U.S. Healthtech Stock News

Andersons (ANDE) just gave investors a two part update: a higher quarterly dividend and an ambitious long term earnings roadmap, and the market is starting to price in that confidence. See our latest analysis for Andersons. The upbeat Investor Day roadmap and dividend bump have clearly resonated, with a 34.6% year to date share price return and a 171.4% five year total shareholder return indicating momentum that investors are supporting rather than fading. If this kind of earnings driven...

In recent months, Markel Group Inc., led by CEO Tom Gayner, has sharpened its insurance focus by exiting loss-making reinsurance, tightening underwriting standards, and prioritizing higher-margin specialty lines while expanding internationally, where operations now generate about a quarter of gross written premiums. An important angle for long-term investors is the combination of this refocus with meaningful insider stock ownership, which signals strong management alignment as Markel leans...

Wolfspeed (WOLF) has been under pressure lately, with the stock down about 6% in the past day and roughly 16% this year, as investors reassess its silicon carbide growth story. See our latest analysis for Wolfspeed. With the latest 1 day share price return of minus 6.55 percent and a year to date share price return of minus 16.02 percent at a closing share price of 18.56 dollars, the near term momentum around Wolfspeed looks to be fading as investors weigh its hefty investment needs against...

CNO Financial Group (CNO) has quietly become a steady compounder, doubling investors money over the past 3 years while delivering rising earnings and modest revenue growth in a relatively defensive insurance niche. See our latest analysis for CNO Financial Group. At around $41.24 per share, CNO’s recent pullback has been mild compared to its solid year to date share price return. It sits against a backdrop of exceptional three year total shareholder returns that suggest momentum is still...

Recent performance and why the stock is on investors' radar Aurora Innovation (AUR) has been drifting lower this year, but its long term return since listing remains striking. This has kept the stock in focus as investors reassess self driving bets and the timing around commercialization. See our latest analysis for Aurora Innovation. The latest slide in Aurora’s share price, including a 1 day share price return of minus 4.77 percent, comes after a volatile stretch where optimism around long...

NCR Atleos (NATL) is in focus after expanding its Allpoint Network, enabling Knoxville TVA Employees Credit Union members to make cash deposits at 3,500 branded ATMs nationwide, including new deposit locations across Tennessee. See our latest analysis for NCR Atleos. NCR Atleos shares now trade at $38.71, and that Knoxville TVA deal helps explain why the year to date share price return of 13.62 percent and 1 year total shareholder return of 16.46 percent point to gradually improving momentum...

On December 3, 2025, Stifel reiterated its Buy rating on Hillman Solutions, describing the company as a leading hardware-products distributor with strong gross profit margins and resilience in a flat home improvement market. Analysts also emphasized Hillman’s discounted valuation relative to peers, arguing this gap, combined with its position to benefit from a future home improvement recovery, underpins a more constructive long-term view. We’ll now examine how renewed analyst confidence in...

Coty’s controlling shareholder JAB Holdings has moved to overhaul the beauty group’s leadership, prompting chair Peter Harf to step down and signaling the expected departure of CEO Sue Nabi after a period of weak performance. This reshuffle raises fresh questions about how quickly new leadership can clarify Coty’s long-term direction, particularly around its ongoing strategic review and category growth priorities. Next, we’ll examine how this leadership shake-up might influence Coty’s...

IDEX Corporation has appointed Sean M. Gillen as Senior Vice President and Chief Financial Officer effective January 5, 2026, while interim CFO Akhil Mahendra returns to his role as Vice President, Corporate Development and Chief Human Resources Officer Melissa S. Flores exits on December 19, 2025. This reshaping of IDEX’s finance and HR leadership brings in a CFO with capital markets and M&A experience that could influence future capital allocation decisions. Next, we’ll examine how...

Wondering if T-Mobile US at around $195 a share is starting to look like a deal, or if the market still has it about right? You are not alone, as plenty of investors are asking the same thing. The stock has slid recently, with returns of around -6.9% over the last week, -8.2% over the last month, and -11.1% year to date. However, the 3-year and 5-year returns of 41.9% and 53.1% still point to a longer-term success story. Part of that pullback reflects shifting sentiment across telecoms as...

Barclays has just initiated coverage on McKesson (MCK) with a positive stance, putting fresh attention on a stock that has slipped about 3% over the past month despite upbeat earnings and revenue expectations. See our latest analysis for McKesson. Zooming out, McKesson’s 14.39% 90 day share price return and hefty 43.73% year to date share price gain, alongside a 41.82% one year total shareholder return, indicate that positive momentum is still very much intact. If this kind of steady...

Morgan Stanley recently completed two fixed-income offerings, including US$5.335 million of 4.050% senior unsecured notes due December 11, 2030, and €20 million of callable floating-rate notes due December 3, 2027, while hosting fixed income and sector conferences earlier this month. At the same time, investors have shown heightened interest through increased options trading and upbeat analyst earnings expectations, signaling that sentiment is increasingly focused on the firm’s upcoming...

Redwire (RDW) has jumped back into focus after winning a $44 million DARPA contract for its Otter VLEO mission and closing the Edge Autonomy acquisition, sharpening its profile in defense focused space infrastructure. See our latest analysis for Redwire. Those wins are arriving after a bruising stretch, with the share price down sharply year to date despite a strong recent rebound and a powerful three year total shareholder return that suggests long term momentum is still intact. If Redwire's...

In December 2025, Stewart Information Services Corporation completed a follow-on equity offering of 1,900,000 common shares at US$68.00 each, raising about US$129.20 million at a discount of US$3.23 per share. This equity raise, coming shortly after the acquisition of Mortgage Contracting Services’ mortgage services business and a new universal shelf registration, signals Stewart’s intention to build financial flexibility for expansion across title, real estate, and related services. Next,...

If you are wondering whether Innodata is still a smart buy after its huge run, or if most of the upside is already priced in, you are not alone in trying to figure out what this stock is really worth. Despite pulling back around 9.3% over the last week and 15.4% over the past month, Innodata is still up an eye catching 32.7% year to date, 51.9% over the last year, and 1706.9% over three years and 927.5% over five years. That kind of performance has coincided with growing enthusiasm around AI...

Zebra Technologies (ZBRA) has quietly bounced about 5% over the past month even as its past 3 months performance remains weak. This leaves investors weighing whether this early momentum hints at a more durable recovery. See our latest analysis for Zebra Technologies. Zooming out, the share price has slid sharply this year, with a steep negative year to date share price return and a 1 year total shareholder return also in the red. As a result, this recent bounce looks more like a tentative...

In December 2025, Saxena White P.A. filed a securities fraud class action lawsuit against Integer Holdings in the Southern District of New York, alleging that the company and certain executives misled investors about its electrophysiology business and growth prospects between July 2024 and October 2025. The case centers on claims that Integer overstated its competitive strength and demand visibility in electrophysiology devices, a product line that previously accounted for a large share of...

Sabine Royalty Trust (SBR) just paired fresh December production figures with a new cash distribution, giving income-focused investors a clear snapshot of both current output and near term payout momentum. See our latest analysis for Sabine Royalty Trust. Despite the latest update, Sabine Royalty Trust’s unit price has eased back to $69.03, with softer recent share price returns but a still solid one year total shareholder return suggesting momentum is cooling rather than collapsing. If...

Maplebear (CART) has been quietly grinding higher, with the stock up around 14% over the past month after a choppy past 3 months. That move has investors revisiting Instacart’s fundamentals. See our latest analysis for Maplebear. Zooming out, that recent 14.1% 1 month share price return has only modestly improved Maplebear’s 1 year total shareholder return of 7.6%. This suggests momentum is building but not yet euphoric at around $44.96 a share. If Instacart’s move has you rethinking what...

In early December 2025, Trimble Inc. announced that its board had authorized a new share repurchase program of up to US$1.00 billion in common stock, with no expiration date, replacing its prior US$1.00 billion authorization. Trimble also expanded its Trimble Technology Outlet network by adding Southeastern Equipment Company as an authorized reseller across five U.S. states, underscoring how capital returns are being paired with efforts to widen the reach of its construction technology...

Aramark (ARMK) just secured a better deal on its massive 2030 Term Loan B, trimming pricing by 25 basis points on 2.4 billion dollars, a quiet but meaningful improvement in its financing costs. See our latest analysis for Aramark. The refinancing lands at a time when Aramark’s 1 year total shareholder return is slightly negative, even as its 3 year and 5 year total shareholder returns remain solidly positive. This suggests that longer term momentum is intact, while near term enthusiasm has...

DuPont de Nemours has completed the separation of its electronics division into Qnity Electronics, Inc., reported strong third-quarter results driven by higher volumes, and launched a US$2.00 billion share repurchase program amid ongoing operational improvements. This combination of portfolio reshaping, volume-led earnings strength, and capital returns signals a clearer focus on healthcare and water businesses as future growth engines. We’ll now examine how the Qnity spin-off and new US$2.00...

Essex Property Trust (ESS) just tapped the bond market, issuing 350 million dollars of 4.875% senior notes due 2036. The company aims to tidy up near term debt and keep some dry powder for future deals. See our latest analysis for Essex Property Trust. That backdrop helps explain why, despite a 1 month share price return of just over 1% and a recent dividend affirmation, Essex’s 1 year total shareholder return is still negative, even though its 3 year total shareholder return remains firmly...

In recent days, FedEx has outlined progress on its multi-year DRIVE and Network 2.0 transformation, reaffirmed its FY2026 guidance, and detailed plans to spin off FedEx Freight into a separate public company by June 2026 to improve operational focus and unlock value. At the same time, several research firms have reiterated positive views on FedEx’s long-term prospects, highlighting efficiency gains, technology investments such as AI and automation, and the planned Freight separation as key...