U.S. Healthtech Stock News

NasdaqGS:LASR
NasdaqGS:LASRElectronic

A Look At nLIGHT (LASR) Valuation After Strong Run Ahead Of Earnings

nLIGHT (LASR) heads into its earnings report tomorrow after the bell, with investors focused on how the laser maker’s recent revenue outperformance and stronger than expected EBITDA guidance translate into its Q4 numbers. See our latest analysis for nLIGHT. That backdrop of better than expected guidance and upbeat revenue projections has coincided with strong momentum in the shares, with a 39.05% 1 month share price return and a very large 1 year total shareholder return pointing to investors...
NYSE:KNSL
NYSE:KNSLInsurance

Kinsale Insider Sale And Softer Growth Signals Reset Investor Expectations

A Kinsale Capital Group (NYSE:KNSL) director has recently sold company shares, drawing attention to insider activity. On the latest earnings call, management discussed slower premium growth, rising competition, and softening in some specialty lines. Executives signaled a more cautious long term growth outlook compared with prior commentary. Kinsale Capital Group, trading at around $373.16, has experienced pressure recently, with the stock down 7.3% over the past month and 10.3% over the...
NasdaqGS:MMSI
NasdaqGS:MMSIMedical Equipment

Merit Medical Systems (MMSI) Premium P/E Faces Slower 6.8% EPS Growth Narrative Test

Merit Medical Systems (MMSI) closed FY 2025 with fourth quarter revenue of US$393.9 million and basic EPS of US$0.64, supported by trailing twelve month revenue of US$1.5 billion and EPS of US$2.17 that frame the full year picture. Over the past six reported quarters, the company has seen quarterly revenue move from US$339.8 million in Q3 2024 to US$393.9 million in Q4 2025, while quarterly basic EPS ranged between US$0.47 and US$0.64 across that stretch. With trailing net profit margin at...
NasdaqGM:KOD
NasdaqGM:KODBiotechs

Assessing Kodiak Sciences (KOD) Valuation After Baker Bros. Buying And Late Stage Retinal Trial Progress

Institutional buying and late stage trials draw attention to Kodiak Sciences Baker Bros. Advisors recently expanded its position in Kodiak Sciences (KOD) by 2,608,696 shares, an estimated US$53.42 million purchase that is putting fresh focus on the biotech as its retinal disease programs advance. See our latest analysis for Kodiak Sciences. Kodiak Sciences’ share price has been volatile, with a 12.37% 7 day share price return and 23.08% 90 day share price return. Its 1 year total shareholder...
NasdaqGS:NWL
NasdaqGS:NWLConsumer Durables

Is Newell Brands (NWL) A Value Opportunity After Mixed 12-Month Share Price Swings?

If you are wondering whether Newell Brands at US$4.56 is a bargain or a value trap, you are not alone. This article is here to unpack what the current share price might be implying. The stock has had mixed returns, with a 3.2% decline over the last 7 days, a 4.6% gain over the last 30 days, a 22.6% gain year to date, and a 24.3% decline over the past year. These moves can change how investors think about both upside potential and risk. Recent company updates and ongoing restructuring efforts...
NYSE:AGCO
NYSE:AGCOMachinery

AGCO’s Precision Tech Push and Buybacks Might Change The Case For Investing In AGCO (AGCO)

AGCO recently showcased its Fendt, Massey Ferguson and PTx brands at the 2026 Commodity Classic, highlighting new precision agriculture equipment, retrofit autonomy solutions and advanced digital platforms, while AGCO Power’s Core80 engine was named Diesel Engine of the Year 2026 for its off‑highway powertrain innovation. Together with the completion of share repurchases totaling US$515,000,000 across two programs, these product and technology milestones underline AGCO’s focus on higher‑tech...
NYSE:CRM
NYSE:CRMSoftware

Salesforce Momentum Deal Ties AI Workflows To Depressed Valuation Potential

Salesforce (NYSE:CRM) is acquiring Momentum to bring AI-driven conversational insights and workflow automation into Agentforce 360 and Slack. The deal aims to ingest and analyze unstructured voice and video data from third party channels and feed those insights directly into enterprise sales and service workflows. Salesforce, trading at $191.75, is leaning further into AI capabilities at a time when its share price has seen mixed performance. The stock is up 2.1% over the past week but has...
NasdaqCM:PLSE
NasdaqCM:PLSEMedical Equipment

Is Pulse Biosciences (PLSE) Share Price Justified After Recent Volatility In Healthcare Sentiment

If you are wondering whether Pulse Biosciences at around US$19.21 is priced fairly or if the market is getting ahead of itself, this article walks through what the numbers indicate about its value. The share price has had a mixed run, with a 24.5% decline over the last week, a 34.1% gain over the last month, a 43.5% gain year to date, a 0.7% decline over the last year, a very large 3 year return of around 7x, and a 30.8% decline over five years. Recent news coverage around Pulse Biosciences...
NYSE:UI
NYSE:UICommunications

Is It Too Late To Consider Ubiquiti (UI) After Its 123% One Year Surge?

If you are wondering whether Ubiquiti's current share price reflects its true worth, this article walks through the key numbers so you can judge the value story for yourself. Ubiquiti's share price recently closed at US$755.43, with returns of 6.8% over 7 days, 37.6% over 30 days, 33.4% year to date, 123.4% over 1 year, 192.3% over 3 years, and 143.0% over 5 years. These figures raise fair questions about what is already priced in and how risk is being viewed. Recent coverage of Ubiquiti has...
NYSE:VST
NYSE:VSTRenewable Energy

Vistra Bets On Gas And Nuclear To Power Data Center Demand

Vistra (NYSE:VST) has committed around $4 billion to acquire natural gas and nuclear power plants, targeting rising electricity needs from data centers. The company reports significant growth in EBITDA and dividends alongside this expansion in generation assets. These moves mark a shift in Vistra's business mix toward serving large, power intensive customers such as data centers. Vistra, a major US power producer and retailer, is leaning into the surge in electricity demand tied to data...
NYSE:EMN
NYSE:EMNChemicals

Eastman Chemical Results Highlight Cash Strength Recycling Progress And Dividend Questions

Eastman Chemical (NYSE:EMN) released its full year 2025 results, emphasizing strong cash generation. The company reported that it exceeded its cost reduction targets for the year. Management also highlighted progress at the Kingsport methanolysis plant, where recycling efforts advanced further. Eastman Chemical, a global specialty materials producer, continues to focus on cash generation and cost discipline while operating in a mixed economic backdrop. For investors, the latest update on...
NasdaqGM:LMAT
NasdaqGM:LMATMedical Equipment

A Look At LeMaitre Vascular (LMAT) Valuation After Recent Share Price Momentum

Event driven snapshot of LeMaitre Vascular LeMaitre Vascular (LMAT) has drawn investor attention after recent share price moves, with the stock last closing at $91.38, prompting a closer look at how its fundamentals line up with current market pricing. See our latest analysis for LeMaitre Vascular. At $91.38, LeMaitre Vascular’s recent momentum has been relatively firm, with a 30 day share price return of 7.15% and a year to date share price return of 13.98%. This comes even though the 1 year...
NasdaqGS:FAST
NasdaqGS:FASTTrade Distributors

Fastenal CEO Pay Jump, Insider Buying And Contracts Reshape Investment Story

Fastenal (NasdaqGS:FAST) reported a nearly 60% year over year increase in CEO compensation. Company insiders have been purchasing additional shares of Fastenal stock. Fastenal secured almost US$8 million in government contract awards. Fastenal, a major distributor of industrial and construction supplies, sits at the intersection of manufacturing, construction, and maintenance activity across North America. For investors, shifts in executive pay, insider trading activity, and government...
NYSE:FNF
NYSE:FNFInsurance

Is FNF’s Dividend And Buyback Mix Revealing Its True Capital Allocation Priorities?

Fidelity National Financial, Inc. recently reported fourth-quarter 2025 results showing revenue of US$4,051 million but a net loss of US$117 million, while also declaring a US$0.52 per-share quarterly dividend payable on March 31, 2026, to shareholders of record on March 17, 2026. Despite weaker bottom-line results and ongoing share repurchases totaling US$251.19 million for 4,427,671 shares under its current program, the company is emphasizing strong commercial activity and industry-leading...
NYSE:HSY
NYSE:HSYFood

Assessing Hershey (HSY) Valuation As Shares Show Strong Recent Momentum

Hershey stock at a glance Hershey (HSY) has drawn investor interest after a strong run, with the share price up about 21% over the past month and 22% over the past 3 months, compared with a last close of $229.64. Over the past year, the stock shows a total return of about 38%, alongside a reported value score of 2 and an estimated intrinsic discount of roughly 23%. Some investors may treat this as a cue to reassess expectations. See our latest analysis for Hershey. The recent 20.9% 1 month...
NYSE:AES
NYSE:AESRenewable Energy

Did AES’ 20‑Year Google Data Center Deal Just Shift AES’ (AES) Investment Narrative?

The AES Corporation recently announced it has entered 20‑year Power Purchase Agreements with Google to develop and own co‑located energy generation for a new data center in Wilbarger County, Texas, including securing land, grid interconnection, and building shared electricity infrastructure. This long-duration partnership deepens AES’s role as an energy provider to hyperscale data centers, highlighting its capabilities in delivering tailored, on-site power and long-term energy management...
NYSE:ZETA
NYSE:ZETASoftware

Zeta Global Holdings (ZETA) Returns To Quarterly Profit, Testing Longstanding Skepticism On Profitability Path

Zeta Global Holdings (ZETA) closed FY 2025 with Q4 revenue of US$394.6 million and basic EPS of US$0.03, alongside net income of US$6.5 million, setting a clear marker after a year that started in the red. Over the past four quarters, the company reported revenue increasing from US$314.7 million in Q4 2024 to US$394.6 million in Q4 2025, while basic EPS moved from US$0.07 to US$0.03. Trailing twelve month EPS stood at a loss of US$0.13, so the latest quarterly profit comes against a year that...
NYSE:DBRG
NYSE:DBRGCapital Markets

DigitalBridge Pauses Earnings Call As SoftBank Deal And Profit Shift Loom

DigitalBridge Group (NYSE:DBRG) has announced it will not hold its usual earnings conference call. The company will also pause detailed financial guidance while it pursues a proposed transaction with SoftBank Group Corp. This reflects the importance of ongoing discussions with SoftBank, a major investor in digital infrastructure. For you as an investor, the absence of an earnings call means fewer near term management updates at a time when interest around DigitalBridge Group is elevated...
NYSE:INR
NYSE:INROil and Gas

Is There Now An Opportunity In Infinity Natural Resources (INR) After Mixed Recent Returns?

If you are wondering whether Infinity Natural Resources is priced attractively right now, you are not alone. This article focuses on what the current share price might mean for value-driven investors. Over the shorter term, the stock has seen a 1.5% decline over the last 7 days, a 4.3% return over 30 days and a 9.2% return year to date, while the 1-year return sits at a 14.2% decline from the previous level. These mixed returns sit against a backdrop where investors are paying closer...
NasdaqGS:WDAY
NasdaqGS:WDAYSoftware

Evaluating Workday (WDAY) After A Steep Multi‑Month Share Price Decline

Workday’s recent performance in focus Workday (WDAY) has drawn attention after a stretch of negative returns, with the stock down about 29% over the past month and 38% over the past 3 months, which has prompted closer scrutiny from investors. See our latest analysis for Workday. At a share price of US$133.15, Workday’s short term share price returns, including a 29.39% 30 day decline and 38.25% 90 day decline, contrast with its longer term total shareholder return of 48.90% decline over 1...
NasdaqGS:VRSK
NasdaqGS:VRSKProfessional Services

Assessing Verisk Analytics (VRSK) Valuation After Mixed Recent Share Price Performance

Why Verisk Analytics is on investors’ radar today Verisk Analytics (VRSK) operates in the insurance data and analytics space, and its recent share performance has been mixed, with gains over the past 3 years but weaker returns over the past year. See our latest analysis for Verisk Analytics. At around US$195.82, Verisk’s share price has seen a 6.38% 7-day share price return after a weaker 30-day share price return of a 10.89% decline and a 1-year total shareholder return of a 31.55% decline,...
NYSE:MHO
NYSE:MHOConsumer Durables

Is It Too Late To Consider M/I Homes (MHO) After Its Strong Multi Year Rally?

If you are wondering whether M/I Homes is still good value after a strong multi year run, this article walks through how its current share price stacks up against several valuation measures. The stock closed at US$140.40 recently, with returns of 4.8% over 30 days, 9.8% year to date and 17.9% over 1 year. The 3 year return sits at a very large 138.7%, and the 5 year return at 180.7%. Recent coverage of M/I Homes has focused on its position within the U.S. homebuilding sector and how...
NYSE:HCA
NYSE:HCAHealthcare

Assessing HCA Healthcare (HCA) Valuation After Strong Recent Share Price Momentum

What stands out about HCA Healthcare right now HCA Healthcare (HCA) has drawn investor attention after recent performance data, with the stock showing a 1 day return of 2.67%, a month return of 14.44%, and a past 3 months return of 5.01%. See our latest analysis for HCA Healthcare. That recent 14.4% 1 month share price return, on top of a 14.9% year to date share price gain, sits alongside a 1 year total shareholder return of 70.2%. This suggests strong momentum rather than a short lived...
NasdaqGS:USLM
NasdaqGS:USLMBasic Materials

A Look At United States Lime & Minerals (USLM) Valuation After Strong Earnings And Prudent Capital Allocation

Recent commentary around United States Lime & Minerals (USLM) has focused on its strong earnings, solid revenue and profit growth, and cautious capital allocation, particularly its emphasis on maintaining a strong balance sheet and returning cash to shareholders. See our latest analysis for United States Lime & Minerals. At a share price of $112.85, United States Lime & Minerals has seen a 6.7% year to date share price decline and a 12.2% 1 month share price pullback. However, its 1 year...