U.S. Healthtech Stock News

Alexander & Baldwin (ALEX) has quietly slid about 19% over the past 3 months, putting the Hawaii focused REIT back on value investors’ radar as they weigh its income profile against relatively softer growth. See our latest analysis for Alexander & Baldwin. That recent slide sits against a longer history where the 1 year total shareholder return is negative, even though the 5 year total shareholder return is still positive. This suggests momentum has cooled as investors reassess growth and...

Boeing (BA) shares have been grinding higher recently, and the move has investors asking whether this is just a relief rally or the start of a more durable recovery in the aerospace cycle. See our latest analysis for Boeing. At a latest share price of $206.27, Boeing’s recent 7 day share price return of 10.62 percent and 1 year total shareholder return of 31.35 percent suggest momentum is rebuilding after a softer 90 day share price return of negative 10.13 percent. If Boeing’s rebound has...

U.S. Physical Therapy (USPH) has quietly moved higher over the past week, and that modest rebound stands out against a tougher past 3 months, inviting a closer look at what the market is pricing in. See our latest analysis for U.S. Physical Therapy. That recent 7 day share price return of 2.6% only slightly dents a much weaker year to date. With the 1 year total shareholder return down nearly 20%, momentum still looks more like a reset than a full recovery. If this kind of healthcare name is...

ACV Auctions (ACVA) has been in focus after rolling out AI powered inspection tools and accelerating its commercial expansion, a combination that could reshape how dealers source, evaluate, and move used vehicles on its marketplace. See our latest analysis for ACV Auctions. Despite the buzz around its AI inspections and yard expansion, ACV Auctions’ 1 month share price return of 50.37% comes after a tough stretch, with its 1 year total shareholder return still down 63.34%. This suggests that...

In recent days, Northslope, Teton Ridge, and other partners have deepened their work with Palantir, while the company unveiled its Chain Reaction operating system to tackle AI’s power and compute bottlenecks across energy, grid, and data-center infrastructure, alongside expanding real-time AI collaborations with NVIDIA. These moves highlight how Palantir is pushing its AI platforms into both niche arenas like rodeo sports and mission-critical infrastructure, widening the range of problems...

On December 8, 2025, Structure Therapeutics reported positive topline Phase 2 data for its oral GLP-1 agonist aleniglipron in obesity, showing clinically meaningful, statistically significant weight loss and a safety profile aligned with the drug class across multiple ACCESS studies and an open-label extension. A key insight is that aleniglipron’s once-daily oral, nonpeptide design and lower 2.5 mg starting dose strategy may directly address tolerability and accessibility challenges seen...

Enovix recently reported an 85% year-over-year revenue increase for its fiscal 2025 third quarter, largely powered by growing demand from defense customers following heightened global military spending. This surge in defense-driven sales comes as the company’s valuation has pulled back toward multi-year lows, sharpening investor focus on how its technology fits into expanding security budgets. We’ll now examine how this defense-fueled revenue momentum could influence Enovix’s existing...

In recent years, Ally Financial has faced a 3.2% annual sales decline and falling earnings per share, while its tier one capital ratio stands at 9.7%, raising questions about balance sheet resilience as of today, 9 December 2025. These pressures suggest investors are increasingly focused on whether Ally’s current capital and earnings profile can withstand a more challenging credit and funding backdrop. We’ll now examine how concerns over Ally’s relatively low tier one capital ratio may...

LTC Properties (LTC) has been drifting lower over the past month even as its long term total returns and double digit revenue and earnings growth paint a different picture. That disconnect is where this gets interesting. See our latest analysis for LTC Properties. At around a 3 percent year to date share price return, LTC’s stock has been treading water recently. This suggests momentum is fading even as its five year total shareholder return above 25 percent reflects steady compounding from...

In recent days, Bread Financial Holdings has faced analyst downgrades from Wolfe Research and JPMorgan, even as it reported improved October 2025 credit performance and moved to refinance debt through US$500 million in senior notes and a US$3 billion Series A preferred stock offering. Value-focused investors, including Miller Value Partners, have highlighted Bread Financial’s multi-year transformation, streamlining its model, strengthening underwriting, and bolstering capital and deposits,...

Antero Midstream (AM) keeps grinding higher, with the stock up about 5% over the past month and more than 20% this year, quietly rewarding income focused investors watching energy infrastructure names. See our latest analysis for Antero Midstream. With the share price now at $18.68, Antero Midstream’s steady climb and roughly 20.7% year to date share price return suggest momentum is building. A 1 year total shareholder return of about 31.5% underlines how income plus price gains have...

Occidental Petroleum (OXY) just saw its shares slip after J.P. Morgan cut its rating, citing stretched valuation and heavier leverage, a shift that has clearly cooled investor appetite in the near term. See our latest analysis for Occidental Petroleum. The downgrade comes after a tougher stretch, with Occidental Petroleum’s share price return down sharply year to date and its three year total shareholder return still negative. However, the five year total shareholder return remains robust,...

In its latest quarterly results, AZZ reported US$417.3 million in revenue, a 2% year-on-year increase that still missed analyst expectations, with strong Metal Coatings growth offset by weaker Precoat Metals demand and softer Welding Service activity. This divergence between robust coatings volumes and a slower, seasonally affected services business underlines how different revenue streams are responding unevenly to current market conditions. Next, we’ll examine how modest revenue growth...

GATX (GATX) has quietly pushed higher this month, building on a long track record in railcar and engine leasing that tends to matter more than daily price swings for long term investors. See our latest analysis for GATX. With the share price now around $165.44 and a solid year to date share price return, that three and five year total shareholder return track record suggests momentum is still gently building rather than fading for patient holders. If GATX’s steady climb has you thinking about...

Hilltop Holdings (HTH) has been quietly rewarding patient investors, with the stock gaining about 23% this year and roughly 10% over the past year, despite only modest revenue growth and weaker earnings. See our latest analysis for Hilltop Holdings. The recent 4.9% 1 month share price return, together with a 10.1% 1 year total shareholder return, suggests steady, if unspectacular, momentum as investors slowly re rate Hilltop at around $34.63. If Hilltop’s steady climb has you thinking about...

Wondering if KeyCorp at around $19 is still a smart buy or if the easy gains are already gone? You are not alone. This breakdown aims to cut through the noise and focus on what the numbers really say about value. Over the last week KeyCorp is up 4.1%, 7.2% over the past month, and 14.2% year to date. These moves hint investors are warming back up to regional banks after a rocky stretch. Recent headlines have focused on KeyCorp's strategic positioning among regional banks, regulatory...

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Key Insights Guidewire Software to hold its Annual General Meeting on 15th of December Total pay for CEO Mike Rosenbaum...

Earlier this week, Goldman Sachs upgraded the cloud and data center sub-sector to a top pick and highlighted GDS Holdings as a favored company, citing expected ongoing demand from AI training and inference workloads. This endorsement places GDS at the center of investor attention within AI-related infrastructure, potentially amplifying how the market views its long-term data center expansion and financing plans. We’ll now explore how Goldman Sachs’s upbeat AI-driven sector view could...

Wondering if Allison Transmission Holdings at around $95 a share is a bargain or a trap? You are not alone, and this breakdown is designed to help you decide if the current price still makes sense. The stock has climbed 6.4% over the last week and 16.0% over the last month, but that sits against a tougher backdrop of a -11.7% return year to date and -15.5% over the last year, despite a 132.2% gain over 3 years and 147.1% over 5 years. Recent moves have been driven less by a single headline...

Gulfport Energy (GPOR) has quietly outperformed many peers over the past 3 months, with the stock up more than 20% even after a recent pullback this week. See our latest analysis for Gulfport Energy. That move sits within a solid broader trend, with a 90 day share price return of about 22% and a three year total shareholder return near 200%, suggesting underlying momentum and improving sentiment around Gulfport’s long term cash generation potential. If this kind of steady compounding appeals...

First Solar (FSLR) has quietly pulled back about 4% over the past month after a strong run this year, giving investors a chance to revisit the stock’s setup and long term thesis. See our latest analysis for First Solar. That pullback comes after a strong stretch, with the share price up solidly year to date and the 5 year total shareholder return close to tripling. This suggests momentum is cooling slightly rather than breaking. If First Solar’s run has you thinking about what else could...

Yext (YEXT) just posted third quarter results that flipped last year’s loss into a profit, even as revenue dipped slightly, which puts the stock at an interesting crossroads for investors. See our latest analysis for Yext. That swing back to profitability seems to be nudging sentiment in Yext’s favor, with the share price at $8.82 and a year to date share price return of roughly 35 percent. The 1 year total shareholder return of about 25 percent shows momentum building but still recovering...

Macerich (MAC) just gave investors a meaningful business update at the Nareit REITWorld conference, highlighting record leasing momentum, more than 300 new store openings, and sizable mall asset sales that reshape its long-term portfolio mix. See our latest analysis for Macerich. Despite the upbeat operational story, Macerich’s share price has drifted, with the stock now at $17.40 and a year to date share price return of around negative 14 percent. Its three year total shareholder return of...