U.S. Gas Utilities Stock News

Carvana (CVNA) is suddenly back on a lot of screens as it gears up to join the S&P 500 on December 22, capping a long stretch of improving fundamentals and surging sentiment. See our latest analysis for Carvana. That S&P 500 promotion comes on the heels of a powerful run, with a 30 day share price return of 43.16% and year to date share price return of 128.34%. The three year total shareholder return of 10209.50% shows just how dramatically sentiment has swung in Carvana's favor. If Carvana's...

In recent days, The Trade Desk has come under pressure as investors reassessed its position amid intensifying competition from large digital advertising platforms and concerns about how industry changes may affect its long-term growth profile. Despite resilient fundamentals such as high customer retention and ongoing AI and connected TV initiatives, insider share sales and analyst caution have raised fresh questions about how durable its competitive advantages may be. We’ll now examine how...

Viasat, Inc. recently agreed to provide its InRange launch telemetry service for INNOSPACE’s HANBIT-Nano small-satellite mission from Brazil, marking the first commercial use of this continuous, satellite-enabled launch monitoring solution within its HaloNet portfolio. This move highlights how Viasat is extending its space-to-ground communications capabilities into the emerging commercial launch market, potentially broadening its role in near-Earth mission support for both government and...

Earlier this week, CBRE Group gained fresh attention as Keefe, Bruyette & Woods and Barclays upgraded their ratings, citing the company’s diversified real estate services platform, contractual revenue mix, and ongoing technology and acquisition-driven expansion. These endorsements come on the heels of CBRE’s continued push into higher-growth, resilient service lines and recent M&A, including the approximately US$1.20 billion purchase of Pearce Services, LLC to broaden its global...

Earlier this month, Check Point Software Technologies launched its Quantum Firewall Software R82.10, adding 20 new capabilities to help enterprises manage AI-related risks, secure hybrid mesh networks, and streamline Zero Trust across distributed environments, with the software slated for download later in December. By tightly integrating R82.10 with its Infinity platform, open-garden ecosystem of more than 250 integrations, and recently acquired Lakera AI stack, Check Point is positioning...

Pinnacle West Capital’s board recently declared a routine quarterly dividend of US$0.91 per share, payable on March 2, 2026, to shareholders of record on February 2, 2026. Shortly after this dividend decision, KeyBanc’s downgrade of the stock highlighted shifting analyst sentiment around the company’s future risk-reward balance. We’ll now explore how KeyBanc’s downgrade, against a backdrop of robust Arizona demand expectations, could influence Pinnacle West’s investment narrative. These 11...

In recent weeks, IDEXX Laboratories has attracted upbeat coverage from multiple Wall Street firms, including Barclays initiating with an “Overweight” rating, alongside ongoing global expansion of its veterinary and environmental diagnostics offerings. This combination of analyst confidence and widening exposure to long-term demand drivers in animal health and water quality testing highlights how IDEXX’s business model is increasingly anchored in recurring, diagnostics-led revenue...

Mondelez International (MDLZ) has been sliding quietly, with the stock down about 5% over the past month and roughly 9% this year, even as revenue and earnings continue to grow. See our latest analysis for Mondelez International. Zooming out, the stock’s recent 30 day share price return of around negative 5 percent and its roughly negative 9 percent year to date share price return suggest momentum has clearly cooled. This helps explain why the 1 year total shareholder return is now also...

Balchem Corporation recently declared an annual dividend of US$0.96 per share, payable on January 20, 2026, marking a 10.3% increase over last year, and simultaneously authorized a new share repurchase program for up to 4,000,000 shares with no set expiration after letting a prior plan expire on December 9, 2025. Coming alongside record quarterly sales and fresh capacity expansion plans in microencapsulated food ingredients and nutraceuticals, these higher cash returns to shareholders...

On 1 December 2025, Octave Bioscience announced a collaboration with Quest Diagnostics to offer Octave’s Multiple Sclerosis Disease Activity blood test through Quest’s network of 7,000 US collection sites, giving nationwide access to the first clinically validated multi-analyte MS disease activity score. This agreement also grants Quest first rights to provide specimen collection for Octave’s future multiple sclerosis and Parkinson’s tests, strengthening Quest’s role in specialized neurology...

NANO Nuclear Energy recently announced new collaborations to explore deploying its compact microreactors, including a memorandum of understanding with Blockfusion to assess data center power and a paid feasibility study with BaRupOn for potential KRONOS units at a large Texas facility. Alongside these early commercial discussions, the company plans a Fiscal Year 2025 business update webcast on December 18, 2025, giving investors a clearer view of its vertically integrated nuclear...

Cousins Properties (CUZ) has quietly lagged the broader market this year, with shares down nearly 19% year to date, prompting investors to revisit whether this Sun Belt office REIT still offers value. See our latest analysis for Cousins Properties. That slide in the share price contrasts with a modest 7 day share price rebound of 3.6% and a three year total shareholder return of 18.2%, suggesting long term holders have still been rewarded while near term momentum remains weak. If this shift...

Celcuity Inc. recently reported updated Phase 3 VIKTORIA-1 results for its PAM inhibitor gedatolisib in HR+/HER2-, PIK3CA wild-type advanced breast cancer, highlighting substantial progression-free survival benefits over fulvestrant in multiple patient sub-groups and geographies. An interesting feature of the data is the combination of extended progression-free survival with stable glucose levels and manageable stomatitis, underscoring a differentiated tolerability profile versus many...

Navitas Semiconductor recently expanded its distribution agreement with Avnet, making Avnet a globally franchised partner to supply technical and commercial support for Navitas’ GaN and SiC power devices across AI data centers, renewable energy, grid infrastructure, and industrial markets. This deeper relationship broadens Avnet’s exposure to higher-complexity, wide bandgap semiconductors, potentially reinforcing its role in fast-growing, electronics-rich end markets that prize design...

In recent days, Walmart completed its move from the New York Stock Exchange to Nasdaq, was added to the Nasdaq Composite Index, and expanded retail partnerships ranging from AXIL hearing protection and GLO24K “Skin-Tech” devices to a limited-edition Dove x Crumbl personal care collection available online and in stores. These developments highlight Walmart’s push to position itself as a tech-enabled retail platform and preferred launchpad for differentiated consumer brands, spanning...

Invesco (IVZ) just gave investors two fresh reasons to revisit the stock, pairing a new Solana ETP launch with Galaxy Asset Management and a private markets partnership with LGT Capital Partners that pushes deeper into alternatives. See our latest analysis for Invesco. The stock has quietly rebuilt momentum in 2025, with an 11.65% 1 month share price return and an 18.82% 3 month share price return helping drive a 51.59% 1 year total shareholder return as investors reprice Invesco’s digital...

Pfizer (PFE) just delivered a one two punch of pipeline news, with positive Phase 3 results in cancer and hemophilia, plus a fresh obesity drug licensing deal, and the stock is starting to reflect that shift. See our latest analysis for Pfizer. Those wins are starting to chip away at a gloomy narrative, with Pfizer’s 30 day share price return of 3.15% and 90 day share price return of 8.16% hinting at rebuilding momentum despite a still negative year to date move and a mixed longer term total...

Earlier this week, analysts at Jefferies reiterated their Buy rating on Quanta Services, while J.P. Morgan upgraded the stock and reaffirmed their positive stance on the company's role in modernizing power, utility, and communications infrastructure. These endorsements highlight how Quanta's broad engineering capabilities across electric grids, renewables, natural gas, and telecoms are increasingly viewed as central to long-term infrastructure upgrades and reliability improvements. Next,...

Earlier this month, FactSet and Arcesium announced a new unified investment management platform that connects front, middle, and back office workflows across public, private, and alternative assets, combining FactSet’s analytics with Arcesium’s cloud-native IBOR, ABOR, and data management capabilities. This collaboration aims to give asset managers a single source of truth across increasingly complex portfolios, potentially making FactSet more central to clients’ operational and data...

Recent commentary around Establishment Labs Holdings (ESTA) has focused on its growing foothold in the US breast augmentation and reconstruction markets. In these markets, stronger demand expectations and supportive sector trends have helped propel the share price. See our latest analysis for Establishment Labs Holdings. Those growth expectations are already showing up in the numbers, with the share price at $72.51 after a powerful 90 day share price return of 85.21 percent and a five year...

Earlier this week, Moderna received a positive opinion from the European Medicines Agency’s Committee for Medicinal Products for Human Use recommending EU marketing authorization for its next-generation COVID-19 vaccine mNEXSPIKE, which showed higher relative efficacy than its original shot in a Phase 3 trial. This regulatory milestone, if converted into full approval, could help Moderna extend the commercial life of its COVID franchise while reinforcing its mRNA platform’s relevance in an...

Bath & Body Works recently ran its annual Body Care Day sale, slashing prices on a wide range of body care products to about $4.95 both in-store and online, while also spotlighting quirky launches like food-inspired candles and a new Zodiac Collection. The combination of deep holiday promotions and experimental product lines highlights how Bath & Body Works is leaning on discounting and novelty to fuel traffic and keep its brand top-of-mind with shoppers. We’ll now explore how this heavy...

In December 2025, Live Oak Bancshares appointed veteran risk executive Ewa M. Stasiowska as Chief Risk Officer, as the company faced legal scrutiny over alleged misleading disclosures and a planned restatement of cash flow classifications. At the same time, a law firm’s investigation into potential securities law violations and a financial restatement placed Live Oak’s risk controls and governance practices under heightened investor scrutiny. We’ll now examine how the financial restatement...

Eos Energy Enterprises recently saw renewed interest as investors reacted to expectations of accelerated battery installations ahead of a 30% clean energy tax credit expiry and to the company’s ongoing use of convertible notes and insider share sales to shore up its finances. At the same time, Eos’s US-made zinc-based storage technology, sizeable US$644 million backlog and multi-billion-dollar project pipeline highlight both its growth potential and the execution risks tied to scaling...