U.S. Industrials Stock News

MARA Holdings (MARA) is back in focus after Morgan Stanley initiated coverage with an Underweight rating, highlighting the company’s limited owned power capacity and significant exposure to the volatile bitcoin mining business. See our latest analysis for MARA Holdings. The Morgan Stanley call comes after a sharp reset in recent months. The 30 day share price return is 30.28% and the 90 day share price return is 31.19%, leaving the stock at US$7.92. This comes even though the 3 year total...

Sable Offshore Corp. recently filed for a follow-on equity offering of US$250 million in common stock through an at-the-market program. This at-the-market structure gives the company flexibility to raise capital gradually, which can influence how investors assess its funding plans and balance sheet evolution. We will now examine how this flexible US$250 million at-the-market equity raise shapes Sable Offshore’s investment narrative and risk profile. Uncover the next big thing with 29 elite...

HA Sustainable Infrastructure Capital (HASI) has drawn fresh investor attention after reporting fourth quarter and full year 2025 results that topped revenue expectations, supported by record transaction volumes and renewable energy partnerships. See our latest analysis for HA Sustainable Infrastructure Capital. The earnings beat, record US$4.3b in 2025 transactions and the new quarterly dividend of US$0.425 per share appear to have shifted sentiment. A 20.3% 90 day share price return and a...

Bain Capital plans to sell a significant portion of its stake in Coherent, reshaping the shareholder mix at NYSE:COHR. Coherent received six awards in the 2026 Lightwave Innovation Reviews for its optical networking and photonics products. These developments coincide with a current share price of $217.23 and notable share price moves over the past year. For investors following Coherent, the twin updates on ownership and product recognition arrive after a very large 1-year return and a...

In early January 2026, law firm Pomerantz LLP began investigating First Solar over potential securities fraud and unlawful business practices after a Jefferies downgrade that cited lowered guidance, significant de-bookings, and expected margin pressure into 2025. The combination of a legal probe and questions about future profitability is adding an extra layer of uncertainty to an already policy-sensitive solar manufacturer. Next, we’ll examine how the securities fraud investigation and...

Expanded Google Cloud partnership reframes Five9’s AI story Five9 (FIVN) is back in focus after expanding its partnership with Google Cloud, rolling out a joint Enterprise CX AI solution that ties Five9’s Intelligent CX Platform to Google’s Gemini Enterprise and Vertex AI. The launch comes as the stock trades near recent lows and SaaS peers face sector headwinds. It gives investors fresh information to weigh around Five9’s role in AI driven customer experience software and how that might...

Recent analyst upgrades have pushed CrowdStrike Holdings (CRWD) back into focus, with HSBC’s move to a Buy rating highlighting refreshed confidence in its cloud-native, AI-driven security platform and its role in endpoint and identity protection. See our latest analysis for CrowdStrike Holdings. The recent HSBC upgrade and news around partnerships with NordVPN and Aramco come after a mixed period for the stock. A 1 day share price return of 4.4% and a 7 day share price return of 8.63%...

Sagil Capital LLP’s new position in Aura Minerals (NasdaqGS:AUGO), roughly 156,000 shares worth about US$7.86 million, has put fresh attention on the miner following a very large share price move after its listing. See our latest analysis for Aura Minerals. The recent Sagil purchase comes on top of sharp share price momentum, with a 1 month share price return of 20.16% and a 90 day move of 108.89%. The 1 year total shareholder return of over 4x and the very large 3 and 5 year total...

In early February 2026, Corteva, Inc. reported fourth-quarter 2025 results showing quarterly sales of US$3,910 million and a net loss of US$552 million, alongside full-year 2025 sales of US$17.40 billion and net income of US$1.09 billion, and issued 2026 operating EPS guidance of US$3.45–US$3.70 per share. On the same day, UBS downgraded Corteva to a neutral stance as the company prepares to split its seed and crop protection businesses by early 2027, highlighting execution risks and higher...

If you are wondering whether Allegiant Travel's current share price really reflects its underlying worth, you are not alone. That is exactly what this article will unpack. The stock last closed at US$111.30, with returns of 23.7% over 30 days, 26.5% year to date, 33.7% over 1 year, 14.7% over 3 years, and a 52.6% decline over 5 years. Taken together, these figures paint a mixed picture of recent performance and shifting risk perceptions. Recent news around Allegiant Travel has focused on its...

In early February 2026, a wave of brands including Wavytalk, being, Bloomeffects, Make Time Wellness, CNP, Mediheal, and SickScience expanded onto Ulta Beauty’s online and in-store platforms, broadening its assortment across haircare, skincare, and wellness. This cluster of launches highlights Ulta Beauty’s push into science-led, wellness-forward, and clinically oriented beauty solutions that could strengthen its relevance with ingredient-conscious consumers. We’ll now explore how Ulta...

In recent weeks, Seagate Technology Holdings highlighted rising demand for its high-capacity drives tied to AI and cloud workloads, projected third-quarter revenue above prior consensus, and moved to exchange US$600 million of 3.50% exchangeable senior notes due 2028 for cash and ordinary shares, with the exchanged notes to be retired. Together with ongoing qualification of its HAMR-based Mozaic products at major cloud customers, these actions underline how Seagate is aligning its balance...

Why Global Net Lease is on investors’ radar Global Net Lease (GNL) has drawn attention after recent share price moves, with the stock showing positive returns over the past month and past 3 months, prompting investors to reassess its income focused real estate profile. See our latest analysis for Global Net Lease. Those recent gains sit within a wider recovery story, with an 11.68% year to date share price return and a 52.98% total shareholder return over the past year suggesting improving...

USA Rare Earth (NasdaqGM:USAR) has entered into a landmark partnership with the U.S. government that includes significant funding support. As part of the agreement, the government plans to take an equity stake in the company. The funding is intended to accelerate development of a domestic rare earth mine and magnet manufacturing facility. For investors watching USA Rare Earth at a current share price of $19.395, this government partnership represents a material shift in how the company is...

Inflation Surprise Lifts Pure Storage Shares Pure Storage (PSTG) moved higher after a softer than expected Consumer Price Index report, as moderating inflation raised investor expectations for potential Federal Reserve interest rate cuts that can sometimes support growth focused technology names. See our latest analysis for Pure Storage. That inflation driven move slots into a mixed recent pattern, with a 1 day share price return of 4.29% and 7 day share price return of 4.03% sitting against...

Dividend decision and mixed signals draw attention to APA (APA) APA (APA) is back in focus after its board reaffirmed a regular cash dividend of $0.25 per share, payable on May 22, 2026, to shareholders of record on April 22, 2026. This steady payout comes as the stock has recently outperformed the broader market and ahead of a February 25 earnings release, where expectations point to softer earnings per share and revenue compared with the prior year. See our latest analysis for APA. At a...

In early February 2026, UGI Corporation reported first-quarter 2026 results showing higher sales of US$2,083 million but lower net income of US$297 million year over year, affirmed its US$0.375 quarterly dividend, completed a US$206.18 million share repurchase program, and appointed Sidd Manjeshwar as its first Chief Strategy Officer. At the same time, UGI was highlighted by an investment fund for improved financial strength and an upgraded long-term earnings growth outlook, pointing to...

MDU Resources Group (MDU) stock is in focus after the utility reported fourth quarter results that missed Wall Street’s revenue and adjusted EBITDA expectations, as higher operating costs weighed on its electric business. See our latest analysis for MDU Resources Group. Despite the disappointing quarter, the share price has held reasonably firm, with a year to date share price return of 4.68% and a 1 year total shareholder return of 27.97%. This points to some underlying investor confidence,...

CNH Industrial recently highlighted its India-built farm mechanisation portfolio at its advanced Pune plant and, on 17 February 2026, reported fourth-quarter earnings that investors had been closely awaiting for clues on margin recovery and finance-arm performance. The Pune facility’s role as a hub for locally engineered, India-specific equipment underlines how CNH is using emerging-market manufacturing depth to support both domestic demand and export opportunities. We’ll now examine how...

North of South Capital reduced its stake in Vipshop Holdings in the fourth quarter. The move affects institutional ownership of Vipshop Holdings, ticker NYSE:VIPS. Vipshop continues to report profitability and run share buybacks despite the position cut. For you as a shareholder or watcher of NYSE:VIPS, this shift in ownership comes with a mixed backdrop. The stock closed at $17.54, with a 1 year return of 18.2% and a 3 year return of 35.3%. The 5 year return shows a 48.6% decline. Short...

Circle Internet Group: Stock Moves After Recent Trading Swings Circle Internet Group (CRCL) has drawn fresh attention after a sharp mix of short term gains and recent declines, with the stock up over the past week but down over the past month. See our latest analysis for Circle Internet Group. The recent 1 day share price return of 6.02% and 7 day share price return of 5.26% come after a 30 day share price return of negative 23.62% and year to date share price return of negative 28.07%. This...

LuxExperience B.V (LUXE) is back in focus after a cluster of analyst upgrades and fresh coverage, supported by robust reported sales, improving profitability in core brands, and ongoing progress on its multi year transformation plan. See our latest analysis for LuxExperience B.V. The 7 day share price return of 41.45% and 30 day share price return of 29.43% suggest strong short term momentum, even though the 1 year total shareholder return is a 5.32% loss and the 5 year total shareholder...

In February 2026, H World Group Limited launched Hanting Inn, a new economy hotel brand with lower investment thresholds, simplified construction, and flexible property formats to accelerate an asset-light rollout into lower-tier Chinese cities and price-sensitive markets. By targeting conversions of existing properties and leveraging its more than 300 million-member loyalty ecosystem, H World Group is using Hanting Inn to extend the Hanting family’s reach while keeping capital intensity low...

W. R. Berkley Corporation recently declared a regular quarterly cash dividend of US$0.09 per share, payable on March 4, 2026 to shareholders of record on February 23, 2026, and earlier this week participated in UBS and Bank of America financial services conferences in Florida. Against this backdrop, recent 13D filings revealing an investor crossing the 5% ownership threshold have drawn attention to potential shifts in W. R. Berkley’s corporate priorities and oversight. We will now examine...