U.S. Industrials Stock News

Sezzle (SEZL) is stepping beyond point of sale lending with the launch of Sezzle Mobile, an unlimited phone plan starting at $29.99 per month inside its app, using embedded connectivity on AT&T’s network. See our latest analysis for Sezzle. Despite the Sezzle Mobile launch and other recent partnerships such as the David's Bridal collaboration, Sezzle’s share price return has been mixed, with a 20.99% 90 day gain but a 7.45% 30 day decline and a 15.01% one year total shareholder return off a...

Post Holdings has recently reported first-quarter 2026 results, completed a US$122.1 million buyback tranche, authorized a new US$500 million repurchase program, amended its articles of incorporation, and announced several leadership changes, including a new CEO for Post Consumer Brands and two additions to its Board. These moves collectively highlight Post’s focus on capital returns and governance, while placing fresh leadership at the center of its largest consumer and pet food...

If you are wondering whether Blackstone's current share price reflects its true worth, you are not alone. The stock has drawn attention from investors trying to work out if it still offers value after recent moves. The share price closed at US$131.39, with a 1.8% decline over the last 7 days, a 19.6% decline over the last 30 days, a 17.3% decline year to date and an 18.5% decline over the last year, while the 3 year and 5 year returns sit at 58.9% and 124.9% respectively. These mixed return...

In early February 2026, Iovance Biotherapeutics reported real-world retrospective data showing a best-in-class clinical profile and unprecedented response rates for its commercial T cell therapy Amtagvi (lifileucel) in patients with advanced, unresectable or metastatic melanoma. This real-world evidence suggests Amtagvi could play a more central role in the treatment landscape for previously treated advanced melanoma, potentially reinforcing physician confidence in TIL-based therapies. We’ll...

In early 2026, Manhattan Associates reported a record fourth quarter for 2025, highlighted by all-time high cloud bookings and a broad increase in its 2026 guidance. The company also introduced commercial AI agents that management believes can immediately boost upsell potential across its cloud customer base through greater automation and productivity. We’ll now examine how Manhattan Associates’ record cloud performance and AI agent launch could shape the company’s broader investment...

Okta has introduced new shadow AI agent discovery capabilities within its Identity Security Posture Management product, targeting unsanctioned AI tool usage inside organizations. The company also released research on North Korean threat actors using false identities to secure remote employment and abuse corporate access. Both developments highlight emerging risks around AI adoption and identity abuse that could affect how enterprises think about security controls. For investors tracking...

Zions Bancorporation National Association (ZION) recently priced US$500,000,000 of fixed to floating rate senior notes due 2029, a funding move intended to pay down short term borrowings and adjust its interest rate exposure. See our latest analysis for Zions Bancorporation National Association. At a latest share price of US$61.53, Zions has seen a 22.01% 90 day share price return alongside an 11.99% 1 year total shareholder return. This suggests momentum has been building as investors react...

If you are wondering whether eXp World Holdings at around US$7.50 is a bargain or a value trap, you are not alone, and this article is built to help you frame that question clearly. The share price is around US$7.50, with returns of 2.7% decline over 7 days, 21.4% decline over 30 days, 17.6% decline year to date, 32.3% decline over 1 year and 41.2% decline over 3 years. This raises fair questions about how the market currently views its prospects and risks. Recent news coverage has focused...

International General Insurance Holdings Ltd. recently reported that analysts expected a year-over-year earnings decline alongside higher revenues for the quarter ended December 2025, ahead of its earnings release on February 24. This combination of weaker earnings and stronger top-line performance has sharpened attention on how management will frame business conditions and future profitability during the earnings call. We’ll now examine how anticipation of lower earnings despite higher...

Booking.com, part of Booking Holdings (NasdaqGS:BKNG), has been named Official Travel Partner of the Route 66 Centennial. The partnership centers on the 2026 centennial celebrations of Route 66, a year-long series of road trip themed events across the historic highway. The agreement positions Booking.com as a key platform for travelers planning lodging and related services along the Route 66 corridor. For Booking Holdings, known for its global travel brands and online booking platforms,...

On 18 February 2026, F5 and Scality announced an expanded partnership that integrates F5’s Application Delivery and Security Platform with Scality’s highly scalable, S3-compatible object storage to support secure, high-performance AI, analytics, and data-intensive workloads across on-premises, cloud-native, and hybrid environments. This joint architecture could matter for enterprises because it aims to remove data bottlenecks and complexity as AI adoption and compliance requirements...

EyePoint, Inc. recently appointed Michael Campbell as Chief Commercial Officer, tasking him with leading commercial strategy and launch preparation for DURAVYU, the company’s Phase 3 wet age-related macular degeneration and diabetic macular edema candidate. Campbell’s long history of building ophthalmology franchises and launching eye-care products at companies such as Genentech, Novartis, Shire, and Opthea could materially shape how EyePoint brings DURAVYU to market. Now we’ll examine how...

A. O. Smith recently reported its fourth-quarter 2025 results, with earnings per share of US$0.90 coming in above analyst expectations while revenue fell short, and senior executive Darrell W. Schuh disclosed selling 356 shares and receiving 1,460 restricted stock units. This combination of stronger profitability and routine executive equity activity highlights how A. O. Smith is balancing near-term operational pressures with long-term incentive alignment for leadership. We will now examine...

Gentex Corporation recently launched the Ops-Core Voice Projection Unit (VPU), an add-on to its Special Operations Tactical Respirator that enhances mission-critical voice clarity with three adjustable volume levels and integration into existing communication systems for tactical operators. This move extends Gentex’s communication suite beyond its core automotive and dimmable glass products, highlighting how defense-oriented innovation can broaden its end-market exposure. Next, we’ll examine...

Fluor (FLR) capped FY 2025 with Q4 revenue of US$4.2 billion and a basic EPS loss of US$9.77, alongside a net loss excluding extra items of US$1.6 billion that keeps profitability in focus for investors. The company has seen quarterly revenue move between US$3.4 billion and US$4.3 billion over the past six reported periods, while basic EPS has swung from a profit of US$14.91 in Q2 2025 to losses such as US$4.30 in Q3 2025, setting a volatile earnings backdrop for today’s release. With...

In February 2026, MasterBrand, Inc. reported fourth-quarter 2025 sales of US$644.6 million, a net loss of US$42 million, and a sharp drop in full-year net income to US$26.7 million despite slightly higher annual sales of US$2.73 billion. The company also projected a mid-to-high single-digit year-over-year decline in first-quarter 2026 net sales and disclosed that it had effectively paused share repurchases after buying back 226,914 shares earlier under its existing program. We will now...

Insiders who bought US$666.6k worth of Sportsman's Warehouse Holdings, Inc.'s ( NASDAQ:SPWH ) stock at an average buy...

If you are wondering whether Bunge Global's share price still offers value after a strong run, this article walks through what the current valuation could mean for you as a shareholder or potential buyer. At a recent close of US$121.88, the stock carries reported returns of 3.0% over 7 days, 13.1% over 30 days, 31.6% year to date, 79.8% over 1 year, 38.4% over 3 years and 80.1% over 5 years. Recent news around Bunge Global has focused on its role in global agriculture and food supply chains,...

Green Brick Partners, Inc. (NYSE: GRBK) recently announced that several of its master-planned communities were ranked among the best developments in North Texas and nationally, underlining its presence in key Sunbelt housing markets. This recognition, coupled with the company being the largest holding in David Einhorn’s portfolio, highlights how brand strength and investor backing intersect for Green Brick. Now we’ll examine how this high-profile community recognition might influence Green...

Cinemark Holdings, Inc. has reported past fourth-quarter 2025 results, with revenue of US$776.3 million and net income of US$34.1 million, and its board has declared a US$0.09 per-share quarterly cash dividend payable on March 17, 2026. The combination of softer quarterly earnings and a maintained cash dividend highlights the company’s ongoing effort to balance profitability, shareholder income, and capital allocation discipline. We’ll now examine how the weaker quarterly earnings alongside...

Wondering if Fresh Del Monte Produce at around US$40.32 is offering good value for the risk you are taking, or if the recent optimism has already been priced in. The stock has returned 3.2% over the last 7 days, 9.2% over 30 days, 14.2% year to date, 38.3% over 1 year and 55.7% over 3 years, with a 5 year return of 69.9%. This naturally raises questions about what is baked into the current share price. Recent coverage around the company has focused on its position as a global fresh produce...

Kroger (NYSE:KR) has appointed Greg Foran as its new Chief Executive Officer and board member. Foran previously served as Walmart U.S. chief and CEO of Air New Zealand. The leadership change follows the collapsed merger attempt between Kroger and Albertsons. Kroger operates a large U.S. grocery network and digital grocery platforms at a time when consumer preferences are shifting toward convenience, value, and online ordering. The appointment of Greg Foran brings in a leader with experience...

If you are looking at Matador Resources and wondering whether the current share price really reflects its value, this article will walk through what the numbers actually say. The stock recently closed at US$47.39, with returns of 1.0% over the past week, 10.6% over 30 days, 9.3% year to date and a 15.6% decline over the last year. The recent rebound therefore sits against a mixed longer term picture. Recent company specific news has focused on Matador Resources' position in the US energy...

Cogent Biosciences (COGT) is back in focus after reporting fourth quarter and full year 2025 results alongside a new shelf registration, while also advancing regulatory filings for its lead drug candidate, bezuclastinib. See our latest analysis for Cogent Biosciences. The latest earnings, shelf registration and ongoing NDA filings come after a strong run for Cogent Biosciences, with a 1 year total shareholder return of about 4x and an 8.4% 3 month share price return. The recent 3.4% 1 month...