U.S. Insurance Stock News

NasdaqGS:LECO
NasdaqGS:LECOMachinery

Lincoln Electric (LECO) Margin Expansion Reinforces Bullish Automation Narrative Despite Premium Valuation

Lincoln Electric Holdings (LECO) has wrapped up FY 2025 with Q4 revenue of US$1,078.7 million and basic EPS of US$2.48, while trailing twelve month revenue came in at US$4.2 billion with EPS of US$9.39. Over the past six quarters in the data set, revenue has ranged from US$983.8 million to US$1,088.7 million per quarter and quarterly EPS has moved between US$1.78 and US$2.58, giving you a clear view of how the top and bottom lines have been tracking into this latest print. With net profit...
NYSE:HOG
NYSE:HOGAuto

Weak Quarter, Buybacks and Rating Risk Could Be A Game Changer For Harley-Davidson (HOG)

In the past week, Harley-Davidson reported fourth-quarter 2025 results showing a net loss of US$279.3 million and a basic loss per share of US$2.44, alongside weaker full-year profitability and a completed US$500.72 million share buyback that retired 16,576,158 shares. At the same time, management framed 2026 as a transition year focused on resetting dealer inventory and profitability, while S&P Global Ratings warned its investment-grade credit rating could be cut to junk pending a new...
NasdaqGS:BKR
NasdaqGS:BKREnergy Services

Is It Too Late To Consider Baker Hughes (BKR) After Strong Multi Year Share Price Gains?

If you are wondering whether Baker Hughes is still worth considering at current levels, the key question is how its price compares with its underlying value. The stock last closed at US$61.20, with returns of 3.9% over 7 days, 22.4% over 30 days, 29.8% year to date, 34.1% over 1 year, 113.5% over 3 years and 194.8% over 5 years. This naturally raises questions about what is already priced in and how perceptions of risk may have shifted. Recent headlines have focused on Baker Hughes' role in...
NYSE:BABA
NYSE:BABAMultiline Retail

Pentagon Listing Stirs Questions For Alibaba’s Global AI Growth Story

Alibaba Group Holding (NYSE:BABA) was briefly added to a US Pentagon list of companies alleged to support the Chinese military, before the designation was withdrawn the same day. The episode raises questions about potential regulatory and reputational pressure for Alibaba’s international operations, even without immediate legal restrictions. This comes as Alibaba steps up its global AI efforts, including its open source RynnBrain model and new partnerships. For investors watching NYSE:BABA,...
NYSE:TWLO
NYSE:TWLOIT

Twilio (TWLO) Q4 EPS Loss Challenges Profitability‑Focused Bull Narrative

Twilio (TWLO) closed FY 2025 with fourth quarter revenue of US$1.37b and basic EPS of a US$0.30 loss, as net income excluding extra items came in at a loss of US$45.85m. Across the year, the company has seen quarterly revenue move from US$1.17b in Q1 to US$1.37b in Q4. Basic EPS ranged from US$0.13 in Q1 to US$0.24 in Q3, before swinging back to a loss in the final quarter. This sets up a mixed but margin-focused story for investors to unpack. See our full analysis for Twilio. With the...
NYSE:EPRT
NYSE:EPRTREITs

Essential Properties Realty Trust (EPRT) FFO Growth Reinforces Predictable Income Narrative

Essential Properties Realty Trust (EPRT) just posted its FY 2025 numbers with fourth quarter revenue of US$149.9 million, basic EPS of US$0.34 and funds from operations of US$108.9 million, giving investors a fresh read on its income producing portfolio. The company has seen quarterly revenue move from US$119.7 million in Q4 2024 to US$149.9 million in Q4 2025, while basic EPS went from US$0.31 to US$0.34 over the same period, with FFO per share stepping from US$0.49 in Q3 2024 to US$0.54 in...
NasdaqGS:HIMX
NasdaqGS:HIMXSemiconductor

Himax Technologies (HIMX) Margin Compression Challenges Bullish Earnings Growth Narrative

Himax Technologies (HIMX) closed FY 2025 with fourth quarter revenue of US$203.1 million and basic EPS of US$0.07, alongside net income of US$6.3 million, setting a clear marker for how the year wrapped up. Over recent periods the company has seen quarterly revenue move from US$237.2 million and EPS of US$0.14 in Q4 2024 to US$215.1 million and EPS of US$0.11 in Q1 2025, US$214.8 million and EPS of US$0.09 in Q2, and US$199.2 million and EPS of US$0.01 in Q3, before landing at the latest Q4...
NYSE:HNGE
NYSE:HNGEHealthcare

Hinge Health (HNGE) Valuation Check After Recent Share Price Swings

Hinge Health (HNGE) is in focus after recent trading swings, with the share price at US$38.94 and mixed returns over the past week, month, and past 3 months drawing fresh attention from investors. See our latest analysis for Hinge Health. The recent 24.9% 7 day share price return comes after a softer patch, with the 30 day and year to date share price returns of 10.1% and 14.5% declines suggesting momentum has picked up again in the very short term. If this kind of sharp move has caught your...
NYSE:SQM
NYSE:SQMChemicals

Assessing SQM (NYSE:SQM) Valuation As Low Cost Lithium Position And EV Demand Support Momentum

Recent commentary around Sociedad Química y Minera de Chile (NYSE:SQM) has focused on its role as a low cost lithium producer, supported by strong electric vehicle demand, rising specialty plant nutrition volumes, and favorable pricing conditions. See our latest analysis for Sociedad Química y Minera de Chile. At a latest share price of US$70.91, Sociedad Química y Minera de Chile has seen a 29.99% 90 day share price return and an 83.56% 1 year total shareholder return. This suggests momentum...
NasdaqCM:FMAO
NasdaqCM:FMAOBanks

Farmers & Merchants Bancorp (FMAO) Net Interest Margin Expansion Reinforces Bullish Narratives

Farmers & Merchants Bancorp (FMAO) has wrapped up FY 2025 with fourth quarter revenue of US$31.9 million and EPS of US$0.71, capping off a trailing twelve month run of US$119.4 million in revenue and EPS of US$2.39 alongside 29.8% earnings growth over the past year. Over recent periods the company has seen revenue move from US$26.6 million and EPS of US$0.59 in Q4 2024 to US$31.9 million and EPS of US$0.71 in Q4 2025, while trailing net income has reached US$33.0 million. With net profit...
NYSE:JNJ
NYSE:JNJPharmaceuticals

Johnson And Johnson Faces Talc Verdict As Vaccine Research Advances

Pennsylvania jury awards $250,000 in damages to the family of a woman who linked her ovarian cancer to Johnson & Johnson's talc-based baby powder. Verdict comes as Johnson & Johnson faces over 67,000 similar product safety lawsuits related to talc. Separate research identifies the genetic cause of rare blood clotting events associated with Johnson & Johnson's COVID vaccine. Findings may inform future vaccine design and safety for Johnson & Johnson and the wider pharmaceutical sector. For...
NYSE:YELP
NYSE:YELPInteractive Media and Services

Yelp (YELP) Margin Improvement Reinforces Bullish Profitability Narratives Despite Slower Growth Forecasts

Yelp FY 2025 earnings snapshot Yelp (YELP) closed FY 2025 with fourth quarter revenue of US$360.0 million and basic EPS of US$0.62, alongside net income of US$37.8 million, setting the tone for a year in which trailing twelve month revenue reached about US$1.5 billion and EPS came in at US$2.30. Over the past six quarters, the company has seen quarterly revenue move between US$358.5 million and US$376.0 million, while basic EPS ranged from US$0.37 to US$0.69, giving you a clear line of sight...
NasdaqGS:SMCI
NasdaqGS:SMCITech

Super Micro Lifts Guidance On AI Demand While Margins Face Pressure

Super Micro Computer raised its full year revenue guidance, citing strong demand for AI focused server solutions. Management highlighted robust AI driven growth and stronger uptake of its Data Center Building Block Solutions. The company acknowledged ongoing margin pressures while expressing confidence in the potential for gross margin improvement. Super Micro Computer, listed as NasdaqGS:SMCI, is drawing fresh attention after management lifted full year revenue guidance while flagging...
NYSE:AAP
NYSE:AAPSpecialty Retail

Advance Auto Parts (AAP) Same Store Sales Rebound Tests Profitability Turnaround Narratives

Latest earnings snapshot and why it matters for the AAP story Advance Auto Parts (AAP) just posted third quarter FY 2025 revenue of about US$2.0 billion with basic EPS near breakeven at roughly US$0.02 loss, setting a cautious tone after a run of mixed results. The company has seen quarterly revenue move from US$2.18 billion in the second quarter of FY 2024 to US$2.58 billion in the first quarter of FY 2025, while basic EPS has swung from a US$10.20 loss in the fourth quarter of FY 2024 to a...
NYSE:WPC
NYSE:WPCREITs

W. P. Carey’s €1b Notes Reshape Debt Profile And Portfolio Mix

W. P. Carey (NYSE:WPC) has completed a €1b senior unsecured note offering. The euro denominated notes are intended to help manage existing debt and fund new investments. The company is reshaping its portfolio, including acquisitions, property sales, and an exit from self storage and office assets. W. P. Carey runs a diversified net lease real estate portfolio, where tenants typically handle many property level costs. The latest financing move comes as the company adjusts its mix of...
NYSE:SDRL
NYSE:SDRLEnergy Services

Assessing Seadrill (SDRL) Valuation After West Saturn Contract Extension Boosts Backlog

Seadrill (SDRL) is back in focus after Equinor Brasil Energia Ltda exercised a one year priced option on the ultra deepwater drillship West Saturn, adding US$114 million to Seadrill's contract backlog. See our latest analysis for Seadrill. The latest Equinor contract option comes on the back of a strong run in Seadrill's share price, with a 20.92% 1 month share price return, 41.87% 3 month share price return and 22.06% year to date share price return, alongside a 36.99% 1 year total...
NasdaqGS:ETOR
NasdaqGS:ETORCapital Markets

eToro Crypto Bonus Targets First Time Investors And Future Platform Growth

eToro Group (NasdaqGS:ETOR) has launched a limited-time crypto bonus of up to $500 for new users. The offer applies to first-time investors who open an account and deposit funds within the promotional window. The campaign is designed to attract beginners to crypto investing on eToro's multi-asset trading platform. eToro operates as a social trading and investing platform, giving users access to cryptocurrencies alongside stocks, ETFs and other assets. This new bonus offer is part of a...
NYSE:YALA
NYSE:YALAInteractive Media and Services

Will Yalla’s (YALA) Saudi eLeague and Women’s Esports Push Redefine Its Core Growth Narrative?

On 2 February 2026, Yalla Group Limited announced a partnership with the Saudi Esports Federation, signing two MoUs that appoint Yalla as Official Event Partner of the 2026 Saudi eLeague and prioritize support for the Women's Saudi eLeague and local talent development. This collaboration embeds Yalla deeper into Saudi Arabia’s esports ecosystem, tying its platform more closely to Vision 2030 and structured pathways for nurturing female and grassroots gaming talent. We’ll now explore how...
NYSE:ACM
NYSE:ACMConstruction

AECOM TomTom Data Alliance And What It Might Mean For Valuation

AECOM (NYSE:ACM) has entered into a global partnership with TomTom to use advanced mobility data for infrastructure planning and road traffic management. The collaboration focuses on combining TomTom’s historic and real time traffic data with AECOM’s consulting capabilities. The partnership is aimed at improving insights for projects in mobility, safety, transportation modeling, and sustainable infrastructure development. AECOM is a global infrastructure consulting firm that advises public...
NYSE:AWK
NYSE:AWKWater Utilities

American Water Works Company (AWK) Valuation Check After Recent Share Price Momentum

American Water Works Company stock triggered American Water Works Company (AWK) is back on investor radars after recent trading, with the stock closing at $133.50 and showing mixed returns over the past week, month, and past 3 months. See our latest analysis for American Water Works Company. The recent 4.0% 1 day share price return and 7.4% 7 day share price return suggest momentum has picked up in the short term, while the 1 year total shareholder return of 8.9% contrasts with weaker 3 and 5...
NasdaqGS:PATK
NasdaqGS:PATKAuto Components

Patrick Industries (PATK) Valuation Check After Strong Q4 Results Dividend Hike And Recent Acquisitions

Patrick Industries (PATK) is back in focus after its latest quarterly update, which combined stronger fourth quarter results with a higher dividend and ongoing acquisition activity. This has put its capital allocation approach under the spotlight for investors. See our latest analysis for Patrick Industries. The latest earnings update, higher dividend and completed multi year buyback have arrived alongside strong momentum in the share price, with a 30 day share price return of 19.06%, a 90...
NasdaqGS:PLMR
NasdaqGS:PLMRInsurance

Palomar Holdings (PLMR) Earnings Surge 67.6% And Reinforce Bullish Profitability Narratives

Palomar Holdings FY 2025 earnings snapshot Palomar Holdings (PLMR) has capped FY 2025 with fourth quarter revenue of US$253.4 million and basic EPS of US$2.12, rounding out a year in which trailing twelve month revenue reached US$876.0 million and EPS came in at US$7.40 on net income of US$197.1 million. Over the past few quarters the company has seen revenue move from US$174.6 million and EPS of US$1.61 in Q1 2025 to US$253.4 million and EPS of US$2.12 in Q4, with Q3 sitting at US$244.7...
NYSE:PDM
NYSE:PDMOffice REITs

Piedmont Realty Trust Q4 FFO Drop Tests Bullish Cash Flow Narratives

Piedmont Realty Trust FY 2025 earnings snapshot Piedmont Realty Trust (PDM) has just posted its FY 2025 numbers, with fourth quarter revenue of US$142.9 million and basic EPS of a US$0.35 loss, alongside funds from operations of US$14.4 million. Over recent quarters the company has seen revenue move between US$139.2 million and US$143.2 million, while basic EPS has ranged from a US$0.08 loss to a US$0.35 loss. This gives a clear view of how the top line and per share results have tracked into...
NYSE:RSI
NYSE:RSIHospitality

Is Rush Street Interactive (RSI) Pricing Look Attractive After Recent Share Price Weakness

If you are wondering whether Rush Street Interactive is good value at its recent price, you are not alone. The answer is not as simple as looking at one ratio or chart. The stock closed at US$16.03, with returns of 9.3% decline over the last 7 days, 15.2% decline over 30 days, 17.0% decline year to date and 4.0% decline over the past year, while the 3 year return is very large and the 5 year return is 18.8% decline. Recent moves have come against a backdrop of ongoing interest in US online...