U.S. Insurance Stock News

NYSE:V
NYSE:VDiversified Financial

Visa’s Latin America Expansion Meets Regulatory Reality For Investors

Visa (NYSE:V) agreed to acquire Prisma Medios de Pago and Newpay in Argentina, aiming to build out its digital payments and technology offering in that market. In Mexico, the national antitrust authority blocked Visa's proposed purchase of Prosa, citing concerns about market concentration. These moves highlight both the growth opportunities and regulatory limits Visa faces as it looks to deepen its presence across Latin America. Visa, trading at $320.95, sits at the center of global card...
NasdaqGS:LAMR
NasdaqGS:LAMRSpecialized REITs

Lamar Advertising (LAMR) Flat FFO Tests Bullish Narrative On Earnings Quality

Lamar Advertising (LAMR) has wrapped up FY 2025 with fourth quarter revenue of US$595.9 million and basic EPS of US$1.50, while trailing 12 month revenue came in at about US$2.3 billion with EPS of US$5.78 as the business turned those sales into reported earnings growth of 62.3% and a net margin of 25.9% versus 16.3% a year earlier. Over recent quarters, revenue has moved from US$582.6 million in Q4 2024 to US$595.9 million in Q4 2025, with quarterly EPS shifting from essentially flat at...
NYSE:MFA
NYSE:MFAMortgage REITs

How MFA Financial’s New US$200 Million Buyback And Loan Resolutions At MFA (MFA) Have Changed Its Investment Story

MFA Financial, Inc. reported higher net income of US$54.32 million for Q4 2025 and US$176.78 million for 2025, and its Board authorized a new US$200 million common share repurchase program running through 2028 while declaring quarterly dividends on its Series B and floating-rate Series C preferred stock, payable on March 31, 2026. Together with resolving over US$150 million of delinquent loans and acquiring US$1.9 billion of residential mortgage assets in Q4, these actions underscore MFA’s...
NYSE:IONQ
NYSE:IONQTech

IonQ Chases Chip Control And Bio Lab Uses As Losses Widen

IonQ agreed to acquire SkyWater Technology, aiming for full control of its quantum chip supply chain. The company also partnered with a regenerative medicine center to create a quantum-AI bio lab focused on applied use cases. These moves mark an expansion beyond pure quantum research into chip manufacturing and life sciences applications. IonQ (NYSE:IONQ) is making significant operational moves at a time when its share price sits at $31.9. The stock is down 6.5% over the past week and 32.5%...
NYSE:COHR
NYSE:COHRElectronic

Is Coherent (COHR) Pricing Too Much Future Growth After Its 200% One Year Rally?

Wondering if Coherent's share price actually lines up with its underlying worth, or if expectations have run ahead of reality. The stock last closed at US$248.18, with returns of 14.2% over 7 days, 26.0% over 30 days, 27.7% year to date, 200.3% over 1 year and 194.4% over 5 years. This naturally raises questions about how much future upside or downside is already reflected in the price. These moves have put valuation in sharper focus as investors weigh what is currently known about...
NasdaqGS:PANW
NasdaqGS:PANWSoftware

Palo Alto Networks Reshapes AI Security Role With CyberArk And Koi Deals

Palo Alto Networks announced its largest-ever deal to acquire identity security firm CyberArk, aiming to bring privileged access management into its AI-focused security platform. The company also moved to acquire Koi, an agentic endpoint AI security startup, targeting new risks at the edge of corporate networks. Alongside these deals, Palo Alto Networks rolled out new AI-driven managed security offerings, including Unit 42 MSIAM 2.0. Palo Alto Networks (NasdaqGS:PANW) is making these moves...
NYSE:AEM
NYSE:AEMMetals and Mining

Agnico Eagle Mines (AEM) Is Up 5.4% After Boosting Dividend And Exploration Spend – Has The Bull Case Changed?

Agnico Eagle Mines has recently reported strong 2025 results, increased its quarterly dividend to US$0.45 per share, reaffirmed 2026–2028 production guidance of about 3.3–3.5 million ounces of gold annually, and outlined a US$565–US$635 million exploration and project budget for 2026 across key assets including Detour Lake, Canadian Malartic, Hope Bay and Fosterville. Alongside this, the company is intensifying its growth pipeline with extensive drilling programs and higher ownership in...
NasdaqGS:GTX
NasdaqGS:GTXAuto Components

Is It Time To Reassess Garrett Motion (GTX) After Its 94% One-Year Share Price Surge

If you are looking at Garrett Motion and wondering whether the current share price still offers value, you are not alone. This article focuses squarely on what the numbers suggest about that question. The stock last closed at US$18.90, with returns of 6.1% over 30 days, 8.7% year to date, 94.2% over 1 year, 150.8% over 3 years and 191.3% over 5 years. Those figures naturally put more attention on what you might be paying today. Recent coverage has focused on Garrett Motion's role in the...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Amazon Surpasses Walmart As Revenue Leader Refocusing Investor Attention On Valuation

Amazon.com (NasdaqGS:AMZN) has surpassed Walmart to become the world's largest company by revenue. The shift ends Walmart's 13 year run at the top and highlights Amazon's scale in retail and technology driven services. The milestone reflects the growing role of cloud computing, advertising, and third party seller services in Amazon's business mix. For you as an investor, this is a clear marker of how far Amazon has moved beyond its roots as an online retailer. Alongside its core e commerce...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Meta’s AI Hardware Pivot And Nvidia Alliance Reshape Investment Thesis

Meta Platforms (NasdaqGS:META) is winding down key metaverse projects after cutting 1,500 Reality Labs roles and is shifting focus to AI-powered hardware. The company is preparing a first smartwatch with health tracking and an AI assistant, alongside a smart glasses line that management positions as a core hardware pillar. Meta has expanded a multi year partnership with Nvidia, planning to deploy millions of next generation AI chips and related systems for hyperscale infrastructure. For...
NasdaqGS:LNT
NasdaqGS:LNTElectric Utilities

Alliant Energy’s Data Center Shift And Renewables Spend Shape Valuation Story

Alliant Energy completed a major data center relocation project, supporting large scale computing demand. The company entered new electric service agreements totaling several gigawatts to serve future large load customers. Alliant Energy continues to commit capital to renewables and energy storage projects across its service territories. For investors tracking regulated utilities, Alliant Energy (NasdaqGS: LNT) is tying these operational moves to a stock that has seen a 16.7% return over...
NasdaqGS:CCOI
NasdaqGS:CCOITelecom

A Look At Cogent Communications (CCOI) Valuation After Q4 Earnings Spark Sharp Share Price Drop

Cogent Communications Holdings (CCOI) is back in focus after its latest quarterly report, which combined narrower losses, continued revenue pressure, and a steep share price drop alongside ongoing turnaround efforts. See our latest analysis for Cogent Communications Holdings. The latest results and dividend decision came against a sharp reset in expectations, with a 1 day share price return of negative 29.36% and a 1 year total shareholder return of negative 75.18% signaling that recent...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

Is It Too Late To Consider Walmart (WMT) After Strong Multi Year Share Price Gains

If you are wondering whether Walmart's current share price still offers value after a strong run, this article walks through what that price might be implying and how that stacks up against a few common valuation checks. Walmart shares last closed at US$122.99, with a 7 day return of an 8.1% decline, a 30 day return of 4.5%, a year to date return of 9.1%, a 1 year return of 31.0% and a 3 year return that is very large compared to the starting point. Recent headlines around Walmart have...
NasdaqGS:LITE
NasdaqGS:LITECommunications

Lumentum Holdings (LITE) Valuation After AI Data Center Momentum And Bullish Analyst And Institutional Support

Lumentum Holdings (LITE) is back in focus after reporting strong Q2 results in AI-oriented data center optics, rapid revenue growth in optical circuit switches and co-packaged optics, and a large order backlog. See our latest analysis for Lumentum Holdings. The stock’s recent move has been sharp, with a 96.87% 1 month share price return and 123.07% 3 month share price return, alongside a very large 1 year total shareholder return, as AI focused orders, upbeat ratings and institutional inflows...
NYSE:ASIX
NYSE:ASIXChemicals

AdvanSix (ASIX) Back To Back EPS Losses Test Profitability Stability Narrative

AdvanSix FY 2025 Earnings Snapshot AdvanSix (ASIX) has wrapped up FY 2025 with Q4 revenue of about US$359.9 million and a basic EPS loss of roughly US$0.10, alongside trailing twelve month EPS of about US$1.83. Over recent periods the company has seen quarterly revenue move from US$329.1 million in Q4 2024 to US$377.8 million in Q1 2025, US$410.0 million in Q2 2025, US$374.5 million in Q3 2025 and US$359.9 million in Q4 2025. Quarterly basic EPS ranged from a small profit of roughly US$0.01...
NasdaqGS:VRNS
NasdaqGS:VRNSSoftware

Varonis Systems (VRNS) Is Down 6.6% After Wave Of SaaS Transition Lawsuits Has The Bull Case Changed?

Over the past year, multiple shareholder rights law firms have launched or expanded securities class actions against Varonis Systems, alleging that between February and October 2025 the company misrepresented its ability to sustain annual recurring revenue growth during its transition from on‑premises subscriptions to SaaS. These cases focus on claims that Varonis understated weaknesses in its legacy on‑premises and Federal businesses while highlighting its SaaS migration, with plaintiffs...
NasdaqGM:DAVE
NasdaqGM:DAVEConsumer Finance

Assessing Whether Dave (DAVE) Still Looks Undervalued After Mixed Recent Share Performance

Without a single headline driving attention today, Dave (DAVE) remains in focus for investors who are watching its recent share performance, revenue and earnings profile, and how those factors compare with its current valuation. See our latest analysis for Dave. Recent trading has been softer, with a 30 day share price return of 3.21% and a year to date share price return showing a 19.58% decline. However, the 1 year total shareholder return of 74.94% and the very large 3 year total...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

Duolingo Insider Moves And CFO Shift Put Growth Path In Focus

Duolingo (NasdaqGS:DUOL) has seen recent insider share sales by its Chief Engineering Officer and Chief Business Officer. The company is also undergoing a CFO transition, drawing attention to leadership continuity and financial oversight. Analysts are watching how these governance changes align with Duolingo's product roadmap and user growth priorities. Duolingo runs a language learning platform that blends app based lessons with technology such as artificial intelligence to personalize...
NYSE:RIG
NYSE:RIGEnergy Services

Transocean (RIG) Returns To Quarterly Profit As TTM Losses Challenge Bullish Turnaround Narrative

Transocean (RIG) closed out FY 2025 with fourth quarter revenue of US$1.0 billion and basic EPS of US$0.02, alongside net income of US$25 million that capped a trailing twelve month loss of US$2.9 billion and TTM EPS of a US$3.04 loss. Over the past six quarters, revenue has moved from US$948 million in Q3 2024 to US$952 million in Q4 2024 and then to US$906 million, US$988 million, US$1.0 billion and US$1.0 billion through Q4 2025. Quarterly EPS shifted from US$0.01 and a US$0.56 loss in...
NasdaqGS:CVLT
NasdaqGS:CVLTSoftware

Is It Time To Revisit Commvault Systems (CVLT) After The Recent Share Price Slide

If you are wondering whether Commvault Systems at around US$91 a share is offering good value today, you are not alone. This article is built to help you frame that question clearly. The stock has returned 3.8% over the last 7 days, but that sits against a 26.5% decline over 30 days, a 26.7% decline year to date, and a 46.7% decline over 1 year, with 3 year and 5 year returns of 52.3% and 42.8% respectively. Recently, attention on Commvault Systems has been driven mainly by ongoing...
NYSE:EXR
NYSE:EXRSpecialized REITs

Extra Space Storage (EXR) Q4 FFO Strengthens Bullish Narratives Despite Muted Revenue Trends

Extra Space Storage (EXR) closed out FY 2025 with Q4 revenue of US$865.0 million and basic EPS of US$1.36, alongside funds from operations of US$440.3 million, highlighting how the storage REIT is converting its footprint into cash flow. Over the past year, the company reported revenue of US$826.9 million in Q4 2024 and US$865.0 million in Q4 2025, while trailing 12 month basic EPS sits at US$4.59, giving investors a clearer view of how earnings are tracking through the cycle. With trailing...
NYSE:NATL
NYSE:NATLDiversified Financial

A Look At NCR Atleos (NATL) Valuation After Its Expanded UnionPay ATM Access In The UK

NCR Atleos (NATL) recently expanded its partnership with UnionPay, giving cardholders access to cash at 13,000 Cashzone ATMs across the UK. This move is closely tied to spending by visiting Chinese tourists. See our latest analysis for NCR Atleos. The UnionPay expansion comes as NCR Atleos’ share price sits at US$42.16, with a 30 day share price return of 12.04% and a 90 day gain of 17.40%. Its 1 year total shareholder return of 43.16% points to momentum that investors are watching...
NYSE:PPL
NYSE:PPLElectric Utilities

PPL (PPL) Margin Expansion Reinforces Bullish Earnings Narrative Despite Rich Valuation

PPL FY 2025 earnings: higher margins, richer valuation PPL (PPL) closed FY 2025 with fourth quarter revenue of US$2.3 billion and basic EPS of US$0.36, alongside trailing twelve month revenue of US$9.0 billion and EPS of US$1.60, capped by a net profit margin of 13.1% compared with 10.5% a year earlier. The company has seen trailing twelve month net income move from US$886 million in the 2024 fourth quarter period to US$1.2 billion by the 2025 fourth quarter period. Quarterly EPS ranged from...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Assessing Lam Research (LRCX) Valuation After Strong Momentum And Mixed Signals On Pricing

Recent performance context for Lam Research Lam Research (LRCX) has drawn attention after a strong run over the past year, with total return data and recent price moves prompting some investors to reassess how its current valuation lines up with underlying fundamentals. See our latest analysis for Lam Research. The recent 3.2% 1 day share price return, together with a 12.4% 1 month share price return and a very large 1 year total shareholder return, points to strong momentum as investors...