U.S. Healthtech Stock News

NYSE:RIG
NYSE:RIGEnergy Services

Transocean (RIG) Returns To Quarterly Profit As TTM Losses Challenge Bullish Turnaround Narrative

Transocean (RIG) closed out FY 2025 with fourth quarter revenue of US$1.0 billion and basic EPS of US$0.02, alongside net income of US$25 million that capped a trailing twelve month loss of US$2.9 billion and TTM EPS of a US$3.04 loss. Over the past six quarters, revenue has moved from US$948 million in Q3 2024 to US$952 million in Q4 2024 and then to US$906 million, US$988 million, US$1.0 billion and US$1.0 billion through Q4 2025. Quarterly EPS shifted from US$0.01 and a US$0.56 loss in...
NasdaqGS:CVLT
NasdaqGS:CVLTSoftware

Is It Time To Revisit Commvault Systems (CVLT) After The Recent Share Price Slide

If you are wondering whether Commvault Systems at around US$91 a share is offering good value today, you are not alone. This article is built to help you frame that question clearly. The stock has returned 3.8% over the last 7 days, but that sits against a 26.5% decline over 30 days, a 26.7% decline year to date, and a 46.7% decline over 1 year, with 3 year and 5 year returns of 52.3% and 42.8% respectively. Recently, attention on Commvault Systems has been driven mainly by ongoing...
NYSE:EXR
NYSE:EXRSpecialized REITs

Extra Space Storage (EXR) Q4 FFO Strengthens Bullish Narratives Despite Muted Revenue Trends

Extra Space Storage (EXR) closed out FY 2025 with Q4 revenue of US$865.0 million and basic EPS of US$1.36, alongside funds from operations of US$440.3 million, highlighting how the storage REIT is converting its footprint into cash flow. Over the past year, the company reported revenue of US$826.9 million in Q4 2024 and US$865.0 million in Q4 2025, while trailing 12 month basic EPS sits at US$4.59, giving investors a clearer view of how earnings are tracking through the cycle. With trailing...
NYSE:NATL
NYSE:NATLDiversified Financial

A Look At NCR Atleos (NATL) Valuation After Its Expanded UnionPay ATM Access In The UK

NCR Atleos (NATL) recently expanded its partnership with UnionPay, giving cardholders access to cash at 13,000 Cashzone ATMs across the UK. This move is closely tied to spending by visiting Chinese tourists. See our latest analysis for NCR Atleos. The UnionPay expansion comes as NCR Atleos’ share price sits at US$42.16, with a 30 day share price return of 12.04% and a 90 day gain of 17.40%. Its 1 year total shareholder return of 43.16% points to momentum that investors are watching...
NYSE:PPL
NYSE:PPLElectric Utilities

PPL (PPL) Margin Expansion Reinforces Bullish Earnings Narrative Despite Rich Valuation

PPL FY 2025 earnings: higher margins, richer valuation PPL (PPL) closed FY 2025 with fourth quarter revenue of US$2.3 billion and basic EPS of US$0.36, alongside trailing twelve month revenue of US$9.0 billion and EPS of US$1.60, capped by a net profit margin of 13.1% compared with 10.5% a year earlier. The company has seen trailing twelve month net income move from US$886 million in the 2024 fourth quarter period to US$1.2 billion by the 2025 fourth quarter period. Quarterly EPS ranged from...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Assessing Lam Research (LRCX) Valuation After Strong Momentum And Mixed Signals On Pricing

Recent performance context for Lam Research Lam Research (LRCX) has drawn attention after a strong run over the past year, with total return data and recent price moves prompting some investors to reassess how its current valuation lines up with underlying fundamentals. See our latest analysis for Lam Research. The recent 3.2% 1 day share price return, together with a 12.4% 1 month share price return and a very large 1 year total shareholder return, points to strong momentum as investors...
NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

Assessing MicroStrategy (MSTR) Valuation As Bitcoin-Linked Treasury Story Faces Sharp Share Price Swings

Intro Strategy (MSTR) continues to attract attention as a bitcoin treasury company and AI-powered analytics provider. It offers securities tied to Bitcoin alongside enterprise software, which gives investors a mixed exposure story to consider. See our latest analysis for Strategy. At a share price of US$131.05, Strategy’s recent 1 day share price return of 1.24% sits alongside a 30 day share price decline of 19.66% and a 1 year total shareholder return loss of 56.27%. The 3 year total...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

Assessing Nvidia (NVDA) Valuation After Recent Share Price Moves And AI Growth Expectations

What NVIDIA (NVDA) investors may focus on right now NVIDIA (NVDA) is back in focus for investors after recent share price moves, with the stock last closing at $189.82 and recording mixed returns over the past week, month, and past 3 months. Alongside that price action, the company reports annual revenue of $187.142b and net income of $99.198b. This gives you a starting point to think about how the current valuation lines up with its underlying business scale. See our latest analysis for...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

Assessing DraftKings (DKNG) Valuation After Strong Results And Cautious 2026 Guidance

DraftKings (DKNG) is back in focus after reporting strong fourth quarter profitability and full year results. The company then paired that performance with cautious 2026 guidance that has reset expectations and sharpened attention on its spending plans. See our latest analysis for DraftKings. The share price reaction has been harsh, with a 30 day share price return of 25.56% decline and a year to date share price return of 37.44% decline. The 1 year total shareholder return of 51.04% loss...
NasdaqGS:STLD
NasdaqGS:STLDMetals and Mining

Is Steel Dynamics (STLD) Still Attractive After Strong Multi Year Share Price Gains

If you are looking at Steel Dynamics and wondering whether the current share price really reflects its underlying value, this article will walk you through what the numbers are saying and where valuation questions still remain. The stock last closed at US$193.39, with returns of 0.9% over 7 days, 6.7% over 30 days, 9.8% year to date, 50.1% over 1 year and 70.6% over 3 years, while the 5 year return is very large. Recent coverage has focused on Steel Dynamics' position within the US steel...
NYSE:DIS
NYSE:DISEntertainment

Assessing Walt Disney (DIS) Valuation As Views Diverge On Undervaluation Versus DCF Fair Value

Recent performance snapshot for Walt Disney (DIS) Walt Disney (DIS) has seen mixed share performance recently, with a 0.4% decline over the past day, a small gain over the past week, and a decline over the past month, while the past 3 months are positive. See our latest analysis for Walt Disney. At the current share price of $105.58, Walt Disney’s recent 30-day share price return of a 4.87% decline contrasts with a 3.57% gain over 90 days and a 1-year total shareholder return of a 1.76%...
NYSE:BE
NYSE:BEElectrical

Bloom Energy’s AI Data Center Deals Deepen Growth And Execution Questions

Bloom Energy (NYSE:BE) is securing large AI data center power deals, including a multibillion dollar agreement with Brookfield Asset Management. The company is also working with Oracle and American Electric Power to expand on site power solutions for data centers. These partnerships reflect rising demand for reliable, scalable power as AI driven data center construction accelerates. For investors tracking NYSE:BE, this news comes with the stock at a share price of $147.55 and very large 1...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Broadcom (AVGO) Valuation Check After Recent 90 Day Share Price Pullback

Broadcom’s Recent Share Performance and Business Snapshot Broadcom (AVGO) has seen mixed share performance recently, with a small 1 day decline, modest gains over the past week and month, and a double digit decline over the past 3 months. For readers looking at the business behind those moves, Broadcom reports annual revenue of US$63.9b and net income of US$23.1b. This reflects its role across semiconductor solutions and infrastructure software, including networking, storage, broadband,...
NYSE:PFE
NYSE:PFEPharmaceuticals

Assessing Pfizer (PFE) Valuation As Investors Revisit Mixed Returns And Oncology Growth Prospects

Why Pfizer (PFE) is on investors’ radar today Pfizer (PFE) is back in focus as investors reassess the stock after a period of mixed returns, with the share price around $26.65 and a value score of 4 based on current metrics. See our latest analysis for Pfizer. Recent trading has been choppy, with a 1-day share price return of a 0.78% decline and a 7-day share price return of a 3.37% decline. However, the 30-day and year to date share price returns of 3.90% and 5.84% suggest some cautious...
NYSE:MAC
NYSE:MACRetail REITs

Macerich (MAC) FFO Of US$143 Million Puts Cash Generation Narrative To The Test

Macerich (MAC) closed out FY 2025 with Q4 revenue of US$280.3 million, a loss per share of US$0.07 and funds from operations of US$143.4 million, putting the REIT's core cash generation front and center for this update. Over recent periods, the company has seen quarterly revenue move between US$212.3 million and US$339.2 million while basic EPS has ranged from a loss of US$0.89 to a small profit of US$0.36. This underscores how headline earnings can differ from the underlying FFO profile...
NYSE:UNP
NYSE:UNPTransportation

Tariff Ruling Boosting Rail Stocks Might Change The Case For Investing In Union Pacific (UNP)

Recently, transportation stocks including Union Pacific Railroad Company rose after the Supreme Court ruled that many tariffs from the previous administration were illegal, improving sentiment toward rail and other trade‑exposed carriers. This legal shift has meaningful implications for cross‑border freight flows and cost planning, potentially reshaping how investors think about Union Pacific’s long‑term volume opportunities. Next, we’ll explore how the tariff ruling’s potential boost to...
NasdaqGS:ADBE
NasdaqGS:ADBESoftware

Adobe Faces AI Repricing As Stock Slide Meets Undervaluation Signals

Adobe (NasdaqGS:ADBE) is being reassessed by the market as investors question how artificial intelligence could disrupt its core software franchises. Recent analyst downgrades and bearish institutional options positioning have coincided with a broader sell off in software names exposed to AI driven competition. Management is leaning on share repurchases and solid large enterprise demand as signals of confidence, while sentiment around the stock remains pressured. For you as an investor, the...
NYSE:ORA
NYSE:ORARenewable Energy

Is Ormat Technologies (ORA) Pricing Look Stretched After Strong One Year Share Price Rally?

Wondering whether Ormat Technologies at around US$120 a share looks expensive, fair, or misunderstood on price? This article walks through the key numbers so you can judge the value for yourself. The stock has seen a mixed pattern recently, with a 0.3% decline over the last 7 days, a 2.0% return over 30 days, 5.6% year to date, and 74.3% over 1 year, alongside 48.3% over 3 years and 37.0% over 5 years. Recent coverage around Ormat has focused on its position in the utilities space and how...
NYSE:LHX
NYSE:LHXAerospace & Defense

L3Harris THAAD Contract Adds Context To Valuation And Momentum Story

L3Harris Technologies (NYSE:LHX) has secured a nearly $400 million contract to support the Missile Defense Agency's THAAD missile defense system. The company will supply solid rocket boost motors and Liquid Divert and Attitude Control Systems under the new award. The contract reinforces L3Harris' role as a key supplier to U.S. and allied missile defense programs. L3Harris Technologies, trading at around $358.7 per share, is in a notable position within the defense sector as a core supplier...
NYSE:JXN
NYSE:JXNDiversified Financial

Is It Too Late To Consider Jackson Financial (JXN) After A 176.8% Three Year Run?

If you are wondering whether Jackson Financial's current share price really reflects its value, you are not alone and this article is here to unpack that question clearly. The stock most recently closed at US$113.74, with returns of 1.5% over the last 7 days, 3.0% over 30 days, 5.8% year to date, 38.0% over 1 year and 176.8% over 3 years. This naturally raises questions about how much of this performance is already priced in. Recent coverage has focused on Jackson Financial as investors...
NYSE:CPA
NYSE:CPAAirlines

Assessing Copa Holdings (NYSE:CPA) Valuation After Earnings Beat And Dividend Increase

Earnings and dividend move into focus for Copa Holdings (NYSE:CPA) Copa Holdings (NYSE:CPA) is back on investors’ radar after reporting higher fourth quarter and full year 2025 revenue and net income, alongside approving a 2026 quarterly dividend of US$1.71 per share. See our latest analysis for Copa Holdings. Despite the earnings beat and the new 2026 dividend, Copa Holdings’ recent 1-day share price return of a 5.42% decline and 7-day share price return of a 7.40% decline sit against a...
NYSE:AVY
NYSE:AVYPackaging

A Look At Avery Dennison (AVY) Valuation After Mixed Quarter And Solid Cash Generation

Conference spotlight after mixed quarter Avery Dennison (AVY) heads into Citi's Global Industrial Tech & Mobility Conference following a mixed fourth quarter, where revenue slightly missed expectations but next quarter EPS guidance came in above estimates. The company reported solid full-year 2025 results despite tariff effects and softer consumer volumes, maintaining its adjusted EBITDA margin and generating strong free cash flow, while the stock has risen 4.1% since the earnings...
NYSE:MA
NYSE:MADiversified Financial

Did Ericsson Tie-Up to Power Wallets in Emerging Markets Just Shift Mastercard's (MA) Investment Narrative?

On 18 February 2026, Ericsson and Mastercard announced a collaboration to integrate the Ericsson Fintech Platform with Mastercard Move, aiming to expand digital wallet and payment services for telecom operators, banks, and fintechs, with an initial rollout in the Middle East and Africa to support unbanked and underbanked communities. By combining Ericsson’s cloud-native fintech infrastructure with Mastercard’s money-movement network spanning 200 countries and territories and more than 17...
NasdaqGS:CVLT
NasdaqGS:CVLTSoftware

A Look At Commvault Systems (CVLT) Valuation After SaaS Slowdown And Legal Investigations

Commvault Systems (CVLT) is under legal scrutiny after several law firms opened investigations into potential securities law violations following Q3 FY2026 results, where SaaS ARR growth slowed to 40% and investor losses mounted. See our latest analysis for Commvault Systems. The legal investigations and SaaS ARR slowdown news came after a sharp reset in sentiment, with a 30 day share price return of a 21.04% decline and a year to date share price return of a 25.64% decline. The 1 year total...