U.S. Capital Markets Stock News

NasdaqGS:HIMX
NasdaqGS:HIMXSemiconductor

What Himax Technologies (HIMX)'s Weak Q4 Results and 2026 Trough Outlook Mean For Shareholders

In February 2026, Himax Technologies reported fourth-quarter 2025 revenue of US$203.08 million and net income of US$6.34 million, down from US$237.22 million and US$24.61 million a year earlier, alongside full-year 2025 revenue of US$832.17 million and net income of US$43.94 million, both lower than the prior year. The company also projected a first-quarter 2026 trough with a 2% to 6% sequential revenue decline and profit per diluted ADS of US$0.02 to US$0.04, while pointing to lean customer...
NYSE:DTM
NYSE:DTMOil and Gas

Is DT Midstream’s Stronger 2025 Earnings, Higher Dividend and ESOP Plan Altering The Investment Case For DTM?

In February 2026, DT Midstream, Inc. reported that full-year 2025 sales rose to US$1,243 million from US$981 million, with net income increasing to US$441 million and diluted earnings per share from continuing operations up to US$4.30 from US$3.60 year-on-year, and also disclosed a 7% quarterly dividend increase to US$0.88 per share. Alongside these results, the company filed a US$396.99 million shelf registration for three million common shares tied to an ESOP-related offering, highlighting...
NasdaqGS:APLD
NasdaqGS:APLDIT

Why Applied Digital (APLD) Is Down 15.0% After Nvidia Fully Exits Stake Amid New AI Leases

In recent days, Applied Digital disclosed that Nvidia has fully exited its stake, even as the company pushes ahead with long-term AI and high-performance computing data center contracts, including multi-year leases at its Polaris Forge campus. This combination of a high-profile shareholder departure and expanding hyperscaler commitments highlights the tension between shifting investor confidence and the company’s growing role in AI infrastructure build-out. Next, we’ll examine how Nvidia’s...
NYSE:BE
NYSE:BEElectrical

Why Bloom Energy (BE) Is Up 14.7% After Surging AI Data-Center Fuel Cell Demand - And What's Next

In February 2026, Bloom Energy reported strong fourth-quarter 2025 results, including a growing multibillion-dollar backlog and rising demand from data center and commercial customers for its solid oxide fuel cell systems. The company’s push to meet surging power needs for AI-driven data centers highlights how on-site fuel cell solutions are becoming a crucial alternative to traditional grid connections. We’ll now examine how Bloom’s expanding backlog and AI-driven data center demand may...
NasdaqGS:WIX
NasdaqGS:WIXIT

A Look At Wix.com (WIX) Valuation As Shares Trade Below Estimated Fair Value

Wix.com stock performance snapshot Wix.com (WIX) has seen its share price under pressure recently, with the stock showing negative returns over the past day, week, month, past 3 months, year to date and past year. See our latest analysis for Wix.com. With the latest share price at $62.80, Wix.com has experienced notable volatility over time. The 30 day share price return is 29.02% and the 1 year total shareholder return is 68.96%, which may indicate changing momentum and a potentially less...
NasdaqCM:CRGO
NasdaqCM:CRGOLogistics

Freightos (CRGO) Narrowing Quarterly Losses Tests Bullish Profitability Narrative

Freightos (CRGO) has wrapped up FY 2025 with fourth quarter revenue of US$7.4 million and a basic EPS loss of US$0.07, alongside trailing twelve month revenue of US$29.5 million and a basic EPS loss of US$0.35. Over recent quarters the company has seen quarterly revenue move from US$6.6 million in Q4 2024 to a range between US$6.9 million and US$7.7 million across FY 2025. Quarterly basic EPS losses have sat between US$0.06 and US$0.20, leaving margins still firmly in loss making territory as...
NYSE:SMWB
NYSE:SMWBSoftware

Similarweb (SMWB) Is Down 35.9% After AI Studio Launch And Wider 2025 Losses - What's Changed

In February 2026, Similarweb reported fourth-quarter 2025 revenue of US$72.76 million and a net loss of US$7.5 million, alongside full-year 2025 revenue of US$282.6 million and a net loss of US$32.94 million, while issuing 2026 revenue guidance of US$305.0–US$315.0 million and unveiling its new AI Studio enterprise intelligence platform. The combination of accelerating AI-focused product development, including AI Studio and rising AI-related revenue contributions, with widening losses and...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Broadcom’s AI And 5G 6G Push Draws Fresh Institutional Interest

Broadcom (NasdaqGS:AVGO) is expanding its AI data center infrastructure offerings and has introduced the BroadPeak SoC for next generation 5G and 6G wireless networks. The BroadPeak SoC targets 5G Advanced and future 6G radio front end hardware, aiming to support future mobile network rollouts. Recent institutional investment activity in Broadcom highlights interest in its role within AI hardware and cloud infrastructure. Broadcom, known for its semiconductor and infrastructure software...
NasdaqCM:HYMC
NasdaqCM:HYMCMetals and Mining

A Look At Hycroft Mining (HYMC) Valuation After Major Resource Upgrade And Metallurgy Improvements

Hycroft Mining Holding (HYMC) has drawn fresh attention after reporting an updated independent Technical Report that lifts measured and indicated gold and silver resources by more than 50%, including a new high grade silver resource. See our latest analysis for Hycroft Mining Holding. The updated resource report lands after a sharp re-rating, with a 90 day share price return of 321.34% and a year to date share price gain of 72.34%. The 1 year total shareholder return is also very large,...
NasdaqGS:EVRG
NasdaqGS:EVRGElectric Utilities

How Evergy’s Higher Q4 Results And Steady Dividend At Evergy (EVRG) Has Changed Its Investment Story

Evergy, Inc. has declared a quarterly dividend of US$0.6950 per share on its common stock, payable on March 20, 2026 to shareholders of record as of March 10, 2026, and reported fourth-quarter 2025 revenue of US$1,340.2 million and net income of US$84.3 million, both higher than a year earlier. The combination of higher quarterly earnings per share and a maintained cash dividend signals management’s emphasis on returning capital while keeping operating performance on an upward track. Next,...
NasdaqGM:SHLS
NasdaqGM:SHLSElectrical

What Shoals Technologies Group (SHLS)'s Expected Revenue Rebound After Last Year's Decline Means For Shareholders

Shoals Technologies Group recently announced that it would report its latest earnings on a Tuesday before the market opened, following a quarter in which it exceeded analyst expectations for revenue growth and adjusted operating income. This upcoming report has drawn attention because analysts anticipate a sharp revenue recovery compared with the same quarter a year ago, when the company recorded an 18% decrease. Next, we’ll examine how Shoals’ expected revenue rebound after last year’s...
NYSE:ORCL
NYSE:ORCLSoftware

Assessing Oracle (ORCL) Valuation After Recent Share Price Weakness

Oracle (ORCL) is on many investors’ radar after recent share price weakness, with the stock showing negative returns over the past month and past 3 months while the company reports sizeable revenue and net income. See our latest analysis for Oracle. The recent 1 month share price return decline of 20.24% and 3 month decline of 28.28% have taken Oracle to US$141.31. The 1 year total shareholder return of a 16.01% decline contrasts with solid 3 and 5 year total shareholder returns of 66.55% and...
NYSE:DUK
NYSE:DUKElectric Utilities

Duke Energy Nuclear Record Highlights Customer Savings And Earnings Stability Potential

Duke Energy's nuclear fleet set a new reliability record in 2025, highlighting its performance in nuclear operations. The record supported consistent power generation across the Carolinas and contributed to customer cost savings through federal nuclear production tax credits. The achievement reinforces Duke Energy's role in clean energy generation and regional energy security. For investors watching NYSE:DUK, this update sits at the core of what the company does: regulated electric and gas...
NYSE:JBL
NYSE:JBLElectronic

How Tariff Rollback and Potential Refunds Will Impact Jabil (JBL) Investors

The U.S. Supreme Court recently struck down the Trump administration's global tariffs, easing cost pressures and compliance burdens for internationally exposed manufacturers such as Jabil. This ruling not only reduces ongoing trade-related expenses but also raises the prospect of tariff refunds, which could strengthen Jabil's financial flexibility. Next, we’ll examine how this tariff relief could influence Jabil’s investment narrative, particularly its U.S. manufacturing footprint and global...
NYSE:AAP
NYSE:AAPSpecialty Retail

Assessing Whether Advance Auto Parts (AAP) Looks Overvalued After Recent Share Price Momentum

Why Advance Auto Parts is on investors’ radar today Advance Auto Parts (AAP) has drawn fresh attention after recent trading left the shares showing mixed short term moves, with a 0.9% 1 day decline, in contrast to gains over the month and past 3 months. See our latest analysis for Advance Auto Parts. At a share price of US$55.37, Advance Auto Parts has recently seen a 7 day share price return of a 5.9% decline, set against a 30 day share price return of 18.4% and a year to date share price...
NasdaqGS:VISN
NasdaqGS:VISNCommunications

Assessing Vistance Networks (VISN) Valuation After Divestiture, Rebrand And Renewed Institutional Interest

Vistance Networks (VISN) is back in focus after hedge fund Newtyn Management lifted its position to 1.6 million shares, following the company’s recent divestiture, rebrand, and push to reshape shareholder returns. See our latest analysis for Vistance Networks. After a year where total shareholder return reached 272.14%, recent trading has cooled, with a 7.68% 90 day share price decline and a 5.64% one day pullback to US$17.90 as the market reassesses the rebrand, divestiture, and fresh...
NasdaqGM:FIVN
NasdaqGM:FIVNSoftware

A Look At Five9 (FIVN) Valuation As Stronger AI Driven Earnings Reset Expectations

Five9 (FIVN) is back in focus after quarterly results came in ahead of market expectations for both revenue and profit, alongside stronger operating margins and faster enterprise AI adoption that helped lift investor confidence. See our latest analysis for Five9. The latest earnings news sits against a weak longer record for holders, with the share price at US$17.74 after a 1 day share price return of 8.18% decline and a 1 year total shareholder return of 57.53% loss, so recent AI driven...
NYSE:VRE
NYSE:VREResidential REITs

Veris Residential (VRE) One Off Gain Dominates Earnings And Reinforces Bearish Leverage Concerns

Veris Residential (VRE) has wrapped up FY 2025 with Q4 revenue of US$71.3 million, basic EPS near breakeven at about US$0.00, and a small net loss from continuing operations of US$0.4 million, while trailing twelve month EPS stood at US$0.77 on revenue of US$288.4 million. Over recent periods, the company has seen quarterly revenue range from US$68.1 million in Q3 2024 to US$76.4 million in Q2 2025. Basic EPS moved from a loss of US$0.29 on a trailing basis in Q4 2024 to a profit of US$0.77...
NYSE:CBT
NYSE:CBTChemicals

Cabot Expands Asia Circular Carbon Capacity With Tire Pyrolysis Oil Might Change The Case For Investing In Cabot (CBT)

In February 2026, Cabot Corporation confirmed that its plants in Cilegon, Indonesia and Tianjin, China can now produce circular reinforcing carbons using tire pyrolysis oil under the ISCC PLUS mass-balance framework, extending coverage of its EVOLVE Sustainable Solutions platform across Asia Pacific. This expansion gives Cabot circular reinforcing carbon production in all major regions, aligning closely with tire makers’ long-term sustainability targets while supporting a “make-in-region,...
NasdaqCM:ONDS
NasdaqCM:ONDSCommunications

A Look At Ondas (ONDS) Valuation After New Defense And Demining Contract Wins

Ondas (ONDS) is back on traders’ radar after securing a multimillion-dollar Iron Drone Raider order from a NATO country and, through 4M Defense, a demining tender along the Israel Syria border. See our latest analysis for Ondas. Those defense contracts and rising interest around Ondas’ counter drone and demining work have arrived alongside a 1-day share price return of 1.60%, a 7-day gain of 9.45% and a 90-day share price return of 20.73%. The 1-year total shareholder return is very large,...
NYSE:HG
NYSE:HGInsurance

Is It Too Late To Consider Hamilton Insurance Group (HG) After A 75% One-Year Rally?

If you are wondering whether Hamilton Insurance Group is still attractively priced after its recent run, or if you might be late to the story, this article takes a closer look at what the current share price could be implying about value. The stock last closed at US$30.97, with returns of 0.2% over 7 days, 14.2% over 30 days, 13.6% year to date and 74.6% over the past year. This naturally raises questions about how much of the business outlook might already be reflected in the price. Recent...
NasdaqGM:EYPT
NasdaqGM:EYPTPharmaceuticals

EyePoint (EYPT) Valuation Check As New Chief Commercial Officer Joins Ahead Of Potential DURAVYU Launch

EyePoint (EYPT) shares are in focus after the company named Michael Campbell as Chief Commercial Officer, putting an experienced ophthalmology commercial leader in charge of preparing DURAVYU for potential launch. See our latest analysis for EyePoint. The appointment of Michael Campbell comes after a strong short term share price run, with a 1 day share price return of 11.35% and 7 day share price return of 31.92%. However, the year to date share price return shows a 2.35% decline, which...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

How Amazon’s Bath & Body Works Deal And US$200 Billion AI Spend At Amazon.com (AMZN) Has Changed Its Investment Story

In February 2026, Bath & Body Works launched its first authorized U.S. storefront on Amazon, offering a curated range of its signature body care and home fragrance products, while Amazon continued to ramp up artificial intelligence, cloud and robotics investment through a planned US$200.00 billion capital expenditure program for 2026. This combination of a major third‑party brand deepening its presence on Amazon’s marketplace and Amazon’s very large AI infrastructure build‑out highlights how...
NYSE:DHT
NYSE:DHTOil and Gas

Assessing DHT Holdings (DHT) Valuation After High Rate VLCC Time Charter Deals

DHT Holdings (DHT) has drawn fresh attention after securing two one year time charter deals for its VLCCs, DHT Taiga and DHT Opal, with global energy companies at high daily rates. See our latest analysis for DHT Holdings. The fresh time charter deals arrive during a strong run in DHT Holdings' shares, with a 30 day share price return of 26.85% and a year to date share price return of 49.32%. The 1 year total shareholder return of 75.75% and 5 year total shareholder return of 323.62% indicate...