U.S. Industrials Stock News

Wondering if Palantir is still worth buying after such a huge run, or if the easy money has already been made? You are not alone, and that is exactly what we are going to unpack. Palantir's share price has climbed 5.5% over the last week, 24.9% over the last month, and an eye catching 157.2% year to date, adding to a massive 139.7% gain over the past year and 654.5% over five years. Much of this momentum has been fueled by heightened investor excitement around AI driven analytics and...

In the past quarter, Hello Group Inc. reported third-quarter 2025 revenue of CNY 2,650.12 million and net income of CNY 348.89 million, both slightly lower than a year earlier, with earnings per share also declining on a basic and diluted basis. For the nine months to September 30 2025, the company’s weaker revenue and net income, combined with fourth-quarter guidance for a further year-over-year revenue decline, highlight continued pressure on its core social and entertainment...

Earlier in December 2025, U.S. Bank announced new partners for its Avvance point-of-sale lending platform and expanded Coinstar-enabled coin deposit access for its clients, while U.S. Bancorp’s board affirmed regular quarterly dividends on both common and multiple preferred share series payable in January 2026. Together, these moves highlight how U.S. Bancorp is pairing embedded finance and everyday banking convenience with consistent capital returns to shareholders. We’ll now examine how...

Mizuho’s fresh upgrade on New Jersey Resources (NJR) has put this steady utility back on investors’ radar, spotlighting its valuation, cleaner energy growth platforms, and unusually resilient regulatory position in a choppy natural gas backdrop. See our latest analysis for New Jersey Resources. The upgrade lands after a choppy stretch, with a 1 month share price return of minus 5.16 percent, even as the 5 year total shareholder return of 55.99 percent signals steady, longer term wealth...

MGIC Investment Corporation recently disclosed that director Analisa M. Allen notified the company on December 11, 2025 of her intention to resign from the Board effective January 31, 2026, with the company emphasizing that her decision was not related to any disagreement over operations, policies, or practices. This governance change arrives shortly after MGIC reported earnings that exceeded profit expectations and highlighted the resilience of its mortgage insurance model and risk...

Earlier in December, AppLovin presented at the 53rd Annual Nasdaq Investor Conference in London, highlighting progress in its AI-powered advertising and mobile app monetization platforms. The company’s decision to exit its gaming division and push deeper into AI-driven advertising for e-commerce, fintech, and automotive marks a material shift toward becoming a broader ad-tech platform competitor to Google and Meta. We’ll now examine how this pivot toward AI-powered e-commerce advertising...

Jumia Technologies (NYSE:JMIA) is back on traders radar after Craig Hallum kicked off coverage with a Buy rating, echoing bullish views from RBC Capital and Benchmark that spotlight its evolving African e commerce ecosystem. See our latest analysis for Jumia Technologies. The fresh wave of upbeat coverage appears to be feeding into strong momentum, with a roughly 31 percent 30 day share price return and a hefty year to date share price gain, even though the five year total shareholder return...

Earlier in December 2025, Snap Inc. expanded its board from eleven to twelve members and appointed Matthew McRae, an experienced technology and hardware executive, as a director, while also rolling out Quick Cut, an AI-powered, Lens-based tool that helps users rapidly create beat-synced videos entirely within Snapchat. These moves highlight Snap’s emphasis on bolstering leadership with connected-device expertise and deepening in-app video creation to strengthen engagement and content...

ASML Holding (NasdaqGS:ASML) has quietly kept rewarding patient investors, with the stock up around 51% this year and roughly doubling over the past 3 years, even through choppy semiconductor cycles. See our latest analysis for ASML Holding. The latest uptick, with a recent 1 month share price return of about 9 percent and year to date share price return above 50 percent, suggests momentum is still building. This is supported by solid demand expectations and easing worries about the...

H.B. Fuller recently extended its dividend growth streak to 33 consecutive years, keeping its Dividend Aristocrat status intact despite earnings declines in 2023 and 2024 and elevated debt levels. Management’s focus on conservative payout ratios and an outlook for EBITDA stabilization in fiscal 2025 offers investors reassurance on dividend sustainability. We’ll now examine how this commitment to steadily rising dividends, even amid earnings pressure, may reshape H.B. Fuller’s investment...

Atlanticus Holdings Corporation reported that its Mercury subsidiaries refinanced an existing US$750,000,000 term securitization on December 4, 2025, securing new three-year bonds with more favorable structural elements and an immediate 200-plus basis point coupon reduction. This materially lowers financing costs and strengthens the balance sheet, which can enhance flexibility for funding receivables and supporting future business initiatives. Against this backdrop, we will examine how the...

In December 2025, OSE Immunotherapeutics announced it had amended its partnership with AbbVie on pre-clinical anti-inflammatory antibody ABBV-230, taking back responsibility and funding for preclinical and Phase 1 work while AbbVie retained rights to later-stage development and commercialization under unchanged economic terms. The adjustment removes an early clinical milestone payment for OSE but keeps AbbVie positioned to benefit from any first-in-class success targeting the ChemR23...

Guidance-driven outlook for APi Group stock APi Group (APG) just updated its 2025 outlook, telling investors it expects net revenue to land at or above the midpoint of its guidance range, roughly $7.9 billion for the year. See our latest analysis for APi Group. The guidance update comes after strong recent momentum, with a roughly 62 percent year to date share price return and a three year total shareholder return above 200 percent, suggesting investors are increasingly pricing in sustained...

In recent months, American Eagle Outfitters has consistently beaten earnings and revenue forecasts, prompting positive analyst estimate revisions and a Zacks Rank #1 (Strong Buy) rating. At the same time, concerns about dividend sustainability, slower revenue growth than peers, and elevated short interest above 14% highlight meaningful financial and sentiment risks that investors are watching closely. We’ll now examine how this mix of earnings momentum and dividend risk could reshape...

Baidu recently considered a separate listing of its Kunlunxin AI chip unit, which has seen rapid sales growth and is aiming to compete more directly with leading global chipmakers like Nvidia. This move could spotlight Baidu’s in-house semiconductor capabilities as a distinct business, potentially clarifying how its AI infrastructure underpins cloud, search, and autonomous driving ambitions. We’ll now examine how the potential Kunlunxin spinoff, highlighting Baidu’s AI chip capabilities,...

Vita Coco Company (COCO) just signed on as the Official Hydration Partner of Rush Soccer, a strategic move that plugs the brand directly into one of the largest youth soccer communities in the country. See our latest analysis for Vita Coco Company. That Rush Soccer deal lands on top of a strong run, with the share price up about 52 percent year to date and a powerful three year total shareholder return near 291 percent, suggesting momentum and confidence are building. If this kind of growth...

Earlier in December 2025, Roivant Sciences reported faster-than-expected progress across several late-stage drug programs, including updated timelines for brepocitinib in dermatomyositis and non-infectious uveitis, continued advancement of mosliciguat in pulmonary hypertension associated with interstitial lung disease, and ongoing global lipid nanoparticle patent litigation involving Moderna, Pfizer, and BioNTech. These pipeline accelerations, coupled with active portfolio management through...

The catalyst for McEwen (NYSE:MUX) right now is regulatory rather than geological, with Mexico extending the Environmental Impact Assessment for El Gallo, which clears the way for Phase 1 mill construction and provides a clearer production timeline. See our latest analysis for McEwen. That clearer path to cash flow has not gone unnoticed, with the share price up 20.49 percent over the last month and a hefty 134.26 percent year to date. The 1 year total shareholder return of 143.40 percent and...

In the past week, KeyBanc initiated coverage on Dutch Bros with an Overweight rating as the company reported strong third-quarter 2025 results and continued rapid U.S. expansion, including its first Los Angeles shop. Beyond headline growth, management’s plan to reach 2,029 shops by 2029 while shifting toward more capital-efficient build-to-suit leases signals a sharpened focus on scaling profitably, not just quickly. Next, we’ll examine how Dutch Bros’ continued same-store sales growth and...

Coterra Energy (CTRA) just surfaced on investors radar after a subsidiary teamed up with ProPetro’s PROPWR unit to power distributed microgrids across Coterra’s New Mexico Permian footprint, with deployment slated for early 2026. See our latest analysis for Coterra Energy. Despite a softer recent patch, with a 7 day share price return of minus 3.39 percent and the stock last trading at 25.38 dollars, Coterra’s 1 year total shareholder return of 9.19 percent and 5 year total shareholder return...

Empire State Realty Trust (ESRT) has quietly slipped this year, with the stock down roughly 35% year to date and about 13% over the past 3 months, despite modest revenue growth. See our latest analysis for Empire State Realty Trust. That slide has come as investors reassess REIT risk and higher-for-longer rates, with the share price now at $6.58 and short term momentum clearly fading even though multi year total shareholder returns have been roughly flat overall. If ESRT's recent weakness has...

Halliburton (HAL) just tied its latest stock swing to a big step in its VoltaGrid partnership, securing manufacturing for 400 MW of modular natural gas power that is aimed at hyperscale data centers across the Eastern Hemisphere. See our latest analysis for Halliburton. That backdrop helps explain why Halliburton’s $27.72 share price has seen a 30 day share price return of 7.36% and a 1 year total shareholder return of 8.70%, suggesting momentum is cautiously rebuilding despite a softer...

AST SpaceMobile (ASTS) is back in the spotlight after investor interest jumped ahead of its BlueBird 6 launch, a key test of whether the company can turn its space based mobile network into a real commercial business. See our latest analysis for AST SpaceMobile. The Christmas Eve BlueBird 6 launch has become the focal point for AST SpaceMobile, with the 1 day share price return of 15.03 percent adding to a 250.46 percent year to date share price return and a massive 1 year total shareholder...

Investor sentiment around Cal-Maine Foods (CALM) has cooled lately, as commentators argue that fading egg shortages could squeeze future profits, even though the company just delivered unusually strong multi year growth in sales and earnings. See our latest analysis for Cal-Maine Foods. That shift in sentiment has been reflected in the numbers, with a 90 day share price return of minus 11.51 percent and a year to date share price return of minus 18.87 percent, even as the five year total...