U.S. Machinery Stock News

NYSE:VTOL
NYSE:VTOLEnergy Services

What Bristow Group (VTOL)'s $500 Million Debt Refi and ABL Extension Means For Shareholders

Bristow Group Inc. recently closed a US$500 million private offering of 6.750% senior secured notes due 2033 and amended its asset-based revolving credit facility, extending its maturity to 2031 while adjusting total commitments. By refinancing its 6.875% senior secured notes due 2028 and extending its credit facility, Bristow has reshaped its debt profile and liquidity options. We’ll now examine how this large-scale refinancing, particularly the extension of the ABL Facility to 2031,...
NYSE:EVEX
NYSE:EVEXAerospace & Defense

Does Eve Holding (EVEX) Securing AirX eVTOL Orders Clarify Its Asia-Pacific Growth Blueprint?

Earlier in February 2026, Eve Air Mobility announced a binding order from Tokyo-based AirX for up to 50 eVTOL aircraft, with initial deliveries planned for 2029 to support zero-emission urban and regional travel in Japan. This agreement, Eve’s second binding order and first major commercial foothold in Asia-Pacific, highlights rising interest in sustainable air mobility and adds to the company’s growing global partnership pipeline. Next, we will examine how this Asia-Pacific expansion...
NasdaqGS:EZPW
NasdaqGS:EZPWConsumer Finance

EZCORP (EZPW) Is Up 18.5% After Record Q1 Earnings And New Buyback Plan - What's Changed

In early February 2026, EZCORP, Inc. reported record first-quarter results, with revenue of US$382.02 million and net income of US$44.3 million, alongside announcing a new US$50 million, three-year share repurchase program funded by cash flows and cash on hand. The company also highlighted two recent acquisitions, a strong U.S. and Latin American M&A pipeline, and ample liquidity, underscoring its focus on scale and disciplined capital deployment. Next, we’ll examine how EZCORP’s record...
NYSE:CRS
NYSE:CRSAerospace & Defense

A Look At Carpenter Technology (CRS) Valuation After Raised Guidance And Strong Quarterly Earnings

Carpenter Technology (CRS) is back in focus after its latest quarterly report, which paired higher sales and net income with raised operating income guidance for both the third quarter and full fiscal year 2026. See our latest analysis for Carpenter Technology. The raised guidance and recent buyback sit alongside strong price action, with a 17.3% 7 day share price return, 13.2% 90 day share price return and a very large 5 year total shareholder return. Taken together, these factors suggest...
NYSE:WTTR
NYSE:WTTREnergy Services

Does Select Water Solutions (WTTR) Turning Water Assets Into Lithium Output Redefine Its Core Business?

Select Water Solutions and LibertyStream Infrastructure Partners previously entered a definitive agreement to deploy lithium carbonate production facilities at Select’s water treatment and recycling sites in the Midland Basin, with an initial plant targeting up to 1,000 tonnes per year by December 2026 and further expansions planned in 2027. This move repurposes Select’s existing water recycling infrastructure into a platform for lithium extraction, potentially opening a new revenue stream...
NYSE:CVI
NYSE:CVIOil and Gas

A Look At CVR Energy (CVI) Valuation After Its US$1b Bond Refinancing Deal

Why CVR Energy’s new bond deal matters for shareholders CVR Energy (CVI) has just priced and completed a US$1b private offering of senior unsecured notes, a refinancing move aimed at repaying existing facilities and redeeming older, higher coupon securities. This refinancing directly affects the company’s capital structure, future interest costs, and upcoming debt maturities, so it is a key development if you are tracking the risk profile and funding outlook around CVI stock. See our latest...
NYSE:RES
NYSE:RESEnergy Services

Is RPC (RES) Rebalancing From Cyclical Frac Exposure To Durable, Capital-Light Energy Services?

RPC, Inc. recently reported fourth-quarter and full-year 2025 results, with sales rising to US$425.78 million for the quarter and US$1.63 billion for the year, while profitability declined to a quarterly net loss of US$3.06 million and full-year net income of US$32.08 million. Alongside these results, management emphasized using its balance sheet to pursue less capital-intensive growth, including selective acquisitions and investments across existing markets and the broader energy sector,...
NYSE:RGA
NYSE:RGAInsurance

A Look At Reinsurance Group of America (RGA) Valuation After Its Recent Share Price Momentum

Reinsurance Group of America: Recent Performance Snapshot Reinsurance Group of America (RGA) has drawn investor attention after a period of strong share price performance, with the stock showing positive returns over the past week, month, past 3 months, and year to date. See our latest analysis for Reinsurance Group of America. The recent 9.4% 1 day share price return, on top of a 21.23% 3 month share price return and a 122.00% 5 year total shareholder return, points to momentum that has been...
NYSE:CHD
NYSE:CHDHousehold Products

Assessing Church & Dwight (CHD) Valuation As Market Price Diverges From Narrative And DCF Estimates

Why Church & Dwight is on investors’ radar today Church & Dwight (CHD) has drawn fresh attention after recent trading left the stock around $100.53, with short term returns ranging from roughly flat over the past day to gains in the past month. See our latest analysis for Church & Dwight. The recent 17.2% one-month share price return and 21.65% year-to-date share price return suggest momentum has picked up, even though the one-year total shareholder return is slightly negative at 2.63%, with...
NasdaqGS:FROG
NasdaqGS:FROGSoftware

Assessing JFrog (FROG) Valuation As New AI Agents Challenge Traditional Software Licensing Models

The latest releases from Anthropic and OpenAI, featuring more capable autonomous AI agents, have revived fears that tools like JFrog (FROG) could be compressed into generic model features and could pressure traditional software licensing economics. See our latest analysis for JFrog. Against this backdrop, JFrog’s share price has retreated recently, with a 7 day share price return of 13.56% and a 30 day share price return of a 19.03% decline. However, the 1 year total shareholder return of...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

Is It Time To Reassess monday.com (MNDY) After Its 70% One-Year Share Price Slide

If you are wondering whether monday.com at around US$98 a share is starting to look interesting, you are not alone in asking what you are really paying for today. The stock has seen sharp moves recently, with a 13.1% decline over the last 7 days, 33.8% over 30 days, 31.7% year to date and 70.0% over the past year. This changes how many investors might view its risk and potential reward. These price moves have come as monday.com continues to sit in the spotlight of work management and...
NasdaqGS:CCOI
NasdaqGS:CCOITelecom

A Look At Cogent Communications Holdings (CCOI) Valuation After Recent Share Price Rebound

Event context and recent stock performance Cogent Communications Holdings (CCOI) has come back onto investors’ radar following its recent share price moves, with the stock up about 6% over the past month and 18% in the past 3 months. See our latest analysis for Cogent Communications Holdings. At the latest share price of $24.29, Cogent’s recent gains, including a 30 day share price return of 5.88% and a 90 day share price return of 17.80%, sit against a 1 year total shareholder return...
NasdaqGS:CYTK
NasdaqGS:CYTKBiotechs

Cytokinetics (CYTK) Valuation Check After Recent Share Price Moves And Aficamten Expectations

Cytokinetics stock overview Cytokinetics (CYTK) has drawn fresh attention after recent share price moves, prompting investors to reassess how its late stage muscle focused drug pipeline and current financial profile line up with their risk appetite. See our latest analysis for Cytokinetics. At a share price of $62.34, Cytokinetics has seen a 3.49% 1 day share price return but softer recent momentum, with a 90 day share price return decline of 6.26%. However, the 1 year total shareholder...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Could AI Agents Reshape Datadog’s (DDOG) Core Observability Edge More Than Budget Pressures?

In early February 2026, Datadog drew attention as analysts highlighted strong demand for its observability platform amid macro uncertainty and tighter enterprise IT budgets. At the same time, fresh concerns emerged that new AI models from Anthropic and OpenAI could eventually displace traditional monitoring software, raising questions about how resilient Datadog’s business model may be to AI-driven automation. Next, we’ll examine how rising fears that AI agents could replace traditional...
NasdaqGM:QCRH
NasdaqGM:QCRHBanks

Will Stronger 2025 Earnings and Buybacks Change QCR Holdings' (QCRH) Investment Narrative?

QCR Holdings, Inc. recently reported full-year 2025 results showing higher net interest income of US$255.22 million and net income of US$127.19 million, alongside increased earnings per share from continuing operations versus 2024. The company also maintained stable quarterly net charge-offs of US$4.2 million and completed a share repurchase of 149,456 shares for US$11.6 million, signaling management’s ongoing focus on asset quality and capital return. Next, we’ll examine how QCR Holdings’...
NYSE:RL
NYSE:RLLuxury

How Investors Are Reacting To Ralph Lauren (RL) Strong Holiday Beat, Raised 2026 Outlook, Massive Buybacks

Ralph Lauren Corporation recently reported stronger holiday-quarter results, raised its full-year 2026 revenue and operating-margin guidance, and completed a multi-year US$3.10 billion share repurchase program covering 34.63% of its shares. The company’s performance was underpinned by robust full-price selling, an 18% increase in average unit retail across direct-to-consumer channels, and rapid expansion in key cities including in China. We’ll now examine how Ralph Lauren’s upgraded...
NYSE:CIEN
NYSE:CIENCommunications

Ciena Index Additions And Global Deployments Raise Valuation Questions

Ciena (NYSE:CIEN) has been added to several flagship S&P indices, including the S&P 500 and S&P Global 1200. The index changes reflect a shift in Ciena's market profile and are tied to recent updates in index compositions. Alongside the index additions, Ciena recently announced high impact network deployments for major clients in Europe and the Asia Pacific region. Ciena is a networking systems, services, and software company, with a focus on high capacity optical and IP infrastructure that...
NasdaqGS:TECH
NasdaqGS:TECHLife Sciences

Is It Time To Reassess Bio-Techne (TECH) After Years Of Share Price Weakness?

If you are wondering whether Bio-Techne is attractively priced or just fairly valued right now, you are in the right place to put some structure around that question. Bio-Techne's share price last closed at US$66.78, with returns of 2.3% over 7 days, 1.6% over 30 days, 12.0% year to date, but a 3.9% decline over 1 year, a 12.2% decline over 3 years and a 31.7% decline over 5 years. Recent attention on the stock has been shaped by ongoing interest in life sciences tools companies and how...
NYSE:AMRC
NYSE:AMRCConstruction

Ameresco (AMRC) Valuation Check After 16.1% Single Session Share Price Jump

Ameresco (AMRC) is back on radar after a sharp 16.1% gain in the latest session, putting fresh attention on how its energy solutions business, revenue profile, and recent returns stack up for interested investors. See our latest analysis for Ameresco. That 16.1% 1 day share price jump to US$30.92 stands out against a softer 90 day share price return of 13.9% and a flat year to date move. The 1 year total shareholder return of 49.16% also contrasts with weaker 3 and 5 year total shareholder...