U.S. Electric Utilities Stock News

NasdaqGS:GLXY
NasdaqGS:GLXYCapital Markets

Galaxy Digital Buyback And AI Pivot Contrast With Recent Share Weakness

Galaxy Digital (NasdaqGS:GLXY) has launched a $200 million share repurchase program. The company is expanding into AI data infrastructure, centered on its Helios facility in Texas. These moves come after a period of earnings challenges and recent share price volatility. Galaxy Digital, trading at about $19.76, has had a mixed run, with the stock up 5.2% over the past year but showing a 30.1% decline over the past week and a 22.5% decline over the past month. Against that backdrop, a $200...
NYSE:MPX
NYSE:MPXLeisure

Marine Products (MPX) Margin Compression To 4.7% Reinforces Bearish Earnings Narrative

Marine Products (MPX) has wrapped up FY 2025 with fourth quarter revenue of US$64.6 million and basic EPS of US$0.07, alongside trailing twelve month revenue of US$244.4 million and EPS of US$0.33 that sit against a five year annualized earnings decline of 9.1%. The company has seen quarterly revenue range from US$53.1 million to US$67.7 million through 2025, with basic EPS between US$0.06 and US$0.12. Net profit margin over the last 12 months sits at 4.7% compared with 7.5% in the prior...
NYSE:STE
NYSE:STEMedical Equipment

A Look At STERIS (STE) Valuation As Share Price Momentum Shows Signs Of Cooling

Short term performance context STERIS (STE) has seen mixed share price moves recently, with a 3.4% gain over the past day contrasting with declines over the past week, month, and past 3 months. This sets up a closer look at the business. See our latest analysis for STERIS. Zooming out, STERIS has a 1 year total shareholder return of 14.09% and a 5 year total shareholder return of 44.34%. Recent share price returns suggest momentum has cooled compared with the longer term trend. If this kind...
NasdaqGS:ULCC
NasdaqGS:ULCCAirlines

Is Frontier (ULCC) Becoming an Aircraft Trader Rather Than an Airline – and What That Means?

Recent commentary on Frontier Group Holdings highlights that, since the pandemic, Frontier’s airline operations have remained structurally unprofitable and increasingly reliant on aircraft order book monetization and sale-leaseback deals for liquidity, raising questions about its long-term business model as of early 2026. Analysts now view the carrier’s true economic engine as its aircraft trading activity rather than its core flying business, prompting growing concern about fragile...
NYSE:CAT
NYSE:CATMachinery

Assessing Caterpillar (CAT) Valuation After AI Power Deals And Record Sales Fuel Fresh Highs

Why Caterpillar’s AI power push is drawing fresh attention Caterpillar (CAT) is back in the spotlight after record annual sales, an all time high order backlog and new AI linked power projects, with the stock recently reaching record levels and lifting the Dow. See our latest analysis for Caterpillar. Caterpillar’s recent 7.06% 1 day share price return, alongside a 21.74% 30 day share price return and a 102.32% 1 year total shareholder return, suggests momentum has been building as investors...
NYSE:ACHR
NYSE:ACHRAerospace & Defense

The Bull Case For Archer Aviation (ACHR) Could Change Following Serbia EXPO 2027 Air Taxi Partnership

In January 2026, Archer Aviation announced a partnership with the Government of Serbia, which named Archer its preferred eVTOL partner and secured options for up to 25 Midnight aircraft while selecting the company as official air taxi provider for EXPO 2027 Belgrade. This agreement positions Serbia as a European hub for Archer’s electric air taxi operations, offering a high-profile platform to showcase its technology to international audiences. We’ll now examine how becoming Serbia’s...
NYSE:SIG
NYSE:SIGSpecialty Retail

U.S. India Tariff Cut Puts Focus On Signet Jewelers Margins And Valuation

The U.S. and India have agreed to reduce tariffs on Indian imports into the U.S. This tariff change is expected to affect companies that source inventory from India, including Signet Jewelers (NYSE:SIG). The agreement is seen as directly relevant to Signet’s cost of goods and overall profitability profile. Signet Jewelers, which operates well known jewelry retail banners in the U.S. and abroad, sources a significant portion of its inventory from India. For a business that depends heavily on...
NasdaqGS:CHKP
NasdaqGS:CHKPSoftware

Is Check Point Software Technologies (CHKP) Fairly Priced After Recent Share Price Weakness

If you are wondering whether Check Point Software Technologies is fairly priced or offering value right now, it helps to start with how the market has been treating the stock over different timeframes. The share price last closed at US$180.91, with a 0.8% return over the past 7 days, a 4.6% decline over 30 days, and returns of 0.1% decline year to date, 14.8% decline over 1 year, 42.3% over 3 years, and 49.9% over 5 years. These mixed returns sit against a backdrop of ongoing investor focus...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

SoFi Technologies (SOFI) Is Down 8.5% After Mixed Q4 Results And New Blockchain Push – Has The Bull Case Changed?

In late January 2026, SoFi Technologies reported fourth-quarter 2025 results showing net income of US$173.55 million, down from US$332.47 million a year earlier, alongside its first-ever quarter with revenue above US$1 billion and a membership base reaching 13.7 million. Amid this financial momentum, SoFi is pushing into blockchain and cryptocurrency services, including secured lending backed by crypto, institutional trading, and a planned stablecoin and global payments offering. We’ll now...
NasdaqGS:EFSC
NasdaqGS:EFSCBanks

Is Stronger Q4 Earnings And Capital Returns Altering The Investment Case For Enterprise Financial Services (EFSC)?

Enterprise Financial Services Corp. reported higher fourth-quarter 2025 net interest income of US$168.17 million and net income of US$54.79 million, alongside increased earnings per share versus a year earlier, and its board declared cash dividends on both common and Series A preferred shares plus an update on share repurchases completed since 2022. An interesting angle is how the combination of earnings growth, a US$0.33 per common share dividend, and continued buybacks underscores the...
NasdaqCM:VRRM
NasdaqCM:VRRMProfessional Services

Should New Toll Deal and US Grant Limits on Speed Cameras Require Action From Verra Mobility (VRRM) Investors?

In late January 2026, Verra Mobility announced a partnership with Italy’s Locauto Group to provide electronic toll payment solutions across more than 100 rental locations, while the U.S. Department of Transportation issued updated guidance limiting federal safety grants for speed cameras outside school or work zones, affecting its Government Solutions business. Together with Verra Mobility’s continued recognition as a GovTech 100 Company for 2026, these developments highlight both growing...
NasdaqGS:PWP
NasdaqGS:PWPCapital Markets

Perella Weinberg Partners (PWP) Profitability Turn Faces Rich 43.7x P/E Narrative Test

Perella Weinberg Partners (PWP) closed FY 2025 with fourth quarter revenue of US$219.2 million and basic EPS of US$0.14, alongside net income of US$9.4 million, putting hard numbers around its recent turn into profitability over the last 12 months. The firm has seen quarterly revenue move from US$211.8 million in Q1 2025 to US$164.6 million in Q3 2025 and then to US$219.2 million in Q4 2025. Basic EPS over the same period ran from US$0.28 to US$0.09 and then US$0.14, setting up a picture of a...
NYSE:VST
NYSE:VSTRenewable Energy

Assessing Vistra (VST) Valuation After Nuclear Contracts, Gas Expansion And Evolving U.S. Nuclear Policy

Why Vistra Is Back in Focus for Investors Vistra (VST) is back on many watchlists after extending long term power purchase agreements for its nuclear assets, expanding its natural gas footprint, and facing shifting U.S. nuclear policy that coincides with recent share price swings. See our latest analysis for Vistra. Recent news around long term nuclear power purchase agreements, the Cogentrix natural gas acquisition and shifting U.S. nuclear policy has coincided with a 1 day share price...
NYSE:IBM
NYSE:IBMIT

IBM Extends AI Reach From Missile Defense To Enterprise Product Design

IBM (NYSE:IBM) has been awarded a multi billion dollar IDIQ contract by the U.S. Missile Defense Agency to support the SHIELD program with advanced AI and security capabilities. The contract positions IBM as a key technology provider for a major federal defense initiative focused on strengthening national defense systems. IBM is also investing in Anima, an AI powered product design startup, to deepen its role in enterprise AI integration and digital product development. For investors...
NasdaqGS:ODFL
NasdaqGS:ODFLTransportation

Does Old Dominion Freight Line's (ODFL) Rich Payout Amid Softer Freight Demand Reveal Its True Priorities?

Old Dominion Freight Line’s recent fourth-quarter and full-year 2025 results showed lower revenue and net income as softer freight demand reduced LTL tonnage, even as the company continued to emphasize cost control and service quality. Despite these declines, the board approved a 3.6% dividend increase to US$0.29 per share and the company completed a multi-year buyback of 9,892,506 shares for US$1.78 billion, signaling ongoing capital returns to shareholders. We’ll now examine how the...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

CoStar Group (CSGP) Activists Target Homes.com Spend Is Its Capital Allocation Playbook Quietly Shifting?

In late January and early February 2026, activist investors Third Point and D.E. Shaw publicly challenged CoStar Group’s board over governance, capital allocation, and heavy spending on its Homes.com residential platform, urging divestment or drastic cuts and proposing new independent directors. CoStar has responded by engaging with the activists, adding investor-backed directors, forming a capital allocation committee, moderating Homes.com investment plans, and authorizing...
NYSE:DECK
NYSE:DECKLuxury

Is Deckers Outdoor (DECK) Still Attractively Priced After Recent Share Price Volatility

If you are wondering whether Deckers Outdoor is still priced attractively after its run in recent years, this article will walk through what the current share price might be implying about value. The stock trades at US$115.45, with returns of 12.0% over the last 30 days, 8.1% year to date, a 31.4% decline over 1 year, and gains of 67.1% and 114.2% over 3 and 5 years respectively. This gives mixed signals about how the market has viewed its prospects over different time frames. Recent share...
NYSE:F
NYSE:FAuto

Ford EV Reset And Partnerships Reframe Valuation And Risk For Investors

Ford Motor (NYSE:F) recorded a $19.5b write down on its electric vehicle business, reflecting a shift away from fully electric models. The company is cancelling several planned EVs while redirecting capital toward hybrids and conventional gas powered vehicles. Ford is exploring cost sharing partnerships with Geely and has launched a new battery energy storage unit as part of its revised plan. For investors watching NYSE:F, this reset comes with the stock recently closing at $13.8. Over the...
NYSE:UNM
NYSE:UNMInsurance

Unum Group Q4 Margin Compression Challenges Bullish Earnings Growth Narratives

Unum Group (UNM) has just wrapped up FY 2025 with Q4 revenue of US$3.2b and basic EPS of US$1.04, alongside net income of US$174.1m, setting the tone for a year where trailing 12 month revenue reached US$13.1b and EPS came in at US$4.28. Over recent quarters, revenue has held in a tight band between US$3.1b and US$3.4b while quarterly EPS has ranged from US$0.23 to US$1.93, giving investors a clear view of how earnings have tracked against a relatively steady top line. With the trailing net...
NYSE:HTGC
NYSE:HTGCCapital Markets

Evaluating Hercules Capital’s Valuation After Its $300 Million Bond Offering

What Hercules Capital’s new bond deal means for stock investors Hercules Capital (HTGC) has just completed a $300 million fixed income offering, issuing 5.350% unsubordinated unsecured notes due February 10, 2029. At the same time, its stock continues to reflect cautious investor sentiment. See our latest analysis for Hercules Capital. The new bond deal lands at a time when Hercules Capital’s share price has lost momentum, with a 7 day share price return of 11.22% and a 30 day share price...
NYSE:THR
NYSE:THRElectrical

Thermon Group Holdings Q3 Margin Strength Reinforces Bullish Narratives On Profitability

Thermon Group Holdings (THR) has put up a solid Q3 2026 print, with revenue of US$147.3 million, basic EPS of US$0.56 and net income of US$18.3 million setting the tone for its latest update. The company has seen quarterly revenue move from US$114.6 million in Q2 2025 to US$134.4 million in Q3 2025 and then to US$147.3 million in Q3 2026, while EPS tracked from US$0.28 to US$0.55 and now US$0.56, which gives you a clear sense of how the top and bottom line have been scaling together. With...
NYSE:GEL
NYSE:GELOil and Gas

How Genesis Energy’s Offshore Pivot and Deleveraging Drive a New Cash-Flow Playbook for GEL Investors

Genesis Energy, L.P. has been reshaping its business since divesting its soda ash operations in Q2 2025 and completing a heavy offshore pipeline capital spending phase, refocusing on its core midstream assets. This shift toward long-term, high-utilization offshore pipeline contracts, alongside management’s emphasis on reducing debt and preferred equity, marks a meaningful change in how the partnership intends to generate and allocate cash over time. Next, we’ll examine how Genesis Energy’s...
NYSE:DKL
NYSE:DKLOil and Gas

Assessing Delek Logistics Partners (DKL) Valuation After Its New Quarterly Cash Distribution Announcement

Dividend announcement and key details Delek Logistics Partners (DKL) has declared a fourth quarter 2025 cash distribution of $1.125 per common limited partner unit, or $4.50 on an annualized basis, drawing fresh attention to its income profile. The distribution is scheduled to be paid on February 12, 2026, to unitholders of record as of February 5, 2026. This date also serves as the ex dividend date for the $1.125 cash payout. See our latest analysis for Delek Logistics Partners. The new...
NasdaqGS:CPRT
NasdaqGS:CPRTCommercial Services

Copart’s New US$1.25 Billion Credit Facility Might Change The Case For Investing In CPRT

In January 2026, Copart entered into a new unsecured senior revolving credit agreement led by Wells Fargo, providing a US$1.25 billion facility maturing in 2031, with multicurrency and swingline features, while terminating and fully repaying its prior Bank of America-led credit agreement. The expanded, flexible credit line gives Copart additional financial capacity to fund working capital, capital spending, dividends, share repurchases, acquisitions, and international expansion initiatives...