U.S. Banks Stock News

NYSE:NE
NYSE:NEEnergy Services

Is Noble (NE) Price Rally Outrunning Its Cash Flow And Earnings Valuation?

If you are wondering whether Noble's current share price lines up with its underlying worth, you are not alone. This article is here to unpack that question clearly. Noble's share price recently closed at US$44.06, with returns of 14.5% over 7 days, 47.3% over 30 days, 51.9% year to date, and 55.6% over 1 year, which has caught the attention of many investors thinking about growth potential and changing risk perceptions. Recent coverage of Noble has highlighted the stock's role in the energy...
NasdaqGS:PEGA
NasdaqGS:PEGASoftware

Pega (PEGA) Margin Surge To 22.5% Challenges Bearish Earnings Narratives

Pegasystems (PEGA) capped FY 2025 with fourth quarter revenue of US$504.3 million and basic EPS of US$1.38, alongside trailing twelve month revenue of US$1.75 billion and EPS of US$2.30, set against earnings growth of 296.7% over the past year. Over recent periods, the company has seen quarterly revenue move between US$325.1 million and US$504.3 million and basic EPS range from a loss of US$0.08 to a gain of US$1.38, while trailing net profit margin increased from 6.6% to 22.5%. For...
NYSE:TWLO
NYSE:TWLOIT

Is Twilio (TWLO) Pricing Reflect Its Repositioning And Recent Share Price Swings

If you are wondering whether Twilio’s current share price lines up with its underlying worth, you are not alone. This article is here to unpack the numbers in a clear, practical way. Twilio’s stock closed at US$110.44, with returns of a 1.3% decline over 7 days, a 16.3% decline over 30 days, a 20.2% decline year to date, a 23.6% decline over 1 year and a 67.2% gain over 3 years, alongside a 73.2% decline over 5 years. Taken together, these figures suggest investors have been repeatedly...
NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

Is It Too Late To Consider AST SpaceMobile (ASTS) After Its 251% One Year Surge

If you are trying to figure out whether AST SpaceMobile is priced attractively or already baking in big expectations, you are in the right place for a clear look at its valuation. The share price recently closed at US$96.92, with returns of 16.1% year to date and 251.0% over the last year, even after a 6.4% decline over the past week and a 1.5% decline over the last month. Recent news has focused on AST SpaceMobile's efforts to build a space based cellular broadband network, along with...
NasdaqCM:MLTX
NasdaqCM:MLTXBiotechs

Assessing MoonLake Immunotherapeutics (MLTX) Valuation After Recent Share Price Volatility

MoonLake Immunotherapeutics: Recent Returns Put Volatility in Focus MoonLake Immunotherapeutics (MLTX) has seen mixed share performance recently, with a 1 day return of 1.1%, a 7 day gain of 5.1%, a month decline of 12.7%, and a past 3 months gain of 25.7%. See our latest analysis for MoonLake Immunotherapeutics. At a share price of $15.79, MoonLake Immunotherapeutics has paired strong recent share price momentum, with a 90 day share price return of 25.7% and a year to date share price return...
NYSE:QBTS
NYSE:QBTSSoftware

Is D-Wave Quantum (QBTS) Pricing Reflect Its Sharp Swings And DCF Upside Potential

If you are wondering whether D-Wave Quantum's share price still lines up with its underlying worth, this article will help you weigh what you are really paying for. The stock closed at US$19.64, with a 7 day return of a 2.3% decline, a 30 day return of a 31.8% decline and a year to date return of a 30.2% decline, set against a 1 year return of 225.2% and a very large 3 year gain. Recent coverage around D-Wave Quantum has focused on its position in quantum computing and how investors are...
NasdaqGS:CINF
NasdaqGS:CINFInsurance

Assessing Cincinnati Financial (CINF) Valuation After Recent Share Price Pullback

Event context and recent share performance Cincinnati Financial (CINF) has been drawing attention after a period of mixed short term returns, with a slight gain over the past month, a small decline over the past 3 months, and a stronger 1 year total return. See our latest analysis for Cincinnati Financial. With the share price at US$163.46, Cincinnati Financial’s recent 7 day share price return of a 4.7% decline contrasts with its 1 year total shareholder return of about 21.9%, hinting that...
NYSE:KEY
NYSE:KEYBanks

KeyCorp Refocuses On Buybacks And Governance After HoldCo Agreement

KeyCorp (NYSE:KEY) and HoldCo Asset Management agreed to halt acquisitions, initiate a US$300 million stock buyback, and add a new independent director. The agreement heads off a potential proxy fight and reflects active engagement between the bank and one of its shareholders. KeyCorp is a regional banking group focused on lending, deposit gathering, and related financial services, an area that has been under close investor scrutiny after industry stresses and tighter regulation...
NYSE:CTRA
NYSE:CTRAOil and Gas

Devon Coterra Merger Reshapes Shale Scale Governance And Investor Returns

Devon Energy and Coterra Energy (NYSE:CTRA) have entered into a definitive merger agreement, forming a combined shale operator with an estimated enterprise value of about US$58b. The deal includes changes to the management team and board structure for the combined company. The transaction terms feature higher dividends for shareholders and a sizeable share repurchase program. An investigation is underway into whether Coterra's Board met its fiduciary duties in agreeing to the...
NYSE:TXT
NYSE:TXTAerospace & Defense

Assessing Textron (TXT) Valuation After New Share Buyback And Board Appointment

Textron’s new buyback and board appointment in focus Textron (TXT) has drawn fresh attention after its Board authorized a new share repurchase program for up to 25,000,000 shares, alongside the upcoming addition of finance veteran Cristina Méndez to its Board of Directors. See our latest analysis for Textron. At a share price of $97.28, Textron has seen a 7.22% 7 day share price return and an 11.75% year to date share price return. Its 1 year total shareholder return of 33.76% and 5 year...
NasdaqGS:KTOS
NasdaqGS:KTOSAerospace & Defense

Pentagon Drone Gauntlet Win And New UAV Deals Might Change The Case For Investing In Kratos Defense & Security Solutions (KTOS)

Earlier in February 2026, Kratos Defense & Security Solutions announced its selection for Phase 1 of the U.S. Office of the Secretary of War’s Drone Dominance Gauntlet, alongside new contracts of about US$65,000,000 for training simulators and progress on its Mighty Hornet IV attack UAV collaboration with Taiwan’s NCSIST. These developments highlight how Kratos is increasingly embedded in next‑generation unmanned systems programs, potentially reinforcing its position in low-cost, high-volume...
NasdaqGS:CPRT
NasdaqGS:CPRTCommercial Services

Is Copart (CPRT) Offering Opportunity After A 33% Share Price Pullback?

If you are wondering whether Copart's current share price really matches its underlying worth, you are not alone. That is exactly what this article will help you unpack. Over the past year the stock is down 33.1%, even though it is up 4.6% year to date. This can change how investors think about both its growth potential and its risk profile. Recent headlines around Copart have focused on its role in vehicle remarketing and salvage auctions, as investors watch how demand for used and damaged...
NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

Stretch Preferreds Reshape Strategy Bitcoin Funding And Dilution Trade Offs

Strategy, listed as NasdaqGS:MSTR, has launched and expanded a perpetual preferred stock program branded "Stretch" to fund additional Bitcoin acquisitions. The company is using Stretch to raise capital for its Bitcoin strategy while aiming to limit dilution from new common share issuances. The preferred structure introduces fixed dividend obligations that could reshape Strategy's capital mix and risk profile over time. Strategy, trading at $126.07, sits at the intersection of AI analytics...
NasdaqGS:NDAQ
NasdaqGS:NDAQCapital Markets

Is Nasdaq’s (NDAQ) New Private Capital Index Suite Quietly Redefining Its Competitive Moat?

On 10 February 2026, Nasdaq, Inc. launched the Nasdaq Private Capital™ Indexes, a rules-based benchmark suite built from more than 14,000 institutional private market funds representing about US$11.40 trillion in global AUM across private equity, debt, venture, real estate and other strategies. The indexes apply a documented methodology, including Modified Dietz quarterly performance and NAV-weighted aggregation, aiming to give institutional investors clearer, more consistent performance...
NasdaqGS:ON
NasdaqGS:ONSemiconductor

ON Semiconductor (ON) Is Up 14.7% After Mixed 2025 Results And New AI-Focused Strategy Shift – Has The Bull Case Changed?

ON Semiconductor’s February 9 earnings release showed fourth-quarter 2025 revenue of US$1,530.1 million and net income of US$181.8 million, with full-year revenue of US$5,995.4 million and net income of US$121 million, alongside new first-quarter 2026 guidance and continued share repurchases. Beyond the headline figures, onsemi underscored more than US$250 million in 2025 AI data center revenue, a new US$6.00 billion buyback program, and plans to exit about US$300 million of non-core revenue...
NYSE:MKL
NYSE:MKLInsurance

Is Markel Group (MKL) Still Attractive After Long-Term Rally And Mixed Valuation Signals

If you are wondering whether Markel Group is still offering fair value after a long run as an insurance and investment holding company, you are not alone in asking what you are really paying for at US$2,099.06 per share. The stock has returned 2.2% over the last 7 days, while the 30 day and year to date returns show 1.0% and 1.5% declines, against a 10.5% return over 1 year, 55.7% over 3 years, and 91.9% over 5 years. Recent news around Markel Group has focused on its role as an insurance...
NYSE:PSN
NYSE:PSNProfessional Services

Parsons (PSN) Margins Hold At 3.7% Testing Bullish Profitability Narratives

Parsons FY 2025 results in focus Parsons (PSN) has put fresh numbers on the table for FY 2025, with Q3 revenue at US$1.6 billion and basic EPS of US$0.60, setting the tone for how the rest of the year is shaping up. The company has seen quarterly revenue move from US$1.55 billion in Q1 2025 to US$1.62 billion in Q3 2025, while EPS has ranged from US$0.52 to US$0.62 over the same stretch. This gives investors a clearer view of how earnings are tracking as margins and profit quality stay in...
NYSE:DD
NYSE:DDChemicals

DuPont De Nemours (DD) One Off US$577 Million Loss Tests Bullish Margin Narrative

DuPont de Nemours (DD) has just laid out a choppy FY 2025 picture, with Q4 revenue of US$1.7 billion and a basic EPS loss of US$0.28, against a trailing twelve month EPS of US$1.73 built on revenue of US$12.8 billion and a reported 72.4% earnings growth over the last year. Over recent periods the company has seen revenue move from US$12.4 billion to US$12.8 billion on a trailing basis, while net margin has shifted from 3.8% to 5.7%. This sets up a story where stronger earnings growth, a one...
NasdaqGS:EA
NasdaqGS:EAEntertainment

Assessing Electronic Arts (EA) Valuation As Shares Trade Near Analyst Targets

Electronic Arts (EA) is back in focus for investors, with recent trading highlighting how its gaming portfolio and live services model are translating into current returns rather than one off headline events. See our latest analysis for Electronic Arts. At a share price of $202.24, Electronic Arts has seen mixed short term share price returns, including a 2.74% 7 day gain and a slight 30 day decline. Its 1 year and 3 year total shareholder returns of 54.92% and 81.34% point to stronger longer...