U.S. Energy Services Stock News

NasdaqGS:ICHR
NasdaqGS:ICHRSemiconductor

A Look At Ichor Holdings (ICHR) Valuation After Earnings Beat And Growth-Focused Outlook

Ichor Holdings (ICHR) has just given investors fresh information to work with, pairing a fourth quarter earnings update with new first quarter 2026 guidance that points to revenue of US$240 million to US$260 million. See our latest analysis for Ichor Holdings. The earnings beat and guidance have coincided with a sharp shift in sentiment, with a 1 day share price return of 6.46% and a 90 day share price return of 219.47% lifting the 1 year total shareholder return to 48.38%. Overall, the...
NasdaqGS:ON
NasdaqGS:ONSemiconductor

Is ON Semiconductor (ON) Fairly Priced After Recent Share Price Strength?

If you are wondering whether ON Semiconductor is priced attractively right now, it helps to step back and look at how the current share price lines up with different valuation checks. The stock last closed at US$72.21, with returns of 10.8% over 7 days, 19.2% over 30 days, 27.4% year to date, 39.3% over 1 year, an 11.8% decline over 3 years, and 72.5% over 5 years. Recent price action has been shaped by ongoing investor interest in semiconductor names and how they might fit into themes such...
NYSE:PEB
NYSE:PEBHotel and Resort REITs

Assessing Pebblebrook Hotel Trust (PEB) Valuation After Recent Share Price Momentum

Pebblebrook Hotel Trust (PEB) has drawn fresh attention after its recent share performance, with the stock up about 6% over the past month and roughly 15% in the past 3 months. See our latest analysis for Pebblebrook Hotel Trust. That recent 6% 1 month share price return and 15% 3 month share price return sit within a year to date share price gain of about 10%. The 1 year total shareholder return of roughly 5% contrasts with negative total shareholder returns over 3 and 5 years, suggesting...
NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Netflix Takeover Fight Tests Valuation, Regulation And Future Deal Flexibility

Netflix, ticker NasdaqGS:NFLX, is in an escalating takeover battle for Warner Bros. Discovery against a rival bid from Paramount Skydance. Activist investor Ancora Holdings has publicly opposed Netflix's offer and is threatening a proxy contest to push shareholders toward Paramount's improved proposal. Paramount has extended its tender offer for Warner Bros. Discovery and added financial incentives to attract more shareholder support. The US Department of Justice and other regulators have...
NYSE:NVT
NYSE:NVTElectrical

nVent’s Earnings Jump and Acquisition Pipeline Could Be A Game Changer For nVent Electric (NVT)

In early February 2026, nVent Electric reported that fourth-quarter 2025 sales rose to US$1,066.7 million and full-year sales reached US$3,893.1 million, alongside higher net income and earnings per share versus the prior year, while management highlighted a strong balance sheet and an active pipeline of potential acquisitions. This combination of improved financial performance and acquisition appetite underscores nVent’s push to deepen its presence in infrastructure-heavy areas such as data...
NYSE:RAMP
NYSE:RAMPSoftware

LiveRamp Expands Buybacks As AI Ambitions Meet Undervalued Share Price

LiveRamp Holdings (NYSE:RAMP) expanded its share repurchase authorization by an additional $200 million. The company extended the duration of its buyback program, giving management more time to execute repurchases. Management linked this larger buyback capacity to opportunities it sees in an AI driven ecosystem. LiveRamp sits at the intersection of data connectivity and marketing technology, helping brands and platforms use customer data more effectively across channels. As AI tools spread...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

monday.com (MNDY) Is Down 26.1% After 2025 Beat And Cautious 2026 Guidance – Has The Bull Case Changed?

In February 2026, monday.com reported fourth-quarter 2025 sales of US$333.88 million and net income of US$76.69 million, alongside full-year 2025 sales of US$1.23 billion and net income of US$118.74 million, and disclosed completion of a US$135 million buyback of 884,000 shares. At the same time, the company issued 2026 revenue guidance of US$1.45 billion to US$1.46 billion, which, while implying continued growth, raised fresh questions about how moderating demand among smaller customers and...
NasdaqCM:DVLT
NasdaqCM:DVLTSemiconductor

Datavault AI Super Bowl Deployments Test IBM Alliance And Media Ambitions

Datavault AI (NasdaqCM:DVLT) recently completed high profile technology activations around Super Bowl LX, showcasing its data and AI tools in a live, high visibility setting. The company expanded its partnerships, including a collaboration with IBM and a pilot of its patented ADIO technology with Fintech.TV. Datavault AI also ran live demonstrations of its bias meter for responsible AI in media, highlighting its focus on transparency and accountability in AI driven content. Datavault AI...
NYSE:GMED
NYSE:GMEDMedical Equipment

Is Globus Medical (GMED) Pricing Look Attractive After Recent Sideways Share Performance

If you are wondering whether Globus Medical at around US$88.09 is offering good value today, you are not alone in asking whether the current price properly reflects the business. The share price has been fairly steady over the past week with a 0.3% return, sits slightly lower over the last month with a 4.7% decline, and is up 0.9% year to date, while the 1 year and 3 year returns of 5.0% and 46.4% give longer term holders a different perspective on risk and reward. Recent coverage has...
NYSE:SBH
NYSE:SBHSpecialty Retail

A Look At Sally Beauty Holdings (SBH) Valuation After Recent Share Price Momentum

Recent return profile and business backdrop Sally Beauty Holdings (SBH) has drawn attention after a recent 1 day return of 7.16%, adding to gains of 0.99% over the past week and 3.82% over the past month. Over the past 3 months, the stock shows a 15.09% return, with a 12.63% year to date move and a 75.67% total return over the past year, set against a 3 year total return of a 4.67% decline and a 5 year total return of 3.95%. See our latest analysis for Sally Beauty Holdings. The recent 1 day...
NYSE:HCI
NYSE:HCIInsurance

Is HCI Group (HCI) Still Attractive After Recent Share Price Pullback?

If you are trying to figure out whether HCI Group at around US$157.96 is still good value or already priced for perfection, you are in the right place. The stock has seen mixed returns, with a 3.3% decline over the last 7 days, a 10.5% decline over the last 30 days, a 14.1% decline year to date, a 34.6% gain over the last year and a very large 3 year return of 215.5% alongside a 192.5% return over 5 years. Recent price moves often tie back to changing views on insurance risk, regulatory...
NasdaqGS:ARWR
NasdaqGS:ARWRBiotechs

Is Arrowhead’s Profit Surge and S&P MidCap 400 Move Altering The Investment Case For Arrowhead Pharmaceuticals (ARWR)?

Arrowhead Pharmaceuticals reported first-quarter 2026 results showing sales of US$264.03 million versus US$2.5 million a year earlier and net income of US$30.81 million, while also being added to the S&P MidCap 400 and its health care and biotechnology subsectors after leaving the S&P SmallCap 600. The move from a loss per share of US$1.39 to earnings of US$0.22, alongside index reclassification into the mid-cap benchmarks, highlights a rapid shift in Arrowhead’s scale and financial...
NasdaqGS:UPBD
NasdaqGS:UPBDSpecialty Retail

A Look At Upbound Group (UPBD) Valuation After Recent Share Price Moves

Upbound Group (UPBD) has attracted fresh attention after recent share moves, prompting investors to reassess its lease-to-own retail model, multi-segment footprint, and current valuation signals based on recent return and income metrics. See our latest analysis for Upbound Group. The recent 2.4% one-day share price return to US$20.31 comes after a 19.8% 90-day share price return and 17.1% year-to-date share price return, set against a 26.1% one-year total shareholder return decline and mixed...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

Is Duolingo’s (DUOL) User-First Focus Diluting Near-Term Bookings Guidance Power?

Morgan Stanley recently reiterated its positive stance on Duolingo while voicing caution ahead of the upcoming earnings report, citing the risk that initial fiscal year 2026 bookings guidance may lag analyst expectations as management emphasizes user growth. The broker also highlighted stabilizing daily active user trends and ongoing efforts to improve acquisition and retention, underlining how product and engagement initiatives remain central to Duolingo’s longer-term outlook. We’ll now...
NYSE:ADX
NYSE:ADXCapital Markets

Is ADX’s New AI-Focused Director Quietly Reframing the Fund’s Long-Term Strategy Narrative?

The Boards of Directors of Adams Diversified Equity Fund and Adams Natural Resources Fund recently elected Dr. Steven G. Chambers as an independent director, adding deep experience in educational technology and artificial intelligence to the Funds’ governance. This appointment underscores how a traditional closed-end equity fund is actively bringing AI and technology expertise into its oversight structure, reflecting the growing role of advanced analytics in asset management. We’ll now...
NYSE:CNS
NYSE:CNSCapital Markets

Is Cohen & Steers’ (CNS) Mutual-Fund-to-ETF Shift Redefining Its Active ETF Growth Ambitions?

Cohen & Steers has already moved to convert its actively managed Future of Energy mutual fund into an exchange-traded fund, aligning the product with the ETF structure favored by many investors. This shift underscores how even historically mutual-fund-focused managers are repositioning their product lineups as mutual-fund-to-ETF conversions reached a record level in 2025. Next, we’ll examine how converting the Future of Energy Fund into an ETF could influence Cohen & Steers’ active ETF...
NYSE:NEM
NYSE:NEMMetals and Mining

Why Newmont (NEM) Is Up 9.1% After Rising Earnings Hopes And Dividend Resilience Buzz

In recent days, Newmont has drawn attention as analysts highlighted stronger earnings expectations, firmer demand for precious metals amid geopolitical uncertainty, and the company’s upcoming February 19 earnings report as a key moment to gauge its exposure to higher gold and silver prices. An interesting angle is Newmont’s growing role in income-focused portfolios, with its inclusion in a high-dividend ETF and a relatively conservative payout ratio supporting perceptions of dividend...
NasdaqGS:TXG
NasdaqGS:TXGLife Sciences

Shrinking TTM Loss At 10x Genomics (TXG) Tests Bearish Earnings Narratives

10x Genomics FY 2025 earnings snapshot 10x Genomics (TXG) closed FY 2025 with Q4 revenue of US$166.0 million and a basic EPS loss of US$0.13, alongside trailing twelve month revenue of US$642.8 million and a TTM EPS loss of US$0.35 that keeps the focus squarely on the income statement. Over recent quarters the company has seen revenue range between US$149.0 million and US$172.9 million per quarter, with basic EPS swinging from a profit of US$0.28 in Q2 2025 to losses of US$0.28 in Q1, US$0.22...
NasdaqGS:HCSG
NasdaqGS:HCSGCommercial Services

A Look At Healthcare Services Group (HCSG) Valuation After 2025 Beat And New $75 Million Buyback

Healthcare Services Group (HCSG) is back in focus after beating its own 2025 targets for revenue, earnings, and cash flow, wrapping up a $50 million buyback early and approving a fresh $75 million repurchase plan. See our latest analysis for Healthcare Services Group. The latest earnings beat, fresh 2026 guidance and new buyback plan appear to have reset expectations. A 24.44% year to date share price return and a 99.17% 1 year total shareholder return point to rebuilding momentum after...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

Assessing DraftKings (DKNG) Valuation After Earnings Miss And Softer 2026 Revenue Outlook

What triggered the latest move in DraftKings (DKNG)? DraftKings (DKNG) reported fourth quarter 2025 results with US$1.99b in sales and US$136.43m in net income, and issued 2026 revenue guidance of US$6.5b to US$6.9b that disappointed the market. The stock sold off sharply after the release, as investors reacted to earnings per share that missed expectations and a revenue outlook that some viewed as signaling slower growth than previously hoped. See our latest analysis for DraftKings. At a...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Airbnb Bets On AI Customer Support To Shape Growth And Valuation

Airbnb (NasdaqGS:ABNB) is rolling out its proprietary AI customer service agent globally after strong Q4 results. The AI system currently handles about one third of customer service issues in North America, with broader deployment planned. The company has hired Ahmad Al-Dahle, an AI specialist from Meta, as its new CTO to lead this AI-focused shift. Airbnb runs a global platform that connects guests with short term stays and experiences, and Q4 results have given the company fresh room to...
NYSE:PRLB
NYSE:PRLBMachinery

Assessing Proto Labs (PRLB) Valuation After Record Revenue And Profitability Improvements

Why Proto Labs (PRLB) is Getting Fresh Attention Proto Labs (PRLB) is back on many investors’ screens after reporting record quarterly and annual revenue, coupled with improved profitability and a clear plan focused on long term growth and margin expansion. See our latest analysis for Proto Labs. That earnings beat and the plan to pursue selective acquisitions have gone hand in hand with strong momentum in the share price. A 30 day share price return of 25.81% and a 1 year total shareholder...
NasdaqGS:CDNS
NasdaqGS:CDNSSoftware

Cadence Design Systems (CDNS) Valuation Check After ChipStack AI Super Agent Launch And Renewed Investor Interest

Cadence Design Systems (CDNS) has put AI at the center of its story with the launch of the ChipStack AI Super Agent, an agentic workflow that automates front end chip design and verification. See our latest analysis for Cadence Design Systems. The ChipStack AI Super Agent launch comes as Cadence Design Systems’ share price has seen mixed momentum, with a 1-day share price return of 3.86% and a 7-day return of 5.62%, set against a 30 day share price return of 4.38% and a year to date share...
NYSE:SCHW
NYSE:SCHWCapital Markets

Altruist AI Tax Tool Puts Charles Schwab’s Fee Model In Focus

Altruist has launched an AI powered tax planning tool that is drawing attention across the wealth management industry. The development has sparked debate about how artificial intelligence could affect traditional firms such as Charles Schwab, NYSE:SCHW. Investor reaction has been strong, with questions around potential fee pressure and shifts in client relationships. For Charles Schwab, NYSE:SCHW, the discussion arrives at a time when the stock has seen mixed recent performance. Shares...