U.S. Energy Services Stock News

Recent commentary on Solaris Energy Infrastructure (SEI) has focused on its role in supplying off grid power to data centers, with roughly 900 MW of open capacity that could be contracted in the coming year. See our latest analysis for Solaris Energy Infrastructure. At a latest share price of $52.9, Solaris Energy Infrastructure has seen a 5.25% 1 day share price return and 14.75% 7 day share price return, alongside a 1 year total shareholder return of 83.5% and a very large 5 year total...

Why Floor & Decor Is Back On Investors’ Radar Floor & Decor Holdings (FND) has attracted fresh attention after a choppy stretch for the share price, with recent returns mixed across different time frames and investors reassessing what the current valuation implies. See our latest analysis for Floor & Decor Holdings. The recent 1-day share price return of 1.41% and 7-day gain of 4.09% come after a 90-day share price decline of 9.42%. The 1-year total shareholder return decline of 32.86% and...

Banc of California (BANC) has drawn fresh attention after recent share moves, with the stock last closing at $19.84. Investors are weighing this pricing against the bank’s current earnings profile and valuation signals. See our latest analysis for Banc of California. Recent price moves fit into a stronger run for Banc of California, with a 90 day share price return of 12.03% and a 1 year total shareholder return of 29.77%, suggesting momentum has been building rather than fading. If this kind...

Board resignation and recent capital allocation moves NRG Energy (NRG) recently drew investor attention after director Kevin T. Howell resigned from the board, coinciding with fresh capital allocation moves that include a new buyback authorization and a higher dividend. Howell informed the board on January 2, 2026 of his decision to step down immediately to pursue another opportunity. NRG stated that his resignation was not linked to any disagreement regarding the company’s operations,...

Crinetics Pharmaceuticals recently reported unaudited, preliminary U.S. net product revenue of over US$5,000,000 from fourth‑quarter 2025 sales of newly launched acromegaly drug PALSONIFY, alongside positive Phase 2 cohort 4 data for its investigational CAH therapy atumelnant. Early PALSONIFY launch metrics, more than 200 enrollment forms, over 125 unique prescribers, and encouraging payer reimbursement patterns, highlight growing clinical and commercial traction in endocrine disease...

At CES 2026, which took place earlier this week, Brunswick Corporation showcased its most comprehensive marine technology lineup yet, including AI-powered autonomous boating systems, connected helm simulators, high-performance electric propulsion concepts, and the global launches of the new Sea Ray SLX, NAVAN C30, and FLITE RACE eFoil. This breadth of innovation signals that Brunswick’s ACES strategy, Autonomous/Assisted, Connected, Electrified, Shared, is moving from concept to commercially...

Recent commentary around EnerSys (ENS) has focused on rising demand for energy storage and data center power tied to electrification and AI, which is putting fresh attention on how the stock’s current consolidation might appeal to patient investors. See our latest analysis for EnerSys. The recent interest in EnerSys around energy storage and AI linked data center demand has coincided with strong share price momentum, with a 90 day share price return of 35.21% feeding into a 1 year total...

Rosen Law Firm has reminded investors that a January 12, 2026 deadline applies to a securities fraud class action against Stride, Inc., alleging misleading statements and omissions about products, services, and enrollment figures between October 22, 2024 and October 28, 2025. The lawsuit centers on claims that Stride inflated enrollment numbers through “ghost students,” overlooked compliance obligations, and later disclosed customer experience issues that coincided with reduced enrollment...

GRAIL recently reported that its Galleri multi-cancer early detection test achieved a 61.6% positive predictive value in the Pathfinder 2 clinical study, while also announcing a US$110 million investment and exclusive Asian distribution agreement with Samsung for Galleri, including South Korea. This combination of encouraging clinical performance and Samsung’s regional backing highlights how both medical validation and distribution reach are becoming central to GRAIL’s commercial...

In its recent earnings update, Fair Isaac Corporation reported revenue growth of 13.6% year on year but issued cautious full-year guidance that fell short of analyst expectations and included a slight miss on annual recurring revenue estimates. This softer outlook contrasts with generally strong sector conditions and comes as Fair Isaac pushes to broaden its core FICO Score franchise into AI-driven decision engines amid intensifying competition from fintechs and alternative scoring...

If you are wondering whether PayPal Holdings at around US$59.29 is pricing in too much pessimism or quiet potential, you are not alone. The stock is roughly flat over the last week at a 0.3% gain, slightly lower over the past month with a 4.8% decline, modestly higher year to date at 2.0%, yet still 32.4% lower over 1 year and 75.0% lower over 5 years. This raises fair questions about how the current price lines up with its fundamentals. Recent headlines have continued to focus on PayPal's...

Kinsale Capital Group recently reported that its net premiums earned have grown at an annualized rate of 23.8% over the last two years, reflecting rapid expansion in high-risk insurance segments that many traditional carriers avoid. This acceleration in premium growth has contributed to faster capital accumulation and higher book value per share, underscoring how Kinsale is building equity value by focusing on complex, underserved risks. With this strong premium growth and market share...

In recent days, Navitas Semiconductor Corp. announced a refocus on higher-power customers and revenue, streamlining its distribution network and working down channel inventory while guiding to lower revenue as it deprioritizes lower-power and certain China mobile and consumer activities. This shift highlights management’s emphasis on aligning the business more closely with higher-value applications, particularly those linked to artificial intelligence and other advanced power markets. We’ll...

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tractor Supply fair value estimate is US$37.75 Current share...

Recent attention on Danaher (DHR) centers on its decision to spin off non core operations and place more emphasis on life sciences, biotechnology tools, and diagnostics, a shift that is reshaping how investors view the business. See our latest analysis for Danaher. Danaher’s focus on life sciences and diagnostics sits against a backdrop of a 14.83% 90 day share price return to US$235.36, while its 1 year total shareholder return of a 0.95% decline suggests recent momentum has been stronger...

Recent class action filings against Blue Owl Capital (OWL) focus on allegations of undisclosed liquidity pressures tied to business development company redemptions and restrictions in a private credit fund, putting investor access and sentiment under closer review. See our latest analysis for Blue Owl Capital. The legal actions arrive after a year where the share price return has been mixed, with a 3.66% year to date share price gain and 1 day and 7 day share price returns of 3.66% and 5.87%...

On December 29, 2025, Flowserve Corporation disclosed that director Kenneth I. Siegel informed the board he would not stand for re-election at the 2026 annual meeting, though he will continue serving until then and indicated no disagreements with management or the board. This orderly board transition comes as Flowserve is emphasizing its role in energy, infrastructure, and decarbonization projects, where investor interest is increasingly tied to execution quality and governance...

In late 2025, PepsiCo announced a major North America supply chain overhaul following engagement with activist investor Elliott Investment Management, including plans to cut nearly 20% of its U.S. product lines, increase automation, and pursue core operating margin expansion over the next three fiscal years. This sweeping SKU reduction and productivity push signals a willingness to simplify PepsiCo’s portfolio and reshape its cost base, with potential long-term effects on how its core...

If you are wondering whether LyondellBasell Industries is attractively priced today, this article walks through what the current share price might imply about its value. The stock last closed at US$45.59, with returns of 4.4% over the past 7 days, 5.2% over 30 days, 2.7% year to date, and a 32.2% decline over the past year, along with a 39.1% decline over 3 years and a 35.4% decline over 5 years. Recent moves in the share price have come alongside ongoing interest in the chemicals and...

Applied Optoelectronics (AAOI) attracted fresh attention after shares climbed 13.6% on the first trading day of 2026, following a volume order for its 800G data center transceivers from a hyperscale customer. See our latest analysis for Applied Optoelectronics. The recent 13.6% jump ties into a wider rebound, with a 31.59% 1 month share price return and a very large 3 year total shareholder return, suggesting momentum has picked up after weaker short term moves. If AI related demand for...

Assessing State Street after recent share performance State Street (STT) has drawn fresh attention after a recent stretch of positive share performance, with the stock showing gains over the past week, month, past 3 months and year. This has prompted investors to reassess its valuation and fundamentals. See our latest analysis for State Street. At a share price of $133.01, State Street’s recent 30 day share price return of 7.60% and 90 day share price return of 13.99% sit alongside a 1 year...

Key Insights The projected fair value for Hexcel is US$93.60 based on 2 Stage Free Cash Flow to Equity Current share...

In recent days, analysts have reaffirmed Capital One Financial’s overall “Outperform” stance, even as Goldman Sachs removed the stock from its US Conviction List amid earlier insider selling and high institutional ownership. This mix of cautious adjustments and broadly positive views comes alongside previously highlighted revenue and earnings growth, reinforcing Capital One’s profile as a closely watched large financial institution. Next, we’ll examine how this renewed analyst optimism, set...

In recent days, Vertiv Holdings Co was upgraded by several major banks, including a move to an "overweight" rating from Barclays, which linked its outlook to AI-focused data center demand and higher earnings estimates. These upgrades, alongside growing expectations that Vertiv could be added to the S&P 500 index in early 2026, highlight how AI infrastructure spending is reshaping perceptions of power and cooling suppliers within major equity benchmarks. Next, we’ll examine how the growing...