U.S. Oil and Gas Stock News

Heidrick & Struggles International (HSII) has quietly delivered strong multi year gains, with the stock up about 34% over the past year and more than doubling in the past 3 years. See our latest analysis for Heidrick & Struggles International. With the latest share price at $58.97 and a standout 90 day share price return of 17.07 percent, the recent move looks like a continuation of the strong multi year total shareholder return rather than a short lived bounce. This suggests momentum is...

Recently, Callodine Capital increased its investment in Spectrum Brands Holdings by acquiring an additional 360,898 shares, making the company its largest portfolio holding at nearly 8% and reinforcing confidence in Spectrum’s ongoing share buyback program funded by prior asset sales. This heightened institutional backing, combined with Spectrum’s exploration of a potential divestiture of its home and personal goods unit, highlights a concerted effort to reshape the portfolio and potentially...

Donnelley Financial Solutions recently reported weakening gross and net retention, with its flagship ActiveDisclosure software showing slower annual recurring revenue growth amid intensifying competition. The fading benefit from earlier regulatory tailwinds and rising pressure from rivals such as Workiva raise fresh questions about DFIN’s ability to shift more of its business to higher-margin software. Next, we’ll consider how deteriorating retention for ActiveDisclosure may alter Donnelley...

If you are wondering whether Steel Dynamics is still worth buying after its big run, or if the easy money has already been made, you are in the right place to unpack what the market is really pricing in. The stock has cooled slightly over the last 7 days with a -1.6% move, but it is still up 7.2% over the last month, 47.6% year to date, 22.6% over 1 year, 59.4% over 3 years, and 359.0% over 5 years. Recent momentum in Steel Dynamics has been shaped by ongoing optimism around US...

Calumet (CLMT) is back in the spotlight after securing a $1.44 billion DOE guaranteed loan, a move that reshapes its balance sheet and accelerates the pivot toward sustainable aviation fuel. See our latest analysis for Calumet. That backdrop helps explain why the share price, now at $19.34, still shows a negative year to date share price return, even as a stronger 90 day share price return and solid five year total shareholder return suggest momentum around the renewables pivot is gradually...

In November 2025, RB Global reported revenue of US$1.09 billion, an 11.3% year-on-year increase that exceeded analysts’ expectations on both revenue and earnings. Around the same time, Chief Technology Officer Nancy King left the company, with Chief Operations Officer Steve Lewis stepping in to oversee the technology organization on an interim basis. With strong quarterly results and interim technology leadership now in place, we’ll explore how this earnings beat shapes RB Global’s...

Flex LNG has confirmed that Marius Foss, previously Interim CEO and Chief Commercial Officer, has been appointed permanent CEO of Flex LNG Management AS, reinforcing leadership stability as the company targets US$340 million in 2025 revenue and continues to build its contract backlog. This leadership decision highlights the board’s reliance on Foss’s 35-plus years of shipping experience to align FLEX LNG’s efficient, modern fleet with expanding LNG transportation demand and cost-focused...

In December 2025, NCR Atleos announced that Knoxville TVA Employees Credit Union, a US$5.00 billion-asset institution, will offer its members nationwide cash deposit access through the Allpoint Network, including 3,500 enabled ATMs and 26 branded deposit locations across Tennessee. This move makes Knoxville TVA Employees Credit Union the first in Tennessee to offer Allpoint cash deposits and NCR Atleos the first non-bank ATM operator in the state to accept deposits, underscoring how...

Earlier this week, MSC Industrial Direct reported third-quarter revenue of US$978.2 million, topping expectations but revealing slower growth than other maintenance and repair distributors, prompting concerns about how softer demand and intense competition could affect its profit margins. The key issue for investors is not the revenue beat itself, but whether MSC Industrial Direct can defend profitability while lagging peers on growth. Next, we’ll examine how worries about slower growth and...

Earlier this week, CRA International reported that Chairman Paul A. Maleh filed a Form 144 on December 3, 2025, to sell 7,500 restricted shares under a prearranged 10b5-1 trading plan. At the same time, CRA International’s earnings outlook has been revised higher and the firm is outperforming the broader Business Services sector, highlighting growing investor attention to its consulting franchise. We’ll now examine how the stronger earnings outlook and sector outperformance influence CRA...

EVgo (EVGO) has quietly stayed on investors’ radar as shares slipped about 10% over the past month and roughly 46% in the past year, despite solid double digit annual revenue and net income growth. See our latest analysis for EVgo. At around $3.41, EVgo’s 7 day share price return of 5.25% offers a brief bounce against a year to date share price return of negative 18.62% and a 1 year total shareholder return of negative 46.47%. This suggests fading momentum as investors reassess the pace and...

In recent days, Acadia Healthcare cut its 2025 earnings guidance after a third‑party review identified sharply higher patient‑related litigation and insurance costs, prompting a sizable increase in professional and general liability reserves. The company also flagged Medicaid volume and bad debt challenges alongside the abrupt resignation of its COO, adding operational and leadership uncertainty to its legal and financial pressures. Next, we’ll examine how these sharply higher litigation...

Cabot recently reported that its Q4 fiscal 2025 earnings and sales declined from a year earlier and fell short of analyst estimates, reflecting softer demand conditions. The company also signaled that fiscal 2026 may remain challenging for its Reinforcement Materials business, even as it expects profit growth in Performance Chemicals led by Battery Materials and other growth areas. We’ll now examine how weaker Reinforcement Materials trends but improving Performance Chemicals prospects shape...

Microvast Holdings (MVST) is back on investors’ radar after fresh commentary highlighted growing commercial traction for its battery technology, including deployments with industrial partners like Škoda that underscore rising market validation. See our latest analysis for Microvast Holdings. That traction is starting to show up in the numbers, too, with the share price at $3.75 and a powerful 90 day share price return of 46.48 percent feeding into a 1 year total shareholder return above 200...

Wondering if Agilysys at around $126 a share is a hidden opportunity or just fully priced in already? You are not alone, as this stock has been quietly attracting valuation minded investors. Over the very short term it has been a bit choppy, up 2.5% in the last week but roughly flat over 30 days, while still sitting on a 106.9% gain over 3 years and 217.7% over 5 years, even though it is down 2.8% year to date and 5.7% over the last year. Recent attention has centered on Agilysys as a niche...

In early December 2025, HITRUST and Rapid7 announced a partnership integrating Rapid7’s Surface Command platform with the HITRUST assurance framework to automate continuous compliance and strengthen cyber resilience for customers. A particularly important angle is how this integration could shift customers away from manual, point-in-time audits toward ongoing, evidence-based validation that also supports lower cyber insurance costs. We’ll now explore how this move toward continuous,...

In early December 2025, Frontier TopCo Partnership, an affiliate of EQT Infrastructure funds, completed an underwritten secondary sale of 9,762,573 Kodiak Gas Services shares at US$34.60 each, raising about US$335.50 million, with Kodiak itself neither issuing new stock nor receiving any proceeds. The sale removes EQT as a shareholder and ends its board nomination rights, potentially reshaping Kodiak’s governance and future decision-making power balance. We’ll now examine how EQT’s full exit...

Apellis Pharmaceuticals recently reported positive Phase 3 VALIANT results for EMPAVELI in C3 glomerulopathy and primary IC-MPGN, published in The New England Journal of Medicine, following its July 2025 FDA approval for patients aged 12 and older. The data show a meaningful reduction in proteinuria, stabilization of kidney function, and substantial clearance of C3 deposits, potentially strengthening EMPAVELI’s clinical profile and supporting broader physician confidence in complement...

Market context and recent move Spirit AeroSystems Holdings (SPR) has been grinding higher recently, with the stock up about 11% over the past month as investors reassess its recovery prospects despite ongoing losses and a challenging aerospace supply chain backdrop. See our latest analysis for Spirit AeroSystems Holdings. Zooming out, the 17.8% year to date share price return and 22.6% one year total shareholder return suggest momentum is gradually rebuilding as investors warm to Spirit...

CTS Corporation recently entered into a new five-year unsecured revolving credit facility of US$300 million with a syndicate of banks, replacing its prior US$400 million facility and using initial borrowings to repay US$63.3 million under the former agreement. Alongside this refinancing, CTS has seen an internal leadership shift, with long-serving Senior Vice President Martin Baumeister resigning and 2024 hire Pratik Trivedi stepping into the new Chief Operating Officer role, potentially...

Utz Brands (UTZ) has quietly slipped this year, with the stock down about 42% over the past 12 months, and that drawdown has investors asking if the snack maker is now mispriced. See our latest analysis for Utz Brands. The selloff has been steady rather than sudden, with a 30 day share price return of minus 8.5% and a three year total shareholder return of about minus 44.6%. This signals fading momentum as investors reassess growth and margin risks around packaged snacks. If Utz’s slide has...

AGCO (AGCO) is quietly reshaping its business, doubling down on on farm service, precision technology, and a leaner portfolio. For investors, this strategic reset could matter more than recent share price noise. See our latest analysis for AGCO. Those moves sit behind a steady but not explosive run, with AGCO’s share price at $105.26 and a solid year to date share price return of about 15 percent, even though its three year total shareholder return remains negative. If AGCO’s shift toward...

AdaptHealth (AHCO) has quietly slipped about 9% over the past month, even as revenue and net income keep growing. That kind of disconnect tends to catch value focused investors’ attention. See our latest analysis for AdaptHealth. Zooming out from the recent pullback, AdaptHealth’s 1 month share price return of minus 8.9 percent sits against a relatively modest year to date share price decline and a far more painful 3 year total shareholder return of roughly minus 57 percent. This suggests...

Insider buying and upcoming milestones draw attention to Vertical Aerospace Vertical Aerospace (NYSE:EVTL) is back on investors radar after insiders boosted their holdings by roughly 50% in November, while majority owner Mudrick Capital added 350,000 shares ahead of key December milestones. See our latest analysis for Vertical Aerospace. That insider buying has landed just as the share price has snapped back, with a 7 day share price return of 50.44% and 90 day share price return of 46.85%...