U.S. Industrials Stock News

Stifel’s refreshed call on ArcBest (ARCB), keeping a Buy rating while lifting its outlook, has put the trucking and logistics name back on investors’ radar as sentiment across Wall Street turns more constructive. See our latest analysis for ArcBest. The upgraded call comes as momentum has quietly turned in ArcBest’s favor, with the share price at 80.47 dollars and a strong 1 month share price return of just over 32 percent helping to claw back some of this year’s earlier weakness. However,...

For investors wondering whether Waste Management is still attractively priced at around $218 a share or whether much of the opportunity has already been realized, this article will walk through what the numbers indicate about its valuation. The stock has gained 1.3% over the last week and 1.2% over the last month, and is up 8.9% year to date, adding to a track record of 7.6% over 1 year, 43.7% over 3 years, and 101.9% over 5 years. Recent headlines have highlighted Waste Management's...

If you are wondering whether Federated Hermes remains attractively valued after its recent run up, or if that value is already fully reflected in the price, this piece will walk you through what the current share price is really implying. The stock has quietly delivered a 10.2% gain over the last month and is up 32.8% over the past year, with a strong 125.1% climb over five years that is making long term holders very happy. Recently, the company has stayed in the spotlight as investors...

Earlier this week, PG&E Corporation CEO Patti Poppe announced a major leadership reorganization effective January 1, 2026, reshaping operations, customer and corporate affairs, strategy, transformation, and government engagement across its Northern and Central California footprint. The creation of focused roles like an Energy Delivery CEO and a Chief Transformation Officer highlights PG&E’s push to integrate operations, customer service and process modernization under clearer...

If you have ever looked at MSCI and wondered whether the current share price really makes sense, you are not alone. This article is going to unpack that valuation puzzle step by step. MSCI is trading around $562.40, up 2.1% over the last week and 0.5% over the last month, even though the stock is still down 5.8% year to date and over the past year, while longer-term 3-year and 5-year returns of 25.6% and 36.9% hint at a business that has compounded value over time. Recently, investors have...

Elastic (NYSE:ESTC) is back in focus after securing a multiyear agreement with the U.S. Cybersecurity and Infrastructure Security Agency to build a standardized SIEM as a Service platform for federal civilian agencies. See our latest analysis for Elastic. The CISA deal comes at a time when Elastic’s share price has pulled back, with a year-to-date share price return of negative 23.14 percent and a one-year total shareholder return of negative 26.55 percent. However, a three-year total...

Ascendis Pharma (ASND) has quietly given back some ground over the past week, even though its longer term performance remains strong. With shares near 200 dollars, investors are weighing solid growth against ongoing losses. See our latest analysis for Ascendis Pharma. Despite the recent 7 day share price return of negative 9.4 percent, Ascendis still boasts a robust year to date share price return of about 45 percent and a 1 year total shareholder return of roughly 47 percent. This suggests...

Target (TGT) just landed in the regulatory spotlight after the FDA issued a public warning, saying recalled ByHeart infant formula linked to a multistate botulism outbreak was still being sold and even promoted in its stores. See our latest analysis for Target. The FDA warning lands at a tricky moment for Target, with the share price at $99.05 after a strong 1 month share price return of 15.07 percent. However, the 1 year total shareholder return is a much weaker negative 21.34 percent,...

Marathon Petroleum has appointed Maria A. Khoury as Executive Vice President and Chief Financial Officer, effective January 19, 2026, succeeding John J. Quaid after a transition period. Khoury’s blend of oil and gas, life sciences, and global finance experience positions her to influence Marathon’s capital allocation and risk management approach in meaningful ways. We’ll now examine how bringing in a globally experienced CFO from Danaher could influence Marathon Petroleum’s investment...

In November 2025, the FDA issued a warning letter to Albertsons after regulators found recalled ByHeart Whole Nutrition Infant Formula linked to a multistate infant botulism outbreak still available for purchase across multiple Albertsons-affiliated stores in 11 states. The letter highlights serious gaps in Albertsons’ recall execution and communication processes, raising questions about its food safety controls and regulatory risk management. We’ll now examine how this FDA warning, centered...

Investors may be wondering whether Hologic at around $74.94 is quietly turning into good value, or if it is just treading water while other healthcare names run ahead of it. Over the last year the stock is up about 4.6%, with a modest 4.5% gain year to date, while short-term moves have been fairly muted, down 0.1% over the last week and up 1.0% over the last month. Recent headlines have focused on Hologic expanding its portfolio of diagnostic and women’s health technologies and deepening...

Procore Technologies (PCOR) has been back in focus after a fresh board reshuffle and an incoming CEO, with investors parsing what this evolving leadership team could mean for its construction focused AI strategy and stock trajectory. See our latest analysis for Procore Technologies. Those leadership changes and the company’s recent conference appearances seem to be feeding into a slow but constructive shift in sentiment, with a modest single digit 3 month share price return and a much...

Why Global Net Lease is Back on Income Investors Radar Global Net Lease (GNL) has quietly delivered a 33% 1 year total return, and that kind of move in a higher yield REIT immediately raises the question: is this momentum sustainable or already priced in? See our latest analysis for Global Net Lease. That recent 7.5% 1 month share price return, on top of a 15.2% year to date share price gain, suggests momentum is rebuilding even though the longer term total shareholder return is still...

Accenture (ACN) opened fiscal 2026 with Q1 revenue of about $18.7 billion and basic EPS of $3.57, setting the tone for another year where profit growth is firmly in focus. The company has seen quarterly revenue move from roughly $16.4 billion in Q4 2024 to $18.7 billion in Q1 2026, while basic EPS has ranged between about $2.27 and $3.64 over that stretch. This gives investors a clear view of how top line and per share earnings have been tracking. With trailing net margins easing a touch and...

American Bitcoin stock reacts to mounting losses and sharp pullback American Bitcoin (ABTC) has quietly slid over the past month, with the stock down roughly 66% and about 78% in the past 3 months. This has prompted investors to reassess its Bitcoin focused model. See our latest analysis for American Bitcoin. That rapid drawdown sits on top of an already weak year to date share price return of about 75% and signals fading momentum as investors reassess both Bitcoin volatility and American...

In recent months, Trane Technologies has rolled out new circularity impact metrics tied to its 2030 Sustainability Commitments, announced acquisitions in data center-focused digital cooling and AI HVAC optimization, and reported higher adjusted EPS alongside record enterprise bookings and backlog. These moves, combined with renewed STEM education funding and workplace culture recognition, highlight how Trane is using sustainability, talent, and data center exposure to reinforce its...

Market context and recent performance Phillips 66 (PSX) has been drifting lower in recent weeks, with the stock down around 9% over the past week and roughly 4% over the past month, even as its one year return remains solidly positive. See our latest analysis for Phillips 66. With the share price now at $129.13 and recent weakness reflected in its 7 day and 30 day share price returns, the longer term picture still looks constructive. This is supported by a 1 year total shareholder return...

Piper Sandler recently assumed coverage of First Commonwealth Financial, assigning an Overweight rating and outlining its view on the bank’s earnings outlook through 2027 amid changing interest rate expectations. The firm’s thesis leans heavily on a potential easing in short-term Federal Reserve rates and a modestly steeper yield curve, conditions that could influence how First Commonwealth balances lending margins and credit quality over the coming years. We’ll now examine how Piper...

Earlier this month, Affiliated Managers Group, Inc. completed a corporate bond issuance of US$424.27 million in 5.50% senior unsecured, unsubordinated notes due February 15, 2036, priced at 99.828% of principal and callable. This move reshapes AMG’s capital structure by adding long-dated, fixed-rate debt, which may influence how investors view its funding flexibility and future capital deployment. Next, we’ll examine how issuing 5.50% long-term senior unsecured notes could affect AMG’s...

Freeport McMoRan (FCX) is back in the spotlight after a tragic safety incident at its Grasberg Block Cave mine led to fatalities, a sharp share price drop, and a wave of investor lawsuits. See our latest analysis for Freeport-McMoRan. Even with the selloff around the Grasberg tragedy and a flurry of class action filings, Freeport McMoRan’s share price has still delivered a strong year to date return of 26.5 percent. Its 5 year total shareholder return above 100 percent shows the longer term...

Dominion Energy has continued expanding its low-carbon generation mix to support a long-term carbon neutrality goal, while signing a recent Memorandum of Understanding with Amazon to explore Small Modular Reactor nuclear development in Virginia amid rising power demand from data centers and other large customers. This combination of cleaner generation ambitions and collaboration with a major technology player highlights how Dominion is positioning its grid for data-intensive growth and...

Simpson Manufacturing recently reported third-quarter 2025 results that beat analyst expectations on both earnings per share and revenue, while Director Philip E. Donaldson sold 2,375 shares of common stock on December 12, 2025. The combination of stronger-than-expected operating performance and insider selling offers investors fresh information on both business momentum and executive behavior. Next, we’ll examine how Simpson Manufacturing’s third-quarter earnings beat could influence its...

Wondering if Occidental Petroleum is starting to look like a bargain, or if the market is still pricing in too much risk? Let us break down what the numbers are really saying about the stock. Despite a strong 138.6% gain over the last 5 years, the share price has slipped lately, down 3.6% over the past week, 6.6% over the last month, and 20.2% year to date, leaving it about 10.5% lower than a year ago. These moves are unfolding against a backdrop of shifting energy demand expectations,...

Guidewire Software (GWRE) just checked two important boxes for investors by landing Heritage Insurance as a full InsuranceSuite cloud customer across 13 states and rolling out its Olos platform upgrade with new AI driven underwriting and pricing tools. See our latest analysis for Guidewire Software. The latest client win and Olos rollout come after a choppy stretch, with a 90 day share price return of negative 19.33 percent, but the 3 year total shareholder return of 226.54 percent shows...