U.S. Oil and Gas Stock News

Geopolitical tension, oil above $100 a barrel, higher Treasury yields and fresh tariffs are shaking up expectations across sectors, including US defense and aerospace stocks. Instead of treating this as background noise, it can be useful to look at which companies are most exposed to these headlines and how that risk profile fits your portfolio. This article walks through 3 stocks from our US Defense and Aerospace Stocks screener that appear positively exposed to the current news flow,...

MongoDB (MDB) edged lower by 1.91% in the latest session, underperforming broader market losses as investors weighed expectations for the next quarterly report and the stock’s current valuation. See our latest analysis for MongoDB. At a share price of $299.14, MongoDB has fallen 8.97% over the past week and is down 25.15% on a year to date share price basis, although its 27.21% 1 year total shareholder return points to earlier strength that has recently faded as investors reassess growth...

Dow (DOW) has completed a multi year share buyback, repurchasing 38,539,462 shares for US$2,069.24 million, equal to 5.43% of its stock, following the release of its second quarter 2026 earnings. See our latest analysis for Dow. Dow's latest buyback and stronger second quarter earnings come after a mixed share price patch, with the stock posting a 7 day share price return of 5.46% but a 90 day share price return that declined 20.07%, while the 1 year total shareholder return of 29.70%...

Revolve Group stock is coming off a mixed five year stretch where the share price is down about 64.9%, yet recent gains and stronger international momentum sit against valuation checks that currently point to the shares trading at a premium to intrinsic value. Over the past five years, Revolve Group has delivered a share price decline of about 64.9%, which raises the question of whether the recent recovery has already been fully reflected in the price. International expansion and new...

Selective Insurance Group, Inc. has released its second-quarter 2026 results, reporting revenue of US$1,387.0 million and net income of US$129.4 million, alongside diluted earnings per share from continuing operations of US$2.11, while also declaring quarterly cash dividends on both its common and preferred stock and completing a share repurchase program initiated in 2025. The combination of year-on-year growth in revenue and earnings, improved underwriting metrics, ongoing share...

Antero Resources stock has delivered a strong 157.7% return over the past five years, and recent checks still suggest the shares lean cheap rather than stretched at current levels. Over five years, Antero Resources has returned 157.7%, which puts recent pricing in the context of a stock that has already rewarded long term holders. Improved operational efficiency and cost reductions linked to the Hess Gathering integration can support investor confidence in future cash generation. However,...

In recent days, Curtiss-Wright has drawn attention after analysts highlighted its strong revenue growth, expanding backlog in defense and nuclear markets, and confident management guidance, arguing that the company’s current valuation may not fully reflect this momentum. An interesting aspect is how share repurchases and a growing pipeline of mission-critical projects are reinforcing expectations for continued earnings growth across its aerospace, industrial, electronic, and maritime...

Texas Instruments stock has delivered a 75.1% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the shares trading at a premium to those valuation checks. Over the last three years, a 75.1% return highlights how strongly the Texas Instruments share price has already moved ahead of many investors’ original expectations. Expectations for cash flow supported by expanding AI related demand and embedded...

Why Hyatt Hotels Stock Is Back in Focus After Recent Events Hyatt Hotels (H) is back on investors’ radar after two contrasting July developments: a leadership appointment in its all inclusive business and a wrongful death verdict tied to hotel safety procedures. See our latest analysis for Hyatt Hotels. Hyatt Hotels' share price has eased recently, with a 1 day share price return of 2.03% lower and a 30 day share price return of 7.29% lower. However, the 1 year total shareholder return of...

RTX (RTX) reported second quarter 2026 earnings and revenue ahead of Wall Street expectations, raising full year guidance for sales, adjusted EPS and free cash flow on the back of a record US$289b backlog. See our latest analysis for RTX. RTX shares have responded strongly to the earnings beat and guidance upgrade, with a 1-day share price return of 7.33%, contributing to a 90-day share price return of 20.03% and a 1-year total shareholder return of 36.90%. This points to solid positive...

Recently, MKS (MKSI) formed a hammer chart pattern and saw upward revisions to earnings estimates, alongside a top Zacks Rank #1 (Strong Buy), pointing to improving technical and analyst sentiment around the stock. This combination of chart-based support and more optimistic earnings expectations highlights how both technical and fundamental signals are aligning around MKS at the same time. Next, we’ll explore how this hammer pattern and upgraded earnings expectations could influence MKS’s...

With inflation, tariffs and mixed growth signals shaping markets, many investors are looking for companies that pair solid balance sheets with the potential for faster earnings growth. That is exactly what the Healthy high growth potential screener aims to filter for, focusing on stocks where analysts expect strong earnings expansion over the next 3 years and where financial foundations look sound. In this article you will see 3 of the stocks from this screener, and how they may fit a...

Parsons (NYSE:PSN) is expanding its AI-driven defense and infrastructure solutions as part of a broader industrial modernization push. The company is leading efforts to deliver advanced cybersecurity services to the U.S. Army Research Lab, with a focus on mission-critical military field operations. These moves align Parsons with U.S. government priorities around national security, cyber resilience, and modernization of critical infrastructure. For readers tracking Parsons, this update...

Nuclear energy stocks are back in focus as investors look for power sources that can support growth when inflation, tariffs and energy price swings are all in play. With Brent briefly above $100 and central banks adjusting policy carefully, steady baseload electricity and secure fuel supply sit high on many agendas. The Nuclear Energy Stocks screener helps you pinpoint companies involved in uranium production, fuel enrichment and reactor operations, giving you a targeted way to research this...

Compass Minerals International has rebounded sharply in the past year, yet the stock still carries a weak overall value score and screens as expensive on market multiples. This puts its recent strength at odds with what the broader valuation checks are signaling. Over the past 5 years, Compass Minerals International has delivered a decline of 54.5%, which highlights how painful the longer term experience has been even after the more recent bounce. Recent commentary points to balance sheet...

Graco (GGG) opened Q2 2026 with total revenue of $590.6 million and basic EPS of $0.89, set against trailing twelve month revenue of $2.3 billion and EPS of $3.23 that underpin the latest earnings story. The company has seen quarterly revenue move from $571.8 million in Q2 2025 to $590.6 million in Q2 2026, while quarterly EPS shifted from $0.77 to $0.89 over the same period, supported by a trailing twelve month net profit margin of 23.5% and earnings growth of 10.5% that point to solid...

ZTO Express (Cayman) has delivered a 22.4% share price return over the past year, yet its valuation checks and intrinsic value estimate still point to the stock trading at a discount to what its cash flows may justify. Over the last 12 months, ZTO Express (Cayman) shares are up 22.4%, which puts recent momentum on the side of existing holders. The company’s ability to convert parcel volumes into steady cash flow can support the current valuation, while any sustained pressure on delivery...

Earlier in 2026, Rush Enterprises signed an agreement to form a joint venture with MCT Companies, creating MCT Holdings, LLC to expand refrigerated transportation service capabilities through additional investment in technology and operations, with closing targeted for the third quarter of 2026 under CEO Bill Willett. This move directly broadens Rush Enterprises’ reach into temperature-controlled trucking services, potentially deepening its aftermarket service footprint in a specialized,...

AXT, Inc. recently expanded its board from five to six directors and appointed Jia-Bin Duh as an independent Class III director, effective July 16, 2026, with committee roles across audit, compensation, and nominating and corporate governance. Duh’s three decades of leadership in Greater China’s technology and consumer sectors, including senior roles at Microsoft China and Cisco Systems China, add substantial regional and governance expertise that could influence AXT’s international...

Werner Enterprises stock snapshot after recent performance shifts Werner Enterprises (WERN) stock has shown mixed short term movements, with a decline over the past week contrasting with gains over the past month and the past 3 months, giving investors fresh performance data to consider. See our latest analysis for Werner Enterprises. At a share price of $43.91, Werner Enterprises has pulled back over the past week but still carries a strong year to date share price return of 43.45% and a 1...

News stock has delivered a solid 39.9% gain over the past three years, yet its current valuation screens as somewhat rich on market multiples, leaving investors weighing past returns against a mixed set of valuation checks. Over the last three years, News has returned 39.9%, which puts some pressure on today’s buyers to justify paying up at current levels. The ongoing copyright dispute with Brave Software may influence how investors think about the durability and value of News Corp’s content...

Earlier this week, Goldman Sachs and JPMorgan launched new basket products tied to artificial-intelligence-related high-yield debt, including bonds issued by Cipher Digital. The inclusion of Cipher Digital in these AI-focused bond baskets brings the company onto the radar of large institutional investors that actively manage sector-specific credit exposure. We’ll now explore how Cipher Digital’s addition to AI-linked bond baskets may influence the existing investment narrative built around...

Dividend decision and recent analyst attention put Delek US Holdings in focus Delek US Holdings (DK) is back on investors' radar after its board approved a quarterly dividend of $0.255 per share, paired with renewed analyst attention and recent earnings estimate upgrades. The dividend is scheduled for payment on August 10, 2026, to shareholders of record as of August 3, 2026. This provides current and prospective investors with a clear timetable if they are assessing Delek US Holdings...

Marriott International recently signed two all-inclusive resort development agreements with Catalonia Hotels & Resorts for properties in Montego Bay, Jamaica, and Zanzibar, Tanzania, expanding its presence in high-demand leisure destinations. This push into the all-inclusive segment highlights Marriott’s effort to broaden its fee-based global portfolio and capture more leisure-focused travel spending. We’ll now examine how Marriott’s expansion into all-inclusive resorts with Catalonia could...