U.S. Insurance Stock News

NasdaqGS:CME
NasdaqGS:CMECapital Markets

How Investors Are Reacting To CME Group (CME) Record Results And Tokenized 24/7 Crypto Push

CME Group recently reported fourth-quarter 2025 revenue of US$1,648.7 million and net income of US$1,182.9 million, capping a year in which it achieved record annual revenue, earnings, and trading volumes across its derivatives markets. At the same time, CME Group has moved deeper into digital market infrastructure, securing SEC approval for its new CME Securities Clearing house, preparing 24/7 crypto futures trading, and collaborating with Google on tokenized cash and collateral...
NYSE:VRE
NYSE:VREResidential REITs

A Look At Veris Residential (VRE) Valuation After Erez Calls For Review To Unlock Net Asset Value

Erez Asset Management’s letter urging Veris Residential (VRE) to launch a formal review of alternatives has pushed the REIT into focus, with the shareholder citing a sizeable gap to stated net asset value. See our latest analysis for Veris Residential. The shareholder letter has arrived at a time when momentum in Veris Residential’s share price has been firming. The 7 day share price return stands at 9.55%, the 30 day share price return at 10.79% and the year to date share price return at...
NYSE:ATI
NYSE:ATIAerospace & Defense

Is ATI (ATI) Still Attractively Priced After 113% One Year Share Price Surge?

If you are wondering whether ATI's current share price still reflects good value, it helps to step back from the headline moves and look closely at what the fundamentals suggest. ATI has seen strong recent returns, with the share price at US$133.57 and returns of 11.0% over 7 days, 10.5% over 30 days, 12.1% year to date and 112.8% over 1 year, while the 3 year return is 245.9% and the 5 year return is very large. Recent news coverage has focused on ATI's role in capital goods and advanced...
NasdaqGS:BRZE
NasdaqGS:BRZESoftware

Braze (BRZE) Is Down 14.6% After AI Concerns Reshape Sentiment Toward Marketing Software Peers – Has The Bull Case Changed?

In early February 2026, Braze came under pressure as concerns about artificial intelligence reshaped investor sentiment toward traditional software-as-a-service and marketing software providers. What stands out is how quickly AI-related worries and shifting analyst views have influenced perceptions of Braze’s competitive positioning in customer engagement software. Next, we’ll examine how this AI-driven shift in sentiment is affecting Braze’s investment narrative and longer-term appeal...
NasdaqGS:VLY
NasdaqGS:VLYBanks

Is It Time To Reassess Valley National Bancorp (VLY) After Its Strong 1 Year Rally?

If you are wondering whether Valley National Bancorp is genuinely good value at its current share price, or if the market is getting ahead of itself, this article is designed to help you weigh that up clearly. With the stock last closing at US$13.71 and returns of 10.0% over 7 days, 13.6% over 30 days, 17.3% year to date and 39.1% over 1 year, many investors are reassessing what they are willing to pay for the shares. Recent market attention on regional banks, regulatory scrutiny across the...
NYSE:EXR
NYSE:EXRSpecialized REITs

A Look At Extra Space Storage (EXR) Valuation After Bank Of America Downgrade

Extra Space Storage (EXR) is back in focus after Bank of America cut its rating from Neutral to Underperform, highlighting concerns that demand recovery may lag even as the company’s fundamentals appear relatively stable. See our latest analysis for Extra Space Storage. Extra Space Storage’s recent move, with a 1 day share price return of 1.06% to US$140.01 and a 6.90% year to date share price return, sits alongside a 1 year total shareholder return decline of 6.09% and a stronger 5 year...
NasdaqCM:CELC
NasdaqCM:CELCBiotechs

Is It Too Late To Consider Celcuity (CELC) After An 8x One Year Surge

If you are looking at Celcuity and wondering whether the current share price still offers value, this article will walk through what the numbers are actually saying about the stock. After a very large 1 year return of around 8x and a 6.2% gain year to date, the share price has recently seen a 2.4% 7 day decline and a 2.2% 30 day decline, which may have some investors reassessing the balance between potential and risk. Recent news around Celcuity has largely focused on its position as a...
NasdaqGS:INTA
NasdaqGS:INTASoftware

Assessing Intapp (INTA) Valuation After Earnings Beat And New US$200 Million Buyback Program

Intapp (INTA) is back in focus after reporting fiscal second quarter earnings that topped analyst expectations, along with a new US$200 million share repurchase plan and fresh AI driven client partnerships. See our latest analysis for Intapp. Despite the solid earnings beat, new guidance and AI focused partnerships, Intapp’s momentum has cooled, with a 30 day share price return of 47.37% decline and a 1 year total shareholder return of 66.62% decline highlighting how sentiment has...
NYSE:AROC
NYSE:AROCEnergy Services

Is It Too Late To Consider Archrock (AROC) After Multi‑Year Share Price Surge?

If you are wondering whether Archrock's share price still offers value or if most of the opportunity is already priced in, you are not alone. The stock last closed at US$32.05, with returns of 8.3% over 7 days, 24.7% over 30 days, 20.4% year to date, 18.3% over 1 year, 274.6% over 3 years and 316.4% over 5 years. This naturally raises questions about what is driving these moves and what that might mean for risk. Recent coverage has focused on Archrock's position in the energy infrastructure...
NYSE:ARES
NYSE:ARESCapital Markets

Ares Management (ARES) Margin Compression Tests Bullish Growth Narratives After FY 2025 Results

Ares Management (ARES) has just closed out FY 2025 with Q4 total revenue of about US$1.5b and basic EPS of US$0.13, while trailing 12 month revenue sits at roughly US$5.6b and EPS at US$1.93, setting a clear earnings season marker for investors. Over recent periods, the company has seen quarterly revenue move from US$1.26b in Q4 2024 to US$1.50b in Q4 2025, with basic EPS ranging from US$0.72 in Q4 2024 through a high of US$1.15 in Q3 2025. This helps frame today’s results against a fuller...
NasdaqGS:ZION
NasdaqGS:ZIONBanks

Is Zions (ZION) Using Its New Fixed‑to‑Floating Notes to Quietly Rebuild Its Funding Strategy?

In early February 2026, Zions Bancorporation, National Association priced a US$500,000,000 fixed-to-floating rate senior notes offering due February 9, 2029, with an initial 4.483% fixed coupon before switching to Compounded SOFR plus a 1.055% spread and plans to use the proceeds to reduce short-term borrowings. The bank also put in place a receive-fixed fair value hedge during the fixed-rate period, effectively converting the new debt’s cost to a floating rate and fine-tuning its interest...
NasdaqGS:MMSI
NasdaqGS:MMSIMedical Equipment

A Look At Merit Medical Systems (MMSI) Valuation After Strong Q3 Beat And Cautious Full Year Guidance

Merit Medical Systems (MMSI) has drawn fresh attention after reporting third quarter revenue growth of 13% year on year, beating analysts’ organic and overall revenue estimates while pairing that result with the weakest full-year guidance among peers. See our latest analysis for Merit Medical Systems. At a share price of US$82.50, Merit Medical Systems has seen a 3.60% 1 day share price return and a 1.74% 7 day share price return, but a 24.40% decline in 1 year total shareholder return...
NasdaqGS:OKTA
NasdaqGS:OKTAIT

How Okta’s Expanded AI Security Partnership With PGA of America Has Changed Its Investment Story (OKTA)

In early February 2026, Okta, Inc. announced an expanded relationship with the PGA of America to secure employees, golf professionals, and fans across all digital touchpoints while supporting emerging AI-powered experiences and strengthening identity-first security. This deeper collaboration highlights how Okta’s platform is being used to unify member and fan identities, reduce manual IT work, and address AI-related security risks in high-traffic consumer sports environments. We’ll now look...
NasdaqGS:GT
NasdaqGS:GTAuto Components

Goodyear Tall Timbers Closure Resets Footprint And Raises Valuation Questions

Goodyear Tire & Rubber is closing its Tall Timbers Mold facility in Findlay, Ohio, with U.S. mold operations to be consolidated into a single site. The closure affects a significant number of employees and marks a reset of the company’s manufacturing footprint. This move is part of Goodyear’s broader effort to streamline production and align capacity with its current operational needs. Goodyear Tire & Rubber, listed as NasdaqGS:GT, is making this change at a time when its shares trade at...
NasdaqGS:LSCC
NasdaqGS:LSCCSemiconductor

Why Lattice Semiconductor (LSCC) Is Up 7.3% After Launching Post-Quantum Secure Control FPGA Family - And What's Next

Lattice Semiconductor recently launched what it describes as the industry’s first secure control FPGA family fully compliant with emerging post-quantum cryptography standards, drawing renewed attention from analysts to its security-focused product roadmap. This move places Lattice at the center of upcoming security-driven hardware refresh cycles in government, communications, and industrial markets where post-quantum readiness is becoming a priority. Next, we examine how Lattice’s early move...
NYSE:CPT
NYSE:CPTResidential REITs

Camden Property Trust (CPT) Q4 FFO Loss Challenges Bullish Narrative On Earnings Quality

Camden Property Trust (CPT) closed out FY 2025 with Q4 revenue of US$415.4 million, basic EPS of US$1.45 and net income of US$156.5 million, while trailing twelve month revenue came in at US$1.6 billion with EPS of US$3.55 and net income of US$384.5 million. Over recent quarters the REIT has seen revenue move from US$387.8 million in Q4 2024 to the latest US$415.4 million print, while quarterly EPS shifted from US$0.37 to US$1.45. This sets up a result where investors are likely to focus on...
NYSE:CWK
NYSE:CWKReal Estate

Evaluating Cushman & Wakefield (CWK) After Its Recent 6.9% One-Day Share Price Move

Stock performance snapshot Cushman & Wakefield (CWK) stock has recently attracted attention after a single day move of about 6.9%, standing out against quieter returns over the past week and month. For context, the shares show a return of about 2% year to date and a total return of about 23.7% over the past year, with roughly 11.8% over the past 3 months. See our latest analysis for Cushman & Wakefield. That sharp 6.9% 1 day share price gain to about $16.16 comes after a softer patch, with a...
NasdaqGS:TSEM
NasdaqGS:TSEMSemiconductor

Assessing Tower Semiconductor (NasdaqGS:TSEM) Valuation After New AI Photonics And Nuclear Detection Wins

What the latest AI and defense wins mean for Tower Semiconductor stock Tower Semiconductor (NasdaqGS:TSEM) is back in focus after announcing high performance silicon photonics for 1.6T data center optical modules aligned with NVIDIA networking protocols, as well as new client adoption in nuclear event detection. See our latest analysis for Tower Semiconductor. The recent AI infrastructure and nuclear detection wins come as the share price has climbed to US$139.04, with a 90 day share price...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Apple Opens CarPlay To Multiple AI Assistants And Expands Auto Strategy

Apple (NasdaqGS:AAPL) is opening CarPlay to third-party AI chatbots, including ChatGPT, Google Gemini, and Anthropic's Claude. This is the first time non Apple voice assistants will be accessible directly within the CarPlay interface. The move comes alongside Apple's acquisition of Israeli AI startup Q.AI and a partnership with Google focused on Siri. Together, these steps point to a broader push into automotive AI and conversational tools across Apple's ecosystem. For you as an investor...
NasdaqGS:LCID
NasdaqGS:LCIDAuto

Evaluating Lucid Group (LCID) After UBS Nearly Doubles Its Stake

UBS’s decision to nearly double its stake in Lucid Group (LCID) in the fourth quarter, buying millions of additional shares, has pushed the bank into the top tier of the company’s institutional owners. See our latest analysis for Lucid Group. Lucid’s latest 1 day share price return of 13.96% lifted the stock to US$10.86, but that sits against a 90 day share price return decline of 37.15% and a 1 year total shareholder return decline of 61.63%, suggesting recent momentum has improved while...
NasdaqGS:BKNG
NasdaqGS:BKNGHospitality

KAYAK Leadership Shift Highlights Booking Holdings AI And Growth Priorities

KAYAK has appointed Peer Bueller as CEO, with co founder Steve Hafner moving into a new role focused on artificial intelligence across Booking Holdings. The leadership transition highlights Booking Holdings' increased attention to AI as a core part of its online travel platforms. The changes come as generative AI reshapes how travelers search for and book trips. Booking Holdings, ticker NasdaqGS:BKNG, is making this leadership shift at KAYAK while the share price stands at $4,457.17. The...
NYSE:PINS
NYSE:PINSInteractive Media and Services

Is Pinterest (PINS) Now Pricing In Too Much Bad News After Sharp Share Price Slide?

If you are wondering whether Pinterest is starting to look mispriced, you are not alone. This article will help you frame that question clearly. The stock last closed at US$19.60, with returns of an 11.4% decline over 7 days, 28.7% decline over 30 days, 26.2% decline year to date, 51.0% decline over 1 year, 21.1% decline over 3 years and 76.7% decline over 5 years, which may have changed how some investors think about its risk and potential. Recent headlines have focused on Pinterest's place...
NYSE:CWAN
NYSE:CWANSoftware

Clearwater Analytics Deepens Institutional Role With New Cash And AI Deals

Clearwater Analytics (NYSE:CWAN) has linked its platform with TreasurySpring to broaden institutional cash management options. Generali Deutschland AG is using Clearwater for its €40 billion insurance business, expanding Clearwater's presence with large European asset owners. The company has introduced embedded AI tools within its Beacon platform to support risk operations and regulatory needs. Clearwater Analytics focuses on providing investment accounting, reporting, and risk solutions...
NasdaqGS:GEN
NasdaqGS:GENSoftware

Gen Digital (GEN) Q3 Net Margin Pressure Tests Bullish Earnings Growth Narrative

Gen Digital Q3 2026 Results Set Up A Margin Focus For Investors Gen Digital (GEN) just posted Q3 2026 numbers with revenue of US$1.24b and basic EPS of US$0.31, putting fresh figures on the table for investors watching how its earnings translate into cash generating power. The company has seen quarterly revenue range from US$986m in Q3 2025 to US$1.24b in Q3 2026, while basic EPS has moved between US$0.22 and US$0.31 over the same stretch. This gives a clearer view of how each dollar of sales...