U.S. Industrials Stock News

In recent days, Samsara Inc. was highlighted by Evercore as a favored AI name and received new positive analyst coverage from BTIG and TD Cowen, which emphasized its large recurring revenue base and multi-product growth momentum. This cluster of endorsements underscores how Samsara’s AI-enabled connected operations platform is increasingly being viewed as a core software asset for physical operations customers. Next, we’ll examine how this wave of analyst recognition around Samsara’s AI...

If you are wondering whether Jabil’s current share price still offers value after a strong run, this article walks through what the numbers actually say about the stock. Jabil shares most recently closed at US$240.39, with returns of 2.3% over 7 days, 9.2% over 30 days and 58.4% over 1 year. The 3 year return is very large and the 5 year return is also very large. Recent coverage has focused on Jabil’s role as a major electronics manufacturing services provider and its positioning with large...

Axon Enterprise: recent performance snapshot Axon Enterprise (AXON) has drawn investor attention after a mixed stretch in its share performance, with a small 1 day decline, a modest gain over the past month, and a sharper pullback over the past 3 months. See our latest analysis for Axon Enterprise. Despite the recent 21.15% 3 month share price decline, Axon Enterprise’s current share price of $563.45 sits against a backdrop of a very large 5 year total shareholder return of more than 3x. This...

In December 2025, Morgan Stanley analyst Meta Marshall reiterated a Hold rating on Corning and highlighted its growing role in AI-linked optical communications, as the company prepared to report expected Q4 2025 net sales of US$4.35 billion and core EPS guidance of US$0.68–US$0.72 on January 28, 2026. The analyst commentary underscored Corning’s position at the center of data and optical infrastructure for AI workloads, pointing to enterprise demand in its optical communications segment as a...

Constellation Brands recently reported quarterly results that exceeded Wall Street expectations on both revenue and earnings per share, largely driven by continued strength in its beer portfolio, including premium labels such as Modelo and Corona. Alongside this performance, the company reaffirmed its focus on premium beer brands and returning cash to shareholders, reinforcing the importance of brand strength and capital allocation for its longer-term outlook. We’ll now assess how this...

In December 2025, Americold Realty Trust entered a cooperation agreement with Ancora Group Holdings, appointed Joseph Reece and Stephen Sleigh to its Board, and formed a new Finance Committee to review its portfolio, potential divestitures, debt reduction, and dividend stance. This move brings an experienced capital markets and labor-focused voice into Americold’s boardroom, signaling a more intensive review of asset mix, balance sheet priorities, and long-term cold storage...

For investors wondering whether ASML Holding's current share price lines up with its underlying worth, this article walks through what the numbers are actually saying about value. The stock last closed at US$1,163.78, with returns of 9.2% over the last 7 days, 5.8% over the last 30 days, 52.7% over 1 year and 91.7% over 3 years, while the 5 year return stands at 138.1%. Recent attention on ASML Holding has centered on its role as a key equipment supplier in the semiconductor supply chain and...

In early December 2025, Trane Technologies announced a definitive agreement to acquire the Digital business of Stellar Energy International, aiming to expand its presence in data center thermal management ahead of its upcoming fiscal fourth-quarter earnings release. This move highlights how Trane is aligning its HVAC expertise with the growing cooling needs of data centers, potentially reshaping its growth mix and margin profile. We will now examine how the data center-focused acquisition...

BigBear.ai Holdings has recently redeemed all outstanding 6.00% Convertible Senior Secured Notes due 2029, expecting to eliminate about US$125,000,000 of debt and materially strengthen its balance sheet after funding the US$250,000,000 cash acquisition of generative AI firm Ask Sage. At the same time, executive share disposals linked to tax withholding on vested stock awards and a planned shareholder vote to increase authorized shares highlight how BigBear.ai is reworking both its capital...

Sea (NYSE:SE) is back in focus after recent share price swings. The stock has shown mixed performance over the past week, month, and past 3 months, prompting investors to reassess its current valuation. See our latest analysis for Sea. Sea's recent share price return has been choppy, with a 3.07% 1 day move and a 31.16% 3 month share price decline. However, its 1 year total shareholder return of 21.23% suggests longer term momentum has been stronger than the latest swings imply. If Sea's...

Why CRISPR Therapeutics is back on investors’ radar CRISPR Therapeutics (CRSP) has come back into focus after recent trading, with the share price at US$53.77 and mixed returns over the past week, month, and past 3 months catching investors’ attention. See our latest analysis for CRISPR Therapeutics. At a share price of US$53.77, CRISPR Therapeutics has seen momentum cool in recent months, with a 90 day share price return of 23.86% and a contrasting 1 year total shareholder return of 26.73%,...

Keysight Technologies (KEYS) is back in focus after recent trading left the stock around $206.59, with the move coming against a mix of short term weakness and stronger multi year total returns. See our latest analysis for Keysight Technologies. At the current share price of $206.59, Keysight’s recent 1 day share price gain sits against a softer 1 month share price return of 1.85% and a stronger 90 day share price return of 21.47%. The 1 year total shareholder return of 25.02% and 5 year...

With no single fresh headline driving attention today, Coeur Mining (CDE) has drawn interest as investors weigh its recent share performance, profitability figures, and value metrics within the broader precious metals sector. See our latest analysis for Coeur Mining. Recent trading reflects mixed momentum, with a 10.66% 1 month share price return contrasting with weaker 7 day and 90 day share price returns. At the same time, the 1 year total shareholder return of 187.23% and 3 year total...

Why Cipher Mining's Ulysses acquisition matters for investors Cipher Mining (CIFR) recently agreed to acquire the 200 megawatt Ulysses site in Ohio, including 195 acres of land, secured capacity from AEP Ohio, and direct access to the PJM wholesale electricity market. The site is planned to energize in the fourth quarter of 2027 and is described as well suited for high performance computing, with multiple fiber paths and proximity to a major metropolitan area. Ulysses is Cipher's first...

In 2025, Celcuity reported past phase 3 trial results showing its breast cancer candidate gedatolisib, combined with palbociclib and fulvestrant, extended cancer control to about 12.4 months versus 1.9 months with fulvestrant alone, with mouth sores as the most common side effect. Patients on the gedatolisib regimens also experienced nearly two years of delayed deterioration in well-being, underscoring a potentially meaningful quality-of-life benefit alongside the clinical outcomes. Next,...

Event driven look at UniFirst stock UniFirst (UNF) shares recently closed at $193.61, drawing investor attention after a solid year in which the stock delivered a 15.2% total return and revenue reached $2.43b. See our latest analysis for UniFirst. The recent 90 day share price return of 17.57% and 30 day share price return of 6.84% suggest momentum has picked up again, even though the 3 year and 5 year total shareholder returns are slightly negative. If UniFirst has you thinking about where...

If you are wondering whether CoreWeave at around US$79.32 offers good value today, you are not alone. This article is aimed at helping you frame that question clearly. Over the last week the stock returned 5.9%. However, over 30 days it recorded a 10.2% decline, which may catch the eye of investors thinking about growth potential or shifts in perceived risk. Recent coverage around CoreWeave has focused on its role in AI focused cloud infrastructure and how that positioning fits into broader...

Capital One Financial (COF) has been drawing fresh attention after recent share price moves, with the stock’s past month and past 3 months returns outpacing its 1 day and 7 day gains, prompting closer portfolio reviews. See our latest analysis for Capital One Financial. At a share price of US$247.93, Capital One Financial’s recent 30 day share price return of 7.48% and 90 day share price return of 16.02%, alongside a 1 year total shareholder return of 36.82%, point to momentum that has built...

Recently, Bernstein SocGen Group reaffirmed its Outperform rating on Air Products and Chemicals after the company announced progress on its Louisiana Clean Energy Complex and the NEOM Green Hydrogen Project, including a collaboration intended to fund around 25% of the Darrow facility’s costs. The update was interpreted as strengthening long-term demand visibility for both blue and green hydrogen, easing earlier concerns about offtake risk for these megaprojects. Next, we’ll examine how this...

In recent months, Powell Industries reported quarterly revenue of US$298 million, up 8.3% year on year, record earnings per share of US$4.22, and completed the acquisition of Remsdaq to broaden its electrical automation offering. This combination of improving profitability, faster revenue growth than many industrial peers, and an expanded automation portfolio has sharpened investor focus on Powell’s order book, margins, and integration progress ahead of its next earnings update. Next, we’ll...

Why Prosperity Bancshares is on investors’ radar today Prosperity Bancshares (PB) has drawn fresh interest after recent share price moves, with the stock last closing at $69.63. That price gives investors a current snapshot to weigh against the bank’s fundamentals. See our latest analysis for Prosperity Bancshares. Recent trading has been mixed, with a 1-day share price return of 0.75% and a 90-day share price return of 5.36%. Meanwhile, the 1-year total shareholder return is a 4.02% decline...

Why Fifth Third Bancorp is on investors’ radar today Fifth Third Bancorp (FITB) has attracted fresh attention after recent share price moves, with the stock closing at $47.71. Investors are weighing that level against its recent returns and fundamentals. See our latest analysis for Fifth Third Bancorp. The 1 day share price return of 1.92% and 30 day share price return of 5.04% sit alongside a 1 year total shareholder return of 15.16%. The 3 and 5 year total shareholder returns of 57.49% and...

In early 2026, AT&T moved to expand its reach by preparing a limited beta of satellite-based cellular service, using AST SpaceMobile’s newly launched satellite to extend coverage into remote areas and respond to rising competition and customer churn. This push into satellite connectivity signals a potential shift in how AT&T complements its terrestrial 5G and fiber networks, especially for hard-to-serve geographies where traditional infrastructure is costly or impractical. Next, we’ll...

IonQ announced the continuation of its partnership with South Korea’s KISTI and the planned delivery of a 100‑qubit Tempo system, which will be integrated into the HANKANG supercomputing cluster to power the country’s National Quantum Computing Center of Excellence. This move creates South Korea’s first onsite hybrid quantum‑classical research hub and strengthens IonQ’s role as a core technology provider across Asia-Pacific. With IonQ’s Tempo 100 system set to anchor Korea’s new quantum...