U.S. Industrials Stock News

NYSE:PCOR
NYSE:PCORSoftware

A Look At Procore Technologies (PCOR) Valuation After Strong Q4 Beat And 2026 Double Digit Growth Outlook

Procore Technologies (PCOR) shares moved after the company paired a stronger than expected Q4 2025 with new guidance indicating double digit revenue growth in 2026 and increased use of AI across its platform. See our latest analysis for Procore Technologies. The Q4 beat and fresh guidance arrived after a tough stretch, with a 30 day share price return of 23.31% and a 1 year total shareholder return decline of 40.18%. The 1 day share price return of 9.31% hints that sentiment around Procore's...
NasdaqGS:COO
NasdaqGS:COOMedical Equipment

Will Cooper Companies' (COO) Term Loan Extension and Added Flexibility Reshape Its Capital Structure Narrative?

On February 3, 2026, The Cooper Companies, Inc. amended its 2021 Term Loan Agreement, extending the maturity of US$950 million of term loans to February 3, 2031, removing the credit spread adjustment, raising the cap on incremental term loans to the greater of US$1.37 billion or 100% of consolidated EBITDA, and adding optional rating-based pricing. This refinancing package gives Cooper Companies more room to adjust its capital structure and borrowing costs as its business and cash flows...
NYSE:JXN
NYSE:JXNDiversified Financial

A Look At Jackson Financial (JXN) Valuation After TPG’s US$500 Million Investment And Management Agreement

Jackson Financial (JXN) just closed a material deal with TPG Inc., involving a US$500 million common equity investment for roughly 6.5% of the company and a 10 year renewable investment management agreement. See our latest analysis for Jackson Financial. Despite a 1 day share price return of 1.51% lifting the stock to US$113.8, the 7 day share price return of 4.33% and flat 30 day move contrast with a 24.44% 90 day share price return and very strong 3 year total shareholder return of 165.96%...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

US Stock Market Today S&P 500 Futures Climb On Cooling Inflation And Yields

The Morning Bull - US Market Morning Update Monday, Feb, 16 2026 US stock futures are pointing higher this morning, with key contracts on the S&P 500 and Nasdaq up around 0.3% to 0.4%, as investors react to cooler inflation and falling bond yields. Headline US inflation is at 2.4% and core inflation, which strips out food and energy, is at 2.5%, the lowest since March 2021, indicating that the cost of living is still rising but more slowly. The 10 year US Treasury yield is near 4.07%, which...
NasdaqGS:AVPT
NasdaqGS:AVPTSoftware

A Look At AvePoint (AVPT) Valuation As New AI Governance And Data Protection Tools Roll Out

AvePoint (AVPT) has put its agentic AI governance work front and center, rolling out new risk definitions for AI agents and broader data protection across multi SaaS, IaaS, and PaaS sources. See our latest analysis for AvePoint. The new AI governance launch comes after a tough run for the shares, with a 30 day share price return of 16.72% and a year to date share price return showing a 20.12% decline, while the 1 year total shareholder return reflects a 45.68% decline and the 3 year total...
NasdaqGM:LNTH
NasdaqGM:LNTHMedical Equipment

A Look At Lantheus Holdings (LNTH) Valuation As Legal Probes Follow Pylarify Revenue And Guidance Concerns

Investigation and legal overhang come into focus Kahn Swick & Foti, LLC has launched an investigation into Lantheus Holdings (LNTH) after disclosures of reduced Pylarify revenue and lowered full year guidance. This development adds to an existing securities class action tied to these issues. See our latest analysis for Lantheus Holdings. At a share price of $69.38, Lantheus Holdings has a 90 day share price return of 29.68% and a 1 year total shareholder return decline of 13.21%. Recent...
NYSE:USPH
NYSE:USPHHealthcare

How Investors Are Reacting To U.S. Physical Therapy (USPH) NYU Langone 10-Year Clinic Alliance

In early February 2026, U.S. Physical Therapy announced that its subsidiary Metro Physical & Aquatic Therapy entered a 10-year alliance with NYU Langone Health, bringing 60 Long Island and New York metropolitan outpatient clinics into NYU Langone's clinical services network. This long-term partnership links a large regional clinic footprint with a major academic health system, potentially reshaping U.S. Physical Therapy's role in a key higher-reimbursement geography. Next, we'll examine how...
NasdaqGS:ISSC
NasdaqGS:ISSCAerospace & Defense

The Bull Case For Innovative Aerosystems (ISSC) Could Change Following Strong Q1 FY26 Earnings Beat - Learn Why

Innovative Aerosystems, Inc. reported past first-quarter fiscal 2026 results with revenue rising to US$21.81 million and net income to US$4.06 million, alongside higher basic and diluted earnings per share from continuing operations versus a year earlier. The company linked this step-up in profitability to growing commercial and defense demand, progress on new avionics platforms like UMS2 and Liberty Flight Deck, and infrastructure expansions that support its longer-term revenue and margin...
NYSE:RNR
NYSE:RNRInsurance

Did RenaissanceRe’s Bigger Dividend and Buybacks Just Shift RNR’s Capital-Return-Driven Investment Narrative?

RenaissanceRe Holdings' board has increased its quarterly dividend to US$0.41 per share, up from US$0.40, and completed recent share repurchases totaling more than US$900.00 million, with the higher dividend payable on March 31, 2026 to shareholders of record on March 13, 2026. These steady dividend increases for over three decades, combined with sizable buybacks in late 2025 and early 2026, highlight management’s consistent emphasis on returning capital to shareholders alongside recent...
NasdaqCM:ATOM
NasdaqCM:ATOMSemiconductor

Is Atomera’s (ATOM) MST Progress With Gate-All-Around Tech Reframing Its Core Investment Story?

In February 2026, Atomera Incorporated reported fourth-quarter 2025 sales of US$50,000 with a net loss of US$4.43 million, and full-year 2025 sales of US$65,000 with a net loss of US$20.17 million, alongside updated Delaware law-aligned bylaws. Alongside these results, Atomera highlighted progress integrating its MST technology into advanced Gate-All-Around transistor structures and GaN-on-silicon applications, supported by a new major equipment OEM partnership and collaborations with...
NYSE:ROK
NYSE:ROKElectrical

Rockwell Automation (ROK) Valuation Check After Earnings Beat And Raised Full Year Guidance

Rockwell Automation (ROK) is back in focus after its latest quarter showed revenue of US$2,105 million and net income of US$305 million, alongside a modest uptick in full year earnings guidance. See our latest analysis for Rockwell Automation. The earnings beat, raised full year guidance and ongoing buybacks have come alongside a 1 year total shareholder return of 36.15% and a 5 year total shareholder return of 75.37%. The current share price of US$394.37 follows a recent 7.75% 90 day share...