U.S. Banks Stock News

Earlier this week, Coastal Financial, a banking services provider focused on community banking, saw renewed investor interest as robust earnings growth forecasts drew fresh attention from institutional investors. This reaction highlights how confidence from large investors can reinforce market belief in Coastal Financial’s community banking business model and earnings potential. We’ll now examine how this renewed institutional confidence shapes Coastal Financial’s investment narrative and...

Earlier this month, KeyBanc Capital Markets initiated coverage of Kratos Defense & Security Solutions with an Overweight rating, emphasizing its exposure to hypersonics, collaborative combat aircraft drones, and other advanced Pentagon programs alongside recent facility expansions in Vancouver, Jerusalem, and Michigan. This combination of bullish analyst coverage and growing production footprint highlights how Kratos is increasingly aligned with modernization priorities in global defense...

Piper Sandler just kicked off coverage of First Commonwealth Financial (FCF) with an Overweight rating, spotlighting its stronger than peer returns, accelerating earnings, and a valuation that still sits at a discount. See our latest analysis for First Commonwealth Financial. At a share price of $17.26, First Commonwealth’s 1 month share price return of 7.14% contrasts with a softer 90 day share price return, while a 5 year total shareholder return of 87.46% points to durable, if currently...

Photronics (PLAB) has quietly turned into one of those under the radar chip enablers powering the broader semiconductor cycle, and its recent share performance now has investors asking whether the run still has room. See our latest analysis for Photronics. With the share price now at $33.09, Photronics has cooled off a bit after a sharp run, but a 57.12 percent one month share price return and 38.74 percent one year total shareholder return still point to momentum that investors clearly have...

Morgan Stanley recently upgraded Warner Music Group to overweight while several insiders bought shares, coinciding with broad analyst optimism about the company’s prospects. At the same time, Warner Music Group has been cutting costs through layoffs and restructuring, highlighting management’s push to boost efficiency alongside growth initiatives. We’ll now examine how insider share purchases, alongside these restructuring efforts, may influence Warner Music Group’s broader investment...

Earlier this month, Texas Pacific Land Corporation announced a 3-for-1 stock split effective December 23, 2025, alongside a US$505 million cash purchase of 17,306 net royalty acres and 8,147 surface acres to expand its Permian Basin footprint. The company also revealed a partnership with Bolt Data & Energy to develop AI-focused data center campuses on its West Texas land, marking a move to pair its royalty and water assets with digital infrastructure exposure. Next, we’ll examine how Texas...

Texas Roadhouse (TXRH) is back on investors radar after a major brokerage upgrade, with the stock climbing as the firm pointed to easing beef costs ahead and a more appealing post pullback valuation. See our latest analysis for Texas Roadhouse. The upgrade lands after a choppy year for Texas Roadhouse, where a recent pullback set up room for today’s bounce, even as the 90 day share price return of 10.10 percent contrasts with a more muted 1 year total shareholder return of negative 1.07...

CVB Financial (CVBF) has been grinding sideways lately, and that kind of quiet tape can actually be useful for investors because it lets you focus on earnings power, credit quality, and long term valuation. See our latest analysis for CVB Financial. Over the past year the share price has lost some ground, with a negative year to date share price return and a modestly negative one year total shareholder return. This suggests momentum has cooled as investors reassess growth and credit risk...

Planet Labs PBC (PL) has quietly delivered a massive turnaround for shareholders, with the stock up roughly 72% over the past month and almost 59% in the past 3 months. See our latest analysis for Planet Labs PBC. That surge has flipped the script on what had been a tough stretch, with a powerful year to date share price return of 383.12% and a three year total shareholder return of 325.28% signaling that momentum has clearly shifted in Planet Labs PBC's favor. If this kind of swing has you...

ADMA Biologics (ADMA) just lifted its 2025 revenue guidance to $510 million, up from its previous expectation of more than $500 million, a move that puts the company’s growth trajectory squarely in focus. See our latest analysis for ADMA Biologics. The upbeat guidance comes as momentum builds again in the stock, with a roughly 14% 1 month share price return and a standout 3 year total shareholder return above 430% reinforcing the growth narrative. If this kind of biologics growth story has...

UL Solutions (ULS) just delivered a stronger than expected third quarter, with revenue and earnings coming in ahead of forecasts, and that performance is a big part of why the stock has been moving. See our latest analysis for UL Solutions. That backdrop helps explain why, even after a recent 1 month share price return of minus 10.21% and a pullback to 76.95 dollars, UL Solutions still boasts a powerful year to date share price return of 54.98% and a 1 year total shareholder return of 53.20%...

Roku (ROKU) has been back in the spotlight after a wave of bullish analyst calls, with Morgan Stanley and Guggenheim highlighting its connected TV ad momentum and partnership driven platform growth as key upside drivers. See our latest analysis for Roku. The latest analyst upgrades and new content deals, such as adding CNN Headlines and expanding The Roku Channel, have come on top of a 30 day share price return of 16.61% and a year to date share price return of 46.09%. The three year total...

Earlier this month, Legend Biotech reported new long-term clinical and translational data for its CARVYKTI CAR-T therapy in relapsed or refractory multiple myeloma, including updated efficacy and safety findings from the CARTITUDE-1 and CARTITUDE-4 trials. The disclosure that over half of treated patients received the immune-modulating drug tocilizumab, alongside reports of neurologic toxicity with parkinsonism, adds important context to CARVYKTI's real-world risk–benefit profile and...

Marriott Vacations Worldwide (VAC) just doubled down on shareholder returns by lifting its quarterly dividend to 0.80 dollars per share and extending its stock buyback plan through the end of 2026. See our latest analysis for Marriott Vacations Worldwide. Even with this richer dividend and extended buyback signaling management’s confidence, the stock’s 1 month share price return of 13.72 percent comes after a steep year to date share price decline and multi year total shareholder returns that...

Wondering if Palantir is still worth buying after such a huge run, or if the easy money has already been made? You are not alone, and that is exactly what we are going to unpack. Palantir's share price has climbed 5.5% over the last week, 24.9% over the last month, and an eye catching 157.2% year to date, adding to a massive 139.7% gain over the past year and 654.5% over five years. Much of this momentum has been fueled by heightened investor excitement around AI driven analytics and...

In the past quarter, Hello Group Inc. reported third-quarter 2025 revenue of CNY 2,650.12 million and net income of CNY 348.89 million, both slightly lower than a year earlier, with earnings per share also declining on a basic and diluted basis. For the nine months to September 30 2025, the company’s weaker revenue and net income, combined with fourth-quarter guidance for a further year-over-year revenue decline, highlight continued pressure on its core social and entertainment...

Earlier in December 2025, U.S. Bank announced new partners for its Avvance point-of-sale lending platform and expanded Coinstar-enabled coin deposit access for its clients, while U.S. Bancorp’s board affirmed regular quarterly dividends on both common and multiple preferred share series payable in January 2026. Together, these moves highlight how U.S. Bancorp is pairing embedded finance and everyday banking convenience with consistent capital returns to shareholders. We’ll now examine how...

Mizuho’s fresh upgrade on New Jersey Resources (NJR) has put this steady utility back on investors’ radar, spotlighting its valuation, cleaner energy growth platforms, and unusually resilient regulatory position in a choppy natural gas backdrop. See our latest analysis for New Jersey Resources. The upgrade lands after a choppy stretch, with a 1 month share price return of minus 5.16 percent, even as the 5 year total shareholder return of 55.99 percent signals steady, longer term wealth...

MGIC Investment Corporation recently disclosed that director Analisa M. Allen notified the company on December 11, 2025 of her intention to resign from the Board effective January 31, 2026, with the company emphasizing that her decision was not related to any disagreement over operations, policies, or practices. This governance change arrives shortly after MGIC reported earnings that exceeded profit expectations and highlighted the resilience of its mortgage insurance model and risk...

Earlier in December, AppLovin presented at the 53rd Annual Nasdaq Investor Conference in London, highlighting progress in its AI-powered advertising and mobile app monetization platforms. The company’s decision to exit its gaming division and push deeper into AI-driven advertising for e-commerce, fintech, and automotive marks a material shift toward becoming a broader ad-tech platform competitor to Google and Meta. We’ll now examine how this pivot toward AI-powered e-commerce advertising...

Jumia Technologies (NYSE:JMIA) is back on traders radar after Craig Hallum kicked off coverage with a Buy rating, echoing bullish views from RBC Capital and Benchmark that spotlight its evolving African e commerce ecosystem. See our latest analysis for Jumia Technologies. The fresh wave of upbeat coverage appears to be feeding into strong momentum, with a roughly 31 percent 30 day share price return and a hefty year to date share price gain, even though the five year total shareholder return...

Earlier in December 2025, Snap Inc. expanded its board from eleven to twelve members and appointed Matthew McRae, an experienced technology and hardware executive, as a director, while also rolling out Quick Cut, an AI-powered, Lens-based tool that helps users rapidly create beat-synced videos entirely within Snapchat. These moves highlight Snap’s emphasis on bolstering leadership with connected-device expertise and deepening in-app video creation to strengthen engagement and content...

ASML Holding (NasdaqGS:ASML) has quietly kept rewarding patient investors, with the stock up around 51% this year and roughly doubling over the past 3 years, even through choppy semiconductor cycles. See our latest analysis for ASML Holding. The latest uptick, with a recent 1 month share price return of about 9 percent and year to date share price return above 50 percent, suggests momentum is still building. This is supported by solid demand expectations and easing worries about the...

H.B. Fuller recently extended its dividend growth streak to 33 consecutive years, keeping its Dividend Aristocrat status intact despite earnings declines in 2023 and 2024 and elevated debt levels. Management’s focus on conservative payout ratios and an outlook for EBITDA stabilization in fiscal 2025 offers investors reassurance on dividend sustainability. We’ll now examine how this commitment to steadily rising dividends, even amid earnings pressure, may reshape H.B. Fuller’s investment...