U.S. Industrials Stock News

NYSE:ABBV
NYSE:ABBVBiotechs

What AbbVie (ABBV)'s Resilient 2025 Results and New Rinvoq Vitiligo Filings Mean For Shareholders

In early February 2026, AbbVie reported fourth-quarter 2025 sales of US$16,618 million and net income of US$1,816 million, alongside full-year 2025 sales of US$61.16 billion and net income of US$4.23 billion, and also filed for U.S. and European approval of Rinvoq for non-segmental vitiligo while preparing to present new immunology research at a Piper Sandler symposium. The combination of growing revenues after Humira’s loss of exclusivity, ongoing label expansion for Rinvoq, and active R&D...
NasdaqGS:WDC
NasdaqGS:WDCTech

Western Digital Targets 100TB AI Drives As Valuation Signals Modest Upside

Western Digital (NasdaqGS:WDC) outlined an AI-focused storage roadmap, including the qualification of 40TB UltraSMR ePMR HDDs. The company presented a dual-path plan targeting 100TB HDDs by 2029 to support next generation AI data needs. Western Digital expanded its Platforms business to offer hyperscale style economics to a broader range of customers. The roadmap includes new performance tiers and intelligent software platforms aimed at AI driven data infrastructure. Western Digital, known...
NYSE:MHO
NYSE:MHOConsumer Durables

A Look At M/I Homes (MHO) Valuation As Its Latest 10-K Highlights Revenue Pressure And Buybacks

10-K filing puts M/I Homes’ latest pivot in focus M/I Homes (MHO) has drawn fresh investor attention after its latest 10-K detailed a 2% revenue decline tied to fewer homes delivered and lower average selling prices, along with increased land investment and share repurchases. See our latest analysis for M/I Homes. The recent 10-K and insider selling come against a backdrop of strong positive momentum, with a 30 day share price return of 9.06% and a 1 year total shareholder return of 25.44%,...
NasdaqGM:IRMD
NasdaqGM:IRMDMedical Equipment

Assessing IRADIMED (IRMD) Valuation After Strong Multi Year Returns And High P/E Premium

IRADIMED stock snapshot IRADIMED (IRMD) has drawn attention after a long stretch of strong multi year total returns. The stock recently closed at US$99.81 and has shown mixed performance over the past month and past 3 months. For context, the company reports annual revenue of US$83.814 million and net income of US$22.48 million. Its business is focused on MRI compatible medical devices for hospitals and imaging centers. See our latest analysis for IRADIMED. IRADIMED’s recent share price moves...
NasdaqGS:GFS
NasdaqGS:GFSSemiconductor

Assessing GlobalFoundries (GFS) Valuation After Buyback, Earnings Update And New 2026 Guidance

Why GlobalFoundries stock is back in focus GlobalFoundries (GFS) has jumped onto investors’ radar after announcing a US$500 million share repurchase program, together with fresh quarterly and full year 2025 results, new 2026 guidance, and leadership changes. See our latest analysis for GlobalFoundries. The latest earnings release, buyback announcement and leadership updates come after a strong run in the share price, with a 7 day share price return of 16.92% and a 90 day share price return of...
NasdaqGS:TER
NasdaqGS:TERSemiconductor

Is It Too Late To Consider Teradyne (TER) After Its 174% One Year Surge?

If you are wondering whether Teradyne at around US$314.66 is still a sensible entry or hold after a big run, the key question is how its current price compares with a fair value estimate. The stock has posted returns of 3.2% over 7 days, 37.9% over 30 days, 51.6% year to date, 174.4% over 1 year, 214.9% over 3 years, and 147.3% over 5 years, which naturally raises questions about how much future upside or downside is now reflected in the current price. Recent news around Teradyne has focused...
NYSE:LRN
NYSE:LRNConsumer Services

Assessing Stride’s Valuation After Guidance Raise And Record Career Learning Enrollments

Stride (LRN) shares have rebounded over the past month after the company reported better-than-expected second quarter fiscal 2026 results, addressed earlier platform issues, and highlighted record Career Learning enrollments. See our latest analysis for Stride. At a share price of $84.89, Stride has seen strong recent momentum, with a 30 day share price return of 21.78% and a 90 day share price return of 31.47%, even though the 1 year total shareholder return is a 39.45% decline and the 5...
NasdaqGS:WSBC
NasdaqGS:WSBCBanks

Is WesBanco (WSBC) Pricing Reflect Its Recent Share Performance And Valuation Signals

If you are wondering whether WesBanco is reasonably priced or leaving value on the table, starting with a clear check on its current valuation can help you frame that question. The stock last closed at US$36.65, with returns of 6.6% over the past month, 9.9% year to date and 4.9% over the past year, while the last 7 days showed a 1.3% decline. Recent coverage of WesBanco has focused on its position among regional banks and how investors are weighing its risk profile against peers. This helps...
NasdaqGS:DXPE
NasdaqGS:DXPETrade Distributors

Will Rapid EPS And Revenue Compounding Change DXP Enterprises' (DXPE) Investment Narrative?

In recent commentary, DXP Enterprises’ performance over the past five years was highlighted, with annualized revenue growth of 13% and a very large total return since early 2021, alongside earnings per share compounding at 50.1% annually. This combination of faster-than-sector revenue expansion and strong per-share earnings growth has set DXP apart from many industrial peers and appears to have drawn increased investor attention. With DXP’s earnings per share compounding at 50.1% annually,...
NasdaqGS:CACC
NasdaqGS:CACCConsumer Finance

Is Credit Acceptance (CACC) Pricing Reflect Recent Share Pullback Or Future Earnings Potential

If you are wondering whether Credit Acceptance's current share price lines up with its underlying worth, this breakdown is designed to help you frame that question clearly and calmly. The stock closed at US$483.98, with returns of 3.4% over 3 years and 33.9% over 5 years. The last 12 months show a 7% decline and shorter term moves of 3.9% decline over 7 days and 2.5% gain over 30 days, which can shift how investors think about both opportunity and risk. Recent coverage has focused on Credit...
NYSE:AD
NYSE:ADWireless Telecom

Array Digital Infrastructure Refocuses On Towers After Wireless And Spectrum Sales

Array Digital Infrastructure (NYSE:AD) has sold its regional wireless operations to T-Mobile. The company has also announced agreements to sell most of its remaining spectrum licenses to Verizon and AT&T. These transactions represent a shift in NYSE:AD's asset base, with the company retaining only select spectrum assets. Array Digital Infrastructure, traded as NYSE:AD, operates in the wireless and spectrum space, where carriers and infrastructure owners continue to reshape their asset...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Airbnb’s AI Native Shift Raises New Questions For Growth And Margins

Airbnb is accelerating its shift to an AI native platform, with a custom AI agent now handling about one third of support issues in North America. The company plans a global rollout of this AI system and has appointed former Meta AI leader Ahmad Al Dahle as its new CTO. These moves highlight Airbnb's push to automate customer service and embed AI more deeply in its core operations. For investors watching NasdaqGS:ABNB, the AI push comes as the stock trades around $121.35, with a 1 year...
NYSE:BG
NYSE:BGFood

A Look At Bunge Global (BG) Valuation After Earnings Show Higher Sales But Weaker Profitability

Why Bunge Global’s latest earnings matter for shareholders Bunge Global (BG) has drawn fresh attention after reporting fourth quarter and full year 2025 results that combined higher sales with sharply lower net income and diluted earnings per share. For investors, this mix of revenue growth and weaker profitability puts the focus squarely on margins, cost pressures, and how the agribusiness and food company balances volume with earnings quality across its main operating segments. See our...
NYSE:HIMS
NYSE:HIMSHealthcare

Hims & Hers Health (HIMS) Is Down 5.5% After Novo Nordisk GLP-1 Lawsuit and FDA Scrutiny

In early February 2026, Novo Nordisk filed a patent infringement lawsuit against Hims & Hers over its compounded semaglutide weight-loss products, following an FDA crackdown that also prompted Hims & Hers to abruptly halt its newly launched Compounded GLP-1 Pill. The clash not only raises serious questions about the safety and legality of compounded GLP-1 treatments, but also directly challenges Hims & Hers' efforts to expand its weight-loss franchise as a core growth driver. We’ll now...
NYSE:BANC
NYSE:BANCBanks

Is Banc of California (BANC) Pricing Look Attractive After Recent Pullback And 1-Year Rally

If you have been wondering whether Banc of California is fairly priced or if the current share price leaves some room on the table, you are not alone. The stock closed at US$20.00 recently, after a 4.8% decline over the last 7 days and a 3.8% decline over the last 30 days, although the 1 year return sits at 31.5% and the year to date return at 2.8%. Recent headlines around Banc of California have kept the stock on investors' watchlists, with the news flow helping shape sentiment and trading...
NYSE:UNM
NYSE:UNMInsurance

How Investors Are Reacting To Unum Group (UNM) Buybacks Amid Sharply Lower Net Income

In February 2026, Unum Group reported its fourth-quarter and full-year 2025 results, with revenue edging up to US$3,244.1 million for the quarter and US$13.08 billion for the year, while net income roughly halved year-on-year. Alongside these results, Unum disclosed that it had completed repurchasing 10,369,259 shares for US$802.5 million under its February 2025 buyback authorization, even as profitability weakened. We’ll now examine how Unum’s sharply lower net income, despite continued...
NYSE:SPGI
NYSE:SPGICapital Markets

Is It Time To Revisit S&P Global (SPGI) After Its Recent Share Price Slump?

Wondering if S&P Global's current share price lines up with its underlying worth, or if the market is being too harsh or too generous right now. The stock last closed at US$409.54, with returns of 2.1% over 7 days, a 25.0% decline over 30 days, a 20.1% decline year to date, a 24.1% decline over 1 year and gains of 19.7% over 3 years and 31.0% over 5 years. These mixed returns sit alongside ongoing attention on S&P Global's role as a key data and index provider. This often puts the stock on...
NasdaqGS:DASH
NasdaqGS:DASHHospitality

Has DoorDash (DASH) Become Attractive After Its Recent Share Price Slump?

If you are wondering whether DoorDash's current share price reflects its true worth, you are not alone. This article will walk you through what the numbers actually say about its value. The stock has been volatile recently, with a 13.6% decline over the last 7 days, a 21.9% decline over the last 30 days, and a 27.0% decline year to date, although its 3 year return sits at 176.2%. Recent coverage has focused on DoorDash's position in food delivery and local commerce, including debates around...
NYSE:LHX
NYSE:LHXAerospace & Defense

L3Harris Wins US$400m THAAD Deal As Valuation Near Fair Value

L3Harris Technologies (NYSE:LHX) has secured a nearly $400 million contract tied to the THAAD missile defense system. The award covers solid rocket boost motors and Liquid Divert and Attitude Control Systems for U.S. missile defense. This new work reinforces the company’s role in key defense programs for the U.S. and allied nations. L3Harris Technologies enters this contract with shares at $345.5 and a value score of 2, suggesting investors may already be pricing in some quality factors...
NasdaqGS:DAWN
NasdaqGS:DAWNBiotechs

A Look At Day One Biopharmaceuticals (DAWN) Valuation As Pipeline Progress And FMR LLC Move Draw Attention

Why Day One Biopharmaceuticals (DAWN) is Back in Focus Day One Biopharmaceuticals (DAWN) is drawing fresh attention after new interest around its cancer drug pipeline and a sizeable position reduction by major shareholder FMR LLC at the end of 2025. See our latest analysis for Day One Biopharmaceuticals. At a recent share price of $11.35, Day One Biopharmaceuticals has a 30 day share price return of 11.71% and a 90 day share price return of 34.96%. Its 1 year total shareholder return of a...
NYSE:UVV
NYSE:UVVTobacco

Should Universal’s Softer Earnings and Dividend‑First Approach Require Action From Universal (UVV) Investors?

In February 2026, Universal Corporation reported that third-quarter 2025 sales fell to US$861.29 million and net income to US$33.25 million, with both basic and diluted earnings per share from continuing operations decreasing versus the prior year, and nine-month results showing similarly lower sales and earnings. Alongside these weaker earnings, the company paid no attention to its previously announced buyback program during the latest quarter while still affirming a US$0.82 quarterly...