U.S. Banks Stock News

NasdaqGS:ADI
NasdaqGS:ADISemiconductor

Analog Devices (ADI) Net Margin Expansion Tests Bullish Long‑Term Profitability Narratives

Analog Devices (ADI) opened its new fiscal year with Q1 2026 results that sit on top of a clear ramp in recent quarters, with revenue moving from US$2,443.2 million in Q4 2024 to US$3,076.1 million in Q4 2025 and basic EPS stepping up from US$0.96 to US$1.60 over the same period. Over the trailing twelve months to Q4 2025, total revenue reached US$11.0 billion and basic EPS came in at US$4.59. This gives investors a fuller sense of earnings power coming into this latest print and sets the...
NasdaqGS:ROIV
NasdaqGS:ROIVBiotechs

A Look At Roivant Sciences (ROIV) Valuation After PHocus Trial Milestone And Weak Quarterly Earnings

Clinical and earnings updates shift focus for Roivant Sciences (ROIV) Roivant Sciences (ROIV) shares are in focus after the company reported a key clinical milestone for its pulmonary hypertension program and quarterly results that showed lower sales and a larger net loss compared with last year. See our latest analysis for Roivant Sciences. The clinical milestone and latest earnings are landing against a backdrop of strong momentum, with Roivant Sciences showing a 30 day share price return...
NasdaqGS:VSAT
NasdaqGS:VSATCommunications

The Bull Case For Viasat (VSAT) Could Change Following Q3 Profit Return And Astralintu Antenna Deal

In early February 2026, Viasat Inc. reported third-quarter revenue of US$1,157.05 million and net income of US$24.97 million, reversing a prior-year loss, while Astralintu purchased two advanced S/X/Ka-band antennas from Viasat to expand its Equatorial Ground Station Network in Ecuador. By integrating Astralintu’s equatorial sites into its Real-Time Earth Ground segment-as-a-Service network, Viasat is aiming to close coverage gaps across the Southern Caribbean, South America, and the Eastern...
NasdaqGS:MTCH
NasdaqGS:MTCHInteractive Media and Services

Assessing Match Group (MTCH) Valuation As User Metrics Weaken And Board Changes Continue

Board changes and weak user trends put Match Group in focus Match Group (MTCH) is back on investors’ radars after fresh boardroom changes and pressure on its core metrics, with payer counts, average revenue per user, and engagement all weakening over the last two years. See our latest analysis for Match Group. Despite the latest board reshuffle and weaker user metrics, Match Group’s recent share price returns have been slightly negative over most short timeframes, and its 1 year total...
NasdaqGM:TTD
NasdaqGM:TTDMedia

Is Trade Desk (TTD) Quietly Rewriting Its Data Advantage With THG’s Beauty Partnership?

On 16 February 2026, THG Ingenuity, part of The Hut Group, announced a partnership with The Trade Desk that makes audience segments from Cult Beauty and lookFANTASTIC available self-serve across The Trade Desk’s Kokai platform for omnichannel digital campaigns. This agreement gives advertisers access to high-quality retail commerce data across beauty categories, enabling more personalised targeting and closed-loop measurement against actual sales outcomes. We’ll now examine how this new...
NasdaqGS:FSLY
NasdaqGS:FSLYIT

Fastly (FSLY) Is Up 102.3% After AI-Focused 2026 Outlook And Narrower 2025 Losses Has The Bull Case Changed?

Fastly, Inc. reported its fourth-quarter 2025 and full-year 2025 results on 11 February 2026, with quarterly sales rising to US$172.61 million from US$140.58 million and its annual net loss narrowing to US$121.68 million on revenue of US$624.02 million, compared with US$543.68 million a year earlier. Management paired this performance with 2026 revenue guidance of US$700 million to US$720 million and emphasized growing demand from AI-related traffic and security services as key drivers of...
NasdaqGS:TEAM
NasdaqGS:TEAMSoftware

Atlassian (TEAM) Valuation Check After Record Q2, First Billion-Dollar Cloud Quarter And Rovo AI Momentum

Atlassian (TEAM) shares are reacting to a packed February, with investors weighing a record fiscal Q2 that reached key revenue milestones, raised guidance, and highlighted the growing role of the Rovo AI platform. See our latest analysis for Atlassian. Even with the solid fiscal Q2 and raised guidance, Atlassian’s share price tells a different story, with a 30 day share price return of 29.47% and a 1 year total shareholder return decline of 72.47%, suggesting momentum has been under pressure...
NYSE:ALK
NYSE:ALKAirlines

How Strong Q4 Earnings and Broad Bonuses May Impact Alaska Air Group (ALK) Investors

Earlier this month, Alaska Air Group reported fourth-quarter 2025 results with adjusted EPS of US$0.43 versus analyst expectations of US$0.11, while Executive Vice President and Chief Commercial Officer Andrew R. Harrison sold about US$794,762 of stock after exercising restricted stock units. On February 15, 2026, the company also awarded nearly three weeks of performance-based bonus pay to more than 32,000 employees, underscoring management’s focus on operational execution, service...
NYSE:HII
NYSE:HIIAerospace & Defense

Huntington Ingalls Taps AI Welding As Investors Weigh Productivity And Valuation

Huntington Ingalls Industries (NYSE:HII) has signed a memorandum of understanding with Path Robotics to integrate AI-driven autonomous welding into shipbuilding operations. The agreement focuses on jointly developing physical AI-based welding systems for use across HII's shipyards. The collaboration aims to automate welding tasks, support the existing workforce, and increase throughput in naval ship production. For a company like Huntington Ingalls Industries, which builds complex naval...
NYSE:TROX
NYSE:TROXChemicals

Tronox Holdings (TROX) Is Down 7.8% After Wider 2025 Losses Despite Maintained Dividend - What's Changed

Tronox Holdings plc has released its fourth-quarter and full-year 2025 results, showing quarterly sales rising to US$730 million but a much larger net loss of US$176 million, and full-year sales slipping to US$2.90 billions alongside a significantly wider US$470 million loss. Despite these deeper losses, the board maintained a cash dividend of US$0.05 per share and confirmed a director’s decision not to seek re-election for time-commitment reasons rather than any disagreement with the...
NYSE:MS
NYSE:MSCapital Markets

Morgan Stanley Repositions With AI Wealth Tools Crypto Access And Real Asset Exit

Morgan Stanley (NYSE:MS) is rolling out AI driven tools for its wealth management business, including advisor support systems and automated portfolio engines. The firm plans to offer crypto trading through E*Trade, extending its retail brokerage platform into digital assets. Morgan Stanley has completed the sale of its Spring Arbor Senior Living portfolio, marking an exit from a large senior housing investment. For you as an investor, these moves sit at the core of what Morgan Stanley does:...
NYSE:LH
NYSE:LHHealthcare

Alzheimer’s Test Launch And 2026 Outlook Might Change The Case For Investing In Labcorp (LH)

In February 2026, Labcorp Holdings reported fourth-quarter 2025 sales of US$3,515.8 million and full-year sales of US$13.95 billion, alongside higher net income and earnings per share from continuing operations year over year, while issuing 2026 revenue guidance of US$14.61 billion to US$14.79 billion. The company also completed a multi-year US$3.64 billion share repurchase program and expanded its Alzheimer’s testing portfolio with the nationwide launch of the FDA-cleared Elecsys pTau-181...
NYSE:ARR
NYSE:ARRMortgage REITs

ARMOUR Residential REIT Profit Return And Portfolio Growth Put Dividend In Focus

ARMOUR Residential REIT (NYSE:ARR) reported a year over year move from a loss to profitability. The company recorded substantial net income for both the fourth quarter and full year. ARR expanded its investment portfolio by about 60% after deploying newly raised capital. ARMOUR Residential REIT focuses on mortgage related investments, so its earnings profile can be sensitive to interest rates, funding costs and portfolio positioning. A shift from a prior year loss to generating net income,...
NYSE:AMT
NYSE:AMTSpecialized REITs

Assessing American Tower’s Valuation As Analyst Support And Institutional Buying Increase

Analyst support and institutional buying put American Tower in focus American Tower (AMT) has moved into the spotlight after a recent stretch of gains that coincided with strong analyst buy ratings and increased positions from institutions such as Aberdeen Group plc and CIBC World Markets. See our latest analysis for American Tower. That six day winning streak, which added roughly 13% to the share price before the recent 3.35% one day pullback to US$186.62, sits alongside a 6.76% year to date...
NYSE:BLCO
NYSE:BLCOMedical Equipment

Bausch + Lomb (BLCO) Loss Narrows To US$28m As Margin Repair Narrative Gains Traction

Bausch + Lomb (NYSE:BLCO) has put out its latest FY 2025 numbers with Q3 revenue of US$1.3b and a basic EPS loss of US$0.08, as investors weigh how far the business has come toward closing the profitability gap. The company has seen quarterly revenue move from US$1.1b in Q1 2025 to US$1.3b in Q3, while basic EPS losses over that stretch ranged from US$0.60 in Q1 to US$0.18 in Q2 and US$0.08 in Q3. This sets up the current update as a check-in on how quickly margins can repair from here. See...
NYSE:MCD
NYSE:MCDHospitality

McDonald's Tests GLP-1 Friendly Menu While Deepening Cultural Relevance

McDonald's (NYSE:MCD) is reworking its menu to appeal to Americans using GLP-1 weight loss drugs, including tests of higher protein options. The company is also rolling out fresh marketing tie ups, such as the Drake OVO Afters Meal in Canada, to keep its brand culturally visible. For a company built on burgers, fries and soft drinks, McDonald's sits at the center of changing food habits and health trends. GLP-1 medications are starting to influence how some consumers think about portions,...
NYSE:PRU
NYSE:PRUInsurance

How Prudential’s New 4.650% Notes and Insider Buying At Prudential Financial (PRU) Have Changed Its Investment Story

Prudential Financial recently completed a fixed‑income offering of 4.650% senior unsecured callable notes due February 15, 2036, priced at 100% with a 1.8% discount per security. Alongside this debt issuance, insider share purchases by senior leaders have drawn attention to how management is positioning the balance sheet and signaling confidence amid ongoing operational and reputational considerations. Next, we’ll explore how Prudential’s new 4.650% senior notes could interact with its...
NYSE:CALY
NYSE:CALYLeisure

Is It Too Late To Consider Callaway Golf (CALY) After An 83% One Year Surge?

If you are wondering whether Callaway Golf at around US$13.49 still offers value after a strong run, or if the easier gains may already have passed, this article is for you. The stock has seen a 10.4% decline over the past week and a 10.9% decline over the past month. It still sits on a 15.1% gain year to date and an 83.5% return over the last year, while the 3 year and 5 year returns are 42.6% and 51.5% declines respectively. Recent price swings have kept Callaway Golf on the radar of...
NasdaqGS:CHTR
NasdaqGS:CHTRMedia

What Charter Communications (CHTR)'s Launch of Invincible WiFi 7 Service Means For Shareholders

In February 2026, Spectrum, a Charter Communications brand, introduced Invincible WiFi, the first WiFi 7 service with an integrated battery providing up to eight hours of backup power and a 5G cellular failover connection for both residential and business customers. This product could strengthen Charter’s broadband offering by pairing higher-speed WiFi 7 performance with resilience during power and network outages, potentially increasing the appeal of its premium internet tiers and bundled...
NYSE:RBA
NYSE:RBACommercial Services

RB Global (RBA) Margin Slippage Tests Bullish Multi Year Earnings Growth Narrative

RB Global (RBA) has wrapped up FY 2025 with fourth quarter revenue of US$1.2 billion and basic EPS of US$0.53, alongside net income excluding extra items of US$99.1 million. This sets a clear marker for how the year finished. Across recent periods, the company has seen quarterly revenue range from US$981.8 million in Q3 2024 to US$1.2 billion in Q4 2025, while basic EPS moved between US$0.36 and US$0.56 over that span. This gives investors a concrete view of how the top and bottom lines have...
NYSE:PNC
NYSE:PNCBanks

Stronger Quarter and New Consumer Data Product Could Be A Game Changer For PNC Financial (PNC)

PNC Financial Services Group recently reported Q4 2025 results that surpassed analyst expectations, with management highlighting stronger loan growth, solid noninterest income and disciplined expense control, alongside leadership changes including the upcoming retirement of Chief Corporate Responsibility Officer Richard Bynum and the promotion of Stacy Juchno to succeed him. At the same time, PNC has begun publishing a new Monthly Consumer Health Check that uses anonymized internal data to...
NasdaqGS:HBAN
NasdaqGS:HBANBanks

A Look At Huntington Bancshares (HBAN) Valuation After Wealth Management Transfer And Governance Refresh

Huntington Bancshares (HBAN) has drawn fresh attention after moving its US$28.0b wealth management business to Ameriprise and refreshing its board, alongside recent Q4 2025 earnings momentum and supportive analyst commentary. See our latest analysis for Huntington Bancshares. Those moves come after a period where sentiment around Huntington Bancshares has been improving, with the latest share price at US$17.89, a 90 day share price return of 16.78% and a 5 year total shareholder return of...
NYSE:VAC
NYSE:VACHospitality

Assessing Marriott Vacations Worldwide (VAC) Valuation After Recent Share Price Momentum

Why Marriott Vacations Worldwide (VAC) is Back on Investor Radars Recent trading in Marriott Vacations Worldwide (VAC) has drawn attention as investors reassess the timeshare and vacation ownership specialist, with the stock showing mixed returns across the past week, month, and past 3 months. See our latest analysis for Marriott Vacations Worldwide. At a share price of US$58.96, Marriott Vacations Worldwide has seen short term momentum pick up with a 2.38% 1 day and 6.16% 7 day share price...
NYSE:WMK
NYSE:WMKConsumer Retailing

Weis Markets (WMK) Valuation Check After Recent Share Price Momentum

Recent moves in Weis Markets stock Weis Markets (WMK) has caught investor attention after a steady run, with the share price at $72.70 and total return figures that differ sharply between the past month, past 3 months, and recent years. See our latest analysis for Weis Markets. At a share price of $72.70, Weis Markets has seen short term momentum, with a 30 day share price return of 5.38% and a 90 day share price return of 10.86%. The 1 year total shareholder return of 3.45% contrasts with a...