U.S. Industrials Stock News

Analysts’ optimism sets the stage for CenterPoint’s next earnings update Investor attention on CenterPoint Energy (CNP) has picked up as Wall Street anticipates robust Q4 2025 results, following strong recent earnings and reaffirmed higher guidance for 2025 and 2026. That shift in sentiment is also tied to accelerating grid investment, clearer visibility on future rate recovery, and a focus on financial discipline. All of these factors are feeding into renewed interest in the stock. See our...

If you are wondering whether Tilray Brands shares are cheap, expensive, or somewhere in between, you are in the right place for a clear look at what the current price might actually represent. The stock last closed at US$8.75, with returns of a 6.8% decline over 7 days, a 21.6% decline over 30 days, a 10.0% decline year to date, and a 25.2% decline over the past year, which may signal that the market is reassessing both its potential and its risks. Recent news around Tilray Brands has...

Comcast’s Universal Ads unit has appointed David Shaw as Head of Global Expansion. Shaw will lead the international rollout of Universal Ads’ advertising technology business. The move signals Comcast’s intention to build a wider global footprint in ad tech. For investors watching Comcast, NasdaqGS:CMCSA, this appointment comes at a time when the stock has faced sustained pressure. The shares last closed at $28.16, with a 1.1% decline over the past week, 4.8% decline over the past month, and...

Home Depot Foundation is expanding its efforts to address skilled labor shortages in disaster recovery. New workforce development programs are being launched to help rebuild communities after the Los Angeles wildfires. The initiatives focus on training and credentialing veterans and other workers for disaster recovery roles. For investors watching Home Depot, ticker NYSE:HD, this move adds a fresh layer to the company’s community and workforce story. The stock trades at $375.11, with...

If you are wondering whether Capital Southwest's share price still reflects fair value after recent moves, this overview will help you frame what the numbers might be telling you. The stock last closed at US$23.08, with reported returns of 0.6% over 7 days, 7.0% over 30 days, 3.5% year to date, 15.6% over 1 year, 74.5% over 3 years, and 119.1% over 5 years. These figures give you a sense of how the market has priced it over different timeframes. Recent coverage of Capital Southwest has...

Comfort Systems USA recently reported that strong demand from technology-related projects such as data centers and semiconductor facilities has driven its backlog to record levels stretching into 2026 and 2027, while the company also raised its quarterly dividend by 20% and continued repurchasing shares under its buyback program. An interesting takeaway from these developments is that management is pairing a long-dated project pipeline with enhanced shareholder returns, suggesting confidence...

Kinder Morgan (KMI) is back in focus after research from Scotiabank and UBS highlighted its position in energy infrastructure, just as the company launched a second open season for its Western Gateway Pipeline project. See our latest analysis for Kinder Morgan. These research updates and the Western Gateway Pipeline open season come after a period where Kinder Morgan’s share price return has been relatively muted, with a 1-year total shareholder return of a 6.5% decline contrasting with...

Vontier (VNT) is back in focus as Wall Street attention builds ahead of its fiscal Q4 2025 earnings release on February 12, with many investors watching how its mobility and energy efforts are progressing. See our latest analysis for Vontier. Despite renewed interest around its EV charging and smart energy initiatives, Vontier’s recent share price performance has been soft, with a 90 day share price return of a 13.23% decline and a 1 year total shareholder return of a 5.72% decline, while the...

Bitmine Immersion Technologies (NYSEAM:BMNR) secured shareholder approval to significantly increase its authorized share count. The company committed a $200 million investment to Beast Industries as part of a broader expansion plan. Bitmine reinforced its status as the largest Ethereum treasury holder by adding more ETH and expanding its staking activity. For you as an investor, NYSEAM:BMNR now sits at the intersection of crypto mining, staking, and crypto treasury management, with Ethereum...

EnerSys (NYSE:ENS) has seen a sharp rise in its share price over the past six months. The stock move comes alongside reports of declining unit sales over the last two years. Revenue growth forecasts are described as modest, with gross margins remaining low. Investors are weighing strong quarterly results against these underlying business challenges. EnerSys, a supplier of energy storage and related solutions, now sits in a spotlight that is as much about its operations as its stock chart...

In recent weeks, Generac Holdings reported solid year-over-year growth in its commercial and industrial segment, continued margin resilience despite softer residential demand, and acquired a new facility in Sussex, Wisconsin to expand its manufacturing footprint for larger power products. At the same time, a sizeable new stake from Matrix Asset Advisors and a series of analyst upgrades point to growing institutional and research interest in Generac’s potential around diesel generators, data...

If you are wondering whether Invitation Homes is attractively priced today, you are not alone. This article will help you make sense of what the current share price might be implying. The stock recently closed at US$27.29, with returns of 4.0% over the past week, 0.9% over the past month, and a 1.6% decline year to date, alongside a 9.1% decline over the last year, a 4.5% decline over three years and a 7.0% gain over five years. Recent coverage has focused on how residential real estate...

Starbucks has introduced a new "coffeehouse coach" role at all U.S. stores as part of its leadership transformation and turnaround effort. The move is a core element of the company’s "Back to Starbucks" plan, focused on store performance, customer experience, and internal leadership development. For investors watching NasdaqGS:SBUX, this operational shift arrives after a mixed share price record, with the stock at $93.66 and a 1 year return of a 1.9% decline and a 3 year return of a 5.5%...

AST SpaceMobile (ASTS) is in focus after being selected as a prime contract awardee for the Missile Defense Agency’s SHIELD program, following the successful BlueBird 6 launch and expanding mobile carrier partnerships. See our latest analysis for AST SpaceMobile. The SHIELD contract news lands after a sharp run, with a 30 day share price return of 48.26% and a 1 year total shareholder return of 386.75%, pointing to strong momentum on both short and longer horizons. If this mix of space...

BofA Securities upgraded Magnolia Oil & Gas (NYSE:MGY) to Buy, citing strong operational performance. The call highlights resilience in a challenging commodity price environment and recent production results at key oil fields. Several institutions have issued positive commentary on Magnolia Oil & Gas, pointing to its balance sheet and development plans. Magnolia Oil & Gas focuses on oil and gas production, with core assets that have drawn fresh attention after recent field results. For you...

Analyst upgrades set the stage for Western Digital Several recent analyst upgrades on Western Digital (WDC), tied to expectations around fiscal Q2 2026 earnings, margin trends, and technology investments, have pushed the stock firmly into focus for many investors. See our latest analysis for Western Digital. That backdrop of analyst optimism has coincided with strong momentum in Western Digital’s share price, with a 30 day share price return of 23.13% and a 90 day share price return of...

Rubrik (RBRK) is back in focus after analysts recalibrated their expectations, trimming price targets while still highlighting the company’s revenue growth, data security focus, and leadership in AI driven cyber resilience. See our latest analysis for Rubrik. That enthusiasm has not shown up in recent share price moves, with a 1 day share price return of a 3.31% decline adding to a 30 day share price return of a 17.01% decline and a year to date share price return of a 14.03% decline. The 1...

In recent days, MARA Holdings announced a shift beyond its core Bitcoin mining operations, expanding into high-performance computing hosting, AI inference infrastructure, and energy-focused data center partnerships, including a letter of intent with MPLX for gas-fired power and data campuses in West Texas. This broader digital infrastructure and energy-control approach, coupled with efforts to diversify revenue geographically and grow its sizable corporate Bitcoin treasury, is reshaping how...

In January 2026, Constellation Brands reported third-quarter 2025 results showing year-over-year declines in sales, revenue, and earnings, while for the first nine months sales and revenue also fell but net income and earnings per share from continuing operations increased compared with the prior year. Despite softer quarterly performance, the company completed an US$824.13 million share repurchase program, affirmed its US$1.02 quarterly dividend, and continued allocating capital to...

Walmart (NasdaqGS:WMT) has launched a Premium Musical Instrument Shop on its online Marketplace. The new offering focuses on professional grade instruments and music gear for serious musicians and creators. Through this move, Walmart is widening its assortment beyond everyday essentials into higher engagement categories. Walmart already plays a large role in general retail, and its Marketplace platform is a key part of that presence. By adding premium musical instruments and pro level...

e.l.f. Beauty (ELF) is back in focus after unveiling a second limited edition collaboration with Liquid Death, pairing “Wild Lip Embalms” with a social media and Roblox driven marketing push. See our latest analysis for e.l.f. Beauty. At a share price of $89.04, e.l.f. Beauty has a 30 day share price return of 10.69%, while its 1 year total shareholder return of 24.85% decline contrasts with a very large 5 year total shareholder return of 292.94%. This suggests that longer term momentum has...

Earlier this month, Super Micro Computer announced new AI-powered intelligent in-store retail solutions with partners including NVIDIA, Everseen, Kinetic Vision, and others, showcasing edge-focused systems from its fanless E103 series to GPU-accelerated 4U platforms for demanding retail and supply-chain workloads. The collaboration highlights Super Micro’s push into edge AI infrastructure, extending its data center expertise into real-world retail environments that require sub-second...

Baker Hughes has, in recent months, continued its shift from a traditional oilfield services provider into an energy technology company with an estimated 90% share of the LNG turbomachinery market, a backlog of about US$32.00 billion, and growing exposure to hydrogen, carbon capture, and digital solutions. This combination of dominant LNG infrastructure positioning and expansion into low‑carbon technologies is sharpening investor focus on Baker Hughes as a diversified energy technology...

Fastenal (FAST) just wrapped up FY 2025 with fourth quarter revenue of US$2.0b and EPS of US$0.26, capping a trailing twelve month run that produced US$8.2b in revenue and EPS of US$1.10. Over the past year, the company has seen revenue move from US$7.5b to US$8.2b and EPS edge from about US$1.00 to US$1.10, while net income on a trailing basis has tracked around US$1.2b. With net profit margins holding in the mid-teens, investors now have a clearer view of how consistent profitability and...