U.S. Stock News

NasdaqGM:SUPN
NasdaqGM:SUPNPharmaceuticals

Supernus Pharmaceuticals (SUPN) Stock Looks Reasonable On Sales While Returns Look Strong

Supernus Pharmaceuticals stock has almost doubled over the past five years, yet the latest valuation checks still point to shares looking inexpensive on several measures. That mix of strong long term returns and a broadly cheap read on the fundamentals is what investors are now weighing. Supernus Pharmaceuticals has returned 95.3% over five years, which puts the recent price performance against a longer record of value creation. Growth in prescription volumes and product uptake would need to...
NYSE:MS
NYSE:MSCapital Markets

What Does Morgan Stanley (MS) Need To Answer In This New Lawsuit?

Morgan Stanley (NYSE:MS) faces a new lawsuit from a former advisor alleging workplace discrimination and misconduct by senior management. The complaint includes claims of gender and disability discrimination, as well as alleged breaches of confidential health information. The former advisor says the treatment and management conduct left her feeling forced to resign from the firm. These allegations highlight wider questions about culture and risk controls at large financial institutions...
NasdaqGS:RKLB
NasdaqGS:RKLBAerospace & Defense

Does New NITE-STAR Defense Work and GEO Win Redefine the Bull Case For Rocket Lab (RKLB)?

In August 2026, Rocket Lab Corporation was onboarded to the U.S. Space Force’s US$981 million NITE-STAR IDIQ program, won a GEO satellite-bus role from Viasat for Protected Tactical SATCOM-Global, and confirmed successful on-orbit performance of eight Lightning-platform satellites built for MDA Space and Globalstar. Together with its recent at-the-market equity raises and acquisition push, these wins underline Rocket Lab’s shift toward becoming a vertically integrated space contractor...
NasdaqGS:AGNC
NasdaqGS:AGNCMortgage REITs

AGNC Investment (AGNC) Stock Could Be A Bargain After A 79% Return

AGNC Investment has delivered a 79.4% return over the last three years, yet both its Excess Returns intrinsic value estimate and market multiples still point to the stock trading at a discount to what the business may be worth. That combination of strong past returns and an apparent valuation gap is what investors are trying to make sense of today. AGNC Investment has returned 79.4% over three years, which puts a spotlight on whether the share price has fully caught up with the underlying...
NasdaqGS:MKSI
NasdaqGS:MKSISemiconductor

Is Zhen Ding’s AI Packaging Award Quietly Shifting the Investment Case for MKS (MKSI)?

MKS Inc. reported past second-quarter 2026 results with revenue of US$1,248 million and net income of US$175 million, alongside issuing third-quarter guidance for revenue of about US$1,350 million and GAAP net income of about US$201 million. Award recognition from key partner Zhen Ding Technology Group for Service Excellence and Technology Innovation highlights MKS’s role in AI-driven semiconductor and advanced packaging ecosystems. We’ll now examine how this Zhen Ding recognition for...
NYSE:BLK
NYSE:BLKCapital Markets

BlackRock Stock and 2 Financials Tied to Rising Demand for Cash Alternatives

Long-term government bond yields are surging while central banks send mixed signals, and that is pulling investor attention back toward short-duration cash and ultra short fixed income products. This shift can change how cash is parked and where liquidity flows, which may create fresh openings or new risks for certain stocks exposed to this news. This article discusses three such stocks and explains why each one may merit closer analysis at this time. The stocks covered below are just a...
NasdaqGS:KRNY
NasdaqGS:KRNYBanks

US Interest Rate Sensitive Financial Stocks Facing A New Test From Lower Treasury Yields

With Treasury yields easing after a rare expansion of US long term debt buybacks and inflation still above the Fed’s comfort zone, interest rate sensitive stocks are back in focus. These cross currents can quickly reprice expectations for banks, mortgage REITs and housing lenders, which creates both opportunity and risk for anyone watching this corner of the market. This article explains how three stocks exposed to the latest rate moves may either benefit or face fresh questions. The three...
NYSE:GSL
NYSE:GSLShipping

3 Dividend Fortresses For Passive Income As Bond Yields Hit Multi Month Highs

Government bond yields in the US and Europe have climbed to multi month highs, which puts fresh pressure on growth stocks and income seekers who rely on bonds. That shift pulls attention back to solid dividend payers. High yield Dividend Fortresses that offer 5%+ yields and resilient cash generation can look especially appealing. This article highlights three such stocks that aim to prioritise income and staying power. The three Dividend Fortresses in this article are just a starting sample,...
NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

Is Strategy (MSTR) A Bargain As Bitcoin Buying Pauses And Capital Focus Shifts?

Strategy (MSTR) has paused new Bitcoin purchases for several weeks and raised more than US$333 million through common stock sales. Investors are now watching how this capital management shift affects credit stability and equity risk. See our latest analysis for Strategy. Over the past year Strategy’s share price has come under pressure, with a year to date share price return down 41.13% and a 1 year total shareholder return down 73.13%. In contrast, the 3 year total shareholder return is up...
NasdaqGS:TTWO
NasdaqGS:TTWOEntertainment

Take Two Interactive Software (TTWO) Could Be 13% Undervalued After Q1 Results And Guidance

Take-Two Interactive Software (TTWO) is drawing fresh attention after its 7 August 2026 first quarter results and updated guidance. Investors are weighing ongoing losses against management’s outlook for higher full year revenue and a return to profitability. See our latest analysis for Take-Two Interactive Software. The latest guidance has kept Take-Two Interactive Software in focus, with the share price at US$242.40 and shorter term share price returns more muted, while the 3 year total...
NasdaqCM:HYMC
NasdaqCM:HYMCMetals and Mining

Does Hycroft Mining (HYMC) Have a Game-Changing Feeder System Emerging at Brimstone?

Hycroft Mining Holding Corporation recently reported additional drill results from its 2025–2026 exploration program at the Hycroft Mine in Nevada, highlighting thick high-grade silver and gold intercepts at the Brimstone and Vortex zones that remain open in all directions. Beyond confirming wide zones of high-grade mineralization, the results point to a potential feeder system at depth, which could materially influence how the deposit is ultimately mined. We’ll now examine how the...
NYSE:OUT
NYSE:OUTSpecialized REITs

OUTFRONT Media (OUT) Earnings And Jets Deal Put Valuation Back In Focus

OUTFRONT Media (OUT) has drawn fresh attention after a packed August 5 update that combined stronger year-over-year earnings, a higher quarterly dividend and a new multi-year partnership with the New York Jets. See our latest analysis for OUTFRONT Media. OUTFRONT Media’s share price has pulled back recently, with a 30 day share price return that declined 9.7% and a 90 day share price return that declined 8.7%. However, the year to date share price return of 26.4% and 1 year total shareholder...
NYSE:MUR
NYSE:MUROil and Gas

The Bull Case For Murphy Oil (MUR) Could Change Following Strong Q2 Earnings And Capital Returns

Murphy Oil Corporation recently reported past second-quarter 2026 results showing revenue of US$928.31 million and net income of US$232.18 million, with basic earnings per share from continuing operations of US$1.62, all higher than the same period in 2025. Alongside this earnings strength, Murphy Oil confirmed 2026 production guidance, maintained its US$0.35 quarterly dividend, and completed a near-10% share repurchase program, underscoring a continued focus on returning cash to...
NYSE:CDE
NYSE:CDEMetals and Mining

Coeur Mining (CDE) Record Gold Output Puts Fair Value Back In Focus

Coeur Mining (CDE) drew fresh attention after reporting record second quarter gold production of 163,490 ounces, alongside higher sales and net income, and issuing updated full year 2026 production guidance. See our latest analysis for Coeur Mining. Despite a dip of about 4% in the latest session to a share price of $18.51, Coeur Mining has seen strong momentum build, with a 29% 1 month share price return and a very large 3 year total shareholder return that reflects how investors have...
NYSE:ELV
NYSE:ELVHealthcare

Elevance Health (ELV) Could Be 11% Below Fair Value As Carelon Growth Draws Focus

Recent share performance and business scale With no single headline event driving market attention, Elevance Health (ELV) has drawn interest through its recent share performance and scale. The stock closed at $398.27, giving the company a market value near $84.6b. See our latest analysis for Elevance Health. Recent price action for Elevance Health points to building momentum, with a 1 month share price return of 6.74% and a year to date share price return of 12.43%. The 1 year total...
NasdaqCM:VKTX
NasdaqCM:VKTXBiotechs

Viking Therapeutics (VKTX) Stock Still Looks Pricey With Pipeline Hopes Priced In

Viking Therapeutics has delivered a very large 463.7% return over the past five years, yet the stock currently screens as expensive on the valuation checks, which raises questions about how much optimism is already in the price. Over five years, Viking Therapeutics has returned 463.7%, which signals investors have already paid up heavily for the growth story. Expectations for future revenue and cash flow from Viking Therapeutics' pipeline can support a premium, although any delay in turning...
NYSE:SSB
NYSE:SSBBanks

SouthState’s New Government Contractor Banking Push Might Change The Case For Investing In SSB

SouthState Bank recently expanded into Government Contractor Banking, appointing veteran banker and former MartinFederal Consulting CEO David Mathis to lead the new vertical and support clients with financing, treasury management, capital markets, and mergers and acquisitions services. This move introduces a specialized focus on the government contracting sector, pairing niche industry knowledge with commercial banking capabilities to broaden SouthState’s business banking offering. We’ll now...
NYSE:NWN
NYSE:NWNGas Utilities

Northwest Natural Holding (NWN) Guides To Upper Half Of EPS Range, Is It Still 11% Undervalued?

Northwest Natural Holding (NWN) stock is in focus after the company reported second quarter 2026 results, swung to a small net profit, and guided full year earnings per share toward the upper half of its 2026 range. See our latest analysis for Northwest Natural Holding. Northwest Natural Holding shares have edged higher in recent months, with a 90 day share price return of 2.2% and a year to date share price return of 9.16%. The 1 year total shareholder return of 30.75% and 3 year total...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Is Datadog (DDOG) Fairly Valued Following Its FedRAMP High Win And Vertosoft Partnership?

Datadog (DDOG) is drawing fresh attention after securing FedRAMP High certification for Datadog for Government and partnering with Vertosoft, a move that points directly to the US public sector opportunity. See our latest analysis for Datadog. Set against these government wins, Datadog’s share price has had a mixed few weeks, with a 30 day share price return down 4.9%, a 90 day share price return of 15.9%, and a 1 year total shareholder return of 90.7%. This points to momentum that has built...
NasdaqGM:RLAY
NasdaqGM:RLAYBiotechs

Relay Therapeutics (RLAY) Stock May Be Fully Valued After A 7x Run

Relay Therapeutics has delivered a very large 1 year return, yet the stock currently screens as expensive on broad valuation checks, which raises questions about how much optimism is already in the price. Relay Therapeutics has returned roughly 7x over the past 12 months, which puts unusual weight on whether the fundamentals can justify that kind of move. Expectations for future drug development and potential revenue can support the current valuation, while uncertainty around clinical...
NYSE:CW
NYSE:CWAerospace & Defense

Curtiss Wright (CW) Expands Buyback Program, Is The Stock Still Below Fair Value?

Curtiss-Wright (CW) extended its share repurchase activity on August 10, 2026, adding US$100 million to its buyback authorization and bringing the total program size to US$2.166 billion. See our latest analysis for Curtiss-Wright. Curtiss-Wright’s latest buyback expansion comes after a brief period of share price softness, with the stock down over the past quarter but still showing strong year to date share price returns and very strong multi year total shareholder returns. If this kind of...
NYSE:KMI
NYSE:KMIOil and Gas

Kinder Morgan (KMI) Stock Looks Like A Bargain On Cash Flow, Fair On Earnings

Kinder Morgan stock has delivered strong returns over the past few years, yet the current price near US$32.87 is still below an intrinsic value estimate from a Discounted Cash Flow (DCF) approach that points to roughly 40.4% upside. At the same time, market multiples suggest Kinder Morgan is trading at about the right level overall, which creates a mixed read on how much value is really left in the share price today. Over the past 5 years Kinder Morgan has returned about 161.3%, which puts...
NYSE:XYZ
NYSE:XYZDiversified Financial

Block (SQ) Stock Still Looks Undervalued Despite Its 71% Five Year Fall

Block stock is caught between two different valuation signals. The Excess Returns intrinsic value estimate points to meaningful upside from the current US$79.43 share price, while earnings based multiples flag the stock as expensive compared with its fundamentals. Block has declined 70.6% over the past 5 years, which leaves long term holders with a weak result and makes today’s entry point more sensitive to valuation. Recent AI driven restructuring and product rollout can support margin and...
NYSE:STE
NYSE:STEMedical Equipment

Should STERIS’ (STE) Record Chemistries Investment and Reaffirmed Outlook Require Action From Investors?

In early August 2026, STERIS plc reported first-quarter fiscal 2027 results showing higher sales of US$1,492.7 million and increased earnings, reiterated its full-year revenue growth guidance of 7% to 8%, appointed Pierre Boulud to key board committees, and announced a US$600 million chemistries Center of Excellence in North Carolina. The combination of earnings growth, reaffirmed guidance, and the largest manufacturing investment in the company’s history highlights management’s confidence...