U.S. Electrical Stock News

NYSE:CVNA
NYSE:CVNASpecialty Retail

Carvana Fraud Claims Test Valuation Gap And Analyst Optimism

Carvana (NYSE:CVNA) is facing serious fraud allegations related to its accounting and undisclosed related party transactions. Several law firms have announced investigations into the company, and there are indications of a potential SEC probe. Reports of systematic insider share sales by executives have added to concerns and weakened investor sentiment. For shareholders in Carvana at a current share price of $350.94, these allegations come after a period of very large 3 year gains and a...
NasdaqGS:ASND
NasdaqGS:ASNDBiotechs

Does Stronger 2025 Results And Narrowing Losses Reshape The Bull Case For Ascendis Pharma (ASND)?

In February 2026, Ascendis Pharma A/S reported its fourth-quarter 2025 results, with sales of €247.5 million and a net loss of €33.56 million, and full-year 2025 sales of €720.13 million alongside a net loss of €228.03 million, all showing year-on-year improvement in both revenue and losses per share. These earnings, which combined much higher sales with smaller losses, prompted several major Wall Street firms to reiterate positive views on Ascendis Pharma’s prospects, highlighting how...
NYSE:FE
NYSE:FEElectric Utilities

Should FirstEnergy’s (FE) New 1,200‑MW Gas Plant and Solar Farms Reshape Its Regulated Strategy?

In February 2026, FirstEnergy Corp. announced plans by its Mon Power and Potomac Edison subsidiaries to build a 1,200‑MW natural gas plant alongside the Fort Martin coal station in West Virginia and seek approval for three new solar farms as part of a more balanced resource mix. The combination of a large proposed gas facility and incremental solar capacity highlights how FirstEnergy is reconfiguring its generation portfolio while still pursuing regulated investment returns. Now, we’ll...
NasdaqCM:PGY
NasdaqCM:PGYSoftware

Is Pagaya Technologies (PGY) Pricing Look Compelling After Recent Share Price Slide?

If you are wondering whether Pagaya Technologies' share price really reflects what the business is worth, you are not alone. This article focuses on what the current valuation might be telling you. Despite interest in AI enabled financial technology, Pagaya's share price has seen sharp declines recently, with a 10.1% drop over the last 7 days, 44.1% over the last 30 days, 44.8% year to date and 27.4% over the past year, while the 3 year return sits at 6.0%. Recent news flow around Pagaya has...
NYSE:FLO
NYSE:FLOFood

A Look At Flowers Foods (FLO) Valuation After Losses Impairment And New Guidance

Flowers Foods (FLO) has entered a transition phase after reporting a fourth quarter net loss tied to a sizable impairment of intangible assets, while also issuing 2026 sales guidance and reshaping its direct store delivery leadership. See our latest analysis for Flowers Foods. The earnings release and impairment announcement were followed by a sharp reset in sentiment. The 1 day share price return was negative 6.76% and the 7 day share price return was negative 18.20%. This left the 1 year...
NYSE:INSW
NYSE:INSWOil and Gas

Is It Too Late To Consider International Seaways (INSW) After A 79% One-Year Rally?

If you are wondering whether International Seaways is still attractively priced after a strong run, this article will walk you through what the current share price might be implying about value. The stock recently closed at US$64.42, with returns of 6.2% over 7 days, 14.3% over 30 days, 37.1% year to date and 79.3% over 1 year. Given this performance, it is understandable if you are asking what is already priced in. Recent coverage of International Seaways has focused on its position in the...
NasdaqGS:AXTI
NasdaqGS:AXTISemiconductor

Assessing AXT’s (AXTI) Valuation After A Strong 90 Day Rally And Recent Pullback

Event context and recent share performance AXT (AXTI) has drawn attention after a very large total return over the past 3 months, alongside a 5.1% gain over the past month and a 4.2% decline over the past week. See our latest analysis for AXT. At a share price of $23.21, AXT’s recent pullback, with a 1-day share price return of a 4.25% decline and a 7-day share price return of a 4.68% decline, sits against a strong 90-day share price return of 129.57% and a very large 1-year total shareholder...
NYSE:MRSH
NYSE:MRSHInsurance

Assessing Marsh & McLennan (MRSH) Valuation After Recent Share Price Weakness

What Marsh & McLennan Companies (MRSH) investors are reacting to Marsh & McLennan Companies (MRSH) shares closed at US$175.83 on Tuesday, with recent returns showing mixed momentum, including a negative move over the past month and year, alongside a positive 3 year and 5 year total return profile. See our latest analysis for Marsh & McLennan Companies. For Marsh & McLennan Companies, the recent share price pullback, including a 30 day share price return of 3.6% decline and a 1 year total...
NYSE:FMC
NYSE:FMCChemicals

FMC (FMC) Is Down 9.6% After Deep 2025 Losses and Strategic Review Plan - What's Changed

FMC Corporation recently reported fourth-quarter 2025 results showing sales falling to US$1,083.3 million and a very large net loss of US$1,720.8 million, alongside full-year 2025 sales of US$3.47 billion and a net loss of US$2.24 billion. Alongside these weak results, FMC issued 2026 revenue guidance that implies another year of sales decline and disclosed that its Board is exploring strategic options to strengthen the balance sheet and enhance the portfolio. Next, we'll examine how FMC's...
NYSE:FUN
NYSE:FUNHospitality

A Look At Six Flags Entertainment (FUN) Valuation After Recent Rebrand And Mixed Shareholder Returns

Why Six Flags Entertainment (FUN) is on investors’ radar Six Flags Entertainment (FUN) has drawn attention after its recent rebranding from Cedar Fair, L.P., shifting investor focus to how the combined amusement and resort portfolio might align with the stock’s mixed short term and longer term return profile. See our latest analysis for Six Flags Entertainment. At a share price of US$15.55, Six Flags Entertainment has seen a 14.93% 90 day share price return but a 66.02% decline in 1 year...
NYSE:ALB
NYSE:ALBChemicals

Albemarle Kemerton Reset Puts Capital Discipline And Valuation In Focus

Albemarle (NYSE:ALB) has placed its Kemerton lithium hydroxide plant in Western Australia into care and maintenance. The company has halted planned expansion phases at Kemerton, revising its investment plans for the site. Albemarle is recording significant long lived asset impairment charges related to its Australian lithium operations. The moves are intended to improve financial flexibility and profitability while lithium demand remains generally supported. For investors watching NYSE:ALB,...
NasdaqGS:URBN
NasdaqGS:URBNSpecialty Retail

Urban Outfitters (URBN) Valuation Check As Shares Trade Below Intrinsic Value Estimate

Why Urban Outfitters Stock Is On Investors’ Radar Urban Outfitters (URBN) is drawing fresh attention as investors weigh its recent share performance against its current valuation metrics. With the stock near US$71.62, some are reassessing how its retail brands and growth profile are being priced. See our latest analysis for Urban Outfitters. Recent trading has been choppy, with a 20.23% 90 day share price return and a 24.77% one year total shareholder return, so momentum looks constructive...
NYSE:CMS
NYSE:CMSIntegrated Utilities

Did Strong Q4 Earnings and a Higher Dividend Just Shift CMS Energy's (CMS) Investment Narrative?

CMS Energy recently reported fourth-quarter 2025 and full-year results showing higher sales and net income year over year, while its Board approved an increase in the common dividend to US$0.57 per share and declared dividends on several preferred securities. Together with a new omnibus shelf registration covering common and preferred stock, depositary shares, debt, stock purchase contracts, and units, these actions highlight CMS Energy’s active capital planning and continued emphasis on...
NasdaqGS:PI
NasdaqGS:PISemiconductor

Assessing Impinj (PI) Valuation After New Product Launches And Recent Earnings Update

Impinj (PI) has come into focus after a shelf registration of up to US$3.33b in common stock tied to an ESOP related offering, alongside fresh earnings, guidance, and new product launches. See our latest analysis for Impinj. At a share price of US$126.13, Impinj has seen a sharp 7-day share price return of 14.27% after a weaker 30-day share price return of a 22.11% decline and a year-to-date share price return of a 29.83% decline. In contrast, the 1-year total shareholder return of 19.46%...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Datadog Q4 Highlights Enterprise Wins AI Demand And Platform Consolidation

Datadog (NasdaqGS:DDOG) reported strong Q4 results, highlighting solid demand from large enterprises and AI native customers. Management called out record large deal wins and greater customer consolidation on the Datadog platform as key growth drivers. The company is rolling out AI features across its observability and security tools, aiming to support future monitoring needs as AI workloads expand. For you as an investor, Datadog sits at the intersection of cloud infrastructure,...
NYSE:BRK.B
NYSE:BRK.BDiversified Financial

Greg Abel Backs Kraft Heinz Shift And Signals Berkshire Ownership Approach

Greg Abel, CEO of Berkshire Hathaway (NYSE:BRK.B), publicly backed Kraft Heinz’s move to halt a planned separation of its businesses. The endorsement signals a change in the post merger direction for Kraft Heinz and could influence how Berkshire thinks about its sizable holding. The decision highlights Berkshire’s ongoing role in major portfolio companies and comes as investors watch Abel’s leadership style following Warren Buffett. Berkshire Hathaway, through its large equity portfolio and...
NasdaqGS:FROG
NasdaqGS:FROGSoftware

JFrog (FROG) Valuation Check After Strong Earnings And AI‑Focused 2026 Guidance

JFrog (FROG) is back in focus after reporting quarterly and full year 2025 results that paired revenue growth with a smaller net loss, along with 2026 guidance that highlights cloud and AI related products as key priorities. See our latest analysis for JFrog. After rallying strongly over the past few years, with a 3 year total shareholder return of 110.46%, JFrog's recent momentum has cooled. This is shown by a 30 day share price return of a 16.39% decline following its earnings, guidance,...
NasdaqGS:RDWR
NasdaqGS:RDWRSoftware

Bell Cyber Partnership Deepens RDWR’s North American Footprint Might Change The Case For Investing In Radware (RDWR)

On February 17, 2026, Bell Cyber and Radware expanded their partnership to launch an AI-driven, cloud-delivered, fully managed security service that unifies web application protection, API security, bot mitigation, and DDoS safeguards for organizations in Canada and the U.S. By combining Radware’s AI-based security platform with Bell Cyber’s Canadian-operated security operations center, the partnership uniquely addresses both advanced cyber threats and operational sovereignty requirements...
NYSE:AMPX
NYSE:AMPXElectrical

Is It Time To Reconsider Amprius Technologies (AMPX) After Its 189% One-Year Surge?

If you are wondering whether Amprius Technologies' current share price lines up with its underlying worth, this article will walk through what the numbers actually say. The stock closed at US$9.77, with returns of 11.8% year to date and 189.1% over the past year. However, the recent 7 day and 30 day returns of 15.4% and 11.2% declines show how quickly sentiment can shift. Recent attention on Amprius has centred on its role in advanced battery technologies and related partnerships. This helps...
NYSE:ABCB
NYSE:ABCBBanks

Is Record 2025 EPS and Stable Credit Quality Reframing the Investment Case for Ameris Bancorp (ABCB)?

In the past quarter, Ameris Bancorp reported fourth-quarter results that matched Wall Street revenue expectations, with higher net interest income, disciplined expense management, steady loan growth, improved efficiency, and stable asset quality supporting record full-year diluted EPS of US$6.00 for 2025. Management’s emphasis on record earnings alongside stable credit quality and tighter cost control suggests the bank’s current operating model is functioning effectively under recent market...
NasdaqGS:VNOM
NasdaqGS:VNOMOil and Gas

How Goldman’s Backing Of VNOM’s No-Capex Royalty Model Has Changed Its Investment Story

In recent days, Goldman Sachs analysts highlighted Viper Energy as a strong buy, citing its no-capex royalty model, return-of-capital focus, and progress integrating the Sitio Royalties acquisition alongside an agreement to sell non-Permian assets expected to close in early 2026. An interesting angle is how Viper’s close operating alignment with Diamondback Energy and renewed focus on core Permian royalties could reinforce its income-oriented profile. Next, we’ll examine how Goldman’s...
NYSE:GEL
NYSE:GELOil and Gas

Assessing Genesis Energy (GEL) Valuation After Strong Q4 Earnings And Distribution Increase

Genesis Energy (GEL) has come back into focus after reporting stronger than expected fourth quarter earnings. The results were supported by offshore pipeline transportation growth, better margins, and a 9.1% increase in its quarterly common unit distribution. See our latest analysis for Genesis Energy. At a share price of $17.66, Genesis Energy has paired its stronger than expected fourth quarter earnings and higher distribution with positive momentum, including a 15.5% 90 day share price...
NasdaqGS:SNDK
NasdaqGS:SNDKTech

Is It Too Late To Consider Sandisk (SNDK) After A 12x Share Price Surge?

If you are trying to figure out whether Sandisk is still reasonably priced after its huge run, you will want to look closely at what the current market value actually reflects. The stock most recently closed at US$590.59, with a 1.5% decline over the last 7 days but a 42.8% gain over 30 days and a very large return year to date of 114.6%, alongside a roughly 12x move over the past year. Recent headlines around Sandisk have focused on its position in the broader tech and storage market, with...
NYSE:PRLB
NYSE:PRLBMachinery

How Proto Labs’ New AI-Powered ProDesk Platform At Proto Labs (PRLB) Has Changed Its Investment Story

Earlier this month, Proto Labs launched ProDesk, an AI-powered online platform that gives product development and procurement teams real-time quoting, design-for-manufacturability analysis across injection molding, CNC machining and 3D printing, and a collaborative dashboard for managing orders and production parts. A key feature is ProDesk’s AI-driven feedback and shared Production Catalog, which could make Proto Labs more embedded in customers’ day-to-day product development...