U.S. Capital Markets Stock News

NasdaqGS:BJRI
NasdaqGS:BJRIHospitality

BJ's Restaurants (BJRI) Earnings Surge Reinforces Bullish Margin Narrative

BJ's Restaurants (BJRI) has wrapped up FY 2025 with Q4 revenue of US$355.4 million and basic EPS of US$0.60, alongside trailing 12 month revenue of about US$1.4 billion and EPS of US$2.22 that sit against very large year over year earnings growth and a net margin of 3.5% versus 1.2% last year. Over the past few quarters, the company has seen revenue move from US$344.3 million in Q4 2024 to US$365.6 million in Q2 2025 and EPS shift from a loss of US$0.23 in Q4 2024 to a quarterly peak of...
NasdaqCM:EOSE
NasdaqCM:EOSEElectrical

Eos Energy Enterprises (EOSE) Swings To US$1.3b Q4 Profit Challenging Loss-Focused Narratives

Eos Energy Enterprises (EOSE) just released its FY 2025 numbers with Q4 revenue at US$58.0 million and basic EPS of US$4.19, while the latest trailing twelve month figures show revenue of US$114.2 million and a basic EPS loss of US$0.75. The company has seen quarterly revenue move from US$7.3 million and a basic EPS loss of US$2.20 in Q4 2024 to US$58.0 million and basic EPS of US$4.19 in Q4 2025, with trailing twelve month net income at a US$194.5 million loss. These figures are shaping how...
NYSE:INSW
NYSE:INSWOil and Gas

International Seaways (INSW) Margin Compression Tests Bullish High Profitability Narrative

International Seaways (INSW) FY 2025 Earnings Snapshot International Seaways (INSW) closed out FY 2025 with fourth quarter revenue of US$267.9 million and basic EPS of US$2.58, capping a year where the trailing twelve month figures show total revenue of US$843.3 million and EPS of US$6.27. Over the past few quarters, the company has reported revenue of US$194.6 million and EPS of US$0.73 in Q4 2024, US$183.4 million and EPS of US$1.00 in Q1 2025, US$195.6 million and EPS of US$1.25 in Q2,...
NasdaqGS:HNST
NasdaqGS:HNSTPersonal Products

Honest Company (HNST) Q4 Margin Collapse Challenges Bullish Profitability Narratives

Honest Company’s FY 2025 Results Put Margins Back in the Spotlight Honest Company (HNST) closed FY 2025 with fourth quarter revenue of US$88.0 million and a basic EPS loss of US$0.21, as net income excluding extra items came in at a loss of US$23.6 million, keeping profitability squarely in focus for investors. Over the past six quarters, revenue has moved from US$99.8 million in Q4 2024 through a FY 2025 range of US$88.0 million to US$97.3 million, while basic EPS has swung between a loss of...
NYSE:VSCO
NYSE:VSCOSpecialty Retail

Is It Too Late To Consider Victoria's Secret (VSCO) After Its 1-Year Share Price Surge?

If you are wondering whether Victoria's Secret shares still offer value after a strong run, the key is to look past the headlines and focus on what the current price really implies. The stock most recently closed at US$65.75, with returns of 7.2% over 7 days, 17.6% over 30 days, 23.2% year to date, 144.7% over 1 year and 74.2% over 3 years. Recent attention around Victoria's Secret has centered on its position in the US retail space and how investors view its brand and store footprint. This...
NasdaqGS:PHAT
NasdaqGS:PHATPharmaceuticals

Phathom Pharmaceuticals (PHAT) Losses Narrow To US$0.29 EPS And Test Bullish Profitability Narrative

Phathom Pharmaceuticals (PHAT) closed out FY 2025 with Q4 revenue of US$57.6 million and a basic EPS loss of US$0.29, as net income excluding extra items came in at a loss of US$21.1 million. Over recent quarters, the company has seen revenue move from US$29.7 million in Q4 2024 to US$57.6 million in Q4 2025, while quarterly basic EPS shifted from a loss of US$1.05 to a loss of US$0.29. This sets up a story where top line scale up is running ahead of bottom line profitability and keeps...
NasdaqGS:CNXC
NasdaqGS:CNXCProfessional Services

Did New Global Tariffs Just Quietly Complicate Concentrix's (CNXC) Integration and Debt Story?

In recent days, the Trump administration’s announcement of new global tariffs reignited trade policy uncertainty, affecting companies such as Concentrix whose operations span multiple markets. Although these tariffs have not been interpreted as changing Concentrix’s underlying business outlook, they introduce incremental risk around costs, client demand, and cross-border operations. We’ll now explore how renewed tariff-related uncertainty, alongside Concentrix’s existing integration and debt...
NasdaqGS:NXST
NasdaqGS:NXSTMedia

Nexstar Media Group (NXST) Margin Collapse To 2.2% Tests Bullish Growth Narratives

Nexstar Media Group FY 2025 Results: Earnings Slip as Margins Come Under Pressure Nexstar Media Group (NXST) has capped FY 2025 with a soft finish, as fourth quarter revenue came in at US$1.3 billion and the company reported a basic EPS loss of US$5.47 on net income of a US$166 million loss. Over the past six quarters, the company has seen quarterly revenue move from US$1.49 billion in Q4 2024 to US$1.20 billion in Q3 2025 and then to US$1.29 billion in Q4 2025. Quarterly basic EPS shifted...
NYSE:LRN
NYSE:LRNConsumer Services

Does Stride’s Stability‑First Turn After Platform Missteps Change The Bull Case For LRN?

On 19 February 2026, Stride, Inc. presented at the Singular Research Emerging Growth & Value Leaders Webinar, following earlier disruptions from a failed platform upgrade that led to enrollment losses and weaker student experiences. In response, management has shifted toward a stability-first approach, prioritizing platform reliability and measured enrollment over rapid expansion, while Career Learning programs hold up better than General Education. We’ll now explore how Stride’s...
NYSE:AMH
NYSE:AMHResidential REITs

Assessing Whether American Homes 4 Rent (AMH) Still Looks Undervalued After Recent Mixed Returns

What recent performance says about American Homes 4 Rent American Homes 4 Rent (AMH) has drawn investor attention after a mixed stretch, with the stock up 1.8% over the past day but showing negative returns over the past week, month, past 3 months and year to date. See our latest analysis for American Homes 4 Rent. At a share price of US$30.35, the recent 1-day share price return of 1.81% contrasts with weaker recent momentum, including a 30-day share price return of 3.74% and a 1-year total...
NYSE:UMH
NYSE:UMHResidential REITs

UMH Properties (UMH) FFO Loss In Q4 Challenges Bullish Growth Narratives

UMH Properties (UMH) has just wrapped up FY 2025 with fourth quarter revenue of US$67.3 million, a basic EPS loss of US$0.01, and a fourth quarter net loss of US$0.5 million. Trailing twelve month revenue came in at US$261.8 million with basic EPS of US$0.07 and net income of US$6.0 million. Over recent quarters, the company has reported revenue increasing from US$61.8 million in Q4 2024 to US$67.3 million in Q4 2025. Over the same period, quarterly EPS has moved between a small profit and a...
NasdaqGS:LULU
NasdaqGS:LULULuxury

Assessing Lululemon (LULU) Valuation As EMEA Store Count Reaches 100 And Poland Entry Expands Growth

Lululemon athletica (LULU) is back in focus after announcing its 100th store in the EMEA region, a Warsaw opening via franchise that introduces the brand to Poland and signals faster international expansion. See our latest analysis for lululemon athletica. The EMEA expansion milestone lands at a time when lululemon athletica’s share price, last closing at US$185.98, has a 1-day share price return of 1.88% and a year-to-date share price return decline of 11.78%. The 1-year total shareholder...
NasdaqGS:INSM
NasdaqGS:INSMBiotechs

Why Insmed (INSM) Is Down 6.8% After Wider 2025 Losses But Rapid Brinsupri Launch Traction

In February 2026, Insmed Incorporated reported fourth-quarter 2025 results showing a net loss of US$328.49 million, or a basic loss per share from continuing operations of US$1.54, and a full-year 2025 net loss of US$1.28 billion, or US$6.42 per share. Despite the wider loss, Insmed’s lead drug ARIKAYCE delivered strong revenue momentum and the company’s new therapy Brinsupri generated US$28 million in early sales from more than 2,500 patients and 1,700 prescribers, highlighting rapid...
NasdaqGS:CERT
NasdaqGS:CERTHealthcare Services

Certara (CERT) EPS Loss And Margin Strain Challenge Bullish Profitability Narratives

Certara (CERT) has just wrapped up FY 2025 with fourth quarter revenue of US$103.6 million and a basic EPS loss of US$0.04, as net income excluding extra items came in at a loss of US$5.9 million. The company has seen quarterly revenue move from US$100.4 million in Q4 2024 to US$106.0 million in Q1 2025, US$104.6 million in Q3 2025 and US$103.6 million in Q4 2025, while basic EPS has swung between a profit of US$0.04 in Q4 2024 and Q1 2025 and losses of up to US$0.04 in Q4 2025. Investors are...
NYSE:FLOC
NYSE:FLOCEnergy Services

Flowco Holdings (FLOC) Margin Compression Challenges Bullish Growth Narratives After FY 2025 Results

Flowco Holdings (FLOC) has wrapped up FY 2025 with fourth quarter revenue of US$197.2 million and basic EPS of US$0.60, alongside trailing 12 month net profit margin of 5.4% compared with 15% in the prior year. The company has seen revenue move from US$535.3 million on a trailing 12 month basis in Q4 2024 to US$759.7 million in Q4 2025, while trailing EPS shifted from US$10.41 to US$1.53, leaving investors with a mixed read on growth versus profitability. With earnings forecasts pointing to...
NasdaqGM:WINA
NasdaqGM:WINASpecialty Retail

Winmark (WINA) Net Margin Near 48% Supports Bullish High‑Quality Earnings Narratives

Winmark (WINA) has wrapped up FY 2025 with fourth quarter revenue of about US$21.1 million and basic EPS of US$2.79, capping a trailing twelve month revenue line of US$86.1 million and EPS of US$11.73. The company has seen revenue move from US$81.3 million to US$86.1 million over recent trailing periods, while trailing twelve month net income has shifted from US$40.0 million to US$41.7 million, giving investors a clear read on how the top and bottom lines are tracking into the latest print...
NasdaqGS:FTRE
NasdaqGS:FTRELife Sciences

Fortrea Holdings (FTRE) Posts US$986 Million TTM Loss Reinforcing Skeptical Profitability Narratives

Fortrea Holdings (FTRE) closed FY 2025 with fourth quarter revenue of US$660.5 million, a basic EPS loss of US$0.35 and net income loss of US$32.5 million. Over recent periods, the company has seen quarterly revenue move between US$651.3 million and US$710.3 million while basic EPS ranged from a loss of US$0.17 through to a much deeper quarterly loss of US$6.25. This sets a clear context for how you might read the latest numbers. With trailing 12 month EPS at a loss of US$10.81 and net income...
NYSE:DIS
NYSE:DISEntertainment

Is It Time To Reconsider Disney (DIS) After Its Recent Share Price Weakness?

If you are wondering whether Walt Disney shares are offering good value right now, this article walks through the key numbers so you can judge the price with more confidence. The stock most recently closed at US$105.55, with a 0.4% decline over 7 days, a 4.6% decline over 30 days, a 5.6% decline year to date, and a 4.1% decline over the past year, while the 3 year return sits at 9.2% and the 5 year return at a 42.5% decline. Recent headlines around Walt Disney have focused on the ongoing...
NYSE:VLO
NYSE:VLOOil and Gas

Valero Weighs Venezuelan Crude Imports Against Valuation Gap And P/E Premium

Valero Energy (NYSE:VLO) is preparing to import a large volume of Venezuelan crude oil into its Gulf Coast refineries. This move marks a change in crude sourcing for its U.S. refining system at a time of shifting global energy trade flows. Investors are watching how this feedstock mix could affect refinery utilization, margins, and relationships with other suppliers. Valero enters this development with a current share price of $203.79 and a 1-year return of 61.8%, while its 5-year return...
NYSE:PRM
NYSE:PRMChemicals

Perimeter Solutions (PRM) Q4 Loss Concentration Reinforces Bearish Profitability Narratives

Perimeter Solutions (PRM) has just posted its FY 2025 numbers with Q4 revenue of US$102.8 million and a basic EPS loss of US$0.94, while trailing 12 month revenue stood at US$652.9 million and basic EPS came in at a loss of US$1.37. Looking back over the recent periods, the company has seen quarterly revenue move from US$86.2 million and EPS of US$0.98 in Q4 2024 to US$72.0 million with EPS of US$0.38 in Q1 2025, then US$162.6 million with EPS of US$0.22 loss in Q2 2025 and US$315.4 million...
NasdaqGS:VECO
NasdaqGS:VECOSemiconductor

Veeco Instruments (VECO) Margin Compression Challenges Bullish AI And Semiconductor Narratives

Veeco Instruments (VECO) has wrapped up FY 2025 with fourth quarter revenue of US$165.0 million and basic EPS of US$0.02, alongside trailing twelve month revenue of US$664.3 million and EPS of US$0.60 that frame the full year picture. The company has seen quarterly revenue move from US$182.1 million and EPS of US$0.26 in Q4 2024 to US$165.0 million and EPS of US$0.02 in Q4 2025, with trailing net profit margin at 5.3% compared with 10.3% a year earlier. Investors are therefore likely to focus...
NYSE:SARO
NYSE:SAROAerospace & Defense

StandardAero (SARO) Margin Surge To 4.6% TTM Reinforces Bullish Earnings Narratives

StandardAero FY 2025 Earnings Snapshot StandardAero (SARO) has wrapped up FY 2025 with fourth quarter revenue of US$1.6 billion, basic EPS of US$0.24 and net income of US$78.6 million. This capped a year in which trailing twelve month EPS reached US$0.84 on revenue of US$6.1 billion and net income of US$277.4 million, alongside very large year over year earnings growth. Over the last six reported quarters, the company has seen quarterly revenue move from US$1.41 billion in Q4 2024 to US$1.60...
NasdaqCM:XPEL
NasdaqCM:XPELAuto Components

XPEL (XPEL) Steady 10.8% Margin Tests Bullish Growth And Valuation Narratives

XPEL (XPEL) closed out FY 2025 with Q4 revenue of US$122.3 million and basic EPS of US$0.49, alongside trailing twelve month revenue of US$476.2 million and EPS of US$1.85. The company has seen revenue move from US$107.5 million and EPS of US$0.32 in Q4 2024 to US$122.3 million and EPS of US$0.49 in Q4 2025, setting up a story where consistent top line expansion is paired with earnings that keep pace and margins that hold steady rather than drift. See our full analysis for XPEL. With the...
NasdaqCM:DCTH
NasdaqCM:DCTHMedical Equipment

Delcath Systems (DCTH) First Profitable Year Tests Lofty 115.7x P/E Narrative

Delcath Systems (DCTH) has wrapped up FY 2025 with fourth quarter revenue of US$20.7 million and a basic EPS loss of US$0.05, alongside net income of US$1.9 million in the red, giving investors a mixed headline for the latest period. The company has seen revenue move from US$15.1 million in Q4 2024 to US$20.7 million in Q4 2025, while basic EPS shifted from a loss of US$0.11 to a smaller loss of US$0.05. This sets up a picture where top line scale and bottom line volatility put the focus...