U.S. Insurance Stock News

NYSE:AORT
NYSE:AORTMedical Equipment

How Artivion’s Return To Profitability And Device Demand At Artivion (AORT) Has Changed Its Investment Story

In February 2026, Artivion reported its fourth-quarter and full-year 2025 results, with revenue rising to US$115.99 million for the quarter and US$441.33 million for the year, and net income improving to US$2.43 million and US$9.77 million respectively, reversing prior-year losses. Beyond the headline return to profitability, management credited strong demand for stent grafts and the On-X mechanical heart valve, supported by fresh clinical data, while acknowledging lingering operational...
NasdaqGM:NVTS
NasdaqGM:NVTSSemiconductor

A Look At Navitas Semiconductor (NVTS) Valuation After Its New GeneSiC SiC Platform Launch

Why Navitas’ new GeneSiC platform matters for investors Navitas Semiconductor (NVTS) has introduced its 5th generation GeneSiC high voltage SiC Trench-Assisted Planar MOSFET platform. The company aims to improve efficiency and reliability in demanding power applications such as AI data centers and energy infrastructure. See our latest analysis for Navitas Semiconductor. At a share price of US$8.12, Navitas has seen a 1-day share price return of 3.05%, while its 30-day share price return of a...
NasdaqGS:APP
NasdaqGS:APPSoftware

Assessing AppLovin (APP) Valuation After Recent Share Price Weakness And Strong Growth Expectations

AppLovin (APP) has drawn fresh attention after recent share price weakness, with the stock showing negative returns over the past month and past 3 months. This has prompted investors to reassess the business behind its ad-tech platform. See our latest analysis for AppLovin. That recent pullback adds to a wider reset in sentiment, with a 30 day share price return of 27.42% and a 90 day share price return of 31.55% contributing to a year to date share price return of 38.44%, even though the 1...
NasdaqGS:WLTH
NasdaqGS:WLTHCapital Markets

Is Wealthfront (WLTH) Pricing Reflect Its Sharp Year To Date Share Price Slump

If you are wondering whether Wealthfront's share price gives you fair value today or a potential margin of safety, you are in the right place for a closer look at what the market might be pricing in. Wealthfront most recently closed at US$7.85, with a 1.0% return over the last 7 days, a 10.7% decline over 30 days and a 40.6% decline year to date, which raises questions about how sentiment and perceived risk are shifting. Recent coverage around Wealthfront has focused on its position within...
NYSE:BKV
NYSE:BKVOil and Gas

Assessing Whether BKV (BKV) Shares Are Mildly Undervalued After Recent Price Moves

Why BKV Is On Investors’ Radar Today BKV (BKV) has attracted fresh attention after recent trading, with the stock closing at US$29.70 and showing a mix of short term pressure and stronger performance over the past 3 months and year. For investors watching the energy space, the company’s current market profile sits alongside reported revenue of US$822.525 million and net income of US$44.481 million, offering a concrete snapshot of its scale and profitability. See our latest analysis for...
NYSE:SAH
NYSE:SAHSpecialty Retail

A Look At Sonic Automotive (SAH) Valuation After Recent Share Price Pullback

Sonic Automotive (SAH) has been drawing attention after recent share price moves, with the stock closing at US$62.75 and showing mixed returns over the past week, month, past 3 months, and year. See our latest analysis for Sonic Automotive. The recent 5.82% one day share price decline to US$62.75 follows a modest 2.48% 30 day share price return and a 1.80% year to date share price gain. The 1 year total shareholder return of a 6.76% decline contrasts with 18.11% over three years and 45.51%...
NYSE:DECK
NYSE:DECKLuxury

Is Deckers Outdoor (DECK) Pricing Reflect Its Recent Share Pullback And Cash Flow Outlook

If you are looking at Deckers Outdoor and wondering whether the current share price lines up with the underlying business, this article will walk you through the key valuation angles to help you frame that question. The stock last closed at US$118.17, with returns of 2.1% over the past week, 18.2% over the last 30 days, 10.7% year to date, but a 15.7% decline over the last year. The 3 year and 5 year returns sit at 74.5% and 113.9% respectively. Recent market attention on Deckers Outdoor has...
NYSE:INVH
NYSE:INVHResidential REITs

Invitation Homes Buyback And Valuation Gap Offer Fresh Investor Signals

Invitation Homes (NYSE:INVH) has completed a US$100 million share repurchase program. The buyback reduces the number of shares outstanding, which can affect key per share metrics for investors. This transaction signals management's confidence in the company's capital position and cash generation capacity. Invitation Homes focuses on owning and operating single family rental homes across the United States, a segment that continues to attract attention from both institutional and retail...
NYSE:CVX
NYSE:CVXOil and Gas

Chevron (CVX) Valuation Check After Recent Share Price Momentum

Why Chevron is on investors’ radar today Chevron (CVX) is back in focus after recent share price moves, with the stock last closing at US$184.91. For investors, the interest now is how that price stacks up against the company’s fundamentals. See our latest analysis for Chevron. Recent trading has been positive, with a 10.91% 1 month share price return adding to an 18.61% year to date move and a 22.38% 1 year total shareholder return. This suggests that momentum has been building rather than...
NYSE:MA
NYSE:MADiversified Financial

Mastercard (MA) Valuation Check After AI Driven Sector Selloff Spurs Payment Stock Repricing

Mastercard (MA) shares have been caught up in a sector wide pullback after a Citrini Research report on artificial intelligence risks to payment fees and enterprise software prompted investors to reassess exposure to payment networks. See our latest analysis for Mastercard. At a share price of US$496.03, Mastercard is now sitting below recent highs, with a 1 day share price return of 5.77% decline and a 90 day share price return of 9.23% decline, suggesting momentum has cooled even as recent...
NYSE:NNN
NYSE:NNNRetail REITs

Will NNN REIT's New Chair (NNN) Subtly Shift Its Long-Term Governance and Strategy Priorities?

NNN REIT has confirmed that Board Chairperson Steven D. Cosler retired on February 18, 2026, after nearly a decade of service, and independent director Edward J. Fritsch, an experienced REIT leader and former Highwoods Properties CEO, was appointed to succeed him. Fritsch’s long tenure on NNN’s board and his industry leadership roles at Highwoods and Nareit suggest continuity in governance and deep sector expertise at the helm. With Edward Fritsch now chairing the board, we’ll examine how...
NasdaqGS:RARE
NasdaqGS:RAREBiotechs

A Look At Ultragenyx Pharmaceutical (RARE) Valuation After FDA Priority Review For DTX401

Ultragenyx Pharmaceutical (RARE) is back in focus after the U.S. FDA accepted its Biologics License Application for DTX401, a gene therapy candidate for Glycogen Storage Disease Type Ia, and granted it Priority Review. See our latest analysis for Ultragenyx Pharmaceutical. The FDA Priority Review comes after a volatile period for Ultragenyx, with the latest share price at $22.51 and a 7-day share price return of 9.7% contrasting with a 90-day share price return of a 32.9% decline and a 1-year...
NasdaqGS:CWST
NasdaqGS:CWSTCommercial Services

Casella Waste Systems Pursues Deal Driven Growth As Margins Come Under Strain

Casella Waste Systems (NasdaqGS:CWST) has completed nine acquisitions, adding more than $115 million in annualized revenues. The company outlined an active pipeline of additional deals it aims to pursue in 2026. Management framed the acquisition push as a key lever for scaling operations and driving efficiencies across the business. For investors following NasdaqGS:CWST, this deal streak comes at a time when the stock is trading at $92.71 and has seen a 17.2% decline over the past year,...
NasdaqGS:CMCSA
NasdaqGS:CMCSATelecom

Comcast (CMCSA) Valuation Check As Quantum Trials Peacock Spending And Broadband Expansion Draw Investor Interest

Comcast (CMCSA) is back in focus after highlighting progress on several fronts, including a quantum computing trial to support network reliability, fresh content spending for Peacock, and continued broadband build outs in underserved communities. See our latest analysis for Comcast. Those quantum trials, Peacock sports spending and fresh broadband builds come as Comcast shares trade at $31.63, with a 30 day share price return of 7.95% and a 90 day gain of 18.55%, while the 1 year total...
NasdaqGS:TLN
NasdaqGS:TLNRenewable Energy

AWS Nuclear Supply Deal And Capacity Expansion Might Change The Case For Investing In Talen Energy (TLN)

Talen Energy recently secured a long-term agreement to supply carbon-free nuclear power from its Pennsylvania plant to Amazon Web Services' data center campus, supported by management’s reaffirmed 2026 Adjusted EBITDA guidance of US$1.75–US$2.05 billion and planned expansion of its gas-fired generation fleet. This combination of a multibillion-dollar, blue-chip contract and growth-focused capacity additions underscores how hyperscale data center demand is reshaping Talen’s power mix and...
NYSE:CAG
NYSE:CAGFood

Assessing Conagra Brands (CAG) Valuation After Recent Short Term Share Price Momentum

Conagra Brands (CAG) is back on investors’ radar after recent trading left the shares at $18.86, with mixed short term performance that includes a modest gain over the past month and the past 3 months. See our latest analysis for Conagra Brands. That recent 1 month share price return of 7.77% and 3 month gain of 6.31% sits against a 1 year total shareholder return decline of 21.46%. This combination suggests some short term momentum, while longer term holders are still under pressure. If...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

AMD Ties Helios AI Platform To India Data Center Growth Story

AMD (NasdaqGS:AMD) and Tata Consultancy Services announced an expanded collaboration to launch the rack scale Helios AI infrastructure platform. Helios is designed to support AI ready data centers across India using AMD hardware and software. The platform is aligned with India’s national AI initiatives and aims to support sovereign AI factories. For investors watching NasdaqGS:AMD, this move ties the company more closely to large scale AI infrastructure projects rather than just individual...
NYSE:DFH
NYSE:DFHConsumer Durables

Dream Finders Homes (DFH) Margin Compression Reinforces Bearish Narratives In FY 2025 Results

Dream Finders Homes (DFH) just wrapped up FY 2025 with Q4 revenue of US$1.2b and basic EPS of US$0.63 on net income of US$58.7m. The trailing twelve months show revenue of US$4.3b and EPS of US$2.33 on net income of US$217.2m. Over recent quarters, the company has seen revenue range from US$969.8m to US$1.2b, with quarterly EPS moving between US$0.47 and US$0.63. This puts the latest print in the context of a fairly active year for both top and bottom line. For investors, the key question now...
NYSE:TPR
NYSE:TPRLuxury

Is It Too Late To Consider Tapestry (TPR) After A 317% Five Year Surge?

Wondering if Tapestry is still good value after its recent run, or if the price has moved ahead of the story? This article will walk you through what the current share price might be implying. The stock closed at US$152.97, with a 7 day return of a 0.5% decline, a 30 day return of 17.6%, an 18.5% return year to date, an 84.2% return over 1 year, and a 284.1% return over 3 years, while the 5 year return stands at 317.3%. Recent attention on Tapestry has centered on its role in the consumer...
NasdaqGS:FTRE
NasdaqGS:FTRELife Sciences

Will Fortrea (FTRE) Executive Shifts Refocus Its Clinical Margin Story Or Signal Strategic Drift?

On 17 February 2026, Fortrea Holdings expanded its executive team by dedicating Oren Cohen, MD solely to the chief medical officer role and appointing Scott Dove, PhD as president of Clinical Pharmacology Services, with both serving on the Executive Committee. This leadership reshaping concentrates seasoned medical and early development expertise at the top of the organization, potentially affecting how Fortrea runs trials and manages its clinical pharmacology operations. Next, we’ll examine...
NasdaqGS:TER
NasdaqGS:TERSemiconductor

The Bull Case For Teradyne (TER) Could Change Following Its Aggressive AI Chiplet Test Expansion – Learn Why

In February 2026, Teradyne participated in the Chiplet Summit at the Santa Clara Convention Center, where Nitza Basoco and Jeorge Hurtarte presented on the company’s chiplet and AI-focused test technologies. These presentations, alongside Teradyne’s expansion in AI-oriented Semiconductor Test solutions through acquisitions and joint ventures, underscore how central AI data center and silicon photonics testing have become to its business profile. We’ll now examine how Teradyne’s push into...
NYSE:RVTY
NYSE:RVTYLife Sciences

Reassessing Revvity (RVTY) Valuation After Recent Share Price Weakness

Revvity (RVTY) drew investor attention after recent trading left the stock down about 18% over the past month and 8% over the past 3 months, prompting closer scrutiny of its fundamentals. See our latest analysis for Revvity. That recent 30 day share price return of a 16.8% decline, alongside a 15.2% decline in the 1 year total shareholder return and a 24.3% decline over 5 years, suggests sentiment has been fading despite the latest close at $97.12. If Revvity's recent swings have you...
NasdaqGS:JKHY
NasdaqGS:JKHYDiversified Financial

Is Jack Henry And Associates (JKHY) Fairly Priced After Recent Share Price Weakness?

Wondering if Jack Henry & Associates at around US$155.68 is offering fair value or an opportunity is common, and many investors are asking whether the current price really reflects what the business is worth. The stock has seen a 0.6% decline over the past week, a 15.9% decline over the past month and is down 12.7% year to date, with a 1 year return of 8.6%, a 3 year return of 2.3% and a 5 year return of 8.9%. Recent news coverage has largely focused on Jack Henry & Associates as an...
NYSE:BFAM
NYSE:BFAMConsumer Services

Bright Horizons (BFAM) Is Up 6.7% After Stronger Back-Up Care And U.K. Margin Gains – Has The Bull Case Changed?

Earlier in February 2026, Bright Horizons Family Solutions reported fourth-quarter 2025 results showing sales of US$733.7 million and full-year 2025 revenue of US$2.93 billion, alongside earnings per share from continuing operations of US$3.36 on a diluted basis. The company also issued fiscal 2026 revenue guidance of US$3.08–US$3.13 billion and highlighted continued strength in its back-up care segment and improving profitability in its U.K. operations, underscoring management’s focus on...