U.S. Other Utilities Stock News

NasdaqGS:PDFS
NasdaqGS:PDFSSemiconductor

Does PDF Solutions’ 2026 Growth Target and New Fund Backing Recast the Bull Case for PDFS?

PDF Solutions, Inc. reported past fourth-quarter 2025 revenue of US$62.4 million and a small net loss, while full-year revenue reached US$219.02 million alongside a modest loss, and management projected 2026 revenue growth consistent with its 20% long-term target. Brown Capital Management’s decision to add PDF Solutions to its Small Company Fund highlights growing institutional interest in the company’s semiconductor data analytics platform despite its shift from profitability to a small...
NYSE:FND
NYSE:FNDSpecialty Retail

Is It Time To Reassess Floor & Decor (FND) After Its 30% One Year Share Price Drop?

Investors may be wondering whether Floor & Decor Holdings is fairly priced after recent swings in the share price, or if the current level could be an opportunity or a warning sign. The stock last closed at US$69.61, with a 0.5% move over 7 days, a 7.5% decline over 30 days, a 10.5% gain year to date, and a 30.6% decline over the past year. These moves give mixed signals about how the market currently views its potential and risk. Recent coverage has focused on Floor & Decor as a specialty...
NasdaqGS:LFUS
NasdaqGS:LFUSElectronic

Is It Too Late To Consider Littelfuse (LFUS) After A 55% One-Year Rally?

If you are looking at Littelfuse and wondering whether the recent price puts the stock on sale or at a premium, the key question is what you are really paying for at today's level. The share price recently closed at US$368.60, with returns of 5.4% over 7 days, 27.0% over 30 days, 40.4% year to date and 54.7% over 1 year, which naturally raises questions about how much of the story is already in the price. Alongside these moves, recent news flow around Littelfuse has focused on its position...
NYSE:KFY
NYSE:KFYProfessional Services

Assessing Korn Ferry (KFY) Valuation After Recent Share Price Weakness

What stands out about Korn Ferry right now Korn Ferry (KFY) is drawing investor interest after a stretch of negative share returns over the month and past 3 months, alongside positive annual growth in both revenue and net income. See our latest analysis for Korn Ferry. At a share price of $59.54, Korn Ferry has seen a 12.45% 30 day share price decline and a 10.32% negative year to date share price return. Its 3 year total shareholder return of 13.63% and 5 year total shareholder return of...
NasdaqGS:TMC
NasdaqGS:TMCMetals and Mining

TMC the metals (TMC) Is Up 9.1% After Regulatory Tailwinds Clarify Deep-Sea Mining Pathway

The Metals Company recently reported increased governmental support and clearer international regulations for deep-sea polymetallic nodule mining, bringing its offshore copper, nickel, manganese and cobalt project closer to potential commercial operations. This shift in regulatory momentum is significant because it addresses a key overhang on the company’s business model, potentially reshaping how investors view deep-sea resources as part of the broader metals supply chain. Next, we’ll look...
NasdaqCM:MLTX
NasdaqCM:MLTXBiotechs

Assessing MoonLake Immunotherapeutics (MLTX) Valuation After Positive Phase 2 S-OLARIS Trial Results

MoonLake Immunotherapeutics (MLTX) has drawn fresh attention after reporting positive topline results from its Phase 2 S-OLARIS trial in axial spondyloarthritis, where sonelokimab delivered clinically meaningful benefits and reduced key disease activity markers. See our latest analysis for MoonLake Immunotherapeutics. The latest S-OLARIS update comes after a strong run, with MoonLake’s 30 day share price return of 14.75% and 90 day share price return of 31.88%. However, its 1 year total...
NYSE:ROK
NYSE:ROKElectrical

A Look At Rockwell Automation (ROK) Valuation As Bologna Center Expansion Draws Investor Attention

Event driven look at Rockwell Automation stock Rockwell Automation (ROK) has opened its Bologna Customer Experience Center in EMEA, pairing this with fresh research on OEM pain points around technology gaps, workforce instability, and costly unplanned downtime. See our latest analysis for Rockwell Automation. At a share price of $405.30, Rockwell Automation has seen a 4.6% 1 day share price return and a 4.3% 7 day share price return. Its 1 year total shareholder return of 42.5% points to...
NYSE:GNL
NYSE:GNLREITs

Global Net Lease (GNL) Valuation Check As Earnings Optimism Builds Ahead Of Upcoming Report

Why Global Net Lease’s upcoming earnings matter Global Net Lease (GNL) is set to report its quarterly earnings on February 25, 2026. Many investors are watching this event closely after the company previously reported earnings per share that exceeded expectations. See our latest analysis for Global Net Lease. At a share price of $9.66, Global Net Lease has seen a 17.52% 90 day share price return and a 46.12% 1 year total shareholder return, suggesting momentum has been building ahead of this...
NasdaqGS:HTHT
NasdaqGS:HTHTHospitality

A Look At H World Group (NasdaqGS:HTHT) Valuation After The Launch Of Hanting Inn Expansion

Why H World Group stock is back on investor radar H World Group (HTHT) has launched Hanting Inn, an economy hotel brand focused on scalable, asset light growth in lower tier cities and price sensitive markets. This move directly speaks to expansion minded investors. See our latest analysis for H World Group. At a share price of $54.55, H World Group has seen stronger recent momentum, with a 30 day share price return of 8.49% and a 90 day share price return of 17.16%. The 1 year total...
NYSE:KTB
NYSE:KTBLuxury

Does Kontoor Brands’ (KTB) Steady Dividend Mask Rising Tariff-Driven Margin Risks?

Kontoor Brands, Inc. recently declared a regular quarterly cash dividend of US$0.53 per share, payable on March 20, 2026, to shareholders of record as of March 10, 2026. This routine dividend decision came as renewed global tariff announcements from the Trump administration revived trade-policy uncertainty for companies with extensive international supply chains like Kontoor Brands. We’ll now examine how the renewed global tariff uncertainty reshapes Kontoor Brands’ investment narrative...
NasdaqGS:PDD
NasdaqGS:PDDMultiline Retail

Does Heavy Chinese Institutional Buying Make PDD Holdings (PDD) the Default China Consumer Proxy?

In late 2025, several leading Chinese investment firms, including Hillhouse, Jinglin, Gaoyi, Eastern Harbor, and Himalaya Capital, increased or maintained sizable positions in PDD Holdings, making it a top consensus holding among major domestic institutions as a core vehicle for exposure to Chinese consumer recovery and e-commerce platforms. This broad institutional accumulation highlights how PDD has become a central way for professional investors to express views on China’s consumer and...
NYSE:MSCI
NYSE:MSCICapital Markets

Taking A Fresh Look At MSCI (MSCI) Valuation After Mixed Q4 Earnings And Market Reaction

MSCI (MSCI) is back in focus after its Q4 earnings, with revenue growing year on year and EBITDA narrowly topping expectations. The market reaction highlighted how closely investors are watching profitability. See our latest analysis for MSCI. That mixed Q4 reaction fits with the recent share price pattern, with a 5.25% 7 day share price return following a 6.96% 30 day decline and a 2.93% year to date drop. The 1 year total shareholder return of a 4.86% decline sits against a 38.21% gain over...
NasdaqGS:AMBA
NasdaqGS:AMBASemiconductor

A Look At Ambarella (AMBA) Valuation After New Edge AI Launches And Ahead Of Q4 Earnings

AI product launches and upcoming earnings put Ambarella (AMBA) in focus Ambarella (AMBA) is back on investors' radar after launching its CV7 8K edge AI SoC, opening a new Developer Zone, and setting a Q4 FY26 earnings call that could clarify AI adoption and margin trends. See our latest analysis for Ambarella. The flurry of AI product news comes as Ambarella’s share price has picked up in the short term, with a 1 day share price return of 6.08% and an 8.24% 7 day share price return. However,...
NYSE:ANET
NYSE:ANETCommunications

Arista Networks (ANET) Is Down 9.7% After AMD‑Meta AI Pact Expands Hyperscaler Buildouts – Has The Bull Case Changed?

In February 2026, Advanced Micro Devices announced a multi‑year AI infrastructure agreement with Meta Platforms, expanding their collaboration on hardware and software to support next‑generation AI workloads and lifting sentiment around key networking providers such as Arista Networks. The development underscores how hyperscaler AI buildouts and aligned chip‑to‑network ecosystems can influence demand expectations for Arista’s Ethernet‑based data center and AI networking solutions. Against...
NasdaqGS:OLED
NasdaqGS:OLEDSemiconductor

Universal Display (OLED) Is Down 10.6% After Cautious 2026 Revenue Outlook Despite Record 2025 Results

Universal Display Corporation recently reported fourth-quarter 2025 revenue of US$172.93 million and net income of US$66.34 million, alongside record full-year 2025 revenue of US$650.61 million and an 11.1% increase in its quarterly dividend to US$0.50 per share for the first quarter of 2026. Despite delivering higher earnings and record annual results, the company’s 2026 revenue guidance of US$650 million to US$700 million fell short of analyst expectations, raising questions about how...
NasdaqGM:HRMY
NasdaqGM:HRMYPharmaceuticals

Harmony Biosciences (HRMY) Margin Compression In FY 2025 Tests Bullish Profitability Narrative

Latest FY 2025 Results Set the Stage for Margin Questions Harmony Biosciences Holdings (HRMY) closed out FY 2025 with Q4 revenue of US$243.8 million and basic EPS of US$0.39, alongside trailing 12 month revenue of US$868.5 million and EPS of US$2.76 that anchors the full year picture. The company has seen quarterly revenue move from US$201.3 million in Q4 2024 to US$243.8 million in Q4 2025. Over the same period, basic EPS shifted from US$0.87 to US$0.39, giving investors a clear view of how...
NYSE:PRA
NYSE:PRAInsurance

ProAssurance (PRA) Combined Ratios Above 100% Reinforce Cautious Underwriting Narratives

ProAssurance (PRA) has wrapped up FY 2025 with fourth quarter revenue of US$259.6 million and basic EPS of US$0.65, alongside net income of US$33.4 million, giving investors a clean snapshot of its latest underwriting and investment performance. Over the last six reported quarters, the company has seen quarterly revenue range between US$259.6 million and US$289.1 million, while basic EPS has moved from a loss of US$0.11 in early 2025 to positive readings such as US$0.32 in late 2024 and...
NasdaqGM:ARRY
NasdaqGM:ARRYElectrical

What Array Technologies (ARRY)'s Expanded Credit Facility Means For Shareholders

On February 18, 2026, Array Technologies, Inc. upsized its revolving credit facility from US$166,000,000 to US$370,000,000 and extended the maturity from October 14, 2028 to February 18, 2031, with Goldman Sachs Bank USA leading a broad banking syndicate and up to US$250,000,000 available for letters of credit. This larger, longer-dated facility strengthens Array’s liquidity and supports its shift toward focused solar operations after divesting non-core assets, giving the company more room...
NYSE:VAC
NYSE:VACHospitality

Marriott Vacations Leadership Shift Raises Questions On Growth And Valuation

Marriott Vacations Worldwide (NYSE:VAC) has appointed Matt Avril as permanent CEO. Mike Flaskey has been named President and COO of the company. The leadership changes were announced recently and represent a material corporate update for NYSE:VAC. Marriott Vacations Worldwide operates vacation ownership resorts and related services, giving it exposure to both leisure travel and timeshare ownership. Executive changes at this level can influence how the company prioritizes areas such as...
NYSE:NVRI
NYSE:NVRICommercial Services

Enviri (NVRI) EPS Loss Deepens In Q4 FY 2025 Reinforcing Profitability Concerns

Enviri (NVRI) has wrapped up FY 2025 with fourth quarter revenue of US$556.4 million and a basic EPS loss of US$1.07, alongside trailing twelve month revenue of US$2.2 billion and a basic EPS loss of US$2.03. Over recent quarters, the company has seen revenue move in a tight band between US$548.3 million and US$574.8 million, while quarterly basic EPS losses have ranged from US$0.15 to US$1.07. This sets a clear context of steady top line and persistent negative earnings. With shares at...
NYSE:JBTM
NYSE:JBTMMachinery

JBT Marel (JBTM) Q4 Return To Positive EPS Tests Turnaround Narratives

JBT Marel (JBTM) closed out FY 2025 with Q4 revenue of US$1.0b and basic EPS of US$1.02, capping a year in which quarterly revenue moved from US$854.1m in Q1 to US$934.8m in Q2, US$1.0b in Q3 and US$1.0b in Q4 while EPS swung from a Q1 loss of US$3.35 per share to US$0.07 in Q2, US$1.28 in Q3 and US$1.02 in Q4. Against that backdrop, the story for investors now turns to how much of this shift in earnings power is sustainable and what it means for margins as the market weighs the new...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

Applied Materials (AMAT) Valuation Check After Strong Q1 Earnings And AI Infrastructure Growth Outlook

Applied Materials (AMAT) is back in focus after first quarter results showing US$7,012 million in sales and US$2,026 million in net income, alongside new guidance tied closely to growing AI infrastructure demand. See our latest analysis for Applied Materials. Applied Materials' recent AI focused guidance, the Samsung EPIC Center partnership and closure of the U.S. export control investigations have arrived alongside strong momentum, with a 30 day share price return of 17.23%, a 90 day share...
NYSE:TNC
NYSE:TNCMachinery

Tennant (TNC) Margin Compression To 3.6% Tests Bullish Growth Narratives

Tennant (TNC) just wrapped up FY 2025 with fourth quarter revenue of US$291.6 million and a basic EPS loss of US$0.25. This rounds out a trailing 12 month EPS of US$2.38 on US$1.2 billion of revenue and a net profit margin of 3.6%, which includes a one off loss of US$32.7 million. Over the last six reported quarters, revenue has ranged from US$290 million to US$328.9 million while quarterly EPS has swung between a loss of US$0.25 and a profit of US$1.11. This has left investors focused on how...
NYSE:MSI
NYSE:MSICommunications

Strong 2025 Results and Bigger Buybacks Might Change The Case For Investing In Motorola Solutions (MSI)

Motorola Solutions recently reported past fourth-quarter 2025 revenue of US$3,380 million and net income of US$649 million, alongside full-year 2025 revenue of US$11.68 billion and net income of US$2.15 billion, and also outlined expectations for 2026 revenue of about US$12.7 billion. In the same period, the company continued its long-running capital return program, repurchasing 1,217,814 shares for US$490.05 million and bringing total buybacks under its 2011 authorization to 229,688,902...