U.S. Stock News

NasdaqGM:BLZE
NasdaqGM:BLZEIT

Backblaze (BLZE) Faces A Valuation Test Following Strong Earnings And Higher 2026 Guidance

Backblaze (BLZE) is back in focus after second quarter 2026 results showed higher sales and a smaller net loss, paired with raised full year revenue guidance and fresh AI focused product and partnership updates. See our latest analysis for Backblaze. Backblaze’s recent earnings, higher full year revenue guidance and AI focused product news come after a strong run in the stock. The 30 day share price return was 43.87% and the year to date share price return was 301.27%. The 3 year total...
NasdaqCM:TMS
NasdaqCM:TMSDiversified Financial

Teamshares (TMS) Stock Grabs Attention With First Quarterly Profit

Teamshares came into this print as a high growth, still unprofitable financial platform stock that many investors viewed as a long runway story. The market liked what it saw on the headline numbers, with the stock up 4.3% after the report. The key surprise was earnings. Teamshares swung to basic earnings per share of US$0.17 in Q2 2026, alongside revenue of US$148.7m, after recent quarters of sizeable losses. That profit print, even on an early and fragile base, is what grabbed attention and...
NasdaqGS:OPEN
NasdaqGS:OPENReal Estate

Following Q2 Results And $650 Million Note Sale, Is Opendoor Technologies (OPEN) Cheap?

Opendoor Technologies (OPEN) is back in focus after launching a US$650 million zero coupon senior unsecured convertible note offering due 2030, alongside second quarter results showing lower revenue and a wider net loss. See our latest analysis for Opendoor Technologies. The latest share price of US$3.64 leaves Opendoor Technologies with a 1-year total shareholder return of 14.83%, even though the year-to-date share price return is down 40.03%. This suggests recent momentum has faded despite...
NYSE:SE
NYSE:SEMultiline Retail

Sea (SE) Earnings Put Its Undervalued Narrative To The Test

Sea (NYSE:SE) just delivered its second quarter 2026 earnings, reporting revenue of US$7.79b and net income of US$458.12m, along with an update on its ongoing share repurchase program. See our latest analysis for Sea. Sea’s latest earnings and buyback update come after a mixed stretch for investors, with the share price at US$121.94 delivering a 38.11% 90 day share price return but a 31.22% decline in 1 year total shareholder return. Management’s focus on e commerce, gaming and fintech...
NYSE:ET
NYSE:ETOil and Gas

How Strong Q2 2026 Results At Energy Transfer (ET) Have Changed Its Investment Story

In August 2026, Energy Transfer LP reported second-quarter 2026 results showing sales of US$34.33 billion and net income of US$2.09 billion, with basic earnings per share from continuing operations of US$0.59, all higher than the same period a year earlier. Over the first half of 2026, the partnership generated US$62.11 billion in sales and US$3.34 billion in net income, underscoring how higher revenues have filtered through to stronger earnings per unit from continuing operations. We’ll now...
NYSE:NUVB
NYSE:NUVBPharmaceuticals

Nuvation Bio (NUVB) Is Down 5.8% After Wider Q2 Loss Despite Surging Revenue And IBTROZI Focus

Nuvation Bio Inc. recently reported second-quarter 2026 results, with revenue rising to US$31.69 million from US$4.83 million a year earlier, while its quarterly net loss widened to US$62.84 million and loss per share from continuing operations was US$0.18. The company is also highlighting IBTROZI (taletrectinib) by sharing long-term Phase 2 TRUST-I and TRUST-II data on its efficacy and safety in ROS1-positive non-small cell lung cancer at major oncology conferences, underscoring how this...
NasdaqGS:PAYX
NasdaqGS:PAYXProfessional Services

Paychex (PAYX) Dropped, So What Is Driving Attention Now?

Paychex WISE integration with Microsoft 365 Copilot and Teams Paychex (PAYX) drew fresh investor attention after announcing that its WISE workforce intelligence engine is now available inside Microsoft 365 Copilot and Teams, bringing HR insights directly into everyday productivity tools. See our latest analysis for Paychex. Paychex shares trade at US$122.02 after a 29.14% 90 day share price return and 6.67% 30 day share price return, while the 1 year total shareholder return is down 7.85%...
NYSE:MSI
NYSE:MSICommunications

How Investors May Respond To Motorola Solutions (MSI) New Bond Issues And Updated 2026 Outlook

In early August 2026, Motorola Solutions completed two senior unsecured fixed‑rate bond offerings totaling about US$949.01 million, issuing 4.850% notes due 2029 and 5.650% notes due 2036 with major global banks acting as co‑lead underwriters. These new bonds, coming alongside strong second‑quarter results and higher full‑year revenue guidance, highlight how Motorola Solutions is pairing growth investment with long‑term funding while continuing to return capital via share repurchases under...
NYSE:BKU
NYSE:BKUBanks

BankUnited (BKU), What Is Behind The Latest Attention?

BankUnited (BKU) is back in focus after quarterly results missed analyst expectations on both net interest income and EPS. Management highlighted record non interest bearing deposits, stronger fee income and better credit quality. See our latest analysis for BankUnited. At around $48.34, BankUnited’s recent 1 day share price return of 1.07% and 7 day share price return of 4.05% suggest some short term buying interest. The 1 year total shareholder return of 32.66% and 3 year total shareholder...
NasdaqGS:SMTC
NasdaqGS:SMTCSemiconductor

Semtech (SMTC) Stock May Trade Above Fair Value On Unit Sale

Semtech stock has produced very strong share price gains over the past few years, yet its current valuation checks lean expensive rather than clearly cheap. With the company now agreeing to sell its cellular module business to Compal Electronics and focus more tightly on areas like data center and LoRa connectivity, investors are weighing a sharp share price run against a low overall value score. Over the past 3 years, Semtech has delivered a very large return of about 4.7x, which puts extra...
NasdaqGS:RGLD
NasdaqGS:RGLDMetals and Mining

Royal Gold’s Surging 2026 Earnings and Metal Volumes Might Change The Case For Investing In RGLD

In the past quarter, Royal Gold, Inc. reported second‑quarter 2026 sales of US$447.1 million and net income of US$236.39 million, with diluted earnings per share from continuing operations of US$2.78, all higher than the same period a year earlier. For the first half of 2026, the company nearly doubled sales and net income year on year and issued full‑year volume guidance for gold, silver, and copper, giving investors clearer visibility into how its royalty and streaming portfolio is...
NasdaqGS:MXL
NasdaqGS:MXLSemiconductor

MaxLinear (MXL) Is Up 13.2% After AI RackCommander Launch And New Data Center Partnerships

In early August 2026, MaxLinear and its partners rolled out a wave of AI data center developments, including the RackCommander rack-management portfolio, new high-current eFuse power-protection devices, the Carmel high-speed USB‑to‑UART chip, and fresh collaborations with Core Micro Systems and Everspin targeting hardware‑accelerated storage and next‑generation memory architectures. Taken together, these launches and partnerships extend MaxLinear further into the control, power, storage, and...
NYSE:PCG
NYSE:PCGElectric Utilities

What Is PG&E (PCG) Really Doing In Wildfire Bailout Lobbying?

PG&E (NYSE: PCG) is reported to be a primary funder of "Wildfire Victims First", a coalition lobbying for wildfire bailout legislation while presenting utility-linked advocates as independent voices. Consumer Watchdog alleges the coalition is backed by PG&E and other utilities and that these ties were not clearly disclosed to the public or policymakers. The revelations raise questions about transparency in regulatory lobbying and how future wildfire liability rules might be shaped in favor...
NasdaqGS:TBLA
NasdaqGS:TBLAInteractive Media and Services

Taboola.com’s Return To Profitability And 2026 Outlook Could Be A Game Changer For TBLA

In August 2026, Taboola.com Ltd. reported second-quarter 2026 results showing sales of US$476.83 million and net income of US$4.32 million, alongside six-month sales of US$943.22 million and net income of US$63.38 million, and issued revenue guidance of US$460 million–US$473 million for the third quarter and US$1.93 billion–US$1.96 billion for full-year 2026. The shift from net losses a year earlier to profits in both the quarter and first half, combined with quantified revenue guidance,...
NYSE:ARES
NYSE:ARESCapital Markets

Ares Management (ARES) Just Moved, What Is Drawing Attention Now?

Ares Management (ARES) is back in focus after recent coverage highlighted its 24.3% annual revenue growth over the last two years and earnings trends that compare favorably with other large caps. See our latest analysis for Ares Management. The recent attention on Ares Management comes as the stock trades at US$144.02, with a 30 day share price return of 14.59% and a 90 day share price return of 16.43%. However, the year to date share price return is down 13.41% and the 1 year total...
NasdaqGS:LULU
NasdaqGS:LULULuxury

Is Lululemon Athletica (LULU) Undervalued After Its AI Chief Exit And Four Day Slide?

Lululemon athletica (LULU) is back in focus after AI chief Ranju Das exited the company ahead of incoming CEO Heidi O’Neill, while the stock heads for its worst week since June after four straight daily declines. See our latest analysis for lululemon athletica. Recent leadership changes and tempered guidance have come against a weak share price backdrop for lululemon athletica, with the stock down 7.02% on a 7 day share price return and 43.29% on a year to date share price return, while the 1...
NYSE:ENR
NYSE:ENRHousehold Products

Energizer Holdings (ENR) Could Be 76% Undervalued On Mixed Third Quarter Earnings

Energizer Holdings (ENR) released third quarter and nine month results to June 30, 2026, with sales slightly higher than a year earlier, while net income and earnings per share moved sharply lower. See our latest analysis for Energizer Holdings. The recent third quarter earnings release, together with an update on the completed buyback program, comes after a strong 90 day share price return of 37.61%. However, the 1 year total shareholder return declined 13.45%, which suggests short term...
NYSE:PAGS
NYSE:PAGSDiversified Financial

Does PagSeguro’s New Dividend and Buyback Strategy Reshape the Bull Case for PagSeguro Digital (PAGS)?

PagSeguro Digital Ltd. reported its second-quarter 2026 results, with revenue of R$5,079.99 million and net income of R$549.08 million, alongside higher basic and diluted earnings per share versus a year earlier. On the same day, the company completed a large R$165.86 million share buyback program and approved a US$0.28 per-share cash dividend, signaling increased use of capital returns to shareholders. We’ll now examine how the new cash dividend, alongside recent results, may influence...
NYSE:SBH
NYSE:SBHSpecialty Retail

Sally Beauty Holdings (SBH) Lifted Full Year Guidance, Is The Upside Already Priced In?

Sally Beauty Holdings (SBH) is back on investors' radar after a fresh earnings release, updated full year sales guidance, and a completed share repurchase tranche under its long running buyback program. See our latest analysis for Sally Beauty Holdings. Sally Beauty Holdings shares have pulled back slightly in the past week after the latest earnings and guidance update. However, a 30 day share price return of 10.35% and a 90 day gain of 38.92% suggest momentum has been building, supported by...
NasdaqGS:APP
NasdaqGS:APPMedia

AppLovin (APP) Is Down 9.0% After Mixed Q2 Beat-Miss And Cautious AI Ad Outlook - Has The Bull Case Changed?

In early August 2026, AppLovin reported past second-quarter 2026 results showing strong year-over-year growth in revenue to US$1,923.69 million and net income to US$1,266.54 million, alongside issuing third-quarter revenue guidance of US$2,055 million to US$2,085 million and completing a multi-year share repurchase covering 22.8% of its stock. Beneath the headline growth, investors focused on the slight revenue and earnings shortfall versus expectations and the cautious AI advertising...
NasdaqGS:GEHC
NasdaqGS:GEHCMedical Equipment

GE HealthCare Technologies (GEHC) Launches New Ultrasound Systems, Is The Stock Still A Bargain?

GE HealthCare Technologies (GEHC) has rolled out new ultrasound products that are drawing fresh attention to the stock. The LOGIQ e laptop systems and expanded breast imaging platform combine AI tools, portability and regulatory clearances. See our latest analysis for GE HealthCare Technologies. The LOGIQ e and Invenia ABUS launches come after a strong stretch for GE HealthCare Technologies, with a 30 day share price return of 16.8% and a 90 day share price return of 19.8% lifting the stock...
NYSE:PS
NYSE:PSCapital Markets

Pershing Square (PS) Stock Still Looks Stretched After A 69% Run

Pershing Square stock has had a strong run so far this year, yet the current valuation checks suggest the shares are not an obvious bargain. The market has pushed the price up quickly while the broader metrics still lean toward the stock screening as expensive. Pershing Square is up 68.7% year to date, which puts extra focus on whether the recent strength already reflects most of the good news in the price. The fund structure and concentrated portfolio can support earnings and asset growth...
NasdaqCM:RCAT
NasdaqCM:RCATAerospace & Defense

Rocket Lab Stock And 2 Defense Picks For Rising Geopolitical Tension

Energy prices linked to the Iran US stand off are keeping inflation concerns alive, which keeps attention on sectors tied to national security and critical infrastructure. Aerospace and defense stocks sit at the heart of that conversation. For investors, this screener highlights companies connected to long term security needs rather than short term consumer cycles. This article walks through 3 stocks from the Aerospace And Defense screener to watch now. The 3 stocks covered next are just a...
NasdaqGS:OTEX
NasdaqGS:OTEXSoftware

Did Stronger Profitability and a Bigger Buyback Just Shift Open Text's (OTEX) Investment Narrative?

In early August 2026, Open Text Corporation reported fourth-quarter revenue of US$1,349.03 million and net income of US$155.66 million, alongside full-year revenue of US$5,246.40 million and net income of US$643.02 million, and also announced a quarterly cash dividend of US$0.28 per share and a new share repurchase authorization of up to 23,846,439 shares. The sharp year-on-year improvement in quarterly earnings, combined with ongoing buybacks that have already retired 14,273,800 shares and...