U.S. Medical Equipment Stock News

NasdaqGS:PFG
NasdaqGS:PFGInsurance

Should Principal’s Dividend Hike and Major Buyback Shape a New Capital Strategy for PFG Investors?

Principal Financial Group, Inc. recently reported past second-quarter 2026 results, with revenue rising to US$3,905.8 million and diluted EPS from continuing operations edging higher year over year, while net income was slightly lower, and also increased its quarterly dividend to US$0.8400 per share payable on September 25, 2026. Over the same period, the company completed a sizable share repurchase under its February 2025 authorization, retiring 5,384,344 shares for about US$516.28 million,...
NasdaqGS:MORN
NasdaqGS:MORNCapital Markets

Morningstar (MORN) Is Up 11.6% After Earnings Beat And Index Rebrand - What's Changed

Morningstar, Inc. recently reported past second-quarter 2026 results showing sales of US$663.2 million and net income of US$107.8 million, alongside continued share repurchases under its existing buyback program. The company also completed rebranding the CRSP Market Indexes to the Morningstar Market Indexes, bringing benchmarks linked to more than US$3.00 trillion in investor assets directly under the Morningstar name. Next, we will examine how Morningstar’s higher quarterly earnings and...
NasdaqGS:ITRI
NasdaqGS:ITRIElectronic

Itron (ITRI) Earnings And Guidance Put Its Valuation Narrative To The Test

What Itron’s latest earnings and guidance tell you Itron (ITRI) released second quarter results that showed lower revenue and net income compared to a year earlier, while also giving investors specific revenue ranges for the third quarter and full year 2026. See our latest analysis for Itron. Itron’s recent earnings update and ongoing share repurchases sit against a mixed price picture, with a strong 18.33% 7 day share price return and 16.70% 90 day share price return, but a 1 year total...
NasdaqGM:VCEL
NasdaqGM:VCELBiotechs

How Investors Are Reacting To Vericel (VCEL) Profitability, Higher Guidance and a New $200 Million Buyback

In late July 2026, Vericel Corporation reported second-quarter revenue of US$77.46 million, a move to net income of US$2.21 million, raised its 2026 total revenue guidance to US$330–US$340 million, reaffirmed a gross margin target of about 75%, and authorized a US$200 million share repurchase program with no expiration. Beyond the headline growth, the combination of a swing to quarterly profitability, higher full-year revenue expectations, and a sizeable open-ended buyback underscores...
NasdaqGS:MSEX
NasdaqGS:MSEXWater Utilities

Middlesex Water (MSEX) Reported Higher Earnings, Is The Stock Overvalued?

Middlesex Water (MSEX) has attracted fresh attention after reporting second quarter and six month 2026 results, with higher sales and net income compared with a year earlier, along with a recently affirmed quarterly dividend. See our latest analysis for Middlesex Water. The recent earnings and dividend news for Middlesex Water sit against a backdrop of firming momentum, with a 12.51% 90 day share price return and a 12.34% 1 year total shareholder return contrasting with weaker three and five...
NYSE:WU
NYSE:WUDiversified Financial

Is Western Union (WU) Undervalued Following Its Earnings Miss And Guidance Update?

Western Union (WU) has come under renewed focus after second quarter earnings missed expectations, earnings per share declined, and management updated full year revenue guidance while outlining fresh cost saving plans. See our latest analysis for Western Union. Western Union's latest earnings update and guidance adjustment have coincided with sharp share price weakness, with the stock down 31.1% on a year to date share price return and a 58.0% decline on the 5 year total shareholder return...
NYSE:BBT
NYSE:BBTBanks

3 Bank Stocks Worth Watching As High Rates Reshape Lending Margins

Rising long term government bond yields, sticky mortgage rates near 7%, and concerns about government debt are reshaping the risk and reward trade off for financial stocks. Some banks and insurers in our Financial Sector Stocks screener could see their earnings mix, funding costs, and balance sheets tested by this new rate backdrop. Others may find pockets of opportunity as pricing and underwriting power shift. This article walks through three stocks from the screener that appear positively...
NasdaqGS:FLEX
NasdaqGS:FLEXElectronic

AI Infrastructure Stocks With Real Cash Flow Retail Investors Are Finding Hard To Ignore

AI infrastructure stocks sit at the crossroads of real-world hardware and the software stories that usually get all the attention. While inflation, energy prices, and interest rate decisions keep shifting the macro backdrop, the companies that build and run the physical backbone of AI are focused on turning that demand into cash flow. This AI Infrastructure Stocks screener filters for businesses that already show revenue growth and the ability to convert sales into liquid capital. In this...
NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

AeroVironment (AVAV) Could Be 41% Undervalued After Applied Intuition Deal

AeroVironment (AVAV) is back in focus after announcing a collaboration with Applied Intuition to integrate Acuity ISR/Strike autonomy software into its Mayhem 10 launched effects system for military applications. See our latest analysis for AeroVironment. For context, AeroVironment’s 1-day share price return of 1.91% comes after a year-to-date share price decline of 41.70%. The 1-year total shareholder return is down 42.57%, while the 3-year total shareholder return is still up 54.60%. This...
NYSE:HII
NYSE:HIIAerospace & Defense

L3Harris Stock Leads Defense Picks Backed by Long Term Military Demand

With central banks still locked on inflation, energy prices swinging on geopolitics and governments focused on security spending, many investors are looking for themes that feel grounded in long-term demand. The Aerospace And Defense screener highlights companies that build or support aircraft and defense systems, an area closely watched whenever geopolitical risk and policy debates heat up. This article walks through 3 stocks from that screener and explains why they stand out today so you...
NYSE:ALSN
NYSE:ALSNMachinery

Are Heightened Revenue Expectations Reframing Allison Transmission’s (ALSN) Risk‑Reward Narrative?

Earlier this week, Allison Transmission Holdings (NYSE: ALSN) reported its latest quarterly results following an earnings preview that had called for revenue to rise very sharply year on year after a previously flat period. Analysts had largely maintained their forecasts heading into the announcement, suggesting steady confidence in Allison’s ability to meet those elevated revenue expectations. We’ll now explore how these heightened revenue expectations heading into earnings influence...
NasdaqGS:SNDK
NasdaqGS:SNDKTech

Sandisk (SNDK) Could Be 32% Undervalued Following The AI Infrastructure Reset

Sandisk (SNDK) is back in focus after a sharp reset in AI infrastructure stocks that included forced selling and margin calls, even as large tech customers keep their AI spending plans in place. See our latest analysis for Sandisk. At a latest share price of $1,214.83, Sandisk has seen its short term momentum reverse sharply, with the 1 day, 7 day and 30 day share price returns declining 5.09%, 15.43% and 40.22% respectively. However, the year to date share price return of 341.37% and 1 year...
NYSE:ORA
NYSE:ORARenewable Energy

Ormat Technologies (ORA) Could Be 28% Undervalued As Growth Holds And Guidance Stays Firm

Ormat Technologies (ORA) is back in focus after reporting significant revenue growth in its energy storage and product segments and reaffirming full-year 2026 revenue guidance, setting the stage for its upcoming Q2 earnings update. See our latest analysis for Ormat Technologies. At a share price of US$97.58, Ormat Technologies has seen its 30 day share price return decline 12.04% and its year to date share price return fall 14.20%. In comparison, the 1 year total shareholder return of 10.49%...
NYSE:WCC
NYSE:WCCTrade Distributors

WESCO International (WCC) Lifts Outlook As Data Center Growth Puts Valuation In Focus

WESCO International (WCC) is back on investor radars after reporting record second quarter 2026 results, lifting its full year outlook as data center infrastructure and grid services became key earnings drivers. See our latest analysis for WESCO International. The recent earnings beat and higher 2026 guidance have kept momentum in WESCO International’s corner, with the 30 day share price return of 7.10% and year to date share price return of 36.24% adding to a 1 year total shareholder return...
NYSE:LMT
NYSE:LMTAerospace & Defense

Lockheed Martin (LMT) Could Be 14% Undervalued Following Its $53.9b PAC 3 Deal

Lockheed Martin (LMT) stock is back in focus after the U.S. government awarded the company a seven year undefinitized contract modification worth up to US$53.86 billion for PAC-3 Missile Segment Enhancement interceptors. See our latest analysis for Lockheed Martin. The PAC-3 contract news lands on top of a strong run in Lockheed Martin stock, with a 30 day share price return of 11.67% and year to date share price return of 17.23%. Including dividends, the 1 year total shareholder return of...
NasdaqGS:DXCM
NasdaqGS:DXCMMedical Equipment

DexCom (DXCM) Is Up 16.6% After Raising 2026 Revenue Guidance And Margin Outlook - Has The Bull Case Changed?

In late July 2026, DexCom, Inc. reported second-quarter results showing revenue of US$1,308.4 million and net income of US$249.1 million, and raised its full-year 2026 revenue guidance to US$5.18 billion–US$5.25 billion alongside higher margin expectations. The company highlighted rapid progress in securing coverage for type 2 diabetes patients not using insulin, advancing next-generation CGM sensors, and expanding internationally, reinforcing the importance of this broader metabolic health...
NasdaqGM:FMBH
NasdaqGM:FMBHBanks

First Mid Bancshares (FMBH) Stock Looks Undervalued On Fair Value Yet Fair On Earnings

First Mid Bancshares stock has delivered a strong 84.4% return over the past three years, yet the valuation checks send a mixed message. The Excess Returns intrinsic value estimate points to meaningful upside, while earnings-based multiples look closer to fair. Over the past 3 years, First Mid Bancshares has returned 84.4%, which puts extra focus on whether the current price still leaves room for further value to be realised. Stronger recent earnings and revenue have supported sentiment...
NYSE:CFR
NYSE:CFRBanks

Does Strong Q2, Raised Guidance And Dividends Change The Bull Case For Cullen/Frost Bankers (CFR)?

Cullen/Frost Bankers, Inc. recently reported second-quarter 2026 results, with net interest income rising to US$447.73 million and net income to US$172.06 million, alongside slightly lower net charge-offs of US$9.53 million and board approval of common and preferred dividends payable on September 15, 2026. The combination of higher earnings, improved credit costs and continued cash returns to both common and preferred shareholders has strengthened the perception of Cullen/Frost’s operating...
NYSE:IBM
NYSE:IBMIT

Is IBM (IBM) Cheap Following Weak Q2 Earnings And Lower Revenue Guidance?

International Business Machines (IBM) has been hit by weaker consulting and hardware sales in its preliminary second quarter, prompting lower full year revenue guidance and renewed scrutiny of how its quantum ambitions relate to the stock. See our latest analysis for International Business Machines. Against this backdrop of softer consulting and hardware trends, IBM's share price has fallen 21.9% over the past month and is down 23.3% year to date. However, the 3 year total shareholder return...
NYSE:OLN
NYSE:OLNChemicals

Are Olin’s (OLN) Ongoing Losses Reframing Its Cost-Cut and Portfolio-Upgrade Narrative?

In the past quarter, Olin Corporation reported second-quarter 2026 sales of US$1,741.9 million, a slight year-over-year dip, while net loss widened to US$13.3 million as basic and diluted loss per share from continuing operations increased to US$0.12. Despite relatively stable revenue, Olin’s results highlighted how operational disruptions, such as the Freeport VCM outage, and continued losses are weighing on overall profitability across its portfolio. We’ll now examine how these loss-making...
NasdaqGS:ITRN
NasdaqGS:ITRNCommunications

Ituran Location And Control (ITRN) Could Be 25% Undervalued Following Vulcan Backing

Ituran Location and Control (ITRN) drew fresh investor attention after Vulcan Value Partners highlighted the stock in its Q2 2026 letter, citing what it described as strong Q1 results and contributions from long-term agreements with Stellantis, Renault, and BMW. See our latest analysis for Ituran Location and Control. Despite the latest Q1 update and the Vulcan Value Partners endorsement, Ituran Location and Control’s recent 30 day share price return is down 9.35%, while the year to date...
NYSE:GBCI
NYSE:GBCIBanks

Glacier Bancorp (GBCI) Posted Stronger Earnings, Is It Still 13% Below Fair Value?

Glacier Bancorp (GBCI) has drawn fresh attention after reporting second quarter 2026 results, with higher net interest income and net income, alongside an increase in net charge-offs tied to overdrafts and loans. See our latest analysis for Glacier Bancorp. Glacier Bancorp's mixed recent share price performance, with a 1-day share price return of 0.65% but a 30-day share price return down 6.56%, contrasts with a stronger 1-year total shareholder return of 18.27%. This indicates that longer...
NYSE:KN
NYSE:KNElectronic

Will Stronger Q2 Results and Completed Buybacks Change Knowles' (KN) Capital Allocation Narrative?

In the second quarter of 2026, Knowles Corporation reported higher sales and earnings compared with a year earlier, issued revenue and EPS guidance for the third quarter, and completed a multi‑year share repurchase program totaling 15,638,913 shares for US$294.07 million. Together, the improved profitability and ongoing capital return through buybacks highlight how Knowles is pairing earnings growth with an actively managed share base. We’ll now examine how Knowles’ stronger quarterly...
NYSE:PB
NYSE:PBBanks

Should Prosperity’s Earnings Beat, Buyback and M&A Ambitions Require Action From Prosperity Bancshares (PB) Investors?

In late July 2026, Prosperity Bancshares, Inc. reported higher second-quarter and year-to-date earnings, modest net charge-offs of US$2.2 million, completion of a US$70.75 million share repurchase program, and affirmed a US$0.60 quarterly dividend payable on October 1, 2026. Management also highlighted continued discussions around future bank acquisitions while prioritizing the integration of three recently acquired banks, underscoring both growth ambitions and execution risk. We’ll now...