U.S. Stock News

In the past quarter, Arch Capital Group Ltd. reported Q2 results where adjusted earnings per share surpassed expectations, even as net premiums written fell compared with a year earlier. This mix of stronger-than-forecast profitability and softer premium volume has left analysts maintaining a Moderate Buy consensus, highlighting a nuanced view of the insurer’s current position. Next, we’ll explore how Arch Capital’s better-than-expected adjusted earnings, despite weaker premium growth, may...

New cardiac test launch puts IDEXX Laboratories stock in focus IDEXX Laboratories (IDXX) has drawn fresh investor attention after announcing the Catalyst proBNP Test, a dual species in-clinic NT proBNP assay that extends its cardiac diagnostics offering for companion animals. See our latest analysis for IDEXX Laboratories. The cardiac test launch arrives during a weaker patch for IDEXX Laboratories’ share price, with the stock down 17.41% year to date on a share price basis and total...

Earlier this month, Procore Technologies announced the general availability of Asset Register, a new module within Procore Asset Management that continuously captures and organizes asset data during construction to streamline digital handovers, support regulatory needs such as the UK’s Golden Thread requirements, and integrate with Procore’s AI capabilities across North America, EMEA, and APAC. By embedding Asset Register directly into the platform that project teams already use, Procore is...

Thermo Fisher Scientific announced it has completed large-scale Olink Explore HT proteomic analysis on about 5,500 samples from The Michael J. Fox Foundation’s Parkinson’s Precision Medicine Initiative, with the data now accessible through PPMI’s global research repository. This project creates a substantial proteomics resource that can help researchers investigate protein-level signals of Parkinson’s progression, patient differences, and potential biomarkers when combined with PPMI’s...

In early August 2026, Kinetic, a business unit of Uniti Group, expanded its multi-gig fiber network across Georgia, Texas, North Carolina, Kentucky and Oklahoma, adding 141,000 new fiber locations and elevating several towns to ‘Gig-Ready Community’ status with more than 75% of homes able to access high-speed internet. Beyond boosting connectivity for over 2.1 million homes passed across its 18-state footprint, this wave of fiber rollouts deepens Kinetic’s presence in rural and small-city...

Core Natural Resources (CNR) drew fresh attention after reporting second quarter 2026 sales of US$1,141.01 million and net income of US$126.47 million, compared with a net loss in the same period last year. See our latest analysis for Core Natural Resources. The latest earnings release, dividend affirmation and updated sales volume guidance have come alongside some cooling in the very short term, with a 1-day share price return that declined 4.01% and a 7-day share price return that declined...

Why Host Hotels & Resorts stock is back in focus Host Hotels & Resorts (HST) has drawn fresh attention after raising its 2026 earnings guidance and reporting higher revenue and net income for both the second quarter and first half of the year. See our latest analysis for Host Hotels & Resorts. The raised 2026 guidance and focus on acquisitions have come alongside a 26.21% year to date share price return and a 53.79% total shareholder return over one year. This suggests momentum in the Host...

Chesapeake Utilities Corporation recently reported higher second-quarter 2026 sales of US$209.5 million and revenue of US$201.9 million, modestly increased earnings per share, reaffirmed its 2028 earnings guidance of US$7.75 to US$8.00 per share, maintained its US$0.735 quarterly dividend, and closed a long-standing shelf registration tied to an ESOP-related common stock offering. The combination of steady earnings growth, a 65-year uninterrupted dividend record with annual increases since...

Mobileye Global (MBLY) has come under fresh scrutiny after conflicting valuation signals, with some models pointing to upside based on its advanced driver assistance and autonomous platforms, while other metrics suggest the stock trades at a premium. See our latest analysis for Mobileye Global. Over the past year, sentiment around Mobileye Global has cooled, with the share price at US$8.87 and a year-to-date share price return of a 21.02% decline. The 1-year total shareholder return of a...

Humana (HUM) has drawn investor attention after two recent developments. The company expanded its Indiana home-based care initiative with HealthStream and appointed James “J.P.” Holland to lead its Medicaid business. See our latest analysis for Humana. Humana's recent Indiana home-based care expansion and the appointment of J.P. Holland come as the stock trades at US$382.00, with a 90 day share price return of 25.62% and a year to date share price return of 44.43%. The 1 year total...

Long term US Treasury yields are back at levels last seen before the financial crisis, oil is above $90, and bond markets are forcing investors to think harder about where they take risk. That backdrop can punish some corners of the market, yet it can also reshape earnings power for certain financial stocks. This article walks through three stocks exposed to these yield moves and explains why each one could be worth a closer look now. The three stocks that follow are a focused sample. The...

Cipher Digital Inc. recently reported past second-quarter 2026 results, with sales falling to US$24.84 million from US$43.57 million and net loss widening to US$267.53 million compared with US$45.78 million a year earlier. Over the first half of 2026, sales dropped to US$59.68 million while net loss expanded to US$381.85 million, highlighting a sharp deterioration in profitability despite relatively modest revenue levels. We will now examine how this much larger second-quarter net loss...

NextNav Inc. recently reported second-quarter 2026 results, with sales of US$1.15 million versus US$1.20 million a year earlier and a net loss of US$33.76 million compared with US$63.20 million, while basic loss per share from continuing operations narrowed to US$0.24 from US$0.48. Despite softer revenue, the sharp reduction in net loss and loss per share suggests meaningful progress in controlling costs and refining the business model. We’ll now examine how this sharp reduction in net loss...

In recent days, ExxonMobil has awarded about US$1.10 billion in pre-investment contracts for Phase 1 of Mozambique’s Rovuma LNG project and signed new 20-year midstream agreements with Targa Resources covering extensive Permian Basin acreage to support gathering, processing, and NGL logistics. These moves indicate ExxonMobil is locking in long-lead infrastructure and supply-chain capacity to underpin future LNG and Permian output, with potential implications for its long-term cash...

Lumentum Holdings (LITE) shares came into focus after the company reported fourth quarter and full year results, pairing higher sales with a steep swing to loss that raises fresh questions for investors. See our latest analysis for Lumentum Holdings. Lumentum Holdings has seen very strong momentum, with a 30 day share price return of 19.17% and a year to date share price return of 126.18%. The 1 year total shareholder return is extremely high, suggesting recent earnings news and guidance have...

Scotts Miracle-Gro (SMG) has outlined earnings guidance for fiscal 2027 through 2029 that points to expected total company net sales growth of 2% to 4%, paired with a renewed focus on disciplined tuck in acquisitions. See our latest analysis for Scotts Miracle-Gro. Against the backdrop of this guidance and acquisition plan, Scotts Miracle-Gro shares trade at US$59.55, with a 30 day share price return that declined 16.1% and a 1 year total shareholder return close to flat. This follows a...

Recent product launches at USA TODAY (TDAY) have put fresh attention on the stock, with investors weighing what new paid fantasy sports tools and a Golfweek and REMAX real estate hub could mean for digital revenue. See our latest analysis for USA TODAY. Those launches land after a choppy stretch for USA TODAY, with the share price down 21.41% over the past month and 10.34% over the past quarter. Even so, year to date the share price return is 28.21% and the 1 year total shareholder return is...

In the second quarter of 2026, Global Industrial Company reported higher sales of US$386.6 million and net income of US$37.1 million, affirmed a US$0.28 per-share dividend, and continued its share repurchase program. Management also indicated it is actively building an M&A pipeline to accelerate its go-to-market efforts, signaling a stronger focus on using acquisitions alongside internal investments. We’ll now examine how this combination of stronger earnings and a reaffirmed dividend...

In recent months, Coursera reported above-market sales growth of 15.1% annually over the last three years and earnings per share rising 68% annually, alongside guidance pointing to very large expected sales growth of 68% over the next twelve months. This combination of stronger earnings growth than revenue and an aggressive revenue outlook highlights how Coursera is improving its operating model while pursuing rapid expansion. Next, we’ll examine how Coursera’s rapid earnings per share...

Diamondback Energy (FANG) drew fresh attention on 17 August 2026 after partners in the Solitude Pipeline System approved construction of two long-haul natural gas pipelines linking the Permian Basin with Katy, Texas. See our latest analysis for Diamondback Energy. The Solitude decision lands at a time when Diamondback Energy's recent momentum has been firm, with a 1 month share price return of 7.41% and a year to date share price return of 37.86%, alongside a 1 year total shareholder return...

In August 2026, Tower Semiconductor reported stronger second quarter results with higher sales, net income, and earnings per share, raised its revenue and profit targets through 2028, and saw OpenLight announce a photonic Process Design Kit for Tower’s PH18DA InP-on-silicon platform within Cadence’s design tools. Together, these developments tighten the link between Tower’s specialty manufacturing and next-generation photonic IC design for AI and optical interconnects, while signaling that...

Diesel prices near record highs are rippling through everything from trucking to retail, yet the same shock that squeezes fuel users can reshape the economics of moving crude and refined products by sea. That tension between rising costs and shifting trade routes is where opportunity and risk often meet. This article looks at three tanker shipping stocks exposed to this news and how the current squeeze could matter for each. The three tanker stocks covered next are just a starting sample, and...

BancFirst (BANF) is on investor radars after its recent share price performance. The stock is modestly higher over the past week but down over the past month, while still positive over the past 3 months. See our latest analysis for BancFirst. Zooming out, BancFirst’s share price has a 7.98% year to date share price return, and the 5 year total shareholder return of 121.92% contrasts with a 1 year total shareholder return that is down 6.67%. This suggests longer term momentum, while near term...

In early August 2026, Paycom Software reported second-quarter 2026 results showing higher revenue of US$531.2 million and net income of US$107.4 million, alongside full-year 2026 revenue guidance of US$2.197 billion to US$2.212 billion and confirmation of extensive historical share repurchases totaling US$2.68 billion since 2016. Beyond the earnings beat and revenue outlook, the long-running buyback that retired over a third of Paycom’s shares highlights how capital returns have materially...