U.S. Oil and Gas Stock News

NYSE:BCO
NYSE:BCOCommercial Services

Should Brink's Q3 Brink's Business System Progress Require Action From Brink's (BCO) Investors?

Brink's recently reported a mixed Q3, with revenue guidance coming in slightly ahead of analysts' expectations and earnings per share broadly matching estimates. The company highlighted accelerated growth in its AMS and DRS segments, as customer conversions and new portfolio additions supported its Brink's Business System transformation, which is improving margins and cash generation. We will now examine how Brink's focus on the Brink's Business System transformation shapes the company’s...
NYSE:ORI
NYSE:ORIInsurance

A Look At Old Republic International (ORI) Valuation After Recent Short-Term Share Price Strength

What stands out about Old Republic International right now Old Republic International (ORI) has drawn fresh attention after its recent share performance, with a 1 day return of 1% and a 7 day gain of 6.6% contrasting with a small decline over the past month. See our latest analysis for Old Republic International. That short burst of share price strength sits against a more mixed backdrop, with a modest 90 day share price return of 1.2% and a much stronger 1 year total shareholder return of...
NasdaqGS:ATEC
NasdaqGS:ATECMedical Equipment

Is Alphatec (ATEC) Turning Spine Surgery Tech Differentiation Into a Durable Investment Edge?

In recent weeks, analysts have reiterated positive views on Alphatec Holdings, highlighting its advanced spinal disorder treatment platforms such as Alpha InformatiX and Valence. This renewed focus on Alphatec’s spine surgery technologies underscores how differentiated surgical tools and data-driven systems can influence perceptions within medical technology. Next, we’ll examine how this upbeat analyst sentiment around Alphatec’s spinal surgery innovation shapes the company’s broader...
NYSE:CQP
NYSE:CQPOil and Gas

A Look At Cheniere Energy Partners (CQP) Valuation After New LNG Expansion Filing

Why Cheniere Energy Partners (CQP) is back on investor radar Cheniere Energy Partners (CQP) is drawing fresh attention after its parent company filed with US regulators to add new liquefied natural gas processing units at the Corpus Christi site in Texas. For income focused holders, that expansion plan follows a recently declared cash distribution of $0.830 per common unit, split between a $0.775 base payment and a $0.055 variable component. See our latest analysis for Cheniere Energy...
NasdaqGM:HROW
NasdaqGM:HROWPharmaceuticals

Is Harrow’s (HROW) Reaffirmed 2025 Guidance Quietly Redefining Its Ophthalmic Growth Strategy?

Harrow, Inc. recently promoted Patrick W. Sullivan to Chief Commercial Officer and reaffirmed its full-year 2025 revenue guidance of US$270 million to US$280 million, underscoring continuity in its commercial leadership and financial outlook. The combination of Sullivan’s long-standing commercial experience across major pharmaceutical companies and Harrow’s confirmed revenue targets highlights the company’s focus on execution in its ophthalmic portfolio. We’ll now look at how Harrow’s...
NYSE:ONON
NYSE:ONONLuxury

Assessing On Holding (NYSE:ONON) Valuation After CFO Appointment And Upgraded Growth Outlook

New CFO appointment puts leadership in focus On Holding (NYSE:ONON) is back in the spotlight after naming seasoned finance executive Frank Sluis as its next Chief Financial Officer, a leadership shift that has drawn fresh attention from investors. Sluis is set to join on May 1, 2026, succeeding CEO Martin Hoffmann, who has been handling both the chief executive and finance roles. Hoffmann plans to oversee the finance team until the transition is complete to support continuity. See our latest...
NYSE:NATL
NYSE:NATLDiversified Financial

Assessing NCR Atleos (NATL) Valuation After Heart Of England Co Operative Partnership Renewal

Why the Heart of England Co-operative renewal matters for NCR Atleos stock NCR Atleos (NATL) is back in focus after renewing its long-running agreement with Heart of England Co-operative. The renewal includes a five-year extension and a full upgrade of the retailer’s 35-site ATM network. See our latest analysis for NCR Atleos. Those headlines come alongside solid recent momentum, with a 1-day share price return of 4.91% taking NCR Atleos to $40.17 and a 90-day share price return of 12.77%,...
NasdaqGS:CAKE
NasdaqGS:CAKEHospitality

Is It Too Late To Consider Cheesecake Factory (CAKE) After Strong Share Price Gains?

If you are wondering whether Cheesecake Factory shares are offering fair value or a potential bargain right now, the key is to look past the brand and focus on what the numbers are actually saying. The stock recently closed at US$63.25, with returns of 9.1% over 7 days, 13.7% over 30 days, 19.8% year to date and 21.1% over 1 year, plus 81.6% over 3 years and 40.4% over 5 years, which naturally raises questions about what is already priced in. Recent coverage around Cheesecake Factory has...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Broadcom (AVGO) Valuation Check As AI Capex Surge And Wi‑Fi 8 Launch Spotlight Growth Story

Recent spending plans from Alphabet and Amazon for AI infrastructure, along with Broadcom (AVGO) launching its Wi‑Fi 8 platform for AI heavy enterprise networks, have pushed the chipmaker back into the center of the AI buildout story. See our latest analysis for Broadcom. Despite some sharp swings around sector wide selloffs and export headwinds, investors have kept Broadcom firmly tied to the AI infrastructure story. Recent AI capex announcements from Alphabet and Amazon have helped the...
NYSE:BLCO
NYSE:BLCOMedical Equipment

Reassessing Bausch + Lomb (NYSE:BLCO) Valuation After Recent Share Price Momentum

Why Bausch + Lomb (NYSE:BLCO) is Back on Investor Radar Bausch + Lomb (NYSE:BLCO) has drawn fresh attention after recent trading left the shares at about $17.00. This has prompted investors to reassess the eye health company’s valuation and recent performance. See our latest analysis for Bausch + Lomb. The recent 3.6% 1 day share price return and 9.3% 90 day share price return suggest interest is picking up again, even though the 1 month share price return of 2.3% and 1 year total shareholder...
NasdaqGS:PCAR
NasdaqGS:PCARMachinery

Will Strong Parts and Finance Offset Weaker Truck Sales and Change PACCAR's (PCAR) Narrative?

PACCAR Inc recently reported fourth-quarter 2025 results, with sales of US$6,252.1 million and net income of US$556.9 million, both lower than a year earlier but still ahead of analyst expectations. Record contributions from PACCAR Parts and PACCAR Financial Services helped cushion weaker truck segment revenue, highlighting the company’s growing earnings balance between cyclical and more resilient businesses. We’ll now examine how PACCAR’s better-than-expected earnings, powered by Parts and...
NasdaqGS:IPAR
NasdaqGS:IPARPersonal Products

Is Interparfums' New Nautica, David Beckham and GUESS Licenses Altering The Investment Case For IPAR?

In late January 2026, Interparfums, Inc. announced exclusive long-term worldwide fragrance license agreements with Nautica and David Beckham, and extended its GUESS partnership through 2048, assuming full global responsibility for each brand’s fragrance portfolio over time. The company also indicated that annual sales of the Nautica fragrance portfolio alone are expected to exceed US$70,000,000 in its initial years under Interparfums’ management, underscoring the scale of these licensing...
NYSE:ABR
NYSE:ABRMortgage REITs

Fitch Rating Upgrade Puts Focus On Arbor Realty Trust Valuation Potential

Fitch upgraded Arbor Realty Trust's Commercial Special Servicer Rating after reviewing the company's platform and recent changes. The agency also affirmed Arbor's Commercial Primary Servicer Rating, citing technology improvements and asset management expertise. The action reflects external recognition of Arbor's servicing capabilities and operating approach. For investors watching NYSE:ABR at a share price of $7.8, the Fitch move adds another data point to consider alongside the stock's...
NYSE:EPAM
NYSE:EPAMIT

Can EPAM (EPAM) Turn National Geographic’s Museum Partnership Into a Scalable Experience-Design Advantage?

In January 2026, the National Geographic Society announced a multi-year partnership naming EPAM Systems its preferred digital transformation partner to modernize infrastructure and create EPAM-powered interactive ecosystems at the National Geographic Museum of Exploration. Beyond philanthropy, the collaboration blends National Geographic’s storytelling heritage with EPAM’s AI and experience-design capabilities, feeding directly into solutions the company delivers for its broader enterprise...
NasdaqGS:TW
NasdaqGS:TWCapital Markets

Tradeweb Markets (TW) Net Margin Strength Challenges Bearish Growth Narrative

Tradeweb Markets (TW) has wrapped up FY 2025 with fourth quarter revenue of US$520.8 million and basic EPS of US$1.52, capping a year where trailing twelve month revenue reached about US$2.1 billion and EPS came in at US$3.83. Over the past year, revenue has moved from US$1.72 billion to about US$2.1 billion on a trailing basis while basic EPS has climbed from US$2.35 to US$3.83, so the latest print sits on top of a steadily higher earnings run rate. With net income and margins running firmly...
NasdaqGM:OCUL
NasdaqGM:OCULPharmaceuticals

Ocular Therapeutix (OCUL) Widening TTM Losses Reinforce Bearish Narratives Despite Revenue Growth Hopes

Ocular Therapeutix (OCUL) has released its FY 2025 results, reporting Q4 revenue of US$13.25 million, basic EPS of a US$0.29 loss, and net income excluding extra items of a US$64.65 million loss. On a trailing 12-month basis, revenue was US$51.95 million, with basic EPS of a US$1.42 loss and net income excluding extra items of a US$265.94 million loss. Over the last six reported quarters, the company’s quarterly revenue has ranged from US$10.70 million to US$17.08 million, while basic EPS has...
NasdaqGM:KOD
NasdaqGM:KODBiotechs

Kodiak Sciences (KOD) Valuation Check After Positive APEX Phase 1b Macular Edema Results

Kodiak Sciences (KOD) is back in focus after announcing it will share first-time, end-of-study Phase 1b APEX data in macular edema at the Angiogenesis, Exudation, and Degeneration 2026 conference. See our latest analysis for Kodiak Sciences. The APEX data update comes after a sharp 1 day share price return of 9.66%, though the 30 day share price return of a 14.89% decline contrasts with a 30.69% gain over 90 days and a very large 1 year total shareholder return. If Kodiak Sciences has you...
NYSE:VIK
NYSE:VIKHospitality

Assessing Viking Holdings (VIK) Valuation After Recent Share Price Momentum

Why Viking Holdings Is On Investors’ Radar Now Viking Holdings (VIK) has drawn attention after a stretch of strong share price momentum, with the stock up around 6% over the past week and roughly 32% in the past 3 months. For investors, that recent move, combined with positive annual revenue and net income growth and a current share price of US$76.99, raises questions about how the business fundamentals line up with the latest trading action. See our latest analysis for Viking Holdings. That...
NYSE:NMM
NYSE:NMMShipping

Is Navios Maritime Partners (NMM) Still Attractive After Strong 12‑Month Rally?

If you are wondering whether Navios Maritime Partners is still good value after its recent run, you are in the right place. This article will focus squarely on what the current price might imply about the stock. The units most recently closed at US$60.22, with returns of 0.7% over 7 days, 8.6% over 30 days, 17.2% year to date and 41.2% over the last year, so many holders may be asking whether the current price already reflects these gains. Recent news around Navios Maritime Partners has...
NYSE:HAE
NYSE:HAEMedical Equipment

Haemonetics (HAE) Margin Strength In Q3 2026 Reinforces Earnings Led Bullish Narratives

Haemonetics (HAE) has just posted its Q3 2026 numbers, reporting revenue of US$339 million and basic EPS of US$0.96, compared with trailing twelve month EPS of US$3.66 and net income of US$175 million. The company’s quarterly revenue has moved from US$330.6 million in Q4 2025 to US$338.0 million in Q3 2026, while basic EPS has ranged from US$0.71 in Q1 2026 to US$0.96 in the latest quarter. This gives investors a clearer view of how recent earnings relate to its trailing profitability. With...
NYSE:TE
NYSE:TEElectrical

How Investors May Respond To T1 Energy (TE) Sudden Chief Accounting Officer Change

T1 Energy Inc. recently disclosed that the employment of Denise Cruz, SVP, Chief Accounting Officer and Corporate Controller, ended effective February 5, 2026, and that Tom Mahrer, a seasoned energy-sector finance professional, was appointed to the role the same day. The abrupt transition in a core financial oversight position places fresh emphasis on T1 Energy’s accounting governance, disclosure quality, and internal controls. Against this backdrop, we’ll examine how the sudden change in...
NasdaqGS:KLIC
NasdaqGS:KLICSemiconductor

Kulicke and Soffa Industries (KLIC) Is Up 23.7% After Strong Q2 Guidance and Buybacks - What's Changed

Kulicke and Soffa Industries recently reported fiscal first-quarter 2026 results, with net sales of US$199.63 million and GAAP diluted EPS of US$0.32, and also completed a share repurchase program totaling 1,954,177 shares for US$72.87 million announced in November 2024. The company paired this performance with guidance for second-quarter 2026 revenue of about US$230 million and positive GAAP and non-GAAP EPS, highlighting ongoing customer demand for its semiconductor production and advanced...
NYSE:RGA
NYSE:RGAInsurance

RGA (RGA) Earnings Growth Of 64.9% Tests Valuation And Margin Narratives

Reinsurance Group of America (RGA) closed out FY 2025 with fourth quarter revenue of US$6.6b and basic EPS of US$7.06, capping a trailing twelve month period where EPS reached US$17.94 on revenue of US$23.7b. Over the past year, the company has seen revenue move from US$22.1b to US$23.7b on a trailing basis, while net income excluding extra items shifted from US$717m to US$1.2b. This sets up a picture of earnings growth that sits alongside a trailing net margin of 5% and a market price of...
NasdaqGS:CHRW
NasdaqGS:CHRWLogistics

Assessing C.H. Robinson (CHRW) Valuation After an Earnings Beat And AI Efficiency Push

C.H. Robinson Worldwide (CHRW) is back in focus after its latest quarter, where adjusted earnings per share came in ahead of expectations despite pressure in freight and ocean shipping markets. See our latest analysis for C.H. Robinson Worldwide. The strong quarter and regular dividend declaration have come alongside a sharp re-rating, with a 20.3% 1 month share price return and a 112.2% 1 year total shareholder return signaling powerful momentum rather than a short term bounce. If this...