U.S. Machinery Stock News

NasdaqGS:BMRN
NasdaqGS:BMRNBiotechs

Assessing BioMarin Pharmaceutical (BMRN) Valuation After Mixed Short And Long Term Share Price Performance

Why BioMarin Pharmaceutical (BMRN) is on investors’ radar BioMarin Pharmaceutical (BMRN) has drawn attention after a recent stretch of mixed returns, with the share price higher over the past week, month and past 3 months, yet lower over the past year. See our latest analysis for BioMarin Pharmaceutical. At the current share price of $59.87, BioMarin Pharmaceutical’s recent 7 day and 3 month share price returns of 2.99% and 9.39% contrast with a 1 year total shareholder return decline of...
NYSE:BKH
NYSE:BKHIntegrated Utilities

A Look At Black Hills (BKH) Valuation After Earnings Growth And Reinforced Analyst Optimism

Black Hills (BKH) is back in focus after reporting fourth quarter and full year 2025 earnings, with higher sales and net income, alongside a reaffirmed favorable analyst outlook that has supported recent stock interest. See our latest analysis for Black Hills. The recent 6.3% year to date share price return, alongside a 29.7% total shareholder return over the past year, suggests positive momentum as investors respond to the earnings update and reaffirmed positive analyst views. If Black...
NYSE:AMG
NYSE:AMGCapital Markets

AMG (AMG) One Off Gain Lifts Margins And Tests Bull Narratives On Alternatives

Affiliated Managers Group (AMG) just wrapped up FY 2025 with Q4 revenue of US$556.6 million and basic EPS of US$12.55, capping a trailing 12 month revenue line of US$2.07 billion and EPS of US$25.14. Over the past few quarters, revenue has moved from US$493.2 million in Q2 2025 to US$528 million in Q3 and then to US$556.6 million in Q4, while quarterly EPS shifted from US$2.96 to US$7.48 and then to US$12.55, setting the backdrop for trailing 12 month net income of US$716.6 million and a...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

How PayPal’s CEO Shake-Up and Soft 2025 Results Could Reshape PayPal Holdings (PYPL) Investors

In early February 2026, PayPal Holdings announced weaker-than-expected fourth-quarter and full-year 2025 results, a cautious 2026 outlook, and the replacement of CEO Alex Chriss with HP Inc. veteran Enrique Lores following board concerns about execution and competitive pressures in core checkout and BNPL offerings. At the same time, PayPal continued to reshape its business mix with ongoing share repurchases totaling US$15.19 billion under recent buyback programs, new AI- and wallet-driven...
NasdaqGS:ALGN
NasdaqGS:ALGNMedical Equipment

The Bull Case For Align Technology (ALGN) Could Change Following New Guidance, Buybacks, And Research Push

In early February 2026, Align Technology reported fourth-quarter 2025 sales of US$1,047.56 million and net income of US$135.76 million, issued 2026 revenue guidance calling for 3% to 4% worldwide growth, and confirmed completion of a US$171.57 million share repurchase program covering 1.69% of its shares. Alongside these results, Align expanded its collaboration with the University of Bern through Switzerland’s first large-scale oral health study, showcasing how its iTero Lumina scanner and...
NYSE:BAH
NYSE:BAHProfessional Services

Booz Allen Cyber Summit Role Meets Depressed Valuation And Earnings Outlook

Booz Allen Hamilton Holding (NYSE:BAH) is presenting at the NetDiligence Cyber Risk Summit. Company leadership is scheduled to speak on cyber risk, a key area of client focus. The event spotlights Booz Allen's role in addressing cyber risk and security concerns. Booz Allen Hamilton Holding, trading at $79.32, is stepping into a visible role at the NetDiligence Cyber Risk Summit, which puts its cyber expertise in front of a focused audience of clients and peers. For a stock that has seen a...
NasdaqGS:EWBC
NasdaqGS:EWBCBanks

Assessing East West Bancorp (EWBC) Valuation As 2026 Loan Growth Guidance And Business Mix Reset Gain Attention

Recent guidance from East West Bancorp (EWBC) leadership has put 2026 loan growth and a reset in business mix in focus, as the bank leans into commercial and industrial lending and existing client relationships. See our latest analysis for East West Bancorp. At a share price of US$117.83, East West Bancorp has seen a 14.6% 90 day share price return and a 22.7% 1 year total shareholder return. This suggests improving momentum around the loan growth reset and business mix commentary. If this...
NYSE:UI
NYSE:UICommunications

Does Ubiquiti (UI) Prioritize Dividends Over Buybacks After Strong Q2 Earnings And No Repurchases?

Earlier in February 2026, Ubiquiti Inc. reported second-quarter 2025 results showing higher sales of US$814.87 million and net income of US$233.61 million, and reaffirmed a US$0.80 per-share cash dividend payable on February 23, 2026 to shareholders of record on February 17, 2026. The company’s earnings release also highlighted stronger basic earnings per share from continuing operations of US$3.86 for the quarter and US$7.30 for the first half of fiscal 2026, while its previously announced...
NYSE:HESM
NYSE:HESMOil and Gas

Hess Midstream (HESM) Valuation Check After Stronger Q4 Revenue And Net Income Results

Hess Midstream (HESM) is back on investors’ radar after reporting fourth quarter 2025 revenue of US$404.2 million and net income of US$93.3 million, both above the prior year’s comparable figures. See our latest analysis for Hess Midstream. The latest earnings update comes on the back of steady share price strength, with a 10.02% 90 day share price return and a 5.01% 30 day share price return, while the 5 year total shareholder return of 148.08% points to longer term compounding. If these...
NYSE:BA
NYSE:BAAerospace & Defense

Does Air Cambodia’s 737 MAX Order Highlight A Durable Demand Backbone For Boeing (BA)?

In early February 2026, Air Cambodia announced an order for up to 20 Boeing 737 MAX jets at the Singapore Airshow, including 10 firm 737‑8 aircraft and options for 10 more, as the carrier begins renewing its single-aisle fleet with fuel-efficient Boeing models. This deal, alongside strong January order and delivery figures and additional widebody commitments from airlines such as Air Canada, reinforces the scale and breadth of demand underpinning Boeing’s commercial backlog. With January’s...
NYSE:NCLH
NYSE:NCLHHospitality

Will Norwegian Cruise Line (NCLH) Tap a New Brand Playbook Under Incoming CEO John Chidsey?

Norwegian Cruise Line Holdings recently announced that long‑time board member John W. Chidsey has been appointed President and Chief Executive Officer, effective February 12, 2026, replacing departing CEO and President Harry Sommer. Chidsey’s background leading consumer brands such as Subway and Burger King through operational overhauls and brand repositioning adds a new management lens to Norwegian’s ongoing transformation efforts. We’ll now examine how Chidsey’s appointment as CEO and...
NYSE:VICI
NYSE:VICISpecialized REITs

A Look At VICI Properties (VICI) Valuation After Scotiabank Downgrade And Caesars Lease Uncertainty

VICI Properties (VICI) has come back into focus after Scotiabank downgraded the stock, highlighting uncertainty around the Caesars Entertainment Regional Master Lease and potential limits to external growth following recent Las Vegas Locals acquisitions. See our latest analysis for VICI Properties. Scotiabank’s downgrade and questions around the Caesars regional lease arrive just as VICI’s 30 day share price return of 4.09% has partly offset a 3.49% decline over 90 days, while its 1 year...
NYSE:YUM
NYSE:YUMHospitality

Is Yum Brands (YUM) Pricing Look Stretching After Strong Multi Year Share Gains

If you are wondering whether Yum! Brands at around US$160 offers fair value or if you might be overpaying, this article walks through what the current market price might be implying about the business. With the share price at US$160.57 after a 1.4% decline over the last 7 days, the stock still sits on positive returns of 2.2% over 30 days, 6.7% year to date, 10.7% over 1 year, 28.8% over 3 years and 66.9% over 5 years. Recent headlines around Yum! Brands have focused on its role as a large...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Amazon.com (AMZN) Is Down 5.5% After Outlining Massive AI And Cloud Capex Plans - What's Changed

In early February 2026, Amazon.com reported fourth-quarter 2025 revenue of US$213.39 billion and full-year revenue of US$716.92 billion, alongside guidance for first-quarter 2026 net sales of US$173.5 billion to US$178.5 billion and operating income of US$16.5 billion to US$21.5 billion. Ahead of 2026, Amazon also filed a broad universal shelf registration for multiple securities and signaled plans for very large capital expenditure, particularly in AI and cloud infrastructure, prompting...
NYSE:VSH
NYSE:VSHElectronic

Vishay Intertechnology (VSH) Is Down 5.4% After Return To Profitability And New Dividend Declaration – Has The Bull Case Changed?

In early February 2026, Vishay Intertechnology reported fourth-quarter 2025 sales of US$800.92 million with a return to modest profitability, issued first-quarter 2026 revenue guidance of US$800 million to US$830 million, launched new power inductors and sulfur‑resistant chip resistors, and its board later declared a US$0.10 per-share dividend payable on March 26, 2026. Together, the stronger quarterly results, robust order commentary across most product lines, and continued product...
NYSE:DCH
NYSE:DCHAuto Components

Dauch (DCH) Earnings Volatility Tests Bullish Margin Improvement Narrative

Dauch (DCH) just posted its FY 2025 third quarter numbers, with revenue of $1.5 billion, net income of $8.8 million and basic EPS of $0.07, set against trailing twelve month earnings growth of 43.7% and modest 3.1% annual revenue growth. Over recent periods, revenue has moved between $1.4 billion and $1.6 billion per quarter while basic EPS ranged from a loss equivalent of $0.11 in FY 2024 Q4 to $0.32 in FY 2025 Q2, with trailing net income reaching $40.1 million. Taken together, the latest...
NYSE:GTY
NYSE:GTYRetail REITs

Getty Realty (GTY) Is Up 7.9% After Record 2025 Results And Reaffirmed 2026 AFFO Guidance

Getty Realty Corp. has released its fourth-quarter and full-year 2025 results, reporting higher revenues of US$60.55 million for the quarter and US$221.73 million for the year, alongside increased net income and earnings per share, and its board has declared a cash dividend of US$0.485 per common share payable on April 9, 2026. Backed by record 2025 investment activity of about US$269 million at an initial cash yield of 7.9% and a highly occupied, triple-net portfolio, the company reaffirmed...
NasdaqGS:DOCU
NasdaqGS:DOCUSoftware

How Investors Are Reacting To DocuSign (DOCU) Iris AI eSignature Rollout Across Key Markets

In recent days, DocuSign unveiled new AI-powered eSignature features, including its Iris contract-specific assistant, within its Intelligent Agreement Management platform across the U.S., U.K., and Australia. The launch highlights DocuSign’s push to make complex agreements easier to understand and execute, potentially reshaping how enterprises handle digital contracts and workflows. We’ll now examine how DocuSign’s Iris-powered eSignature rollout could influence the company’s broader...
NYSE:A
NYSE:ALife Sciences

The Bull Case For Agilent Technologies (A) Could Change Following New PD-L1 Test Approval And Dividend News

In February 2026, Agilent Technologies announced that it will pay a US$0.255 quarterly dividend per share on April 22, 2026, to shareholders of record as of March 31, 2026, while also receiving U.S. FDA approval for its PD-L1 IHC 22C3 pharmDx companion diagnostic to guide first-line use of Keytruda in several hard-to-treat cancers including epithelial ovarian carcinoma. This latest FDA approval broadens Agilent’s role in precision oncology diagnostics, potentially deepening its integration...
NasdaqGS:VFS
NasdaqGS:VFSAuto

How Investors Are Reacting To VinFast Auto (VFS) Surging January EV Deliveries And Kinshasa Taxi Deal

VinFast Auto reported that January 2026 electric vehicle deliveries reached 16,172 units, a 55% year-on-year increase in monthly volumes. This acceleration in reported deliveries comes alongside a new Memorandum of Understanding to supply EVs for green taxi services in Kinshasa, broadening VinFast’s international reach. With this sharp January delivery growth as a backdrop, we’ll now examine how it may influence VinFast’s existing investment narrative. We've uncovered the 13 dividend...
NYSE:CHWY
NYSE:CHWYSpecialty Retail

Is Chewy (CHWY) Pricing Look Compelling After A Steep Multi‑Year Share Decline?

If you are wondering whether Chewy's current share price really reflects what the business is worth, you are not alone. This article will walk through what the market might be pricing in today. Chewy's shares last closed at US$24.23, after returns of a 13.5% decline over the past week, a 24.4% decline over the last month, and a 27.7% decline year to date, with a 35.7% decline over one year and a 45.7% decline over three years, while the five-year return sits at a 78.7% decline. Recent...
NYSE:NNN
NYSE:NNNRetail REITs

Is NNN REIT (NNN) Price Moves Justified By Recent Real Estate Sector Sentiment?

If you are wondering whether NNN REIT is offering fair value at today’s price, this article will walk through how its current market price stacks up against several valuation checks. With the share price at US$44.34 and returns of 3.3% over 7 days, 5.7% over 30 days, 12.2% year to date, 16.2% over 1 year, 11.8% over 3 years and 36.4% over 5 years, many investors are asking what that means for value right now. Recent news coverage around NNN REIT has focused on its position in the real estate...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

FTC Scrutiny Tests Microsoft Cloud Bundling And AI Expansion Story

The U.S. Federal Trade Commission has expanded its antitrust probe into Microsoft’s cloud, enterprise software, and AI practices, issuing new investigative demands to competitors. Regulators are scrutinizing areas such as software bundling, market power in cloud services, and how AI offerings are integrated across Microsoft’s product suite. Microsoft (NasdaqGS:MSFT) is accelerating development of its own AI foundation models while also backing third party firms like Anthropic and...