U.S. Marine and Shipping Stock News

NasdaqGS:ZBRA
NasdaqGS:ZBRAElectronic

A Look At Zebra Technologies (ZBRA) Valuation After New Interactive Kiosk Market Growth Research

Fresh industry research on the global interactive kiosk market, which highlights strong growth in self-service automation, has put renewed attention on Zebra Technologies (ZBRA) as investors reassess its role across retail, banking, transport, and healthcare. See our latest analysis for Zebra Technologies. Interactive kiosk optimism has arrived at a time when Zebra’s share price has been volatile, with a 5.19% 1 day share price return and a 3.82% 7 day share price return contrasting with a 1...
NasdaqGS:SLAB
NasdaqGS:SLABSemiconductor

Silicon Labs (SLAB) Losses Narrow Sharply In Q4 Challenging Bearish IoT Profitability Narratives

Silicon Laboratories (SLAB) just wrapped up FY 2025 with fourth quarter revenue of US$208.2 million and a basic EPS loss of US$0.08, as net income excluding extra items came in at a loss of US$2.7 million. The company has seen quarterly revenue move from US$166.2 million and a basic EPS loss of US$0.73 in Q4 2024 to US$208.2 million and a US$0.08 loss per share in Q4 2025, while trailing twelve month figures show US$784.8 million of revenue and a basic EPS loss of US$1.98. For investors, the...
NYSE:BDN
NYSE:BDNOffice REITs

Brandywine Realty Trust FFO Stays Positive In Q4 Challenging Bearish Cash Flow Narratives

Brandywine Realty Trust (BDN) just wrapped up FY 2025 with Q4 revenue of US$106.8 million and a basic EPS loss of US$0.21, while funds from operations came in at US$14.6 million. This puts the focus squarely on how efficiently cash flows are being generated from its office portfolio. The company has reported quarterly revenue between US$77.4 million in Q4 2024 and US$111.2 million in Q1 2025, alongside EPS losses that ranged from US$0.15 to US$0.96 over the disclosed periods. This gives...
NasdaqGS:CYBR
NasdaqGS:CYBRSoftware

CyberArk Software (CYBR) Revenue Growth Outpaces Market Yet Losses Challenge Bullish Narratives

CyberArk Software (CYBR) has wrapped up FY 2025 with fourth quarter revenue of US$372.7 million and a basic EPS loss of US$0.34, setting the tone for a year where growth in the top line sat alongside continued pressure on earnings. Over the past few quarters, revenue has moved from US$317.6 million in Q1 2025 to US$372.7 million in Q4, while basic EPS has swung from a profit of US$0.23 in Q1 to losses of US$1.81 in Q2, US$1.00 in Q3 and US$0.34 in Q4. This highlights how revenue expansion has...
NasdaqGS:FLEX
NasdaqGS:FLEXElectronic

Flex (FLEX) Q3 EPS Beat Tests Bearish Margin Concerns

Flex (FLEX) has just reported Q3 2026 results with revenue of US$7.1b and basic EPS of US$0.64, alongside net income excluding extraordinary items of US$239m, setting a clear earnings season marker for the contract manufacturing group. The company has seen quarterly revenue move from US$6.6b in Q2 2026 and US$6.6b in Q1 2026 to the current US$7.1b. EPS has tracked from US$0.51 in Q1 and US$0.53 in Q2 to US$0.64 in Q3, giving investors a fresh read on how profit per share is tracking against a...
NYSE:BMY
NYSE:BMYPharmaceuticals

Bristol-Myers Squibb Expands RNA And Cell Therapy Pipeline With New Deals

Bristol-Myers Squibb (NYSE:BMY) has agreed to acquire Orbital Therapeutics to expand its RNA-based therapies portfolio for cancer and autoimmune diseases. The company also entered a multi-year partnership with Oxford Biomedica to manufacture lentiviral vectors that support its CAR-T cell therapy programs. Bristol-Myers Squibb is a large biopharmaceutical company focused on oncology and immunology, areas where RNA-based drugs and cell therapies are gaining attention. By adding Orbital...
NasdaqGS:FITB
NasdaqGS:FITBBanks

Assessing Fifth Third (FITB) Valuation After Recent Share Price Momentum And Modest Undervaluation Estimate

Fifth Third Bancorp (FITB) has drawn fresh attention after recent share gains, with the stock up over the past week, month, and past 3 months. This performance has prompted investors to reassess its current valuation. See our latest analysis for Fifth Third Bancorp. While the recent 7 day share price return of 8.85% has caught attention, the stronger 27.15% 90 day share price return alongside a 27.47% 1 year total shareholder return suggests momentum has been building over both shorter and...
NasdaqGS:NTAP
NasdaqGS:NTAPTech

Does NetApp’s Super Bowl LX Data Role Signal Durable Infrastructure Advantage For NTAP?

NetApp announced that its intelligent data infrastructure is powering data operations for Super Bowl LX, supporting the San Francisco 49ers and the NFL with an enterprise-grade platform that underpins fan experiences in Levi’s Stadium and around the world. This collaboration highlights how NetApp’s technology manages the complex surge of game-day data, from on-field sensors to global social media interactions, to deliver consistent, real-time engagement for millions of viewers. We’ll now...
NasdaqGS:ISRG
NasdaqGS:ISRGMedical Equipment

Intuitive Surgical (ISRG) Earnings Growth And 28% Margin Reinforce Bullish Narratives Despite Rich P/E

Intuitive Surgical (ISRG) has wrapped up FY 2025 with fourth quarter revenue of US$2.9b and basic EPS of US$2.24, capping a year in which trailing twelve month revenue reached US$10.1b and basic EPS came in at US$8.00. The company has seen quarterly revenue move from US$2.4b in Q4 2024 to US$2.9b in Q4 2025, while basic EPS over the same quarters went from US$1.92 to US$2.24, with trailing twelve month net income at US$2.9b providing a clear read on earnings power. With a trailing net margin...
NasdaqGS:TMUS
NasdaqGS:TMUSWireless Telecom

Verizon Lawsuit Puts T Mobile Savings Claims And Investor Story Under Scrutiny

Verizon Wireless has filed a lawsuit against T-Mobile US, alleging false advertising around promised annual customer savings. The suit seeks financial damages and an order to stop the challenged advertising campaigns. The case adds a legal dimension to competition among major U.S. wireless carriers. T-Mobile US (NasdaqGS: TMUS) is coming into this legal clash with Verizon at a time when its shares trade at $201.79 and the stock shows a mixed performance record. The share price is up 8.3%...
NYSE:EVR
NYSE:EVRCapital Markets

Evercore (EVR) Margin Expansion To 15.4% Revives Debate On Earnings Rebound

Evercore (EVR) has wrapped up FY 2025 with fourth quarter revenue of US$1.3b and basic EPS of US$5.27, alongside trailing twelve month revenue of US$3.9b and EPS of US$15.29 that reflect a 56.5% earnings rise over the last year and a move in net profit margin from 12.7% to 15.4%. The firm has seen quarterly revenue step from US$734.9m in Q3 2024 to US$975.3m in Q4 2024 and then to US$1.3b in Q4 2025, while basic EPS has moved from US$2.05 to US$3.67 to US$5.27 over the same stretch. This sets...
NasdaqGM:TTD
NasdaqGM:TTDMedia

CFO Shakeup At Trade Desk Raises Questions On AI Readiness And Value

The Trade Desk (NasdaqGM:TTD) removed its CFO after roughly five months in the role. The company named an interim CFO to fill the position following the sudden departure. Investors are questioning leadership stability and how the company is responding to the rise of AI in digital advertising. The Trade Desk, which runs a programmatic advertising platform for buyers of digital media, now faces fresh attention on its executive bench. The advertising technology sector is being reshaped by AI...
NYSE:ITT
NYSE:ITTMachinery

Is It Too Late To Consider ITT (ITT) After Strong Multi Year Share Price Gains

Wondering if ITT is still fairly priced after its run, or if there is value left on the table? This article walks through the key signals you can use to judge that for yourself. ITT shares last closed at US$185.15, with returns of 2.4% over 7 days, 3.2% over 30 days, 6.3% year to date, 24.9% over 1 year and 153.0% over 5 years. This naturally raises questions about how much of that performance is already reflected in the current price. Recent news coverage has highlighted ITT in the context...
NasdaqGS:TWIN
NasdaqGS:TWINMachinery

Twin Disc (TWIN) Q2 EPS Surge To US$1.58 Challenges Bearish Earnings Narratives

Twin Disc (TWIN) has just posted a sharp swing higher in profitability for Q2 2026, with revenue of US$90.2 million and basic EPS of US$1.58 off net income of US$22.4 million, setting a very different tone from recent quarters. Over the last few periods, the company has seen quarterly revenue move between US$72.9 million and US$96.7 million, while basic EPS has ranged from a loss of US$0.20 per share to a gain of US$1.58, giving investors a wide band of earnings outcomes to weigh against an...
NYSE:EPD
NYSE:EPDOil and Gas

Reassessing Enterprise Products Partners (EPD) Valuation After Recent Returns And Analyst Price Targets

Why Enterprise Products Partners Stock Is Back on Investors’ Radar Enterprise Products Partners (EPD) has recently attracted attention as its units traded around $35.20, with investors reassessing the midstream partnership after a period of steady unit price and distribution activity. See our latest analysis for Enterprise Products Partners. Recent trading around US$35.20 comes after a 9.45% year to date share price return and a 13.66% 3 month share price return. The 5 year total shareholder...
NasdaqGM:WVE
NasdaqGM:WVEPharmaceuticals

Assessing Wave Life Sciences (WVE) Valuation After Regaining Global Rights To WVE-006 From GSK

Wave Life Sciences (WVE) is back in full control of its RNA editing candidate WVE-006 for alpha-1 antitrypsin deficiency after GSK returned global rights, and the company now plans to pursue an FDA accelerated approval path. See our latest analysis for Wave Life Sciences. The latest WVE-006 update comes after a sharp 69.16% 90 day share price return and a 1 year total shareholder return of 8.91%. Longer term holders have seen a 3 year total shareholder return of 181.22%, suggesting momentum...
NasdaqGS:HWC
NasdaqGS:HWCBanks

Does Hancock Whitney (HWC) Boosting Its Dividend Reveal a Deeper Capital Allocation Shift?

Hancock Whitney Corporation recently announced that its board approved an 11.1% increase in the regular first-quarter 2026 common stock cash dividend to US$0.50 per share, payable on March 16, 2026 to shareholders of record on March 5, 2026. This dividend hike highlights the bank’s willingness to return more cash to investors, often interpreted as a sign of confidence in its financial position and earnings durability. We’ll now examine how this higher quarterly dividend shapes Hancock...
NasdaqGS:KTOS
NasdaqGS:KTOSAerospace & Defense

Is Kratos (KTOS) Using New Simulator Contracts to Quietly Rewire Its Defense Training Moat?

Kratos Defense & Security Solutions recently announced it had secured approximately US$65 million in contracts to design, develop and deliver simulators and other warfighter training solutions for U.S. and allied military aircraft, including CH47F Chinook, UH-60M Blackhawk and UH-1 Huey platforms. A key element of these awards is Kratos’ MBRAT multi-platform avionics maintenance simulator, which offers customers broader training coverage while reducing overall investment in separate training...
NYSE:CE
NYSE:CEChemicals

Is Celanese (CE) Pricing In Too Much Fear After Recent Share Price Rebound?

If you are wondering whether Celanese is pricing in too much fear or too much optimism right now, you are not alone. This article is here to help you frame that question clearly. The stock recently closed at US$52.81, with returns of 14.4% over 7 days and 24.0% over 30 days. However, that sits alongside a 25.3% year to date gain and multi year returns of a 24.3% decline over 1 year, a 54.5% decline over 3 years and a 55.6% decline over 5 years. These mixed return figures sit against an...
OTCPK:LKNC.Y
OTCPK:LKNC.YHospitality

Assessing Luckin Coffee (OTCPK:LKNC.Y) Valuation After Recent Share Price Momentum

What recent returns say about Luckin Coffee Without a clear single news trigger, you might still be looking at Luckin Coffee (OTCPK:LKNC.Y) after its recent moves, including a 5.7% one day return and 14.3% return over the past week. Over the past month, the stock shows a 6.1% return, while the past 3 months come in close to flat at about 0.2%, giving investors a mixed but data rich backdrop to assess. See our latest analysis for Luckin Coffee. At the latest share price of $36.87, Luckin...
NYSE:LADR
NYSE:LADRMortgage REITs

Did Forecast Revenue Weakness and Mixed Estimates Just Shift Ladder Capital's (LADR) Investment Narrative?

Ladder Capital recently reported quarterly results after the market open, following earlier analyst expectations for an 18.9% year-on-year revenue decline and pressure from a mixed history of meeting revenue estimates. The combination of forecast revenue weakness and several past revenue misses has heightened attention on how reliably Ladder Capital can deliver against market expectations. Next, we’ll examine how concerns about a potential revenue decline and earnings consistency shape...
NYSE:XPRO
NYSE:XPROEnergy Services

Did Solus Single-Valve Shear-and-Seal Innovation Just Shift Expro Group Holdings' (XPRO) Investment Narrative?

Expro recently unveiled Solus™ – a high-debris single shear and seal ball valve system that replaces traditional two-valve subsea well access setups, offering enhanced safety, reduced complexity, and improved operational flexibility for offshore oil and gas operators. Beyond its technical credentials and successful deployments in the Gulf of America and North Sea, Solus™ stands out for integrating shear-and-seal functionality into a single compact, fail-close valve that aligns with...
NYSE:IBM
NYSE:IBMIT

PepsiCo CEO Joins IBM Board As AI And Cloud Focus Deepens

Ramon Laguarta, CEO of PepsiCo, has been elected to the board of directors of International Business Machines (NYSE:IBM). Laguarta is known for steering PepsiCo toward a more growth-focused and technology-centered operating model. His appointment adds a consumer and technology transformation perspective to IBM's board as the company concentrates on software, AI, and hybrid cloud. For you as an investor, this board change highlights IBM's strategic focus on software, AI, and hybrid cloud...
NYSE:LEA
NYSE:LEAAuto Components

Lear (LEA) Margin Compression Challenges Bullish Earnings Growth Narrative

Lear’s FY 2025 Earnings in Focus Lear (LEA) has wrapped up FY 2025 with fourth quarter revenue of US$5.99b and basic EPS of US$1.55, while trailing twelve month revenue came in at US$23.26b with basic EPS of US$8.15. Over recent periods the company has seen quarterly revenue move between US$5.56b and US$6.03b, with basic EPS ranging from US$1.50 to US$3.07. This gives investors a clearer view of how top line scale and per share earnings have paired up through the year. With net income margins...