U.S. Other Utilities Stock News

NasdaqGS:PDD
NasdaqGS:PDDMultiline Retail

How Temu Momentum and Easing Regulatory Pressure Will Impact PDD Holdings (PDD) Investors

In recent days, analysts and research firms have updated their views on PDD Holdings, highlighting moderating domestic retail momentum alongside continued strength from its Temu platform and the easing of regulatory overhang after a relatively small tax fine in Shanghai. These updates, combined with expectations for year-over-year growth in upcoming earnings and revenue, have sharpened investor focus on how PDD balances profitability, international expansion and ongoing regulatory and...
NYSE:ESI
NYSE:ESIChemicals

Element Solutions Micromax Deal Reshapes Growth Drivers And Valuation Case

Element Solutions (NYSE:ESI) has completed its acquisition of Micromax, expanding its specialty chemicals portfolio for advanced electronics applications. The company has amended its credit facilities, adding new term loans and increasing revolving credit capacity to support the transaction and future initiatives. Element Solutions, a specialty chemicals supplier to the electronics and industrial markets, is taking a bigger role in the tech hardware supply chain with the Micromax deal. The...
NasdaqGS:QS
NasdaqGS:QSAuto Components

Does QuantumScape (QS) Shipping QSE‑5 B1 Samples Mark a Real Turn Toward Commercial Discipline?

QuantumScape recently appointed veteran finance and technology executive Geoffrey Ribar to its board and reported progress in commercializing its solid-state lithium‑metal batteries, including making its Cobra ceramic separator process standard in cell production and beginning shipments of QSE‑5 B1 samples. This combination of experienced board-level financial oversight and tangible manufacturing and revenue milestones marks a shift from pure research toward an operational,...
NYSE:PSTG
NYSE:PSTGTech

Assessing Pure Storage (PSTG) Valuation After Recent Share Price Weakness

Pure Storage (PSTG) has drawn investor attention after recent share price moves, with the stock showing mixed returns over the past week, month and past 3 months. That volatility puts more focus on fundamentals. See our latest analysis for Pure Storage. The recent 1-day share price return of a 2.8% decline adds to a 7-day share price return of a 7.76% decline and a 90-day share price return of a 29.52% decline, even though the 1-year total shareholder return is roughly flat and the 3-year...
NYSE:OGS
NYSE:OGSGas Utilities

A Look At ONE Gas (OGS) Valuation After Recent Steady Shareholder Returns

ONE Gas (OGS) has drawn investor attention after recent share returns and fresh financial data highlighted its profile as a regulated utility, with revenue of US$2.37b and net income of US$254.94m. See our latest analysis for ONE Gas. At a share price of US$80.51, ONE Gas has seen a 1-month share price return of 3.99% and a 1-year total shareholder return of 18.71%, which suggests steady momentum rather than a sharp re-rating. If this kind of steady utility performance has your attention, it...
NasdaqGS:ITRI
NasdaqGS:ITRIElectronic

Assessing Itron (ITRI) Valuation After New AI Grid Edge Deals And Wildfire Mitigation Push

Itron (ITRI) has just stacked up a series of AI focused grid edge deals, ranging from wildfire mitigation with Toumetis in Southern California to expanded deployments with Pacific Gas and Electric Company and new resilience tools showcased at DTECH 2026. See our latest analysis for Itron. Itron’s recent AI focused deals and grid edge launches come after a mixed share price run. The company has reported a 7.03% year to date share price return alongside a 1 year total shareholder return decline...
NasdaqGS:CMCSA
NasdaqGS:CMCSATelecom

Is Comcast (CMCSA) Pricing Create An Opportunity After Recent Share Price Weakness

If you are trying to figure out whether Comcast's current share price reflects good value or not, it helps to separate short term noise from what the numbers actually say. The stock recently closed at US$29.76, with returns of 4.8% over the last week, 5.8% over the last month, 0.7% year to date, and a 2.5% decline over the last year, along with 3 year and 5 year declines of 9.5% and 30.3% respectively. Recent coverage around Comcast has largely centered on its position as a major US telecom...
NYSE:PFS
NYSE:PFSBanks

Provident Financial Services (PFS) Is Up 10.3% After Earnings Beat, New Dividend And Buyback Plan

Provident Financial Services recently reported stronger fourth-quarter 2025 results, with higher net interest income of US$197.41 million and net income of US$83.43 million, while its Board approved a US$0.24 quarterly dividend payable on February 27, 2026 and authorized a new share repurchase program of up to 2,810,000 shares. Alongside healthier asset quality, evidenced by lower net loan charge-offs of US$4.15 million, management’s 2026 earnings guidance and renewed buyback authorization...
NYSE:UNP
NYSE:UNPTransportation

Union Pacific (UNP) Valuation Check After Record US$1.2b Locomotive Modernization Deal With Wabtec

Union Pacific (UNP) just signed a US$1.2b locomotive modernization agreement with Wabtec, described as the largest such investment in rail history. Investors are weighing what this means for efficiency, reliability and long term capital allocation. See our latest analysis for Union Pacific. The locomotive deal lands just after Union Pacific’s fourth quarter results, where revenue of US$6,085m was roughly in line with the prior year and earnings per share edged higher, and as its proposed...
NYSE:AMG
NYSE:AMGCapital Markets

A Look At Affiliated Managers Group (AMG) Valuation After Recent Share Price Moves

Affiliated Managers Group stock snapshot after recent performance Affiliated Managers Group (AMG) has drawn investor attention after a recent 1 day return of a 2.5% decline, alongside mixed shorter term moves and a past 3 months return of 20.1%. With the shares last closing at $308.40 and a reported value score of 1, investors are weighing this price against the company’s current fundamentals and its role as a diversified investment management business. See our latest analysis for Affiliated...
NYSE:VTOL
NYSE:VTOLEnergy Services

Assessing Bristow Group (VTOL) Valuation After Major Debt Refinancing And Balance Sheet Reshaping

Bristow Group (VTOL) has just reshaped its balance sheet by closing a US$500 million offering of 6.750% senior secured notes due 2033 and extending its asset based revolving credit facility to 2031. See our latest analysis for Bristow Group. These financing moves come after a strong run in the shares, with a 30 day share price return of 21.45% and a 1 year total shareholder return of 29.09%. This points to momentum that has been supported by Bristow’s recent Electra EL9 aircraft agreement and...
NYSE:CLX
NYSE:CLXHousehold Products

Is Clorox’s ERP Strain And GOJO Deal Altering The Investment Case For Clorox (CLX)?

The Clorox Company recently reported its fiscal second-quarter 2026 results, with sales of US$1,673 million slightly below last year and earnings per share declining as ERP-related disruptions and higher promotions weighed on margins. At the same time, Clorox reaffirmed its full-year outlook and highlighted the planned acquisition of GOJO Industries as it pushes digital transformation, supply chain fixes and a heavier innovation pipeline to support its brands. With this backdrop, we’ll...
NasdaqCM:CAPR
NasdaqCM:CAPRBiotechs

A Look At Capricor Therapeutics (CAPR) Valuation After Its New Shelf Registration Filing

Capricor’s new shelf registration and what it might mean for shareholders Capricor Therapeutics (CAPR) has filed a shelf registration of about US$64.9 million for 2,868,420 shares of common stock linked to an ESOP related offering, giving the company flexibility to issue equity over time. For you as a shareholder or potential investor, this kind of filing often raises two immediate questions: how it might affect ownership dilution, and what it suggests about the company’s future funding...
NYSE:NEE
NYSE:NEEElectric Utilities

Is It Too Late To Consider NextEra Energy (NEE) After A 31% One Year Gain?

If you are wondering whether NextEra Energy's share price still offers value, a good starting point is to look closely at how its current market price lines up with different valuation measures. The stock last closed at US$88.82, with total returns of 1.9% over 7 days, 9.7% over 30 days, 9.7% year to date, 31.0% over 1 year, 27.4% over 3 years, and 20.4% over 5 years. This gives important context before judging whether it looks expensive or cheap. Recent coverage around NextEra Energy has...
NasdaqGS:SEDG
NasdaqGS:SEDGSemiconductor

Assessing SolarEdge Technologies (SEDG) Valuation As Earnings Approach And Analyst Views Shift

Investor attention around SolarEdge Technologies (SEDG) is building as the company approaches its next earnings release, with recent estimate revisions pointing to changing views on its near term business trends. See our latest analysis for SolarEdge Technologies. At a share price of US$30.97, SolarEdge has seen a 1 day share price return of 1.08%, alongside a 90 day share price return decline of 24.5%, even as its 1 year total shareholder return of about 1.2x suggests a sharp rebound from...
NasdaqGS:XERS
NasdaqGS:XERSPharmaceuticals

How Xeris’ Diversified Product Portfolio and XP-8121 Progress Could Shape Xeris Biopharma (XERS) Investors

In recent coverage, Xeris Biopharma Holdings has been highlighted for its commercial therapies Gvoke, Keveyis, and Recorlev, alongside its phase 3 candidate XP-8121 for hypothyroidism, which together are drawing strong interest from analysts and investors. An interesting angle is how this mix of approved products and a late-stage pipeline asset is shaping perceptions of Xeris as a more diversified biopharma platform rather than a single-drug story. Next, we’ll examine how this emphasis on...
NYSE:ETSY
NYSE:ETSYMultiline Retail

Etsy (ETSY) Is Down 9.1% After Depop Momentum And Buybacks Reshape Its Mobile Marketplace Narrative

In recent quarters, Hussman Strategic Advisors doubled its stake in Etsy, making the stock its second-largest holding, as Etsy’s core marketplace and Depop resale app both delivered gross merchandise sales growth and management continued executing a US$1.20 billion share repurchase program. An interesting angle is how Etsy’s mobile-first pivot, with higher app rankings and stronger engagement, is turning Depop into a major growth engine within the broader marketplace ecosystem. Given Etsy’s...
NYSE:BBAI
NYSE:BBAIIT

Why BigBear.ai (BBAI) Is Down 19.6% After Doubling Authorized Stock For Global AI Customs Push

In late January 2026, BigBear.ai’s UAE business announced a partnership with Maqta Technologies, the digital arm of AD Ports Group, to co-develop AI-powered customs and border solutions aimed at speeding cargo processing and improving detection of contraband across ports and border crossings worldwide. At the same time, BigBear.ai has called a February 18, 2026 special meeting to seek shareholder approval to amend its charter and double authorized common stock, a move that could reshape its...
NYSE:NYT
NYSE:NYTMedia

Assessing New York Times (NYT) Valuation After Strong Earnings And Growing Digital Subscriptions

New York Times (NYT) is back in focus after reporting its fourth quarter and full year 2025 results, with higher revenue and net income year on year and continued growth in digital subscribers. See our latest analysis for New York Times. At a share price of $72.21, New York Times has had a 25.34% 90 day share price return and a 30.85% 1 year total shareholder return. This suggests recent momentum has built on longer term gains as investors weigh earnings and its push into new digital...
NYSE:CHH
NYSE:CHHHospitality

Does Everhome Suites’ Steady Expansion Clarify Choice Hotels’ (CHH) Extended‑Stay Strategy or Blur It?

Choice Hotels International’s Everhome Suites brand has recently expanded in the US with new openings in San Antonio, Bowling Green and Somerset, bringing the midscale extended-stay portfolio to 27 operating properties nationwide. This expansion underscores Choice Hotels’ focus on longer-stay, apartment-style accommodations in employment-rich corridors near universities, healthcare hubs and major corporate centers. We’ll now examine how Everhome Suites’ growing footprint in extended-stay...
NasdaqGS:CIFR
NasdaqGS:CIFRSoftware

Cipher Mining Expands To 3GW As AI Pivot Reshapes Investment Story

Cipher Mining (NasdaqGS:CIFR) is rapidly expanding its data center footprint to more than 3 gigawatts. The company is pivoting its business model to supply infrastructure for hyperscaler AI customers. Recent land acquisitions in West Texas are a key part of this move toward serving top tier technology clients. Cipher Mining, trading at $16.26, has seen its share price move sharply over the past year, with a 1 year return of 179.9%. Over the past week the stock is down 13.3%, while the 30...
NasdaqGS:XMTR
NasdaqGS:XMTRTrade Distributors

Can Xometry’s (XMTR) AI-Led Reshoring Push Redefine Its Aerospace Supply Chain Advantage?

Xometry recently released survey findings showing that aerospace and defense leaders are prioritizing AI-driven sourcing, additive manufacturing, and workforce upskilling to speed programs and strengthen supply chain resilience in 2026 and beyond. The survey also underscored that most aerospace and defense executives view reshoring and secure, certified domestic manufacturing platforms, such as Xometry’s ITAR-registered, CMMC Level 2–certified network, as essential to future success. Next,...
NYSE:NEU
NYSE:NEUChemicals

Assessing NewMarket (NEU) Valuation After Clearing Key GARP Screens On Growth And Profitability

GARP screen puts NewMarket in focus for value conscious growth investors NewMarket (NEU) has moved onto investor radar after clearing key Growth at a Reasonable Price screens, highlighting steady earnings growth, a reasonable PEG ratio, high profitability, and strong financial fundamentals. See our latest analysis for NewMarket. NewMarket’s share price has recently picked up, with a 2.53% 1 day move and 6.89% 7 day share price return. However, the 90 day share price return of 11.27% contrasts...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Arm’s AI And Data Center Shift Recasts Royalty Growth Story

Arm Holdings (NasdaqGS:ARM) is reporting growing adoption of its v9 and CSS technologies in AI and data center workloads. These technologies are expanding Arm's royalty base beyond mobile applications. Recent analyst commentary links this trend to demand for AI infrastructure using Arm based designs. Arm Holdings, trading at $104.55, is increasingly tied to AI and data center activity rather than relying only on mobile markets. The stock has seen a 9.0% decline over the past week and an...