U.S. Healthtech Stock News

NYSE:ITW
NYSE:ITWMachinery

Illinois Tool Works (ITW) Is Up 12.4% After Raising EPS Outlook And Completing US$3 Billion Buyback – Has The Bull Case Changed?

In early February 2026, Illinois Tool Works reported fourth-quarter 2025 results showing higher sales of US$4,093 million and increased earnings per share, while full-year profits eased even as revenue inched up to US$16.04 billions. The company coupled these results with 2026 guidance calling for modest revenue growth and higher GAAP EPS, plus completion of a US$3.01 billions buyback that reduced its share count by just over 4% since August 2023. With these earnings, 2026 guidance, and...
NYSE:EVR
NYSE:EVRCapital Markets

Did Record 2025 Results, Capital Returns, and EMEA Hire Just Shift Evercore's (EVR) Investment Narrative?

Evercore Inc. reported past fourth-quarter 2025 revenue of US$1,297.03 million and net income of US$203.95 million, capping a year in which full-year revenue rose to US$3.88 billion and net income reached US$591.92 million. The firm coupled these record results with a quarterly dividend of US$0.84 per share, share repurchases totaling 829,918 shares under its 2025 program, and the hiring of senior consumer banker Jonathan Dale to bolster its EMEA franchise. We’ll now examine how this...
NasdaqGS:KTOS
NasdaqGS:KTOSAerospace & Defense

Kratos Mighty Hornet IV Test Puts Taiwan Drone Opportunity In Focus

Kratos Defense & Security Solutions and Taiwan’s NCSIST have completed a successful test of the Mighty Hornet IV Attack UAV. The test validated systems integration and operational performance, supporting plans to produce and deploy large numbers of these drones in Taiwan. This collaboration reflects deeper defense ties between the US and Taiwan and aims to supply advanced, cost-focused unmanned systems for the Asia Pacific region. For investors watching NasdaqGS:KTOS, this test fits into a...
NYSE:UBER
NYSE:UBERTransportation

Assessing Uber Technologies (UBER) Valuation After Recent Share Price Pullback

What recent returns say about Uber Technologies (UBER) Uber Technologies (UBER) has seen its share price under pressure recently, with a 0.6% decline over the past day, 6.6% over the past week, and double digit declines over the past month and past 3 months. See our latest analysis for Uber Technologies. Zooming out, the recent share price pullback sits against a more mixed picture, with a year to date share price return of a 9.76% decline but a 3 year total shareholder return of 117.99%,...
NYSE:CBT
NYSE:CBTChemicals

Cabot’s PowerCo Battery Deal and Active Capital Moves Could Be A Game Changer For Cabot (CBT)

Cabot Corporation recently reported fiscal first-quarter 2026 results showing lower sales of US$849 million and net income of US$73 million year on year, while still delivering adjusted earnings per share ahead of analyst expectations. At the same time, Cabot advanced its portfolio by securing a multi-year conductive carbons supply deal with PowerCo SE, completing the Mexico Carbon Manufacturing acquisition, continuing share repurchases, and affirming a US$0.45 quarterly dividend,...
NYSE:CI
NYSE:CIHealthcare

Cigna FTC Settlement Reshapes Express Scripts Model And Investor Outlook

Cigna Group (NYSE: CI) has reached a landmark settlement with the Federal Trade Commission affecting its Express Scripts pharmacy benefit operations. The agreement requires the company to eliminate spread pricing, increase fee and rebate transparency, relocate group purchasing activities to the U.S., and adopt new cost models for independent pharmacies. This settlement introduces binding changes to how Cigna structures and discloses elements of its pharmacy benefit management...
NasdaqGS:CEG
NasdaqGS:CEGElectric Utilities

A Look At Constellation Energy (CEG) Valuation After Calpine Deal And New Power Policy Proposals

Government plans for emergency power auctions, rate caps, and new plants have put Constellation Energy (CEG) in the spotlight just as its Calpine acquisition creates the nation’s largest electric producer and reshapes its clean energy mix. See our latest analysis for Constellation Energy. Those policy headlines and the Calpine deal have landed on a stock that was already under pressure, with a 30 day share price return of a 22.8% decline and a year to date share price return of a 28.6%...
NYSE:UI
NYSE:UICommunications

Ubiquiti (UI) Earnings Surge And 29.9% Margin Intensify Debate On Non Cash Profit Quality

Ubiquiti (UI) has just posted Q2 2026 results with revenue of US$814.9 million and basic EPS of US$3.86, backed by trailing twelve month revenue of about US$3.0 billion and basic EPS of US$14.69 that reflect the recent earnings surge. The company has seen quarterly revenue move from US$599.9 million in Q2 2025 to US$814.9 million in Q2 2026, while quarterly basic EPS shifted from US$2.26 to US$3.86 over the same period. This sets up a story where the headline growth rates and a 29.9% net...
OTCPK:FMCC
OTCPK:FMCCDiversified Financial

A Look At Federal Home Loan Mortgage (OTCPK:FMCC) Valuation After Mortgage Rates Hit Multi Year Lows

Mortgage rate shift and what it could mean for Federal Home Loan Mortgage Federal Home Loan Mortgage (FMCC) has drawn fresh attention after its latest Primary Mortgage Market Survey showed the 30 year fixed-rate mortgage averaging 6.11%, described internally as the lowest level in years. See our latest analysis for Federal Home Loan Mortgage. Despite the mortgage survey pointing to improved affordability, Federal Home Loan Mortgage’s recent share price return has been weak, with a 30 day...
NasdaqGS:AMSC
NasdaqGS:AMSCElectrical

Why American Superconductor (AMSC) Is Down 5.8% After Tax-Boosted Record Earnings And Raised Guidance

In early February 2026, American Superconductor reported third-quarter fiscal 2025 results showing sales rising to US$74.53 million and net income jumping to US$117.81 million, alongside guidance for fourth-quarter revenues above US$80.0 million and net income above US$3.0 million. An interesting angle is that this record profitability was heavily influenced by a discrete tax benefit, highlighting how balance sheet changes can materially affect reported earnings beyond operational...
NYSE:CAG
NYSE:CAGFood

Assessing Conagra Brands (CAG) Valuation After A Quiet Share Price Rebound

Recent performance snapshot With no single headline event driving the move, Conagra Brands (CAG) has quietly posted a solid month. The share price recently closed at $19.35 and has shown positive returns over the past month and past 3 months. See our latest analysis for Conagra Brands. That recent upswing sits against a softer long run picture, with a 30 day share price return of 20.34% and a 1 year total shareholder return decline of 16.17%, suggesting momentum has picked up after a tougher...
NasdaqGS:TFSL
NasdaqGS:TFSLBanks

TFS Financial (TFSL) Valuation Check After Recent Share Price Momentum

What recent performance says about TFS Financial TFS Financial (TFSL) has caught investor attention after a recent share price move, with the stock showing gains over the past week, month, and past 3 months that stand out within regional banking peers. The company reports annual revenue of US$327.371m and net income of US$89.338m. This gives investors concrete earnings to compare with its latest share price of US$14.92 and recent return profile. See our latest analysis for TFS...
NYSE:AU
NYSE:AUMetals and Mining

Why AngloGold Ashanti (AU) Is Up 11.9% After Boosting Dividends With Tier 1 Asset Shift

AngloGold Ashanti has already released its Q4 2025 results, confirming an additional dividend on top of its regular payout to meet its annual distribution targets and align with its plan to return about half of free cash flows to investors. This announcement follows a series of portfolio changes that shifted capital away from higher-cost Tier 2 operations toward Tier 1 assets, aiming to support earnings and cash generation alongside firm gold prices. Next, we will consider how this increased...
NYSE:MPC
NYSE:MPCOil and Gas

Why Marathon Petroleum (MPC) Is Up 15.2% After Q4 Earnings And Refinery Upgrade Plans

Marathon Petroleum reported fourth-quarter 2025 results with revenue of US$33.42 billion and net income of US$1.54 billion, alongside ongoing share repurchases and a US$1.00 per-share dividend declared for payment in March 2026. The company paired strong refining and midstream performance with targeted high-return projects at its Garyville and El Paso refineries, signaling a focus on higher-value output and disciplined capital use. We will now examine how the margin-accretive Garyville and...
NYSE:PRLB
NYSE:PRLBMachinery

Proto Labs (PRLB) Margin Improvement Tests Bullish High P/E Narrative

Proto Labs (PRLB) has wrapped up FY 2025 with Q4 revenue of US$136.5 million and basic EPS of US$0.25, capping off a year in which trailing twelve month revenue reached US$533.1 million and EPS came in at US$0.89. Over the past year, revenue has moved from US$500.9 million to US$533.1 million on a trailing basis while EPS shifted from US$0.66 to US$0.89, and quarterly revenue has stepped up from US$121.8 million in Q4 2024 to US$136.5 million in Q4 2025. For investors, the key storyline now...
NYSE:BBAI
NYSE:BBAIIT

A Look At BigBear.ai (BBAI) Valuation After Maqta Partnership And Share Authorization Vote

Why BigBear.ai’s latest moves matter for shareholders BigBear.ai Holdings (BBAI) has drawn fresh attention after its UAE arm partnered with Maqta Technologies to build AI customs and border solutions, while investors weigh an upcoming vote to double the company’s authorized share count. See our latest analysis for BigBear.ai Holdings. Despite the Maqta Technologies partnership and the Ask Sage acquisition in late 2025, BigBear.ai’s 1 year total shareholder return is about a 45% loss. The 30...
NYSE:BEN
NYSE:BENCapital Markets

Should Franklin Resources’ Stronger Q1 Results and Expanding Platform Require Action From BEN Investors?

Franklin Resources, Inc. recently reported first-quarter 2026 results showing higher revenue, net income and earnings per share versus a year earlier, alongside preliminary assets under management of about US$1.71 trillion at January 31, 2026 and a maintained quarterly dividend of US$0.33 per share, payable on April 10, 2026. Together with the launch of its Microsoft Azure-powered Intelligence Hub platform and ongoing expansion in ETFs, alternatives and custom indexing, these updates...
NYSE:W
NYSE:WSpecialty Retail

Does Wayfair (W) Using Affirm Abroad Reveal Its Real Edge In Global Home Retail?

On 5 February 2026, Affirm announced it had expanded its partnership with Wayfair to offer its no-late-fee, buy now, pay later products to shoppers in the UK and Canada, building on an earlier rollout across Wayfair’s US online and in-store checkouts. This move highlights how Wayfair is aiming to boost international customer appeal by pairing its online home goods offering with more flexible payment options at checkout. We’ll now look at how this expanded Affirm partnership, and its impact...
NYSE:DIS
NYSE:DISEntertainment

Disney Leadership Shakeup Puts Focus On Capital Allocation And Valuation

Walt Disney (NYSE:DIS) announced a major leadership transition, promoting Josh D’Amaro to Chief Executive Officer. Dana Walden has been named President and Chief Creative Officer, creating a new dual leadership structure at the company. The leadership changes align with Disney’s long term expansion plans in parks, cruises, creative projects, and technology collaborations. For you as an investor, this shift comes at a time when Disney’s Experiences segment is a key contributor to the...
NYSE:PH
NYSE:PHMachinery

Parker-Hannifin (PH) Valuation Check After Earnings Beat And Raised Full-Year Outlook

Why Parker-Hannifin stock is back in focus Parker-Hannifin (PH) is drawing fresh attention after its latest quarter topped expectations, supported by aerospace and off-highway operations, productivity gains, and acquisition integration, with management raising full-year sales and earnings guidance. See our latest analysis for Parker-Hannifin. The latest move in Parker-Hannifin’s share price, with a 7.5% 1 month share price return and 15.7% 3 month share price return, sits alongside a 1 year...
NasdaqGS:MAR
NasdaqGS:MARHospitality

Assessing Whether Marriott International (MAR) Still Offers Value After Recent Share Price Momentum

What recent performance data suggests for Marriott International (MAR) With no single headline event driving attention today, investors are focusing on how Marriott International (MAR) has been trading recently and how its fundamentals line up with that price action. The stock’s recent returns show a 2.1% move over the past day, 5.7% over the past week, around 4.4% over the past month and about 14.5% over the past 3 months, against a last close of US$333.24. See our latest analysis for...
NYSE:GLW
NYSE:GLWElectronic

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

If you are wondering whether Corning's current share price still offers value after a strong run, this article will walk through the numbers in a clear and practical way. Corning's stock last closed at US$122.16, with returns of 18.3% over 7 days, 38.8% over 30 days, 34.7% year to date, 135.0% over 1 year, 276.6% over 3 years and 280.0% over 5 years, which naturally raises questions about what is already priced in. Recent attention on Corning has been shaped by ongoing interest in its...
NYSE:HI
NYSE:HIMachinery

Is Hillenbrand (HI) Pricing Look Attractive After Years Of Mixed Share Returns?

If you are wondering whether Hillenbrand's current share price gives you good value, it helps to step back and look at how the market has treated the stock over different time frames. At a last close of US$31.98, Hillenbrand's recent returns have been modest, with 0.2% over 7 days, 0.6% over 30 days, 0.8% year to date and 6.0% over 1 year, compared with a 23.6% decline over 3 years and a 20.1% decline over 5 years. These mixed returns suggest investors have shifted their expectations over...
NYSE:IONQ
NYSE:IONQTech

IonQ (IONQ) Valuation After Wolfpack Report On Pentagon Contract Loss And Acquisition Concerns

IonQ (IONQ) is back under the microscope after Wolfpack Research released a critical short report that alleges the loss of key Pentagon contract funding, executive turnover, insider share sales, and a risky acquisition push. See our latest analysis for IonQ. IonQ’s share price has been highly volatile, with a 1 day share price return of 14.99% after heavy selling that left the 30 day and 90 day share price returns at 29.71% and 40.97% declines. The 3 year total shareholder return is around...