U.S. Oil and Gas Stock News

NasdaqGS:MPWR
NasdaqGS:MPWRSemiconductor

A Look At Monolithic Power Systems (MPWR) Valuation After Earnings Beat And 28% Dividend Increase

Monolithic Power Systems (MPWR) just paired stronger than expected fourth quarter results with revenue guidance above consensus and a 28% dividend increase, giving investors fresh information on both growth momentum and cash returns. See our latest analysis for Monolithic Power Systems. The latest earnings beat, upbeat revenue guidance and 28% dividend increase have come alongside strong share price momentum, with a 30 day share price return of 28.24% and a 1 year total shareholder return of...
NYSE:RIG
NYSE:RIGEnergy Services

Assessing Transocean (RIG) Valuation After Optimistic Update On Earnings Visibility And Offshore Contract Prospects

Transocean (RIG) is back in focus after management highlighted strong earnings visibility in its latest fleet status report and flagged potential long term offshore contracts at day rates above current market expectations. See our latest analysis for Transocean. The latest fleet update and upbeat commentary on potential long term contracts appear to be feeding into Transocean's share price momentum, with a 1 month share price return of 26.82% and a year to date share price return of 27.12%...
NYSE:IP
NYSE:IPPackaging

International Paper Split Puts Spotlight On Valuation Gap And Restructuring Risks

International Paper (NYSE:IP) plans to separate its North American and EMEA packaging divisions into two independent companies. The move is part of ongoing transformation and restructuring efforts that are reshaping the company’s core operations. The separation is expected to affect how the business is organized, capital is allocated, and value is shared among investors and other stakeholders. For you as an investor, International Paper is a global packaging and paper group, and the...
NasdaqGS:IDCC
NasdaqGS:IDCCSoftware

A Look At InterDigital (IDCC) Valuation After Record Results And Expanded AI And Licensing Growth

InterDigital (IDCC) has drawn fresh attention after reporting record 2025 results, supported by long term smartphone and electronics licensing agreements, expanding AI and video technology efforts, and updated 2026 earnings guidance. See our latest analysis for InterDigital. Following the 2025 results and fresh 2026 guidance, InterDigital’s share price has surged, with a 1 month share price return of 20.06% and a 1 year total shareholder return of 83.40%, building on a very large 5 year total...
NYSE:VST
NYSE:VSTRenewable Energy

Is Goldman’s Upgrade of Vistra (VST) Reframing Its Nuclear-Powered Data Center Strategy?

Recently, Vistra drew heightened attention after Goldman Sachs upgraded the company and highlighted improving earnings expectations alongside sector-wide energy strength. An interesting angle is Vistra’s mix of traditional power assets and long-term nuclear supply agreements with major technology clients, which ties utility operations directly to data center energy demand. We’ll now examine how this renewed analyst optimism, especially around Vistra’s evolving nuclear and gas portfolio,...
NasdaqGS:LZ
NasdaqGS:LZProfessional Services

LegalZoom Faces Claude AI Questions As Investors Reassess Valuation And Growth

LegalZoom.com (NasdaqGS:LZ) has become a focus for investors after concerns surfaced about how a new Anthropic Claude AI plugin could affect its core online legal services business. Management, including the CEO, has publicly acknowledged the risks and highlighted potential opportunities from integrating advanced AI into LegalZoom’s offerings. The development is being watched as a material shift in both the company’s competitive positioning and its approach to emerging legal-tech...
NasdaqGS:NTRA
NasdaqGS:NTRABiotechs

Assessing Natera (NTRA) Valuation After EDEN Study Launch And Recent Clinical Milestones

Why the EDEN study matters for Natera stock Natera (NTRA) has drawn fresh attention after launching EDEN, a large multi center study that will test its non invasive prenatal screening approach for early preeclampsia risk and other serious pregnancy complications. The study plans to enroll up to 7,500 pregnant participants in the US, using cell free DNA, additional analytes and clinical data to generate individualized risk assessments for adverse pregnancy outcomes. See our latest analysis for...
NYSE:CDP
NYSE:CDPOffice REITs

Why COPT Defense Properties (CDP) Is Up 5.3% After 2025 Beat, 2026 Outlook, Major Lease Win

COPT Defense Properties recently reported its 2025 results, with revenue rising to US$763.92 million and net income to US$152.32 million, while also issuing 2026 earnings guidance and highlighting funds from operations of US$57.2 million in the fourth quarter. On the same day, the company announced an almost 11-year, 148,000-square-foot lease with a top 10 U.S. defense contractor, taking its US$450 million development pipeline to 86% pre-leased and reinforcing demand for its mission-critical...
NYSE:NFG
NYSE:NFGGas Utilities

Has National Fuel Gas (NFG) Share Price Gains Left Further Upside On The Table

If you are wondering whether National Fuel Gas is genuinely good value at its recent price of US$85.77, you are not alone; many investors are asking the same question. The stock has returns of 2.4% over the past 7 days, 9.4% over 30 days and 22.3% over 1 year, with multi year returns of 61.6% over 3 years and 128.9% over 5 years, which naturally raises questions about what is already reflected in the price. Recent market interest in National Fuel Gas has been supported by ongoing coverage of...
NYSE:NJR
NYSE:NJRGas Utilities

Assessing New Jersey Resources (NJR) Valuation After Raising 2026 Earnings Guidance On Energy Services Strength

New Jersey Resources (NJR) has drawn fresh attention after raising its fiscal 2026 net financial earnings per share guidance, citing strong January 2026 results from its Energy Services segment as a key driver. See our latest analysis for New Jersey Resources. The raised fiscal 2026 guidance and recent first quarter results appear to have caught investors' attention, with the share price at $52.42 after a 7 day share price return of 5.94% and a 90 day share price return of 14.81%. The 1 year...
NasdaqGS:PCVX
NasdaqGS:PCVXBiotechs

How Investors May Respond To Vaxcyte (PCVX) Raising $550 Million To Fund Pneumococcal Vaccine Pipeline

Vaxcyte, Inc. recently completed a follow-on equity offering of approximately US$550,000,000, issuing 11,000,000 common shares at US$50 each, alongside filing to offer additional common stock and pre-funded warrants. This capital raise expands Vaxcyte’s financial resources as it advances its VAX-24 and VAX-31 pneumococcal vaccine candidates through clinical development. We’ll now examine how this sizeable equity raise, and the added financial flexibility it provides, could influence...
NasdaqGS:INTU
NasdaqGS:INTUSoftware

Intuit Expands AI And Fintech Stack To Deepen Small Business Ties

Intuit (NasdaqGS:INTU) is deepening its use of AI and third party partnerships to reshape how small businesses manage money and payroll. A new multi year exclusive deal with Affirm brings pay over time options directly into QuickBooks Payments, giving small businesses another tool to manage cash flow. Checkr is integrating background checks into Intuit’s payroll ecosystem, while Intuit is also adopting OpenAI’s new Frontier enterprise AI agent platform. For a company best known for...
NYSE:NKE
NYSE:NKELuxury

Nike (NKE) Valuation Check As EEOC DEI Subpoena Enforcement Raises Regulatory Questions

The EEOC’s move to enforce subpoenas against NIKE (NKE) over its diversity, equity, and inclusion programs has shifted attention to potential regulatory and reputational risks that could shape how investors view the stock. See our latest analysis for NIKE. Recent headlines around the EEOC probe come as NIKE’s share price has moved to US$63.92, with a 7 day share price return of 3.41% but a 1 year total shareholder return decline of 4.74%, suggesting near term momentum contrasts with weaker...
NYSE:DG
NYSE:DGConsumer Retailing

A Look At Dollar General (DG) Valuation As UBS Sticks With Bullish Earnings And Margin Expansion Outlook

Why Dollar General’s Boardroom Shuffle Matters for Shareholders Dollar General (DG) just announced a leadership change at the top of its board, with David P. Rowland set to become chairman as investors weigh contrasting views on execution, earnings potential, and recent performance pressures. See our latest analysis for Dollar General. Investors have already been reacting to Dollar General’s story, with a 46.1% 90 day share price return and a 106.8% 1 year total shareholder return, even...
NYSE:GOLD
NYSE:GOLDRetail Distributors

Gold.com (GOLD) Q2 EPS Rebound Tests Bullish Earnings Growth Narrative

Gold.com (GOLD) just posted Q2 2026 results with revenue of US$6.5b and basic EPS of US$0.47, while trailing 12 month EPS sits at US$0.51 on revenue of US$15.7b, setting the stage against a backdrop where earnings forecasts are described as rapid but recent profit margins remain thin. The company has seen quarterly revenue move from US$2.7b in Q2 2025 to US$6.5b in Q2 2026, while basic EPS shifted from US$0.28 to US$0.47 over the same period. Trailing 12 month net income of US$12.5m...
NYSE:ANET
NYSE:ANETCommunications

The Bull Case For Arista Networks (ANET) Could Change Following AI-Driven Cognitive Campus Expansion - Learn Why

In late 2025, Arista Networks announced major upgrades to its Cognitive Campus platform, including the launch of Arista VESPA for large-scale WLAN mobility and expanded AI-driven capabilities. This push deeper into AI-enabled networking and campus infrastructure highlights Arista’s ambition to broaden its role beyond core cloud data centers. Next, we’ll examine how Arista’s expanded AI-driven Cognitive Campus platform shapes the company’s investment narrative and long-term competitive...
NYSE:HAL
NYSE:HALEnergy Services

Halliburton (HAL) One Off US$757 Million Loss Tests Bullish Earnings Growth Narratives

Halliburton (HAL) has wrapped up FY 2025 with Q4 revenue of US$5.7 billion and basic EPS of US$0.70, alongside net income of US$589 million, set against trailing twelve month EPS of US$1.50 on revenue of US$22.2 billion and net income of US$1.3 billion. This gives investors a clearer view of the latest run rate. The company has seen quarterly revenue remain in a tight band from US$5.4 billion in Q1 2025 to US$5.7 billion in Q4, while EPS moved from US$0.24 in Q1 to US$0.70 in Q4. Trailing net...
NYSE:HXL
NYSE:HXLAerospace & Defense

Is Hexcel (HXL) Still Attractive After A 33% One Year Share Price Gain

If you are wondering whether Hexcel's current share price still offers value, this article will walk through what the numbers are saying and how that might fit your own expectations. Hexcel shares last closed at US$86.00, with returns of 3.9% over 7 days, 6.5% over 30 days, 11.9% year to date, 32.8% over 1 year, 26.7% over 3 years and 73.8% over 5 years, which may affect how investors think about its risk and return trade off today. Recent interest in Hexcel has been shaped by ongoing...
NasdaqGS:NTCT
NasdaqGS:NTCTCommunications

Is It Time To Reassess NetScout Systems (NTCT) After DCF Signals Upside Potential

If you are wondering whether NetScout Systems stock is offering fair value right now, it helps to step back and see how the current price lines up with what the business may be worth. The share price recently closed at US$27.67, with returns of 0.5% decline over 7 days, 2.8% over 30 days, 3.1% year to date and 14.2% over 1 year, while the 3 year and 5 year returns stand at 7.5% decline and 12.2% decline respectively. These moves sit against a backdrop of evergreen interest in NetScout...
NasdaqGS:ISRG
NasdaqGS:ISRGMedical Equipment

FDA Cardiac Clearance and Big Buyback Could Be A Game Changer For Intuitive Surgical (ISRG)

In late January 2026, Intuitive Surgical announced that the U.S. FDA cleared its da Vinci 5 system for a range of minimally invasive cardiac procedures, while by December 31, 2025 it had completed a long-running share repurchase totaling 27,136,985 shares for US$7.95 billions. These developments highlight how Intuitive is pairing major technological advances in high-complexity surgery with substantial capital returns, reinforcing confidence in its innovation-led model. Next, we’ll examine...
NYSE:GFF
NYSE:GFFBuilding

Griffon Q1 2026 Margin Rebound Challenges Bearish One Off Loss Narrative

Griffon (GFF) kicked off Q1 2026 with revenue of US$649.1 million and basic EPS of US$1.44, setting the tone against a trailing twelve month revenue base of about US$2.5 billion and TTM EPS of US$0.99. Over recent quarters the company has seen revenue move between US$611.7 million and US$662.2 million, while quarterly EPS has ranged from a loss of US$2.65 to a high of US$1.56. This has left investors focused on how current margins frame the story behind this latest print. See our full...
NasdaqGS:IAC
NasdaqGS:IACInteractive Media and Services

What IAC (IAC)'s Smaller Losses, Buybacks and AI Pivot Mean For Shareholders

IAC Inc. has reported its fourth quarter and full-year 2025 results, with sales of US$645.98 million for the quarter and US$2.39 billion for the year, alongside much lower net losses than the prior year and ongoing share repurchases that have retired 14.92% of its stock since 2020. While annual sales declined compared with 2024, IAC’s reduced losses, focus on off-platform and AI-related revenues, and completion of a sizeable buyback program underscore how the business is reshaping its...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Is Reddit (RDDT) Offering An Opportunity After The Recent 42% Share Price Pullback?

If you are wondering whether Reddit's current share price reflects its true worth, you are not alone. This article walks through how that value stacks up using several common valuation frameworks. Despite the recent buzz around the stock, Reddit has seen sharp pullbacks, with the share price at US$139.83 after a 22.4% decline over 7 days, 42.8% over 30 days and 42.2% year to date, while the 1 year return sits at a 37.9% decline. Recent headlines have focused heavily on Reddit's role as the...
NasdaqGS:NWSA
NasdaqGS:NWSAMedia

Reassessing News Corp (NWSA) After A 22% One Year Share Price Decline

If you are wondering whether News is priced attractively today, this article walks through what the current share price may be implying about the company. The stock recently closed at US$22.50, with returns of a 16.8% decline over 7 days, a 15.0% decline over 30 days, a 14.1% decline year to date and a 22.0% decline over 1 year. This sits against a 23.7% gain over 3 years and a 0.8% decline over 5 years. These mixed returns sit against an ongoing flow of company and sector news, which has...