U.S. Machinery Stock News

NYSE:BAX
NYSE:BAXMedical Equipment

Baxter International (BAX) Returns To Quarterly Loss And Tests Earnings Recovery Narrative

Baxter International (BAX) has just posted its FY 2025 third quarter numbers, reporting revenue of US$2,835 million and a basic EPS loss of US$0.10. The trailing twelve month EPS stands at a loss of US$0.67 on revenue of US$11.0 billion. The company’s quarterly revenue has moved from US$2,699 million in Q3 2024 to US$2,753 million in Q4 2024, then to US$2,625 million and US$2,810 million in Q1 and Q2 2025. Over the same period, basic EPS shifted from US$0.11 in Q3 2024 to a loss of US$0.94 in...
NYSE:PAYC
NYSE:PAYCProfessional Services

Paycom Software FY 2025 Margin Compression Tests Bullish Long Term Narratives

Paycom Software FY 2025 earnings snapshot Paycom Software (PAYC) has wrapped up FY 2025 with fourth quarter revenue of US$544.3 million and basic EPS of US$2.07, alongside trailing twelve month revenue of about US$2.1 billion and basic EPS of US$8.13. The company has seen quarterly revenue move from US$451.9 million in Q3 2024 to US$544.3 million in Q4 2025, while basic EPS stepped from US$1.31 to US$2.07 over the same stretch. This sets up the latest report as a clean read on how its margins...
NasdaqGS:MLYS
NasdaqGS:MLYSBiotechs

Assessing Mineralys Therapeutics (MLYS) Valuation After Recent Share Price Weakness And Strong 1 Year Return

Event context and recent trading snapshot Mineralys Therapeutics (MLYS) has been drawing attention after recent trading that left the stock around $27.86, with a one-month return of about a 15% decline and a three-month return near a 32% decline. See our latest analysis for Mineralys Therapeutics. That recent 6.45% one day share price decline and softer 7 day and 30 day share price returns come after a much stronger 1 year total shareholder return of 173.14%. Recent momentum appears to be...
NasdaqGS:KELY.A
NasdaqGS:KELY.AProfessional Services

Kelly Services (KELY.A) Q3 Loss Of US$150 Million Tests Margin Expansion Narratives

Kelly Services (KELY.A) has just posted a tough third quarter for FY 2025, with revenue of US$935 million and a basic EPS loss of US$4.25 on net income excluding extra items of a US$150.1 million loss, while trailing twelve month figures show revenue of US$4.4 billion and a basic EPS loss of US$4.43 tied to a US$156.3 million loss. Over the past few quarters, the company has seen revenue move from US$1,038.1 million in Q3 2024 to US$1,191.1 million in Q4 2024, US$1,164.9 million in Q1 2025...
NasdaqCM:ALMU
NasdaqCM:ALMUSemiconductor

Aeluma (ALMU) TTM Loss Of US$3.8m Tests Bullish Profitability Narratives

Aeluma (ALMU) has just posted its Q2 2026 scorecard, with Q1 2026 revenue at about US$1.4 million and a basic EPS loss of US$0.09, alongside trailing twelve month revenue of US$5.6 million and a TTM basic EPS loss of US$0.27 that keeps the story firmly in loss making territory. The company has seen quarterly revenue move from US$0.28 million in Q4 2024 to US$1.39 million in Q1 2026, while quarterly EPS has ranged between a loss of US$0.24 and a profit of US$0.12 over that period, pointing to...
NYSE:CVS
NYSE:CVSHealthcare

CVS Regulatory Pressure Tests PBM Margins And Rite Aid Integration Prospects

CVS Health (NYSE:CVS) is facing increased regulatory and legal pressure tied to its pharmacy benefit manager operations and insurance activities. Recent actions include new PBM transparency reforms, a House Judiciary Committee subpoena focused on Affordable Care Act premium subsidies, and an ongoing Federal Trade Commission lawsuit. These developments come as CVS works through the integration of Rite Aid and Bartell Drugs locations and continues broader operational changes. For investors...
NYSE:VNT
NYSE:VNTElectronic

Vontier (VNT) TTM Margin Dip To 13.3% Tests Bullish Earnings Inflection Narrative

Vontier (VNT) has put solid numbers on the table for FY 2025 so far, with Q3 revenue of US$752.5 million, basic EPS of US$0.70 and trailing twelve month revenue of about US$3.0 billion and EPS of US$2.74, giving investors a clear read on recent performance. The company has seen quarterly revenue move from US$696.4 million in Q2 2024 to US$773.5 million in Q2 2025. Over that span, basic EPS ranged from US$0.45 to US$0.82 and now sits at US$0.70 in Q3 2025. These results are framed by forecasts...
NYSE:IVT
NYSE:IVTRetail REITs

InvenTrust Properties (IVT) FFO Per Share Stability Supports Bullish Cash Flow Narrative

InvenTrust Properties (IVT) has wrapped up FY 2025 with Q4 revenue of US$77.4 million, basic EPS of US$0.03, and funds from operations of US$36.8 million. FFO per share of US$0.47 sets the tone for how investors will read the latest update. Over the past year, total revenue on a trailing twelve month basis has moved from US$274.0 million to US$299.2 million, while basic EPS over the same window has shifted from US$0.19 to US$1.44, supported by net income excluding extra items rising from...
NYSE:SCI
NYSE:SCIConsumer Services

Service Corporation International (SCI) Net Margin Resilience Tests Skeptical Narratives On Profit Quality

Service Corporation International FY 2025 Results Snapshot Service Corporation International (SCI) has wrapped up FY 2025 with fourth quarter revenue of US$1.1 billion and basic EPS of US$1.14, alongside net income of US$159.4 million that caps a trailing 12 month EPS of US$3.83 on revenue of US$4.3 billion. Over the past year, the company has seen quarterly revenue move from US$1.09 billion in Q4 2024 to US$1.11 billion in Q4 2025, while basic EPS shifted from US$1.05 to US$1.14. This sets...
NasdaqGS:UPB
NasdaqGS:UPBBiotechs

Assessing Upstream Bio (UPB) Valuation After Recent Share Price Volatility

Event context and recent stock performance Upstream Bio (UPB) has drawn investor attention after a sharp move in its share price, with the stock down about 13% on the day and weaker over the past week and month. Those short term moves come against a stronger past year, where total return sits around 75%. This raises questions about how investors are weighing the company’s clinical stage respiratory pipeline in relation to its financial profile and recent trading volatility. See our latest...
NYSE:CB
NYSE:CBInsurance

Is It Too Late To Consider Chubb (CB) After Its Recent 25.8% Share Price Gains?

If you are wondering whether Chubb's current share price still offers value, looking closely at how the market is pricing the business versus its fundamentals can be a useful next step. Chubb shares last closed at US$329.07, with returns of 7.3% over the past 30 days and 25.8% over the past year. This may prompt questions about growth potential and how much risk investors are currently pricing in. Recent headlines around Chubb have focused on its position as a major global insurer, its role...
NYSE:WLK
NYSE:WLKChemicals

Does Mizuho’s Downgrade Recast Westlake’s (WLK) Earnings as a Story About Risk Rather Than Resilience?

Westlake Corporation recently announced it will release its fourth quarter and full year 2025 earnings, and held a conference call on February 24, 2026 to discuss the results, with materials made available through its website and webcast. At the same time, a downgrade from Mizuho to a Neutral rating alongside differing analyst opinions has sharpened focus on how experts assess Westlake’s prospects. We’ll now examine how Mizuho’s downgrade and the broader mix of analyst views may influence...
NasdaqGS:TERN
NasdaqGS:TERNPharmaceuticals

Terns Pharmaceuticals (TERN) Is Up 6.8% After Leerink Highlights TERN-701’s Early ‘Best-in-Class’ Potential – Has The Bull Case Changed?

In recent days, Leerink Partners initiated coverage on Terns Pharmaceuticals, highlighting early Phase 1 CARDINAL trial data suggesting TERN-701 may offer a best-in-class efficacy and safety profile for chronic myeloid leukemia. This attention comes shortly after Terns raised US$747.5 million through a public offering and revised its Hansoh licensing deal for oncology rights in mainland China and Taiwan, underscoring the company’s growing oncology ambitions. Next, we’ll examine how...
NasdaqGS:PONY
NasdaqGS:PONYSoftware

Pony AI (PONY) Valuation Check As Mixed Short Term Returns Contrast With Long Term DCF Upside

Pony AI (PONY) has drawn interest after recent trading left the stock with mixed short term returns, including a loss of about 9% over the past month and a gain over the past 3 months. See our latest analysis for Pony AI. With Pony AI’s share price at US$14.30, the recent 9.33% 7 day share price return contrasts with a 30 day share price return of 9.03% and a year to date share price return of 11.01%. The 1 year total shareholder return of 3.77% suggests momentum has been uneven rather than...
NasdaqGS:SKWD
NasdaqGS:SKWDInsurance

Is Skyward Specialty Insurance Group (SKWD) Pricing Reflect Its Strong Specialty Insurance Position Today

If you are wondering whether Skyward Specialty Insurance Group is attractively priced at its current level, this article will walk through what the recent numbers might be telling you about value. The share price recently closed at US$46.61, with returns of 6.4% over the last 7 days, 1.1% over the last 30 days, and year to date and 1 year returns of a 4.1% decline and a 4.4% decline, alongside a very large 3 year return of around 2x. Recent headlines around Skyward Specialty Insurance Group...
NasdaqGS:MGNI
NasdaqGS:MGNIMedia

Assessing Magnite (MGNI) Valuation After Recent Share Price Rebound And Mixed Return Profile

Magnite stock: recent move and what it might mean for investors Magnite (MGNI) has drawn fresh attention after a period of weak share performance, including an 11.8% last close and negative total returns over the past year and past 3 years. For investors, the contrast between those returns and Magnite’s reported US$702.6m in revenue and US$58.0m in net income raises questions about how the market is currently valuing its omni channel sell side advertising platform. See our latest analysis for...
NYSE:KMT
NYSE:KMTMachinery

Assessing Kennametal (KMT) Valuation After Strong Recent Share Price Momentum

KMT stock triggered by recent performance metrics Kennametal (KMT) has drawn fresh attention after a recent move in its share price, with the stock closing at $40.26 and showing distinct return patterns over the past month and past 3 months. See our latest analysis for Kennametal. The 1 month share price return of 31.05% and 3 month share price return of 45.92%, alongside a 1 year total shareholder return of 86.76%, suggest momentum has been building rather than fading around the current...
NasdaqGM:WLDN
NasdaqGM:WLDNProfessional Services

A Look At Willdan Group (WLDN) Valuation After US$112 Million San Diego Energy Contract

Willdan Group (WLDN) is back in focus after securing a US$112 million energy savings performance contract with the City of San Diego, a deal tied to extensive facility and streetlight upgrades. See our latest analysis for Willdan Group. At a share price of US$113.26, Willdan’s 90 day share price return of 22.68% and very large 1 year total shareholder return suggest momentum has been building, even with a 6.86% 1 month pullback as the market absorbs this new San Diego contract alongside...
NYSE:AOS
NYSE:AOSBuilding

A Look At A. O. Smith (AOS) Valuation After Recent Share Price Momentum

What is moving A. O. Smith (AOS) now? A. O. Smith (AOS) has attracted fresh attention after a solid recent run, with the share price up around 13% over the past month and about 21% in the past 3 months. See our latest analysis for A. O. Smith. That short term strength backs up a steady record, with a 17.42% year to date share price return and a 25.46% 1 year total shareholder return suggesting momentum has been building rather than fading. If A. O. Smith’s recent run has you thinking about...
NasdaqGS:ATAT
NasdaqGS:ATATHospitality

A Look At Atour Lifestyle Holdings (NasdaqGS:ATAT) Valuation After Broker Optimism On China Tourism Recovery

Recent research from Morgan Stanley and CICC spotlighted the recovery in China’s tourism and hotel market, citing strong Spring Festival travel and booking data, with Atour Lifestyle Holdings (NasdaqGS:ATAT) among the names flagged to benefit. See our latest analysis for Atour Lifestyle Holdings. Against this backdrop of upbeat broker commentary, Atour Lifestyle Holdings’ share price closed at US$39.23, with a 12.47% 7 day share price return contrasting with mildly negative 30 day and year to...
NasdaqGS:PZZA
NasdaqGS:PZZAHospitality

Papa John's MICHELIN Push And Valentine Offer Test Investor Hopes

Papa John's International is running a MICHELIN Star themed campaign that includes turning a Manhattan store into a one night, reservation only dining experience. The company is also introducing a limited time heart shaped pizza in Canada for Valentine’s Day. These marketing and product moves aim to create buzz around the brand and offer differentiated experiences to pizza customers. Papa John's International, listed on NasdaqGS:PZZA, is pursuing attention grabbing brand efforts at a time...
NYSE:DTM
NYSE:DTMOil and Gas

Is DT Midstream (DTM) Pricing Look Stretched After Strong 1 Year Share Price Rally

If you are wondering whether DT Midstream is fairly priced or if the recent hype has gone too far, you are in the right place. The stock last closed at US$131.64, with returns of 4.2% over 7 days, 11.8% over 30 days, 8.8% year to date and 37.5% over the past year, plus a very large 3 year return of 172.7%. These moves sit against a backdrop where DT Midstream has been steadily on investors' radars in the midstream energy space, as markets continue to focus on established infrastructure...
NYSE:KNX
NYSE:KNXTransportation

Does Knight-Swift’s Seventh Dividend Hike Reveal a Turning Point in Its Capital Strategy (KNX)?

Knight-Swift Transportation Holdings recently raised its quarterly cash dividend to US$0.20 per share from US$0.18, marking a seventh consecutive annual increase and continuing its board-approved cash dividend policy, with the latest payout scheduled for stockholders of record on March 6, 2026 and expected to be paid on March 23, 2026. This steady pattern of dividend growth, alongside a history of insider share sales and a Neutral analyst rating, highlights how management’s capital-return...
NYSE:LNG
NYSE:LNGOil and Gas

Did New Gulf LNG Shipping Deals Just Shift Cheniere Energy's (LNG) Logistics-Driven Investment Narrative?

Cheniere Energy’s marketing unit recently secured additional liquefied natural gas shipping capacity out of the Gulf Coast, responding to tight carrier availability and longer vessel build times amid the U.S. LNG export boom. This move highlights how logistics control is becoming as important as liquefaction capacity itself, potentially influencing Cheniere’s ability to reliably monetize its growing LNG portfolio. We’ll now examine how this added shipping capacity could influence Cheniere...