U.S. Insurance Stock News

NYSE:DELL
NYSE:DELLTech

Dell McLaren AI Push Puts Valuation And Growth Story In Focus

Dell Technologies expanded its partnership with McLaren Racing to supply advanced AI infrastructure and data solutions for Formula 1 operations. The collaboration focuses on AI powered servers, simulation platforms, and data tools to support race strategy, car development, and real time decision making. For investors watching NYSE:DELL, this update highlights how Dell Technologies is positioning its AI and data stack in a demanding, mission critical setting. The company’s shares most...
NYSE:BORR
NYSE:BORREnergy Services

Is Analyst Repricing And Q4 Guidance Shifting The Investment Case For Borr Drilling (BORR)?

Citigroup analyst Scott Gruber recently reiterated a Neutral rating on Borr Drilling and raised its price target, while the company released its Q4 2025 earnings today after previously signaling an expected earnings per share loss of $0.03. These developments highlight how analysts are closely tracking Borr Drilling’s contracting progress and financial outlook as they reassess expectations for its offshore drilling operations across multiple regions. We’ll now examine how the upcoming...
NYSE:BBAI
NYSE:BBAIIT

BigBear.ai Acquisition And Debt Shift Reframe AI Growth Story

BigBear.ai Holdings (NYSE:BBAI) completed its acquisition of Ask Sage, adding new AI capabilities to its platform. The company also carried out a significant debt reduction by converting a portion of its outstanding notes into equity. Together, these moves reshape BigBear.ai’s capital structure and product offering in the AI and data analytics space. BigBear.ai focuses on AI driven decision intelligence and data analytics, serving both government and commercial customers. The Ask Sage...
NYSE:BSX
NYSE:BSXMedical Equipment

Boston Scientific Tests Combined Cardiac Devices In OPTION EMEA Trial

Boston Scientific (NYSE:BSX) has started the OPTION-EMEA clinical trial in real world hospital settings across Europe. The study evaluates the combined use of two cardiac devices for patients with atrial fibrillation and stroke prevention. The trial is designed to assess safety and potential benefits of this combined therapy approach in routine clinical practice. For investors watching NYSE:BSX, this new trial comes as the shares trade at $76.29. The stock is up 65.0% over the past 3 years...
NYSE:ATR
NYSE:ATRPackaging

A Look At AptarGroup (ATR) Valuation After Earnings Growth Guidance And $600 Million Buyback

Earnings, guidance and buyback put AptarGroup in focus AptarGroup (ATR) just released fourth quarter and full year 2025 results, issued fresh first quarter 2026 earnings guidance and unveiled a new US$600 million share repurchase program that together give investors several moving pieces to assess. See our latest analysis for AptarGroup. At a share price of US$141.65, AptarGroup has seen a 13.58% 1 month share price return and a 20.04% 3 month share price return. Its 1 year total shareholder...
NasdaqGS:ALGT
NasdaqGS:ALGTAirlines

Allegiant’s Destination Dollywood Flight Highlights Experiential Travel And Ancillary Upside

Allegiant Travel Company (NasdaqGS:ALGT) has launched a themed "Destination Dollywood" flight experience in partnership with Dollywood Parks & Resorts. The offering combines tailored in flight entertainment with bundled travel and resort packages tied to the Dollywood brand. The collaboration focuses on leisure travelers seeking packaged experiences that connect air travel with on the ground attractions. For Allegiant Travel, which focuses on leisure oriented, low cost flying, this type of...
NasdaqGS:EEFT
NasdaqGS:EEFTDiversified Financial

Euronet Worldwide (EEFT) Is Down 5.4% After Major Buyback Boosts EPS More Than Net Income

Euronet Worldwide recently reported past fourth-quarter 2025 results, with sales rising to US$1,108.7 million and net income to US$51.5 million, and confirmed it has completed a multi-year share repurchase program totaling 15,673,988 shares for US$1.48 billions. Despite only modest full-year net income growth to US$309.5 million, the company’s diluted EPS increased to US$6.84, helped by substantial share buybacks that reduced the share count by over one-third. Next, we will examine how...
NYSE:MTRN
NYSE:MTRNMetals and Mining

What Materion (MTRN)'s 2025 Earnings Rebound and 2026 Outlook Means For Shareholders

Materion Corporation recently reported fourth-quarter 2025 results showing higher sales of US$489.75 million and a return to profitability, alongside full-year sales of US$1.79 billion and net income of US$74.82 million. The company also issued 2026 earnings guidance in the US$6.00 to US$6.50 per-share range, signaling management’s confidence in new business wins across semiconductor, defense, and energy markets. We’ll now examine how Materion’s stronger 2025 earnings and higher 2026...
NasdaqCM:DJCO
NasdaqCM:DJCOSoftware

Daily Journal (DJCO) Quarterly Loss Challenges Bullish Earnings Growth Narrative

Daily Journal's Q1 2026 Results In Focus Daily Journal (DJCO) opened fiscal 2026 with Q1 revenue of US$19.5 million and a basic EPS loss of US$5.79, against trailing 12 month EPS of US$67.70 on revenue of US$89.5 million, which has been influenced by a one off gain of US$109.2 million over the past year. The company has seen quarterly revenue move from US$17.7 million in Q1 2025 to US$19.5 million in Q1 2026, while trailing 12 month EPS has shifted from US$55.48 to US$67.70 and net income...
NYSE:GENI
NYSE:GENIHospitality

Assessing Genius Sports (GENI) Valuation After Recent Share Price Weakness

Why Genius Sports is drawing attention now Genius Sports (GENI) is back on many watchlists after a stretch of weak share performance, with the stock showing negative returns over the past month, past 3 months, year to date and the past year. See our latest analysis for Genius Sports. The recent drop, including a 41.46% 30 day share price return and 46.29% year to date share price return at a latest share price of $5.79, contrasts with a 15.11% three year total shareholder return. This...
NasdaqGS:AVO
NasdaqGS:AVOFood

Assessing Mission Produce (AVO) Valuation After Recent Share Price Momentum

Why Mission Produce is on investors’ radar Mission Produce (AVO) has drawn fresh attention after a period of strong share performance in the past 3 months, prompting investors to reassess how its avocado focused model fits into their portfolios. See our latest analysis for Mission Produce. That recent 30 day share price return of 16.0% and 90 day share price return of 26.36% come on top of a 19.45% one year total shareholder return. This suggests momentum has picked up after a tougher five...
NasdaqGM:LNTH
NasdaqGM:LNTHMedical Equipment

Is Lantheus (LNTH) Pylarify Forecast Scrutiny Quietly Reframing Its Management Credibility Story?

Kahn Swick & Foti, LLC has launched an investigation into Lantheus Holdings over potential governance and disclosure issues following weaker Pylarify-related revenue and reduced guidance, alongside an ongoing securities class action targeting the company and certain executives. The focus on alleged unreliable forecasting and underestimation of pricing and reimbursement risks around Lantheus’s key prostate cancer imaging agent raises material questions about management oversight and business...
NYSE:BLSH
NYSE:BLSHCapital Markets

Will Ark Invest’s BitLicense-Era Buying Spree Change Bullish's (BLSH) Institutional Crypto Narrative?

In recent weeks, Ark Invest has steadily accumulated shares of cryptocurrency exchange Bullish, purchasing about US$58.75 million across ten consecutive trading days. This persistent buying coincides with Bullish securing a New York BitLicense and highlighting more than US$1.50 trillion in cumulative trading volume, underscoring its focus on large professional clients. Next, we’ll examine how Ark Invest’s repeated Bullish purchases shape the company’s investment narrative and perceived...
NYSE:GPK
NYSE:GPKPackaging

Has The Slide In Graphic Packaging (GPK) Opened A Valuation Opportunity For Investors?

If you are wondering whether Graphic Packaging Holding is a bargain or a value trap at around US$12.37, the starting point is understanding what the current share price actually reflects. The stock has seen a 7.5% decline over the last week, a 19.0% decline over the last month, and is down 18.3% year to date and 53.2% over the past year, which may signal that expectations and perceived risk have shifted. Recent headlines around Graphic Packaging Holding have focused on its position in...
NYSE:HPE
NYSE:HPETech

Assessing Hewlett Packard Enterprise’s Valuation After Riyadh Air Metropolitano Stadium Networking Win

Hewlett Packard Enterprise (HPE) has secured a high profile networking role at Riyadh Air Metropolitano Stadium, supplying Wi Fi 7 access points, AI based optimization, analytics, and energy saving tools across the venue. See our latest analysis for Hewlett Packard Enterprise. Despite winning high profile networking work at Riyadh Air Metropolitano Stadium, Hewlett Packard Enterprise’s shares recently pulled back, with a 1 day share price return of a 3.17% decline and a 7 day share price...
NYSE:FCPT
NYSE:FCPTSpecialized REITs

Four Corners Property Trust Ramps Up Deals With Valuation Gap In Focus

Four Corners Property Trust (NYSE:FCPT) accelerated its acquisition activity in 2025, closing a large number of net lease deals. Management highlighted portfolio diversification and tenant mix as key priorities on the latest earnings call. The company emphasized disciplined underwriting and a focus on maintaining a strong balance sheet and conservative leverage. Four Corners Property Trust focuses on net lease properties, a part of real estate that often centers on long term tenant...
NYSE:GM
NYSE:GMAuto

Will GM's (GM) Emissions Rollback Tailwind and New Tech Strategist Recast Its Investment Narrative?

In recent weeks, General Motors has benefited from a rollback of U.S. federal greenhouse gas regulations for vehicles while appointing former Lucid executive Claudia Gast to lead its strategy, corporate development, and technology partnerships. Together, the policy shift and leadership change point to GM pursuing a dual track of lower compliance costs on combustion vehicles and a sharper push on advanced technology and electric platforms. We’ll now examine how GM’s emissions-policy tailwind...
NasdaqGS:ADI
NasdaqGS:ADISemiconductor

Is It Too Late To Consider Analog Devices (ADI) After Its Strong Multi Year Rally?

If you are wondering whether Analog Devices at around US$337.51 is offering fair value or starting to look stretched, you are not alone. The stock has delivered returns of 3.8% over the last 7 days, 12.4% over 30 days, 23.3% year to date, 55.8% over 1 year, 91.2% over 3 years, and 133.6% over 5 years, which naturally raises questions about how much of the story is already priced in. Recent coverage has focused on Analog Devices as a key player in the semiconductor space, with investors...
NasdaqGS:PSKY
NasdaqGS:PSKYMedia

Is Paramount Skydance (PSKY) Pricing Reflecting Its Recent Share Price Weakness?

If you are wondering whether Paramount Skydance is attractively priced after all the headlines, this article will walk through what the current market price might be implying about its value. The stock recently closed at US$10.83, after returns of 0.1% over 7 days, an 8.2% decline over 30 days, a 17.8% decline year to date, and a 2.8% decline over the past year. These moves may have changed how investors think about both its potential and its risks. These moves have come as investors focus...
NYSE:DFIN
NYSE:DFINCapital Markets

Donnelley Financial Solutions (DFIN) One Off US$95.5M Loss Reshapes Margin Narratives

Donnelley Financial Solutions (DFIN) just wrapped up FY 2025 with fourth quarter revenue of US$172.5 million and basic EPS of US$0.24. This came alongside full year trailing twelve month basic EPS of US$1.18 on revenue of US$767 million and net income of US$32.4 million. The company’s quarterly revenue moved from US$156.3 million with basic EPS of US$0.22 in Q4 2024 to US$201.1 million with EPS of US$1.08 in Q1 2025, US$218.1 million with EPS of US$1.30 in Q2, US$175.3 million with an EPS...
NYSE:SN
NYSE:SNConsumer Durables

Assessing SharkNinja (SN) Valuation After Strong Results, 2026 Growth Guidance And New US$750 Million Buyback

SharkNinja (SN) just paired a strong earnings release with fresh 2026 sales guidance and a new US$750 million share repurchase program, a combination that naturally puts the stock’s valuation and capital allocation choices in focus. See our latest analysis for SharkNinja. The latest moves come after a strong run in the share price, with SharkNinja’s 90 day share price return of 50.42% and 1 year total shareholder return of 19.41% pointing to momentum that has recently accelerated. If this...
NYSE:FBIN
NYSE:FBINBuilding

A Look At Fortune Brands Innovations (FBIN) Valuation After CEO Transition And New 2026 Guidance

Recently, Fortune Brands Innovations (FBIN) has been in focus after announcing a CEO transition, refreshed board roles, full year 2025 results, and new 2026 guidance, giving investors several fresh data points. See our latest analysis for Fortune Brands Innovations. The latest CEO succession plan and 2026 guidance arrive after a sharp 18.45% 7 day share price decline and a 14.62% 30 day share price pullback, despite a 17.88% 90 day share price return and a weaker 1 year total shareholder...
NasdaqGM:SOUN
NasdaqGM:SOUNSoftware

SoundHound AI Partnerships And Platforms Test Path To Recurring Revenue

SoundHound AI expanded its partner base with Five Guys and Bridgepointe Technologies, extending its voice AI into restaurant and enterprise settings. The company introduced its Agentic Voice Commerce platform at CES 2026, targeting in car and at home shopping experiences. SoundHound AI also launched the Amelia 7.0 agentic AI platform for customer service, with a focus on regulated industries. SoundHound AI, trading on NasdaqGM:SOUN, is pushing further into real world deployments as its...
NYSE:WSO
NYSE:WSOTrade Distributors

Watsco (WSO) Net Margin Improvement Tests Bullish Upside Narrative

Watsco (WSO) has just wrapped up FY 2025 with fourth quarter revenue of US$1.6b and basic EPS of US$1.89, capping a year in which trailing twelve month revenue came in at US$7.2b and EPS at US$13.11. Over recent periods, the company has seen quarterly revenue move from US$1.5b to just over US$2.0b with EPS ranging between roughly US$1.98 and US$4.53. This gives investors a clearer view of how seasonal swings feed through to the bottom line. With net profit margins holding in the mid single...