U.S. Industrials Stock News

In February 2026, activist investor Impactive Capital escalated pressure on WEX Inc. by launching a proxy contest, nominating four directors and criticizing the company’s operating margins, governance, and long-term performance versus peer Corpay. This challenge comes after WEX completed a US$1.88 billion share repurchase program and reported higher quarterly earnings per share despite largely flat full-year net income, sharpening the focus on how capital has been deployed. We’ll now examine...

Why Canaan’s latest numbers matter for shareholders Canaan (NasdaqGM:CAN) just released fourth quarter and full year 2025 results, fresh earnings guidance for the first quarter of 2026, and January Bitcoin production data, giving investors several new reference points to assess the stock. For the fourth quarter ended December 31, 2025, Canaan reported revenue of US$196.27 million, compared with US$88.77 million a year earlier. The company recorded a net loss of US$85.04 million for the...

Why Empire State Realty Trust Stock Is Back on Investors’ Radar Empire State Realty Trust (ESRT) just paired fresh leasing wins with tenants like TJ Maxx, JP Morgan Chase Bank, Burlington Stores, and Nespresso with updated earnings guidance and recent quarterly results that have caught investor attention. See our latest analysis for Empire State Realty Trust. Even with fresh leases, updated guidance and the recent SoHo acquisition, Empire State Realty Trust’s share price tells a mixed story,...

Why Eaton’s New Credit Facility Matters After Strong Earnings Buzz Eaton (ETN) is back on investors’ radar after strong fourth quarter earnings, a healthy backlog, and firm order trends, followed by upbeat commentary from Jim Cramer and several Wall Street research desks. That backdrop makes Eaton’s new US$8b senior unsecured delayed draw term loan facility, agreed on February 6, 2026 and maturing on December 31, 2026, especially relevant for investors watching how the company funds its next...

RLJ Lodging Trust (RLJ) has fully refinanced its debt maturities through 2028 by extending its revolver, reshaping term loans, and refinancing 2026 secured debt to push the next maturity out to 2029. See our latest analysis for RLJ Lodging Trust. At a share price of $8.29, RLJ Lodging Trust has seen an 8.2% 1 month share price return and a 13.7% 3 month share price return, yet its 1 year total shareholder return of 7.9% decline shows that recent momentum is still working to offset a weaker...

In recent weeks, MSCI has combined an earnings beat and raised outlook with significant insider buying by CEO Henry A. Fernandez, alongside an upcoming CFO presentation at the UBS Financial Services Conference held earlier this month. These actions, together with ongoing share repurchases and renewed positive coverage from major banks, highlight strong internal and external confidence in the resilience of MSCI’s index, ESG, and analytics franchise. Against this backdrop of substantial...

Constellation Energy recently completed its US$26.60 billion acquisition of Calpine and, through Calpine, announced a new 380 MW power agreement with data center operator CyrusOne in Texas, alongside appointing Alan Armstrong to its Board and key committees earlier this year. These moves deepen Constellation’s role as a key power supplier to hyperscale data centers while expanding its nuclear and gas fleet oversight through added board expertise. Next, we’ll examine how the CyrusOne data...

Why Fox stock is on investors’ radar today Fox (FOXA) has drawn attention after a recent move in its share price, with the stock showing a 0.1% gain over the past day but a 10.9% decline over the past week. See our latest analysis for Fox. At a share price of $56.43, Fox’s recent 7 day and 30 day share price returns of 10.95% and 21.61% declines highlight fading short term momentum, despite 3 year and 5 year total shareholder returns of 62.38% and 76.50%. If Fox’s recent pullback has you...

Recent analyst calls around Globus Medical (GMED) have sharpened the market’s focus on the stock, following positive preliminary fourth quarter revenue, commentary on margin expansion, and fresh coverage tied to Nevro, international growth, and enabling technologies. See our latest analysis for Globus Medical. The recent upgrade and new coverage come after a period where short term share price momentum has cooled, with a 30 day share price return showing a 4.78% decline. In contrast, the 3...

Charles River Laboratories International (NYSE:CRL) has appointed Glenn G. Coleman as Chief Financial Officer. The company has also named Kerry Dailey as Chief Legal Officer, expanding its senior leadership bench. These leadership changes are aimed at reinforcing financial oversight, legal governance, and corporate compliance. Charles River Laboratories operates as a key partner for pharmaceutical and biotech companies, supporting drug discovery, preclinical research, and related services...

If you are wondering whether Halliburton’s current share price reflects its real worth, this article walks through the numbers so you can judge the value story for yourself. With the stock last closing at US$33.71 and returns of 3.5% over 30 days, 13.9% year to date, 29.9% over 1 year, a 0.9% decline over 3 years, and 76.2% over 5 years, many investors are reassessing what they are willing to pay for the business. Recent coverage has focused on Halliburton’s role as a major oilfield services...

Why Southwest Airlines stock is drawing fresh attention Southwest Airlines (LUV) is back on many investors’ screens after a recent share price move, inviting a closer look at how its current valuation lines up with its fundamentals and recent returns. See our latest analysis for Southwest Airlines. The recent 6.16% 1 day share price return and 25.83% 30 day share price return have come on top of a 69.99% 90 day share price return. At the same time, the 1 year total shareholder return of...

The Brink’s Company has appointed Adrian Button as executive vice president and president of Brink’s North America, effective February 16, 2026, adding him to the executive leadership team reporting to CEO Mark Eubanks. With more than 30 years of global operational leadership at GE, NCR, and Carrier overseeing multibillion-dollar businesses and large-scale supply chains, Button’s background directly aligns with Brink’s focus on operational efficiency and service quality in North...

Marvell Technology (NasdaqGS:MRVL) is integrating its acquisitions of Celestial AI and XConn Technologies into its data center hardware portfolio. The company is combining photonic fabric technology from Celestial AI with switching silicon from XConn to support memory disaggregation and high bandwidth connectivity. Marvell is reallocating focus away from legacy storage components toward specialized chips for next generation data center infrastructure. For you as an investor, this shift sits...

Ultragenyx Pharmaceutical (NasdaqGS:RARE) faces multiple securities class action lawsuits tied to its setrusumab program. Complaints follow disclosures that the Phase III Orbit and Cosmic studies did not meet their primary endpoints. Plaintiffs allege management made misleading statements about setrusumab efficacy and risks, citing sharp investor losses after the trial updates. For investors watching RARE, the legal challenges come after a tough share price stretch, with the stock at $20.18...

EQT Corporation recently reported fourth-quarter and full-year 2025 results, with revenue of US$2,388.07 million and net income of US$677.1 million for the quarter, alongside new 2026 sales guidance pointing to total annual volumes of 2,275 Bcfe to 2,375 Bcfe and liquids volumes of 19,850 Mbbl to 21,050 Mbbl. The company paired these results with plans for substantial infrastructure investment and confirmed its US$0.165 per-share quarterly dividend, highlighting a focus on expanding capacity...

Wendy's is rolling out its Project Fresh plan, which includes closing 5% to 6% of U.S. restaurants. The company is introducing new value and menu items while focusing on operational improvements. Wendy's is also targeting international expansion as part of a broader shift in its business approach. For investors watching NasdaqGS:WEN, Project Fresh comes after a difficult stretch for the share price. The stock closed at $7.0, with a 1-year return of a 50.5% decline, a 3-year return of a...

Ionis Pharmaceuticals (IONS) has drawn fresh attention after recent trading left the stock near US$81, with a one day gain of about 1% alongside mixed short term moves over the past week and month. See our latest analysis for Ionis Pharmaceuticals. Although the 1 day share price return of 0.94% and recent 7 day weakness suggest some hesitation, Ionis Pharmaceuticals still carries positive momentum, with a 30 day share price return of 6.59% and a 1 year total shareholder return of 154.65%...

If you are wondering whether Texas Capital Bancshares at around US$104 is offering good value or asking too much, you are in the right place. The stock closed at US$104.37 recently, with returns of 1.3% over the last week, 6.5% over the last month, 13.8% year to date, 27.0% over one year and 60.3% over three years, as well as 30.9% over five years. These moves may have shifted how the market views its potential and risks. Recent coverage around Texas Capital Bancshares has focused on its...

If you are wondering whether AutoZone's share price still reflects good value after a long run in the market, you are not alone. This article will walk through what the current valuation might be telling you. AutoZone's shares last closed at US$3,742.00, with returns of 2.1% over 7 days, 6.2% over 30 days, 13.3% year to date, 10.6% over 1 year, 45.4% over 3 years and 215.7% over 5 years. Recent coverage has focused on AutoZone's position in the US auto parts retail space, including...

Cipher Mining (NasdaqGS:CIFR) is expanding beyond cryptocurrency mining into artificial intelligence and high performance computing infrastructure. The company has entered into multi year partnerships with Amazon Web Services and Fluidstack to support this new focus. Cipher Mining has added real estate investment executive Thomas Duda to its Board to support data center development. Cipher Mining is repositioning itself from a pure play Bitcoin miner to a broader infrastructure provider...

As February begins, major U.S. stock indexes have shown strong performance, with the Dow Jones Industrial Average climbing 515 points and the S&P 500 nearing a record high. Amid this positive momentum, investors may find opportunities in stocks that appear to be trading below their estimated fair value, potentially offering attractive entry points in a market characterized by robust gains and evolving economic conditions.

As February 2026 kicks off, major stock indexes in the United States have shown impressive gains, with the Dow Jones Industrial Average climbing by 515 points and the S&P 500 nearing a record high. In such a buoyant market atmosphere, investors often look beyond established giants to explore opportunities in lesser-known areas like penny stocks. Although 'penny stock' is an older term, it still denotes smaller or newer companies that can offer significant potential when backed by strong...

Otter Tail (OTTR) has just posted its FY 2025 numbers, with fourth quarter revenue of US$308.1 million and basic EPS of US$1.24, alongside trailing twelve month revenue of about US$1.3 billion and EPS of US$6.59 setting the backdrop. Over recent periods, revenue has ranged from US$303.1 million in Q4 2024 to US$337.4 million in Q1 2025, while quarterly EPS has moved between US$1.31 and US$2.04, giving investors a clear read on how margins are holding up against this revenue base. With a...