U.S. Industrials Stock News

Southern’s recent performance snapshot Southern (SO) has drawn fresh attention after a steady run in its share price, with the stock up 0.4% over the past day, 1.8% over the past week and 3.6% over the past month. See our latest analysis for Southern. That recent upward move sits against a mixed backdrop, with a 90 day share price return of 9.2% decline but a 1 year total shareholder return of 9.4% and 5 year total shareholder return of 79.1%, suggesting long term holders have still seen...

Dollar Tree (DLTR) has drawn investor attention after a strong past 3 months, with the share price up about 46%. This has prompted a closer look at how its current valuation lines up with fundamentals. See our latest analysis for Dollar Tree. The recent 90 day share price return of 46.4%, alongside a 1 year total shareholder return of 98.7%, suggests momentum has picked up, even though the 3 year total shareholder return of a 1.1% decline shows the longer term picture has been more mixed. If...

Evercore (EVR) has been active on the corporate development front, securing an Arranging License in Saudi Arabia for a new Riyadh office while also adding senior managing directors to its financial sponsors group in London and New York. See our latest analysis for Evercore. These hires and the Riyadh expansion sit alongside a strong price move, with the share price at US$383.12 and a 30 day share price return of 13.61%, helping to extend a 1 year total shareholder return of 38.83% and a very...

KBR (KBR) has caught fresh attention after Coastal Bend LNG selected the company, alongside Tecnicas Reunidas, to lead front-end engineering and design for a planned Texas Gulf Coast LNG export facility. See our latest analysis for KBR. The Coastal Bend LNG win comes on top of fresh contracts with the Missile Defense Agency and the U.S. Geological Survey, and the share price has reflected that interest, with a 1 month share price return of 5.61% and year to date share price return of 11.03%,...

Commvault’s new Unified Data Vault and why it matters for CVLT stock Commvault Systems (CVLT) has drawn investor interest after announcing Commvault Cloud Unified Data Vault, a cloud-native service that extends its air-gapped protection to S3-based application and AI data. The launch ties S3 workloads into a single, policy-driven framework with immutable, agentless backups. It is designed to simplify protection for modern and custom enterprise workloads across cloud environments. See our...

MYR Group’s subsidiary Sturgeon Electric recently completed the largest standalone battery storage facility in Arizona, underscoring its role in complex electrical and critical power infrastructure projects across North America. This milestone highlights how MYR Group is participating in the build-out of large-scale battery storage, an area closely tied to grid resilience and electrification trends. We’ll now examine how delivering Arizona’s largest battery storage facility fits into MYR...

Dividend and downgrade put Kaiser Aluminum in focus Kaiser Aluminum (KALU) is drawing attention after a Wells Fargo downgrade on substitution and valuation concerns, along with a declared quarterly dividend of US$0.77 per share payable on February 13, 2026. See our latest analysis for Kaiser Aluminum. Despite the downgrade, investor interest has stayed strong, with Kaiser Aluminum’s share price at US$131.22 and a 90 day share price return of 68.08%, while the 1 year total shareholder return...

State Street Corporation recently launched its Digital Asset Platform, a secure, scalable infrastructure designed to support tokenized money market funds, ETFs, deposits and stablecoins across public and private permissioned blockchains for institutional clients. This build-out effectively makes State Street a key infrastructure provider linking traditional custody and fund services with on-chain wallet, cash, and compliance capabilities in one integrated stack. Now we’ll explore how this...

Recently, SkyWater Technology reported quarterly revenue of US$150.74 million, a year-over-year increase of 60.7%, with earnings per share rising to US$0.24 from US$0.08, exceeding analyst expectations. This combination of rapid revenue expansion and consistent earnings outperformance points to strengthening business momentum that is drawing increased investor attention. Next, we’ll examine how SkyWater’s stronger-than-expected earnings and revenue growth may influence its investment...

In Q4 2025, Heartland Advisors highlighted Lamar Advertising Company (NASDAQ:LAMR) as a top contributor after a solid Q3 report, favorable outlook, and increased capital returns through share buybacks and a higher dividend. Investor attention has also focused on the potential for higher political advertising during the 2026 mid-term election cycle to support Lamar’s profits and cash flow. Next, we’ll explore how management’s use of share buybacks and a higher dividend may influence Lamar’s...

In advance of its upcoming quarterly report, Fulton Financial is now expected by Wall Street analysts to post earnings of $0.52 per share and revenue of $335 million, both higher than the same period a year ago. These projections, which also include slight shifts in efficiency ratio and net interest margin, are shaping investor expectations around how effectively Fulton is managing costs and its core banking profitability. We’ll now explore how the expectation of higher quarterly earnings...

Recent share performance at a glance Marriott International (MAR) has seen mixed share performance recently, with a 1 day return of about 1.9% and a small decline over the past week. However, the stock is higher over the past month and the past 3 months. See our latest analysis for Marriott International. At a share price of $325.79, Marriott’s recent 1 day and 90 day share price returns of 1.9% and 24.9% sit alongside a 1 year total shareholder return of 18.7% and a 5 year total shareholder...

Onto Innovation (ONTO) is back in focus after several brokers lifted their views, tying the story to stronger signals from major chipmakers, higher expected semiconductor capital spending, and AI related demand across wafer fab equipment. See our latest analysis for Onto Innovation. The recent 41.23% 1 month share price return and 62.56% 3 month share price return suggest momentum has picked up. At the same time, the 3 year total shareholder return of 194.51% and 5 year total shareholder...

NetScout Systems (NTCT) stock is in focus after the company received Frost & Sullivan's 2025 Global Company of the Year recognition in network monitoring, spotlighting its role in real-time visibility, performance assurance, and network intelligence. See our latest analysis for NetScout Systems. The Frost & Sullivan recognition lands at a time when the share price is US$27.95, with recent momentum reflected in a 1-day share price return of 1.67% and a 90-day share price return of 8.29%. While...

Cisco Systems has recently been reported to be in advanced talks to acquire Israeli cybersecurity firm Axonius for about US$2.00 billion, while also expanding its AI infrastructure initiatives and preparing for its second annual AI Summit featuring major industry leaders. These developments highlight Cisco’s push to reposition itself from a legacy networking supplier into a central provider of AI-ready infrastructure, security, and recurring software services. Next, we’ll examine how...

In recent days, Datex announced it successfully completed Zebra Technologies’ Enterprise Testing Program for its Footprint WMS, confirming reliable performance and interoperability with Zebra’s mobile computers for complex, regulated warehouse operations. This certification, alongside Zebra’s broader AI-powered retail and supply chain solutions, highlights how tightly integrated partner software can deepen the usefulness of Zebra’s hardware platform across real-time, data-intensive...

In its most recent quarter, ResMed reported past revenues of US$1.34 billion, up 9.1% year on year, with earnings per share exceeding analyst expectations while revenue aligned with forecasts. The results highlighted ongoing revenue growth, rising profitability, and stronger free cash flow, reinforcing the company’s progress in cloud-connected respiratory care and home-based sleep solutions. Next, we’ll examine how this earnings beat on profitability, alongside steady revenue expansion,...

Why StepStone Group (STEP) is back in focus Investor attention on StepStone Group (STEP) has picked up after new leadership appointments and the opening of a Madrid office. These moves expand its European footprint while the business is still operating at a loss. See our latest analysis for StepStone Group. The recent leadership changes and Madrid office opening come as StepStone Group's share price has gathered momentum, with a 19.33% 1 month share price return and 23.09% 3 month share price...

Rithm Capital (RITM) is drawing investor attention after completing a US$250m underwritten public offering of 8.750% Series F Fixed-Rate Reset Cumulative Redeemable Preferred Stock, a move that reshapes its capital mix and funding options. See our latest analysis for Rithm Capital. Against this preferred stock issuance, Rithm Capital's share price sits at US$11.35, with a 90 day share price return of 4.8% and a 1 year total shareholder return of 10.23%. This suggests momentum that has been...

Hexcel’s recent share performance and business profile Hexcel (HXL) has drawn attention after a period of strong recent returns, with the stock up about 17% over the past month and roughly 36% in the past 3 months. The company develops carbon fibers, structural reinforcements, honeycomb structures, resins, and composite parts used in commercial aerospace, space and defense, and various industrial applications. See our latest analysis for Hexcel. Hexcel’s share price momentum has been...

In January 2026, NWPX Infrastructure announced the first commercial use of its patent-pending Permalok Radial Bending Joint (RBJ) technology, supplying 5,764 linear feet of curved steel casing pipe for Tampa Bay Water’s South Hillsborough Pipeline microtunneling project, which includes 18 underground crossings. This curved RBJ system enables pipeline routes to bend around existing utilities and structures, potentially lowering construction disruption through fewer shafts, smaller sites, and...

In early January 2026, Precision Neuroscience announced a partnership with Medtronic to integrate its Layer 7 brain-computer interface with Medtronic’s StealthStation system, while Medtronic also received FDA 510(k) clearance for its MiniMed Go Smart MDI diabetes platform connecting InPen and Abbott’s Instinct sensor via a single app. Together, these moves highlight Medtronic’s push to pair advanced data-rich neurosurgery tools with connected diabetes care, reinforcing its focus on...

In recent days, Pilgrim's Pride drew fresh attention after Grupo Santander upgraded the stock from Neutral to Outperform and it was highlighted among leading food stocks for 2026. This recognition comes despite earlier commentary pointing to modest historical revenue growth and expectations for flat sales over the next year, underscoring how analyst opinions can still influence sentiment. We’ll now examine how this upgrade and Pilgrim's Pride’s inclusion among top food picks may reshape the...

What recent price moves might be telling you Applied Optoelectronics (AAOI) has caught investor attention after a recent stretch of strong share price moves, including a 36.3% gain over the past month and 15.9% over the past 3 months. See our latest analysis for Applied Optoelectronics. The recent 1-day share price return of 7.34% and 30-day share price return of 36.33% sit against a year-to-date share price decline of 6.57%, while the 1-year total shareholder return of 19.24% and very large...