U.S. Oil and Gas Stock News

NasdaqCM:NNE
NasdaqCM:NNEElectrical

Does NANO Nuclear Energy’s New Licensing Hire Reframe Regulatory Risk In Its Story For NNE?

NANO Nuclear Energy Inc. recently appointed Michael Montecalvo as Licensing Director, bringing over 30 years of experience across the U.S. Navy, commercial nuclear industry, and the U.S. Nuclear Regulatory Commission to lead its licensing strategy and regulatory engagement. By adding a licensing leader who has worked on both sides of the regulatory table, the company is strengthening a core capability for moving its advanced nuclear products toward key milestones. We’ll now examine how...
NYSE:SRE
NYSE:SREIntegrated Utilities

Assessing Sempra (SRE) Valuation After Earnings Beat And Ongoing Analyst Optimism

Sempra (SRE) is back in focus after its latest earnings topped analyst expectations, with Q3 2025 revenue of US$3.2b and adjusted EPS of US$1.11, even as the stock trails its sector. See our latest analysis for Sempra. The share price, now at US$87.36, has slipped over the last quarter with a 6.79% 90 day share price return, even as the 1 year total shareholder return of 10.05% signals steadier long term momentum supported by dividends. If this earnings beat has you looking at other parts of...
NYSE:WK
NYSE:WKSoftware

Will Workiva’s (WK) Ex-CFO Board Hires Quietly Reframe Its Capital Allocation Priorities?

Workiva Inc. recently announced the appointment of two veteran finance leaders, former Cisco and Autodesk CFO Scott Herren and former Workday Co-President and CFO Mark Peek, as independent directors, alongside the resignation of director David Mulcahy and the elevation of Suku Radia to Lead Independent Director. The addition of these seasoned former CFOs, each with extensive experience in large-scale software and technology businesses, could meaningfully influence Workiva’s board oversight...
NasdaqGS:FSLY
NasdaqGS:FSLYIT

Is Fastly (FSLY) Pricing Look Rational After Prolonged Share Price Declines

If you are wondering whether Fastly's current share price reflects its real worth, you are not alone. This article will walk through what the numbers actually say about the stock. Fastly's shares last closed at US$8.57, with returns of a 7.4% decline over 7 days, an 18.6% decline over 30 days, a 15.9% decline year to date, a 15.3% decline over 1 year, a 13.2% decline over 3 years and a 91.6% decline over 5 years. These moves may have changed how investors think about its potential and...
NYSE:WAL
NYSE:WALBanks

Why Western Alliance (WAL) Is Up 5.9% After Stronger Earnings, Dividends And Buybacks Amid Higher Charge-Offs

Western Alliance Bancorporation’s board recently approved a quarterly cash dividend of US$0.42 per common share and a US$106.25 per share dividend on its 4.250% Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series A, alongside reporting higher fourth-quarter 2025 net interest income of US$766.2 million and net income of US$286.1 million versus the prior year. The company also completed a US$68.2 million share repurchase of 800,000 shares and absorbed higher net loan charge-offs...
NasdaqGM:QCRH
NasdaqGM:QCRHBanks

Assessing QCR Holdings (QCRH) Valuation After Earnings Growth And Share Repurchase Completion

What the latest earnings mean for QCR Holdings (QCRH) QCR Holdings (QCRH) just released full year 2025 results, showing higher net interest income and net income compared with 2024, alongside steady fourth quarter net charge offs and completion of a recent share repurchase tranche. See our latest analysis for QCR Holdings. The earnings beat, steady fourth quarter net charge offs and completion of the buyback each appear to have contributed to strong momentum, with a 30 day share price return...
NasdaqGS:UVSP
NasdaqGS:UVSPBanks

Assessing Univest Financial (UVSP) Valuation After Earnings Growth Buybacks And A Maintained Dividend

Univest Financial (UVSP) has drawn fresh attention after reporting fourth quarter and full year 2025 results, as well as confirming its quarterly dividend and updating investors on progress under a long running share repurchase program. See our latest analysis for Univest Financial. Those earnings, dividend and buyback updates sit alongside a solid run in the share price, with a 90 day share price return of 21.25% and a 1 year total shareholder return of 18.64%. This suggests momentum has...
NYSE:OBK
NYSE:OBKBanks

Origin Bancorp (OBK) Is Up 6.5% After 2025 Results, 2026 NII Guidance And Capital Return Update – Has The Bull Case Changed?

Origin Bancorp, Inc. has reported its fourth quarter and full-year 2025 results, outlined 2026 net interest income growth guidance in the mid- to high single digits, disclosed significantly lower fourth quarter net charge-offs versus the prior quarter, affirmed a US$0.15 quarterly dividend, and completed a US$27.23 million share repurchase tranche covering 2.47% of its shares. An interesting angle for investors is how the combination of improved credit costs, disciplined capital returns, and...
NasdaqGS:ACLX
NasdaqGS:ACLXBiotechs

Does D-Domain CAR T Safety Data at Tandem 2026 Change The Bull Case For Arcellx (ACLX)?

Arcellx, Inc. recently reported that a late-breaking abstract on its novel D-Domain binder in anitocabtagene autoleucel (anito-cel) was accepted for presentation at the 2026 Tandem Meetings, highlighting preclinical data showing no tonic signaling or off-target activity in BCMA-directed CAR T-cell constructs. This work positions Arcellx’s compact D-Domain binder as a potentially safer alternative to existing BCMA CAR T designs, reinforcing the importance of its co-development partnership...
NasdaqGS:OS
NasdaqGS:OSSoftware

Did IDC’s Leader Nod Just Cement OneStream’s (OS) AI Finance Edge in Investors’ Minds?

OneStream was recently recognized as a Leader in the IDC MarketScape: Worldwide Enterprise Planning, Budgeting, and Forecasting Applications 2026 Vendor Assessment, reflecting the strength of its AI-enabled Finance platform. This recognition, combined with increasingly positive analyst expectations for its upcoming earnings, reinforces OneStream’s position at the forefront of AI adoption in corporate Finance. Next, we’ll examine how IDC’s endorsement of OneStream’s AI-powered Finance...
NYSE:CAAP
NYSE:CAAPInfrastructure

Corporación América Airports (NYSE:CAAP) Valuation Check After Recent Share Price Momentum

Corporación América Airports (CAAP) has drawn investor interest after recent share price moves, with the stock closing at $28.90 and showing contrasting returns over the past week, month, and past 3 months. See our latest analysis for Corporación América Airports. That 2.34% 1 day share price gain sits within a stronger recent trend, with a 30 day share price return of 8.85% and 90 day share price return of 31.90%. The 1 year total shareholder return of 48.51% points to momentum that has...
NYSE:HHH
NYSE:HHHReal Estate

Debt Refinancing And S&P Upgrade Might Change The Case For Investing In Howard Hughes Holdings (HHH)

Howard Hughes Holdings Inc. recently completed a US$1.00 billion private placement of senior unsecured notes due 2032 and 2034, using the proceeds to redeem US$750.00 million of 5.375% notes maturing in 2028 and for general corporate purposes. This refinancing, combined with an S&P Global Ratings upgrade to B+, highlights how the company is reshaping its balance sheet and credit profile around longer-dated debt. We’ll now examine how the extension of debt maturities and the S&P upgrade...
NasdaqGS:MCRI
NasdaqGS:MCRIHospitality

Assessing Monarch Casino & Resort (MCRI) Valuation After Recent Share Price Momentum

Monarch Casino & Resort stock overview Monarch Casino & Resort (MCRI) has drawn investor attention after recent share price moves, with the stock last closing at $98.87 alongside solid trailing returns across the past year and the past 3 months. See our latest analysis for Monarch Casino & Resort. The recent 3.54% 1 day share price return and 8.02% 7 day share price return build on steadier gains over the past quarter. Over a 1 year period the total shareholder return is 16.58%, alongside a 5...
NasdaqGS:RGEN
NasdaqGS:RGENLife Sciences

How Investors May Respond To Repligen (RGEN) Winning Backing For Its AI-Driven Bioprocessing Platform

In its fourth-quarter 2025 investor letter, Baron Health Care Fund disclosed that it had added Repligen Corporation as a new portfolio holding, citing the company’s strong bioprocessing technology franchise and potential to grow recurring consumable revenues. The fund also highlighted Repligen’s use of AI for real-time drug production monitoring and its opportunity to benefit from pharmaceutical reshoring, framing these as key drivers of its long-term business opportunity. We’ll now examine...
NasdaqGS:TRIN
NasdaqGS:TRINCapital Markets

Assessing Trinity Capital (TRIN) Valuation After Q4 Guidance And Low Non Accrual Update

Trinity Capital (TRIN) is back in focus after issuing preliminary fourth quarter 2025 guidance, indicating net investment income of $0.51 to $0.53 per share and reporting that approximately 0.7% of its debt investments are on non-accrual. See our latest analysis for Trinity Capital. The preliminary guidance and low 0.7% non accrual level come as Trinity Capital’s share price sits at US$16.19, with a 30 day share price return of 5.47% and a 90 day gain of 10.89%. The 1 year total shareholder...
NasdaqGS:CRDO
NasdaqGS:CRDOSemiconductor

Assessing Credo Technology Group Holding (CRDO) Valuation After AI Growth Momentum And Blue Heron Launch

Blue Heron launch puts Credo’s AI connectivity story in focus Credo Technology Group Holding (CRDO) has introduced its Blue Heron 224G AI scale-up retimer, a multiprotocol chip built on a 3nm process to support demanding connectivity requirements inside AI data centers. The product is designed to recover 40+dB 224G links across extended cable and backplane distances using UALink, ESUN and Ethernet, giving data center operators more flexibility in how they place GPUs and switch chips. See our...
NYSE:VRTS
NYSE:VRTSCapital Markets

Virtus Investment Partners (VRTS) Margin Expansion Challenges Bearish Profitability Narratives

Virtus Investment Partners (VRTS) has wrapped up FY 2025 with Q4 revenue of US$208.0 million and basic EPS of US$5.25, alongside trailing 12 month revenue of US$852.9 million and EPS of US$20.27, setting a clear marker for its recent performance. Over the past year, the company has seen revenue shift from US$906.9 million to US$852.9 million on a trailing basis. At the same time, trailing 12 month net income moved from US$121.7 million to US$138.4 million, reflecting the mix of pressure and...
NYSE:SNAP
NYSE:SNAPInteractive Media and Services

Is Snap (SNAP) Using Buybacks and Subscriptions to Redefine Its Profit Playbook?

In early February 2026, Snap Inc. reported fourth-quarter 2025 results showing revenue of US$1,716.46 million and net income of US$45.21 million, alongside a Board-approved US$500 million Class A share repurchase program funded from existing cash. The company highlighted rapid growth in its Snapchat+ subscription base, progress toward higher margins, and plans to launch AR Specs through a dedicated hardware subsidiary while continuing to invest in AI-driven advertising. We’ll now examine how...
NYSE:MOH
NYSE:MOHHealthcare

Molina Healthcare Loss And Covenant Shift Put Contract Risks In Focus

Molina Healthcare (NYSE:MOH) reported a large quarterly loss, citing sustained margin pressures and retroactive premium adjustments tied to its California Medicaid business. The company recorded a US$93 million impairment to intangible assets, pointing to financial strain in parts of its portfolio. Molina issued weak guidance for 2026 and significantly revised its credit agreement, including a temporary relaxation of its interest coverage covenant. Molina Healthcare focuses on government...
NYSE:JPM
NYSE:JPMBanks

Why JPMorgan (JPM) Is Up 5.4% After Boosting Banker Bonuses Over 20% And What's Next

In early February 2026, reports indicated that JPMorgan Chase significantly increased bonus pools for bankers and traders after a strong year in dealmaking and market activity, with some top performers receiving raises of over 20%. The decision highlights how robust investment banking and trading revenues are feeding directly into compensation, raising questions about future cost discipline and profitability trade-offs as the firm leans more on performance-based pay. With JPMorgan Chase...
NYSE:VAL
NYSE:VALEnergy Services

Is It Too Late To Consider Valaris (VAL) After Its Recent Share Price Run

If you are wondering whether Valaris is still good value after its recent run, the starting point is understanding how the current share price lines up against a few different valuation yardsticks. The stock last closed at US$62.41, with returns of 8.1% over the past week, 21.5% over the past month, 19.7% year to date and 36.1% over the past year, while the 3 year return sits at a 20.7% decline. Recent trading activity has kept Valaris on the radar of investors who follow offshore drilling...
NasdaqGS:NTRS
NasdaqGS:NTRSCapital Markets

Is Strong Q4 Profitability Guidance Altering The Investment Case For Northern Trust (NTRS)?

Northern Trust recently reported strong fourth-quarter 2025 results, with higher pre-tax pre-provision income, lower provisions, and revenue above market forecasts, and raised its medium-term pre-tax margin and return-on-equity targets to reflect greater confidence in its profitability profile. At the same time, the firm highlighted momentum in fee-based businesses and effective expense management, reinforcing how its operating model can support improved efficiency and returns over...
NYSE:NGL
NYSE:NGLOil and Gas

Is Nuclear-Powered Water Treatment Transforming the Investment Case For NGL Energy Partners (NGL)?

NGL Energy Partners LP recently reported its third-quarter and nine-month results to December 31, 2025, showing higher net income despite lower revenue and highlighting record performance in its Water Solutions segment. A separate announcement from Natura Resources LLC revealed a collaboration with NGL to pair molten-salt nuclear reactor technology with produced water treatment and desalination, underscoring NGL’s push to turn produced water into a long-term infrastructure business. We’ll...
NasdaqGS:MDGL
NasdaqGS:MDGLBiotechs

A Look At Madrigal Pharmaceuticals (MDGL) Valuation After Recent Share Price Move

Why Madrigal Pharmaceuticals Is On Investors’ Radar Madrigal Pharmaceuticals (MDGL) has drawn attention after a recent move in its share price, with the stock up 3.1% over the past day but showing weaker returns over the past month. See our latest analysis for Madrigal Pharmaceuticals. The 3.1% one-day share price gain comes after weaker recent momentum, with a 30-day share price return of a 14.9% decline and a year-to-date share price return of a 19.6% decline. However, the 1-year total...