U.S. Capital Markets Stock News

NYSE:WCC
NYSE:WCCTrade Distributors

WESCO International (WCC) Margin Slippage To 2.7% Tests Long Term Bullish Earnings Narrative

WESCO International (WCC) just closed out FY 2025 with fourth quarter revenue of US$6.1b and basic EPS of US$3.34, supported by net income of US$165.2m. The company has seen quarterly revenue move from US$5.5b and EPS of US$3.03 in Q4 2024 to US$6.1b and EPS of US$3.34 in Q4 2025, while trailing twelve month EPS for Q4 2025 sits at US$13.05 on revenue of US$23.5b. For investors, the headline results put the focus squarely on how WESCO is converting that top line into earnings as margins and...
NasdaqGM:IRMD
NasdaqGM:IRMDMedical Equipment

Iradimed (IRMD) Earnings Beat With 26.8% Margin Tests High Valuation Narratives

IRADIMED (IRMD) has just wrapped up FY 2025 with fourth quarter revenue of US$22.7 million and basic EPS of US$0.51, alongside net income of US$6.4 million, capped by trailing 12 month revenue of US$83.8 million and basic EPS of US$1.77 backed by net income of US$22.5 million. Over recent quarters the company has seen quarterly revenue move from US$19.4 million in Q4 2024 to US$22.7 million in Q4 2025, with basic EPS shifting from US$0.41 to US$0.51 over the same period. Trailing 12 month...
NYSE:ALLY
NYSE:ALLYConsumer Finance

Will Ally’s Auto Finance Focus and Financial Wellness Push Reshape Ally Financial's (ALLY) Narrative

Ally Financial recently participated in the AFSA Vehicle Finance Conference & Expo 2026 in Las Vegas and the Bank of America Financial Services Conference 2026 in Miami Beach, showcasing its focus on core auto finance, risk management, and investor communication. Alongside these appearances, Ally Bank’s “Cost of Singledom” report and launch of the Money Roots™ financial wellness program highlight the group’s push into consumer education and brand-led engagement beyond traditional...
NasdaqGS:CVCO
NasdaqGS:CVCOConsumer Durables

A Look At Cavco Industries (CVCO) Valuation After Earnings, American Homestar Deal And Share Buybacks

Cavco Industries (CVCO) is back in focus after reporting third quarter and nine month results, closing the American Homestar acquisition, and updating investors on recent share repurchases that collectively shape the current stock story. See our latest analysis for Cavco Industries. The recent earnings release, the American Homestar acquisition and ongoing share repurchases come against a mixed price backdrop. The company has reported a strong 17.56% 7 day share price return alongside a...
NasdaqGS:DFTX
NasdaqGS:DFTXPharmaceuticals

A Look At Definium Therapeutics (DFTX) Valuation After Roger Adsett Joins The Board

Board appointment puts governance in focus for Definium Therapeutics (DFTX) Definium Therapeutics (DFTX) recently added experienced biopharmaceutical executive Roger Adsett to its Board of Directors, an event that puts governance, commercial expertise, and long term execution squarely on investors’ radar. See our latest analysis for Definium Therapeutics. At a share price of $17.37, Definium Therapeutics has posted a 25.51% 1 month share price return and a 43.08% 3 month share price return,...
NYSE:AME
NYSE:AMEElectrical

AMETEK’s Record 2025 Results Test Acquisition Strategy And Growth Outlook

AMETEK (NYSE:AME) reported record fourth quarter and full year 2025 results. The company highlighted strong cash generation, solid sales and order growth, and contributions from recent acquisitions. Management pointed to continued momentum and a healthy backlog as key support factors for the business. For investors watching NYSE:AME, the latest update comes with the stock around $233.11 and multi year returns that have been strong, including 26.6% over the past year and 98.7% over five...
NYSE:MA
NYSE:MADiversified Financial

Is Mastercard (MA) Share Weakness Creating A Fresh Valuation Opportunity For Investors

If you have ever wondered whether Mastercard's share price really matches what the business is worth, this article is for you. We will break down what the current market price could be implying. Mastercard closed at US$540.39, with returns of a 1.9% decline over 7 days, a 6.1% decline over 30 days, a 4.0% decline year to date and a 3.8% decline over the past year, set against longer term returns of 48.6% over 3 years and 63.0% over 5 years. Recent coverage around Mastercard has focused on...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Intel (INTC) Valuation Check After New AI Investment And Data Center Momentum

Intel (INTC) is back in focus after committing at least US$100 million to AI chip startup SambaNova Systems. CEO Lip-Bu Tan also outlined strong AI driven server CPU demand, along with improving foundry yields and rising customer interest. See our latest analysis for Intel. Those AI focused updates are landing at a time when Intel’s share price has been volatile in the short term, with a 1 day share price return of 6.19% decline and a 7 day share price return of 4.30% decline. However, the 90...
NYSE:AES
NYSE:AESRenewable Energy

Assessing Whether AES (AES) Is Overvalued After Its Strong 1 Year Shareholder Return

AES stock performance snapshot AES (AES) has drawn attention after recent share price moves, with the stock showing gains over the past month and past 3 months alongside positive annual revenue and net income figures. See our latest analysis for AES. At a share price of $16.25, AES has seen momentum build recently, with a 30 day share price return of 13.48% and a 1 year total shareholder return of 67.93%, even though the 3 and 5 year total shareholder returns remain negative. If this move in...
NYSE:MLI
NYSE:MLIMachinery

Earnings Beat and Higher EPS Could Be A Game Changer For Mueller Industries (MLI)

Mueller Industries, Inc. reported past fourth-quarter 2025 earnings with sales of US$962.39 million and net income of US$153.71 million, alongside full-year sales of US$4.18 billion and net income of US$765.19 million, all higher than the prior year. An interesting takeaway is that both basic and diluted earnings per share from continuing operations rose for the quarter and the full year, pointing to improved profitability on a per-share basis. Next, we will examine how this improved...
NYSE:LB
NYSE:LBReal Estate

Is LandBridge (LB) Quietly Pivoting From Datacenters To A Pore Space Royalty Power Play?

In recent months, LandBridge Company LLC has drawn attention for highlighting that most of its revenue comes from surface use royalties tied to pore space, particularly through its relationship with WaterBridge, while recent acquisitions have expanded its pore space footprint. A key takeaway for investors is that LandBridge’s underlying value appears increasingly tied to its ownership of subsurface pore space rather than to datacenter development, positioning it as a differentiated play on...
NYSE:EE
NYSE:EEOil and Gas

A Look At Excelerate Energy (EE) Valuation As Earnings Surprise Expectations Drive Recent Interest

Why expectations around Excelerate Energy’s earnings are moving the stock Recent interest in Excelerate Energy (EE) is being driven by expectations around its upcoming earnings report on February 25, 2026, following a pattern of earnings surprises in recent quarters. See our latest analysis for Excelerate Energy. That backdrop of earnings optimism is lining up with strong recent momentum, with a 30 day share price return of 28.47%, a 90 day share price return of 44.19%, and a 3 year total...
NYSEAM:EVI
NYSEAM:EVITrade Distributors

EVI Industries (EVI) Q2 EPS Doubles Year On Year Testing Premium Growth Narrative

EVI Industries (EVI) has reported Q2 2026 revenue of US$115.3 million and basic EPS of US$0.16, alongside trailing 12 month revenue of US$427.1 million and EPS of US$0.49 that frame the latest quarter within a broader earnings picture. The company has seen quarterly revenue move from US$92.7 million in Q2 2025 to US$115.3 million in Q2 2026, with basic EPS over the same quarters shifting from US$0.08 to US$0.16 as trailing net profit margins eased from 1.8% to 1.5%. This sets up a results...
NYSE:JMIA
NYSE:JMIAMultiline Retail

Jumia Technologies Q4 Loss Narrows To US$10.3m Challenging Bearish Profitability Narratives

Jumia Technologies FY 2025 Earnings Snapshot Jumia Technologies (NYSE:JMIA) closed FY 2025 with fourth quarter revenue of US$61.4 million and a net income loss of US$10.3 million, while trailing twelve month revenue stood at US$188.9 million against a trailing loss of US$61.6 million. Over the last year, the company has seen quarterly revenue move from US$36.3 million in Q1 2025 to US$61.4 million in Q4, with trailing twelve month losses narrowing from US$99.1 million at the end of 2024 to...
NYSE:XYL
NYSE:XYLMachinery

Xylem (XYL) Margins Hold At 10.6% Net Level And Test Bullish Upside Narrative

Xylem (XYL) closed out FY 2025 with Q4 revenue of US$2.4b and basic EPS of US$1.37, on net income of US$335m, while trailing 12 month revenue stood at US$9.0b with basic EPS of US$3.93 supported by US$957m of net income. The company has seen revenue move from US$8.6b and basic EPS of US$3.67 on net income of US$890m in the prior trailing period to the latest US$9.0b and US$3.93 on US$957m. This sets up a story where investors are likely to focus on how steady margin progression and earnings...
NYSE:UNH
NYSE:UNHHealthcare

Is It Time To Reconsider UnitedHealth Group (UNH) After The Recent Share Price Slump

If you are wondering whether UnitedHealth Group is starting to look attractively priced, this article will walk through what the current share price might be implying about value. The stock last closed at US$273.22, with returns of a 3.9% decline over 7 days, a 20.6% decline over 30 days, an 18.8% decline year to date, a 47.6% decline over 1 year, a 41.4% decline over 3 years and an 8.7% decline over 5 years. Recent headlines around UnitedHealth Group have focused on the share price...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Datadog (DDOG) Q4 Margins At 3.1% Test Bullish Profitability Narratives

Datadog (DDOG) has wrapped up FY 2025 with fourth quarter revenue of US$953.2 million and basic EPS of US$0.13, alongside net income of US$46.6 million. This puts a clear spotlight on how its topline and per share earnings are tracking as the year closes out. Over the past six quarters, revenue has moved from US$690.0 million in Q3 2024 to US$953.2 million in Q4 2025. Over the same period, quarterly basic EPS has ranged from US$0.15 in Q3 2024 to US$0.01 in Q2 2025 and then to US$0.13 in the...
NasdaqGS:FRD
NasdaqGS:FRDMetals and Mining

Friedman Industries (FRD) Q3 2026 Net Margin Improvement Tests Bearish Cash Flow Narratives

Friedman Industries Q3 2026 Earnings Snapshot Friedman Industries (FRD) has reported Q3 2026 results with total revenue of US$168.0 million, net income of US$3.0 million and basic EPS of US$0.43, setting the tone for another data heavy quarter for investors to assess. The company has seen quarterly revenue move from US$106.8 million in Q2 2025 to US$94.1 million in Q3 2025, then to US$129.2 million in Q4 2025, US$134.8 million in Q1 2026, US$152.4 million in Q2 2026 and US$168.0 million in Q3...
NasdaqGS:ARWR
NasdaqGS:ARWRBiotechs

Arrowhead Joins S&P 400 As Profitability Shifts Investor Focus

Arrowhead Pharmaceuticals (NasdaqGS:ARWR) has been added to the S&P 400 index and its related sector indices. At the same time, the company has been removed from the S&P 600 index, shifting its classification within the S&P family. This index change reflects a reclassification of Arrowhead's market standing and may affect how index funds and ETFs hold the stock. Arrowhead Pharmaceuticals focuses on RNA interference based therapies, an area that has attracted steady attention as drug...
NasdaqGS:GT
NasdaqGS:GTAuto Components

Goodyear Tire & Rubber (GT) Q4 Profitability Rebound Tests Bearish Loss And Debt Narratives

Goodyear Tire & Rubber (GT) has wrapped up FY 2025 with fourth quarter revenue of US$4.9 billion and basic EPS of US$0.36, alongside net income excluding extra items of US$105 million. This sets a clear marker after a volatile year for earnings. Over the past six quarters, revenue has moved in a relatively tight band between US$4.3 billion and just under US$5.0 billion. Quarterly basic EPS has swung from a loss of US$7.62 in Q3 2025 to positive readings in Q1, Q2 and Q4, giving you a mixed...
NYSE:MAS
NYSE:MASBuilding

Masco (MAS) Margins Hold Near 10.7% And Reinforce Earnings Resilience Narrative

Masco (MAS) closed out FY 2025 with fourth quarter revenue of US$1.8 billion and basic EPS of US$0.81, alongside net income of US$165 million, setting the tone for how the full year’s performance lands with investors. Over the past four quarters, the company has seen revenue move from US$7.8 billion on a trailing basis in Q4 2024 to US$7.6 billion in Q4 2025, while trailing EPS shifted from US$3.77 to US$3.88. This provides a clear view of how the top and bottom lines have been tracking...
NYSE:LUMN
NYSE:LUMNTelecom

Lumen Technologies (LUMN) Is Down 8.0% After New CRO Hire And Ongoing Losses Reported

Lumen Technologies recently appointed former Cisco executive Jeff Sharritts as Executive Vice President and Chief Revenue Officer, while also reporting fourth-quarter 2025 sales of US$3,041 million and a net loss of US$2 million, alongside full-year 2025 sales of US$12.40 billion and a net loss of US$1.74 billion. This combination of a high-profile commercial leadership change and a move from prior profitability to continued losses highlights both execution challenges and efforts to reshape...
NasdaqGS:ENTA
NasdaqGS:ENTABiotechs

Enanta Pharmaceuticals (ENTA) Quarterly Loss Narrows Yet Keeps Profitability Concerns In Investor Focus

Enanta Pharmaceuticals Q1 2026 Earnings Snapshot Enanta Pharmaceuticals (ENTA) opened its 2026 financial year with Q1 revenue of US$18.6 million and a basic EPS loss of US$0.42, alongside a net income loss of US$11.9 million, setting a clear tone for where the business is today. The company has seen quarterly revenue fluctuate in a tight band between US$14.6 million and US$18.6 million over the last six reported periods, while basic EPS losses have ranged from about US$0.42 to US$1.36. This...
NasdaqGS:MTSI
NasdaqGS:MTSISemiconductor

Why MACOM Technology Solutions (MTSI) Is Up 7.2% After Returning To Profit And Raising Revenue Guidance

In the first quarter ended January 2, 2026, MACOM Technology Solutions Holdings reported sales of US$271.61 million and net income of US$48.77 million, reversing a prior-year net loss and turning last year’s loss per share from continuing operations into earnings of US$0.64–US$0.65. Alongside this sharp swing back to profitability, MACOM issued revenue guidance of US$281 million to US$289 million for the April 3, 2026 quarter, signaling management confidence after a period of weaker...