U.S. Other Utilities Stock News

NasdaqGS:CEG
NasdaqGS:CEGElectric Utilities

A Look At Constellation Energy (CEG) Valuation After New CyrusOne Data Center Power Deal

Constellation Energy (CEG), through its Calpine unit, just signed a 380-megawatt power and infrastructure deal with data center operator CyrusOne in Texas, plus an exclusive option for another 380 MW. See our latest analysis for Constellation Energy. That CyrusOne agreement lands while Constellation Energy’s shares trade at US$288.43, with a 7 day share price return of 10.33%, a 30 day share price return of 12.70% and a 3 year total shareholder return of about 2.5x, which together indicate...
NYSE:BJ
NYSE:BJConsumer Retailing

Should BJ’s (BJ) Rising Above Its 200-Day Average and Earnings Revisions Require Action From Investors?

BJ's Wholesale Club recently crossed above its 200-day moving average, supported by recent upward revisions to earnings estimates that point to improved expectations for its financial performance. This combination of strengthening technical momentum and more optimistic earnings projections highlights how market sentiment has shifted toward a more constructive view of the company. We’ll now explore how this earnings optimism, reflected in recent estimate revisions, interacts with BJ’s...
NYSE:ADNT
NYSE:ADNTAuto Components

Assessing Adient (ADNT) Valuation After Raised 2026 Guidance And Buybacks Attract Analyst Upgrades

Adient (NYSE:ADNT) is back in focus after raising its fiscal 2026 revenue guidance to US$14.6b, updating investors on first quarter results, and confirming completion of a sizeable multi year share repurchase program. See our latest analysis for Adient. The stronger fiscal 2026 guidance, multi year buyback completion, and recent analyst target price increases have come alongside a 90 day share price return of 35.31% and a 1 year total shareholder return of 58.05%. However, the 3 year total...
NasdaqGS:LITE
NasdaqGS:LITECommunications

Did AI-Driven Backlog And 2027 Optics Order Just Shift Lumentum Holdings' (LITE) Investment Narrative?

Lumentum Holdings Inc. recently reported fiscal second-quarter 2026 results showing sales of US$665.5 million and net income of US$78.2 million, and issued third-quarter guidance calling for net revenue between US$780 million and US$830 million. The company highlighted strong AI data center demand, a backlog of more than US$400 million in optical circuit switches, and a multi-hundred-million-dollar co-packaged optics order expected for the first half of 2027, underscoring its role in...
NasdaqGS:ROST
NasdaqGS:ROSTSpecialty Retail

A Look At Ross Stores (ROST) Valuation After Recent Share Price Momentum

Ross Stores stock snapshot after recent moves Ross Stores (ROST) has drawn fresh attention after recent share price moves, with the stock last closing at US$196.54 and posting positive returns over the past week, month and past 3 months. See our latest analysis for Ross Stores. Beyond the latest move, the 90 day share price return of 22.39% and year to date share price return of 7.55% sit alongside a 1 year total shareholder return of 43.21%. Together, these figures suggest that momentum has...
NasdaqGS:ACGL
NasdaqGS:ACGLInsurance

Is It Too Late To Consider Arch Capital Group (ACGL) After A 195% Five Year Run?

If you are wondering whether Arch Capital Group is still reasonably priced after a strong multi year run, you are not alone. This article will help you unpack what the current share price might be implying. The stock last closed at US$98.38, with returns of 7.8% over 30 days, 4.8% year to date, 11.5% over 1 year, 52.6% over 3 years and 194.8% over 5 years. These figures naturally raise questions about how much value is already reflected in the price. Recent coverage has largely focused on...
NYSE:OII
NYSE:OIIEnergy Services

Is It Too Late To Consider Oceaneering International (OII) After Its Strong Multi‑Year Run?

If you are wondering whether Oceaneering International is still fairly priced after its recent run, you are not alone. This article breaks down what you are actually paying for today. The stock last closed at US$33.15, with recent returns of 3.0% over 7 days, 22.5% over 30 days, 33.4% year to date, 30.1% over 1 year, 66.2% over 3 years and 233.2% over 5 years. This naturally raises questions about current value and risk. Recent coverage has focused on Oceaneering International as a key...
NYSE:BAP
NYSE:BAPBanks

Credicorp (NYSE:BAP) Net Profit Margin At 31.6% Tests Bullish Earnings Narrative

Credicorp FY 2025 earnings snapshot Credicorp (NYSE:BAP) has just posted another set of hefty numbers for FY 2025, with Q3 2025 revenue at S/5.3b and basic EPS of S/21.89, while trailing twelve month EPS sits at S/81.43. The group has seen revenue move from S/18.2b and EPS of S/69.24 on a trailing basis in Q4 2024 to S/20.4b and S/81.43 by Q3 2025, which puts the focus on how efficiently those earnings are being generated through its margins. See our full analysis for Credicorp. With the...
NYSE:AVY
NYSE:AVYPackaging

Avery Dennison Results Put Intelligent Labels And Margins In Sharper Focus

Avery Dennison reported fourth quarter results that highlighted resilience in margins and growth in high value categories. The Intelligent Labels segment showed solid momentum, supported by broader use cases and new customer adoption. Management pointed to continued opportunities in Intelligent Labels and reaffirmed its focus on higher value product lines. For investors watching NYSE:AVY, the latest quarter puts more attention on how the business mix is evolving rather than just the top...
NYSE:GPC
NYSE:GPCRetail Distributors

A Look At Genuine Parts (GPC) Valuation After Recent Performance Shift

Genuine Parts stock snapshot after recent performance shift Genuine Parts (GPC) has drawn fresh attention after a recent performance shift, with shares closing at US$147.16 and showing mixed moves over the past week, month and past 3 months. See our latest analysis for Genuine Parts. While the latest 1 day share price return was slightly negative, Genuine Parts still carries a 30 day share price return of 9.99% and an 18.68% year to date share price return, alongside a 1 year total...
NYSE:MS
NYSE:MSCapital Markets

Do Morgan Stanley’s (MS) Preferred Dividends and CEO Pay Mix Clarify Its Capital Allocation Priorities?

Morgan Stanley recently declared regular dividends on multiple preferred stock series, including Series M, N, A, C, E, F, I, K, L, O, P and Q, with payments scheduled for March 16 and April 15, 2026, to holders of record as of late February and March. Alongside these payouts, the bank’s record 2025 performance and US$45,000,000 CEO pay package, heavily tied to equity, underscore management’s confidence and alignment with long-term shareholders. With CEO compensation linked to future equity...
NYSE:THC
NYSE:THCHealthcare

Tenet Healthcare (THC) Valuation Check After Earnings Beat Guidance Upgrade And Ongoing Buybacks

Tenet Healthcare (THC) has been in focus after fourth quarter 2025 results topped revenue and profit expectations, paired with 2026 guidance that points to higher adjusted EBITDA and continued share repurchases. See our latest analysis for Tenet Healthcare. The latest earnings beat, 2026 guidance and ongoing buybacks have arrived after a strong run, with a 19.8% 3 month share price return and a very large 5 year total shareholder return. This suggests momentum has been building rather than...
NasdaqGS:NBIS
NasdaqGS:NBISSoftware

Nebius Group (NBIS) Q4 Loss Of US$249.6 Million Tests Bullish Profitability Narrative

Nebius Group (NBIS) just wrapped up FY 2025 with Q4 total revenue of US$227.7 million and a basic EPS loss of US$0.99, alongside net income from continuing operations showing a loss of US$249.6 million. The company has seen quarterly revenue move from US$37.9 million in Q4 2024 to US$55.3 million in Q1 2025, US$105.1 million in Q2 and US$146.1 million in Q3, while EPS swung between a loss of US$0.57 in Q4 2024 and a gain of US$1.05 in Q2 2025 before returning to a loss in the latest quarter...
NasdaqGS:ALNY
NasdaqGS:ALNYBiotechs

Alnylam Pharmaceuticals (ALNY) Turns Profitable With Q4 EPS Of US$1.41 Challenging Bearish Narratives

Alnylam Pharmaceuticals (ALNY) books FY 2025 profit as quarterly revenue tops US$1 billion Alnylam Pharmaceuticals (ALNY) has capped FY 2025 with fourth quarter revenue of US$1,097.0 million and basic EPS of US$1.41, alongside net income of US$186.4 million that continues the company’s recent move into profitability. The company has seen revenue step up from US$593.2 million and basic EPS of US$0.65 loss in Q4 2024 to US$594.2 million with EPS of US$0.44 loss in Q1 2025, US$773.7 million with...
NYSE:FOUR
NYSE:FOURDiversified Financial

Shift4 Simplifies Share Structure As Governance Shifts And Valuation Holds

Shift4 Payments has consolidated its multi share class structure into a single Class A share class. The move eliminates super voting stock and controlled company status under NYSE rules. The changes also remove future payments under the company’s tax receivable agreement. For investors watching NYSE:FOUR, this cleanup of the capital structure comes after a challenging share price stretch. The stock closed at $55.01, with returns of a 7.2% decline over the past week, an 18.0% decline over...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

Is Vertex Pharmaceuticals (VRTX) Still Attractive After Strong Multi Year Share Price Gains

If you are wondering whether Vertex Pharmaceuticals at around US$491.47 is still a sensible entry or hold, the starting point is understanding what you are actually paying for today. The share price has moved 2.8% over the last 7 days, 9.3% over the last 30 days and 8.7% year to date, with a 7.1% return over 1 year, 67.4% over 3 years and 137.4% over 5 years. This naturally raises questions about how much future growth or risk is already reflected in the price. Recent coverage has focused on...
NYSE:AYI
NYSE:AYIElectrical

Acuity CFO Sale, Strong Quarter And Higher Dividend Reframe Valuation Story

Acuity Brands (NYSE:AYI) CFO executed a significant share sale, drawing attention to insider activity. The company reported strong fiscal first quarter results, highlighting recent operational performance. Acuity announced a 17% dividend increase, signaling an update to its capital return to shareholders. Acuity Brands, which focuses on lighting and building management solutions, operates at the intersection of construction activity, energy efficiency standards and building automation...
NasdaqGS:POOL
NasdaqGS:POOLRetail Distributors

Is Pool Corp (POOL) Pricing Aligning With Mixed Returns And DCF Versus P/E Signals?

If you are wondering whether Pool's current share price still reflects its underlying value, this article will walk you through what the numbers are saying about the stock today. Over shorter periods, Pool's return has been close to flat, with a 0.1% move over the last 7 days and 0.2% over the past month, while year to date it is up 15.7% and the 1 year result sits at a 21.5% decline. These mixed returns set the backdrop for assessing whether recent news and sentiment shifts have pushed the...
NYSE:MUSA
NYSE:MUSASpecialty Retail

Why Murphy USA (MUSA) Is Up 7.8% After Earnings Beat And Dividend Hike And What's Next

Murphy USA recently reported its fourth-quarter and full-year 2025 results, showing quarterly revenue of US$4,743.6 million and net income of US$141.9 million, and the Board declared a US$0.63 per-share quarterly dividend payable on March 5, 2026, to shareholders of record on February 23, 2026. The combination of higher earnings per share, an affirmed dividend that is 29% above the first-quarter 2025 level, and continued use of past buyback authorizations highlights management’s focus on...
NYSE:D
NYSE:DIntegrated Utilities

Assessing Dominion Energy (D) Valuation After Outperformance And Ahead Of 2026 Earnings Report

Dominion Energy (D) has been in focus after its shares outperformed broader benchmarks, as investors look ahead to the February 23, 2026 earnings report and reassess shifting analyst expectations. See our latest analysis for Dominion Energy. The recent 1-month share price return of 10.39% and 12.27% year to date suggests momentum is building, while the 1-year total shareholder return of 25.34% points to a stronger longer run than the shorter term alone might imply. If Dominion Energy’s recent...
NasdaqGS:IRDM
NasdaqGS:IRDMTelecom

Is Iridium (IRDM) Recalibrating Its Growth Story With Flat 2026 Guidance Despite New Services?

In February 2026, Iridium Communications reported fourth-quarter 2025 results showing essentially flat quarterly revenue at US$212.94 million and lower net income of US$24.87 million, while full-year 2025 revenue rose to US$871.66 million and net income edged up to US$114.37 million. The company paired this with cautious 2026 guidance calling for flat to 2% total service revenue growth and Operational EBITDA of US$480 million to US$490 million, even as it highlighted new IoT, PNT, and NTN...
NYSE:PBF
NYSE:PBFOil and Gas

PBF Energy (PBF) Valuation Check After Q4 Profit Return And Martinez Refinery Restart Progress

PBF Energy (PBF) returned to profitability in the fourth quarter of 2025, helped by stronger refining margins, higher throughput, cost savings and insurance recoveries, while preparing to restart its Martinez refinery in early March. See our latest analysis for PBF Energy. The recent quarterly profit, dividend affirmation and progress at Martinez come against a backdrop of mixed trading, with a 21.07% year to date share price return, a 55.59% one year total shareholder return and a 180.90%...
NYSE:AU
NYSE:AUMetals and Mining

Is AngloGold Ashanti (AU) Finally Being Priced as a True Growth at a Reasonable Price Play?

In recent days, AngloGold Ashanti has drawn increased attention ahead of its 20 February 2026 earnings release, with analysts expecting year-over-year gains in both earnings and revenue and highlighting its solid financial position and growth credentials. At the same time, the company is being flagged as a Growth at a Reasonable Price candidate, with analysts pointing to strong profitability, active exploration such as the expanded Nevertire drilling program, and a share valuation that some...
NYSE:PBI
NYSE:PBICommercial Services

How Investors May Respond To Pitney Bowes (PBI) Insider Buying After Mixed Q4 Earnings Results

Pitney Bowes recently reported fourth-quarter results showing analyst-expected year-over-year EPS growth alongside lower revenue, and the company continued its pattern of outperforming earnings forecasts. Recent insider share purchases have drawn attention because they may signal management’s confidence in Pitney Bowes’ direction despite ongoing top-line pressure. Now we’ll explore how this insider buying, alongside the latest earnings, could influence Pitney Bowes’ existing investment...