U.S. Machinery Stock News

NYSE:LPX
NYSE:LPXForestry

A Look At Louisiana-Pacific (LPX) Valuation After Board And Leadership Changes

Leadership transition and what it may mean for investors Louisiana-Pacific (LPX) has drawn fresh attention after announcing a leadership reshuffle, with F. Nicholas Grasberger III set to become independent Chairperson and CEO-elect Jason P. Ringblom joining the Board as director. This shift in Board roles, alongside the retirement of current Chairperson and CEO W. Bradley Southern, raises questions about how governance, capital allocation and long term priorities could evolve for existing and...
NYSE:CRBG
NYSE:CRBGDiversified Financial

How Corebridge’s Tech and Crypto-Linked Annuity Launch Will Impact Corebridge Financial (CRBG) Investors

In late January 2026, Corebridge Financial introduced the Invesco New Economy Index within its Power Select Index Annuities, offering indexed exposure linked to technology-focused Invesco QQQ ETF and cryptocurrency-focused Invesco Galaxy Bitcoin ETF while maintaining principal protection features. This move blends traditional index annuity benefits with access to innovative themes such as cloud computing and bitcoin, potentially repositioning Corebridge in the retirement-income solutions...
NasdaqGS:QURE
NasdaqGS:QUREBiotechs

How Early AMT-191 Gene Therapy Signals Will Impact uniQure (QURE) Investors

uniQure N.V. recently reported updated preliminary safety and exploratory efficacy data from 11 patients in its ongoing Phase I/IIa trial of AMT-191, an investigational AAV gene therapy for Fabry disease, showing elevated α-galactosidase A activity across all three dose cohorts and a manageable safety profile. An interesting early signal is that several participants have been able to discontinue enzyme replacement therapy, hinting at the potential real-world impact of a one-time gene therapy...
NYSE:USFD
NYSE:USFDConsumer Retailing

A Look At US Foods (USFD) Valuation As Optimism Builds Around Upcoming Earnings And Margin Initiatives

Heightened optimism around upcoming earnings has pulled US Foods Holding (USFD) into focus as investors weigh expectations for higher revenue, a possible earnings beat, and management’s margin and network improvement efforts. See our latest analysis for US Foods Holding. Those expectations are coming on the back of strong momentum, with the share price at $90.33 and recent share price returns of 8.02% over 7 days, 19.50% over 30 days, and 24.94% over 90 days. The 1 year total shareholder...
NYSE:NOV
NYSE:NOVEnergy Services

How NOV’s Q4 Loss, Buybacks, and Tighter M&A Strategy May Reshape NOV (NOV) Investors

NOV Inc. recently reported fourth-quarter 2025 results showing revenue of US$2,277 million and a net loss of US$78 million, alongside guidance for a 1% to 3% year-over-year revenue decline in the first quarter of 2026. Despite weaker earnings, NOV has tightened its acquisition criteria, completed a share buyback of 36,959,834 shares for US$544.64 million, and signaled interest in targeted M&A aligned with its core businesses. Next, we’ll examine how NOV’s stricter acquisition approach and...
NasdaqGS:MCW
NasdaqGS:MCWConsumer Services

Can Mister Car Wash (MCW) Balance High Leverage With Shareholder-Friendly Growth Funding?

Mister Car Wash has recently reported that weak same-store sales over the past two years and elevated net debt levels are pressuring its operations and funding flexibility. While returns on capital are improving as management focuses on higher-quality investments, the combination of sluggish traffic and high leverage raises questions about how the business will fund future growth without diluting existing shareholders. Next, we’ll look at how concerns over Mister Car Wash’s high leverage...
NYSE:GVA
NYSE:GVAConstruction

Is Granite Construction (GVA) Leveraging Vertical Integration Enough With Its New U.S. 101 Contract?

Granite Construction announced in January 2026 that it had been selected to rehabilitate an eight-mile stretch of U.S. Highway 101 near King City in Monterey County, California, a federally funded infrastructure project estimated at about US$20,000,000 and scheduled to run from late first quarter 2026 to first quarter 2027. An interesting aspect of this contract is Granite’s plan to supply roughly 37,830 tons of asphalt from its own Coalinga Asphalt Plant, highlighting the company’s...
NasdaqCM:PLSE
NasdaqCM:PLSEMedical Equipment

A Look At Pulse Biosciences (PLSE) Valuation After Its Recent Share Price Surge

What Pulse Biosciences’ Recent Move Might Be Telling You Pulse Biosciences (PLSE) has attracted fresh attention after a sharp recent move in its share price, with short term returns outpacing its past year performance and prompting investors to reassess the risk and reward trade off. See our latest analysis for Pulse Biosciences. The 51.6% 1 day share price return, on top of a 35.4% 90 day share price return and a 55.0% year to date share price return, contrasts with a 7.2% decline in 1...
NYSE:FDX
NYSE:FDXLogistics

Assessing FedEx (FDX) Valuation After Investor Day Optimism And Logistics Technology Initiatives

FedEx (FDX) has been in focus after a sharp move higher, as investors rotated into industrial names and looked ahead to the company’s 2026 Investor Day along with its upcoming multi-year efficiency and pricing plan. See our latest analysis for FedEx. The recent jump sits on top of a broader upswing, with a 90 day share price return of 45.43% and a 1 year total shareholder return of 47.60%. This suggests momentum has been building as FedEx rolls out new digital tools, data partnerships, fresh...
NYSE:PIPR
NYSE:PIPRCapital Markets

Why Piper Sandler (PIPR) Is Up 5.3% After Record 2025 Results, Special Dividend And Stock Split

Piper Sandler Companies recently reported strong fourth-quarter and full-year 2025 results, with Q4 revenue of US$666.99 million and net income of US$113.97 million, and declared both a US$5.00 per share special dividend and a US$0.70 quarterly dividend payable in March 2026. The company paired these results with a four-for-one stock split and the ongoing build-out of its investment banking platform, including the acquisition of G Squared and senior hires in energy and power. Against this...
NasdaqGS:COCO
NasdaqGS:COCOBeverage

Is Vita Coco (COCO) Building a Quiet Moat With Its Asset-Light Hydration Platform?

In recent commentary, Vita Coco Company highlighted its evolution into a profitable global functional hydration brand built on an asset-light supply chain, supported by strong guidance for 2025 and growing international reach. An interesting angle for investors is how Vita Coco’s underdog roots, partnership with Keurig Dr Pepper, and disciplined expansion have created a scalable platform for new products and markets. With this backdrop, we’ll examine how Vita Coco’s asset-light supply...
NasdaqGS:PFG
NasdaqGS:PFGInsurance

How Rising Earnings Estimates And JPMorgan’s Reassessment At Principal (PFG) Has Changed Its Investment Story

Principal Financial Group is approaching an upcoming earnings report with analysts expecting quarterly earnings per share of US$2.23 and revenues of US$4.11 billion, both higher than the same period a year earlier. Despite JPMorgan downgrading the stock from Overweight to Neutral in the past, the bank highlighted Principal’s stronger business mix, lower tail risk, higher return on equity, and better free cash flow versus many life insurance peers, with potential upside from healthier asset...
NasdaqGS:MANH
NasdaqGS:MANHSoftware

Should Manhattan Associates’ 2026 Revenue and Margin Guidance Prompt Action From MANH Investors?

Manhattan Associates recently reported its fourth-quarter and full-year 2025 results, with revenue of US$270.39 million for the quarter and US$1.08 billion for the year, alongside net income of US$51.95 million for the quarter and US$219.95 million for the year. At the same time, the company issued 2026 guidance calling for total revenue of US$1.13 billion to US$1.15 billion and a GAAP operating margin of 24.1% to 24.7%, while continuing to return capital through share repurchases. We will...
NasdaqGS:STEP
NasdaqGS:STEPCapital Markets

StepStone Group (STEP) Valuation After Earnings Beat And Expanding Private Wealth And Fundraising Momentum

StepStone Group (STEP) is back in focus after quarterly results came in ahead of market expectations, supported by strong fee related earnings, record Private Wealth subscriptions, and growing partnerships and product expansion. See our latest analysis for StepStone Group. The latest earnings surprise appears to have checked a recent pullback, with the 1 day share price return of 5.5% partly offsetting a 30 day share price return decline of 13.4%, while a 3 year total shareholder return of...
NasdaqGS:NTCT
NasdaqGS:NTCTCommunications

Did NetScout’s (NTCT) Cybersecurity‑Led Beat and Raised Guidance Just Shift Its Investment Narrative?

NetScout Systems, Inc. recently reported its third-quarter and nine-month fiscal 2026 results, showing quarterly revenue of US$250.68 million and net income of US$55.14 million, and it modestly raised full-year guidance for both revenue and GAAP diluted earnings per share. Beyond the headline numbers, the company’s improved profitability and guidance were underpinned by strength in cybersecurity and observability solutions, including new capabilities for Wi‑Fi 7 monitoring and SSL/TLS...
NYSE:BOOT
NYSE:BOOTSpecialty Retail

Boot Barn (BOOT) Is Up 10.9% After Raising FY26 Guidance and Accelerating Store Expansion Plans

Boot Barn Holdings, Inc. reported past third-quarter fiscal 2026 results with sales of US$705.64 million and net income of US$85.81 million, and updated full-year guidance that includes anticipated total sales of about US$2.24–2.25 billion and net income of roughly US$222.8–225.8 million. Alongside planning to open 70 new stores and completing a US$37.44 million share repurchase program, management is emphasizing same-store sales growth and margin improvement across both retail and...
NYSE:MSA
NYSE:MSACommercial Services

Is MSA Safety’s (MSA) Expanded Refrigerant Suite Quietly Redefining Its HVAC-R Compliance Moat?

MSA Safety has recently announced it will showcase a new suite of end-to-end refrigerant management and monitoring solutions, including the Bacharach X30 and X50 monitors, multi-zone and low-level leak detectors, compliance software, and IIoT-enabled FieldServer gateways, at the upcoming AHR Expo. The breadth of this portfolio, spanning early leak detection, regulatory tracking, and protocol-bridging gateways, highlights MSA Safety’s push to embed itself across the full HVAC-R compliance and...
NasdaqGS:TROW
NasdaqGS:TROWCapital Markets

Is T. Rowe Price (TROW) Using Innovation ETFs To Offset Fee Pressure And Net Outflows?

T. Rowe Price Group, Inc. reported fourth-quarter 2025 results with revenue rising to US$1,934.1 million and net income of US$445.3 million, while full-year revenue reached US$7.31 billion and net income was US$2.09 billion. Alongside these results, the firm continued expanding its product lineup with the launch of the T. Rowe Price Innovation Leaders ETF, highlighting its push into active ETFs focused on innovation themes. We will now examine how earnings growth alongside fee pressure and...
NYSE:GBCI
NYSE:GBCIBanks

Glacier Bancorp (GBCI) Valuation Check After Recent Share Price Strength

Glacier Bancorp at a glance Glacier Bancorp (GBCI) has recently drawn investor attention after a positive daily move, with the share price closing at $53.19. This price action has prompted a closer look at its recent return profile and fundamentals. See our latest analysis for Glacier Bancorp. Beyond today’s move, Glacier Bancorp’s 30-day share price return of 12.71% and 90-day share price return of 25.01%, alongside a 1-year total shareholder return of 8.95%, suggest momentum has been...
NYSE:ZWS
NYSE:ZWSBuilding

Assessing Zurn Elkay Water Solutions (ZWS) Valuation After Strong Recent Share Price Momentum

Recent performance snapshot Zurn Elkay Water Solutions (ZWS) has drawn attention after recent share price moves, with the stock closing at $52.78 and showing double digit total returns over the past year and the past 3 months. See our latest analysis for Zurn Elkay Water Solutions. The recent 3.3% 1 day share price return and 14.7% 30 day share price return suggest momentum has picked up again, while the 39.5% 1 year total shareholder return and 134.0% 3 year total shareholder return point to...
NasdaqGS:JBLU
NasdaqGS:JBLUAirlines

A Look At JetBlue Airways (JBLU) Valuation After Narrowing Losses And New Contour Airlines Agreement

Why JetBlue’s latest moves are drawing fresh attention JetBlue Airways (JBLU) is back on many investors’ screens after reporting a smaller net loss for 2025, outlining its 2026 outlook, and signing a new interline agreement with Contour Airlines. See our latest analysis for JetBlue Airways. Those announcements have arrived alongside a sharp shift in sentiment, with a 90 day share price return of 46.54% and a year to date share price return of 38.56%. However, the 5 year total shareholder...
NYSE:MMS
NYSE:MMSProfessional Services

Maximus (MMS) Narrows 2026 Outlook as AI Tools Expand in SNAP Services: What Really Changes?

In early February 2026, Maximus, Inc. reported first-quarter fiscal 2026 results showing sales of US$1,345.05 million and net income of US$93.94 million, while narrowing full-year 2026 revenue guidance to US$5.20–US$5.35 billion after a small U.S. Services divestiture. The company also launched its AI-powered Accuracy Assistant for state SNAP programs, underscoring how automation and analytics are becoming central to its government services offerings and quality initiatives. Against this...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Berkshire Hathaway Valuation Check As Buffett Exit And Record Cash Hoard Shape The Next Chapter

Warren Buffett’s exit as CEO at the end of 2025 has pushed Berkshire Hathaway (BRK.A) into a new chapter, with investors weighing new leadership decisions and considering the role of the company’s large cash reserves. See our latest analysis for Berkshire Hathaway. The share price has climbed over the past week, with a 7 day share price return of 5.55% and a year to date share price return of 2.48%. The 5 year total shareholder return of 108.92% points to strong long term compounding despite...
NYSE:BAP
NYSE:BAPBanks

Assessing Credicorp (NYSE:BAP) Valuation After Strong Recent Share Price Momentum

Credicorp stock: why recent performance is catching investor attention Credicorp (NYSE:BAP) has been moving on investor radar after a period of mixed short term performance, including a 1 day decline of about 0.9% but a stronger move over the past month and past 3 months. See our latest analysis for Credicorp. At a share price of US$353.30, Credicorp has seen short term share price pressure, including a 7 day share price return of a 4% decline. Its 30 day and 90 day share price returns of...