U.S. Capital Markets Stock News

We'd be surprised if Power Integrations, Inc. ( NASDAQ:POWI ) shareholders haven't noticed that the Executive Chairman...

Event driven move in BioStem Technologies (BSEM) BioStem Technologies (BSEM) has attracted attention after recent trading, with the share price at $6.50 and a mixed return profile that includes gains over the past month and past 3 months but a 1 year decline. See our latest analysis for BioStem Technologies. The 21.04% 1 day share price return and 66.28% year to date share price return contrast sharply with the 62.96% 1 year total shareholder return decline. This suggests recent momentum is...

SiteOne Landscape Supply (NYSE:SITE) is reporting organic sales growth alongside declining earnings per share. This disconnect is putting a spotlight on how the business converts revenue into profit. Management is signaling that operational changes or potential mergers and acquisitions could be on the table. For investors watching NYSE:SITE, the current share price of $147.09 comes with a mixed picture. The stock is up 17.6% over the past month and 17.6% year to date, yet the 3-year return...

In its most recent quarterly update, Trinity Industries reported revenue growth and earnings per share that were in line with or slightly ahead of expectations, supported by stronger railcar deliveries and a resilient leasing portfolio. Management also described a cautious but constructive outlook, emphasizing steady railcar utilization and ongoing demand for specialized equipment despite broader macroeconomic uncertainties. Next, we will examine how this combination of stabilizing railcar...

Sanmina Corporation recently reported its first-quarter 2026 results, with sales rising to US$3.19 billion while net income and earnings per share from continuing operations decreased compared with the prior year, and issued second-quarter revenue guidance of US$3.10 billion to US$3.40 billion. The company also completed a US$140.20 million share repurchase program and highlighted growing demand for high-performance network and AI infrastructure solutions, positioning its ZT Systems...

If you are wondering whether GigaCloud Technology is still priced attractively after its strong run, this article walks through what the numbers are actually saying about value. The stock last closed at US$42.04, with returns of 9.9% over the past week, 8.5% over the last month, 8.5% year to date, and 102.9% over the past year, plus a very large return over three years that is around 7x. Recent coverage has focused on GigaCloud Technology's role in cross border business to business e...

If you are wondering whether Range Resources at around US$36.16 is offering good value or asking too much, you are not alone. The stock has returned 1.1% over the last 7 days and 2.4% over the past month, while the 1 year return sits at a 3.3% decline and the 3 year return is 56.3%. Recent coverage has focused on Range Resources as an established US energy player, with investors paying close attention to how its share price compares with peers and sector sentiment. Commentary has also...

BankUnited (BKU) just reported fourth quarter and full year 2025 results, and also completed a share repurchase tranche, giving investors fresh numbers on profitability, interest income and capital allocation decisions. See our latest analysis for BankUnited. The earnings release and completion of the recent US$50 million buyback tranche have arrived alongside a strong run in BankUnited’s shares, with a 24.68% 90 day share price return and a 28.46% 1 year total shareholder return suggesting...

Bloom Energy (NYSE:BE) signed a US$2.65b agreement with American Electric Power for solid oxide fuel cells, supported by a 20-year offtake contract. The company also entered a US$5b partnership with Brookfield Asset Management to provide power solutions for AI focused data center infrastructure. These agreements expand Bloom Energy's role in utility scale and AI related energy infrastructure. Bloom Energy sells solid oxide fuel cell systems that aim to provide reliable, lower carbon on site...

If you are wondering whether CarGurus at around US$29.48 is offering good value right now, you are not alone, especially given how mixed the share price record looks. The stock has seen a 13.1% decline over the last 7 days, a 21.7% decline over the last 30 days and year to date, and a 24.5% decline over the last year, set against a 66.6% return over 3 years and a 16.9% decline over 5 years. Recent attention on CarGurus has focused on how the business is positioned within online auto...

Credit Acceptance (CACC) has drawn fresh attention after fourth quarter results showed revenue of US$579.9 million, alongside lower net income and earnings per share, paired with leadership changes and a large shareholder exit. See our latest analysis for Credit Acceptance. That mix of higher revenue, lower earnings, leadership changes and completed share repurchases has coincided with a 7 day share price return of 13.31% and a 30 day share price return of 9.26%. However, the 1 year total...

In recent days, KBRA assigned preliminary ratings to 58 classes from Connecticut Avenue Securities Trust 2026-R01, a credit risk sharing transaction backed by 52,876 residential mortgage loans with an outstanding principal balance of about US$18.80 billions tied to Fannie Mae reference pools. This transaction, set against ongoing federal housing policy efforts that have struggled to advance, highlights how credit risk transfers remain central to Fannie Mae’s role in the mortgage market...

Brady recently reported a strong third quarter, with revenues rising 7.5% year on year and surpassing analyst expectations by 2.6%, supported by broad-based regional improvement across the Americas, Asia, Europe, and Australia. Management attributed this performance to sustained investment in research and development, suggesting that Brady’s product innovation efforts are translating into tangible organic sales growth across its global footprint. We’ll now examine how this R&D-driven organic...

Stride’s Career Learning segment has become the main growth driver, with enrollments and withdrawal rates returning to more typical levels. The company has reaffirmed its full year revenue guidance and raised its operating income outlook. These updates mark a shift in how Stride’s business mix is developing between Career Learning and K 12 General Education. Stride (NYSE:LRN), currently trading at $85.77, is seeing its growth story increasingly tied to Career Learning rather than its K 12...

Chewy recently saw a surge in options trading activity and announced the retirement of Chief Technology Officer Satish Mehta, with a search underway for his successor ahead of its late-March earnings release. These developments spotlight how technology leadership and derivatives market sentiment can together influence perceptions of Chewy’s operational direction and risk profile. Next, we’ll examine how the unusual options activity, especially the high Put/Call ratio, could shape Chewy’s...

Asana (NYSE:ASAN) is accelerating an AI focused monetization push centered on its new AI Studio and AI Teammates offerings. The company is preparing to shift from a primarily seat based model to a more usage and consumption driven approach starting next fiscal year. Management is positioning these AI initiatives as core to how Asana plans to reshape its business model and revenue mix. For investors watching NYSE:ASAN, this pivot comes after a difficult stretch for the share price. The stock...

Tenable Holdings has launched Tenable One AI Exposure, now generally available, extending its exposure management platform to unify AI protection, discovery and governance across SaaS, cloud, APIs and agents enterprise-wide. The release directly targets the emerging "AI Exposure Gap" by giving security teams continuous, risk-aware visibility into how AI systems, identities, infrastructure and data interact across their organizations. We’ll now examine how this push into AI exposure...

Recent investor commentary around Peabody Energy (BTU) is centering on its coal-focused core operations, the Centurion metallurgical coal project, and exposure to critical minerals that align with current U.S. energy policy priorities. See our latest analysis for Peabody Energy. Peabody Energy’s share price has recently moved to $35.23, with a 1 month share price return of 14.83% and a 3 month share price return of 21.23%. The 1 year total shareholder return of 96.67% and the very large 5...

If you are wondering whether Casey's General Stores is still good value after a strong run, you are not alone. This article is set up to help you think that through clearly. The share price recently closed at US$641.37, with returns of 3.9% over 7 days, 15.3% over 30 days and year to date, and 53.0% over the past year. This naturally raises questions about what is already reflected in the price. Investors have been reacting to ongoing interest in convenience retail and fuel, as well as...

LGI Homes (LGIH) has drawn fresh attention with the launch of its Monte Vista Collection in the Modesto, California area. The collection features single story homes that include over $50,000 of upgrades and solar systems. See our latest analysis for LGI Homes. These new community launches in California and Texas come at a time when LGI Homes' 1 month share price return of 29.13% and year to date share price return of 29.13% contrast with a 1 year total shareholder return of a 37.52% decline...

Erie Indemnity (NasdaqGS:ERIE) raised its dividend for the 36th consecutive year, extending its long record of annual increases. This latest dividend hike qualifies the insurer for Dividend Aristocrat status, a label often associated with consistent dividend growth over multiple decades. The announcement reinforces the company’s long running focus on regular cash returns to shareholders. For you as an investor, a 36 year streak of dividend increases at Erie Indemnity, which operates in the...

In early 2026, Sunrun reported that in 2025 it rapidly scaled its distributed power plant programs, enrolling more than 106,000 customers and dispatching nearly 18 gigawatt-hours of home battery energy across 17 programs to support stressed U.S. grids. This expansion signals Sunrun’s growing role as a source of flexible, dispatchable capacity comparable to fossil-fuel peaker plants, highlighting how residential solar-plus-storage is becoming integrated into mainstream grid reliability...

Recent performance snapshot Carlyle Group (CG) has been trading under pressure in the short term, with the stock down about 3% over the past week and 4% over the past month, despite a positive 3 month return. See our latest analysis for Carlyle Group. Zooming out, Carlyle Group’s recent 1 month share price pullback and current share price of $58.27 sit against stronger momentum over the past quarter and multi year total shareholder returns. This suggests sentiment has cooled slightly after a...

If you are wondering whether Quanta Services at around US$488.60 is still a sensible entry or hold after a strong run, the key question is what you are actually paying for today. The stock has posted returns of 1.9% over the last 7 days, 11.1% over the last month, 11.1% year to date and 63.1% over the past year, with a very large 5-year gain that is more than 5x the starting point. This naturally raises questions about how much future upside is already priced in and how risk has...