U.S. Machinery Stock News

Earlier this quarter, Palomar Holdings, Inc. reported that weaker commercial market pricing and pressure on underwriting margins were weighing on its core property and earthquake insurance book. At the same time, the company’s expansion into diversified lines such as casualty and crop insurance is helping offset some of these margin challenges, underscoring a shift toward a more balanced earnings mix. Next, we’ll examine how concerns over underwriting margin compression might reshape...

Earlier this month, Genesis Energy, L.P. reported fiscal Q3 2025 results that swung to a US$9.2 million net profit, largely powered by stronger contributions from its offshore pipeline transportation segment thanks to favorable seasonal conditions and an absence of weather disruptions. RBC Capital’s continued positive commentary following these results underscores how offshore volume growth and improved cash generation have become central to Genesis Energy’s current investment story. Next,...

Wondering if Cullen/Frost Bankers at around $128.74 is a bargain or a value trap right now? This article will walk through the numbers so you can decide with confidence. The stock has been fairly steady over the last year, down just 0.1%, but that calm hides a 6.2% gain over the past month, even as year to date returns still sit at roughly -3.0%. Recent moves have come as investors refocus on regionals with strong Texas exposure and conservative balance sheets, with Cullen/Frost often cited...

Wondering if Evergy is still a smart buy after its strong run, or if most of the upside is already priced in? Let us unpack what the current share price is really telling us about its value. Despite slipping 0.7% over the last week and 3.1% over the past month, Evergy is still up 18.9% year to date and 24.0% over the last year, with longer term gains of 31.6% over three years and 67.5% over five. Recent moves in Evergy's share price have been shaped by ongoing regulatory developments, grid...

On December 12, S&P Global Ratings upgraded Vistra Corp.’s credit rating to investment grade at BBB- with a stable outlook, following a new power purchase agreement for its Comanche Peak nuclear plant and the completion of asset acquisitions from Lotus Infrastructure Partners. The move signals rating agencies’ confidence that Vistra’s broader, more efficient generation portfolio could support stronger cash flow visibility and a lower risk profile. Next, we’ll explore how Vistra’s...

Earlier this month, APi Group Corporation issued 2025 earnings guidance, indicating it expects net revenues to come in at or above the midpoint of its US$7,875 million target range. This guidance gives investors a clearer view of management’s confidence in the company’s revenue pipeline and demand visibility for the year ahead. We’ll now examine how APi Group’s expectation for 2025 revenues near or above guidance midpoint could influence its existing investment narrative. The end of cancer?...

In December 2025, Fresh Del Monte Produce’s chairman, Mohammad Abu-Ghazaleh, filed a Rule 144 notice to sell 28,558 equity-compensation shares via J.P. Morgan Securities on the NYSE within a 90-day window, while stating there was no material adverse information about the company. At the same time, bullish analyst commentary emphasizing the company’s strong financial health, active US$150 million buyback program, and efforts to improve profitability has reinforced a constructive view of...

Wondering if Blackstone is still a buy at around $153 a share, or if most of the upside has already been priced in? This piece will walk you through the numbers in plain English. Despite being down 11.5% year to date and 7.2% over the last year, the stock has bounced 10.9% in the past month and 1.7% over the last week. This hints that sentiment may be turning after a long, powerful 3-year gain of 124.7% and 5-year gain of 181.1%. That recent rebound has come as investors digest a wave of...

Why Credicorp Is Back on Investors Radar Credicorp (NYSE:BAP) just got a fresh spotlight in a recent investor letter, after its loan growth, asset quality, and cost discipline helped results beat expectations despite a choppy Peruvian macro backdrop. For investors, the story here is less about a single quarter and more about how a diversified mix of banking, insurance, and wealth management is holding up as Peru navigates rate cuts and broader economic uncertainty. See our latest analysis for...

Wendy’s has recently intensified its turnaround efforts through Project Fresh, closing 200–300 underperforming restaurants, simplifying operations, and partnering with Greg Creed’s Creed UnCo to revamp its marketing, while a potential sale of the Wendy’s First Kitchen stake in Japan is being explored by Longreach Group and other local owners. Alongside these moves, increased insider share purchases, including by the Chief Legal Officer, suggest management’s confidence in the turnaround plan...

Trimble (TRMB) has quietly outperformed the broader tech space this year, and its latest move higher has investors asking whether the stock’s rerating is justified by fundamentals or getting slightly ahead of itself. See our latest analysis for Trimble. The latest leg up to a share price of $79.91 builds on a solid year to date, with a 14.63 percent year to date share price return and a strong 3 year total shareholder return of 63.99 percent. This suggests momentum is still broadly...

B. Riley Securities recently initiated research coverage on PROG Holdings with a Buy rating, emphasizing the company’s expanding fintech portfolio and announced acquisition of Purchasing Power, a B2B2C platform slated for early 2026. The broker’s focus on PROG Holdings’ growing Buy Now, Pay Later operations through Four Technologies and the company’s new quarterly dividend highlights a shift toward both fintech-driven expansion and shareholder returns. We’ll now examine how B. Riley’s...

Vulcan Materials (VMC) just posted a 12% jump in Q3 2025 aggregates shipments, along with better pricing and a 31% lift in operating cash flow, underscoring how infrastructure spending is quietly powering the stock. See our latest analysis for Vulcan Materials. At a share price of $288.34, Vulcan’s roughly 13% year to date share price return and strong three year total shareholder return of about 68% suggest momentum is still intact, with recent Q3 execution reinforcing the long term...

Earlier this month, AbCellera and Bruker Corporation entered into a global settlement and patent license agreement, under which Bruker will pay AbCellera US$36 million upfront plus ongoing royalties on sales of its Beacon Optofluidic platform products for the life of the licensed patents. This settlement removes a major source of legal uncertainty around Bruker’s Beacon platform, clarifying future economics and potentially easing investor concerns about litigation risk. Next, we’ll examine...

AECOM announced that, through its Unite32 joint venture with Laing O'Rourke, it has been selected as the official Delivery Partner to the Games Independent Infrastructure and Coordination Authority for the Brisbane 2032 Olympic and Paralympic Games, overseeing nearly US$5 billion (A$7.10 billion) of critical venues and infrastructure. This long-term, high-profile role reinforces AECOM’s position in large-scale sports and civic infrastructure, extending its Olympic delivery track record and...

Surgery Partners (SGRY) is back in focus after a sharp guidance cut, which has sparked a legal probe and fresh analyst downgrades. The stock has slid over 25%, raising new questions about its growth playbook. See our latest analysis for Surgery Partners. The guidance cut and subsequent legal probe come after a busy stretch, including a new Baylor Scott & White partnership and a $425 million senior notes offering. However, the 1 year total shareholder return of minus 25.4 percent and 3 year...

Diamondback Energy (FANG) has been drifting lower recently, even though its long term track record still looks solid. That gap between the share price and fundamentals is where this story starts. See our latest analysis for Diamondback Energy. At around $147 per share, Diamondback’s recent 1 week and year to date share price losses suggest momentum has cooled, even though its five year total shareholder return above 270 percent still reflects a powerful long term compounding story. If that...

Earlier this month, Halliburton and VoltaGrid announced securing manufacturing for 400 megawatts of modular natural gas power systems for 2028 delivery to support hyperscale data centers across the Eastern Hemisphere, aiming to provide scalable, lower-emission power compared with conventional diesel generation. This move highlights Halliburton’s push to extend its energy expertise into powering AI and cloud data infrastructure, potentially broadening its role beyond traditional oilfield...

In early December 2025, ONEOK participated in a fireside chat and presented at the Wells Fargo 24th Annual Energy and Power Symposium in New York, where management outlined updated views on its financial and operating outlook. Management’s emphasis on a clear path to lowering leverage and capital spending intensity has sharpened investor focus on the company’s improving balance sheet and potential for stronger future cash returns. Next, we’ll examine how ONEOK’s clearer deleveraging roadmap...

In recent weeks, Devon Energy has continued to attract attention as it is now expected to report quarterly earnings of US$0.95 per share, about 18.1% lower year over year, after previously surpassing both revenue and EPS consensus estimates. This combination of estimate revisions and earlier performance beats suggests the market is reassessing Devon's operational resilience relative to an industry that has seen weaker returns. Next, we'll examine how these positive earnings revisions,...

In recent days, MACOM Technology Solutions Holdings has been highlighted as a key enabler of next-generation optical connectivity through Linear Drive Pluggable Optics, even as broader concerns emerged following reports that a very large US$10 billion Oracle–Blue Owl Capital data center funding deal in Michigan stalled. This combination of technological relevance to AI data centers and renewed scrutiny of how hyperscalers finance infrastructure has drawn attention to the resilience and risks...

If you are wondering whether Aurora Innovation at around $4 a share is a bargain or a value trap, you are not alone. This piece will walk through what the numbers actually say. The stock has slipped about 4.8% over the last week, but it is still up 9.1% in the last month, even after a tough year to date at minus 31.5% and a 251.3% gain over three years. Those swings have come as investors react to ongoing progress in Aurora's self driving truck program and partnerships with major logistics...

S&P Dow Jones Indices, part of S&P Global, recently reported preliminary Q3 2025 data showing S&P 500 stock buybacks rising quarter-on-quarter, with 12‑month repurchases reaching a record total above US$1.00 trillion. This surge in buyback activity, especially from Financials and Health Care companies, underscores how capital return trends can support demand for S&P Global’s index and analytics offerings. We’ll now explore how record S&P 500 buybacks and stronger sector repurchases shape S&P...

SmartStop Self Storage REIT (SMA) has been drifting lately, with the stock roughly flat over the past month but down about 15% in the past 3 months, inviting a closer look. See our latest analysis for SmartStop Self Storage REIT. Zooming out, SmartStop’s 90 day share price return of negative 14.9 percent contrasts with a milder year to date share price decline. This hints that selling pressure has eased and momentum may be stabilising around the recent 31.51 dollars level. If you want to see...