U.S. Healthtech Stock News

NYSE:KKR
NYSE:KKRCapital Markets

KKR Balances Consumer And Tech Bets As Valuation Lags Analyst Targets

KKR (NYSE:KKR) agreed to acquire Nothing Bundt Cakes, adding a branded bakery chain to its consumer-focused holdings. The firm realized an estimated ~15x return on its investment in CoolIT Systems through a sale to Ecolab. Management has outlined ambitious asset growth goals and plans to enter additional investment sectors at recent investor events. KKR, a global investment firm listed on the NYSE under the ticker KKR, is active across private equity, credit, and infrastructure. The...
NasdaqGS:GILT
NasdaqGS:GILTCommunications

A Look At Gilat Satellite Networks (GILT) Valuation After New Defense Orders And SATELLITE 2026 Cloud Demo News

Gilat Satellite Networks (GILT) is back in focus after announcing a joint SATELLITE 2026 demonstration with Amazon Web Services and partners, along with fresh U.S. Army service orders through its Gilat DataPath unit. See our latest analysis for Gilat Satellite Networks. The latest U.S. Army orders and the upcoming SATELLITE 2026 cloud modem demo arrive after a 1 year total shareholder return of 137.5% and a 3 year total shareholder return of roughly 3x. At the same time, the recent 7 day...
NasdaqGS:STRS
NasdaqGS:STRSReal Estate

Stratus Properties (STRS) Q3 Loss Deepens And Reinforces Bearish Profitability Narrative

Stratus Properties (STRS) has just posted another tough quarter, with Q3 FY 2025 revenue of US$5.0 million and a basic EPS loss of US$0.62, alongside a net income loss of US$5.0 million. The trailing twelve month picture shows total revenue of US$31.9 million and a net income loss of US$8.1 million. Over recent periods the company has seen quarterly revenue move between US$4.9 million and US$11.6 million, with basic EPS ranging from a small profit of US$0.03 per share to losses of up to...
NYSE:TDW
NYSE:TDWEnergy Services

Is Tidewater (TDW) Pricing Reflect Its Surge After Recent Energy Services Sector Focus

If you are wondering whether Tidewater's current share price really reflects its underlying worth, you are not alone. The stock last closed at US$82.40, with returns of 13.7% over 7 days, 4.9% over 30 days, 57.8% year to date, and 89.6% over 1 year that many investors will be paying close attention to. Recent news coverage has focused on Tidewater's role within the energy services space and how investors are reacting to sector wide sentiment. This context helps frame why the recent price...
NYSE:NMAX
NYSE:NMAXMedia

Newsmax (NMAX) Q3 Loss Narrows To US$0.03 EPS Loss Testing Bullish Profitability Hopes

Newsmax (NMAX) has just posted its FY 2025 numbers with third quarter revenue of US$45.3 million and a basic EPS loss of US$0.03, set against trailing 12 month revenue of US$184.7 million and a basic EPS loss of US$1.29 that keeps the story firmly in loss making territory. Over recent quarters the company has seen revenue move from US$39.2 million in Q2 FY 2024 to the current US$45.3 million. Quarterly basic EPS has ranged from a loss of US$1.27 in Q1 FY 2024 to a loss of US$0.03 in Q3 FY...
NasdaqCM:CV
NasdaqCM:CVMedical Equipment

CapsoVision (CV) Q4 Loss Of US$0.16 EPS Tests Bullish Profitability Narratives

CapsoVision (CV) closed FY 2025 with fourth quarter revenue of US$3.9 million, a basic EPS loss of US$0.16 per share, and trailing twelve month revenue of US$13.6 million alongside a trailing EPS loss of US$1.03 per share. Over recent quarters, revenue has moved from US$3.5 million in Q3 2025 and US$3.3 million in Q2 2025 to the latest US$3.9 million print. Basic EPS losses shifted from US$0.17 and US$2.02 over those same periods to US$0.16, leaving investors focused on how quickly margins...
NYSE:CCL
NYSE:CCLHospitality

Carnival Corporation (CCL) 10.4% Net Margin Strengthens Bullish Earnings Narrative

Carnival Corporation (CCL) has kicked off Q1 2026 following a solid run through 2025, with Q4 2025 revenue of US$6.3 billion, basic EPS of US$0.32 and net income of US$422 million framing the latest set of numbers. Over the past few quarters, revenue has moved from US$5.9 billion in Q4 2024 to US$6.3 billion in Q2 2025 and again US$6.3 billion in Q4 2025, while quarterly basic EPS has ranged from a loss of US$0.06 in Q1 2025 to US$1.41 in Q3 2025. This has set up a story where rising trailing...
NasdaqGS:PRVA
NasdaqGS:PRVAHealthcare

A Look At Privia Health Group (PRVA) Valuation After Recent Share Price Pressure

Privia Health Group (PRVA) has been drawing attention after recent share price pressure, with the stock showing negative returns over the past month and past 3 months as investors reassess expectations. See our latest analysis for Privia Health Group. With the latest share price at $20.02, the stock’s 30 day share price return of 11.61% and year to date share price return of a 14.66% decline sit alongside a 3 year total shareholder return of a 27.49% decline, pointing to fading momentum as...
NYSE:SOLV
NYSE:SOLVMedical Equipment

Is Solventum (SOLV) Offering Value After Recent 16% Monthly Share Price Slide

If you are wondering whether Solventum's current share price still reflects its underlying worth, you are not alone. Many investors are asking the same question as they reassess what counts as good value in healthcare. Over the past month, Solventum's share price moved from recent levels to close at US$62.76, with a 7 day return of a 4.6% decline and a 30 day return of a 16.4% decline that adds to a 20.6% decline year to date and a 16.0% decline over the last year. These moves have come as...
NYSE:CLX
NYSE:CLXHousehold Products

Clorox (CLX) Valuation Revisited After Removal From Major Global Index

Index removal puts fresh focus on Clorox shares Clorox (CLX) has been removed from the FTSE All-World Index (USD), an index-level change that can prompt portfolio rebalancing by benchmarked funds and encourage investors to reassess how the stock fits within their broader allocations. See our latest analysis for Clorox. At a latest share price of $102.04, Clorox has a 30 day share price return of a 19.17% decline, alongside a 1 year total shareholder return of a 27.38% loss, indicating...
NasdaqCM:SKYX
NasdaqCM:SKYXElectrical

SKYX Platforms (SKYX) Q4 Loss Narrows To US$0.07 EPS And Tests Bearish Profitability Views

SKYX Platforms (SKYX) closed out FY 2025 with Q4 revenue of about US$24.9 million, a basic EPS loss of US$0.07, and a net income loss of roughly US$8.2 million, while the trailing twelve months showed revenue of about US$92.0 million against a net loss of around US$34.5 million and basic EPS of US$0.32 in losses. Over recent quarters the company has seen revenue move from roughly US$23.7 million in Q4 2024 to US$24.9 million in Q4 2025. Quarterly basic EPS losses shifted from about US$0.11 to...
NasdaqGS:VFS
NasdaqGS:VFSAuto

Is It Time To Reassess VinFast Auto (VFS) After Recent Share Price Rebound?

If you are wondering whether VinFast Auto's current share price really reflects what the business is worth, you are not alone. That is exactly what this valuation focused review will tackle. The stock recently closed at US$3.39, with returns of 18.5% over 7 days, 2.7% over 30 days, 0.3% year to date and 0.0% over the last year, alongside a 67.0% decline over 3 years. Recent headlines around VinFast Auto have continued to keep the company on investors' radar and have added fresh context to...
NYSE:NYT
NYSE:NYTMedia

Is It Too Late To Consider New York Times (NYT) After 71% One Year Surge?

If you are wondering whether New York Times at around US$82.79 is attractively priced or already reflecting high expectations, it helps to break the story down into what the recent share price is really telling you. The stock has delivered returns of 2.2% over the last 7 days, 7.0% over the last 30 days, 18.6% year to date, 71.1% over 1 year, 120.2% over 3 years, and 72.4% over 5 years. This puts recent performance front and center for anyone thinking about value and risk. Recent news around...
NasdaqGS:INSM
NasdaqGS:INSMBiotechs

Insmed (INSM) Is Up 6.8% After Strong ENCORE Data Boost ARIKAYCE’s MAC Expansion Prospects

Insmed recently reported positive topline Phase 3b ENCORE results showing that adding once-daily ARIKAYCE to standard multidrug therapy improved respiratory symptoms and culture conversion rates in largely treatment-naïve MAC lung disease patients, with a safety profile consistent with prior experience. The company now plans supplemental regulatory filings in the U.S. and Japan in the second half of 2026, aiming to expand ARIKAYCE’s label from a refractory niche into the much larger...
NYSE:SM
NYSE:SMOil and Gas

Assessing SM Energy (SM) Valuation After A 48% One Month Share Price Surge

SM Energy (SM) has drawn investor attention after a strong share price move over the past month, with the stock up about 48%. This has prompted closer scrutiny of how its fundamentals align with recent market interest. See our latest analysis for SM Energy. Beyond the recent 48.4% 30 day share price return and the latest close at $32.72, the 90 day share price return of 76.8% and 1 year total shareholder return of 16.4% point to momentum that has built over time rather than appearing...
NasdaqGS:BKR
NasdaqGS:BKREnergy Services

Do Baker Hughes’ New Geothermal and AI Data Center Deals Reframe Its Energy Transition Story (BKR)?

In March 2026, XGS Energy announced a collaboration and initial order for Baker Hughes engineering services to advance XGS’s planned 150-megawatt geothermal project in New Mexico, while Baker Hughes also agreed to supply turbomachinery and long-term services for LNG and Petrobras offshore operations. Together with Baker Hughes’ new AI-focused partnership with Google Cloud for data center power optimization, these agreements highlight the company’s expanding role at the crossroads of...
NYSE:ETSY
NYSE:ETSYMultiline Retail

Is Etsy’s (ETSY) AI‑First Strategy Leaving It More Exposed To Consumer Gas Price Sensitivity?

Earlier this week, Oppenheimer lowered its gross merchandise sales and profit estimates for Etsy, citing uncertainty around consumer spending linked to rising gas prices and the Middle East conflict. The brokerage also emphasized that Etsy’s reliance on highly discretionary goods and plateauing active buyers may leave it more exposed to higher fuel costs than many other online marketplaces, even as it prioritizes AI-driven personalization over discounts to support engagement. We’ll now...
NYSE:LPG
NYSE:LPGOil and Gas

Is It Time To Reassess DorianG (LPG) After Its 61.8% One Year Rally?

If you are wondering whether DorianG's current share price reflects its true value, you are not alone. This article is built to help you think that through clearly. DorianG trades at US$33.35, with returns of 1.7% over 7 days, a 7.8% decline over 30 days, 34.7% year to date and 61.8% over the last year. This naturally raises questions about what is already priced in and what is not. Recent coverage of DorianG has focused on its share price performance and how investors are reacting to the...
NYSE:PINS
NYSE:PINSInteractive Media and Services

Evaluating Pinterest (PINS) After Elliott’s US$1b Investment And US$3.5b Buyback Plan

Pinterest (PINS) is back in focus after Elliott Investment Management committed US$1b, and Pinterest plans to use the funds for an accelerated share repurchase under a US$3.5b board-approved buyback program. See our latest analysis for Pinterest. The fresh capital from Elliott and the expanded US$3.5b buyback arrive after a challenging stretch, with a 90 day share price return of 32.1% decline and a 1 year total shareholder return of 43.6% loss. This signals that recent momentum has been weak...
NYSE:LPX
NYSE:LPXForestry

Evaluating Louisiana-Pacific (LPX) After Recent Share Price Weakness And Mixed Valuation Signals

Louisiana-Pacific stock reacts to recent performance trends Louisiana-Pacific (LPX) has drawn investor attention after a period of mixed share performance, including negative returns over the past month and past 3 months, alongside positive 3 year and 5 year total returns. See our latest analysis for Louisiana-Pacific. At a share price of $71.29, the stock has a year-to-date share price return decline of 12.77% and a 1-year total shareholder return decline of 21.11%, suggesting recent...
NasdaqGM:SBC
NasdaqGM:SBCHealthcare

SBC Medical Group Holdings (SBC) Steady 24.3% Net Margin Tests Earnings Growth Concerns

SBC Medical Group Holdings (NasdaqGM:SBC) has released a detailed set of numbers for FY 2025, with third quarter revenue of US$43.4 million, basic EPS of US$0.12 and net income of US$12.8 million anchoring the latest update. The company has reported revenue between US$53.1 million and US$43.4 million over the past six quarters, while quarterly EPS has ranged from US$0.03 to US$0.21. This gives investors a clearer view of how earnings are moving in relation to the top line. With trailing...
NasdaqGS:INCY
NasdaqGS:INCYBiotechs

The Bull Case For Incyte (INCY) Could Change Following Its U.S. Commercial Leadership Shake-Up – Learn Why

Earlier this week, Incyte reshaped its leadership team, elevating Pablo J. Cagnoni, M.D., to President and Global Head of R&D, expanding Steven Stein, M.D.’s remit over late-stage development, and consolidating U.S. Oncology and Immunology commercial operations under Mohamed Issa, Pharm.D., while U.S. Dermatology head Matteo Trotta prepares to depart. These changes come as Incyte highlights progress in programs like its mutCALR antibody and povorcitinib and prepares new dermatology data...
NYSE:HWM
NYSE:HWMAerospace & Defense

A Look At Howmet Aerospace’s Valuation After A Recent 12% Share Price Pullback

Recent share performance and business scale With no single headline event driving attention today, Howmet Aerospace (HWM) is drawing interest after a mixed recent run, including a roughly 12% decline over the past month alongside a gain in the past 3 months. At a recent close of US$227.90 and a market value of about US$92.4b, the company sits among the larger aerospace suppliers, supported by annual revenue of US$8.25b and net income of US$1.51b. See our latest analysis for Howmet...
NYSE:ESTC
NYSE:ESTCSoftware

Can Elastic’s New AI Workflows And Pricing Reset Its Security Moat Narrative For ESTC?

Earlier this month, Elastic announced Elastic Workflows, embedding native automation and AI-driven investigation directly into Elastic Security, alongside removing per-endpoint pricing for its XDR offering and joining the NASDAQ Internet Index. This combination of deeper AI-driven security automation and a simpler, usage-based cost model could alter how enterprises evaluate and consolidate their security tooling. We'll examine how integrating Elastic Workflows directly into Elastic Security...