U.S. Machinery Stock News

NasdaqGS:LBTY.A
NasdaqGS:LBTY.ATelecom

Liberty Global (LBTY.A) Quarterly Loss Narrows Yet LTM US$1.9b Loss Reinforces Bearish Narratives

Liberty Global (LBTY.A) has reported another tough set of numbers for FY 2025, with Q3 revenue of US$1,207.1 million and a basic EPS loss of US$0.27, alongside trailing 12 month revenue of US$4.8 billion and a basic EPS loss of US$5.47. Over recent periods, the company has seen revenue move from US$1,069.5 million in Q3 2024 to US$1,207.1 million in Q3 2025, while EPS has shifted from a loss of US$4.0 in Q3 2024 to a loss of US$0.27 in Q3 2025. Overall, the latest figures keep the spotlight...
NYSE:CLH
NYSE:CLHCommercial Services

Clean Harbors Net Margin Compression Challenges Bullish High P E Narrative

Clean Harbors FY 2025 Earnings Snapshot Clean Harbors (CLH) has posted another solid set of FY 2025 numbers, with Q3 revenue of US$1.5b and basic EPS of US$2.22, alongside trailing twelve month revenue of US$6.0b and EPS of US$7.23. The company has seen quarterly revenue move between US$1.4b and US$1.6b over the past six reported periods, while basic EPS has ranged from US$1.09 to US$2.47, giving investors a clear view of how earnings track against the current revenue base. With a trailing...
NYSE:LEVI
NYSE:LEVILuxury

Does Jefferies’ DTC-Focused Coverage Shift Change The Bull Case For Levi Strauss (LEVI)?

Earlier this month, Jefferies began covering Levi Strauss & Co., highlighting its shift to a direct-to-consumer-first, head-to-toe denim lifestyle brand and the company’s focus on premium and lifestyle initiatives. Jefferies’ upbeat commentary, echoed by CEO Michelle Gass’s claim that Levi’s has reached an inflection point with faster growth and improved profitability, shines a light on how the brand’s repositioning could reshape expectations for its next phase. We’ll now examine how...
NasdaqGS:HCKT
NasdaqGS:HCKTIT

Hackett Group (HCKT) Margin Compression Challenges Bullish Gen AI Earnings Narrative

Hackett Group FY 2025 earnings snapshot Hackett Group (HCKT) has wrapped up FY 2025 with fourth quarter revenue of about US$75.8 million and basic EPS of US$0.21, alongside trailing twelve month revenue of US$305.6 million and EPS of US$0.47 that sit against a net profit margin of 4.2% for the period. Over recent quarters, the company has seen revenue move between US$72.2 million and US$77.6 million, while quarterly EPS ranged from US$0.06 to US$0.31 and trailing EPS shifted from US$1.23 to...
NYSE:TSM
NYSE:TSMSemiconductor

Tariff Cuts And US Investments Reframe TSMC Growth And Valuation Story

The US and Taiwan have agreed to lower tariffs on Taiwanese imports, directly affecting Taiwan Semiconductor Manufacturing’s export terms into the US market. The Taiwanese government has pledged new investments in US semiconductor, energy, and AI sectors, with major commitments from Taiwan Semiconductor Manufacturing. These moves mark a shift in cross border cooperation that could influence how semiconductor supply chains and technologies are structured globally. Taiwan Semiconductor...
NasdaqGS:BELF.A
NasdaqGS:BELF.AElectronic

Bel Fuse (BELF.A) Quarterly Loss Tests Bullish Earnings Growth Narrative

Bel Fuse (BELF.A) has wrapped up FY 2025 with Q4 revenue of US$175.9 million and a basic EPS loss of US$0.43, while trailing twelve month figures show revenue of US$675.5 million and EPS of US$4.87, underpinned by trailing earnings growth of 50.2% year over year. The company has seen revenue step up from US$534.8 million on a trailing basis in Q4 2024 to US$675.5 million in Q4 2025, with net income rising from US$41.0 million to US$61.5 million over the same period, setting the stage for...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

SoFi Blockchain Bet And Stablecoin Launch Tested Against Valuation Concerns

SoFi Technologies (NasdaqGS:SOFI) has introduced blockchain-enabled cross-border payments using the Bitcoin Lightning Network. The company has also launched its own stablecoin, SoFiUSD, aimed at supporting faster and lower-cost international transfers. These new products are positioned to target the remittance market and expand SoFi's role in decentralized finance. SoFi shares last closed at $19.54. The stock has shown a 20.8% return over the past year, while also recording a 25.2% decline...
NYSE:TWLO
NYSE:TWLOIT

Twilio Results And Moody’s Upgrade Raise Questions On Valuation And AI Potential

Twilio (NYSE:TWLO) reported quarterly results that exceeded prior expectations, with organic revenue contributions from its voice and AI products. The company highlighted outperformance in its voice business and AI driven revenue within its latest Q4 update. Moody’s upgraded Twilio’s credit rating, citing changes in its financial stability and a different view of its market position. Twilio runs communications tools that help businesses manage voice, messaging, and customer engagement, and...
NYSE:LOB
NYSE:LOBBanks

Is It Too Late To Consider Live Oak Bancshares (LOB) After Recent Share Price Rebound?

If you are wondering whether Live Oak Bancshares at around US$40.17 is still a fair deal or starting to look stretched, you are not alone. The share price has had mixed moves recently, with a 1.5% decline over the last 7 days, a 6.8% gain over 30 days, a 15.7% gain year to date, and a 20.5% gain over 1 year, while the 5 year return sits at a 29.1% decline. These moves have kept Live Oak Bancshares on many investors' radar, especially as sentiment around US regional banks continues to shift...
NasdaqGS:TRS
NasdaqGS:TRSPackaging

Is Insider Selling Amid Strong Aerospace Momentum Altering The Investment Case For TriMas (TRS)?

Barington Companies Management disclosed that it sold 143,900 TriMas shares in the fourth quarter of 2025, a transaction estimated at about US$5.02 million based on average quarterly pricing, while TriMas subsequently reported strong third-quarter aerospace sales growth and raised its full-year adjusted EPS guidance. The combination of surging aerospace segment demand and management’s higher earnings guidance highlights how operational momentum is reshaping TriMas’ business mix and profit...
NYSE:MGM
NYSE:MGMHospitality

A Look At MGM Resorts (MGM) Valuation After Macau Records BetMGM Profitability And Ongoing Buybacks

Recent commentary on MGM Resorts International (MGM) has focused on record results from its Macau operations and BetMGM reaching profitability, along with substantial share repurchases, all of which have drawn fresh attention to the stock. See our latest analysis for MGM Resorts International. The recent 1-day share price return of 8.52% has added to MGM’s 90-day share price return of 20.90%, even though the 1-year total shareholder return remains slightly negative at 3%. This suggests...
NYSE:SAM
NYSE:SAMBeverage

A Look At Boston Beer Company (SAM) Valuation After Recent Share Price Rebound

Recent share performance puts Boston Beer Company (SAM) back in focus With no single headline event driving attention, Boston Beer Company (SAM) has still caught investor interest after a recent share price move. This has prompted a closer look at how the brewer’s fundamentals and valuation currently line up. See our latest analysis for Boston Beer Company. Recent trading has been choppy, with a 30 day share price return of 13.01% and a 90 day return of 21.16%, set against a 5 year total...
NYSE:TX
NYSE:TXMetals and Mining

Ternium (NYSE:TX) Margin Compression In Q3 EPS Of US$0.10 Tests Bullish Narratives

Ternium (NYSE:TX) has posted fresh FY 2025 numbers, with third quarter revenue of US$3.95b, basic EPS of US$0.10 and net income of US$20.6m, setting the tone for what has been an uneven year of reported profits. Over recent periods, revenue has moved in a tight band around US$3.9b to US$4.5b per quarter. In contrast, basic EPS has swung from a loss of US$3.71 in the second quarter of 2024, to a gain of US$1.43 in the fourth quarter of 2024, and US$1.10 in the second quarter of 2025. This...
NYSE:CE
NYSE:CEChemicals

Celanese (CE) Returns To Q4 Profit But Trailing US$1.1b Loss Tests Bullish Narratives

Celanese (CE) has wrapped up FY 2025 with fourth quarter revenue of US$2.2 billion and basic EPS of US$0.23, against a trailing twelve month picture that includes a basic EPS loss of US$10.45 on revenue of US$9.5 billion. Over recent periods, quarterly revenue has ranged from US$2.4 billion to US$2.5 billion, while basic EPS has swung between a loss of US$12.39 and a profit of US$1.86. This sets up a story where investors are watching how far improving headline numbers can translate into...
NYSE:IRM
NYSE:IRMSpecialized REITs

Evaluating Iron Mountain (IRM) After Earnings Beat And Confident 2026 Revenue Guidance

Why Iron Mountain stock is in focus after its latest earnings Iron Mountain (IRM) has climbed onto many watchlists after its fourth quarter earnings topped market expectations, supported by growth in data-focused businesses and new revenue guidance for 2026. See our latest analysis for Iron Mountain. Iron Mountain's latest earnings and 2026 revenue guidance landed alongside a fresh quarterly dividend declaration of US$0.864 per share and fourth quarter impairment charges, yet the share price...
NasdaqCM:OSW
NasdaqCM:OSWConsumer Services

OneSpaWorld (OSW) Margin Expansion Reinforces Bullish Earnings Narrative Despite Premium P/E

OneSpaWorld Holdings (OSW) has reported another busy quarter, with Q3 FY 2025 revenue of US$258.5 million and basic EPS of US$0.24, supported by trailing twelve month EPS of US$0.71 on revenue of US$936.1 million. The company’s revenue has moved from US$241.7 million and EPS of US$0.21 in Q3 FY 2024 to US$258.5 million and EPS of US$0.24 in Q3 FY 2025. Trailing net profit margin currently sits at 7.9% versus 5.9% a year earlier. This has put a spotlight on how sustainably those margins may...
NasdaqGS:SABR
NasdaqGS:SABRHospitality

Sabre (SABR) Turns EPS Positive In Q3 2025 Testing Profitability Narratives

Sabre’s latest earnings snapshot Sabre (SABR) has reported its FY 2025 third quarter with total revenue of US$715.2 million and basic EPS of US$0.12, alongside earnings from discontinued operations of US$800.3 million and net income from continuing operations of US$48.4 million. The company has seen revenue hold in a tight band over recent periods, from US$691.3 million in Q3 2024 to US$714.7 million in Q4 2024, US$702.1 million in Q1 2025, US$687.1 million in Q2 2025, and now US$715.2...
NasdaqGS:SEDG
NasdaqGS:SEDGSemiconductor

SolarEdge WeaveGrid Deal Links Home Batteries To Grid Services Opportunity

SolarEdge Technologies (NasdaqGS:SEDG) has entered a partnership with WeaveGrid to connect its residential batteries to utility grid programs. The collaboration enables SolarEdge home battery owners to participate in grid services and virtual power plant programs through WeaveGrid’s orchestration platform. The move expands SolarEdge’s role in distributed energy resource integration and grid flexibility services. For you as an investor looking at SolarEdge, this partnership ties the...
NYSE:IRT
NYSE:IRTResidential REITs

Independence Realty Trust (IRT) FFO Stability Supports Bullish Narratives Despite Earnings Volatility

Independence Realty Trust (IRT) closed out FY 2025 with fourth quarter revenue of US$169.5 million and basic EPS of US$0.14, while funds from operations reached US$79.4 million, giving investors a clean snapshot of its latest run rate. The company has seen quarterly revenue move from US$163.7 million and basic EPS of roughly breakeven in Q4 2024 to US$169.5 million and EPS of US$0.14 in Q4 2025. Trailing 12 month revenue of US$668.8 million and basic EPS of US$0.24 frame the year in...
NYSE:SNAP
NYSE:SNAPInteractive Media and Services

The Bull Case For Snap (SNAP) Could Change Following Share Buyback And New Creator Subscriptions

In recent months, Snap completed a US$500.00 million share repurchase covering 61,381,444 shares and rolled out Creator Subscriptions, a new feature that lets a small test group of creators charge US$4.99–US$19.99 per month for exclusive, ad-free content while keeping about 60% of revenue after platform fees. These moves highlight how Snap is using its more than US$1.00 billion in annual recurring subscription revenue to shift further beyond advertising and deepen its ties with creators and...
NasdaqGS:AMKR
NasdaqGS:AMKRSemiconductor

Assessing Amkor Technology (AMKR) After Strong 1-Year Rally And Recent Share Price Pullback

If you are wondering whether Amkor Technology is still reasonably priced after its run, this article walks through what the numbers actually say about value. The stock last closed at US$46.74, with a 16.8% decline over the past 7 days, a 2.6% decline over 30 days, and returns of 8.9% year to date, 108.7% over 1 year, and 93.2% over 3 years. Alongside these moves, investors have been reacting to broader interest in semiconductor related names and company specific updates that keep Amkor on...
NasdaqGS:BILI
NasdaqGS:BILIInteractive Media and Services

Bilibili (BILI) Valuation Check As Recent Share Price Momentum Draws Fresh Investor Attention

Why Bilibili (BILI) is back on investor radars Bilibili (BILI) has quietly shifted into focus for some investors, with recent returns showing a mixed picture across different timeframes and raising questions about how its current share price lines up with underlying results. See our latest analysis for Bilibili. At a share price of $31.15, Bilibili has had a soft 7 day share price return of 2.17% and 30 day share price return of 4.09%. However, its 90 day share price return of 28.93% and 1...
NasdaqGS:EXEL
NasdaqGS:EXELBiotechs

Is Exelixis (EXEL) Pricing Reflect Future Growth After Strong Multi Year Share Gains

If you are looking at Exelixis and wondering whether the recent price puts it on sale or already fairly priced, you are in the right place. The stock recently closed at US$44.47, with returns of 3.6% over 7 days, 1.2% over 30 days, 2.0% year to date and 26.8% over 1 year, plus a very large 3 year return that is around 1.5x and 96.2% over 5 years. Recent news around Exelixis has focused on its position in the pharmaceuticals and biotech space, including attention from investors who track...
NYSE:DKS
NYSE:DKSSpecialty Retail

Is DICK'S Sporting Goods (DKS) Pricing Make Sense After Foot Locker Deal And Mixed Valuation Signals

If you are wondering whether DICK'S Sporting Goods is priced attractively right now, it helps to step back and look at what the recent share performance and fundamentals are really telling you. The stock last closed at US$202.81, with a 0.8% decline over 7 days, a 5.8% decline over 30 days, a 1.3% gain year to date, and a 10.1% decline over the past year, set against longer-term returns of 68.9% over 3 years and 214.0% over 5 years. Recent headlines around DICK'S Sporting Goods have focused...