U.S. Machinery Stock News

NYSE:ARCO
NYSE:ARCOHospitality

A Look At Arcos Dorados Holdings (NYSE:ARCO) Valuation As New 2026 Restaurant Expansion Plan Emerges

Arcos Dorados Holdings (NYSE:ARCO) is drawing fresh attention after outlining plans to open 105 to 115 new restaurants across Latin America and the Caribbean in 2026, funded mainly through operating cash flow and existing reserves. See our latest analysis for Arcos Dorados Holdings. The expansion plan and recent cash tender offer for up to US$150 million of sustainability linked notes have coincided with firming momentum, with a 30 day share price return of 12.21% and a 1 year total...
NYSE:KNSL
NYSE:KNSLInsurance

Accelerating Book Value And Premium Growth Could Be A Game Changer For Kinsale Capital Group (KNSL)

Kinsale Capital Group recently reported strong past growth in net premiums earned and a sharp acceleration in book value per share, underscoring robust demand for its specialty insurance offerings. This combination of expanding premiums and rapidly rising book value per share highlights how effectively Kinsale is converting underwriting activity into shareholder equity. We’ll now explore how Kinsale’s accelerating book value per share growth shapes the company’s broader investment narrative...
NasdaqGS:ALGM
NasdaqGS:ALGMSemiconductor

A Look At Allegro MicroSystems (ALGM) Valuation After Its Earnings Beat And Optimistic Outlook

Allegro MicroSystems (ALGM) drew investor attention after its latest quarterly report, with sales outpacing expectations, earnings turning positive, and management flagging continued strength in automotive, e-Mobility and data center focused industrial demand. See our latest analysis for Allegro MicroSystems. The earnings beat and upbeat guidance have been reflected in the share price, with a 30 day share price return of 37.16% and a 90 day gain of 34.51% from a latest close of US$36.91. Over...
NYSE:GWRE
NYSE:GWRESoftware

Is Guidewire (GWRE) Quietly Redefining Its Moat With Embedded Decision Intelligence In ClaimCenter?

In January 2026, Quantexa announced that its Decision Intelligence Accelerator for Guidewire ClaimCenter became globally available on the Guidewire Marketplace, integrating real-time fraud detection, claims segmentation, and contextual analytics into Guidewire Cloud workflows. This move deepens Guidewire’s role at the center of the insurance technology ecosystem by embedding partner-powered decision intelligence directly where claims decisions are made. Against this backdrop, we’ll examine...
NYSE:NIC
NYSE:NICBanks

How Investors Are Reacting To Nicolet Bankshares (NIC) Earnings Strength And Expanded Share Authorization

Nicolet Bankshares, Inc. recently reported fourth-quarter and full-year 2025 results showing higher net interest income and net income than a year earlier, and shareholders in January 2026 approved an amendment to increase the company’s authorized share count. Alongside earnings growth, Nicolet completed a long-running share repurchase program, modestly increased net loan charge-offs, and affirmed a US$0.32 quarterly dividend payable in March 2026. We’ll now examine how Nicolet’s stronger...
NYSE:ABBV
NYSE:ABBVBiotechs

AbbVie’s Shift Beyond Humira With Skyrizi and Rinvoq Might Change The Case For Investing In AbbVie (ABBV)

In recent days, AbbVie has highlighted its shift away from Humira toward newer immunology drugs such as Skyrizi and Rinvoq, while progressing a broad pipeline that includes treatments for Parkinson’s disease and aggressive blood cancers, following mixed but generally constructive clinical and policy updates across its portfolio. An interesting angle for investors is how AbbVie’s push into next‑generation immunology and aesthetics, alongside its long dividend‑increase record, is reshaping...
NasdaqGS:PI
NasdaqGS:PISemiconductor

Assessing Impinj (PI) Valuation After A Sharp Pullback And Long Term Gains

What recent performance tells you about Impinj (PI) Impinj (PI) has drawn attention after a month return of about 23% decline and a past 3 months return of about 21% decline, despite a 1 year total return above 12%. See our latest analysis for Impinj. With the share price at about $138.10 after a 7 day share price return of around a 15% decline and a 30 day share price return of about a 23% decline, the recent pullback contrasts with a 1 year total shareholder return of roughly 13%. This...
NasdaqGS:GLNG
NasdaqGS:GLNGOil and Gas

Assessing Golar LNG (GLNG) Valuation After Goldman Sachs Conviction Call And EBITDA Growth Outlook

Goldman Sachs endorsement puts Golar LNG in focus Goldman Sachs recently added Golar LNG (GLNG) to its US Conviction List, citing expectations for the company’s contracted EBITDA to triple by 2028 as new liquefaction capacity comes online. This endorsement from a major investment bank draws attention to Golar LNG’s role in floating LNG infrastructure. It also raises fresh questions for investors around contract visibility, future cash generation, and how today’s share price reflects those...
NasdaqGS:CASY
NasdaqGS:CASYConsumer Retailing

A Look At Casey’s General Stores (CASY) Valuation After A Strong Multi Year Shareholder Return Run

Recent performance snapshot Casey's General Stores (CASY) has drawn attention after recent share price moves, with the stock showing a 9.0% gain over the past month and a 16.0% return over the past 3 months. See our latest analysis for Casey's General Stores. While the recent 1 month and 3 month share price returns of 9.0% and 16.0% suggest positive momentum, the picture is even stronger over longer horizons. The 1 year total shareholder return is 45.2%, and the 5 year total shareholder...
NYSE:CTVA
NYSE:CTVAChemicals

Assessing Corteva (CTVA) Valuation After Hardman Johnston’s Exit Over Separation Uncertainty

Hardman Johnston Global Equity Strategy’s decision to sell its position in Corteva (CTVA), citing questions around a potential Seeds and Crop Protection separation, has put fresh attention on how investors view the company’s structure and risk profile. See our latest analysis for Corteva. Corteva shares trade at US$72.80 after a recent 1 day share price return of around a 1% decline, but a 30 day share price return of 7.44% and 90 day share price return of 16.48% suggest momentum has been...
NYSE:SPHR
NYSE:SPHREntertainment

A Look At Sphere Entertainment (SPHR) Valuation After Infosys Expansion And New National Harbor Sphere Plans

Sphere Entertainment (SPHR) is back in focus after two linked announcements: an expanded digital partnership with Infosys across key Madison Square Garden properties and plans for a new Sphere venue at National Harbor near Washington, D.C. See our latest analysis for Sphere Entertainment. The recent Infosys extension and the planned National Harbor venue have arrived alongside a strong 90 day share price return of 37.5% and a very large 3 year total shareholder return of 298.59%, suggesting...
NYSE:VOYA
NYSE:VOYADiversified Financial

Assessing Voya Financial (VOYA) Valuation After Dividend Hike Buybacks And New Boston Legacy FC Deal

Voya Financial (VOYA) is back in focus after its board declared a Q1 2026 common dividend of $0.47 per share, alongside ongoing share repurchases and a new sponsorship deal with Boston Legacy FC. See our latest analysis for Voya Financial. The latest dividend declaration and buyback plans come after a steady build in momentum, with a 90 day share price return of 4.09% and a 1 year total shareholder return of 14.14% on a US$76.66 share price. Over longer periods, the 3 year total shareholder...
NasdaqGS:INCY
NasdaqGS:INCYBiotechs

Assessing Incyte (INCY) Valuation After Strong 1 Year Return And Recent Share Price Cooldown

Context for Incyte’s recent share performance Incyte (INCY) has been trading quietly. The stock is down around 1% over the past week and past month, and about 3% lower over the past 3 months, despite solid trailing 1 year returns. See our latest analysis for Incyte. That recent 2.8% 3 month share price decline contrasts with a 35.7% 1 year total shareholder return. This suggests that momentum has cooled lately, even though longer term holders have still seen gains. If Incyte’s recent moves...
NasdaqCM:AXGN
NasdaqCM:AXGNMedical Equipment

A Look At Axogen (AXGN) Valuation After Recent Shelf Registration And Follow On Equity Offerings

Axogen (AXGN) is back in focus after a busy financing day on 21 January, when the company filed an omnibus shelf registration and pursued follow on equity offerings that together frame its next capital raising options. See our latest analysis for Axogen. The financing activity appears to have come against a backdrop of strong momentum, with a 30 day share price return of 12.42% and a 90 day share price return of 46.61%. Meanwhile, the 1 year total shareholder return of 94.48% and 3 year total...
NYSE:KGS
NYSE:KGSEnergy Services

A Look At Kodiak Gas Services (KGS) Valuation After Its Latest Dividend Announcement

Kodiak Gas Services dividend announcement sets the tone for shareholder returns Kodiak Gas Services (KGS) has declared a fourth quarter 2025 cash dividend of $0.49 per share, scheduled for payment on February 20, 2026 to shareholders of record on February 13, 2026. This announcement gives investors a clearer view of how management is approaching capital returns. It comes as the stock shows mixed recent performance, with a past year total return decline of 6.7% and a one-month gain of...
NasdaqGS:OKTA
NasdaqGS:OKTAIT

Okta (OKTA) Valuation Check As Mixed Returns Contrast With Rich P/E Multiple

Okta stock at a glance Okta (OKTA) has drawn fresh investor attention after recent trading left the shares with mixed performance across different timeframes, including a small gain over the past month but a negative 1 year total return. See our latest analysis for Okta. Recent trading has been choppy, with a 7 day share price return of a 7.46% decline and a modest 30 day share price gain of 1%, while the 1 year total shareholder return of a 9.4% decline contrasts with a positive 3 year total...
NYSE:AX
NYSE:AXBanks

Axos Financial (AX) Is Up 5.9% After Verdant-Driven Profit Gain Reshapes Its Lending Mix

In late January 2026, Axos Financial, Inc. reported past second-quarter and six‑month results showing higher net interest income and net income year over year, with basic earnings per share from continuing operations rising to US$2.27 for the quarter and US$4.25 for the half. The stronger profit metrics were supported by robust loan growth, higher net interest margin, and the contribution of the Verdant Commercial Capital acquisition to both interest and non‑interest income. Against this...
NasdaqGS:HWC
NasdaqGS:HWCBanks

A Look At Hancock Whitney (HWC) Valuation After 11.1% Dividend Increase And Recent Share Price Strength

Hancock Whitney (HWC) just caught investor attention after its board approved an 11.1% increase in the regular first quarter 2026 cash dividend to $0.50 per share, following recent earnings and share repurchase updates. See our latest analysis for Hancock Whitney. Hancock Whitney shares have been gaining traction, with a 30 day share price return of 6.73% and a 90 day gain of 19.36%. The 1 year total shareholder return of 20.59% and 5 year total shareholder return of 107.90% point to momentum...