U.S. Industrials Stock News

If you are wondering whether Generac Holdings at around US$168 per share still offers value, you are not alone. This article focuses squarely on what the current price might be implying. The stock has seen mixed returns, with a 23.2% gain over 30 days, a 2.9% decline over 7 days, and returns of 19.1% year to date and 12.5% over 1 year, alongside a 37.2% gain over 3 years and a 37.9% decline over 5 years. Recent coverage of Generac has centered on its role in backup power and energy...

If you are wondering whether Core Natural Resources at around US$95.38 still offers value or if most of the opportunity is already reflected in the price, you are not alone. The stock has seen a 3.9% decline over the last 7 days, a 7.8% return over 30 days, 6.1% year to date, 6.2% over 1 year and a very large 5 year return, which can signal shifting views on its growth potential and risk. Recent coverage has focused on Core Natural Resources because it is a widely followed energy name with a...

SolarEdge Technologies, Inc. recently began exporting U.S.-manufactured single-phase residential inverter products from its Austin, Texas facility to key European markets, while preparing to ship commercial and industrial solar products from Florida in early 2026. At the core of this move is its new “single SKU” (MultiRange) inverter concept, which consolidates power classes into one unit to streamline logistics, inventory management and installation for installers and distribution...

In late January 2026, UBS began coverage of Zai Lab Limited, highlighting the company’s evolution from a China-focused commercial player into a broader global innovation platform in oncology and immunology. UBS framed Zai Lab as a distinct biopharma platform whose combination of China-based operations and fully owned global pipeline assets could reshape its development path over the coming years. Next, we’ll examine how UBS’s focus on Zai Lab’s global innovation ambitions influences the...

Tapestry (TPR) has been drawing interest after recent share price moves, with the stock showing mixed returns over the past week, month and past 3 months as investors reassess its luxury retail exposure. See our latest analysis for Tapestry. Despite a softer 7 day share price return of 2.41% and a 1 day decline, the 90 day share price return of 15.56% alongside a 1 year total shareholder return of 76.8% suggests momentum has generally been building for Tapestry. If Tapestry has you thinking...

NXP Semiconductors is in focus ahead of its February 2, 2026 earnings release, as analysts highlight expected year-over-year growth in earnings and revenue alongside strength in Automotive and Industrial & IoT segments. At the same time, rising short interest, mixed views on cyclicality, and a Strong Buy analyst consensus underline the divergent investor opinions shaping sentiment around the stock. We’ll now examine how this mix of earnings expectations and debate over NXP’s cyclical profile...

If you are wondering whether Jazz Pharmaceuticals at around US$164 a share offers good value today, you are not alone. This article is designed to help you frame that question clearly. The stock has had mixed recent returns, with a 32.3% gain over the past year alongside declines of 2.5% over the last week, 3.2% over the last month, and 5.0% year to date. This can change how investors think about both opportunity and risk. Recent coverage of Jazz Pharmaceuticals has focused on the company as...

Jefferies Financial Group: Why The Stock Is On Investors’ Radar Jefferies Financial Group (JEF) has drawn fresh attention after a mixed run in recent months, with the share price showing a small decline over the past month but a double digit gain over the past 3 months. For investors tracking diversified financials, that split performance sits beside Jefferies’ latest reported annual revenue of US$7,343.8m and net income of US$635.2m. Together, these figures offer a clearer sense of the scale...

Why Ovintiv Is On Investors’ Radar Today Ovintiv (OVV) has been drawing fresh attention after a period of solid share price performance, with returns over the month, past 3 months and past year outpacing its year to date move. See our latest analysis for Ovintiv. The recent 10.9% 1 month share price return, on top of a 15.9% 3 month share price gain and a 162.4% 5 year total shareholder return, points to momentum that has built up over time rather than appearing suddenly. If Ovintiv’s move...

Why Casella Waste Systems Is On Investors’ Radar Today Casella Waste Systems (CWST) has drawn fresh attention after recent share price moves, with the stock closing at US$100.88. That price, combined with its recent returns, is prompting a closer look at the waste services provider. See our latest analysis for Casella Waste Systems. While the share price has slipped in the last week, with a 7 day share price return of 4.66% and a 1 day decline of 2.34%, the 90 day share price return of 13.9%...

A sector wide sell off in software stocks, sparked by mixed earnings and outlooks from SAP and ServiceNow, weighed on Zeta Global Holdings (ZETA). The stock declined alongside peers as sentiment turned cautious. See our latest analysis for Zeta Global Holdings. At a share price of $18.58, Zeta Global’s recent 1 day share price decline of 4.57% and 7 day share price decline of 14.57% sit against a 3 year total shareholder return of 89.59%. This suggests that long term holders have still seen...

Block (NYSE:XYZ) is partnering with 7 Leaves Cafe on a national rollout of its commerce and payment platform across the cafe chain's US locations. The company has also opened a new office in Dublin as part of its plan to expand its presence and product development efforts in Europe. Block enters this news cycle with its shares at $60.43 and a mixed recent track record, including a 7 day return of 9.6% decline and a 1 year return of 33.5% decline. Over longer periods, the stock shows a 3...

Lucid Group recently reported that its Lucid Air Grand Touring achieved the longest range in the 2026 Norges Automobil-Forbund Winter Test, covering 520 kilometers in extreme cold without charging, underscoring its proprietary electric powertrain capabilities. This technical milestone arrives as investors remain focused on Lucid’s continued operating losses and repeated equity funding from Saudi Arabia’s Public Investment Fund, raising questions about how technology leadership fits with its...

AXIS Capital Holdings Limited recently reported its fourth-quarter and full-year 2025 results, with revenue rising to US$1,734.43 million for the quarter and US$6.56 billion for the year, while quarterly diluted EPS from continuing operations increased to US$3.67 and full-year diluted EPS held steady at US$12.35. The company paired record gross written premiums of US$9.60 billion and an 18% year-on-year increase in diluted book value per share with the completion of a US$291.53 million share...

Envista Holdings, NYSE:NVST, is seeing weaker returns on capital from its recent growth push. The company is finding it harder to defend market share in core dental equipment and technology lines. These shifts are raising questions about the durability of its traditional profit engines. Envista Holdings, NYSE:NVST, sits at a current share price of $23.47 after a mixed run, with the stock up 14.4% over the past year but down 43.0% over three years and 37.7% over five years. That kind of...

Western Alliance Bancorporation recently reported its fourth-quarter 2025 results, with net interest income rising to US$766.2 million and net income reaching US$286.1 million, alongside higher net loan charge-offs of US$44.6 million. Along with these record quarterly figures, the bank completed a share repurchase of 800,000 shares and strengthened its cyber risk oversight by appointing veteran security executive Stephen McMaster as Chief Information Security Officer. With these developments...

If you are wondering whether TAL Education Group's current share price reflects its true worth, you are not alone. This article is built to help you put a number around that question. The stock last closed at US$12.70, with returns of 13.5% over 7 days, 16.4% over 30 days, 10.5% year to date, 3.8% over 1 year, 87.3% over 3 years and an 84.2% decline over 5 years. Recent news around TAL has focused on the company finding its footing within China's evolving after school tutoring rules and...

Dime Community Bancshares (DCOM) just paired a robust fourth quarter with a $40 million subordinated debt redemption plan and a reauthorized share repurchase program, providing investors with fresh information on capital use and earnings power. See our latest analysis for Dime Community Bancshares. The recent capital actions and strong Q4 come after a period of strengthening share price momentum, with a 30 day share price return of 13.06% and a 90 day share price return of 29.60%, while the 1...

Recent performance snapshot Flywire (FLYW) has drawn investor attention after a stretch of weaker share performance, with the stock showing a 2.4% decline over the past day and a 34.8% decline over the past year. Over the past month, Flywire has recorded an 11.0% decline. The past 3 months show a 5.4% decline and the year-to-date return is a 9.4% decline, all measured against a last close of US$12.60. See our latest analysis for Flywire. For Flywire, the weak 1 year total shareholder return...

In January 2026, Sovereign AI selected Accenture and Palantir Technologies to help build and scale next-generation, sovereign-grade AI data centers across EMEA, while HD Hyundai deepened its group-wide rollout of Palantir’s Foundry and Artificial Intelligence Platform in Korea. Together, these collaborations highlight how Palantir’s software is becoming embedded in critical national and industrial AI infrastructure, spanning energy, shipbuilding, robotics, and security-sensitive data...

Schneider National (SNDR) has wrapped up FY 2025 with fourth quarter revenue of US$1.4 billion and basic EPS of US$0.13, alongside net income of US$22.1 million. This sets the tone for a year where trailing twelve month revenue reached US$5.7 billion and EPS came in at US$0.59. Over recent quarters the company has reported revenue in a range between US$1.3 billion and US$1.5 billion, with quarterly EPS moving between roughly US$0.11 and US$0.21. For investors, the key question now is how...

TransDigm Group (TDG) has drawn investor attention after recent share price moves, with the stock closing at $1,427.54. The company’s returns over the past month and past 3 months highlight its recent trading momentum. See our latest analysis for TransDigm Group. The recent 7.35% 1 month share price return and 9.10% 3 month share price return suggest momentum is building again, while the 12.74% 1 year total shareholder return and very large 3 and 5 year total shareholder returns point to...

Why Gotham’s short report has become a key issue for Carvana (CVNA) Multiple short seller reports accusing Carvana (CVNA) of inflating 2023 to 2024 earnings by over US$1b through related party dealings with DriveTime and other family controlled entities have turned the stock into a real battleground. Carvana firmly rejects the claims. Several Wall Street firms question Gotham City Research’s assumptions, leaving you to weigh headline grabbing allegations against disclosed financials, recent...

If you are wondering whether IDEAYA Biosciences is trading at a fair price or not, you are in the right place because this article focuses squarely on what you are paying versus what you are getting. Despite some recent volatility, with the share price at US$32.19 and returns of 7.5% decline over 7 days, 6.9% decline over 30 days and 4.9% decline year to date, the stock still shows a 32.2% return over 1 year, 83.3% over 3 years and 67.2% over 5 years. Recent company specific developments and...