U.S. Machinery Stock News

NYSE:SLB
NYSE:SLBEnergy Services

Did New Indonesia Deepwater Contracts Just Shift SLB’s (SLB) Offshore Investment Narrative?

Earlier this month, Mubadala Energy awarded SLB multiple offshore drilling and integrated well services contracts for the Tangkulo deepwater natural gas development and related exploration in the Andaman Sea, offshore Indonesia, deploying advanced real-time downhole monitoring and full life-cycle support. This suite of contracts underscores SLB’s role as a full-cycle offshore partner, bundling high-tech services to tighten execution, safety and project economics for complex gas...
NYSE:LDOS
NYSE:LDOSProfessional Services

Leidos Deepens Role In Defense AI Security And Long Term IT Programs

Leidos Holdings (NYSE:LDOS) is accelerating migrations of Defense Agencies to DODNet as part of the multi billion dollar Defense Enclave Services program. The company secured a federal contract to deliver integrated AI and Zero Trust security solutions for critical defense networks. Leidos announced new partnerships with RegScale and Trustible to automate cybersecurity compliance, continuous monitoring, and AI risk management for federal agencies. For investors watching defense IT...
NYSE:DVN
NYSE:DVNOil and Gas

Devon Coterra Merger Reshapes Cash Returns And Earnings Risk Profile

Devon Energy (NYSE:DVN) has agreed to an all stock merger with Coterra Energy, creating a combined energy company valued at about $58 billion. The combined company plans to relocate its headquarters from Oklahoma City to Houston. Management also announced a higher quarterly dividend and a new large-scale share repurchase program. For Devon Energy, with a recent share price of $44.66, this move follows a 32.5% return over the past year and a 177.8% return over the past 5 years. The merger...
NYSE:PM
NYSE:PMTobacco

Philip Morris Leans On Smoke Free Growth As Regulations Shape Outlook

Philip Morris International (NYSE:PM) reports strong growth in its smoke free portfolio, led by IQOS, ZYN, and VIVE volumes. The company highlights five consecutive years of positive volumes for alternative nicotine products in its latest quarterly update. PMI prepares for a broader launch and regulatory review of new smoke free products in the U.S. while facing regulatory resistance in markets such as India. Changing excise tax conditions in Japan add another layer of complexity to the...
NasdaqCM:HYMC
NasdaqCM:HYMCMetals and Mining

A Look At Hycroft Mining (HYMC) Valuation After Eric Sprott Lifts Stake Above 40%

Hycroft Mining Holding (HYMC) has been in focus after precious metals investor Eric Sprott bought 200,000 shares in an open-market transaction worth about US$9.2 million, lifting his indirect stake above 40%. See our latest analysis for Hycroft Mining Holding. That buying interest has arrived after a dramatic period for the stock, with a 90 day share price return of 292.38% and a very large 1 year total shareholder return, while the 5 year total shareholder return is still negative overall...
NasdaqGS:BSY
NasdaqGS:BSYSoftware

How Alabama’s AI-Driven Highway Asset Overhaul Could Reframe Bentley Systems' (BSY) Infrastructure Intelligence Story

In February 2026, Bentley Systems announced that the Alabama Department of Transportation is using its Blyncsy AI analytics solution to automate asset condition assessments across the state’s 11,000-mile highway network, replacing more manual, inconsistent surveys. This adoption highlights how Bentley’s crowdsourced, AI-powered asset analytics can provide highly accurate, data-driven inputs for performance-based budgeting in large-scale infrastructure maintenance. We’ll now examine how...
NYSE:KD
NYSE:KDIT

Reassessing Kyndryl (KD) After A 70% Share Price Slide Since Last Year

If you are wondering whether Kyndryl Holdings is starting to look mispriced after a rough run in the market, this article will walk you through what the current share price might be implying about its value. The stock has seen sharp moves recently, with a 47.9% decline over the last 7 days, a 55.5% decline over 30 days, and a 70.7% decline over the past year, which may have changed how investors view both its potential and its risks. This sell off comes as Kyndryl continues to be covered in...
NasdaqGS:CENX
NasdaqGS:CENXMetals and Mining

Why Century Aluminum (CENX) Is Down 12.1% After Announcing a New Oklahoma Smelter Project

Century Aluminum and Emirates Global Aluminium recently announced plans to build the first new primary aluminum smelter in the U.S. in over 45 years, a multi-billion-dollar facility in Inola, Oklahoma that will use state-of-the-art technology and is expected to create 5,000 jobs. This project is intended to materially lift domestic primary aluminum capacity and strengthen U.S. supply chain resilience for critical metals used across key industries. We'll now examine how this planned Inola...
NasdaqGM:OCUL
NasdaqGM:OCULPharmaceuticals

Assessing Ocular Therapeutix (OCUL) Valuation After Wider Losses And Potential Share Dilution

Why the latest earnings and share filing matter for Ocular Therapeutix (OCUL) Ocular Therapeutix (OCUL) just released fourth quarter and full year 2025 results alongside a new shelf registration. Together, these updates put profitability trends and potential share dilution in clear focus for investors. For the fourth quarter, Ocular Therapeutix reported revenue of US$13.25 million compared with US$17.08 million a year earlier. The company posted a net loss of US$64.65 million versus US$48.39...
NasdaqGS:CVRX
NasdaqGS:CVRXMedical Equipment

CVRx (CVRX) Q3 Loss Near US$12.9 Million Reinforces Profitability Concerns Despite Growth Narratives

Setting the scene on CVRx's latest results CVRx (CVRX) has reported third quarter FY 2025 revenue of US$14.7 million with a basic EPS loss of US$0.49, alongside trailing twelve month revenue of US$56.0 million and a basic EPS loss of US$2.02, giving investors a clear view of a company still in investment mode. The company has seen quarterly revenue move from US$11.8 million in Q2 2024 to US$14.7 million in Q3 2025. Quarterly basic EPS losses have ranged between US$0.43 and US$0.65 over the...
NasdaqGM:SITM
NasdaqGM:SITMSemiconductor

SiTime Nears US$3b Renesas Deal That Could Redefine Growth Story

SiTime, ticker NasdaqGM:SITM, is reportedly nearing a major acquisition of Renesas Electronics' timing unit. The deal, if completed, would be the largest acquisition in SiTime's history. The move could reshape the competitive dynamics in the timing solutions space and expand SiTime's product reach. SiTime enters this potential transaction with strong recent share price momentum, with the stock at $420.23 and up 136.9% over the past year and 239.4% over the past 5 years. In the shorter term,...
NasdaqGS:SBUX
NasdaqGS:SBUXHospitality

Starbucks Fashion Week Push Tests Brand Relevance And Investor Payoff

Starbucks (NasdaqGS:SBUX) is partnering with fashion designers for Fashion Week to refresh its brand and reach younger consumers. The company is serving as an exclusive coffee partner at Fashion Week events, integrating its products into runway shows and pop up experiences. The collaboration includes limited time drink designs and branded activations targeted at social media focused audiences. For you as an investor, this Fashion Week push sits at the intersection of branding and...
NYSE:LMND
NYSE:LMNDInsurance

Lemonade’s AI Fueled Growth Confronts Ongoing Losses And Return Concerns

Lemonade (NYSE:LMND) reports that its customer base nearly tripled over the past five years, supported by AI tools and a fully digital insurance platform. The company has pushed into new products and markets using its proprietary technology to automate underwriting, pricing, and claims handling. Despite this expansion, Lemonade remains unprofitable with declining earnings per share and a negative return on equity that raises questions about its business model. For you as an investor,...
NYSE:NEU
NYSE:NEUChemicals

Has The Recent Share Price Slide Opened An Opportunity In NewMarket (NEU)?

Are you wondering if NewMarket's current share price reflects its real worth, or if the recent moves have opened up a mispricing you could potentially take advantage of? The stock last closed at US$592.80, after an 18.1% decline over the past week and a 16.4% decline over the past month. This comes even though the 1 year, 3 year and 5 year returns sit at 11.1%, 82.1% and 67.3% respectively. Recent attention on NewMarket has focused on its role in the materials sector and how investors are...
NYSE:BBT
NYSE:BBTBanks

Assessing Beacon Financial (BBT) Valuation After Recent Share Price Momentum And Merger Synergy Hopes

Beacon Financial (BBT) has caught investor attention after recent share price moves, with the stock showing a mix of short term pullback and stronger performance over the past month and past 3 months. See our latest analysis for Beacon Financial. With the share price at $30.68, Beacon Financial’s recent pullback over the last week sits against a much stronger backdrop, with a 30 day share price return of 14.52% and a 90 day share price return of 21.36%, pointing to building momentum even...
NasdaqGS:TRIP
NasdaqGS:TRIPInteractive Media and Services

Is Tripadvisor (TRIP) Pricing Look Anomaly After Prolonged Share Price Weakness

If you are wondering whether Tripadvisor's current share price reflects its true worth, or if the market has swung too far in one direction, this article is for you. The stock has been under pressure recently, with returns of a 24.7% decline over 7 days, a 30.3% decline over 30 days, a 34.4% decline year to date, a 46.0% decline over 1 year and 56.1% and 75.9% declines over 3 and 5 years respectively from a last close of US$9.61. These moves have kept Tripadvisor in focus as investors...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Rivian Automotive (RIVN) Earnings Highlight Persistent US$811 Million Q4 Loss Challenging Bullish Narratives

Rivian Automotive (RIVN) just closed out FY 2025 with fourth quarter revenue of US$1.3 billion, a basic EPS loss of US$0.66, and net income loss of US$811 million, setting the tone for how investors will read the full year. Over the past six quarters, revenue has moved between US$874 million in Q3 2024 and US$1.7 billion in Q4 2024, while quarterly basic EPS has ranged from a loss of US$0.48 in Q1 2025 to a loss of US$1.08 in Q3 2024. This highlights a business that is scaling the top line...
NasdaqGS:SKWD
NasdaqGS:SKWDInsurance

Did Skyward’s New Power Generation Coverage Just Reframe Skyward Specialty Insurance Group's (SKWD) Investment Narrative?

In early February 2026, Skyward Specialty Insurance Group, Inc. launched a specialized Power Generation insurance solution for small to mid-sized U.S. power entities, targeting assets across their lifecycle and addressing coverage gaps for power plants, utilities, microgrids, battery storage, and alternative energy facilities. This move broadens Skyward Specialty’s energy offering beyond its existing Renewable Energy program, potentially deepening its role in insuring complex, evolving power...
NYSE:FDS
NYSE:FDSCapital Markets

FactSet’s AI Push And European Deal Versus Depressed Share Price Estimates

FactSet Research Systems (NYSE:FDS) announced an expanded partnership to bring Kepler Cheuvreux’s Aftermarket Research onto the FactSet platform, increasing its European research coverage. The company also introduced a beta release of AI Doc Ingest for Cobalt, a tool designed to automate private capital document ingestion and data extraction. These developments highlight FactSet’s focus on proprietary AI tools and broader content partnerships across public and private markets. FactSet is...
NasdaqGS:MLKN
NasdaqGS:MLKNCommercial Services

Is It Too Late To Consider MillerKnoll (MLKN) After Recent Share Price Rebound

If you are wondering whether MillerKnoll at around US$21.78 still offers value or if the easy gains are gone, this article will explain what the current price reflects in more detail. The stock has shown a mixed pattern, with a 13.2% return over the last 30 days and 19.3% year to date, but a 3.4% decline over the past week and a 32.0% decline over five years that some investors may still have in mind. Recent coverage has focused on how MillerKnoll fits into the commercial services and office...
NasdaqGM:TVTX
NasdaqGM:TVTXBiotechs

Assessing Travere Therapeutics (TVTX) Valuation After Recent Share Price Weakness And FILSPARI Growth Hopes

Travere Therapeutics overview Travere Therapeutics (TVTX) has drawn investor attention after recent trading, with the share price at $27.82 and mixed performance across different periods, including a negative move over the past 3 months but a positive 1 year total return. See our latest analysis for Travere Therapeutics. The recent 1 day share price return of negative 9.09% extends a weaker short term trend, with the 90 day share price return at negative 19.36%, even though the 1 year total...
NasdaqGS:BIDU
NasdaqGS:BIDUInteractive Media and Services

A Closer Look At Baidu (NasdaqGS:BIDU) Valuation After Recent Share Price Weakness

Why Baidu (NasdaqGS:BIDU) is on investors’ radar today Baidu (NasdaqGS:BIDU) has drawn fresh attention after recent share price moves, with the stock showing a 1 day return of a 1% decline and a past month return of a 9% decline. See our latest analysis for Baidu. At a share price of US$137.01, Baidu’s recent 7 day share price return of a 6.11% decline and 30 day share price return of an 8.96% decline contrast with its 18.11% 90 day share price gain and 40.55% 1 year total shareholder return...
NYSE:RXO
NYSE:RXOTransportation

Has RXO’s (RXO) Costly Refi and Downgrade Quietly Tilted Its Earnings Risk Profile?

RXO, Inc. recently completed a US$400 million offering of 6.375% senior unsecured notes due 2031, planning to use the proceeds to redeem its existing 7.500% notes due 2027, cover related costs, and fund general corporate purposes. This refinancing push came alongside weaker fourth-quarter results, a goodwill impairment, and a Moody’s downgrade to Ba1, all highlighting pressure on RXO’s earnings profile and balance sheet quality. We’ll now examine how RXO’s weaker quarter and loss of...
NasdaqGS:STLD
NasdaqGS:STLDMetals and Mining

Why Steel Dynamics (STLD) Is Down 5.3% After Upbeat 2026 Earnings Revisions Amid Weak Q4 Results

In recent days, Steel Dynamics, Inc. has attracted increased analyst attention, with several upward revisions to fiscal 2026 earnings estimates and a consensus "Strong Buy" rating despite weaker Q4 2025 results tied to lower steel prices and softer demand. This shift in analyst expectations highlights growing confidence in the company’s ability to improve profitability over time, even as near-term industry conditions remain challenging. Next, we’ll examine how these upward earnings revisions...