U.S. Electrical Stock News

NYSE:BLSH
NYSE:BLSHCapital Markets

Bullish (BLSH) Q4 Loss Of US$546.6m Tests High Valuation Growth Narrative

Bullish (BLSH) has wrapped up FY 2025 with fourth quarter revenue of US$77.7 million and a basic EPS loss of US$3.62, while on a trailing twelve month basis EPS stood at a loss of US$5.99 on revenue of US$237.2 million. Over recent periods the company has seen revenue move from US$39.3 million in Q4 2024 to US$77.7 million in Q4 2025, alongside quarterly EPS that has swung between a loss of US$3.62 and a profit of US$1.39. This puts the spotlight squarely on how sustainably Bullish can...
NYSE:WKC
NYSE:WKCOil and Gas

World Kinect Turnaround Focuses On Core Profitability And Shareholder Returns

World Kinect (NYSE:WKC) is advancing its turnaround by divesting non-profitable land divisions. The company is also pursuing aggressive share repurchases to reduce its share float. These actions represent a clear shift in how WKC is shaping its business mix and capital allocation. World Kinect, known for its energy and related services, is reshaping its portfolio by exiting land operations that are not profitable. For you as an investor, that means the business mix could lean more toward...
NasdaqGS:CNOB
NasdaqGS:CNOBBanks

ConnectOne Bancorp (CNOB) Balances Rising Net Interest Income And Charge-Offs What Does The Dividend Signal?

In late January 2026, ConnectOne Bancorp reported past fourth-quarter and full-year 2025 results, with net interest income rising to US$106.6 million for the quarter and US$353.25 million for the year, alongside higher net loan charge-offs of US$4.78 million. The bank also grew annual net income to US$80.44 million while basic earnings per share from continuing operations edged lower, and it affirmed cash dividends on both common and preferred stock. We’ll now look at how the stronger...
NasdaqGS:LULU
NasdaqGS:LULULuxury

Does Founder Dennis Wilson’s Proxy Push Reshape the Bull Case for lululemon athletica (LULU)?

In recent weeks, lululemon athletica’s founder Dennis J. Wilson has moved to reassert influence by preparing a proxy fight for the 2026 annual meeting, as analysts reassessed the business amid slower U.S. sales, higher tariffs, and currency pressures. At the same time, bullish commentary from high-profile investors and fresh analyst coverage has highlighted lululemon’s debt-free balance sheet, international expansion ambitions, and men’s segment potential, reframing how investors view the...
NYSE:SE
NYSE:SEMultiline Retail

Shopee Price Shift In Brazil And Sea’s Push Into AI And Banking

Shopee, owned by Sea Limited (NYSE:SE), is raising marketplace commission rates for sellers in Brazil, aligning its fee structure more closely with local competitors. Sea is deepening its use of AI through an expanded collaboration with OpenAI to support Shopee’s platform and user experience. The company is also putting more focus on its financial services arm, MariBank Singapore, as it adds to Sea’s presence beyond e-commerce and gaming. For investors watching NYSE:SE, these updates...
NYSE:STNG
NYSE:STNGOil and Gas

Is It Too Late To Consider Scorpio Tankers (STNG) After Its Strong Share Price Run?

Investors may be wondering if Scorpio Tankers at around US$68.43 is still priced attractively, or if most of the easy value has already been realized. The share price has been active, with returns of 7.6% over the past week, 22.0% over the past month, 37.7% year to date and 50.6% over the past year, while the 5-year return is very large. These moves sit against a backdrop of continued investor attention on product tanker companies and ongoing interest in how shipping capacity, charter rates...
NasdaqGS:GTLB
NasdaqGS:GTLBSoftware

GitLab Transcend Puts Unified AI DevSecOps Vision In Investor Focus

GitLab (NasdaqGS:GTLB) has announced its upcoming Transcend virtual event focused on AI-driven software development, security, and governance. The event will highlight new GitLab platform advancements and roadmap updates for enterprise DevSecOps users. Transcend will feature case studies on real-world AI adoption across the software development lifecycle. GitLab, best known for its DevSecOps platform used to plan, build, secure, and deploy software, is using Transcend to put AI at the...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Is It Too Late To Consider Carvana (CVNA) After A 7x Three Year Surge?

If you are wondering whether Carvana's share price still makes sense after everything it has been through, or if the value case is already stretched, you are not alone in asking that question. The stock last closed at US$403.67, with a 0.6% return over 7 days, a 10.5% decline over 30 days, a 0.9% return year to date, a 52.9% return over 1 year and a very large 3 year gain that is well over 7x, while the 5 year return sits at 36.4%. Recent headlines around Carvana have focused on its business...
NYSE:PHM
NYSE:PHMConsumer Durables

PulteGroup (PHM) Is Up 8.0% After Capital Plan, 2025 Results, Active Adult Push – Has The Bull Case Changed?

PulteGroup recently filed an omnibus shelf registration covering a range of securities, affirmed a quarterly US$0.26 dividend, reported full-year 2025 revenue of US$17.31 billion and net income of US$2.22 billion, and updated investors on its completed multi-year share repurchase program. Alongside these capital markets moves, the company is leaning further into the active adult segment through new Del Webb communities in Texas and Ohio, while also funding construction-skills scholarships to...
NYSE:RL
NYSE:RLLuxury

Ralph Lauren (RL) Margin Improvement Reinforces Bullish Earnings Narrative Despite Slower Growth Forecasts

Ralph Lauren (RL) has just posted its Q3 2026 numbers, with revenue of US$2.4 billion and basic EPS of US$5.92, supported by net income of US$361.6 million. The company has seen revenue move from US$2.1 billion in Q3 2025 to US$2.4 billion in Q3 2026, while basic EPS shifted from US$4.76 to US$5.92 over the same period. This gives investors a clear view of how the top line and per share earnings are tracking together. With net margin sitting at 11.7% versus 10.1% last year, the story this...
NYSE:ECL
NYSE:ECLChemicals

What Ecolab (ECL)'s New Water Use Efficiency Index Means For Shareholders

Global environmental nonprofit CDP and sustainable water solutions provider Ecolab recently launched a Water Use Efficiency Index at the World Economic Forum Annual Meeting to help companies benchmark and improve operational water performance, initially piloting in the beverage and brewing segment. The index gives corporate leaders a standardized way to compare water use across facilities and identify targeted efficiency improvements, reinforcing the growing importance of water stewardship...
NasdaqGS:WWD
NasdaqGS:WWDAerospace & Defense

Woodward (WWD) Is Up 22.2% After Raising Guidance, Boosting Dividend And Expanding Buybacks - Has The Bull Case Changed?

Woodward, Inc. recently reported first-quarter fiscal 2026 results, with sales of US$996.45 million, net income of US$133.72 million, raised full-year sales and EPS guidance, a 14% quarterly dividend increase to US$0.32 per share, and completion of several share repurchase tranches totaling US$686.60 million. At its January 28, 2026 Annual Meeting, Woodward’s shareholders also approved amendments to remove certain supermajority voting requirements and eliminate cumulative voting in director...
NYSE:ENR
NYSE:ENRHousehold Products

Energizer Holdings (ENR) Q1 Loss Challenges Bullish Margin And Earnings Growth Narratives

Energizer Holdings (ENR) just posted Q1 2026 results with revenue of US$778.9 million and a basic EPS loss of US$0.05, while trailing twelve month EPS sits at US$3.05 on revenue of about US$3.0 billion. Over recent quarters the company has seen quarterly revenue move from US$731.7 million in Q1 2025 to US$832.8 million in Q4 2025 before landing at US$778.9 million in Q1 2026, with basic EPS ranging from US$0.31 to US$2.16 ahead of this latest small loss. With a trailing net margin of 7.1% and...
NYSE:GEV
NYSE:GEVElectrical

GE Vernova Alliance With Xcel Puts Valuation And Growth In Focus

GE Vernova (NYSE:GEV) has entered a long term alliance with Xcel Energy focused on gas turbines, onshore wind and grid technology through the 2030s. The agreement includes work on grid modernization and artificial intelligence to support rising U.S. power demand from data centers. New U.S. onshore wind repowering orders highlight GE Vernova's role in next generation domestic energy and grid infrastructure. GE Vernova, trading at a recent share price of $779.35, is involved in a major build...
NasdaqGS:CYTK
NasdaqGS:CYTKBiotechs

Is It Too Late To Consider Cytokinetics (CYTK) After Its 45% One-Year Surge?

If you are wondering whether Cytokinetics is still fairly priced after a strong run, or if the recent share price leaves more upside on the table, this article walks through what the current market price might be implying about the business. Cytokinetics shares recently closed at US$62.34, with returns of 1.0% year to date and 45.8% over the past year, so the stock has already seen meaningful moves that matter for anyone thinking about value today. Recent attention on Cytokinetics has been...
NasdaqGS:UDMY
NasdaqGS:UDMYConsumer Services

Udemy (UDMY) TTM Profitability Supports Bullish Earnings Growth Narrative Despite Q4 EPS Loss

Udemy (UDMY) just wrapped up FY 2025 with Q4 revenue of US$194 million and a basic EPS loss of US$0.02, while trailing twelve month EPS came in at US$0.03 on net income of US$3.8 million and revenue of US$789.8 million. Over the past few quarters, the company has seen quarterly revenue move between US$193.9 million and US$200.3 million, with basic EPS ranging from a loss of US$0.02 to a profit of US$0.04. Investors now have a cleaner view of how recent profitability sits against the prior...
NasdaqCM:MARA
NasdaqCM:MARASoftware

Assessing Marathon Digital Holdings (MARA) Valuation After Regulatory Delay And Bitcoin Sector Headwinds

MARA Holdings (MARA) is back in focus after French authorities paused approval of its planned controlling stake in EDF’s data center arm, while Bitcoin sector headwinds and internal Bitcoin transfers weigh on sentiment. See our latest analysis for MARA Holdings. The share price has been volatile, with a 22.44% 1 day share price return after a series of setbacks. However, the 1 year total shareholder return shows a decline of 50.86%, and the mixed multi year outcomes suggest fading momentum...
NasdaqGS:NMRK
NasdaqGS:NMRKReal Estate

Does Newmark Group (NMRK) Gain Strategic Edge as Vornado Expands Its PENN District Mandate?

Vornado Realty Trust recently named Newmark as the exclusive leasing agent for the next phase of its retail transformation in Manhattan’s PENN District, a core element of Vornado’s US$2.50 billion campus revitalization that includes millions of square feet of upgraded office, plaza, and retail space. The mandate deepens Newmark’s role in shaping a high-profile New York City mixed-use corridor anchored by major retailers like Macy’s and Primark while extending its influence across the...
NasdaqGS:GLXY
NasdaqGS:GLXYCapital Markets

Galaxy Digital Buyback And AI Pivot Contrast With Recent Share Weakness

Galaxy Digital (NasdaqGS:GLXY) has launched a $200 million share repurchase program. The company is expanding into AI data infrastructure, centered on its Helios facility in Texas. These moves come after a period of earnings challenges and recent share price volatility. Galaxy Digital, trading at about $19.76, has had a mixed run, with the stock up 5.2% over the past year but showing a 30.1% decline over the past week and a 22.5% decline over the past month. Against that backdrop, a $200...
NYSE:MPX
NYSE:MPXLeisure

Marine Products (MPX) Margin Compression To 4.7% Reinforces Bearish Earnings Narrative

Marine Products (MPX) has wrapped up FY 2025 with fourth quarter revenue of US$64.6 million and basic EPS of US$0.07, alongside trailing twelve month revenue of US$244.4 million and EPS of US$0.33 that sit against a five year annualized earnings decline of 9.1%. The company has seen quarterly revenue range from US$53.1 million to US$67.7 million through 2025, with basic EPS between US$0.06 and US$0.12. Net profit margin over the last 12 months sits at 4.7% compared with 7.5% in the prior...
NYSE:STE
NYSE:STEMedical Equipment

A Look At STERIS (STE) Valuation As Share Price Momentum Shows Signs Of Cooling

Short term performance context STERIS (STE) has seen mixed share price moves recently, with a 3.4% gain over the past day contrasting with declines over the past week, month, and past 3 months. This sets up a closer look at the business. See our latest analysis for STERIS. Zooming out, STERIS has a 1 year total shareholder return of 14.09% and a 5 year total shareholder return of 44.34%. Recent share price returns suggest momentum has cooled compared with the longer term trend. If this kind...
NasdaqGS:ULCC
NasdaqGS:ULCCAirlines

Is Frontier (ULCC) Becoming an Aircraft Trader Rather Than an Airline – and What That Means?

Recent commentary on Frontier Group Holdings highlights that, since the pandemic, Frontier’s airline operations have remained structurally unprofitable and increasingly reliant on aircraft order book monetization and sale-leaseback deals for liquidity, raising questions about its long-term business model as of early 2026. Analysts now view the carrier’s true economic engine as its aircraft trading activity rather than its core flying business, prompting growing concern about fragile...
NYSE:CAT
NYSE:CATMachinery

Assessing Caterpillar (CAT) Valuation After AI Power Deals And Record Sales Fuel Fresh Highs

Why Caterpillar’s AI power push is drawing fresh attention Caterpillar (CAT) is back in the spotlight after record annual sales, an all time high order backlog and new AI linked power projects, with the stock recently reaching record levels and lifting the Dow. See our latest analysis for Caterpillar. Caterpillar’s recent 7.06% 1 day share price return, alongside a 21.74% 30 day share price return and a 102.32% 1 year total shareholder return, suggests momentum has been building as investors...
NYSE:ACHR
NYSE:ACHRAerospace & Defense

The Bull Case For Archer Aviation (ACHR) Could Change Following Serbia EXPO 2027 Air Taxi Partnership

In January 2026, Archer Aviation announced a partnership with the Government of Serbia, which named Archer its preferred eVTOL partner and secured options for up to 25 Midnight aircraft while selecting the company as official air taxi provider for EXPO 2027 Belgrade. This agreement positions Serbia as a European hub for Archer’s electric air taxi operations, offering a high-profile platform to showcase its technology to international audiences. We’ll now examine how becoming Serbia’s...