U.S. Industrials Stock News

If you are wondering whether Waste Connections at around US$157 per share looks attractively priced or stretched, the starting point is to understand what the current valuation is really implying. The stock has seen a 4.6% decline over the past week, a 5.0% decline over the past month, and is down 9.7% year to date and 18.3% over the past year, even though the 3 year and 5 year returns stand at 16.4% and 48.9% respectively. Recent coverage has focused on how the share price pullback sits...

Investors may be wondering if Permian Resources at around US$21.46 is offering good value right now, or if the easy gains are already behind it. The stock has posted returns of 7.5% over the last week, 20.6% over the past month, 49.0% year to date and 60.2% over the past year. This puts recent performance firmly on investors' radar. Recent coverage has focused on Permian Resources as an oil and gas producer in the Permian Basin, with attention on how the company is positioning itself...

Pony AI (PONY) just posted its FY 2025 third quarter numbers, with revenue at US$25.4 million and a basic EPS loss of US$0.16, while trailing twelve month figures show revenue of US$96.4 million and a basic EPS loss of US$1.05. Over recent quarters the company has seen revenue move from US$12.2 million in Q2 2024 to US$14.8 million in Q3 2024 and then to US$13.0 million, US$21.5 million and US$25.4 million in Q1, Q2 and Q3 2025 respectively, alongside quarterly basic EPS losses of US$0.33,...

If you are wondering whether FuboTV's current share price still reflects its true worth, the recent valuation checks raise some interesting questions about how the market is pricing this stock. The share price closed at US$9.66, with returns of a 30.0% decline over 7 days, 30.6% decline over 30 days, 68.9% decline year to date, 73.3% decline over 1 year, 23.3% decline over 3 years and 96.4% decline over 5 years. This sets a very specific backdrop for any valuation discussion. Recent...

QXO overview and recent share performance QXO (QXO), a distributor of roofing, waterproofing and building products across the US and Canada, has seen its share price move lower recently, with a 1-month return of a 21.8% decline and a past 3-month return of a 7.4% decline. See our latest analysis for QXO. Recent weakness in QXO’s share price, including a 3.1% 7 day and 21.8% 1 month share price decline from a last close of US$19.66, contrasts with its 40.3% 1 year total shareholder return...

Why the AACR data matters for Zymeworks stock Zymeworks (ZYME) is in focus after the American Association for Cancer Research accepted an oral presentation and six abstracts covering its antibody drug conjugate pipeline, including early clinical results for ZW191 and multiple pan RAS ADC candidates. For you as an investor, this AACR presence highlights how much of Zymeworks’ current story is tied to the progress and differentiation of its proprietary platforms in difficult to treat cancers,...

Wondering if Cognex at around US$49 per share still offers value, or if the easy gains are behind it? This article walks through what the current price might imply about the company. Cognex has pulled back 1.8% over the last week and 14.8% over the last month, yet still shows a 33.6% return year to date and 61.8% over the past year, with a more modest 3.6% over three years and a 39.6% decline over five years. Recent attention has focused on Cognex as a key player in machine vision and...

SecureTech Innovations (OTCPK:SCTH) has wrapped up FY 2025 with Q4 revenue of about US$4.0 million and a small net loss of roughly US$0.19 million, translating to basic EPS of US$0.0058 loss. Trailing 12 month figures show total revenue of about US$7.7 million and net income of roughly US$0.11 million, or EPS of US$0.0028. Over recent quarters, the company has seen quarterly revenue move from US$0 in early 2025 to US$3.7 million in Q3 and US$4.0 million in Q4, alongside EPS shifting between...

Simply Good Foods (SMPL) is back in focus after reporting quarterly revenue of US$340.2 million, flat year on year but 1.2% above forecasts, alongside an earnings beat and solid contributions from Quest and OWYN. See our latest analysis for Simply Good Foods. The market reaction has been cautious despite the earnings beat, with a 30 day share price return of a 16.5% decline and a 1 year total shareholder return of a 57.5% decline, suggesting momentum has been fading even as interest in...

Investors may be wondering if Williams Companies is still fairly priced after its strong run, or if the current share price is getting ahead of itself. The stock recently closed at US$74.06, with returns of 0.0% over 7 days, 0.8% over 30 days, 21.7% year to date and 28.7% over the last year. The 3 year return is very large and the 5 year return is also very large. Recent coverage has focused on Williams Companies as a major US energy infrastructure player, with attention on its role in...

Why Blue Owl Capital Has Been Drawing Investor Attention Blue Owl Capital (OWL) has been on many investors’ radar after a period of weak share performance, with negative returns over the past month, past 3 months, year to date, and the past year. See our latest analysis for Blue Owl Capital. At a share price of US$9.02, Blue Owl Capital’s recent 30 day share price return of 15.94% and year to date share price return of 41.08% indicate fading momentum. The 1 year total shareholder return of...

Recent share performance and business profile Broadcom (AVGO) has seen a 3% decline over the past week and a 5% decline over the past month, with the past 3 months and year to date showing double digit negative returns. Even with this pullback, the 1 year total return sits at 81.36%, while the 3 year and 5 year total returns are very large multiples of the starting value, reflecting a long period of strong compounding for long term holders. The company reports annual revenue of US$68,282.0m...

Without a specific news headline driving attention today, interest in DuPont de Nemours (DD) centers on how its recent share performance, earnings profile, and multi segment materials business might align with different investor priorities. See our latest analysis for DuPont de Nemours. The recent 7 day share price return of 5.74% contrasts with a 30 day share price return decline of 9.89%, while a 1 year total shareholder return of 47.83% points to stronger momentum over a longer window. If...

Earlier in March 2026, GlobalFoundries filed multiple U.S. patent infringement lawsuits against Tower Semiconductor, alleging unauthorized use of its manufacturing process technologies and seeking both compensation for lost profits and injunctions on allegedly infringing imports and sales. This legal push underscores GlobalFoundries’ emphasis on defending its intellectual property, which could influence its competitive positioning and long-term commercial relationships across the foundry...

If you are asking whether SoFi Technologies at US$15.87 is still a sensible entry or hold after its recent run, you are not alone. The stock has seen mixed returns, with a 7.1% decline over the last week and a 15.0% decline over the last month, alongside a 42.2% decline year to date, yet a 30.1% gain over the past year and a 177.4% return over three years. Recent coverage around SoFi has focused on its position in consumer finance and its push to build out a broader digital financial...

Event context and recent return profile Adams Diversified Equity Fund (ADX) has drawn attention after recent share price pressure, with a 1 day return of 1.85% decline adding to a 5.71% decline over the past month and a 6.76% decline over the past 3 months. See our latest analysis for Adams Diversified Equity Fund. Despite recent share price pressure, with the stock trading at US$21.80 and short term returns under strain, the longer term picture is stronger. Total shareholder returns over...

The FDA has issued a warning letter to ImmunityBio (IBRX) over promotional materials and executive comments about Anktiva that it says overstated efficacy and downplayed safety, prompting a sharp swing in investor sentiment. See our latest analysis for ImmunityBio. Despite the latest FDA warning letter and a sharp pullback in the 1-day share price return of 8.6%, ImmunityBio still carries a 90-day share price return of 244.9% and a 1-year total shareholder return of 119.6%. This suggests...

Recent Performance Snapshot Plains GP Holdings (PAGP) has drawn investor attention after recent trading, with the unit price at $24.44 and returns of 1.5% over the past day and 3.1% over the past week. For holders tracking longer periods, the stock shows returns of 11% over the past month, about 30% over the past 3 months, and 26% year to date, along with a 24% total return over the past year. See our latest analysis for Plains GP Holdings. With the latest share price at $24.44, Plains GP...

In March 2026, Rubrik used the RSA Conference to launch its Semantic AI Governance Engine (SAGE) and deepen its security ecosystem with new offerings such as a Microsoft Defender integration for rapid identity threat remediation and expanded protections for Google Workspace and MSPs. These launches suggest Rubrik is positioning itself at the intersection of AI governance, identity resilience, and cyber recovery, aligning its product roadmap with rising enterprise concerns about autonomous...

Investors may be wondering whether SPX Technologies at around US$200 a share still offers value, or if most of the upside has already been priced in. The stock has recently seen a 17.5% decline over the last 30 days, even though the 1 year return sits at 50.0% and the 3 year return is 185.7%. Recent coverage has focused on SPX Technologies as a capital goods name that has attracted attention after strong multi year share price performance, which sets expectations high for what comes next. At...

In March 2026, Supermicro announced seven fully integrated AI Data Platform solutions built on NVIDIA reference architectures, featuring Everpure’s enterprise data platform and Data Stream software as core components to simplify and scale AI workloads from training to real-time inference. Everpure separately introduced Evergreen//One for FlashBlade//EXA and the upcoming Everpure Data Stream beta, pairing benchmarked high-performance storage with automated data pipelines to tackle cost and...

In recent days, ConocoPhillips has been caught up in the fallout from escalating conflict in the Middle East, as rising oil prices and attacks on key regional energy infrastructure prompted its CEO to urge the US administration to extend protection to Qatari oil and gas assets where the company has invested heavily. These security concerns intersect with ConocoPhillips’ large LNG and oil projects, underscoring how geopolitical risk around assets in places like Qatar and the Strait of Hormuz...

Why AppFolio (APPF) is on investors’ radar today AppFolio (APPF) has drawn fresh attention as investors weigh its recent share performance, with the stock around $158.63 and showing weak returns over the past month and past 3 months. See our latest analysis for AppFolio. Recent trading has been weak, with a 7 day share price return of 4.9% and a 90 day share price return of 33.2%. In contrast, the 3 year total shareholder return of 28.6% and 5 year total shareholder return of 10.9% point to a...

TowneBank (NasdaqGS:TOWN) has completed most of the integration work related to Village. The company is preparing to finalize its partnership and integration plans with Dogwood. These organizational changes mark a new phase in TowneBank’s combination and partnership activity. TowneBank operates as a community focused financial institution, so how it brings acquired or partnered businesses onto a common platform can matter for service quality, internal efficiency, and risk controls. With the...