U.S. Capital Markets Stock News

NYSE:SUN
NYSE:SUNOil and Gas

Sunoco (SUN) Valuation Check After Distribution Increase And Reaffirmed 2026 EBITDA Guidance

Sunoco’s latest distribution move and guidance update Sunoco (SUN) recently raised its quarterly cash distribution to $0.9317 per unit, its fifth consecutive quarterly increase. The company also reaffirmed 2026 adjusted EBITDA guidance that includes anticipated synergies from the Parkland acquisition. See our latest analysis for Sunoco. Those distribution and guidance updates have come as Sunoco’s 90 day share price return sits at 14.83% and its 5 year total shareholder return is 160.91%...
NasdaqCM:KARO
NasdaqCM:KAROSoftware

How Cartrack’s Schmitz Cargobull Telematics Integration Will Impact Karooooo (KARO) Investors

Karooooo’s subsidiary Cartrack recently partnered with Schmitz Cargobull to integrate TrailerConnect® telematics data into Cartrack’s fleet management platform, giving transport operators real-time trailer visibility without new hardware installation. This collaboration deepens Cartrack’s role in logistics by consolidating temperature, location, route, and load-condition data to help improve efficiency, compliance, and safety for transport operators. We’ll examine how this enhanced real-time...
NYSE:DKS
NYSE:DKSSpecialty Retail

DICK'S Outdoor Store Reset After Moosejaw Closures Might Change The Case For Investing In DICK'S Sporting Goods (DKS)

DICK'S Sporting Goods recently closed its Moosejaw stores, folding the acquired outdoor retailer into its Public Lands format while also cutting back the Public Lands store count. This consolidation marks a broad reset of the company’s outdoor footprint, highlighting management’s willingness to rethink underperforming concepts and reallocate resources. We’ll now examine how this reset of DICK’S outdoor footprint, including Moosejaw closures and fewer Public Lands stores, shapes its...
NYSE:L
NYSE:LInsurance

Why Loews (L) Is Up 5.2% After Strong 2025 EPS Lift From CNA-Driven Insurance Results

Loews Corporation has reported its fourth-quarter and full-year 2025 results, with revenue rising to US$4,734 million for the quarter and US$18.45 billion for the year, while net income reached US$402 million for the quarter and US$1.67 billion for the year. Basic earnings per share from continuing operations increased to US$1.94 in the fourth quarter and US$7.97 for 2025, highlighting the impact of robust insurance operations and disciplined capital allocation across the group’s diversified...
NYSE:GOLD
NYSE:GOLDRetail Distributors

A Look At Gold.com (GOLD) Valuation After A Strong Multi‑Period Share Price Rally

Recent performance snapshot for Gold.com (GOLD) Gold.com (GOLD) has drawn fresh attention after a strong recent run, with the share price at $55.32 and double digit returns over the past week, month and past 3 months catching investor interest. See our latest analysis for Gold.com. The recent 1 day share price return of 9.87% and 30 day share price return of 41.85% sit alongside a 1 year total shareholder return of 98.57%. This points to strong momentum that has built over both shorter and...
NYSE:H
NYSE:HHospitality

Hyatt Hotels (H) Valuation Check After Texas Pricing Settlement And Premium Sales Multiple

Hyatt Hotels (H) is in focus after agreeing to a US$1.25m settlement with the Texas Attorney General over online pricing disclosures, as regulators push hotels to show all mandatory fees upfront to consumers. See our latest analysis for Hyatt Hotels. The pricing settlement comes at a time when Hyatt’s share price has been somewhat choppy. A recent 1-day share price return of 1.96% and a 7-day share price return of 5.15% contrast with a 30-day share price return showing a 3.16% decline. Over a...
NasdaqGM:SYM
NasdaqGM:SYMMachinery

Symbotic (SYM) Is Up 10.4% After First Profitable Quarter And Higher Guidance Has The Bull Case Changed?

Symbotic Inc. recently reported first-quarter fiscal 2026 results, with revenue rising to US$629.99 million and net income improving to US$2.6 million, lifting earnings per share from a loss to US$0.02. The company also issued second-quarter revenue guidance of US$650 million to US$670 million and highlighted expanding high-profile partnerships, including with Walmart and SoftBank, that are reshaping its automated logistics footprint. We’ll now examine how Symbotic’s shift to profitability,...
NasdaqGM:LUNR
NasdaqGM:LUNRAerospace & Defense

Does Intuitive Machines (LUNR) One-Stop Lunar Transport Shift Redefine Its Competitive Moat?

Intuitive Machines, a specialist in lunar landers and rovers, has already completed two lunar missions for NASA and is preparing its IM-3 mission under a long-term Commercial Lunar Payload Services contract, while also securing work on lunar terrain vehicles, near-space network services, and lunar logistics solutions. The recent acquisition of Lanteris Space Systems marks a shift toward becoming a one-stop space transportation services provider, expanding Intuitive Machines’ role across more...
NasdaqGS:IMCR
NasdaqGS:IMCRBiotechs

Leadership Shuffle in Immunocore’s R&D Suite Might Change The Case For Investing In IMCR

Immunocore Holdings plc announced that Executive Vice President of Research and Development Dr. David Berman will leave on February 27, 2026, and the company will promote Chief Medical Officer Dr. Mohammed Dar and Head of Regulatory Sciences Mark Moyer to expanded Executive Vice President roles instead of hiring a direct replacement. This shift concentrates clinical development and regulatory leadership in long-tenured internal executives who have already guided KIMMTRAK® and multiple other...
NYSE:BK
NYSE:BKCapital Markets

Assessing Bank of New York Mellon Corporation (BK) Valuation After New FOMO Pay Cross-Border Payments Deal

Bank of New York Mellon Corporation (BK) stock is back in focus after BNY and FOMO Pay agreed to use BNY’s Virtual Reference Number solution to support same-day settlement of eligible USD cross-border payments. See our latest analysis for Bank of New York Mellon. BNY’s push into faster cross-border payments with FOMO Pay comes on top of fresh marketing and client initiatives, including a new Formula 1 partnership and recent leadership changes. It also coincides with a 90-day share price...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Palantir Technologies (PLTR) Is Down 8.0% After Strong 2025 Results And 2026 AI Guidance - Has The Bull Case Changed?

Earlier this month, Palantir Technologies reported fourth-quarter 2025 results showing revenue of US$1.41 billion and net income of US$608.68 million, alongside full-year 2025 revenue of US$4.48 billion and net income of US$1.63 billion, and issued 2026 guidance calling for revenue between US$7.18 billion and US$7.20 billion with GAAP profitability in every quarter. At the same time, Cognizant announced a partnership to embed Palantir’s Foundry and Artificial Intelligence Platform into its...
NasdaqGS:NBTB
NasdaqGS:NBTBBanks

Is Earnings Upswing And 13th Dividend Hike Altering The Investment Case For NBT Bancorp (NBTB)?

NBT Bancorp Inc. reported past fourth-quarter 2025 results with net interest income of US$135.44 million and net income of US$55.51 million, alongside a higher full-year 2025 profit versus 2024 and announced a first-quarter 2026 dividend of US$0.37 per share. The board’s decision to lift the quarterly dividend for a thirteenth consecutive year, alongside ongoing share repurchases, highlights a continued emphasis on shareholder returns. Next, we’ll examine how this earnings improvement and...
NYSE:CNA
NYSE:CNAInsurance

CNA’s Bigger Regular and Special Dividends Might Change The Case For Investing In CNA Financial (CNA)

CNA Financial Corporation has recently raised its regular quarterly cash dividend by 4% to US$0.48 per share and announced a US$2.00 per share special dividend, both payable on March 12, 2026 to stockholders of record on February 23, 2026. This combination of a higher recurring payout and a sizable one-time distribution highlights how management is choosing to return capital to shareholders ahead of its upcoming earnings release. We will now explore how the increased regular dividend and...
NYSE:TFX
NYSE:TFXMedical Equipment

How Teleflex’s Sudden CEO Exit and Fraud Probe Will Impact Teleflex (TFX) Investors

In early January 2026, Teleflex announced the immediate departure of Liam Kelly as Chairman, President, and CEO, prompting scrutiny of its leadership transition and corporate direction. Soon after, law firm Pomerantz LLP disclosed an investigation into potential securities fraud and unlawful business practices at Teleflex, sharpening investor focus on governance and disclosure practices. We’ll explore how the sudden CEO departure and related securities investigation could reshape...
NasdaqGS:HUBG
NasdaqGS:HUBGLogistics

Why Hub Group (HUBG) Is Down 15.5% After Uncovering a $77 Million Expense Error and Restatement

Hub Group, Inc. has delayed finalizing its 2025 financial results after uncovering a US$77 million understatement of purchased transportation expenses, prompting restatements for the first three quarters of 2025 and a review of prior years. At the same time, the company reaffirmed 2025 revenue guidance of about US$3.70 billion and outlined a 2026 revenue range of US$3.65 billion to US$3.95 billion, underscoring its focus on operational performance despite the accounting issue. With this...
NYSE:HRI
NYSE:HRITrade Distributors

Herc Holdings (HRI) Valuation Check After Strong Revenue Growth And H&E Integration Progress

Dividend decision and operational updates at Herc Holdings Herc Holdings (HRI) has attracted fresh attention after reporting 30% growth in equipment rental revenue and 35% growth in total revenue, reaffirming full year guidance and advancing its H&E Equipment Services integration. See our latest analysis for Herc Holdings. Herc Holdings' recent quarterly update, dividend declaration and upcoming conference appearances have coincided with a 4.64% 1 day share price return and 20.36% 7 day share...
NYSE:ITGR
NYSE:ITGRMedical Equipment

Does Integer’s MD&M West R&D Showcase Reveal a Deeper Integration Advantage for ITGR?

Integer Holdings Corporation is set to present and exhibit at MD&M West 2026 in Anaheim, unveiling an expanded 20 x 50 sq. ft. booth that showcases its full range of customer solutions, including the integrated R&D Velocity ecosystem connecting design, prototyping and manufacturing. A key insight from this announcement is how Integer is using its enlarged footprint and recent coating-related acquisitions to position itself as a fully integrated partner across medical device R&D, coatings,...
NYSE:DG
NYSE:DGConsumer Retailing

Is Dollar General’s New Chair and Mixed Sentiment Altering The Investment Case For Dollar General (DG)?

Dollar General said that David P. Rowland will become chairman of the board on February 4, 2026, succeeding Michael M. Calbert, while long-time director Warren F. Bryant plans to retire at the 2026 annual shareholders’ meeting. This leadership transition coincides with contrasting analyst views, as optimism about improved execution and margins is emerging alongside concerns about prior weak same-store sales and earnings trends. We’ll now look at how the incoming chairmanship and renewed...
NasdaqGS:BATR.K
NasdaqGS:BATR.KEntertainment

Assessing Atlanta Braves Holdings (BATR.K) Valuation After Mixed Returns And Perceived Undervaluation

Setting the stage for Atlanta Braves Holdings Atlanta Braves Holdings (BATR.K) has been drawing interest after recent share performance, with the stock around $39.13 and mixed returns over the past week, month and past 3 months. See our latest analysis for Atlanta Braves Holdings. Recent trading has been slightly soft, with a 7 day share price return of a 2.42% decline and a year to date share price return of a 1.83% decline. However, longer term total shareholder returns over 3 and 5 years,...