U.S. Insurance Stock News

NYSE:CNX
NYSE:CNXOil and Gas

A Look At CNX Resources (CNX) Valuation After Debt Refinancing And Earnings Momentum

CNX Resources (CNX) is in focus after announcing a US$500 million issue of 5.875% senior notes due 2034, with proceeds earmarked to retire existing 6.000% notes maturing in 2029. See our latest analysis for CNX Resources. The refinancing news comes at a time when CNX Resources' share price has gained 11.45% over the past 30 days and 9.36% over 90 days. Its 1 year total shareholder return of 32.76% and very large 3 and 5 year total shareholder returns suggest longer term momentum that...
NasdaqGS:ENTG
NasdaqGS:ENTGSemiconductor

A Look At Entegris (ENTG) Valuation After Strong Q4 Results And Upbeat Q1 Guidance

Entegris (ENTG) is back in focus after fourth quarter results topped analyst forecasts. Management pointed to strength in advanced node semiconductor applications and solid demand for CMP consumables and liquid filtration products. See our latest analysis for Entegris. At a share price of US$131.89, Entegris has logged a 91.7% 90 day share price return and a 47.26% year to date share price return. The 1 year total shareholder return of 22.65% points to momentum that has recently...
NYSE:CMG
NYSE:CMGHospitality

Is It Time To Reassess Chipotle Mexican Grill (CMG) After A 28% One Year Share Price Decline

If you are wondering whether Chipotle Mexican Grill’s current share price still makes sense after a strong multi year run, this article will walk through what that price actually implies about the company’s value. The stock last closed at US$38.72, with a 4.0% return over the past 7 days, a 3.3% return year to date, a 28.0% decline over the last year, and longer term returns of 24.7% over 3 years and 33.6% over 5 years. Recent news coverage has focused on Chipotle’s store expansion plans,...
NasdaqGS:HST
NasdaqGS:HSTHotel and Resort REITs

A Look At Host Hotels & Resorts (HST) Valuation After Recent Share Price Momentum

Why Host Hotels & Resorts Is Back on Investors’ Radar Host Hotels & Resorts (HST) has drawn fresh attention after a solid stretch of share gains, including around 9% over the past month and about 21% in the past 3 months. Those moves come alongside annual revenue of roughly US$5.95b and net income of about US$738m, prompting investors to reassess what they are paying today for one of the largest lodging REITs in the S&P 500. See our latest analysis for Host Hotels & Resorts. Beyond the recent...
NYSE:NEE
NYSE:NEEElectric Utilities

NextEra Energy Links New Transmission Build With AI Data Center Demand

NextEra Energy (NYSE:NEE) has received approval for a 220 mile high voltage transmission project developed with Exelon, expanding its role in regional grid infrastructure. The company is pairing this grid buildout with renewable projects and power arrangements that support large data center operators. Recent partnerships with major technology firms, including Meta and Google, tie new clean energy capacity to rising computing and AI power needs. For investors watching NYSE:NEE, this...
NasdaqGS:NDSN
NasdaqGS:NDSNMachinery

Assessing Whether Nordson (NDSN) Is Overvalued After Strong Earnings And Share Price Gains

Why Nordson’s latest earnings matter for shareholders Nordson (NDSN) has just reported first quarter results that highlight higher sales, net income, and earnings per share, giving investors fresh numbers to reassess the stock. See our latest analysis for Nordson. The latest earnings update appears to have reinforced a strong run in Nordson’s share price, with a 30 day share price return of 10.07% and a 90 day share price return of 31.22%. Over a longer horizon, total shareholder return of...
NYSE:BMY
NYSE:BMYPharmaceuticals

Is Bristol Myers Squibb (BMY) Pricing Reflecting DCF And P/E Signals After Recent Share Gains

If you are wondering whether Bristol-Myers Squibb is attractively priced right now, this article will walk through what the current share price might be implying about its underlying value. The stock recently closed at US$59.73, with returns of 8.1% over the last 30 days and 14.1% over the past year, while the 3 year return sits at a 4.0% decline and the 5 year return at 16.4%. Recent news coverage around Bristol-Myers Squibb has focused on its position as a large pharmaceutical and biotech...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

E-Commerce Today - AI Shopping Assistants Transform Online Consumer Experience

Comparor has announced the launch of its AI-powered shopping assistant, a tool designed to streamline the online shopping process by offering instant product recommendations and real-time price comparisons across multiple retailers. This solution leverages artificial intelligence to process natural language requests and deliver optimized shopping options, helping users save time and make more informed purchasing decisions. As an emerging trend in e-commerce, AI-enabled tools like Comparor’s...
NasdaqGS:CSIQ
NasdaqGS:CSIQSemiconductor

Should Canadian Solar’s (CSIQ) New Japan and Texas Storage Deals Prompt a Fresh Look at e-STORAGE?

Canadian Solar Inc. announced that its e-STORAGE business has delivered its first grid-connected SolBank-based battery energy storage system in Japan and entered long-term supply and service agreements for two standalone SolBank 3.0 battery projects totaling 503 MWh DC in Texas. These moves highlight e-STORAGE’s growing global footprint and its role in grid flexibility and renewable integration across both regulated Japanese markets and the competitive ERCOT market. We’ll now examine how...
NYSE:SGI
NYSE:SGIConsumer Durables

A Look At Somnigroup International’s Valuation After Cautious 2026 Outlook And Earnings Miss

Somnigroup International (SGI) released fourth quarter and full year 2025 results alongside a cautious 2026 outlook, combining strong reported revenue figures with earnings guidance that fell short of market expectations and stirred investor concern. See our latest analysis for Somnigroup International. The mixed earnings release and cautious 2026 guidance prompted a sharp single day drop earlier in the week, and the 7 day share price return of 7.22% reflects that reset. However, the 12 month...
NasdaqGS:JJSF
NasdaqGS:JJSFFood

Is J&J Snack Foods (JJSF) Price Drop Creating A Potential Value Opportunity?

If you are wondering whether J&J Snack Foods is priced fairly right now or offering value at a discount, this article will walk through what the numbers are actually saying. The stock recently closed at US$84.87, with returns of 3.1% over 7 days, a 12.6% decline over 30 days, a 6.2% decline year to date, and a 30.0% decline over 1 year. These moves can change how the market views both its growth potential and risk. Recent coverage of J&J Snack Foods has focused on its role in the frozen and...
NYSE:OII
NYSE:OIIEnergy Services

Does Strong 2025 Earnings and Buybacks Change The Bull Case For Oceaneering International (OII)?

In the fourth quarter and full year ended December 31, 2025, Oceaneering International reported sales of US$668.57 million and US$2.78 billion, respectively, with quarterly net income rising to US$177.65 million and full-year net income reaching US$353.76 million, alongside higher diluted EPS from continuing operations versus the prior year. An interesting aspect of these results is that Oceaneering expanded profit significantly even as fourth-quarter revenue declined year over year,...
NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

Jana Push At Fiserv Tests Turnaround Story And Portfolio Focus

Jana Partners has built a significant stake in Fiserv and is publicly pushing for operational and governance changes. The activist investor is calling for a review of non core businesses and potential board refreshment. Jana has voiced support for CEO Mike Lyons' ongoing turnaround efforts while urging a fresh look at the company's structure. For existing and potential shareholders in NasdaqGS:FISV, this intervention comes after a mixed share price record. The stock closed at $63.01, with a...
NYSE:EQR
NYSE:EQRResidential REITs

Does EQR’s 2026 EPS Outlook and Near-Complete Buyback Shift the Bull Case for Equity Residential?

In early February 2026, Equity Residential reported its fourth-quarter and full-year 2025 results, showing higher annual sales and earnings, issued first-quarter and full-year 2026 EPS guidance of US$0.29–US$0.33 and US$1.44–US$1.56 respectively, and disclosed that it has repurchased 3,400,000 shares for US$205.7 million under a long-running buyback program. The combination of growing full-year 2025 earnings and continued buybacks, with more than 98% of the authorized repurchase plan now...
NasdaqGS:EXE
NasdaqGS:EXEOil and Gas

A Look At Expand Energy’s Valuation As Earnings Beat And 2026 Outlook Highlight Growth And Capital Returns

Expand Energy (EXE) just delivered quarterly earnings and revenue above analyst expectations, supported by higher production, stronger cash flow and lower breakeven costs in its Haynesville operations, alongside new 2026 production and capital allocation plans. See our latest analysis for Expand Energy. Despite the earnings beat and updated 2026 production plans, the share price has eased recently, with a 90 day share price return of 13.08% and a year to date share price decline of 9.34%,...
NYSE:IDA
NYSE:IDAElectric Utilities

How Investors May Respond To IDACORP (IDA) Landing Aristotle Capital Boston’s Vote of Confidence

IDACORP recently drew fresh attention after Aristotle Capital Boston added the Idaho-based electric utility to its portfolio, praising strong industrial load growth, regional transmission opportunities, and a robust five-year capital investment plan. The asset manager’s emphasis on constructive regulation, expanding rate base, and long-term earnings potential has sharpened investor focus on IDACORP’s growth and infrastructure story ahead of its Q4 2025 results release and earnings call held...
NasdaqGS:DFTX
NasdaqGS:DFTXPharmaceuticals

Jefferies’ DT120 Confidence and Psychedelic Tailwinds Might Change The Case For Investing In Definium Therapeutics (DFTX)

Jefferies recently began covering Definium Therapeutics, highlighting Phase IIb data showing a single dose of lead candidate DT120 achieved a 48% remission rate in generalized anxiety disorder and assigning strong confidence in its upcoming Phase III trials. At the same time, strong late-stage results and regulatory progress for COMP360 at Compass Pathways have lifted sentiment across the psychedelics space, indirectly enhancing investor attention on Definium’s clinical pipeline. Next, we’ll...
NasdaqGS:ANDE
NasdaqGS:ANDEConsumer Retailing

Andersons (ANDE) Thin 0.9% Net Margin Reinforces Bearish Low Profitability Narrative

Andersons (ANDE) has just wrapped up FY 2025 with fourth quarter revenue of US$2.5 billion, basic EPS of US$1.98 and net income of US$67.4 million. Trailing twelve month revenue came in at about US$11.0 billion with EPS of US$2.81. Over recent quarters the company has seen quarterly revenue move between US$2.5 billion and US$3.1 billion, with EPS ranging from close to flat at US$0.01 in Q1 2025 to US$1.98 in Q4. This creates a backdrop where modest net profit margins and small shifts in...
NYSE:MSM
NYSE:MSMTrade Distributors

How JP Morgan’s Downgrade And Self‑Help Concerns At MSC Industrial Direct (MSM) Has Changed Its Investment Story

On February 6, 2026, JP Morgan downgraded MSC Industrial Direct to Neutral, expressing concern that its self-help initiatives have not delivered clear operational benefits. Just weeks earlier, shareholders had strongly re-elected all ten directors, highlighting solid support for the same management team now facing renewed scrutiny over execution. Next, we will examine how JP Morgan’s concern over MSC’s self-help efforts could influence the company’s existing investment narrative. The...
NYSE:RMD
NYSE:RMDMedical Equipment

A Look At ResMed (RMD) Valuation After Robust Q2 Beat And Upgraded Analyst Outlook

ResMed (RMD) is back in focus after a strong fiscal Q2, where its Masks & Accessories and Devices businesses outperformed expectations and analysts responded by lifting their financial outlook and maintaining positive coverage. See our latest analysis for ResMed. ResMed’s share price has moved to US$258.91, with a 6.15% 90 day share price return and a 1 year total shareholder return of 11.4%. This suggests momentum has been building around its recent Q2 beat and margin guidance. If this Q2...