U.S. Industrials Stock News

NasdaqGS:INTU
NasdaqGS:INTUSoftware

Is Intuit (INTU) Using the Wix Deal to Quietly Redefine Its Small‑Business Platform Strategy?

Earlier this month, Wix.com Ltd. and Intuit Inc. expanded their partnership, allowing millions of Wix users to integrate Intuit’s QuickBooks Online AI-powered financial tools directly with Wix’s website and ecommerce platform. This collaboration deepens Intuit’s ecosystem reach by embedding its financial management and AI capabilities inside Wix’s online business workflows, potentially increasing the appeal and stickiness of Intuit’s small-business offerings. Next, we’ll examine how...
NYSE:DHR
NYSE:DHRLife Sciences

Is Danaher (DHR) Attractive After Recent Share Price Weakness?

If you are wondering whether Danaher at around US$206 per share still offers good value, you are not alone. The answer depends on how you look at its underlying business and valuation. The stock has recently been under pressure, with a 6.1% decline over the last week, a 12.6% decline over the last month and a 10.4% decline year to date, although the 1 year return sits at 1.5%. These moves sit against a backdrop of ongoing interest in large, diversified life sciences and diagnostics...
NYSE:ACM
NYSE:ACMConstruction

Does AECOM’s (ACM) TomTom Deal Quietly Redefine Its Consulting-Led, Digital-First Strategy?

In recent days, AECOM reported first-quarter 2026 results showing lower sales and net income year over year, completed a multi-year US$3.14 billion share repurchase program, secured new design work on Sydney Metro West in joint venture with WSP, and entered a new global mobility and infrastructure planning partnership announced by TomTom. These developments highlight AECOM’s focus on higher-value consulting and digital capabilities, while continued buybacks and raised 2026 earnings guidance...
NYSE:S
NYSE:SSoftware

Is There Now An Opportunity In SentinelOne (S) After A 45% One Year Share Price Fall

If you are wondering whether SentinelOne's current share price reflects its true worth, this article will walk through what the numbers are really saying about the stock. After its last close at US$13.40, SentinelOne's returns sit at a 2.4% decline over 7 days, a 3.6% decline over 30 days, an 8.5% decline year to date, and a 45.0% decline over the past year, with a 12.5% decline over 3 years. Recent coverage of SentinelOne has focused on its position in cybersecurity and how investor...
NYSE:PHIN
NYSE:PHINAuto Components

What PHINIA (PHIN)'s Strong 2025 Results and 2026 Outlook Means For Shareholders

In February 2026, PHINIA Inc. reported that fourth-quarter 2025 sales rose to US$889 million with net income of US$45 million, while full-year 2025 sales reached US$3.48 billion and net income climbed to US$130 million, alongside higher diluted earnings per share from continuing operations for both periods versus the prior year. The company also issued 2026 guidance calling for net sales of US$3.52 billion to US$3.72 billion and higher projected net earnings, reinforcing investor attention...
NasdaqGS:ROAD
NasdaqGS:ROADConstruction

The Bull Case For Construction Partners (ROAD) Could Change Following Raised 2026 Guidance And Buybacks - Learn Why

Construction Partners, Inc. recently reported first-quarter 2026 results showing sales of US$809.47 million and net income of US$17.21 million, and it raised full-year fiscal 2026 revenue and net income guidance while also completing a US$22.94 million share repurchase program announced in April 2024. Alongside these financial updates, the company’s participation at the Barclays 43rd Annual Industrial Select Conference in Miami in February 2026 gave management an additional platform to...
NYSE:AB
NYSE:ABCapital Markets

AllianceBernstein Initiatives In Research And Tech Set Against Valuation Concerns

AllianceBernstein Holding (NYSE:AB) has entered a new joint venture with Societe Generale to build out global research capabilities. The firm is expanding further into private alternatives with capital support from EQH. AllianceBernstein has also signed a multi year partnership with SimCorp to upgrade its investment technology and data infrastructure. For investors watching NYSE:AB, these moves sit alongside a recent share price of $41.43 and multi year total returns of 21.9% over 1 year,...
NasdaqCM:ATOM
NasdaqCM:ATOMSemiconductor

A Look At Atomera (ATOM) Valuation After GAA MST Breakthroughs And New OEM Partnership

Atomera (ATOM) is back on investors’ radar after reporting fourth quarter and full year 2025 results that highlight very small current sales, continued losses, and ongoing investment in its Mears Silicon Technology platform. See our latest analysis for Atomera. The latest earnings release and technical updates landed alongside a sharp shift in sentiment, with a 46.17% 1 day share price return and a 142.80% year to date share price return contrasting with a 5 year total shareholder return...
NYSE:STT
NYSE:STTCapital Markets

What State Street (STT)'s New Prime Money Market ETF and Mariner Deal Mean For Shareholders

In February 2026, State Street Corporation announced that Mariner will adopt Charles River’s Wealth Management Solution to support its goal of scaling from more than 2,080 advisors toward 5,000 while centralizing portfolio management, trading, data integration, and advisor workflows. State Street Investment Management also launched the actively managed State Street Prime Money Market ETF (ticker: MMK), a low-cost prime cash vehicle drawing on its cash team’s US$599.55 billion in assets...
NasdaqGS:PPC
NasdaqGS:PPCFood

Assessing Pilgrim's Pride (PPC) Valuation After Earnings Miss And 2026 Expansion Plan

Pilgrim's Pride (PPC) is back in focus after reporting fourth quarter 2025 earnings, with higher sales and softer margins, plus a sizable 2026 capex plan aimed at prepared foods capacity and operational efficiencies. See our latest analysis for Pilgrim's Pride. The latest earnings release and 2026 capex plan come after a period of firm momentum in the shares, with a 30 day share price return of 5.10% and a 90 day share price return of 15.61%. This is the case even though the 1 year total...
NasdaqCM:MARA
NasdaqCM:MARASoftware

MARA Holdings Faces Rising Short Interest As Earnings Estimates Improve

Short interest in MARA Holdings (NasdaqCM:MARA) has recently moved sharply higher, now sitting well above levels seen in many peers. Analysts have turned more cautious on the stock, citing sector risks and increased insider selling activity. The shift in positioning comes even as some earnings estimates for MARA Holdings have been revised upward. MARA Holdings, listed on NasdaqCM under the ticker MARA, has attracted fresh attention as investor positioning has turned more bearish. The...
NYSE:TFC
NYSE:TFCBanks

Is Truist’s Mastercard-Powered Open Banking Move Reframing Its Digital Efficiency Story for Investors (TFC)?

In February 2026, Truist Financial Corporation announced its first open banking integration, using Mastercard’s open finance technology to give consumer and small business clients secure, API-based connections to fintech apps with tokenized data access and centralized control. This move highlights how Truist is using partnership-driven technology to enhance client data security and customization while expanding its role in the open finance ecosystem. We’ll now examine how Truist’s...
NYSE:DCH
NYSE:DCHAuto Components

Assessing Whether Dauch (DCH) Is Undervalued After Recent Share Price Volatility

Stock performance snapshot and recent context Dauch (DCH) has drawn attention after a period of mixed share performance, with a small 1 day gain of 0.41% contrasting with a roughly 14% decline over the past week. Over the past month the stock shows a decline of about 5%, while the past 3 months are positive at roughly 17%. Year to date, Dauch is up about 12%, with a 1 year total return of around 26%. See our latest analysis for Dauch. The latest 7 day share price return of around 14% decline...
NYSE:TROX
NYSE:TROXChemicals

Is It Time To Rethink Tronox Holdings (TROX) After Its Recent Share Price Surge

If you are wondering whether Tronox Holdings at around US$7.60 is a bargain or a value trap, looking closely at how the market is pricing the business is a good place to start. The share price has been volatile recently, with a 32.9% return over the last 30 days, a 78.0% return year to date, but only a 1.7% return over the past year and longer term declines of 41.8% over three years and 54.2% over five years. These swings have put Tronox back on the radar for investors comparing short term...
NYSE:BORR
NYSE:BORREnergy Services

Is Analyst Repricing And Q4 Guidance Shifting The Investment Case For Borr Drilling (BORR)?

Citigroup analyst Scott Gruber recently reiterated a Neutral rating on Borr Drilling and raised its price target, while the company released its Q4 2025 earnings today after previously signaling an expected earnings per share loss of $0.03. These developments highlight how analysts are closely tracking Borr Drilling’s contracting progress and financial outlook as they reassess expectations for its offshore drilling operations across multiple regions. We’ll now examine how the upcoming...
NYSE:BSX
NYSE:BSXMedical Equipment

Boston Scientific Tests Combined Cardiac Devices In OPTION EMEA Trial

Boston Scientific (NYSE:BSX) has started the OPTION-EMEA clinical trial in real world hospital settings across Europe. The study evaluates the combined use of two cardiac devices for patients with atrial fibrillation and stroke prevention. The trial is designed to assess safety and potential benefits of this combined therapy approach in routine clinical practice. For investors watching NYSE:BSX, this new trial comes as the shares trade at $76.29. The stock is up 65.0% over the past 3 years...
NasdaqGS:ALGT
NasdaqGS:ALGTAirlines

Allegiant’s Destination Dollywood Flight Highlights Experiential Travel And Ancillary Upside

Allegiant Travel Company (NasdaqGS:ALGT) has launched a themed "Destination Dollywood" flight experience in partnership with Dollywood Parks & Resorts. The offering combines tailored in flight entertainment with bundled travel and resort packages tied to the Dollywood brand. The collaboration focuses on leisure travelers seeking packaged experiences that connect air travel with on the ground attractions. For Allegiant Travel, which focuses on leisure oriented, low cost flying, this type of...
NasdaqGS:EEFT
NasdaqGS:EEFTDiversified Financial

Euronet Worldwide (EEFT) Is Down 5.4% After Major Buyback Boosts EPS More Than Net Income

Euronet Worldwide recently reported past fourth-quarter 2025 results, with sales rising to US$1,108.7 million and net income to US$51.5 million, and confirmed it has completed a multi-year share repurchase program totaling 15,673,988 shares for US$1.48 billions. Despite only modest full-year net income growth to US$309.5 million, the company’s diluted EPS increased to US$6.84, helped by substantial share buybacks that reduced the share count by over one-third. Next, we will examine how...
NasdaqCM:DJCO
NasdaqCM:DJCOSoftware

Daily Journal (DJCO) Quarterly Loss Challenges Bullish Earnings Growth Narrative

Daily Journal's Q1 2026 Results In Focus Daily Journal (DJCO) opened fiscal 2026 with Q1 revenue of US$19.5 million and a basic EPS loss of US$5.79, against trailing 12 month EPS of US$67.70 on revenue of US$89.5 million, which has been influenced by a one off gain of US$109.2 million over the past year. The company has seen quarterly revenue move from US$17.7 million in Q1 2025 to US$19.5 million in Q1 2026, while trailing 12 month EPS has shifted from US$55.48 to US$67.70 and net income...
NYSE:GENI
NYSE:GENIHospitality

Assessing Genius Sports (GENI) Valuation After Recent Share Price Weakness

Why Genius Sports is drawing attention now Genius Sports (GENI) is back on many watchlists after a stretch of weak share performance, with the stock showing negative returns over the past month, past 3 months, year to date and the past year. See our latest analysis for Genius Sports. The recent drop, including a 41.46% 30 day share price return and 46.29% year to date share price return at a latest share price of $5.79, contrasts with a 15.11% three year total shareholder return. This...
NasdaqGS:AVO
NasdaqGS:AVOFood

Assessing Mission Produce (AVO) Valuation After Recent Share Price Momentum

Why Mission Produce is on investors’ radar Mission Produce (AVO) has drawn fresh attention after a period of strong share performance in the past 3 months, prompting investors to reassess how its avocado focused model fits into their portfolios. See our latest analysis for Mission Produce. That recent 30 day share price return of 16.0% and 90 day share price return of 26.36% come on top of a 19.45% one year total shareholder return. This suggests momentum has picked up after a tougher five...
NasdaqGM:LNTH
NasdaqGM:LNTHMedical Equipment

Is Lantheus (LNTH) Pylarify Forecast Scrutiny Quietly Reframing Its Management Credibility Story?

Kahn Swick & Foti, LLC has launched an investigation into Lantheus Holdings over potential governance and disclosure issues following weaker Pylarify-related revenue and reduced guidance, alongside an ongoing securities class action targeting the company and certain executives. The focus on alleged unreliable forecasting and underestimation of pricing and reimbursement risks around Lantheus’s key prostate cancer imaging agent raises material questions about management oversight and business...
NYSE:BLSH
NYSE:BLSHCapital Markets

Will Ark Invest’s BitLicense-Era Buying Spree Change Bullish's (BLSH) Institutional Crypto Narrative?

In recent weeks, Ark Invest has steadily accumulated shares of cryptocurrency exchange Bullish, purchasing about US$58.75 million across ten consecutive trading days. This persistent buying coincides with Bullish securing a New York BitLicense and highlighting more than US$1.50 trillion in cumulative trading volume, underscoring its focus on large professional clients. Next, we’ll examine how Ark Invest’s repeated Bullish purchases shape the company’s investment narrative and perceived...
NYSE:HPE
NYSE:HPETech

Assessing Hewlett Packard Enterprise’s Valuation After Riyadh Air Metropolitano Stadium Networking Win

Hewlett Packard Enterprise (HPE) has secured a high profile networking role at Riyadh Air Metropolitano Stadium, supplying Wi Fi 7 access points, AI based optimization, analytics, and energy saving tools across the venue. See our latest analysis for Hewlett Packard Enterprise. Despite winning high profile networking work at Riyadh Air Metropolitano Stadium, Hewlett Packard Enterprise’s shares recently pulled back, with a 1 day share price return of a 3.17% decline and a 7 day share price...