transition priorities with the steady, regulated cash flows and dividend profile that many income-focused investors look for. We’ll now examine how Dominion’s push into cleaner, modernized...
NasdaqGS:CMCSA
NasdaqGS:CMCSATelecom

Comcast Spin Off Of Versant Media Reshapes Media Exposure And Valuation

Comcast, ticker NasdaqGS:CMCSA, has completed the spin off of Versant Media Group into an independent company. The deal moves key media and digital brands out of Comcast’s portfolio and into Versant Media Group. The separation affects both Comcast and Versant shareholders by reshaping ownership of these media assets. For you as an investor, this move changes what sits inside NasdaqGS:CMCSA. Comcast now leans more on its remaining media, broadband and connectivity businesses, while Versant...
NYSE:SOLV
NYSE:SOLVMedical Equipment

Solventum Expands MedSurg With Acera Deal As Valuation Signals Upside

Solventum (NYSE:SOLV) has completed its acquisition of Acera Surgical, a bioscience company focused on regenerative wound care. The deal expands Solventum's MedSurg portfolio and adds exposure to regenerative medicine applications in US acute care settings. The company expects the transaction to have a long term accretive impact. For you as an investor, this move puts more attention on Solventum's MedSurg business, which already plays a central role in hospital and surgical settings...
NYSE:BBY
NYSE:BBYSpecialty Retail

Should Best Buy’s Raised EPS Guidance and Stronger Tech Sales Require Action From Best Buy (BBY) Investors?

In November 2025, Best Buy reported past-third-quarter results that topped analyst expectations, with comparable sales and total revenue both increasing and management lifting its fiscal 2026 adjusted EPS guidance to a US$6.25–US$6.35 range. The stronger performance in computing, gaming, and mobile phones highlighted the importance of these categories to Best Buy’s earnings power and future guidance. Now we’ll explore how Best Buy’s upgraded earnings outlook potentially reshapes the earlier...
NYSE:VRT
NYSE:VRTElectrical

Vertiv Holdings Co (VRT) Margin Expansion Reinforces Bullish Narratives In Q3 FY 2025

Vertiv Holdings Co (VRT) has put up another busy quarter, with Q3 FY 2025 revenue at US$2.7 billion and basic EPS of US$1.04 setting the tone for its latest financial update. The company has seen revenue progress from US$2.1 billion and EPS of US$0.47 in Q3 FY 2024 to US$2.7 billion and EPS of US$1.04 in Q3 FY 2025. Trailing 12 month net income of US$1.0 billion on revenue of US$9.7 billion points to a business where margins are front and center for investors watching this earnings print. See...
NYSE:IVZ
NYSE:IVZCapital Markets

Is It Time To Reassess Invesco (IVZ) After A 51% One Year Share Price Gain?

If you are trying to figure out whether Invesco's current share price really stacks up, you are in the right place for a closer look at what sits behind the ticker. Invesco's stock has seen a 51.0% return over the past year, even though the last month brought an 8.1% decline from a recent close of US$26.44 and a 1.5% dip over the last week. Recent headlines around Invesco have focused on its position as a global asset manager and how investors are reacting to shifts in sentiment toward the...
NYSE:POR
NYSE:PORElectric Utilities

Portland General’s Distribution Plan Settlement Could Be A Game Changer For Portland General Electric (POR)

Portland General Electric recently reached a settlement agreement on its Distribution System Plan Alternative Recovery Mechanism and submitted it to the Oregon Public Utility Commission, prompting differing analyst reactions to the regulatory shift. The split between Ladenburg Thalmann’s downgrade and BTIG’s reaffirmed optimism highlights how sensitive Portland General Electric’s outlook is to regulatory clarity and cost recovery mechanisms. We’ll now examine how this Distribution System...
NasdaqGS:HOOD
NasdaqGS:HOODCapital Markets

Has Robinhood Markets (HOOD) Run Too Far After Recent Share Price Volatility?

If you are wondering whether Robinhood Markets at around US$77.97 is priced for more growth or a setback, you are not alone. The stock's recent moves have raised fresh questions about what a fair value really looks like. The share price has seen a 7.3% gain over the last week, set against a 35.2% decline over the last 30 days, a 32.3% decline year to date and a 22.2% gain over the past year, with a very large positive return over three years that hints at how sharply sentiment can...
NasdaqGS:GLPI
NasdaqGS:GLPISpecialized REITs

Is Gaming And Leisure Properties (GLPI) Pricing Reflect Its Recent Steady Multi Year Returns?

If you are wondering whether Gaming and Leisure Properties is trading at an attractive price today, you are not alone. This article looks directly at what you are getting for the current share price. The stock last closed at US$46.24, with returns of 1.7% over 7 days, 2.8% over 30 days, 4.1% year to date, 2.0% over 1 year, 5.3% over 3 years and 43.3% over 5 years. These figures raise fair questions about how much value is already reflected in the price. Recent attention on Gaming and Leisure...
NYSE:DXC
NYSE:DXCIT

A Look At DXC Technology (DXC) Valuation After New AI Workspace Rollout And Business Unit Launch

DXC Technology (DXC) has just finished rolling out Amazon Quick, an AI powered digital workspace, across its 115,000 person workforce and created a new unit to help clients scale similar AI deployments. See our latest analysis for DXC Technology. Despite the AI push and recent earnings update, DXC Technology's recent share price momentum has been weak. The 1 month share price return shows an 8.90% decline and the 1 year total shareholder return shows a 31.11% decline, while the 3 month share...
NYSE:ABR
NYSE:ABRMortgage REITs

Assessing Arbor Realty Trust’s Valuation After Weakening Fundamentals And Negative Analyst Ranking

Why Arbor Realty Trust (ABR) is back on investors’ radar Arbor Realty Trust (ABR) is in focus after a mix of weaker long term revenue trends, earnings per share pressure, and a lower tangible book value per share raised fresh questions about its fundamentals. See our latest analysis for Arbor Realty Trust. At a share price of US$7.60, Arbor Realty Trust has seen a 16.3% 90 day share price decline and a 37.1% 1 year total shareholder return loss, suggesting momentum has been fading as...
NasdaqGS:FOXA
NasdaqGS:FOXAMedia

Is Fox (FOXA) Prioritizing Shareholder Payouts Over Profitability And Creative Investment?

In the past quarter, Fox Corporation reported second-quarter 2025 revenue of US$5,182 million, modestly above last year, while net income and earnings per share declined versus the prior period. Alongside weaker profitability, Fox continued returning capital to shareholders through a US$0.28 dividend and extensive share repurchases totaling very large amounts since 2019, while also investing in brand leadership with the hire of Lucas P. Aragón to shape FOX Advertising’s creative...
NYSE:AMG
NYSE:AMGCapital Markets

A Look At Affiliated Managers Group (AMG) Valuation As Earnings And New Partnerships Draw Investor Attention

Why Affiliated Managers Group’s upcoming earnings matter Affiliated Managers Group (AMG) is set to report its Q4 and full year 2025 results before the market opens on February 12, alongside an earnings call that follows several recent portfolio moves. The company has sold its interest in Comvest Partners’ private credit business, acquired a minority stake in Montefiore Investment, and entered a partnership with Brown Brothers Harriman & Co., giving investors several updates to track in this...
NYSE:GL
NYSE:GLInsurance

How Globe Life’s Higher 2026 Earnings Guidance and Buybacks Will Impact Globe Life (GL) Investors

In early February 2026, Globe Life Inc. reported fourth-quarter 2025 results showing year-over-year growth in revenue, net income, and diluted earnings per share from continuing operations, and it detailed that full-year 2025 revenue reached US$5.99 billion with net income of US$1.16 billion. Soon after, the company raised its 2026 net operating income guidance to a range of US$14.95 to US$15.65 per diluted share and confirmed continued share repurchases, signaling management’s confidence in...
NasdaqGS:HAS
NasdaqGS:HASLeisure

Hasbro Rerating Around Wizards Strength Buyback And New Licensing Deals

Hasbro (NasdaqGS:HAS) reported standout fourth quarter results with record growth in Magic: The Gathering and a 31% year over year net revenue increase. The company announced new licensing partnerships tied to Harry Potter and Voltron, expanding its entertainment and consumer products reach. Management also unveiled a $1b share repurchase program alongside cost saving initiatives aimed at sharpening the business. For investors watching NasdaqGS:HAS, the latest update puts fresh numbers...
NasdaqGS:NWE
NasdaqGS:NWEIntegrated Utilities

How Investors Are Reacting To NorthWestern Energy (NWE) Revenue Growth, Margin Squeeze And A Higher Dividend

NorthWestern Energy Group, Inc. has reported its full-year 2025 results, with revenue rising to US$1,610.6 million while net income declined to US$181.1 million, and at the same time the board approved a higher quarterly dividend of US$0.67 per share payable on March 31, 2026. The combination of stronger top-line performance, weaker earnings and a 1.5% dividend increase highlights management’s focus on returning cash to shareholders while operating through profit margin pressure. Next, we’ll...
OTCPK:LKNC.Y
OTCPK:LKNC.YHospitality

Will Luckin’s 30,000th Store and Origin Flagship Strategy Change Luckin Coffee's (LKNC.Y) Narrative

In early February 2026, Luckin Coffee marked the opening of its 30,000th store in Shenzhen, unveiling its first Origin Flagship with premium single-origin offerings, advanced semi-automatic machines, and a LEED Platinum, zero-carbon-compliant design. The flagship’s focus on showcasing Luckin’s integrated global supply chain, specialty coffee credentials, and sustainability agenda highlights a shift from pure scale expansion toward brand elevation and quality differentiation. We’ll now...