U.S. Electrical Stock News

NYSE:TMHC
NYSE:TMHCConsumer Durables

Taylor Morrison (TMHC) Is Up 5.6% After Strong Margins And Bigger Buybacks - What's Changed

Taylor Morrison Home Corporation recently reported its fourth-quarter and full-year 2025 results, with Q4 revenue of US$2,099.64 million and net income of US$174.02 million, both lower than a year earlier but ahead of analyst expectations on an adjusted basis. The company highlighted resilient demand in move-up and Esplanade resort lifestyle communities, industry-leading 23% home-closing gross margins, and an expanded US$1 billion share repurchase authorization through 2027 alongside plans...
NYSE:NSC
NYSE:NSCTransportation

Norfolk Southern Union Pacific Merger Reshapes Rail Network And Risk Profile

Norfolk Southern (NYSE:NSC) has entered into a merger agreement with Union Pacific to form what is described as America's first transcontinental railroad. The transaction comes while Norfolk Southern continues to face legal proceedings related to the 2023 East Palestine incident. These developments are expected to affect the company's operations, regulatory profile, and position within the North American rail industry. For investors watching Norfolk Southern at a share price of $314.94,...
NasdaqGS:TSCO
NasdaqGS:TSCOSpecialty Retail

Assessing Tractor Supply (TSCO) Valuation After Dividend Hike And Board Appointment

Tractor Supply (TSCO) just paired a 4.3% dividend increase, marking its 17th straight year of growth, with the appointment of former Gap Inc. CEO Sonia Syngal to its board. See our latest analysis for Tractor Supply. The latest governance and dividend moves come after a mixed run in the share price, with a 7.9% 1 month share price return and an 8.3% year-to-date share price return, while the 1 year total shareholder return is slightly negative and longer term 3 and 5 year total shareholder...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Is It Time To Reconsider Rivian (RIVN) After Volkswagen Joint Venture And Recent Price Swings

This article examines whether Rivian Automotive, at around US$17.73, is starting to look like value or whether the share price is still pricing in a lot of hope, by exploring what the current share price might be implying. The stock has been volatile recently, with a 19.8% return over the last 7 days, 6.4% over 30 days, a year-to-date return showing an 8.7% decline, and a 26.4% return over the past year. The 3-year return currently reflects a 12.3% decline. Recent attention on Rivian has...
NasdaqGS:IBRX
NasdaqGS:IBRXBiotechs

Is Chemo‑Free NK Regimen and Global ANKTIVA Push Altering The Investment Case For ImmunityBio (IBRX)?

ImmunityBio recently announced the ResQ215B Phase 2 trial, testing a chemotherapy-free, lymphodepletion-free CD19-targeted NK-cell, ANKTIVA, and rituximab regimen in indolent B‑cell non-Hodgkin lymphoma, while also securing expanded approvals and planned launches for ANKTIVA in multiple international markets. This combination of off-the-shelf cellular therapy with an IL-15 superagonist highlights ImmunityBio’s attempt to differentiate immuno-oncology treatments from conventional CAR-T...
NYSE:IBM
NYSE:IBMIT

Is It Time To Reassess IBM (IBM) After The Recent Share Price Pullback?

If you are wondering whether International Business Machines (NYSE:IBM) still offers fair value after a long run in the share price, this article walks through what the numbers currently suggest. IBM closed at US$262.38, with returns of 2.9% over 1 year, a large gain over 3 years and 181.8% over 5 years. However, the stock has seen a 12.2% decline over 7 days, 14.2% over 30 days and a 10.0% decline year to date. Recent headlines have focused on IBM's ongoing push into software and services,...
NasdaqGS:PPC
NasdaqGS:PPCFood

Is Pilgrim’s Revenue Growth But Flat Earnings Altering The Investment Case For Pilgrim's Pride (PPC)?

Pilgrim's Pride recently reported its fourth-quarter 2025 results, with revenue rising to US$4,517.84 million while net income dropped to US$87.99 million, and full-year sales reaching US$18.50 billion with essentially flat earnings compared with the prior year. The earnings release highlighted strong demand for branded and prepared foods such as Just BARE alongside margin pressure from commodity costs and regional headwinds, underscoring a shift toward higher-value products amid a tougher...
NYSE:WU
NYSE:WUDiversified Financial

Western Union (WU) Valuation Check As Shares Trade Near Modelled Fair Value

Western Union stock snapshot Western Union (WU) has been relatively steady recently, so investors may focus less on a single headline event and more on how its valuation, returns and fundamentals currently line up. See our latest analysis for Western Union. At a share price of US$9.60, Western Union has seen a 7.87% 90 day share price return and a more modest 1.27% 1 year total shareholder return. This suggests recent momentum that contrasts with weaker multi year outcomes. If this trading...
NYSE:AB
NYSE:ABCapital Markets

Did Lower 2025 Earnings and New Payout Terms Just Shift AllianceBernstein's (AB) Investment Narrative?

AllianceBernstein Holding L.P. reported that fourth-quarter 2025 net income fell to US$81.8 million and full-year net income to US$299.84 million versus the prior year, while also declaring a cash distribution of US$0.96 per unit payable on March 12, 2026, to unitholders of record on February 20, 2026. The company’s recent Form 10-K filing points to lower performance-based fees, higher expenses, and ongoing investment in private alternatives and technology as key drivers of its weaker...
NYSE:MC
NYSE:MCCapital Markets

Assessing Moelis (MC) Valuation After Earnings Beat Buyback Launch And Dividend Reaffirmation

Moelis (MC) is back in focus after reporting fourth quarter and full year 2025 earnings that topped market expectations, alongside a new US$300 million buyback authorization and confirmation of its regular US$0.65 quarterly dividend. See our latest analysis for Moelis. Even with the upbeat earnings, buyback activity and reaffirmed dividend, recent share price performance has been mixed. A 14.94% one-month share price decline contrasts with an 8.78% three-month share price gain and a 64.66%...
NasdaqGS:FORM
NasdaqGS:FORMSemiconductor

Has FormFactor (FORM) Run Too Far After 63% Year To Date Share Price Rally

If you are wondering whether FormFactor's share price still reflects fair value after a strong run, you are not alone. This article is here to help you size up the stock through a clear valuation lens. FormFactor's share price closed at US$96.73, with returns of 7.1% over the last week, 23.5% over the last month, 63.4% year to date, 155.9% over 1 year and 206.4% over 3 years. These movements can change how investors think about both upside and risk. Recent attention on FormFactor has been...
NYSE:SJM
NYSE:SJMFood

J M Smucker Reshapes Leadership As Valuation And Execution Come Into Focus

J.M. Smucker (NYSE:SJM) is restructuring its leadership, including removing the Chief Operating Officer role. CEO Mark Smucker is reassuming the President title as part of the new executive setup. Several executives are being promoted, with new roles created to support the company’s transformation plans. The changes include planned retirements and active searches for new leaders in technology and supply chain. J.M. Smucker, the owner of brands across coffee, spreads, snacks and pet food,...
NYSE:TNC
NYSE:TNCMachinery

Board Shakeup and Governance Pact Could Be A Game Changer For Tennant (TNC)

Tennant Company recently added James T. Glerum, Jr. and Patrick Allen to its Board as independent directors, expanding the Board to 11 members, 10 of whom are independent, and entered a cooperation and standstill agreement with shareholder Vision One while committing to propose Board declassification in the 2027 proxy. The appointments bring deep investment banking and aerospace finance experience onto Tennant’s Board and signal a meaningful shift in the company’s corporate governance...
NasdaqGM:CAMT
NasdaqGM:CAMTSemiconductor

Assessing Camtek (CAMT) Valuation After New US$25 Million AI-Focused Hawk Order

AI-driven Hawk order puts fresh attention on Camtek Camtek (NasdaqGM:CAMT) is back in focus after a tier-1 integrated device manufacturer placed a new US$25 million order for Hawk inspection systems for AI applications, bringing cumulative Hawk orders from this customer to US$45 million. See our latest analysis for Camtek. The new Hawk order comes after a sharp rise in Camtek’s share price, with a 68.96% 3‑month share price return and a very large 3‑year total shareholder return. This...
NYSE:LC
NYSE:LCConsumer Finance

Is LendingClub’s (LC) New Loan Mix and Buybacks Quietly Rewriting Its Profit Story?

In early February 2026, LendingClub outlined plans to expand its personal lending franchise, launch home improvement financing, and simplify loan accounting using the fair value option, while also pursuing a US$100,000,000 share repurchase and acquisition program initiated in November 2025. These moves, coupled with medium-term targets for higher loan originations and clearer earnings reporting, signal a push to broaden LendingClub’s business mix and refine how investors assess its...
NYSE:SNAP
NYSE:SNAPInteractive Media and Services

Snap Faces Child Safety Lawsuits As Valuation Signals Potential Upside For Investors

Texas Attorney General sues Snap (NYSE:SNAP) over alleged failures to protect minors and misleading safety claims on Snapchat. Families of children who died after using Snapchat hold rallies outside Snap headquarters, urging major changes to the app. Legal and public pressure focuses on child safety controls, exposure to harmful content, and concerns about platform addictiveness. Snap, the parent company of Snapchat, runs a large social platform centered on disappearing messages, visual...
NasdaqCM:DNTH
NasdaqCM:DNTHBiotechs

Assessing Dianthus Therapeutics (DNTH) Valuation After A Strong Year And Recent Share Price Pullback

Why Dianthus Therapeutics is on investors’ radar today Dianthus Therapeutics (DNTH) has drawn attention recently as investors reassess its clinical stage autoimmune and inflammatory disease pipeline, with a share price around $47.40 and a year to date total return of about 19%. See our latest analysis for Dianthus Therapeutics. The recent pullback, including a 6.6% 7 day share price return and a slight 1 day dip, comes after a stronger run. The 30 day share price return is 7.48%, the 90 day...
NasdaqGS:HALO
NasdaqGS:HALOBiotechs

Halozyme Therapeutics (HALO) Valuation Check As Optimism Builds Before Quarterly Earnings

Halozyme Therapeutics (HALO) is drawing attention ahead of its upcoming quarterly earnings report, as analysts project earnings of $2.15 per share and revenue of $448.62 million, with estimates recently revised higher. See our latest analysis for Halozyme Therapeutics. Halozyme Therapeutics’ share price has climbed 11.56% over the past month and 12.99% year to date to US$79.44, while its 1 year total shareholder return of 36.28% suggests momentum has been building over a longer stretch. If...
NYSE:SW
NYSE:SWPackaging

Smurfit Westrock (SW) Valuation Check After Merger Synergies Targets Gains And New Capital Return Plans

Smurfit Westrock (NYSE:SW) is back in focus after a busy update cycle, combining fourth quarter earnings, a 5% dividend increase, capacity closures in Quebec, and fresh medium term financial targets through 2030. See our latest analysis for Smurfit Westrock. Those announcements landed alongside a sharp shift in market sentiment, with a 90 day share price return of 52% and a 7 day share price return of 16.81% pushing Smurfit Westrock to US$51.56. The 1 year total shareholder return is slightly...
NYSE:BIP
NYSE:BIPIntegrated Utilities

Is Brookfield Infrastructure Partners (NYSE:BIP) Pricing Offer An Opportunity After 24% One-Year Gain

If you are wondering whether Brookfield Infrastructure Partners units are offering good value right now, this article walks through what the current price could mean for long term investors. The stock last closed at US$38.75, with total returns of 1.9% over 7 days, 10.2% over 30 days, 13.0% year to date and 24.3% over 1 year, compared to 29.5% over 3 years and 37.1% over 5 years. Recent attention on Brookfield Infrastructure Partners has focused on how its listed utilities exposure fits into...
NYSE:NVST
NYSE:NVSTMedical Equipment

Should Envista’s Profit Turn, Product Launches and Buybacks Require Action From Envista Holdings (NVST) Investors?

Envista Holdings reported its fourth-quarter and full-year 2025 results in early February 2026, with quarterly sales of US$750.6 million and net income of US$32.9 million, and full-year sales of US$2.72 billion alongside a return to profitability with net income of US$47 million. Alongside these results, Envista highlighted nearly US$100 million in revenue from new product launches, guided to 2%–4% core sales growth for 2026, and completed a buyback of 9.17 million shares, or 5.4% of its...
NYSE:TROX
NYSE:TROXChemicals

Tronox Board Change Highlights Governance And Sustainability Priorities

Tronox Holdings (NYSE:TROX) has announced that Board member Mrs. Lucrece Foufopoulos-De Ridder will not seek re election at the upcoming annual meeting. She cited other commitments as the reason for her decision, and the company did not report any disagreement related to her departure. Mrs. Foufopoulos-De Ridder has been involved in governance and sustainability matters, areas of interest for many shareholders. Tronox Holdings, listed on the NYSE under the ticker TROX, operates in the...
NasdaqGS:SBGI
NasdaqGS:SBGIMedia

Is Sinclair Broadcast Group (SBGI) Pricing Reflect Its Value After Recent 9.3% Weekly Gain

If you are looking at Sinclair and wondering whether the current share price reflects its true worth, you are not alone. This article is built to help you weigh what you are actually getting for your money. Over the last week Sinclair's share price moved to US$14.96, with a 9.3% return. Returns over 30 days, year to date and the last 5 years, at a 1.9% decline, 1.7% decline and 40.3% decline, paint a mixed picture for anyone thinking about risk and reward. Recent coverage around Sinclair has...
NasdaqGM:WRD
NasdaqGM:WRDAuto Components

WeRide (WRD) Valuation Check After Recent Share Price Swings And Deep One Year Underperformance

With no single headline event driving WeRide (WRD) today, the stock’s recent swings, including a 1 day gain and month decline, have investors rechecking the company’s growth, losses, and overall valuation picture. See our latest analysis for WeRide. That 1 day share price return of 1.47% to US$7.57 comes after a 30 day share price return of 14.46% decline and a year to date share price return of 19.38% decline, while the 1 year total shareholder return sits at 75.97% loss. This suggests...