U.S. Healthtech Stock News

NasdaqGS:NTRS
NasdaqGS:NTRSCapital Markets

How Rising Earnings Estimates and Momentum Metrics Could Reshape Northern Trust's (NTRS) Investment Narrative

In recent months, Northern Trust has seen upward revisions to earnings estimates for the current and next fiscal years, alongside an improved Momentum Style Score of B and a Zacks Rank of #2 (Buy), reflecting strengthening sentiment around its financial outlook. This combination of rising earnings expectations and favorable momentum metrics suggests analysts and investors are reassessing Northern Trust’s ability to sustain performance improvements amid a challenging trust banking...
NasdaqGS:APLD
NasdaqGS:APLDIT

A Look At Applied Digital (APLD) Valuation As Investors Reassess AI Data Center Growth Potential

Recent performance snapshot Applied Digital (APLD) has been on many investors’ watchlists after a mixed stretch, with the stock showing a 2.5% one-day decline and a similar pullback over the past week. Over the past month the share price shows a 5.7% decline, while the past 3 months reflect a gain of about 52%. Year to date, the stock shows a 25.5% return, and the 1 year total return is about 266%. See our latest analysis for Applied Digital. Applied Digital’s recent 1 day and 1 month share...
NasdaqGS:ORLY
NasdaqGS:ORLYSpecialty Retail

How O’Reilly’s 2025 Results, 2026 Outlook, and Buybacks Will Impact O’Reilly Automotive (ORLY) Investors

O'Reilly Automotive, Inc. reported past fourth-quarter 2025 sales of US$4.41 billion and net income of US$605.23 million, capping a year in which sales reached US$17.78 billion and net income US$2.54 billion, alongside continued share repurchases. The company coupled these results with plans for 225–235 net new store openings in 2026 and guidance for higher 2026 revenue and earnings per share, underpinned by recent expansion, a new Virginia distribution center, and completion of a...
NasdaqGS:CRWV
NasdaqGS:CRWVIT

CoreWeave (CRWV) Valuation Check After Mixed Short Term Returns And Stronger 90 Day Momentum

CoreWeave (CRWV) has drawn investor attention after recent trading showed mixed short term moves, with a small gain over the past week, a negative return over the past month, and a stronger performance over the past 3 months. See our latest analysis for CoreWeave. At a share price of $96.04, CoreWeave’s 21.08% year to date share price return and 28.19% 90 day share price return suggest momentum has picked up again after a softer 30 day share price return of a 5.13% decline. If CoreWeave’s...
NasdaqGS:CRDO
NasdaqGS:CRDOSemiconductor

Duan Yongping Backs Credo As PCIe 6.0 And Valuation Signals Diverge

Duan Yongping's hedge fund has significantly raised its position in Credo Technology Group Holding (NasdaqGS:CRDO). The move follows Credo's announcement that its Toucan PCIe retimer is compliant with the PCIe 6.0 standard. The news connects a high profile investor with Credo's work in high speed connectivity and AI infrastructure solutions. Credo focuses on high speed connectivity solutions that sit at the heart of data centers, AI clusters, and other bandwidth heavy infrastructure. As...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

Assessing Applied Materials (AMAT) After A 108% One Year Share Price Surge

If you are wondering whether Applied Materials' share price still reflects good value after its strong run, it helps to step back and look at what the current market price might be implying about the business. The stock last closed at US$354.91, with returns of 7.9% over 7 days, 8.5% over 30 days, 32.0% year to date, and 108.4% over the past year, which naturally raises questions about how much of the story is already priced in and how risk is being perceived. Recent attention around Applied...
NYSE:DLB
NYSE:DLBSoftware

Assessing Dolby Laboratories (DLB) Valuation After Recent Share Price Weakness

Dolby Laboratories (DLB) has drawn investor attention after a period where the share price shows mixed returns, with gains over the past month and past 3 months, but weaker performance over the past year. See our latest analysis for Dolby Laboratories. At a share price of US$66.02, Dolby’s short term momentum has softened, with a 7 day share price return of a 3.18% decline, while the 1 year total shareholder return of a 20.32% decline points to sentiment that has cooled over a longer...
NasdaqGS:LNT
NasdaqGS:LNTElectric Utilities

Assessing Alliant Energy (LNT) Valuation As Battery Storage And Data Center Demand Shape Q4 Expectations

Alliant Energy (LNT) is back in focus as investors look ahead to its fourth quarter 2025 earnings on February 19, with attention on the new 100 MW battery tied to its Grant County solar project. See our latest analysis for Alliant Energy. The recent 2.2% 1 day share price return and 5.9% 90 day share price return to about $71, alongside a 1 year total shareholder return of 19.2%, suggest momentum has been building as investors react to the battery project and upcoming results. If you are...
NYSE:PNW
NYSE:PNWElectric Utilities

A Look At Pinnacle West Capital’s Valuation After Strong Q3 2025 Beat And Raised Earnings Guidance

Pinnacle West Capital (PNW) is back in focus after third quarter fiscal 2025 results topped analyst expectations, supported by higher transmission revenues, stronger sales, and a higher earnings guidance range for the full year. See our latest analysis for Pinnacle West Capital. The raised guidance arrives alongside firm recent momentum, with a 12.76% year to date share price return and a 15.03% total shareholder return over one year. The 52.41% three year total shareholder return suggests...
NYSE:SNAP
NYSE:SNAPInteractive Media and Services

Snap Faces Child Safety Protests As Legal And Profit Questions Grow

Over 40 families who lost children after using Snapchat recently protested outside Snap's headquarters, calling for stronger protections for minors. The families are pushing for product safety reforms and greater accountability around how Snapchat is designed and marketed to young users. Multiple lawsuits accuse Snap Inc. (NYSE:SNAP) of contributing to youth exposure to dangerous content and misleading parents about app safety. The Texas Attorney General has also filed a lawsuit targeting...
NYSE:MDU
NYSE:MDUGas Utilities

How Investors May Respond To MDU (MDU) 2026 EPS Guidance And Mixed 2025 Profit Trends

In early February 2026, MDU Resources Group reported fourth-quarter 2025 results showing broadly flat sales at US$534 million but higher quarterly net income of US$76.3 million, alongside full-year figures that combined modest revenue growth with lower annual profit. At the same time, the company issued 2026 earnings guidance of US$0.93 to US$1.00 per share, prompting investors to reassess its earnings resilience amid previously flagged pressure on revenue trends and free cash flow...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

IREN Taps Chief Innovation Officer To Advance AI Data Center Execution

IREN (NasdaqGS:IREN) has created a new Chief Innovation Officer role as it accelerates its pivot toward AI and high performance computing infrastructure. The company appointed John Gross, a specialist in liquid cooled, high density data centers, to lead advanced data center engineering. The move is aimed at scaling next generation data center capabilities to support IREN’s AI and HPC ambitions. For investors watching IREN at a share price of $42.22, this leadership change comes after a very...
NasdaqGS:FANG
NasdaqGS:FANGOil and Gas

Is It Too Late To Consider Diamondback Energy (FANG) After Its Recent Share Price Run?

Wondering if Diamondback Energy is still priced attractively after its recent run, or if most of the upside is already on the table? This article looks at what the current share price might be implying about value. The stock last closed at US$169.14, with returns of 2.6% over 7 days, 11.8% over 30 days, and 11.0% both year to date and over the past year. This may signal changing views on its risk and return profile. Recent coverage has focused on Diamondback Energy as a key US energy player,...
NYSE:RIG
NYSE:RIGEnergy Services

A Look At Transocean (RIG) Valuation After Recent Share Price Surge And Conflicting Fair Value Estimates

Transocean (RIG) has drawn attention after a sharp recent move in its share price, with returns of 8.46% over the past day and 20.22% over the past week, catching investor interest. See our latest analysis for Transocean. That sharp move comes on top of strong recent momentum, with a 30 day share price return of 54.61% and a year to date share price return of 54.25%, while the 1 year total shareholder return stands at 84.23% and the 3 year total shareholder return is negative. This means...
NasdaqGS:MDLZ
NasdaqGS:MDLZFood

Does Mondelez’s New Arabia Leadership Sharpen Its Localization Strategy Or Stretch Its Ambitions In Saudi (MDLZ)?

Mondelez International has appointed long-time regional leader Ziad Abla as Managing Director of Mondelez Arabia, tasking him with steering category expansion, supply chain performance, and Saudi Vision 2030-aligned initiatives in one of the company’s most important markets. Abla’s mandate to deepen local partnerships and build a more empowered Saudi organization highlights how governance, talent development, and on-the-ground execution are becoming central to Mondelez’s long-term growth...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Amazon Weighs US$200b AI Push Against Labor And Valuation Questions

Amazon.com (NasdaqGS:AMZN) plans to spend $200b in 2026, with most of that aimed at artificial intelligence capabilities and cloud data center infrastructure. The company is also entering collective bargaining mediation with a major union representing its Canadian warehouse workers after labor law violations. These parallel developments link a large technology buildout with renewed focus on working conditions in Amazon's logistics network. Amazon.com, trading at $198.79, sits at the center...
NYSE:UE
NYSE:UERetail REITs

Urban Edge Dividend Hike Raises Questions On Earnings And Coverage Risks

Urban Edge Properties (NYSE:UE) announced an 11% increase to its annual dividend. The higher dividend was approved by the board as part of its latest capital return decision. For investors watching NYSE:UE, the dividend hike comes with the shares trading around $20.77. The stock has logged a 9.5% return over the past 30 days and an 8.7% return year to date, with a 52.3% return over three years and 47.7% over five years. This mix of recent and multiyear performance provides useful context...
NYSE:PINS
NYSE:PINSInteractive Media and Services

Pinterest Restructuring And AI Pivot Tested Against Valuation Opportunity

Pinterest (NYSE:PINS) is cutting its workforce by 15% and reorganising operations after an earnings miss. The company is shifting more resources into AI driven product development to support monetization and advertising tools. The restructuring responds to softer advertising demand and competitive pressure from larger digital platforms. Pinterest runs a visual discovery and shopping platform where users save and organise ideas, and advertisers target intent driven audiences. The company is...
NasdaqGS:SPSC
NasdaqGS:SPSCSoftware

Is It Time To Reassess SPS Commerce (SPSC) After A 1 Year Share Price Slump

If you are wondering whether SPS Commerce is now priced attractively or still expensive after a tough run, this article walks through the numbers in plain English so you can judge the value for yourself. The stock last closed at US$61.92, with returns of 17.3% decline over 7 days, 31.3% decline over 30 days, 29.6% decline year to date, 57.6% decline over 1 year, 58.8% decline over 3 years, and 41.8% decline over 5 years. These moves have kept SPS Commerce on the radar for investors who watch...
NYSE:TAP
NYSE:TAPBeverage

Topo Chico Hard Margarita Glass-Bottle Launch Might Change The Case For Investing In Molson Coors (TAP)

Molson Coors’ Topo Chico Hard brand has broadened its portfolio, rolling out hard margarita 6-pack glass bottles and an 8% ABV Margarita MAX Strawberry Hibiscus single-serve can, positioning these ready-to-enjoy offerings nationwide for 21+ consumers ahead of National Margarita Day. This move brings Topo Chico Hard Margarita into its signature glass bottle for the first time and leans into fast-growing flavor trends like hibiscus, potentially strengthening Molson Coors’ presence in...
NYSE:NET
NYSE:NETIT

Cloudflare (NET) Is Up 8.8% After Strong Q4, 2026 Outlook and New Mastercard Security Alliance - What's Changed

Earlier this month, Cloudflare reported fourth-quarter 2025 revenue of US$614.51 million, narrowed its quarterly loss per share to US$0.03, issued 2026 revenue guidance of about US$2.79 billion, and Mastercard announced a partnership combining Cloudflare’s application security with Recorded Future and RiskRecon to offer unified cyber risk monitoring and mitigation tools. Together, the strong results, ambitious revenue outlook, and new Mastercard alliance suggest Cloudflare is leaning further...
NasdaqGS:RUN
NasdaqGS:RUNElectrical

A Look At Sunrun (RUN) Valuation As Grid Programs And Distributed Energy Solutions Scale Up

Sunrun (RUN) is back in focus after highlighting rapid growth in its distributed power plant programs, in which home solar and battery systems are grouped to supply dispatchable energy to stressed electricity grids across multiple U.S. regions. See our latest analysis for Sunrun. Sunrun's recent distributed power plant update comes after a mixed stretch for the stock, with a 1-year total shareholder return of 115.46% but a 5-year total shareholder return showing a 68.36% decline, while the...
NasdaqGS:PAX
NasdaqGS:PAXCapital Markets

Patria Expands Platform With New Acquisitions And Latin America Credit Push

Patria Investments (NasdaqGS:PAX) has agreed to acquire majority stakes in Brazil based Solis Investimentos, Share Student Living, and WP Global Partners. The transactions expand Patria's reach in structured credit, student housing, and North American middle market investment solutions. Alongside these acquisitions, Patria is launching a new private credit strategy focused on Latin America. Patria Investments, a Latin America focused alternative asset manager listed as NasdaqGS:PAX, is...
NYSE:GS
NYSE:GSCapital Markets

Goldman Sachs Drops DEI Board Criteria Raising Governance And Valuation Questions

Goldman Sachs Group (NYSE:GS) plans to remove Diversity, Equity, and Inclusion (DEI) criteria from its board selection process. The change represents a shift away from previous board diversity guidelines that linked board appointments to DEI considerations. This move affects how future directors may be evaluated and could influence board composition over time. For you as an investor, this matters because Goldman Sachs is a major global investment bank and asset manager, and its board...