U.S. Stock News

Why Nova’s latest earnings and guidance matter for shareholders Nova (NasdaqGS: NVMI) is back in focus after reporting record fourth quarter and full year 2025 results, paired with fresh first quarter 2026 guidance that outlines management’s current expectations on revenue and earnings. For the fourth quarter, Nova reported revenue of US$222.62 million and net income of US$64.69 million. Diluted earnings per share from continuing operations came in at US$1.94, based on the company’s stated...

Micron Technology is seeing record demand for high bandwidth memory products and has sold out its 2026 production capacity. The company plans to invest at least $200b in new U.S. manufacturing facilities, supported by significant government subsidies. Micron is prioritizing higher margin AI and enterprise memory over lower margin consumer segments. Micron Technology, NasdaqGS:MU, is increasingly tied to the build out of AI infrastructure as high bandwidth memory becomes a critical component...

Apellis Pharmaceuticals (APLS) capped FY 2025 with Q4 revenue of US$199.9 million and basic EPS of US$0.47 loss, alongside a net loss of US$59.0 million. On a trailing twelve month basis, the company booked revenue of US$1.0 billion and basic EPS of US$0.18 profit. Over the past year, revenue has moved from US$781.4 million to US$1.0 billion on a trailing basis, with EPS shifting from a loss of US$1.60 to a profit of US$0.18. This sets up a story where investors may weigh sustained revenue...

Haverty Furniture Companies posts steady FY 2025 finish with higher Q4 earnings Haverty Furniture Companies (HVT) has wrapped up FY 2025 with Q4 revenue of US$201.9 million and basic EPS of US$0.52, alongside net income of US$8.5 million, setting a clear marker for how the year closed. The company has seen quarterly revenue move from US$175.9 million in Q3 FY 2024 to US$201.9 million in Q4 FY 2025, while basic EPS shifted from US$0.30 to US$0.52 over the same stretch, giving investors a...

HealthStream (HSTM) closed out FY 2025 with Q4 revenue of US$79.7 million and basic EPS of US$0.09, alongside trailing 12 month revenue of US$304.1 million and EPS of US$0.61 that frame the latest quarter in a broader earnings context. Over recent periods, the company has seen revenue move from US$291.6 million on a trailing basis after Q4 2024 to US$304.1 million after Q4 2025, while trailing EPS shifted from US$0.66 to US$0.61, setting up a picture where earnings forecasts and valuation...

If you are wondering whether Klaviyo’s current share price reflects its true worth, you are not alone. Many investors are trying to work out what a fair value looks like for this stock. The share price closed at US$16.71, with returns of a 6.0% decline over 7 days, a 34.8% decline over 30 days, a 43.0% decline year to date and a 58.8% decline over 1 year. This naturally raises questions about how the market is now thinking about its growth potential and risk. Recent news coverage has focused...

EVA Live (Nasdaq:GOAI) has launched NeuroServer, a purpose-built AI system trained specifically for digital advertising rather than built on off-the-shelf AI models.

If you are wondering whether TechnipFMC is still reasonably priced after a strong run, this article will walk through what the current share price might be implying about its value. The stock last closed at US$65.40, with returns of 6.7% over 7 days, 20.5% over 30 days, 38.2% year to date, 136.2% over 1 year, 335.8% over 3 years and a very large gain over 5 years that is close to 7x. These moves have put TechnipFMC firmly on many investors' radars, and recent coverage has focused on how its...

Borr Drilling (NYSE:BORR) expanded its fleet by acquiring five premium jackup rigs from Noble. The transaction marks a significant fleet and capacity increase for the offshore drilling contractor. Borr Drilling focuses on modern jackup rigs used for shallow water oil and gas drilling, a segment that has drawn fresh interest as offshore activity trends higher from prior lows. Adding five premium units directly affects how much work the company can take on at any given time and the mix of...

Central Securities FY 2025 headline numbers Central Securities (CET) has put fresh numbers on the board for FY 2025, with first half revenue of US$17.1 million and basic EPS of US$3.61 setting the tone for the year. The company has seen revenue move from US$13.7 million in 1H FY 2024 to US$17.1 million in 1H FY 2025, while basic EPS shifted from US$6.28 to US$3.61 over the same periods. This gives investors a clear read on how the top and bottom lines are tracking into the new fiscal year...

Dividend affirmation and expanded buyback plan Badger Meter (BMI) drew fresh attention on February 13, 2026, after its board affirmed a regular quarterly dividend of $0.40 per share and increased its equity buyback authorization to $150 million. See our latest analysis for Badger Meter. At a share price of $158.34, Badger Meter has a 90 day share price return of a 10.5% decline and a 1 year total shareholder return of a 23.14% decline, set against 32.69% and 57.51% gains over three and five...

Erie Indemnity (ERIE) closed out FY 2025 with fourth quarter revenue of US$951.0 million and basic EPS of US$1.21, while trailing twelve month revenue stood at about US$4.1 billion and EPS at US$10.70. Together, these figures set the scene for a year in which margins and earnings quality will be front of mind for investors. The company has seen quarterly revenue move from US$924.1 million and EPS of US$3.29 in Q4 2024 to US$951.0 million and EPS of US$1.21 in Q4 2025. Those shifts, alongside...

Seaport Research recently upgraded Fox Corporation to a Buy rating from Neutral, citing a previous pullback in the stock as overdone and reassessing the company’s outlook. Separately, Fox announced that Executive Chair and CEO Lachlan Murdoch participated in the Morgan Stanley Technology, Media & Telecom Conference, underscoring the company’s engagement with technology and media investors. Next, we’ll examine how Seaport Research’s upgrade might influence Fox’s investment narrative,...

First Citizens BancShares is reported to be exploring acquisition options that include KeyCorp. Any potential deal would involve NYSE:KEY, a regional bank with a recent share price of about $21.0. Any move toward a transaction could reshape KeyCorp's future direction and its role among regional banks. For investors watching NYSE:KEY, the stock has seen a 32.0% return over the past year and 34.1% over three years, with a recent pullback of 3.2% over the past week. At a current share price of...

TriCo Bancshares (TCBK) is back on investor radars after its recent share price move, with the stock now trading around $49.22. That puts current performance and valuation metrics into sharper focus for bank focused portfolios. See our latest analysis for TriCo Bancshares. While the latest move to around $49.22 comes after a 0.35% 1 day share price gain, the 7 day share price return of 3.51% and 30 day share price return of 1.52% point to cooling short term momentum. At the same time, the 1...

Recent moves in Snap (SNAP) followed its Q4 2025 earnings and Q1 2026 guidance, where operating results beat expectations, but weaker daily active user trends and higher projected expenses caused analysts to reset their assumptions. See our latest analysis for Snap. The Q4 release and guidance landed against a tough backdrop, with the 30 day share price return of 34.78% and year to date share price return of 38.87% weighing on sentiment. At the same time, the 1 year total shareholder return...

Dutch Bros (NYSE:BROS) has opened its first non drive thru urban walk up shop in Downtown Los Angeles. The location is described as a top performing store, with strong uptake of digital order ahead. The company is also expanding its national food program and accelerating its overall store opening plan. Dutch Bros, best known for its drive thru coffee stands, is using the Los Angeles walk up format to reach denser urban areas where traditional layouts can be harder to roll out. For...

Recently, General Dynamics secured a US$255.13 million contract, with up to US$485.31 million in options, to provide Strategic Weapon System Fire Control Subsystems and long-term support for U.S. and U.K. submarine fleets through 2033. This multi-year, cross-navy program reinforces the company’s role in high-complexity undersea defense systems, adding to its visibility on future defense-related cash flows. We’ll now examine how this new submarine fire-control contract affects General...

If you are trying to figure out whether RXO is attractively priced right now, it helps to separate the share price story from the underlying valuation story. RXO closed at US$14.84 recently, with a small 0.1% move over the last week, a 4.6% decline over the past month, a 15.6% gain year to date, and a 25.5% decline over the past year. Recent price moves have put RXO back on the radar as investors reassess transportation and logistics names in light of sector specific news flow and changing...

Diversified Healthcare Trust (DHC) closed FY 2025 with Q4 revenue of US$379.6 million and a basic EPS loss of US$0.09, while trailing twelve month revenue came in at about US$1.5 billion with a basic EPS loss of US$1.19. The company has seen quarterly revenue hold in a tight band between US$373.6 million and US$388.7 million from Q3 2024 through Q4 2025, alongside basic EPS results ranging from a US$0.04 loss to a US$0.68 loss per quarter. This sets the scene for investors to focus closely on...

If you are looking at ADT and wondering whether its current share price reflects its true worth, you are not alone. This article is built to help you weigh what you are really paying for. Over the past week ADT returned 1.7%, while the 30 day and year to date returns sit at a 1.9% decline and a 1.6% decline respectively, set against a 1 year return of 6.8%, 3 year return of 13.3% and 5 year return of 23.0%. This gives you a mixed but interesting starting point when you think about...

If you are looking at Akamai Technologies and wondering whether the current share price still makes sense, this article will walk through what the numbers say about value and risk. The stock last closed at US$100.13, with returns of 5.3% over 30 days, 17.7% year to date and 28.3% over the past year, although the most recent 7 days showed a 7.6% decline. Recent news flow around Akamai has focused on its role in content delivery, cloud security and edge computing. This helps explain why the...

ACV Auctions (ACVA) has wrapped up FY 2025 with Q4 revenue of US$183.6 million and a basic EPS loss of US$0.11, while trailing twelve month revenue came in at US$759.6 million with a basic EPS loss of US$0.39. The company has seen revenue move from US$159.5 million in Q4 2024 to US$183.6 million in Q4 2025, with quarterly EPS losses ranging between US$0.04 and US$0.16 over the past six reported quarters. This sets the stage for investors to focus on how quickly those losses might narrow...

If you are wondering whether Gartner's current share price still reflects its underlying worth, you are not alone. The stock's recent performance has many investors rechecking the numbers. Over the past week the share price returned negative 5.7%, over 30 days it returned negative 36.4%, and year to date it is down 37.8%, while the 1 year return sits at negative 70.7% and the 5 year return at negative 19.6%. These moves come as investors reassess valuations across the US software sector and...