U.S. Capital Markets Stock News

In early January 2026, Parsons Corporation announced it had secured a ten-year, US$392 million single-award federal contract that taps its biometrics and network engineering capabilities, adding new work in support of defense and law enforcement missions. This win highlights Parsons’ role in advanced identity management, where it has already deployed more than 3,500 mobile biometrics solutions to enable real-time verification and threat detection in the field. We’ll now examine how this...

Morgan Stanley analyst Carlos De Alba recently downgraded Steel Dynamics to a hold rating, reflecting a more cautious stance ahead of the company’s upcoming fourth-quarter and full-year 2025 earnings release scheduled for January 26, 2026. This shift in analyst sentiment comes as options positioning and valuation debates have drawn heightened attention to Steel Dynamics’ prospects in steel and aluminum, especially given its premium trading levels versus peers and ongoing capital...

Nasdaq (NDAQ) is drawing fresh attention after reporting December 2025 trading volumes along with detailed quarterly metrics and setting a firm date for its fourth quarter and full year 2025 earnings release later this month. See our latest analysis for Nasdaq. Nasdaq’s recent volume update lands after a strong run in the shares, with the latest share price at US$98.24, a 90 day share price return of 9.72% and a five year total shareholder return of 125.27%. This suggests momentum has been...

Recent analyst commentary and share price reaction Astera Labs (ALAB) has been in focus after recent analyst commentary linked ongoing Scorpio X revenue and future products like larger switches and NVLink Fusion to the recent 7.9% share price gain since New Year’s Eve. See our latest analysis for Astera Labs. At a recent share price of $162.61, Astera Labs’ short term picture is mixed, with a 1 day share price return of 3.75% and a 30 day share price return of 9.24%. The year to date share...

Axogen, Inc. has issued preliminary unaudited guidance indicating fourth-quarter 2025 revenue of approximately US$59.9 million and full-year 2025 revenue of about US$225.2 million, both reflecting strong year-on-year growth driven by broad product portfolio performance. This guidance underscores how Axogen’s nerve repair offerings appear to be gaining traction across clinical settings, reinforcing confidence in the company’s underlying commercial execution. We’ll now explore how Axogen’s...

In early January 2026, Bank of America announced the past redemption of US$3.00 billions of 5.080% Fixed/Floating Rate Senior Notes due January 2027, alongside several new fixed-rate senior unsecured note offerings across maturities from 2027 to 2046 and participation in its own BofA Securities 2026 Defense Outlook and Commercial Aerospace Forum. At the same time, President Trump’s call for a one-year 10% cap on credit card interest rates has introduced fresh regulatory uncertainty for Bank...

In early January 2026, Photronics, Inc. expanded its leadership bench by appointing Jeff Catlin as Senior Vice President, Global Sales, adding finance executive Michelle Almeida to its Board, and transitioning long-time Chief Technology Officer Dr. Christopher Progler from his executive role. Together, these moves signal an effort to unify global sales, deepen financial oversight, and manage technology succession while preserving access to Dr. Progler’s expertise through a potential advisory...

Empire State Realty Trust recently signed a lease with Tourneau, LLC for a 3,767 sq ft Rolex retail store at 86 North Sixth Street in Williamsburg, Brooklyn, and previously announced that its fourth-quarter 2025 results will be released on February 17, 2026, followed by a conference call on February 18, 2026. The addition of a high-profile luxury tenant to ESRT's North Sixth Street Collection underscores the appeal of its Williamsburg retail cluster to premium brands and may reinforce the...

Apellis Pharmaceuticals recently presented at the 44th Annual J.P. Morgan Healthcare Conference, where management highlighted preliminary 2025 U.S. net product revenues of about US$689 million, supported by a 17% year-over-year increase in demand for SYFOVRE and early traction for EMPAVELI in rare kidney conditions. The company also outlined plans to advance a prefilled syringe version of SYFOVRE and expand EMPAVELI’s nephrology reach, while indicating that existing cash and product revenues...

Century Communities recently expanded its Century Complete and core homebuilding brands with new single-family communities at Crawford Ridge in Albertville, Alabama and Willow Glenn in Yelm, Washington, featuring modern finishes, online purchasing tools, and price points starting in the mid US$200,000s and US$500,000s respectively. At the same time, a US$200 billion federal mortgage bond purchase initiative aimed at easing housing affordability has become a key backdrop for assessing how...

Why e.l.f. Beauty is on investors’ radar today e.l.f. Beauty (ELF) has drawn attention recently as its share price sits at $87.02, with mixed returns across different time frames and reported growth in both revenue and net income. See our latest analysis for e.l.f. Beauty. The 13.96% 1 month share price return and 11.84% share price return year to date come after a 34.14% decline in 1 year total shareholder return. This indicates that short term momentum has picked up even as longer term...

Devon Energy recently presented at the Goldman Sachs Energy, CleanTech & Utilities Conference in Aventura, Florida, where President and CEO Clay M. Gaspar outlined the company’s current positioning and outlook to investors. At the same time, the company has been contending with weaker global crude prices and concerns about potential Venezuelan supply adding pressure to its core oil-focused business. Against this backdrop of softer crude prices and oversupply concerns, we’ll examine how these...

Intuitive Machines (LUNR) shares are in focus after a key analyst cut its rating from Buy to Hold, highlighting uncertainty around NASA’s pending Lunar Terrain Vehicle contract and how political decisions could affect that outcome. See our latest analysis for Intuitive Machines. At a share price of $18.56, Intuitive Machines has seen a 55.05% 1 month share price return and a 34.01% 3 month share price return, while the 1 year total shareholder return of 9.76% and 3 year total shareholder...

Lockheed Martin (LMT) is back in the spotlight after President Donald Trump proposed a US$1.5 trillion U.S. defense budget for fiscal 2027 and the Pentagon awarded a seven year Patriot missile production contract. See our latest analysis for Lockheed Martin. That backdrop helps explain why the share price is now at US$542.92, with a 1-day share price return of 4.72% and a 30-day share price return of 13.05%, while the 1-year total shareholder return of 15.68% points to momentum building...

In early January 2026, several major banks, including BTIG, KeyBanc, TD Cowen and Wells Fargo, initiated or reiterated positive coverage on Samsara, emphasizing its role in connecting physical operations to the cloud and its expanding presence across large enterprise and international markets. On January 6, 2026, Samsara’s CEO and CTO adopted year‑long Rule 10b5‑1 trading plans to gradually sell up to 5 million shares each, framed as diversification moves designed to limit market disruption...

Recent commentary around Block (XYZ) has focused on its Bitcoin projects and buy now, pay later operations, with renewed interest in how these efforts interact with the company’s Square and Cash App ecosystems. See our latest analysis for Block. At a share price of $69.55, Block has seen a 7.41% 1 month share price return but a 1 year total shareholder return decline of 15.19%, suggesting shorter term momentum contrasts with weaker multi year outcomes as investors reassess growth potential...

Cohen & Steers (CNS) has drawn investor attention after appointing Diana Shieh as Chief Operating Officer and Head of Asset Management for its Private Real Estate Group, placing leadership change at the center of the stock’s latest story. See our latest analysis for Cohen & Steers. The recent appointment of Diana Shieh comes as Cohen & Steers’ share price sits at $68.04, with a 30 day share price return of 8.79% and a 1 year total shareholder return decline of 16.99%. This suggests improving...

Arch Capital Group Ltd. recently announced it released its fourth-quarter 2025 results on February 9, 2026, followed by an investor conference call on February 10, with a live webcast available through the company’s investor relations website. The company’s pattern of beating earnings estimates, strong revenue growth, and very large quarterly earnings improvement has reinforced investor focus on its underwriting and premium-growth engine across insurance and reinsurance. With this backdrop...

ADMA Biologics (ADMA) updated investors with fresh projections through 2027, outlining revenue, adjusted EBITDA and margin expectations that draw directly on yield focused manufacturing changes and a repositioned plasma collection network. See our latest analysis for ADMA Biologics. At a share price of $17.95, ADMA Biologics has given investors a 90 day share price return of 20.07%, while the 1 year total shareholder return sits at 8.85%, building on a very large 5 year total shareholder...

Amprius Technologies, Inc. has completed its at-the-market and follow-on equity offerings, issuing an aggregate 25.5 million common shares and raising about US$97.5 million in net proceeds, effectively ending the program. This fundraising significantly bolsters Amprius’ capital base, potentially giving it more flexibility to fund manufacturing expansion, automation projects, and long-cycle customer programs. We’ll now examine how completing this US$97.5 million equity raise could influence...

Why On Holding’s upcoming conference appearance and earnings matter for shareholders On Holding (ONON) is heading into a busy week, with management set to present at the ICR Conference on January 12 and investors watching for an earnings update that pairs projected revenue growth with earnings pressure. See our latest analysis for On Holding. At a share price of $49.12, On Holding has seen a 16.45% 90 day share price return. Its 3 year total shareholder return of 137.29% contrasts with an...

On January 6, 2026, HA Sustainable Infrastructure Capital and Sunrun announced they had closed a joint venture under which HA Sustainable Infrastructure Capital will invest up to US$500,000,000 over 18 months to help finance more than 40,000 home solar and storage systems totaling over 300 megawatts, while Sunrun also tightened terms and extended maturity on its corporate credit facility. The joint venture’s structured equity design, combined with the revised credit agreement covenants,...

Arrowleaf launch and why it matters for Ormat Technologies (ORA) Ormat Technologies (ORA) has started commercial operations at its Arrowleaf solar and battery storage project in California, its first hybrid solar plus storage facility and a key step in expanding its clean energy footprint. See our latest analysis for Ormat Technologies. Arrowleaf lands at a time when Ormat Technologies’ share price return has been steadier than dramatic, with a 90 day share price return of 6.58% and a 1 year...

The U.S. government recently took a direct 15% equity stake in MP Materials for US$400 million and expanded a long-term Department of Defense partnership to back rare-earth magnet production at its Mountain Pass facility, while MP advanced plans for a roughly US$1.20 billion magnet plant in Northlake, Texas. At the same time, optimism about improved U.S.–Venezuela trade has raised the prospect that MP could secure heavy rare-earth supplies to complement its light rare-earth output,...