U.S. Electric Utilities Stock News

NYSE:USPH
NYSE:USPHHealthcare

The Bull Case For U.S. Physical Therapy (USPH) Could Change Following NYU Langone Alliance - Learn Why

U.S. Physical Therapy, Inc. reported that its subsidiary Metro Physical & Aquatic Therapy has entered a 10-year alliance with NYU Langone Health, bringing Metro’s 60 Long Island and New York–area outpatient physical therapy clinics into NYU Langone’s clinical network. This long-term partnership ties U.S. Physical Therapy more closely to a major academic health system, potentially enhancing referral flows, brand visibility and care integration across a key metropolitan region. We will now...
NYSE:MCK
NYSE:MCKHealthcare

McKesson (MCK) Is Up 12.1% After Strong Q3 EPS And Capital Moves Has The Bull Case Changed?

McKesson Corporation recently reported past third-quarter and nine‑month results to December 31, 2025, with sales of US$106.16 billion and net income of US$1.19 billion for the quarter, and also affirmed a regular dividend of US$0.82 per share payable on April 1, 2026. The company has also substantially completed a long-running share repurchase program, retiring around 64 million shares for about US$18.43 billion, and filed an omnibus shelf registration that expands its flexibility to issue...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

A Look At IREN (IREN) Valuation After Earnings-Driven AI Pivot Raises Execution Concerns

IREN (NasdaqGS:IREN) shares came under pressure after its latest quarterly earnings, as weaker revenue and a sizeable net loss coincided with a faster shift away from bitcoin mining toward AI cloud infrastructure. See our latest analysis for IREN. The latest earnings drop and concern about funding needs have hit sentiment hard, with a 7 day share price return of a 21.19% decline and a 90 day share price return of a 27.10% decline, even though the 1 year total shareholder return is 225.27% and...
NasdaqGS:SNEX
NasdaqGS:SNEXCapital Markets

StoneX Group (SNEX) Is Up 7.4% After Record Q1 Results And Acquisition Integration Progress - Has The Bull Case Changed?

StoneX Group Inc. reported past first-quarter 2026 results for the period ended December 31, 2025, with revenue of US$39.03 billion and net income of US$139.0 million, both higher than a year earlier, alongside increased basic and diluted EPS from continuing operations. Management highlighted that record net operating revenues and earnings were supported by the integration of acquisitions such as R.J. O’Brien, The Benchmark Company, and other recently added businesses, which broadened...
NasdaqGS:ITRI
NasdaqGS:ITRIElectronic

How Itron’s New AI Grid Edge Alliances Could Reshape Risk Management for Itron (ITRI) Investors

Itron, Inc. and key partners, including Pacific Gas and Electric Company, San Diego Gas & Electric, Microsoft and Snowflake, recently expanded collaborations and unveiled new AI-enabled Grid Edge Intelligence and Resiliency Solutions aimed at wildfire mitigation, outage reduction and more flexible home and grid electrification. Together, these alliances and product advances highlight Itron’s role in unifying real-time grid data, AI and distributed intelligence to help utilities manage rising...
NYSE:PBH
NYSE:PBHPharmaceuticals

How Mixed Q3 Results, Buybacks and Pillar5 Deal At Prestige (PBH) Have Changed Its Investment Story

In early February 2026, Prestige Consumer Healthcare reported third-quarter fiscal 2026 results showing lower sales and earnings, narrowed full-year revenue guidance to about US$1.10 billion, and detailed continued share repurchases and the recent Pillar5 acquisition amid supply constraints in its Clear Eyes brand. The company highlighted strong free cash flow, reduced leverage, and the flexibility to fund brand investment, selective M&A, and sizeable buybacks at the same time. With recent...
NasdaqCM:DNTH
NasdaqCM:DNTHBiotechs

How Investors Are Reacting To Dianthus Therapeutics (DNTH) US$600 Million Universal Shelf Registration

Dianthus Therapeutics, Inc. recently filed a universal shelf registration of up to US$600 million, covering common and preferred stock, debt securities, warrants and units, while also participating in the Guggenheim Emerging Outlook: Biotech Summit 2026 through a CEO fireside chat and investor meetings. This broad financing framework gives the clinical-stage biotech considerable flexibility in how and when it may access capital across different security types. Next, we will examine how the...
NYSE:ZTO
NYSE:ZTOLogistics

ZTO Express (ZTO) Is Up 8.9% After Funding Buybacks With Low-Coupon Convertibles - Has The Bull Case Changed?

In early February 2026, ZTO Express (Cayman) Inc. issued 2025 guidance calling for higher revenues but lower gross profit versus 2024, and completed a US$1.50 billion callable, convertible senior unsecured bond offering due 2031 priced at par with a 0.925% fixed coupon. The combination of rising parcel volumes, thinner margins, and using low-coupon convertible debt to fund refinancing, capped calls, and share repurchases adds a complex layer to how investors may assess ZTO’s capital...
NasdaqGS:GNTX
NasdaqGS:GNTXAuto Components

What Gentex (GNTX)'s Strong Q4 Results, Guidance and Buybacks Mean For Shareholders

Gentex Corporation recently reported fourth-quarter 2025 results, with sales rising to US$644.4 million and net income increasing to US$92.96 million, alongside higher earnings per share than a year earlier. The company also issued multi-year revenue guidance through 2027 and completed a US$99.08 million share repurchase, underscoring management’s confidence in its operating outlook and capital allocation approach. We’ll now examine how Gentex’s upbeat multi-year revenue guidance shapes its...
NYSE:YUMC
NYSE:YUMCHospitality

Yum China Holdings (YUMC) Is Up 14.6% After Strong Q4 Results And Faster Store Expansion - Has The Bull Case Changed?

Yum China Holdings reported past fourth-quarter 2025 results showing higher sales of US$2,627 million and revenue of US$2,823 million, with net income rising to US$140 million, alongside a 21% dividend increase and continued share repurchases. The company also added 1,706 net new stores in 2025, bringing its network to 18,101 locations and highlighting rapid nationwide scale-up in China’s restaurant market. Against this backdrop, we’ll explore how Yum China’s accelerated store expansion...
NasdaqGS:GTM
NasdaqGS:GTMInteractive Media and Services

Is ZoomInfo (GTM) Rewriting Its Strategic Playbook With Schuck’s Massive Performance-Based Option Grant?

Earlier this week, ZoomInfo Technologies (NASDAQ: GTM) reported earnings after previously outperforming revenue expectations and guiding earnings per share ahead of analyst forecasts, while the board granted CEO Henry Schuck a one-time, performance-based option award on 9.7 million shares tied to ambitious targets. This unusually large, performance-linked grant has drawn attention to potential changes in ZoomInfo’s business direction, including sharper execution priorities or the possibility...
NYSE:ENR
NYSE:ENRHousehold Products

Should Energizer’s Reaffirmed 2026 Outlook and Ongoing Capital Returns Require Action From Energizer Holdings (ENR) Investors?

Energizer Holdings, Inc. recently reaffirmed its second-quarter and full-year 2026 guidance, expecting a 4% to 5% organic net sales decline in the quarter but flat to slightly higher organic net sales across its Batteries and Lights and Auto Care segments for the full year, while its Board declared a US$0.30 per-share dividend payable in March 2026. Despite margin pressures from tariffs and operational inefficiencies, Energizer exceeded adjusted earnings expectations, generated strong cash...
NasdaqGM:CRVS
NasdaqGM:CRVSBiotechs

Corvus Pharmaceuticals (CRVS) Valuation Check After A Sharp Biotech Share Price Surge

Market context and recent performance Corvus Pharmaceuticals (CRVS) has drawn investor attention after a sharp share price move, with the stock up 7.35% in the latest session and posting significant gains over the past month. See our latest analysis for Corvus Pharmaceuticals. The latest move sits within a very strong run, with a 30 day share price return of 201.33% and year to date share price return of 179.51%. The 1 year total shareholder return of 306.76% and very large 3 year total...
NYSE:UGI
NYSE:UGIGas Utilities

UGI (UGI) Valuation Check After EBIT Growth LPG Portfolio Rationalization And Moody’s Outlook Upgrade

UGI (UGI) is back in focus after reporting first quarter results that included a 5% year over year EBIT increase, the completion of its LPG portfolio rationalization, and a Moody’s outlook upgrade for AmeriGas. See our latest analysis for UGI. Despite the recent EBIT progress and LPG portfolio clean up, UGI’s share price has been under some pressure in the short term, with a 1 day share price return of a 2% decline and a 7 day share price return of a 7.6% decline, while the 90 day share price...
NasdaqGS:NEOG
NasdaqGS:NEOGMedical Equipment

Does Neogen’s Vet HYCOAT Recall Reveal Deeper Quality-Control Risks For Its Growth Story (NEOG)?

Neogen Corporation recently initiated a voluntary recall of all in-date lots of its Vet HYCOAT Hyaluronate Sodium Sterile Solution for animals, after microbial contamination was detected in certain 10 mL/50 mg vials and adverse events were reported in horses when used off-label as intraarticular injections. Although no adverse events have been reported when HYCOAT is used as labeled for topical wound management, the company has extended the recall to additional lot sizes and is working with...
NasdaqGM:NRIX
NasdaqGM:NRIXBiotechs

Assessing Nurix Therapeutics (NRIX) Valuation After Revenue Growth Wider Loss And New Shelf Registration

Nurix Therapeutics (NRIX) is in focus after reporting full year 2025 earnings that paired revenue of US$83.98 million with a wider net loss of US$264.46 million, alongside a new US$98.8 million shelf registration. See our latest analysis for Nurix Therapeutics. The latest earnings release and shelf registration have arrived after a volatile stretch, with a 31.03% 90 day share price return contrasting with a 12.69% 30 day decline and a 6.44% 1 year total shareholder return fall. This suggests...
NasdaqGS:TBBK
NasdaqGS:TBBKBanks

Should Higher Credit Charge-Offs and New 2026 EPS Guidance Require Action From Bancorp (TBBK) Investors?

The Bancorp, Inc. recently reported full-year 2025 results, with net interest income of US$375.51 million, net income of US$228.21 million, and diluted EPS from continuing operations of US$4.92, alongside materially higher fourth-quarter net charge-offs of US$39.21 million versus US$18.81 million a year earlier. At the same time, the company initiated 2026 earnings guidance of US$5.90 EPS, targeted at least US$1.75 EPS for fourth-quarter 2026, and completed a US$149.99 million buyback of...
NasdaqGM:ALVO
NasdaqGM:ALVOBiotechs

Are Expanded Sandoz Biosimilar Deals Quietly Reframing Alvotech’s Partnership Strategy and Scale Ambitions (ALVO)?

Alvotech recently reported positive top-line results from a pharmacokinetic study for AVT80, its subcutaneous biosimilar candidate to Entyvio, and also finalized new global patent settlements and commercial entry timelines for its aflibercept biosimilar AVT06. In parallel, Alvotech entered expanded supply and commercialization agreements with Sandoz across Canada, Australia and New Zealand, signalling a broader role as a development and manufacturing partner for multiple biosimilars. We’ll...
NYSE:YELP
NYSE:YELPInteractive Media and Services

Assessing Yelp (YELP) Valuation After Prolonged Share Price Weakness

What Yelp’s Recent Share Performance Tells Investors Yelp (YELP) is drawing attention after a period of weak share performance, with the stock showing negative returns over the past week, month, past 3 months, year, and on a 3 and 5 year basis. See our latest analysis for Yelp. At the latest share price of $24.42, Yelp’s 7 day share price return of a 10.88% decline and year to date share price return of a 19.14% decline sit alongside a 1 year total shareholder return of a 38.43% loss. This...
NYSE:CCI
NYSE:CCISpecialized REITs

Will Crown Castle’s (CCI) Fiber Exit and Capital Return Plan Change Its Investment Narrative?

Crown Castle Inc. reported past fourth-quarter 2025 revenue of US$1,072 million and full-year 2025 revenue of US$4,264 million, alongside a swing from a very large prior-year net loss to net income of US$444 million, while outlining plans to sell its fiber and small cell businesses and cut about 20% of its workforce. An interesting wrinkle for investors is that Crown Castle paired this restructuring with plans to maintain its US$4.25 annual dividend, authorize US$1 billion in share...
NYSE:LPX
NYSE:LPXForestry

A Look At Louisiana-Pacific (LPX) Valuation After Board And Leadership Changes

Leadership transition and what it may mean for investors Louisiana-Pacific (LPX) has drawn fresh attention after announcing a leadership reshuffle, with F. Nicholas Grasberger III set to become independent Chairperson and CEO-elect Jason P. Ringblom joining the Board as director. This shift in Board roles, alongside the retirement of current Chairperson and CEO W. Bradley Southern, raises questions about how governance, capital allocation and long term priorities could evolve for existing and...
NYSE:CRBG
NYSE:CRBGDiversified Financial

How Corebridge’s Tech and Crypto-Linked Annuity Launch Will Impact Corebridge Financial (CRBG) Investors

In late January 2026, Corebridge Financial introduced the Invesco New Economy Index within its Power Select Index Annuities, offering indexed exposure linked to technology-focused Invesco QQQ ETF and cryptocurrency-focused Invesco Galaxy Bitcoin ETF while maintaining principal protection features. This move blends traditional index annuity benefits with access to innovative themes such as cloud computing and bitcoin, potentially repositioning Corebridge in the retirement-income solutions...
NasdaqGS:QURE
NasdaqGS:QUREBiotechs

How Early AMT-191 Gene Therapy Signals Will Impact uniQure (QURE) Investors

uniQure N.V. recently reported updated preliminary safety and exploratory efficacy data from 11 patients in its ongoing Phase I/IIa trial of AMT-191, an investigational AAV gene therapy for Fabry disease, showing elevated α-galactosidase A activity across all three dose cohorts and a manageable safety profile. An interesting early signal is that several participants have been able to discontinue enzyme replacement therapy, hinting at the potential real-world impact of a one-time gene therapy...
NYSE:USFD
NYSE:USFDConsumer Retailing

A Look At US Foods (USFD) Valuation As Optimism Builds Around Upcoming Earnings And Margin Initiatives

Heightened optimism around upcoming earnings has pulled US Foods Holding (USFD) into focus as investors weigh expectations for higher revenue, a possible earnings beat, and management’s margin and network improvement efforts. See our latest analysis for US Foods Holding. Those expectations are coming on the back of strong momentum, with the share price at $90.33 and recent share price returns of 8.02% over 7 days, 19.50% over 30 days, and 24.94% over 90 days. The 1 year total shareholder...