U.S. Machinery Stock News

NYSE:OUT
NYSE:OUTSpecialized REITs

A Look At OUTFRONT Media (OUT) Valuation After Expanded Formula E And Major Sports Collaborations

OUTFRONT Media (OUT) is back on investors’ radar after being named the Official OOH Advertising Partner of the 2026 ABB FIA Formula E Miami E-Prix and Associate Partner of Change. Accelerated. See our latest analysis for OUTFRONT Media. The Formula E partnership comes as OUTFRONT Media’s share price sits at $26.89, with a 90-day share price return of 33.32% and a 1-year total shareholder return of 53.01%. This indicates that momentum has been building over both shorter and longer periods. If...
NasdaqGS:CMPR
NasdaqGS:CMPRCommercial Services

Cimpress (CMPR) Valuation Reassessed After Updated Guidance Earnings And Share Buyback

Updated guidance and earnings put Cimpress under the spotlight Cimpress (CMPR) has moved into focus after updating earnings guidance for fiscal 2026 and 2028, reporting second quarter results, and completing a significant share repurchase tranche that together reshaped how investors view the stock. See our latest analysis for Cimpress. After this guidance update and earnings release, Cimpress shares closed at US$75.64, with a 1 day share price return of 2.80% and a 90 day share price return...
NasdaqGS:LQDT
NasdaqGS:LQDTCommercial Services

Does Margin-Focused Q1 Results And Guidance Reshape The Bull Case For Liquidity Services (LQDT)?

Liquidity Services, Inc. reported past first-quarter 2026 results with revenue of US$121.22 million and net income of US$7.49 million, alongside guidance for second-quarter GAAP net income of US$6.5 million to US$9.5 million and GAAP diluted EPS of US$0.20 to US$0.29. Management highlighted broad marketplace expansion, including GovDeals GMV growth and record new agency clients, alongside profitability gains supported by its technology-enabled, multichannel platform. With these earnings and...
NYSE:CNM
NYSE:CNMTrade Distributors

Core & Main (CNM) Is Up 8.1% After EPS Seen Rising Despite Revenue Dip Has The Bull Case Changed?

In recent sessions, Core & Main drew attention as analysts projected higher year-over-year earnings per share for its upcoming report, even while revenue is expected to fall compared with the prior period. An interesting angle for investors is how the company’s multi-year revenue expansion, EPS uplift from share repurchases, and growing free cash flow margin together support a stronger financial profile. Next, we will explore how the combination of anticipated EPS growth and expanding free...
NasdaqGS:INTA
NasdaqGS:INTASoftware

Is Intapp’s (INTA) Bigger Buyback and New Guidance Reframing Its Capital Markets Ambitions?

In early February 2026, Intapp reported second-quarter 2026 results with revenue of US$140.21 million and a reduced net loss of US$5.93 million, while also issuing new revenue guidance and authorizing a fresh €200 million share repurchase program after completing a prior US$150 million buyback. Together with a new partnership that integrates Decimal Point Analytics’ data capabilities into Intapp’s DealCloud platform, these moves highlight management’s focus on both enhancing its capital...
NasdaqGS:QRVO
NasdaqGS:QRVOSemiconductor

Qorvo (QRVO) Is Up 7.2% After EPS Jumps On Flat Sales And New Revenue Guidance

Qorvo, Inc. recently reported past third-quarter 2025 results showing sales of US$992.96 million and net income of US$164.06 million, alongside much higher earnings per share than a year earlier. For the nine months to December 27, 2025, Qorvo’s profit increased significantly on relatively flat sales, and the company also issued new fourth-quarter 2026 revenue guidance of about US$800 million, plus or minus US$25 million. We’ll now examine how Qorvo’s sharply higher earnings and new revenue...
NasdaqGS:PTON
NasdaqGS:PTONLeisure

Peloton (PTON) Is Down 17.3% After Weaker Outlook And CFO Exit Is The Turnaround Intact?

In early February 2026, Peloton Interactive reported that quarterly and six‑month revenues slipped year over year while net losses and basic loss per share narrowed, and the company issued guidance calling for further revenue declines alongside the upcoming departure of Chief Financial Officer Liz Coddington. Despite softer sales and subscription pressures, Peloton highlighted materially improved adjusted EBITDA and reduced net debt, underscoring a push toward a leaner, more financially...
NYSE:CWAN
NYSE:CWANSoftware

A Look At Clearwater Analytics (CWAN) Valuation After TreasurySpring Cash Management Integration

Clearwater Analytics Holdings (CWAN) is back in focus after announcing an integration with TreasurySpring that connects its platform to more than 1,000 fixed term cash products, targeting institutional surplus cash management. See our latest analysis for Clearwater Analytics Holdings. The recent TreasurySpring integration and European client wins come against a mixed share price backdrop, with the latest close at $23.85, a strong 90 day share price return of 42.90% but a weaker 1 year total...
NYSE:DVA
NYSE:DVAHealthcare

A Look At DaVita (DVA) Valuation After 2025 Earnings And Share Buybacks

Why DaVita’s latest earnings and buybacks matter for shareholders DaVita (DVA) just posted fourth quarter and full year 2025 results, pairing higher revenue with lower net income and outlining substantial share repurchases, providing fresh data on both business performance and capital returns. See our latest analysis for DaVita. DaVita’s latest earnings update and disclosure of large buybacks arrived after a sharp 7 day share price return of 28.80% and a 30 day share price return of 26.36%...
NYSE:AMP
NYSE:AMPCapital Markets

A Look At Ameriprise Financial (AMP) Valuation After New Earnings And Dividend Announcement

Ameriprise’s latest earnings and dividend decision Ameriprise Financial (AMP) reported fourth quarter 2025 results alongside a fresh dividend declaration, giving you new numbers on profitability and cash returns to shareholders to assess the stock’s current setup. The board approved a quarterly cash dividend of $1.60 per common share, payable on February 27, 2026, to investors recorded as shareholders by the close of business on February 9, 2026. See our latest analysis for Ameriprise...
NYSE:HUBB
NYSE:HUBBElectrical

Hubbell (HUBB) Valuation After Earnings Growth Guidance And Grid Automation Product Updates

How the latest earnings and guidance tie into Hubbell’s recent stock move Hubbell (HUBB) moved higher after investors reacted to its fourth quarter and full year 2025 results, fresh 2026 guidance, and recent product news around grid automation and utility software. The company reported fourth quarter 2025 sales of US$1,492.7 million, with net income of US$224.2 million and diluted earnings per share from continuing operations of US$4.19. For the full year 2025, sales were US$5,844.6 million,...
NasdaqGS:CZR
NasdaqGS:CZRHospitality

Does Caesars’ US$200 Million Lake Tahoe Revamp Tilt CZR Toward Higher-Margin Experiential Demand?

Caesars Entertainment recently announced Phase Two of its US$200 million transformation of Caesars Republic Lake Tahoe, adding upgraded pool facilities, expanded meetings and convention space, and a new Tessie's Cocktails & Chords bar and lounge in partnership with Clique Hospitality, with key elements opening from summer 2026. By layering experiential venues like Tessie's and High Dive Pool and Lounge onto expanded event capacity, Caesars is leaning into higher-margin group, entertainment,...
NasdaqGS:MIDD
NasdaqGS:MIDDMachinery

A Look At Middleby (MIDD) Valuation After Recent Share Price Rebound

Why Middleby is on investors’ radar today Middleby (MIDD) has been drawing fresh attention after a period of mixed share performance, with a small gain over the past month contrasted by a negative 1 year total return. That backdrop, alongside reported annual revenue of US$3,880.5m and a net income loss of US$202.4m, is prompting investors to reassess how the commercial and residential kitchen equipment business is currently priced. See our latest analysis for Middleby. Middleby’s recent share...
NYSE:RHI
NYSE:RHIProfessional Services

Why Robert Half (RHI) Is Down 9.3% After Profit Squeeze in Q4 2025 Earnings Results

Robert Half Inc. has reported fourth-quarter 2025 results, with net income falling to US$31.76 million from US$54.29 million a year earlier, and diluted earnings per share from continuing operations easing to US$0.32 from US$0.53. The sharp year-over-year reduction in both net income and earnings per share highlights how recent operating conditions have pressured Robert Half’s profitability. Next, we’ll explore what this earnings compression means for Robert Half’s investment narrative and...
NasdaqGS:CNXN
NasdaqGS:CNXNElectronic

Is PC Connection’s (CNXN) Bigger Buyback Quietly Redefining Its Capital-Return Playbook?

In early February 2026, PC Connection, Inc. reported fourth-quarter 2025 results showing slightly lower sales of US$702.94 million but stable net income of US$20.71 million, alongside a new quarterly dividend of US$0.20 per share payable in March and continued share repurchases under its long-running buyback program. At the same time, the company modestly improved quarterly earnings per share, completed repurchasing 7.21% of its stock since 2018 for US$108.80 million, and expanded its share...
NYSE:TFC
NYSE:TFCBanks

Is Truist (TFC) Using AI Receivables Automation To Quietly Redefine Its Corporate Banking Edge?

In early February 2026, Truist Financial Corporation launched an AI- and machine-learning-powered integrated receivables platform designed to centralize payments and remittance data, automate reconciliation across checks and electronic rails, and tighten fraud controls for commercial and corporate clients. The move directly targets persistent pain points for finance teams, such as invoice errors, slow reconciliation, and high remittance processing costs, positioning Truist as a bank offering...
NYSE:AWI
NYSE:AWIBuilding

A Look At Armstrong World Industries (AWI) Valuation After Leadership Transition And Strong Operational Results

Armstrong World Industries (AWI) is drawing fresh investor attention after announcing a broad leadership transition, including a new Executive Chair, a new President and CEO, and the planned exit of a senior legal and sustainability leader. See our latest analysis for Armstrong World Industries. Those leadership changes are landing at a time when momentum in Armstrong World Industries’ shares has been mixed. The 7-day share price return is 7.9% and the 1-year total shareholder return is...
NYSE:TE
NYSE:TEElectrical

T1 Energy (TE) Valuation Check As Chief Accounting Officer Exit Triggers Finance Leadership Transition

T1 Energy (TE) is back in focus after the abrupt exit of Chief Accounting Officer Denise Cruz and the same-day promotion of SEC reporting lead Tom Mahrer to the top accounting role. See our latest analysis for T1 Energy. The leadership shake up is landing at a time when momentum in T1 Energy's shares has been strong, with the 90 day share price return of 83.78% and 1 month share price return of 19.16% far outpacing the more modest year to date move. This sits alongside a very large 1 year...
NYSE:BROS
NYSE:BROSHospitality

Assessing Dutch Bros (BROS) Valuation After Index Additions And Breakfast Expansion Push

Recent commentary around Dutch Bros (BROS) has focused on its push into food and consumer packaged goods, along with fresh menu launches, as it joins several S&P indices that may broaden investor attention. See our latest analysis for Dutch Bros. The recent index inclusions and new product launches come as Dutch Bros trades at US$57.04, with an 8.8% 1 day share price return and a 4.9% 7 day share price return, despite a 14.6% 1 year total shareholder return decline and a 52.8% 3 year total...
NasdaqGM:FMBH
NasdaqGM:FMBHBanks

A Look At First Mid Bancshares (FMBH) Valuation After Solid 2025 Earnings And Dividend Confirmation

First Mid Bancshares (FMBH) is back in focus after releasing its 2025 results, reporting higher net interest income and net income, sharply lower fourth-quarter net charge-offs, and an affirmed quarterly dividend of $0.25 per share. See our latest analysis for First Mid Bancshares. The earnings release and dividend affirmation have gone hand in hand with stronger recent trading, with the share price at $44.59 and a 30 day share price return of 12.54%. Momentum has been positive for longer...
NYSE:SPH
NYSE:SPHGas Utilities

How Investors May Respond To Suburban Propane Partners (SPH) Strong Q1 Results And Balance Sheet Moves

Suburban Propane Partners, L.P. reported past first‑quarter 2026 results with revenue of US$370.39 million, net income of US$45.78 million, and basic earnings per share from continuing operations of US$0.69, all supported by stronger propane demand in colder eastern U.S. weather. The partnership also highlighted progress in renewable natural gas projects, recent acquisitions, and a quarterly distribution of US$0.325 per common unit with coverage of 2.19x, alongside refinancing its 2027...
NasdaqGS:CLMT
NasdaqGS:CLMTOil and Gas

Assessing Calumet (CLMT) Valuation After Extending Its US$500m Asset Based Loan To 2031

Calumet (CLMT) has just reshaped its financing profile by extending its asset based loan facility to January 2031, with commitments of up to $500 million, revised covenants, and room for future inventory financing. See our latest analysis for Calumet. The financing update lands against a backdrop of strong recent momentum, with a 30 day share price return of 26.77% and a year to date gain of 28.85%. The 1 year total shareholder return of 55.40% and very large 5 year total shareholder return...
NYSE:WES
NYSE:WESOil and Gas

Will Renegotiated Delaware Basin Fees and Unit Return Change Western Midstream Partners' (WES) Narrative

In late January 2026, Western Midstream Partners renegotiated major Delaware Basin natural gas contracts with Occidental and ConocoPhillips, shifting from legacy cost-of-service terms to simpler fixed-fee arrangements, while Occidental returned 15.3 million common units to the partnership valued at about US$610 million. This package of contract changes and unit transfer meaningfully reshapes Western Midstream Partners’ commercial profile, fee structure and ownership mix with its key anchor...
NYSE:GME
NYSE:GMESpecialty Retail

The Bull Case For GameStop (GME) Could Change Following Store Closures And Bitcoin Shift - Learn Why

In recent months, GameStop has accelerated closures of its brick-and-mortar stores while allocating part of its sizable cash reserves into Bitcoin, reflecting the ongoing shift of gamers toward digital downloads. This combination of a shrinking physical footprint and increased exposure to cryptocurrency highlights how the company is reshaping its business mix and risk profile. With these changes unfolding, we will examine how GameStop’s store closures and Bitcoin holdings influence its...