U.S. Machinery Stock News

NYSE:SITE
NYSE:SITETrade Distributors

Assessing SiteOne Landscape Supply (SITE) Valuation After Recent Share Price Momentum

Why SiteOne Landscape Supply Is Back on Investors’ Radar SiteOne Landscape Supply (SITE) has caught attention after recent share price moves, with the stock showing gains over the past month and past 3 months that stand out against its longer term total return record. See our latest analysis for SiteOne Landscape Supply. The recent 19.8% 3 month share price return, alongside a 19.9% year to date share price gain and 11.9% 1 year total shareholder return, points to momentum rebuilding after...
NasdaqGS:NAVN
NasdaqGS:NAVNHospitality

Navan’s Yahoo Win And Qantas Link Highlight Growth And Valuation Gap

Navan (NasdaqGS:NAVN) has been selected by Yahoo as its unified travel and expense platform, highlighting a new enterprise customer win. The company has also strengthened its NDC integration with Qantas, expanding access to airline content and exclusive traveler benefits. These updates underline Navan’s focus on AI driven automation, cost control and next generation airline distribution technology in corporate travel. For you as an investor, this places Navan in a clearer spot within the...
NYSE:F
NYSE:FAuto

Will Ford's F-150 EV Cancellation and Ford Energy Pivot Change Ford Motor's (F) Narrative

Ford Motor Company’s board declared a past first-quarter regular dividend of US$0.15 per share, payable on March 2, 2026, to shareholders of record as of February 13, 2026, while also naming Lisa Drake president of the newly formed Ford Energy unit to lead its battery and energy storage operations. Together with Ford’s decision to cancel the all-electric F-150 and record a US$19.50 billion charge, these moves highlight a significant recalibration of its electric and energy transition...
NYSE:ATI
NYSE:ATIAerospace & Defense

ATI (ATI) Valuation Check After Earnings Growth And Completed Share Buyback Program

Earnings update and completed buyback ATI (ATI) shares were in focus after the company released fourth quarter and full year 2025 results, reporting higher annual sales and earnings. The company also completed its share repurchase program, with no buyback activity in the most recent quarter. See our latest analysis for ATI. The latest earnings release and completed buyback update come after a strong run in the stock, with a 90 day share price return of 36.42% and a 1 year total shareholder...
NYSE:CRS
NYSE:CRSAerospace & Defense

A Look At Carpenter Technology (CRS) Valuation After Raised Guidance And Strong Quarterly Earnings

Carpenter Technology (CRS) is back in focus after its latest quarterly report, which paired higher sales and net income with raised operating income guidance for both the third quarter and full fiscal year 2026. See our latest analysis for Carpenter Technology. The raised guidance and recent buyback sit alongside strong price action, with a 17.3% 7 day share price return, 13.2% 90 day share price return and a very large 5 year total shareholder return. Taken together, these factors suggest...
NYSE:SCCO
NYSE:SCCOMetals and Mining

A Look At Southern Copper (SCCO) Valuation After Strong Earnings And Higher Cash And Stock Dividend

Earnings and dividend announcements put Southern Copper in focus Southern Copper (SCCO) is back on investors’ radar after reporting fourth quarter and full year 2025 earnings, alongside a fresh dividend announcement that combines a cash payout with a stock component. See our latest analysis for Southern Copper. The earnings release and richer dividend package have arrived alongside a strong run in the shares, with a 30 day share price return of 17.31% and a 1 year total shareholder return of...
NYSE:WTTR
NYSE:WTTREnergy Services

Does Select Water Solutions (WTTR) Turning Water Assets Into Lithium Output Redefine Its Core Business?

Select Water Solutions and LibertyStream Infrastructure Partners previously entered a definitive agreement to deploy lithium carbonate production facilities at Select’s water treatment and recycling sites in the Midland Basin, with an initial plant targeting up to 1,000 tonnes per year by December 2026 and further expansions planned in 2027. This move repurposes Select’s existing water recycling infrastructure into a platform for lithium extraction, potentially opening a new revenue stream...
NYSE:CVI
NYSE:CVIOil and Gas

A Look At CVR Energy (CVI) Valuation After Its US$1b Bond Refinancing Deal

Why CVR Energy’s new bond deal matters for shareholders CVR Energy (CVI) has just priced and completed a US$1b private offering of senior unsecured notes, a refinancing move aimed at repaying existing facilities and redeeming older, higher coupon securities. This refinancing directly affects the company’s capital structure, future interest costs, and upcoming debt maturities, so it is a key development if you are tracking the risk profile and funding outlook around CVI stock. See our latest...
NYSE:AAT
NYSE:AATREITs

American Assets Trust (AAT) Balances Softer Earnings With Steady Dividend Is The Income Story Intact?

American Assets Trust, Inc. reported its fourth-quarter and full-year 2025 results on February 3, 2026, with quarterly revenue of US$110.09 million and net income of US$3.15 million, and full-year revenue of US$436.2 million and net income of US$55.65 million, all slightly lower than the prior year. Alongside these softer results, the company affirmed its income focus by declaring a first-quarter 2026 cash dividend of US$0.340 per share, payable March 19, 2026. We will now consider how the...
NYSE:RES
NYSE:RESEnergy Services

Is RPC (RES) Rebalancing From Cyclical Frac Exposure To Durable, Capital-Light Energy Services?

RPC, Inc. recently reported fourth-quarter and full-year 2025 results, with sales rising to US$425.78 million for the quarter and US$1.63 billion for the year, while profitability declined to a quarterly net loss of US$3.06 million and full-year net income of US$32.08 million. Alongside these results, management emphasized using its balance sheet to pursue less capital-intensive growth, including selective acquisitions and investments across existing markets and the broader energy sector,...
NYSE:RGA
NYSE:RGAInsurance

A Look At Reinsurance Group of America (RGA) Valuation After Its Recent Share Price Momentum

Reinsurance Group of America: Recent Performance Snapshot Reinsurance Group of America (RGA) has drawn investor attention after a period of strong share price performance, with the stock showing positive returns over the past week, month, past 3 months, and year to date. See our latest analysis for Reinsurance Group of America. The recent 9.4% 1 day share price return, on top of a 21.23% 3 month share price return and a 122.00% 5 year total shareholder return, points to momentum that has been...
NasdaqGS:IPGP
NasdaqGS:IPGPElectronic

A Look At IPG Photonics (IPGP) Valuation After CROSSBOW MINI Defense Launch

What the CROSSBOW MINI launch could mean for IPG Photonics stock IPG Photonics (IPGP) is drawing fresh attention after unveiling its CROSSBOW MINI high energy laser system at the Singapore Airshow 2026, a move that extends its technology into counter drone defense applications. The compact system is described as field ready, designed to neutralize smaller unmanned aerial systems and integrate with existing command, control and communications networks, which may open up additional use cases...
NasdaqGS:CMCSA
NasdaqGS:CMCSATelecom

Comcast (CMCSA) Valuation Check As RealTime4K Launch And Super Bowl Push Draw Fresh Attention

Comcast (CMCSA) has come into focus after the launch of its RealTime4K technology for live sports and a planned Super Bowl campaign featuring the original Jurassic Park cast, alongside ongoing NBCUniversal reorganization efforts. See our latest analysis for Comcast. Those RealTime4K launches, the Super Bowl push and the NBCUniversal reshuffle talk are landing against a backdrop of firm recent momentum, with a 30 day share price return of 10.57% and a 90 day gain of 14.28%. At the same time,...
NYSE:CHD
NYSE:CHDHousehold Products

Assessing Church & Dwight (CHD) Valuation As Market Price Diverges From Narrative And DCF Estimates

Why Church & Dwight is on investors’ radar today Church & Dwight (CHD) has drawn fresh attention after recent trading left the stock around $100.53, with short term returns ranging from roughly flat over the past day to gains in the past month. See our latest analysis for Church & Dwight. The recent 17.2% one-month share price return and 21.65% year-to-date share price return suggest momentum has picked up, even though the one-year total shareholder return is slightly negative at 2.63%, with...
NasdaqGS:FROG
NasdaqGS:FROGSoftware

Assessing JFrog (FROG) Valuation As New AI Agents Challenge Traditional Software Licensing Models

The latest releases from Anthropic and OpenAI, featuring more capable autonomous AI agents, have revived fears that tools like JFrog (FROG) could be compressed into generic model features and could pressure traditional software licensing economics. See our latest analysis for JFrog. Against this backdrop, JFrog’s share price has retreated recently, with a 7 day share price return of 13.56% and a 30 day share price return of a 19.03% decline. However, the 1 year total shareholder return of...
NYSE:T
NYSE:TTelecom

AT&T (T) Valuation Check After AWS Alliance And Earnings Beat Signals Fiber Growth Potential

Why AT&T’s AWS and Amazon Leo alliance matters for shareholders AT&T (T) is back in focus after detailing new work with Amazon Web Services and Amazon Leo to modernize U.S. connectivity and extend broadband reach, alongside an earnings update that exceeded analyst expectations. See our latest analysis for AT&T. The AWS and Amazon Leo news lands after a busy few weeks for AT&T, including a fourth quarter earnings update, fresh bond issues and continued share buybacks. The share price is...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

Is It Time To Reassess monday.com (MNDY) After Its 70% One-Year Share Price Slide

If you are wondering whether monday.com at around US$98 a share is starting to look interesting, you are not alone in asking what you are really paying for today. The stock has seen sharp moves recently, with a 13.1% decline over the last 7 days, 33.8% over 30 days, 31.7% year to date and 70.0% over the past year. This changes how many investors might view its risk and potential reward. These price moves have come as monday.com continues to sit in the spotlight of work management and...
NasdaqGS:CCOI
NasdaqGS:CCOITelecom

A Look At Cogent Communications Holdings (CCOI) Valuation After Recent Share Price Rebound

Event context and recent stock performance Cogent Communications Holdings (CCOI) has come back onto investors’ radar following its recent share price moves, with the stock up about 6% over the past month and 18% in the past 3 months. See our latest analysis for Cogent Communications Holdings. At the latest share price of $24.29, Cogent’s recent gains, including a 30 day share price return of 5.88% and a 90 day share price return of 17.80%, sit against a 1 year total shareholder return...
NasdaqGS:CYTK
NasdaqGS:CYTKBiotechs

Cytokinetics (CYTK) Valuation Check After Recent Share Price Moves And Aficamten Expectations

Cytokinetics stock overview Cytokinetics (CYTK) has drawn fresh attention after recent share price moves, prompting investors to reassess how its late stage muscle focused drug pipeline and current financial profile line up with their risk appetite. See our latest analysis for Cytokinetics. At a share price of $62.34, Cytokinetics has seen a 3.49% 1 day share price return but softer recent momentum, with a 90 day share price return decline of 6.26%. However, the 1 year total shareholder...