U.S. Capital Markets Stock News

Cloudflare (NYSE:NET) shares were caught in a broader software sector sell-off as investors reacted to fresh concerns about how AI could disrupt traditional software business models. The move reflected sector-wide risk reduction rather than company specific headlines, pulling Cloudflare into the same trade as other software names. At the same time, recent commentary has highlighted Cloudflare's role as key infrastructure for AI workloads and autonomous AI agents, putting the company in the...

How Cintas stock has been performing recently Cintas (CTAS) has drawn attention after a mixed stretch, with its share price showing small daily and weekly moves, a gain over the past month and past 3 months, and a weaker 1 year total return. See our latest analysis for Cintas. At a share price of US$190.73, Cintas has seen a modest 3.2% 30 day share price return and a weaker 1 year total shareholder return of 4.2% decline, set against much stronger 3 and 5 year total shareholder returns. This...

If you are looking at Tronox Holdings and wondering whether the current share price reflects its true value, this article will walk you through what the numbers are actually saying. The stock most recently closed at US$6.96, with returns of 7.2% over the last 7 days and 63.0% over both the last 30 days and year to date, while the 1 year return sits at a 27.9% decline and the 3 and 5 year returns are declines of 53.0% and 54.5% respectively. Recent market attention on Tronox has been shaped...

Over the past week, Axon Enterprise has come under pressure as investors reassessed high-growth software names while watching for its upcoming fourth‑quarter 2025 earnings release on February 24 and its expanding use of artificial intelligence in public safety tools. This period has highlighted Axon’s effort to evolve from a hardware-focused supplier into an AI-enabled public safety platform, reinforced by its agreed acquisitions of Carbyne and Prepared and the rollout of solutions such as...

If you are wondering whether O'Reilly Automotive's current share price lines up with its underlying value, you are not alone. This article is set up to help you frame that question clearly. The stock closed at US$97.10, with returns of 7.5% over the past month, 7.5% year to date, 9.2% over 1 year, 81.8% over 3 years and 221.3% over 5 years. This naturally raises questions about what is baked into the price today. Recent attention on O'Reilly Automotive has focused on its role as a major US...

Arrow Electronics recently announced a collaboration with Romanian startup .lumen to help scale production and enhance performance of AI-powered intelligent guide glasses that use real-time haptic feedback to support people with visual impairments. This partnership expands Arrow’s role in Semi-Autonomous Mobility, highlighting how its engineering and supply chain capabilities can underpin emerging assistive technologies for greater independence. Next, we’ll examine how Arrow’s support for...

Illumina (NasdaqGS:ILMN) has partnered with the San Diego Zoo Wildlife Alliance's Frozen Zoo to sequence thousands of endangered species samples. The collaboration focuses on genomic and multiomic research aimed at supporting global wildlife conservation. The project is framed as an international effort to better understand biodiversity and species preservation. For you as an investor following Illumina, this partnership highlights how the company’s sequencing and multiomic platforms are...

NXP Semiconductors (NXPI) just wrapped up FY 2025 with Q4 revenue of US$3.3b and basic EPS of US$1.80, anchored by net income of US$455m, setting the stage for how investors read the year as a whole. The company has seen quarterly revenue move from US$3.1b in Q4 2024 to US$3.3b in Q4 2025, alongside quarterly EPS shifting from US$1.95 to US$1.80, which feeds into trailing twelve month EPS of US$8.00 on revenue of US$12.3b. With trailing net income of US$2.0b and a reported net margin that has...

Healthpeak Properties (NYSE:DOC) is planning an IPO of Janus Living to spin off its senior housing assets. The company has announced a $1b capital recycling program to reshape its real estate portfolio. Healthpeak also hired a former Palantir executive as Head of Enterprise Innovation to focus on technology and data driven operations. Healthpeak Properties, trading at $16.45, is reshaping its portfolio around core healthcare real estate while separating senior housing into the new Janus...

Analysts recently highlighted Vericel as a Growth at a Reasonable Price candidate, citing strong momentum in its earnings and revenue forecasts alongside a debt-free balance sheet and solid profitability metrics. This combination of projected earnings expansion, revenue growth and financial strength positions Vericel as a case study in how growth-focused investors may view profitable, balance-sheet-light businesses. With robust earnings growth projections at the center of the story, we’ll...

Columbia Sportswear recently reported fourth-quarter and full-year 2025 results that exceeded its own guidance, issued 2026 earnings and sales forecasts calling for modest growth, and affirmed a regular quarterly dividend of US$0.30 per share payable on March 20, 2026. The company highlighted that stronger-than-expected U.S. demand, broad-based international growth, and its ACCELERATE Growth initiatives helped offset weather and tariff pressures while supporting a cautiously constructive...

In the past few days, The Cooper Companies amended its 2021 term loan agreement, extending US$950 million of term loans to February 3, 2031, while lifting the cap on incremental borrowing and adding optional rating-based pricing. At the same time, Diamond Hill Capital’s Large Cap Fund disclosed a new position in the company, underscoring institutional interest in its contact lens and women’s health and fertility businesses despite current headwinds. Next, we’ll examine how the extended debt...

AXT (AXTI) is back on many watchlists after investor interest climbed alongside AI driven bandwidth demand, as the company’s Indium Phosphide substrate wafers sit at the heart of data center and optical communications build outs. See our latest analysis for AXT. AXT’s share price has been highly volatile, with a 14.8% 7 day share price return and a 116.9% 90 day share price return. The 1 year total shareholder return is extremely large, pointing to strong momentum despite the recent 5.7% 1...

If you are wondering whether Kyivstar Group's current share price reflects its true worth, you are not alone. This article focuses squarely on that question. The stock recently closed at US$11.83, with a 7 day return of 6.0% decline, a 30 day return of 10.9% decline, and a 1 year return of 14.4%, which points to shifting expectations and risk perceptions over different time frames. Recent news coverage around Kyivstar Group has focused on its position as a US listed telecom player with...

Samsara (NYSE:IOT) is expanding its Canadian footprint with local data hosting, domestic logistics partnerships, and new AI safety features. The rollout focuses on data residency, regional hardware fulfillment, and support for customers operating in remote parts of Canada. The company is tailoring its connected operations platform to Canadian fleets and industrial operators that face strict compliance and connectivity requirements. Samsara runs a connected operations platform that links...

If you are wondering whether Trane Technologies at around US$435 a share still offers reasonable value, you are not alone. This article is aimed at helping you frame that question clearly. The stock has posted returns of 11.0% over the last 7 days, 9.4% over the past month and year to date, and 23.6% over the past year, with a very large 3 year gain and a 219.1% return over 5 years that may be influencing how the market is thinking about future expectations and risk. Recent coverage has...

From what we can see, insiders were net buyers in Lindblad Expeditions Holdings, Inc.'s ( NASDAQ:LIND ) during the past...

If you are wondering whether Workiva at around US$72 per share offers fair value or a possible opportunity, you are not alone. That is exactly what this analysis will unpack. The stock has recently pulled back, with a 7 day return of an 11.1% decline, a 30 day return of a 13.2% decline, and a 1 year return of a 28.4% decline, which has also contributed to a 23.0% decline over 3 years and a 32.3% decline over 5 years. These moves have put Workiva on the radar for investors who track companies...

Sangamo Therapeutics recently reported detailed Phase 1/2 STAAR study results for its Fabry disease gene therapy, isaralgagene civaparvovec, and confirmed a rolling Biologics License Application submission to the FDA under the Accelerated Approval pathway, supported by kidney function as an intermediate clinical endpoint. The company paired these clinically promising data and regulatory progress with a roughly US$24.82 million follow-on equity raise and a finance leadership change,...

Ardelyx (ARDX) has drawn fresh attention after securing a new US patent that extends protection for its tenapanor formulations, IBSRELA and XPHOZAH, to 2042, while also advancing IBSRELA into a Phase 3 trial in chronic idiopathic constipation. See our latest analysis for Ardelyx. Ardelyx’s recent patent win and progress with the ACCEL Phase 3 trial come after a strong run, with a 30-day share price return of 25.85% and a 1-year total shareholder return of 40.22%, alongside a small pullback...

Labcorp Holdings (NYSE:LH) has amended its receivables purchase agreement, extending the facility’s termination date. The amendment adds an accordion feature that can increase borrowing capacity under certain conditions. The revised structure is intended to provide greater liquidity flexibility for the company’s operations and planning. Labcorp is a large diagnostics and laboratory services provider, so reliable access to funding is important for supporting day to day testing volumes and...

Why Central Bancompany is on investors’ radar today Central Bancompany (CBC) is drawing attention after a recent move in its share price, with the stock closing at $24.50 and showing varied returns over the past day, week, month, and past 3 months. See our latest analysis for Central Bancompany. While the 1 day share price return shows a 1.61% pullback to $24.50, the 90 day share price return of 15.29% sits alongside a 1 year total shareholder return of 89.00%. Together, these figures point...

If you are wondering whether WeRide's current share price offers value or just fresh risk, you are not alone. This article is going to focus squarely on what the numbers are saying about its valuation. WeRide's shares last closed at US$7.58, with returns of 14.3% decline over the past week, 19.3% decline over the past month, and 48.0% decline over the last year. This raises fair questions about how the market is currently pricing the stock. Recent news around autonomous driving regulation,...

If you are wondering whether Five9's current share price reflects its true worth, you are not alone. This article will walk through the key numbers that matter for valuation. Five9's share price closed at US$16.71, with returns of a 9% decline over 7 days, an 11.2% decline over 30 days, an 11.2% decline year to date, a 60.8% decline over 1 year, an 80.2% decline over 3 years and a 90.6% decline over 5 years, which naturally raises questions about both risk and potential. Recent coverage has...