U.S. Oil and Gas Stock News

HSBC’s decision to exit Australian retail banking and sell a roughly A$36b mortgage book to Blackstone puts alternative asset managers firmly in the spotlight. Large pools of loans are shifting out of traditional banks and into specialist investment platforms, which can reshape risk, fees, and income profiles for listed stocks. For investors, that raises the question of which companies might gain from this transfer of assets and servicing relationships, and which might face headwinds. This...

Regulatory headlines around the Department of Justice and corporate taxation can quickly shift how investors view risk, especially for financials and healthcare stocks that sit closest to the policy crossfire. With Todd Blanche’s nomination as U.S. Attorney General facing delays and fresh scrutiny on the DOJ’s approach to settlements, some companies look more exposed to these twists than others. This article focuses on 3 stocks from our Regulatory-Sensitive Sectors screener that appear...

Terex stock has delivered a solid 34.1% total return over the past five years, yet the current valuation screens as leaning expensive on market multiples and only mixed on broader value checks. Over five years Terex has returned 34.1%, which suggests shareholders have been rewarded but not with runaway gains. Recent company updates and dividend decisions can support confidence in the business, while any shift in demand for construction and industrial equipment may weigh on the earnings that...

The Morning Bull - US Market Morning Update Friday, Jul, 31 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.3% and Nasdaq 100 futures gaining roughly 0.5%. The key driver is inflation. The US PCE price index for June is expected to edge down 0.1% month on month, while the core measure is seen up 0.2%. That suggests the cost of living is easing but still above the Federal Reserve’s 2% target. At the same time, US Q2 GDP is projected at 2.1%...

Horizon Bancorp (HBNC) is back in focus after its second quarter 2026 update, which reported higher net interest income and net income along with an increase in net charge offs compared with a year earlier. See our latest analysis for Horizon Bancorp. At a share price of $20.58, Horizon Bancorp has seen short term momentum build with a 7 day share price return of 2.64% and a 90 day share price return of 12.34%. The 1 year total shareholder return of 37.87% and 3 year total shareholder return...

Boston Scientific stock barely flinched after earnings, slipping only 0.1% and leaving shares roughly flat over the past week and month despite a sharp 18.6% decline over the last 90 days. The market is treating this quarter as business as usual. The numbers suggest something more important is happening inside the income statement. The core story this quarter is margins. Adjusted gross margin reached 70.3% and adjusted operating margin hit 28.4%, both higher than a year ago, while trailing...

Automatic Data Processing investors came into this report sitting on a smooth run, with the stock up over the past month, only to see the share price drop about 3.5% on the day. That pullback jars with a headline earnings story built on profit strength. Adjusted earnings per share for the quarter and year moved ahead, and net profit margin for the last 12 months stood at about 20.1%. The market is reacting to a rich valuation and slower projected growth. The core question now is whether that...

Nextpower (NXT) drew fresh attention on July 30 after raising its fiscal 2027 outlook, tightening guidance to US$4.1b to US$4.4b in revenue and US$540m to US$573m in GAAP net income. See our latest analysis for Nextpower. Nextpower's raised fiscal 2027 guidance arrived after a mixed share price run, with the stock up 4.56% on the day to US$96.90 but down 16.57% on a 30 day share price return and 19.20% over 90 days. At the same time, the 1 year total shareholder return of 71.29% and 3 year...

Ryerson Holding just saw its stock drop almost 7% in a day, yet the headline from this quarter is not collapse. The steel distributor put up roughly US$2.0b in Q2 revenue and moved back into the black with basic earnings per share of US$0.30. For a company that has been unprofitable over the last twelve months, that shift in quarterly earnings power is the real story investors now need to weigh against the sharp price reaction. Love that Ryerson Holding is back to positive earnings in the...

Regency Centers (REG) just released its second quarter 2026 results, giving investors fresh data on sales, revenue and net income, and it also slightly raised its full year earnings guidance for shareholders. See our latest analysis for Regency Centers. Regency Centers shares trade at $80.36, with the 90 day share price return of 2.17% and year to date share price return of 18.25%. If Regency Centers has you looking at income oriented real estate, it can also be a good time to widen your...

Strategic Education stock came into this print on a steady run, with mid single digit gains over the past month, only to slip about 3% as investors reacted to the latest numbers. The headline is simple: quarterly earnings power and margins looked firm while the share price moved the other way. Revenue for the quarter landed at about US$337.3m and basic earnings per share came in at US$1.74. Trailing twelve month earnings per share reached US$6.13. With the stock around US$85, the market is...

Generac Holdings stock slipped about 2% on the day, yet the earnings print looked more like a company pressing its advantage than one losing steam. The power equipment specialist posted Q2 revenue of US$1.17b and basic earnings per share of US$2.44, backed by a 24.8% adjusted EBITDA margin helped by tariff refunds. The real story for you is the cash and capacity behind those numbers, with management leaning into large commercial and data center demand while keeping leverage around 1.5x. The...

Medtronic led a $37m Series C funding round for CoreMap, a company developing an atrial fibrillation mapping and ablation system. The funding is intended to support further development and commercialization of CoreMap's AF mapping technology. The move expands Medtronic's involvement in cardiac arrhythmia treatment solutions and electrophysiology tools. Medtronic, NYSE:MDT, is adding fresh product pipeline news to the story investors have been watching around its cardiac portfolio. The stock...

Norwegian Cruise Line Holdings stock has had a tough year, with a falling share price sitting alongside valuation checks that suggest the company screens as somewhat cheap on earnings-based measures but not as an outright bargain overall. Over the last 12 months, the share price has declined 26.8%, which means recent holders have taken a clear hit even before considering any change in fundamentals. The recent earnings update, with cost action and softer demand in the mix, can support the...

Tyler Technologies just delivered a quarter that appears stronger than the stock price suggests. The shares fell about 3% to US$323.31 after the Q2 release, even as software as a service revenue grew 21.7% year over year and total revenue reached US$645.1m. The story the market is trading on today is short term emotion, while the story in the numbers is the impact of recurring SaaS growth beginning to scale through the model. Is Tyler Technologies actually on sale at US$323, or is the...

In the past quarter, Gaming and Leisure Properties, Inc. reported second-quarter 2026 results showing sales of US$370.04 million and revenue of US$430.52 million, with net income rising to US$228.42 million and diluted earnings per share from continuing operations reaching US$0.80. Across the first half of 2026, the company’s revenue grew to US$850.50 million and net income to US$460.25 million, highlighting a meaningful uplift in profitability versus the same period a year earlier. We’ll...

East West Bancorp (EWBC) drew fresh attention after raising its full year 2026 net interest income guidance to a range of 7% to 9% growth, alongside reporting second quarter results and affirming its third quarter dividend. See our latest analysis for East West Bancorp. Against this backdrop of higher guidance and solid quarterly results, East West Bancorp’s share price has moved steadily higher, with a 13.78% year to date share price return and a 33.94% 1 year total shareholder return that...

Franklin Electric (FELE) raised its full year 2026 earnings guidance and updated its net sales outlook to a range of $2.21b to $2.29b after reporting year over year growth in quarterly sales and net income. See our latest analysis for Franklin Electric. Franklin Electric's share price has eased over the past month, with a 1 month share price return of 3.47% and a 7 day share price return of 2.00%. However, the 90 day share price return of 4.05% and 1 year total shareholder return of 11.36%...

In the past week, Veralto reported second-quarter 2026 results showing higher sales and earnings, raised its full-year adjusted EPS guidance, and detailed ongoing share repurchases and bolt-on deals, including the recent purchase of India-based UV water treatment specialist Alfaa UV. Together with earlier acquisitions like GlobalVision, these moves highlight Veralto’s twin focus on expanding water quality and inspection technologies while using buybacks and M&A to support long-term value...

uniQure stock jumped 5.3% to US$42.19 after its Q2 release, a sharp move for a gene therapy developer that is still posting deep losses. The headlines are not about earnings beats. The story is about whether the cash and pipeline can carry the company across a long and expensive bridge to potential commercial launches. The quarter showed another heavy quarterly loss with basic earnings per share of US$1.22 in the red and revenue of just US$5.8m. The key focus now is the balance sheet...

Sensata Technologies Holding walked into this earnings print with a stock that had barely moved over the past month and has now jumped about 4% to US$47.99. That quick repricing reflects one thing above all: the market is reacting to a cleaner profitability story and cash generation that looks much stronger than the trailing profit margin headline. The headline from this quarter is margin and earnings quality. Adjusted EPS reached US$0.98 and adjusted operating margin hit 19.5%, while free...

The market clipped Capital Clean Energy Carriers by about 1.5% into the close, yet the headline from Q2 is simple. The company stayed firmly profitable while continuing to build out a larger, more complex gas carrier fleet. Revenue reached US$104.9m and continuing net income held at roughly US$29m, which is what really anchors this story for investors. Coming into the release the stock was modestly ahead over one and three months. Today’s slip suggests nerves about the growth plan and capital...

Insperity stock inched up about 1.6% today, adding a little calm to what has been a choppy year for investors trying to read this human resources outsourcer. The relief comes from one clear headline: profit pressure finally eased a bit. Adjusted earnings per share landed at $0.34 and adjusted earnings before interest, tax, depreciation and amortisation reached $36 million, both ahead of the company’s own midpoints. That short term beat matters, but the real story for Insperity now is whether...

TSMC (NYSE:TSM) has begun gradually resuming operations at its Japan Advanced Semiconductor Manufacturing plant in Kumamoto. The restart follows an evacuation of the facility after a recent earthquake in the region. The company is bringing equipment and production back online in stages following safety checks. Taiwan Semiconductor Manufacturing is a key contract chip producer for a wide range of electronics, from consumer devices to industrial equipment. The Kumamoto plant is part of its...