U.S. Healthtech Stock News

NasdaqGS:APLD
NasdaqGS:APLDIT

Nvidia Exit Prompts Fresh Look At Applied Digital Volatility And Upside Potential

Nvidia fully exited its position in Applied Digital (NasdaqGS:APLD), according to recent regulatory filings. The sale occurred shortly before a decline in Applied Digital's share price. The move removes a high profile AI and semiconductor name from Applied Digital's shareholder base. Applied Digital's shares trade at $33.56, following a 10.4% decline over the past week and a 10.3% decline over the past month. Even after that pullback, the stock is still up 19.4% year to date and shows a...
NYSE:VIK
NYSE:VIKHospitality

The Bull Case For Viking Holdings (VIK) Could Change Following Expanded 2027 U.S. River Cruise Lineup

Viking Holdings recently announced that bookings are now open for an expanded slate of 2027 river cruises on the Mississippi and Ohio rivers, including new 15-day and 8-day itineraries alongside several existing voyages. This extension of Viking’s American river program highlights how the company is leaning further into culturally rich, destination-focused experiences to appeal to experience-driven travelers. Next, we’ll explore how Viking’s expanded Mississippi and Ohio river itineraries...
NYSE:BFH
NYSE:BFHConsumer Finance

A Look At Bread Financial (BFH) Valuation After Capped Call Unwind And Planned Share Retirement

Bread Financial Holdings (BFH) has moved to unwind capped call transactions linked to its 4.25% Convertible Senior Notes due 2028, a step that could retire about 1.5 million shares by late February 2026. See our latest analysis for Bread Financial Holdings. The capped call unwind caps off an active period for Bread Financial. The company has also completed a US$160 million buyback, retiring about 5.6% of its shares, and recently presented to investors at a UBS financial services conference...
NYSE:VEEV
NYSE:VEEVHealthcare Services

Is It Time To Reconsider Veeva Systems (VEEV) After Recent Share Price Weakness

If you are wondering whether Veeva Systems is starting to look interesting at its current share price, this article will walk you through what that price might actually imply about value. The stock last closed at US$176.82, after share price returns of a 5.4% decline over 7 days, 20.4% decline over 30 days, 19.4% decline year to date, 24.1% decline over 1 year, 4.2% gain over 3 years and 39.2% decline over 5 years. Recent coverage has focused on Veeva Systems as a key software provider to...
NYSE:JCI
NYSE:JCIBuilding

Assessing Johnson Controls International (NYSE:JCI) Valuation After Strong Q1 Revenue And Net Income Growth

Johnson Controls International (NYSE:JCI) has attracted fresh attention after reporting first quarter revenue of US$5,797 million and net income of US$524 million, along with higher earnings per share from continuing operations compared with a year earlier. See our latest analysis for Johnson Controls International. The recent earnings release and the omnibus shelf registration appear to have coincided with stronger interest in Johnson Controls International, with the 30 day share price...
NYSE:KNX
NYSE:KNXTransportation

Knight Swift Transportation Holdings’s Valuation After Higher Dividend And Cautious Trucking Outlook

Knight-Swift Transportation Holdings (KNX) is back in focus after its board declared a higher quarterly cash dividend of $0.20 per share, alongside management’s cautious optimism about trucking conditions as regulators tighten oversight of CDL training schools. See our latest analysis for Knight-Swift Transportation Holdings. The higher dividend and management’s comments come after a strong run in the share price, with a 43.49% 3 month share price return and 14.65% year to date. The 1 year...
NasdaqGS:RNW
NasdaqGS:RNWRenewable Energy

What ReNew Energy Global (RNW)'s Scale‑Driven Profit Rebound Means For Shareholders

In the past week, ReNew Energy Global Plc reported Q3 FY26 results showing revenue rising to ₹31,372 million from ₹21,198 million a year earlier, while its quarterly net loss narrowed sharply to ₹198 million and EPS from continuing operations improved to ₹0.16 from a loss per share of ₹9.47. For the nine months to December 31, 2025, the company’s revenue climbed to ₹111,087 million and net income reached ₹9,608 million, alongside a larger operational portfolio of roughly 11.7 GW and expanded...
NasdaqGS:TBBK
NasdaqGS:TBBKBanks

Weaker Q4 And NIM Compression Could Be A Game Changer For Bancorp (TBBK)

The Bancorp recently reported a weaker-than-expected Q4, with revenue and tangible book value per share coming in below analyst estimates due to softer transaction volumes, net interest margin compression, and an unexpected legal settlement cost. Management linked much of the shortfall to the prolonged government shutdown’s impact on fintech-related transaction activity and deposit flows, highlighting how exposed the business is to shifts in customer usage and broader policy...
NasdaqGS:CLMT
NasdaqGS:CLMTOil and Gas

Calumet (CLMT) Valuation Check As Earnings Date And Debt Moves Draw Fresh Attention

Earnings date and debt moves put Calumet in focus Calumet (CLMT) is back on investor radar after the company set February 27 for its fourth quarter and full year 2025 earnings release and conference call, paired with fresh attention on recent balance sheet moves. In January, Calumet completed a $405 million private placement of senior notes due 2031. Management indicated the proceeds are earmarked to address 2026 and 2027 maturities and to support more than $220 million of restricted group...
NYSE:EG
NYSE:EGInsurance

Everest Group (EG) Valuation Check After Profit Rebound And Ongoing Share Buybacks

Everest Group (EG) just released fourth quarter and full year 2025 results, shifting from a quarterly net loss to net income while also updating investors on progress under its long running share repurchase program. See our latest analysis for Everest Group. The recent earnings rebound and continued buybacks appear to have supported Everest Group’s momentum, with a 30 day share price return of 8.54% and a 5 year total shareholder return of 60.68%. However, the 3 year total shareholder return...
NasdaqCM:WULF
NasdaqCM:WULFSoftware

Assessing TeraWulf (WULF) Valuation After Analyst Backing For Its AI Infrastructure Shift

Recent analyst reports have put TeraWulf (WULF) back in the spotlight as the company accelerates its move away from Bitcoin mining toward AI infrastructure, supported by new infrastructure acquisitions and upgraded earnings expectations. See our latest analysis for TeraWulf. TeraWulf’s latest run to a fresh 52 week high has cooled slightly, with a 16.8% 1 month share price return and a very large 1 year total shareholder return. This suggests momentum has been strong even as short term...
NYSE:BTGO
NYSE:BTGOCapital Markets

Is There Now An Opportunity In Bitgo Holdings (BTGO) After 41% Year To Date Share Price Fall

If you are trying to figure out whether Bitgo Holdings at around US$10.87 is a bargain or a value trap, starting with a clear view of what the current price reflects can help you frame the opportunity and the risks. The stock has seen a 1.4% decline over the last 7 days and a 41.2% decline year to date, which can change how the market views its growth potential and risk profile. Recent coverage around Bitgo Holdings has focused on its role in digital asset custody and broader crypto market...
NYSE:DVN
NYSE:DVNOil and Gas

Is Devon Energy (DVN) Still Attractively Priced After Its Recent Share Price Rally?

Investors may be wondering whether Devon Energy at around US$44.04 is offering good value right now, or if most of the opportunity is already priced in. The stock has returned 1.3% over the last 7 days, 21.7% over the last 30 days, 16.3% year to date, 29.8% over 1 year, and 164.3% over 5 years, while the 3 year return sits at a 7.4% decline. This gives a mixed picture of how the market has treated the shares over time. Recent coverage has focused on Devon Energy's position in the US energy...
NYSE:FR
NYSE:FRIndustrial REITs

The Bull Case For First Industrial Realty Trust (FR) Could Change Following Double-Digit Dividend Hike Amid EPS Decline

In early February 2026, First Industrial Realty Trust reported higher fourth-quarter 2025 revenue of US$188.41 million and net income of US$78.85 million, issued 2026 net income guidance of US$1.58–US$1.68 per share, and approved a quarterly dividend increase to US$0.50 per share. While full-year 2025 sales rose to US$727.08 million, net income and earnings per share declined versus 2024, making the double-digit dividend hike a particularly important signal about management’s confidence in...
NYSE:CB
NYSE:CBInsurance

Berkshire Stake And Global Moves Shape Chubb’s Growth And Risk Profile

Berkshire Hathaway has increased its stake in Chubb (NYSE:CB), signaling stronger institutional interest in the insurer. Chubb has raised its ownership in China based Huatai Insurance Group, giving it greater exposure to that market. The company has also entered a digital life insurance partnership with Nubank in Brazil, aiming to reach more customers through Nubank’s platform. For investors watching NYSE:CB, these moves come with the stock at $331.89, with a 1 year return of 26.1% and a 5...
NYSE:VFC
NYSE:VFCLuxury

Is It Time To Reassess V.F (VFC) After A 70% Five Year Share Price Slide?

If you are wondering whether V.F at around US$20.09 is a bargain hiding in plain sight or fairly priced, you are in the right place to focus on what the numbers actually say about value. The share price has seen mixed moves, with a 3.9% decline over the last 7 days, a 6.7% gain over the past month, a 10.6% return year to date, and a 21.7% decline over the past year on top of a 70.2% decline over five years. These swings sit against a backdrop of ongoing brand and portfolio headlines,...
NYSE:VAL
NYSE:VALEnergy Services

Is It Too Late To Consider Valaris (VAL) After Its Near 100% One-Year Rally?

If you are wondering whether Valaris is still reasonably priced after its recent run, this article walks through what the current share price might be implying about the company’s underlying value. The stock closed at US$88.96, with returns of 11.5% over 7 days, 64.8% over 30 days, 70.6% year to date and 98.6% over the past year. This has put valuation questions front and center for many investors. Recent coverage has focused on Valaris as an offshore drilling contractor and how sentiment...
NasdaqCM:SLNO
NasdaqCM:SLNOBiotechs

A Look At Soleno Therapeutics (SLNO) Valuation After Analyst Upgrades On VYKAT XR And Prader Willi Program

Soleno Therapeutics (SLNO) is back in focus after recent analyst reports pointed to stronger than expected early sales of its newly commercialized VYKAT XR, solid new patient starts, and interest in its Prader Willi Syndrome program. See our latest analysis for Soleno Therapeutics. Even with the recent analyst enthusiasm around VYKAT XR and the Prader Willi program, Soleno’s 30 day share price return of 9.37% and year to date share price return decline of 18.38%, alongside a 1 year total...
NYSE:BKH
NYSE:BKHIntegrated Utilities

Should Black Hills’ 2025 Earnings Growth and Higher Sales Require Action From Black Hills (BKH) Investors?

In February 2026, Black Hills Corporation reported past fourth-quarter 2025 results showing sales of US$635.5 million and net income of US$104.9 million, with diluted earnings per share from continuing operations of US$1.39. For the full year 2025, Black Hills grew sales to US$2.31 billion and net income to US$291.6 million, with diluted continuing EPS of US$3.98, highlighting consistent year-on-year earnings expansion. We’ll now consider how this earnings growth, particularly the full-year...
NasdaqGS:CMCSA
NasdaqGS:CMCSATelecom

Comcast Tests Quantum Routing To Strengthen Network Reliability And Investor Story

Comcast (NasdaqGS:CMCSA), Classiq and AMD completed a trial using quantum algorithms to improve network routing resilience for internet delivery. The partners tested quantum driven routing on Comcast infrastructure to support more reliable service and uptime. The trial marks one of the first telecom applications of quantum computing focused on real world network operations. For Comcast, a major broadband and media provider, network reliability is central to its business model. The shift...
NasdaqGM:DJT
NasdaqGM:DJTInteractive Media and Services

A Look At Trump Media (DJT) Valuation As New Crypto ETF Filings Expand Its Business Scope

Trump Media & Technology Group (DJT) is in the spotlight after Truth Social Funds submitted filings to launch two cryptocurrency ETFs tied to Cronos, Bitcoin, and Ethereum, with staking rewards and Crypto.com handling custody and liquidity. See our latest analysis for Trump Media & Technology Group. The ETF filings arrive after a sharp pullback, with a 1 month share price return of 28.55% decline and a 1 year total shareholder return of 64.92% loss. This suggests recent enthusiasm has cooled...
NYSE:WEX
NYSE:WEXDiversified Financial

WEX (WEX) Faces Activist Proxy Fight: Is Capital Allocation Undermining Its Competitive Narrative?

In February 2026, activist investor Impactive Capital escalated pressure on WEX Inc. by launching a proxy contest, nominating four directors and criticizing the company’s operating margins, governance, and long-term performance versus peer Corpay. This challenge comes after WEX completed a US$1.88 billion share repurchase program and reported higher quarterly earnings per share despite largely flat full-year net income, sharpening the focus on how capital has been deployed. We’ll now examine...
NasdaqGM:CAN
NasdaqGM:CANTech

A Look At Canaan (NasdaqGM:CAN) Valuation After Earnings, 2026 Guidance And January Bitcoin Production Update

Why Canaan’s latest numbers matter for shareholders Canaan (NasdaqGM:CAN) just released fourth quarter and full year 2025 results, fresh earnings guidance for the first quarter of 2026, and January Bitcoin production data, giving investors several new reference points to assess the stock. For the fourth quarter ended December 31, 2025, Canaan reported revenue of US$196.27 million, compared with US$88.77 million a year earlier. The company recorded a net loss of US$85.04 million for the...
NYSE:ESRT
NYSE:ESRTOffice REITs

A Look At Empire State Realty Trust (ESRT) Valuation As New Leases And 2026 Guidance Draw Investor Attention

Why Empire State Realty Trust Stock Is Back on Investors’ Radar Empire State Realty Trust (ESRT) just paired fresh leasing wins with tenants like TJ Maxx, JP Morgan Chase Bank, Burlington Stores, and Nespresso with updated earnings guidance and recent quarterly results that have caught investor attention. See our latest analysis for Empire State Realty Trust. Even with fresh leases, updated guidance and the recent SoHo acquisition, Empire State Realty Trust’s share price tells a mixed story,...