U.S. Oil and Gas Stock News

NYSE:CNX
NYSE:CNXOil and Gas

How CNX Resources’ 2034 Note Refinancing Could Shape CNX Investors’ Credit and Flexibility Outlook

In February 2026, CNX Resources Corporation priced a US$500,000,000 offering of 5.875% senior unsecured notes due 2034 at par, with subsidiary guarantees, to refinance its 6.000% senior notes due 2029 via a tender offer and conditional redemption. This refinancing effectively extends CNX’s debt maturity profile while slightly lowering its coupon costs, underscoring active balance sheet management and an emphasis on financial flexibility. We’ll now examine how refinancing 6.000% 2029 notes...
NYSE:PINS
NYSE:PINSInteractive Media and Services

Why Pinterest (PINS) Is Up 15.2% After Mixed 2025 Results And AI-Focused Capital Moves

Pinterest reported full-year 2025 results showing sales rising to US$4,221.77 million from US$3,646.17 million, while net income and diluted EPS from continuing operations declined versus the prior year, and the company paired this with Q1 2026 revenue guidance of US$951 million to US$971 million, an 11% to 14% year-over-year increase including a foreign-exchange tailwind. Alongside these results, Pinterest completed over US$1.03 billion of share repurchases under its 2024 authorization,...
NYSE:L
NYSE:LInsurance

What Loews (L)'s New 4.940% Notes and Dividend Declaration Means For Shareholders

Loews Corporation recently completed a US$500 million public offering of 4.940% Senior Unsubordinated Unsecured Notes due April 1, 2036, while also declaring a quarterly dividend of US$0.0625 per common share payable on March 10, 2026. The combination of fresh long-term funding, ongoing share repurchases, and a maintained dividend highlights how Loews is actively managing its capital structure across debt, equity, and cash returns. We’ll now examine how the new 4.940% senior notes offering...
NYSE:CAH
NYSE:CAHHealthcare

A Look At Cardinal Health (CAH) Valuation After Earnings Beat And Upgraded 2026 Profit Outlook

Cardinal Health’s earnings beat and outlook upgrade Cardinal Health (CAH) recently reported quarterly results that exceeded expectations and raised its profit outlook for fiscal 2026, highlighting strong specialty medicine demand, broad-based profit growth, and margin gains from tight cost controls. See our latest analysis for Cardinal Health. Cardinal Health’s latest earnings beat and raised fiscal 2026 outlook have arrived alongside firm share price momentum, with a 30 day share price...
NYSE:SYY
NYSE:SYYConsumer Retailing

Does Sysco’s New Local-Sourcing Program Reshape the Bull Case for SYY’s Customer Loyalty Story?

Sysco Corporation recently launched its Home Grown by Sysco pilot program, making about 10,000 locally sourced and artisan products easier to identify and purchase across select U.S. regions and parts of Canada as part of its broader sustainability-focused One Planet One Table assortment. This initiative signals Sysco’s push to formalize and scale local sourcing through improved software and product identifiers, potentially deepening relationships with customers that prioritize regional...
NYSE:ATI
NYSE:ATIAerospace & Defense

ATI Expands US$500m Buyback As Valuation And Momentum Diverge

ATI Inc. (NYSE:ATI) has expanded its share repurchase authorization with a new $500 million buyback plan. The additional authorization supports an ongoing multi year repurchase program focused on returning cash to shareholders. The move aligns with ATI's capital allocation priorities and its focus on aerospace and defense end markets. ATI, trading at $158.87, has seen very strong share performance over the past year, with the stock up 173.8%. Returns are also robust over longer horizons,...
NYSE:BUR
NYSE:BURDiversified Financial

Is Wedbush’s New Coverage of Burford Capital (BUR) Reframing the Legal Finance Investment Thesis?

Earlier this week, Wedbush analyst Michael Piccolo initiated coverage on Burford Capital with a buy rating, bringing new broker attention to the legal finance specialist. This fresh endorsement from a new research house adds another external view on Burford’s litigation-focused model, potentially broadening institutional awareness of the asset class. Next, we’ll explore how this new bullish analyst coverage might reinforce or test Burford Capital’s existing investment narrative and risk...
NYSE:SNOW
NYSE:SNOWIT

Is Snowflake’s (SNOW) AI Push With Team USA Quietly Redefining Its Core Investment Story?

Earlier this month, Snowflake announced new AI-focused collaborations, including expanding its role as Team USA’s Official Data Collaboration Partner and deepening enterprise deployments such as Wolfspeed’s AI-integrated manufacturing platform using Snowflake Intelligence and Cortex AI. These partnerships highlight how Snowflake’s AI Data Cloud is being embedded into real-world operations and sports performance analytics, broadening the range of mission-critical workloads running on its...
NasdaqGS:LSCC
NasdaqGS:LSCCSemiconductor

Did Lattice’s (LSCC) Post-Quantum Security Push Just Reframe Its Edge and Industrial Investment Narrative?

In February 2026, SEALSQ and Lattice Semiconductor announced a collaboration to embed TPM-based post-quantum cryptography into select Lattice FPGAs, alongside Lattice’s separate launch of a Cyber Resilience Reference Kit with EXOR International and TrustiPhi to support secure industrial and edge device design. Together, these security-focused partnerships underscore how Lattice is tying its low-power FPGA portfolio more tightly to emerging quantum-safe and cyber resilience requirements in...
NasdaqGS:APLS
NasdaqGS:APLSBiotechs

Did Cautious 2026 Earnings Forecasts Just Reframe Apellis Pharmaceuticals’ (APLS) Kidney and Eye Disease Story?

In the days leading up to its 24 February 2026 earnings release, Apellis Pharmaceuticals faced expectations of a year-over-year decline in quarterly earnings and revenue, alongside a negative Earnings ESP of 3.07% and increasingly cautious analyst projections. This shift in sentiment, driven by concerns over weaker near-term performance, highlights how quickly earnings expectations can reshape perceptions of Apellis’ long-term prospects. Now, we’ll explore how this weaker earnings outlook...
NasdaqCM:CELC
NasdaqCM:CELCBiotechs

Is Celcuity’s (CELC) New Board Appointment a Turning Point for Its Commercial Strategy?

Celcuity Inc. recently appointed Charles (Chip) R. Romp, a veteran oncology-focused pharmaceutical executive and current CEO of Secura Bio, to its Board of Directors, adding more than 25 years of commercial and sales leadership experience to the company. Romp’s track record helping build commercial franchises for oncology drugs at Seagen and Genentech adds board-level insight that aligns directly with Celcuity’s focus on bringing targeted cancer therapies to market. We’ll now look at how...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Costco Tariff Victory And Global Expansion Weighed Against Premium Valuation

Costco Wholesale (NasdaqGS:COST) recently won a legal case tied to U.S. tariffs, clarifying its eligibility for tariff refunds. The Supreme Court ruled that certain Trump-era tariffs were unconstitutional, opening the door for companies like Costco to seek refunds. Costco previously filed suit to preserve its rights to future tariff refunds, which could affect its cost structure and pricing. The company is also moving ahead with international expansion, targeting 28 new warehouses this...
NasdaqGS:EQIX
NasdaqGS:EQIXSpecialized REITs

Equinix Sales Leadership Shift Tests Growth And Dividend Confidence

Equinix (NasdaqGS:EQIX) has announced that Chief Sales Officer Mike Campbell will retire and move into a Special Advisor role. The transition marks a change in the company’s executive leadership structure focused on sales and customer engagement. For investors watching Equinix at a share price of $928.11, this leadership change comes after a period of solid share price moves, with the stock up 17.3% over the past 30 days and 21.5% year to date. Over longer horizons, Equinix has delivered...
NYSE:WAT
NYSE:WATLife Sciences

A Look At Waters (WAT) Valuation After Restructuring, New Guidance And Board Refresh

Waters (WAT) is in focus after closing a transaction that reorganizes the company into four divisions, alongside fresh 2026 guidance, detailed 2025 results, and a new genome scientist joining its board. See our latest analysis for Waters. The reorganization, fresh 2026 guidance and board refresh come after a mixed stretch for the stock, with a 1-day share price return of 1.42% and 7-day gain of 3.08% alongside a 30-day share price decline of 15.03%. The 5-year total shareholder return of...
NYSE:AI
NYSE:AISoftware

Did Vonage-Powered Field Services Just Recast C3.ai's (AI) Industrial AI Strategy?

In February 2026, Vonage announced a collaboration with C3.ai to launch C3 AI Field Services, an AI-first mobile module that embeds Vonage’s voice, video, and network APIs into C3.ai’s Asset Performance Suite to support complex, real-time field operations. The launch highlights how C3.ai is positioning its enterprise AI platform at the intersection of connectivity and on-the-ground industrial workflows, aiming to make AI agents directly usable by technicians rather than just data...
NYSE:O
NYSE:ORetail REITs

Is It Time To Reassess Realty Income (O) After Recent 1 Year Price Gain?

If you are wondering whether Realty Income is fairly priced or offering value right now, this article will walk through what the current numbers are saying about the stock. With the share price at about US$66.14 and total returns of 0.7% over 7 days, 8.9% over 30 days, 15.4% year to date and 22.5% over 1 year, recent moves may have shifted how investors think about both upside and risk. Recent news coverage around Realty Income has largely focused on its role as a large net lease real estate...
NasdaqGS:QURE
NasdaqGS:QUREBiotechs

Evaluating uniQure (QURE) After New Class Action Allegations Over AMT-130 FDA Disclosures

Why the new class action matters for uniQure investors Kessler Topaz Meltzer & Check has filed a securities fraud class action against uniQure (NasdaqGS:QURE), alleging misleading statements about FDA alignment and timelines for AMT-130, its Huntington’s disease gene therapy program. See our latest analysis for uniQure. uniQure’s latest share price of US$23.43 comes after a 7 day share price return of 14.29%. However, the 90 day share price return of a 15.66% decline and 5 year total...
NasdaqGS:METC
NasdaqGS:METCMetals and Mining

A Look At Ramaco Resources (METC) Valuation After Recent Share Price Pullback

Ramaco Resources (METC) has been drawing attention after a sharp decline in its share price over the past month, even as its past 3 months return, one year total return, and longer term performance figures remain positive. See our latest analysis for Ramaco Resources. The recent 40.26% 1 month share price decline to US$16.56 sits against a much stronger backdrop, with a 1 year total shareholder return of 73.74% and multi year total shareholder returns still firmly positive. This suggests...
NasdaqGS:LIVN
NasdaqGS:LIVNMedical Equipment

Orrum Data Partnership Might Change The Case For Investing In LivaNova’s Digital Strategy (LIVN)

Orrum Clinical Analytics recently announced a partnership with LivaNova USA Inc. to link LivaNova’s Essenz Perfusion System with Orrum’s CORE Insights platform, enabling automatic transfer of perfusion case data for post-operative analysis and peer benchmarking. By extending Essenz data into a secure analytics environment that supports evidence-based performance improvement, the collaboration could strengthen LivaNova’s positioning in data-driven cardiopulmonary care and potentially appeal...
NYSE:INSW
NYSE:INSWOil and Gas

Does International Seaways’ (INSW) Route Shift Reveal a Deeper Change in Its Tanker Strategy?

Earlier this month, International Seaways commented that tightening energy supplies due to sanctions and rising oil demand are reshaping global crude and product shipping patterns, directly affecting its tanker operations. The company highlighted that more complex, longer trade routes could meaningfully influence its operational outlook, potentially altering how it deploys its fleet and prioritizes future opportunities. We'll now examine how management’s views on tightening sanctioned supply...
NYSE:OPLN
NYSE:OPLNCommercial Services

How OPENLANE’s 2026 Profit Outlook Versus 2025 Loss Per Share At OPENLANE (OPLN) Has Changed Its Investment Story

In February 2026, OPENLANE, Inc. reported full-year 2025 results showing revenue of US$1.93 billion and net income of US$177.7 million, while also recording a basic and diluted loss per share of US$0.96 from continuing operations. The company also issued 2026 guidance calling for income of US$130 million to US$147 million and diluted net income per share of US$0.95 to US$1.09, sharpening investor focus on how its mix of continuing and discontinued operations affects reported...
NYSE:YELP
NYSE:YELPInteractive Media and Services

Did AI-Focused Guidance and New Workflow Integrations Just Reframe Yelp's (YELP) Investment Narrative?

In February 2026, Housecall Pro announced a new native integration with Yelp, allowing Yelp’s high-intent Request a Quote leads to flow directly into Housecall Pro’s Job Inbox for home service professionals across the U.S. and Canada. A day earlier, Yelp reported fourth-quarter 2025 results showing roughly flat quarterly revenue year over year, alongside full-year revenue growth and new 2026 net revenue guidance of US$1.46–US$1.48 billion as it continues investing in AI-powered...
NYSE:VLO
NYSE:VLOOil and Gas

Will California Scrutiny of Benicia Outages and Fuel Rules Change Valero Energy's (VLO) Narrative?

Consumer Watchdog recently criticized the California Energy Commission for not using its legislative powers to prevent gasoline price spikes after Valero had informed it a year in advance about planned unit shutdowns at the Benicia refinery, which was originally expected to keep operating through April under an agreement. The advocacy group is now urging legislative oversight hearings and new rules on refinery inventories and resupply, putting fresh regulatory attention on Valero’s role in...
NYSE:HIG
NYSE:HIGInsurance

Assessing Hartford Insurance Group (HIG) Valuation After Recent Share Price Momentum

Event context and recent performance Hartford Insurance Group (HIG) has drawn fresh investor attention after a recent price move, with the stock closing at $142.19. That sits alongside a 10.6% return over the past month and 4.1% over the past 3 months. See our latest analysis for Hartford Insurance Group. Zooming out, Hartford Insurance Group’s recent 1 day and 1 month share price gains sit against a year to date share price return of 3.7%, while its 1 year total shareholder return is 29.8%...