U.S. Consumer Finance Stock News

NasdaqGS:ZM
NasdaqGS:ZMSoftware

Is Zoom (ZM) Quietly Recasting Its Moat Through AI Partnerships Like Vizrt and Anthropic?

In early February 2026, Vizrt announced two new AI-powered solutions, InteractifAI and CaptivAIte, developed in partnership with Zoom to enhance visual engagement in Zoom-based corporate communications such as product launches, training webinars, and town halls. This builds on Zoom’s recent AI focus, including its US$51 million investment in Anthropic and deeper integration of advanced video technologies like NDI, highlighting how third-party innovation is increasingly woven directly into...
NYSE:ZTO
NYSE:ZTOLogistics

ZTO Express Weighs $1.5b Convertible Bonds Against Share Repurchases

ZTO Express (Cayman) Inc. (NYSE:ZTO) completed a US$1.5 billion convertible bond offering. The company paired this with a substantial share repurchase through privately negotiated transactions. The combined actions reflect a significant capital structure and capital return move beyond regular earnings updates. ZTO Express, a major player in China’s parcel delivery market, operates at the intersection of e commerce activity and logistics demand. For investors, the new convertible bond and...
NYSE:MSGS
NYSE:MSGSEntertainment

How Investors May Respond To Madison Square Garden Sports (MSGS) Expanding Infosys-Branded, AI-Driven Fan Experiences

On February 2, 2026, Infosys and the MSG Family of Companies extended their partnership, renaming the 5,600-seat Theater at Madison Square Garden as the Infosys Theater and expanding Infosys branding and digital innovation roles across properties including the New York Knicks, New York Rangers, Madison Square Garden and MSG Networks. The agreement deepens Infosys’ integration into MSG’s venues and media platforms, pairing prominent naming rights with AI-driven fan-experience technology...
NYSE:CRCL
NYSE:CRCLSoftware

Circle Tie Up Highlights USDC Use As Shares Screen Undervalued

Hecto Financial is integrating with Circle Payments Network to support regulated global cross border stablecoin payments using USDC. The partnership aims to offer faster and more secure international transfers to institutions and enterprises, including in South Korea. Hecto previously joined Circle's Arc blockchain testnet, and this move extends that work into live payment services. Circle Internet Group (NYSE:CRCL) is drawing attention as it connects its payments infrastructure with...
NasdaqGS:PLAB
NasdaqGS:PLABSemiconductor

Why Photronics (PLAB) Is Down 5.6% After Raising 2026 Capex Guidance And Beating EPS Estimates

In its latest reported quarter, Photronics, Inc. delivered adjusted EPS of US$0.60 versus US$0.45 expected on revenue of US$216,000,000, and sharply raised its 2026 capital expenditure guidance to US$330,000,000 from around US$190,000,000 in 2025. Management also highlighted Photronics’ position as the only U.S.-headquartered producer of trusted photomasks with the country’s only commercial high-end trusted mask facility, underscoring the company’s geopolitical importance in semiconductor...
NasdaqGS:ADEA
NasdaqGS:ADEASoftware

What Adeia (ADEA)'s Executive Team Reshuffle Means For Shareholders

Adeia Inc. recently reshaped its executive leadership team, appointing Craig Mitchell as chief semiconductor officer, elevating Dr. Mark Kokes to chief revenue officer, naming Bill Thomas chief strategy officer, and confirming the upcoming departure of semiconductor licensing head Dana Escobar in March 2026. This refresh concentrates seasoned IP and semiconductor experts in roles directly responsible for technology vision, licensing revenues, and long-term corporate direction, signaling an...
NYSE:MC
NYSE:MCCapital Markets

Assessing Moelis (MC) Valuation After Mixed Recent Share Price Returns

Moelis stock snapshot after recent performance Moelis (MC) has drawn investor attention after a recent mix of returns, with the share price last closing at US$70.89 and showing a month decline alongside a gain over the past 3 months. For context, the stock shows a 1 day return of 2.18%, with a 7 day decline of 2.76% and a 1 year total return decline of 7.38%. Over 3 years and 5 years, total returns of 73.02% and 74.93% highlight how different holding periods have produced very different...
NYSE:AUB
NYSE:AUBBanks

Why Atlantic Union Bankshares (AUB) Is Up 5.9% After Stronger 2025 Results And Steady Dividends

Atlantic Union Bankshares recently reported stronger fourth-quarter and full-year 2025 results, highlighted by higher net interest income and net income, sharply lower net charge-offs, and the Board’s decision to maintain a quarterly common dividend of US$0.37 per share while declaring the regular Series A preferred dividend. Alongside these results, the company issued 2026 net interest income guidance and reiterated its growth and acquisition plans, signaling how management is aligning...
NYSE:SAFE
NYSE:SAFESpecialized REITs

Is Morgan Stanley’s SAFE Downgrade Reframing How Investors View Safehold’s Earnings Quality and Caret Value?

In early February 2026, Morgan Stanley downgraded Safehold Inc., pointing to tenant litigation, fee income uncertainty linked to Star Holdings, slow origination activity, and a high dividend payout ratio as key concerns. This shift in analyst stance raises questions about the stability of Safehold’s earnings mix and the timing of value realization from its Caret interests. Next, we’ll examine how these concerns around tenant litigation and earnings quality may reshape Safehold’s broader...
NYSE:KMT
NYSE:KMTMachinery

Kennametal (KMT) Margin Improvement In Q2 2026 Challenges Slower Growth Narrative

Kennametal (KMT) has just posted Q2 2026 results with revenue of US$529.5 million and EPS of US$0.44, while the trailing twelve months show revenue of about US$2.0b and EPS of roughly US$1.44 as earnings growth of 14.6% has come through with a net margin of 5.4% versus 4.8% the prior year. The company has seen quarterly revenue move from US$482.1 million in Q2 2025 to US$529.5 million in Q2 2026, with quarterly EPS shifting from US$0.23 to US$0.44 over the same period. This puts the focus...
NYSE:NGL
NYSE:NGLOil and Gas

NGL Energy Partners (NGL) Profitability Flip Challenges Bearish Narratives Despite Revenue Compression

NGL Energy Partners (NGL) has reported Q3 2026 revenue of US$263.7 million and basic EPS of US$0.38, with net income from continuing operations of US$47.2 million. The partnership has seen quarterly revenue move from US$1.55 billion in Q3 2025 to US$971.1 million in Q4 2025, US$622.2 million in Q1 2026, US$674.7 million in Q2 2026, and US$263.7 million in the latest quarter. Basic EPS has moved from a loss of US$0.18 in Q2 2025 to a profit of US$0.38 in Q3 2026, while trailing twelve month...
NYSE:ADNT
NYSE:ADNTAuto Components

Adient (ADNT) Posts Q1 2026 Loss That Tests Bullish Profitability Narratives

Adient (ADNT) opened fiscal Q1 2026 with revenue of US$3.6b and a basic EPS loss of US$0.28 per share, as net income excluding extra items came in at a loss of US$22m against a prior year period that was around break even. The company has seen quarterly revenue move from US$3.5b in Q1 2025 to around the mid US$3.6b range more recently. Basic EPS has ranged from a loss of US$3.99 in Q2 2025 to a profit of US$0.92 in Q4 2024, setting up this quarter as another check in on how margins are...
NYSE:RRX
NYSE:RRXElectrical

Why Regal Rexnord (RRX) Is Up 13.8% After Strong E‑Pod Orders And Margin Gains

Regal Rexnord has reported past fourth‑quarter 2025 results showing revenue of US$1,523.2 million and net income of US$63.5 million, alongside full‑year sales of US$5,934.5 million and earnings per share from continuing operations rising year on year. The company also affirmed a US$0.35 per‑share dividend and highlighted strong new E‑Pod data center orders and higher operating margins, underscoring how cash returns to shareholders are being balanced with investment in growth areas. With the...
NasdaqCM:EGAN
NasdaqCM:EGANSoftware

eGain (EGAN) Q2 EPS Of US$0.09 Questions Trailing High Margin Narrative

eGain (EGAN) has just posted Q2 2026 numbers with revenue of US$23.0 million and basic EPS of US$0.09, setting the stage against a trailing twelve month picture that includes EPS of US$1.32 on revenue of US$90.7 million. The company has seen quarterly revenue move from US$22.4 million in Q2 2025 to US$23.0 million in Q2 2026, while basic EPS shifted from US$0.02 to US$0.09 over the same period. This gives investors a clear read on how the top and bottom lines now feed into a much higher...
NasdaqGS:SMCI
NasdaqGS:SMCITech

Why Super Micro Computer (SMCI) Is Up 8.2% After Record AI-Driven Quarter And Raised Revenue Outlook

Super Micro Computer reported past fiscal second-quarter 2026 results with record net sales of US$12.68 billion and net income of US$400.56 million, while also issuing new guidance calling for at least US$12.30 billion in third-quarter net sales and a minimum of US$40.00 billion for the full fiscal year. A key takeaway is that more than 90% of revenue came from AI-focused rack-scale platforms, with one large data center customer contributing roughly 63% of quarterly sales, highlighting both...
NYSE:COR
NYSE:CORHealthcare

Cencora (COR) Margin Stays Near 0.5% As High P/E Tests Bullish Growth Narratives

Cencora (COR) opened fiscal Q1 2026 with revenue of about US$85.9 billion and basic EPS of US$2.88, setting the tone for its latest earnings update. The company has seen revenue move from roughly US$79.1 billion in Q4 2024 to US$85.9 billion in Q1 2026, while trailing twelve month EPS has ranged between US$7.60 and US$9.76 over that period, giving investors a clearer view of both top line scale and earnings power. With a reported net margin sitting around 0.5% over the last year and a current...
NYSE:TGNA
NYSE:TGNAMedia

A Look At TEGNA (TGNA) Valuation As Shares Trade Below Estimated Fair Value

With no fresh headline catalyst driving TEGNA (TGNA) this week, investors are largely reacting to its recent share performance and fundamentals, including a last close of US$18.92 and annual revenue of US$2.88b. See our latest analysis for TEGNA. Recent trading reflects this mixed picture, with a small 1-day share price return of 0.58% and a 90-day share price return decline of 4.64% sitting alongside a 1-year total shareholder return of 6.02%. This suggests momentum has softened even as long...
NasdaqCM:VRRM
NasdaqCM:VRRMProfessional Services

Verra Mobility (VRRM) Valuation Check As New Locauto Italy Partnership Expands Tolling Footprint

Locauto partnership puts Italy toll network in focus for Verra Mobility (VRRM) Verra Mobility (VRRM) just announced a new partnership with Locauto Group in Italy, giving the company access to more than 100 rental locations that sit on one of Europe’s largest toll road networks. The agreement connects Verra Mobility’s electronic toll payment platform with Locauto and its Enterprise, National and Alamo brands, and targets rental demand from over 70 million international visitors and a car...
NasdaqGS:AVNW
NasdaqGS:AVNWCommunications

Aviat Networks (AVNW) EPS Rebound To US$0.44 Tests Profitability Turnaround Narrative

Aviat Networks (AVNW) has put up a clean Q2 2026 print, with revenue at US$111.5 million and basic EPS of US$0.44, underpinned by net income of US$5.7 million. The company has seen revenue move from US$118.2 million and EPS of US$0.35 in Q2 2025 to US$111.5 million and EPS of US$0.44 in Q2 2026, against a trailing twelve month EPS of US$1.15 on US$446.8 million of revenue. This gives a sense of the earnings base underpinning the latest quarter. For investors, a key focus now is how...
NYSE:EXPD
NYSE:EXPDLogistics

Assessing Expeditors International of Washington (EXPD) Valuation After Strong Recent Share Price Momentum

Expeditors International of Washington (EXPD) has drawn fresh investor attention after its recent share move, with the stock closing at $164.92 as returns over the month and past 3 months outpaced longer horizons. See our latest analysis for Expeditors International of Washington. That recent move sits on top of a 22.6% 3 month share price return and a 49.3% 1 year total shareholder return. Together, these figures suggest momentum has been building rather than fading for Expeditors...
NYSE:SLGN
NYSE:SLGNPackaging

Silgan Holdings (SLGN) Margin Slippage To 4.4% Tests Bullish Earnings Narratives

Silgan Holdings (SLGN) capped FY 2025 with Q4 revenue of US$1.47b and basic EPS of US$0.17, alongside trailing twelve month revenue of US$6.48b and EPS of US$2.71 that frame the year’s overall earnings power. Over the past few quarters, the company has seen revenue range from US$1.47b to US$2.01b and quarterly EPS move between US$0.17 and US$1.06, giving investors a clear read on how margins have shifted across the year. See our full analysis for Silgan Holdings. With the headline numbers on...
NasdaqGS:TSCO
NasdaqGS:TSCOSpecialty Retail

A Look At Tractor Supply (TSCO) Valuation After 2025 Results And 2026 Growth Guidance

Tractor Supply (TSCO) is back in focus after reporting fourth quarter and full year 2025 results. The company showed higher sales alongside relatively steady net income, and paired those numbers with fresh 2026 guidance. See our latest analysis for Tractor Supply. The earnings release, new 2026 guidance and ongoing share buybacks appear to have caught investors' attention, with a 1 day share price return of 3.39% and a 30 day share price return of 10.94% lifting year to date gains to 8.75%...
NYSE:ADM
NYSE:ADMFood

ADM EPS Compression And 1.3% Margin Keep Bearish Narratives In Focus

Archer-Daniels-Midland (ADM) has wrapped up FY 2025 with fourth quarter revenue of US$18.6b, net income of US$456m and EPS of US$0.94, setting the tone for how investors read the year’s compressed profitability. The company has seen quarterly revenue move from US$21.5b and EPS of US$1.17 in Q4 2024 to US$18.6b and EPS of US$0.94 in Q4 2025. Trailing twelve month revenue sits at US$80.3b with EPS of US$2.23, which keeps the focus firmly on how much earnings are being squeezed by thin...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

BWX Technologies Expands Nuclear And Digital Footprint With Two New Facilities

BWX Technologies (NYSE:BWXT) opened a new Centrifuge Manufacturing Development Facility in Oak Ridge, Tennessee, to support U.S. domestic uranium enrichment and national security. The company also launched a Digital Center in Melbourne, Florida, focused on digital transformation, AI, and cybersecurity for nuclear and defense customers. The two facilities were opened at the same time as part of BWXT's broader push in critical nuclear and digital capabilities. For you as an investor, these...