U.S. Industrials Stock News

Axalta Coating Systems (AXTA) has quietly put together a steady run, with the stock up around 7% over the past month and roughly 10% in the past 3 months, despite a weaker year-to-date showing. See our latest analysis for Axalta Coating Systems. With the share price now around $32.24, the recent 30 day share price return of nearly 7 percent contrasts with a slightly negative year to date move. At the same time, multi year total shareholder returns suggest momentum is gradually rebuilding...

EyePoint (EYPT) has been drawing attention after fresh upward revisions to its earnings estimates and strong momentum scores, a combination that often signals shifting expectations for a company’s financial trajectory. See our latest analysis for EyePoint. The latest leg higher, including a 1 day share price return of 8.15 percent and 30 day share price return of 37.79 percent, adds to a powerful year to date share price return of 134.74 percent and a 3 year total shareholder return of 552.25...

Earlier in December, Kiniksa Pharmaceuticals International received a Buy rating from a Wells Fargo analyst and released an update on its Phase 2 study of KPL-387 monotherapy in recurrent pericarditis, which aims to transition patients from existing regimens to this new therapy. This combination of a positive analyst view and progress on KPL-387, a key pipeline asset, sharpened investor focus on Kiniksa’s long-term portfolio beyond ARCALYST. We’ll now examine how the latest KPL-387 clinical...

Alvotech and Teva Pharmaceuticals previously reached a settlement and license agreement with Regeneron, clearing a legal path for AVT06, Alvotech’s proposed biosimilar to Eylea, to enter the US market by late 2026, following earlier marketing approvals in the UK, Japan and across the European Economic Area and positive phase 3 data in wet AMD. This resolution removes a key layer of legal uncertainty around AVT06’s US commercialization, potentially reinforcing Alvotech’s broader biosimilar...

Hello Group (MOMO) just posted softer third quarter numbers, with both revenue and net income slipping versus last year, and followed up with fourth quarter guidance that points to another year over year revenue decline. See our latest analysis for Hello Group. The muted third quarter and cautious guidance help explain why Hello Group’s share price return is down over the past month and year to date, while the one year total shareholder return is also negative, signalling momentum is still...

UGI (UGI) has been quietly climbing, with the stock up around 46% over the past year and roughly 17% in the past 3 months, drawing fresh attention to its valuation. See our latest analysis for UGI. With the share price now at $38.63 and a strong year to date share price return backed by a 1 year total shareholder return in the mid 40 percent range, UGI looks like a name where positive momentum and improving sentiment are starting to converge with a still debated valuation. If this kind of...

Insmed (INSM) has been on a bumpy ride after its Phase 2b BiRCh trial in chronic rhinosinusitis without nasal polyps failed to hit efficacy goals, forcing the company to halt that indication. See our latest analysis for Insmed. The selloff after the BiRCh miss has clearly cooled near-term enthusiasm, with a 7-day share price return of negative 10.75 percent and a 30-day share price return of negative 11.57 percent. However, the 90-day share price return of 20.9 percent and exceptional 3-year...

Niron Magnetics recently announced that it is collaborating with Moog Inc. to develop and test rare-earth-free Iron Nitride magnet-based actuator solutions for guided munitions and other defense applications, aiming to strengthen domestic supply resilience. This partnership directly ties Moog’s motion-control expertise to U.S. Department of Defense priorities around supply chain diversification and domestically produced critical technologies, potentially deepening its role in future defense...

Earlier this month, Shift4 Payments announced that founder Jared Isaacman resigned as Executive Chairman, with CEO Taylor Lauber stepping up as Chairman of the Board, consolidating leadership roles at the top of the company. This governance shift places both operational and boardroom control in Lauber’s hands, which could influence how Shift4 balances growth ambitions with risk management and capital allocation decisions. We’ll now examine how consolidating the CEO and Chairman roles might...

Corporación América Airports reported November 2025 operating results showing 7,138,000 passengers, 39,700 tons of cargo, and 72,000 aircraft movements, all above prior-year traffic levels except for a small cargo dip. Year-to-date through November 2025, passenger volumes exceeded 79,136,000 and aircraft movements approached 799,600, underscoring broad-based traffic growth across the company’s network. Next, we’ll consider how this broad-based passenger growth, especially in Argentina and...

Ingersoll Rand (IR) just added former Tesla executive Jerome Guillen to its Board, a governance move that signals fresh thinking on operations, automation, and sustainability. This gives investors another angle on the stock’s long term trajectory. See our latest analysis for Ingersoll Rand. The timing is interesting, with today’s 2.32 percent 1 day share price return nudging the stock off year to date weakness. This comes even as the 1 year total shareholder return sits modestly negative and...

Castle Biosciences recently reported new clinical data in Nature Communications and an independent consensus paper, both reinforcing the prognostic value of its DecisionDx-UM and DecisionDx-Melanoma gene expression profile tests for guiding melanoma patient management. The combination of prospective multicenter evidence and unanimous expert endorsement strengthens the clinical standing of Castle’s melanoma portfolio as an integrated part of established staging guidelines and...

Earlier this month, W. R. Berkley Corporation presented at the Goldman Sachs 2025 U.S. Financial Services Conference in New York, while insiders and Mitsui Sumitomo Insurance Co. increased their holdings and the company declared a US$1.00 per share special dividend for payment on December 29, 2025. Taken together, the insider and institutional buying, special dividend, and leadership change at Berkley Net point to rising internal and external confidence in W. R. Berkley’s direction. We’ll...

In recent weeks, several Wall Street analysts have shifted to more positive views on Teradata, upgrading their ratings and signaling increased confidence in its business outlook. This growing analyst support highlights a changing perception of Teradata’s ability to compete in the evolving analytics and AI infrastructure market. Now we’ll explore how this wave of analyst upgrades could reshape Teradata’s investment narrative and its perceived long-term positioning. Find companies with...

Red Cat Holdings (RCAT) just rotated into the S&P Aerospace & Defense Select Industry Index and out of the S&P Technology Hardware index, a quiet classification shift that can still reshape who owns this stock. See our latest analysis for Red Cat Holdings. That reclassification comes just as sentiment has flipped, with a 30 day share price return of 44.97 percent and a sharp 7 day bounce, even though the year to date share price return remains negative and the 3 year total shareholder return...

In December 2025, UL Solutions Inc. was added to the S&P 1000 index, while a major stockholder completed a secondary sale of 14,375,000 existing Class A shares at US$78.00 each, and Saudi Electricity Company announced an MOU with UL Solutions to enhance fire protection and life safety standards in Saudi Arabia. This combination of index inclusion, broadened fire-safety collaboration in a key energy market, and increased free float could influence UL Solutions’ liquidity profile, customer...

Recent performance and what is driving interest Bloom Energy (BE) has quietly turned into a strong momentum story, with the stock up nearly 3% over the past week and almost tripling so far this year, far outpacing broader clean energy peers. See our latest analysis for Bloom Energy. Zooming out, Bloom Energy’s 294.78% year to date share price return and 281.24% one year total shareholder return show strong, building momentum as investors reprice its growth and risk profile. If Bloom’s surge...

In recent months, Robbins Geller Rudman & Dowd LLP began investigating Cogent Communications Holdings for potential securities law violations after the company reported a roughly 6% year-over-year service revenue decline and a very large dividend cut of about 98%. This combination of weaker operating trends and an abrupt dividend reset has raised fresh questions about Cogent’s disclosure practices and balance between shareholder payouts and business reinvestment. We’ll now examine how the...

American Battery Technology Company (NasdaqCM: ABAT) was recently added to the S&P/TSX Global Mining Index, reflecting its role in technologies for extracting and recycling critical battery materials. This index inclusion can broaden the company’s exposure to institutional investors and passive funds that track global mining benchmarks. We’ll now examine how American Battery Technology’s new place in the S&P/TSX Global Mining Index shapes its broader investment narrative. These 13 companies...

Modine Manufacturing (MOD) just added a new wrinkle to its stock story with a formal retirement plan for Climate Solutions president Eric McGinnis, even as investors focus on the companys earnings momentum. See our latest analysis for Modine Manufacturing. The planned transition for McGinnis lands as Modine’s 1 year to date share price return of 17.96 percent and 3 year total shareholder return of 597.71 percent signal momentum that is moderating, not stalling, near the 137.03 dollar mark. If...

Earlier in December, Best Buy reported third-quarter revenue of US$9.67 billion, up 2.4% year on year and about 1% above analyst expectations, while also slightly beating EBITDA estimates. On December 5, 2025, Best Buy’s board further reinforced its governance and oversight by appointing Mr. Jadeja to the Compensation and Human Resources Committee and the Finance and Investment Policy Committee, effective March 2, 2026. With strong quarterly results outpacing forecasts yet followed by a...

Getty Realty (GTY) has been quietly grinding along, and its recent performance leaves investors weighing income stability against sluggish share returns. With dividend-focused REITs back in focus, this stock deserves a closer look. See our latest analysis for Getty Realty. At around $28.19, Getty’s recent 90 day share price return of 3.26 percent contrasts with a modest 1 year total shareholder return of negative 1 percent, suggesting income stability but only tentative momentum for capital...

In December 2025, Ferguson Enterprises reported first-quarter 2025 results showing higher sales and net income year over year, raised full-year net sales guidance to about 5% growth, completed a buyback of 27.68 million shares for US$4.24 billion, and announced a quarterly dividend of US$0.89, 7% above the prior year. This combination of earnings growth, increased cash returns through both dividends and repurchases, and updated guidance highlighted management’s confidence in the business...

Entergy (ETR) just took a concrete step into the data center energy race by starting construction on two combined cycle plants in Louisiana under a 15 year deal to power Meta’s new facility. See our latest analysis for Entergy. The Meta deal caps a run of constructive updates for Entergy, from breaking ground on the new Louisiana plants to securing equipment for incoming clients. The stock’s roughly 22 percent year to date share price return, alongside a 25 percent one year total shareholder...