U.S. Electric Utilities Stock News

Applied Digital (APLD) heads into its Q2 report with fresh momentum, after securing a flexible Macquarie backed loan facility and spinning off its cloud arm to sharpen focus on AI centric data center development. See our latest analysis for Applied Digital. Those deals seem to be resonating, with a 1 day share price return of 14.64 percent and a 7 day share price return of 16.88 percent, while the 1 year total shareholder return above 200 percent suggests momentum is still firmly building...

Neurocrine Biosciences (NBIX) is back in focus after the company reported that its pivotal Phase 3 KINECT DCP trial of valbenazine in dyskinetic cerebral palsy failed to hit primary and key secondary efficacy endpoints. See our latest analysis for Neurocrine Biosciences. The KINECT DCP setback has added pressure to a stock that was already drifting lower in recent weeks, with a 30 day share price return of minus 9.59 percent. However, the roughly flat 90 day share price return and a 1 year...

IREN (NasdaqGS:IREN) just filed a $660.975 million shelf registration for up to 17,500,000 ordinary shares, an event that can reshape future share supply dynamics and investor expectations around its growth plans. See our latest analysis for IREN. The shelf registration lands after a volatile stretch, with the latest 1 day share price return of 13.05 percent partly offsetting a 90 day share price return of minus 26.06 percent. At the same time, the 1 year total shareholder return of 276.54...

Champion Homes (SKY) has quietly outperformed over the past 3 years, even as the stock has slipped about 6% in the past year. This makes its latest pullback interesting for patient investors. See our latest analysis for Champion Homes. The latest pullback sits in contrast to Champion Homes’ strong 3 year total shareholder return of 55.86%, with a solid 90 day share price return of 22.17% suggesting momentum is still building around its growth story and perceived resilience. If this steady...

Omeros Corporation has announced that the FDA previously approved YARTEMLEA (narsoplimab-wuug) for treating hematopoietic stem cell transplant-associated thrombotic microangiopathy, with U.S. launch preparations and dedicated billing codes now in place. This approval gives Omeros its first marketed complement-inhibiting therapy in a rare, high-need indication, supported by a tailored patient assistance program and a long-acting MASP-2 inhibitor emerging from Phase 1 trials. We will now...

Palo Alto Networks (PANW) just kicked off its fiscal year with results that cleared Wall Street’s revenue and EBITDA expectations, even as billings came in soft, and that mix is what investors are parsing now. See our latest analysis for Palo Alto Networks. The market reaction has been cautious, with the 30 day share price return of minus 9.79 percent and 90 day share price return of minus 15.62 percent contrasting with a powerful three year total shareholder return of 166.03 percent. This...

Axsome Therapeutics recently received formal pre-NDA meeting minutes from the FDA supporting a future NDA submission for AXS-12 in narcolepsy-related cataplexy, while the agency also accepted and granted priority review to a supplemental NDA for AXS-05 to treat agitation associated with Alzheimer’s disease with an April 30, 2026 target action date. These regulatory milestones highlight Axsome’s push to broaden its neuroscience franchise into narcolepsy and Alzheimer’s-related agitation,...

Energy Transfer (ET) has quietly lagged the market over the past year, even as its underlying cash flows and earnings have grown. This combination may create an interesting entry point for long term income focused investors. See our latest analysis for Energy Transfer. Despite a softer year, with a 1 year total shareholder return of minus 9.05 percent, Energy Transfer still shows its resilience. The 3 year total shareholder return sits at a hefty 75.28 percent, suggesting long term momentum...

In late 2025, Ulta Beauty launched its “Ulta Beauty Unleashed” initiative to upgrade in-store shopping experiences and accelerate expansion into higher-growth international markets. This program signals a deeper push to turn stores into experiential destinations while using global expansion to diversify where future sales come from. We’ll now examine how Ulta Beauty Unleashed’s emphasis on elevated in-store experiences could reshape Ulta Beauty’s existing investment narrative. We've found 14...

Royal Caribbean Cruises (RCL) has quietly moved higher, with the stock up about 10% over the past month despite a roughly 11% pullback in the past 3 months. See our latest analysis for Royal Caribbean Cruises. That recent 1 month share price return of almost 10% looks more like a pause in a much bigger move. With a 1 year total shareholder return of 25% and a remarkable 3 year total shareholder return above 400%, long term momentum still appears firmly intact. If this kind of sustained...

In recent days, Meta Platforms has moved to acquire AI agent startup Manus for over US$2.00 billion, while ramping AI-driven engagement and advertising tools across Facebook, Instagram, WhatsApp, and Threads, and trimming metaverse spending plans for next year. This combination of a fast-growing AI acquisition, rising AI-enhanced ad performance, and gradual monetization of WhatsApp and Threads is reshaping how Meta converts its massive user base into revenue. We’ll now examine how the Manus...

In December 2025, Technip Energies announced it had issued Baker Hughes a Full Notice To Proceed to supply six LM9000-based refrigerant turbo compressor trains and related liquefaction equipment for Commonwealth LNG’s planned 9.5 million tonnes per annum export facility in Cameron, Louisiana. This major LNG equipment award reinforces Baker Hughes’ role in lower-carbon gas infrastructure and adds to the visibility of its energy technology backlog. We’ll now explore how securing this large...

Recently, Analog Devices drew increased attention as Truist Securities reiterated its Hold view on the stock while lifting its valuation outlook, alongside a stock sale of 5,000 shares by Senior Vice President Martin Cotter who continues to hold a sizeable stake. At the same time, investors have been watching for the company’s now-reported quarterly results, previously forecast to show very large year-over-year EPS growth, reinforcing optimism about its operational momentum. We’ll now...

Rivian Automotive (RIVN) has quietly ground higher, with shares up about 44% over the past 3 months, even as the stock slipped recently and set up a fresh debate on valuation and execution. See our latest analysis for Rivian Automotive. Even after the recent pullback, Rivian’s 43.78% 3 month share price return and 17.71% 1 year total shareholder return suggest momentum is rebuilding as investors reassess both growth prospects and execution risk at a share price of $19.41. If Rivian’s move has...

CACI International Inc. recently announced it had secured a five-year task order worth up to US$212 million to modernize and unify software-defined base area networks across 14 U.S. Space Force installations under the USAF BIM contract vehicle. This win highlights CACI’s role in mission-critical network modernization for national security, reinforcing its position in high-value, software-defined infrastructure work for defense customers. We’ll now explore how this multi-year Space Force...

Iridium Communications (IRDM) edged about 2% higher after SpaceX’s Starlink said it will lower its satellite orbits to cut collision and debris risks, a move that investors see as improving safety for the entire satellite ecosystem. See our latest analysis for Iridium Communications. That safety boost narrative comes against a tougher backdrop, with Iridium’s 1 year total shareholder return down 39.4% while the 90 day share price return of negative 11.29% suggests that momentum is still under...

Himax Technologies recently announced it will showcase its broad portfolio of ultralow power WiseEye AI, automotive display ICs, and next-generation Front-lit LCoS microdisplays at CES 2026 in Las Vegas, highlighting applications across smart home, security, automotive, AI PCs, AR glasses, and industrial sensing. A particularly interesting angle is Himax’s push into AR wearables and endpoint AI, where its combination of display, optics, and on-device intelligence aims to enable all-day,...

Boyd Gaming recently reported quarterly revenue that exceeded analyst expectations by 15.7%, driven by broad-based strength across all three property operating segments. An important takeaway is management's emphasis on continued capital investment while returning US$175,000,000 to shareholders, all while maintaining what it calls the strongest balance sheet in the company’s history. Next, we’ll examine how this revenue beat and robust balance sheet could influence Boyd Gaming’s existing...

In December 2025, EVA Airways Corporation announced it would purchase four Boeing 787-9 aircraft for up to US$485,000,000 each, with a total consideration capped at US$1.94 billion, following board approval and price negotiations based on market levels. Coming alongside fresh analyst attention on Boeing’s production stability and quality improvements, the EVA Airways order underscores growing confidence in the company’s widebody franchise and operational direction. We’ll now examine how this...

Truist Financial (TFC) has quietly pushed higher, with the stock up about 5% over the past month and nearly 10% in the past 3 months, reflecting improving sentiment around regional banks. See our latest analysis for Truist Financial. That steady climb sits against a much stronger backdrop, with an 18.36% one year total shareholder return and a 27.68% three year total shareholder return suggesting momentum is rebuilding as investors reassess regional bank risks and earnings power. If Truist’s...

In recent weeks, Plug Power has received an analyst upgrade tied to a US$200 million cost-savings program, while announcing new commercial wins including a 5MW GenEco electrolyzer installation at Namibia’s Hydrogen Dune site and a liquid hydrogen supply agreement with NASA’s Glenn Research Center and Neil A. Armstrong Test Facility. Together with the Allied Green Ammonia contract, these moves highlight Plug Power’s push toward vertically integrated green hydrogen projects and higher-margin,...

Zevra Therapeutics recently announced an exclusive expanded access distribution agreement with Ireland-based Uniphar, enabling Niemann-Pick Disease Type C patients in selected territories outside Europe to obtain reimbursed named-patient supply of MIPLYFFA (arimoclomol), which is already approved and commercially available in the US. The deal effectively extends MIPLYFFA’s reach beyond its current US and European early-access footprint, potentially broadening treatment availability for an...

Rigetti Computing (RGTI) is back in focus after fresh commentary from top hedge funds underscored growing skepticism toward pure play quantum stocks, even as the company pushes ahead with ambitious hardware and cloud roadmaps. See our latest analysis for Rigetti Computing. That skepticism is now being reflected in the tape, with Rigetti’s 90 day share price return of minus 43.42 percent and 30 day share price return of minus 16.04 percent signalling fading momentum, even as its 3 year total...

Illinois Tool Works (ITW) has been quietly treading water lately, with the share price roughly flat over the past month and up just over 1% in the past year, despite steady earnings growth. See our latest analysis for Illinois Tool Works. At around $249.5 per share, Illinois Tool Works has seen modest recent moves, with a slightly negative 90 day share price return contrasting with a solid multi year total shareholder return that suggests longer term investors are still being rewarded. If you...