U.S. Healthcare Services Stock News

NYSE:BOX
NYSE:BOXSoftware

Is Box (BOX) Fully Valued Following Its Margin And Workflow Automation Update?

Box’s latest quarter puts workflow automation and margins in focus Box (BOX) recently reported quarterly results that included an 80% gross margin, alongside the launch of new workflow automation tools and broader international expansion, giving investors fresh data on the company’s content management platform. See our latest analysis for Box. Box’s recent workflow launch and international expansion come against a backdrop of strong momentum, with a 30 day share price return of 22.46% and a...
NYSE:NOW
NYSE:NOWSoftware

What ServiceNow (NOW)'s New Wave of AI-Native Platform Integrations Means For Shareholders

In early July 2026, partners including Ciroos, Esri, Hitachi Digital Services, Hexnode UEM, and C1Secure announced new AI-powered integrations and certified apps that plug directly into ServiceNow’s AI Platform and ITSM workflows, extending its reach into SRE, GIS, infrastructure monitoring, endpoint management, and FedRAMP compliance. These developments highlight how third-party developers increasingly treat ServiceNow as a core control layer for AI-driven operations, reinforcing its role...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

Is CrowdStrike Holdings (CRWD) Cheap After Its STACKIT Cloud Partnership?

CrowdStrike Holdings (CRWD) is back in focus after expanding its partnership with Schwarz Digits to bring the Falcon platform to STACKIT, a sovereign EU cloud. This move gives European enterprises broader access to AI-native cybersecurity. See our latest analysis for CrowdStrike Holdings. The CrowdStrike Holdings share price has shown strong momentum, with a 30 day share price return of 19.95% and a 90 day share price return of 92.25%. The 3 year total shareholder return of around 4.5x...
NYSE:UNFI
NYSE:UNFIConsumer Retailing

United Natural Foods (UNFI) Reshuffles Leadership, Is The Stock Fairly Valued?

United Natural Foods (UNFI) is reshaping its senior leadership, with current Chief Financial Officer Matteo Tarditi moving into the President and Chief Operating Officer role and experienced finance executive Alfredo Luchini appointed as the next CFO. See our latest analysis for United Natural Foods. The leadership reshuffle comes after a year in which United Natural Foods’ share price has moved around but still sits at US$48.52, with strong year to date share price performance and multi year...
NYSE:MOD
NYSE:MODBuilding

Leadership Shakeup In Commercial HVAC Might Change The Case For Investing In Modine Manufacturing (MOD)

Modine Manufacturing recently appointed Michael Mahan as President of its newly formed Commercial HVAC segment, placing him in charge of heating, ventilation, air conditioning, and heat transfer solutions for commercial, industrial, and aerospace markets. Mahan’s background leading multi-billion-dollar global businesses at CraneNXT, Schneider Electric, and former GE companies signals a meaningful reshaping of Modine’s HVAC leadership to support larger, contracted opportunities in commercial...
NYSE:KRMN
NYSE:KRMNAerospace & Defense

Karman Holdings (KRMN) Is Spending $2.7 Million To Expand Navy Defense Production

Karman Holdings (NYSE:KRMN) is investing $2.7 million to expand its Horsham, Pennsylvania facility. The expansion is aimed at accelerating advanced defense technologies for the U.S. Navy and allied forces. The project is expected to support critical operational needs and add new high-tech roles in the region. This move follows recent acquisitions and marks a new phase in the company’s defense focused growth plans. Karman Holdings operates in high performance materials and advanced defense...
NasdaqGS:NTRA
NasdaqGS:NTRABiotechs

The Bull Case For Natera (NTRA) Could Change Following New Signatera JAMA Oncology Evidence On MRD-Guided Chemotherapy

Natera, Inc. recently reported that Monica Bertagnolli resigned from its Board of Directors on July 1, 2026, following her appointment to the National Academy of Medicine, with the company confirming her departure was unrelated to any disagreement over operations, policies, or practices. The company also announced new JAMA Oncology data from the GALAXY arm of CIRCULATE-Japan showing its Signatera MRD test can help identify which patients with resected colorectal liver metastases gain...
NYSE:KD
NYSE:KDIT

Kyndryl (KD) Teams Up With Aptiv For Mission Critical Edge And Cloud Push

Kyndryl Holdings (NYSE:KD) has entered into an alliance with Aptiv focused on mission-critical innovation. The partnership combines Aptiv’s Wind River software with Kyndryl’s advisory, implementation, and managed services. The collaboration targets customers that require high reliability and performance across global markets. Kyndryl Holdings, trading under ticker NYSE:KD, is expanding its presence in mission-critical environments through an alliance with Aptiv. By working with Aptiv’s Wind...
NYSE:LW
NYSE:LWFood

Is Shutting Its Dutch Plant to Boost Supply Resilience Altering The Investment Case For Lamb Weston (LW)?

Lamb Weston Holdings recently announced plans to close its production facility in Broekhuizenvorst, the Netherlands, as part of efforts to enhance global supply chain resilience and better align capacity with current market conditions. This move could reshape the company’s international manufacturing footprint, potentially affecting cost efficiency, product availability, and its competitive position in key European markets. Next, we’ll examine how the Netherlands facility closure could...
NasdaqGS:FHB
NasdaqGS:FHBBanks

Is First Hawaiian (FHB) A Bargain As The TriCo Deal Puts Valuation Back In Focus?

Why First Hawaiian’s TriCo deal is back in focus First Hawaiian (FHB) is back in the spotlight after agreeing to acquire TriCo Bancshares in an all stock deal valued at about US$2.01b, a transaction that would create a US$34b asset bank. The deal terms, including an 18% premium for TriCo shareholders and an exchange ratio of 2.095 First Hawaiian shares per TriCo share, give investors clear numbers to compare with First Hawaiian’s recent share performance. See our latest analysis for First...
NYSE:ETN
NYSE:ETNElectrical

Eaton (ETN) Expands Power Partnerships, Is The Stock Overvalued Or Undervalued?

Eaton (NYSE:ETN) is back in focus after announcing new partnerships in home energy systems and digital power infrastructure, along with upward earnings estimate revisions and expectations for higher Q2 2026 profits. See our latest analysis for Eaton. Eaton’s recent home energy and digital power partnerships come as the stock trades at US$412.86, with a 7 day share price return of 3.33% and year to date share price return of 26.14%, alongside a 5 year total shareholder return of 187.26%. This...
NasdaqGS:FROG
NasdaqGS:FROGSoftware

JFrog (FROG) Lands Canada Procurement Win Following A Narrative That Still Looks Pricey

JFrog (FROG) is drawing attention after its software supply chain platform was added to the Government of Canada's Software Licensing Supply Arrangement Catalogue, giving federal agencies a standardized way to procure its tools. See our latest analysis for JFrog. That Canadian procurement win lands as JFrog’s recent 30-day share price return of 13.55% and 90-day share price return of 109.26% signal strong momentum, while the 1-year total shareholder return of 126.50% highlights how materially...
NYSE:EPD
NYSE:EPDOil and Gas

Enterprise Products Partners (EPD) Stock Looks Reasonable On Earnings While Broader Checks Stay Stretched

After a strong multi year run, Enterprise Products Partners now faces a valuation debate, with a solid 5 year return profile set against a mixed read from its broader valuation checks and an earnings multiple that screens as undervalued. Enterprise Products Partners has returned 127.4% over 5 years, which puts sharper focus on whether the current price still offers an attractive entry point. For long term valuation, expectations around the durability of its cash generation can support the...
NYSE:JPM
NYSE:JPMBanks

JPMorgan Chase (JPM) On Record Q2 Results Still Looks Near Fair Value

JPMorgan Chase (JPM) has reported record second quarter results, with every business segment posting record revenue and net income reaching a historic level, largely driven by equities trading and investment banking strength. See our latest analysis for JPMorgan Chase. JPMorgan Chase’s recent run has been strong, with a 30 day share price return of 8.61% and a 90 day share price return of 11.92%. The 1 year total shareholder return of 23.7% and 5 year total shareholder return of 157.19% point...
NasdaqGS:CROX
NasdaqGS:CROXLuxury

Crocs Stock And The Tariff Shift Investors Should Watch

U.S. tariffs on a wide range of Brazilian imports are reshaping where American companies source key products, and that shift could matter for your portfolio. As costs rise for imported machinery, apparel, footwear, electrical equipment, paper, and some chemicals, U.S. based suppliers may see new demand from buyers looking closer to home. This article looks at three stocks exposed to that trade story, all drawn from a U.S. Import Substitution Stocks screener built around the latest tariff...
NYSE:SWX
NYSE:SWXGas Utilities

Is Southwest Gas Holdings (SWX) Undervalued After Its Dividend Affirmation?

Dividend affirmation puts Southwest Gas Holdings in focus Southwest Gas Holdings (SWX) is back on income investors radars after the board affirmed a third quarter cash dividend of $0.645 per share, payable on September 1, 2026. See our latest analysis for Southwest Gas Holdings. Southwest Gas Holdings shares trade at $91.25, with a 1 month share price return of 3.20% and a year to date share price return of 13.85%. The 1 year total shareholder return of 22.09% and 5 year total shareholder...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

Does Applied Materials' Expanded AI Packaging Push with TSMC and NEXX Acquisition Change The Bull Case For AMAT?

In recent days, Applied Materials announced long-term collaborations with EssilorLuxottica on augmented reality and AI glasses and with Taiwan Semiconductor Manufacturing Company on advanced AI chip packaging, while also introducing new DRAM and packaging tools and completing the NEXX acquisition to deepen its AI-focused product lineup. Together, these agreements and product moves highlight how Applied Materials is tying its equipment roadmap directly to customers’ multi‑year AI...
NYSE:V
NYSE:VDiversified Financial

Visa (V) Stock Looks Pricey Despite A 10% Fair Value Gap

Visa’s share price has climbed 51.3% over the past five years, and with the stock now around US$355, there is a clear tension between an intrinsic value estimate that points to some upside and market multiples that suggest the shares already trade at a premium. A 51.3% total return over five years puts Visa in the category of a long term winner, which naturally raises the bar for what counts as an attractive entry price today. Recent news around AI driven services and payment partnerships...
NYSE:BWMX
NYSE:BWMXSpecialty Retail

Celestica Stock And 2 Growth Picks for Cooling Inflation

Cooling inflation and the possibility of slower rate hikes are reshaping where growth investors are looking for opportunity. With headline inflation at 3.5% in June and the Fed hinting that further increases may be reconsidered if this trend holds, earnings expectations and valuations across growth stocks can shift quickly. This article uses our Growth Stocks screener, built around that inflation and interest rate backdrop, to spotlight 3 stocks that appear well positioned to benefit from the...
NYSE:PGR
NYSE:PGRInsurance

3 Dividend Stocks For Reliable Income While Markets Swing

With inflation readings, bond yields and trade tensions pulling markets in different directions, many investors are looking for income that feels more reliable than short term headlines. That is where the Dividend Powerhouses screener comes in. It focuses on companies offering more than a 5% yield that is covered by current earnings, growing and historically stable. Instead of trying to guess the next macro twist, you can concentrate on getting paid while you wait. This article highlights 3...
NYSE:GWRE
NYSE:GWRESoftware

Guidewire (GWRE) Stock Looks Like A Bargain On Cash Flow But Rich On Earnings

Guidewire Software's valuation is pulling in two directions right now, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the stock trades at a 32.4% discount, while market multiples make it look expensive on more traditional pricing metrics. Over the past 3 years, Guidewire Software has returned 76.0%, which puts the recent share price in the context of a longer period of solid investor gains. Recent earnings news has supported expectations for further revenue growth,...
NYSE:SSTK
NYSE:SSTKInteractive Media and Services

Why Shutterstock (SSTK) Is Down 11.5% After CEO Exit And Failed Getty Merger - And What's Next

On July 13, 2026, Shutterstock, Inc. announced that Chief Executive Officer and longtime board member Paul Hennessy stepped down, with Chief Financial Officer Rik Powell assuming the role of Interim CEO while retaining his CFO responsibilities during the transition. This leadership change comes just days after Getty Images canceled its planned merger with Shutterstock following UK regulators’ requirement that Shutterstock divest its editorial business, leaving the company to reset its...
NYSE:KBR
NYSE:KBRProfessional Services

Will NASIC’s US$866 Million IDIQ and eSAF Advisory Role Reframe KBR’s (KBR) Defense-Tech Narrative?

In July 2026, Syntholene Energy Corp. announced it hired Kellogg Brown and Root LLC as an independent consultant for a high-level technical and cost review of its hydrogen technology for eSAF deployments, paying a fixed fee without granting any securities. Around the same time, KBR’s Mission Technology Solutions unit was selected for a new five-year, multiple-award NASIC IDIQ contract with an US$866 million ceiling across all awardees, underscoring the company’s role in supporting critical...
NasdaqGS:VOR
NasdaqGS:VORBiotechs

Can Vor Biopharma’s (VOR) New Board Appointment Reshape Its Late-Stage Commercialization Strategy?

Vor Biopharma recently appointed David Zaccardelli, Pharm.D., to its Board of Directors, adding a leader who has guided multiple biopharmaceutical companies through late-stage development, regulatory approvals, commercial launches, and acquisitions, including Verona Pharma’s US$10 billion sale to Merck in 2025. His track record in advancing therapies from clinical programs to approved products and in raising over US$1 billion for development and commercialization efforts introduces...