U.S. Healthtech Stock News

NYSE:KFY
NYSE:KFYProfessional Services

Is Korn Ferry's LA28 Workforce Role Altering The Investment Case For Korn Ferry (KFY)?

Korn Ferry recently announced it has become a Founding Partner and the Official Talent & Organizational Consulting Partner of the LA28 Olympic and Paralympic Games, working with LA28 and Team USA to hire, onboard, and develop a nearly 5,000-person workforce. This partnership gives Korn Ferry a rare opportunity to showcase its full talent and leadership consulting capabilities on one of the world’s most visible stages. We’ll now examine how Korn Ferry’s LA28 partnership, particularly its role...
NYSE:BYD
NYSE:BYDHospitality

Boyd Gaming (BYD) Valuation Check After Q4 Earnings Beat And Margin Pressure

Boyd Gaming (BYD) is back in focus after reporting fourth quarter results that topped analyst expectations on adjusted profit and revenue, even as operating margins tightened and the company recorded US$31 million in asset impairment charges. See our latest analysis for Boyd Gaming. Despite the Q4 earnings beat, Boyd Gaming’s recent share price has cooled, with a 30 day share price return of 5.32% and a year to date share price return of a 3.42% decline, while the 1 year total shareholder...
NasdaqGS:CART
NasdaqGS:CARTConsumer Retailing

Assessing Instacart’s (CART) Valuation After New Costco And Allegiance Partnerships

Recent partnership news around Instacart’s enterprise platform is back in focus for Maplebear (CART) after the company powered Costco’s new same-day delivery sites in France and Spain and expanded tools for Allegiance retailers. See our latest analysis for Maplebear. These enterprise wins come as Maplebear’s share price trades at US$34.64, with a 7 day share price return of 8.37% decline and a year to date share price return of 21.11% decline. Its 1 year total shareholder return of 31.16%...
NasdaqGS:SWKS
NasdaqGS:SWKSSemiconductor

Why Skyworks Solutions (SWKS) Is Up 9.3% After Beating Q1 Views And Boosting Capital Returns

Skyworks Solutions recently reported past first-quarter 2026 results showing sales of US$1,035.4 million and net income of US$79.2 million, alongside confirming a US$0.71 per-share dividend and completing a US$837.68 million buyback of 12,695,909 shares announced in February 2025. The company also issued March-quarter revenue guidance of US$875 million to US$925 million, highlighting resilient Broad Markets demand even as Mobile is expected to decline sequentially in line with historical...
NasdaqGS:NBTB
NasdaqGS:NBTBBanks

Is Earnings Upswing And 13th Dividend Hike Altering The Investment Case For NBT Bancorp (NBTB)?

NBT Bancorp Inc. reported past fourth-quarter 2025 results with net interest income of US$135.44 million and net income of US$55.51 million, alongside a higher full-year 2025 profit versus 2024 and announced a first-quarter 2026 dividend of US$0.37 per share. The board’s decision to lift the quarterly dividend for a thirteenth consecutive year, alongside ongoing share repurchases, highlights a continued emphasis on shareholder returns. Next, we’ll examine how this earnings improvement and...
NYSE:RXO
NYSE:RXOTransportation

RXO (RXO) Valuation Check After Wider Fourth Quarter Loss And Ongoing Freight Demand Weakness

RXO (RXO) shares are reacting to a busy update, as the freight broker reported a wider fourth quarter loss and a revenue decline, along with a new US$450 million asset based revolving credit facility and a US$12 million goodwill impairment. See our latest analysis for RXO. Despite the softer freight backdrop and the larger fourth quarter loss, RXO's recent momentum has been strong, with a 90 day share price return of 38.75% and a year to date share price return of 31.62%. However, the 1 year...
NYSE:SJM
NYSE:SJMFood

How Smucker’s New CMO Hire Could Shape Brand Strategy and Capital Priorities for SJM Investors

The J. M. Smucker Company has appointed Katie Williams as Chief Marketing Officer, effective March 9, succeeding retiring CMO Gail Hollander, who will stay on in an advisory capacity until April 30. Williams’ background leading marketing for brands such as Advil, Sensodyne, Tums, and Centrum signals a stronger emphasis on brand-building expertise. We’ll now examine how bringing in a seasoned consumer health marketer could influence J. M. Smucker’s investment narrative and growth...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

Walmart Hits US$1t Mark As Omni Channel And AI Strategy Deepens

Walmart (NasdaqGS:WMT) has reached a US$1 trillion market capitalization, joining a small group of globally significant companies. The move reflects investor focus on its e-commerce operations, AI use, and new retail formats across its business. This milestone marks Walmart as the first large brick and mortar retailer to reach a US$1 trillion valuation. For you as an investor, Walmart is no longer just a big box retailer. The company now spans in store retail, e-commerce, and technology...
NYSE:UI
NYSE:UICommunications

Ubiquiti (UI) Valuation Check After Record Q2 Results And Dividend Declaration

Ubiquiti (UI) drew investor focus after reporting record fiscal second quarter results, with sales of US$814.87 million, higher net income and earnings per share, along with a declared US$0.80 per share cash dividend. See our latest analysis for Ubiquiti. The strong fiscal second quarter update and dividend declaration have coincided with a sharp re-rating in the stock, with an 8.04% 1 day share price return, 14.22% 7 day share price return and 9.90% year to date share price return. At the...
NYSE:MDU
NYSE:MDUGas Utilities

How Mixed 2025 Results And Big Wind Investment At MDU Resources Group (MDU) Has Changed Its Investment Story

MDU Resources Group recently reported its fourth-quarter and full-year 2025 results, showing relatively steady sales alongside higher quarterly net income, while full-year earnings per share declined even as continuing operations earnings per share edged higher. The company also issued 2026 earnings guidance of US$0.93 to US$1.00 per share and highlighted large capital investments, including a 49% stake in the Badger Wind Farm, which helped drive a 16% increase in its utility rate base and...
NasdaqGS:INNV
NasdaqGS:INNVHealthcare

A Look At InnovAge Holding (INNV) Valuation After Profit Return And Higher 2026 Guidance

InnovAge Holding (INNV) shares reacted to a clear double signal for investors, with second quarter results showing a move back into profitability and management lifting full year 2026 revenue guidance on stronger participant trends. See our latest analysis for InnovAge Holding. The earnings beat and higher 2026 revenue guidance have arrived alongside a sharp swing in sentiment, with a 1-day share price return of 11.91% and a 7-day share price return of 50.63% helping lift year-to-date share...
NYSE:CNA
NYSE:CNAInsurance

CNA’s Bigger Regular and Special Dividends Might Change The Case For Investing In CNA Financial (CNA)

CNA Financial Corporation has recently raised its regular quarterly cash dividend by 4% to US$0.48 per share and announced a US$2.00 per share special dividend, both payable on March 12, 2026 to stockholders of record on February 23, 2026. This combination of a higher recurring payout and a sizable one-time distribution highlights how management is choosing to return capital to shareholders ahead of its upcoming earnings release. We will now explore how the increased regular dividend and...
NYSE:TFX
NYSE:TFXMedical Equipment

How Teleflex’s Sudden CEO Exit and Fraud Probe Will Impact Teleflex (TFX) Investors

In early January 2026, Teleflex announced the immediate departure of Liam Kelly as Chairman, President, and CEO, prompting scrutiny of its leadership transition and corporate direction. Soon after, law firm Pomerantz LLP disclosed an investigation into potential securities fraud and unlawful business practices at Teleflex, sharpening investor focus on governance and disclosure practices. We’ll explore how the sudden CEO departure and related securities investigation could reshape...
NasdaqGS:MGRC
NasdaqGS:MGRCTrade Distributors

A Look At McGrath RentCorp (MGRC) Valuation After CEO Succession And Board Expansion Announcement

McGrath RentCorp (MGRC) is in focus after the board named Executive Vice President and COO Philip B. Hawkins as the next President and CEO, along with plans to expand the board to seven directors. See our latest analysis for McGrath RentCorp. At a share price of $119.43, McGrath RentCorp has seen a 10.25% 1 month share price return and a 16.15% 3 month share price return, while its 5 year total shareholder return of 63.85% indicates longer term compounding. This suggests that recent momentum...
NasdaqGS:SLM
NasdaqGS:SLMConsumer Finance

Assessing SLM (SLM) Valuation After Steve Turner’s Appointment To Lead Technology And Data

Why Steve Turner’s Appointment Matters for SLM (NasdaqGS:SLM) SLM (NasdaqGS:SLM) has appointed Steve Turner as Chief Technology and Enablement Officer, putting a veteran of Bank of America and Walgreens in charge of technology architecture, IT innovation, data, and security. For investors, this move points to a stronger internal focus on digital execution, data capabilities, and risk controls across Sallie Mae’s private education lending and deposit platform, without immediately changing the...
NasdaqGS:HUBG
NasdaqGS:HUBGLogistics

Why Hub Group (HUBG) Is Down 15.5% After Uncovering a $77 Million Expense Error and Restatement

Hub Group, Inc. has delayed finalizing its 2025 financial results after uncovering a US$77 million understatement of purchased transportation expenses, prompting restatements for the first three quarters of 2025 and a review of prior years. At the same time, the company reaffirmed 2025 revenue guidance of about US$3.70 billion and outlined a 2026 revenue range of US$3.65 billion to US$3.95 billion, underscoring its focus on operational performance despite the accounting issue. With this...
NasdaqGS:FCNC.A
NasdaqGS:FCNC.ABanks

A Look At First Citizens BancShares (FCNC.A) Valuation After Earnings Guidance And Preferred Share Offering

Earnings reaction and new preferred offering put First Citizens BancShares in focus First Citizens BancShares (FCNC.A) is back on investors’ radar after its latest earnings release and 2026 guidance on net interest margin and operating expenses prompted a sharp share-price reaction. Alongside that outlook, the bank completed a US$400 million fixed income offering of 16,000,000 non convertible depositary shares at US$25 each, with a fixed coupon and a US$0.5545 per share discount. See our...
NYSE:HRI
NYSE:HRITrade Distributors

Herc Holdings (HRI) Valuation Check After Strong Revenue Growth And H&E Integration Progress

Dividend decision and operational updates at Herc Holdings Herc Holdings (HRI) has attracted fresh attention after reporting 30% growth in equipment rental revenue and 35% growth in total revenue, reaffirming full year guidance and advancing its H&E Equipment Services integration. See our latest analysis for Herc Holdings. Herc Holdings' recent quarterly update, dividend declaration and upcoming conference appearances have coincided with a 4.64% 1 day share price return and 20.36% 7 day share...
NYSE:ITGR
NYSE:ITGRMedical Equipment

Does Integer’s MD&M West R&D Showcase Reveal a Deeper Integration Advantage for ITGR?

Integer Holdings Corporation is set to present and exhibit at MD&M West 2026 in Anaheim, unveiling an expanded 20 x 50 sq. ft. booth that showcases its full range of customer solutions, including the integrated R&D Velocity ecosystem connecting design, prototyping and manufacturing. A key insight from this announcement is how Integer is using its enlarged footprint and recent coating-related acquisitions to position itself as a fully integrated partner across medical device R&D, coatings,...