U.S. Other Utilities Stock News

NasdaqGS:INTA
NasdaqGS:INTASoftware

Intapp (INTA) Q2 Loss Narrows To US$5.9 Million Testing Profitability Narrative

Intapp (INTA) has just posted Q2 2026 results with revenue of US$140.2 million and a basic EPS loss of US$0.07, while trailing twelve month figures show revenue of US$543.3 million and a basic EPS loss of US$0.29. The company has seen quarterly revenue move from US$121.2 million in Q2 2025 to US$140.2 million in Q2 2026, alongside quarterly basic EPS losses ranging from US$0.13 to US$0.01 over that period. This frames how investors may weigh a still loss-making profile against expectations...
NYSE:IP
NYSE:IPPackaging

International Paper (IP) Is Up 7.7% After Deep Restructuring Amid Heavy 2025 Losses – What's Changed

International Paper recently reported fourth-quarter and full-year 2025 results showing sales rising to US$6,006 million for the quarter and US$23.63 billion for the year, while posting net losses of US$2,384 million and US$3,516 million respectively. At the same time, the company is overhauling its portfolio by selling its Global Cellulose Fibers business for US$1.5 billion and planning to split its packaging operations into two regional, publicly traded companies. Next, we’ll look at how...
NYSE:TWLO
NYSE:TWLOIT

Assessing Twilio (TWLO) Valuation After Genspark AI Calling Partnership News

What the Genspark partnership means for Twilio stock Twilio (TWLO) is in focus after Genspark chose Twilio Programmable Voice to power its Call for Me AI agent, a service that automates multilingual phone calls for everyday tasks and customer service workflows. The announcement has sparked fresh debate around how AI driven calling agents could affect Twilio's customer engagement platform, its revenue mix, and how investors think about the company's role in communications software over the...
NasdaqGS:CVLT
NasdaqGS:CVLTSoftware

Commvault Systems (CVLT) Is Down 8.8% After Mixed Guidance, SaaS ARR Slowdown And New Investigation – Has The Bull Case Changed?

In late January and early February 2026, Commvault reported record quarterly revenue, raised its fiscal 2026 guidance, detailed progress on its long-running share repurchase program, and introduced new offerings such as Commvault Geo Shield and expanded Google Cloud data-resilience capabilities. At the same time, investors focused on decelerating SaaS annual recurring revenue growth, guidance that fell short of analyst expectations, and a new securities law investigation that together...
NasdaqGS:EXLS
NasdaqGS:EXLSProfessional Services

A Look At ExlService Holdings (EXLS) Valuation After Recent Share Price Weakness

Event context and recent share performance ExlService Holdings (EXLS) is drawing investor attention after a period of weaker share performance, with the stock showing a 22.7% decline over the past month and a 16.2% decline over the past 3 months. Over longer horizons, the total return stands at a 21.2% decline year to date and a 37.2% decline over the past year. The 5 year total return is 88.5%, setting a mixed backdrop for fresh analysis. See our latest analysis for ExlService Holdings. The...
NasdaqGS:MTSI
NasdaqGS:MTSISemiconductor

MACOM Faces China AI Export Reviews As Valuation Looks Stretched

MACOM Technology Solutions Holdings (NasdaqGS:MTSI) is facing material uncertainty as US authorities review export licenses tied to high end AI chip shipments to China. Government delays in processing these licenses are affecting Chinese customer orders and introducing new risk to MACOM's global sales operations. The issue centers on national security concerns around advanced semiconductor hardware and its potential use in sensitive AI applications. MACOM, a supplier of high performance...
NYSE:GEF
NYSE:GEFPackaging

Is Greif’s Margin-Driven Profit Surge Reshaping The Investment Case For Greif (GEF)?

Greif, Inc. reported first-quarter 2025 results for the period ended December 31, 2025, with sales of US$994.8 million versus US$1,016.7 million a year earlier and net income of US$174.6 million compared with US$22 million. The sharp increase in profitability despite slightly lower sales highlights a meaningful shift in Greif’s earnings mix and cost or margin profile. We’ll now consider how this earnings-driven jump in net income shapes Greif’s investment narrative and what it may signal for...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Amazon Resets Grocery Footprint And Costs After Returns Settlement

Amazon.com announced plans to cut 16,000 corporate roles and close all Amazon Fresh stores as it reshapes its grocery and physical retail footprint. The company will convert some existing locations into Whole Foods Market outlets, signaling a different approach to brick and mortar operations. Amazon also agreed to a $309 million class action settlement related to its returns process, with both cash payments and changes aimed at improving customer experience. For investors watching...
NYSE:KO
NYSE:KOBeverage

Coca-Cola Cuts Frozen Minute Maid To Refine Juice Portfolio And Growth Narrative

Coca-Cola is discontinuing its Minute Maid frozen juice concentrates in the U.S. and Canada. The company is shifting focus toward fresh juice offerings, citing changing consumer preferences. The change affects a long running grocery staple and reflects how Coca-Cola is managing its wider beverage mix. Coca-Cola (NYSE:KO) is making this product shift while its shares trade at $77.35. The stock has logged returns of 5.9% over the past week and 13.9% over the past month, with a 26.2% return...
NYSE:BSX
NYSE:BSXMedical Equipment

Boston Scientific (BSX) Margin Expansion Reinforces Bullish Profitability Narratives

Boston Scientific (BSX) has wrapped up FY 2025 with fourth quarter revenue of US$5.3b, basic EPS of US$0.45 and net income excluding extra items of US$672m. On a trailing twelve month basis, revenue reached US$20.1b, EPS was US$1.96 and net income excluding extra items came in at US$2.9b. Over the past six reported quarters, the company has seen quarterly revenue move from US$4.2b in Q3 2024 to between US$4.7b and US$5.3b in FY 2025. Basic EPS has ranged from US$0.32 in Q3 2024 to US$0.54 in...
NYSE:PDM
NYSE:PDMOffice REITs

Piedmont Realty Trust (PDM) Valuation Check After Recent Share Price Momentum

Piedmont Realty Trust (PDM) has drawn fresh attention after recent trading, with the share price at $8.63 and short-term returns over the past month and past 3 months both in positive territory. See our latest analysis for Piedmont Realty Trust. Short-term momentum has picked up, with a 1-day share price return of 2.86% and a 7-day share price return of 7.61%. The 1-year total shareholder return of 4.54% contrasts with a 5-year total shareholder return decline of 31.24%, suggesting recent...
NYSE:EXP
NYSE:EXPBasic Materials

Are Eagle Materials' (EXP) Ongoing Buybacks Offsetting Softer EPS Or Masking Deeper Profit Pressures?

Eagle Materials Inc. has reported past third-quarter 2025 results showing sales of US$555.96 million and net income of US$102.9 million, alongside lower earnings per share compared with the prior year period. Over the same timeframe, the company continued advancing a long-running share repurchase program, buying back 648,000 shares for US$142.6 million and bringing total buybacks since 2004 to US$3.19 billion. Next, we’ll examine how softer earnings alongside the ongoing share repurchase...
NasdaqGS:CNOB
NasdaqGS:CNOBBanks

A Look At ConnectOne Bancorp (CNOB) Valuation After Earnings Growth Dividends And Higher Charge Offs

ConnectOne Bancorp (CNOB) is in focus after releasing fourth quarter and full year 2025 results that included higher net interest income and net income, alongside increased net loan charge-offs and fresh common and preferred dividend declarations. See our latest analysis for ConnectOne Bancorp. The recent earnings release, higher net interest income and dividend declarations appear to be feeding into improving momentum, with a 90 day share price return of 13.32% and a 5 year total shareholder...
NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

A Look At AeroVironment (AVAV) Valuation After New US$75 Million Air Force Award And CAL Analytics Deal

AeroVironment (AVAV) is back in focus after securing a US$75 million task order from the U.S. Air Force to develop next generation biotechnology and materials science, as well as making progress on autonomous airspace management with CAL Analytics. See our latest analysis for AeroVironment. Despite the fresh US$75 million Air Force award and the CAL Analytics collaboration, AeroVironment’s share price has recently pulled back, with a 1-day share price return decline of 9.85% and a 90-day...
OTCPK:STLE
OTCPK:STLEBanks

Steele Bancorp (OTCPK:STLE) Net Interest Margin Expansion Challenges Cautious Credit Narratives

Steele Bancorp (OTCPK:STLE) has just posted its FY 2025 numbers, with fourth quarter revenue of US$13.5 million and EPS of US$1.64, set against trailing 12 month revenue of US$31.0 million and EPS of US$9.15. The company has seen revenue move from US$17.2 million and EPS of US$2.50 on a trailing basis in 2024 Q3 to US$31.0 million and EPS of US$9.15 by 2025 Q4, giving investors a results set where profitability and margins sit firmly in the spotlight. See our full analysis for Steele...
NYSE:TGT
NYSE:TGTConsumer Retailing

A Look At Target (TGT) Valuation As Analyst Upgrades And New CEO Fuel Turnaround Hopes

Target (TGT) is back in focus after analyst upgrades and the arrival of new CEO Michael Fiddelke. Investors are weighing whether his turnaround agenda and margin plans justify the recent pickup in stock activity. See our latest analysis for Target. The recent analyst upgrades and Michael Fiddelke’s arrival come after a strong run in the shares, with a 90 day share price return of 28.02% and a year to date share price return of 13.55% to US$114.13. However, the 1 year total shareholder return...
NYSE:VSH
NYSE:VSHElectronic

Vishay Intertechnology Q4 Profitability Return Challenges Persistent Bearish Narratives On Earnings

Vishay Intertechnology FY 2025 earnings snapshot Vishay Intertechnology (VSH) closed FY 2025 with Q4 revenue of US$800.9 million and basic EPS of US$0.01. The trailing twelve months show total revenue of about US$3.1 billion and a small net loss of US$9.0 million. The company reported quarterly revenue ranging from US$715.2 million in Q1 2025 to US$800.9 million in Q4 2025, with EPS moving between a loss of US$0.06 in Q3 2025 and a profit of US$0.01 in Q4 2025 as margins shifted through the...
NasdaqGS:GABC
NasdaqGS:GABCBanks

German American Bancorp (GABC) Valuation Review After Earnings Beat And Dividend Increase

Earnings and dividend move put German American Bancorp (GABC) in focus German American Bancorp (GABC) drew fresh attention after reporting fourth quarter and full year 2025 results, with higher net interest income and net income, alongside a 7% increase in its regular quarterly dividend. See our latest analysis for German American Bancorp. The earnings release and dividend increase have arrived alongside a strong share price run, with the latest close at $44.23 and a 30 day share price return...
NasdaqGS:URBN
NasdaqGS:URBNSpecialty Retail

Assessing Urban Outfitters (URBN) Valuation After Strong Multi‑Year Shareholder Returns

Urban Outfitters stock moves after recent performance Urban Outfitters (URBN) has drawn fresh investor attention after recent share price swings, with the stock showing mixed returns over the past month and past 3 months and a one year total return of 29.8%. See our latest analysis for Urban Outfitters. At a share price of US$73.82, Urban Outfitters has seen a 6.1% 7 day share price return and an 18.1% 90 day share price return, while the 1 year total shareholder return of 29.8% and 3 year...
OTCPK:FBAK
OTCPK:FBAKBanks

First National Bank Alaska (FBAK) Earnings Growth Outpaces Five Year Trend And Tests Valuation Debate

First National Bank Alaska (FBAK) has wrapped up FY 2025 with Q4 revenue of US$56.2 million, EPS of US$6.33 and net income of US$20.1 million, setting the tone for how investors read the full year. The bank has seen revenue move from US$52.2 million in Q4 2024 to US$56.2 million in Q4 2025, while trailing twelve month EPS sits at US$24.48 on net income of US$77.5 million, giving you a clear line of sight on how the top line is feeding into profitability. With a trailing net profit margin of...
NYSE:SR
NYSE:SRGas Utilities

Spire (SR) Q1 EPS Stability Reinforces Bullish Earnings Narrative

Spire (SR) Q1 2026 results in focus Spire (SR) opened fiscal 2026 with Q1 revenue of US$762.2 million and basic EPS of US$1.55, setting a clear reference point after a mixed run of quarterly results. The company reported revenue of US$669.1 million in Q1 2025 and US$762.2 million in Q1 2026, while basic EPS moved from US$1.34 to US$1.55 over the same period, alongside trailing twelve month EPS of US$4.59 on revenue of US$2.6 billion. With earnings growth over the past year, improving net...
NYSE:PJT
NYSE:PJTCapital Markets

Why PJT (PJT) Pairing Record Earnings With a Dividend Raise Tests Its Profitability Story

PJT Partners reported its fourth-quarter and full-year 2025 results on February 3, 2026, posting higher year-on-year revenue and earnings while its board declared a US$0.25 per share quarterly dividend payable on March 18, 2026 to Class A shareholders of record on March 4, 2026. The quarter delivered record annual financial results yet came with a revenue shortfall versus expectations, even as earnings per share exceeded analyst forecasts, highlighting strong profitability alongside...
NYSE:REXR
NYSE:REXRIndustrial REITs

Why Rexford Industrial Realty (REXR) Is Up 6.4% After FFO Beat, Buyback And CEO Transition

Rexford Industrial Realty recently reported fourth-quarter 2025 results that beat expectations on funds from operations at US$144.1 million, or US$0.59 per share, while revenue came in slightly below forecasts. The company also unveiled a CEO transition effective April 1, 2026, alongside a new US$500 million stock repurchase program and a 1.2% dividend increase, underscoring management’s confidence in its capital allocation approach. Next, we’ll examine how this combination of stronger funds...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Palantir’s Record AI Deals And 2026 Outlook Confront Lofty Valuation

Palantir Technologies (NasdaqGS:PLTR) reported quarterly results with record-breaking revenue and profitability driven by its Artificial Intelligence Platform. Demand from U.S. commercial and government customers was a key driver, with multiple major long-term government deals announced in the same update. Management issued guidance that extends through 2026, highlighting its expectations for continued growth during that period. Palantir focuses on data analytics and AI software that helps...