U.S. Energy Services Stock News

Why Fortinet is on investors’ radar today Fortinet (FTNT) is back in focus after a stretch of weaker share performance, with the stock showing negative returns over the past month, past 3 months, and year, even as longer term returns remain positive. That gap between recent weakness and multi year gains is prompting investors to reassess what they are paying for a business that reports US$6,554.7m in revenue and US$1,873.6m in net income, alongside a current value score of 5. See our latest...

Recent share performance and what it might signal PTC (PTC) has recently traded under pressure, with the share price showing a 3.4% decline over the past day, 4.9% over the past week, and about 9.6% over the past month. Over the past 3 months, the stock is down roughly 20.6%, while the year-to-date move is a 5.3% decline and the past 1-year total return is a 14.3% decline, setting a cautious backdrop for investors. See our latest analysis for PTC. With the latest share price at $161.11, PTC’s...

Recent share performance and business snapshot Wix.com (WIX) has recently seen weaker share performance, with returns over the past month, past 3 months and year all in negative territory. This naturally draws attention to its underlying business metrics. The company reports annual revenue of US$1.93b and net income of US$138.9m, with annual revenue growth of 11.0% and net income growth of 24.7%. These figures give investors concrete data to weigh against the recent share price pullback. See...

General Dynamics recently secured a US$988 million U.S. Navy contract to modernize C5ISR networks across ships, aircraft, and land-based stations, reinforcing its role as a key defense technology provider. This award, combined with ongoing contract wins in both defense and Gulfstream business jets, highlights the breadth and resilience of General Dynamics’ diversified revenue base. Next, we’ll examine how this major C5ISR modernization contract shapes General Dynamics’ investment narrative...

Similarweb (SMWB) is back on investor radars after announcing a collaboration with autonomous AI platform Manus, giving Manus agents direct access to Similarweb’s web traffic and engagement data for marketing analysis. See our latest analysis for Similarweb. The Manus partnership comes at a weaker moment for the stock, with a 1 day share price return of a 4.1% decline and a 30 day share price return of a 15.6% decline. The 1 year total shareholder return of a 62.2% decline points to pressure...

Karooooo Ltd. reported its third-quarter and nine-month results to November 30, 2025, showing higher sales of ZAR 1,409.83 million and ZAR 4,030.74 million respectively, alongside increased net income and earnings per share compared with the same periods a year earlier. An interesting takeaway is that both basic and diluted earnings per share from continuing operations moved in lockstep, rising to ZAR 8.55 for the quarter and ZAR 24.98 for the nine months, suggesting limited dilution from...

Cisco Systems (NasdaqGS:CSCO) has agreed a multi year partnership with Georgetown University to deploy one of the largest Wi Fi 7 rollouts in higher education. The project aims to modernize campus connectivity and support data heavy applications for students, faculty, and research programs. Separately, Cisco has entered into an AI infrastructure partnership with Sharon AI focused on customers in Australia and the wider Asia Pacific region. The Sharon AI collaboration is designed to support...

Earlier in January 2026, Biohaven reported encouraging early clinical experience from its proprietary MoDE™ and TRAP™ extracellular protein degrader platforms, showing rapid removal of disease-causing proteins and associated clinical improvements in IgA nephropathy and Graves’ disease, alongside continued progress in its broader neurology and rare disease pipeline. The company also used its presentation at the 44th Annual J.P. Morgan Healthcare Conference to spotlight these first-in-class...

What sparked the latest move in Nova (NasdaqGS:NVMI)? The recent move in Nova (NasdaqGS:NVMI) was largely tied to Taiwan Semiconductor Manufacturing Co.'s stronger than expected quarterly results. These results reinforced market confidence in demand for AI focused chips and equipment suppliers. See our latest analysis for Nova. Beyond the TSMC driven move, Nova’s recent momentum has been strong, with a 30 day share price return of 40.04% and a 1 year total shareholder return of 74.90%, while...

Without a specific news catalyst in play, Medline (MDLN) is drawing investor attention after recent share price moves and solid reported fundamentals, including annual revenue of US$27.4b and net income of US$1.3b. See our latest analysis for Medline. With the share price at US$44.15, Medline’s recent 7 day share price return of 3.03% and 30 day share price return of 6.00% suggest momentum has been building in the year to date, where the share price return stands at 8.69%. If Medline’s move...

Smead Value Fund has reduced its position in Simon Property Group, while keeping the company as a significant holding. The change reflects an adjustment in Smead’s portfolio exposure to NYSE:SPG rather than a full exit. For investors watching Simon Property Group at a share price of $184.32, this move from Smead Value Fund puts fresh attention on how large funds are handling exposure to NYSE:SPG. The stock has returned 10.1% over the past year, with longer term figures of 72.8% over 3 years...

In recent days, NuScale Power has highlighted a positive techno-economic assessment showing its small modular reactors could offer profitable, reliable power for chemical plants, alongside a new framework agreement with ENTRA1 Energy that outlines potential future project investment. Together, the independent assessment and ENTRA1 collaboration underscore NuScale’s shift from pure development toward practical commercial use cases in heavy industry. Next, we’ll explore how this progress...

Dycom Industries (NYSE:DY) has agreed to acquire Power Solutions in a deal described as transformational for its business mix. The transaction expands Dycom's reach into data center related services, adding a new revenue stream alongside its existing telecom and infrastructure work. Following the announcement, several analysts issued supportive commentary, citing the broader revenue base and potential business advantages from the acquisition. For you as an investor, the key point is that...

3M (MMM) has wrapped up FY 2025 with fourth quarter revenue of US$6.1b and basic EPS of US$1.08, alongside trailing 12 month revenue of US$24.9b and EPS of US$6.05 that frame how the latest results sit in a broader earnings picture. The company has seen quarterly revenue move from US$6.0b in Q4 2024 to US$6.1b in Q4 2025, while basic EPS shifted from US$1.34 to US$1.08 over the same period, setting a mixed backdrop for any discussion of earnings quality and momentum. With trailing net profit...

Recent sector commentary has put steel demand in the spotlight, and Cleveland-Cliffs (CLF) is right in the middle of that discussion. The stock has also attracted attention after recent margin focused operational changes. See our latest analysis for Cleveland-Cliffs. The recent optimism around steel demand and Cleveland-Cliffs’ margin actions has coincided with a 7 day share price return of 5.16% and a 90 day share price return of 8.08%, while the 1 year total shareholder return of 39.25%...

Brand loyalty recognition and sustainability push as an investment trigger Levi Strauss (LEVI) has drawn fresh investor attention after topping a major apparel brand loyalty ranking and rolling out its Wear Longer Project, a national program centered on clothing repair, customization, and sustainability education. See our latest analysis for Levi Strauss. Despite the positive brand news, Levi Strauss’ recent share price performance has been subdued, with a 1-day share price return decline of...

In recent weeks, IREN secured a US$9.70 billion, five-year AI cloud infrastructure deal with Microsoft and attracted multiple analyst upgrades highlighting its expanding data center and GPU footprint. Although the Microsoft agreement underpins a multiyear AI infrastructure buildout, IREN currently generates limited AI cloud revenue, meaning meaningful monetization may take time to emerge. Next, we’ll explore how the Microsoft AI cloud contract’s scale and long buildout horizon shape IREN’s...

Gilead Sciences (NasdaqGS:GILD) received FDA approval for Yeztugo, a twice-yearly injectable for HIV prevention. The company has started the commercial rollout of Yeztugo, adding a new product to its HIV prevention portfolio. Leadership reiterated a focus on value-creating bolt-on acquisitions to supplement Gilead’s existing pipeline. For investors watching Gilead Sciences, the FDA approval and launch of Yeztugo puts fresh attention on the company’s HIV franchise. Gilead has long been...

eToro Group Ltd. has announced it will release its fourth quarter and full year 2025 results before the market opens on February 17, 2026, followed by an investor webcast including a Q&A session with management. This format, which invites the most-upvoted questions from shareholders and analysts, highlights an emphasis on direct investor engagement and transparency around upcoming financial disclosures. Next, we’ll examine how the upcoming earnings release and interactive investor webcast...

Amylyx Pharmaceuticals (AMLX) has drawn fresh attention after selecting AMX0318, a long-acting GLP-1 receptor antagonist for post-bariatric hypoglycemia and other rare diseases, as its latest development candidate following extensive preclinical work. See our latest analysis for Amylyx Pharmaceuticals. The AMX0318 update comes after a sharp swing in sentiment, with a 1-day share price return of 15.73% and a 7-day share price return of 31.35% at a last close of $16.55. Over the past year, the...

If you are looking at CoreWeave and wondering whether the recent excitement is already priced in, this article will walk through what the current market price might be implying about its value. CoreWeave shares last closed at US$95.22, with returns of 8.8% over the past 7 days, 14.7% over 30 days, and 20.0% year to date, which has put the stock firmly on many investors' watchlists. Recent headlines around CoreWeave have focused on its role in the high performance computing and AI...

CleanSpark (NasdaqCM:CLSK) has agreed to acquire a large tract of land in Brazoria County, Texas, to support new power infrastructure. The site is intended to provide substantial power capacity for artificial intelligence and high performance computing customers, alongside Bitcoin mining. The transaction marks a shift in CleanSpark's business focus toward broader data center infrastructure in a key Texas power region. CleanSpark, trading at $12.76 per share, is increasingly positioning...

In early January 2026, Oklo announced a partnership with Meta to advance a 1.2 GW nuclear power campus in Pike County, Ohio, alongside a separate U.S. Department of Energy agreement to build a radioisotope pilot facility under the Reactor Pilot Program. Together, these deals position Oklo at the junction of clean data center power and domestic medical isotope production, expanding its potential customer base beyond utilities. Next, we’ll examine how Meta’s prepayment-backed Ohio project...

Wondering if Air Lease is still good value at around US$64, or if the easy gains are already gone? This article will help you size up the stock through a clear valuation lens. Air Lease shares recently closed at US$64.33, with returns of 0.0% over 7 days, 0.3% over 30 days, 0.3% year to date, 37.9% over 1 year, 54.0% over 3 years, and 67.7% over 5 years. These figures may catch the eye of investors tracking longer term moves. Recent news around global air travel demand, fleet expansion plans...