U.S. Healthtech Stock News

NYSE:COTY
NYSE:COTYPersonal Products

Assessing Coty (COTY) Valuation As Bridgerton Fragrance Tie In Draws Fresh Attention

Bridgerton tie-in puts Coty’s fragrance reach in focus Coty (COTY) is teaming up with Netflix and Shondaland on a limited Bridgerton inspired fragrance collection, sold exclusively at Ulta Beauty in the US. The move spotlights Coty’s efforts in prestige scent collaborations. See our latest analysis for Coty. At a share price of $3.24, Coty has seen a 4.18% 1 month share price return and a 2.21% 1 day move. However, its 1 year total shareholder return of 54.37% and 3 year total shareholder...
NasdaqGS:BANF
NasdaqGS:BANFBanks

Assessing BancFirst (BANF) Valuation After Q4 Earnings Show Higher Net Income And Rising Net Charge Offs

BancFirst (BANF) recently reported fourth quarter 2025 results that combined higher net income with increased net charge-offs, giving investors fresh information on both earnings power and credit costs. See our latest analysis for BancFirst. The earnings and charge-off updates have arrived alongside a 1-day share price return of 1.96% and a 30-day share price return of 5.29%, while the latest price sits at $112.10. Over a longer stretch, total shareholder return is slightly negative over 1...
NasdaqGS:BKR
NasdaqGS:BKREnergy Services

Baker Hughes Clean Ammonia And Storage Deals Deepen Energy Transition Story

Baker Hughes announced new technology contracts to support clean ammonia production for one of the first U.S. low carbon ammonia fertilizer plants. The company also expanded its collaboration with Hydrostor on advanced compressed air energy storage projects. These moves reinforce Baker Hughes' focus on lower emissions solutions and longer duration energy storage. For investors watching NasdaqGS:BKR, these clean ammonia and energy storage deals add another piece to the story alongside a...
NYSE:LUV
NYSE:LUVAirlines

Assessing Southwest Airlines (LUV) Valuation After Major Shift To Assigned Seating And New Fee Revenue Model

Southwest Airlines (LUV) is in focus after management outlined 2026 profit guidance alongside a major shift in its business model by introducing assigned seating, bag fees, extra legroom options, and basic economy fares. See our latest analysis for Southwest Airlines. The recent changes and upbeat 2026 guidance have arrived alongside sharp share price momentum, with a 90 day share price return of 67.31% and a 1 year total shareholder return of 66.42%. This suggests sentiment has shifted...
NYSE:CNC
NYSE:CNCHealthcare

Centene (CNC) Is Down 7.5% After Mixed Analyst Takes On Cooling Utilization Trends - What's Changed

In recent days, Centene drew attention as several major Wall Street firms updated their views on the insurer, citing fresh physician survey data pointing to cooling healthcare utilization growth. What stands out is that, while some analysts highlighted ongoing uncertainty around Medicaid and Exchange programs, others framed Centene within a potentially improving backdrop for government managed care starting in 2026, underscoring differing perspectives on the same underlying trends. With the...
NYSE:O
NYSE:ORetail REITs

Realty Income Expands Logistics And Global Footprint While Valuation Gap Persists

Realty Income (NYSE:O) formed a partnership with GIC to invest up to US$1.5b in logistics real estate. The company made its first investment in Mexico, adding a new international market to its portfolio. These moves expand Realty Income's reach beyond its traditional net lease focus in established geographies. Realty Income, known for its net lease properties and monthly dividend, is widening its scope as logistics and global supply chains stay in focus for many real estate investors. The...
NYSE:MO
NYSE:MOTobacco

Altria Group (MO) Valuation Check After Q4 Beat Smoke Free Push And Leadership Changes

Altria Group (MO) is back in focus after fourth quarter 2025 results, a goodwill impairment charge and fresh leadership moves, giving investors new information on earnings quality, capital returns and the smoke free product push. See our latest analysis for Altria Group. Against this backdrop of impairment charges, buybacks and a planned CEO transition, Altria’s share price has a 30 day return of 8.58%, a 1 year total shareholder return of 26.19% and a 5 year total shareholder return of...
NYSE:POR
NYSE:PORElectric Utilities

Is Portland General Electric (POR) Pricing In Its Recent 1-Year Share Price Strength?

Wondering whether Portland General Electric's current share price reflects its true worth, or if the market is overlooking something in this regional utility? The stock recently closed at US$50.11, with returns of 0.9% over 7 days, 3.4% over 30 days, 3.4% year to date, 28.3% over 1 year, 18.7% over 3 years and 44.3% over 5 years. This gives investors some history to weigh against the current price. Recent coverage has focused on Portland General Electric's position in the regulated utilities...
NYSE:KEX
NYSE:KEXShipping

Assessing Kirby (KEX) Valuation After Recent Share Price Pullback And Long Term Momentum

With no single headline event driving attention, Kirby (KEX) is drawing interest as investors weigh its recent share moves in relation to the company’s role in U.S. marine transportation and industrial services. See our latest analysis for Kirby. The share price has pulled back 7.12% over the past week but still sits at $119.42 after a 30 day share price return of 6.72% and a 90 day share price return of 14.33%. Total shareholder returns of 11.46% over one year and 106.90% over five years...
NYSE:CE
NYSE:CEChemicals

Assessing Celanese (CE) Valuation After A Choppy Year And Recent Share Price Rebound

Celanese (CE) has been drawing attention after its shares closed at $45.87, with recent returns showing mixed short term moves alongside a recovery in the stock over the past month and past three months. See our latest analysis for Celanese. That latest 3.2% 1 day share price return sits within a choppy year in which the 1 year total shareholder return is a decline of 33.1%, despite a 22.8% 3 month share price gain suggesting improving momentum. If this kind of rebound has you thinking about...
NasdaqGS:BSRR
NasdaqGS:BSRRBanks

Sierra Bancorp (BSRR) Net Profit Margin Near 28.4% Reinforces Bullish Earnings Narratives

Sierra Bancorp (BSRR) has just posted its FY 2025 numbers, with fourth quarter revenue of US$40.2 million, basic EPS of US$0.97 and net income of US$12.9 million setting the tone for the year. The bank has seen quarterly revenue move from US$35.5 million in Q4 2024 through US$34.7 million, US$38.0 million and US$36.3 million to US$40.2 million most recently. Basic EPS over the same stretch ran from US$0.73 to US$0.66, US$0.78, US$0.73 and now US$0.97, giving you a clear view of how the top...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

How Margin Resilience and Currency Tailwinds Will Impact Airbnb (ABNB) Investors

In recent weeks, Airbnb has been highlighted for ongoing operational strength, including rising Nights and Experiences Booked and robust EBITDA margins that support efficient execution. At the same time, analysts have pointed out that Airbnb’s substantial international revenue mix could benefit meaningfully from a weaker US dollar, potentially amplifying reported earnings. With these trends in focus, we’ll now examine how Airbnb’s combination of margin resilience and currency tailwinds...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Does Modest 2025 Results and New EYLEA HD Data Shift the Bull Case for Regeneron (REGN)?

Regeneron Pharmaceuticals recently reported Q4 2025 and full-year 2025 results showing modest year-on-year revenue and earnings growth, alongside ongoing share repurchases totaling about US$1.51 billion under its 2025 buyback program. The company is also preparing to share new long-term and primary clinical data for its ophthalmology franchise, including EYLEA HD, at the Angiogenesis meeting on February 7, 2026, highlighting how label expansions and dosing flexibility could influence use in...
NYSEAM:IE
NYSEAM:IEMetals and Mining

What Ivanhoe Electric (IE)'s SQM-Funded Chile Copper Exploration Deal Means For Shareholders

In late January 2026, Ivanhoe Electric announced a Collaboration and Exploration Agreement with Sociedad Quimica y Minera de Chile to explore 2,002 km² of SQM’s northern Chile mining concessions for large copper deposits, funded initially by SQM with US$9,000,000 over three years. The deal gives Ivanhoe Electric an option to earn a 50% joint venture stake in any qualifying copper discovery by paying twice SQM’s exploration spend into a new project vehicle, effectively using SQM’s upfront...
NYSE:AYI
NYSE:AYIElectrical

A Look At Acuity Brands (AYI) Valuation After A 17% Dividend Increase

Acuity (AYI) has just approved a 17% increase in its quarterly dividend to US$0.20 per share, a move that puts income directly in focus for shareholders watching the stock’s return profile. See our latest analysis for Acuity. The dividend decision comes after a mixed share price run, with a 1-day share price return of 2.39% and 7-day share price return of 1.59% sitting against a 30-day share price return decline of 15.19%. The 5-year total shareholder return of 157.00% points to stronger long...
NYSE:IBM
NYSE:IBMIT

Why IBM (IBM) Is Up 6.2% After Raising 2026 Outlook And Expanding Its AI War Chest

In late January 2026, IBM reported strong fourth-quarter and full-year 2025 results, raised its 2026 outlook for constant-currency revenue growth above 5%, issued multiple US$- and €-denominated bond offerings across maturities, reaffirmed its quarterly US$1.68 dividend, and announced the upcoming addition of PepsiCo CEO Ramon L. Laguarta to its board. These developments highlight IBM’s push to fund long-term AI, hybrid cloud, mainframe, and quantum initiatives while deepening board-level...
NYSE:WU
NYSE:WUDiversified Financial

Does Western Union's New AI Hub In Hyderabad Deepen Its Digital Transformation Story For WU?

Western Union has opened a Global Capability Center in Hyderabad, India, with HCLTech to drive AI-led innovation, platform modernization and engineering excellence across its payments and digital operations, adding to its existing Pune Tech Center. The Hyderabad hub, powered by HCLTech’s AI Force™ and other tools, positions Western Union to deepen its technology partnership and centralize next-generation payments infrastructure, customer experience and operational capabilities in a key...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Intel (NasdaqGS:INTC) Valuation Check As Apple And Nvidia Weigh U.S. Foundry Partnerships

Intel (INTC) is back in focus after reports that Apple and Nvidia are actively exploring using Intel’s U.S. foundry capacity for future chip production, along with progress in its next generation manufacturing technologies. See our latest analysis for Intel. The share price has moved sharply in recent months, with a 1-day share price return of 4.99%, 7-day return of 14.83% and 90-day return of 31.76%. The 1-year total shareholder return of about 1.5x highlights how sentiment around Intel’s...
NasdaqGS:BGC
NasdaqGS:BGCCapital Markets

A Look At BGC Group (BGC) Valuation After New FCA Benchmark Administrator Approval

BGC Group (BGC) shares are in focus after the company reported that BGC Brokers L.P. is now authorized as a U.K. registered benchmark administrator with the Financial Conduct Authority under U.K. Benchmarks Regulation. See our latest analysis for BGC Group. The FCA benchmark approval comes as BGC Group’s 1-month share price return of 3.36% and year to date share price return of 3.36% contrast with a 1-year total shareholder return decline of 2.61%, while the 3-year and 5-year total...
NYSE:FN
NYSE:FNElectronic

Fabrinet (FN) Is Up 5.4% After Strong Q2 Earnings And HPC Momentum - Has The Bull Case Changed?

Fabrinet reported its fiscal second-quarter 2026 results on February 2, posting sales of US$1,132.89 million and net income of US$112.63 million, both higher than a year earlier, with diluted earnings per share from continuing operations rising to US$3.11. The results highlight how growth in Telecom, Data Center Interconnect, and an expanding High-Performance Computing business is reshaping Fabrinet’s mix beyond its traditional telecom focus. We’ll now look at how this broader...
NasdaqGS:HQY
NasdaqGS:HQYHealthcare

Assessing HealthEquity (HQY) Valuation After Fresh GARP-Focused Growth And Profitability Analysis

Why HealthEquity is back on GARP investors’ radar Recent analysis placing HealthEquity (HQY) in the Growth at a Reasonable Price category has drawn renewed attention, as investors compare its earnings, revenue trends, profitability, and balance sheet with its recent share price performance. See our latest analysis for HealthEquity. HealthEquity’s recent share price performance has been mixed, with a 1-day share price return of 1.63% and a 7-day share price return of 2.04%. This contrasts with...
NYSE:JCI
NYSE:JCIBuilding

Is Johnson Controls International (JCI) Pricing In Too Much Growth After Recent Share Price Surge

If you are wondering whether Johnson Controls International (NYSE:JCI) still offers value after a strong run, this article walks through what the current share price might be implying. The stock last closed at US$122.98, with returns of 6.9% over the past 7 days, 0.5% over the past 30 days, 0.5% year to date, 62.2% over 1 year, 98.6% over 3 years and 163.5% over 5 years. Recent news around Johnson Controls International has focused on long term themes such as building efficiency, smart...
NYSE:DLX
NYSE:DLXCommercial Services

Assessing Deluxe (DLX) Valuation After Payfinia Partnership And Solid Quarterly Results

Deluxe (DLX) has moved into focus after partnering with Payfinia to bring the Paze digital wallet to more banks, credit unions, and merchants, alongside reporting fourth quarter sales of US$535.3 million and net income of US$15.1 million. See our latest analysis for Deluxe. Investors appear to be responding to the Paze partnership and recent earnings update, with Deluxe’s 30 day share price return of 25.46% and 90 day share price return of 52.72% building on a 30.33% one year total...
NYSE:MSCI
NYSE:MSCICapital Markets

Why MSCI (MSCI) Is Up 5.1% After Earnings Beat, Bigger Dividend And Ongoing Buybacks

MSCI Inc. has released its fourth-quarter and full-year 2025 results, reporting quarterly revenue of US$822.53 million and net income of US$284.67 million, alongside a higher full-year profit of US$1.20 billion and a first-quarter 2026 cash dividend of US$2.05 per share declared in the past week. Along with these results, MSCI has been returning capital through ongoing share repurchases totaling about US$2.84 billion across recent authorizations, underscoring management’s continued focus on...