U.S. Oil and Gas Stock News

NasdaqCM:RIOT
NasdaqCM:RIOTSoftware

Riot Platforms (RIOT) Stock Looks Rich Following Its 69% Run

Riot Platforms has delivered a 68.5% gain year to date, yet its valuation checks and market multiples currently point to a stock that screens as expensive rather than a straightforward bargain. Year to date, the share price is up 68.5%, which puts recent momentum in sharp contrast with more cautious valuation signals. For a Bitcoin mining and infrastructure business like Riot Platforms, investor expectations around future mining economics and capital spending can support the current share...
NasdaqGS:NTCT
NasdaqGS:NTCTCommunications

Should NetScout’s Plan to Double Arbor Cloud DDoS Capacity Reshape NTCT’s AI Cybersecurity Investment Story?

NetScout Systems recently announced plans to double its Arbor Cloud DDoS mitigation capacity to 33 Tbps across 16 global scrubbing centers, aiming to help customers keep critical digital services running during increasingly complex attacks. By fully owning the end-to-end Arbor Cloud platform and pairing expanded capacity with its global threat intelligence, NetScout is positioning its DDoS services as a core infrastructure layer for always-on, AI-driven and mission-critical operations across...
NasdaqGS:FSLY
NasdaqGS:FSLYIT

Can Fastly’s (FSLY) Experian Tie-Up Quietly Redefine Its Edge In AI-Driven Security?

Fastly recently joined Experian’s Agent Trust ecosystem, connecting its programmable edge platform to Experian’s identity and fraud infrastructure to help enterprises verify AI agents, authorize transactions, and apply real-time trust decisions before requests hit backend systems. This collaboration highlights how Fastly’s edge network can become a policy and identity enforcement point for AI-driven commerce, aligning its infrastructure with emerging “Know Your Agent” standards and...
NYSE:V
NYSE:VDiversified Financial

Visa (V) Stock Looks Above Fair Value As Its 53% Run Continues

Visa stock sits at an interesting crossroads for investors, with a strong 53.4% return over the past three years set against valuation checks that pull in different directions, as the Excess Returns intrinsic value estimate points to upside while earnings based multiples lean the other way. Over three years, Visa has gained 53.4%. This puts recent short term moves into context and raises the bar for what counts as attractive value today. On the upside, Visa's push into AI enabled payments...
NYSE:DUK
NYSE:DUKElectric Utilities

How Investors Are Reacting To Duke Energy (DUK) Dividend Hike And Data Center Protection Strategy

Earlier this month, Duke Energy increased its quarterly common stock dividend to US$1.085 per share and confirmed a Series A preferred dividend of US$359.375 per share (US$0.359375 per depositary share), both payable on September 16, 2026, to shareholders of record on August 14, 2026. Alongside this dividend boost, Duke Energy is highlighting long-term data center agreements and its Customer Protection Plus framework, which aim to pair rising power demand with customer bill relief and...
NasdaqGS:CSIQ
NasdaqGS:CSIQSemiconductor

Canadian Solar (CSIQ) Opens Indiana PV Plant, Where Does Fair Value Sit?

Canadian Solar (NasdaqGS:CSIQ) is back in focus after subsidiary CS PowerTech opened the first phase of its PV cell facility in Jeffersonville, Indiana, marking a large US manufacturing and supply chain expansion. See our latest analysis for Canadian Solar. Canadian Solar's Indiana announcement comes after a weak share price patch, with the stock down 42.19% year to date and 1.94% over 30 days. However, the 90 day share price return of 4.04% and 1 year total shareholder return of 15.22%...
NYSE:COR
NYSE:CORHealthcare

Cencora (COR) Stock Could Be 39% Below Fair Value

Cencora has climbed 161.7% over the past 5 years, yet at a last close of US$305.06 both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiple checks still point to the stock trading at a discount, with the DCF implying it may be 39.3% undervalued. A 161.7% 5 year return suggests Cencora has already rewarded long term holders, so any remaining undervaluation matters more for new money considering the stock today. Expectations around how reliably Cencora can convert...
NYSE:SON
NYSE:SONPackaging

Sonoco Products (SON) Stock Faces One Off Boost As Q2 EPS Challenges Bullish Narrative Baseline

Sonoco Products (SON) has put solid headline numbers on the board for Q2 2026, with revenue of about US$1.9 billion and basic EPS of roughly US$1.05. This is set against trailing 12 month revenue of around US$7.5 billion and EPS of about US$6.50 that reflect very large year over year earnings growth helped by a sizeable one off gain. The company has seen quarterly revenue move from roughly US$1.9 billion in Q2 2025 to about US$1.9 billion in Q2 2026, while basic EPS has shifted from roughly...
NYSE:CPRI
NYSE:CPRILuxury

European Tariffs Could Favor Capri Stock Crocs And Steven Madden

Tariffs rarely move in a straight line, and the latest US decision to impose new 10–12.5% duties on 60 trading partners while keeping overall effective rates near 10.8% is a reminder that trade policy can quickly reshape winners and losers. With major European countries seeing relatively lower or slightly reduced tariff rates, some US retail stocks exposed to European imports could see a cost advantage over rivals reliant on Brazil, China, Vietnam or Indonesia. This article walks through...
NYSE:ETN
NYSE:ETNElectrical

Eaton (ETN) Rises Into Earnings As Its AI Narrative Points To Undervalued Upside

Eaton (NYSE:ETN) recently reaffirmed its shareholder return profile with a quarterly dividend of $1.10 per share, supported by a modest stock gain and rising attention ahead of its upcoming earnings release. See our latest analysis for Eaton. Eaton is drawing increased attention ahead of its July 31 earnings announcement, with recent estimate revisions feeding into a 7 day share price return of 4.76% and a year to date share price return of 26.83%. The 5 year total shareholder return of...
NYSE:SWK
NYSE:SWKMachinery

Does Stanley Black & Decker’s Higher Dividend Signal Strategic Confidence In Its Restructuring Path For SWK?

In July 2026, Stanley Black & Decker’s Board approved a US$0.01 increase in its quarterly cash dividend to US$0.84 per share, payable on September 22, 2026, to shareholders of record as of September 8, 2026. This incremental dividend raise, announced alongside attention on upcoming quarterly earnings expectations, highlights management’s willingness to return more cash to shareholders even as revenue forecasts remain slightly softer. Next, we’ll examine how this dividend increase may...
NYSE:SE
NYSE:SEMultiline Retail

Do Trimmed EPS Forecasts Before Earnings Subtly Challenge Sea’s (SE) Digital Expansion Narrative?

In the past week, Sea Limited drew attention as analysts trimmed their consensus EPS estimates ahead of the company’s upcoming earnings release, even while projecting year-over-year gains in both earnings and revenue. This combination of forecast growth and fresh caution from analysts highlights how shifting expectations, rather than operational updates alone, can reshape perceptions of Sea’s outlook. Next, we’ll examine how these cautious EPS revisions ahead of earnings could influence...
NYSE:CAH
NYSE:CAHHealthcare

Cardinal Health (CAH) Stock May Trade Above Fair Value Following Home Care Deals

After a very strong 5 year run, Cardinal Health’s stock now faces a valuation question, with a low overall value score and recent checks framing it as expensive on earnings based measures even as the share price reflects growing confidence in its home care and medical distribution businesses. Cardinal Health has returned about 320% over the past 5 years, which puts extra focus on whether the current price still leaves much room for further share price gains. Recent acquisitions in at home...
NYSE:CACI
NYSE:CACIProfessional Services

CACI International (CACI) Following Contract Wins And Sector Rotation Is The Valuation Case Catching Up

CACI International (CACI) has drawn fresh attention after a 5.1% gain during a broad government IT services rally, with sentiment influenced by recent federal contract awards tied to defense and technology modernization. See our latest analysis for CACI International. Beyond the latest move, CACI International’s share price has seen short term momentum, with a 1-day share price return of 2.82% and a 7-day return of 3.84%. However, the year to date share price return is down 10.57% and the...
NYSE:MS
NYSE:MSCapital Markets

Morgan Stanley (MS) Lifts Dividend And Buybacks, Is The Stock Fully Valued?

Morgan Stanley (MS) is back on investors’ radar after strong Q2 2026 results, a higher quarterly dividend, and ongoing share buybacks, putting its recent stock performance in sharper focus. See our latest analysis for Morgan Stanley. Despite some profit taking that left the 1 day and 30 day share price returns down 1.52% and 4.80% respectively, Morgan Stanley’s stock still carries a 90 day share price return of 14.41% and a year to date share price return of 18.30%. Total shareholder returns...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet (GOOGL) Stock Faces Earnings Quality Questions After 55% Net Margin Headline Beat

Alphabet (GOOGL) has just posted Q2 2026 results with revenue of US$119.8 billion, basic EPS of US$9.23 and trailing twelve month EPS of US$20.17, setting the tone for this earnings season. The company has seen quarterly revenue move from US$96.4 billion in Q2 2025 to US$119.8 billion in Q2 2026, while basic EPS shifted from US$2.33 to US$9.23 over the same period, supported by trailing twelve month net income of US$244.1 billion. For investors, the combination of higher EPS, a richer profit...
NYSE:BAH
NYSE:BAHProfessional Services

Will Booz Allen Hamilton's (BAH) Softer Quarter and Ongoing Buybacks Reframe Its Capital Allocation Narrative?

Booz Allen Hamilton Holding has released past results for the quarter ended June 30, 2026, reporting sales of US$2,800 million and net income of US$198 million, both lower than the same period a year earlier, alongside basic and diluted EPS from continuing operations of US$1.63. At the same time, the company continued its long-running capital return program, repurchasing 635,535 shares for US$50.14 million during the quarter and bringing total buybacks under its 2011 authorization to...
NasdaqGS:OTEX
NasdaqGS:OTEXSoftware

Open Text (OTEX) Stock Still Looks Cheap On Earnings While Cash Flow Is Key

Open Text stock trades near US$21.52 after a difficult few years, with the share price down about 51.8% over 5 years, yet the broader valuation checks still suggest the company may be priced on the cheap side rather than fully reflecting that weakness. The share price decline of roughly 51.8% over 5 years points to investors heavily marking down Open Text compared to where it traded in the past. For long term value, the key support can come from Open Text converting its software revenue into...
NasdaqGS:AAL
NasdaqGS:AALAirlines

American Airlines Group (AAL) Could Be 31% Below Fair Value After Record Revenue

American Airlines Group (AAL) stock was in focus after the company reported record second quarter revenue and issued new third quarter guidance, highlighting strong sales expectations alongside pressure from higher fuel costs. See our latest analysis for American Airlines Group. Despite record revenue, American Airlines Group’s latest weak profit guidance and concern around fuel expenses coincide with a sharp pullback, with the stock’s 30 day share price return down 16.02% but its 1 year...
NasdaqGS:KDP
NasdaqGS:KDPBeverage

Keurig Dr Pepper (KDP) Former Executive Mauricio Leyva Takes Top Job At 7 Eleven

Mauricio Leyva, former Group President of Keurig Dr Pepper, has been appointed CEO of 7-Eleven, Inc. The leadership change places a recent senior Keurig Dr Pepper executive at the helm of one of its key retail partners. Keurig Dr Pepper, traded as NasdaqGS:KDP, enters this news cycle with its shares at $29.67 and a mixed recent track record. The stock is up 7.0% year to date, while returns over 1 year, 3 years, and 5 years show declines of 7.8%, 4.6%, and 3.9% respectively. In that context,...
NYSE:MUX
NYSE:MUXMetals and Mining

Can McEwen (MUX) Justify Its Valuation On New NI 43 101 Resource Reports?

McEwen (NYSE:MUX) is back in focus after filing NI 43-101 technical reports for its Grey Fox Project in Ontario and its Lookout Mountain and Windfall deposits in Nevada, updating investors on reserves and resources. See our latest analysis for McEwen. Against this backdrop of fresh technical data, McEwen’s share price has softened in the short term, with a 1 day share price return showing a 2.22% decline and a 90 day share price return down 27.46%. However, the 1 year total shareholder return...
NasdaqCM:LQDA
NasdaqCM:LQDAPharmaceuticals

Liquidia (LQDA) Could Be 23% Overvalued As Shares Push Above Analyst Fair Value

Liquidia (LQDA) drew fresh attention after the stock climbed 8.2% on Wednesday to close at $87.50, extending a rally that persisted despite skeptical commentary about the strength of the bullish case. See our latest analysis for Liquidia. The latest move takes Liquidia’s share price to $89.03, extending a strong run that includes a 20.25% 1 month share price return and 138.62% 3 month share price return, alongside a very large 5 year total shareholder return. If you are looking beyond...
NasdaqGS:CLBT
NasdaqGS:CLBTSoftware

Cellebrite Stock Leads 3 Rate Sensitive Growth Names Facing The Fed Debate

With the Federal Reserve’s next move unclear and Chair Kevin Warsh reaffirming a 2% inflation goal, rate sensitive growth stocks are back in the spotlight. When borrowing costs and policy timelines are uncertain, some companies can see their growth stories questioned while others may look better positioned to handle higher funding costs or sharper swings in sentiment. This article looks at three stocks from the Rate Sensitive Growth Stocks screener that appear more exposed to the current Fed...