U.S. Gas Utilities Stock News

NYSE:AMT
NYSE:AMTSpecialized REITs

Is Dish’s Lease Default Rewriting American Tower’s (AMT) Wireless Tenant Strategy?

Earlier in February 2026, American Tower Corporation disclosed that Dish Wireless had defaulted on lease payments, triggering a default under their Strategic Collaboration Agreement and prompting American Tower to seek a court ruling to enforce the contract. Despite the contractual strain with a key tenant, American Tower stated that Dish’s payment default is not expected to affect its 2025 financial results. With Dish’s lease payment default raising questions about contract enforcement and...
NYSE:PFGC
NYSE:PFGCConsumer Retailing

Why Performance Food Group (PFGC) Is Up 8.7% After Raising Sales, Earnings And Refinancing 2027 Debt

In early February 2026, Performance Food Group reported higher quarterly and six‑month sales and earnings, modestly narrowed its full‑year 2026 net sales guidance to about US$67.25–68.25 billion, detailed no share repurchases under its latest authorization, and confirmed that it is actively pursuing acquisitions while refinancing its 2027 senior notes with new 2034 debt. The company’s explanation that profit pressure stemmed from higher‑than‑expected Cheney Brothers integration costs,...
NYSE:JBL
NYSE:JBLElectronic

The Bull Case For Jabil (JBL) Could Change Following Eagle Harbour Semiconductor Partnership And Investment – Learn Why

In January 2026, Eagle Harbour Technologies announced a manufacturing partnership and strategic minority investment from Jabil to enhance advanced semiconductor fabrication capabilities and scale SEMI-compliant power solutions. This move deepens Jabil’s presence in semiconductor capital equipment while aligning its manufacturing services with long-term demand across AI, cloud, automotive, healthcare, and digital commerce end markets. Next, we’ll examine how this semiconductor-focused...
NYSE:SO
NYSE:SOElectric Utilities

Is Southern (SO) Still Attractively Priced After A Strong Five Year Share Price Run?

If you are wondering whether Southern's share price still offers value after a strong run, or if most of the opportunity is already reflected in the stock, this article will walk you through what the current valuation is really saying. Southern's share price recently closed at US$92.56, with returns of 1.6% over 7 days, 5.7% over 30 days, 6.2% year to date, 10.2% over 1 year, 56.8% over 3 years and 84.9% over 5 years, which naturally raises questions about what is priced in today. Recent...
NasdaqGS:FSLY
NasdaqGS:FSLYIT

Fastly (FSLY) Narrower Q4 Loss Sparks Debate Over Long Awaited Margin Turnaround

Fastly (FSLY) has wrapped up FY 2025 with fourth quarter revenue of US$172.6 million and a basic EPS loss of US$0.10, setting the tone for another year where top line progress sits alongside ongoing red ink. The company has seen quarterly revenue move from US$140.6 million in Q4 2024 to US$172.6 million in Q4 2025, while basic EPS losses shifted from US$0.23 to US$0.10 over the same period. Over the trailing 12 months it generated US$624.0 million of revenue with a basic EPS loss of US$0.83...
NYSE:DNOW
NYSE:DNOWTrade Distributors

Is DNOW (DNOW) Attractive After A 20% Monthly Gain And DCF Upside Potential

If you are wondering whether DNOW is attractively priced or not, a useful starting point is to understand how the current share price compares with what the business may be worth. DNOW recently closed at US$16.16, with a 30 day return of 20.3%, a 7 day return reflecting a 0.7% decline, and a 1 year return reflecting a 4.8% decline. These figures may influence how some investors view its potential and risk. Recent news coverage has focused on DNOW's position within the capital goods sector...
NasdaqGS:PHVS
NasdaqGS:PHVSPharmaceuticals

A Look At Pharvaris (PHVS) Valuation As Deucrictibant Advances With New Phase 3 And Phase 2 Data

Investor takeaways from Pharvaris’s latest clinical milestone Pharvaris (PHVS) is back in focus after announcing that six abstracts, including pivotal Phase 3 RAPIDe-3 data for deucrictibant in hereditary angioedema, have been accepted for presentation at the AAAAI 2026 Annual Meeting. See our latest analysis for Pharvaris. The latest clinical progress comes as Pharvaris’s share price sits at US$26.60, with a 7 day share price return of 5.81% and a 90 day share price return of 12.95%. The 1...
NYSE:WAL
NYSE:WALBanks

A Look At Western Alliance Bancorporation (WAL) Valuation After Recent Share Price Momentum

Why Western Alliance Bancorporation Is On Investors’ Radar Today Western Alliance Bancorporation (WAL) has been drawing attention after a period of solid share price momentum, with the stock showing positive returns over the past week, month and past 3 months. That recent performance, combined with reported revenue of US$3,318.9m and net income of US$956.2m, is prompting some investors to take a closer look at how the bank’s current valuation lines up with its fundamentals. See our latest...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Airbnb Hotel Push And Premium Bookings Versus Recent Share Price Weakness

Airbnb (NasdaqGS:ABNB) is expanding its platform to include partnerships with boutique and independent hotels in major cities. The company reported mixed Q4 results, with revenue above internal expectations but profit under pressure from higher investment spending. Management issued a revenue outlook for the next quarter, supported by premium bookings, despite signs of softer travel demand across the sector. Airbnb has grown from a home sharing platform into a broad travel marketplace, and...
NYSE:STAG
NYSE:STAGIndustrial REITs

Assessing STAG Industrial (STAG) Valuation After Recent Share Price Weakness

Why STAG Industrial is on investor watchlists right now STAG Industrial (STAG) has been drawing fresh attention as investors reassess US industrial real estate exposure, with the stock showing mixed recent returns and a portfolio spanning 597 properties across 41 states. See our latest analysis for STAG Industrial. STAG Industrial’s recent share price weakness, including a 1-day share price return of 4.97% and a 7-day share price return of 5.38% in the red, contrasts with its 1-year total...
NYSE:NEU
NYSE:NEUChemicals

NewMarket (NEU) Margin Decline Challenges Long Term Earnings Growth Narrative

NewMarket (NEU) has wrapped up FY 2025 with fourth quarter revenue of US$635.4 million and basic EPS of US$8.65, anchored by net income of US$81.3 million, alongside trailing twelve month revenue of US$2.7 billion and basic EPS of US$44.44. Over recent quarters, the company has seen revenue move from US$700.9 million and EPS of US$13.26 in Q1 2025 through to US$698.5 million and EPS of US$11.84 in Q2, US$690.3 million and EPS of US$10.67 in Q3, and then US$635.4 million and EPS of US$8.65 in...
NYSE:NVT
NYSE:NVTElectrical

nVent Electric Expands Infrastructure Focus With Acquisition Pipeline Under Scrutiny

nVent Electric (NYSE:NVT) is pushing ahead with an active acquisition program, focused on high growth infrastructure markets such as data centers, power utilities, and renewables. Management has recently highlighted a strong pipeline of potential deals, building on previous transactions that reshaped the portfolio toward higher growth, higher margin areas. The company reported quarterly results that were broadly in line and underscored its ongoing effort to transform its business mix toward...
NYSE:NEM
NYSE:NEMMetals and Mining

Newmont (NEM) Valuation Check After Bullish Analyst Upgrades And Strong Gold Price Support

Recent analyst commentary around Newmont (NEM) has focused on earnings upgrades, firmer revenue and EPS projections, and a supportive backdrop for gold prices linked to geopolitical tensions and continued central bank buying. See our latest analysis for Newmont. The share price has been volatile ahead of the upcoming 19 February earnings. It has recorded a 1 day share price decline of 5.2%, a 90 day share price return of 34.5%, and a 1 year total shareholder return above 100%, suggesting...
NYSE:ALV
NYSE:ALVAuto Components

A Look At Autoliv (ALV) Valuation After 2025 Results Guidance And Share Buyback Completion

Autoliv (ALV) has drawn fresh attention after reporting full year 2025 results, issuing 2026 guidance, and completing a share buyback program that retired 2.76% of its shares. See our latest analysis for Autoliv. Autoliv’s latest earnings report, 2026 guidance and completion of the buyback have come after a period of steady gains, with the share price at US$125.17 and a 1 year total shareholder return of 35.53% pointing to momentum that has built rather than faded over recent years, as...
NYSE:MOS
NYSE:MOSChemicals

Assessing Mosaic (MOS) Valuation After Recent Share Price Swings And Mixed Fair Value Signals

Mosaic (MOS) has attracted fresh attention after recent price moves, with the stock closing at $29.77 and posting mixed short term returns, including a 4.4% decline over the past day alongside gains over the past week and month. See our latest analysis for Mosaic. That sharp 4.4% one day share price decline comes after a stronger run, with Mosaic posting a 7.2% 7 day share price return and an 18.9% year to date share price return. Its 1 year total shareholder return of 16.2% contrasts with a...
NYSE:WHD
NYSE:WHDEnergy Services

Cactus (WHD) Valuation Check After Earnings Growth Meets A Cautious Outlook

Cactus (WHD) drew investor attention after earnings paired revenue growth in wellhead and pressure control equipment with a more cautious outlook, as management cited plateauing rig counts and disciplined customer budgets as near term headwinds. See our latest analysis for Cactus. At a share price of $57.05, Cactus has had strong recent momentum, with a 30 day share price return of 9.08% and a 90 day share price return of 36.97%. Its 1 year total shareholder return of 3.92% decline and 3 year...
NYSE:SNOW
NYSE:SNOWIT

Snowflake (SNOW) Valuation In Focus After Recent Share Price Pullback

Why Snowflake is Drawing Attention Now Snowflake (SNOW) is back on many watchlists after recent trading left the stock with a negative return over the past month and past 3 months, alongside double digit annual revenue and net income growth. See our latest analysis for Snowflake. At a share price of US$172.91, Snowflake has seen a 10.34% 7 day share price return after a steeper 30 day decline of 17.42% and a 90 day fall of 32.73%. The 1 year total shareholder return of 10.25% and 3 year total...
NYSE:OHI
NYSE:OHIHealth Care REITs

A Look At Omega Healthcare Investors (OHI) Valuation After 2025 Growth And Expansion Plans

Omega Healthcare Investors (OHI) is back in focus after releasing its fourth quarter and full year 2025 results, pairing higher sales and net income with an active expansion plan across facilities and geographies. See our latest analysis for Omega Healthcare Investors. The recent earnings release and 10 K filing have come alongside a steady share price trend. A 30 day share price return of 5.57% and a 1 year total shareholder return of 38.26% point to momentum that has been building rather...
NasdaqGS:BSY
NasdaqGS:BSYSoftware

A Look At Bentley Systems (BSY) Valuation As SaaS Investors Rotate Back To Established Names

Analysts flagging oversold conditions across SaaS have pushed some investors back toward established names, and Bentley Systems (BSY) is feeling that shift as attention turns to its infrastructure focused software franchise. See our latest analysis for Bentley Systems. At a share price of US$34.10, Bentley Systems has seen a 6.5% 7 day share price return after a 30 day share price decline of 13.6% and a 90 day share price decline of 21%. Its 1 year total shareholder return sits at a 26.6%...
NYSE:NCLH
NYSE:NCLHHospitality

A Look At Norwegian Cruise Line (NCLH) Valuation After Recent Share Price Rebound

Why Norwegian Cruise Line Holdings (NCLH) is Back on Investor Radars Norwegian Cruise Line Holdings (NCLH) has caught investor attention after a recent stretch of mixed share performance, including a past 3 months total return of 27.12% and a 1 year total return decline of 11.70%. See our latest analysis for Norwegian Cruise Line Holdings. At a share price of $23.25, Norwegian Cruise Line Holdings has seen momentum pick up recently, with a 7 day share price return of 7.14% and a 90 day share...
NYSE:LNC
NYSE:LNCInsurance

A Look At Lincoln National (LNC) Valuation As Q4 Earnings Expectations Draw Fresh Investor Attention

Why Lincoln National is back on investors' radar Lincoln National (LNC) is drawing fresh attention as the market looks ahead to its upcoming Q4 earnings report, with expectations for revenue growth and a mixed track record against past estimates. See our latest analysis for Lincoln National. The upcoming Q4 earnings report has arrived after a choppy run for the stock, with a 1 day share price return of 5.64% to US$40.67 contrasting with a weaker year to date share price return of 9.64%. The 1...
NYSE:KD
NYSE:KDIT

Why Kyndryl (KD) Is Down 48.6% After Internal Accounting Review, Leadership Turmoil And Delayed 10-Q

Kyndryl Holdings recently faced an internal accounting review tied to SEC document requests, leadership changes including the abrupt exit of its CFO and General Counsel, delayed filing of its December 2025 10-Q, and multiple shareholder lawsuits alleging weaknesses in financial reporting controls. At the same time, the company has continued to roll out policy-governed agentic AI capabilities and maintain capital return activities such as share buybacks, underscoring the contrast between its...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

DraftKings Crypto.com Deal Tests Promise Of Regulated Prediction Markets

DraftKings (NasdaqGS:DKNG) announced an expansion of its federally regulated prediction markets through a new partnership with Crypto.com. The company is growing its Predictions platform to include event contracts tied to sports, culture, and politics. New offerings include player specific event contracts for NFL and NBA games, along with contracts linked to entertainment and broader cultural events. For you as an investor, this move signals DraftKings pushing beyond its traditional core of...
NasdaqGS:LFST
NasdaqGS:LFSTHealthcare

Is LifeStance Health Group (LFST) Pricing Reflect Its Outpatient Mental Health Growth Story

If you are wondering whether LifeStance Health Group is attractively priced or still carrying a premium, you are not alone. This article is built to unpack what the current share price might be implying. The stock last closed at US$6.92, with a recent 7 day return of 5.8%, a 30 day return of 4.6% decline, and year to date and 1 year returns of 0.6% decline and 13.4% decline respectively, set against a 3 year return of 23.1%. Recent news coverage around LifeStance Health Group has focused on...