U.S. Healthtech Stock News

NasdaqGS:FTAI
NasdaqGS:FTAITrade Distributors

FTAI Aviation Taps Engine Expertise For Data Center Power Growth Potential

FTAI Aviation launched FTAI Power, a new division focused on using aircraft engines as power solutions for data centers. The company entered multi year partnerships with Palantir for AI driven productivity tools and CFM International for access to engine components. These moves mark a shift for NasdaqGS:FTAI toward the power infrastructure and data center market alongside its aviation leasing business. NasdaqGS:FTAI is moving beyond its traditional role in aviation leasing by tying its...
NasdaqGS:CHTR
NasdaqGS:CHTRMedia

A Look At Charter Communications (CHTR) Valuation After Earnings Weakness And Spectrum Subscriber Losses

What the latest earnings and Spectrum moves mean for Charter Communications (CHTR) Charter Communications (CHTR) has drawn fresh attention after reporting fourth quarter and full year 2025 results that showed lower sales and net income, along with continued internet customer losses at Spectrum, as well as new Wi-Fi offerings and service guarantees. See our latest analysis for Charter Communications. The recent earnings update, continued Spectrum internet customer losses and ongoing share...
NYSE:MMM
NYSE:MMMIndustrials

Assessing 3M (MMM) Valuation After New Mixed Securities Shelf Registration Filing

3M (MMM) recently filed an automatic mixed securities shelf registration that allows it to issue common stock and debt securities as needed. This gives the company added flexibility to fund operations and potential growth projects. See our latest analysis for 3M. At a share price of $165.08, 3M has a 1-year total shareholder return of 10.42%, while the 3-year total shareholder return of about 7x and 5-year total shareholder return of 32.87% point to stronger longer term momentum than the more...
NYSE:CACI
NYSE:CACIProfessional Services

A Look At CACI International’s (CACI) Valuation After New US Army Contract And Strong Quarterly Results

CACI International (CACI) is back in focus after securing a five year US$250 million task order with the US Army to support electronic warfare and spectrum dominance capabilities, extending its role in defense technology programs. See our latest analysis for CACI International. At a share price of US$598.32, CACI’s recent 6.95% 1 month share price return and 59.45% 1 year total shareholder return indicate that momentum has been building. The new US Army task order adds to a series of contract...
NasdaqGS:NTGR
NasdaqGS:NTGRCommunications

Netgear (NTGR) Q4 Loss Narrows To US$0.7m And Tests Bearish Profitability Narratives

NETGEAR (NTGR) has wrapped up FY 2025 with Q4 revenue of US$182.5 million and a basic EPS loss of US$0.02, while trailing twelve month revenue sits at US$699.6 million with a basic EPS loss of US$0.63. Over recent quarters, revenue has moved between US$162.1 million and US$184.6 million per quarter, as basic EPS shifted from a loss of US$0.31 in Q4 2024 to a loss of US$0.02 in Q4 2025. This sets up a story where investors are weighing gradual revenue progress against still thin margins and...
NasdaqGS:ODFL
NasdaqGS:ODFLTransportation

Old Dominion Freight Line Margin Compression Tests Bullish Earnings Growth Narrative

Old Dominion Freight Line (ODFL) has wrapped up FY 2025 with fourth quarter revenue of US$1.3b and basic EPS of US$1.10, compared with US$1.39b of revenue and EPS of US$1.23 in the same quarter a year earlier, while trailing twelve month EPS came in at US$4.86 on revenue of US$5.5b. Over recent quarters the company has seen revenue move from US$1.47b and EPS of US$1.44 in Q3 2024 to US$1.41b and US$1.27 in Q2 2025, then to US$1.41b and US$1.29 in Q3 2025 before the most recent Q4 numbers...
NYSE:ABM
NYSE:ABMCommercial Services

Is ABM Industries (ABM) Offering Value After Mixed Returns And Strong DCF Signal?

If you are wondering whether ABM Industries at around US$47.12 is offering good value today, it helps to step back from the headline share price and look at what the underlying numbers are suggesting. The stock has returned 2.9% over the last 7 days and 7.6% over the last month, with year to date returns of 10.4%. However, the 1 year return of a 9.7% decline sits alongside gains of 8.3% over 3 years and 27.6% over 5 years. These mixed returns sit against a backdrop of ongoing interest in ABM...
NYSE:HP
NYSE:HPEnergy Services

Helmerich & Payne (HP) EPS Loss In Q1 2026 Tests Profitability Recovery Narratives

Helmerich & Payne (HP) opened Q1 2026 with revenue of about US$1.0 billion and a basic EPS loss of US$0.97, as net income excluding extra items came in at a loss of US$96.7 million. Over the last year, the company has seen quarterly revenue stay around the US$1.0 billion mark while EPS has swung from a profit of US$0.55 in Q1 2025 to losses of US$1.64 in Q3 2025, US$0.58 in Q4 2025, and now US$0.97 in Q1 2026. This sets up a results season in which investors are likely to focus on how quickly...
NasdaqGS:SIGI
NasdaqGS:SIGIInsurance

Selective Insurance Group Insider Buying Aligns With Tighter Board Governance

Selective Insurance Group director increased a personal stake in the company through a recent share purchase. The transaction coincides with board approved amendments to the company’s bylaws on director eligibility and leadership responsibilities. The combination of insider buying and governance updates is drawing attention from existing shareholders and potential investors. Selective Insurance Group, traded as NasdaqGS:SIGI, is drawing fresh interest after this insider move at a share...
NYSE:STE
NYSE:STEMedical Equipment

Steris (STE) Margin Improvement Tests Premium P/E Narrative After Q3 2026 Earnings

STERIS (STE) has put solid numbers on the board for Q3 2026, with revenue of US$1.5b and basic EPS of US$1.96, backed by trailing twelve month EPS of US$7.21 on revenue of about US$5.8b. The company has seen quarterly revenue move from US$1.33b in Q2 2025 to US$1.50b in Q3 2026, while basic EPS has tracked from US$1.52 to US$1.96 over the same stretch, giving investors a clear run of higher top line and earnings figures to measure against. With trailing net margin sitting at 12.2% versus...
NYSE:BKH
NYSE:BKHIntegrated Utilities

Black Hills (BKH) Earnings Growth And 12.6% Margin Reinforce Steady Compounder Narrative

Black Hills reported fourth quarter FY 2025 revenue of US$635.5 million with basic EPS of US$1.39, alongside trailing twelve month revenue of US$2.3 billion and EPS of US$3.99 that reflects steady earnings over the past year. The company has seen revenue move from US$2.1 billion and EPS of US$3.70 on a trailing basis in Q3 FY 2024 to US$2.3 billion and EPS of US$3.99 by Q4 FY 2025. This sets up a story where the key question is how much of that earnings power is repeatable. With a trailing...
NYSE:GWW
NYSE:GWWTrade Distributors

A Look At W.W. Grainger (GWW) Valuation After Q4 2025 Beat And Upbeat 2026 Outlook

W.W. Grainger (GWW) is back in focus after its fourth quarter 2025 report. Sales of US$4.43b topped market expectations and management paired the update with a detailed 2026 outlook. See our latest analysis for W.W. Grainger. Grainger shares have climbed recently, with a 7 day share price return of 9.33% and a 30 day move of 14.98%. The 1 year total shareholder return of 14.20% and 5 year total shareholder return of 232.74% point to momentum that has built over time, despite a 1 day share...
NasdaqGS:ORLY
NasdaqGS:ORLYSpecialty Retail

O'Reilly Automotive (ORLY) Same Store Sales Growth Reinforces Steady Bullish Narratives

O'Reilly Automotive (ORLY) has wrapped up FY 2025 with fourth quarter revenue of US$4.4b and basic EPS of US$0.72, alongside trailing 12 month revenue of US$17.8b and EPS of US$2.98 that frame the latest print in a broader context. Over recent quarters, the company has seen revenue range from US$4.1b to US$4.7b and quarterly EPS move between US$0.63 and US$0.86, giving investors a clear view of how sales and earnings have tracked through the year. With net income, EPS and margins all firmly...
NYSE:PFS
NYSE:PFSBanks

A Look At Provident Financial Services (PFS) Valuation After Earnings Beat Buyback And Dividend Update

Provident Financial Services (PFS) is back on investors’ radar after reporting better than expected fourth quarter earnings, updating its 2026 outlook, and pairing a fresh buyback authorization with a reaffirmed quarterly dividend. See our latest analysis for Provident Financial Services. The recent earnings beat, updated 2026 outlook and fresh buyback and dividend decisions have coincided with a sharp improvement in sentiment. A 30 day share price return of 16.81% and a 1 year total...
NasdaqGS:CSGP
NasdaqGS:CSGPReal Estate

Is CoStar Group (CSGP) Pricing Reflect Recent Stock Slide And Real Estate Data Focus?

If you are wondering whether CoStar Group's current share price reflects its underlying worth, you are not alone. The stock's recent performance has left plenty of questions about value on the table. The share price closed at US$50.99, with returns of a 17.7% decline over 7 days, a 24.1% decline over 30 days, a 22.4% decline year to date, a 34.8% decline over 1 year, a 32.7% decline over 3 years and a 44.9% decline over 5 years. Recent news coverage has focused on CoStar Group's role as a...
NYSE:AROC
NYSE:AROCEnergy Services

Assessing Archrock (AROC) Valuation After A Higher Dividend Signals Management Confidence

Dividend increase puts Archrock in focus Archrock (AROC) is back on income investors’ radar after its Board approved a higher quarterly dividend of $0.22 per share, or $0.88 on an annualized basis, for the fourth quarter of 2025. See our latest analysis for Archrock. That higher dividend comes on top of a strong run in the share price, with the stock at US$30.74 after a 1 month share price return of 18.87% and a 3 year total shareholder return of about 3.7x. Investors may weigh that recent...
NYSE:COMP
NYSE:COMPReal Estate

Is It Too Late To Consider Compass (COMP) After Its Strong Multi‑Year Share Price Run?

If you are asking whether Compass at US$12.04 still offers value or has already run too far, this breakdown is written for you. The stock has seen a 7.6% decline over the last 7 days, but is up 11.2% over 30 days, 14.7% year to date and 58.2% over the past year, with a very large 3 year return of 204.8%. This naturally raises questions about what is already priced in and what is not. Recent attention on Compass has centered on its position in the US real estate brokerage space and how...
NYSE:ETR
NYSE:ETRElectric Utilities

A Look At Entergy (ETR) Valuation After Recent Share Price Gains

Entergy stock snapshot after recent performance moves Entergy (ETR) is on investors’ radar after a recent stretch where the stock showed a 0.1% move over the past day, 0.9% over the week and 3.8% over the past month. See our latest analysis for Entergy. At a share price of US$96.89, Entergy’s recent 1 month share price return of 3.8% sits alongside a 3.2% year to date share price gain. Its 1 year total shareholder return of 20.3% points to momentum that has been building over a longer...
NYSE:SYK
NYSE:SYKMedical Equipment

Stryker Dividend Hike Highlights Shareholder Returns And Valuation Trade Offs

Stryker (NYSE:SYK) has declared a quarterly dividend that is 4.8% higher year over year. The updated dividend reflects the company’s latest step in returning capital to shareholders. Stryker, a major medical technology company focused on orthopedic implants, surgical equipment and related products, operates in a space shaped by aging demographics and demand for medical procedures. For investors watching income opportunities in healthcare, a 4.8% year over year dividend increase highlights...
NYSE:XOM
NYSE:XOMOil and Gas

How Investors May Respond To Exxon Mobil (XOM) Dividend Hike And Massive Share Buyback Completion

In late January 2026, ExxonMobil reported fourth-quarter 2025 results showing year-on-year declines in revenue and earnings, while declaring a first‑quarter 2026 dividend of US$1.03 per share and completing a large multi‑year share repurchase program totaling about US$71.65 billion. Alongside these financials, ExxonMobil highlighted record production, expanding lower‑carbon initiatives, and continued cost savings, underscoring a focus on capital discipline and long‑term shareholder...
NYSE:CARR
NYSE:CARRBuilding

Carrier Global’s AI And Grid Efforts Test Service-Led Growth Story

Carrier Global (NYSE:CARR) has launched "Tell Me More," a generative AI feature within its Abound platform that is designed to guide building operations teams. The company is also showcasing grid flexibility efforts at DistribuTECH, focusing on battery enabled HVAC systems that can interact with the power grid. These developments highlight Carrier Global’s focus on intelligent, sustainable building management and energy coordination. For investors watching NYSE:CARR, these product moves...
NYSE:BIP
NYSE:BIPIntegrated Utilities

Brookfield Infrastructure Partners (NYSE:BIP) Valuation Check After Strong 2025 Results And AI Data Center Expansion

Brookfield Infrastructure Partners (NYSE:BIP) just reported full year 2025 results that included US$23.1b in sales and US$449m in net income, along with fresh progress in its AI focused data center build out. See our latest analysis for Brookfield Infrastructure Partners. The fresh results and AI focused build out come after a solid run in the units, with a 30 day share price return of 7.55% and year to date share price return of 7.96%. The 1 year total shareholder return of 17.91% points to...
NYSE:CWH
NYSE:CWHSpecialty Retail

Assessing Camping World Holdings (CWH) Valuation As Investor Attention Returns After Recent Share Price Swings

Why Camping World Holdings (CWH) Is Back on Investors’ Radar With no single headline event driving attention to Camping World Holdings (CWH) today, recent trading performance and fundamentals are giving investors fresh reasons to reassess the RV retailer’s risk and return profile. See our latest analysis for Camping World Holdings. Camping World’s recent trading has been choppy, with a 1 day share price return of 4.54% and a 7 day share price return of 2.18%. Meanwhile, a 30 day share price...
NYSE:OMC
NYSE:OMCMedia

Does Omnicom Group’s (OMC) ESOP Stock Filing Reveal Growing Capital Strain Or Strategic Flexibility?

In late January 2026, Omnicom Group filed a shelf registration for up to US$2.14 billion of common stock, tied to an ESOP-related offering of 27,390,000 shares, while also facing weaker organic revenue trends and tighter free cash flow margins over the past two years. At the same time, Omnicom Media UK’s move to consolidate and expand its influencer marketing capabilities under the new Creo leadership highlights how the group is reshaping its offering amid shifting client needs and internal...