U.S. Leisure Stock News

NYSE:SLB
NYSE:SLBEnergy Services

A Look At SLB (SLB) Valuation After New Offshore Contracts With Mubadala Energy

SLB (SLB) has secured multiple offshore drilling and well services contracts from Mubadala Energy for the Tangkulo deepwater natural gas project in Indonesia, highlighting the company’s offshore technologies and integrated model for investors. See our latest analysis for SLB. These new offshore awards arrive after a string of contract wins and technology partnerships. The share price reflects that momentum, with a 30 day share price return of 7.83% and a 90 day share price return of 40.75%,...
NYSE:PSX
NYSE:PSXOil and Gas

How Investors Are Reacting To Phillips 66 (PSX) Dividend Hike After Strong Q4 Earnings

Phillips 66 recently reported fourth-quarter 2025 revenue of US$36,333 million and net income of US$2,906 million, and the board has approved a quarterly dividend of US$1.27 per share, payable on March 4, 2026, to shareholders of record on February 23, 2026. The combination of markedly higher quarterly earnings and a 5.8% dividend increase underscores how the company is using improved performance and portfolio changes to support shareholder payouts. We'll now examine how Phillips 66's...
NYSE:RPC
NYSE:RPCCapital Markets

Ridgepost Capital (RPC) Valuation Check After Rebrand And High P/E Versus Peers

Why Ridgepost Capital Is On Investors’ Radar Ridgepost Capital (RPC) recently rebranded from P10, Inc. This shift is putting fresh attention on how this multi asset class private market solutions provider is positioned across private equity, venture capital, impact investing, and private credit. See our latest analysis for Ridgepost Capital. At a latest share price of $8.70, Ridgepost Capital has seen a 2.35% 1 day share price return. Its 30 day share price return of 18.77% and 1 year total...
NasdaqGS:NVCR
NasdaqGS:NVCRMedical Equipment

NovoCure (NVCR) Is Up 8.4% After First-in-Decades Pancreatic Cancer Approval - Has The Bull Case Changed?

In February 2026, NovoCure announced that the U.S. FDA approved Optune Pax for adult patients with locally advanced pancreatic cancer, to be used alongside gemcitabine and nab-paclitaxel after the Phase 3 PANOVA-3 trial showed a statistically significant overall survival benefit without adding meaningful systemic side effects. This approval marks the first new treatment option for locally advanced pancreatic cancer in decades and further validates NovoCure’s Tumor Treating Fields technology...
NYSE:MIR
NYSE:MIRElectronic

A Look At Mirion Technologies (MIR) Valuation After Softer Earnings And 2026 Guidance Disappoint Investors

Leadership changes refocus Mirion after a softer earnings reaction Mirion Technologies (MIR) is in the spotlight after quarterly revenue and adjusted EPS came in below analyst expectations, and 2026 earnings guidance also trailed consensus, prompting a sharp negative reaction in the share price. At the same time, management has been reshaping the leadership bench. This matters if you are trying to understand how the company plans to handle margin pressures, recent acquisitions and its...
NYSE:ANET
NYSE:ANETCommunications

How Arista’s Strong Q4 2025 Results and AI Cloud Guidance Will Impact Arista Networks (ANET) Investors

In February 2026, Arista Networks reported fourth-quarter 2025 results showing revenue of about US$2.49 billion and net income of roughly US$955.8 million, and issued first-quarter 2026 revenue guidance of approximately US$2.60 billion. The company’s performance highlighted strong demand for its AI and cloud networking portfolio, with management also signaling resilient margins despite supply-chain and memory cost pressures. Next, we’ll examine how Arista’s stronger-than-expected AI and...
NYSE:GE
NYSE:GEAerospace & Defense

Does GE’s Dividend And Singapore AI Bet Shift The Capital Allocation Story For General Electric (GE)?

In early February 2026, GE Aerospace’s board approved a US$0.47 per-share dividend and the company outlined a multi-year, up to US$300 million investment to expand and automate its Singapore engine repair hub, including new AI-enabled inspection and advanced coating capabilities. This combination of higher cash returns and long-term, technology-focused aerospace investment highlights how GE is balancing shareholder payouts with reinvestment in its core aviation services platform. We’ll now...
NYSE:VEEV
NYSE:VEEVHealthcare Services

Is BioDlink’s Veeva QMS Go-Live Quietly Deepening Veeva Systems’ (VEEV) Competitive Moat?

In late January, BioDlink announced the successful go-live of Veeva QMS across four core GMP quality processes, reinforcing Veeva Systems’ role in life sciences quality digitalization. This client deployment highlights how Veeva’s cloud-based quality platform is becoming embedded in end-to-end operations for innovative therapy development and manufacturing partners. Next, we’ll examine how BioDlink’s Veeva QMS go-live and optimism around upcoming results shape Veeva Systems’ broader...
NYSE:TOST
NYSE:TOSTDiversified Financial

Will Strong Q4 Profits and AI Adoption Shift Toast's (TOST) Risk‑Reward Narrative?

In February 2026, Toast reported fourth-quarter 2025 revenue of US$1,633 million and net income of US$101 million, with full-year revenue reaching US$6.15 billion and net income of US$342 million, both higher than the prior year. Management highlighted rapid adoption of its AI-powered ToastIQ assistant, already used by over half of customer locations, as a key driver of recurring gross profit growth and expanding margins. We’ll now examine how Toast’s stronger profitability and...
NasdaqGS:DAWN
NasdaqGS:DAWNBiotechs

Does FMR’s Sharp Stake Cut in Day One Biopharmaceuticals (DAWN) Change the Bull Case?

On December 31, 2025, FMR LLC reduced its stake in Day One Biopharmaceuticals by 4,380,660 shares, cutting its position by 43.38% but still holding 5,717,008 shares, or 5.60% of the company. This large shift by a major institutional holder may prompt investors to reassess how Day One Biopharmaceuticals fits within broader biotechnology portfolios. Next, we’ll examine how FMR LLC’s sizeable reduction in ownership could influence Day One Biopharmaceuticals’ investment narrative and risk...
NasdaqGS:LSCC
NasdaqGS:LSCCSemiconductor

Lattice Semiconductor AI Growth And Buybacks Confront Lofty Valuation Metrics

Lattice Semiconductor (NasdaqGS:LSCC) reports strong growth across its data center and AI segments. The company highlights significant new design wins in data center AI, robotics, and automotive applications. Lattice announces a substantial stock repurchase program alongside its latest results. Lattice Semiconductor, known for its low power programmable chips, operates in several fast growing areas in semiconductors, including data center acceleration, AI workloads, and intelligent edge...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

Assessing Texas Instruments (TXN) Valuation After Strong Recent Share Price Momentum

Texas Instruments stock reacts to recent performance metrics Texas Instruments (TXN) has been drawing attention after a period of solid share price performance, including reported total returns of 27.4% over the past year and 41.2% over the past 3 months. See our latest analysis for Texas Instruments. The recent 18.1% 1 month share price return, combined with a 45.9% 3 month share price return and a 27.5% 1 year total shareholder return, points to momentum building as investors reassess both...
NasdaqGM:DAVE
NasdaqGM:DAVEConsumer Finance

Assessing Dave (DAVE) Valuation After Bullish William Blair Coverage And Strong Q4 Revenue Preview

Why Dave (DAVE) is back on investors’ radar Dave (DAVE) drew fresh attention after William Blair initiated coverage with a positive view on its potential to challenge traditional banks, shortly after the company previewed fourth quarter revenue above its own guidance. See our latest analysis for Dave. At a share price of $177.28, Dave has seen a 4.21% 1 day share price return but a softer 30 day share price return of an 8.62% decline, while its 1 year total shareholder return of 51.13% and...
NYSE:SNOW
NYSE:SNOWIT

Snowflake (SNOW) Is Up 8.2% After $200 Million OpenAI Deal And New AI Agent Tools

In early February 2026, Snowflake announced a multi-year, US$200 million collaboration with OpenAI alongside new AI-focused products such as Semantic View Autopilot and Cortex Code, aiming to embed advanced AI agents directly into its data cloud for enterprise customers. These moves deepen Snowflake’s role as an AI application hub by combining OpenAI’s models with Snowflake Intelligence and Cortex AI, while early customer deployments at firms like United Rentals, Wolfspeed, and Team USA...
NYSE:OXY
NYSE:OXYOil and Gas

Occidental Petroleum (OXY) Valuation Check As Earnings Cuts And Oil Price Volatility Pressure Sentiment

Occidental Petroleum (OXY) is back in focus as repeated cuts to earnings estimates, expectations for lower year over year earnings and revenue, and oil price volatility converge ahead of its February 18, 2026 earnings release. See our latest analysis for Occidental Petroleum. The share price at US$46.07 reflects a 30 day share price return of 7.89% and a 90 day gain of 10.51%, even as analysts cut earnings estimates and recent news has highlighted weaker sentiment ahead of the OxyChem sale...
NYSE:BDC
NYSE:BDCElectronic

Belden (BDC) Is Up 7.1% After Record 2025 Results And Higher Solutions Mix Report - Has The Bull Case Changed?

In February 2026, Belden Inc. reported record fourth-quarter and full-year 2025 results, with sales rising to US$720.12 million for Q4 and US$2.72 billion for the year, while issuing first-quarter 2026 guidance for revenues of US$675 million–US$690 million and GAAP EPS of US$1.21–US$1.31. Management underscored that solutions-based offerings now exceed 15% of total revenue, supported by a new unified operating model and ongoing evaluation of disciplined M&A opportunities aimed at long-term...
NYSE:LMT
NYSE:LMTAerospace & Defense

Lockheed Martin Conference Chat Puts Valuation And Defense Priorities In Focus

Lockheed Martin (NYSE:LMT) CEO and CFO are scheduled to speak in a fireside chat at Citi's 2026 Global Industrial Tech and Mobility Conference. The appearance is planned as part of a high profile industry event focused on industrial technology and mobility themes. Investors and stakeholders may hear commentary on the company's business outlook and priorities in defense technology. For investors following NYSE:LMT, this conference slot places the company in front of an audience focused on...
NYSE:WMB
NYSE:WMBOil and Gas

Why Williams Companies (WMB) Is Up 8.0% After Stronger 2025 Earnings And What’s Next

In February 2026, The Williams Companies, Inc. reported full-year 2025 results showing revenue of US$11.95 billion and net income of US$2.62 billion, both higher than the prior year. The improvement in basic and diluted earnings per share from continuing operations to US$2.14 suggests stronger profitability across Williams’ core infrastructure business. Next, we’ll explore how this stronger earnings performance may influence Williams Companies’ investment narrative built around growth in gas...