U.S. Electric Utilities Stock News

Loop Capital recently initiated coverage of QXO Inc, highlighting the Beacon acquisition as a foundation for a multi-year expansion in building products distribution and drawing attention to consolidation prospects across the industry. Analysts including Truist Securities and KeyBanc underscored QXO’s potential for margin improvement and earnings acceleration under CEO Brad Jacobs, even as roofing volumes remain soft. We’ll now explore how this confidence in QXO’s consolidation runway and...

Recent Performance and Why Bruker Is Back on Watchlists Bruker (BRKR) has quietly swung from a weak year to a stronger recent stretch, with the stock up about 8% over the past month and more than 40% in the past 3 months. See our latest analysis for Bruker. That recent 3 month share price return of 40.72% stands in sharp contrast to Bruker’s weaker year to date share price return of negative 23.26%. This suggests momentum is rebuilding as investors reassess its growth and risk profile. If...

Liquidia (LQDA) is back in the spotlight after Yutrepia’s early commercial rollout cleared some high expectations, with prescription demand running ahead of forecasts and institutional investors leaning in with long dated call option positions. See our latest analysis for Liquidia. That excitement is bleeding into the chart too, with Liquidia’s 1 month share price return of 19.04% and 3 month share price return of 24.69% adding to a powerful year to date share price return of 175.87%. At the...

Earlier this month, SoFi Technologies completed a US$1.50 billion follow-on equity offering of 54,545,454 common shares at US$27.50 each, while also rolling out its new SoFi Smart Card with up to 5% cash back on groceries and high-yield savings for new SoFi Plus members. The capital raise strengthens SoFi’s balance sheet just as it launches the Smart Card, a bundled charge, checking, and savings product that could deepen member engagement and support its all-in-one financial platform...

Rapid7 (RPD) just deepened its compliance and security story by teaming up with HITRUST to automate evidence collection and continuous control validation, while also publishing 2026 threat predictions that lean heavily into insider risk and geopolitical cyber fallout. See our latest analysis for Rapid7. Despite these moves to sharpen its compliance and threat story, Rapid7’s recent performance is mixed, with a strong 1 month share price return of 16.5% from $16.35 but a much weaker year to...

Universal Corporation recently entered into a new bank credit agreement, putting in place a US$1.40 billion senior unsecured facility that includes a five-year US$780.00 million revolving credit line and two funded term loans of US$275.00 million and US$345.00 million, replacing its prior US$1.15 billion arrangement. This refinancing increases Universal’s available liquidity and extends its debt maturities, potentially giving the company more room to fund operations and growth initiatives...

Joby Aviation (JOBY) has quietly turned into one of the standout air mobility names this year, with the stock up sharply even after a recent pullback. This has prompted fresh questions about what the market is really pricing in. See our latest analysis for Joby Aviation. Recent gains have cooled with the share price now at $14.85 after a modest pullback, but that comes on top of an 83.56% year to date share price return and a striking 310.22% three year total shareholder return. This suggests...

Rhythm Pharmaceuticals (RYTM) jumped into focus after early Phase 2 data in Prader Willi syndrome showed reductions in body mass index and hunger, prompting management to prepare a Phase 3 registrational trial. See our latest analysis for Rhythm Pharmaceuticals. Those PWS data have landed against a strong backdrop, with the stock still up roughly 89% on a year to date share price basis and a powerful 105% one year total shareholder return. This suggests momentum is building as investors...

CCC Intelligent Solutions Holdings (CCC) just rolled out a fresh $500 million share repurchase plan after finishing a prior $300 million program, which the company has framed as a clear signal of management confidence that could reshape the stock’s risk reward profile. See our latest analysis for CCC Intelligent Solutions Holdings. The new $500 million buyback lands at a time when CCC’s share price has staged a short term rebound, including a 1 day share price return of 6.37 percent to $7.68...

Anticipation around Grand Theft Auto VI is increasingly steering the conversation on Take-Two Interactive Software (TTWO), as investors weigh upbeat booking trends against a choppy earnings history and questions about long term profitability. See our latest analysis for Take-Two Interactive Software. The share price has cooled slightly in recent weeks, but a roughly 32% year to date share price return and a 30% one year total shareholder return suggest momentum is still broadly constructive...

TKO Group Holdings (TKO) just put a spotlight on shareholder returns by declaring a fourth quarter cash dividend of 0.78 dollars per share, part of a roughly 150 million dollars aggregate payout. See our latest analysis for TKO Group Holdings. That dividend comes on top of a strong run, with the share price at 208.42 dollars after a roughly mid double digit year to date share price return and an even stronger one year total shareholder return, as recent FIFA hospitality and Ram partnership...

Tradeweb Markets Inc. reported that, in November 2025, it reached record total trading volume of US$56.80 trillion, with average daily volume up 22.3% year over year, while ION Group announced its Fidessa platform now integrates Tradeweb’s ETF RFQ functionality to streamline electronic workflows. Together with stronger-than-expected third-quarter 2025 results, disciplined cost control, and a renewed LSEG market data contract, these developments highlight Tradeweb’s expanding scale and deeper...

Recent analysis of StoneX Group Inc. highlighted that, over the past five years, the company has posted only modest earnings per share growth while its tangible book value per share expansion has slowed markedly. At the same time, StoneX’s debt-to-equity ratio of about 7.5 times has drawn attention to its balance sheet strength and overall financial risk profile. We’ll now examine how concerns about StoneX’s high leverage shape the company’s investment narrative and what it may mean for...

Camden Property Trust (CPT) just delivered an earnings update that cleared the bar, lifting its full year funds from operations guidance and prompting a fresh round of analyst opinion shifts across the REIT space. See our latest analysis for Camden Property Trust. Those stronger Q3 numbers and the recent dividend affirmation have not yet flipped the trend, with the year to date share price return still negative and the one year total shareholder return also in the red. This suggests sentiment...

GXO Logistics (GXO) just created a new Chief Operating Officer role and tapped industry veteran Bart Beeks to fill it, signaling a clear push to tighten execution as the company scales. See our latest analysis for GXO Logistics. The COO hire comes on the heels of GXO’s inaugural European bond issue and ongoing Wincanton integration, and that combination of strategic moves seems to be supporting a 23.38% year to date share price return and a 25.30% three year total shareholder return. This...

Cirrus Logic recently launched its first AEC-Q100-qualified automotive haptic driver family (CS40L51, CS40L52 and CS40L53), bringing its closed-loop haptics technology from consumer devices into in-cabin automotive interfaces such as displays, steering wheels and smart surfaces. This move extends Cirrus Logic’s mixed-signal and haptics capabilities into the early-stage automotive user-experience market, potentially broadening its addressable end markets beyond core smartphone and PC...

Earlier this month, Evercore Inc. received an Arranging License from Saudi Arabia’s Capital Markets Authority and opened a Riyadh office led by Mohammed Aldekmary to provide independent advisory services in the Kingdom, deepening its Middle East presence that began with its Dubai office in 2017. This move extends Evercore’s footprint into one of the region’s most active capital markets, reinforcing its push into cross‑border advisory work and locally anchored client coverage. Next, we will...

Illumina and MyOme recently announced a collaboration and Illumina investment to support MyOme’s Proactive Health Trial, which will test whether combining whole-genome sequencing with AI-integrated risk models improves outcomes and reduces healthcare costs across common, chronic, cancer, and rare diseases. The partnership highlights how Illumina aims to link its population-scale sequencing capabilities with AI-driven, ancestry-relevant risk assessment tools that could influence how...

Dollar Tree (DLTR) just cleared another earnings hurdle, with third quarter results topping expectations and management doubling down on its multi price strategy, seasonal strength, and a higher income shopper mix. See our latest analysis for Dollar Tree. The earnings beat, refreshed guidance, and ongoing buybacks seem to be resonating, with a roughly 70% year to date share price return and an 85% one year total shareholder return suggesting momentum is clearly building rather than fading. If...

Earlier this month, Tennant reported quarterly revenue down 4% year on year, missing analyst expectations on both sales and earnings, while still lifting its full-year guidance amid a complex market backdrop. This unusual mix of a weak quarter and higher guidance highlights management’s confidence in Tennant’s longer-term plan despite near-term operational headwinds. We’ll now examine how Tennant’s raised full-year guidance, despite the quarterly earnings miss, may reshape its existing...

In recent days, Citigroup upgraded Penumbra from Neutral to Buy, while several other major research firms also reiterated or strengthened their positive views on the company’s prospects. This broad wave of analyst optimism highlights growing confidence in Penumbra’s ability to execute on its clinical, product, and international growth plans. Next, we’ll explore how this stronger analyst conviction may influence Penumbra’s investment narrative built around clinical data, innovation, and...

Ferguson Enterprises recently reported first-quarter 2025 results showing higher sales, earnings and margins, increased its quarterly dividend to US$0.89, completed a US$208.75 million share repurchase tranche, updated full‑year guidance to about 5% net sales growth, and continued expanding through acquisitions such as Moore Supply Company. Together with a multi‑year buyback that has reduced its share count by 27.68 million shares and a 7% dividend increase, these moves highlight Ferguson’s...

Klaviyo, Inc.’s board recently amended its bylaws to permit up to two Chief Executive Officers and appointed longtime director and interim executive Chano Fernández as co-CEO alongside founder Andrew Bialecki, effective January 1, 2026. This leadership shift brings in a seasoned enterprise software operator with deep Workday and AI-platform experience, potentially influencing how Klaviyo scales its CRM and AI product ambitions. We’ll now examine how Fernández’s appointment as co-CEO could...

Why Alamo Group Stock Is Back on Investors Radar Alamo Group (ALG) has quietly delivered steady operational growth, and its recent share move is drawing fresh attention from investors looking for durable industrial names with dependable fundamentals and room for re rating. See our latest analysis for Alamo Group. That recent pop in the share price, with a 7 day share price return of 7.58% and 1 month share price return of 9.17%, is mostly a bounce within a still negative 1 year total...