U.S. Industrials Stock News

Earlier this week, Grand Canyon Education announced a US$300 million increase to its stock repurchase authorization, lifting the total program to US$2.55 billion, while Grand Canyon University also received formal U.S. Department of Education recognition of its nonprofit status. This dual move both highlights management’s conviction in the company’s underlying value and could materially broaden the university’s access to funding, scholarships, and partnerships. Next, we’ll examine how the...

Madison Square Garden Entertainment (MSGE) just put a fresh spotlight on its venues by pairing Radio City Music Hall’s new Sphere Immersive Sound system with a one night New York Philharmonic debut. See our latest analysis for Madison Square Garden Entertainment. That backdrop of tech driven upgrades arrives as investors have already pushed MSGE’s share price to $52.71, with a strong year to date share price return and double digit 3 month gains suggesting positive momentum that broadly...

Kennametal (KMT) is turning heads after announcing a new integration with Hexagon's cloud based Tool Library, linking its digital tooling data directly into Hexagon's WORKNC CAM platform to streamline setup and improve machining accuracy. See our latest analysis for Kennametal. The integration news comes amid strong momentum, with Kennametal’s share price returning about 40 percent over the last 90 days and roughly 23 percent year to date, while the one year total shareholder return sits near...

DiDi Global has recently begun 24/7 fully unmanned robotaxi trials in Guangzhou, advanced fundraising for its self-driving unit at a targeted US$5.00 billion valuation, completed a US$286.00 million share repurchase program covering about 61.50 million shares, and moved close to finalizing a US$740.00 million settlement tied to its U.S. IPO lawsuit. Together, progress in autonomous driving, a sizeable buyback, and the pending resolution of a large legal overhang point to a company seeking to...

In its latest reported quarter, Wolverine World Wide generated US$470.3 million in revenue, up 6.9% year on year, with Merrell, Saucony and Sweaty Betty all beating expectations and delivering a record gross margin performance. The company also raised its full-year guidance more than any other footwear peer, highlighting stronger-than-expected momentum across its core brands and operations. Next, we’ll examine how this record gross margin quarter and upgraded guidance might influence...

McDonald's (MCD) just put a clearer stake in the ground for 2026 by tightening global franchising standards around pricing and value, while also leaning into subsidized 5 dollar meals to protect traffic in an inflation squeezed consumer landscape. See our latest analysis for McDonald's. Those tougher value standards and subsidized 5 dollar deals are landing against a backdrop of steady gains, with McDonald's 90 day share price return of 5.09 percent and a five year total shareholder return of...

Knife River (KNF) has been busy in Texas, locking in a $112 million highway paving contract and acquiring Texcrete Operations and TexAgg to deepen its vertically integrated footprint across the fast growing Texas Triangle. See our latest analysis for Knife River. Despite these Texas wins, Knife River's share price return has been weak year to date at minus 24.1 percent, and its 1 year total shareholder return of minus 28.4 percent suggests that while recent 1 month share price momentum of 9.6...

Lemonade recently expanded its auto insurance offering by integrating directly with Tesla vehicles in select states, allowing owners to link their cars within the Lemonade app. This connection to Tesla’s in-car data ecosystem highlights Lemonade’s push to deepen its AI-driven insurance model and appeal to tech-focused drivers. We’ll now explore how this Tesla integration could reshape Lemonade’s investment narrative, particularly its AI advantage and product expansion efforts. Trump's oil...

eXp World Holdings (EXPI) is back in focus after its core brokerage, eXp Realty, reshuffled its leadership bench. The company elevated tech and brokerage insiders while its prior chief technology officer exits for a new role. See our latest analysis for eXp World Holdings. The leadership shakeup lands at a time when the share price sits around $10.60 and recent short term share price returns have been soft. Meanwhile, the longer term total shareholder return remains deeply negative,...

If you are wondering whether U.S. Bancorp at around $53.71 is still worth buying after its recent run, you are not alone. This piece is going to unpack what the current price really implies about value. The stock has climbed about 4.5% over the last week and 14.0% in the past month, building on a 12.2% gain year to date and roughly 9.3% over the last year. This hints that the market is slowly warming back up to the name after a choppy few years. Recent headlines have focused on the health of...

Murphy USA recently appointed Michael G. Kulp, Founder and CEO of KBP Brands, to its board as an independent Class I director, assigning him to the Audit and Executive Compensation Committees with a term running through the 2026 annual meeting. Kulp’s experience scaling more than 1,200 fast-food restaurant locations through over 95 multi-unit acquisitions may give Murphy USA fresh operational and M&A insights that are highly relevant to a large, efficiency-focused fuel and convenience...

CRA International (CRAI) has quietly outperformed the broader market over the past month, gaining about 10%, even as its past year has been roughly flat. That combination of steady fundamentals and uneven sentiment may create an interesting point for investors to take a closer look. See our latest analysis for CRA International. With the share price now around $199.19 and a 30 day share price return of just over 10%, the near term momentum stands in contrast to a slightly negative 1 year...

Earlier in December 2025, Marqeta, Inc. announced that its Board had authorized a share repurchase program of up to US$100 million of its Class A common stock, with no set expiration date and execution aligned to its capital allocation priorities. This buyback initiative highlights management’s confidence in Marqeta’s underlying business and signals an intention to return excess capital while potentially reducing share count over time. We’ll now examine how Marqeta’s newly announced...

If you are wondering whether Solstice Advanced Materials is still flying under the radar or already priced for perfection, you are not alone. This stock has quietly moved onto many watchlists. In the last week the share price has climbed 4.5%, and over the past 30 days it is up a solid 12.0%, even though year to date it is only slightly ahead at 0.8%. Much of that recent momentum has followed upbeat commentary around demand for next generation battery materials and new supply agreements with...

Wondering if UiPath at around $16 a share is quietly setting up a bargain, or just another hype name in automation? Let's cut through the noise and focus on what the numbers are really saying about its value. The stock has been choppy lately, sliding about 16.2% over the last week, but still up roughly 15.2% over the past month and 25.0% year to date, which tells you sentiment is shifting fast. Over the last year it is still sitting on a 14.9% gain, and roughly 29.5% higher over three years,...

Willis Towers Watson (WTW) has been quietly grinding higher, with the stock up around 7% this year and roughly flat over the past 3 months, despite mixed profit and revenue growth trends. See our latest analysis for Willis Towers Watson. At around $330.77 per share, Willis Towers Watson’s steady year to date share price return of about 7% and robust five year total shareholder return near 70% suggest momentum is gradually building as investors grow more comfortable with its mixed growth...

In recent months, Nutanix completed a US$288.6 million share repurchase program covering 4,861,000 shares and announced new Nutanix Cloud Platform capabilities to support secure, compliant sovereign and distributed cloud deployments across major hyperscalers. The combination of capital returns via buybacks and expanded multi-cloud and AI-focused platform features underscores how Nutanix is trying to strengthen both shareholder value and its role in complex enterprise cloud...

If you are wondering whether SLB is quietly becoming a value opportunity while the market is distracted, this article will walk you through whether the current price really lines up with the business behind the ticker. After a choppy few years, SLB has inched up 1.7% over the last week and 5.3% over the last month, while still only 0.6% higher over the past year despite being up 98.8% over five years. Recent headlines have focused on SLB doubling down on digital and low carbon technologies,...

If you are wondering whether Bristol-Myers Squibb at around $54 is a bargain or a value trap, you are not alone. This article is going to unpack that calmly and clearly. After a tough stretch, the stock has bounced with a 5.1% gain over the last week and a strong 16.4% move over the last 30 days, even though it is still down year to date and only modestly up over 1 year. This hints at shifting sentiment rather than a completed turnaround. That recent strength has come as investors refocus on...

Adtalem Global Education (ATGE) has quietly pushed higher, with the stock up about 5% over the past week and modestly positive this month, even after a steep slide in the past 3 months. See our latest analysis for Adtalem Global Education. At a share price of $97.76, Adtalem’s recent bounce, including a strong 1 day share price return and a solid year to date share price gain, contrasts with its sharp 90 day share price pullback. At the same time, its multi year total shareholder return...

If you have been wondering whether Duolingo at around $185 a share is now a bargain or still a pricey growth story, you are not alone. The stock has had a rough patch recently, down about 10.6% over the last week and roughly 42.9% year to date, even though it is still up around 158.3% over the past three years. That slide comes after a period when investors had priced Duolingo as a high growth, category defining language learning platform and are now reassessing what they are willing to pay...

PJT Partners (PJT) has quietly outperformed over the past year, with shares up about 4% and a strong 3 year total return above 130%. This raises fresh questions about whether the investment bank still looks reasonably priced. See our latest analysis for PJT Partners. The share price has drifted a little over the past quarter but still sits at around $170.03. That modest near term share price weakness contrasts with a much stronger three year total shareholder return, suggesting momentum has...

If you are wondering whether Liquidia is still a smart buy after its huge run, you are not alone. This is exactly the kind of stock where valuation really matters. The share price has pulled back about 2.3% over the last week, but it is still up 21.9% over 30 days and 182.6% year to date, with a 210.0% gain over the past year and 992.3% over five years. Those moves have been driven by growing optimism around Liquidia's pipeline and regulatory progress, with investors reacting positively to...

In the third quarter of 2025, Brandes Small Cap Value Fund disclosed a new position in Prestige Consumer Healthcare, while the company confirmed repurchasing about 4.7% of its shares since mid‑2024 for roughly US$161 million and reiterated fiscal 2026 revenue guidance that still points to a modest organic decline. Together, fresh institutional buying and ongoing buybacks highlight growing confidence in Prestige’s acquisition-led model and its focus on resilient, as-needed over-the-counter...