U.S. Capital Markets Stock News

Borr Drilling Limited recently reported its third quarter 2025 results, posting US$277.1 million in revenue and US$27.8 million in net income, both increasing significantly from the same period last year. An unusually high rig utilization rate and continued contract wins, particularly in markets like Saudi Arabia and Mexico, highlight robust operational momentum for the company. We'll examine how Borr Drilling's increased rig activity and new contract commitments could affect the company's...

DexCom (DXCM) is facing a major legal and regulatory challenge as recent lawsuits claim unauthorized design changes to its G6 and G7 glucose monitors have led to decreased reliability and possible health risks. The FDA has issued a Warning Letter, and these developments have drawn serious attention from both investors and healthcare users. See our latest analysis for DexCom. The regulatory and legal turbulence has clearly fed into DexCom’s share price, which is now down to $58.06 after a...

In recent days, Charles Schwab reported record net new assets of US$44.4 billion in October, with total client assets reaching US$11.83 trillion, alongside a completed US$1 billion fixed-income offering and confirmation of acquiring Forge Global, a private share marketplace, to broaden investor access to private markets. This surge in client engagement, highlighted by a very large year-over-year jump in new account openings, reveals strong operational momentum as Schwab continues to benefit...

Earlier this month, Dave Inc. reported third-quarter 2025 earnings with revenue of US$150.73 million and net income of US$92.07 million, both showing very large increases compared to a year ago, and raised its full-year revenue guidance to US$544 million–US$547 million, up from previous expectations. The company credited its outperformance to higher member monetization driven by a mandatory fee structure and continued product innovation, indicating effective operational changes are...

Curious if Phillips 66 is undervalued or set for a breakout? You're not alone, especially as energy stocks continue to capture investor attention. The stock has shown some serious momentum lately, rising 3.2% in the last week and almost 10% over the last month. It is also up 24.4% year-to-date and 12.8% over the past year. Recent headlines highlight increased refinery utilization rates and strategic investments in renewable fuels, which have boosted market confidence in the company's...

Northrop Grumman (NOC) has seen shares trade flat in recent sessions, prompting investor interest in how the defense contractor’s fundamentals are currently stacking up. With revenue and net income growth just above 5% over the past year, the stock’s performance invites a closer look at the underlying value drivers. See our latest analysis for Northrop Grumman. After a strong run earlier this year, Northrop Grumman’s share price has pulled back 8.36% over the past month but remains up more...

NGL Energy Partners (NGL) delivered a standout set of results for the second quarter, surpassing earnings and revenue expectations. Higher water volumes and strong Grand Mesa segment growth were central to this performance, along with new long-term contracts and expanded commitments. See our latest analysis for NGL Energy Partners. Following its upbeat earnings release and an active share buyback program, NGL Energy Partners has captured investor attention in a big way. Momentum is building,...

Healthcare Services Group (HCSG) has caught the eye of investors following a sustained rally over the past month. The stock has gained more than 5% in that period, bringing its year-to-date return to over 51%. See our latest analysis for Healthcare Services Group. The latest surge in Healthcare Services Group’s share price builds on months of accelerating momentum, suggesting renewed optimism around its growth story. With a 51.4% year-to-date share price return and a 1-year total shareholder...

In early November 2025, First Watch Restaurant Group completed a follow-on equity offering of 5,289,784 common shares for US$93.70 million and updated its financial guidance alongside reporting third quarter results. This series of announcements highlights the company's commitment to funding expansion plans while maintaining steady revenue growth projections and investing in new restaurant openings. We will explore how First Watch Restaurant Group's capital raise and updated expansion goals...

FedEx (FDX) shares have displayed steady movement recently, catching the eye of investors interested in the shipping giant’s longer-term performance. With the stock up 13% over the past month, many are taking a closer look at the underlying trends. See our latest analysis for FedEx. The recent 13% jump in FedEx’s share price over the past month stands out, especially after a choppier start to the year. While year-to-date returns remain slightly negative, the company’s three-year total...

S&P Global Inc. recently announced a new share repurchase program, authorizing the buyback of up to 30,000,000 shares as approved by its Board of Directors. The company's decision to repurchase shares often reflects management’s confidence in the business and can lead to enhanced value for existing shareholders. We’ll explore how the substantial buyback authorization may strengthen S&P Global’s investment narrative and shareholder value proposition. Outshine the giants: these 25 early-stage...

On November 13, 2025, VeriSign's Executive Chairman, President, and CEO, D Bidzos, sold 9,000 shares of the company according to an SEC filing. This sale adds to a pattern of insider selling, as the CEO has sold a total of 108,000 shares over the past year without making any purchases, highlighting ongoing executive share sales. We'll now examine how recent insider selling by VeriSign's CEO may influence the company's investment narrative and investor confidence. Find companies with...

Wondering if NVIDIA's meteoric rise is justified, or if all the excitement has pushed the stock beyond its true value? You're not alone. Figuring out what the company is really worth has become a hot topic for investors and curious market-watchers alike. NVIDIA's stock has surged 37.5% year-to-date and more than doubled over the last three years, suggesting there could be both growing optimism and higher expectations built into the price. This momentum hasn't come out of nowhere. Fresh...

CF Industries Holdings (NYSE:CF) just posted third-quarter earnings that beat estimates, driven by strong demand for nitrogen products. Revenue and earnings per share both climbed compared to last year, underscoring a positive shift for investors. See our latest analysis for CF Industries Holdings. CF Industries Holdings has attracted attention lately, not just for its robust earnings beat, but also for announcing new share buybacks and registering shelf offerings. These moves send a clear...

SS&C Technologies Holdings (SSNC) has seen its stock move this week following recent trading. Investors are re-evaluating the company’s outlook amid shifts in the broader technology sector, and are keeping a close eye on longer-term growth trends. See our latest analysis for SS&C Technologies Holdings. SS&C Technologies Holdings shares have shown steady momentum this year, with a year-to-date share price return of 10.66 percent and a solid 15.14 percent total shareholder return over the past...

Haemonetics Corporation recently reported second quarter results, showing a year-over-year sales decline to US$327.32 million but an increase in net income to US$38.68 million and earnings per share to US$0.81; the company also completed a buyback of 1,430,579 shares, around 2.97% of its outstanding stock, for US$75 million. This combination of higher earnings and reduced share count highlights management's focus on profitability and capital returns despite softer top-line performance. We’ll...

Marathon Petroleum (MPC) just posted third quarter earnings showing net income and earnings per share more than doubling from last year, even though revenue stayed largely unchanged. That kind of profit jump gets investors' attention. See our latest analysis for Marathon Petroleum. Marathon Petroleum’s shares have been on a tear lately, riding a wave of strong quarterly results along with the announcement of new buybacks and leadership changes. With a 1-year total shareholder return of nearly...

Earlier this week, Fluence Energy announced that slower-than-expected production ramp-up at its newly commissioned US manufacturing facilities will result in revenues reaching only the lower end of its previous guidance, with these delays now anticipated to extend into fiscal year 2026. The company expects these facilities to achieve targeted capacity by the end of the calendar year, which could improve customer deliveries and further strengthen its domestic content positioning. We'll...

Sonos, Inc. recently announced fourth quarter and full-year results, reporting Q4 sales of US$287.9 million with a net loss of US$37.86 million, and full-year sales of US$1.44 billion with a net loss of US$61.14 million, both compared to the prior year. While the company showed improved quarterly sales and a narrower Q4 net loss, its full-year figures reflected lower sales and a wider net loss year-over-year, highlighting ongoing profitability challenges. We'll assess how Sonos's increased...

Harmony Biosciences Holdings (HRMY) just shared its earnings report, highlighting higher net income and growing earnings per share for both the third quarter and the first nine months of 2025. Investors are paying close attention to these results. See our latest analysis for Harmony Biosciences Holdings. Harmony Biosciences Holdings has caught fresh attention following its upbeat earnings, and that momentum is clearly showing. Its 7-day share price return is up 8.3%, and the stock has surged...

Sterling Infrastructure, Inc. recently announced Board approval for a new US$400 million stock repurchase program, replacing the expiring 2023 plan and set to run over the next 24 months. This move coincided with raised full-year guidance and strong third-quarter earnings results, pointing to management’s confidence in the company’s future performance and capital allocation discipline. We'll examine how the newly authorized US$400 million buyback may shape Sterling's investment narrative and...

On November 11, 2025, Mitsui & Co. Ltd. of Japan and Venture Global, Inc. announced the execution of a new, long-term LNG Sales and Purchase Agreement, under which Mitsui will purchase 1.0 million tonnes per annum of LNG from Venture Global for 20 years starting in 2029. This agreement, along with other recent long-term contracts from buyers in Spain and Greece, highlights expanding global demand for U.S. LNG and Venture Global's growing role as a key supplier to international markets. We'll...

Wondering if Upstart Holdings is at a bargain, overpriced, or primed for a rebound? You are not alone. Many investors are questioning what the real value story is for this stock right now. The company’s share price has seen swings lately, up just 0.3% over the past week but down 24.2% in the last month. This brings its year-to-date performance to a steep -36.3% and -43.4% over the last year, despite still being up more than 100% over three years. Recent headlines have spotlighted regulatory...

Driven Brands Holdings Inc. recently reported its third-quarter 2025 earnings, showing improved revenue of US$535.68 million and net income of US$60.86 million, alongside reaffirming full-year guidance with expected revenue of US$2.10 to US$2.12 billion and projections for 175 to 200 net new store openings. Despite these financial gains, the period also saw a significant reduction in holdings by Norwood Investment Partners and several analyst target cuts, highlighting a divergence between...