U.S. Stock News

NasdaqGS:NVMI
NasdaqGS:NVMISemiconductor

Nova (NasdaqGS:NVMI) Stock Stays Rich On Record Revenue And Q3 Outlook

Nova stock has delivered very strong gains over the past five years, yet current valuation checks and recent share price volatility point to a more mixed picture on whether the recent enthusiasm is fully backed up by fundamentals. NOVA has returned 309.0% over the past five years, which puts extra focus on whether today's price still leaves room for an attractive long term outcome. Record recent revenue and a positive outlook for future sales can support higher expectations, while any...
NYSE:TPB
NYSE:TPBTobacco

US Canada Trade Talks Put These Cross Border Stocks In Focus

A sudden pause in planned 50% U.S. tariffs on about US$20b of Canadian imports has given cross border trade stocks a brief window of clarity, while talks over a wider deal keep headlines and prices on edge. That mix of relief and risk creates a short list of companies that could either benefit or be tested. This article walks through 3 such stocks and how this trade story could matter for your portfolio. The three stocks below are just a starting sample from this cross border trade theme. The...
NYSE:SCL
NYSE:SCLChemicals

Can Stepan (SCL) Trade At A Discount Without Looking Cheap?

Stepan stock has rebounded over the past year, yet longer term shareholders are still facing a large 5 year decline, and today the valuation checks suggest the shares no longer look obviously cheap or obviously expensive at around this level. Over the past 5 years Stepan has delivered a return that is down about 40%, which puts extra focus on whether the recent recovery is supported by the fundamentals. Future valuation may depend on how consistently Stepan converts revenue into cash flow,...
NasdaqGS:VNET
NasdaqGS:VNETIT

VNET Group (VNET) Stock Looks Like A Bargain Even As Broader Checks Stay Mixed

VNET Group has rewarded long term holders with a return of 118.6% over the past three years. However, the stock is currently down over the past year and screens as only a mixed value story rather than a straightforward bargain. Over three years, VNET Group has gained 118.6%, which puts recent share price weakness into context for anyone looking at the longer track record. The newly announced partnership with battery giant CATL may support expectations for larger scale, more energy efficient...
NYSE:BAH
NYSE:BAHProfessional Services

Booz Allen Hamilton Holding (BAH), Why Is Attention Building Now?

Booz Allen Hamilton Holding (BAH) has drawn fresh attention after recent share price moves, including a gain over the past month alongside declines over the past 3 months and year to date. See our latest analysis for Booz Allen Hamilton Holding. Booz Allen Hamilton Holding’s recent 16.18% 1 month share price return contrasts with a weaker year to date share price return and a 1 year total shareholder return that is also down. This suggests recent momentum is rebuilding after a tougher...
NYSE:SR
NYSE:SRGas Utilities

Why Spire (SR) Is Getting Attention Today

Why Spire Might Be On Your Radar Today Spire (SR) has drawn renewed interest as investors reassess US regulated gas utilities in light of its recent share performance and fundamentals. The stock last closed at $83.13, with a market value near $4.9b. See our latest analysis for Spire. Over the past few months, Spire’s 2.1% 30 day share price return contrasts with a 4.1% decline over 90 days, while the 1 year total shareholder return of 14.4% and 3 year total shareholder return of 60.9% point...
NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

What Could Fiserv (FISV) Gain From Real Time Payouts In 140 Countries?

Fiserv (NasdaqGS:FISV) has agreed a global partnership with Thunes to support real-time international payouts for platforms using Thunes' Direct Global Network. The collaboration gives Fiserv merchant clients access to instant cross-border payouts across more than 140 countries. The deal extends Fiserv's global money movement reach and broadens its fintech services for businesses with international payment needs. This kind of push into faster, more connected payments is part of a wider...
NYSE:CDRE
NYSE:CDREAerospace & Defense

Cadre Holdings (CDRE) Lifts 2026 Outlook As Investors Ask If The Valuation Already Reflects It

Cadre Holdings (CDRE) is back in focus after reporting second quarter 2026 results, highlighting higher sales and a lower net income figure, along with a raised full year 2026 net sales outlook. See our latest analysis for Cadre Holdings. Cadre Holdings shares closed at $33.45 on 18 August 2026, with a 30 day share price return of 15.11% and a 90 day share price return of 14.87%. The 1 year total shareholder return of 14.88% contrasts with a weaker year to date share price performance,...
NasdaqGM:ARDX
NasdaqGM:ARDXBiotechs

Ardelyx (ARDX) Following Strong Results And Guidance Still Looks Undervalued

Ardelyx (ARDX) stock is in focus after the company reported second quarter 2026 results on 6 August, showing higher revenue, narrower net losses, and updated full year guidance for IBSRELA and XPHOZAH. See our latest analysis for Ardelyx. Ardelyx’s recent earnings update came after a tough stretch for the stock, with the share price down 24.62% over the past month and 36.26% year to date, even though the 5 year total shareholder return of 166.67% still reflects a much stronger longer term...
NYSE:CAAP
NYSE:CAAPInfrastructure

Corporación América Airports (CAAP) Stock May Be A Bargain On Fresh Q2 Results

Corporación América Airports has delivered a very large 337.9% total return over the past 5 years, yet after the recent pullback investors are facing a stock that screens as undervalued on the broad valuation checks. With the share price giving back some ground this year, the question is how that long term performance lines up with what the current multiples and fundamentals suggest. The 337.9% 5 year return highlights how strongly the stock has rewarded long term holders, which makes the...
NYSE:SXI
NYSE:SXIMachinery

Standex (SXI) Stock Looks Expensive Relative To Its Earnings

Standex International has delivered a very strong 236.4% return over the past 5 years, yet the current valuation checks suggest the stock now leans expensive rather than being a clear bargain. The 236.4% gain over 5 years shows Standex International has rewarded long term holders and raises the bar for what future returns would need to justify today's price. Future revenue and cash flow growth from the core industrial businesses can support the current share price. However, any setback in...
NasdaqGS:HWC
NasdaqGS:HWCBanks

Hancock Whitney (HWC) Raised Its Dividend, Is The Stock Still Trading At A Discount?

Dividend change puts Hancock Whitney stock in focus Hancock Whitney (HWC) has drawn fresh investor attention after raising its annualized dividend by 11.1%, keeping the payout ratio at 33% and offering a yield above both the Banks - Southeast group and the S&P 500. See our latest analysis for Hancock Whitney. At a share price of $78.25, Hancock Whitney has seen its 90 day share price return of 17.39% and year to date share price return of 21.39% translate into a 1 year total shareholder...
NYSE:PPL
NYSE:PPLElectric Utilities

PPL (PPL) Stock Looks Discounted Following Pennsylvania Data Center Power News

PPL stock has returned 55.7% over the past three years, yet its broader valuation checks lean more cautious. This raises a question about how much upside is already reflected in the current share price. Recent headlines around a large Pennsylvania power venture with Blackstone add a new growth angle that investors now have to weigh against that weaker value score. PPL's 55.7% three year return points to investors already paying up for the company, so fresh gains may depend more on how the...
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: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: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,...
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: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...
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...