U.S. Oil and Gas Stock News

NasdaqGS:INCY
NasdaqGS:INCYBiotechs

Incyte (INCY) Margin Jump To 25% Challenges Earnings Decline Narrative

Incyte (INCY) closed out FY 2025 with fourth quarter revenue of US$1.5 billion and basic EPS of US$1.52, alongside trailing 12 month revenue of US$5.1 billion and EPS of US$6.59 that sit against very large year over year earnings growth and a trailing net margin of 25%. Over the past year, revenue has moved from US$4.2 billion on a trailing basis to US$5.1 billion, while quarterly EPS has ranged from US$0.82 in Q1 2025 to US$2.17 in Q3 and US$1.52 in Q4. This gives investors a clearer read on...
NYSE:SITE
NYSE:SITETrade Distributors

SiteOne Landscape Supply (SITE) Q3 EPS Strength Tests High P/E And Thin Margin Narratives

SiteOne Landscape Supply (SITE) has just posted its latest FY 2025 numbers, with third quarter revenue of US$1.3b and EPS of US$1.32, anchored by trailing twelve month revenue of US$4.7b and EPS of US$3.11. The company reported revenue of US$1.2b in Q3 2024 and US$1.3b in Q3 2025, while quarterly EPS moved from US$0.98 to US$1.32 over the same period. This gives investors a clearer view of how the top line and per share earnings stack up against a net margin profile that remains relatively...
NYSE:MOH
NYSE:MOHHealthcare

Molina Healthcare (MOH) Q4 Loss And Margin Compression Challenge Bullish Earnings Narratives

Molina Healthcare (MOH) has just wrapped up FY 2025 with Q4 revenue of US$10.8b and a basic EPS loss of US$3.15, following earlier quarterly EPS of US$5.46, US$4.76 and US$1.50, while trailing 12 month EPS sits at US$8.92 on revenue of US$43.6b. Over the past six reported quarters, revenue has moved from US$9.8b in Q3 2024 to above US$10b per quarter in 2025, as quarterly EPS ranged from US$4.44 and US$5.66 in late 2024 to a loss in Q4 2025. This sets up a mixed picture on profitability. With...
NasdaqCM:NKTR
NasdaqCM:NKTRPharmaceuticals

Nektar Therapeutics (NKTR) Is Up 88.9% After Upsized Equity Raise And Positive REZOLVE-AD Data - Has The Bull Case Changed?

Nektar Therapeutics recently completed an upsized follow-on equity offering of about US$400.00 million in common stock and pre-funded warrants to help fund research, clinical development, and manufacturing for its pipeline. This capital raise closely followed positive 36-week maintenance data from the Phase 2b REZOLVE-AD trial of rezpegaldesleukin in moderate-to-severe atopic dermatitis, which showed durable disease control with both monthly and quarterly dosing and a consistent safety...
NasdaqGS:AEIS
NasdaqGS:AEISElectronic

Advanced Energy Industries AEIS Earnings Jump Tests Bullish Margin Narrative

Advanced Energy Industries (AEIS) has just closed out FY 2025 with fourth quarter revenue of US$489.4 million and basic EPS of US$1.40, with trailing twelve month revenue of US$1.8 billion and EPS of US$3.97 framing the full year picture. The company has seen quarterly revenue move from US$374.2 million in Q3 2024 to US$489.4 million in Q4 2025, while basic EPS has shifted from a loss of US$0.38 in Q3 2024 to US$1.40 in Q4 2025 and US$3.97 on a trailing basis, setting up a results season...
NYSE:EAT
NYSE:EATHospitality

Chili’s Same-Store Sales Surge and Guidance Hike Might Change The Case For Investing In Brinker International (EAT)

Brinker International recently reported a strong Q2 FY2026, with revenue and operating income ahead of expectations, driven by Chili’s 8.6% year-over-year same-store sales growth and a subsequent increase in full-year revenue and EPS guidance. Chili’s brand momentum is also evident in its Margarita of the Month Club, launched after selling nearly 30 million margaritas in 2025, underscoring customer engagement that may reinforce Brinker's focus on optimizing existing locations. We’ll now...
NasdaqGS:TER
NasdaqGS:TERSemiconductor

Teradyne MultiLane Venture Targets AI Data Centers As Valuation Stretches

Teradyne (NasdaqGS:TER) and MultiLane have formed a joint venture focused on advanced testing solutions for AI data centers. The new entity is designed to address demand for high speed testing of AI data center equipment. The partnership combines MultiLane’s specialized test assets with Teradyne’s global customer reach and product portfolio. For investors watching how chip and hardware suppliers respond to AI infrastructure build outs, this move provides a clearer view of where Teradyne is...
NYSE:CAT
NYSE:CATMachinery

Is It Too Late To Consider Caterpillar (CAT) After Its Surging Share Price?

If you are wondering whether Caterpillar's current share price really reflects its value, you are not alone. The stock has attracted a lot of attention from investors trying to work out what is already priced in. The share price recently closed at US$775.00, with returns of 12.0% over the past 7 days, 23.1% over the past 30 days, 29.5% year to date and 123.2% over the last year, as well as 227.2% over 3 years and 320.1% over 5 years. Recent news coverage has focused on Caterpillar as a key...
NYSE:NE
NYSE:NEEnergy Services

Is Noble (NE) Price Rally Outrunning Its Cash Flow And Earnings Valuation?

If you are wondering whether Noble's current share price lines up with its underlying worth, you are not alone. This article is here to unpack that question clearly. Noble's share price recently closed at US$44.06, with returns of 14.5% over 7 days, 47.3% over 30 days, 51.9% year to date, and 55.6% over 1 year, which has caught the attention of many investors thinking about growth potential and changing risk perceptions. Recent coverage of Noble has highlighted the stock's role in the energy...
NasdaqGS:PEGA
NasdaqGS:PEGASoftware

Pega (PEGA) Margin Surge To 22.5% Challenges Bearish Earnings Narratives

Pegasystems (PEGA) capped FY 2025 with fourth quarter revenue of US$504.3 million and basic EPS of US$1.38, alongside trailing twelve month revenue of US$1.75 billion and EPS of US$2.30, set against earnings growth of 296.7% over the past year. Over recent periods, the company has seen quarterly revenue move between US$325.1 million and US$504.3 million and basic EPS range from a loss of US$0.08 to a gain of US$1.38, while trailing net profit margin increased from 6.6% to 22.5%. For...
NasdaqGS:CPRT
NasdaqGS:CPRTCommercial Services

Is Copart (CPRT) Offering Opportunity After A 33% Share Price Pullback?

If you are wondering whether Copart's current share price really matches its underlying worth, you are not alone. That is exactly what this article will help you unpack. Over the past year the stock is down 33.1%, even though it is up 4.6% year to date. This can change how investors think about both its growth potential and its risk profile. Recent headlines around Copart have focused on its role in vehicle remarketing and salvage auctions, as investors watch how demand for used and damaged...
NYSE:DD
NYSE:DDChemicals

DuPont De Nemours (DD) One Off US$577 Million Loss Tests Bullish Margin Narrative

DuPont de Nemours (DD) has just laid out a choppy FY 2025 picture, with Q4 revenue of US$1.7 billion and a basic EPS loss of US$0.28, against a trailing twelve month EPS of US$1.73 built on revenue of US$12.8 billion and a reported 72.4% earnings growth over the last year. Over recent periods the company has seen revenue move from US$12.4 billion to US$12.8 billion on a trailing basis, while net margin has shifted from 3.8% to 5.7%. This sets up a story where stronger earnings growth, a one...
NYSE:QXO
NYSE:QXOTrade Distributors

Assessing QXO (QXO) Valuation After Strong Recent Share Price Momentum

QXO stock snapshot after recent performance shift QXO (QXO) has drawn fresh attention after a sharp move, with the stock up 16.6% over the past day, 17% over the week, and 9.1% over the past month. See our latest analysis for QXO. That sharp 1-day share price return of 16.6% comes on top of a 54.7% 90-day share price return. The 1-year total shareholder return of 101.9% contrasts with a 5-year total shareholder loss of 34.0%, suggesting recent momentum has picked up after a weaker long...
NasdaqGS:RRR
NasdaqGS:RRRHospitality

Red Rock Resorts (RRR) Earnings Growth And 9.3% Margin Test Bullish Narratives

Red Rock Resorts (RRR) closed FY 2025 with Q4 revenue of US$511.8 million and basic EPS of US$0.76, with trailing twelve month EPS at US$3.19 and revenue at about US$2.0 billion framing the full year picture. Over recent quarters the company has seen revenue move from US$495.7 million in Q4 2024 to US$526.3 million in Q2 2025 and EPS range between US$0.49 in Q3 2024 and US$0.96 in Q2 2025, giving investors a clear view of how the top and bottom line have tracked into the latest print. With...
NYSE:WAB
NYSE:WABMachinery

Westinghouse Air Brake Technologies (WAB) Margin Improvement Reinforces Bullish Services And Digital Narratives

Westinghouse Air Brake Technologies (WAB) just posted third quarter FY 2025 revenue of about US$2.9b with basic EPS of US$1.81, setting the tone for how the rest of the year could shape up for shareholders focused on earnings power. The company has seen revenue move from US$2.6b in the first quarter of FY 2025 to US$2.9b in the third quarter, while basic EPS has ranged between US$1.88 and US$1.96 over that stretch, giving investors a clear view of how recent quarters compare. With trailing...
NYSE:AER
NYSE:AERTrade Distributors

Will AerCap’s Bigger Buybacks and Dividend Shift Capital Return Narrative for AerCap Holdings (AER)?

AerCap Holdings reported past full-year 2025 results with revenue of US$8.52 billion and net income of US$3.75 billion, alongside significant share repurchases totaling US$1.15 billion and a quarterly dividend declaration of US$0.40 per share for March 2026. Frontier Group Holdings’ past announcement of an early return of 24 A320neo aircraft and future sale-leaseback deals with AerCap highlights how the lessor is actively reshaping its fleet exposure while maintaining long-term customer...