U.S. Marine and Shipping Stock News

NYSE:HEI
NYSE:HEIAerospace & Defense

Assessing HEICO (HEI) Valuation After NewSpace Power Converter Launch And Recent Share Price Pullback

Why HEICO's NewSpace Power Move Is Getting Attention HEICO (HEI) is back in focus after VPT, one of its subsidiaries, introduced the VSCPL1210SG, a point of load DC, DC converter that rounds out its VSC Series NewSpace power solution. This launch gives HEICO a more complete offering across isolated DC, DC converters, point of load converters, and EMI filters, which could matter if you are tracking how the company positions itself in space related electronics. See our latest analysis for...
NasdaqGS:CLBT
NasdaqGS:CLBTSoftware

A Look At Cellebrite DI (CLBT) Valuation After The Corellium Acquisition And SaaS Transition

Cellebrite DI (CLBT) drew fresh attention after its Corellium acquisition, which adds AI and virtualization capabilities, and ties into its subscription SaaS model and debt-free balance sheet for digital intelligence customers. See our latest analysis for Cellebrite DI. Despite the Corellium news and its subscription SaaS shift, Cellebrite DI’s share price has recently come under pressure, with a 30 day share price return of a 19.96% decline and a 1 year total shareholder return of a 43.91%...
NYSE:GBCI
NYSE:GBCIBanks

Is Glacier Bancorp (GBCI) Pricing In Too Much Optimism After Recent Share Price Strength?

If you are wondering whether Glacier Bancorp at around US$53 per share offers good value today, you are not alone. That is exactly what this article will unpack. The stock has logged returns of 8.6% over the past week, 15.7% over the last 30 days, 19.2% year to date, and 8.5% over 1 year, which naturally raises questions about how much optimism is now reflected in the price. Over the last few years, Glacier Bancorp has also recorded 24.8% returns over 3 years and 18.9% over 5 years. This...
NYSE:OSK
NYSE:OSKMachinery

Oshkosh (OSK) Is Up 14.2% After Mixed 2025 Results And 2026 EPS Guidance Update - Has The Bull Case Changed?

In late January 2026, Oshkosh Corporation reported fourth-quarter and full-year 2025 results showing slightly higher quarterly sales but lower net income, issued 2026 diluted EPS guidance of approximately US$10.90, declared a US$0.57 quarterly dividend payable on March 3, 2026, and updated investors on progress under its long-running share repurchase program. Alongside mixed earnings, Oshkosh’s continued buybacks and cash dividend point to an emphasis on returning capital to shareholders...
NasdaqGS:SYNA
NasdaqGS:SYNASemiconductor

Did AI Edge Optimism and Meyka’s Score Just Shift Synaptics' (SYNA) Investment Narrative?

Investors are closely watching Synaptics as attention builds around its 5 February 2026 earnings release and its role in AI edge processing and connectivity chips across mobile, PC, and automotive markets. A Meyka AI score of 71.21 out of 100, with a Grade B+ and a BUY suggestion, highlights growing optimism about Synaptics’ product roadmap despite concerns over profitability and leverage. With recent returns attracting attention, we’ll examine how Synaptics’ AI edge processing positioning...
NYSE:ZWS
NYSE:ZWSBuilding

Why Zurn Elkay (ZWS) Is Up 12.2% After Record 2025 Results And Bigger Capital Returns

Zurn Elkay Water Solutions reported past full-year 2025 results with sales of US$1.70 billion and net income of US$198.0 million, alongside quarterly earnings that exceeded analyst expectations. The company paired record sales, higher earnings per share and strong free cash flow with a 22% dividend increase, a US$160.0 million share repurchase and guidance for further core sales growth in 2026. With these results and new 2026 growth guidance, we’ll explore how Zurn Elkay’s stronger margins...
NasdaqGM:FCEL
NasdaqGM:FCELElectrical

FuelCell Energy (FCEL) Valuation Check After Executive Departure And Severance Disclosure

FuelCell Energy (FCEL) has drawn fresh attention after disclosing that its employment relationship with former Executive Vice President, General Counsel and Corporate Secretary Joshua Dolger ended on January 6, 2026, under a detailed separation agreement. See our latest analysis for FuelCell Energy. At a share price of US$7.72, FuelCell Energy has seen a 5.03% 1 day share price gain, but the 7 day and 90 day share price returns of 19.50% and 9.07% declines suggest momentum has been fading,...
NYSE:BKE
NYSE:BKESpecialty Retail

What Buckle (BKE)'s Veteran Store and Sales Leaders' 2026 Retirements Mean For Shareholders

The Buckle, Inc. announced that longtime leaders Kari G. Smith, Executive Vice President of Stores and Board member, and Michelle M. Hoffman, Senior Vice President of Sales, will retire from their roles effective February 13, 2026. Their departures mark the exit of two executives who have shaped Buckle’s in-store experience and sales culture over nearly five decades each, raising questions about the company’s next phase of leadership. With these veteran retail leaders preparing to retire,...
NYSE:BAC
NYSE:BACBanks

Is There Still Value In Bank Of America (BAC) After Recent Share Price Pullback?

If you are wondering whether Bank of America shares still offer value at current levels, the starting point is understanding what the recent price action and fundamentals are actually implying. The stock last closed at US$55.38, with returns of 6.9% over the past 7 days, a 2.7% decline over 30 days, a 1.0% decline year to date, and gains of 20.3%, 64.1% and 89.5% over the past 1, 3 and 5 years respectively. Recent coverage of large US banks has focused on how investors are reassessing...
NYSE:TDG
NYSE:TDGAerospace & Defense

TransDigm Group (TDG) Net Margin At 21.1% Reinforces Bullish Profitability Narratives

TransDigm Group (TDG) opened fiscal 2026 with Q1 revenue of US$2.3b and basic EPS of US$6.63, alongside net income of US$386m. This sets a clear reference point against a trailing twelve month EPS of US$31.08 on revenue of US$9.1b and net income of US$1.8b. The company has seen quarterly revenue move from US$2.0b and EPS of US$7.62 in Q1 2025 to US$2.3b and EPS of US$6.63 in Q1 2026. Over the same period, trailing twelve month revenue has shifted from US$8.2b with EPS of US$28.37 to US$9.1b...
NYSE:AMP
NYSE:AMPCapital Markets

Is It Time To Reassess Ameriprise Financial (AMP) After Strong Multi‑Year Share Price Gains

If you are wondering whether Ameriprise Financial's current share price gives you genuine value, this article will help you size up what you might actually be paying for. The stock last closed at US$530.05, with returns of 6.4% over the past week, 7.3% over the last month, 7.3% year to date and 0.3% over the past year, set against longer term returns of 56.5% over three years and 166.6% over five years. Recent coverage around Ameriprise Financial has focused on its position as a large,...
NasdaqGS:MPWR
NasdaqGS:MPWRSemiconductor

Anticipated AI and Auto-Driven Demand Could Be A Game Changer For Monolithic Power Systems (MPWR)

In early February 2026, investors focused on Monolithic Power Systems ahead of its upcoming earnings release as analysts highlighted solid recent revenue trends, improved inventory, and expectations for further year-on-year revenue growth and earnings per share. Attention has centered on how rising demand from automotive and artificial intelligence applications, alongside strong enterprise data and EV-related revenues, could reinforce the company’s position in power management chips...
NYSE:MRK
NYSE:MRKPharmaceuticals

Merck (MRK) Margin Surge And 56.7% Earnings Growth Challenge Cautious Growth Narratives

Merck (MRK) has put up another solid quarter for FY 2025, with Q3 revenue of US$17.3b and basic EPS of US$2.32 alongside net income of US$5.8b. The company has seen revenue move from US$16.7b in Q3 2024 to US$17.3b in Q3 2025, while trailing twelve month EPS sits at US$7.57 and net income at US$19.0b. This gives investors a clear read on a business that is pairing sizeable sales with a thick profit margin. See our full analysis for Merck. With the latest numbers on the table, the next step is...
NasdaqGS:LNT
NasdaqGS:LNTElectric Utilities

Alliant Energy Weighs Renewables Push And Data Center Growth Outlook

Alliant Energy is accelerating its move away from coal and gas toward a larger wind, solar, and battery storage portfolio across its Midwest service area. The company is adding long term power contracts with data centers, tying future demand to large, energy intensive customers. Management has outlined a sizable capital expenditure plan focused on grid modernization and renewables build out. Alliant Energy, traded as NasdaqGS:LNT, is reshaping its business around cleaner generation while...
NYSE:HIG
NYSE:HIGInsurance

Hartford Centro Alliance Targets More Efficient Group Benefits Distribution

The Hartford Insurance Group (NYSE:HIG) has partnered with Centro Benefits Research to connect with Centro's API powered RFP and digital quoting ecosystem. The integration is designed to support seamless digital quoting and broker carrier connectivity for employee benefits marketing. This collaboration focuses on improving workflow efficiency for brokers and carriers involved in group benefits distribution. For you as an investor watching NYSE:HIG, this move is in the group benefits and...
NasdaqGS:WDAY
NasdaqGS:WDAYSoftware

Workday Updates Veteran Hiring Tools As Shares Trade Below Valuation Estimates

Workday launched its Military Skills Mapper to help employers translate veterans' military experience into civilian job skills. The company expanded partnerships with Scrumconnect and Three Link Solutions to broaden deployment and integration support for customers. These updates arrive while the market is focused on how AI could affect enterprise software providers, including Workday. Workday, listed as NasdaqGS:WDAY, is rolling out product and partner updates at a time when its share price...
NYSE:FDS
NYSE:FDSCapital Markets

FactSet Tests AI Doc Ingest As Cobalt Seeks Deeper Client Adoption

FactSet Research Systems (NYSE:FDS) has launched an AI powered Doc Ingest feature for its Cobalt platform in beta. The new tool is designed to automate private capital document ingestion and data extraction, targeting faster and more accurate reporting. The release focuses on reducing manual data entry and streamlining onboarding for private capital managers. FactSet comes to this launch with a share price of $222.62 and a recent track record of weaker returns, including a 51.8% decline...
NYSE:PRMB
NYSE:PRMBBeverage

Is Primo Brands (PRMB) Pricing Look Attractive After Recent Share Price Rebound?

If you are wondering whether Primo Brands at US$19.51 is priced attractively or asking too much for its prospects, you are not alone. The stock has returned 4.2% over the last 7 days and 17.1% over the last 30 days, yet its 1 year return sits at a 40.8% decline, with longer term 3 year and 5 year returns of 34.9% and 27.1%. Recently, market attention on Primo Brands has been shaped by company specific updates and sector focused commentary that have put food and beverage names back on many...
NYSE:FIG
NYSE:FIGSoftware

Figma’s AI Push With Weave Confronts Weak Share Price And Losses

Figma (NYSE:FIG) has acquired AI start up Weavy, rebranding it as Figma Weave and integrating its AI tools into the core design platform. The company reports growth in large enterprise customers and recurring revenue alongside this AI push. These developments come as Figma trades at $21.39, with returns of a 24.8% decline over the past week and a 43.1% decline over the past month and year to date. For investors watching NYSE:FIG, the AI move arrives after a sharp reset in the share price,...
NYSE:MOS
NYSE:MOSChemicals

How Scotiabank’s Upgrade and Input Cost Shifts At Mosaic (MOS) Has Changed Its Investment Story

In recent days, Scotiabank upgraded The Mosaic Company to “Outperform,” citing expectations that phosphate stripping margins are bottoming and that lower ammonia and sulphur costs could support its fertilizer business. This shift in analyst sentiment highlights how changing input cost trends and margin expectations can reshape perceptions of Mosaic’s position across the phosphate and potash markets. With this upgrade and anticipated phosphate margin recovery in focus, we’ll explore how...
NYSE:WAB
NYSE:WABMachinery

Assessing Wabtec’s (WAB) Valuation After Strong Multi‑Month Share Price Gains

Why Westinghouse Air Brake Technologies Is Back on Investors’ Radar Westinghouse Air Brake Technologies (WAB) has attracted fresh investor attention after a strong run in recent months, prompting a closer look at how its current share price lines up with recent returns. See our latest analysis for Westinghouse Air Brake Technologies. The recent move to a US$236.27 share price comes after a 9.24% 1 month share price return and a 14.68% 3 month share price return. The 5 year total shareholder...
NYSE:NLY
NYSE:NLYMortgage REITs

A Look At Annaly Capital Management (NLY) Valuation After Its Q4 2025 Earnings Beat And Dividend Confidence

Annaly Capital Management (NLY) is back in focus after reporting better than expected Q4 2025 earnings and revenue, supported by income from agency MBS, residential credit and mortgage servicing rights. See our latest analysis for Annaly Capital Management. That earnings beat has arrived after a mixed price patch, with the 1-day share price return of 1.29% and 90-day share price return of 5.21% contrasting with a 27.60% 1-year total shareholder return. This suggests momentum has been...
NYSE:SE
NYSE:SEMultiline Retail

Sea Limited’s Multi-Segment Growth Pairs Rising Profitability With Strong Cash

Sea Limited (NYSE:SE) reports accelerating business momentum across e-commerce, digital financial services, and digital entertainment. The company highlights robust growth in all major divisions alongside solid improvements in profitability. Sea ends the period with a strong cash position, supporting its current growth initiatives and cross-selling efforts. Sea Limited, the parent company behind Shopee, SeaMoney, and Garena, is leaning into its role as a diversified consumer internet group...
NYSE:RBRK
NYSE:RBRKSoftware

Assessing Rubrik (RBRK) Valuation After McLaren Racing Partnership And Recent Share Price Weakness

Rubrik (RBRK) moved into the spotlight after McLaren Racing announced a multi year technology partnership, placing the data security company at the center of McLaren's Formula 1 and IndyCar data operations. See our latest analysis for Rubrik. Despite the McLaren partnership and a recent earnings beat, Rubrik's short term share price return has been weak, with a 7 day share price return of a 16.24% decline and a 30 day share price return of a 30.90% decline, contributing to a year to date...