U.S. Electrical Stock News

NasdaqGS:LCID
NasdaqGS:LCIDAuto

Is Lucid (LCID) Rewiring Its Supply Chain To Unlock a More Scalable Software-Driven EV Story?

Lucid Group recently appointed former Rolls-Royce procurement chief Neil Marsons as Senior Vice President of Supply Chain while continuing a broader leadership reshuffle, aiming to reinforce global production across its Arizona and Saudi facilities. These moves, alongside Lucid’s push into cheaper EVs and software-led autonomous driving offerings, highlight an effort to tighten execution as it scales its product and technology ambitions. We’ll now examine how Lucid’s renewed supply chain...
NasdaqGS:XRAY
NasdaqGS:XRAYMedical Equipment

Assessing Dentsply Sirona (XRAY) Valuation After Recent Share Price Momentum And Long Term Weakness

What Recent Returns Say About DENTSPLY SIRONA DENTSPLY SIRONA (XRAY) has attracted fresh attention after a recent move in its share price, with the stock up around 6% over the past month and roughly 26% over the past 3 months. That recent strength contrasts with a negative 1 year total return near 26% and deeper losses over the past 3 and 5 years. This puts the current share price of $12.95 and recent performance into a longer term context for investors. See our latest analysis for DENTSPLY...
NYSE:IEX
NYSE:IEXMachinery

A Look At IDEX (IEX) Valuation After Strong Q4 Results And Ongoing Buybacks

IDEX (IEX) shares have been reacting to a cluster of recent developments, including fourth quarter earnings, completion of a long running buyback program, and the planned exit of its Chief Strategy and Innovation Officer. See our latest analysis for IDEX. The recent 30.14% 3 month share price return and 17.51% year to date share price return suggest positive momentum has been building, even though the 3 year total shareholder return of a 5.13% decline contrasts with a 13.54% gain over five...
NasdaqGS:CFLT
NasdaqGS:CFLTSoftware

Confluent (CFLT) Valuation Check After Mixed Returns And Ongoing IBM Acquisition Debate

Why Confluent (CFLT) is on investors’ radar today Confluent (CFLT) is drawing attention after recent share performance data highlighted contrasting returns, including a gain over the past 3 months and a decline across the past year. This pattern is prompting fresh questions about its valuation. See our latest analysis for Confluent. The recent 34.86% 3 month share price return contrasts with a 12.31% decline in 1 year total shareholder return. This suggests that momentum has picked up again,...
NYSE:DLX
NYSE:DLXCommercial Services

How Investors May Respond To Deluxe (DLX) Balancing Digital Ambitions With Declining Legacy Check Business

Deluxe Corporation’s recently filed 2025 Form 10-K shows it continuing to pivot from traditional check printing toward payments, data solutions, and print services, while reducing selling, general and administrative expenses and paying down debt to strengthen its financial position. However, the filing and subsequent commentary also highlight tension between the company’s ambitions in higher-margin digital services and investor concerns that growth in payments and software is not yet...
NasdaqGS:PICS
NasdaqGS:PICSDiversified Financial

Assessing PicS (PICS) Valuation After Recent Share Price Weakness

Why PicS (PICS) is catching investor attention today PicS (PICS), the Brazil focused digital financial services platform, has been drawing attention after recent share price pressure, including a 4.8% move over the past day and a 9.6% decline over the past week. See our latest analysis for PicS. That short term weakness sits within a broader picture where the year to date share price return is a 27.3% decline. Recent selling pressure appears to be reinforcing a fading momentum story at the...
NasdaqGS:SRCE
NasdaqGS:SRCEBanks

How Strong Q4 Results And 38 Years Of Dividend Growth At 1st Source (SRCE) Have Changed Its Investment Story

1st Source Corporation recently reported a very strong fourth quarter, with revenue up 13.3% year on year and net interest income and EPS ahead of analyst expectations, while also marking its 38th consecutive year of dividend growth and fifth straight year of record net income. Alongside these results, 1st Source is scheduled to share its outlook and performance at the KBW 2026 Winter Financial Services Conference in Boca Raton on 11 February 2026, underscoring how management is positioning...
NYSE:KMX
NYSE:KMXSpecialty Retail

A Look At CarMax (KMX) Valuation After Keith Barr Is Named New CEO

Why Keith Barr’s appointment matters for CarMax (KMX) CarMax (KMX) has put leadership change at the center of its turnaround effort, appointing former InterContinental Hotels Group chief executive Keith Barr as president, CEO, and board member effective March 16, 2026. The board is turning to Barr’s experience in large consumer businesses, digital transformation, and customer experience to address CarMax’s ongoing sales and profitability challenges and to help shape the company’s next phase...
NYSE:SW
NYSE:SWPackaging

Smurfit Westrock (SW) Is Up 17.0% After Earnings, Dividend Hike And Quebec Closure Announcement

Smurfit Westrock Plc recently reported fourth-quarter 2025 results showing sales of US$7,580 million and net income of US$97 million, while also announcing the permanent closure of an underperforming paper machine and related extrusion facility in Quebec and approving a quarterly dividend of US$0.4523 per share. These updates highlight a company simultaneously tightening its manufacturing footprint and cost base, delivering much higher full-year earnings of US$699 million, and signalling...
NasdaqGM:DAVE
NasdaqGM:DAVEConsumer Finance

What Dave (DAVE)'s Strong Q4 Preview and New Coverage Mean For Shareholders

Earlier in February, William Blair initiated coverage on Dave Inc. with an Outperform rating after the company previewed fourth-quarter results showing operating revenue growth above prior guidance and stronger-than-expected credit performance. The combination of rapid operating revenue expansion and an improved 28-day past-due rate has sharpened attention on Dave’s potential to reshape how small, short-duration unsecured loans are delivered versus traditional banks. With William Blair...
NYSE:TYL
NYSE:TYLSoftware

Tyler Technologies (TYL) Is Down 14.4% After 2026 Outlook And New US$1 Billion Buyback Announcement

Tyler Technologies, Inc. has already reported its fourth-quarter and full-year 2025 results, with revenue rising to US$575.18 million for the quarter and US$2.33 billion for the year, while net income reached US$65.53 million and US$315.6 million respectively. Alongside record recurring revenue and strong SaaS momentum, the company authorized a new US$1.00 billion share repurchase program and advanced its AI initiatives and cloud transitions, reshaping its public sector software profile. We...
NYSE:DRI
NYSE:DRIHospitality

Darden’s Bahama Breeze Shutdown and Conversions Could Be A Game Changer For Darden Restaurants (DRI)

Darden Restaurants has begun shutting down its remaining 28 Bahama Breeze locations, with 14 already permanently closed before April 5, 2026, and the other 14 earmarked for conversion into different Darden-brand restaurants. This move signals a clear repositioning of Darden’s casual dining portfolio as it reallocates assets from Bahama Breeze to concepts it views as stronger fits. We’ll now examine how repurposing half of the Bahama Breeze sites into other Darden brands could influence the...
NasdaqGS:NVMI
NasdaqGS:NVMISemiconductor

Assessing Nova (NVMI) Valuation After Record 2025 Results And Upbeat Q1 2026 Guidance

Nova (NasdaqGS:NVMI) just posted record Q4 and full year 2025 results, with revenue of US$222.62 million for the quarter and US$880.58 million for the year, alongside higher net income and earnings per share. See our latest analysis for Nova. Nova’s recent record results and upbeat Q1 2026 guidance have come after a sharp re-rating in the stock, with a 56.46% 90 day share price return and a 65.60% one year total shareholder return. This suggests momentum has been building rather than...
NasdaqCM:NKTR
NasdaqCM:NKTRPharmaceuticals

Assessing Nektar Therapeutics (NKTR) Valuation After Positive REZOLVE AD Data And Major Equity Financing

Nektar Therapeutics (NKTR) is back on investors’ radar after reporting positive 36-week maintenance data for its REZOLVE-AD Phase 2b trial and closing a large public equity and pre-funded warrant offering to fund late-stage development. See our latest analysis for Nektar Therapeutics. The latest REZOLVE-AD readout and follow on equity offering arrive after a sharp shift in sentiment, with a 7 day share price return of 92.42% and a 1 year total shareholder return of roughly 4x. However, the 5...
NasdaqGS:FCNC.A
NasdaqGS:FCNC.ABanks

A Look At First Citizens BancShares (FCNC.A) Valuation After Multi‑Year Shareholder Returns

First Citizens BancShares (FCNC.A) has come onto investors’ radar after recent share price swings, with the stock up around 116% over the past 3 months but showing weaker returns over the past month and year. See our latest analysis for First Citizens BancShares. Recent trading has cooled after a strong run, with a 7 day share price return of 6.9% and a 30 day share price return of 7.54% pulling back some of the prior 90 day share price gain of 11.56%. Over a longer horizon, the 3 year total...
NYSE:PDM
NYSE:PDMOffice REITs

A Look At Piedmont Realty Trust (PDM) Valuation As Record Leasing And 2026 Guidance Shape Growth Expectations

Piedmont Realty Trust (PDM) just posted its strongest annual leasing volume in over a decade for 2025, supported by higher rental rates, updated 2026 financial guidance and recent debt refinancing aimed at improving earnings stability. See our latest analysis for Piedmont Realty Trust. The recent leasing update comes after a busy period for Piedmont Realty Trust, including a Q4 2025 earnings release that reported a full year net loss of US$83.62 million and the promotion of a new Co Chief...
NasdaqGS:LFST
NasdaqGS:LFSTHealthcare

A Look At LifeStance Health Group (LFST) Valuation After Recent Share Price Gains

LifeStance Health Group overview LifeStance Health Group (LFST) has drawn investor interest recently as its share price sits at $7.03, with mixed return patterns across the past week, month, and past 3 months. See our latest analysis for LifeStance Health Group. At a share price of $7.03, LifeStance Health Group shows a 13.39% 90 day share price return and a 1.01% year to date share price return. The 1 year total shareholder return of an 11.79% decline contrasts with a 28.99% gain over three...
NYSE:NYT
NYSE:NYTMedia

New York Times (NYT) Is Up 6.2% After Strong Q4 Results And Expanded Magnite Ad Partnership

In early February 2026, The New York Times Company reported fourth-quarter revenue of US$802.31 million and net income of US$129.84 million, alongside an expanded collaboration in which The New York Times Advertising and Magnite made Magnite’s DV+ the preferred platform for private marketplace deals on the publisher’s mobile in-app ad supply. This combination of stronger earnings and a deeper in-app advertising partnership highlights how The New York Times is reinforcing its digital...
NYSE:EPAM
NYSE:EPAMIT

Is EPAM (EPAM) Using Its Analyst Upgrade To Recast Its AI Services Edge Over Infosys?

Recently, analysts highlighted EPAM Systems as holding a Zacks Rank #2 (Buy) with comparatively attractive valuation metrics versus peer Infosys, reflecting an improved earnings outlook based on consensus expectations. This favorable ranking and relative value profile has drawn investor focus to EPAM’s role within the IT services sector as a potentially more attractively priced, higher-quality earnings story than some competitors. We’ll now explore how this improved analyst ranking and...
NasdaqGS:CCEC
NasdaqGS:CCECShipping

A Look At Capital Clean Energy Carriers (CCEC) Valuation After Planned €250 Million Greek Bond Offering

Bond issuance in Greece reframes the Capital Clean Energy Carriers funding story Capital Clean Energy Carriers (CCEC) has put fresh attention on its capital structure after announcing plans for a seven year bond offering of up to €250 million aimed at Greek investors. The planned bonds, expected to trade on the Athens Stock Exchange Fixed Income Securities Segment, would give CCEC additional euro funding options to support its clean energy carrier operations and related infrastructure...
NasdaqGS:TTEK
NasdaqGS:TTEKCommercial Services

Is Tetra Tech (TTEK) Quietly Shifting Its Moat Toward Recurring Water Analytics Revenue?

In early February 2026, Tetra Tech, Inc. announced that the U.S. Army Corps of Engineers Portland District awarded it a position on a 5-year multiple-award architectural and engineering contract with a shared capacity of US$49 million to support resilient navigation and water control infrastructure, including locks, dams, levees, and flood management systems. A separate 5-year agreement will see United Utilities implement Tetra Tech’s WaterNet SaaS platform from the first half of 2026,...
NYSE:BRO
NYSE:BROInsurance

Should Brown & Brown’s (BRO) New US$250 Million Buyback Shape How Investors View Its Capital Strategy?

In February 2026, Brown & Brown, Inc. launched a US$250 million accelerated share repurchase with Bank of America, N.A., following the completion of a US$622.96 million buyback program that retired 17,785,072 shares since 2015. The company also released its 2026 Market Trends report, underscoring how its scale and international footprint may help clients manage evolving insurance market conditions. Next, we’ll examine how this accelerated share repurchase, within a broader US$1.5 billion...
NYSE:FCPT
NYSE:FCPTSpecialized REITs

A Look At Four Corners Property Trust’s Valuation After Its Latest Earnings And Growth Outlook

Four Corners Property Trust (FCPT) has drawn fresh attention after reporting fourth quarter and full year 2025 earnings, with higher revenue and net income, as well as continued portfolio expansion, shaping current investor discussion around the stock. See our latest analysis for Four Corners Property Trust. At a share price of $24.37, Four Corners Property Trust has had a mixed run recently, with a 1 day share price return slightly lower and a 7 day share price return weaker, while the year...