U.S. Energy Services Stock News

Enphase Energy recently began U.S. production shipments of its next-generation IQ EV Charger 2 and rolled out PowerMatch battery optimization technology in Europe, enhancing integration across solar, storage, and EV charging. Together, these launches push Enphase further into whole-home and small-business energy management, potentially increasing the usefulness of each installed system and deepening customer lock-in across its platform. Next, we'll examine how the IQ EV Charger 2 rollout...

Inspire Medical Systems (INSP) has been under pressure after revealing major stumbling blocks in the Inspire V launch, including underprepared treatment centers, billing software glitches, and excess inventory weighing on demand and earnings expectations. See our latest analysis for Inspire Medical Systems. The latest Inspire V setbacks come after a volatile stretch in which a sharp selloff following guidance cuts and multiple securities class actions left a 1 year total shareholder return of...

Heidrick & Struggles International (HSII) has quietly delivered strong multi year gains, with the stock up about 34% over the past year and more than doubling in the past 3 years. See our latest analysis for Heidrick & Struggles International. With the latest share price at $58.97 and a standout 90 day share price return of 17.07 percent, the recent move looks like a continuation of the strong multi year total shareholder return rather than a short lived bounce. This suggests momentum is...

EchoStar (SATS) is back on traders radar after gaining about 12% as SpaceX moves toward a secondary share sale at a sharply higher valuation, instantly making the EchoStar stake materially more valuable. See our latest analysis for EchoStar. The latest pop builds on a powerful run, with the share price up sharply year to date and a strong 1 year total shareholder return. This suggests momentum is clearly building as the market reassesses EchoStar’s upside from its SpaceX exposure and balance...

Ryan Specialty Holdings (RYAN) just rolled out a new public sector focused managing general underwriter while drawing fresh attention from Wall Street, a combination that quietly reshapes how investors are thinking about the stock. See our latest analysis for Ryan Specialty Holdings. Despite the launch of Ryan Specialty Public Entity and other strategic moves such as the Financial Lines rebrand, the stock has lost ground recently, with a negative year to date share price return. However, the...

SPX Technologies (SPXC) has been on a strong multi year run, and its recent pullback is catching investor attention. With the shares still up sharply this year, the question is whether the dip offers reasonable value. See our latest analysis for SPX Technologies. After a sharp run earlier in the year, SPX Technologies’ 7 day and 30 day share price pullback looks more like a breather than a reversal, especially given its strong year to date share price return and standout multi year total...

Recently, Callodine Capital increased its investment in Spectrum Brands Holdings by acquiring an additional 360,898 shares, making the company its largest portfolio holding at nearly 8% and reinforcing confidence in Spectrum’s ongoing share buyback program funded by prior asset sales. This heightened institutional backing, combined with Spectrum’s exploration of a potential divestiture of its home and personal goods unit, highlights a concerted effort to reshape the portfolio and potentially...

G-III Apparel Group recently announced that it would release its third quarter fiscal 2026 results on December 9, 2025, accompanied by a management conference call and webcast for investors. At the same time, multiple research firms reiterated constructive views on the company, underscoring confidence in its brand transformation and recent operating performance despite macro and tariff pressures. Now, we’ll explore how upbeat analyst commentary around recent performance could influence...

Wondering if General Motors is still a value play after its big run up, or if you have already missed the best of the upside? This breakdown is designed to help you separate genuine value from simple momentum. GM shares closed at $76.05 after climbing 3.4% over the last week, 10.6% over the past month, and an impressive 48.0% year to date, building on 43.9% gains over 1 year, 105.0% over 3 years, and 88.0% over 5 years. Much of this strength has been tied to investors rotating back into...

Rivian Automotive (RIVN) is back in the spotlight after announcing a recall of nearly 35,000 electric delivery vans in the U.S. over a seat belt pretensioner cable issue, raising fresh questions about execution and long term upside. See our latest analysis for Rivian Automotive. Even with the recall noise, investors have been leaning back toward the story. A roughly 35% year to date share price return and a 38% one year total shareholder return suggest momentum is rebuilding rather than...

In the recent quarter, Q2 Holdings reported annual recurring revenue of US$888.4 million, growing 11.3% year on year, while analysts now project revenue growth of 10.7% over the next 12 months amid intensifying competition. An important takeaway is that Q2’s average gross margin of 53.4% over the last year remains relatively low for a software company, suggesting structurally higher infrastructure costs and ongoing profitability pressures. We’ll now examine how slowing annual recurring...

GitLab (GTLB) just delivered third quarter numbers that topped expectations, but the stock reaction has been choppy as investors weigh strong subscription growth against a cooler revenue outlook for the coming quarter. See our latest analysis for GitLab. The stock tells a more cautious story than the business does. The year-to-date share price return is down about 33 percent and the 1-year total shareholder return is off roughly 44 percent. This suggests momentum has clearly faded as...

Post Holdings has recently completed a private offering of US$1.30 billion 6.50% senior unsecured notes due 2036 and used the proceeds to fund the planned redemption of US$1,235.0 million 5.50% senior notes due 2029 at 101.833% of principal, plus accrued interest. This refinancing extends Post's debt maturity profile while increasing its interest burden, and sits alongside a new US$500 million, two-year share repurchase authorization that could reshape its capital structure. We’ll now...

WisdomTree (WT) just rolled out its Equity Premium Income Digital Fund, pairing a traditional put write strategy with blockchain based tokenization, and that mix is exactly what has investors rechecking their assumptions on the stock. See our latest analysis for WisdomTree. The launch of the digital premium income fund comes as WisdomTree’s 1 day share price return of 1.86 percent and 7 day share price return of 4.08 percent hint that sentiment is stabilising after a tougher 90 day stretch...

Adobe (ADBE) popped about 6% in afternoon trading after management emphasized its hefty share repurchase program, lifting investor confidence heading into the upcoming fourth quarter earnings report. See our latest analysis for Adobe. The latest 1 day share price return of 5.33 percent, taking Adobe to 346.26 dollars, stands in stark contrast to its 21.48 percent year to date share price decline and 37.38 percent 1 year total shareholder return. This suggests that today’s optimism around...

Lumentum Holdings (LITE) just delivered a standout quarter powered by AI infrastructure demand, and options markets quickly responded, with bullish call activity and Power Inflow signals hinting at shifting expectations for the stock. See our latest analysis for Lumentum Holdings. That excitement is showing up clearly in the tape, with a roughly 42% 1 month share price return and a powerful 256.97% 1 year total shareholder return, signaling momentum that traders are now trying to front run...

Neogen recently moved to simplify its portfolio and accelerate deleveraging by divesting lower-quality businesses tied to its 2022 merger with 3M’s Food Safety division, while working through the final stages of integration. This shift, driven by new leadership and a tighter focus on higher-growth areas such as bovine-related products, highlights a push to improve operational efficiency and concentrate resources on the company’s strongest food and animal safety franchises. We’ll now examine...

On 2 December 2025, Azenta, Inc. disclosed that it would miss the SEC deadline for filing its next Form 10-K annual report, signaling a delay in its formal financial disclosures. This kind of filing delay can heighten investor scrutiny of the company’s financial reporting processes, internal controls, and overall transparency at a sensitive time for life sciences businesses. We’ll now explore how Azenta’s delayed 10-K filing may affect the previously outlined investment narrative,...

Roku (ROKU) slipped after Cathie Wood's ARK Invest trimmed its position for a second straight day, extending a string of high profile stock sales that now includes earlier disposals by Roku's CEO. See our latest analysis for Roku. Even with ARK trimming its stake and a recent software glitch weighing on sentiment, Roku’s share price still shows a solid year to date rebound. It has a 34.4% year to date share price return and a 3 year total shareholder return of 93.5%, suggesting longer term...

Allegro MicroSystems (ALGM) rose about 4% after Wall Street largely lined up on the bullish side, with a clear majority of analysts signaling confidence in the chip designer’s longer term growth story. See our latest analysis for Allegro MicroSystems. The latest uptick builds on a solid year to date, with a roughly 28% year to date share price return and a 1 year total shareholder return near 38% pointing to strengthening momentum as confidence in Allegro’s growth story improves. If this kind...

In early December 2025, Science Applications International Corporation reported Q3 results with revenue of US$1.87 billion and net income of US$78 million, raised its full-year 2026 revenue guidance, completed a US$407.16 million buyback covering 7.83% of shares, and declared a quarterly dividend of US$0.37 per share payable in January 2026. Amid softer year-on-year sales, SAIC’s improved earnings guidance, meaningful share repurchases, growing defense contract wins, and commitment to...

Campbell's (CPB) has been a frustrating hold lately, with the stock drifting lower despite steady revenue and improving profits. That disconnect between lukewarm share performance and underlying results is what makes the setup interesting. See our latest analysis for Campbell's. The share price has slipped to about $29.60, and that weak 90 day share price return of around negative 13 percent and three year total shareholder return near negative 41 percent suggest momentum is still fading...

Paycom Software (PAYC) has been under pressure lately, with shares down around 10% over the past month and roughly 26% in the past 3 months, prompting fresh questions about its valuation. See our latest analysis for Paycom Software. Zooming out, the stock’s recent slide sits on top of a much tougher backdrop, with a negative 1 year total shareholder return and a steep 3 year total shareholder return decline suggesting momentum has been fading despite ongoing revenue and profit growth. If...

Donnelley Financial Solutions recently reported weakening gross and net retention, with its flagship ActiveDisclosure software showing slower annual recurring revenue growth amid intensifying competition. The fading benefit from earlier regulatory tailwinds and rising pressure from rivals such as Workiva raise fresh questions about DFIN’s ability to shift more of its business to higher-margin software. Next, we’ll consider how deteriorating retention for ActiveDisclosure may alter Donnelley...