U.S. Insurance Stock News

NasdaqGS:BGC
NasdaqGS:BGCCapital Markets

Is It Time To Reassess BGC Group (BGC) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether BGC Group’s current share price reflects its true worth, this article will walk you through what the numbers are actually saying about value. The stock last closed at US$8.96, with a 1.6% decline over the past week, a 1.7% gain over 30 days, and longer term returns of 0.2% year to date, a 5.4% decline over 1 year, 114.0% over 3 years and 100.2% over 5 years. Recent news around BGC Group has focused on its position as a diversified financial services firm and...
NYSE:FDX
NYSE:FDXLogistics

Is FedEx (FDX) Quietly Reframing Its Core Business Around Data With the New Retail Index?

Dun & Bradstreet and FedEx Dataworks recently announced a collaboration to launch the Retail Momentum Index, combining FedEx’s shipping data with Dun & Bradstreet’s trade, activity, and credit signals to give decision-makers a near real‑time view of U.S. retail conditions. This new index offers an earlier read on retail inflection points than traditional government reports, potentially reshaping how businesses monitor risk, demand, and supply chain resilience. We’ll now examine how this...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

Is Duolingo’s (DUOL) AI Pivot and CFO Exit Redefining Its Long‑Term Learning Moat?

In recent months, Duolingo has shifted its focus toward subscriber growth and teaching quality, amid slower user momentum, a challenging global backdrop, and the planned departure of its long-serving CFO, Matt Skaruppa. At the same time, the company’s AI-powered product investments and stronger-than-expected quarterly results have sparked intense investor interest, even as earnings estimates for the next fiscal year have been revised lower. We’ll now examine how Duolingo’s pivot toward...
NYSE:GS
NYSE:GSCapital Markets

Goldman Sachs AI Push With Anthropic Meets Premium Valuation Question Marks

Goldman Sachs Group (NYSE:GS) is working with Anthropic to build AI agents that automate core banking functions. The collaboration focuses on internal processes such as trade accounting and client onboarding. The project has involved close cooperation between Anthropic engineers and Goldman Sachs teams over the past six months. The AI agents are expected to launch soon and are designed to deliver measurable productivity gains across key operations. For a bank like Goldman Sachs, which spans...
NasdaqGM:RAPP
NasdaqGM:RAPPPharmaceuticals

A Look At Rapport Therapeutics (RAPP) Valuation After Fresh Overweight Rating From Wells Fargo

Rapport Therapeutics (RAPP) is back in focus after Wells Fargo initiated coverage with an Overweight rating. This development adds to already positive analyst sentiment and prompts investors to reassess the clinical stage biotech’s risk reward profile. See our latest analysis for Rapport Therapeutics. At a share price of $27.09, Rapport Therapeutics has seen a 6.03% 1 day share price return and a 30 day share price return decline of 10.06%. Its 1 year total shareholder return of 67.95%...
NasdaqGS:ULTA
NasdaqGS:ULTASpecialty Retail

Is Ulta (ULTA) Using Digital Haircare And Sports Partnerships To Reinforce Its Brand Moat?

In early February 2026, Wavytalk announced the debut of six of its popular styling tools and haircare products on Ulta.com, while Ulta Beauty also introduced its Ulta Beauty Roster of professional female athletes and the Roster for Change grant program to support girls in sports. Together, these moves expand Ulta Beauty’s digital haircare assortment and deepen its community engagement by linking beauty, sports participation, and youth empowerment. Next, we’ll examine how Ulta Beauty’s...
NasdaqGS:CSIQ
NasdaqGS:CSIQSemiconductor

Does ERCOT Battery Deal and 10-Year Service Pact Reshape the Bull Case For Canadian Solar (CSIQ)?

Canadian Solar Inc. announced that its e-STORAGE business and Sunraycer have agreed to supply and service two standalone battery energy storage projects totaling 503 MWh DC in Franklin County, Texas, with construction phases scheduled between the third quarter of 2026 and the first quarter of 2027. An important aspect of these Lupinus projects is e-STORAGE’s SolBank 3.0 system and 10-year service commitment, which leverage Canadian Solar’s global manufacturing network to support grid...
NYSE:LEVI
NYSE:LEVILuxury

Is Levi Strauss (LEVI) Pricing Look Attractive After Recent Share Price Pullback

If you are wondering whether Levi Strauss is fairly priced or if there is still value on the table, this article will walk you through what the current market price might be telling you. The stock recently closed at US$20.55, with returns of 3.4% over the last 7 days, a 3.5% decline over 30 days, a 1.3% decline year to date, and longer term returns of 14.7% over 1 year, 23.2% over 3 years, and 10.8% over 5 years. Alongside these moves, investors have been reacting to ongoing company updates...
NasdaqGS:FCFS
NasdaqGS:FCFSConsumer Finance

FirstCash Holdings (FCFS) Margin Expansion Reinforces Bullish Earnings Narratives

FirstCash Holdings (FCFS) closed out FY 2025 with fourth quarter revenue of US$1.1b and basic EPS of US$2.35, while trailing twelve month revenue stood at US$3.7b and EPS at US$7.42. Over the past six quarters, revenue has moved from US$837.3m in Q3 2024 to US$1.1b in Q4 2025, with quarterly EPS ranging from US$1.35 in Q2 2025 to US$2.35 in the latest quarter. This reflects expanding scale and an earnings profile that now runs through a wider margin base. See our full analysis for FirstCash...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

monday.com (MNDY) Is Down 14.6% After Strong Q3 Beat And AI Platform Push - Has The Bull Case Changed?

In recent months, monday.com reported a strong Q3 FY25 with revenue and earnings beating expectations while accelerating its shift into a multi-product, AI-powered work operating system, including a CRM business that surpassed US$100.00 million in ARR. At the same time, sector-wide anxiety that new frontier AI models could undercut traditional SaaS applications has put monday.com at the center of the debate over which software platforms can successfully integrate AI rather than be replaced...
NasdaqGS:AFRM
NasdaqGS:AFRMDiversified Financial

Affirm Holdings (AFRM) Q2 Profitability Strengthens Bullish Narratives Despite Premium Valuation

Affirm Holdings (AFRM) has just posted Q2 2026 results with revenue of US$1.1b and basic EPS of US$0.39, alongside net income of US$129.6 million. This puts fresh numbers behind its recent shift to profitability. The company has seen revenue move from US$866.4 million in Q2 2025 to US$1.1b in Q2 2026, while quarterly basic EPS over that span has ranged from US$0.25 a year ago to US$0.39 now. Trailing 12 month EPS stands at US$0.86 on net income of US$282.3 million, setting up a margin story...
NYSE:SJM
NYSE:SJMFood

Katie Williams Joins J. M. Smucker As CMO With Valuation Upside In Focus

J. M. Smucker (NYSE:SJM) has appointed Katie Williams as its new Chief Marketing Officer. Williams joins the company following senior roles at large consumer brands, including her most recent position at Haleon. The leadership change comes as the company responds to competitive pressures and shifting industry conditions. For investors watching NYSE:SJM, this leadership update adds a fresh layer to a stock that recently closed at $109.51. Over the past month, the shares are up 14.7%, with a...
NasdaqGS:ADI
NasdaqGS:ADISemiconductor

Assessing Analog Devices (ADI) Valuation After Earnings Optimism And Analog Chip Sector M&A Attention

Event driven interest in Analog Devices stock Analog Devices (ADI) has moved into focus after a mix of earnings optimism, upward estimate revisions, and sector attention following Texas Instruments' acquisition of Silicon Labs, all ahead of ADI's upcoming fiscal first quarter results. See our latest analysis for Analog Devices. The recent 9.4% 1 month share price return and 40.3% 90 day share price return, alongside a 58.7% 1 year total shareholder return, suggest momentum has been building...
NYSE:MSM
NYSE:MSMTrade Distributors

A Look At MSC Industrial Direct (MSM) Valuation After Earnings Beat And Stock Purchase Plan Extension

MSC Industrial Direct (MSM) has drawn fresh attention after first quarter fiscal 2026 earnings topped analyst expectations on both earnings and revenue, alongside shareholder approval to expand and extend its Associate Stock Purchase Plan. See our latest analysis for MSC Industrial Direct. The stock recently touched a new 52 week high and now trades at US$95.56, with a 7 day share price return of 13.3% and a 1 year total shareholder return of 24.2%. This suggests positive momentum that has...
NasdaqGS:TEM
NasdaqGS:TEMLife Sciences

Tempus AI (TEM) Valuation Revisited After New Immune Profile Score Clinical Validation

Tempus AI (TEM) is back in focus after unveiling new clinical data on its Immune Profile Score test. The company says the test predicts responses to immune checkpoint inhibitors more accurately than established biomarkers like TMB, MSI, and PD L1. See our latest analysis for Tempus AI. The IPS update lands after a mixed stretch for the stock, with a 1-day share price return of 4.71% taking Tempus AI to US$54.91. However, a 30-day share price return of 21.30% and 1-year total shareholder...
NYSE:BV
NYSE:BVCommercial Services

Is BrightView (BV) Offering An Opportunity After Recent Commercial Services Valuation Check

If you have been wondering whether BrightView Holdings is attractively priced or not, this article will walk through what the current share price might imply about its value. The stock closed at US$13.55, with returns of 1.4% over 7 days, 4.8% over 30 days, 7.5% year to date, a 7.1% decline over 1 year, a very large gain over 3 years, and a 13.7% decline over 5 years. Recent news around BrightView has focused on its position as a large commercial landscaping provider and ongoing interest...
NasdaqGS:IMVT
NasdaqGS:IMVTBiotechs

Does Immunovant’s (IMVT) Narrower Quarterly Per‑Share Loss Reframe Its Long‑Term Risk‑Reward Equation?

Immunovant, Inc. recently reported results for the quarter and nine months ended December 31, 2025, posting a quarterly net loss of US$110.64 million and a basic and diluted loss per share of US$0.61, slightly lower than a year earlier. While the nine‑month net loss widened to US$357.75 million, the modest improvement in quarterly loss per share highlighted incremental progress in managing per‑share losses. We’ll now look at how this slight quarterly loss‑per‑share improvement shapes...
NYSE:ARW
NYSE:ARWElectronic

Arrow Electronics (ARW) Earnings Surge 45.7% Challenges Low P/E Narrative

Arrow Electronics (ARW) has wrapped up FY 2025 with fourth quarter revenue of US$8.7b and basic EPS of US$3.78. This capped a trailing twelve month run that saw revenue at US$30.9b and EPS at US$11.03. The company has seen revenue move from US$7.3b and EPS of US$1.88 in Q4 2024 to US$8.7b and EPS of US$3.78 in Q4 2025, with trailing twelve month EPS moving from US$7.36 at Q4 2024 to US$11.03 at Q4 2025. With earnings over the last year up 45.7% and net profit margin at 1.9%, investors are...
NasdaqGM:USAR
NasdaqGM:USARMetals and Mining

How Investors Are Reacting To USA Rare Earth (USAR) Pursuing US$1.60 Billion Government Financing Partnership

In recent weeks, USA Rare Earth filed a US$1.69 billion shelf registration and entered a non-binding letter of intent with the U.S. government for up to US$1.60 billion in combined equity and senior secured debt to accelerate a domestic heavy rare earth supply chain. These moves place the company at the heart of Project Vault and broader U.S. efforts to build a mine-to-magnet ecosystem that reduces reliance on Chinese-controlled critical mineral supply chains. We’ll now examine how this...
NYSE:B
NYSE:BMetals and Mining

Assessing Barrick Mining (B) Valuation After Recent Share Price Strength

Why Barrick Mining is on investors’ radar today Barrick Mining (B) has drawn fresh attention after its recent share move, with the stock up 2.7% on the day and showing mixed short term returns across the week, month, and past 3 months. See our latest analysis for Barrick Mining. Today’s 2.71% 1 day share price gain to US$45.16 comes after a softer 7 day and 30 day share price return. However, a strong 90 day share price return of 36.48% and very large 1 year total shareholder return of...
NasdaqGS:SANM
NasdaqGS:SANMElectronic

Sanmina (SANM) Valuation Check After Q1 Results ZT Systems Deal And Share Buyback

What Sanmina’s latest quarter and guidance signal for investors Sanmina (SANM) has drawn fresh attention after reporting first quarter results, issuing second quarter revenue guidance of US$3.1b to US$3.4b, and completing a share buyback that retired 2.46% of its stock. The company reported first quarter sales of US$3,189.69m, with demand linked to communications networks, cloud infrastructure, and early shipments of next generation AI infrastructure products. Net income came in at...
NasdaqGS:AOSL
NasdaqGS:AOSLSemiconductor

Alpha And Omega Semiconductor (AOSL) Q2 EPS Loss Deepens Bearish Profitability Narratives

Alpha and Omega Semiconductor (AOSL) has just posted Q2 2026 results with revenue of US$162.3 million, a basic EPS loss of US$0.45 and net income loss of US$13.3 million. Over recent quarters, the company has seen revenue move between US$164.6 million and US$182.5 million while EPS has ranged from a loss of US$0.07 in Q1 2026 to a much deeper loss of US$2.58 in Q4 2025. This sets a cautious backdrop for anyone focused on margins and the path back to profitability. See our full analysis for...
NasdaqGS:MPWR
NasdaqGS:MPWRSemiconductor

Monolithic Power Systems (MPWR) Net Margin Reset Tests Premium Valuation Narrative

Monolithic Power Systems (MPWR) has wrapped up FY 2025 with fourth quarter revenue of US$751.2 million and basic EPS of US$3.51, alongside trailing 12 month revenue of US$2.8 billion and basic EPS of US$12.82 that frame the latest print for investors. The company has seen quarterly revenue move from US$620.1 million in Q3 2024 to US$751.2 million in Q4 2025, while basic EPS shifted from US$2.96 to US$3.51 over the same stretch. This sets up a results season where the key question is how...
NasdaqGS:PTEN
NasdaqGS:PTENEnergy Services

Patterson UTI Energy (PTEN) Loss Narrowing In Q4 Challenges Persistent Bearish Narratives

Patterson-UTI Energy (PTEN) just closed out FY 2025 with Q4 revenue of US$1.2b, a basic EPS loss of US$0.02, and net income excluding extra items at a loss of US$9.1m, while trailing twelve month figures show revenue of US$4.8b and a full year basic EPS loss of US$0.24. Over recent quarters the company has seen quarterly revenue move from US$1.4b in Q3 2024 to US$1.2b in Q4 2025, with basic EPS shifting from a loss of US$2.50 in Q3 2024 to a much smaller loss of US$0.02 in Q4 2025. This puts...