U.S. Oil and Gas Stock News

NasdaqGS:FORM
NasdaqGS:FORMSemiconductor

FormFactor (FORM) Is Up 14.4% After Record Q4 Results And Upbeat HBM-Driven 2026 Guidance

FormFactor, Inc. has already reported its fourth-quarter and full-year 2025 results, delivering US$215.16 million in Q4 sales and higher quarterly net income and earnings per share versus the prior year, while full-year revenue of US$784.99 million came alongside lower annual net income and earnings per share. Management coupled these record quarterly and annual revenues with guidance for Q1 2026 that tops analyst expectations, pointing to strong demand in high-bandwidth memory, data...
NYSE:TDG
NYSE:TDGAerospace & Defense

Is TransDigm Group (TDG) Pricing Reflect Its Recent Share Price Weakness And DCF Upside?

If you are wondering whether TransDigm Group’s current share price fairly reflects its quality and prospects, you are not alone. This article is aimed squarely at that question. The stock recently closed at US$1,263.26, with a 7 day return of 11.2% decline, a 30 day return of 8.8% decline and a year to date return of 7.0% decline, while the 1 year return sits at 3.9% and the 3 year and 5 year returns are 97.8% and 164.3% respectively. These moves sit against a backdrop where TransDigm Group...
NYSE:EXR
NYSE:EXRSpecialized REITs

Extra Space Storage Acquisition And Pricing Shift Raise Valuation Questions

Extra Space Storage (NYSE:EXR) completed a US$244 million acquisition of 24 self storage properties. The deal expands the company’s footprint and adds new locations to its operating portfolio. Management also reported the first positive move in new customer rates in three years. Both developments point to meaningful activity in the company’s growth and pricing strategy. Extra Space Storage focuses on self storage facilities, a segment that often tracks housing moves, small business activity...
NYSE:BILL
NYSE:BILLSoftware

Has The Steep Slide In BILL Holdings (BILL) Opened A Fresh Valuation Opportunity?

If you are wondering whether BILL Holdings at around US$35.68 is starting to look like value or still a value trap, you are not alone. The share price has seen steep declines recently, with returns of 17.8% over 7 days, 35.5% over 30 days, 29.4% year to date, 63.0% over 1 year, 63.5% over 3 years and 80.8% over 5 years. These moves have put BILL firmly back on many investors' watchlists, as they reassess what a reasonable price might be for the shares. The recent share price history provides...
NasdaqGS:CG
NasdaqGS:CGCapital Markets

Carlyle Weighs Lukoil Deal With UAE Partners As Energy Risk Model Evolves

Carlyle Group is in talks with investors in the UAE about forming partnerships linked to a potential bid for Lukoil’s international assets. The discussions focus on structuring energy exposure in a way that accounts for geopolitical risk and existing sanctions. This move fits into Carlyle’s broader approach to managing energy holdings in politically sensitive markets. Carlyle Group (NasdaqGS:CG), with a recent share price of $55.41, is approaching energy deals through shared risk structures...
NYSE:SUI
NYSE:SUIResidential REITs

Sun Communities (SUI) Valuation Check As Interim CFO Appointment And 2025 Guidance Reaffirmation Draw Attention

Sun Communities (SUI) has drawn fresh attention after appointing Fernando Castro Caratini as interim Chief Financial Officer while reaffirming its 2025 financial guidance, even as it continues to work through operational challenges. See our latest analysis for Sun Communities. Recent news around the interim CFO appointment and upcoming fourth quarter 2025 results has come against a mixed backdrop, with a 1 day share price return of 3.31% decline and a 1 year total shareholder return of 5.27%...
NYSE:DD
NYSE:DDChemicals

How DuPont’s Push Into High‑Efficiency Filtration and Medical Materials At DuPont de Nemours (DD) Has Changed Its Investment Story

In late January and early February 2026, DuPont launched three specialized offerings, FilmTec MXP RO-8038-FF for dairy reverse osmosis, Liveo C6-8XX medical-grade liquid silicone rubber, and AmberLite FPA57 resin for organic acid purification, aimed at boosting productivity and efficiency for industrial and healthcare customers. Together, these launches underline how DuPont is deepening its presence in tightly regulated, process-critical niches where incremental performance gains can...
NasdaqGS:DOCU
NasdaqGS:DOCUSoftware

Is It Time To Reassess DocuSign (DOCU) After A Sharp Multi‑Year Share Price Slump?

If you are wondering whether DocuSign is starting to look like value or still a potential value trap, its recent share price and fundamentals raise some important questions worth unpacking. The stock last closed at US$45.54, with returns of a 15.3% decline over 7 days, a 30.1% decline over 30 days, a 29.8% decline year to date, a 51.5% decline over 1 year and an 82.2% decline over 5 years. This sets a very different backdrop to where the share price has been in the past. Recent commentary...
NasdaqGS:KDP
NasdaqGS:KDPBeverage

Keurig Dr Pepper Reshapes Portfolio With JDE Peet’s Bid And Planned Split

Keurig Dr Pepper (NasdaqGS:KDP) has launched an all cash $18b acquisition bid for global coffee group JDE Peet’s. The company plans to split into two standalone businesses focused on North American beverages and global coffee. Keurig Dr Pepper has also appointed a new Chief Financial Officer as part of this broader reshaping of its leadership and structure. Keurig Dr Pepper, trading at $28.01, is moving through a period of meaningful change that goes beyond routine deal making. The share...
NYSE:OKE
NYSE:OKEOil and Gas

Assessing ONEOK (OKE) Valuation After Dividend Increase And New Independent Director Appointments

Why ONEOK’s latest board moves matter for shareholders ONEOK (OKE) has added two independent directors, Mark A. McCollum and Precious Williams Owodunni, to its board, a governance shift that comes shortly after the company increased its quarterly dividend. For you as a shareholder or potential investor, the timing links two key themes: capital returns through a higher dividend and board level oversight by executives with long experience in energy, finance, and corporate advisory work. See our...
NYSE:SON
NYSE:SONPackaging

Sonoco Products (SON) Is Up 6.2% After Major Wind Power Deal - Has The Bull Case Changed?

Sonoco Products Company and ENGIE North America announced that delivery under their 15-year Virtual Power Purchase Agreement from ENGIE’s Big Sampson Wind Project in Texas has commenced, contracted to cover around 83% of Sonoco’s 2025 U.S. electricity consumption and help cut its baseline carbon emissions by about 19%. This large renewable energy commitment represents a material step in Sonoco’s integrated sustainability plan, supporting its Science Based Targets initiative-validated goal to...
NYSE:MCO
NYSE:MCOCapital Markets

Assessing Moody’s (MCO) Valuation After Recent Share Price Weakness And Private Credit Growth Narrative

With no single headline event driving attention, Moody's (MCO) is drawing investor interest as its shares remain below recent highs after a one-month decline of 14% and a 6% decline over the past three months. See our latest analysis for Moody's. The 14.1% 1 month share price decline, alongside an 11.2% 7 day pullback to around $457.70, contrasts with Moody's 52.9% 3 year and 71.3% 5 year total shareholder returns. This hints that short term momentum is fading against a stronger long term...
NYSE:GDDY
NYSE:GDDYIT

Can GoDaddy’s 2025 Earnings Webcast Reframe Its AI-Age Moat and Strategy Narrative (GDDY)?

GoDaddy Inc. recently announced it will release its fourth-quarter and full-year 2025 results on February 24, 2026, followed by a management webcast available via its Investor Relations website. This update comes as GoDaddy, a major global domain registrar serving millions of entrepreneurs, is being evaluated by investors amid broad technology-sector anxiety around artificial intelligence disruption. With that backdrop, we’ll examine how sector-wide AI concerns and the upcoming earnings...
NYSE:MTN
NYSE:MTNHospitality

How Investors May Respond To Vail Resorts (MTN) Social Media Pivot And Season Pass Pricing Shift

Recently, commentator Jim Cramer highlighted Vail Resorts, Inc. as a well-run company while investor concerns grew over slowing visitation and lackluster season pass growth. In response, Vail Resorts is reshaping its marketing by leaning into new media and influencer partnerships and rebalancing lift ticket versus season pass pricing to stimulate future pass demand. Next, we’ll examine how Vail Resorts’ push into social media–driven marketing and pricing adjustments could influence its...
NYSE:INGR
NYSE:INGRFood

How Investors Are Reacting To Ingredion (INGR) Record EPS Amid Argo Setbacks And Cautious 2026 Outlook

Ingredion Incorporated recently reported fourth-quarter 2025 results showing sales of US$1,757 million, down from US$1,800 million a year earlier, even as quarterly net income rose to US$165 million and the company delivered record full-year earnings per share. Beneath the headline records, operational issues at its Argo facility and softer North American sweetener demand weighed on quarterly performance and led management to issue cautious guidance for early 2026 while highlighting ongoing...
NYSE:REXR
NYSE:REXRIndustrial REITs

Is It Time To Reconsider Rexford Industrial Realty (REXR) After Its Prolonged Share Price Slump?

If you are wondering whether Rexford Industrial Realty is fairly priced today or if the market is overlooking something, you are in the right place for a closer look at what its current share price might actually reflect. The stock recently closed at US$38.72, with returns of 3.6% decline over 7 days, 0.3% decline over 30 days, 0.8% decline year to date, 0.2% decline over 1 year, 31.2% decline over 3 years, and 11.6% decline over 5 years. These figures may shape how investors think about its...
NYSE:WCN
NYSE:WCNCommercial Services

Does Waste Connections' (WCN) Rural Landfill Strategy Signal Durable Moat or Hidden Capital Intensity?

In recent days, Waste Connections highlighted continued strength in its core collection and disposal operations, alongside meaningful contributions from acquired assets in faster-growing regions, as investors looked ahead to its December 2025 quarter earnings report expected on February 11, 2026. An interesting angle is the company’s focus on underserved rural markets and landfill-based assets, which creates high barriers to entry while supporting its environmental and sustainability...
NasdaqGS:PFG
NasdaqGS:PFGInsurance

Principal Financial CEO Sale And Valuation Gap Put Focus On PFG Shares

Deanna D. Strable-Soethout, President and CEO of Principal Financial Group (NasdaqGS:PFG), recently executed a sizeable insider sale of company shares. The transaction was carried out under a pre-planned trading arrangement, with no accompanying operational or financial announcements from the company. This management move stands out because it involves the CEO and comes at a time when there are no other material company updates. Principal Financial Group is a diversified financial services...
NasdaqCM:CORT
NasdaqCM:CORTPharmaceuticals

Is Corcept Therapeutics (CORT) Price Weakness Creating A Long Term Opportunity?

If you are wondering whether Corcept Therapeutics at around US$38.36 is a bargain or a trap, you are in the right place to unpack what that price really implies. The stock has been volatile, with a 14% decline over the last 7 days, a 7.2% gain over the last 30 days, a modest 0.4% return year to date, and a 43.6% decline over the past year, set against longer-term returns of 66.5% over 3 years and 33.8% over 5 years. Recent discussion around Corcept Therapeutics has focused on its share price...
NasdaqGM:CLFD
NasdaqGM:CLFDCommunications

Clearfield (CLFD) Returns To Profitability Yet Trades At 63x P/E Challenging Valuation Narratives

Clearfield (CLFD) opened fiscal Q1 2026 with revenue of US$34.3 million and a basic EPS loss of US$0.02, alongside net income from continuing operations of a US$0.3 million loss. Trailing twelve month figures show basic EPS of US$0.46 on revenue of US$154.8 million and net income of US$6.4 million. Over recent quarters the company has reported revenue in a range between US$34.3 million and US$49.9 million, with quarterly basic EPS moving between a loss of US$0.40 and a profit of US$0.12. This...
NasdaqGS:CROX
NasdaqGS:CROXLuxury

Is Crocs (CROX) Pricing Reflecting Recent Brand Buzz And Valuation Signals?

If you are wondering whether Crocs at US$84.49 is attractively priced or potentially risky right now, this article will walk you through what the current price might be implying about the stock. The shares are up 2.4% over the last 7 days, while the 30-day return is a 5.2% decline and the 1-year return is an 11.5% decline, which may catch the eye of investors weighing short-term swings against longer-term returns. Recent news around Crocs has focused on the brand's positioning in casual...
NYSE:DLR
NYSE:DLRSpecialized REITs

Is It Time To Reassess Digital Realty (DLR) After Its Strong Three Year Share Price Run?

If you are wondering whether Digital Realty Trust is reasonably priced at its current level, this article will walk through what that might mean for you as an investor. The stock last closed at US$164.65, with returns of 5.0% over 30 days and 64.0% over 3 years, while the 1 year return sits at 1.0%, the year to date move is 6.2%, and the 7 day return is a 1.7% decline. Recent interest around listed data center REITs and ongoing discussion about how digital infrastructure fits into long term...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

BitMine’s Ethereum First Bet Tests Investor Nerves And Valuation Limits

BitMine Immersion Technologies (NYSEAM:BMNR) has accumulated over 4.28 million Ethereum, equal to more than 3.5% of ETH's circulating supply. The company holds these assets despite substantial unrealized losses following a sharp decline in Ethereum's price. BitMine is expanding its Ethereum staking operations and preparing to launch the MAVAN staking network in early 2026. Chairman Tom Lee has publicly defended the Ethereum first treasury approach, presenting the drawdown as a core part of...
NYSE:BMY
NYSE:BMYPharmaceuticals

Is Bristol Myers Squibb (BMY) Offering Value After Recent Share Price Rebound?

If you are wondering whether Bristol-Myers Squibb is offering good value at its recent price, this article will walk you through what the numbers actually say about the stock. The share price recently closed at US$59.52, with returns of 9.7% over 7 days, 9.4% over 30 days, 11.3% year to date and 8.9% over 1 year, compared with a 4.5% decline over 3 years and a 21.0% gain over 5 years. Recent news around Bristol-Myers Squibb has focused on its position within large pharmaceutical peers and...