U.S. Machinery Stock News

If you are wondering whether Palomar Holdings at around US$124.95 is still a sensible entry or hold after a strong run, the key question is how that price stacks up against its underlying value. The stock has seen a 20.7% return over the last year and a very large 3 year return, even though the shorter term picture shows a 2.7% decline over 7 days, an 8.1% decline over 30 days, and a 5.2% decline year to date. Recent attention on the stock has focused on its position in the insurance sector...

Ichor Holdings, Ltd. recently updated investors with preliminary unaudited guidance, indicating at least US$240 million in revenue for the first quarter of 2026 and slightly above-midpoint revenue for the fourth quarter of 2025. This combination of stronger-than-previously-indicated fourth-quarter results and a higher starting point for 2026 signals improving operational momentum and order visibility. We’ll now look at how this improved revenue outlook and upgraded fourth-quarter guidance...

Kinder Morgan reported past fourth-quarter 2025 results with revenue of US$4,508 million and net income of US$996 million, capping a year in which sales reached US$16.94 billion and net income totaled US$3.06 billion. The company paired these record earnings with a US$10 billion project backlog concentrated in natural gas infrastructure and a 2% dividend increase to US$0.2925 per share for the quarter (US$1.17 annualized). Next, we will look at how Kinder Morgan's expanding US$10 billion...

AAR Corp. (NYSE:AIR) was highlighted in Fred Alger Management’s latest institutional investor letter. The fund discussed AAR as a key portfolio holding following the company’s early December announcement of a new Chief Financial Officer. The commentary focused on AAR’s market position and demand backdrop in the wake of the executive transition. AAR Corp. (NYSE:AIR) operates in the aviation services space, supporting aircraft operators and defense customers. The mention in an institutional...

What recent returns say about Alliance Resource Partners Alliance Resource Partners (ARLP) has delivered mixed returns, with the unit price down about 2% over the past day but up around 1% in the past week and roughly 4% over the past month. Over longer horizons, the stock shows a loss of about 7% over the past year, alongside very large 3 year and 5 year total returns. The current unit price sits near $24.60. See our latest analysis for Alliance Resource Partners. Looking across timeframes,...

Vertiv Holdings Co. (NYSE:VRT) has introduced Vertiv Next Predict, an AI-powered managed service for data center maintenance. The service uses AI-based anomaly detection and predictive algorithms to identify operational risks across power, cooling, and IT systems. Vertiv Next Predict is designed to scale with future data center technologies and support facilities focused on AI workloads. For you as an investor looking at NYSE:VRT, this launch sits within Vertiv's core business of critical...

Planet Labs PBC (NYSE:PL) has signed a multi-year satellite and data services contract with the Swedish Armed Forces. This is the company’s third major government satellite services deal in twelve months, following agreements with Japan and Germany. Planet Labs also announced its planned Owl constellation, aimed at providing near-daily high resolution Earth imagery. Planet Labs PBC, trading at $26.94, has attracted investor attention with a very large 1 year return and a roughly 4.5x return...

VEON (VEON) is back in focus after its Ukrainian subsidiary Kyivstar reported over 3 million users for Starlink powered satellite connectivity and launched a 5G test zone in central Lviv. See our latest analysis for VEON. These Kyivstar milestones come after a period where VEON’s share price has cooled slightly over the past week but still shows positive momentum, with a 30 day share price return of 2.45% and a 90 day gain of 6.98%. The 3 year total shareholder return of about 3x signals how...

In January 2026, OPENLANE, Inc. launched OPENLANE Intelligence, a unified framework that integrates its human-driven, AI-enhanced data and technology capabilities to improve transparency and decision-making in wholesale used vehicle transactions. This framework already powers features such as AI-based exterior damage detection, OBD2 scan interpretation, and AI-assisted engine audio analysis, and is intended to underpin future tools targeting dealer pain points like inventory management,...

Tidewater (TDW) is back in focus after extending its collaboration with Rimini Street to cover SAP systems and new tax software, a material upgrade aimed at unifying global financial operations. See our latest analysis for Tidewater. The extended Rimini Street partnership lands at a time when the 30-day share price return of 18.91% and 90-day share price return of 22.45% suggest building momentum, while the 1-year and 5-year total shareholder returns indicate a strong longer term record from...

In January 2026, Teva Pharmaceutical Industries issued long-term guidance indicating that 2026 revenue should be flat to slightly below 2025 levels, with operating profit expected to increase, followed by low-single digit revenue growth and a 30% operating profit rise in 2027 versus 2026. The company also outlined that by 2030 it aims for a mid-single digit compound annual revenue growth rate from 2026 and operating profit more than 30% higher than 2026, emphasizing a focus on improving...

KBR’s recent defense and energy wins KBR (KBR) has been in focus after securing a prime role on the Missile Defense Agency’s SHIELD program and being selected for Coastal Bend LNG’s front-end engineering and design work. Together, these contracts underline the company’s involvement in defense systems engineering and large scale energy infrastructure, giving investors fresh context for assessing KBR’s recent share performance and longer term project pipeline. See our latest analysis for...

Lucid Group (NasdaqGS:LCID) has agreed a partnership with Rockwell Automation to support its manufacturing operations in Saudi Arabia. The collaboration focuses on advanced manufacturing execution software and training programs for Lucid's Saudi facility. The initiative is aligned with Saudi Arabia's Vision 2030 and Lucid's plan to expand its global production footprint. Lucid Group, known for its premium electric vehicles, is using this Rockwell Automation partnership to deepen its...

ServiceNow (NYSE:NOW) has expanded its multi year partnership with OpenAI to embed advanced AI agents and GPT 5.2 directly into the Now Platform. The collaboration adds agentic AI and native speech to speech capabilities, aimed at handling complex enterprise workflows at scale. ServiceNow is also upgrading its global Partner Program and rolling out tighter security integrations, including work with authID. ServiceNow, trading at $133.11, sits at an interesting point for investors after a...

Levi Strauss & Co. (NYSE:LEVI) has launched the "Wear Longer Project" to promote clothing repair and customization among high school students. The program supports the company’s sustainability efforts by encouraging longer garment use and more responsible apparel consumption. The initiative focuses on youth education around repair skills, personalization, and the environmental impact of clothing waste. For investors tracking NYSE:LEVI, this move ties directly to brand identity and long term...

Earlier this month, Qnity Electronics reaffirmed its full-year 2025 net sales guidance of about US$4.70 billion and announced that long-time finance executive Mike Goss will serve as Interim Chief Financial Officer following Matt Harbaugh’s health-related departure. The combination of steady guidance and a seasoned interim CFO, who brings nearly three decades of experience at DuPont and Ernst & Young, has sharpened investor focus on Qnity’s role as a newly independent supplier of...

Recent news around OneMain Holdings (OMF) is pulling investors in two directions, with an expanded loan sale agreement to TPG Inc. on one side and a JPMorgan downgrade on the other. See our latest analysis for OneMain Holdings. Those mixed headlines have come after a softer patch for the stock, with a 6.5% 30 day share price return decline and a 6.7% year to date share price return decline, even as the 1 year total shareholder return sits at 20.7% and the 5 year total shareholder return at...

Capital One Financial (NYSE:COF) has agreed to acquire fintech firm Brex for US$5.15b. The deal is aimed at expanding Capital One’s technology driven corporate finance and payments offerings. The move follows the company’s Discover acquisition and approval of a US$425 million class action settlement over savings account interest rates. For you as an investor, this is a significant move in business payments and spend management, an area where software driven tools are increasingly tied to...

HP (NYSE:HPQ) introduced its HyperX OMEN MAX 16 gaming laptop at CES 2026, a high profile launch focused on the gaming segment. The debut highlighted HP's continued attention to gaming hardware at one of the industry's most visible events. Investors are watching how this gaming push fits into HP's broader plan to stay competitive in a challenging PC and device market. HP's share price sits at $19.43, with the stock showing a 38.0% decline over the past year and a 25.6% decline over three...

Recent analyst attention on Krystal Biotech (KRYS), including a top ranking and higher earnings estimates, has pushed the stock into focus as investors respond to this shift in sentiment and its recent market outperformance. See our latest analysis for Krystal Biotech. That analyst enthusiasm comes on top of strong recent price action, with a 30 day share price return of 12.03%, a 90 day share price return of 51.25%, and a 1 year total shareholder return of 81.86%. This suggests that momentum...

Regulators have rejected Union Pacific's proposed merger application with Norfolk Southern, citing incomplete documentation. The Surface Transportation Board classified a related transaction as major, requiring a resubmission that could introduce a multiyear delay. This decision is one of the most significant regulatory interventions in the rail industry in recent years, with implications for consolidation and competition. For Union Pacific, ticker NYSE:UNP, the merger setback arrives at a...

Burford Capital (NYSE:BUR) has drawn fresh attention after launching a planned $450 million private offering of senior notes due 2034. The proceeds are earmarked to redeem 2026 bonds and for broader corporate uses. See our latest analysis for Burford Capital. The planned 2034 notes come after a period of mixed market signals, with a 30-day share price return of 8.33% and a year-to-date share price return of 11.43%. The 1-year total shareholder return is 29.46% lower, suggesting recent...

Why Arlo’s new shelf registration is on investors’ radar Arlo Technologies (ARLO) has filed a shelf registration for up to US$58.47 million of common stock, tied to 4,200,189 shares in an ESOP related offering that could affect future dilution and funding flexibility. See our latest analysis for Arlo Technologies. The shelf registration arrives after a sharp 33.18% 90 day share price decline and a softer 1.81% year to date share price return. However, Arlo’s total shareholder return of 9.71%...

If you are wondering whether McCormick's current share price fairly reflects its long term potential, this article will walk through what the numbers are really saying about value. McCormick shares recently closed at US$60.79, with returns of 9.3% decline over 7 days, 11.7% decline over 30 days, 9.6% decline year to date and 16.7% decline over 1 year. These moves may change how investors think about both risk and opportunity around the stock. Recent news coverage has focused on how market...