U.S. Stock News

Multiple law firms are scrutinizing Merchants Bancorp (MBIN) after Q1 2026 results highlighted a sharp reduction in brokered deposits and higher funding costs, raising fresh questions about the sustainability of the current earnings profile. See our latest analysis for Merchants Bancorp. The stock has been volatile around Q1 2026, with a reported 9.3% single session drop after the earnings release and legal investigations. However, a 41.02% year to date share price return and 50.41% 1 year...

Why SiriusPoint’s latest quarter caught investor attention SiriusPoint (SPNT) put up a busier first quarter, with higher revenue and net income, its strongest core combined ratio in six quarters, and operating return on equity at the top of its target range. See our latest analysis for SiriusPoint. The latest results appear to have kept positive momentum intact, with the share price at US$23.49 and a 90 day share price return of 12.99%, while the three year total shareholder return of 135.84%...

If you are wondering whether Bruker stock is priced attractively or already reflects its prospects, the recent share moves make that question especially timely. The stock last closed at US$43.73, with returns of 19.1% over the past week and 19.3% over the past month, compared with an 8.5% gain over the past year and longer term returns over 3 and 5 years that have been negative. These shorter term gains come after a period where investors have been reassessing many life sciences and tools...

Q1 earnings and business shift put Etsy in focus Etsy (ETSY) is back on investors’ radar after first quarter 2026 results showed revenue of US$631.28 million and net income of US$69.68 million, compared with a loss a year earlier. The company also highlighted a push toward more human centric buyer and seller interactions, which it links to higher engagement and early momentum in key metrics across its marketplaces. See our latest analysis for Etsy. The 1 month share price return of 18.69% and...

Recursion Pharmaceuticals (RXRX) is back in focus after a busy Q1 2026, with fresh clinical data for REC-1245, first patient dosing for REC-4539, and FDA engagement around REC-4881 following promising Phase 2 results. See our latest analysis for Recursion Pharmaceuticals. The clinical updates and Q1 results have come with pressure on the stock, with a 30 day share price return of 2.51% contrasting with a 1 year total shareholder return decline of 25.51%, which points to fading longer term...

In early May 2026, PDD Holdings drew heightened attention as analysts highlighted expectations for a significant year-over-year earnings increase ahead of its 19 May Q1 2026 results, supported by an upgrade from Arete and reiterated positive views from other research firms. Analysts pointed to PDD Holdings' strengthening earnings outlook, international expansion focus, and supply chain improvements as key reasons for their more optimistic stance on the business. We'll now examine how this...

International Paper (IP) is back in focus after Q1 2026 earnings showed higher sales and a shift from loss to profit, even as management highlighted margin pressure, cost inflation, and softer packaging demand. See our latest analysis for International Paper. International Paper's share price has been under pressure, with a 90 day share price return of 28.98% and a year to date share price return of a 17.81% decline. The 3 year total shareholder return of 19.41% contrasts with the 23.24%...

Wondering if Agilent Technologies at US$118.65 is offering solid value or just fair pricing right now? This article breaks down what the current market price might be implying. The stock is up 2.7% over the last week and 4.2% over the last month, even though the year to date return stands at a 14.0% decline and the 1 year return is 10.0%. Taken together, these figures provide a mixed picture of sentiment and recent momentum. Recent coverage has focused on how Agilent Technologies fits into...

BlackSky Technology (BKSY) is back in focus after raising its 2026 revenue and adjusted EBITDA guidance, supported by fully commissioned Gen-3 satellites, a US$99 million Air Force Research Lab contract, and growing subscription demand. See our latest analysis for BlackSky Technology. The sharp 20.4% one day share price decline to US$32.24 came after weaker first quarter results, even as BlackSky highlighted rising demand for Gen-3 subscriptions, a stronger backlog and higher 2026 guidance...

Ziff Davis (ZD) has just wrapped up FY 2025 with fourth quarter revenue of US$406.7 million and basic EPS of roughly US$0.01. Trailing 12 month revenue came in at about US$1.5 billion with basic EPS of US$1.16. Over recent periods, revenue has moved from US$412.8 million in Q4 2024 to US$406.7 million in Q4 2025, and quarterly EPS has ranged from a loss of about US$0.09 in Q3 2025 to US$0.63 in Q2 2025. This sets up a results snapshot where investors are weighing modest profitability against...

Stock performance snapshot Coursera (COUR) has drawn investor attention after recent trading, with the stock closing at US$6.27 and showing mixed total returns across different periods, including the past month, past 3 months, year to date, and over longer horizons. See our latest analysis for Coursera. Recent trading has lifted Coursera’s short term momentum, with a 1-day share price return of 3.98% and a 90-day share price return of 6.09%. However, this sits against a year to date share...

For investors considering whether Waste Connections at around US$153.57 represents fair value or a potential opportunity, this article explains what the current price may indicate. The stock has come under recent pressure, with a 6.8% decline over the last week, a 6.4% decline over the last month, and a 20.8% decline over the last year. This comes despite 3 year and 5 year returns of 9.3% and 32.4% respectively. Recent coverage has examined how the stock's pullback compares with the broader...

Akamai Technologies (NasdaqGS:AKAM) has secured a seven year, US$1.8b cloud services contract with a major frontier AI model provider. The agreement is Akamai's largest cloud services deal to date and follows the company's recent Q1 results. The deal comes alongside product developments in API security aimed at supporting emerging AI workloads. Akamai sits at the intersection of content delivery, security and cloud infrastructure, and this new agreement puts that mix directly in front of a...

Select Water Solutions, Inc. has reported past first-quarter 2026 results, with sales of US$96.74 million, revenue of US$365.96 million, and net income of US$8.61 million, while leaving basic and diluted earnings per share from continuing operations unchanged at US$0.08. The company also reported no share repurchases in the quarter, even though it has previously completed buybacks totaling more than 13.28 million shares across multiple authorizations, which could influence how investors...

Digi International acquired Jolt Software and Particle Industries, reshaping its Internet of Things (IoT) offering. The company reports that these deals, combined with organic growth, have lifted annual recurring revenue (ARR) by 50%. Management highlights strong cash flow as a key support for integrating these acquisitions into the existing business. Digi International (NasdaqGS:DGII) is drawing fresh attention as it leans harder into IoT platforms and recurring software revenue. The stock...

Enact Holdings, Inc. recently reported first-quarter 2026 results, with revenue of US$312.07 million and net income of US$167.77 million, and announced a quarterly dividend of US$0.24 per share payable on June 18, 2026. The combination of slightly higher earnings and a 14% dividend increase highlights management’s emphasis on returning capital while maintaining disciplined mortgage insurance operations. Next, we’ll examine how Enact’s dividend increase and solid first-quarter profitability...

If you are wondering whether Builders FirstSource at around US$79.41 is starting to look interesting again, the key question is how its current price compares with a fair estimate of value. The stock has inched up 0.4% over the last week and 0.6% over the last month, but that sits against a much tougher backdrop, with returns of a 24.1% decline year to date and a 28.5% decline over the past year. These moves come as the market continues to reassess building and construction related stocks,...

In early May 2026, Coinbase Global reported first‑quarter 2026 revenue of US$1,412.98 million, down from US$2,034.30 million a year earlier, and moved from a net income of US$65.61 million to a net loss of US$394.12 million alongside announcing plans to cut 14% of its workforce, or about 700 employees. The quarter also included an unrealized US$482 million loss on investments, AWS‑related trading disruptions, and management’s push to reshape operations for an “AI era” while emphasizing...

Main Street Capital (MAIN) has wrapped up FY 2025 with fourth quarter revenue of US$145.5 million and basic EPS of US$1.46. This sets the tone for a year in which trailing twelve month revenue reached US$566.4 million and EPS was US$5.52. Over recent periods, the company has reported quarterly revenue ranging between US$137.0 million and US$145.5 million, while basic EPS has moved between US$1.31 and US$1.46. Trailing net income for the year was US$493.4 million, as investors weigh those...

Earlier this week, IREN Limited announced it had signed a five-year AI infrastructure cloud services contract with NVIDIA worth about US$3.40 billion, under which IREN will supply managed GPU cloud services using Blackwell systems across roughly 60MW at its Childress, Texas data centers. Alongside this cloud deal, NVIDIA received a five-year right to buy up to 30 million IREN shares at US$70 each, tying IREN’s shift from Bitcoin mining toward large-scale AI infrastructure directly to a major...

BUUU Group (BUUU) has just wrapped up FY 2025 with second half revenue of about US$3.5 million and basic EPS of US$0.04, while trailing 12 month revenue came in at roughly US$6.3 million with basic EPS of US$0.05, setting a clear earnings backdrop for investors to weigh. Over the past reported periods, the company has seen revenue move from US$2.9 million and basic EPS of US$0.03 in 2H 2024 to US$3.5 million and US$0.04 in 2H 2025, with trailing 12 month EPS ranging between roughly US$0.02...

In late April 2026, Hexcel Corporation completed a US$399.64 million offering of 4.90% senior unsecured fixed-rate notes due May 15, 2031, issued at 99.909% of par with callable features. While Hexcel’s recent bond issuance, insider equity events, and board changes were largely routine, investors have focused on improving aerospace demand expectations linked to cheaper jet fuel and clearer global air travel prospects. With cheaper jet fuel reshaping airline economics, we’ll now assess how...

In the first quarter ended March 31, 2026, Revolve Group, Inc. reported sales of US$342.88 million, net income of US$14.35 million, and diluted earnings per share from continuing operations of US$0.20, all higher than a year earlier. This past-quarter improvement in both revenue and profitability gives investors fresh data to reassess how Revolve’s growth investments may be translating into earnings power. With first-quarter revenue and net income both higher year over year, we’ll now...

Quantum Computing Inc.’s upcoming first-quarter 2026 earnings release on May 11, following the market close, has attracted attention as analysts have lifted revenue estimates while leaving earnings-per-share expectations unchanged. Recent insider share sales of about US$600,000 over three months add a layer of caution to a story otherwise centered on possible revenue strength. With revenue estimates recently revised upward ahead of the May 11 earnings report, we’ll now examine how this...