U.S. Mortgage REITs Stock News

NYSE:XPRO
NYSE:XPROEnergy Services

Assessing Expro Group Holdings (XPRO) Valuation After The Solus Subsea Valve System Launch

Expro Group Holdings (XPRO) has just introduced its Solus high debris single shear and seal ball valve system, consolidating two subsea well access valves into one and aiming to cut complexity, risk, and costs for offshore operators. See our latest analysis for Expro Group Holdings. The Solus launch lands at a time when Expro Group Holdings’ share price is US$15.50, with a 30-day share price return of 9.23% and a 90-day share price return of 19.69%, while the 1-year total shareholder return...
NYSE:DLB
NYSE:DLBSoftware

A Look At Dolby Laboratories (DLB) Valuation After Earnings Beat And Expanding Technology Adoption

Dolby Laboratories (DLB) has been in focus after reporting quarterly results that topped analyst expectations for revenue and adjusted earnings. The performance was helped by earlier deal closures and steady traction in automotive, mobile, and streaming markets. See our latest analysis for Dolby Laboratories. Despite the upbeat quarter and recent guidance, Dolby’s share price has moved sideways in recent months, with a 7 day share price return of 1.49% and a 1 year total shareholder return of...
NasdaqGS:HFWA
NasdaqGS:HFWABanks

Heritage Financial Expands With Kitsap Bank Merger Execution In Focus

Heritage Financial has completed its merger with Olympic Bancorp, bringing Kitsap Bank under the Heritage Bank brand. The transaction expands Heritage Financial's branch network and customer base across the Pacific Northwest. The deal includes the issuance of new Heritage Financial shares as part of the merger consideration. For shareholders watching Heritage Financial, ticker NasdaqGS:HFWA, the completed merger with Olympic Bancorp marks a material shift in the company’s profile. The stock...
NasdaqGS:AEP
NasdaqGS:AEPElectric Utilities

A Look At American Electric Power Company’s Valuation As Bloom Fuel Cell Deal And Data Center Demand Gain Focus

Why AEP’s Bloom Energy deal is back in focus American Electric Power Company (AEP) recently exercised a large option to purchase Bloom Energy fuel cells worth about $2.65b, linking them to a Cheyenne, Wisconsin facility backed by a 20 year offtake contract with a high grade customer. This deal, combined with growing expectations for higher data center power demand under tighter transmission and regulatory constraints, has put AEP’s growth plans and risk profile under closer investor...
NYSE:UHAL
NYSE:UHALTransportation

U Haul Holding Q3 Loss And Margin Compression Reinforce Bearish Profitability Narratives

U-Haul Holding (UHAL) just turned in a soft Q3 2026, with revenue of US$1.4b and basic EPS of a US$0.19 loss, compared with Q2’s US$1.7b in revenue and EPS of US$0.54 and Q1’s US$1.6b in revenue and EPS of US$0.73. Over the past few quarters, revenue has ranged between US$1.2b and US$1.7b while EPS has swung from a US$0.42 loss in Q4 2025 to a US$0.95 gain in Q2 2025, so Q3’s loss keeps the earnings picture choppy even as trailing 12 month revenue sits at about US$6.0b. With profit margins...
NasdaqGS:UMBF
NasdaqGS:UMBFBanks

UMB Financial Shows Loan Growth While Heartland Integration Shapes Profit Path

UMB Financial Corporation (NasdaqGS:UMBF) reported strong quarterly results, supported by commercial loan activity. The company highlighted progress integrating Heartland Financial into its operations. Management reiterated a focus on building scale, delivering profitable growth, and maintaining asset quality. For you as an investor, UMB Financial sits in the middle of the regional banking space, with a business mix that leans heavily on commercial relationships. The emphasis on commercial...
NasdaqGS:IDXX
NasdaqGS:IDXXMedical Equipment

Is IDEXX’s Innovation-Fueled 2025 Results And 2026 Outlook Altering The Investment Case For IDXX?

In early February 2026, IDEXX Laboratories reported past fourth-quarter and full-year 2025 results showing double-digit gains in revenue and earnings, alongside initial 2026 guidance calling for US$4.63–US$4.72 billion in sales and earnings per share of US$14.29–US$14.80. Management highlighted that growth was powered by Companion Animal Group Diagnostics, including record placements of new inVue Dx instruments and expanding Cancer Dx offerings, underscoring the impact of recent veterinary...
NYSE:MKL
NYSE:MKLInsurance

Markel Group Underwriting Profitability With Sub 96% Combined Ratios Challenges Earnings Slowdown Concerns

Markel Group (MKL) just wrapped up FY 2025 with Q4 revenue of US$4.2 billion and basic EPS of US$48.95, alongside trailing 12 month revenue of US$16.6 billion and EPS of US$169.74. Over the past year, the company has seen revenue move from US$16.6 billion and EPS of US$199.69 on a trailing basis at Q4 2024 to US$16.6 billion and EPS of US$169.74 at Q4 2025. Over the same period, net income went from US$2.6 billion to US$2.1 billion, setting up an earnings print where investors are likely to...
NYSE:FMC
NYSE:FMCChemicals

Is There Now An Opportunity In FMC (FMC) After The Sharp Multi Year Share Price Slump

If you are looking at FMC and wondering whether today’s price gives you genuine value or just a value trap, this article will walk through what the numbers actually say about the stock. The share price closed at US$13.67, with returns of a 14.1% decline over the past 7 days, 7.9% decline over 30 days, 4.7% decline year to date, 59.7% decline over 1 year, 88.1% decline over 3 years and 85.5% decline over 5 years. This performance is likely to catch the eye of investors reassessing risk and...
NasdaqGS:WEN
NasdaqGS:WENHospitality

Undervalued Small Caps With Insider Action To Explore In February 2026

As February 2026 begins, the U.S. stock market has kicked off the month with a strong performance, highlighted by significant gains in major indices such as the Dow Jones Industrial Average and S&P 500. Amidst this positive momentum, small-cap stocks are drawing attention due to their potential for growth and unique opportunities presented by current economic conditions. In this environment, identifying promising investments often involves looking at companies with solid fundamentals and...
NasdaqCM:CLSK
NasdaqCM:CLSKSoftware

CleanSpark Targets AI Infrastructure Growth With Major Power Capacity Bet

CleanSpark (NasdaqCM:CLSK) has secured access to up to 890 megawatts of utility scale power capacity in the Houston area. The company is acquiring additional land at its Sandersville site to support new infrastructure build out. Management has outlined plans to develop a multi gigawatt AI infrastructure platform alongside its existing bitcoin mining operations. For investors watching bitcoin miners, CleanSpark now sits in a different bucket, with a stated ambition to pair high performance...
NasdaqGS:SYNA
NasdaqGS:SYNASemiconductor

Assessing Synaptics (SYNA) Valuation After A 32% Three Month Share Price Recovery

What recent returns say about Synaptics Synaptics (SYNA) has drawn investor attention after a strong past 3 months, with the stock up about 32% and a 1 year total return near 17%, alongside recent annual revenue growth and improved net income. See our latest analysis for Synaptics. The recent 90 day share price return of about 32% suggests momentum has picked up, even though the 3 year and 5 year total shareholder returns, at around 30% declines, point to a tougher longer term experience...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Solos Patent Fight Puts Meta Smart Glasses And AI Plans In Focus

Solos Technology has filed a major patent infringement lawsuit against Meta Platforms (NasdaqGS:META), Oakley and EssilorLuxottica over smart-glasses technologies. The complaint centers on alleged unauthorized use of multimodal sensing, audio processing, sensor fusion and contextual assistance features in smart eyewear products and related platform tools. Solos is seeking monetary damages reportedly in the billions, along with an injunction that could restrict sales or features of the...
NYSE:FIX
NYSE:FIXConstruction

How Comfort Systems USA’s S&P 500 Entry and Backlog Surge Could Reshape FIX Investors’ Outlook

Comfort Systems USA has recently reported strong operating results, raised its quarterly dividend, expanded through acquisitions tied to AI infrastructure and healthcare, and secured future leadership changes as Trent T. McKenna is set to become President and COO in 2026. The company’s upcoming inclusion in the S&P 500 index, combined with a very large backlog and steady dividend growth, underscores how its scale and recurring demand are reshaping its role in US non-residential construction...
NYSE:DY
NYSE:DYConstruction

3 Stocks That May Be Undervalued By Market Estimates In February 2026

As February 2026 begins, U.S. stock markets have shown a strong start with major indices like the Dow Jones and S&P 500 ending sharply higher, reflecting investor optimism despite recent economic uncertainties such as delayed jobs data and trade negotiations. In this context of market volatility and potential opportunities, identifying stocks that may be undervalued by current market estimates could provide investors with promising prospects for growth in their portfolios.
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

AI Chips Today - AGMH Advances AI Infrastructure With Strategic Chip Procurement

AGMH Group Holdings Inc. has initiated a strategic procurement program aimed at enhancing its capabilities in the AI chip sector. By partnering with leading global semiconductor suppliers, AGMH is focusing on securing high-performance NAND Flash memory and controller chips to support its development of all-flash storage systems tailored for AI workloads. This initiative seeks to address the storage bottlenecks faced by data centers handling large-scale AI applications, which traditional...