U.S. Gas Utilities Stock News

NasdaqGS:MRCY
NasdaqGS:MRCYAerospace & Defense

Why Mercury Systems (MRCY) Is Up 6.5% After Palantir AI Factory Deal And What’s Next

In August 2026, Mercury Systems announced it had entered a collaboration with Palantir Technologies to automate material planning and factory operations for U.S. military programs, including building a digital twin of its manufacturing footprint. This partnership effectively plugs Palantir’s Foundry platform into Mercury’s production layer, aiming to cut manual workloads and support higher defense hardware output without extending delivery timelines or raising costs. Next, we’ll examine how...
NYSE:KGS
NYSE:KGSEnergy Services

Kodiak Gas Services (KGS) Heads Into Earnings With Its Valuation Story Under Review

Earnings report puts Kodiak Gas Services in the spotlight Investor focus on Kodiak Gas Services (KGS) is building ahead of its upcoming earnings report, with expectations for changes in both earnings per share and revenue despite a recent trim to the EPS estimate. See our latest analysis for Kodiak Gas Services. At a share price of $58.06, Kodiak Gas Services has seen a 1-day share price return that declined 1.11%, while the 7-day share price return rose 2.74% and the 30-day share price...
NYSE:VMC
NYSE:VMCBasic Materials

Vulcan Materials (VMC) On Strong Earnings And The Case For A Higher Valuation

Vulcan Materials (VMC) is back in focus after reporting its second quarter and six month 2026 results, with sales and net income both above last year and investors assessing what that implies for ongoing demand. See our latest analysis for Vulcan Materials. Vulcan Materials shares jumped 5.6% on the day of the results to US$283.59, although the 30 day share price return is down 6.5% and year to date the share price return is down 3.1%, while the 5 year total shareholder return of 57.5% points...
NYSE:BOX
NYSE:BOXSoftware

Box (BOX) Could Be 2% Undervalued Following The Quintas Energy Deal

Box (BOX) is back in focus after Quintas Energy selected the company as its Intelligent Content Management partner for a 2026 digital transformation program in its renewable energy portfolio. See our latest analysis for Box. Box’s recent Quintas Energy deal lands at a time when momentum in the stock has been picking up, with a 30 day share price return of 13.66% and a 90 day share price return of 30.78%, while the 5 year total shareholder return of 26.55% shows a steadier longer term...
NYSE:FERG
NYSE:FERGTrade Distributors

Ferguson Enterprises (FERG) Joins The S&P 500 As Valuation Debate Builds

Ferguson Enterprises added to S&P 500 index Ferguson Enterprises (FERG) is entering the S&P 500 index, replacing Electronic Arts. This move is expected to draw more attention from funds that track or benchmark against the widely followed US equity gauge. See our latest analysis for Ferguson Enterprises. The S&P 500 inclusion comes on the back of firm momentum in Ferguson Enterprises’ stock, with a 1-day share price return of 6.72% and a year-to-date share price return of 11.14%, while the...
NYSE:LW
NYSE:LWFood

How Investors Are Reacting To Lamb Weston (LW) Flat 2027 Sales Outlook Amid Ongoing Buybacks And Dividends

Lamb Weston Holdings reported past fourth-quarter and full-year 2026 results showing higher sales of US$1,770.1 million and US$6,612.3 million respectively, alongside lower net income, while also affirming a US$0.38 quarterly dividend and updating progress on its multi-year share repurchase program. Alongside these results, management’s cautious fiscal 2027 net sales guidance of 0.0% to 1.0% growth offers a clearer view of how Lamb Weston is balancing growth ambitions with shareholder...
NYSE:AIG
NYSE:AIGInsurance

Is American International Group (AIG) Reasonably Priced Or Looking Stretched?

American International Group stock has delivered a 66.1% gain over the past five years, yet today the valuation picture looks more balanced, with recent returns cooling and the stock no longer looking like an obvious bargain or an obvious outlier. Over five years, American International Group has returned 66.1%, which points to solid long term wealth creation for shareholders who stayed invested. The key support for the current share price may come from how consistently the insurance...
NYSE:MLM
NYSE:MLMBasic Materials

Martin Marietta Materials (MLM) Lifted Full Year Revenue Guidance, Is It Still Below Fair Value?

Martin Marietta Materials (MLM) drew investor attention after reporting second quarter 2026 results that paired higher sales with lower quarterly earnings, along with raised full year revenue guidance and the completion of a long running share repurchase program. See our latest analysis for Martin Marietta Materials. At a share price of $542.27, Martin Marietta Materials has seen its 1 month share price return fall 9.53% and its year to date share price return decline 14.53%. The 5 year total...
NasdaqGS:FANG
NasdaqGS:FANGOil and Gas

Diamondback Energy (FANG) Tops 1 Million BOE A Day And Doubles Buybacks

Diamondback Energy (NasdaqGS:FANG) reports production above 1 million boe per day for the first time. The company updates its 2026 production guidance to reflect a higher output outlook. Diamondback Energy doubles its authorized share repurchase program, expanding potential capital returns to shareholders. Diamondback Energy operates as a large independent oil and gas producer with a core focus on shale assets. Hitting 1 million boe per day marks a shift in scale that puts the company among...
NYSE:MNSO
NYSE:MNSOMultiline Retail

MINISO (MNSO) Stock Looks Reasonable On Earnings But Weak On Share Price

MINISO Group Holding has had a weak run so far in 2026, with the stock down 34.1% year to date, yet its valuation checks currently lean cheap and suggest the recent share price performance may not fully reflect the fundamentals. The 34.1% year to date decline raises the question of whether sentiment has moved faster than any change in the business outlook. Future store expansion and product mix can support revenue and cash flow over time, while any pressure on margins or slower same store...
NYSE:LHX
NYSE:LHXAerospace & Defense

Boeing Stock And 2 Defense Picks Riding Aerospace Backlogs

Global markets are wrestling with inflation signals, shifting central bank paths and uneven manufacturing data, yet aerospace and defense stocks remain closely watched by investors. The Aerospace And Defense screener focuses on companies that manufacture or provide services to these sectors, an area directly connected to government budgets, supply chain resilience and security priorities that stay in focus across cycles. With bond yields, commodity prices and geopolitical risks all...
NasdaqGS:VC
NasdaqGS:VCAuto Components

Visteon (VC) Could Be 21% Undervalued Following Softer Q2 Earnings

Visteon (VC) is in focus after its second quarter 2026 earnings, which showed lower net income and earnings per share than a year earlier, along with continued commentary on balance sheet strength and acquisition plans. See our latest analysis for Visteon. Visteon shares have moved higher year to date with an 8.88% share price return, yet the 1 year total shareholder return of 6.14% decline and 3 year total shareholder return of 27.70% decline show longer term momentum has been weak, even as...
NYSE:BAP
NYSE:BAPBanks

Is Credicorp (BAP) Cheap On Raised Earnings Estimates And Stronger Analyst Sentiment?

Recent analyst updates on full year earnings expectations and a more favorable ranking have pushed Credicorp (BAP) into focus for many investors. These revisions are now shaping how the stock is being viewed. See our latest analysis for Credicorp. The recent improvement in earnings expectations comes on top of strong momentum, with Credicorp’s share price up 21.2% over the past 90 days and a 1 year total shareholder return of 71.49%, while the current share price sits at $395.79. If...
NYSE:AMC
NYSE:AMCEntertainment

Is AMC Entertainment Holdings (AMC) Still Below Fair Value After Record Weekend Revenue?

AMC Entertainment Holdings stock has enjoyed a sharp rebound in 2026, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and market based valuation checks still point to the shares trading below their assessed worth. Over the past 5 years, AMC Entertainment Holdings has delivered a return of about 98.3% in losses, which keeps the recent recovery in the context of a very weak longer term track record. The record weekend revenue driven by the recent Spider Man premiere can...
NYSE:WTS
NYSE:WTSMachinery

How Watts’ Steady Dividend and Q2 Optimism At Watts Water Technologies (WTS) Has Changed Its Investment Story

Watts Water Technologies recently declared a quarterly dividend of US$0.63 per share on its Class A and Class B common stock, payable on September 15, 2026, to shareholders of record as of September 1, 2026. This combination of a maintained dividend and optimism around upcoming Q2 results highlights how income and growth considerations are both in focus for investors. With this latest dividend declaration underscoring balance sheet resilience, we’ll now examine how the announcement interacts...
NYSE:FLR
NYSE:FLRConstruction

Fluor (FLR) Faces A Valuation Split, Is The Upside Already Priced In?

Fluor (FLR) is back in focus after recent trading data showed a flat 1 day move, a small gain over the past week, and a modest decline over the past 3 months. See our latest analysis for Fluor. At a share price of $50.17, Fluor’s short term share price return has softened recently compared with earlier strength, while its 1 year and multi year total shareholder returns remain solid. If Fluor has you watching the capital projects space, it can also be a useful moment to see what else is...
NYSE:AIZ
NYSE:AIZInsurance

Should Assurant’s (AIZ) New Communications Chief Reframe Its Brand Narrative As Earnings Scrutiny Intensifies?

Assurant, Inc. announced that Kelli Ertel was appointed Chief Communications Officer and Chief of Staff on July 23, 2026, joining the Management Committee and taking responsibility for global communications, brand strategy, and events. This expanded leadership role places greater emphasis on aligning Assurant’s strategy, culture, and brand with stakeholders at a time of heightened attention on its upcoming earnings. We’ll now examine how Ertel’s expanded communications and brand mandate...
NYSE:TTC
NYSE:TTCMachinery

Toro (TTC) Could Be 13% Undervalued As CEO Succession Comes Into View

Why Toro stock is back in focus after the CEO transition announcement Toro (TTC) moved onto many investors watchlists after the company outlined a planned CEO handover to Edric C. Funk and an Executive Chairman role for long serving leader Richard M. Olson. The leadership change is framed as part of long term succession planning. It gives investors a clear date for Funk to take over on November 1, 2026, and visibility on Olson staying involved at board level. See our latest analysis for...
NasdaqGS:UNIT
NasdaqGS:UNITTelecom

Is Uniti Group (UNIT) Cheap Following Earnings And Loss Guidance?

Uniti Group earnings and guidance come into focus Uniti Group (UNIT) just released second quarter 2026 results alongside full year guidance, presenting sharply higher revenue together with a much larger net loss and an outlook that still points to losses. See our latest analysis for Uniti Group. Following the earnings release and guidance, Uniti Group’s 1-day share price return declined 0.82% and the 7-day share price return is down 7.40%, while the year-to-date share price return is up...
NYSE:MCO
NYSE:MCOCapital Markets

Stronger Earnings and Heavy Buybacks Could Be A Game Changer For Moody's (MCO)

In July 2026, Moody's Corporation reported past second-quarter and first-half 2026 results showing higher sales and net income year over year, while also completing a multi-year share repurchase program totaling 18,702,406 shares for US$7,560.11 million and filing a US$75 million common stock shelf registration for its ESOP. Together, the strong earnings performance, sustained capital returns through buybacks, and the new ESOP-related shelf registration highlight how Moody's is balancing...
NYSE:LYV
NYSE:LYVEntertainment

Live Nation Entertainment (LYV) Raises Outlook Following Q2 Earnings Beat, But Is It Fully Valued

Live Nation Entertainment (LYV) is back in focus after its Q2 2026 report, which showed higher sales and net income year on year and included an upgraded outlook across key fan and profitability metrics. See our latest analysis for Live Nation Entertainment. The Q2 report has arrived after a strong run for Live Nation Entertainment, with the share price up 25.04% year to date and a 1 year total shareholder return of 20.79%. Longer term, momentum has been stronger, with total shareholder...
NYSE:CUBI
NYSE:CUBIBanks

Following Strong Earnings, Is Customers Bancorp (CUBI) Still Below Fair Value?

Customers Bancorp (CUBI) has come into focus after reporting second quarter 2026 results that included higher net interest income and net income year over year, along with active options trading that points to elevated volatility expectations. See our latest analysis for Customers Bancorp. At a share price of $80.55, Customers Bancorp has posted an 8.12% year to date share price return. The 1 year total shareholder return of 26.99% and 5 year total shareholder return of 104.34% point to...
NYSE:ES
NYSE:ESElectric Utilities

Eversource Energy (ES) After Earnings Drop Is The Stock Still Fairly Valued

What the latest earnings mean for Eversource Energy stock Eversource Energy (ES) reported second quarter 2026 results with sales of US$2,903.19 million and net income of US$53.68 million, alongside a sharp year over year drop in earnings per share. See our latest analysis for Eversource Energy. Following the earnings release, Eversource Energy’s share price, now at US$71.95, shows mixed momentum, with a 1-year total shareholder return of 14.21% contrasted with a 5-year total shareholder...
NYSE:AN
NYSE:ANSpecialty Retail

AutoNation (AN) Lifted Profitability, Is The Stock Still Undervalued?

AutoNation (AN) drew fresh attention on July 31, 2026, after reporting second quarter and first half earnings that showed higher profitability despite slightly softer revenue, along with an update on its long running share repurchase program. See our latest analysis for AutoNation. AutoNation's latest earnings and long running buyback activity come alongside a 15.6% 30 day share price return and a 10.2% 1 year total shareholder return. Taken together, these figures suggest momentum has picked...