U.S. Capital Markets Stock News

Everest Group has delivered a 51.7% total return over the past five years, yet the share price recently eased back and the valuation checks still suggest the stock leans cheap rather than stretched. Over five years, a 51.7% return points to shareholder value creation that now has investors asking whether the current price still offers a margin of safety. The planned sale of Everest Group's Mexico insurance operations to Fairfax can help sharpen the focus on core reinsurance and wholesale...

Altria Group (MO) is drawing fresh attention as growth in smoke free products and disciplined pricing help offset weaker cigarette volumes and a softer oral tobacco segment. See our latest analysis for Altria Group. Altria Group’s share price has eased in recent weeks, with a 30 day share price return down 11.47% and a 90 day return down 10.88%. However, the year to date share price return of 14.64% and a 5 year total shareholder return of 99.49% show that long term holders have still seen...

Harmony Biosciences Holdings (HRMY) is drawing attention after reporting second quarter 2026 net income of US$75.43 million, along with record results for WAKIX and updates across several late stage neurology programs. See our latest analysis for Harmony Biosciences Holdings. The recent second quarter results and late stage pipeline updates come after a solid run for Harmony Biosciences Holdings, with a 30 day share price return of 12.88% and a 90 day share price return of 27.79%. Over a...

In August 2026, DiDi Global Inc. reported second-quarter 2026 results, with sales of CNY 62,522 million and net income of CNY 866 million, compared with sales of CNY 56,404 million and a net loss of CNY 2,485 million a year earlier. The swing from loss to profit in the quarter contrasted with a loss over the first half of 2026, highlighting that recent operational performance has differed from the broader year-to-date picture. We will now explore how DiDi’s move to quarterly profitability,...

Eli Lilly (LLY) just raised its 2026 revenue guidance to a range of US$85b to US$87b, up from US$82b to US$85b. The company paired this outlook update with detailed second quarter earnings. See our latest analysis for Eli Lilly. Eli Lilly's latest guidance and earnings sit against a backdrop of strong recent momentum, with the share price up 19.44% over 90 days and a year-to-date share price return of 9.24%, while the 1-year total shareholder return is 69.36%. If you are looking beyond Eli...

BridgeBio Pharma has delivered a strong share price run over the past three years, yet the broader valuation checks now point to a stock that looks closer to fairly priced than clearly cheap or clearly expensive. BridgeBio Pharma has returned 178.1% over the past three years, which sets a high bar for any further upside to be justified by fundamentals. Regulatory progress on rare disease therapies and recent capital raises can support expectations for future revenue growth, while the need to...

United Airlines Holdings (UAL) has drawn fresh attention after its stock gained about 8.6% over the past month and about 35% over the past 3 months, highlighting shifting sentiment around the company. See our latest analysis for United Airlines Holdings. Looking beyond the recent rally, United Airlines Holdings has had a mixed short term patch with the share price down 3.3% over the past week. At the same time, a 35.4% 3 month share price return and a 24.2% 1 year total shareholder return...

Solar stocks are suddenly at the center of a trade crackdown story, as U.S. officials scrutinize complex import routes and talk tough on tariff enforcement. That creates both potential winners and companies facing new headwinds, and investors who ignore it risk missing meaningful shifts in sentiment and pricing power. This article walks through 3 U.S.-listed solar project developers and installers that appear especially exposed to this trade shock narrative. The three solar stocks covered...

In early August 2026, Fiserv reported weaker second-quarter results, with revenue easing to US$5,292 million and net income falling to US$627 million compared with a year earlier, while earnings per share from continuing operations declined to US$1.17. At the same time, Fiserv moved to reshape its business through new partnerships with Mastercard and Stuut Technologies, a joint venture that formed MoneyPass Group, further client wins such as UW Credit Union, and continued share repurchases...

Seaboard (SEB) drew fresh attention after reporting second quarter results that showed higher revenue, net income and earnings per share compared with a year earlier, along with a declared quarterly cash dividend of $2.25 per share. See our latest analysis for Seaboard. Seaboard's latest earnings and dividend news come as the share price has risen 2.6% in the last day but is down 6.2% over 90 days, while the 1 year total shareholder return of 23.1% points to stronger longer term momentum. If...

WEBTOON Entertainment stock has fallen sharply over the past year, yet the latest valuation checks suggest the shares now sit closer to fair value rather than looking clearly cheap or clearly expensive. The share price is down 44.7% over the past year, which means anyone buying today is looking at a stock that has already reset materially. The recent agreement to take a 60% stake in RI Games Holdings can support growth in game adaptations of WEBTOON content. However, any execution issues or...

CDW Corporation reported that Chief Financial Officer Albert J. Miralles plans to retire in 2027, with a phased transition to an Executive Advisor role through March 31, 2028, while also announcing second-quarter 2026 sales of US$6,572.2 million and net income of US$274.4 million, alongside a quarterly dividend of US$0.630 per share. The combination of better-than-expected earnings tied to strong AI and modernization demand and a carefully staged CFO succession plan highlights CDW’s focus on...

McDonald's (MCD) is in focus after reporting second quarter 2026 results alongside a leadership change in its largest market, with new U.S. President Skye Anderson taking over and a completed share repurchase tranche. See our latest analysis for McDonald's. At a share price of $272.83, McDonald's has seen its share price fall 10.03% year to date and 3.41% over three months, while total shareholder return over five years is 28.32%. This points to longer term compounding despite recent weaker...

With voters frustrated about inflation, real wages under pressure and Trump’s war in Iran weighing on fuel and borrowing costs, many investors are rethinking how exposed their portfolios are to swings in consumer sentiment. That stress can create openings for patient buyers. This article walks through 3 dividend paying US consumer staples stocks from a defensive screener that are meaningfully exposed to this news backdrop. The 3 stocks below are just a starting sample, and the full defensive...

Earlier this month, Neurocrine Biosciences reported Phase 4 KINECT-PRO results showing once-daily INGREZZA improved patient-reported quality of life, functioning, and clinician-rated tardive dyskinesia severity over 24 weeks, with no new safety issues. The study uniquely used the company’s own Tardive Dyskinesia Impact Scale alongside other validated patient-reported tools, giving a more patient-centric view of INGREZZA’s real-world benefit across differing psychiatric diagnoses and movement...

Analysts have recently highlighted Comfort Systems USA (FIX) after raising earnings estimates and noting expectations of strong earnings per share growth relative to the industry, supported by continued demand from tech and data center projects. See our latest analysis for Comfort Systems USA. Comfort Systems USA’s share price has climbed strongly over 2026, including a 76.76% year to date share price return, while a very large 5 year total shareholder return above 20x hints at sustained...

Backblaze (BLZE) is back in focus after second quarter 2026 results showed higher sales and a smaller net loss, paired with raised full year revenue guidance and fresh AI focused product and partnership updates. See our latest analysis for Backblaze. Backblaze’s recent earnings, higher full year revenue guidance and AI focused product news come after a strong run in the stock. The 30 day share price return was 43.87% and the year to date share price return was 301.27%. The 3 year total...

Teamshares came into this print as a high growth, still unprofitable financial platform stock that many investors viewed as a long runway story. The market liked what it saw on the headline numbers, with the stock up 4.3% after the report. The key surprise was earnings. Teamshares swung to basic earnings per share of US$0.17 in Q2 2026, alongside revenue of US$148.7m, after recent quarters of sizeable losses. That profit print, even on an early and fragile base, is what grabbed attention and...

Opendoor Technologies (OPEN) is back in focus after launching a US$650 million zero coupon senior unsecured convertible note offering due 2030, alongside second quarter results showing lower revenue and a wider net loss. See our latest analysis for Opendoor Technologies. The latest share price of US$3.64 leaves Opendoor Technologies with a 1-year total shareholder return of 14.83%, even though the year-to-date share price return is down 40.03%. This suggests recent momentum has faded despite...

Sea (NYSE:SE) just delivered its second quarter 2026 earnings, reporting revenue of US$7.79b and net income of US$458.12m, along with an update on its ongoing share repurchase program. See our latest analysis for Sea. Sea’s latest earnings and buyback update come after a mixed stretch for investors, with the share price at US$121.94 delivering a 38.11% 90 day share price return but a 31.22% decline in 1 year total shareholder return. Management’s focus on e commerce, gaming and fintech...

In August 2026, Energy Transfer LP reported second-quarter 2026 results showing sales of US$34.33 billion and net income of US$2.09 billion, with basic earnings per share from continuing operations of US$0.59, all higher than the same period a year earlier. Over the first half of 2026, the partnership generated US$62.11 billion in sales and US$3.34 billion in net income, underscoring how higher revenues have filtered through to stronger earnings per unit from continuing operations. We’ll now...

Nuvation Bio Inc. recently reported second-quarter 2026 results, with revenue rising to US$31.69 million from US$4.83 million a year earlier, while its quarterly net loss widened to US$62.84 million and loss per share from continuing operations was US$0.18. The company is also highlighting IBTROZI (taletrectinib) by sharing long-term Phase 2 TRUST-I and TRUST-II data on its efficacy and safety in ROS1-positive non-small cell lung cancer at major oncology conferences, underscoring how this...

Paychex WISE integration with Microsoft 365 Copilot and Teams Paychex (PAYX) drew fresh investor attention after announcing that its WISE workforce intelligence engine is now available inside Microsoft 365 Copilot and Teams, bringing HR insights directly into everyday productivity tools. See our latest analysis for Paychex. Paychex shares trade at US$122.02 after a 29.14% 90 day share price return and 6.67% 30 day share price return, while the 1 year total shareholder return is down 7.85%...

In early August 2026, Motorola Solutions completed two senior unsecured fixed‑rate bond offerings totaling about US$949.01 million, issuing 4.850% notes due 2029 and 5.650% notes due 2036 with major global banks acting as co‑lead underwriters. These new bonds, coming alongside strong second‑quarter results and higher full‑year revenue guidance, highlight how Motorola Solutions is pairing growth investment with long‑term funding while continuing to return capital via share repurchases under...