U.S. Industrials Stock News

Warby Parker (WRBY) just jolted higher after formally confirming a 2026 launch of AI-powered glasses with Google, a partnership backed by up to $150 million that suddenly puts the eyewear brand in the middle of the AI hardware race. See our latest analysis for Warby Parker. The Google deal arrives after a powerful run, with Warby Parker’s 30 day share price return of 58.25 percent and three year total shareholder return of 97.06 percent, signaling that momentum is clearly building around its...

In late October 2025, Universal Health Services reported Q3 results that exceeded analyst expectations, with revenue rising 13.4% year over year and adjusted EPS increasing 53.4%, and management raised its fiscal 2025 revenue and earnings guidance. This combination of stronger profitability and an upgraded outlook highlights improving operational efficiency and suggests the company is executing well on its current growth initiatives. We’ll now examine how the raised full-year guidance,...

Atlantic Union Bankshares (AUB) just caught a fresh wave of attention after several Wall Street firms updated their views, zeroing in on the bank’s shift from acquisition driven growth to organic execution and future capital returns. See our latest analysis for Atlantic Union Bankshares. That shift in narrative seems to be resonating, with the share price up 7.5 percent over the last week and 13.4 percent over the past month, even though the year to date share price return is still slightly...

Caldwell Trust Co previously acquired a new stake in Nicolet Bankshares Inc., purchasing 12,578 shares for about US$1,553,000, while company insiders, including the CFO and a director, also increased their holdings and the bank paid a quarterly dividend. Taken together with recent analyst upgrades, these moves highlight growing alignment between institutional investors, insiders, and external research views on Nicolet Bankshares’ prospects. We’ll now examine how this combination of insider...

MillerKnoll (MLKN) steps back into the spotlight this week as it reports quarterly results, with investors weighing last quarter’s upside surprise against fresh expectations for revenue to slip and earnings to cool. See our latest analysis for MillerKnoll. Despite the latest share price of $16.64 and a recent 1 month share price return of 12.74% suggesting a short term rebound, MillerKnoll’s year to date share price return of negative 25.75% and 1 year total shareholder return of negative...

MYR Group (MYRG) has been quietly rewarding patient investors, with the stock up roughly 49% year to date and about 35% over the past year, far outpacing many industrial peers. See our latest analysis for MYR Group. With the share price now at $220.51, MYR Group has cooled slightly in the last month but still shows strong momentum, with a 90 day share price return of 24.56 percent and a five year total shareholder return of 269.24 percent. If MYR Group’s run has you rethinking what else could...

United Parks & Resorts (PRKS) just saw its share price drop after a softer than expected fiscal Q3, as weather, calendar quirks, and weaker international attendance weighed on results and spooked investors. See our latest analysis for United Parks & Resorts. That post earnings wobble comes on top of a much tougher year, with a sharply negative year to date share price return and weak three year total shareholder return. However, the strong 1 month share price rebound hints that sentiment may...

eBay (EBAY) is leaning hard into its collectibles fandom, with its new eBay Collected 2025 report showing Pokémon cards still dominating search activity as eBay Live livestreams pull more of that demand onto the platform. See our latest analysis for eBay. Despite a softer patch lately, with the 90 day share price return down 8.19% to around $82.59, investors who have stuck with eBay have been rewarded with a 3 year total shareholder return of 113.54%. The blend of collectibles momentum,...

Kyverna Therapeutics (KYTX) just delivered positive topline data from its registrational KYSA-8 trial in stiff person syndrome and paired that milestone with a planned $100 million follow on equity raise, a combination the market is watching closely. See our latest analysis for Kyverna Therapeutics. The news has turbocharged sentiment, with Kyverna’s latest share price at $10.82 after a 1 day share price return of 23.23 percent and a year to date share price return of 176.02 percent. This...

Fitch’s decision to lift Hillman Solutions (HLMN) to a BB credit rating puts a fresh spotlight on the stock, as lower perceived credit risk can subtly shift how investors think about its long term upside. See our latest analysis for Hillman Solutions. Even with a softer 1 day share price return of around negative 1 percent and a year to date share price return in the low single digit negatives, the 3 year total shareholder return near 30 percent suggests underlying momentum is still intact as...

Jones Lang LaSalle (JLL) just cleared another earnings hurdle, topping third quarter profit expectations even as revenue came in slightly light. The stock has pushed to fresh highs on the back of that consistency. See our latest analysis for Jones Lang LaSalle. That backdrop of steady execution has kept investors leaning in, with the latest 1 month share price return of around 9 percent helping push JLL to roughly 32 percent year to date and supported by an impressive 3 year total shareholder...

If you are wondering whether Southwest Airlines at around $41.72 is still a deal or if the easy money has already been made, you are not alone. This stock is back on a lot of investors' radar. The share price has jumped 9.9% over the last week and 27.1% over the past month, lifting year-to-date gains to 25.0% and putting the 1-year return at 30.5%, despite the stock still being slightly down, about 2.5%, over 5 years. These moves have come as investors reassess airlines that are rebuilding...

Erasca (ERAS) just locked in U.S. patent protection through 2043 for its pan RAS candidate ERAS-0015 and elevated Robert Shoemaker to chief scientific officer, signaling a tighter focus on its RAS pipeline. See our latest analysis for Erasca. The move comes after a powerful run, with a 30 day share price return of 32.95 percent and a 90 day share price return of 105.39 percent. The 1 year total shareholder return of 30.42 percent contrasts with a still negative 3 year total shareholder return...

World Kinect (WKC) just paired a fresh 150 million dollar share repurchase authorization with a reaffirmed 0.20 dollar quarterly dividend. This combination usually signals management is comfortable with cash generation and balance sheet flexibility. See our latest analysis for World Kinect. Even with the buyback and dividend decision, the stock has been drifting lower, with a roughly negative 10.6 percent year to date share price return and a mid single digit negative one year total...

Earlier this month, Capital One Financial released its monthly report on credit card charge-off and delinquency metrics for the period ended November 30, 2025, giving investors fresh data on its credit quality and lending performance. This routine yet closely watched disclosure offers a timely window into how effectively Capital One is managing consumer credit risk across its loan book. We’ll now examine how these updated charge-off and delinquency figures could influence Capital One’s...

Mizuho recently initiated coverage on Equitable Holdings with an Outperform rating, citing the company’s capital-light model, expanding retirement market presence, and consistent shareholder returns through rising dividends and share repurchases. This fresh analyst endorsement reinforces the view that Equitable’s repositioning toward lower capital intensity and recurring retirement-focused revenues is central to its long-term story. We’ll now explore how Mizuho’s upbeat initiation,...

SCTbio’s new collaboration with Fortrea Holdings (FTRE) is turning heads, as investors weigh how this advanced therapies partnership could reshape development timelines, costs, and Fortrea’s role across the crowded cell and gene therapy pipeline. See our latest analysis for Fortrea Holdings. That backdrop helps explain why the stock’s 1 month share price return of 54.27 percent and 3 month share price return of 55.77 percent look like momentum is rebuilding, even though the year to date share...

Five Below (FIVE) just delivered a better than expected third quarter, lifting sales, profits and investor mood in one go, and management quickly backed that up by raising full year guidance. See our latest analysis for Five Below. That earnings beat and guidance hike come after a powerful run, with the share price up roughly 83% year to date and a 1 year total shareholder return near 73%, signaling strong, building momentum as investors reassess Five Below's growth runway and risk...

In early December 2025, Johnson Controls’ Sensormatic Solutions launched AI-enabled Orbit AI sensors and Video AI cameras that track shopper behavior without using personal identifiable information, feeding insights into ShopperTrak Analytics to help retailers improve layouts, merchandising, and staffing decisions. This push into privacy-conscious, AI-powered in-store analytics highlights Johnson Controls’ effort to deepen its role in data-driven building solutions beyond traditional...

WD-40 Company's ( NASDAQ:WDFC ) dividend will be increasing from last year's payment of the same period to $1.02 on...

We wouldn't blame Palo Alto Networks, Inc. ( NASDAQ:PANW ) shareholders if they were a little worried about the fact...

Unfortunately for some shareholders, the Eshallgo Inc. ( NASDAQ:EHGO ) share price has dived 25% in the last thirty...

Oppenheimer’s downgrade of IAC (IAC) to Perform, and the roughly 3% slide that followed, has shifted the conversation from upside potential to whether the market is fairly pricing its structural constraints. See our latest analysis for IAC. That downgrade lands after a strong 1 month share price return of about 14% and a modest rebound over 3 months. Set against a still negative year to date share price return and a bruising 5 year total shareholder return decline, it suggests recent momentum...

Bit Digital (BTBT) just reshuffled its leadership bench, with one director resigning, the long serving chair shifting to an independent role, and crypto industry veteran Amanda Cassatt joining the board to help steer its next phase. See our latest analysis for Bit Digital. Those boardroom shifts come as the stock has pulled back sharply, with a 30 day share price return of minus 14.11 percent and a one year total shareholder return of minus 51.97 percent. At the same time, the three year...