U.S. Insurance Stock News

NYSE:NGVT
NYSE:NGVTChemicals

Assessing Ingevity (NGVT) Valuation After Impairment Charge And 2026 Guidance Update

Ingevity (NGVT) shares came into focus after the company booked a long lived assets impairment charge of US$109.3 million in the fourth quarter and paired that with fresh 2026 net sales guidance. See our latest analysis for Ingevity. The impairment charge and weaker quarterly results appear to have cooled short term sentiment, with a 7 day share price return of 7.76% decline and a 30 day share price return of 9.09% decline. However, the 90 day share price return of 17.89% and 1 year total...
NYSE:CALX
NYSE:CALXCommunications

The Bull Case For Calix (CALX) Could Change Following Cablelynx’s Rapid SmartBiz Expansion Across States

In February 2026, Cablelynx, Inc. announced that WEHCO Video, Inc. had scaled Calix-powered SmartBiz and related managed services to connect many more small businesses and extend secure public Wi‑Fi across multiple states. This rollout shows how Calix’s Calix One platform and SmartBiz offering can help legacy cable operators evolve into broader communications experience providers, improving small-business revenue metrics and deepening customer engagement. Next, we’ll examine how...
NYSE:RACE
NYSE:RACEAuto

Ferrari (NYSE:RACE) Valuation Check After Recent Share Price Weakness And Premium P/E Multiple

How Ferrari (NYSE:RACE) Has Been Trading Recently Ferrari (NYSE:RACE) has seen mixed share performance, with a 1 day return of about a 1% decline and a 7 day move of roughly a 4% decline, while the 1 month return sits near 4%. Over the past 3 months the stock shows about an 8% decline and the year to date return is roughly a 7% decline, with the 1 year total return around a 20% decline for investors holding through that period. See our latest analysis for Ferrari. At a share price of...
NYSE:SEI
NYSE:SEIEnergy Services

Is Stronger 2025 Results and a 30th Dividend Altering The Investment Case For Solaris Energy Infrastructure (SEI)?

In February 2026, Solaris Energy Infrastructure reported fourth-quarter and full-year 2025 results showing higher sales and revenue but a quarterly net loss of US$1.66 million, while its board also approved a first-quarter 2026 dividend of US$0.12 per share, marking the company’s 30th consecutive dividend. The combination of stronger full-year profitability, higher annual revenue, and an ongoing dividend stream offers investors fresh information on Solaris’s earnings quality and cash-return...
NYSE:VIK
NYSE:VIKHospitality

Will Stronger Profitability And ESOP Share Shelf Registration Change Viking Holdings' (VIK) Narrative

Viking Holdings Ltd reported past fourth-quarter 2025 revenue of US$1,724.36 million and net income of US$299.91 million, with full-year 2025 revenue of US$6,501.42 million and net income of US$1,147.57 million, alongside a shelf registration filing for up to 8,913,568 ordinary shares tied to an employee stock option plan. The sharp increase in net income and earnings per share over the prior year suggests a step-change in profitability that could influence how investors interpret Viking’s...
NasdaqGS:NVCR
NasdaqGS:NVCRMedical Equipment

Should Japan’s Optune Lua Reimbursement Win Reframe NovoCure’s (NVCR) Access and Utilization Story?

In early March 2026, NovoCure reported that Japan’s Ministry of Health, Labour and Welfare approved National Health Insurance reimbursement for Optune Lua for adults with unresectable advanced or recurrent non-small cell lung cancer progressing after platinum-based chemotherapy. This milestone not only broadens access to NovoCure’s Tumor Treating Fields technology in a key oncology market, but also adds a new reimbursed indication to support its growing therapy ecosystem. Next, we’ll explore...
NYSE:SLG
NYSE:SLGOffice REITs

Record Leasing Wins and Preferreds Offering Could Be A Game Changer For SL Green (SLG)

SL Green Realty Corp. recently promoted long-time executive Harrison Sitomer to President and Chief Investment Officer and reported a record start to 2026, signing 32 Manhattan office leases totaling 491,098 square feet in the first two months and fully leasing One Madison Avenue. By combining record leasing momentum with new Series Y preferred units carrying a 5% annual payout to fund acquisitions, SL Green is reinforcing both its operating footprint and its funding flexibility in a...
NYSE:ECG
NYSE:ECGConstruction

Strong 2025 Results and Acquisition Drive Might Change The Case For Investing In Everus Construction Group (ECG)

In late February 2026, Everus Construction Group reported past fourth-quarter 2025 sales of US$1,011.47 million and full-year sales of US$3.75 billion, with net income of US$55.28 million for the quarter and US$201.77 million for the year, alongside revenue guidance of US$4.10 billion to US$4.20 billion for 2026. A day later, management highlighted a strengthened balance sheet and active M&A pipeline, signaling an intention to use acquisitions to broaden Everus Construction Group’s...
NYSE:NNI
NYSE:NNIConsumer Finance

A Look At Nelnet (NNI) Valuation After Full Year 2025 Earnings Draw Fresh Attention

Why Nelnet’s 2025 earnings are drawing fresh attention Nelnet (NNI) is back on investors’ radar after reporting fourth quarter and full year 2025 results, with annual net income of US$428.47 million and earnings per share of US$11.79 from continuing operations. See our latest analysis for Nelnet. The latest results arrive after a steady period for the share price, with a 90 day share price return of 1.61% and a stronger 1 year total shareholder return of 14.89%. This suggests momentum has...
NasdaqGS:PHVS
NasdaqGS:PHVSPharmaceuticals

Can Pharvaris (PHVS) Turn Deucrictibant’s Phase 2 Extension Data Into a Durable Franchise Advantage?

Pharvaris N.V. recently reported final results from the open-label extension of its Phase 2 CHAPTER-1 trial of oral deucrictibant for hereditary angioedema, highlighting up to three years of improved quality of life, disease control, and treatment satisfaction, and reiterated plans to file an NDA for on-demand treatment in the first half of 2026. The data underline how an oral bradykinin B2 receptor antagonist could reshape long-term management of bradykinin-mediated angioedema, potentially...
NasdaqGS:ATEC
NasdaqGS:ATECMedical Equipment

Will Narrowing Losses and Steady 2026 Outlook Change Alphatec Holdings' (ATEC) Narrative?

Alphatec Holdings, Inc. recently reported fourth-quarter and full-year 2025 results showing reduced net losses and reaffirmed its 2026 revenue outlook of approximately US$890 million, while Board member Ward W. Woods retired effective February 27, 2026, leading the Board to shrink from eight to seven directors. The combination of narrowing losses and unchanged full-year guidance, despite leadership change, highlights management’s confidence in the company’s current trajectory and operational...
NYSE:DG
NYSE:DGConsumer Retailing

Assessing Dollar General (DG) Valuation After Mixed Share Price Momentum And Margin Expansion Efforts

Setting the stage: where Dollar General stands today Dollar General (DG) has drawn fresh attention after mixed recent returns, with the share price roughly flat over the past month while showing a stronger move over the past 3 months and year. For investors, that pattern raises questions about how current expectations line up with the company’s fundamentals, including its reported US$42.1b in revenue and US$1.3b in net income over the most recent full year. See our latest analysis for Dollar...
NYSE:MTH
NYSE:MTHConsumer Durables

Does Meritage Homes' (MTH) Mixed Quarter And New Coverage Hint At A Shifting Risk Narrative?

In early March 2026, Meritage Homes reported a softer fourth quarter, with revenue down 11.5% year on year and missing analyst expectations by 3.8%, marking the weakest result versus its homebuilding peers. A fresh research initiation from Truist Securities with a positive view on the company introduced a new layer of analyst attention despite the recent earnings disappointment. Next, we’ll examine how Meritage’s weaker quarter yet renewed analyst interest could reshape the company’s...
NYSE:DHR
NYSE:DHRLife Sciences

Is It Time To Reassess Danaher (DHR) After Recent Share Price Weakness?

If you are wondering whether Danaher is starting to look attractively priced or still has more room to fall, its recent share performance and valuation checklist provide a useful starting point. The stock last closed at US$198.80, with returns of a 3.5% decline over 7 days, 8.2% decline over 30 days, 13.7% decline year to date, 2.5% decline over 1 year, 5.3% decline over 3 years, and a 5.6% gain over 5 years. Recent coverage has focused on Danaher as a large US healthcare and life sciences...
NYSE:ALG
NYSE:ALGMachinery

Assessing Alamo Group (ALG) After The Recent 23% Weekly Share Price Slide

If you are wondering whether Alamo Group's current share price reflects its true worth, this article will walk through what the numbers are saying about the stock's value. After a sharp 23.1% decline over the last 7 days and a 19.4% decline over the last 30 days, the share price now sits at US$167.90, with returns of a 1.5% decline year to date, a 9.4% decline over 1 year, a 0.3% decline over 3 years and a 6.7% gain over 5 years. These moves have put Alamo Group back on many investors'...
NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

AeroVironment Contract Wins And Expansion Raise Questions On Future Upside

AeroVironment secured a multi year U.S. Army GENESIS contract to build advanced missile defense testing environments. The company announced major manufacturing expansions in New Mexico to support directed energy and next generation defense programs. Both moves reinforce AeroVironment's role in key U.S. defense technology and production efforts. AeroVironment, listed as NasdaqGS:AVAV, is drawing attention as it lines up new defense work while its share price stands at $227.29. The stock has...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

Bitmine Immersion Technologies (BMNR) Valuation After Expanded Ethereum Treasury And Staking Revenue Push

Bitmine Immersion Technologies (BMNR) recently disclosed that it added nearly 61,000 ETH to its treasury, bringing total holdings above 4.5 million ETH and further tying its stock to income streams related to Ethereum. See our latest analysis for Bitmine Immersion Technologies. The latest ETH treasury move comes in a mixed trading backdrop, with the share price closing at $20.70 after a 1-day share price return of 9.64%. The 90-day share price return shows a decline of 47.21%, which contrasts...
NYSE:MUSA
NYSE:MUSASpecialty Retail

Murphy USA (MUSA) Valuation Check After Strong Q4 Earnings Beat And 2026 Expansion Plan

Murphy USA (MUSA) has been in focus after fourth quarter 2025 adjusted earnings per share of $7.53 exceeded estimates, and management outlined 2026 plans for 45 to 55 new stores and additional capital returns. See our latest analysis for Murphy USA. The recent investor update, new store plans and capital return focus appear to be feeding into sentiment, with Murphy USA’s share price at $436.79 after a strong 30 day share price return of 15.59% and a three year total shareholder return of...
NYSE:GMED
NYSE:GMEDMedical Equipment

Globus Medical Weighs Future Deals Against Product And Integration Spending

Globus Medical (NYSE:GMED) has signaled plans to pursue additional acquisitions that complement its existing portfolio. The company also highlighted increased focus on product development and vertical integration as key uses of capital going forward. These priorities point to a mix of external deals and internal investment as Globus Medical shapes its next phase of growth. Globus Medical, trading at $87.81, has seen its share price move 16.4% higher over the past year and 64.9% over the...
NYSE:HIMS
NYSE:HIMSHealthcare

Hims Novo Nordisk Deal Recasts GLP 1 Margins And Growth Prospects

Hims & Hers Health (NYSE:HIMS) has entered a partnership with Novo Nordisk to offer branded Ozempic and Wegovy on the Hims platform. The agreement resolves their legal dispute related to compounded GLP 1 medications. Hims plans to stop promoting compounded alternatives while providing US patients access to FDA approved obesity treatments from Novo Nordisk. Hims & Hers Health runs a direct to consumer telehealth and subscription platform that connects patients with clinicians and...
NasdaqGS:KTOS
NasdaqGS:KTOSAerospace & Defense

Did Orbit Deal, Capital Raise and New Defense Wins Just Shift Kratos' (KTOS) Investment Narrative?

In recent weeks, Kratos Defense & Security Solutions, Inc. has secured an approximate US$7 million Counter-UAS production contract, advanced its Space Development Agency Advanced Fire Control Ground Infrastructure program by completing Critical Design Review with zero liens, expanded its OpenSpace satellite ground platform deployment with SSC Space Go, raised roughly US$1.2 billion via a follow-on equity offering and new shelf registration, and closed the US$352.7 million acquisition of...
NYSE:CCL
NYSE:CCLHospitality

Carnival’s Fuel Exposure And Middle East Tensions Test Margin Story

Carnival Corporation & plc (NYSE:CCL) is currently unhedged on fuel, leaving it fully exposed to recent oil price spikes. Rising geopolitical tensions in the Middle East have pushed oil prices higher, adding pressure to cruise operators' cost structures. The combination of volatile energy markets and regional instability is creating risk for operating margins and route planning across the cruise industry. Carnival Corporation, the largest cruise operator globally, runs a fleet that depends...
NasdaqGS:TEAM
NasdaqGS:TEAMSoftware

Is Atlassian (TEAM) Embedding AI Agents in Jira to Deepen Its Workflow Moat?

In February 2026, Atlassian announced the open beta of AI agents in Jira, enabling teams to assign tasks to Atlassian Rovo and third-party MCP-enabled agents, collaborate via comments, and embed agents directly into existing workflows while preserving project configurations, permissions, audit trails, and approvals. A key implication is that Atlassian is moving AI from isolated experiments into auditable, workflow-embedded “teammates,” reinforced by strong enterprise adoption of its MCP...
NasdaqCM:ONCY
NasdaqCM:ONCYBiotechs

Is Oncolytics Biotech (ONCY) Pricing Reflect The Gap To Its DCF Estimated Value

If you are wondering whether Oncolytics Biotech's current share price reflects its true worth, you are not alone, many investors are asking the same question before making their next move. The stock recently closed at US$1.06, with returns of 3.9% over 7 days, 19.7% over 30 days, 7.8% year to date and 65.1% over 1 year, while the 3 year and 5 year returns sit at 14.5% and 65.7% declines respectively. These mixed returns have kept Oncolytics Biotech on the radar for investors who follow...