U.S. Oil and Gas Stock News

NYSE:AXS
NYSE:AXSInsurance

Has AXIS Capital (AXS) Become More Attractive After Recent Insurance Sector Focus?

Investors may be wondering whether AXIS Capital Holdings, at around US$106.53, offers good value right now or whether most of the potential upside has already been priced in. The stock has recorded returns of 3.2% over the last week and 3.2% over the last month, with year-to-date returns of 2.2% and a 1 year return of 16.1%. The 3 year and 5 year returns are 83.1% and 142.0% respectively. Recent news coverage has focused on AXIS Capital Holdings as a major player in the insurance space...
NYSE:HWM
NYSE:HWMAerospace & Defense

A Look At Howmet Aerospace (HWM) Valuation After Earnings Beat And Upgraded Guidance

Howmet Aerospace (HWM) is back on investors’ radar after its latest earnings topped expectations and management lifted full year guidance, with commercial aerospace engine components and fasteners playing a central role. See our latest analysis for Howmet Aerospace. That upbeat earnings report and guidance upgrade came on top of a sharp 6.45% 1 day share price return, contributing to steady gains over the past quarter and a very large five year total shareholder return. If this earnings move...
NYSE:OKE
NYSE:OKEOil and Gas

Does ONEOK’s New Directors and Higher Dividend Signal a Shift in Capital Priorities for OKE?

In late January 2026, ONEOK’s board added two independent directors, former Weatherford CEO Mark A. McCollum and Mountaintop Consulting CEO Precious Williams Owodunni, assigning them to key audit, compensation and governance committees. The appointments bring deep energy, finance and governance expertise to ONEOK’s board at the same time the company is increasing its quarterly dividend to US$1.07 per share. With the dividend increase as a focal point, we’ll examine how these developments...
NYSEAM:IE
NYSEAM:IEMetals and Mining

Ivanhoe Electric Links Chile Copper Search With US Supply Chain Plans

Ivanhoe Electric (NYSEAM:IE) signed a collaboration and exploration agreement with Chilean miner SQM to search for copper across more than 2,000 km2 in northern Chile. The company is using its geophysical technologies in this program, which could lead to joint venture opportunities on any future deposits that are identified. Ivanhoe Electric took part in a White House event launching a US$12b US minerals stockpile initiative that includes a US$825m Export Import Bank letter of interest for...
NasdaqGS:TCOM
NasdaqGS:TCOMHospitality

Tripcom Group Faces Antitrust Probe As Valuation And Risks Diverge

Trip.com Group (NasdaqGS:TCOM) is being investigated by China's State Administration for Market Regulation over potential antitrust violations. Following this regulatory move, several law firms have launched shareholder investigations and are exploring potential class action lawsuits. The developments focus on possible impacts to the company's business practices, legal exposure, and investor interests. For investors watching Trip.com Group at a share price of $59.4, this regulatory...
NYSE:SEI
NYSE:SEIEnergy Services

Is Solaris Energy Infrastructure (SEI) Quietly Recasting Itself as a Data Center Power Platform?

Solaris Energy Infrastructure has already reshaped its business by acquiring Mobile Energy Rentals in 2024 and building its Power Solutions segment around high-margin, contracted mobile turbine leases, including a major deal with AI data center operator xAI. This shift effectively turns Solaris from a niche oilfield logistics player into a recurring-revenue distributed power provider with significant exposure to fast-growing data center power demand. Next, we’ll examine how this pivot toward...
NasdaqGS:PEP
NasdaqGS:PEPBeverage

Is PepsiCo (PEP) Pricing Look Attractive After Strong Recent Share Price Performance?

If you are wondering whether PepsiCo at around US$170.49 is offering fair value or a stretch price, starting with a clear look at the numbers can help you frame that question. The stock has posted returns of 11.0% over the past 7 days, 24.4% over 30 days, 19.9% year to date, 22.6% over 1 year and 6.8% and 48.6% over 3 and 5 years respectively. This gives you a recent performance backdrop before you think about what you are paying today. Recent news coverage around PepsiCo has focused on its...
NYSE:CAH
NYSE:CAHHealthcare

Cardinal Health (CAH) Q2 Earnings Strengthen Bullish Narrative On 26.7% TTM EPS Growth

Cardinal Health (CAH) just posted its Q2 2026 numbers, with revenue of about US$65.6b, basic EPS of US$1.98 and net income excluding extra items of US$467m setting the tone for the latest update. Over the last few quarters the company has seen revenue move from US$55.3b in Q2 2025 to US$60.2b in Q4 2025, US$64.0b in Q1 2026 and now US$65.6b in Q2 2026. Basic EPS stepped through US$1.65, US$1.00, US$1.89 and US$1.98 over the same periods, which feeds into trailing twelve month EPS of US$6.97...
NasdaqGS:COLM
NasdaqGS:COLMLuxury

Columbia Sportswear (COLM) Valuation Check After Earnings Beat And Upbeat 2026 Growth Guidance

Columbia Sportswear (COLM) is back in focus after its latest quarterly update, where earnings and profitability came in ahead of Wall Street estimates and 2026 guidance pointed to growth in both net sales and earnings. See our latest analysis for Columbia Sportswear. The earnings beat and upbeat 2026 guidance helped spark a sharp shift in sentiment, with a 1 day share price return of 3.27% and a 90 day share price return of 22.06%. However, the 1 year total shareholder return is still...
NYSE:IVT
NYSE:IVTRetail REITs

A Look At InvenTrust Properties (IVT) Valuation After Recent Share Price Momentum

InvenTrust Properties (IVT) has drawn fresh attention after recent trading, with the share price last closing at US$30.42. For investors, the focus now is how this essential retail REIT’s fundamentals line up with that price. See our latest analysis for InvenTrust Properties. While InvenTrust’s share price slipped 0.78% over the last session to US$30.42, the 30 day share price return of 5.44% and 90 day gain of 10.62% suggest momentum has been building on top of a 5 year total shareholder...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Berkshire Hathaway (BRK.A) Is Up 5.5% After Greg Abel Begins Redeploying Buffett-Era Cash Hoard

Berkshire Hathaway has entered a new era as Warren Buffett stepped down as CEO at the end of 2025, with Greg Abel taking the helm and moving to reshape the conglomerate’s portfolio, including plans to sell its long-held stake in Kraft Heinz. This leadership handover coincides with Berkshire controlling more than US$380 billion in cash and seeing its investments in five Japanese trading houses grow to a value approaching US$40 billion, giving Abel significant financial room to recalibrate the...
NasdaqGS:BIDU
NasdaqGS:BIDUInteractive Media and Services

Should Baidu’s New Dividend And US$5 Billion Buyback Plan Require Action From BIDU Investors?

Baidu’s board has approved its first-ever dividend policy and a new share repurchase program of up to US$5.00 billion, effective through December 31, 2028, marking a shift toward recurring capital returns funded by operating profits, potential non-core asset disposals and other investment income. This move brings Baidu’s capital allocation closer to peers such as Alibaba and Tencent while the company continues to invest heavily in AI, including its Ernie assistant and the planned Hong Kong...
NYSE:FHI
NYSE:FHICapital Markets

Is Federated Hermes (FHI) Pricing Reflect Its Strong Multi Year Returns And Low P/E Ratio

If you are looking at Federated Hermes and wondering whether the current share price lines up with its underlying worth, this article is designed to walk you through that question step by step. The stock recently closed at US$52.12, with returns of a 2.2% decline over 7 days, a 0.9% decline over 30 days, a 0.5% decline year to date, and gains of 38.3% over 1 year, 48.3% over 3 years, and 123.8% over 5 years, which may have caught the eye of investors reassessing risk and return. Recent...
NYSE:UTI
NYSE:UTIConsumer Services

Universal Technical Institute Expands Trade And Healthcare Campuses As Growth Test

Universal Technical Institute (NYSE:UTI) is expanding its U.S. footprint with new campuses in Atlanta and San Antonio. The San Antonio location is planned as the company’s first campus focused exclusively on skilled trades. UTI is also adding a new healthcare facility in Phoenix and planning more than 20 new programs for 2026. The expansion is aimed at addressing ongoing skilled labor and healthcare worker shortages across the country. Universal Technical Institute, listed on the NYSE under...
NYSE:HG
NYSE:HGInsurance

Hamilton Insurance Group Governance Move As Compliance And Valuation Come Into Focus

Hamilton Insurance Group (NYSE:HG) has appointed Moussa Thiam as Group Head of Compliance. The promotion reflects the insurer's focus on governance and regulatory oversight as a public company. The role covers compliance across Hamilton's global operations and multiple regulatory regimes. For investors tracking NYSE:HG, this move comes as the stock trades at $29.7, with a 1 year return of 57.2%. Shares are also showing shorter term strength, with returns of 7.0% over the past week and 12.0%...
NasdaqCM:EXAS
NasdaqCM:EXASBiotechs

Assessing Exact Sciences (EXAS) Valuation After Oncotype DX Reaches 2 Million Patients

What the Oncotype DX milestone means for Exact Sciences (EXAS) investors Exact Sciences (EXAS) is back in focus after announcing that its Oncotype DX Breast Recurrence Score test has now guided treatment decisions for more than 2 million breast cancer patients worldwide. For you as an investor, this milestone highlights growing clinical use, long-running evidence behind the assay, and its role in treatment decision support. All of these factors feed directly into perceptions of the company’s...
BATS:CBOE
BATS:CBOECapital Markets

Cboe Global Markets (CBOE) Margin Improvement Challenges Cautious Earnings Narratives

Cboe Global Markets (CBOE) closed FY 2025 with Q4 revenue of US$1.2b and basic EPS of US$2.99, setting the tone for a year where trailing twelve month revenue reached US$4.7b and EPS came in at US$10.46. The company has seen revenue move from US$4.1b and EPS of US$7.24 on a trailing basis at the end of 2024 to US$4.7b and EPS of US$10.46 by Q4 2025, framing a set of results where stronger earnings sit alongside improved profitability ratios and provide investors with a clearer view of...
NYSE:FERG
NYSE:FERGTrade Distributors

Assessing Ferguson (FERG) Valuation After Dividend Increase And Moore Supply Acquisition

Recent comments from Ferguson Enterprises (FERG) CEO Kevin Murphy put the focus on execution in a tougher market, with a 7% dividend increase and the Moore Supply Company acquisition drawing fresh attention to the stock. See our latest analysis for Ferguson Enterprises. The recent 18.43% 1 month share price return and 16.77% year to date share price return to $262.76 suggest momentum has picked up again. The 50.79% 1 year and 91.88% 3 year total shareholder returns show longer term investors...
NYSE:FIGS
NYSE:FIGSLuxury

FIGS Olympic Push With Lindsey Vonn Tests Premium Valuation Narrative

FIGS (NYSE:FIGS) has partnered with Olympic skier Lindsey Vonn ahead of the 2026 Winter Olympics. The company introduced a limited edition FIGS x Team USA collection designed for medical professionals. FIGS extended its collaboration with the US Olympic & Paralympic Committee through the LA 2028 Games. At a share price of $10.74, FIGS is drawing fresh attention as it aligns its healthcare apparel brand with one of the highest profile global sporting events. The stock has returned 101.9%...
NasdaqGS:MDLN
NasdaqGS:MDLNMedical Equipment

Evaluating Medline (MDLN) After Recent Share Price Momentum And A 31.1x P/E Multiple

Medline triggered by recent share performance Medline (MDLN) has drawn fresh interest after a recent daily move of 2.38%, building on a 7% gain over the past week and about 17% return over the past month. See our latest analysis for Medline. That recent 16.99% 1 month share price return and 16.45% year to date share price return, with the stock now at $47.30, points to momentum building rather than fading as investors react to Medline’s growth and earnings profile. If Medline’s move has you...
NYSE:ASAN
NYSE:ASANSoftware

Is It Time To Reassess Asana (ASAN) After Its Sharp Share Price Slide

If you are wondering whether Asana’s share price now reflects its true worth or if the market has gone too far, you are not alone. The stock last closed at US$8.76 and has seen a 14.5% decline over the past week, a 35.3% decline over the past month, and a 59.9% decline over the past year, with longer term 3 year and 5 year returns of 39.5% and 78.9% declines. Recent headlines around Asana have kept attention on how the company is positioned in the work management software space and on how...
NasdaqGS:APLS
NasdaqGS:APLSBiotechs

Broad S&P Index Inclusion Might Change The Case For Investing In Apellis Pharmaceuticals (APLS)

In late January 2026, Apellis Pharmaceuticals, Inc. was added to several S&P indices, including the S&P 1000, S&P 600, S&P Composite 1500, and the S&P 600 Health Care sector. This broad index inclusion meaningfully raises Apellis Pharmaceuticals’ profile among institutional investors and index-tracking funds, potentially reshaping its shareholder base and trading characteristics. We will explore how Apellis Pharmaceuticals’ addition to multiple S&P indices could influence its investment...
NYSE:JOE
NYSE:JOEReal Estate

A Look At St. Joe (JOE) Valuation As Fairholme Trims Its Highly Concentrated Position

Fairholme Fund’s latest N-PORT filing shows it trimmed its stake in St. Joe (JOE) by 104,100 shares, yet the stock still represents 87.04% of the portfolio. This raises questions about concentration and risk. See our latest analysis for St. Joe. At a share price of $68.56, St. Joe has seen a 10.99% 1 month share price return and a 17.16% 3 month share price return, while its 1 year total shareholder return stands at 48.10%, suggesting momentum has been building even as Fairholme trims its...
NasdaqGS:TBLA
NasdaqGS:TBLAInteractive Media and Services

Taboola (TBLA) Valuation Check After Prolonged Share Price Weakness And High P/E Multiple

Recent performance and key financial context Taboola.com (TBLA) has been under pressure recently, with the share price at US$3.60 after a 1 day return of negative 0.8%, a month return of negative 15.7% and a past 3 months return of negative 5%. Over the past year, the stock shows a total return of negative 8.6%, while the year to date move is negative 18.7%. Longer term, the reported 3 year total return is negative 9.1% and the 5 year total return is negative 72.4%. The company reports annual...