U.S. Insurance Stock News

NYSE:JELD
NYSE:JELDBuilding

JELD WEN Holding (JELD) Deep FY 2025 Loss Tests Bullish Turnaround Narratives

JELD-WEN Holding (JELD) has just posted a tough FY 2025 finish, with fourth quarter revenue of US$802 million and a basic EPS loss of US$0.47, alongside trailing 12 month revenue of about US$3.2 billion and a full year basic EPS loss of US$7.27. The company has seen quarterly revenue move from US$895.7 million in Q4 2024 to US$802 million in Q4 2025, while basic EPS shifted from a loss of US$0.81 to a loss of US$0.47 over the same period. This leaves investors to consider whether pressure on...
NasdaqGS:CSX
NasdaqGS:CSXTransportation

Is CSX’s US$670 Million Locomotive Upgrade Program Altering The Investment Case For CSX (CSX)?

Earlier this month, CSX Corporation announced a US$670 million agreement with Wabtec to add 100 new Evolution Series locomotives, modernize 50 older units, and integrate fuel-saving digital systems such as Trip Optimizer with Smart Horsepower per Ton across its fleet. This large-scale upgrade program, including converting aging DC locomotives to AC traction and extending their service life, marks a significant push to enhance efficiency, reliability, and technology across CSX’s rail...
NYSE:HOG
NYSE:HOGAuto

Harley-Davidson Reset Targets 2026 Turnaround As Tariffs And Valuation Bite

Harley-Davidson (NYSE:HOG) is contending with rising tariff pressures and is resetting its operations with a focus on aggressive inventory cleanup and cost savings. The company is targeting a turnaround in 2026 while signaling a transition period through a leadership change on its board. Harley-Davidson has also announced a fresh quarterly dividend, highlighting an updated approach to capital allocation during this reset. Harley-Davidson enters this transition with its share price at $20.58...
NasdaqGS:SPSC
NasdaqGS:SPSCSoftware

SPS Commerce MAX AI Launch Tests Growth Story After 100th Quarter

SPS Commerce (NasdaqGS:SPSC) has introduced MAX, a new suite of AI-powered supply chain tools. The company has reached 100 consecutive quarters of revenue growth. Alongside the product launch, SPS Commerce announced a CFO transition and new independent board appointments. SPS Commerce, trading at around $58.4, is rolling out MAX at a time when its share price has seen sharp declines, with a 14.8% drop over the past week and a 35.2% decline over the past month. Returns are also weaker over...
NYSE:DT
NYSE:DTSoftware

How Investors Are Reacting To Dynatrace (DT) Revenue Beat, Higher Guidance and New Buyback Authorization

In early February 2026, Dynatrace reported third-quarter revenue of US$515.47 million and net income of US$40.06 million, alongside a new US$1.00 billion share repurchase authorization after completing a prior US$500.00 million buyback. While earnings per share were lower than a year earlier, management raised full-year 2026 revenue guidance, underscoring confidence in demand for its AI-powered observability platform and related log and security offerings. Now we’ll examine how the raised...
NYSE:FCX
NYSE:FCXMetals and Mining

Is Freeport McMoRan (FCX) Still Attractive After A 64% One Year Share Price Jump

If you are wondering whether Freeport-McMoRan at around US$62.55 is still offering value or has already priced in the story, you are in the right place for a closer look at what you are really paying for. The stock has moved around recently, with a 1 year return of 64.4%, 3 year return of 56.0%, 5 year return of 76.8%, a year to date return of 20.5%, a 30 day return of 6.5%, and a 7 day return that reflects a 4.4% decline. Recent headlines around Freeport-McMoRan have focused on factors such...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Nvidia Exit Leaves Arm Focused On AI Licensing And Investor Expectations

Nvidia has fully exited its equity stake in Arm Holdings, NasdaqGS:ARM, closing out its investment in the chip designer. The move follows the previously discontinued acquisition attempt between the two companies. Nvidia has framed the decision as part of a broader focus on artificial intelligence and portfolio refinement. Arm designs processor architectures that sit at the heart of many smartphones and connected devices, with its technology licensed across the global semiconductor industry...
NasdaqGS:VLY
NasdaqGS:VLYBanks

A Look At Valley National Bancorp (VLY) Valuation After Recent Share Price Gains

Recent performance snapshot for Valley National Bancorp (VLY) Valley National Bancorp (VLY) has drawn attention after recent share price moves, with the stock showing a mix of short term pullbacks and gains over the past month and the past 3 months. See our latest analysis for Valley National Bancorp. Looking beyond the latest pullback, Valley National Bancorp’s recent 30-day share price return of 12.17% and 90-day share price return of 26.62% contrast with a stronger 1-year total shareholder...
NasdaqGS:GLBE
NasdaqGS:GLBEMultiline Retail

Global E Online (GLBE) Earnings Turn Positive EPS Story Tests High Growth Narratives

Global‑E Online (GLBE) has just posted its FY 2025 third quarter numbers, with revenue of US$220.8 million and basic EPS of US$0.08 on net income of US$13.2 million. This gives investors fresh data on how the cross border e commerce platform is converting top line scale into bottom line results. The company has seen quarterly revenue move from US$168.0 million in Q2 2024 to US$175.9 million in Q3 2024, then to US$189.9 million in Q1 2025, US$214.9 million in Q2 2025 and US$220.8 million in...
NYSE:CVS
NYSE:CVSHealthcare

Is CVS Health (CVS) Pricing Reflect Its Integrated Healthcare Model After Recent Share Gains

If you are wondering whether CVS Health's current share price offers good value or not, you are not alone. This article is designed to help you size up the stock using a few different valuation angles. Over the past year, CVS Health shares have returned 21.6%. The stock is up 0.9% over the last 7 days, down 1.1% over 30 days, and down 3.0% year to date from a last close of US$77.75, which may hint at shifting views on both its upside and its risks. Recent headlines have focused on CVS...
NYSE:DHI
NYSE:DHIConsumer Durables

How Earnings Beat and Insider Sales Shape D.R. Horton’s (DHI) Resilience Narrative

D.R. Horton recently reported first-quarter fiscal 2026 results that surpassed analyst expectations, alongside disclosures of insider share sales by senior executives including Aron Odom and Murray Michael J. The earnings beat, combined with third-party assessments highlighting the company’s strong balance sheet, high profitability metrics, and consistent operations, underscores D.R. Horton’s financial resilience despite concerns around softer home sales. Now we’ll examine how this earnings...
NYSE:LMT
NYSE:LMTAerospace & Defense

Assessing Lockheed Martin (LMT) Valuation After Strong Recent Share Price Momentum

Lockheed Martin stock overview Lockheed Martin (LMT) has drawn investor interest after recent performance data showed a last close of $649.81, supported by reported annual revenue of $75.048b and net income of $5.017b. See our latest analysis for Lockheed Martin. Recent share price momentum has been strong, with a 30 day share price return of 11.57% and a 90 day gain of 38.77%. The 1 year total shareholder return of 54.51% sits alongside a 5 year total shareholder return of 115.14%, which may...
NYSE:AXTA
NYSE:AXTAChemicals

Axalta Coating Systems (AXTA) Is Up 5.9% After 2025 Results And 2026 Outlook Update - Has The Bull Case Changed?

In February 2026, Axalta Coating Systems reported fourth quarter 2025 sales of US$1,262 million and net income of US$60 million, alongside full-year 2025 sales of US$5,117 million and net income of US$378 million, and issued 2026 guidance calling for a mid-single digit revenue decline in the fourth quarter but low single digit growth for the full year driven by price-mix, FX and second-half volume improvement. The company also confirmed completion of its previously announced US$266.68...
NYSE:GIS
NYSE:GISFood

Is It Time To Reassess General Mills (GIS) After A Three Year Share Price Slump

If you are wondering whether General Mills shares offer solid value at today's price, this article will explain what the current market is implying and how that compares with several valuation checks. The stock recently closed at US$45.36, with returns of 1.9% over the past 30 days, a 17.9% decline over the last year, and a 36.4% decline over three years, which may be affecting how investors see its risk and return trade off. Recent coverage of General Mills has focused on its role as a...
NYSE:ORI
NYSE:ORIInsurance

Is It Too Late To Consider Old Republic International (ORI) After Its Strong Five Year Run

If you are wondering whether Old Republic International is still good value after its long run, you are not alone. This article walks through what the current share price might be pricing in. The stock closed at US$41.70, with recent returns of a 1.5% decline over 7 days, a 3.1% decline over 30 days, a 3.6% decline year to date, but a 24% gain over 1 year and a very large 5 year return of about 3x. These moves sit against a backdrop of ongoing interest in Old Republic International as a long...
NasdaqGS:JD
NasdaqGS:JDMultiline Retail

A Look At JD.com (NasdaqGS:JD) Valuation As Joybuy And JoyExpress Expand Into Europe

JD.com (NasdaqGS:JD) has drawn fresh attention after announcing JoyExpress, a dedicated express delivery network in Europe that will support its upcoming Joybuy online retail launch across key EU markets. See our latest analysis for JD.com. Despite the Joybuy and JoyExpress expansion, JD.com’s share price return has been weak, with a 30 day share price return decline of 5.16% and a 1 year total shareholder return decline of 28.04%, suggesting sentiment has softened even as its international...
NasdaqGS:RXRX
NasdaqGS:RXRXBiotechs

Is The Exit Of Nvidia And Novo Holdings Altering The Investment Case For Recursion Pharmaceuticals (RXRX)?

In recent months, Recursion Pharmaceuticals has seen major shareholders Nvidia and Novo Holdings fully exit their positions, ahead of its upcoming fourth-quarter 2025 earnings release and planned FDA discussions on lead candidate REC-4881. These high-profile departures come as Recursion advances its AI-enabled drug discovery platform and clinical pipeline, testing investor conviction in its partnership-driven business model and capital needs. Next, we’ll examine how the exit of high-profile...
NYSE:ONON
NYSE:ONONLuxury

On Holding Names New CFO As Focus On Governance And Margins Grows

On Holding (NYSE:ONON) has appointed Frank Sluis as its new Chief Financial Officer. The company is separating the previously combined CEO and CFO responsibilities. The new structure introduces a dedicated finance head alongside the existing chief executive. On Holding, best known for its performance footwear and apparel, operates in a competitive global sportswear and athleisure market where brand strength and operational discipline are closely watched by investors. Bringing in a dedicated...
NasdaqCM:PLUG
NasdaqCM:PLUGElectrical

Plug Power Expands Share Capacity As Lawsuits Raise Investor Risk Questions

Plug Power (NasdaqCM:PLUG) shareholders have approved a proposal to double the company’s authorized common stock, expanding its capacity to issue new shares without an immediate reverse stock split. At the same time, multiple class action lawsuits claim Plug Power misled investors about its U.S. Department of Energy loan prospects and the viability of large scale hydrogen projects, following executive turnover and a shift in business focus. Plug Power’s shares recently closed at $1.86, with...
NYSE:TGT
NYSE:TGTConsumer Retailing

Target Expansion And Leadership Reset Raise New Questions For Investors

Target, NYSE:TGT, plans to open more than 30 new stores in 2026 and 300 by 2035 as part of a broad expansion of its physical footprint. The company is reshaping its leadership team under a new CEO while reorganizing corporate functions to shift more resources toward stores. Management is putting heavier emphasis on in store staffing and customer service after recent declines in sales and foot traffic. Target shares most recently closed at $115.66, with the stock up 15.1% year to date, but...
NYSE:POR
NYSE:PORElectric Utilities

Portland General Electric Expands Into Washington With US$1.9b PacifiCorp Deal

Portland General Electric, NYSE:POR, announced a $1.9b deal to acquire PacifiCorp's wind, natural gas generation, and distribution assets in Washington. The acquisition is set to expand Portland General Electric's service area and increase its customer base by an estimated 15% to 18%. The company will gain additional generation capacity and a broader platform for future clean energy investments in the region. For investors watching regulated utilities, Portland General Electric now sits in...
NasdaqGM:FUTU
NasdaqGM:FUTUCapital Markets

What Futu Holdings (FUTU)'s Surging User Growth and Analyst Support Means For Shareholders

Futu Holdings recently reported continued expansion of its Futubull and Moomoo digital brokerage platforms, with registered users reaching 28.16 million and funded brokerage accounts also rising across its key Asia-Pacific markets. This rapid user and account growth, highlighted by analyst Shuo Yang of Goldman Sachs, underscores how scale and perceived competitive strengths may be reinforcing Futu’s position in online investing services. We’ll now examine how this strong user growth and...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Reddit Ad Tech Integrations Put Community Data To A Broader Test

Reddit (NYSE:RDDT) is now fully integrated into Innovid’s Social Ads Manager, giving marketers end to end Reddit ad management in that platform. Shirofune has added Reddit inventory to its system, allowing users to run and optimize Reddit ads alongside other social channels. These integrations extend Reddit’s presence in core ad tech workflows and widen access for brands that rely on third party tools. For you as an investor, the key point is that Reddit is plugging its ad inventory into...
NasdaqGS:NXT
NasdaqGS:NXTElectrical

How Investors Are Reacting To Nextpower (NXT) Jinko Solar Steel Frame Supply Deal

On 17 February 2026, Nextpower announced a multi-year agreement to supply more than one gigawatt of U.S.-manufactured steel module frames to Jinko Solar’s Jacksonville, Florida facility, with production expected to begin in mid-2026 and potential to scale to three gigawatts over three years. The deal highlights growing adoption of steel frames for tier-one solar modules, enhancing domestic content benefits for developers and encouraging further expansion of Nextpower’s manufacturing...