U.S. Capital Markets Stock News

NYSE:BE
NYSE:BEElectrical

Bloom Energy Stock And 2 US AI Infrastructure Names Tied To Tariffs

Tariffs on imported goods are reshaping the cost base for many companies, and that can either erode margins or support firms that produce more inside the US. With new US tariffs of 10% to 12.5% on imports from 60 economies now in place, investors are paying closer attention to stocks that sit inside domestic manufacturing and onshoring trends. This article looks at 3 stocks from a US Domestic Manufacturing and Onshoring screener that appear closely tied to these tariff shifts. You will see...
NasdaqGS:ADEA
NasdaqGS:ADEASoftware

Adeia (ADEA) Stock Jumps As Licensing Momentum Lifts Long Term Targets

Adeia just ripped 12.3% higher in a single session, a big move for a licensing heavy, cash generating intellectual property stock. Coming into today, the shares had been fairly quiet over the past month, which makes the sudden jump even more striking for investors watching from the sidelines. The spark is less about top line flash and more about profit quality and long term confidence. Q2 revenue landed at US$96.1m, while adjusted EBITDA margin sat near 58.7%. Management backed its 2026...
NasdaqGS:UCTT
NasdaqGS:UCTTSemiconductor

Ultra Clean Holdings (UCTT) Stock Sinks As Cash Burn Clouds Profit Return

The market just knocked Ultra Clean Holdings 5.2% lower to US$84.54, even as the new quarter finally flipped the story from loss to profit. Q2 net income landed at US$8.7 million on record revenue of US$644.9 million, a sharp break from the red ink that has defined recent periods. That disconnect between a selloff and a clean swing back into positive earnings reflects a sentiment shift playing out in real time. Ultra Clean now has to convince investors that this profit is not a one-off and...
NYSE:RBLX
NYSE:RBLXEntertainment

Why Roblox (RBLX) Is Down 25.3% After Legal Scrutiny Of Its Safety-Focused Algorithm Shift

In the second quarter of 2026, Roblox reported sales of US$1,469 million and a reduced net loss of US$183 million, while simultaneously facing multiple securities class action lawsuits tied to its age verification rollout and user growth disclosures. The combination of legal challenges and Roblox’s decision to prioritize safer, longer-term engagement through its recommendation algorithms is raising fresh questions about how content safety trade-offs could affect its growth profile and...
NYSE:WAT
NYSE:WATLife Sciences

Waters (WAT) Stock Rises On Revenue Surge While Losses Cloud Earnings

Waters stock jumped about 6% today, a sharp move for a steady life sciences instruments group, even though headline earnings showed a GAAP loss. The market is cheering one thing above all else: revenue surged to US$1.645b in the quarter, with the newly acquired Biosciences and Diagnostic Solutions businesses contributing US$817m and folding into the story faster than many expected. The emotional gap is clear. Traders are reacting to proof that Waters can grow a much larger platform, while the...
NYSE:EXPD
NYSE:EXPDLogistics

Expeditors International Of Washington (EXPD) Stock Rallies On Profit Strength And Margin Questions

The market rushed to reward Expeditors International of Washington with a 6.4% jump today, yet the real story sits inside the profit engine. Quarterly basic earnings per share landed at about US$2.03 on revenue of roughly US$3.50b, and trailing net profit margin stands near 7.6%. That combination is what traders are reacting to, not a single line item. The key question for you is whether this price pop reflects confidence in a sturdier earnings base or simply enthusiasm for a margin picture...
NYSE:PAY
NYSE:PAYDiversified Financial

Paymentus (PAY) Stock Surges On Margin Expansion And Cash Strength

Paymentus Holdings stock rose 29.2% today to US$44.60, capping a 3 month run that many investors will see as anything but quiet. The move followed a Q2 print that recorded revenue of US$360.7m and adjusted EBITDA of US$48.8m, which the market appeared to treat as more than just a solid payments quarter. The short term story is the surge in the share price. The bigger story is the margin picture. Paymentus Holdings reported an adjusted EBITDA margin a little above 40%, which puts the focus on...
NasdaqGS:FSUN
NasdaqGS:FSUNBanks

How Surging Credit Losses And A New Buyback At FirstSun Capital Bancorp (FSUN) Have Changed Its Investment Story

In the past quarter, FirstSun Capital Bancorp reported a sharp rise in net charge-offs to US$42,404,000 and a Q2 2026 net loss of US$22.85 million, despite net interest income increasing to US$143.2 million year on year. Alongside these results, the company authorized a share repurchase program of up to US$150 million through June 30, 2027, signaling management’s confidence while absorbing merger-related expenses and higher credit costs. We’ll now examine how the surge in credit losses and...
NasdaqCM:THRY
NasdaqCM:THRYSoftware

Thryv (THRY) Stock Price Sinks On Losses And SaaS Guidance Cut

The market did not hesitate with Thryv Holdings. The stock closed at US$2.97, a one day collapse of more than 30%, as investors reacted to a fresh quarterly loss and a reset of software growth expectations. This is a sentiment reckoning. Thryv posted Q2 revenue of US$150.7m with a net loss of US$16.7m, while management cut full year guidance for its software as a service business after prioritising product investment over sales hires. The price move indicates that fear is in charge, but the...
NasdaqGS:MDLZ
NasdaqGS:MDLZFood

Mondelez International (MDLZ) Stays In Focus As Earnings Strength Meets An Undervalued View

Mondelez International (MDLZ) has drawn fresh attention after reporting quarterly sales of US$9,355 million and net income of US$1,548 million, alongside a limited edition CHIPS AHOY! Mystery Cookie launch and a Cadbury product recall. See our latest analysis for Mondelez International. At a share price of US$62.08, Mondelez International has delivered a 15.71% year to date share price return, while the 1 year total shareholder return of 3.11% and 3 year total shareholder return, which is...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

Grab Stock And 2 Penny Stocks With Strong Revenue Growth

Penny stocks often sit at the crossroads of opportunity and risk, especially when global growth, inflation and interest rate paths keep shifting across regions. The Financially Fit Penny Stocks screener aims to tilt that balance in your favour by focusing on companies trading below 5 that also show signs of solid financial health. That combination can help you hunt for early stage potential while keeping an eye on balance sheet strength. In this article you will see three of the most...
NasdaqGS:INTA
NasdaqGS:INTASoftware

Intapp (INTA) Is Up 7.1% After 2026 Loss Widens Despite Higher Revenue And 2027 Guidance - What's Changed

In August 2026, Intapp, Inc. reported fourth-quarter revenue of US$152.53 million and a quarterly net loss of US$5.53 million, alongside full-year 2026 revenue of US$577.81 million and a full-year net loss of US$41.31 million. At the same time, the company issued revenue guidance for the first quarter and full fiscal year 2027 of US$123.7 million–US$124.7 million and US$528.7 million–US$532.7 million, giving investors fresh data points on growth and profitability expectations. With Intapp...
NasdaqGS:IDYA
NasdaqGS:IDYABiotechs

IDEAYA Biosciences (IDYA) Stock Faces Loss Pressure Despite Revenue Traction

IDEAYA Biosciences stock inched up about 2% to US$36.11 after earnings, a muted move for a company that just reminded investors what high growth biotech risk looks like. The headline is not the revenue line. It is the size and persistence of the losses. Q2 net loss sat around US$112 million with basic earnings per share near US$1.22 in the red. The market seemed willing to shrug off that burn for now, helped by a still solid trailing twelve month revenue base, but the sentiment test is...
NYSE:CRD.B
NYSE:CRD.BInsurance

Crawford (CRD.B) Stock Jumps As Margin Rebound Lifts Profit Outlook

Crawford stock jumped almost 10% in the first full trading day after earnings, indicating that investors were not positioned for this kind of profit rebound. The company has had a reputation for thin margins and weather sensitive revenue. However, Q2 delivered the strongest operating earnings since late 2023 and basic earnings per share of about $0.28 on $321.4m of revenue. The main story is margin. Adjusted earnings before interest, tax, depreciation and amortization rose to $37.6m, or 11.7%...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

Did Higher Q2 Revenue And A Maintained Dividend Just Shift PayPal's (PYPL) Investment Narrative?

In late July 2026, PayPal Holdings, Inc. reported second-quarter 2026 results showing sales rising to US$8,682 million while net income and earnings per share eased slightly year on year, and also affirmed a quarterly dividend of US$0.14 per share payable on September 25, 2026. The combination of higher revenue, softer profitability and an ongoing dividend program gives investors fresh information on how PayPal is balancing growth investment with returning cash to shareholders. Against this...
NYSE:TFC
NYSE:TFCBanks

Truist Financial (TFC) Could Be 6% Undervalued Following Its Digital Banking Win

Truist Financial (TFC) just picked up the top overall ranking from Barlow Research for its Small Business Online and Mobile Banking platforms, putting a fresh spotlight on the bank’s digital tools for more than 1.2 million business clients. See our latest analysis for Truist Financial. The recent digital banking recognition comes as Truist Financial’s share price sits at US$52.66, with a 1-year total shareholder return of 26.77% and a 3-year total shareholder return of 89.59%. The...
NYSE:TPB
NYSE:TPBTobacco

Turning Point Brands (TPB) Stock Rises As Nicotine Pouches Squeeze Earnings

Turning Point Brands walked into this earnings report with a premium P/E of 35.9x and a stock that had slipped over the past month. The market shrugged that off and marked the shares up about 2.6% today. The reason sits squarely in nicotine pouches. Modern Oral revenue jumped to nearly half of total net sales in the quarter, while group revenue reached about US$143 million. Investors now face a clear trade off. The growth engine looks powerful, yet adjusted EBITDA fell sharply as Turning...
NYSE:IBTA
NYSE:IBTAMedia

Ibotta (IBTA) Stock Surges As Revenue Growth Returns Despite Margin Risk

Ibotta went into this earnings print with a stock that had been treading water. Over the past month the share price moved only 4.9% and the 90 day return sat just under 1%. Then the quarterly report hit and the stock ripped 51.9% higher to US$37.34. The headline is simple. Ibotta returned to year over year revenue growth faster than management had guided and did it with US$88.9m of Q2 revenue and US$16.5m of adjusted earnings before interest, tax, depreciation and amortization. Free cash flow...
NYSE:VRTS
NYSE:VRTSCapital Markets

Is Virtus Investment Partners (VRTS) Undervalued As Q2 Earnings Lifted EPS But Revenue Fell?

Virtus Investment Partners (VRTS) drew fresh attention after reporting second quarter 2026 results on July 30. The company posted higher net income and earnings per share, while revenue for the period declined year over year. See our latest analysis for Virtus Investment Partners. Virtus Investment Partners’ latest results arrived after a strong 90 day share price return of 16.1% and a 30 day share price return of 9.73%. However, the 1 year total shareholder return is down 7.43% and the 5...
NYSE:RVTY
NYSE:RVTYLife Sciences

Revvity (RVTY) Stock Premium Faces Pressure From Thin Margins

Revvity stock slipped about 3% to US$111.39 after its Q2 release, even though the headline numbers told a more upbeat story. Adjusted earnings per share of US$1.41 on roughly US$711 million of revenue, alongside higher full year guidance, landed well ahead of where expectations had been set. The short term reaction reflects nerves around a rich P/E of 52.4x and a recent squeeze in net profit margin to 8.2%. The longer term debate is about whether that premium and margin pressure are justified...
NasdaqGS:CVGI
NasdaqGS:CVGIMachinery

Commercial Vehicle Group (CVGI) Stock Sinks As Cash Burn Clouds Revenue Growth

Commercial Vehicle Group stock took a sharp hit, falling more than 15% after its latest earnings, even though the headline story was top line momentum rather than an earnings beat. Revenue in Q2 reached about US$195.2m, and management raised full year 2026 guidance for both sales and adjusted EBITDA. The market focused on another quarterly loss and cash outflow. Longer term investors will be more interested in whether this revenue build and margin progress can support the forecast turn to...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

Grab (GRAB) Stock Quietly Prices In A Sharper Profit Story

Grab Holdings stock inched up 1.4% to US$3.72 into the close, a muted move for what was a very loud quarter. The market treated the print as business as usual. The numbers tell a different story. Q2 basic earnings per share of US$0.06 and net income of US$252 million landed alongside record adjusted EBITDA of US$168 million with a 16.9% margin and a guidance upgrade. For a ride hailing and delivery platform that spent years chasing volume, this is now a profitability story. The real question...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Johnson & Johnson (JNJ) Picks Tom Cavanaugh As Jennifer Taubert Plans 2026 Retirement

Johnson & Johnson announced that Jennifer Taubert will retire as EVP, Worldwide Chairman, Innovative Medicine after a 21-year tenure. Tom Cavanaugh has been appointed to succeed her, with the transition effective in September 2026. The change affects the company’s key pharmaceutical segment and may shape future priorities in research, development, and commercialization. Johnson & Johnson, traded as NYSE:JNJ, is preparing for a shift in its pharmaceutical leadership while the stock trades...
NYSE:RBRK
NYSE:RBRKSoftware

Rubrik (RBRK) Launches Agent Identity, Is The AI Security Upside Already Priced In?

Rubrik (RBRK) stock is drawing fresh attention after the company introduced Rubrik Agent Identity, an AI driven access control product for enterprise agents, and took a leading role in the Cloud Security Alliance’s new AI Resilience Center of Excellence. See our latest analysis for Rubrik. The launch of Rubrik Agent Identity and its role in the AI Resilience Center of Excellence come as Rubrik’s share price shows strong recent momentum, with a 1-day share price return of 8.36% and a 90-day...