U.S. Healthtech Stock News

NYSE:EMR
NYSE:EMRElectrical

Should Emerson’s AI Push And US$10 Billion Capital Return Plan Shape EMR Investors’ Next Move?

Emerson Electric Co. has reported past first-quarter 2026 results showing sales of US$4,346 million and net income of US$605 million, alongside issuing new earnings guidance for the second quarter and full fiscal year and affirming a quarterly dividend of US$0.555 per share payable in March 2026. Beyond the headline growth in earnings per share, Emerson is emphasizing demand for its automation and AI-driven solutions while planning to return US$10 billion to shareholders through dividends...
NYSE:MA
NYSE:MADiversified Financial

Mastercard Expands Beyond Cards With New AI Agents And Fleet Solutions

Mastercard launched its AI-driven Agent Suite, a customizable set of tools to help banks and merchants integrate agentic AI into daily operations. The company introduced Mastercard Fleet: Next Gen in Asia Pacific, extending its fleet and mobility payment capabilities in that region. New partnerships, including Vault Payment Solutions using Mastercard's network for prepaid, debit, and private-label programs, were announced as part of a broader global expansion push. For investors watching...
NasdaqGM:SITM
NasdaqGM:SITMSemiconductor

SiTime Nears Landmark Renesas Deal While Valuation Stays A Key Question

SiTime (NasdaqGM:SITM) is nearing a landmark acquisition of Renesas Electronics' timing unit. The deal would be the largest in SiTime's history and would materially expand its silicon timing portfolio. The potential transaction would extend SiTime's reach across communications, data center, and AI hardware markets. SiTime focuses on silicon based timing systems that sit at the heart of modern electronics, from networking gear to high performance computing. As demand for data center...
NasdaqGM:PTGX
NasdaqGM:PTGXBiotechs

Assessing Protagonist Therapeutics (PTGX) Valuation After Rusfertide NDA Filing And Rising Analyst Optimism

Protagonist Therapeutics (PTGX) is back in focus after filing a New Drug Application for rusfertide in polycythemia vera with partner Takeda, alongside fresh analyst enthusiasm and insider share sales for tax purposes. See our latest analysis for Protagonist Therapeutics. The stock’s recent 3.06% 1 day and 9.90% 90 day share price returns, alongside a very large 1 year total shareholder return of about 2.3x, suggest momentum building around the rusfertide filing and broader clinical story,...
NYSE:TSN
NYSE:TSNFood

Is Tyson Foods (TSN) Pricing Reflect Its Recent 17.6% Gain And DCF Valuation Gap

If you are wondering whether Tyson Foods' current share price lines up with its underlying value, this breakdown is designed to give you a clear, numbers first view. The stock last closed at US$64.76, with returns of 11.6% over the past month and 17.6% over the past year. This performance has caught the eye of investors watching for shifts in growth potential and risk. Recent headlines have focused on Tyson Foods as a key player in the US protein market. Investors are paying attention to how...
NYSE:SMR
NYSE:SMRElectrical

Can NuScale (SMR) Turn First-Mover NRC Approval Into Lasting Commercial Advantage Despite Execution Risks?

Recent commentary has highlighted NuScale Power’s unique position as the only U.S. company with a Nuclear Regulatory Commission-certified small modular reactor design, alongside early-stage projects in Romania and the Tennessee Valley Authority region that remain short of binding commercial sales. An interesting angle for investors is how this first-mover status and supportive nuclear policy sit against execution risks such as prior project cancellations, rising construction costs, and...
NasdaqGS:HFWA
NasdaqGS:HFWABanks

Is It Too Late To Consider Heritage Financial (HFWA) After Recent Regional Banking Focus?

Investors may be wondering if Heritage Financial at around US$26.52 is offering good value right now, or if the easy money has already been made. The stock has recent returns of 2.0% over 7 days, 11.9% over 30 days, 11.9% year to date, 8.5% over 1 year, 3.6% over 3 years and 33.3% over 5 years, so both recent and longer term moves are part of the picture. Recent news around Heritage Financial has focused on its role in the regional banking space and how investors view its risk and return...
NYSE:MMM
NYSE:MMMIndustrials

Did 3M's (MMM) Dividend and Shelf Filing Just Recast Its Capital Allocation Trade‑offs?

On February 3, 2026, 3M’s board declared a first‑quarter 2026 dividend of US$0.78 per share, payable on March 12 to shareholders of record as of February 13, while also filing an omnibus shelf registration for potential common stock and debt issuance. These actions come as investors weigh 3M’s long-running commitment to dividends against concerns flagged by analysts around innovation challenges, consumer segment softness, and ongoing PFAS litigation. We’ll now examine how 3M’s newly declared...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Weaker Dollar Puts Airbnb’s Global Earnings Exposure In Focus

Airbnb (NasdaqGS:ABNB) is expected to see a material earnings benefit from a weaker U.S. dollar. The currency move is projected to create a meaningful swing in results for global travel companies with large international footprints. Airbnb’s broad overseas presence could set it apart from travel peers with less exposure to non U.S. markets. For you as an investor, this is really about how currency math flows through a business that earns a large share of bookings outside the U.S. Airbnb...
NYSE:PR
NYSE:PROil and Gas

Permian Resources (PR) Is Up 5.5% After Earnings Beat And Governance Reorganization What’s Changed

Permian Resources recently announced that director Robert J. Anderson retired from its Board on January 21, 2026, after serving since November 2023, alongside reporting third-quarter 2025 earnings per share of US$0.37 that were above analyst expectations. The company also completed a corporate reorganization aimed at better aligning management ownership with public shareholders and simplifying its overall structure, reinforcing its focus on operational and governance efficiency. Next, we...
NYSE:DLB
NYSE:DLBSoftware

How Dolby’s Q1 Beat, Higher Guidance, and Expanding Licensing Will Impact Dolby Laboratories (DLB) Investors

In late January 2026, Dolby Laboratories reported first‑quarter revenue of US$346.71 million and net income of US$53.33 million, with earnings per share lower than a year earlier but ahead of analyst expectations, while affirming a US$0.36 dividend and issuing higher full‑year guidance. Beyond the headline numbers, Dolby underscored growing traction for Dolby Atmos, Dolby Vision 2, and new imaging initiatives such as Dolby OptiView and automotive partnerships, which together expand its...
NYSE:SOC
NYSE:SOCOil and Gas

Assessing Sable Offshore (SOC) Valuation After Recent Share Price Weakness

Why Sable Offshore Is On Investors’ Radar Sable Offshore (SOC) has caught attention after a sharp move in its share price, with a 10% decline over the past day and 18% over the past week, prompting closer scrutiny. See our latest analysis for Sable Offshore. That sharp 1 day share price return of negative 10.21% and 7 day return of negative 18.03% come after a stronger 90 day share price return of 42.43%. However, the 1 year total shareholder return of negative 68.17% points to fading...
NYSE:NU
NYSE:NUBanks

Is OCC Approval For Nubank N.A. Altering The Investment Case For Nu Holdings (NU)?

Nu Holdings recently received conditional approval from the U.S. Office of the Comptroller of the Currency to form a de novo national bank, Nubank, N.A., which will be chaired by former Brazilian central bank president Roberto Campos Neto and led in the U.S. by co-founder Cristina Junqueira. This move signals Nu’s intent to build a fully regulated banking presence in the U.S., extending its digital-first Latin American model into one of the world’s most competitive financial markets. Next,...
NYSE:XYZ
NYSE:XYZDiversified Financial

Block Ties Bitcoin And Merchant Growth As ARK Backs The Story

Block, Inc. (NYSE:XYZ) launches Bitcoin payment acceptance for Square merchants in the U.S., allowing card sales to be converted into Bitcoin. ARK Invest increases its stake in Block during a period of crypto sector volatility. Square is selected as the core payments and software platform for the growing 7 leaves Cafe chain. Block, Inc. (NYSE:XYZ) sits at the intersection of payments, banking tools, and Bitcoin related services, so this cluster of news hits several key parts of its business...
NYSE:CCK
NYSE:CCKPackaging

Is Crown Holdings’ (CCK) Earnings Guidance Turning Into a Test of Its Management Credibility?

Crown Holdings, a leading metal packaging producer, is set to report earnings after Wednesday’s market close, following a quarter in which it exceeded revenue forecasts and issued earnings guidance above analyst expectations. With analysts now projecting a further year-over-year revenue increase and adjusted earnings of $1.70 per share, the upcoming release has become a focal point for assessing how effectively prior guidance aligns with actual performance. We’ll now look at how anticipation...
NYSE:SYK
NYSE:SYKMedical Equipment

Stryker Dividend Hike Highlights Robotics Growth And Valuation Opportunity

Stryker (NYSE:SYK) announced a 4.8% increase in its quarterly dividend following strong annual results. The company highlighted record performance in its robotics and core product lines as a key driver. The new dividend level reflects management’s confidence in Stryker’s financial position and cash generation. Stryker, trading at around $360.82, is leaning on a long track record in medical technology and its Mako robotic systems as a core growth engine. The company has seen a 36.3% return...
NYSE:FOUR
NYSE:FOURDiversified Financial

Assessing Shift4 Payments (FOUR) Valuation After Strong Growth In Revenue Earnings And Return On Equity

Why Shift4 Payments Is Drawing Fresh Attention Shift4 Payments (FOUR) is back in focus after reporting strong operational metrics, including 27.2% annual revenue growth over the past two years and 40.2% annual earnings per share growth, alongside a 13% return on equity. See our latest analysis for Shift4 Payments. Despite the strong operating metrics, Shift4 Payments’ share price has come under pressure, with a 19.4% 90 day share price return decline and a 54.2% 1 year total shareholder...
NYSE:KFY
NYSE:KFYProfessional Services

Is Korn Ferry (KFY) Attractive After DCF Suggests Large Upside To Current Price

If you are wondering whether Korn Ferry's current share price lines up with its underlying worth, you are not alone. This article is built to help you assess that value clearly. The stock closed at US$67.37, with returns of 1.5% over the last 30 days, a 1.5% gain year to date, a 24.6% return over 3 years, and a 32.2% return over 5 years, while the last 7 days and last year show small declines of 0.6% and 0.8% respectively. Recent news around Korn Ferry has focused on its position in global...
NYSE:PCG
NYSE:PCGElectric Utilities

A Look At PG&E’s Valuation As New AI Wildfire Partnerships Target Grid Safety And Reliability

PG&E (PCG) has drawn fresh attention after partnering with Lockheed Martin, Salesforce and Wells Fargo to form EMBERPOINT LLC, a new venture that uses artificial intelligence and autonomous systems to support wildfire detection and response. See our latest analysis for PG&E. PG&E’s recent collaborations around wildfire technology and grid intelligence come as the share price sits at $15.34, with a 1-day share price return of 1.72% and a year-to-date share price decline of 5.72%, while the...
NYSE:LMND
NYSE:LMNDInsurance

Lemonade’s Tesla Autonomous Insurance Raises New Questions For Investors

Lemonade (NYSE:LMND) has introduced an autonomous car insurance product for self-driving vehicles. The rollout starts with Tesla models that have full self-driving (FSD) capabilities. The offering uses real-time vehicle data and is built through a technical collaboration with Tesla. Lemonade has been building its brand around digital first, usage based insurance, and this new autonomous product fits directly into that approach. For investors watching the broader insurance and auto sectors,...
NYSE:HIMS
NYSE:HIMSHealthcare

Is Hims & Hers Health (HIMS) Starting To Look Attractive After Recent Share Price Slide?

If you are wondering whether Hims & Hers Health at around US$25.54 is starting to look interesting or stretched, you are not alone. The stock has seen a 13.9% decline over the last 7 days, a 23.6% decline over the last 30 days, and a 39.0% decline over the last year, even though the 3 year return is very large and the 5 year return sits at 8.7%. Recent coverage has focused on how these swings in the share price are shaping investor expectations and risk appetite for Hims & Hers Health. This...
NYSE:RCL
NYSE:RCLHospitality

Royal Caribbean’s Fleet Expansion Recasts Growth Outlook And Investor Trade Offs

Royal Caribbean Group (NYSE:RCL) has agreed new Discovery Class ships with the Chantiers de l'Atlantique shipyard as part of a long term fleet expansion plan. The company is also planning to double its Celebrity River Cruises European fleet by 2031. The expansion focuses on guest experience, sustainability features, and new technology across the portfolio. Royal Caribbean Group, the parent of Royal Caribbean International and Celebrity Cruises, is leaning further into large ship deployment...
NasdaqGM:VERX
NasdaqGM:VERXSoftware

Is Vertex (VERX) Turning Rising Tax Complexity Into a Lasting Competitive Edge?

Vertex, Inc. recently released its 2025 End-of-Year U.S. Sales Tax Rates and Rules Report, revealing record levels of sales tax rate and rule changes across more than 12,000 jurisdictions, including a 10-year high in new taxing jurisdictions and the first increase in average state sales tax rates in three years. The report underscores how local governments’ efforts to address budget shortfalls are intensifying sales tax complexity, reinforcing the importance of robust tax technology for...