U.S. Stock News

LTC Properties reported higher second-quarter and first-half revenue, announced raised full-year earnings guidance, and outlined significant portfolio expansion toward senior housing, following capital recycling and asset sales in the past quarter. This shift highlights LTC’s ongoing transformation, as management accelerates its move away from older skilled nursing assets in favor of a larger, more diversified senior housing portfolio through targeted acquisitions and operator...

Perdoceo Education Corporation recently reported strong second-quarter results, highlighted by significant year-over-year increases in revenue and net income, and announced an increase in its quarterly dividend along with a new US$75 million share repurchase authorization. These developments underscore the company's ongoing ability to return capital to shareholders and reflect continued management confidence in its financial stability and growth trajectory. With the newly approved buyback...

The Board of Directors of Macerich declared a quarterly cash dividend of US$0.17 per share, payable on September 23, 2025, to shareholders of record as of September 9, 2025. This continued commitment to shareholder dividends may signal management’s confidence in the company’s liquidity and ability to generate consistent cash flows. Next, we’ll examine how Macerich’s ongoing dividend payments reinforce the investment narrative focused on cash flow stability and shareholder returns. We've...

WaFd Bank recently promoted Michelle Coons, former head of its New Mexico operations, to executive director of business banking overseeing six states. This move underscores WaFd's emphasis on strengthening its regional leadership as it seeks greater scale in business banking across multiple markets. We'll explore how the expanded leadership role for Michelle Coons could shape WaFd's business banking growth narrative across the region. Find companies with promising cash flow potential yet...

Arlo Technologies recently announced its second quarter 2025 results, reporting US$129.41 million in revenue and a net income of US$3.12 million, a turnaround from a net loss in the same period the previous year. A notable shift is that subscriptions and services now account for over 60% of total revenue, highlighting the company's transformation toward recurring, higher-margin income streams. We'll review how the surge in recurring service revenue growth informs the evolving investment...

Earlier this week, Acadia Pharmaceuticals reported second quarter 2025 earnings results, posting revenue of US$264.57 million, up from US$241.96 million a year ago, and raising the low end of its full-year revenue guidance, while also announcing positive patent outcomes for NUPLAZID that extend its U.S. market exclusivity to 2030 and 2038. An important development is Acadia's ability to beat analyst earnings expectations and strengthen future revenue prospects amid key product growth and...

RH is set to release an earnings report that is widely anticipated to show substantial growth in both earnings per share and revenue compared to the previous year. Analysts and investors are closely monitoring revisions to forecasts and the company’s business outlook as key factors ahead of the earnings announcement. We’ll explore how anticipation around RH’s earnings report and outlook updates may influence the company’s investment narrative going forward. AI is about to change healthcare...

Black Hills Corporation recently announced second-quarter and six-month results for 2025, reporting higher sales of US$439 million and net income of US$27.5 million for the quarter compared to the same period last year, and reaffirmed its full-year earnings guidance. While this signals operational stability, analysts have shown cautious optimism due to the company’s history of profit declines and only modest future growth expectations. We'll take a look at how Black Hills' reaffirmed...

CONMED Corporation recently declared a quarterly cash dividend of US$0.20 per share, payable on October 3, 2025, to shareholders of record as of September 15, 2025, and updated its guidance with raised full-year revenue forecasts and new expectations for the third quarter. These updates highlight the company's continued commitment to shareholder returns and reflect management's confidence amid recent analyst earnings estimate increases and strong positioning in minimally invasive surgical...

Cathay General Bancorp recently released its second quarter 2025 Form 10-Q, reporting higher net interest income and net income of US$77.5 million, mainly due to increased net interest metrics and reduced expenses. The company emphasized proactive credit risk management and the importance of monitoring economic conditions affecting its loan portfolio as a forward-looking priority. We'll look at how these stronger interest metrics and credit risk focus may shift Cathay General Bancorp's...

Graham Holdings Company announced past second quarter 2025 results, reporting revenue of US$1.22 billion and a net income of US$36.75 million, marking a return to profitability from a net loss a year earlier. This turnaround follows a period where the company had experienced a net loss, highlighting improved performance in continuing operations compared to the previous year. We'll examine how Graham Holdings' shift to profitability from a prior-year loss shapes the company's broader...

Earlier this month, KB Home announced the grand opening of new residential communities, including Entrada Del Toro at Rancho Sahuarita in Arizona and Glades and Vales at Manzano in Las Vegas, featuring modern, customizable, and energy-efficient designs. An interesting aspect is KB Home's continued emphasis on customer satisfaction and personalized homebuilding, offering buyers unique design choices and setting a high standard with ENERGY STAR® certified homes in desirable commuter-friendly...

In the past week, Host Hotels & Resorts raised its full-year 2025 guidance, projecting total revenues of US$6.05 billion to US$6.11 billion, with higher net income and earnings per share, following solid second quarter results and ongoing share buybacks. The company also emphasized its commitment to sustainability with nearly US$5 billion in sustainable financing and investments in hurricane-resistant infrastructure, aiming to strengthen both its environmental track record and operational...

Murphy Oil Corporation reported second-quarter 2025 earnings ahead of analyst expectations, with strong production performance, increased dividends, and the completion of a US$23 million Eagle Ford Shale acquisition; revenue for the quarter was US$695.57 million, and net income reached US$22.28 million. An important insight is that the company exceeded production guidance, prioritized shareholder value through dividend growth, and reaffirmed its capital allocation plans despite a...

Silicon Motion Technology Corporation recently showcased its MonTitan SM8366 PCIe Gen5 SSD controller solutions and advanced AI storage collaborations at the Future of Memory and Storage 2025 event in Santa Clara, California, demonstrating new offerings across data center, edge, and enterprise applications. This initiative highlights the company's commitment to enabling next-generation scalable storage for AI-driven workloads through industry partnerships and expanding its product footprint...

Bank OZK recently attracted positive analyst attention for offering a US$0.44 per share dividend with a 3.67% yield, outpacing both industry and S&P 500 averages, as well as for its value-oriented valuation metrics and consistent history of dividend growth. An important insight is that Bank OZK has increased its dividend five times over the past five years with an annual average increase exceeding 11%, highlighting its commitment to rewarding shareholders. We'll examine how Bank OZK's...

In recent days, Celcuity Inc. reported positive topline results from the Phase 3 VIKTORIA-1 trial of gedatolisib in advanced breast cancer and completed new capital raises, including US$175 million in convertible notes and an US$85 million follow-on equity offering. This activity highlights both promising clinical progress and significant investor interest in supporting the company's expanding oncology pipeline. With robust new funding, we'll explore how positive Phase 3 clinical data...

Archrock reported robust second quarter 2025 results, including US$318.33 million in sales, US$63.42 million in net income, a higher dividend, and accelerated share repurchases, along with upwardly revised 2025 net income guidance to between US$249.6 million and US$289.6 million. Rising demand for natural gas compression and successful acquisitions further supported record quarterly earnings and EBITDA, underscoring Archrock’s momentum in the energy infrastructure sector. We'll explore how...

In recent days, several analysts have raised their earnings estimates for Acuity, Inc., highlighting the company’s strong valuation and improved earnings metrics. This uptick in analyst sentiment reflects growing confidence in Acuity's fundamentals, with style scores signaling both value and momentum appeal. With analysts lifting earnings projections, we’ll explore how these positive revisions could influence Acuity’s investment narrative going forward. Trump has pledged to "unleash"...

Earlier this month, Exelixis announced that its partner Ipsen received European Commission approval to market CABOMETYX for adults with unresectable or metastatic neuroendocrine tumors, following positive phase 3 data demonstrating significant clinical benefit. This milestone expands CABOMETYX's geographic reach across all EU member states, Norway, Liechtenstein, and Iceland, opening new patient populations for Exelixis and its partners. To explore the impact of this major regulatory...

Powell Industries recently reported third quarter results, with earnings per share exceeding expectations and net income rising to US$48.23 million, despite a slight year-over-year sales decrease to US$286.27 million. The company also announced the acquisition of U.K.-based Remsdaq Limited to expand its electrical automation capabilities, signaling an ongoing commitment to broaden its market presence and product offerings. We'll look at how Powell's strong order growth and acquisition news...

Alignment Healthcare reported its second quarter 2025 results, showing revenue of US$1.02 billion and net income of US$15.67 million, compared to a net loss in the same period last year, and also raised full-year revenue guidance to US$3.89–3.91 billion. This marked a shift to profitability with significant year-over-year growth in both revenue and earnings, accompanied by management's increased confidence in future performance. We’ll explore how Alignment’s improved profitability and raised...

Earlier this month, TPG Inc. reported second quarter 2025 earnings, achieving US$920.54 million in revenue and a turnaround to US$14.94 million in net income, alongside the declaration of a quarterly dividend and new fundraising progress for its GP-led vehicle. An intriguing development is TPG's ongoing discussions to invest in high-growth sectors like digital banking, underscoring the firm's active capital deployment and continued momentum in private markets fundraising. We'll examine how...

Piper Sandler reaffirmed its positive outlook on Valero Energy Corporation after second quarter results, highlighting strengths in the company’s core refining operations while noting caution in the renewable diesel segment due to regulatory uncertainty and margin headwinds. This reinforces the market’s focus on Valero’s ability to balance its traditional refining business with the challenges of transitioning toward lower-carbon fuels amid evolving policy landscapes. We’ll assess how renewed...