U.S. Industrials Stock News

Tenable Holdings (TENB) has quietly slid over the past year, with the stock down about 38% while still growing revenue near 7% and sharply improving its bottom line. That mix sets up an interesting value debate. See our latest analysis for Tenable Holdings. That weak 1 year total shareholder return of around negative 38 percent, on top of a roughly 32 percent year to date share price decline, suggests sentiment has been fading even as Tenable talks up steady cyber exposure demand and...

CenterPoint Energy (CNP) just stepped into the AI spotlight as a founding partner in Palantir’s new Chain Reaction platform, positioning itself at the center of how future data center power demand gets managed. See our latest analysis for CenterPoint Energy. That AI partnership comes on top of a solid year for the stock, with a roughly 22% year to date share price return and a 1 year total shareholder return of about 24%, suggesting momentum is quietly building as investors reassess...

Gorman-Rupp (GRC) just picked up fresh buy ratings, including an upgrade from hold, signaling growing confidence in the pump maker’s outlook and putting the stock’s recent climb back on investors’ radar. See our latest analysis for Gorman-Rupp. The latest bullish calls come as Gorman-Rupp’s share price has quietly climbed to $46.25, with a solid year-to-date share price return of roughly 24 percent and a standout three year total shareholder return near 85 percent. This suggests momentum is...

TTM Technologies (TTMI) has quietly turned into a strong performer, with the stock up about 11% over the past month and roughly 57% in the past 3 months, drawing fresh attention from growth focused investors. See our latest analysis for TTM Technologies. That surge in momentum has not come out of nowhere, with a powerful year to date share price return of around 200% and a five year total shareholder return above 450% suggesting investors are rapidly re rating TTM’s growth and risk...

In early December 2025, Tilray Brands implemented a 1-for-10 reverse stock split of its common shares, shrinking the float to roughly 116 million and helping the company remain compliant with Nasdaq’s minimum bid-price rules while trimming some administrative costs. At the same time, Tilray is pushing harder into beverages and hemp-derived THC drinks with a curated 2025 holiday lineup, underscoring its effort to diversify beyond core cannabis amid shifting regulations and consumer...

Neurocrine Biosciences (NBIX) just shared a key clinical update, revealing that its investigational depression drug NBI-1070770 missed the primary efficacy endpoint in a Phase 2 trial, raising new questions about the company’s broader pipeline strategy. See our latest analysis for Neurocrine Biosciences. Despite the setback, Neurocrine’s share price has held up reasonably well, with the stock at $155.51 and showing a 90 day share price return of 8.14 percent. Its 1 year total shareholder...

If you are wondering whether Ford Motor at around $13 a share is still a value play or if the easy money has already been made, you are not alone. That is exactly what we are going to unpack here. Despite a dip of around 1.9% over the last week and 1.4% over the last month, Ford is still up 35.0% year to date and 33.2% over the past year, hinting that market sentiment has shifted meaningfully in its favor. Recent headlines around Ford have centered on its evolving electric vehicle strategy,...

International Flavors & Fragrances Inc. recently implemented the Colibri robotic dosing system at its Chin Bee, Singapore facility, enabling on‑demand fragrance sample production in minutes and increasing capacity to 200 batches in an eight‑hour shift. This automation push in Greater Asia, alongside existing Colibri deployments in Europe, materially tightens IFF’s innovation cycle from concept to customer trial. Now, we’ll examine how this new automation-driven speed in fragrance development...

Cintas recently reported past-quarter results with earnings per share of US$1.20 on revenue of US$2.72 billion, topping forecasts, while raising full-year guidance for both earnings and sales. The company also authorized a new US$1.00 billion share repurchase program alongside existing capacity, reinforcing management’s confidence in its long-term outlook and capital return plans. Now we’ll consider how the upgraded guidance and fresh US$1.00 billion buyback authorization could reshape...

Carter's (CRI) has quietly drifted lower this year, leaving the stock down sharply even as its latest quarter showed flat revenue but improving earnings. That disconnect is exactly what makes the setup interesting now. See our latest analysis for Carter's. At around $31.87, Carter's has seen its share price return fall sharply year to date while still posting a solid 90 day share price return. This suggests sentiment may be stabilizing as investors refocus on earnings resilience rather than...

Earlier this month, BlackRock expanded its outcome ETF suite by launching the iShares Nasdaq Premium Income Active ETF (BALQ), which combines Nasdaq 100 equity exposure with an options overlay to target current income for investors. This move underscores BlackRock’s push to grow outcome-oriented, income-focused ETFs by using its large systematic investing platform and options-writing expertise to address evolving portfolio needs. We’ll now explore how BlackRock’s push into premium income,...

Analyst upgrade sparks renewed interest CVB Financial (CVBF) just picked up a Zacks Rank #2 Buy upgrade, a move that underscores improving earnings expectations and helps explain why investors are taking a fresh look at the regional bank stock. See our latest analysis for CVB Financial. The upgrade lands as CVB Financial’s share price has shown a modest rebound recently, with a 1 month share price return of 4.22 percent, but a weaker year to date share price return of 6.43 percent and a 1...

Marriott Vacations Worldwide (VAC) is back in focus after mixed Q3 2025 results, where earnings beat expectations but revenue slipped, and management tightened 2025 guidance while touting sizable modernization-driven EBITDA gains. See our latest analysis for Marriott Vacations Worldwide. The Q3 update seems to have sparked a short term rethink. A roughly 17% 1 month share price return has partially clawed back a much weaker year to date share price trend and heavy multi year total shareholder...

Albany International Corp. recently declared a quarterly dividend of US$0.28 per share and earlier announced it is reviewing options, including a possible sale, for its Amelia Earhart Drive structures assembly facility in Salt Lake City, which has drawn interest from more than ten private equity investors. The potential divestiture of this facility could lift the Albany Engineered Composites segment’s Adjusted EBITDA margin into the mid to high teens, reshaping the company’s earnings mix and...

Interest in Linde (LIN) has spiked after Jim Cramer called the stock "nothing but nastiness" during its recent slide. At the same time, a new bullish analyst initiation and a fresh 364 day credit facility have reshaped the narrative. See our latest analysis for Linde. Despite the negative headlines, Linde’s recent slide, including a roughly 15.8% 90 day share price return and a 9.9% 1 year total shareholder return, looks more like cooling momentum after a strong multi year run than a broken...

REV Group (REVG) just caught traders attention after a sharp drop in short interest. This shift helped push the stock higher as bearish positions were reduced and some investors moved to cover. See our latest analysis for REV Group. That short-covering pop comes on top of a powerful backdrop, with a year to date share price return of 77.1 percent and a five year total shareholder return of 625.08 percent. This suggests momentum is still very much on the front foot. If this kind of rerating...

Earlier this month, Lemonade, Inc. raised its full-year 2025 guidance for in-force premiums and revenue and reiterated its goal of achieving EBITDA profitability by 2026, while also cutting its quota-share reinsurance dependence from 55% to 20% to retain more premium on its own balance sheet. This shift toward lower reinsurance use signals growing confidence in Lemonade’s AI-driven risk models and capital position, potentially amplifying both its growth prospects and exposure to insurance...

In November 2025, NextDecade Corporation initiated the pre-filing process with the Federal Energy Regulatory Commission for a proposed sixth liquefaction train and additional marine berth at its Rio Grande LNG facility, with a full application expected in 2026. This early regulatory step signals that NextDecade is actively planning to expand export capacity at one of its key LNG projects, potentially reshaping its long-term infrastructure profile. Next, we’ll examine how this planned sixth...

Recent analyst commentary has highlighted ACV Auctions' digital-first marketplace and AI-powered inspection tools as key strengths supporting its effort to modernize wholesale used vehicle trading between dealers. Analysts are emphasizing that ACV’s technology leadership and expansion into services like transport, data, and capital could materially reshape how dealers transact and manage inventory. Next, we’ll examine how this renewed focus on ACV’s AI-driven inspection capabilities may...

Weyerhaeuser (WY) is stepping into its upcoming investor day with a lot riding on the message. Management plans to spell out financial targets through 2030, just as housing and lumber weakness weighs on the stock. See our latest analysis for Weyerhaeuser. Despite solid annual revenue and net income growth, the share price has struggled, with a year to date share price return of minus 22.5 percent and a one year total shareholder return of minus 28.4 percent, signaling fading momentum even as...

On December 4, 2025, Argan, Inc. reported third-quarter fiscal 2026 results with sales of US$251.15 million, net income of US$30.74 million, and diluted EPS from continuing operations of US$2.17, while also highlighting a record project backlog of about US$3.00 billion. Beyond the earnings beat, Argan’s combination of a growing backlog, higher margins, and a third consecutive annual dividend increase underscores how its power infrastructure projects are translating into stronger cash...

Royalty Pharma recently agreed to provide US$275 million in synthetic royalty funding to Denali Therapeutics tied to future net sales of tividenofusp alfa for Hunter syndrome, including a US$200 million upfront payment and a contingent US$75 million upon potential European approval by the end of 2029. This funding, combined with Royalty Pharma’s latest quarter showing growing portfolio receipts and higher full-year guidance, highlights how the company is using its cash flow strength to...

Littelfuse recently reported its third-quarter results, delivering revenue of US$624.6 million, up 10.1% year on year, while meeting overall analyst expectations and surpassing estimates in key areas like Electronics revenue and adjusted operating income. Management’s emphasis on solid execution amid mixed market conditions highlights the company’s operational resilience, which may influence how investors view its longer-term earnings potential. We’ll now examine how this...

The recent FDA approval of zanidatamab for HER2 positive biliary tract cancer has pushed Zymeworks (ZYME) into the spotlight. Upcoming conference presentations will give investors more to consider regarding its pipeline and strategy. See our latest analysis for Zymeworks. That backdrop helps explain why Zymeworks' share price return has surged, with an 80.58 percent year to date gain and a 62.15 percent 1 month move. Its 3 year total shareholder return of 297.76 percent signals strong,...