U.S. Machinery Stock News

NasdaqGS:MDLZ
NasdaqGS:MDLZFood

A Look At Mondelez International (MDLZ) Valuation After Q4 Beat And Cautious 2026 Growth Guidance

Mondelez International (MDLZ) has put investors in reassessment mode after reporting Q4 results that beat expectations while guiding for 2026 organic net revenue growth of flat to 2%, citing cocoa volatility and cost pressures. See our latest analysis for Mondelez International. The latest earnings update and 2026 guidance arrive after a solid 11.87% year to date share price return and an 8.95% 1 month share price gain. At the same time, the 1 year total shareholder return of 5.93% and...
NYSE:CFR
NYSE:CFRBanks

Cullen/Frost (CFR) Deepens Capital Returns and Texas Expansion: Credible Growth Story or Peak Cycle?

Cullen/Frost Bankers recently reported fourth-quarter and full-year 2025 results showing higher net interest income and net income year over year, alongside board approval of continued common and preferred dividends and a new US$300 million share repurchase program. The company also refreshed its board with the addition of experienced executives Marsha M. Shields and Jeff Rummel, while highlighting Texas-focused branch expansion, strong organic customer growth, and historically high levels...
NasdaqGS:HSIC
NasdaqGS:HSICHealthcare

Assessing Henry Schein’s Valuation As Recent Share Price Momentum Draws Fresh Investor Attention

Why Henry Schein Is Back on Investors’ Radar Henry Schein (HSIC) has drawn fresh attention after a stretch of mixed share performance, with modest gains over the past month and past 3 months prompting investors to reassess the stock’s current pricing. See our latest analysis for Henry Schein. At a share price of US$79.72, Henry Schein has recently seen stronger short term momentum, with a 1 day share price return of 3.53% and a 90 day share price return of 9.21%, while the 1 year total...
NasdaqGS:TW
NasdaqGS:TWCapital Markets

Tradeweb Markets Expands Electronic Swaps Trading With Multi Asset Packages

Tradeweb Markets (NasdaqGS:TW) has introduced fully electronic multi-asset package trading for USD-denominated swaps. The new workflow lets clients execute interest rate swaps and bonds together in a single electronic trade. This rollout extends Tradeweb's existing electronic trading capabilities across fixed income and derivatives. Tradeweb Markets, trading at $112.13, sits at the center of electronic fixed-income and derivatives trading, and this latest product builds on that role. The...
NYSE:FICO
NYSE:FICOSoftware

Assessing Fair Isaac (FICO) Valuation As Long Term Gains Contrast With Recent Share Price Volatility

Why Fair Isaac (FICO) Is On Investors’ Radar Today Fair Isaac (FICO) is drawing attention after recent share price moves, with the stock last closing at US$1,391 and showing weak returns over the past month and past 3 months. See our latest analysis for Fair Isaac. That recent 2.48% 1 day share price gain comes after a tougher stretch, with the 30 day share price return of 16.48% and year to date share price return of 15.35% both pointing to fading short term momentum. This is even as the 3...
NasdaqGS:DOX
NasdaqGS:DOXIT

A Look At Amdocs (DOX) Valuation After Softer 2026 Guidance And CEO Succession Plan

Amdocs (DOX) is back in the spotlight after issuing softer full year 2026 guidance, pairing it with a planned CEO transition and fresh customer and product updates that leave investors weighing execution risk more carefully. See our latest analysis for Amdocs. The recent guidance cut and CEO succession announcement have been accompanied by weaker momentum, with a 7 day share price return of 10.5% and a 90 day share price return of 14.21%. This has contributed to a 1 year total shareholder...
NasdaqGS:ULTA
NasdaqGS:ULTASpecialty Retail

Ulta Beauty (ULTA) Valuation Check As Wavytalk Debut Expands Online Haircare Assortment

Wavytalk’s debut on Ulta.com gives Ulta Beauty (ULTA) a fresh set of professional styling tools and haircare to feature online, highlighting how product partnerships can shape the stock’s appeal for beauty focused investors. See our latest analysis for Ulta Beauty. These product additions come as Ulta Beauty’s share price sits at $690.37, with a 90 day share price return of 33.65% and a 1 year total shareholder return of 84.20%. Some investors may view this as recent momentum that they...
NYSE:BRO
NYSE:BROInsurance

How Higher 2025 Revenue And Legal Leadership Change At Brown & Brown (BRO) Has Changed Its Investment Story

Brown & Brown, Inc. recently reported full-year 2025 results, posting revenue of US$5.90 billion versus US$4.81 billion a year earlier, alongside net income of US$1.05 billion and slightly lower earnings per share from continuing operations. On the same day, the company announced the passing of Chief Legal Officer Robert Mathis and named Eileen Akerson as interim Chief Legal Officer, bringing leadership continuity into focus at a time of changing profit per share metrics. We will now examine...
NasdaqGS:LSTR
NasdaqGS:LSTRTransportation

Landstar System (LSTR) Is Up 8.5% After Weaker 2025 Earnings And New CHRO Appointment – Has The Bull Case Changed?

Landstar System, Inc. recently reported full-year 2025 results showing lower sales of US$4,743.76 million and a sharp drop in net income to US$115.01 million, alongside a maintained quarterly dividend of US$0.40 per share and ongoing share repurchases completed under its long-running buyback program. Amid this weaker profitability backdrop and freight recession pressures, Landstar also appointed veteran HR leader Terri Lewis as Chief Human Resources Officer to reinforce its people strategy,...
NasdaqGS:SNCY
NasdaqGS:SNCYAirlines

A Look At Sun Country Airlines (SNCY) Valuation After Recent Share Price Surge

Context for Sun Country Airlines Holdings Sun Country Airlines Holdings (SNCY) has drawn fresh attention after recent trading, with the stock showing double digit moves over the past month and past 3 months, prompting investors to reassess its current valuation. The company reports revenue of US$1,126.769m and net income of US$52.809m. These figures give investors a starting point for thinking about how current pricing lines up with the business it operates. See our latest analysis for Sun...
NasdaqGS:TMUS
NasdaqGS:TMUSWireless Telecom

Is T-Mobile US (TMUS) Pricing Look Attractive After Recent Share Price Weakness?

If you are wondering whether T-Mobile US at around US$197 per share is offering good value right now, or if the opportunity has passed you by, this article breaks down what the current price might imply. The stock is roughly flat over the last week at 0.1%, with a 1.6% decline over 30 days, a 1.1% decline year to date, but returns of 42.2% over 3 years and 65.2% over 5 years. Long term holders have therefore had a very different experience compared with those focused on the last year, which...
NasdaqGS:FCFS
NasdaqGS:FCFSConsumer Finance

Why FirstCash Holdings (FCFS) Is Up 6.7% After Record Quarterly Revenue And Higher EPS

FirstCash Holdings, Inc. recently reported its fourth-quarter and full-year 2025 results, highlighting record revenue of US$1.06 billion for the quarter and net income of US$104.17 million, alongside a Board-approved first-quarter 2026 cash dividend of US$0.42 per share payable on February 27, 2026. The company’s earnings per share from continuing operations rose to US$2.35 in the quarter and US$7.42 for 2025, while it continued to return capital to shareholders through dividends and share...
NYSE:AXTA
NYSE:AXTAChemicals

Assessing Axalta Coating Systems (AXTA) Valuation After Mixed Short And Long Term Share Returns

What recent performance tells you about Axalta Coating Systems (AXTA) Axalta Coating Systems (AXTA) has been on many investors’ radars after a period where short term returns contrast with its longer track record. This raises questions about how its current valuation lines up with fundamentals. Over the past month the stock shows a return of about 2.4%, and roughly 17.6% over the past 3 months, while its 1 year total return sits near a 9.2% decline and its 5 year total return is around...
NasdaqGM:FRPT
NasdaqGM:FRPTFood

Freshpet (FRPT) Valuation Check As Recent Momentum Meets Mixed Long Term Returns

Recent performance context for Freshpet With no single headline event driving attention to Freshpet (FRPT) today, investors are instead focusing on its recent share performance and latest reported fundamentals to reassess where the stock currently stands. Freshpet closed at US$69.90, with a return of about 3.8% over the past day, roughly flat over the past week, and positive over the past month and past 3 months. Over longer stretches, the stock shows a 16.2% return year to date, a 52.5%...
NYSE:SLGN
NYSE:SLGNPackaging

A Look At Silgan Holdings (SLGN) Valuation After Its Earnings Beat And Guidance Lift Investor Confidence

Why Silgan Holdings (SLGN) is in focus after its latest earnings Silgan Holdings (SLGN) has drawn fresh attention after reporting fourth quarter and full year 2025 results that topped Wall Street expectations on both revenue and adjusted earnings. The company reported fourth quarter sales of US$1,468.6 million, compared with US$1,411.2 million a year earlier, while net income for the period was US$18.2 million versus US$45.1 million. For the full year, Silgan posted sales of US$6,483.2...
NYSE:DAL
NYSE:DALAirlines

Delta Air Lines (DAL) Is Up 14.4% After Big Widebody Orders And Dividend Payout - What's Changed

Delta Air Lines’ Board of Directors recently declared a past quarterly dividend of US$0.1875 per share, payable on March 19, 2026, to shareholders of record as of February 26, 2026, alongside disclosures of strong 2025 financial results and an optimistic 2026 outlook. At the same time, Delta committed to large-scale Airbus and Boeing widebody aircraft purchases, signaling a long-term push to expand and refresh its international, premium-focused fleet. With Delta pairing robust recent results...
NasdaqGS:CDW
NasdaqGS:CDWElectronic

Assessing CDW (CDW) Valuation After Q4 Earnings Beat And Margin Expansion

Why CDW (CDW) is back on investors' radar after Q4 CDW (CDW) is drawing fresh attention after reporting fourth quarter results that exceeded market expectations, supported by double digit growth in cloud, software, and professional services. Management also highlighted strong contributions from small business and education customers, higher gross margins, and CDW's role in supporting customer investments in AI and cloud, which together helped underpin a more confident outlook. See our latest...
NYSE:MUSA
NYSE:MUSASpecialty Retail

Has Murphy USA (MUSA) Recent Share Price Weakness Created A Fair Opportunity?

If you are wondering whether Murphy USA is starting to look attractively priced, or if recent weakness is a warning sign, this article will help you weigh what the current share price might really be offering. The stock last closed at US$377.89, with a 10.6% decline over the past week, 11.5% over the past month and 6.8% year to date. The 1 year return sits at a 21.0% decline, and the 3 and 5 year returns are 39.7% and 212.9% respectively. Recent attention around Murphy USA has largely...
NasdaqGM:PAHC
NasdaqGM:PAHCPharmaceuticals

Why Phibro Animal Health (PAHC) Is Up 32.2% After Raising FY26 Guidance On Animal Health Strength

In early February 2026, Phibro Animal Health reported stronger second-quarter results, with sales rising to US$373.91 million and net income reaching US$27.46 million, while also raising its fiscal 2026 guidance to net sales of US$1.45–1.50 billion and net income of US$85–95 million. A key driver was the Animal Health segment, where gains in medicated feed additives, nutritional specialties, and vaccines, supported by a recent acquisition, materially lifted earnings and underpinned the...
NasdaqGS:AFRM
NasdaqGS:AFRMDiversified Financial

Is Affirm Holdings (AFRM) Pricing In Too Much Optimism After Recent Share Price Slide

If you are wondering whether Affirm Holdings' current share price reflects its true worth, you are not alone. The stock raises plenty of questions about where value and risk sit today. The shares last closed at US$57.03, with returns of a 5.4% decline over 7 days, a 30.3% decline over 30 days, a 23.0% decline year to date and a 24.2% decline over 1 year, set against a very large gain of roughly 4.6x over 3 years and a 54.7% decline over 5 years. Recent headlines around Affirm have focused on...
NYSE:JKS
NYSE:JKSSemiconductor

Is JinkoSolar (JKS) Turning Cybersecurity Certification Into a Durable Edge in Critical Infrastructure?

JinkoSolar Holding’s North American unit, Jinko ESS, previously received IEC 62443-2-4 certification from exida, confirming its adherence to rigorous industrial cybersecurity and secure development lifecycle standards across people, processes, and products. This independent cybersecurity validation strengthens Jinko ESS’s appeal to utilities, data centers, regulators, and other high-risk infrastructure customers that prioritize certified industrial control system security. We will now look...
NYSE:OHI
NYSE:OHIHealth Care REITs

How Investors Are Reacting To Omega Healthcare Investors (OHI) Strong 2025 Results, Investments, Debt Cuts And Dividend

Omega Healthcare Investors, Inc. reported past fourth-quarter 2025 revenue of US$319.22 million and net income of US$164.84 million, with full-year 2025 revenue of US$1.19 billion and net income of US$590.19 million, and its board declared a US$0.67 per-share dividend payable on February 17, 2026. The company paired this earnings strength with more than US$1.10 billion of 2025 investments and US$1.70 billion of debt repayment, while continuing to operate through operator-specific challenges...
NYSE:EQT
NYSE:EQTOil and Gas

Is EQT (EQT) Still Attractively Priced After Strong Multi Year Share Price Gains

If you are trying to figure out whether EQT is attractively priced or getting ahead of itself, the current share price of US$56.79 makes valuation a key question. The stock has been relatively active, with a 1 week return of a 1.6% decline, a 30 day return of 11.2%, a year to date return of 6.2%, a 1 year return of 12.4% and a very large 5 year return that is around 2.4x. Recent coverage around EQT has focused on its role in the US energy sector and how natural gas focused businesses are...
NasdaqGS:BTSG
NasdaqGS:BTSGHealthcare

Is It Too Late To Consider BrightSpring Health Services (BTSG) After Its 79% One Year Rally?

If you are wondering whether BrightSpring Health Services is still attractively priced after its run, this article will walk through what the current numbers are actually saying about the stock. The share price recently closed at US$39.68, with returns of 1.0% over the last 7 days, 5.7% over the last 30 days, 3.3% year to date and 79.5% over the last year, which has raised questions about how much value might already be reflected. Recent coverage of BrightSpring has focused on its role as a...