U.S. Capital Markets Stock News

Donaldson Company (DCI) has just posted Q3 2026 results with revenue of US$995.1 million and net income of US$118.1 million, translating to basic EPS of US$1.02 as investors weigh the latest quarterly momentum against the past year’s trajectory. Over recent quarters, the company has seen revenue move from US$940.1 million and EPS of US$0.49 in Q3 2025 to US$995.1 million and EPS of US$1.02 in Q3 2026, while trailing twelve month EPS stands at US$3.78 on revenue of US$3.8 billion. This sets...

Alkami Technology (ALKT) is back in focus after Citizens Bank expanded its relationship with the company by selecting MANTL, an Alkami solution team, to overhaul deposit account opening for retail and business customers. See our latest analysis for Alkami Technology. The expanded Citizens Bank partnership lands during a mixed share price patch for Alkami, with the stock at US$17.79 after a 1-month share price return of 10.09% but a year to date share price return that is down 21.56%. The...

SLB (SLB) has come into focus after expanding its collaboration with Vår Energi on the Norwegian Continental Shelf, using the Delfi digital platform to tighten well planning and integrated field development workflows. See our latest analysis for SLB. After the news, SLB’s share price closed at US$56.56, with the 1-day share price return of 3.31% standing out against a softer 7-day move. The 90-day share price return of 18.10% and 1-year total shareholder return of 71.78% point to momentum...

Caterpillar recently reported strong first-quarter results, raised its 2026 sales outlook, and highlighted surging demand for power-generation equipment tied to AI data centers, alongside support from reduced tariffs on imported farm and construction machinery that runs through the end of 2027. Together, booming data center-related orders, a record multi‑segment backlog and easing tariff pressures are reshaping Caterpillar’s mix toward higher-value power and energy offerings with potentially...

Insperity (NYSE:NSP) has been awarded Great Place to Work Certification for the third consecutive year. The recognition highlights the company’s continued focus on employee culture and wellbeing. Insperity, trading at around $35.85, is attracting attention for its workplace culture at a time when its share price has seen pressure over longer periods. The stock is up 13.2% over the past week and 25.7% over the past month, while returns are down 7.2% year to date and down 40.0% over the past...

Avis Budget Group (CAR) has drawn investor attention after recent trading, with the stock last closing at $172.38. Returns have been mixed, with gains over the past 3 months but a decline over the past month. See our latest analysis for Avis Budget Group. Recent trading reflects that pattern, with the 1 day share price return of 1.78% and 7 day return of 3.52% contrasting with a 30 day share price return that is down 7.10%. However, the 90 day share price return of 80.03% and 1 year total...

In recent days, analysts at BMO Capital and BofA updated their views on Progressive, adjusting earnings forecasts after a weaker April marked by higher catastrophe losses but also highlighting stronger net investment income, favorable underwriting trends, and ongoing share repurchases. These mixed revisions underline how Progressive’s underwriting discipline and investment income are helping offset pressures from slower policy growth and tougher auto pricing conditions. We’ll now examine how...

If you are wondering whether HEICO at around US$332 per share is offering fair value or stretched expectations, you are not alone. The stock has shown strong share price moves recently, with returns of 7.5% over the last week, 23.8% over the last month, 0.9% year to date, 11.4% over one year, 108.9% over three years and 125.3% over five years. Recent coverage has focused on HEICO's position within the Aerospace & Defense sector and ongoing interest in companies supplying specialized...

If you are wondering whether Intercontinental Exchange at around US$142 per share offers good value today, the key is to separate short term price moves from what the fundamentals suggest. The stock has pulled back recently, with the price down about 5.5% over the past week, 8.0% over the past month, 11.0% year to date and 19.7% over the past year, even though the 3 year and 5 year returns sit at 36.4% and 36.7% respectively. These swings are drawing fresh attention to how the market is...

If you are wondering whether Amphenol’s current share price reflects its fundamentals, the stock’s strong track record means it is worth taking a careful look at what you are really paying for. Amphenol’s stock last closed at US$148.40, with returns of 6.3% over the past week, 4.3% over the past month, 6.2% year to date and 63.0% over the past year. These returns may have shifted how investors think about its potential and risk. Recent headlines have focused on Amphenol as a key supplier in...

McDonald's (NYSE:MCD) has introduced a new global growth plan called "NEXT," focused on menu changes, greater use of AI, and a refreshed in-store experience. The program includes items such as hand-breaded wings and filets, an AI-powered drive-thru assistant, redesigned restaurants, and updated operations aimed at quality and efficiency. The rollout relies heavily on franchisee adoption, since most McDonald's locations are run by franchise operators worldwide. For investors, "NEXT" comes at...

Carnival Corporation (NYSE:CCL) completed the cruise industry's first LNG bunkering in Latin America and the Western Caribbean. The refueling used a mobile LNG solution to supply the Carnival Jubilee at Roatán, Honduras. This LNG bunkering milestone is part of Carnival's broader sustainability and decarbonization roadmap. Carnival, one of the largest global cruise operators, is adding LNG bunkering in Latin America and the Western Caribbean to its toolkit as it pursues lower emission...

If you are wondering whether Quest Diagnostics stock offers solid value at today's price, it is helpful to see how the market price compares with a few different valuation checks. The stock last closed at US$193.16, with returns of 0.1% over 7 days, 0.3% over 30 days, 11.1% year to date, 13.3% over 1 year, 54.0% over 3 years and 67.0% over 5 years. This provides useful context before considering what the business might be worth. Recent news has continued to focus on Quest Diagnostics'...

Voyager Technologies (NYSE:VOYG) announced plans to acquire Astrobotic Technology to expand its lunar infrastructure capabilities. The deal is aimed at strengthening Voyager’s role in commercial lunar delivery and support for NASA’s Artemis program. The acquisition marks a move beyond Voyager’s recent propulsion project activity into broader lunar operations. Voyager Technologies, trading at $49.95, comes into this deal with strong recent share price momentum, including a 7.6% return over...

In late May 2026, Phillips 66 (NYSE: PSX) was upgraded by Mizuho from ‘Neutral’ to ‘Outperform’ and was also highlighted among hedge funds’ preferred oil and gas holdings, with the upgrade tied to improving refining operations, ongoing strategic initiatives, and a stronger earnings outlook. This combination of analyst confidence and hedge fund interest suggests that institutional investors are increasingly focused on Phillips 66’s execution in refining and its broader energy logistics...

XPeng stock overview following recent share performance XPeng (NYSE:XPEV) has drawn fresh attention after a recent move in its share price, with the stock closing at US$17.89 and showing mixed returns across different timeframes for investors tracking its performance. See our latest analysis for XPeng. That latest 4.0% 1-day share price return continues a run of positive momentum, with the 30-day share price return at 13.0% and the 90-day share price return at 10.6%. This is despite the...

Select Water Solutions, Inc. announced that effective June 1, 2026, Michael C. Skarke moved from Executive Vice President and Chief Operating Officer to Executive Vice President and Chief Commercial Officer, keeping his executive officer status and continuing to report to the Chief Executive Officer. By reorienting Skarke’s role toward commercializing water infrastructure networks and pursuing diversification tied to recent acquisitions, while leaving the Chief Operating Officer position...

Travelers Companies (NYSE:TRV) released 2025 wedding insurance claims data, highlighting vendor failures and extreme weather as the top sources of claims. The data underscores ongoing risks for couples planning large events and the role of wedding insurance in addressing those uncertainties. This update adds a consumer focused angle to Travelers’ recent news flow, separate from items such as equity incentives and credit agreements. Travelers Companies, trading at $291.86, is bringing...

Guidewire Software (GWRE) is back in focus after a strong pre earnings move, as investors respond to projected Q3 revenue growth, expanding cloud subscriptions, a new US$500 million buyback, and improving sentiment across enterprise software stocks. See our latest analysis for Guidewire Software. The recent enthusiasm has come with swings, with the share price falling 5.1% over the last day but posting a 7 day share price return of 18.5% and a 3 year total shareholder return of 122.4%. This...

Peloton Interactive recently appointed Siddharth (“Sid”) Thacker as Chief Financial Officer, effective June 22, 2026, while also being added to several S&P indices and preparing for its presentation at the 2026 Baird Global Consumer, Technology & Services Conference. Thacker’s background in financial and operational transformation, coupled with Peloton’s inclusion in key S&P benchmarks, highlights management’s focus on strengthening financial leadership and widening the company’s market...

Several bullish analyst updates and strong recent earnings have put F5 (FFIV) in focus as investors weigh how hybrid multicloud demand, cybersecurity spending, and growing AI workloads might shape the stock ahead of the upcoming investor day. See our latest analysis for F5. The recent analyst optimism and earnings beat sit alongside a strong run in the stock, with a 26.6% 1 month share price return helping lift the year to date share price return to 59.4%. The 3 year total shareholder return...

Primo Brands (NYSE:PRMB) has introduced the Saratoga Collection, a new flavored sparkling water line under its Saratoga Spring Water unit. The Saratoga Collection debuts with four flavors designed to tap into lifestyle focused demand for premium, expressive beverages. The launch expands Primo Brands' presence in the flavored water category and targets a broader set of consumers seeking premium hydration options. Primo Brands, trading at $24.66, has seen mixed recent performance, with the...

Recent analyst downgrades have put A. O. Smith (AOS) on many investors’ watchlists after reduced guidance and weaker conditions in China and North American residential markets followed a recent earnings miss. See our latest analysis for A. O. Smith. The recent analyst downgrades and softer guidance have coincided with pressure on A. O. Smith's share price. It is trading at $56.76 after a 90 day share price return that fell 22.62% and a 1 year total shareholder return that declined 9.45%. This...

Q.E.P (OTCPK:QEPC) has closed out FY 2026 with fourth quarter revenue of US$55.4 million and basic EPS of US$1.05, alongside trailing 12 month figures of US$233.7 million in revenue and EPS of US$4.59. This frames a year where earnings slipped compared with the prior 12 months but margins stayed broadly in line. Over recent periods, the company has reported quarterly revenue between US$55.4 million and US$61.5 million, with EPS ranging from US$1.03 to US$1.36. This establishes a mixed...