U.S. Electrical Stock News

NYSE:IBM
NYSE:IBMIT

The Bull Case For IBM (IBM) Could Change Following Its AI-Powered FlashSystem Storage Overhaul - Learn Why

Earlier this week, IBM unveiled its next-generation FlashSystem portfolio, models 5600, 7600 and 9600, co-run by agentic AI to automate storage management, boost data efficiency and embed rapid, hardware-level ransomware detection across enterprise workloads. By turning storage into an always-on intelligence layer, with AI-driven optimization and compliance support, IBM is deepening its role at the intersection of enterprise infrastructure, automation and cybersecurity. Now we’ll examine how...
NasdaqGS:LEE
NasdaqGS:LEEMedia

Q1 Loss At Lee Enterprises (LEE) Tests Bullish Narrative Around AI And Cost-Cut Turnaround

Q1 2026 results and what they signal for Lee Enterprises Lee Enterprises (LEE) has opened fiscal 2026 with Q1 revenue of US$130.1 million and a basic EPS loss of US$0.92, alongside a trailing 12 month EPS loss of US$4.34 that keeps the story firmly in loss making territory. Over recent quarters, the company has seen revenue move from US$144.6 million in Q1 2025 to US$130.1 million in Q1 2026, while quarterly basic EPS has ranged from a loss of US$2.80 in Q1 2025 to a loss of US$0.92 in the...
NasdaqGS:RARE
NasdaqGS:RAREBiotechs

Ultragenyx Faces Setrusumab Lawsuits As UX111 Data Shapes Valuation Debate

Ultragenyx Pharmaceutical (NasdaqGS:RARE) faces multiple class action lawsuits alleging false and misleading statements about the efficacy of its osteoporosis candidate setrusumab in clinical trials. Several law firms have announced investigations into the company’s disclosures and communications around setrusumab’s clinical performance. At the same time, Ultragenyx released new long term clinical data for UX111 in Sanfilippo syndrome type A, reporting substantial and durable clinical...
NYSE:MS
NYSE:MSCapital Markets

Morgan Stanley Revives Dealmaking Ambitions With Grimes And Potential SpaceX IPO

Morgan Stanley rehired Michael Grimes as chairman of investment banking, placing him back at the center of its dealmaking efforts. His return comes as the bank is involved in preparations around a potential SpaceX IPO following the company's merger with xAI. Grimes has a history of working on large tech IPOs and advisory mandates, which is relevant as capital markets activity in high profile tech names gains attention. Morgan Stanley, NYSE:MS, is reloading its senior investment banking...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

This Week In Electric Vehicles - EV Expansion Driven By Innovation Supply Solutions And Policies

The global electric vehicle (EV) parts and components market is undergoing significant changes, poised to grow from USD 210.28 billion in 2025 to USD 299.93 billion by 2031, reflecting a compound annual growth rate of 6.12%. Key developments include a shift towards 800V platforms, efforts to localize supply chains, and enhanced EV infrastructure driven by declining battery costs and synchronized zero-emission mandates. Gigafactory scale-ups in Europe and North America are fostering localized...
NYSE:VVV
NYSE:VVVSpecialty Retail

Assessing Valvoline (VVV) Valuation After Recent Share Price Momentum And Growth Expectations

Why Valvoline (VVV) is on investors’ radar Valvoline (VVV) has caught investor attention after a stretch of solid recent returns, with the stock up over the past week, month, and past 3 months, alongside reported double digit annual revenue and net income growth. See our latest analysis for Valvoline. The recent move to a US$37.99 share price, alongside a 30 day share price return of 17.91% and year to date share price return of 31.59%, contrasts with a 1 year total shareholder return decline...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

Vertex Expands Beyond Cystic Fibrosis With WuXi Autoimmune T Cell Deal

Vertex Pharmaceuticals (NasdaqGS:VRTX) has entered an exclusive global agreement with WuXi Biologics to develop a preclinical trispecific T-cell engager for B-cell mediated autoimmune diseases. The collaboration focuses on an early stage biologic candidate that aims to redirect T cells against disease driving B cells. The deal expands Vertex's reach beyond its established cystic fibrosis franchise into the broader autoimmune space. For investors watching NasdaqGS:VRTX, this move comes as...
NasdaqGS:KTOS
NasdaqGS:KTOSAerospace & Defense

Kratos Drone Dominance Win And Taiwan Ties Shape High P/E Debate

Kratos Defense & Security Solutions (NasdaqGS:KTOS) has been selected by the U.S. Department of Defense for Phase 1 of the Drone Dominance Program. The company also advanced its international unmanned systems collaboration through work with Taiwan's NCSIST on the Mighty Hornet IV UAV. These recent announcements highlight Kratos' role in attritable unmanned aerial systems and cross border defense technology partnerships. Kratos focuses on unmanned aerial systems, space and satellite...
NYSE:GS
NYSE:GSCapital Markets

Goldman Sachs Deepens Crypto ETF Exposure And Tests Anthropic AI Tools

Goldman Sachs Group (NYSE:GS) has disclosed sizeable indirect exposure to Bitcoin, Ethereum, XRP, and Solana through regulated crypto ETFs. The bank has also partnered with AI company Anthropic to build AI agents aimed at automating and streamlining internal operational processes. These moves reflect a broader shift within Goldman towards regulated digital asset access and AI driven efficiency in its core businesses. Goldman Sachs Group (NYSE:GS), trading at around $948.99, is pairing its...
NasdaqGS:AMKR
NasdaqGS:AMKRSemiconductor

Amkor Technology (AMKR) Net Margin Stays At 5.6% Testing Bullish Growth Narratives

Amkor Technology (AMKR) has just posted its FY 2025 numbers, with Q4 revenue of about US$1.9b, basic EPS of US$0.69 and net income excluding extra items of US$171.8m. Trailing twelve month EPS sits at US$1.51 on revenue of roughly US$6.7b and net income of US$373.9m. Over recent quarters the company has seen revenue move from US$1.32b and EPS of US$0.09 in Q1 2025 to US$1.99b and EPS of US$0.51 in Q3 2025, before landing at Q4’s US$1.9b and US$0.69. This sets up a picture where margins are...
NYSE:LEA
NYSE:LEAAuto Components

Lear (LEA) Is Up 15.9% After 2026 Guidance And Buybacks Reduce Share Count - Has The Bull Case Changed?

Lear Corporation recently reported its full-year 2025 results, with sales of US$23,259.1 million and net income of US$436.8 million, while also providing 2026 guidance for net sales of US$23,210 million to US$24,010 million and core operating earnings of US$1,030 million to US$1,200 million. The company also disclosed completing a long-running share repurchase program, buying back 35,844,054 shares since 2013 for US$4.41 billions, including 1,632,456 shares for US$175 million in late 2025,...
NasdaqGS:ROP
NasdaqGS:ROPSoftware

Does Mixed Q4 Results And 2026 Guidance Change The Bull Case For Roper Technologies (ROP)?

In early February 2026, Roper Technologies reported mixed fourth-quarter 2025 results, with Application Software and Network Software falling short of expectations while Technology Enabled slightly exceeded them, and all three segments delivered mid-single-digit sales growth. The company also issued guidance calling for 5% to 6% organic growth in 2026, highlighting management’s confidence in steady demand across its vertical software portfolio despite recent variability between segments...
NasdaqGS:TSCO
NasdaqGS:TSCOSpecialty Retail

Is Tractor Supply (TSCO) Pricing Make Sense After Mixed Multi Year Share Performance

Investors may be wondering whether Tractor Supply's current share price aligns with its fundamentals, or if the market is overlooking something in plain sight. The stock most recently closed at US$54.05, with returns of 1.1% over the last 7 days, 4.9% over 30 days, 6.3% year to date, roughly flat over 1 year, 19.7% over 3 years and 81.1% over 5 years. Taken together, these figures provide a mixed picture of recent momentum and longer-term performance. Recent attention around Tractor Supply...
NYSE:UTL
NYSE:UTLIntegrated Utilities

Unitil (UTL) Q4 Margin Stability Reinforces Bulls’ Steady Earnings Growth Narrative

Unitil (UTL) has wrapped up FY 2025 with fourth quarter revenue of US$161.5 million, basic EPS of US$1.05 and net income of US$19.2 million. On a trailing twelve month basis, revenue sits at US$536 million with basic EPS of US$2.97 and net income of US$50.2 million. The company has seen revenue move from US$494.8 million to US$536 million over recent trailing periods, with basic EPS shifting from US$2.93 to US$2.97, presenting a picture where steady profit generation aligns with largely...
NYSE:JCI
NYSE:JCIBuilding

A Look At Johnson Controls (JCI) Valuation After Strong Results And 2026 Profit Guidance Above Expectations

Johnson Controls International (NYSE:JCI) has moved into focus after reporting first quarter fiscal 2026 results, issuing 2026 profit guidance above Wall Street expectations and highlighting steady demand for its data center focused thermal and cooling equipment. See our latest analysis for Johnson Controls International. The latest earnings, data center product launches and new guidance have come alongside a 25.17% 1 month share price return and a 57.99% 1 year total shareholder return. This...
NasdaqGS:PTON
NasdaqGS:PTONLeisure

A Look At Peloton Interactive’s Valuation After Cut Guidance Weaker Results And CFO Departure

Why Peloton’s latest update caught investors’ attention Peloton Interactive (PTON) has put several issues on the table at once, with softer revenue guidance, a CFO exit, and mixed recent results combining to reset expectations for the fitness company’s stock. See our latest analysis for Peloton Interactive. Those updates landed against a weak recent trading backdrop, with Peloton’s 7 day share price return of 26.4% and 90 day share price return of 40.5% both pointing to fading momentum. At...
NasdaqGS:TRMB
NasdaqGS:TRMBSoftware

Trimble (TRMB) Margin Compression Challenges Bullish Growth Narratives After FY 2025 Results

Trimble (TRMB) FY 2025 results set the stage for a margins debate Trimble (TRMB) closed FY 2025 with fourth quarter revenue of US$969.8 million and basic EPS of US$0.66, putting concrete numbers around its latest report for investors watching both the top and bottom line. The company has seen quarterly revenue move from US$875.8 million in Q3 FY 2024 to US$901.2 million in Q3 FY 2025 and US$969.8 million in Q4 FY 2025, while basic EPS has gone from US$0.17 in Q3 FY 2024 to US$0.47 in Q3 FY...
NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

AST SpaceMobile (ASTS) Valuation Check After BlueBird 6 Satellite Milestone And Recent Share Price Volatility

AST SpaceMobile (ASTS) is back in focus after announcing the successful unfolding of its next generation BlueBird 6 satellite, which carries the largest commercial communications array antenna currently in Low Earth Orbit. See our latest analysis for AST SpaceMobile. Despite the successful BlueBird 6 milestone, AST SpaceMobile’s share price has been volatile, with a 1 day share price return of a 5.73% decline and a 7 day share price return of a 16.84% decline, alongside a 90 day share price...
NasdaqGS:DPZ
NasdaqGS:DPZHospitality

Is Domino's Pizza (DPZ) Pricing Look Stretched After Recent Share Price Weakness

If you are wondering whether Domino's Pizza shares are offering fair value at around US$389.73, this article walks through what the current price really reflects. The stock is down 2.8% over the last 7 days, 3.8% over 30 days, 8.4% year to date and 16.5% over 1 year. The 3 year and 5 year returns sit at 17.1% and 9.9% respectively. Recent coverage around Domino's has focused on how it is positioned as a global pizza chain and how the brand continues to feature in broader discussions about...
NYSE:ACM
NYSE:ACMConstruction

Aecom (ACM) Slower EPS Momentum Challenges Longstanding Bullish Growth Narratives

AECOM Q1 2026 Earnings Snapshot AECOM (ACM) has opened fiscal 2026 with Q1 revenue of US$3.8b and basic EPS of US$1.07, setting the tone for how its engineering and infrastructure pipeline is flowing through to the bottom line. The company has seen quarterly revenue move from US$4.0b in Q1 2025 to US$3.8b in Q1 2026, while basic EPS has shifted from US$1.34 to US$1.07 over the same period, with trailing twelve month EPS at US$4.56 supported by net income of US$601.3m. For investors, the key...
NasdaqGS:GSAT
NasdaqGS:GSATTelecom

A Look At Globalstar (GSAT) Valuation After Boingo’s Private 5G XCOM RAN Integration News

Boingo integration puts Globalstar’s XCOM RAN in real-world private 5G spotlight Globalstar (GSAT) shares are in focus after Boingo Wireless agreed to integrate Globalstar’s XCOM RAN platform into its private network infrastructure following technical trials across high traffic venues. The move places Globalstar’s 5G-focused technology alongside Boingo’s existing distributed antenna system footprint at airports, transport hubs, stadiums, hospitals, convention centers and military bases,...
NYSE:PBF
NYSE:PBFOil and Gas

Does Surging Hedge Fund Shorts Versus Quant Buy Ratings Reframe the Bull Case for PBF Energy (PBF)?

In recent days, hedge funds have lifted their short positions in U.S. equities to the highest level since 2016, with PBF Energy emerging as one of the most heavily shorted mid-cap names despite its strong U.S. refining and logistics footprint. This unusual mix of elevated short interest and a strong quantitative buy rating has put PBF Energy in the spotlight as a focal point for differing views on the refining sector. We’ll now explore how PBF’s elevated hedge fund short interest interacts...
NasdaqGS:WBTN
NasdaqGS:WBTNInteractive Media and Services

Shareholder Probe Puts WEBTOON Valuation And Legal Risks In Focus

Grabar Law Office announced a shareholder investigation into WEBTOON Entertainment (NasdaqGS:WBTN) tied to its initial public offering. The review focuses on alleged breaches of fiduciary duty and potentially misleading risk disclosures connected to the IPO. A court recently declined to dismiss a securities fraud class action complaint involving WEBTOON Entertainment, allowing the case to proceed. WEBTOON Entertainment, known for its digital comics platform and IP centered business, now...