U.S. Energy Services Stock News

NYSE:OKE
NYSE:OKEOil and Gas

Assessing ONEOK (OKE) Valuation After Dividend Increase And New Independent Director Appointments

Why ONEOK’s latest board moves matter for shareholders ONEOK (OKE) has added two independent directors, Mark A. McCollum and Precious Williams Owodunni, to its board, a governance shift that comes shortly after the company increased its quarterly dividend. For you as a shareholder or potential investor, the timing links two key themes: capital returns through a higher dividend and board level oversight by executives with long experience in energy, finance, and corporate advisory work. See our...
NYSE:SON
NYSE:SONPackaging

Sonoco Products (SON) Is Up 6.2% After Major Wind Power Deal - Has The Bull Case Changed?

Sonoco Products Company and ENGIE North America announced that delivery under their 15-year Virtual Power Purchase Agreement from ENGIE’s Big Sampson Wind Project in Texas has commenced, contracted to cover around 83% of Sonoco’s 2025 U.S. electricity consumption and help cut its baseline carbon emissions by about 19%. This large renewable energy commitment represents a material step in Sonoco’s integrated sustainability plan, supporting its Science Based Targets initiative-validated goal to...
NYSE:MCO
NYSE:MCOCapital Markets

Assessing Moody’s (MCO) Valuation After Recent Share Price Weakness And Private Credit Growth Narrative

With no single headline event driving attention, Moody's (MCO) is drawing investor interest as its shares remain below recent highs after a one-month decline of 14% and a 6% decline over the past three months. See our latest analysis for Moody's. The 14.1% 1 month share price decline, alongside an 11.2% 7 day pullback to around $457.70, contrasts with Moody's 52.9% 3 year and 71.3% 5 year total shareholder returns. This hints that short term momentum is fading against a stronger long term...
NYSE:GDDY
NYSE:GDDYIT

Can GoDaddy’s 2025 Earnings Webcast Reframe Its AI-Age Moat and Strategy Narrative (GDDY)?

GoDaddy Inc. recently announced it will release its fourth-quarter and full-year 2025 results on February 24, 2026, followed by a management webcast available via its Investor Relations website. This update comes as GoDaddy, a major global domain registrar serving millions of entrepreneurs, is being evaluated by investors amid broad technology-sector anxiety around artificial intelligence disruption. With that backdrop, we’ll examine how sector-wide AI concerns and the upcoming earnings...
NYSE:MTN
NYSE:MTNHospitality

How Investors May Respond To Vail Resorts (MTN) Social Media Pivot And Season Pass Pricing Shift

Recently, commentator Jim Cramer highlighted Vail Resorts, Inc. as a well-run company while investor concerns grew over slowing visitation and lackluster season pass growth. In response, Vail Resorts is reshaping its marketing by leaning into new media and influencer partnerships and rebalancing lift ticket versus season pass pricing to stimulate future pass demand. Next, we’ll examine how Vail Resorts’ push into social media–driven marketing and pricing adjustments could influence its...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

BWX Technologies Expands Facilities And Digital Leadership As Valuation Stretches

BWX Technologies (NYSE:BWXT) has opened a new Centrifuge Manufacturing Development Facility in Oak Ridge, Tennessee to support domestic uranium enrichment for U.S. national security. The company has also launched a new Digital Center in Melbourne, Florida to drive company wide digital transformation and AI projects. Kurt Bender has been appointed Chief Digital Officer, taking responsibility for BWXT’s integrated global digital strategy. For investors watching NYSE:BWXT, these moves arrive...
NYSE:INGR
NYSE:INGRFood

How Investors Are Reacting To Ingredion (INGR) Record EPS Amid Argo Setbacks And Cautious 2026 Outlook

Ingredion Incorporated recently reported fourth-quarter 2025 results showing sales of US$1,757 million, down from US$1,800 million a year earlier, even as quarterly net income rose to US$165 million and the company delivered record full-year earnings per share. Beneath the headline records, operational issues at its Argo facility and softer North American sweetener demand weighed on quarterly performance and led management to issue cautious guidance for early 2026 while highlighting ongoing...
NYSE:REXR
NYSE:REXRIndustrial REITs

Is It Time To Reconsider Rexford Industrial Realty (REXR) After Its Prolonged Share Price Slump?

If you are wondering whether Rexford Industrial Realty is fairly priced today or if the market is overlooking something, you are in the right place for a closer look at what its current share price might actually reflect. The stock recently closed at US$38.72, with returns of 3.6% decline over 7 days, 0.3% decline over 30 days, 0.8% decline year to date, 0.2% decline over 1 year, 31.2% decline over 3 years, and 11.6% decline over 5 years. These figures may shape how investors think about its...
NYSE:OSK
NYSE:OSKMachinery

Oshkosh Army Vehicle Order Underscores Ongoing Defense Role For Investors

Oshkosh Defense secured a new $25 million U.S. Army contract for FMTV A2 Low-Velocity Airdrop vehicles. The award supports the Army’s logistics and airborne operations as part of ongoing modernization efforts. This contract adds to Oshkosh’s government-focused defense work outside of regular earnings updates. Oshkosh, traded as NYSE:OSK, is drawing fresh attention with this new Army order at a time when its shares last closed at $163.48. The stock has reported returns of 12.5% over the...
NYSE:GL
NYSE:GLInsurance

Globe Life (GL) Net Margin Improvement Reinforces Value Narrative Despite Modest Growth Outlook

Globe Life (GL) just wrapped up FY 2025 with Q4 total revenue of US$1.5b and basic EPS of US$3.35, alongside net income of US$266.1m. On a trailing 12 month basis revenue came in at US$6.0b with EPS of US$14.27 and net income of US$1.2b. The company reported quarterly revenue of US$1.47b in Q4 2024 compared with US$1.5b in Q4 2025, while basic EPS increased from US$3.04 to US$3.35 over the same period, giving investors a snapshot of top line and earnings per share levels feeding into profit...
NYSE:WCN
NYSE:WCNCommercial Services

Does Waste Connections' (WCN) Rural Landfill Strategy Signal Durable Moat or Hidden Capital Intensity?

In recent days, Waste Connections highlighted continued strength in its core collection and disposal operations, alongside meaningful contributions from acquired assets in faster-growing regions, as investors looked ahead to its December 2025 quarter earnings report expected on February 11, 2026. An interesting angle is the company’s focus on underserved rural markets and landfill-based assets, which creates high barriers to entry while supporting its environmental and sustainability...
NYSE:PFE
NYSE:PFEPharmaceuticals

Pfizer Targets Obesity Growth With PF-3944 As New Trial Catalyst

Pfizer (NYSE:PFE) is expanding into obesity treatments following its acquisition of Metsera. The company reported positive Phase 2b results for its once monthly injectable GLP-1 receptor agonist PF-3944. Pfizer plans to launch an extensive late stage clinical trial program, including multiple Phase 3 studies targeted for 2026. For you as an investor, this move puts Pfizer directly into the obesity treatment arena, an area that has drawn wide attention from both healthcare providers and...
NasdaqGS:PFG
NasdaqGS:PFGInsurance

Principal Financial CEO Sale And Valuation Gap Put Focus On PFG Shares

Deanna D. Strable-Soethout, President and CEO of Principal Financial Group (NasdaqGS:PFG), recently executed a sizeable insider sale of company shares. The transaction was carried out under a pre-planned trading arrangement, with no accompanying operational or financial announcements from the company. This management move stands out because it involves the CEO and comes at a time when there are no other material company updates. Principal Financial Group is a diversified financial services...
NasdaqCM:CORT
NasdaqCM:CORTPharmaceuticals

Is Corcept Therapeutics (CORT) Price Weakness Creating A Long Term Opportunity?

If you are wondering whether Corcept Therapeutics at around US$38.36 is a bargain or a trap, you are in the right place to unpack what that price really implies. The stock has been volatile, with a 14% decline over the last 7 days, a 7.2% gain over the last 30 days, a modest 0.4% return year to date, and a 43.6% decline over the past year, set against longer-term returns of 66.5% over 3 years and 33.8% over 5 years. Recent discussion around Corcept Therapeutics has focused on its share price...
NasdaqGM:CLFD
NasdaqGM:CLFDCommunications

Clearfield (CLFD) Returns To Profitability Yet Trades At 63x P/E Challenging Valuation Narratives

Clearfield (CLFD) opened fiscal Q1 2026 with revenue of US$34.3 million and a basic EPS loss of US$0.02, alongside net income from continuing operations of a US$0.3 million loss. Trailing twelve month figures show basic EPS of US$0.46 on revenue of US$154.8 million and net income of US$6.4 million. Over recent quarters the company has reported revenue in a range between US$34.3 million and US$49.9 million, with quarterly basic EPS moving between a loss of US$0.40 and a profit of US$0.12. This...
NasdaqGS:CROX
NasdaqGS:CROXLuxury

Is Crocs (CROX) Pricing Reflecting Recent Brand Buzz And Valuation Signals?

If you are wondering whether Crocs at US$84.49 is attractively priced or potentially risky right now, this article will walk you through what the current price might be implying about the stock. The shares are up 2.4% over the last 7 days, while the 30-day return is a 5.2% decline and the 1-year return is an 11.5% decline, which may catch the eye of investors weighing short-term swings against longer-term returns. Recent news around Crocs has focused on the brand's positioning in casual...
NYSE:DLR
NYSE:DLRSpecialized REITs

Is It Time To Reassess Digital Realty (DLR) After Its Strong Three Year Share Price Run?

If you are wondering whether Digital Realty Trust is reasonably priced at its current level, this article will walk through what that might mean for you as an investor. The stock last closed at US$164.65, with returns of 5.0% over 30 days and 64.0% over 3 years, while the 1 year return sits at 1.0%, the year to date move is 6.2%, and the 7 day return is a 1.7% decline. Recent interest around listed data center REITs and ongoing discussion about how digital infrastructure fits into long term...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

BitMine’s Ethereum First Bet Tests Investor Nerves And Valuation Limits

BitMine Immersion Technologies (NYSEAM:BMNR) has accumulated over 4.28 million Ethereum, equal to more than 3.5% of ETH's circulating supply. The company holds these assets despite substantial unrealized losses following a sharp decline in Ethereum's price. BitMine is expanding its Ethereum staking operations and preparing to launch the MAVAN staking network in early 2026. Chairman Tom Lee has publicly defended the Ethereum first treasury approach, presenting the drawdown as a core part of...
NYSE:BMY
NYSE:BMYPharmaceuticals

Is Bristol Myers Squibb (BMY) Offering Value After Recent Share Price Rebound?

If you are wondering whether Bristol-Myers Squibb is offering good value at its recent price, this article will walk you through what the numbers actually say about the stock. The share price recently closed at US$59.52, with returns of 9.7% over 7 days, 9.4% over 30 days, 11.3% year to date and 8.9% over 1 year, compared with a 4.5% decline over 3 years and a 21.0% gain over 5 years. Recent news around Bristol-Myers Squibb has focused on its position within large pharmaceutical peers and...
NYSE:TPR
NYSE:TPRLuxury

Tapestry Outlook Raised As Coach Strength Fuels Buybacks And Dividends

Tapestry (NYSE:TPR) lifted its full year outlook following strong performance in its Coach brand, with higher revenue and wider operating margins. The company also moved to accelerate its share repurchase program and confirmed it will continue paying cash dividends. These updates point to improved operating fundamentals and management confidence in the business. Tapestry, the parent of Coach, Kate Spade and Stuart Weitzman, sits at the intersection of accessible luxury and broader...
NYSE:WRB
NYSE:WRBInsurance

The Bull Case For W. R. Berkley (WRB) Could Change Following EPS Growth And Completed Buyback Program

W. R. Berkley Corporation recently reported its fourth-quarter and full-year 2025 results, showing higher revenue year on year but lower quarterly net income, alongside an update that it completed a long-running share repurchase program first announced in 2006. The company has bought back 161,482,852 shares over the life of the program for about US$4.33 billion, materially shrinking its share count while continuing to grow earnings per share from continuing operations in 2025 versus...
NYSE:HWM
NYSE:HWMAerospace & Defense

Did Strong Earnings and Upgraded Guidance Just Shift Howmet Aerospace's (HWM) Investment Narrative?

In recent days, Howmet Aerospace reported quarterly earnings that exceeded market expectations and raised its full-year guidance, supported by strong demand for commercial aerospace engine components and fasteners. An interesting angle is how major investment banks highlighted Howmet’s exposure to long-term aerospace and advanced materials trends as a key reason for reaffirming positive analyst ratings. With this context, we’ll explore how Howmet’s upgraded guidance and robust aerospace...
NasdaqGS:PTC
NasdaqGS:PTCSoftware

PTC (PTC) Margin Expansion To 28.6% Challenges Cautious Growth Narratives

PTC (PTC) has opened fiscal Q1 2026 with total revenue of US$685.8 million and basic EPS of US$1.40, alongside trailing twelve month EPS of US$6.83 on revenue of about US$2.9b and net income of US$818.3 million. The company has seen quarterly revenue move from US$565.1 million and EPS of US$0.68 in Q1 2025 to US$685.8 million and EPS of US$1.40 in Q1 2026, with trailing net profit margin described at 28.6% versus 17% a year earlier, setting up a story where higher profitability sits next to...
NasdaqGS:NAVN
NasdaqGS:NAVNHospitality

Assessing Navan (NAVN) Valuation After A Sharp Multi‑Week Share Price Pullback

What recent returns suggest about Navan’s profile Navan (NAVN) has drawn attention after a sharp share price pullback, with the stock down about 9% over the past day, 21% over the past week, and roughly 41% over the past month. Over the past 3 months, the decline sits near 44%, while the year-to-date move is about 38% lower, putting the current share price around US$10.02 and prompting closer scrutiny of the company’s fundamentals. See our latest analysis for Navan. Put simply, Navan’s recent...