U.S. Industrials Stock News

In recent days, several research firms adjusted their views on Paycom Software, with TD Cowen and Citi trimming expectations while BTIG upgraded the stock and Barclays reiterated a mid‑range stance, all against a backdrop of stable but uncertain demand. At the same time, Paycom has been highlighted as a Peter Lynch-style GARP candidate, reflecting steady earnings growth, no interest-bearing debt, and strong profitability that appeal to long-term, growth-at-a-reasonable-price investors...

BNY (BK) recently reported fourth quarter 2025 results that came in ahead of consensus on both revenue and profit, paired with new medium term targets and a fresh dividend declaration that supported a modest share price reaction. See our latest analysis for Bank of New York Mellon. BNY’s latest quarterly beat, dividend declaration and push into tokenized deposits have come against a strong backdrop, with a 90 day share price return of 12.85% and a 1 year total shareholder return of 65.46%...

Why Li Auto’s latest delivery update matters for shareholders Li Auto (NasdaqGS:LI) reported December deliveries of 44,246 vehicles, 109,194 for the fourth quarter, and 1,540,215 for the full year, giving investors fresh data on demand and operational scale. With the share price at US$16.64 and negative returns over the past 3 months and 1 year, this delivery update is an important reference point as you assess how current trading reflects the company’s recent activity. See our latest...

Recently, Jim Cramer described Atlassian as one of the worst performing stocks in the Nasdaq-100 and argued that rapid AI advances are pressuring enterprise software vendors by encouraging companies to build internal tools instead of relying on external collaboration platforms. This criticism puts a spotlight on whether Atlassian’s core value proposition can hold up if customers increasingly favor in-house, AI-enabled solutions over third-party software. We’ll now examine how concerns about...

Blackstone has recently hired advisers to explore selling its UK rental housing platform Leaf Living, which could be valued at more than £1.00 billion, while the US administration directed Fannie Mae and Freddie Mac to purchase US$200.00 billion of mortgage-backed securities to help lower mortgage rates. Together, the potential Leaf Living sale and large-scale US housing support have refocused attention on how Blackstone’s real estate exposure interacts with government policy in the housing...

Automatic Data Processing (ADP) has drawn fresh attention after a recent pullback, with the stock showing negative returns over the past month and past 3 months, putting its long term track record under closer investor scrutiny. See our latest analysis for Automatic Data Processing. At a share price of US$257.07, ADP has seen short term weakness, with a 30 day share price return of a 3.39% decline and a year to date share price return of 1.66%. The 1 year total shareholder return of a 9.92%...

On 13 January 2026, TeraWulf participated in a broad rally among bitcoin mining companies after bitcoin moved above US$92,000, lifting sentiment across the sector. This move highlighted how closely TeraWulf’s market perception remains tied to bitcoin price swings, even as the company expands beyond pure crypto mining. Next, we will examine how bitcoin’s sharp rise, and its effect on miner sentiment, interacts with TeraWulf’s evolving investment narrative. The end of cancer? These 29 emerging...

If you are wondering whether Global Payments is priced attractively today, it helps to look past the headline share price and focus on what the underlying valuation signals are really saying. The stock last closed at US$79.68, with returns of 3.5% over the past week, a 2.9% decline over the past month, a 5.5% gain year to date, and longer term returns of a 24.5% decline over 1 year, a 23.8% decline over 3 years, and a 56.5% decline over 5 years. These mixed returns sit against a backdrop of...

Recent analyst activity around Charles Schwab (SCHW) has drawn fresh attention, as several brokerages reiterated positive recommendations on the stock. This has prompted many investors to reassess how its current share price aligns with their own expectations. See our latest analysis for Charles Schwab. At a share price of $101.18, Charles Schwab has seen a 4.69% 1 month share price return and a 7.26% 3 month share price return, while its 1 year total shareholder return of 41.58% suggests...

If you are wondering whether Bristol-Myers Squibb at around US$55.92 is a bargain or just fairly priced, you are in the right place for a clear look at what you might actually be paying for. The stock has posted returns of 2.8% over the last 7 days, 6.7% over the last 30 days, 4.6% year to date, 5.4% over 1 year, 2.2% over 5 years, and an 11.3% decline over 3 years, which gives mixed signals on how the market has been reassessing its prospects and risks. Recent news coverage has focused on...

Synaptics (SYNA) has drawn fresh attention after Origin AI and Edgecore Networks each announced collaborations that bring its Astra and Veros platforms into smart home applications, AIoT edge hubs, and CES 2026 demonstrations. See our latest analysis for Synaptics. Those Origin AI and Edgecore tie ups arrive as Synaptics’ share price, now at $85.36, shows building momentum, with a 30 day share price return of 10.24% and a 90 day share price return of 22.57%, while the 1 year total shareholder...

Paris Hilton collaboration puts McCormick’s brand in the spotlight McCormick (MKC) has kicked off a two year collaboration with Paris Hilton and her media company, 11:11 Media, tying its spices and seasonings to film and TV inspired food moments through new advertising and content. See our latest analysis for McCormick. While the Paris Hilton tie up is grabbing attention, McCormick’s share price has moved more steadily, with a 3.25% 90 day share price return but a 3.77% 1 year total...

What recent performance says about BigBear.ai Holdings BigBear.ai Holdings (BBAI) has drawn fresh attention after recent trading, with the stock showing a 3.5% decline over the past day and a 5% decline across the past week. Over the past month, the share price shows a 4.5% decline, while the past 3 months reflect a 28.5% decline. This sets a different picture from the 91.5% total return over the past year. See our latest analysis for BigBear.ai Holdings. With the latest share price at $6.09,...

AOP Health US, LLC recently announced that its critical care beta-blocker Rapiblyk (landiolol) is now broadly available across the United States through major distributors, including McKesson Corporation, giving hospitals and health systems easier access via their preferred purchasing channels. This wider distribution highlights McKesson’s role as a key partner in specialty and critical care therapies, reinforcing its position in higher-value pharmaceutical distribution services. With...

If you are wondering whether Visa's current share price offers good value or not, it helps to separate the long term quality story from what the numbers are actually saying today. Visa's share price closed at US$327.88, with returns of an 8.3% decline over 7 days, a 5.7% decline over 30 days, a 5.4% decline year to date, 6.8% over 1 year, 50.4% over 3 years and 68.6% over 5 years. Recent news around the payments sector, including ongoing discussions about competition in card networks and...

In early January 2026, Super Micro Computer announced new AI-powered intelligent in-store retail solutions with partners such as Everseen, Kinetic Vision, and NVIDIA, while also securing a secured revolving credit facility of up to US$2.00 billion with JPMorgan Chase to support working capital and broader corporate needs. Together, these moves highlight Super Micro’s push beyond large AI data centers into edge and retail AI deployments, underpinned by expanded financial flexibility for AI...

Sterling Infrastructure, Inc. recently presented at the 28th Annual Needham Growth Conference at The Lotte New York Palace Hotel in New York, where management also held one-on-one meetings with investors. The event highlighted Sterling’s expanding E-Infrastructure Solutions business, which is benefiting from growing demand for large, mission-critical data center projects and enhanced electrical capabilities following the CEC acquisition. We’ll now examine how Sterling’s strengthening...

Earlier this week, Pfizer used the ASCO Gastrointestinal Cancers Symposium to share positive BREAKWATER trial data for its BRAFTOVI® combination in BRAF V600E metastatic colorectal cancer, while also outlining an expanded obesity program anchored by its Metsera acquisition. Together, the oncology results and obesity push underline Pfizer’s effort to refresh its growth engines as older franchises face rising competitive and patent pressures. We’ll now explore how the stronger BRAFTOVI data,...

Why Shopify is on investor watch now Shopify (SHOP) has been drawing attention after recent share moves, with a 1 day return of about a 0.3% decline and a 7 day return of about a 0.6% decline, focusing investors on current valuation and fundamentals. See our latest analysis for Shopify. While the latest 1 day and 7 day share price returns are slightly negative, Shopify’s 90 day share price return of 7.19% and 1 year total shareholder return of 64.79% indicate momentum that has been building...

Caris Life Sciences (CAI) recently announced a partnership with Everlywell to launch Caris Detect, a multi cancer early detection blood test that uses whole genome sequencing and AI analysis. See our latest analysis for Caris Life Sciences. Despite the Everlywell partnership and recent preliminary 2025 numbers that highlighted revenue growth and higher case volumes, momentum in Caris Life Sciences' share price has been soft. The 90 day share price return is 15.28% and the year to date share...

Conference spotlight and clinical catalyst in focus Upstream Bio (UPB) heads into the 44th Annual J.P. Morgan Healthcare Conference with attention centered on the upcoming Phase 2 VALINAT readout for verekitug, a key clinical event that is shaping current investor interest. See our latest analysis for Upstream Bio. The share price, which last closed at $32.60, has seen a 50.30% 3 month share price return and a very large 1 year total shareholder return. This suggests momentum has been...

Why Valvoline Is On Investors’ Radar Today Valvoline (VVV) has drawn attention after recent share moves, with a 7.1% gain over the past week, a roughly 3% return over the past month, and a decline over the past three months. See our latest analysis for Valvoline. For context, Valvoline’s 1-year total shareholder return of 9.7% decline contrasts with a 5-year total shareholder return of 39.0%. The 10.7% year to date share price return hints at momentum rebuilding after recent weakness. If...

Why InterDigital’s new licensing deal matters for shareholders InterDigital (IDCC) has renewed a worldwide, non-exclusive, royalty bearing license with a major Chinese vendor. This five year agreement covers smartphones and other cellular devices under its core cellular, WiFi, and HEVC patents. See our latest analysis for InterDigital. The renewed licensing deal comes as InterDigital’s share price sits at US$312.01, with a 1 day share price return of 0.94% and a 7 day share price return of...

Micron Technology has begun site preparation and construction for its megafab in Onondaga County, New York, a multi-fab complex that is planned to become the largest semiconductor facility in the United States and focus on advanced memory manufacturing for AI workloads. This megafab, described as the largest private investment in New York state history, reflects how AI-related memory demand is reshaping where and how core chip infrastructure is built. Next, we’ll examine how Micron’s...