U.S. Capital Markets Stock News

NYSE:FIHL
NYSE:FIHLInsurance

Rapid Premium Growth and Book Value Outlook Might Change The Case For Investing In Fidelis (FIHL)

Fidelis Insurance Holdings recently reported that its net premiums earned expanded at an annualized 17.1% pace over the past two years, alongside forecasts for 8.9% revenue growth and 29.1% book value per share growth over the next year, highlighting stronger underwriting activity and balance sheet improvement. This combination of rapid premium expansion and projected book value gains suggests Fidelis may be strengthening its competitive position in specialty insurance and reinsurance...
NYSE:OMF
NYSE:OMFConsumer Finance

How Investors May Respond To OneMain Holdings (OMF) Strong Q4 Earnings And Renewed Capital Returns

In early February 2026, OneMain Holdings reported higher fourth-quarter 2025 net income of US$204 million and full-year net income of US$783 million, alongside net charge-offs of US$492 million that were modestly above the prior year. The company also reaffirmed its focus on shareholder returns with a US$1.05 quarterly dividend and completion of additional share repurchases totaling over US$70 million across two programs. Now we’ll examine how stronger earnings alongside a fresh US$1.05...
NasdaqGS:OPEN
NasdaqGS:OPENReal Estate

Opendoor Resets Leadership And AI Focus As Investors Reassess The Story

Kaz Nejatian has been appointed CEO of Opendoor Technologies, and the company also announced upgrades to its AI tools and marketplace operations. Co founders are returning to the board, signaling a refreshed governance setup alongside these operational changes. The moves come as institutional investors increase their exposure to Opendoor, with shares of NasdaqGS:OPEN recently trading at $4.69. For investors watching NasdaqGS:OPEN, this leadership reset comes after a mixed share price...
NYSE:HOG
NYSE:HOGAuto

Harley-Davidson (HOG) Q4 Loss Challenges Bullish Earnings Resilience Narratives

Harley-Davidson (HOG) has wrapped up FY 2025 with a bumpy finish, as Q4 revenue came in at US$496.2 million and the company reported a loss per share of US$2.44, compared to a Q3 stretch that featured US$1.3 billion in revenue and EPS of US$3.13. Over the past few quarters, revenue has moved from US$1.3 billion in Q1 2025, to US$1.3 billion in Q2 and US$1.3 billion in Q3, before easing back to US$496.2 million in Q4. EPS ranged from US$1.07 in Q1 to US$0.89 in Q2 and US$3.13 in Q3, and then...
NYSE:WLK
NYSE:WLKChemicals

Is Westlake (WLK) Fairly Priced After Recent Share Price Rebound?

If you are wondering whether Westlake is offering fair value at its current share price, you are not alone. This article is designed to help you weigh that up in a clear, structured way. The stock last closed at US$99.12, with recent returns of 9.0% over 7 days, 19.1% over 30 days, 33.7% year to date, and a 9.5% decline over 1 year alongside a 15.7% decline over 3 years and a 21.8% gain over 5 years. Recent share price moves sit against a backdrop of ongoing interest in materials and...
NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

Fiserv (FISV) Margin Expansion Story Tested By 1.4% Revenue Growth

Fiserv (FISV) has wrapped up FY 2025 with fourth quarter revenue of US$5.3b and basic EPS of US$1.51, alongside trailing twelve month revenue of US$21.2b and EPS of US$6.34 that frame the full year picture. Over recent periods the company has seen quarterly revenue range from US$5.1b to US$5.5b, while basic EPS has moved between US$0.98 and US$1.86. This gives you a clear view of how the top line and per share earnings have tracked into the latest print. With a trailing net margin of 16.4%...
NasdaqGS:DOX
NasdaqGS:DOXIT

Amdocs CEO Change And Dividend Lift While Shares Trade Below Targets

Amdocs announced that CEO Shuky Sheffer will retire, and long-time executive Shimie Hortig is set to become Chief Executive Officer. The company also approved an increase in its quarterly dividend, signaling an adjustment to its shareholder return policy. These updates arrive as Amdocs (NasdaqGS: DOX) trades at a share price of $73.13. Amdocs (NasdaqGS: DOX) is going through a leadership handover at the top at the same time its share price has been under pressure. The stock is at $73.13,...
NasdaqGS:APLS
NasdaqGS:APLSBiotechs

Is It Time To Reassess Apellis Pharmaceuticals (APLS) After The Recent Share Price Slide

If you are trying to work out whether Apellis Pharmaceuticals is attractively priced or not, the recent share price and valuation checks give you a lot to think about. The stock last closed at US$22.58, with returns of a 3.2% decline over 7 days, 17.3% decline over 30 days, 12.7% decline year to date, 20.9% decline over 1 year, 56.3% decline over 3 years and 49.5% decline over 5 years. Recent news around Apellis has kept attention on how the market is reassessing risks and opportunities for...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

Qualcomm Balances Chip Shortage Pressures With Automotive And IoT Expansion

Qualcomm is reporting significant operational headwinds as a global memory chip shortage constrains smartphone production and handset revenue forecasts. Management and industry analysts describe broad supply chain challenges, with key OEMs, particularly in China, cutting chipset inventories. The company is pursuing diversification, completing acquisitions and expanding its presence in automotive and IoT to counter handset market pressure. These developments are influencing Qualcomm’s outlook...
NasdaqGS:QS
NasdaqGS:QSAuto Components

Did Eagle Line Pilot Production and Boardroom Shift Just Recast QuantumScape's (QS) Investment Narrative?

QuantumScape recently inaugurated its Eagle Line pilot production platform in San Jose, showcasing its highly automated Cobra process for manufacturing the company’s proprietary solid-state battery separator and supplying cells for customer testing and integration work. At the same time, the boardroom is evolving, with co-founder Prof. Dr. Fritz Prinz retiring and veteran finance executive Geoffrey Ribar joining as a director, potentially reshaping oversight as QuantumScape moves toward...
NYSE:BX
NYSE:BXCapital Markets

A Look At Blackstone (BX) Valuation After $10b AI Data Center Credit Deal With Firmus Technologies

Blackstone (BX) is back in focus after joining Coatue Capital to extend a $10b private credit facility to Australian startup Firmus Technologies, backing large scale AI focused data center expansion. See our latest analysis for Blackstone. Despite headlines around AI focused credit and possible deals such as the CitiusTech stake and a potential Interplex ICT sale, Blackstone’s recent share price return has been weak, with a roughly 15% decline year to date and a 16% total shareholder return...
NasdaqGS:GPRE
NasdaqGS:GPREOil and Gas

Why Green Plains (GPRE) Is Up 19.6% After Returning To Profit On Lower Sales - And What's Next

Green Plains Inc. recently reported fourth-quarter 2025 results showing sales of US$428.85 million, down from US$584.02 million a year earlier, but with net income improving to US$11.94 million from a net loss of US$54.94 million. Despite lower ethanol and coproduct volumes across the quarter and full year, the company returned to quarterly profitability, indicating that cost controls and operational efficiencies played a key role in its earnings turnaround. We’ll now examine how this return...
NYSE:LBRT
NYSE:LBRTEnergy Services

A Look At Liberty Energy (LBRT) Valuation After Its US$700 Million Convertible Notes Offering

Liberty Energy (LBRT) has moved to the forefront of investor attention after completing a US$700 million zero coupon senior unsecured convertible notes offering. The company expanded a previously announced US$500 million deal and reshaped its capital structure. See our latest analysis for Liberty Energy. Despite a 23.03% 1 month share price return and a 49.66% 3 month share price return, Liberty Energy has seen some near term volatility. The stock recorded a 3.85% 1 day share price decline...
NYSE:URI
NYSE:URITrade Distributors

Why United Rentals (URI) Is Up 10.6% After Major Buyback, Dividend Hike And Board Addition

United Rentals, Inc. recently reported fourth-quarter and full-year 2025 results, issued 2026 revenue guidance of US$16.8–US$17.3 billion, raised its quarterly dividend by 10% to US$1.97 per share, and authorized a new US$5.00 billion share repurchase program, while later appointing Alexander Taussig to its board, bringing the total to 11 directors. Together, the large buyback authorization, dividend increase, and addition of a venture capital board partner highlight management’s current...
NYSE:CVI
NYSE:CVIOil and Gas

CVR Energy’s US$1 Billion Refinancing Could Be A Game Changer For CVR Energy (CVI)

In late January 2026, CVR Energy, Inc. completed a US$1.00 billion private placement of senior unsecured notes, issuing US$600.00 million of 7.500% notes due 2031 and US$400.00 million of 7.875% notes due 2034, all guaranteed by key domestic subsidiaries. The company plans to use the proceeds to refinance its term loan and higher‑coupon notes, reshaping its capital structure and extending debt maturities. Next, we’ll examine how this large refinancing, particularly the shift to senior...
NasdaqGS:XEL
NasdaqGS:XELElectric Utilities

Will Xcel’s 2025 Beat, 2026 Guidance and Data Center Deals Change Xcel Energy's (XEL) Narrative

In early February 2026, Xcel Energy reported higher fourth-quarter and full-year 2025 revenue and net income, reaffirmed its 2026 earnings guidance, and advanced major grid and generation initiatives alongside partners such as NextEra Energy and GE Vernova. Beyond the headline earnings, Xcel’s new alliances to serve growing data center loads and build out high-voltage transmission highlight how its growth is increasingly tied to long-term infrastructure and digital economy demand. We’ll now...
NasdaqGS:ENTG
NasdaqGS:ENTGSemiconductor

Entegris (ENTG) Margin Decline To 7.4% Tests Bullish Earnings Growth Narratives

Entegris (ENTG) has wrapped up FY 2025 with fourth quarter revenue of US$823.9 million and basic EPS of US$0.33, alongside trailing twelve month revenue of about US$3.2 billion and EPS of US$1.55. Over the past six reported quarters, revenue has moved within a tight band from US$773.2 million to US$849.8 million, while quarterly EPS has ranged from US$0.33 to US$0.68. This gives investors a clear view of how the top line and EPS have tracked together through the cycle. With net income over...
NYSE:CLX
NYSE:CLXHousehold Products

Is It Time To Reassess Clorox (CLX) After Its Recent Share Price Rebound?

If you are wondering whether Clorox is fairly priced or offering value right now, it helps to start by looking at how the share price and the underlying business line up. The stock last closed at US$121.45, with returns of 5.6% over 7 days, 14.4% over 30 days and 20.4% year to date, while the 1 year, 3 year and 5 year returns sit at 14.8%, 11.6% and 22.0% declines respectively. Recent news around Clorox has focused on the company as a long established household products name and on how...
NasdaqGS:RELY
NasdaqGS:RELYDiversified Financial

Assessing Remitly Global (RELY) Valuation After BofA Buy Rating And Business Expansion

Fresh analyst attention meets expanding business footprint BofA Securities has just initiated coverage on Remitly Global (RELY) with a buy rating. Investors are also weighing the recent expansion of Remitly Business into the U.K. and Canada and a sharp sequential jump in send volumes. See our latest analysis for Remitly Global. The recent expansion of Remitly Business and fresh analyst coverage arrive as momentum has been mixed, with a 10.2% 7 day share price return and 11.7% 90 day share...
NYSE:PKG
NYSE:PKGPackaging

Packaging Corporation Of America Faces Margin Pressure As Valuation Signals Opportunity

Packaging Corporation of America, NYSE:PKG, is facing fresh scrutiny over declining operating margin and return on invested capital. Recent multi year pressure on these profitability metrics is raising questions about rising costs and the strength of the core business. The discussion comes as the stock trades around $241.78, drawing attention from investors tracking both price performance and fundamentals. For investors watching NYSE:PKG, the concern is less about short term price moves and...