U.S. Oil and Gas Stock News

NasdaqGS:DNLI
NasdaqGS:DNLIBiotechs

Does Denali Therapeutics' (DNLI) Widening Quarterly Loss Reframe Its Pipeline-First Investment Narrative?

Denali Therapeutics Inc. recently reported fourth-quarter 2025 results, with a net loss of US$128.55 million, compared with US$114.75 million a year earlier, and basic and diluted loss per share from continuing operations of US$0.73 versus US$0.67. The widening loss highlights the financial impact of Denali’s ongoing efforts to advance its pipeline, even as per-share losses increased year over year. With these earnings revealing a larger quarterly loss, we’ll examine what this means for...
NasdaqCM:THRY
NasdaqCM:THRYMedia

Thin Full Year Profit At Thryv Holdings (THRY) Tests Bullish Margin Narratives

Thryv Holdings (THRY) has wrapped up FY 2025 with Q4 revenue of US$191.6 million and basic EPS of a US$0.22 loss, compared with Q4 FY 2024 revenue of US$186.6 million and basic EPS of US$0.19. Over the full trailing twelve months, revenue has been around US$785.0 million with basic EPS of roughly US$0.01, while quarterly revenue has ranged from US$181.4 million to US$210.5 million and quarterly EPS has moved between a loss of about US$0.22 and a profit of US$0.32. That combination of modest...
NYSE:RGA
NYSE:RGAInsurance

Reinsurance Group Of America Adds Long Dated Subordinated Debt Funding

Reinsurance Group of America (NYSE:RGA) has issued $400 million of long-dated fixed to floating rate subordinated debentures. The new fixed income securities expand RGA's debt profile and add a fresh source of long term funding. This transaction directly affects the insurer's capital structure and future interest obligations. For investors watching NYSE:RGA, this new issue lands at a time when the stock trades around $220.42 and has logged a 12.1% return over the past 30 days. Over longer...
NYSE:Q
NYSE:QSemiconductor

Qnity Electronics (QNTY) Margin Compression Tests Bullish Narratives After Q4 Earnings

Qnity Electronics (QNTY) closed out FY 2025 with Q4 revenue of US$1.19 billion and net income of US$100 million, translating to EPS of US$0.48 against a trailing twelve month EPS of US$3.30 and a net profit margin of 14.6%. The company reported revenue of US$1.10 billion in Q4 2024 and US$1.19 billion in Q4 2025, while trailing twelve month revenue moved from US$4.34 billion in Q4 2024 to US$4.75 billion alongside trailing net income changing from US$693 million to US$692 million. For...
NYSE:GRC
NYSE:GRCMachinery

Is It Too Late To Consider Gorman-Rupp (GRC) After Its Strong Share Price Run?

If you are wondering whether Gorman-Rupp shares still offer value at current levels, this article walks through what the numbers actually say rather than relying on headlines or hype. The stock last closed at US$64.63, with returns of 22.0% over 30 days, 34.3% year to date, 73.7% over 1 year, 150.5% over 3 years and 121.0% over 5 years. This naturally raises questions about how the current price lines up with underlying worth. Recent attention on Gorman-Rupp has centered around its role in...
NYSE:KOF
NYSE:KOFBeverage

A Look At Coca-Cola FEMSA (NYSE:KOF) Valuation After Mixed Earnings With Higher Sales And Net Income

Coca-Cola FEMSA. de (KOF) reported fourth quarter and full year 2025 results, with sales and net income above the prior year, while quarterly earnings per share came in slightly below market expectations. See our latest analysis for Coca-Cola FEMSA. de. The earnings release comes after a strong run in the share price, with a 90 day share price return of 25.84% and a 1 year total shareholder return of 29.26%. This suggests recent momentum has been building despite the slight earnings per share...
NYSE:DEA
NYSE:DEAOffice REITs

Easterly Government Properties Virginia Deal And What It Means For Valuation

Easterly Government Properties (NYSE:DEA) has completed a $44.5 million acquisition of a three asset portfolio in Virginia. The properties are described as mission critical government facilities with long term leases. The transaction was completed at a high cash cap rate and is characterized by the company as immediately accretive. For investors watching NYSE:DEA, this deal adds fresh context to a stock that is trading at $23.56 and has returned 10.6% year to date, despite a 9.0% decline...
NasdaqGS:LIFE
NasdaqGS:LIFEInsurance

Ethos Technologies (LIFE) Q4 EPS Surge Tests Bearish Earnings Decline Narrative

Ethos Technologies (LIFE) closed out FY 2025 with Q4 revenue of US$110.1 million and basic EPS of US$1.48, capping off a trailing twelve month tally of US$387.6 million in revenue and US$4.31 in EPS that sits against a net profit margin of 18.4%. The company has seen quarterly revenue move from US$66.5 million and EPS of US$0.60 in Q4 2024 to US$110.1 million and EPS of US$1.48 in Q4 2025. Trailing net income reached US$71.2 million alongside earlier year on year earnings growth of 45.7%,...
NYSE:PG
NYSE:PGHousehold Products

P&G Olympic Return Tests Brand Strength Valuation And Sustainability Story

Procter & Gamble (NYSE:PG) has returned as a top level sponsor of USA Gymnastics through the 2028 Los Angeles Olympics. The company is launching new branded products, including a limited edition Old Spice & Super Mario Galaxy Movie Collection. P&G is also rolling out new recycling technologies as part of its sustainability efforts. For investors watching NYSE:PG, the renewed USA Gymnastics sponsorship puts the brand back in a high visibility Olympic spotlight through 2028, alongside new...
NYSE:CALY
NYSE:CALYLeisure

Is It Too Late To Consider Callaway Golf (CALY) After A 115% One Year Surge

If you are wondering whether Callaway Golf's current share price really reflects what the business is worth, you are not alone. This article is designed to help you frame that question clearly. The stock last closed at US$13.99, with returns of 19.4% year to date but a 114.6% gain over the past year, alongside 40.3% and 48.8% declines across the past 3 and 5 years. Investors have been reacting to ongoing news around Callaway Golf's brand positioning, product pipeline and the broader...
NasdaqGS:CRAI
NasdaqGS:CRAIProfessional Services

CRA International (CRAI) Margin Improvement Reinforces Bullish Profitability Narrative

CRA International (CRAI) has wrapped up FY 2025 with fourth quarter revenue of US$197 million and basic EPS of US$2.03, while trailing twelve month EPS sat at US$8.25 on revenue of US$751.6 million, setting a clear earnings benchmark for investors to work from. Over recent periods the company has seen revenue move from US$687.4 million to US$751.6 million on a trailing basis, with EPS shifting from US$6.82 to US$8.25, which puts the latest quarterly print into a wider earnings upswing that...
NasdaqGS:BCRX
NasdaqGS:BCRXBiotechs

BioCryst Pharmaceuticals (BCRX) Profitability Surge Tests Bullish Growth Narratives

BioCryst Pharmaceuticals (BCRX) closed out FY 2025 with Q4 revenue of US$406.6 million and basic EPS of US$1.17, alongside net income of US$245.8 million. Trailing twelve month revenue stood at US$874.8 million and basic EPS at US$1.26. The company’s quarterly revenue moved from US$131.5 million in Q4 2024 to US$145.5 million in Q1 2025, US$163.4 million in Q2, US$159.4 million in Q3, and US$406.6 million in Q4. EPS shifted from a loss of US$0.13 in Q4 2024 to positive readings across each...
NasdaqGS:BSY
NasdaqGS:BSYSoftware

Bentley Systems (BSY) Margins At 18.5% Test Bullish Long Term Profit Narratives

Bentley Systems (BSY) has reported its FY 2025 fourth quarter with revenue of US$391.6 million and basic EPS of US$0.19, alongside trailing twelve month revenue of about US$1.5 billion and basic EPS of US$0.88. These figures frame the latest print in a wider earnings run rate. The company has seen revenue move from US$349.8 million and basic EPS of US$0.16 in Q4 2024 to US$391.6 million and US$0.19 in Q4 2025. Trailing twelve month net income reached US$277.9 million, focusing attention on...
NasdaqGS:TASK
NasdaqGS:TASKProfessional Services

TaskUs (TASK) Margin Expansion To 8.6% Tests Bearish Earnings Narrative

TaskUs earnings recap and what the numbers say about margins TaskUs (TASK) has wrapped up FY 2025 with fourth quarter revenue of US$313 million and basic EPS of US$0.33, capping a trailing twelve month run of US$1.18 billion in revenue and EPS of US$1.14. Over recent quarters, the company has seen revenue step from US$274 million in Q4 2024 to US$313 million in Q4 2025, while quarterly EPS moved from US$0.10 to US$0.33. This puts the focus on how sustainable its 8.6% trailing net margin and...
NasdaqGS:SMCI
NasdaqGS:SMCITech

Super Micro Links New AI Platform And Grid Role To Valuation Story

Super Micro Computer (NasdaqGS:SMCI) has introduced its CNode-X Solution, an enterprise AI data platform built with VAST Data and powered by NVIDIA hardware and software. The company has also run a real world test showing its AI server infrastructure can act as a virtual power plant, providing rapid demand response and grid stability. For you as an investor, this puts a spotlight on how NasdaqGS:SMCI is positioning itself in two big areas at once: scalable AI computing and energy aware data...
NasdaqGS:GLPI
NasdaqGS:GLPISpecialized REITs

A Look At Gaming And Leisure Properties (GLPI) Valuation After Senior Notes Offering And Earnings Update

Gaming and Leisure Properties (GLPI) is back in focus after pricing an $800m senior notes offering due 2036, following its recent full year 2025 earnings update and first quarter 2026 dividend declaration. See our latest analysis for Gaming and Leisure Properties. The senior notes pricing comes after a period of steady share price momentum, with a 30 day share price return of 6.60% and a 90 day gain of 11.67%. The 5 year total shareholder return of 55.05% points to a stronger long term record...
NasdaqGS:BUSE
NasdaqGS:BUSEBanks

Is Margin Pressure And Book Value Erosion Altering The Investment Case For First Busey (BUSE)?

Recent commentary on First Busey highlighted pressure on its core banking model, citing an inferior net interest margin and an expected decline in tangible book value per share, raising questions about profitability and credit quality as of February 24, 2026. An interesting takeaway is that recent incremental sales appear less profitable, suggesting operational efficiency may be as much of a concern as balance sheet strength. Next, we’ll examine how these concerns about net interest margin...
NasdaqGM:VCEL
NasdaqGM:VCELBiotechs

Vericel (VCEL) EPS Jump In Q4 2025 Tests Premium 115x P/E Narrative

Vericel (VCEL) has wrapped up FY 2025 with fourth quarter revenue of US$92.9 million and basic EPS of US$0.46, supported by trailing twelve month revenue of US$276.3 million and EPS of US$0.33. The company has seen revenue move from US$237.2 million to US$276.3 million on a trailing basis, while EPS over the same window shifted from US$0.21 to US$0.33. This sets up a story that links growing earnings with improving net profit margins. With trailing net profit margins cited at 6% versus 4.4% a...
NasdaqGS:FTAI
NasdaqGS:FTAITrade Distributors

FTAI Aviation (FTAI) Earnings Shift To US$477.5 Million TTM Profit Tests Bullish Narratives

FTAI Aviation (FTAI) closed out FY 2025 with Q4 revenue of US$662.0 million and basic EPS of US$1.09, while trailing twelve month revenue reached about US$2.5 billion with EPS of US$4.66, underscoring a full year firmly in profitable territory. The company has seen quarterly revenue move from US$498.8 million and EPS of US$0.85 in Q4 2024 to US$662.0 million and US$1.09 respectively in Q4 2025, alongside trailing twelve month net income rising from a loss of US$32.1 million in Q4 2024 to a...
NasdaqGS:ACRS
NasdaqGS:ACRSPharmaceuticals

Aclaris Therapeutics (ACRS) Halved TTM Losses Test Bearish Unprofitability Narratives

Aclaris Therapeutics FY 2025 results in focus Aclaris Therapeutics (ACRS) just closed out FY 2025 with Q4 total revenue of US$1.3 million, basic EPS of a US$0.16 loss, and net income loss excluding extra items of US$19.8 million, setting a clear tone for how the year wrapped up. The company has seen quarterly revenue move from US$9.2 million in Q4 2024 to US$1.3 million in Q4 2025, while basic EPS shifted from a US$1.01 loss to a US$0.16 loss over the same period. This gives investors a...
NYSE:GLOB
NYSE:GLOBIT

Should Globant’s (GLOB) EPS Target and Guidance Shift Its Long‑Term Profitability Narrative?

Globant released its quarterly earnings on 26 February 2026, with analysts having expected earnings per share of US$1.40 and investors closely watching for revenue trends and management guidance. This earnings event has become a focal point for understanding whether Globant’s recent revenue momentum can translate into sustained profitability and clearer visibility on future performance. We’ll now examine how anticipation around Globant’s US$1.40 expected EPS and management commentary could...
NasdaqGS:NVCR
NasdaqGS:NVCRMedical Equipment

NovoCure (NVCR) Q4 Loss Narrowing Challenges Bearish Narrative On Persistent Unprofitability

NovoCure (NVCR) closed out FY 2025 with Q4 revenue of US$174.4 million and a basic EPS loss of US$0.22, setting the tone for a year where both top line and per share results remained in focus for investors. Over the past six quarters, revenue has moved from US$155.1 million in Q3 2024 to US$174.4 million in Q4 2025, while quarterly basic EPS ranged from a loss of US$0.61 in Q4 2024 to a loss of US$0.22 in Q4 2025. This leaves the story centered on how much growth can offset ongoing pressure...
NYSE:SJM
NYSE:SJMFood

Smucker (SJM) Quarterly Loss Of US$724 Million Tests Bullish Margin Recovery Narrative

J. M. Smucker (SJM) has just posted Q3 2026 results with revenue of US$2.3 billion and a basic EPS loss of US$6.79, as net income excluding extra items came in at a loss of US$724.2 million. Over recent quarters the company has seen revenue move from US$2.1 billion in Q2 2025 to US$2.3 billion in Q3 2026, while basic EPS has swung between a loss of US$6.85 in Q4 2025 and a profit of US$2.26 in Q2 2026 before returning to a loss in the latest period. This sets up a results season in which...
NasdaqGS:NDSN
NasdaqGS:NDSNMachinery

Nordson (NDSN) Valuation Check After Earnings Beat And Raised 2026 Guidance

Nordson (NDSN) just posted first quarter earnings with sales of US$669.46 million and net income of US$133.38 million, and management raised both full year 2026 and second quarter sales guidance. See our latest analysis for Nordson. At a share price of US$292.62, Nordson has delivered a 23.13% 90 day share price return and a 41.72% 1 year total shareholder return. This suggests momentum has been building around the recent earnings beat, raised 2026 guidance and a series of upbeat analyst...