U.S. Healthtech Stock News

In December 2025, Oruka Therapeutics announced that Board member Cameron Turtle resigned and was replaced by commercial veteran Chris Martin, who will serve as a Class II director and chair the Compensation Committee while also joining the Audit Committee. Martin’s track record in building and executing launch strategies at companies that later attracted multi-billion-dollar acquisitions highlights Oruka’s increasing focus on preparing its pipeline for potential commercialization. We’ll now...

In recent days, Williams-Sonoma has faced ongoing store closures and soft same-store sales, even as the Federal Reserve cut interest rates and expanded its balance sheet to support economic growth. This mix of internal headwinds and a more supportive monetary backdrop highlights the tension between the company’s need to adjust its strategy and improving broader market conditions. We’ll now examine how easier monetary policy, alongside Williams-Sonoma’s weaker same-store sales trends, could...

West Pharmaceutical Services (WST) has been drifting lower this year, and with the stock down about 19% year to date, investors are starting to revisit the story with a fresh valuation lens. See our latest analysis for West Pharmaceutical Services. The recent pullback has come despite steady underlying growth, with the 90 day share price return of 3.89% only partially offsetting the 18.52% year to date share price decline and softer 1 year total shareholder return of 18.67%. This suggests...

Why Ollie's latest earnings caught Wall Street's attention Ollie's Bargain Outlet Holdings (OLLI) just delivered third quarter numbers that topped profit expectations and came with a guidance bump, a combination that usually makes investors sit up and take notice. See our latest analysis for Ollie's Bargain Outlet Holdings. Even with the latest beat and a guidance raise, the stock’s recent momentum has cooled, with a roughly 16 percent 3 month share price decline. However, a solid 3 year...

Earlier in December, Philip Morris International’s board declared a regular quarterly dividend of US$1.47 per share and renewed multi‑year credit facilities totaling US$2.00 billion and €1.50 billion to support general corporate needs and working capital. Ferrari announced it has renewed and upgraded its long‑running partnership with Philip Morris International, while the company continues to emphasize smoke‑free products and reaffirmed its 2025 earnings guidance of US$7.39 to US$7.49 in...

Group 1 Automotive (GPI) has quietly delivered strong multi year returns, even as the stock has slipped about 3% over the past day and 11% over the past 3 months. That disconnect has value investors taking a closer look. See our latest analysis for Group 1 Automotive. At around $413.74, the recent pullback in Group 1 Automotive’s share price contrasts with its substantial three and five year total shareholder returns. This suggests that momentum has cooled a little, even as the longer term...

Earlier this month, Medical Properties Trust announced a 12% dividend increase, highlighted progress in upgrading its tenant base, and authorized a US$150,000,000 share repurchase program after several years of balance sheet repair. By replacing bankrupt tenants with stronger hospital operators and signaling confidence through buybacks and higher payouts, the REIT is directly addressing prior concerns about tenant quality and dividend reliability. Now we’ll explore how this dividend hike and...

UL Solutions (ULS) just wrapped up a $975 million follow on equity offering, with former parent ULSE fully exiting its Class A stake. This secondary sale reshapes the stock’s ownership and narrative. See our latest analysis for UL Solutions. Against that backdrop, UL Solutions’ share price at $77.88 still reflects strong momentum, with a robust year to date share price return and solid one year total shareholder return. This suggests investors see durable growth despite recent secondary sale...

Cohen & Steers, Inc. recently expanded its active ETF lineup by launching the Cohen & Steers Infrastructure Opportunities Active ETF (CSIO) and the Cohen & Steers Short Duration Preferred and Income Active ETF (CSSD), both now trading on NYSE Arca and targeting infrastructure and preferred securities exposure. This move broadens the firm’s specialist real assets and alternative income platform, giving investors additional actively managed ETF options that combine Cohen & Steers’ asset-class...

AeroVironment recently reported very large year-on-year revenue growth to US$472.51 million and raised its fiscal 2026 sales outlook, even as higher integration and operational costs pushed the company into a quarterly net loss and prompted a cut to full-year profit guidance. At the same time, AeroVironment has secured multi‑year defense and security wins, including an up to US$874.26 million U.S. Army IDIQ and a US$4.8 million U.S. Coast Guard robotics contract, that reinforce its role as a...

Earlier this week, Guggenheim initiated coverage of monday.com with a positive rating, highlighting its AI capabilities and rapid growth in newer products such as CRM, Dev, and Service. The firm argued that monday.com’s broader, sales-led multi-product strategy is not yet fully reflected in how the market values the business. We’ll now examine how Guggenheim’s confidence in monday.com’s AI-driven, multi-product expansion could influence the company’s broader investment narrative. The best AI...

In recent days, VectorCare, in partnership with Lyft, launched the Lyft Smart on FHIR App for Epic’s App Market, while Lyft also advanced its AI customer support capabilities and participated in promotional and investor events, all against the backdrop of intensifying autonomous vehicle competition and a reported hit-and-run incident involving a Lyft driver. Together, these developments highlight Lyft’s push to embed its services deeper into healthcare and digital ecosystems even as...

S&P Global (SPGI) is leaning hard into enterprise AI, pairing a new multi year partnership with Google Cloud and fresh AWS integrations to push its data deeper into customers everyday workflows. See our latest analysis for S&P Global. The steady drumbeat of AI partnerships and fresh debt issuance has not yet translated into a breakout move, with the share price at $501.03 and a roughly flat 1 year total shareholder return. However, a strong 3 year total shareholder return suggests the long...

Jabil (JBL) just got caught in the latest market rotation, sliding after investors stepped back from AI exposed manufacturers. But that pullback is colliding with a busy stretch of operational and governance developments. See our latest analysis for Jabil. Despite the latest 5.1% one day share price drop to about $222, Jabil still shows strong momentum, with a roughly mid 50s year to date share price return and a powerful multi year total shareholder return above 400%. This suggests investors...

In early December 2025, Huntington Bancshares reduced its prime rate from 7% to 6.75%, following an earlier cut in October, and its board has declared a US$356.25 per-share quarterly dividend on its 5.70% Series I Non-Cumulative Perpetual Preferred Stock, payable in March 2026. This prime rate cut directly lowers borrowing costs for customers on variable-rate products and offers fresh insight into how Huntington is positioning its balance sheet and loan growth priorities amid changing...

Microchip Technology (MCHP) just nudged its December quarter outlook higher, now aiming for about 1% sequential sales growth and roughly 12% revenue growth year over year, helped by demand tied to AI friendly data center products. See our latest analysis for Microchip Technology. The upgraded outlook comes after a run of upbeat catalysts, including new ultra efficient power monitors and upcoming tech conference appearances. Investors have noticed, with a strong 1 month share price return of...

On the back of fresh first quarter numbers, IDT (IDT) is suddenly back on many radars, with revenue, margins, and cash generation all moving in the right direction at the same time. See our latest analysis for IDT. Those stronger fintech earnings, the ongoing share buyback, and a steady dividend seem to be reshaping sentiment, with the 1 day share price return of 2.1% building on a solid year to date share price gain. The three year total shareholder return of 87.6% shows the longer term...

Asana (ASAN) just paired its latest earnings report with fresh revenue guidance, giving investors a clearer line of sight on growth while the stock digests a year of mixed, but improving, performance trends. See our latest analysis for Asana. The new guidance and leadership changes land after a choppy stretch, with an 11.15% 1 month share price return but a steep year to date share price decline and a 1 year total shareholder return of minus 40.58%. This shows momentum is only tentatively...

In recent months, Texas Instruments has drawn heightened attention as it approaches an earnings release, with analysts forecasting revenue growth but slightly lower earnings per share year over year, alongside ongoing dividend increases and a Zacks Rank of #4 (Sell) signaling cautious sentiment. At the same time, lawsuits alleging that its chips indirectly ended up in Russian weapons, combined with mixed analyst views and shifting tariffs, have added legal and geopolitical uncertainty to an...

Old Dominion Freight Line (ODFL) just delivered an interesting mix of data, with November freight volumes slipping but revenue per hundredweight climbing, and the stock jumping after the Federal Reserve’s rate cut boosted sentiment around economically sensitive transport names. See our latest analysis for Old Dominion Freight Line. The November update landed in the middle of a broader rebound, with a roughly 14.9% 1 month share price return helping claw back some of this year’s weakness...

Lowe's Companies (LOW) just delivered another earnings beat and raised its full year sales outlook. The stock is benefiting from rising margins, stronger Pro and online demand, and growing optimism about potential rate cuts. See our latest analysis for Lowe's Companies. Despite a softer 90 day share price return of 9.03%, Lowe's 1 month share price return of 5.36% and five year total shareholder return of 66.13% suggest longer term momentum and confidence are still very much intact around the...

Astronics’ recent recognition by Zacks with a top-tier trend-investing rating, supported by strong fundamentals and upbeat brokerage commentary, has drawn fresh attention from investors over the past week. This wave of positive analyst sentiment has elevated Astronics’ profile among trend-focused market participants, potentially amplifying how quickly new information influences expectations for the business. With analyst enthusiasm now in sharper focus, we’ll examine how this heightened...

Investors may be wondering if Parsons at around $63 is starting to look like value after its run up over the last few years, or if it is still pricing in too much optimism. The stock has pulled back sharply, down about 5% over the last week, 26.7% over the past month, and 30% year to date, even though it is still up roughly 80.3% over five years. That reversal comes as investors respond to shifting sentiment around government and critical infrastructure spending, along with a broader...

nCino (NCNO) just checked two big boxes investors care about, delivering solid third quarter growth and then greenlighting a fresh $100 million share repurchase program that underscores management’s confidence in the business. See our latest analysis for nCino. Even with the new buyback and upbeat guidance following its third quarter results and AI focused product push, nCino’s 1 year total shareholder return of negative 28.17 percent and year to date share price return of negative 23.77...