U.S. Industrials Stock News

B. Riley Financial (RILY) has swung back to positive quarterly earnings in Q2 2025, posting revenue of about $199 million and EPS of roughly $2.23, even as trailing 12 month figures still reflect sizable losses. The company has seen revenue move from about $38 million in Q2 2024 to nearly $199 million in Q2 2025, while quarterly EPS has shifted from roughly negative $14.86 to positive $2.23. This sets up a sharp contrast between the latest quarter and its loss making recent history and puts...

ADT (ADT) shares have been drifting lately, and that sideways action is starting to look interesting when you line it up with the company’s improving fundamentals and still modest valuation profile. See our latest analysis for ADT. At around $8.14 per share, ADT’s solid year to date share price return contrasts with its softer three year total shareholder return. This suggests sentiment has improved recently as investors reassess its growth and risk profile. If ADT’s steady reset has your...

If you are wondering whether Costco Wholesale is still worth buying at these levels, or if the best days are already priced in, you are not the only one asking that question right now. After an impressive multi year run where the stock is up 95.8% over 3 years and 151.2% over 5 years, more recent returns have cooled, with the share price down 3.2% over 7 days, 6.8% over 30 days, 5.4% year to date and 11.9% over the last year. Those moves come as investors digest a steady stream of headlines...

Sociedad Química y Minera de Chile (NYSE:SQM) is back in focus as strong lithium demand, fueled by electric vehicle growth, collides with the company’s expanding production capacity and improving Specialty Plant Nutrition trends, reshaping the stock’s risk reward profile. See our latest analysis for Sociedad Química y Minera de Chile. After a rocky stretch that left its three year total shareholder return still in negative territory, Sociedad Química y Minera de Chile’s 30 day share price...

Earlier in December, the U.S. Navy announced ShipOS, a partnership authorizing up to US$448 million to deploy Palantir’s Foundry and AI Platform across the Maritime Industrial Base, aiming to unify data, streamline shipbuilding workflows, and cut bottlenecks from major yards to more than 100 suppliers. The scale and mission‑critical nature of ShipOS positions Palantir’s software not just as an analytics tool, but as core operating infrastructure for U.S. naval production. We’ll now examine...

Wondering if CareTrust REIT is still a smart buy after its big run up, or if the easy money has already been made? In this article, we break down whether the current share price really matches the underlying value. The stock has cooled slightly in the last week, down 3.1%, but it is still up 1.2% over the past month, 37.0% year to date, and 32.9% over the last year, with gains of 119.2% over three years and 104.1% over five years. Those moves have come as investors focus on CareTrust's...

If you have ever wondered whether Yelp is quietly turning into a value play while everyone chases flashier tech names, this is the moment to take a closer look. The stock has bounced 2.4% over the last week and 8.2% over the last month, even though it is still down 21.6% year to date and 22.8% over the past year. This hints that sentiment and risk perceptions may be starting to pivot. Recent headlines have focused on Yelp's ongoing push into higher value advertising tools and enhanced...

Compass (COMP) slid about 4% after investors digested reports that Google is testing home listing results directly in search, which could pose a potential long term headwind for traffic, agent engagement, and platform economics. See our latest analysis for Compass. Even with today’s pullback on the Google news, Compass’s 30 day share price return of roughly 10% and powerful year to date share price return near 80% suggest positive momentum. A standout three year total shareholder return above...

Commvault Systems (CVLT) just expanded its security toolkit through a new integration with Delinea, tying Commvault Cloud directly into Delinea’s Secret Server to tighten credential controls and support stricter compliance for enterprise customers. See our latest analysis for Commvault Systems. Despite solid execution in cyber resilience and AI enabled recovery, Commvault’s 1 year total shareholder return of minus 27.33 percent and steep 90 day share price return of minus 36.15 percent show...

Eve Holding previously entered into a US$1.00 billion agreement with Beta Technologies to purchase electric motors that will power its future aircraft and support progress toward initial test flights targeted around late 2025 or early 2026. The collaboration highlights how Eve is locking in a core propulsion technology early, aiming to reduce technical risk as it moves from concept to operational aircraft. We’ll now examine how this long-term US$1.00 billion motor supply deal shapes Eve...

FMC (FMC) has had a rough stretch lately, with the stock sliding over the past year even as revenue has inched higher. That disconnect is what makes the current setup interesting. See our latest analysis for FMC. Recent trading has been choppy, with the latest 1 day share price return of negative 5.68 percent adding to a steep 90 day share price return of negative 64.57 percent, and multi year total shareholder returns pointing to momentum that is still fading rather than turning. If FMC’s...

Recently, Butterfly Network announced a co-development and licensing agreement with Midjourney for its semiconductor-based ultrasound technology and launched Compass AI, an enterprise software platform aimed at improving point-of-care ultrasound documentation and workflow. Alongside these moves, director Larry Robbins increased his direct ownership by purchasing 21,370 Class A shares, signaling internal confidence in the company’s AI-enabled ultrasound roadmap. Next, we’ll examine how the...

Early trading context and recent performance Caris Life Sciences (CAI) has been drifting after a choppy stretch, with the stock down about 6% over the past week but still up roughly 12% over the past month. See our latest analysis for Caris Life Sciences. Zooming out, Caris Life Sciences’ share price return is still slightly negative year to date despite that recent 30 day rebound. This suggests momentum is stabilizing rather than clearly accelerating as investors reassess both growth...

Yext (YEXT) has quietly outperformed many software peers this year, and that kind of steady climb usually means investors see something durable in the story, not just a passing sentiment shift. See our latest analysis for Yext. At a share price of $8.51, Yext’s steady year to date share price return of just over 30 percent and 1 year total shareholder return above 31 percent suggest momentum is still building as investors reassess its growth and profitability profile. If Yext’s climb has you...

Toll Brothers (TOL) has quietly outpaced the broader homebuilder group this month, with the stock up roughly 6% while the past 3 months have been more sideways for investors. See our latest analysis for Toll Brothers. That move fits into a steadier backdrop, with an 11.33% year to date share price return and a powerful 3 year total shareholder return of 185.17% suggesting underlying confidence rather than speculative froth. If Toll Brothers has you rethinking the housing cycle, it could be a...

In the past quarter, American Express Global Business Travel reported revenue growth of 12.9% year over year, significantly beating analyst expectations on both revenue and EBITDA, and standing out among finance and HR software peers. At the same time, institutional ownership deepened as Ares Management increased its Global Business Travel Group stake to about 13.9 million shares, making it one of Ares’ larger positions. Now we’ll explore how this strong revenue beat and rising institutional...

Norwegian Cruise Line Holdings has appointed travel industry veteran Marc Kazlauskas as President of Norwegian Cruise Line, effective January 19, 2026, bringing more than 30 years of senior leadership experience across major travel brands and complex global operations. His background in driving commercial performance, customer-experience upgrades, and modernization at companies with multibillion-dollar sales could be highly relevant as Norwegian invests in new ships, private destinations,...

Morgan Stanley and Raymond James just turned more positive on Doximity (DOCS), arguing that the recent pullback, stronger free cash flow, and deeper AI driven clinician tools could make today’s valuation more interesting for patient investors. See our latest analysis for Doximity. Even after these upgrades, Doximity’s latest share price of $43.8 reflects a 90 day share price return of minus 39.7 percent. However, its three year total shareholder return of 25.3 percent shows that longer term...

American Airlines Group (AAL) is back in the spotlight as investors weigh its talks with Amazon’s Leo satellite unit for faster in flight WiFi, especially with Elon Musk touting Starlink’s deal with United. See our latest analysis for American Airlines Group. The latest WiFi talks come as American’s 30 day share price return of 25.31 percent and 90 day share price return of 28.12 percent suggest momentum is rebuilding, even though the 1 year total shareholder return is still slightly...

Wondering if CyberArk Software is still worth buying after such a massive run, or if the smart move now is to wait for a better entry point? You are not alone, plenty of investors are trying to figure out whether the current price reflects its true value. The stock has cooled off a bit in the short term, down around 3.8% over the last week and 7.4% over the past month, but it is still up 34.5% year to date and roughly 42.1% over the last year. Zoom out further and the 3 year gain of about...

In the past week, MakeMyTrip reported stronger international air ticketing and hotel revenue trends, with trading activity rising above typical volume levels. Investor attention is increasingly centering on how resilient travel demand and recovering cross-border tourism could support MakeMyTrip’s upcoming quarterly earnings despite seasonal disruptions. Next, we’ll examine how this momentum in international air ticketing and hotel revenues might influence MakeMyTrip’s existing long-term...

Asbury Automotive Group recently announced that long-time Chief Executive Officer and President David W. Hult will move to Executive Chairman after the 2026 Annual Meeting, with current Chief Operating Officer Daniel E. Clara set to assume the roles of CEO and President. This planned handover elevates a 23-year company veteran whose operational leadership has been central to integrating major acquisitions and driving same-store performance. We’ll now consider how elevating long-time operator...

Axogen (AXGN) just cleared a major regulatory hurdle, with the FDA approving its Biologics License Application for the AVANCE acellular nerve allograft, expanding indications and sharpening investor focus on the company’s potential growth opportunities. See our latest analysis for Axogen. That backdrop helps explain why, even after a modest 1 day share price pullback, Axogen’s 30 day share price return of 24.63 percent and 1 year total shareholder return of 99.12 percent signal strong,...

Global Payments (GPN) has been grinding through a challenging year, with the stock down roughly 27% in 2024 even as revenue and net income continue to inch higher. Investors are asking whether this gap signals opportunity. See our latest analysis for Global Payments. Despite the tough year to date, the recent 7 day and 30 day share price returns of 4.8% and 10.2% suggest sentiment is stabilising, even as the 1 year total shareholder return remains firmly negative. If this shift in momentum...