U.S. Gas Utilities Stock News

Netflix stock has fallen sharply over the past year, yet several valuation checks still point to the shares trading below an estimate of intrinsic value based on a Discounted Cash Flow (DCF) approach and earnings multiples. With the next set of results expected soon and sentiment pulled around by mixed headlines, investors are weighing whether recent weakness already reflects the key risks. Over the past 3 years Netflix has returned about 65%, which suggests that longer term holders are...

Mirion Technologies (MIR) has drawn fresh attention after reporting second quarter 2026 results and reaffirming full year revenue growth guidance of about 22% to 24%, supported by foreign exchange and acquisition related tailwinds. See our latest analysis for Mirion Technologies. Despite reaffirmed guidance and solid top line progress, Mirion Technologies’ recent share price performance has been weak, with the stock down 29.54% on a year to date basis while the 3 year total shareholder return...

Acadian Asset Management recently reported annual revenue of US$610.8 million and net income of US$84.2 million, prompting fresh scrutiny of its financial profile. This earnings release is encouraging investors to weigh the company’s growing profit base against how the business is currently being valued. Next, we’ll examine how Acadian Asset Management’s latest earnings figures shape its investment narrative and what they may imply for future expectations. Uncover the next big thing with...

Post Holdings (POST) is back in focus after recent share price moves, with the stock last closing at $94.32. Investors are reassessing the consumer packaged goods group and its mix across cereal, pet food and refrigerated products. See our latest analysis for Post Holdings. The recent 1 day share price return of 3.3% and 7 day return of 6.7% put Post Holdings on investors’ radar again, although the share price is still down 5.3% year to date and the 1 year total shareholder return has...

VICI Properties Inc. recently entered the spotlight ahead of its now-reported second-quarter 2026 results, with analysts previously expecting growth in revenues and adjusted funds from operations (AFFO) per share supported by its long-term triple-net leases with established gaming and hospitality operators. At the same time, the company’s substantial debt load and associated interest costs were seen as a potential drag on performance, highlighting the tension between stable lease income and...

Palantir Technologies has delivered a very large 3 year return, yet its valuation picture is split. The Discounted Cash Flow (DCF) intrinsic value estimate points to a sizeable discount to the current share price, while traditional multiples and the broader valuation checks suggest the stock is not obviously cheap. Palantir Technologies has returned a very large multiple over the past 3 years, which puts extra focus on whether the current price still leaves enough room for future cash flows...

Applied Digital’s late-July 2026 earnings release showed quarterly revenue rising to US$258.75 million and full‑year revenue to US$611.31 million, while the company remained loss‑making with a quarterly net loss of US$54.79 million and a full‑year net loss of US$124.67 million. Alongside this revenue surge, Applied Digital highlighted very large, long‑term AI data center leases with hyperscaler clients such as CoreWeave, underpinning its push to become a pure‑play AI infrastructure developer...

In July 2026, Orchid Island Capital, Inc. reported a turnaround in performance for the second quarter and first half of 2026, posting net income of US$89.19 million for the quarter and US$69.24 million for the six months ended June 30, with basic earnings per share from continuing operations moving into positive territory versus losses a year earlier. Over the same period, the company completed a long-running share repurchase plan initiated in 2015, buying back more than one quarter of its...

Karman Holdings stock has risen in the short term but is still down sharply year to date, and the valuation checks currently lean expensive rather than pointing to a clear bargain. Year to date, Karman Holdings shares have fallen 35.5%, which puts recent gains into the context of a still weak overall return profile. The planned acquisition of Walker Precision Engineering can support expectations for growth in the European missile market. However, integration execution and capital allocation...

Block stock has staged a recovery in the short term. However, after a roughly 69.2% decline over the past 5 years, its valuation signals are split, with the Excess Returns intrinsic value estimate pointing to some upside while traditional earnings multiples lean expensive and the broader checks are cautious. Block shares have fallen about 69.2% over the past 5 years, so the long term track record is still weak even after recent gains. Recent positive analyst ratings and revenue growth...

TG Therapeutics recently reported that Briumvi exceeded expectations in clinical trials and that it has begun a Phase 2 study in treatment-resistant schizophrenia, developments that have drawn increased attention from investors and analysts. These clinical advances, combined with analysts’ more optimistic earnings projections, highlight how a single therapy platform may be shaping the company’s overall growth prospects. We’ll now examine how Briumvi’s stronger-than-expected trial results...

JPMorgan Chase (NYSE:JPM) is serving as a lead manager, alongside Morgan Stanley, for BlackRock's US$12.3b Meta data center bond deal. The transaction funds Meta's AI focused data center project and comes during a period of weak overall debt demand and elevated yields. The bond is expected to carry investment grade ratings, while pricing at levels that resemble riskier credit. JPMorgan Chase is a major global player in corporate and investment banking, and this role in BlackRock's Meta...

The upcoming Q2 earnings report for Mosaic (MOS) on August 4 is in focus. The market expects earnings to decline even as revenues are projected higher, and recent estimate cuts highlight the uncertainty around this release. See our latest analysis for Mosaic. The recent 1 day share price return of 3.31% and 7 day share price return of 5.05% suggest investors are positioning ahead of Mosaic's Q2 report. However, the year to date share price return is down 7.75% and the 1 year total shareholder...

Rambus stock is absorbing a sharp hit, with shares down about 9% from the prior close near US$96 as investors react to the latest earnings. That price move sits against a quarter that delivered record Q2 revenue of US$207.4m and non GAAP earnings per share of US$0.77, both ahead of management guidance. The short term tape looks rough. The longer term story still turns on whether high margin memory interface chips and intellectual property tied to artificial intelligence data centers can...

Yelp (YELP) is drawing investor attention after announcing that Yelp Host, its voice AI tool for restaurants, has handled over 1 million calls and expanded integrations across reservations and takeout ordering. See our latest analysis for Yelp. The recent launch progress of Yelp Host has coincided with a 14.17% 1 month share price return. However, Yelp’s year to date share price return is down 9.27% and its 1 year total shareholder return is down 20.99%, suggesting recent momentum is picking...

Nexa Resources (NEXA) is back in focus after reporting drilling and assay results for the first half of 2026 and lifting its full year exploration program to 66,805 meters. See our latest analysis for Nexa Resources. The latest drilling update lands after a softer trading patch for Nexa Resources, with the share price down 4.11% over one day and 12.71% over 90 days. This comes even though the year to date share price return is 40.61% and the 1 year total shareholder return stands at 149.76%,...

Lakeland Financial (LKFN) is back in focus after reporting second quarter results and a sharp shift in credit costs. Earnings per share topped analyst expectations, while net charge offs moved from $28,881,000 a year ago to $24,000. See our latest analysis for Lakeland Financial. At a share price of $63.70, Lakeland Financial has moved higher in recent months, with a 90 day share price return of 6.92% and year to date share price return of 12.82%. That compares with a 1 year total shareholder...

Recent momentum and leasing progress put Macerich in focus Macerich (MAC) is back on investor radar after a period of strong technical momentum, with the stock up nearly 50% over the past year and on track to reach 85% of its leasing target by midyear. See our latest analysis for Macerich. The recent leasing progress and mixed analyst sentiment appear to sit alongside strong price momentum, with Macerich’s 90 day share price return of 21.49% and 1 year total shareholder return of 59.49%...

In the second quarter of 2026, Capital One Financial reported net interest income of US$12,374 million and net income of US$3,020 million, a return to profit compared with a net loss a year earlier, while net charge-offs increased to US$3,642 million from US$3,060 million. Alongside this earnings rebound, Capital One also moved to resolve legacy issues by agreeing to a US$35.00 million Canadian data breach class-action settlement, signaling ongoing cleanup of past legal exposures. With...

The Morning Bull - US Market Morning Update Wednesday, Jul, 29 2026 US market futures are slightly softer this morning, with E-mini S&P 500 contracts down 0.03% while Nasdaq-100 futures are weaker by around 0.6%. The key tug of war is between a firm US interest rate backdrop and pockets of economic resilience. Durable goods orders in June rose 0.3%, short of forecasts, yet a 0.9% lift in core business equipment orders points to companies still spending on long term projects. At the same time...

Casella Waste Systems (CWST) is back in focus after the Hyland Landfill renewable natural gas facility in Angelica, New York, officially began operations, using Waga Energy’s WAGABOX technology to upgrade landfill gas. See our latest analysis for Casella Waste Systems. The Hyland Landfill project arrives as Casella Waste Systems trades at US$91.10, with a 90 day share price return of 16.63% and a 1 year total shareholder return that is down 18.05%, which points to improving short term...

D.R. Horton, Inc. recently reported third-quarter 2026 results showing essentially flat sales at US$9,006.4 million but lower net income of US$904.9 million year over year, while also completing a US$3,902.91 million repurchase of 27,466,537 shares under its April 17, 2025 buyback and affirming a quarterly dividend of US$0.45 per share. Together, the earnings softness, sizable reduction in share count through buybacks, and continued cash returns via dividends highlight how management is...

NextDecade (NEXT) has drawn attention after recent trading, with the stock closing at US$6.14 on 28 July 2026. The move comes as investors weigh its focus on liquefied natural gas and carbon capture development. See our latest analysis for NextDecade. Recent trading has been choppy for NextDecade, with the share price down 4.58% on the day and the 30 day share price return down 17.69%, even though the year to date share price return is up 14.13%. Over a longer horizon, total shareholder...

Natural Resource Partners (NRP) recently caught investor attention after a modest single day gain of 1.2%, with the stock closing at $99.46. The move comes after mixed return trends over the past year. See our latest analysis for Natural Resource Partners. Recent trading in Natural Resource Partners reflects mixed momentum, with a 1-day share price return of 1.18% and a 7-day gain of 2.71%, while the 90-day share price return is down 14.99% and the year to date share price return is down...