U.S. Other Utilities Stock News

NYSE:BROS
NYSE:BROSHospitality

Dutch Bros (BROS) Net Margin Improvement Tests High P/E Bullish Narratives

Dutch Bros (BROS) just wrapped up FY 2025 with fourth quarter revenue of US$443.6 million and basic EPS of US$0.17, capping a twelve month run that produced total revenue of about US$1.6 billion and EPS of roughly US$0.64. Over the past six quarters, the company has seen quarterly revenue move from US$338.2 million to US$443.6 million while basic EPS shifted from US$0.11 in Q3 2024 to a range of US$0.13 to US$0.20 across 2025. This sets up a story where higher net income and a trailing net...
NYSE:REXR
NYSE:REXRIndustrial REITs

Assessing Rexford Industrial Realty (REXR) Valuation After Earnings, Dividend Increase And New Buyback Program

Rexford Industrial Realty (REXR) has drawn fresh attention after reporting full year 2025 results that paired higher sales and revenue with lower net income, along with new 2026 guidance, a dividend increase, and a sizable share repurchase program. See our latest analysis for Rexford Industrial Realty. At a share price of $37.20, Rexford Industrial Realty has seen a 1-day share price return of 0.84%. The 30-day share price return of 9.27% decline and 1-year total shareholder return of 3.62%...
NYSE:MPC
NYSE:MPCOil and Gas

How Surging Q4 Earnings And Massive Buybacks At Marathon Petroleum (MPC) Have Changed Its Investment Story

Marathon Petroleum Corporation reported past fourth-quarter 2025 results with sales of US$32,574 million, revenue of US$33,422 million, and net income of US$1,535 million, alongside basic earnings per share from continuing operations of US$5.13. Despite slightly lower sales than a year earlier, the company’s net income and earnings per share rose sharply while it continued large-scale share repurchases, completing about US$45.70 billion of buybacks since 2017. With refining margins rising...
NYSE:SWX
NYSE:SWXGas Utilities

A Look At Southwest Gas Holdings (SWX) Valuation After The Icahn Cooperation Agreement Ends

Board changes and activist agreement shift Southwest Gas Holdings (SWX) is back in focus after the company and the Icahn Group ended their cooperation agreement, while Icahn-backed directors remain on the board and are expected to be renominated. See our latest analysis for Southwest Gas Holdings. The end of the cooperation agreement with the Icahn Group comes after a period where momentum has been building. A 10.49% 3 month share price return from a latest share price of US$87.98 and a 1...
NYSE:YUM
NYSE:YUMHospitality

What Yum! Brands (YUM)'s Strong Q4, Digital Surge and Dividend Hike Mean For Shareholders

Yum! Brands recently reported fourth-quarter and full-year 2025 results, with higher sales, revenue and net income year-on-year, and approved a US$0.75 quarterly dividend per share, while board member Keith Barr resigned on February 10, 2026 to take an external leadership role. Management highlighted that nearly 60% of systemwide sales now come through digital channels, underscoring how technology is reshaping customer ordering and operations across KFC, Taco Bell and Pizza Hut. We’ll now...
NYSE:LNC
NYSE:LNCInsurance

Lincoln National Earnings Streak And AI Push Weighed Against Valuation Risks

Lincoln National (NYSE:LNC) reported its sixth consecutive quarter of adjusted operating earnings growth. The company recorded strong annuity and life insurance sales, reinforcing its core business lines. Lincoln National appointed a new Chief AI, Data & Analytics Officer as it focuses on business diversification and operational improvements. For you as an investor, Lincoln National sits at the intersection of insurance, retirement, and asset protection, areas that remain central to long...
NYSE:IONQ
NYSE:IONQTech

IonQ (IONQ) Valuation Check As Norway Fund Backing And Quantum Acquisitions Reshape Growth Story

IonQ (IONQ) is back in the spotlight after Norway’s sovereign wealth fund committed US$200 million, along with moves to acquire Skyloom Global and U.S. foundry SkyWater Technology, as investors reassess this vertically focused quantum computing bet. See our latest analysis for IonQ. IonQ’s latest institutional backing and acquisition push lands after a volatile stretch, with an 8.98% 1 day share price gain contrasting with a 32.85% 30 day share price decline and a very large 3 year total...
NasdaqGS:NBIX
NasdaqGS:NBIXBiotechs

Neurocrine Biosciences (NBIX) Valuation Check After Strong 2025 Results And Late Stage Pipeline Progress

Neurocrine Biosciences (NBIX) just released its fourth quarter and full-year 2025 results, reporting revenue of US$805.5 million for the quarter and US$2.86 billion for the year, alongside higher net income compared with 2024. See our latest analysis for Neurocrine Biosciences. Despite strong 2025 results and fresh guidance for INGREZZA, the share price has pulled back recently, with a 7 day share price return of a 12.1% decline and a 90 day share price return of a 13.5% decline, while the 1...
NasdaqGM:BLBD
NasdaqGM:BLBDMachinery

Stronger Q1 Results And Reaffirmed Outlook Could Be A Game Changer For Blue Bird (BLBD)

In February 2026, Blue Bird Corporation reported first-quarter 2026 results showing sales of US$333.08 million and net income of US$30.76 million, both higher than the prior year, and reaffirmed its full-year 2026 net revenue outlook of US$1.50 billion. The combination of growing quarterly earnings per share and management’s confidence in its full-year revenue guidance provides investors with clearer visibility into Blue Bird’s near-term financial trajectory. Next, we’ll examine how Blue...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

Applied Materials (AMAT) Valuation Check After Earnings Beat Guidance Upgrade And AI Growth Outlook

Applied Materials (AMAT) is back in focus after fiscal Q1 earnings and revenue came in ahead of expectations, paired with Q2 guidance above consensus and management indicating over 20% growth for its semiconductor equipment business in 2026. See our latest analysis for Applied Materials. The earnings beat, export probe settlement and new AI focused product announcements have coincided with a sharp move in the shares, with a 1 day share price return of 8.1% and a 90 day share price return of...
NasdaqGS:DXCM
NasdaqGS:DXCMMedical Equipment

What DexCom (DXCM)'s Margin Beat And Reaffirmed 2026 Outlook Means For Shareholders

DexCom, Inc. has reported past fourth-quarter 2025 results with revenue of US$1,259.6 million and net income of US$267.3 million, alongside full-year 2025 sales of US$4.66 billion and net income of US$836.3 million, all ahead of the prior year. The company coupled this earnings beat with improved operating margins, a reiterated 2026 revenue outlook of US$5.16–US$5.25 billion, and progress on AI-enhanced products like Stelo and the G7 15-day CGM system, reinforcing its focus on both...
NasdaqGS:CASH
NasdaqGS:CASHBanks

A Look At Pathward Financial (CASH) Valuation After Analyst Upgrade And Strong Q1 Performance

Pathward Financial (CASH) drew fresh investor attention after an analyst upgrade that was linked to strong Q1 results, resilient fee and commercial finance activity, raised multi-year earnings guidance, and active share repurchases alongside ongoing dividends. See our latest analysis for Pathward Financial. The analyst upgrade came as the share price gained clear momentum, with a 1 day share price return of 4.69% and a 30 day share price return of 22.87%. The 3 year total shareholder return...
NasdaqGS:SHOP
NasdaqGS:SHOPIT

Is Shopify (SHOP) Still Sensibly Priced After Recent 30 Day Share Price Slide

If you are wondering whether Shopify's current share price still makes sense for you, it helps to step back and look at what the numbers are actually saying about value. The stock last closed at US$112.70, with recent returns showing a 0.6% gain over 7 days, a 27.7% decline over 30 days, a 28.3% decline year to date, a 12.2% decline over 1 year, and a 158.4% gain over 3 years. Recent attention on Shopify has focused on its role as a key ecommerce platform for merchants and its ongoing...
NYSE:IFF
NYSE:IFFChemicals

International Flavors Reshapes Portfolio With Food Ingredients Sale And Focused Core

International Flavors & Fragrances (NYSE:IFF) has started a formal sale process for its Food Ingredients business. The move is part of a broader effort to reshape the portfolio through multiple divestitures and focus on higher value segments. Management is targeting improved capital allocation and an emphasis on businesses it sees as core to long term value creation. IFF enters this phase of portfolio reshaping with its shares at $83.0 and a mixed return profile. The stock is up 10.9% over...
NYSE:PPL
NYSE:PPLElectric Utilities

Assessing PPL (PPL) Valuation After Recent Share Price Momentum And Grid Investment Plans

Why PPL (PPL) is on investors’ radar today PPL (PPL) has drawn fresh attention after recent share price moves, with the stock closing at $37.82 and posting positive returns over the past week, month, past 3 months, and year. For investors watching utilities, those steady gains, alongside reported annual revenue of $8.979b and net income of $1.09b, raise questions about how PPL’s current valuation lines up with its recent performance. See our latest analysis for PPL. The recent 1-day share...
NYSE:NSA
NYSE:NSASpecialized REITs

Is National Storage Affiliates Trust (NSA) Pricing Look Attractive After Recent Share Price Moves

If you are wondering whether National Storage Affiliates Trust is fairly priced at its recent levels, this review will walk through what the current share price might be implying about its value. The stock last closed at US$33.47, with returns of 2.4% over the past week, a 1.0% decline over the past month, 20.0% year to date, and a 4.0% decline over the past year. This may signal shifting views on its potential and its risks. Recent coverage has focused on National Storage Affiliates Trust...
NYSE:PNFP
NYSE:PNFPBanks

Is Pinnacle Financial Partners (PNFP) Pricing Misalignments Creating An Opportunity For Investors Today

If you are wondering whether Pinnacle Financial Partners at around US$96 is offering fair value or a potential opportunity, the key is to look past the headline price and consider how that price compares with fundamentals. The stock is roughly flat year to date with a 1.1% return. That sits alongside a 19.0% decline over the past year and gains of 27.2% over three years and 25.1% over five years, which can signal changing views on both growth potential and risk. Recent headlines have focused...
NasdaqGS:FRSH
NasdaqGS:FRSHSoftware

Freshworks (FRSH) Valuation After Strong Q4 Results But Softer 2026 Profit Guidance

Freshworks (FRSH) is back in focus after its fourth quarter and 2025 results, where revenue and earnings topped expectations, but full year 2026 profit guidance came in below Wall Street forecasts. See our latest analysis for Freshworks. The latest guidance has been a clear turning point for sentiment. The 7 day share price return of an 18.83% decline and the 30 day share price return of a 34.72% decline point to fading momentum, despite a 1 day share price return of 2.84% after the results...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

Is KLA (KLAC) Pricing In Too Much Optimism After Its 1-Year 96.7% Surge

If you are wondering whether KLA's soaring share price still lines up with its underlying worth, this article will walk through what the current valuation figures actually say. The stock recently closed at US$1,464.13, with a 1.5% gain over 7 days, a 6.6% decline over 30 days, and returns of 14.9% year to date, 96.7% over 1 year, 287.4% over 3 years, and 366.0% over 5 years. These moves naturally raise questions about how much future upside or downside is already reflected in the...
NYSE:DTE
NYSE:DTEIntegrated Utilities

DTE Energy Weighs Grid Growth And Security Risks In Decarbonization Push

DTE Energy (NYSE:DTE) is pursuing major investments in electric grid modernization, renewable generation, and gas infrastructure as Michigan advances its decarbonization policy. The company has requested a special use permit for a battery energy storage system at the Fish Creek Solar Park, aiming to expand its clean energy portfolio. A recent security incident involving threats against shareholders and state officials has highlighted the operational and reputational risks large utilities can...
NYSE:DUK
NYSE:DUKElectric Utilities

Why Duke Energy (DUK) Is Up 5.2% After Expanding Its US$103 Billion Capital Plan

Duke Energy recently reported its fourth-quarter and full-year 2025 results, with revenue rising to US$7,938 million for the quarter and US$32.24 billion for the year, while quarterly net income eased slightly to US$1,184 million and full-year net income increased to US$4.97 billion. Alongside these mixed earnings, the company expanded its five-year capital program to US$103 billion and reaffirmed long-term earnings growth targets, underscoring an intensive focus on grid upgrades, new...
NasdaqGS:PCVX
NasdaqGS:PCVXBiotechs

OPUS-3 Launch and Broad VAX-31 Program Could Be A Game Changer For Vaxcyte (PCVX)

Vaxcyte recently reported that it has begun dosing participants in OPUS-3, a Phase 3 trial of its 31-valent pneumococcal conjugate vaccine VAX-31 in adults who were previously vaccinated, as part of a broader Phase 3 program aligned with the U.S. FDA to support a future Biologics License Application. An interesting angle for investors is that VAX-31, which holds Breakthrough Therapy designation and is described as the broadest-spectrum pneumococcal conjugate vaccine in the clinic, is being...
NYSE:SBH
NYSE:SBHSpecialty Retail

Earnings Beat and Completed Buybacks Might Change The Case For Investing In Sally Beauty (SBH)

Sally Beauty Holdings, Inc. has already reported its fiscal first-quarter 2026 results, with sales of US$943.17 million and net income of US$45.56 million, while also completing a long-running share repurchase program totaling 38,078,993 shares for US$553.36 million. The company paired this with new guidance calling for relatively steady net sales and comparable sales for the second quarter and full year 2026, suggesting management is focused on disciplined growth rather than aggressive...
NYSE:GDDY
NYSE:GDDYIT

GoDaddy (GDDY) Is Down 8.3% After Softer Recurring Revenue And Margin Pressures - Has The Bull Case Changed?

In the days leading up to 15 February 2026, GoDaddy reported softer annual recurring revenue growth and a subdued demand outlook, highlighting challenges in winning and keeping long-term customers while managing high servicing costs and relatively weaker gross margins. This combination of slowing recurring revenue momentum and margin pressure has sharpened investor focus on whether GoDaddy’s newer, higher‑value services can offset these operational headwinds. We’ll now examine how concerns...