U.S. Electric Utilities Stock News

Applied Digital (APLD) has quietly become one of the bigger AI-infrastructure stories in the market, with the stock up almost 200% this year despite a sharp pullback this week. See our latest analysis for Applied Digital. The 1 year total shareholder return of 129.57% and year to date share price return of 194.62% show that, even after this week’s 17.52% one day share price drop and 28.43% 7 day share price decline, longer term momentum is still very much intact. The 90 day share price return...

QXO (QXO) is back in the spotlight after Brad Jacobs said he will step down from his chairman roles at XPO and GXO to focus fully on scaling QXO into a major building products distributor. See our latest analysis for QXO. Despite a modest 1 day share price dip and recent choppiness in roofing demand, QXO’s 1 month share price return of 21.91 percent and 1 year total shareholder return of 25.65 percent suggest momentum is building as investors buy into Jacobs strategic pivot. If this kind of...

ResMed (RMD) just secured FDA clearance for its AI driven Smart Comfort feature, a personalized CPAP comfort system built on over 100 million nights of sleep data, and investors are weighing what this means for long term growth. See our latest analysis for ResMed. ResMed’s latest Smart Comfort milestone lands while the stock trades at $253.07 and posts a resilient year to date share price return of 10.76 percent alongside a three year total shareholder return of 24.42 percent, suggesting...

Darden Restaurants (DRI) is back on investors radar after topping expectations again, with steady same store sales growth above 3% and double digit earnings gains supporting a calm and upbeat tone ahead of its next report. See our latest analysis for Darden Restaurants. The stock has quietly regained some momentum, with a 1 month share price return of 7.25% after a tougher 3 month patch, while a 1 year total shareholder return of 14.63% shows longer term holders still comfortably ahead. If...

Considering whether XPeng remains a smart way to gain exposure to the EV story, or whether the recent run makes it too risky at today's price. The stock is down 7.5% over the last week and 24.1% over the last month, but it is still up 64.4% year to date and 53.3% over the last year, reminding investors how quickly sentiment around this name can swing. Recent headlines have focused on XPeng’s push to scale its smart EV lineup and deepen technology partnerships, as it tries to stand out in an...

Earlier this month, Deutsche Bank downgraded Freshpet from Buy to Hold, citing consumer packaged goods sector volatility and concerns about 2026 profitability and efficiency, while Freshpet’s board approved a 2025 retention grant of Restricted Stock Units for COO Nicola Baty to offset reduced valuation of her initial equity package. Together, the cautious analyst stance and targeted leadership retention plan highlight how Freshpet is balancing sector headwinds with efforts to keep management...

Costco Wholesale (COST) has slipped about 4% over the past month and 7% in the past 3 months, a cooling period that has some long term holders double checking what they actually own here. See our latest analysis for Costco Wholesale. Zooming out, Costco’s 1 year total shareholder return of around negative 10% looks soft next to its triple digit 3 year total shareholder return. This suggests momentum has cooled as investors reassess how much to pay for its steady growth. If Costco’s pause has...

Nucor Corporation has announced that CFO and Executive Vice President Stephen D. Laxton will become President and Chief Operating Officer on January 1, 2026, while the board also approved an increase in the regular quarterly cash dividend to US$0.56 per share payable on February 11, 2026. The leadership transition, coupled with a higher dividend, highlights Nucor’s focus on succession planning and returning more cash to shareholders as it invests in new steel capacity for emerging demand...

On Holding (NYSE:ONON) has been catching traders attention after a strong month, with the stock climbing about 13% even as its year to date performance remains in the red. That divergence sets up an interesting reset in expectations. See our latest analysis for On Holding. That recent 12.7% one-month share price return looks more like a rebound than a breakout, given the share price is still down 13.7% year to date. At the same time, the three-year total shareholder return of 192.5% shows the...

Whether Verizon Communications at around $40.89 is quietly offering value, or the market already fully appreciates this telecom giant, many investors are asking if now is the right time to buy, hold, or move on. Despite some recent choppiness, with the stock down 1.0% over the last week and 0.4% over the last month, Verizon is still up 1.7% year to date and 6.9% over the past year. Its 3 year return of 35.1% and 5 year return of 7.3% may look more mixed depending on your time horizon. Recent...

Fluor Corporation recently announced two major milestones in Canada: securing Teck Resources’ Highland Valley Copper Mine Life Extension contract and completing Train 2 of the LNG Canada project, marking the end of the facility’s first phase. Together, these developments highlight Fluor’s role in large-scale resource and infrastructure projects in British Columbia, spanning long-life copper production and Canada’s first large LNG export facility. Next, we’ll examine how this new Highland...

Linde (LIN) just caught a bid after a wave of analyst commentary converged on the same theme: the growth story still looks intact thanks to a deep project backlog and disciplined capital allocation. See our latest analysis for Linde. The recent 3.21% one day share price gain to about $416 comes after a choppy few months, with a negative 90 day share price return but a still impressive 32.36% total shareholder return over three years. This suggests longer term momentum remains intact even as...

Earlier this month, Broadstone Net Lease held an investor day where it reiterated its plan to rely on build-to-suit development, 2% average rent escalators and its Triboro land site for future growth, while issuing guidance for 2026. An interesting angle is the 550-acre Triboro site, which management framed as having potential for up to US$600.00 million in leased development space or sale proceeds, adding a flexible growth lever to its portfolio story. We’ll now examine how Broadstone’s...

Soleno Therapeutics (SLNO) just received a meaningful vote of confidence from Wolfe Research, which helped push the stock up about 5% as investors reassess earlier safety worries and focus on improving patient uptake and liquidity. See our latest analysis for Soleno Therapeutics. That fresh vote of confidence comes after a steady rebuild in sentiment, with a 1 year to date share price return of 13.76% and a remarkable 3 year total shareholder return of 2710.81%. This suggests momentum is...

Carvana (CVNA) is suddenly back on a lot of screens as it gears up to join the S&P 500 on December 22, capping a long stretch of improving fundamentals and surging sentiment. See our latest analysis for Carvana. That S&P 500 promotion comes on the heels of a powerful run, with a 30 day share price return of 43.16% and year to date share price return of 128.34%. The three year total shareholder return of 10209.50% shows just how dramatically sentiment has swung in Carvana's favor. If Carvana's...

In recent days, The Trade Desk has come under pressure as investors reassessed its position amid intensifying competition from large digital advertising platforms and concerns about how industry changes may affect its long-term growth profile. Despite resilient fundamentals such as high customer retention and ongoing AI and connected TV initiatives, insider share sales and analyst caution have raised fresh questions about how durable its competitive advantages may be. We’ll now examine how...

Viasat, Inc. recently agreed to provide its InRange launch telemetry service for INNOSPACE’s HANBIT-Nano small-satellite mission from Brazil, marking the first commercial use of this continuous, satellite-enabled launch monitoring solution within its HaloNet portfolio. This move highlights how Viasat is extending its space-to-ground communications capabilities into the emerging commercial launch market, potentially broadening its role in near-Earth mission support for both government and...

Earlier this week, CBRE Group gained fresh attention as Keefe, Bruyette & Woods and Barclays upgraded their ratings, citing the company’s diversified real estate services platform, contractual revenue mix, and ongoing technology and acquisition-driven expansion. These endorsements come on the heels of CBRE’s continued push into higher-growth, resilient service lines and recent M&A, including the approximately US$1.20 billion purchase of Pearce Services, LLC to broaden its global...

Earlier this month, Check Point Software Technologies launched its Quantum Firewall Software R82.10, adding 20 new capabilities to help enterprises manage AI-related risks, secure hybrid mesh networks, and streamline Zero Trust across distributed environments, with the software slated for download later in December. By tightly integrating R82.10 with its Infinity platform, open-garden ecosystem of more than 250 integrations, and recently acquired Lakera AI stack, Check Point is positioning...

Pinnacle West Capital’s board recently declared a routine quarterly dividend of US$0.91 per share, payable on March 2, 2026, to shareholders of record on February 2, 2026. Shortly after this dividend decision, KeyBanc’s downgrade of the stock highlighted shifting analyst sentiment around the company’s future risk-reward balance. We’ll now explore how KeyBanc’s downgrade, against a backdrop of robust Arizona demand expectations, could influence Pinnacle West’s investment narrative. These 11...

In recent weeks, IDEXX Laboratories has attracted upbeat coverage from multiple Wall Street firms, including Barclays initiating with an “Overweight” rating, alongside ongoing global expansion of its veterinary and environmental diagnostics offerings. This combination of analyst confidence and widening exposure to long-term demand drivers in animal health and water quality testing highlights how IDEXX’s business model is increasingly anchored in recurring, diagnostics-led revenue...

Mondelez International (MDLZ) has been sliding quietly, with the stock down about 5% over the past month and roughly 9% this year, even as revenue and earnings continue to grow. See our latest analysis for Mondelez International. Zooming out, the stock’s recent 30 day share price return of around negative 5 percent and its roughly negative 9 percent year to date share price return suggest momentum has clearly cooled. This helps explain why the 1 year total shareholder return is now also...

Balchem Corporation recently declared an annual dividend of US$0.96 per share, payable on January 20, 2026, marking a 10.3% increase over last year, and simultaneously authorized a new share repurchase program for up to 4,000,000 shares with no set expiration after letting a prior plan expire on December 9, 2025. Coming alongside record quarterly sales and fresh capacity expansion plans in microencapsulated food ingredients and nutraceuticals, these higher cash returns to shareholders...

On 1 December 2025, Octave Bioscience announced a collaboration with Quest Diagnostics to offer Octave’s Multiple Sclerosis Disease Activity blood test through Quest’s network of 7,000 US collection sites, giving nationwide access to the first clinically validated multi-analyte MS disease activity score. This agreement also grants Quest first rights to provide specimen collection for Octave’s future multiple sclerosis and Parkinson’s tests, strengthening Quest’s role in specialized neurology...