U.S. Energy Services Stock News

NYSE:GNRC
NYSE:GNRCElectrical

Does Jim Cramer’s Praise of Generac’s B2B Pivot Reframe the Data Center Story for GNRC?

Recently, CNBC host Jim Cramer highlighted Generac Holdings’ shift from a business-to-consumer focus toward business-to-business customers, emphasizing its role in supplying backup generators, battery storage systems, and smart home energy solutions amid a period of fewer natural-disaster-driven sales. His characterization of Generac as moving “from the moon to the stars” underscores how strongly some commentators view the company’s business model transition and growth potential beyond...
NYSE:MAS
NYSE:MASBuilding

A Look At Masco (MAS) Valuation After Recent Share Price Pullback

Why Masco is on investors’ radar today Masco (MAS) has caught attention after a period where the share price showed mixed moves, with a small 1 day decline, a pullback over the past week, yet gains over the past month and past 3 months. See our latest analysis for Masco. At a share price of US$71.62, Masco’s recent pullback, including a 1 day share price return of 1.08% decline and 7 day share price return of 4.7% decline, sits against a year to date share price return of 11.09% and a 3 year...
NasdaqGS:ACIW
NasdaqGS:ACIWSoftware

ACI Worldwide’s First UK Connetic Bank Win Tests Cloud Payments Thesis

ACI Worldwide (NasdaqGS:ACIW) has secured the first UK retail bank deployment of its unified cloud-native payment platform, ACI Connetic. The UK bank will use ACI Connetic to run multiple payment schemes on a single SaaS platform. The deployment marks a new reference customer for ACI Connetic within the UK payments market. For ACI Worldwide, a long time provider of real time and card payment software, this first UK retail bank win for ACI Connetic highlights current areas of spending on...
NYSE:NEM
NYSE:NEMMetals and Mining

Is Newmont (NEM) Pricing In Too Much Optimism After Its 208% One Year Rally

If you are wondering whether Newmont's share price still reflects its real worth after a strong run, this article will walk you through how its current price lines up with different ways of thinking about value. The stock last closed at US$130.00, with a 6.4% gain over the past 7 days, a 1.5% decline over 30 days, a 28.4% return year to date, a 208.6% return over 1 year, a 215.4% return over 3 years, and a 165.7% return over 5 years. Recent coverage around Newmont has focused on it as a...
NYSE:BXP
NYSE:BXPOffice REITs

BXP (BXP) Is Down 5.4% After Q4 Miss and Mixed Asset Moves – What’s Changed?

In the past week, BXP reported Q4 2025 results that missed FFO per share estimates as higher expenses weighed on performance despite revenue growth, while completing several asset sales and acquiring a Washington, DC site for planned redevelopment into a premium workplace. At the same time, analysts have grown more cautious on the office REIT, with several firms trimming their outlooks following BXP’s mixed quarter and expense pressures. With higher expenses pressuring results and analysts...
NYSE:IVZ
NYSE:IVZCapital Markets

Is Invesco (IVZ) Stock Pricing In Too Much Optimism After Its Strong Three Year Run

If you are wondering whether Invesco's current share price really reflects its fundamentals, you are not alone. This article focuses squarely on what you might be paying for and what you are getting. Invesco's stock closed at US$26.26, with returns of 57.2% over 1 year and 68.9% over 3 years, even as the last 7 days, 30 days and year to date show declines of 0.8%, 4.7% and 2.5% respectively. Recent coverage around Invesco has focused on its position in asset management and how investors view...
NYSE:IMAX
NYSE:IMAXEntertainment

IMAX Record Box Office And Expansion Raise Questions For Investors

IMAX (NYSE:IMAX) reports a record 2025 global box office of US$1.28b. The company cites year on year growth in both revenue and operating margin for 2025. Local language films and international markets are highlighted as key content and growth drivers. IMAX expands its footprint in underpenetrated markets, including Japan, Australia, France, and Germany, with more system installations. A new partnership with Apple TV will bring live Formula 1 races into IMAX theaters. For investors watching...
NYSE:AOS
NYSE:AOSBuilding

Do A. O. Smith’s Commercial Pivot and Control Acquisitions Reshape Its Core Investment Narrative (AOS)?

In late February 2026, analysts at Goldman Sachs and Stifel updated their research on A. O. Smith, highlighting the company’s improving profitability, resilient commercial water heater and boiler performance, and mixed quarterly results alongside macro headwinds and housing-related pressures. CEO Steve Shafer’s emphasis on record EPS in 2025 and the portfolio-expanding acquisitions of Leonard Valve and Heat-Timer underscored a shift toward higher-growth, higher-margin opportunities in...
NYSE:PPL
NYSE:PPLElectric Utilities

Assessing PPL (PPL) Valuation After US$1b Offering Earnings Beat Dividend Hike And Upgraded Guidance

PPL (PPL) is in focus after completing a US$1b composite units offering and reporting fresh earnings, dividend, and guidance updates, giving investors several new data points to consider on the stock. See our latest analysis for PPL. PPL’s latest earnings, dividend increase, and US$1b composite units offering arrive after a period of steady gains, with an 11.02% year to date share price return and a 67.25% five year total shareholder return. This suggests momentum has been building rather...
NasdaqGS:BILI
NasdaqGS:BILIInteractive Media and Services

Assessing Bilibili (BILI) Valuation As Mixed Momentum Meets High Earnings Multiple

Bilibili (BILI) has been on many watchlists after its recent share performance, with the price closing at US$27.90. Short term returns have been mixed, while longer horizons show very different outcomes. See our latest analysis for Bilibili. The recent pullback, with a 1 day share price return of a 2.0% decline and a 30 day share price return of a 22.33% decline from US$27.90, contrasts with a 1 year total shareholder return of 37.17%. This suggests longer term sentiment has been more...
NYSE:TKR
NYSE:TKRMachinery

The Bull Case For Timken (TKR) Could Change Following New Buyback And Humanoid Robotics M&A Focus

The Timken Company recently authorized a share repurchase program for up to 10,000,000 shares through February 28, 2031, while also signaling continued interest in mergers and acquisitions, including opportunities linked to humanoid robotics. By pairing a long-duration buyback plan with an active M&A agenda, Timken is emphasizing both capital return and portfolio expansion as key priorities. Next, we’ll examine how Timken’s long-term share repurchase authorization could reshape its existing...
NYSE:TWLO
NYSE:TWLOIT

Is Twilio (TWLO) Pricing Look Attractive After Mixed Multi Year Share Performance

If you are wondering whether Twilio shares are attractively priced or still carry too much risk, you are not alone. This article is designed to help you make sense of where the current valuation sits. Twilio last closed at US$120.96, with a 6.9% return over the past week, an 11.0% decline over the past month, and year to date and 1 year returns of a 12.6% decline and 0.9% respectively, alongside a 63.7% gain over 3 years and a 64.1% decline over 5 years. These mixed returns sit against a...
NYSE:ICE
NYSE:ICECapital Markets

Intercontinental Exchange Explores Blockchain Settlement As Valuation Signals Mixed Price Gap

Intercontinental Exchange (NYSE:ICE) is building a blockchain based settlement platform aimed at institutional markets. The project is designed to support 24/7 trading and settlement using stablecoins as payment rails. ICE plans to apply the platform to workflows such as settlement, reconciliation and collateral management. Intercontinental Exchange runs major exchanges and clearing houses, including the New York Stock Exchange, so any change to its core plumbing can matter for how markets...
NYSE:ARX
NYSE:ARXInsurance

Accelerant Refreshes Legal And Investor Relations Leadership As Story Evolves

Accelerant Holdings (NYSE:ARX) appointed Cliff Jenks as General Counsel and Corporate Secretary, succeeding founding executive Nancy Hasley, who is retiring. The company also created a new Head of Investor Relations role, naming Ray Iardella to lead engagement with shareholders and the market. These leadership changes focus on legal governance and investor communications, two areas that are central to how the company presents itself to public markets. Accelerant Holdings, trading at around...
NYSE:RYAN
NYSE:RYANInsurance

Does Patrick Ryan’s Insider Share Purchase Change The Bull Case For Ryan Specialty (RYAN)?

Earlier this week, Director Patrick G. Jr. Ryan purchased 25,865 shares of Ryan Specialty Holdings in a single transaction, following a period of mixed quarterly earnings and softer guidance. This insider buying, combined with analysts largely maintaining their overall outlook, highlights a tension between near-term margin pressure and longer-term confidence in the business model. We’ll now explore how Patrick G. Jr. Ryan’s insider purchase shapes Ryan Specialty’s existing investment...
NYSE:GLW
NYSE:GLWElectronic

Corning Meta Deal Places Optical Communications At Heart Of AI Buildout

Corning (NYSE:GLW) has entered a multi year, US$6b agreement to supply fiber optics for Meta Platforms' AI data centers. The company recently reported Q4 results that were described as an earnings beat alongside revised upward growth projections. Management highlighted a multi year structural shift in demand for its optical communications segment tied to generative AI adoption. For you as an investor, this puts Corning's core optical communications business at the center of a large build...
NYSE:SMA
NYSE:SMASpecialized REITs

Assessing SmartStop Self Storage REIT (SMA) Valuation After Recent Share Price Momentum

Why SmartStop Self Storage REIT is on investors’ radar today SmartStop Self Storage REIT (SMA) has drawn attention after recent share price moves, with the stock up around 7% over the past month and roughly 2% over the past 3 months. See our latest analysis for SmartStop Self Storage REIT. At a share price of US$33.35, SmartStop Self Storage REIT has a 1 day share price return of 1.06%. Its 30 day and year to date share price returns of 7.10% and 8.42% suggest momentum has been building...
NYSE:VSH
NYSE:VSHElectronic

What Vishay Intertechnology (VSH)'s New VOx619A Energy‑Efficient Optocouplers Mean For Shareholders

In February 2026, Vishay Intertechnology introduced its VOx619A phototransistor optocoupler series, featuring low 0.5 mA forward current, high linear current transfer ratio over temperature, and operation up to +125 °C across four isolation-focused package options for industrial, telecom, and consumer uses. The combination of higher temperature tolerance, more consistent signal transfer, and lower power consumption positions these optocouplers as a way to support more efficient,...
NasdaqGS:NTRA
NasdaqGS:NTRABiotechs

Natera (NTRA) Q4 Profit Sparks Questions Around Bullish Earnings Turnaround Narrative

Natera (NTRA) just closed out FY 2025 with fourth quarter revenue of US$665.5 million and basic EPS of US$0.34, alongside trailing twelve month revenue of about US$2.3 billion and a TTM basic EPS loss of US$1.52. The company has seen quarterly revenue move from US$476.1 million in Q4 2024 to US$665.5 million in Q4 2025, while quarterly basic EPS shifted from a loss of US$0.41 in Q4 2024 to EPS of US$0.34 in Q4 2025. This sets up a results season where investors are focused squarely on how...
NasdaqGS:NCNO
NasdaqGS:NCNOSoftware

Assessing nCino (NCNO) Valuation After Fresh JPMorgan And Barclays Analyst Revisions

Recent analyst updates on nCino (NCNO) have put a fresh spotlight on the stock, as JPMorgan and Barclays revisited their views in light of sector headwinds and rapid AI adoption risks across software. See our latest analysis for nCino. Those analyst comments arrive after a sharp reset in sentiment, with nCino’s share price showing a 30 day return of 30.52% and a year to date share price return of 34.52%. The 1 year total shareholder return of 48.45% and 5 year total shareholder return of...
NYSE:BKSY
NYSE:BKSYProfessional Services

BlackSky Technology (BKSY) Deepens Rocket Lab Ties and Grows Gen-3 Backlog Is Its Moat Emerging?

In February 2026, Rocket Lab USA announced a new multi-launch agreement with BlackSky Technology, adding four dedicated Electron missions to deploy BlackSky’s AI-enabled Gen-3 Earth observation satellites and bringing their total launches together to 17 since 2019. BlackSky also reported fourth-quarter 2025 results showing year-over-year revenue growth to US$35.21 million and a sharply reduced quarterly net loss to US$0.87 million, alongside fresh 2026 revenue guidance and sizeable new Gen-3...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Reassessing Amazon.com (AMZN) After 121% Three Year Rally And Recent Share Price Pullback

If you are wondering whether Amazon.com is still a reasonable entry at around US$209.97, the key question is whether the current price reflects its underlying business value. After a 121.3% return over 3 years but a 13.6% decline over the past 30 days and a 7.3% decline year to date, some investors are reassessing both the growth potential and the level of risk they are taking on with Amazon.com. Recent news flow around Amazon.com has continued to focus on its role as a large e commerce and...
NYSE:ARW
NYSE:ARWElectronic

Arrow Electronics Taps NomAIzo To Push Deeper Into Edge To Cloud AI

eInfochips, a subsidiary of Arrow Electronics (NYSE:ARW), has launched NomAIzo, a suite of AI-focused platforms, frameworks, and services. NomAIzo is designed to help customers accelerate edge to enterprise AI adoption across use cases from devices to the cloud. The launch expands Arrow Electronics' presence in AI and high tech engineering services by broadening its edge to cloud offering. For you as an investor, NomAIzo ties directly into what Arrow Electronics already does across...
NasdaqGS:LAMR
NasdaqGS:LAMRSpecialized REITs

How Lamar’s Expanded Buyback and Dividend Plans Will Impact Lamar Advertising (LAMR) Investors

Lamar Advertising recently declared a past quarterly cash dividend of US$1.60 per share, payable on March 31, 2026, and extended its stock and debt repurchase programs, each authorizing up to US$250.00 million through September 30, 2027. These moves highlight management’s focus on returning capital to shareholders while signaling confidence in the company’s balance sheet and cash-generation capacity. Now we’ll examine how the extended stock repurchase authorization influences Lamar’s...