U.S. Industrials Stock News

NasdaqGS:NSIT
NasdaqGS:NSITElectronic

How Record Margins, Stalled Buybacks and Diverging Insider Signals At Insight Enterprises (NSIT) Has Changed Its Investment Story

In the past quarter, Insight Enterprises reported record gross margins of 23.4% even as revenue edged lower, while a previously announced share repurchase program from December 2025 resulted in no actual buybacks. At the same time, insider purchases at three-year lows contrasted with a major shareholder trimming its stake, highlighting sharply different views on Insight’s prospects. Against this backdrop of record margins and contrasting insider versus institutional activity, we’ll examine...
NasdaqGS:MYGN
NasdaqGS:MYGNBiotechs

Myriad Genetics (MYGN) Quarterly Loss Narrows Yet Keeps Profitability Concerns In Focus

Myriad Genetics (MYGN) just closed FY 2025 with fourth quarter revenue of US$209.8 million and a quarterly loss of US$7.9 million, equivalent to basic EPS of a US$0.08 loss. Over recent periods the company has seen quarterly revenue move between US$195.9 million and US$213.1 million, while basic EPS has ranged from roughly breakeven in early FY 2025 to a much larger US$3.57 loss in the second quarter, reflecting a wide spread in earnings outcomes for shareholders. With trailing twelve month...
NYSE:NTB
NYSE:NTBBanks

Evaluating Bank of N.T. Butterfield & Son (NYSE:NTB) After Its Recent Share Price Moves

Why Bank of N.T. Butterfield & Son Is Drawing Fresh Investor Attention Bank of N.T. Butterfield & Son (NYSE:NTB) is back on many watchlists as investors reassess the stock following its recent share performance, including a 1 day return close to flat and mixed short term moves. With a roughly 3.5% decline over the past week but a positive move over the past month and past 3 months, some investors are pausing to reassess how this regional banking group fits into their portfolios. See our...
NYSE:FLNG
NYSE:FLNGOil and Gas

What FLEX LNG (FLNG)'s Lower Earnings and Steady Dividend Payout Reveal About Its Risk Trade‑Off

FLEX LNG Ltd. has reported fourth-quarter 2025 net income of US$21.55 million, down from US$45.22 million a year earlier, and full-year net income of US$74.82 million versus US$117.68 million, while declaring a US$0.75 per-share dividend for shareholders of record on February 27, 2026, paid around March 12, 2026. The contrast between weaker earnings and the maintained cash dividend highlights management’s emphasis on income returns even as profitability compresses year-on-year. Now we’ll...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Is It Time To Reassess Carvana (CVNA) After Sharp Swings In Share Price?

If you are wondering whether Carvana's current share price really reflects its business prospects, you are not alone. This article will walk through how the stock stacks up on value. At a last close of US$325.16, the stock has seen a 7.3% decline over the past week, a 31.3% decline over the past month, an 18.8% decline year to date, a 46.7% gain over the past year, and a very large return over three years. Recent coverage has focused on Carvana's share price swings and what they may imply...
NasdaqGS:QS
NasdaqGS:QSAuto Components

The Bull Case For QuantumScape (QS) Could Change Following Narrower Losses And Board Retirement News - Learn Why

QuantumScape Corporation recently reported its fourth-quarter and full-year 2025 results, with net losses narrowing to US$100.11 million for the quarter and US$435.05 million for the year, alongside improved cost efficiency and a modestly better adjusted EBITDA loss outlook for 2026. The company also announced the retirement of co-founder Prof. Dr. Fritz Prinz from its board, marking a leadership transition as it continues technical progress and capital discipline while remaining...
NYSE:HAE
NYSE:HAEMedical Equipment

Haemonetics (HAE) Is Up 5.3% After FDA Clears NexSys PCS With Persona PLUS Technology

Haemonetics Corporation recently received U.S. Food and Drug Administration 510(k) clearance for its NexSys PCS Plasma Collection System with Persona PLUS technology, supported by a large multicenter trial of over 30,000 plasma donations showing improved average plasma volume per donation while maintaining safety. This next-generation, donor-tailored collection technology could enhance plasma center efficiency and reinforce Haemonetics’ position in high-value plasma collection...
NasdaqCM:PGY
NasdaqCM:PGYSoftware

Is Pagaya (PGY) Turning Short-Term Guidance Volatility Into a Test of Its AI Underwriting Edge?

In recent weeks, Pagaya Technologies reported softer-than-expected first-quarter guidance but reiterated that it is seeing no operational slippage or credit stress, even as broader market volatility weighed on sentiment. Analysts have reaffirmed positive views on the company, arguing that its AI-driven underwriting platform and measured growth outlook remain intact despite short-term market noise. With analysts highlighting management’s reassurance about stable operations, we’ll now...
NYSE:PERF
NYSE:PERFSoftware

Perfect (PERF) Margin Compression Challenges Bullish High‑Growth Narrative After FY 2025 Results

Perfect (PERF) has just wrapped up FY 2025 with Q4 revenue of US$18.1 million and basic EPS of US$0.01, set against trailing twelve month revenue of US$69.2 million and EPS of US$0.05. Over recent quarters the company has seen revenue move from US$15.9 million in Q4 FY 2024 to US$18.1 million in Q4 FY 2025, while quarterly EPS has ranged between about US$0.002 and US$0.025 across FY 2025. This gives investors a clearer view of how growth and profitability are interacting. With a trailing net...
NYSE:JMIA
NYSE:JMIAMultiline Retail

Jumia Technologies (JMIA) Is Down 8.3% After Reporting Narrower 2025 Losses And Higher Sales – Has The Bull Case Changed?

In February 2026, Jumia Technologies AG reported its fourth-quarter and full-year 2025 results, with sales rising to US$61.4 million for the quarter and US$188.93 million for the year, while net losses narrowed to US$10.31 million and US$61.55 million respectively versus the prior year. The company also filed its 2025 Annual Report on Form 20-F with the SEC, offering investors a detailed view of how its pan-African marketplace, logistics network, and payment infrastructure are evolving as it...
NYSE:WBS
NYSE:WBSBanks

A Look At Webster Financial (WBS) Valuation After Recent Share Price Momentum

Webster Financial (WBS) has been drawing fresh attention after recent share price moves, with the stock last closing at $72.42. That brings its reported past 3 months total return to about 21%. See our latest analysis for Webster Financial. The recent 30 day share price return of 13.0% and 90 day share price return of 21.9% sit alongside a 1 year total shareholder return of 34.3%. This points to momentum that has built over a longer horizon rather than just a short term bounce. If Webster...
NYSE:ITGR
NYSE:ITGRMedical Equipment

Integer Holdings (ITGR) One Off US$71.4m Loss Tests Bullish Margin Recovery Narratives

Integer Holdings (ITGR) FY 2025 earnings snapshot Integer Holdings (ITGR) has wrapped up FY 2025 with fourth quarter revenue of $472.1 million and basic EPS of $1.39, rounding out a trailing twelve month EPS of $2.96 on $1.9 billion of revenue and net income of $102.8 million from ongoing operations. The company has seen quarterly revenue range from $437.4 million in Q1 2025 to $476.5 million in Q2 2025. Quarterly EPS moved from a Q1 loss of $0.66 to positive readings of $1.06, $1.13 and...
NYSE:KMI
NYSE:KMIOil and Gas

Kinder Morgan Insider Sale Weighed Against Dividend Growth And Expansion Plans

A senior Kinder Morgan (NYSE:KMI) executive recently sold company shares, drawing investor attention to insider activity. The company announced its ninth consecutive annual dividend increase, extending a long-running pattern of higher payouts. Kinder Morgan highlighted continued investment in large pipeline expansion projects alongside its dividend focus. Kinder Morgan, trading at $32.69, is in the spotlight as investors weigh insider selling against a multiyear record of dividend growth...
NasdaqGS:OSBC
NasdaqGS:OSBCBanks

A Look At Old Second Bancorp (OSBC) Valuation After Mixed Recent Share Price Performance

Valuation snapshot and recent performance Old Second Bancorp (OSBC) has been drawing attention after recent trading left the shares with mixed short term returns and longer term gains. This has prompted investors to reassess how its current price lines up with fundamentals. The stock shows a 1 day return of 1.18%, a 7 day return reflecting a 4.99% decline, roughly flat performance over the past month, and a 4.05% return over the past 3 months, set against a 10.70% total return over the past...
NYSE:TRGP
NYSE:TRGPOil and Gas

Targa Resources Expands Permian And Mont Belvieu Capacity For Long Term Growth

Targa Resources (NYSE:TRGP) announced a major build out of natural gas processing plants in the Permian Basin. The company is adding a new large scale NGL fractionator, Train 13, at its Mont Belvieu complex. Targa outlined additional growth projects, including carbon capture initiatives and AI driven technology upgrades across its system. The expansion is described as aimed at meeting rising energy demand tied to data centers and broader market needs. Targa Resources, a large midstream...
NYSE:MAX
NYSE:MAXInteractive Media and Services

MediaAlpha (MAX) Thin 2.3% Net Margin Tests Bullish Profitability Narratives

MediaAlpha FY 2025 Earnings Snapshot MediaAlpha (MAX) has wrapped up FY 2025 with fourth quarter revenue of US$291.2 million and basic EPS of US$0.56, alongside trailing twelve month revenue of about US$1.1 billion and EPS of US$0.46 that sit against earnings growth of 54.1% over the past year. Over the last few quarters, the company has seen revenue range from US$251.6 million to US$306.5 million per quarter. EPS swung from a loss of US$0.33 in Q2 2025 to a profit of US$0.26 in Q3 and...
NasdaqGS:ARVN
NasdaqGS:ARVNPharmaceuticals

Arvinas (ARVN) Q4 Loss Of US$67.4 Million Reinforces Profitability Concerns

Arvinas (ARVN) just wrapped up FY 2025 with Q4 revenue of US$9.5 million and a basic EPS loss of US$1.04, alongside a Q4 net loss of US$67.4 million. This capped a year in which quarterly revenue swung from US$188.8 million in Q1 to US$9.5 million in Q4 and EPS moved from a Q1 profit of US$1.14 to successive quarterly losses. Over the trailing twelve months to Q4 2025, the company booked total revenue of US$262.6 million and a net loss of US$80.8 million, so the latest print keeps the focus...
NasdaqGS:SHC
NasdaqGS:SHCLife Sciences

Sotera Health (SHC) Margin Expansion To 6.7% Tests Premium 60.9x P/E Narrative

Sotera Health (SHC) has put a full year of results on the table, with Q4 FY 2025 revenue of US$303.4 million and basic EPS of US$0.12, rounding out trailing 12 month revenue of about US$1.2 billion and EPS of US$0.27 that follows earnings growth of 75.8% over the past year. Over recent quarters the company has seen revenue move from US$254.5 million in Q1 FY 2025 to US$311.3 million in Q3 and US$303.4 million in Q4. Quarterly basic EPS has ranged from a loss of US$0.05 in Q1 to US$0.17 in Q3...
NYSE:EXPD
NYSE:EXPDLogistics

Expeditors International Of Washington (EXPD) Flat TTM Earnings Challenge Bullish Quality Narrative

Expeditors International of Washington (EXPD) just wrapped up FY 2025 with fourth quarter revenue of US$2.9 billion and basic EPS of US$1.50, alongside net income of US$200.7 million. Together, these results set the tone for how the full year will be judged. Over recent quarters, the company has seen revenue range from US$2.7 billion to US$3.0 billion, while quarterly EPS moved between roughly US$1.35 and US$1.69. This gives investors a clearer view of how the top and bottom lines have...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Arm’s AI Royalties Surge and Nvidia Exit Might Change The Case For Investing In ARM (ARM)

Arm Holdings recently reported record fiscal Q3 revenue growth driven by higher royalty and licensing demand tied to AI-focused chip designs, while Nvidia completed the sale of its roughly US$140 million minority stake, ending its equity ownership but keeping their technology relationship intact. At the same time, Malaysia is pushing an agreement to use Arm’s intellectual property to build a local chip-design ecosystem, underlining Arm’s growing global importance in AI and semiconductor...
NasdaqGS:NTNX
NasdaqGS:NTNXSoftware

Assessing Nutanix (NTNX) Valuation After A Difficult Year For Shareholder Returns

Nutanix (NTNX) is drawing attention after a period of weaker share performance, including a 43.4% negative total return over the past year. This is prompting investors to reassess its cloud software business and recent financial profile. See our latest analysis for Nutanix. While Nutanix’s recent 7 day share price return of 7.55% and 30 day share price return of 11.56% add to a 25.18% year to date share price decline, the 34.02% three year total shareholder return suggests earlier momentum...
NasdaqCM:ESTA
NasdaqCM:ESTAMedical Equipment

Establishment Labs Holdings (ESTA) Q4 Loss NARROWS Sharply Reinforcing Bullish Profitability Narrative

Establishment Labs Holdings (NasdaqCM:ESTA) just wrapped FY 2025 with Q4 revenue of US$64.6 million and a basic EPS loss of US$0.09, alongside trailing twelve month revenue of US$211.1 million and a TTM basic EPS loss of US$1.72. The company has seen quarterly revenue move from US$40.2 million in Q3 2024 to US$64.6 million in Q4 2025, while quarterly basic EPS losses shifted from US$1.19 in Q4 2024 to US$0.09 in Q4 2025, setting up an earnings story where stronger top line figures are still...
NasdaqGS:COGT
NasdaqGS:COGTBiotechs

Cogent Biosciences Balances Bezuclastinib Phase 3 Progress With Dilution Risk

Cogent Biosciences (NasdaqGS:COGT) has advanced its lead therapy bezuclastinib into a Phase 3 trial for systemic mastocytosis. The company has also filed a significant shelf registration that could be used to raise capital in the future. These updates highlight progress in Cogent Biosciences' clinical pipeline alongside preparations for potential funding needs. Cogent Biosciences enters this news cycle with its shares at $39.18 and very large 1 year returns, reflecting strong recent...
NasdaqGS:UPBD
NasdaqGS:UPBDSpecialty Retail

Upbound Group (UPBD) Margin Hit And One Off Loss Challenge Bullish Growth Narrative

Upbound Group (UPBD) has wrapped up FY 2025 with Q4 revenue of US$1.2 billion and basic EPS of US$0.35, while trailing twelve month figures show revenue of US$4.7 billion and EPS of US$1.30 against a current share price around US$21.62. Over the past six quarters, the company has seen revenue move from US$1.08 billion in Q4 2024 to US$1.20 billion in Q4 2025, with quarterly EPS ranging between US$0.23 and US$0.57 along the way. This gives investors a clear view of how the top line and per...