U.S. Other Utilities Stock News

NYSE:WPC
NYSE:WPCREITs

Assessing W. P. Carey (WPC) Valuation After Q4 Beat, 2026 Guidance And €1b Notes Offering

W. P. Carey (WPC) is back in focus after a packed fourth quarter, with FFO and revenue above expectations, fresh 2026 guidance, a dividend increase, heavy portfolio activity, and a €1 billion senior unsecured notes offering. See our latest analysis for W. P. Carey. The recent earnings beat, higher 2026 AFFO guidance and the €1b senior unsecured notes offering appear to sit behind a clear shift in sentiment, with a 10.95% 3 month share price return and a 33.76% 1 year total shareholder return...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Meta Indiana AI Data Center Raises Big Questions For META Valuation

Meta Platforms has started construction on a $10 billion, 1-gigawatt data center campus in Lebanon, Indiana. The facility is designed to support Meta's AI workloads and core products as part of a broader expansion in AI infrastructure. Meta plans to allocate up to $135 billion in 2026 for AI related infrastructure, with the Indiana site among its largest projects. The campus is expected to be one of the most power dense data centers globally, incorporating advanced water reuse and...
NasdaqGS:HTHT
NasdaqGS:HTHTHospitality

Assessing H World Group (NasdaqGS:HTHT) Valuation After Launch Of Budget-Focused Hanting Inn Brand

H World Group (HTHT) has launched Hanting Inn, a new economy hotel brand aimed at lower tier cities and price sensitive markets, using a low investment, asset light model tailored for faster expansion. See our latest analysis for H World Group. H World Group’s new Hanting Inn launch comes as the share price sits at US$52.53, with a 30 day share price return of 7.12% and a 90 day share price return of 16.17%. The 1 year total shareholder return of 51.79% suggests momentum has been building...
NYSE:BAX
NYSE:BAXMedical Equipment

Baxter Restructuring And Divestiture Plan Tests Turnaround And Valuation Case

Baxter International (NYSE:BAX) is rolling out a new decentralized operating model after a challenging fourth quarter and full year. The company is separating its Kidney Care business and reshaping its board as part of a broad restructuring effort. Management is also working to streamline operations following margin pressure, operational issues, and a sizeable goodwill impairment. Baxter International enters this restructuring phase with its shares at $19.79 and a difficult recent track...
NYSE:CACI
NYSE:CACIProfessional Services

Insider Sales At CACI International Contrast With Bullish Analyst Outlook

CACI International Executive Vice President and General Counsel, William Koegel, sold 2,000 shares of NYSE:CACI. This was his latest transaction in a pattern of insider selling over the past year, with no insider purchases reported in that period. The activity comes with CACI International shares recently closing at $573.3. For investors watching NYSE:CACI, this cluster of insider sales is arriving after a strong longer term share move, with the stock up 69.4% over the past year and 144.7%...
NYSE:MRK
NYSE:MRKPharmaceuticals

Is Merck’s First PD-1 Ovarian Cancer Approval Reshaping The Investment Case For Merck (MRK)?

In early February 2026, Merck received FDA approval for KEYTRUDA and KEYTRUDA QLEX plus paclitaxel, with or without bevacizumab, for adults with PD-L1 positive, platinum-resistant epithelial ovarian, fallopian tube or primary peritoneal carcinoma after one or two prior systemic treatments. This marks the first approval of a PD-1 inhibitor regimen for this hard-to-treat setting, broadening KEYTRUDA’s reach in women’s cancers and reinforcing Merck’s oncology franchise. Next, we’ll examine how...
NYSE:NEU
NYSE:NEUChemicals

Assessing NewMarket (NEU) Valuation As Shares Trade Near Half Of DCF Fair Value Estimate

What recent returns say about NewMarket With no single headline event setting the tone, NewMarket (NEU) has been moving under the radar. The stock has shown a 0.7% decline over the past day and weaker performance over the past week. See our latest analysis for NewMarket. Beyond the latest 0.7% daily share price decline, NewMarket’s recent 7 day and 90 day share price returns of 17.0% and 21.1% point to fading short term momentum. At the same time, 1 year and 3 year total shareholder returns...
NasdaqGS:CART
NasdaqGS:CARTConsumer Retailing

Assessing Instacart’s (CART) Valuation After Recent Share Price Volatility

Why Maplebear’s recent performance has investors taking a closer look Maplebear (CART), better known as Instacart, has drawn investor attention after a mixed run, with the share price up over the past week but showing weaker returns over the past month and past 3 months. See our latest analysis for Maplebear. At around $36.30, the latest move, including a 1 day share price return of 9.21% and a year to date share price return decline of 17.33%, points to short term momentum but weaker longer...
NYSE:TWO
NYSE:TWOMortgage REITs

Two Harbors Investment (TWO) Is Up 5.8% After Swinging From 2025 Profit To Loss - Has The Bull Case Changed?

Two Harbors Investment Corp. recently reported fourth-quarter 2025 results, with net income falling to US$11.72 million and a basic loss per share from continuing operations of US$0.02, compared with basic earnings per share of US$2.54 a year earlier. For the full year 2025, the company moved from net income of US$298.17 million to a net loss of US$454.30 million, underscoring a sharp swing in profitability that reframes how investors may view its risk and return profile. Against this...
NYSE:DE
NYSE:DEMachinery

Deere’s AI Push And Tenna Deal Reframe Growth And Cycle Resilience

Deere (NYSE:DE) is pushing further into autonomous farming with AI-powered tractors and expanded digital platforms. The company is integrating these efforts with its recent acquisition of Tenna, a construction equipment tracking and fleet management provider. Together, these moves reflect a technology focused shift toward precision, data driven agriculture and equipment management. Deere, trading at $602.92, is increasingly defined by its software, automation and connected equipment, not...
NasdaqGM:VITL
NasdaqGM:VITLFood

Vital Farms (VITL) Is Up 8.8% After Strong Revenue Beat And Ahead Of 2025 Results - What's Changed

Vital Farms recently reported quarterly results showing a 37.2% year-over-year revenue increase and an earnings per share beat, while also preparing to release its fourth-quarter and full-year 2025 results on February 26, 2026. At the same time, the company’s valuation is graded favorably versus peers even as consensus earnings estimates have softened slightly, creating a nuanced picture for investors. Next, we’ll examine how Vital Farms’ combination of strong recent revenue growth and a...
NYSE:STAG
NYSE:STAGIndustrial REITs

Stronger Q4 Results And Higher Dividend Might Change The Case For Investing In STAG Industrial (STAG)

STAG Industrial, Inc. reported past full-year 2025 results showing sales of US$843.01 million, revenue of US$845.18 million, and net income of US$273.52 million, alongside strong Q4 leasing activity, high occupancy of 96.4%, and meaningful property acquisitions. The company’s 6.3% increase in core FFO per share, 4% dividend raise, the largest since 2014, and shift to quarterly payments underscore how heightened leasing, acquisitions, and disciplined balance sheet management are reshaping its...
NYSE:KFY
NYSE:KFYProfessional Services

A Look At Korn Ferry (KFY) Valuation As Quality Metrics Clash With Cost And Market Pressures

Recent analysis of Korn Ferry (KFY) has drawn attention to its strong return on invested capital and profit quality, while also flagging end market pressures and rising expenses that are shaping a more cautious investor mood. See our latest analysis for Korn Ferry. The recent 7 day share price return of 8.09% decline and 30 day share price return of 9.92% decline, alongside a relatively modest 5.90% decline in 1 year total shareholder return and positive 3 and 5 year total shareholder...
NasdaqGS:TW
NasdaqGS:TWCapital Markets

Did Tradeweb’s MAXEX Push and Bigger Buyback Just Shift Tradeweb Markets' (TW) Investment Narrative?

In February 2026, Tradeweb Markets Inc. reported fourth-quarter 2025 revenue of US$521.18 million and net income of US$324.99 million, raised its quarterly dividend to US$0.14 per share, completed a prior share repurchase program, authorized a new US$500 million buyback, and earlier this month announced a commercial collaboration and investment with MAXEX to link its more than 3,000 global clients to MAXEX’s roughly 400 U.S. mortgage lenders and institutional investors. By connecting...
NasdaqGS:FOXA
NasdaqGS:FOXAMedia

Fox Taps Disney Veteran Aragón To Refresh Advertising And Investor Story

Fox (NasdaqGS:FOXA) has appointed Lucas P. Aragón as Senior Vice President, Creative at FOX Advertising. Aragón joins from Disney, bringing experience across major networks including OWN. The hire signals a focus on creative branding and client facing campaigns within Fox's advertising business. For investors tracking Fox at a current share price of $56.35, this leadership move arrives after a mixed return profile, with a 2.3% gain over the past year alongside a 58.4% return over three...
NasdaqGS:ADI
NasdaqGS:ADISemiconductor

Does ADI’s Special Meeting Stance and Barclays Upgrade Recast Its Governance and Industrial Narrative?

On February 9, 2026, Analog Devices, Inc. informed shareholders that it had received a proposal to further amend special meeting rights and urged investors to vote against it, emphasizing that its existing 25% threshold already replaced a prior 80% requirement. The company argued that keeping the current special meeting threshold aligns with public company best practices and helps prevent a small minority of shareholders from exerting disproportionate influence over corporate...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Apple Faces Regulatory Scrutiny And AI Delays As Valuation Sits Near Fair Value

US regulators have issued a formal warning to Apple over alleged political bias in Apple News, flagging potential legal or operational changes to the service. Separately, Apple is contending with an internal delay to its flagship AI powered Siri upgrade, slowing the rollout of its next generation assistant. Together, these developments raise fresh questions about Apple’s regulatory risk, AI positioning, and product execution that investors are watching closely. For investors looking at...
NasdaqGM:CRSP
NasdaqGM:CRSPBiotechs

Assessing CRISPR Therapeutics (CRSP) Valuation After Recent Short Term Share Price Momentum

CRISPR Therapeutics stock snapshot CRISPR Therapeutics (CRSP) has drawn attention after recent trading moves, with the stock closing at US$53.07 and showing mixed returns over the past year, including a 1 day gain of 8.5% and a 1 year total return of 6.7%. See our latest analysis for CRISPR Therapeutics. That sharp 8.5% 1 day share price return and 6.8% 7 day share price return sit against a relatively flat 30 and 90 day share price performance. Longer term total shareholder returns mix a...
NYSE:BABA
NYSE:BABAMultiline Retail

Alibaba Faces Pentagon Scrutiny While Advancing Qwen 3.5 AI Ambitions

The US Department of Defense briefly listed Alibaba Group Holding as a "Chinese military company" before withdrawing the designation. Shortly after, Alibaba introduced Qwen 3.5, a new AI model aimed at competing in agentic AI with major global tech players. Alibaba Group Holding (NYSE:BABA) is back in focus after the Pentagon's short lived move to classify it as tied to the Chinese military, followed by a reversal of that decision. The episode has drawn attention to regulatory and...
NYSE:LC
NYSE:LCConsumer Finance

A Look At LendingClub (LC) Valuation After KBW 2026 Update On Growth Plans And Earnings Transparency

LendingClub (LC) is back in focus after its appearance at the KBW 2026 Winter Financial Services Conference, where management outlined product expansion, loan growth ambitions, profitability targets, and accounting changes aimed at clearer earnings. See our latest analysis for LendingClub. Despite the upbeat guidance and accounting simplification outlined at the KBW conference, LendingClub’s recent share price momentum has cooled, with a 30-day share price return of 24.69% and a year to date...
NYSE:VST
NYSE:VSTRenewable Energy

Vistra (VST) Is Up 12.1% After New Meta Nuclear Deal And Analyst Upgrades - Has The Bull Case Changed?

In recent days, Vistra has been upgraded to Buy by both Jefferies and Goldman Sachs, while also announcing a 20-year agreement to supply more than 2,600 MW of zero-carbon nuclear energy to Meta. This combination of multiple analyst upgrades and a landmark long-term nuclear power contract highlights Vistra’s growing importance as a large-scale clean energy supplier to data center and corporate customers. We’ll now look at how this long-term Meta nuclear contract could reshape Vistra’s...
NYSE:DVN
NYSE:DVNOil and Gas

Weaker Earnings And Oil‑to‑Gas Shift Might Change The Case For Investing In Devon Energy (DVN)

Devon Energy recently reported that its February 17, 2026 earnings release showed earnings per share down more than 30% year over year, alongside an 8.52% revenue decline and a shift toward higher gas revenues but lower oil revenues. This combination of weaker earnings and a changing oil-gas revenue mix has prompted analysts to reassess their expectations and trim earnings forecasts. Next, we’ll consider how these weaker near-term earnings expectations and downward estimate revisions affect...
NasdaqGS:ZION
NasdaqGS:ZIONBanks

Is Zions (ZION) Using Its New Senior Notes To Quietly Reposition Interest Rate Risk?

Zions Bancorporation, N.A. recently priced and settled a US$500,000,000 fixed‑to‑floating rate senior notes offering due February 9, 2029, with a 4.483% fixed coupon to February 2028 and a subsequent Compounded SOFR plus 1.055% floating rate. The bank plans to use the proceeds to pay down short‑term borrowings while a receive‑fixed hedge converts the new debt cost to floating, reshaping its interest rate risk profile. We’ll now examine how this US$500,000,000 senior notes issuance and...
NYSE:LDOS
NYSE:LDOSProfessional Services

Is Leidos (LDOS) Quietly Redefining Its AI‑Driven Federal Role With This Dividend And DODNet Push?

In February 2026, Leidos Holdings announced a US$0.43 quarterly cash dividend per share, while advancing major defense IT initiatives including accelerating the DODNet migration for over 100,000 users under the US$11.50 billion, 10-year Defense Enclave Services program. Alongside the dividend, Leidos’ recent AI- and cybersecurity-focused contracts and alliances in areas like Zero Trust, automated compliance, and AI governance underscore how its NorthStar 2030 plan is increasingly tied to...