U.S. Electric Utilities Stock News

In recent days, SM Energy reported that analysts have turned more constructive on the company’s measured production growth, focus on debt reduction, and targeted shareholder returns, even as forecasts point to lower earnings per share and revenue than a year ago. This shift in analyst sentiment highlights how rising free cash flow yield, improving leverage, and underappreciated drilling inventory are reshaping perceptions of SM Energy’s longer-term prospects. With analysts increasingly...

What Archrock’s Recent Performance Says About The Stock Archrock (AROC) has drawn fresh attention after a recent move in its share price, with the stock closing at $26.41, prompting investors to reassess its recent returns and underlying business profile. See our latest analysis for Archrock. Recent trading has been mixed, with a 1 month share price return of 5.94% alongside a modest 1 day decline. Over a 1 year period, a total shareholder return of 7.55% sits against very large 3 and 5 year...

Kilroy Realty has announced that, during 2025, it executed an additional 300,000 square feet of leases at Kilroy Oyster Point Phase 2, including a 16.5-year agreement with the University of California, San Francisco for about 280,000 square feet and a 20,000 square foot headquarters lease with a genomic sequencing foundry, bringing the project to roughly 44% leased. This long-duration commitment from UCSF, coupled with a life sciences headquarters tenant, underscores growing institutional...

Spire Inc. recently completed a fixed-income offering of US$200,000,000 in 6.375% fixed-rate junior subordinated unsecured notes due March 1, 2086, issued at a slight discount and callable by the company. This long-dated, subordinated structure could influence Spire’s capital mix and financial flexibility, with implications for how investors assess its long-term risk profile. We’ll now consider how issuing US$200,000,000 in junior subordinated unsecured notes may influence Spire’s existing...

In December 2025, Charles Schwab reported that its Schwab Trading Activity Index™ (STAX) eased to 48.48 from 48.75 in November, with clients turning modest net sellers across sectors amid year-end portfolio repositioning. This slight pullback in activity offers a window into how retail investors on Schwab’s platform adjusted risk and sector exposure at the close of the year, providing a fresh data point on client behavior. We’ll now examine how December’s softer STAX reading and year-end...

Saba Capital Management, L.P. recently expanded its position in ASA Gold and Precious Metals Ltd through multiple open-market share purchases, including 8,782 shares on January 2, 2026, and additional blocks of 5,284 and 11,292 shares. With ASA now representing a meaningful portion of Saba Capital Management’s portfolio and insiders recording predominantly buy transactions over the past six months, major shareholders appear to be reinforcing their commitment to the company. We’ll now examine...

In late December 2025, American Airlines reported a very strong quarter with earnings guidance for the following quarter exceeding analysts’ expectations and a clear earnings beat, as CEO Robert Isom highlighted that the team is delivering on its commitments. Soon after, the airline faced FAA airspace restrictions tied to a U.S. military operation in Venezuela, and its rapid response, issuing travel waivers, adding over 20 flights, and deploying larger aircraft to restore Caribbean service,...

Zeta Global Holdings (ZETA) has drawn fresh attention after announcing a collaboration with OpenAI at CES 2026, integrating OpenAI models into its Athena marketing agent and coinciding with sharp swings in the share price. See our latest analysis for Zeta Global Holdings. The OpenAI collaboration and Athena rollout sit on top of a strong run, with the 30 day share price return of 13.75% and a 1 year total shareholder return of 19.2% pointing to momentum that has recently picked up rather than...

Alaska Air Group (ALK) is back in focus after detailing the Kahuʻewai Hawaiʻi Investment Plan, a more than US$600 million, five year commitment at Hawaiian Airlines to upgrade airports, aircraft cabins, technology, and local programs. See our latest analysis for Alaska Air Group. That Hawaiʻi investment plan lands at a time when momentum in Alaska Air Group’s shares has been gently improving, with a 90 day share price return of 5.76% and a 1 year total shareholder return of a 20.68% decline,...

In the past week, Dominion Energy responded to a U.S. Department of the Interior order imposing a 90-day halt on its Coastal Virginia Offshore Wind Project, while also seeking a US$322 million rate increase in South Carolina that would add about US$20 to average monthly residential bills from July. The pause of this flagship offshore wind project, which Dominion argues is essential for meeting surging power demand from military, AI, and civilian systems, highlights how regulatory decisions...

Constellation Brands (STZ) is back in focus after its latest earnings report showed both revenue and earnings per share topping Wall Street forecasts, with beer labels like Modelo and Corona again doing the heavy lifting. See our latest analysis for Constellation Brands. At a share price of $142.51, Constellation Brands has seen a 1-day share price return of 0.95% and a 7-day share price return of 1.70%. However, the 1-year total shareholder return of 33.13% decline suggests momentum has been...

If you are wondering whether Lumen Technologies at around US$7.57 is a bargain or a value trap, you are not alone. This article will focus on what the numbers actually suggest about the stock's value. The share price has had mixed returns, with a 3.2% decline over the last 7 days and an 8.4% decline over 30 days, while the 1 year return sits at 36.4% and the 3 year return at 35.2%, compared with a 5 year return of an 18.5% decline. Recent coverage around Lumen has largely focused on its...

Millrose Properties (MRP) is in focus after recent trading left the stock at a last close of $29.41, with short term returns under pressure and recent fundamentals giving investors more to weigh. See our latest analysis for Millrose Properties. That recent 1 day share price return of 1.41% and 30 day share price return of 7.25%, alongside a 90 day share price return of 10.03% and year to date share price return of 1.41%, points to momentum that has been fading rather than building. This may...

Ulta Beauty (ULTA) is expanding its assortment by rolling out Selena Gomez’s Rare Beauty line across all 1,500+ stores and online starting February 1, paired with a limited-time donation program supporting youth mental health initiatives. See our latest analysis for Ulta Beauty. For context, Ulta Beauty’s share price has been firming, with a 90 day share price return of 11.55% and a 1 year total shareholder return of 47.37%. This suggests momentum has been building alongside initiatives like...

Short term move and recent performance context With no single headline event driving trading, Lincoln National (LNC) has still drawn attention after a 2.8% one day move, along with gains over the past week, month, and past 3 months. See our latest analysis for Lincoln National. The recent 1 day share price return of 2.75% at a latest share price of US$46.25 sits within a stronger trend, with a 30 day share price return of 8.21%, a 90 day share price return of 15.97%, and a 1 year total...

Raymond James’ upgrade of Estée Lauder Companies (EL) to Strong Buy puts fresh attention on the company’s turnaround story, with the firm highlighting better U.S. market share trends and recovering category growth in China. See our latest analysis for Estée Lauder Companies. The upgrade comes after a period where the 90-day share price return of 12.95% suggests improving momentum, while the 1-year total shareholder return of 48.40% contrasts with weak 3 and 5 year total shareholder returns,...

Western Union stock: what recent returns might be telling investors Without a single headline event driving attention, Western Union (WU) has drawn interest after a stretch of mixed share performance, with modest recent gains contrasting with weaker multi year total returns. See our latest analysis for Western Union. Western Union’s recent share price return of 16.56% over 90 days and 4.31% over 30 days at a share price of $9.43 contrasts with a much weaker 5 year total shareholder return...

If you are wondering whether Booz Allen Hamilton Holding's share price reflects its underlying value, you are not alone. This article focuses on exactly that question. The stock last closed at US$89.34, with returns of 4.9% over 7 days, 1.5% over 30 days, 5.2% year to date, a 29.4% decline over 1 year and a 3.1% decline over 3 years, while the 5 year return sits at 5.4%. Recently, investors have been paying closer attention to Booz Allen Hamilton Holding as broader coverage has highlighted...

In recent days, Micron Technology reported record revenue and margin expansion as AI-driven demand for high-bandwidth memory and DRAM collided with global supply shortages, leaving its 2026 HBM capacity fully booked. This surge has positioned Micron as a central beneficiary of what many analysts describe as a multi‑year AI-related memory supercycle, reshaping expectations for its earnings power and capital spending. We'll now examine how Micron's fully booked 2026 high-bandwidth memory...

In early January 2026, MercadoLibre drew attention after geopolitical changes in Venezuela sparked speculation that the company could expand more fully into one of South America’s largest underdeveloped e-commerce and fintech markets. Investors are now weighing whether access to Venezuela’s sizeable population and potential demand for digital payments and logistics could materially enhance MercadoLibre’s long-term regional footprint and growth options. Next, we’ll examine how this potential...

In recent months, Arista Networks has seen demand for its high-speed, AI-focused networking gear surge, while CEO Jayshree Ullal sold close to US$1.00 billion of stock through pre-arranged trading plans as her net worth exceeded US$6.00 billion. At the same time, Arista has strengthened its role as an AI and cloud networking backbone provider, securing new hyperscale design wins and drawing broadly positive analyst views supported by solid revenue growth, strong margins, and substantial cash...

W. R. Berkley Corporation recently elevated Lee Iannarone to executive vice president and appointed Stephen Kennedy as senior vice president and general counsel, with both leadership changes effective January 2, 2026, following their prior legal and compliance-focused roles within the company. By moving two experienced in-house legal leaders into broader executive and governance positions, W. R. Berkley is reinforcing risk oversight and operational control across its insurance and...

Eos Energy Enterprises recently secured a US$303.5 million U.S. Department of Energy loan guarantee to expand its zinc-based battery manufacturing capacity in Pennsylvania toward an 8 GWh annual target by 2027, alongside appointing Joseph Nigro as non-executive chair. This combination of federal backing, leadership change, and intensified options and short-interest activity has sharpened attention on Eos’s role in long-duration energy storage and its ability to scale production. We’ll now...

Why Resideo’s guidance shift matters for investors Resideo Technologies (REZI) issued the largest full year guidance raise in its peer group after a slower third quarter, where revenue slightly missed expectations and adjusted operating income and EBITDA came in below estimates. See our latest analysis for Resideo Technologies. The guidance raise comes after a mixed few months for the stock, with a 7.13% 1 month share price return and a 90 day share price decline of 14.66%. Even so, the 1...