U.S. Leisure Stock News

NYSE:BW
NYSE:BWElectrical

A Look At Babcock & Wilcox Enterprises (BW) Valuation After Sweden Frigate Project Fuels Fresh Investor Interest

Frigate project sparks fresh interest in Babcock & Wilcox Enterprises stock Babcock & Wilcox Enterprises (BW) has drawn investor attention after its role was highlighted in a major frigate programme with Saab for Sweden, a multi-ship project tied to NATO cooperation. See our latest analysis for Babcock & Wilcox Enterprises. For context, Babcock & Wilcox Enterprises’ share price is now at US$9.75, with a 30 day share price return of 18.61% and a 90 day gain of 46.18%. The 1 year total...
NYSE:XPO
NYSE:XPOTransportation

Is It Too Late To Consider XPO (XPO) After Its Recent 30% Surge?

If you are wondering whether XPO is still offering fair value after its recent run, you are not alone. This article will help you frame that question clearly before you act. XPO closed at US$195.33, with a 30.1% return over the last 30 days, a 40.7% return year to date, and a 34.1% return over the past year, while the 3‑year and 5‑year returns have also been very large. Recent coverage has focused on XPO's position as a major US transportation and logistics player and how investors are...
NasdaqGS:INTU
NasdaqGS:INTUSoftware

Is There Now An Opportunity In Intuit (INTU) After Its Recent Share Price Slump

If you are wondering whether Intuit's current share price still reflects its long term appeal, a closer look at what you are paying for each dollar of its fundamentals can be very revealing. After closing at US$399.40, the stock has recently seen a 10% decline over 7 days, a 29.5% decline over 30 days and a 36.5% decline year to date, with a 31.5% decline over the last year but returns of 0.7% over 3 years and 0.2% over 5 years. Recent coverage around Intuit has largely focused on its...
NYSE:S
NYSE:SSoftware

Assessing SentinelOne (S) Valuation As New AI Data Security Tools Gain Traction

Why SentinelOne’s new AI security tools matter for shareholders SentinelOne (S) has rolled out new Data Security Posture Management tools for its AI Security Platform, aiming to control data risks across AI pipelines as enterprises move deeper into production use. For you as an investor, the key point is that these DSPM capabilities are designed to keep sensitive or high risk data from entering AI models in the first place, addressing issues like data memorization and pipeline poisoning...
NYSE:HASI
NYSE:HASIDiversified Financial

Hannon Armstrong (HASI) Q4 EPS Loss Tests Bullish Growth And Valuation Narratives

HA Sustainable Infrastructure Capital (HASI) has just wrapped up FY 2025 with Q4 revenue of US$34.0 million and a basic EPS loss of US$0.43, set against trailing twelve month revenue of US$96.0 million and TTM basic EPS of US$1.50. The company has seen quarterly revenue range from US$4.9 million to US$37.7 million over the last six reported periods. Over the same span, basic EPS has swung between a loss of US$0.43 and a profit of US$0.80, giving investors a wide view of how the top line and...
NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Gilead Sciences (GILD) Valuation Check As Strong Results Yeztugo Uptake And Yescarta Expansion Draw Attention

Gilead Sciences (GILD) is back in focus after a busy stretch, including strong Q4 and 2025 results, rapid take up of HIV prevention drug Yeztugo, and an FDA label expansion for cell therapy Yescarta. See our latest analysis for Gilead Sciences. The recent run of earnings, guidance, dividend increase, and the Yescarta label update has coincided with strong momentum, with a 30 day share price return of 24.91% and a 1 year total shareholder return of 53.07% building on a 5 year total shareholder...
NYSE:PSTG
NYSE:PSTGTech

Will Analyst Optimism on AI-Ready Subscriptions Change Pure Storage's (PSTG) Narrative?

In recent weeks, Pure Storage drew fresh attention ahead of its February 25, 2026 earnings release, as analysts projected a very large year-over-year increase in EPS and reiterated positive views on the company’s near-term prospects. Commentary has emphasized Pure Storage’s Evergreen subscription architecture and AI-focused all-flash platforms as key differentiators that may offer more stable, services-oriented revenue compared with more cyclical hardware-centric storage peers. We’ll now...
NYSE:NVO
NYSE:NVOPharmaceuticals

Novo Nordisk Balances Oral Wegovy Launch With Legal Fight On Compounds

Novo Nordisk (NYSE:NVO) has taken legal action against Hims & Hers over compounded versions of its Wegovy pill that do not have individual FDA approval. The FDA has moved to restrict unapproved compounded GLP-1 products, including versions referencing Wegovy, citing safety and quality concerns. Novo Nordisk has received FDA approval for an oral Wegovy pill for obesity and has started its commercial launch in the U.S. Novo Nordisk, best known for its obesity and diabetes treatments, now has...
NasdaqGS:SPSC
NasdaqGS:SPSCSoftware

SPS Commerce (SPSC) Earnings Growth Outpaces Revenue Expectations And Tests Bullish Narratives

SPS Commerce (SPSC) has just wrapped up FY 2025 with fourth quarter revenue of US$192.7 million and basic EPS of US$0.69, alongside net income of US$25.8 million. This gives investors a clear snapshot of how the year closed out. The company has seen revenue move from US$170.9 million in Q4 2024 to US$192.7 million in Q4 2025, while quarterly basic EPS has shifted from US$0.47 to US$0.69 over the same period. This was supported by trailing twelve month EPS of US$2.46 on revenue of US$751.5...
NYSE:POR
NYSE:PORElectric Utilities

Assessing Portland General Electric’s Valuation After Recovery Mechanism Settlement And Dividend Affirmation

Portland General Electric (POR) is back in focus after its board declared a quarterly dividend of $0.525 per share, payable on April 15, 2026, to shareholders of record on March 23. See our latest analysis for Portland General Electric. The recent 1-month share price return of 9.58% and year-to-date share price return of 11.43% come after regulatory progress on its recovery mechanism and the dividend affirmation, while the 1-year total shareholder return of 35.99% points to solid momentum...
NasdaqGS:PAYX
NasdaqGS:PAYXProfessional Services

Does Diverging Views On Paycor Deal Reframe Paychex’s Competitive Narrative For PAYX?

Recently, analysts at William Blair reiterated a Hold rating on Paychex while Cantor Fitzgerald initiated a Sell rating, highlighting concerns about the company’s ability to accelerate organic revenue growth and questioning the long-term benefits of its Paycor acquisition. Although management has raised the lower end of its adjusted diluted EPS outlook for 2026 and anticipates interest on client funds at the high end of guidance, the mixed analyst response underscores uncertainty around...
NYSE:MHK
NYSE:MHKConsumer Durables

Mohawk Industries (MHK) Margin Compression To 3.4% Tests Turnaround Earnings Narrative

How Mohawk Industries (MHK) Latest Results Set the Stage for the Next Chapter Mohawk Industries (MHK) closed FY 2025 with fourth quarter revenue of US$2.7 billion and basic EPS of US$0.68, rounding out a year in which trailing twelve month revenue was US$10.8 billion and EPS was US$5.96. The company has seen quarterly revenue move from US$2.6 billion in Q4 2024 to US$2.8 billion in Q2 2025 before settling at US$2.7 billion in Q4 2025, while quarterly EPS shifted from US$1.48 to US$2.35 over...
NYSE:MNTN
NYSE:MNTNMedia

MNTN (MNTN) Is Up 27.7% After Swinging To Q4 Profit And Raising 2026 Revenue Outlook

MNTN, Inc. recently reported fourth-quarter 2025 results, with sales rising to US$87.10 million from US$69.81 million and net income improving to US$34.48 million from a net loss of US$4.02 million a year earlier. For 2025 as a whole, the company narrowed its net loss and issued 2026 revenue guidance implying further growth, underscoring its position in connected TV advertising. We’ll now examine how MNTN’s strong fourth-quarter earnings beat and confident 2026 revenue guidance shape its...
NYSE:MWA
NYSE:MWAMachinery

Stronger Earnings, Higher Guidance and Acquisition Focus Could Be A Game Changer For Mueller Water (MWA)

Earlier this month, Mueller Water Products reported first-quarter 2026 results showing higher sales of US$318.2 million and net income of US$43.2 million, raised its full-year revenue guidance to US$1.47–US$1.49 billion, completed a long-running share repurchase program, and signaled that acquisitions are now a higher priority supported by US$623 million of liquidity. Management’s emphasis on bolt-on acquisitions in drinking water, wastewater, and infrastructure, leveraging existing...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Broadcom Wi Fi 8 Launch Extends AI Infrastructure Story To Enterprises

Broadcom (NasdaqGS:AVGO) has launched what it calls the industry's first Wi Fi 8 enterprise access point and switch solution. The new platform is designed for AI ready networking infrastructure, with integrated silicon aimed at AI acceleration and multi gigabit connectivity. The offering targets large enterprise deployments that require high performance wireless, advanced analytics, and end to end security for AI workloads. For you as an investor looking at NasdaqGS:AVGO, this move sits...
NYSE:MSI
NYSE:MSICommunications

Motorola Solutions (MSI) Is Up 9.4% After Record Backlog, Higher EPS And Raised 2026 Guidance – Has The Bull Case Changed?

Earlier this week, Motorola Solutions reported fourth-quarter 2025 and full-year results showing revenue of US$3,380 million and US$11.68 billion, respectively, alongside higher net income and earnings per share than a year earlier. The company also updated investors that its long-running share repurchase program, launched in 2011, is now over 96% complete after buying back an additional 1,217,814 shares for US$490.05 million in late 2025. With record backlog, raised 2026 revenue guidance to...