U.S. Industrials Stock News

Hillenbrand (HI) has quietly ground higher this past quarter, leaving some investors wondering what is driving the move and whether the current price still reflects a reasonable entry point. See our latest analysis for Hillenbrand. At around $31.70, the recent 90 day share price return of roughly 25 percent suggests sentiment has turned more constructive, even though the longer term total shareholder returns have been negative. If Hillenbrand has you rethinking where the next leg of...

Earlier this month, Colgate-Palmolive’s board declared a quarterly cash dividend of US$0.52 per share, payable on February 13, 2026, to shareholders of record as of January 21, 2026. Around the same time, an Argus downgrade on profitability concerns contrasted with Colgate’s reaffirmed 2030 Strategy and stepped-up investments in AI, predictive analytics, and automation to support efficiency and brand strength. We’ll now examine how rising raw material costs and tariff headwinds highlighted...

Alliant Energy (LNT) has quietly delivered a solid year, with the stock up roughly 16% over the past year and about 12% year to date, outpacing many defensive utilities. See our latest analysis for Alliant Energy. That rise has been driven more by a steady reset in expectations than any single headline, with a roughly 12 percent year to date share price return reinforcing a three year total shareholder return above 30 percent. This suggests momentum is quietly building as investors reassess...

NASB Financial’s latest FY 2025 fourth quarter update put fresh numbers on the table, with revenue at about $23.2 million and EPS of $1.12, setting the tone for how investors will read the year in review. The company has seen quarterly revenue move from $20.8 million and EPS of $0.84 in Q4 2024 to $23.2 million and $1.12 in Q4 2025, while trailing twelve month revenue has hovered in the mid to high $80 million range and EPS around the mid to high $3.00s. This leaves investors to focus on how...

If you are wondering whether Constellation Brands is finally cheap enough to consider or still a value trap in disguise, this breakdown will help you assess whether the current price matches the business behind the ticker. The stock has fallen 37.2% over the past year and is down 36.7% over three years, even after a recent 6.7% bounce in the last 30 days that has some investors asking if the selling has gone too far. Recent headlines have focused on shifting consumer demand in the premium...

If you are wondering whether RadNet is still good value after its big multi year run up, you are not alone. This article will walk through what the current price really implies. After rising roughly 268% over 3 years and 286% over 5 years, the stock has cooled off recently with a 7.7% drop in the last week, 7.6% over the last month, and only a modest 1.5% gain year to date. That pullback comes as investors digest a mix of headlines around AI powered imaging, outpatient care demand, and...

ABM Industries (ABM) has just posted its FY 2025 third quarter results with revenue of about $2.2 billion and EPS of $0.67, setting the tone for a year where margins and one off items are firmly in focus for investors. Over the past few quarters, the company has seen revenue move from $2.02 billion in Q2 FY 2024 to $2.11 billion in Q2 FY 2025 and then to $2.22 billion in Q3 FY 2025, while quarterly EPS has tracked in a tight band between roughly $0.67 and $0.70, pointing to stable...

Remitly Global (RELY) just refreshed its long term roadmap at Investor Day, projecting high teens revenue growth in 2026 and targeting up to 3 billion dollars in annual revenue by 2028. See our latest analysis for Remitly Global. The upbeat long term roadmap seems to be stabilising sentiment, with the share price at 14.48 dollars after a recent 1 month share price return of 14.9 percent. The year to date share price return is still down sharply, but the 3 year total shareholder return remains...

Bristow Group (NYSE:VTOL) just moved from traditional helicopter ops into next generation urban mobility, teaming up with Vertical Aerospace and Skyports to develop electric air taxi routes linking Canary Wharf with Heathrow, Gatwick and other key hubs. See our latest analysis for Bristow Group. The market has taken a breather despite this futuristic pivot, with a 30 day share price return of minus 6.5 percent and a year to date share price gain of 2.8 percent. However, the three year total...

Earlier in December 2025, Energy Vault Holdings, Inc. filed and then closed a US$144.98 million shelf registration for 33,251,333 common shares while also entering the Swiss market with FlexGrid, a new 2–25 MW B-VAULT battery storage configuration for commercial, industrial, and small-utility customers. This Swiss launch, backed by agreements with Schindler Group and Energie Wettingen AG within CKW’s advanced Flexpool network, expands Energy Vault’s European footprint and adds to a B-VAULT...

If you are wondering whether Coherent is still good value after its big run, you are not alone. This is exactly the kind of stock where the story and the numbers do not always line up neatly. The share price has been volatile lately, dropping 13.7% over the last week, but still up 22.6% over 30 days, 69.4% year to date, and 75.1% over the past year, with a 406.5% gain over three years. Those moves have been shaped by a steady stream of headlines around demand for photonics and laser...

Wondering if Moelis is still a smart buy at current levels, or if most of the upside is already priced in? Let’s walk through what the recent moves and fundamentals are really telling us about its value. The stock has been choppy in the short term, down 1.7% over the last week, but it is still up 14.5% over the past month and almost doubled over 3 and 5 years, with gains of 95.5% and 97.5% respectively. Those gains have been driven by Moelis positioning itself as a go to advisor on big...

Enphase Energy has recently expanded a safe harbor agreement with a leading solar financing company, a move expected to generate about US$55.0 million in revenue across late 2025 and early 2026 while supporting tax credit eligibility and deployments of its U.S.-manufactured IQ8 microinverters. By tying third-party ownership financing more tightly to domestically produced hardware, Enphase is positioning its ecosystem to benefit from U.S. clean energy incentives and policy-driven demand for...

Clearwater Analytics Holdings (CWAN) has quietly outperformed the broader market over the past month, with the stock up about 9% and roughly 12% over the past 3 months despite a weaker year to date. See our latest analysis for Clearwater Analytics Holdings. That recent strength sits against a tougher backdrop, with the year to date share price return still negative while the 3 year total shareholder return remains positive. This suggests momentum in Clearwater Analytics Holdings is only now...

In the past week, Fidelity National Financial drew attention as investors reacted to its 14% return on equity, slightly above the 13% industry average, despite multi-year earnings declines. Expectations that the company’s payout ratio could fall to 30% and potentially lift future ROE to 18% are shaping a more optimistic view of its earnings power. We’ll now examine how expectations for a higher future ROE may influence Fidelity National Financial’s broader investment narrative and risk...

Why Magnolia Oil & Gas Is Back on Investors Radar Mizuho just upgraded Magnolia Oil & Gas (MGY) after taking a fresh look at its low breakeven wells, conservative balance sheet, and steady cash returns, arguing the stock now trades at an appealing free cash flow discount. See our latest analysis for Magnolia Oil & Gas. That upgrade comes after a choppy stretch, with the share price down on a 3 month and year to date basis even as the 5 year total shareholder return of 221.47 percent indicates...

Omnicom Group (OMC) has been quietly grinding higher, with the stock up about 3 % in a day, 7 % over the week, and roughly 13 % in the past month. See our latest analysis for Omnicom Group. Despite that recent momentum, with a 30 day share price return of 13.24 %, Omnicom Group is still slightly negative on a year to date share price basis, while its five year total shareholder return of 59.18 % points to solid long term value creation. If Omnicom Group’s move has you rethinking where growth...

Commercial Metals (CMC) has quietly delivered a strong run lately, with the stock up about 19% over the past month and roughly 17% in the past 3 months, outpacing broader materials peers. See our latest analysis for Commercial Metals. Zooming out, Commercial Metals has posted a hefty year to date share price return of around 42 percent, and a five year total shareholder return north of 270 percent. This signals strong, sustained momentum as investors warm to its growth and earnings...

In recent days, multiple Wall Street firms, including UBS and Mizuho, reiterated positive ratings on Permian Resources and adjusted their research views, signaling confidence in the company’s outlook within the oil and gas sector. This cluster of upbeat analyst opinions, paired with an overall "Outperform" consensus, underscores how professional sentiment can influence investor perception and trading activity. Now, we'll explore how this wave of reaffirmed positive analyst sentiment...

Wondering if Fiserv is quietly turning into a value opportunity after a rough stretch, or if the market is still getting it wrong on price? Despite being down about 66.1% over the last year and 66.8% year to date, the stock has shown flickers of life recently, rising 2.6% in the last week and 9.0% over the past month to close around $68.33. Recent headlines have focused on Fiserv doubling down on its role in digital payments and banking infrastructure, including ongoing integrations of its...

Earlier in December 2025, Super Micro Computer expanded its NVIDIA Blackwell architecture portfolio with new liquid-cooled HGX B300 systems, offering higher GPU density, improved power efficiency, and turnkey rack-scale AI “factory” deployments for hyperscale, enterprise, and government data centers. At the same time, Supermicro’s work with partners such as Cornelis and EdgeMode highlights how liquid cooling, high-speed networking, and sustainable infrastructure are becoming central to...

Wondering if Tenet Healthcare's huge run up has already priced in the upside, or if there is still value left on the table for new investors? The stock has eased back about 2.5% over the last week, but is still up 2.1% over 30 days and 57.2% year to date, building on a 48.5% gain over 1 year and more than tripling over 3 and 5 years. Recent headlines have focused on Tenet's continued strategic focus on its ambulatory surgery and specialty care network, along with ongoing portfolio...

Wondering if Texas Roadhouse at around $165 a share is still a bargain or if the easy gains are gone? This piece will walk through what the current price is really baking in. The stock is roughly flat in the very short term, up 0.5% over the last week and down 0.9% over the past month. That sits against a tougher backdrop of an 8.5% drop year to date and a 9.9% slide over the last year, after a huge 81.4% and 124.5% run over the past 3 and 5 years respectively. Investors have been reacting...

NetApp (NTAP) shares have been drifting after a choppy few months, slipping over the past week but still modestly higher for the month. This sets up an interesting mismatch between recent volatility and longer term performance. See our latest analysis for NetApp. At around $110.95 per share, NetApp’s recent slide, including a weak 7 day share price return, looks more like a pause in what has been a solid multi year total shareholder return story. This suggests momentum is cooling rather than...