U.S. Capital Markets Stock News

Alight, Inc. reported fourth-quarter 2025 results showing sales of US$653 million versus US$680 million a year earlier, alongside a goodwill impairment charge of US$803 million that contributed to a full-year net loss of US$3.10 billion. The company is halting its dividend, increasing investment in AI and operational improvements, and has reshaped senior leadership in key Health, Navigation and Leaves solutions while simultaneously completing a sizeable share repurchase program. Next, we...

LXP Industrial Trust (LXP) is back in focus after reporting fourth quarter and full year 2025 results, updating investors on revenue, earnings per share and fresh 2026 guidance for net income and Adjusted Company FFO. See our latest analysis for LXP Industrial Trust. At a share price of US$48.31, LXP has seen a 1 day share price return of 1.90% and a 90 day share price return of 1.90%. Its 1 year total shareholder return of 18.97% points to longer term momentum that contrasts with a modestly...

In recent weeks, Kratos Defense & Security Solutions has announced new contracts in hypersonic thermal protection testing, satellite ground systems for Airbus’ OmanSat-1, and continued deployment of its automated truck platooning technology with Champion Tire & Wheel, while investors also await its Q4 2025 earnings report on February 23, 2026. Together with the Prometheus Energetics solid rocket motor campus build-out and selection for the Drone Dominance Gauntlet, these developments...

Select Medical Holdings (SEM) has been drawing attention after recent share moves, with the stock down about 7% over the past week and 13.6% over the past year, despite reports of positive annual revenue and net income growth. See our latest analysis for Select Medical Holdings. The recent 1 day share price return of a 6.65% decline and 7 day share price return of an 8.36% decline suggest momentum has cooled, even though the 90 day share price return of 7.14% and 3 year total shareholder...

NNN REIT (NNN) is back in focus after a boardroom shift, with longtime chair Steven D. Cosler retiring and independent director Edward J. Fritsch stepping in as the new Chair on February 18, 2026. See our latest analysis for NNN REIT. The leadership change comes as NNN REIT’s share price, now at $44.35, has recorded a 4.95% 1 month share price return and 8.57% 3 month share price return, while its 1 year total shareholder return sits at 13.55%. This points to gradually building momentum...

If you are wondering whether Netflix's current share price reflects its long term potential or is baking in too much optimism, it helps to break the story down into hard numbers and valuation checks. The stock last closed at US$78.67, with returns of 2.3% over 7 days, an 8.7% decline over 30 days, a 13.5% decline year to date, a 21.6% decline over 1 year and gains of 148.1% over 3 years and 46.0% over 5 years. Recent coverage has focused on Netflix's ongoing push in content, international...

If you are wondering whether UnitedHealth Group's current share price reflects its underlying worth, you are not alone. This article is set up to help you unpack that question clearly. The stock last closed at US$290, with returns of a 1.1% decline over 7 days, an 18.6% decline over 30 days, a 13.8% decline year to date and a 36.3% decline over 1 year, adding important context for anyone reassessing risk and potential reward. Recent coverage has focused on UnitedHealth Group's role in the...

In February 2026, Dropbox reported fourth-quarter and full-year 2025 results showing slightly lower sales but higher net income and earnings per share, completed share repurchases totaling US$1.46 billion across two authorizations, and filed a US$300.47 million shelf registration for an employee stock offering of 12,150,187 Class A shares. Beyond the headline earnings beat, the combination of over US$1 billion in unlevered free cash flow, significant buybacks, and early adoption of...

S&P Global (SPGI) just expanded its climate risk toolkit by partnering with Verisk. The collaboration combines Verisk’s catastrophe models with S&P’s climate projections to offer insurance and finance clients more granular climate catastrophe analytics. See our latest analysis for S&P Global. The climate collaboration arrives after a tougher period for the stock, with a 30 day share price return showing a decline of 21.76% and a year to date share price return showing a decline of 18.57%...

In February 2026, Tata Consultancy Services’ HyperVault subsidiary and AMD expanded their collaboration to co-develop “Helios,” a rack-scale AI infrastructure design for India’s national AI initiatives, built around AMD’s Instinct MI455X GPUs, next-generation EPYC “Venice” CPUs, Pensando Vulcano NICs and ROCm software. This AI-ready data center blueprint, supporting up to 200 MW per site and aimed at sovereign AI factories, deepens AMD’s role in large-scale infrastructure projects and could...

Why Diodes Stock Is Back on Investor Radar Diodes (DIOD) is in focus after reporting higher fourth quarter and full year 2025 results, issuing first quarter 2026 revenue guidance pointing to 19% year-over-year growth, and completing a share repurchase tranche. See our latest analysis for Diodes. That backdrop helps explain why Diodes’ share price, now at $68.45, has a 30 day share price return of 21.21% and a 90 day gain of 50.67%, even though the 3 year total shareholder return is a 25.17%...

Event context and recent share performance Abercrombie & Fitch (ANF) shares have moved within a mixed return profile, with a small 1 day gain of 0.5% and a modest 0.1% return over the past month, alongside a 47% return over the past 3 months. See our latest analysis for Abercrombie & Fitch. At a share price of US$96.41, Abercrombie & Fitch has paired a strong 46.9% 3 month share price return with a more modest 1 year total shareholder return decline of 3.7%. This suggests recent momentum has...

In February 2026, Kosmos Energy reported that Ghana’s parliament ratified license extensions for the West Cape Three Points and Deepwater Tano petroleum agreements to 2040, underpinning up to US$2.00 billion of additional investment, expanded drilling at the Jubilee field, and a cost-saving FPSO acquisition at the TEN fields. The same update highlighted rising output from new Jubilee wells, strong performance at the Greater Tortue Ahmeyim LNG project, and fresh bond financing and hedging...

Why USA Compression Partners is on investors’ radar today USA Compression Partners (USAC) has attracted fresh attention after recent trading performance and updated fundamentals, prompting investors to reassess how its income profile and growth metrics might fit into an energy income portfolio. See our latest analysis for USA Compression Partners. At a share price of $26.77, USA Compression Partners has seen a 6.44% 30 day share price return and a 12.53% year to date share price return. Its 5...

Recent analyst reports around APA (APA) have drawn attention to its upcoming quarterly earnings, with expectations for lower earnings per share and revenue helping explain recent caution in the stock despite generally firm sector sentiment. See our latest analysis for APA. APA shares have climbed to a recent 52 week high and now trade at US$29.06, with a 30 day share price return of 12.64% and a 34.10% one year total shareholder return. The three year total shareholder return of a 16.99%...

Wyndham Hotels & Resorts (WH) just wrapped up 2025 with record organic room growth, an expanded development pipeline, and heavier AI investment, even as global RevPAR and a European franchisee insolvency created earnings headwinds. See our latest analysis for Wyndham Hotels & Resorts. The recent earnings miss, European franchisee charge and dividend increase have been met with mixed sentiment, with a 1 day share price return of a 0.52% decline but a 90 day share price return of 17.7%. The 1...

Earlier this month, Virtu Financial filed its annual Form 10-K, emphasizing its technology-driven market-making platform, diversified global execution services, and increased share repurchases alongside debt refinancing. The filing also underscored management’s interest in emerging asset classes such as digital assets and international expansion, while acknowledging regulatory, cybersecurity, and macroeconomic risks that could shape future operations. Now we’ll examine how Virtu’s emphasis...

Tower Semiconductor (TSEM) has been in focus after expanding its silicon photonics collaboration with Xanadu for fault tolerant quantum computers and reporting record quarterly revenue and profitability, which gives investors fresh data to reassess the stock. See our latest analysis for Tower Semiconductor. The recent quantum computing and AI photonics announcements appear to sit alongside a strong fundamental backdrop, with the current share price at US$128.47, a 90 day share price return of...

In February 2026, Mubadala Energy announced it had awarded SLB multiple integrated offshore drilling services contracts for the Tangkulo deepwater gas development and related wells in Indonesia’s Andaman Sea, while Equinor and Star Energy Geothermal also selected SLB for subsea compression upgrades and geothermal drilling support. Together, these wins underscore how SLB’s integrated drilling, subsea compression and geothermal capabilities are being applied across both conventional gas and...

In January, Talos Energy revised its 2025 operational guidance, projecting higher total production of 34.3–35.5 MMBoe while cutting its capital expenditure outlook to a midpoint of US$500 million ahead of its Q4 and full-year 2025 results released on 24 February 2026. This combination of increased output expectations and lower planned spending points to improved capital efficiency, which has become a key focus for analysts reassessing the company’s outlook. We’ll now explore how Talos’s...

In early February 2026, H&R Block announced a suite of enhancements to its tax preparation services, including AI Tax Assist for 24/7 client support, advanced AI tools for tax professionals, a Smart Product Selector for DIY tier selection, and upgraded technology to help filers locate forms and optimize deductions. This push to blend AI-powered automation with human expertise could reshape how clients interact with H&R Block’s omnichannel tax offerings during the core filing season. Next,...

Guidance sparks fresh look at Arcos Dorados Holdings (ARCO) Arcos Dorados Holdings (NYSE:ARCO) has put fresh guidance on the table, telling investors it expects sequentially higher comparable sales and US dollar revenue in the first quarter of 2026, supported by stronger local currencies. See our latest analysis for Arcos Dorados Holdings. The guidance lands after a strong run in the shares, with the latest price at $8.94 and a 30 day share price return of 14.91%, while the 5 year total...

In February 2026, Callaway Golf Company reported fourth-quarter 2025 sales of US$367.5 million, a net loss of US$66 million, and full-year 2025 sales of US$2.06 billion with net income of US$38.8 million, while also issuing 2026 guidance that points to slightly lower full-year sales. Management linked the revenue shortfall versus expectations to the earlier divestiture of Jack Wolfskin and most of Topgolf, along with higher tariff expenses that are lifting prices and weighing on...

American States Water (AWR) just paired its latest earnings release with an approved dividend increase and new California rate hikes, a mix that puts both its income profile and regulated utility cash flows in focus. See our latest analysis for American States Water. Even with the dividend increase and new California rate hikes, American States Water’s share price performance has been fairly subdued. The 7 day share price return shows a 2.6% decline and the year to date share price return is...