U.S. Commercial Services Stock News

NYSE:VAC
NYSE:VACHospitality

Marriott Vacations Leadership Shift Raises Questions On Growth And Valuation

Marriott Vacations Worldwide (NYSE:VAC) has appointed Matt Avril as permanent CEO. Mike Flaskey has been named President and COO of the company. The leadership changes were announced recently and represent a material corporate update for NYSE:VAC. Marriott Vacations Worldwide operates vacation ownership resorts and related services, giving it exposure to both leisure travel and timeshare ownership. Executive changes at this level can influence how the company prioritizes areas such as...
NYSE:NVRI
NYSE:NVRICommercial Services

Enviri (NVRI) EPS Loss Deepens In Q4 FY 2025 Reinforcing Profitability Concerns

Enviri (NVRI) has wrapped up FY 2025 with fourth quarter revenue of US$556.4 million and a basic EPS loss of US$1.07, alongside trailing twelve month revenue of US$2.2 billion and a basic EPS loss of US$2.03. Over recent quarters, the company has seen revenue move in a tight band between US$548.3 million and US$574.8 million, while quarterly basic EPS losses have ranged from US$0.15 to US$1.07. This sets a clear context of steady top line and persistent negative earnings. With shares at...
NYSE:JBTM
NYSE:JBTMMachinery

JBT Marel (JBTM) Q4 Return To Positive EPS Tests Turnaround Narratives

JBT Marel (JBTM) closed out FY 2025 with Q4 revenue of US$1.0b and basic EPS of US$1.02, capping a year in which quarterly revenue moved from US$854.1m in Q1 to US$934.8m in Q2, US$1.0b in Q3 and US$1.0b in Q4 while EPS swung from a Q1 loss of US$3.35 per share to US$0.07 in Q2, US$1.28 in Q3 and US$1.02 in Q4. Against that backdrop, the story for investors now turns to how much of this shift in earnings power is sustainable and what it means for margins as the market weighs the new...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

Applied Materials (AMAT) Valuation Check After Strong Q1 Earnings And AI Infrastructure Growth Outlook

Applied Materials (AMAT) is back in focus after first quarter results showing US$7,012 million in sales and US$2,026 million in net income, alongside new guidance tied closely to growing AI infrastructure demand. See our latest analysis for Applied Materials. Applied Materials' recent AI focused guidance, the Samsung EPIC Center partnership and closure of the U.S. export control investigations have arrived alongside strong momentum, with a 30 day share price return of 17.23%, a 90 day share...
NYSE:TNC
NYSE:TNCMachinery

Tennant (TNC) Margin Compression To 3.6% Tests Bullish Growth Narratives

Tennant (TNC) just wrapped up FY 2025 with fourth quarter revenue of US$291.6 million and a basic EPS loss of US$0.25. This rounds out a trailing 12 month EPS of US$2.38 on US$1.2 billion of revenue and a net profit margin of 3.6%, which includes a one off loss of US$32.7 million. Over the last six reported quarters, revenue has ranged from US$290 million to US$328.9 million while quarterly EPS has swung between a loss of US$0.25 and a profit of US$1.11. This has left investors focused on how...
NYSE:MSI
NYSE:MSICommunications

Strong 2025 Results and Bigger Buybacks Might Change The Case For Investing In Motorola Solutions (MSI)

Motorola Solutions recently reported past fourth-quarter 2025 revenue of US$3,380 million and net income of US$649 million, alongside full-year 2025 revenue of US$11.68 billion and net income of US$2.15 billion, and also outlined expectations for 2026 revenue of about US$12.7 billion. In the same period, the company continued its long-running capital return program, repurchasing 1,217,814 shares for US$490.05 million and bringing total buybacks under its 2011 authorization to 229,688,902...
NasdaqGS:ADBE
NasdaqGS:ADBESoftware

Easing AI Fears and Options Shifts Could Be A Game Changer For Adobe (ADBE)

In recent weeks, Adobe has faced pressure from concerns about slower growth in its Digital Media segment and artificial intelligence disruption, while options activity and volatility patterns suggest investors are no longer urgently seeking heavy downside protection. At the same time, a broader rebound in software names and renewed interest in online learning platforms, where Adobe is a key player, point to shifting sentiment around the company’s role in AI-enabled creativity and digital...
NYSE:ZTS
NYSE:ZTSPharmaceuticals

Zoetis (ZTS) Valuation Check After Earnings Beat And 2026 Guidance Above Expectations

Zoetis (ZTS) is back in focus after reporting its fourth quarter and full year 2025 results, pairing higher sales and net income with 2026 guidance that management expects to exceed analyst expectations. See our latest analysis for Zoetis. The earnings beat and new 2026 guidance helped lift sentiment. The 1 day share price return of 2.28% and a 30 day share price return of 3.72% contrast with a 1 year total shareholder return decline of 22.55%, suggesting recent momentum is improving after a...
NYSE:RYI
NYSE:RYIMetals and Mining

Ryerson Holding Q4 Loss Of US$1.18 EPS Reinforces Bearish Profitability Narratives

Ryerson Holding (RYI) closed out FY 2025 with Q4 revenue of US$1.1 billion and a basic EPS loss of US$1.18, while trailing twelve month figures show revenue of US$4.6 billion and a basic EPS loss of US$1.76. Over recent quarters, the company has seen revenue move from US$1.01 billion in Q4 2024 to US$1.17 billion in Q2 2025, before landing at US$1.10 billion in Q4 2025. Basic EPS has ranged from a small profit of US$0.06 in Q2 2025 to losses such as US$0.46 in Q3 2025 and US$1.18 in Q4 2025,...
NYSE:OKE
NYSE:OKEOil and Gas

OneOK (OKE) FY 2025 Net Margin Compression Tests Bullish Earnings Growth Narrative

ONEOK FY 2025 Results Set the Stage for Margin Focus ONEOK (OKE) has just wrapped up FY 2025 with Q4 revenue of US$9.1b and basic EPS of US$1.55, putting a full year of reported numbers on the table for investors to assess. The company has seen quarterly revenue range from US$7.9b to US$9.1b through 2025, while basic EPS moved from US$1.04 in Q1 to US$1.55 in Q4. This provides a clearer view of how earnings tracked alongside the revenue base. With trailing 12 month EPS at US$5.43 and net...
NYSE:NUE
NYSE:NUEMetals and Mining

Nucor CFO Change And US$4b Buyback Shape Capital Return Priorities

Nucor (NYSE:NUE) has appointed Jack Sullivan as its new Chief Financial Officer. The company also announced a new share repurchase authorization of up to US$4b. Both decisions were announced together, highlighting a key moment for Nucor's capital planning and leadership. Nucor is a major US steel producer, so changes in its finance leadership and capital allocation plans tend to attract attention from investors who track industrial and materials names. The combination of a new CFO and a...
NYSE:PNC
NYSE:PNCBanks

PNC Expands Western Reach And Grows Community Focus With FirstBank Deal

PNC Financial Services Group (NYSE:PNC) agreed to acquire regional lender FirstBank, expanding its presence in Colorado and Arizona. The company also announced a $2.5 million EQ2 investment focused on affordable housing in Indiana, its first of this type in the state. For you as an investor, these moves sit at the intersection of growth and community focus for a large US universal bank. PNC operates across retail, commercial, and investment banking, and the planned FirstBank acquisition...
NasdaqGS:NXT
NasdaqGS:NXTElectrical

Assessing Nextpower (NXT) Valuation After New Jinko Solar Supply Agreement

What the new Jinko Solar supply deal means for Nextpower stock Nextpower (NXT) just secured a multi year agreement to supply at least 1 gigawatt of U.S. made steel module frames to Jinko Solar’s Jacksonville facility, with potential to scale to 3 gigawatts over three years. For investors, this second large commercial order in steel frames links Nextpower’s manufacturing expansion in the Southeastern U.S. directly to utility scale module production and also taps demand tied to domestic content...
NasdaqGS:RVMD
NasdaqGS:RVMDBiotechs

Revolution Medicines Lawsuit Settlement Seeks To Clear Legal Overhang For Investors

Revolution Medicines (NasdaqGS:RVMD) is involved in a proposed settlement of a class action lawsuit tied to former holders of CM Life Sciences III and Revolution Medicines securities. The settlement terms, which include a potential cash payout to eligible class members, are subject to court approval at an upcoming hearing. The agreement aims to resolve claims related to historical corporate matters around the CM Life Sciences III business combination with Revolution Medicines. Revolution...
NYSE:OVV
NYSE:OVVOil and Gas

Ovintiv (OVV) Q4 EPS Rebound To US$3.74 Tests Bearish Profitability Narratives

Ovintiv (OVV) has wrapped up FY 2025 with Q4 revenue of US$2.1b and basic EPS of US$3.74, alongside trailing 12 month revenue of US$8.7b and EPS of US$4.83 that together frame the full year earnings picture. Over recent periods, revenue has moved from US$2.2b in Q4 2024 to US$2.1b in Q4 2025, while quarterly EPS has shifted from a loss of US$0.23 in Q4 2024 to US$3.74 in the latest quarter. This sets up a set of results where firmer net margins and the existing earnings track record are front...
NYSE:WAL
NYSE:WALBanks

Western Alliance Bancorporation (WAL) Valuation Check After Recent Share Price Moves

What Western Alliance Bancorporation (WAL) investors can see in recent performance Western Alliance Bancorporation (WAL) has recently drawn attention as its shares last closed at $88.21, with a 0.7% move over the past day and mixed returns across the past week, month, and past 3 months. See our latest analysis for Western Alliance Bancorporation. While the 1 day share price return of 0.67% and 30 day share price return of 1.39% suggest only modest recent momentum, the 90 day share price...
NasdaqGS:CZR
NasdaqGS:CZRHospitality

Assessing Caesars Entertainment (CZR) Valuation As Mixed Analyst Calls And Company Actions Shape Outlook

Caesars Entertainment (CZR) is back in focus after a fresh combination of earnings, share repurchases, product news and differing analyst views created a more complex picture for the stock. See our latest analysis for Caesars Entertainment. The recent product launch, buyback activity and mixed earnings update come against a weak backdrop, with Caesars Entertainment’s year to date share price return of 13.67% decline and 1 year total shareholder return of 41.67% loss pointing to fading long...
NYSE:CVX
NYSE:CVXOil and Gas

Is Chevron (CVX) Priced Fairly After Its Strong Recent Share Price Run?

If you are wondering whether Chevron's share price still offers fair value or is running ahead of itself, you are not alone. This article will help you unpack that question. With the stock at US$185.34 and returns of 2.7% over 7 days, 11.2% over 30 days, 18.9% year to date, 23.8% over 1 year and 30.9% over 3 years, investors may be rethinking both upside potential and risk. Recent headlines around Chevron have kept the company on many watchlists, as investors track how large energy majors...
NYSE:MATX
NYSE:MATXShipping

Matson’s Earnings Beat And Steady 2026 Outlook Might Change The Case For Investing In MATX

Matson, Inc. has already reported fourth-quarter 2025 results showing higher net income of US$143.1 million and diluted EPS of US$4.60 despite lower year-on-year revenue, while also issuing 2026 guidance that calls for first-quarter operating income below the US$82.1 million achieved in early 2025 but full-year operating income roughly in line with 2025. The company paired this earnings outperformance with a maintained cash dividend of US$0.36 per share and commentary pointing to solid U.S...
NYSE:JHG
NYSE:JHGCapital Markets

Janus Henderson Expands CLO ETF Stack With Guardian Backing And Fee Questions

Janus Henderson Group (NYSE:JHG) has launched the Janus Henderson AA-A CLO ETF, focused on investment grade collateralized loan obligations between AAA and BBB credit qualities. The new ETF is backed by substantial seed capital from Guardian Life, which is partnering with Janus Henderson on this product. This fund adds to Janus Henderson's active fixed income ETF lineup and expands its presence in securitized credit markets. For investors watching fixed income ETFs, this move shows Janus...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

NVIDIA Deepens AI Factory Role With Meta, India Deals And Rubin NVL8

Nvidia announced new long term AI infrastructure partnerships with Meta and major Indian players Yotta and L&T. The company introduced its Rubin NVL8 AI server platform aimed at dense, data center scale deployments. Nvidia and Red Hat launched a co engineered AI Factory platform focused on enterprise grade AI software stacks. NVIDIA (NasdaqGS:NVDA) is leaning further into its role as a full stack AI provider, moving beyond chips into full platforms, services and large scale partnerships...
NasdaqGM:PAYO
NasdaqGM:PAYODiversified Financial

Payoneer Global (PAYO) Is Down 6.0% After Stablecoin Trust Bank Filing And Stripe Partnership

Payoneer recently filed an application with the US Office of the Comptroller of the Currency to establish PAYO Digital Bank, N.A., a national trust bank focused on stablecoin-enabled infrastructure, alongside plans to embed end-to-end stablecoin capabilities into its global payments platform through a partnership with Bridge, a Stripe company. This marks a meaningful push to connect regulated stablecoin payments with everyday workflows for nearly two million cross-border SMB customers,...
NYSE:VYX
NYSE:VYXSoftware

Should NCR Voyix’s 7-Eleven Philippines Win Shape Investor Views on Its Software-Led Strategy (VYX)?

NCR Voyix recently secured its first engagement with 7-Eleven Philippines, which selected the Voyix Commerce Platform and POS, plus Professional and Managed Services, to upgrade technology and shopper experiences across more than 4,500 convenience stores. This win not only extends NCR Voyix’s presence in Southeast Asian convenience retail, but also adds a long-term services component that could deepen recurring revenue exposure. Next, we’ll examine how this large 7-Eleven Philippines rollout...
NYSE:JBL
NYSE:JBLElectronic

Assessing Jabil (JBL) Valuation After Supreme Court Tariff Ruling Lifts Market Sentiment

Tariff ruling sparks fresh attention on Jabil stock Jabil (JBL) moved back into focus after its shares rose 3.3% following the U.S. Supreme Court decision to overturn global tariffs imposed by the previous administration, easing a key cost concern for investors. See our latest analysis for Jabil. Beyond the tariff ruling, Jabil has been on the market’s radar for some time, with a 30 day share price return of 9.51% and a 69.31% total shareholder return over the past year. The current share...