U.S. Industrials Stock News

NasdaqGM:MIRM
NasdaqGM:MIRMBiotechs

Assessing Mirum Pharmaceuticals (MIRM) Valuation After Health Canada’s LIVMARLI Approval And Recent Share Price Momentum

Mirum Pharmaceuticals (MIRM) shares are in focus after Health Canada authorized LIVMARLI for cholestatic pruritus in patients with progressive familial intrahepatic cholestasis, expanding the drug’s reach in a rare pediatric liver disease. See our latest analysis for Mirum Pharmaceuticals. The Health Canada decision comes after a strong run in the share price, with Mirum’s 30 day share price return of 16.56% and 90 day share price return of 42.57% contributing to a very large 3 year total...
NYSE:STE
NYSE:STEMedical Equipment

STERIS Restructuring And Deals Test Earnings Strength And Dividend Resolve

STERIS plc (NYSE:STE) is pursuing restructuring efforts and targeted acquisitions as it adapts to challenges in the medical technology and sterilization services sectors. These moves are intended to reshape operations and refine the company’s business mix in response to regulatory shifts and inflationary pressures. The changes highlight an effort to support operational flexibility and reinforce STERIS’s position across healthcare and sterilization services. For investors tracking NYSE:STE,...
NYSE:DD
NYSE:DDChemicals

Evaluating DuPont De Nemours (DD) After Earnings Beat, Portfolio Moves And New Buyback

DuPont de Nemours (DD) has drawn fresh attention after reporting fourth quarter and full year results that came in ahead of guidance, supported by cost discipline, productivity gains, and stronger profit margins. See our latest analysis for DuPont de Nemours. The earnings and guidance update comes after a strong run for DuPont de Nemours, with a 90 day share price return of 21.18% and a 1 year total shareholder return of 48.18%. This suggests momentum has been building rather than fading. If...
NYSE:MTB
NYSE:MTBBanks

Is M&T Bank’s Massachusetts Leadership Shift and Conference Push Reframing Its Investor Story (MTB)?

M&T Bank Corporation recently announced the appointment of Jeff Carpenter as Regional President of Massachusetts and, earlier this month, participated in the KBW 2026 Winter Financial Services Conference, with another investor presentation scheduled at the RBC Financial Institutions Conference in New York on March 10, 2026. By elevating an experienced Boston-focused banker and increasing its visibility at high-profile industry conferences, M&T is highlighting both its regional ambitions and...
NasdaqGS:VNET
NasdaqGS:VNETIT

Jefferies Sees VNET Power Expansion And Hyperscale Deal Supporting AI Growth

VNET Group has acquired new power capacity in Ulanqab to support additional data center build out for AI workloads. The company is expected to secure a major hyperscale data center contract in China tied to this expanded capacity. These developments highlight VNET Group's role in supporting rising artificial intelligence infrastructure demand in China. VNET Group (NasdaqGS:VNET), trading at $12.07, is positioned at the center of growing data center and AI infrastructure needs in China. The...
NasdaqGS:TMUS
NasdaqGS:TMUSWireless Telecom

T-Mobile US (TMUS) Valuation Check After Extended Amdocs Deal And Earnings Expectations

T-Mobile US (TMUS) is back in focus after extending its multi year partnership with Amdocs, just as investors gear up for the carrier’s upcoming earnings and closely watched guidance on margins. See our latest analysis for T-Mobile US. The extended Amdocs partnership and upcoming earnings are drawing fresh attention to T-Mobile US at a time when its 1 year total shareholder return of 21.71% decline contrasts with a 5 year total shareholder return of 69.20%. This hints at fading near term...
NasdaqGM:KYMR
NasdaqGM:KYMRBiotechs

KT-621 Phase 2b Expansion Across Type 2 Diseases Could Be A Game Changer For Kymera Therapeutics (KYMR)

Kymera Therapeutics recently initiated dosing in its BREADTH Phase 2b trial of KT-621 for moderate to severe eosinophilic asthma and continues its BROADEN2 Phase 2b study in atopic dermatitis, advancing its oral STAT6 degrader program across Type 2 inflammatory diseases. This progress in parallel Phase 2b trials positions KT-621 as a potential platform therapy across multiple high-burden Type 2 conditions, which could influence how investors assess Kymera’s pipeline breadth and clinical...
NYSE:AMTM
NYSE:AMTMProfessional Services

Amentum Holdings (AMTM) Profitability Turn Reinforces Bullish Narratives Despite High P E Ratio

Amentum Holdings (AMTM) opened Q1 2026 with revenue of about US$3.2b and net income of US$44m, translating to basic EPS of US$0.18, as the market weighs these numbers against a share price around US$32.06. Over recent quarters, the company has seen revenue move from US$3.4b in Q1 2025 to US$3.9b in Q4 2025 and then to US$3.2b in Q1 2026, while basic EPS shifted from US$0.05 to US$0.16 over the same 2025 span before landing at US$0.18 this quarter. This sets up a story where profitability...
NasdaqGS:SNDK
NasdaqGS:SNDKTech

Sandisk Extends Kioxia Pact To Secure 3D NAND In Tight Market

Sandisk (NasdaqGS:SNDK) has extended its joint venture with Kioxia through 2034, securing ongoing collaboration on advanced 3D flash memory. The agreement comes as the global semiconductor sector faces a supply crunch in DRAM and NAND, driven by demand for AI and data center infrastructure. The extended partnership supports Sandisk’s role as a pure play flash memory provider with expanded manufacturing capacity. For you as an investor, the key point is that Sandisk remains closely linked to...
NYSE:RIG
NYSE:RIGEnergy Services

Transocean Valaris Merger Reshapes Offshore Drilling And Investor Thesis

Transocean (NYSE:RIG) has agreed to acquire Valaris in an all stock merger, creating what management describes as the world’s largest offshore drilling company. The deal brings together two major offshore drillers and combines their rig fleets, geographic reach, and customer bases. The companies highlight expected cost synergies and a larger, more diversified contract portfolio as key benefits of the transaction. For you as an investor, this move comes with NYSE:RIG trading at $5.44, after...
NasdaqGS:ZBRA
NasdaqGS:ZBRAElectronic

Is Zebra Technologies (ZBRA) Offering Opportunity After Recent Share Price Volatility?

If you are wondering whether Zebra Technologies at around US$256.57 is a bargain or a value trap, you are not alone, as the share price and the fundamentals are sending some very mixed signals. Over the past week the stock is up 10%, yet the 30 day return is a 1.1% decline and the longer term record shows returns of 3.3% year to date, a 27.6% decline over 1 year and a 47.2% decline over 5 years. Recent coverage has focused on how investors are reassessing hardware focused tech names like...
NasdaqGS:KRYS
NasdaqGS:KRYSBiotechs

Krystal Biotech RMAT Win For KB707 And What It Means For Valuation

Krystal Biotech received FDA Regenerative Medicine Advanced Therapy (RMAT) designation for KB707, an inhaled, redosable immunotherapy for advanced non small cell lung cancer. The designation is based on early clinical evidence that KB707 may provide meaningful antitumor activity in advanced or metastatic NSCLC. RMAT status can create a faster and more flexible regulatory path for therapies targeting serious or life threatening conditions. For Krystal Biotech, ticker NasdaqGS:KRYS, this...
NasdaqGS:IBRX
NasdaqGS:IBRXBiotechs

ImmunityBio Advances Chemotherapy Free Immunotherapies And Faces Key Investor Tests

ImmunityBio (NasdaqGS:IBRX) is participating in the 2026 ASCO Genitourinary Cancers Symposium, highlighting its work in cancer immunotherapies. The company recently expanded use of its therapy Anktiva for lung cancer patients in Saudi Arabia following regulatory approval. ImmunityBio launched the ResQ215B Phase 2 trial, studying a chemotherapy free regimen for B cell non Hodgkin lymphoma. ImmunityBio focuses on developing cancer immunotherapies that aim to work with the immune system rather...
NasdaqGS:CPRT
NasdaqGS:CPRTCommercial Services

Copart Credit Facility Expands Flexibility For Growth And Shareholder Returns

Copart has secured a new $1.25b unsecured senior revolving credit facility. The facility is intended to support acquisitions, capital spending, share repurchases, and international expansion. This new credit line provides additional financial flexibility alongside Copart’s existing resources. For investors watching Copart (NasdaqGS:CPRT), the new facility arrives with the stock trading at $40.35. Over the past week, the share price return is 3.6%, with a 6.8% return year to date and a 16.5%...
NYSE:ACRE
NYSE:ACREMortgage REITs

Ares Commercial Real Estate Q4 Revenue Slump Reinforces Bearish Credit Risk Narratives

Ares Commercial Real Estate FY 2025 Earnings Snapshot Ares Commercial Real Estate (ACRE) has wrapped up FY 2025 with a mixed top line, reporting Q4 total revenue of US$3.4 million alongside basic EPS of a US$0.07 loss per share. The trailing twelve months show total revenue of US$72.7 million and basic EPS of roughly flat at a US$0.02 loss. Across recent quarters, the company has seen revenue move from US$18.5 million in Q4 2024 to US$20.3 million in Q1 2025, US$32.7 million in Q2 2025,...
NYSE:SYF
NYSE:SYFConsumer Finance

Does Synchrony (SYF) Monthly Credit Updates Deepen Investor Trust in Its Risk Profile Story?

Earlier this month, Synchrony Financial reported its latest monthly charge-off and delinquency statistics for the thirteen months to January 31, 2026, while also participating in the UBS Financial Services Conference 2026 in Key Biscayne, Florida. This continued transparency on core credit metrics gives investors a clearer view of Synchrony’s credit quality trends and portfolio health between quarterly results. Next, we’ll explore how this enhanced visibility into monthly credit performance...
NYSE:KNTK
NYSE:KNTKOil and Gas

How Kinetik’s Dividend Hike and ECCC Progress Could Shape Kinetik Holdings (KNTK) Investors

Kinetik Holdings recently raised its quarterly dividend by 4% and highlighted progress on its ECCC pipeline project in the Permian Basin, underscoring management’s focus on shareholder payouts and infrastructure growth. This combination of a higher cash return and an advancing pipeline project adds a fresh income-and-projects angle to the company’s midstream story. Next, we’ll examine how the dividend increase reshapes Kinetik’s existing investment narrative around growth projects and...
NYSE:ABBV
NYSE:ABBVBiotechs

Assessing AbbVie (ABBV) Valuation After Strong Q4 Results And New Rinvoq Filings

Why AbbVie’s latest earnings and pipeline moves matter now AbbVie (ABBV) has just paired a strong fourth quarter with two important developments: a credit rating upgrade and fresh regulatory filings for Rinvoq in non segmental vitiligo, giving investors several new data points to assess. See our latest analysis for AbbVie. Despite the recent credit upgrade and Rinvoq filings, AbbVie’s 1 month share price return of 1.07% and year to date decline of 3.00% suggest near term momentum is still...
NasdaqGS:CFLT
NasdaqGS:CFLTSoftware

What Confluent (CFLT)'s Slower Growth Outlook This Earnings Season Means For Shareholders

Confluent (NASDAQ:CFLT) is set to report its latest quarterly earnings after market close this Wednesday, with analysts expecting revenue of US$307.9 million, implying year-on-year growth that is slower than the same period last year. The company recently exceeded revenue expectations and expanded its base of large enterprise customers, so investors are watching closely to see whether this momentum can offset concerns about moderating growth. Next, we’ll examine how expectations for slowing...