U.S. Insurance Stock News

NasdaqGS:LITE
NasdaqGS:LITECommunications

Is Lumentum Holdings (LITE) Pricing Too Much Growth After Its Recent 40% Weekly Surge

If you are wondering whether Lumentum Holdings is still reasonably priced after a strong run, this article walks through what the current share price might be implying about its value. The stock most recently closed at US$551.99, with returns of 40.9% over 7 days, 57.1% over 30 days and 43.0% year to date, while the 1 year and 3 year returns are very large on a percentage basis. These moves sit alongside recent attention on the company in broader market coverage and ongoing interest in its...
NYSE:RBLX
NYSE:RBLXEntertainment

Will Roblox’s Soaring Sales And Losses Reshape The Growth Story For Roblox (RBLX)?

In early February 2026, Roblox reported fourth-quarter 2025 results showing sales rising to US$1.42 billion from US$988.18 million a year earlier, while net loss widened to US$316 million from US$219.57 million. Beyond the headline numbers, the company highlighted sharp growth in bookings, daily active users, and engagement hours, underpinned by expanded safety measures such as facial age verification and a growing adult user base. With recent share gains and accelerating user engagement,...
NasdaqGS:ACIW
NasdaqGS:ACIWSoftware

ACI Worldwide Extends Retail Reach With Alpha Modus Remittance Partnership

ACI Worldwide (NasdaqGS:ACIW) has entered a multi year partnership with Alpha Modus Financial Services. The agreement focuses on powering remittance and bill payment services across convenience, grocery, and community retail locations. The deal aims to extend ACI Worldwide's payment technology into more physical retail environments that serve cash and hybrid payment users. ACI Worldwide, trading at $42.28, sits at the intersection of digital and in store payments, and this partnership adds...
NYSE:WTM
NYSE:WTMInsurance

Why White Mountains Insurance Group (WTM) Is Up 6.8% After Surging Q4 Profitability And EPS Turnaround

White Mountains Insurance Group reported fourth-quarter 2025 revenue of US$1,603.8 million and net income of US$835.8 million, reversing a year-earlier loss and lifting earnings per share from a loss of US$50.78 to profit of US$327.23. For the full year 2025, revenue rose to US$3.74 billion and net income to US$1.11 billion, with earnings per share from continuing operations increasing from US$89.79 to US$430.14, highlighting a very large improvement in profitability. We’ll now examine how...
NasdaqGM:RUM
NasdaqGM:RUMInteractive Media and Services

Rumble (RUM) Valuation Check As Rumble Shorts Launch Targets Higher Engagement And Monetization

Rumble Shorts launch and why it matters for Rumble stock Rumble (RUM) has launched Rumble Shorts, a short form vertical video feed on the web, with mobile rollout pending app store approvals. This gives investors a fresh product to consider. The new format lets users swipe through videos of 90 seconds or less, tip creators through Rumble Wallet, and discover channels more easily. These features could influence how investors evaluate engagement and monetization potential. See our latest...
NasdaqGS:COIN
NasdaqGS:COINCapital Markets

Is Coinbase (COIN) Turning Security Intelligence Into Its Core Competitive Edge In Crypto Infrastructure?

In late January 2026, Crypto ISAC and Coinbase announced an expanded integration that enables continuous, high-confidence sharing of Coinbase-sourced threat intelligence with the Crypto ISAC member community to help identify, disrupt, and mitigate sophisticated crypto-related attacks without exposing Coinbase customer data. This move highlights how Coinbase is positioning itself as a security-focused infrastructure partner, using automated, standards-based intelligence sharing to bolster...
NYSE:LMND
NYSE:LMNDInsurance

Is Lemonade (LMND) Using Tesla-Focused Autonomy Insurance To Redefine Its Long-Term Competitive Moat?

Lemonade recently launched autonomous car insurance tailored to Tesla vehicles equipped with Full Self-Driving, extending its AI-driven platform into a new corner of the auto market. This move deepens Lemonade’s push to pair advanced automation with insurance underwriting, while also supporting its broader ambitions for product and geographic expansion. Next, we’ll explore how entering Tesla’s autonomous insurance space could influence Lemonade’s investment narrative and long-term business...
NasdaqGS:ZBIO
NasdaqGS:ZBIOBiotechs

Does Zenas BioPharma (ZBIO) CEO’s Million‑Dollar Share Buy Reframe Management Credibility After Recent Setbacks?

Zenas BioPharma recently disclosed that CEO Lonnie Moulder purchased over US$1,000,000 of company shares after earlier disappointment over Phase 3 INDIGO results for obexelimab in Immunoglobulin G4-Related Disease and the announcement of a securities investigation by Pomerantz LLP. This combination of adverse clinical and legal headlines followed by a sizable insider buy has sharpened investor focus on management’s conviction and the future of Zenas’s autoimmune pipeline. We’ll now examine...
NasdaqGS:GT
NasdaqGS:GTAuto Components

Is It Time To Reassess Goodyear Tire & Rubber (GT) After Its Recent Share Price Rise?

If you are wondering whether Goodyear Tire & Rubber's current share price reflects its true worth, you are not alone. Many investors are asking if the recent moves are justified by underlying value. The stock last closed at US$10.54, with returns of 12.0% over 7 days, 14.2% over 30 days, 18.2% year to date and 25.5% over the past year, while the 3 year and 5 year returns stand at a 2.9% decline and a 25.1% decline respectively. Recent price action has put a spotlight on how the market...
NYSE:WST
NYSE:WSTLife Sciences

Is It Time To Revisit West Pharmaceutical Services (WST) After Recent Share Price Rebound?

If you are wondering whether West Pharmaceutical Services is fairly priced or offering value right now, looking at a clear, structured view of its valuation can help you decide how it fits into your watchlist. The share price closed at US$248.95, with a 7.7% gain over the last 7 days, while the 1 year return sits at a 22.3% decline and the year to date return is a 9.9% decline. Over the past month, the stock recorded a 9.6% decline, and over 3 and 5 year periods the returns are 7.4% and...
NYSE:UTZ
NYSE:UTZFood

Is Utz Brands (UTZ) Pricing Look Attractive After Multi‑Year Share Price Decline

If you are wondering whether Utz Brands at around US$10.98 is a bargain or fairly priced, this article will walk you through what the current share price might be implying. The stock has posted a 4.2% return over the last week and 10.5% over the last month, although it still shows a 6.7% return year to date and a 16.2% decline over the last year, extending to a 29.1% decline over three years and 53.6% over five years. Recent coverage of Utz Brands has focused on the company as a listed snack...
NYSE:PPG
NYSE:PPGChemicals

Why PPG Industries (PPG) Is Up 9.4% After Profit Rebound And Exclusive QCG Coatings Deal

PPG Industries recently reported past fourth-quarter 2025 results showing higher sales of US$3,914 million and a shift from a net loss to net income of US$300 million, alongside securing a sole-supplier refinish coatings agreement with Quality Collision Group’s more than 95 repair centers. Together with new 2026 earnings guidance and the launch of its UL 263-certified, low-VOC PPG STEELGUARD 652 fire protection coating, the company is emphasizing higher-margin technologies and deeper...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Assessing Carvana (CVNA) Valuation After Strong Q3 2025 Results And Confident Growth Guidance

Carvana (CVNA) is back in focus after reporting a strong Q3 2025, with higher retail units sold, revenue growth, and record operating income. This performance has led management to offer confident guidance for Q4. See our latest analysis for Carvana. The Q3 update and the recent expansion of same day delivery into the Eugene area come against a backdrop of a volatile share price, with a 25.25% 90 day share price return but a 12.83% decline over 30 days, while total shareholder return over the...
NasdaqGS:FORM
NasdaqGS:FORMSemiconductor

FormFactor (FORM) Valuation Check After Record Results And Strong AI Test Demand Guidance

FormFactor (FORM) has drawn fresh attention after releasing record fourth quarter and full year 2025 results, with earnings and revenue ahead of expectations and guidance that points to meaningfully higher first quarter 2026 revenue. See our latest analysis for FormFactor. The earnings beat and upbeat guidance appear to have reset expectations, with FormFactor’s 1 day share price return of 7.65% and 90 day share price return of 68.61% pointing to strong momentum. The 1 year total shareholder...
NasdaqGS:FFBC
NasdaqGS:FFBCBanks

First Financial Bancorp (FFBC) Is Up 7.5% After Record Fee Income And Shelf Offering News – Has The Bull Case Changed?

First Financial Bancorp. recently reported its fourth quarter and full-year 2025 results, showing higher net interest income year on year and full-year net income of US$255.61 million, while also affirming a US$0.25 quarterly dividend and reducing net charge-offs compared with the prior year period. Alongside these results, the bank filed a US$79.29 million shelf registration for 2,753,094 common shares and continued integrating the Westfield acquisition, which boosted deposits and fee...
NYSE:TWO
NYSE:TWOMortgage REITs

Should Two Harbors Investment’s (TWO) 2025 Earnings Swing From Profit to Loss Require Investor Action?

Two Harbors Investment Corp. recently reported its fourth-quarter and full-year 2025 results, swinging from net income of US$276.73 million in the prior-year quarter to net income of US$11.72 million, and from full-year net income of US$298.17 million to a net loss of US$454.3 million. This reversal also showed up at the per-share level, with earnings from continuing operations turning into basic and diluted losses of US$0.02 for the quarter and US$4.88 for the year, highlighting a sharp...
NYSE:ABR
NYSE:ABRMortgage REITs

Is Arbor Realty Trust (ABR) Pricing Reflect Long-Term Value After Steep Multi-Year Share Price Slide

If you are wondering whether Arbor Realty Trust is priced attractively right now, this article will walk you through what the current share price might be implying about its value. The stock last closed at US$7.80, with returns of 1.3% over the past week, a 3.3% decline over the past month, a 1.9% decline year to date, and a 35.9% decline over the past year, as well as a 23.3% decline over three years and a 13.0% decline over five years. Recent coverage of Arbor Realty Trust has focused on...
NYSEAM:TMP
NYSEAM:TMPBanks

Why Tompkins Financial (TMP) Is Up 5.3% After Stronger 2025 Earnings And Dividend Increase

Tompkins Financial Corporation reported past fourth-quarter and full-year 2025 results showing higher net interest income and net income versus 2024, with basic earnings per share from continuing operations rising to US$6.74 for the quarter and US$11.30 for the year. Alongside these stronger earnings, the company raised its regular quarterly dividend to US$0.67 per share and completed a small share repurchase program, highlighting a continued focus on returning cash to shareholders despite...
NYSE:PGR
NYSE:PGRInsurance

Progressive (PGR) Valuation Check As Strong Earnings Meet Softer Analyst Outlook And Sell Rating

Why Progressive’s earnings and analyst sentiment are pulling investor focus Progressive (PGR) has moved into the spotlight after a strong full year 2025 earnings report coincided with softer analyst expectations for the current quarter and fiscal year, along with a Zacks Rank #4 (Sell). That mix of solid reported results and more cautious forward estimates is creating a gap between what the company just delivered and what some analysts now project. This difference is what many investors are...
NYSE:BRBR
NYSE:BRBRPersonal Products

A Look At BellRing Brands (BRBR) Valuation After Inventory Stockpiling Disclosure And Legal Challenges

BellRing Brands (BRBR) is under pressure after acknowledging that earlier strong sales were tied to retailers stockpiling inventory rather than underlying consumer demand, a disclosure now central to multiple securities class action investigations. See our latest analysis for BellRing Brands. The legal fallout from BellRing's inventory disclosure has gone hand in hand with sharp market repricing, with a 7 day share price return of 21.51% decline and a 1 year total shareholder return of 74.50%...
NYSE:LLY
NYSE:LLYPharmaceuticals

Is Eli Lilly (LLY) Still Attractive After Strong Multi‑Year Share Price Gains?

If you are wondering whether Eli Lilly's current share price still makes sense for new money, the key question is how that price lines up against its underlying value. The stock most recently closed at US$1,058.18, with returns of 2.0% over the last 7 days, a 0.5% decline over 30 days, a 2.1% decline year to date, 21.4% over 1 year, 214.0% over 3 years and a very large gain over 5 years. Recent news coverage around Eli Lilly has largely focused on its position in major treatment areas and...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Assessing Apple (AAPL) Valuation After Strong Q1 Earnings And New AI Partnerships

Apple (AAPL) just delivered a busy start to 2026, with record first quarter results, fresh AI partnerships and regulatory clarity in Europe, giving investors several new data points to assess the stock. See our latest analysis for Apple. Those earnings and AI headlines arrive after a strong run in the stock, with Apple’s 7 day share price return of 7.18% and 30 day return of 7.23% helping push the 1 year total shareholder return to 22.73% and 5 year total shareholder return to 110.74%. This...
NasdaqGS:FRSH
NasdaqGS:FRSHSoftware

Freshworks (FRSH) Valuation Reassessed After Analysts Turn Cautious On Slower Revenue Growth

Why recent analyst sentiment matters for Freshworks Recent analyst coverage on Freshworks (FRSH) has turned more cautious, as revenue growth is viewed as lagging peers. This raises questions for investors about how to weigh the company’s current performance against its longer term ambitions. See our latest analysis for Freshworks. The cautious analyst tone appears to line up with recent market action, as Freshworks’ share price has a 30 day share price return of 27.12% decline and a 1 year...
NasdaqGS:SNDK
NasdaqGS:SNDKTech

Is It Too Late To Consider SanDisk (SNDK) After Its Recent Share Price Surge?

If you are wondering whether Sandisk is still worth your attention at current levels, this article will walk through what the recent share price means for its underlying value. Sandisk last closed at US$597.95, after returns of 3.8% over 7 days, 58.4% over 30 days and a very large year to date gain of 117.2%. This naturally raises questions about how the current price lines up with fundamentals. Recent coverage around Sandisk has focused on its role in the broader technology sector and how...