U.S. Capital Markets Stock News

NYSE:BKH
NYSE:BKHIntegrated Utilities

A Look At Black Hills (BKH) Valuation After Earnings Growth And Reinforced Analyst Optimism

Black Hills (BKH) is back in focus after reporting fourth quarter and full year 2025 earnings, with higher sales and net income, alongside a reaffirmed favorable analyst outlook that has supported recent stock interest. See our latest analysis for Black Hills. The recent 6.3% year to date share price return, alongside a 29.7% total shareholder return over the past year, suggests positive momentum as investors respond to the earnings update and reaffirmed positive analyst views. If Black...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

How PayPal’s CEO Shake-Up and Soft 2025 Results Could Reshape PayPal Holdings (PYPL) Investors

In early February 2026, PayPal Holdings announced weaker-than-expected fourth-quarter and full-year 2025 results, a cautious 2026 outlook, and the replacement of CEO Alex Chriss with HP Inc. veteran Enrique Lores following board concerns about execution and competitive pressures in core checkout and BNPL offerings. At the same time, PayPal continued to reshape its business mix with ongoing share repurchases totaling US$15.19 billion under recent buyback programs, new AI- and wallet-driven...
NYSE:BAH
NYSE:BAHProfessional Services

Booz Allen Cyber Summit Role Meets Depressed Valuation And Earnings Outlook

Booz Allen Hamilton Holding (NYSE:BAH) is presenting at the NetDiligence Cyber Risk Summit. Company leadership is scheduled to speak on cyber risk, a key area of client focus. The event spotlights Booz Allen's role in addressing cyber risk and security concerns. Booz Allen Hamilton Holding, trading at $79.32, is stepping into a visible role at the NetDiligence Cyber Risk Summit, which puts its cyber expertise in front of a focused audience of clients and peers. For a stock that has seen a...
NasdaqGS:EWBC
NasdaqGS:EWBCBanks

Assessing East West Bancorp (EWBC) Valuation As 2026 Loan Growth Guidance And Business Mix Reset Gain Attention

Recent guidance from East West Bancorp (EWBC) leadership has put 2026 loan growth and a reset in business mix in focus, as the bank leans into commercial and industrial lending and existing client relationships. See our latest analysis for East West Bancorp. At a share price of US$117.83, East West Bancorp has seen a 14.6% 90 day share price return and a 22.7% 1 year total shareholder return. This suggests improving momentum around the loan growth reset and business mix commentary. If this...
NYSE:UI
NYSE:UICommunications

Does Ubiquiti (UI) Prioritize Dividends Over Buybacks After Strong Q2 Earnings And No Repurchases?

Earlier in February 2026, Ubiquiti Inc. reported second-quarter 2025 results showing higher sales of US$814.87 million and net income of US$233.61 million, and reaffirmed a US$0.80 per-share cash dividend payable on February 23, 2026 to shareholders of record on February 17, 2026. The company’s earnings release also highlighted stronger basic earnings per share from continuing operations of US$3.86 for the quarter and US$7.30 for the first half of fiscal 2026, while its previously announced...
NYSE:HESM
NYSE:HESMOil and Gas

Hess Midstream (HESM) Valuation Check After Stronger Q4 Revenue And Net Income Results

Hess Midstream (HESM) is back on investors’ radar after reporting fourth quarter 2025 revenue of US$404.2 million and net income of US$93.3 million, both above the prior year’s comparable figures. See our latest analysis for Hess Midstream. The latest earnings update comes on the back of steady share price strength, with a 10.02% 90 day share price return and a 5.01% 30 day share price return, while the 5 year total shareholder return of 148.08% points to longer term compounding. If these...
NYSE:BA
NYSE:BAAerospace & Defense

Does Air Cambodia’s 737 MAX Order Highlight A Durable Demand Backbone For Boeing (BA)?

In early February 2026, Air Cambodia announced an order for up to 20 Boeing 737 MAX jets at the Singapore Airshow, including 10 firm 737‑8 aircraft and options for 10 more, as the carrier begins renewing its single-aisle fleet with fuel-efficient Boeing models. This deal, alongside strong January order and delivery figures and additional widebody commitments from airlines such as Air Canada, reinforces the scale and breadth of demand underpinning Boeing’s commercial backlog. With January’s...
NYSE:NCLH
NYSE:NCLHHospitality

Will Norwegian Cruise Line (NCLH) Tap a New Brand Playbook Under Incoming CEO John Chidsey?

Norwegian Cruise Line Holdings recently announced that long‑time board member John W. Chidsey has been appointed President and Chief Executive Officer, effective February 12, 2026, replacing departing CEO and President Harry Sommer. Chidsey’s background leading consumer brands such as Subway and Burger King through operational overhauls and brand repositioning adds a new management lens to Norwegian’s ongoing transformation efforts. We’ll now examine how Chidsey’s appointment as CEO and...
NYSE:VICI
NYSE:VICISpecialized REITs

A Look At VICI Properties (VICI) Valuation After Scotiabank Downgrade And Caesars Lease Uncertainty

VICI Properties (VICI) has come back into focus after Scotiabank downgraded the stock, highlighting uncertainty around the Caesars Entertainment Regional Master Lease and potential limits to external growth following recent Las Vegas Locals acquisitions. See our latest analysis for VICI Properties. Scotiabank’s downgrade and questions around the Caesars regional lease arrive just as VICI’s 30 day share price return of 4.09% has partly offset a 3.49% decline over 90 days, while its 1 year...
NYSE:YUM
NYSE:YUMHospitality

Is Yum Brands (YUM) Pricing Look Stretching After Strong Multi Year Share Gains

If you are wondering whether Yum! Brands at around US$160 offers fair value or if you might be overpaying, this article walks through what the current market price might be implying about the business. With the share price at US$160.57 after a 1.4% decline over the last 7 days, the stock still sits on positive returns of 2.2% over 30 days, 6.7% year to date, 10.7% over 1 year, 28.8% over 3 years and 66.9% over 5 years. Recent headlines around Yum! Brands have focused on its role as a large...
NYSE:VSH
NYSE:VSHElectronic

Vishay Intertechnology (VSH) Is Down 5.4% After Return To Profitability And New Dividend Declaration – Has The Bull Case Changed?

In early February 2026, Vishay Intertechnology reported fourth-quarter 2025 sales of US$800.92 million with a return to modest profitability, issued first-quarter 2026 revenue guidance of US$800 million to US$830 million, launched new power inductors and sulfur‑resistant chip resistors, and its board later declared a US$0.10 per-share dividend payable on March 26, 2026. Together, the stronger quarterly results, robust order commentary across most product lines, and continued product...
NYSE:DCH
NYSE:DCHAuto Components

Dauch (DCH) Earnings Volatility Tests Bullish Margin Improvement Narrative

Dauch (DCH) just posted its FY 2025 third quarter numbers, with revenue of $1.5 billion, net income of $8.8 million and basic EPS of $0.07, set against trailing twelve month earnings growth of 43.7% and modest 3.1% annual revenue growth. Over recent periods, revenue has moved between $1.4 billion and $1.6 billion per quarter while basic EPS ranged from a loss equivalent of $0.11 in FY 2024 Q4 to $0.32 in FY 2025 Q2, with trailing net income reaching $40.1 million. Taken together, the latest...
NasdaqGS:DOCU
NasdaqGS:DOCUSoftware

How Investors Are Reacting To DocuSign (DOCU) Iris AI eSignature Rollout Across Key Markets

In recent days, DocuSign unveiled new AI-powered eSignature features, including its Iris contract-specific assistant, within its Intelligent Agreement Management platform across the U.S., U.K., and Australia. The launch highlights DocuSign’s push to make complex agreements easier to understand and execute, potentially reshaping how enterprises handle digital contracts and workflows. We’ll now examine how DocuSign’s Iris-powered eSignature rollout could influence the company’s broader...
NYSE:A
NYSE:ALife Sciences

The Bull Case For Agilent Technologies (A) Could Change Following New PD-L1 Test Approval And Dividend News

In February 2026, Agilent Technologies announced that it will pay a US$0.255 quarterly dividend per share on April 22, 2026, to shareholders of record as of March 31, 2026, while also receiving U.S. FDA approval for its PD-L1 IHC 22C3 pharmDx companion diagnostic to guide first-line use of Keytruda in several hard-to-treat cancers including epithelial ovarian carcinoma. This latest FDA approval broadens Agilent’s role in precision oncology diagnostics, potentially deepening its integration...
NasdaqGS:VFS
NasdaqGS:VFSAuto

How Investors Are Reacting To VinFast Auto (VFS) Surging January EV Deliveries And Kinshasa Taxi Deal

VinFast Auto reported that January 2026 electric vehicle deliveries reached 16,172 units, a 55% year-on-year increase in monthly volumes. This acceleration in reported deliveries comes alongside a new Memorandum of Understanding to supply EVs for green taxi services in Kinshasa, broadening VinFast’s international reach. With this sharp January delivery growth as a backdrop, we’ll now examine how it may influence VinFast’s existing investment narrative. We've uncovered the 13 dividend...
NYSE:CHWY
NYSE:CHWYSpecialty Retail

Is Chewy (CHWY) Pricing Look Compelling After A Steep Multi‑Year Share Decline?

If you are wondering whether Chewy's current share price really reflects what the business is worth, you are not alone. This article will walk through what the market might be pricing in today. Chewy's shares last closed at US$24.23, after returns of a 13.5% decline over the past week, a 24.4% decline over the last month, and a 27.7% decline year to date, with a 35.7% decline over one year and a 45.7% decline over three years, while the five-year return sits at a 78.7% decline. Recent...
NasdaqGS:ACDC
NasdaqGS:ACDCEnergy Services

A Look At ProFrac Holding (ACDC) Valuation After Recent Share Price Momentum And Conflicting Fair Value Estimates

ProFrac Holding (ACDC) has drawn attention after recent trading, with the stock closing at US$5.47 and showing sharply different results over the past month, past 3 months, and year. See our latest analysis for ProFrac Holding. The recent 30-day share price return of 27.51% and 90-day share price return of 43.19% contrast with a 1-year total shareholder return decline of 31.02% and a 3-year total shareholder return decline of 74.22%. This suggests that short-term momentum has picked up after...
NasdaqGS:CHRW
NasdaqGS:CHRWLogistics

C.H. Robinson Selloff Tests AI Story Against Rich Valuation

C.H. Robinson Worldwide (NasdaqGS:CHRW) shares were hit by a sharp selloff as logistics stocks fell on concerns about artificial intelligence driven disruption. The pullback followed technology firms promoting AI freight tools, which fueled worries about pressure on traditional freight brokerage models. C.H. Robinson responded by stressing its own AI capabilities and experience applying data and automation across its network. C.H. Robinson enters this AI debate after a strong run, with the...
NasdaqGS:TTEK
NasdaqGS:TTEKCommercial Services

Is Tetra Tech (TTEK) Offering An Opportunity After Recent 11% Share Price Pullback

If you are wondering whether Tetra Tech's share price still reflects fair value or if the market is missing something, you are in the right place for a closer look at what you are paying for each dollar of the business. Tetra Tech's stock recently closed at US$36.70, with returns of 9.0% year to date and 20.8% over the past year, although the last 7 days saw an 11.1% pullback while the 30 day return sits at 0.7%. Recent headlines around Tetra Tech have focused on its role in engineering and...
NasdaqGS:TIGO
NasdaqGS:TIGOWireless Telecom

Millicom Chile Deal With NJJ Adds Scale And Future Ownership Option

Millicom International Cellular and NJJ have acquired Telefonica's operations in Chile, expanding Millicom's reach in South America. The deal gives Millicom operational control in Chile from day one through a partnership and structured financial arrangement. The transaction includes an option for Millicom to buy NJJ's stake in the future, aligning with its capital allocation plans. For investors tracking NasdaqGS:TIGO, this Chile acquisition sits alongside a share price of $65.71 and multi...
NasdaqGS:FTDR
NasdaqGS:FTDRConsumer Services

Assessing Frontdoor (FTDR) Valuation After Recent Mixed Share Price Performance

Recent performance snapshot for Frontdoor (FTDR) With no single headline event driving Frontdoor (FTDR) today, investors are instead working off its recent trading pattern. This includes a decline of about 6% over the past month and a gain of roughly 11% over the past 3 months. See our latest analysis for Frontdoor. At a share price of US$56.64, Frontdoor’s recent 10.75% 3 month share price return contrasts with a 4.74% decline in 1 year total shareholder return. This suggests that shorter...
NYSE:APG
NYSE:APGConstruction

Is APi Group (APG) Still Attractively Priced After Strong Multi Year Share Price Gains

If you are wondering whether APi Group's current share price offers fair value or not, you are not alone. This article will walk through what the numbers actually say. The stock recently closed at US$44.41, with returns of 5.7% over 30 days, 14.0% year to date, 77.6% over 1 year and 202.0% over 3 years. These figures can change how investors think about both upside and risk. These moves have put a fresh spotlight on how the market is pricing APi Group, and whether the current valuation still...
NasdaqGS:FORR
NasdaqGS:FORRProfessional Services

Forrester Research (FORR) Q4 Loss Of US$33.9 Million Reinforces Bearish Earnings Narratives

Forrester Research (FORR) has just closed out FY 2025 with Q4 revenue of US$101.1 million and a basic EPS loss of US$1.78, alongside a quarterly net loss of US$33.9 million that keeps profitability firmly in the red. Looking back across recent quarters, revenue has moved between US$89.9 million and US$111.7 million, while basic EPS has swung from a loss of US$4.62 to a modest profit of US$0.21. Together, these figures present a picture where top line stability contrasts with pressure on...