U.S. Stock News

Red Cat Holdings hosted its first Innovation Day, showcasing new military drone technologies, including a USV drone boat, through live demonstrations. The event highlighted the company’s growing focus on defense and government customers at a time of heightened global security concerns. Management also spotlighted expanding production capabilities, fresh orders from Asia Pacific allies, and increasing industry attention around its solutions. For investors watching NasdaqCM:RCAT, the news...

SFL Corporation Ltd. declared a quarterly cash dividend of US$0.20 per share, paid on or around March 30, 2026, to shareholders of record as of March 12, 2026, and also reported fourth-quarter 2025 revenue of US$175.51 million alongside a net loss of US$4.65 million. Despite reporting a full-year 2025 net loss of US$26.43 million, SFL sustained its US$0.20 dividend for an 88th consecutive payout, underlining management’s emphasis on ongoing cash returns. We will now examine how SFL’s...

In early February 2026, Automatic Data Processing reported solid fiscal Q2 results, citing broad-based strength across international markets, US enterprise clients, compliance services, and smaller business segments, while also highlighting early benefits from its October 2024 acquisition of WorkForce Software as its suite featured in several new deals. These results, coupled with ADP’s ongoing pivot beyond payroll into AI-enabled HR platforms, suggest its expanding product breadth is...

Old National Bancorp recently announced that four directors, including long-serving members reaching the age limit, will retire at the May 2026 annual meeting, while the board has amended its bylaws to allow flexible board sizing and plans to shrink from 16 to 12 members. At the same time, the company raised its quarterly common dividend by 3.6% to US$0.145 per share and affirmed preferred dividends, underscoring an emphasis on capital returns alongside governance changes and ongoing...

Earlier this week, Anthropic launched Claude Code Security, an AI tool that autonomously scans software code for vulnerabilities and suggests targeted fixes, prompting fresh scrutiny of traditional security remediation approaches like those used by Okta. This development highlights how embedding AI-driven security directly into the development workflow could challenge the value proposition of standalone identity and security software platforms. Next, we’ll explore how AI-native security...

Advanced Energy Industries (AEIS) just wrapped up a busy set of updates, combining its fourth quarter and full year 2025 results with fresh first quarter 2026 guidance, ongoing buybacks, and acquisition plans that are drawing investor attention. See our latest analysis for Advanced Energy Industries. The earnings beat, active buybacks and management's focus on acquisitions appear to be feeding into strong momentum. A 30 day share price return of 26.33% and a 1 year total shareholder return of...

Community Trust Bancorp (CTBI) is back on investors’ radar after quarterly earnings topped consensus expectations and the bank confirmed its next quarterly dividend, a combination that is drawing fresh attention to the stock. See our latest analysis for Community Trust Bancorp. At a share price of US$63.57, Community Trust Bancorp has seen a 13.28% 90 day share price return, while its 1 year total shareholder return of 22.95% and 5 year total shareholder return of 84.88% point to momentum...

In February 2026, The Chefs’ Warehouse reported fourth-quarter 2025 sales of US$1,142.56 million, with full-year sales reaching US$4.15 billion and net income of US$72.36 million, while management highlighted strong demand in upscale-casual and higher-end dining channels. Executives also indicated they are actively evaluating accretive, low-risk acquisitions that could complement existing territories and enhance organic growth, while carefully weighing these options against potential share...

Earlier in February 2026, Comstock announced that it had appointed Newmark Group as the exclusive leasing agent for its more than 3.20 million square foot Reston Station and Loudoun Station Class A and Trophy office portfolio in Northern Virginia’s Dulles Corridor. This mandate, alongside Newmark’s recent $415 million refinancing arrangement for a large grocery-anchored retail portfolio, underscores the firm’s role in high-profile, mixed-use and retail assignments across key U.S. markets. We...

Why Live Oak Bancshares Is On Investors’ Radar Live Oak Bancshares (LOB) has drawn fresh attention after recent share price gains over the past month and past 3 months, prompting investors to reassess its banking and fintech focused business model. The company reports revenue of US$480.8 million and net income of US$102.8 million, figures that give investors concrete reference points when weighing recent returns and the current US$40.88 share price. See our latest analysis for Live Oak...

Ocular Therapeutix (OCUL) is back in focus after releasing topline SOL-1 Phase 3 data for Axpaxli in wet age-related macular degeneration, a clinically positive update that nonetheless triggered a sharp negative reaction in the share price. See our latest analysis for Ocular Therapeutix. The latest Axpaxli readout has come after a volatile stretch, with a 1 day share price return of 10.67% partly offsetting a 30 day share price decline of 24.25% and a year to date share price return of...

Susquehanna recently downgraded Joint Stock Company Kaspi.kz (NASDAQ: KSPI) to a Neutral stance, while Citi reaffirmed its positive view, as management signalled that 2025 will be an “investment year” focused on balancing spending and shareholder returns. This shift toward heavier investment has highlighted differing analyst opinions and raised questions about how Kaspi.kz will balance growth initiatives with maintaining its established profitability profile. Now, we’ll examine how...

Integer Holdings (ITGR) is back in focus after recent share price moves, giving investors a fresh chance to reassess the medical device manufacturer’s returns profile and financial scale ahead of their next portfolio decisions. See our latest analysis for Integer Holdings. At a share price of US$84.85, Integer Holdings has seen a 1-day share price return of 2.23% and a 90-day share price return of 18.79%, while the 1-year total shareholder return is a 33.18% loss. This points to improving...

In February 2026, Zebra Technologies completed a US$841.85 million share repurchase under its 2022 authorization, launched a new US$1.00 billion buyback program with no expiration date, reported higher fourth-quarter and full-year 2025 revenue, and issued 2026 guidance calling for double-digit reported sales growth supported by acquisitions and foreign currency tailwinds. An interesting aspect for investors is how Zebra’s earnings declined year over year even as revenue grew and buybacks...

Why California Resources Is On Investors’ Radar California Resources (CRC) has drawn fresh attention after recent share price moves, with the stock showing positive returns over the past month and past 3 months, prompting investors to reassess its valuation and business mix. See our latest analysis for California Resources. At a share price of US$59.22, California Resources has seen a 20.66% 1 month share price return and a 27.66% year to date share price return. The 5 year total shareholder...

IDACORP (IDA) has drawn investor attention after its latest share move, with the stock closing at $139.89. That price sits alongside a 1-year total return of 25.92% and a 3-year total return of 47.19%. See our latest analysis for IDACORP. The recent 1 day share price return of 1.15% comes after a softer 7 day share price return of 3.03%. However, the 1 year total shareholder return of 25.92% and 5 year total shareholder return of 88.30% indicate momentum that has been building over a longer...

Vulcan Materials (VMC) is back on investors’ radar after recent price moves, with the stock last closing at $305.29. You might be asking how that stacks up against its fundamentals today. See our latest analysis for Vulcan Materials. The recent move to a share price of $305.29 comes after a 6.82% 7 day share price decline. However, the 90 day share price return of 6.30% and 1 year total shareholder return of 21.63% still point to positive momentum over a longer window. If Vulcan Materials has...

TTM Technologies (TTMI) is back on investor radars after a stronger-than-expected earnings report, a raised outlook, and tariff relief, all coinciding with rising interest in its role across defense, aerospace, AI, and 5G hardware. See our latest analysis for TTM Technologies. The latest earnings beat, tariff relief and AI infrastructure tailwinds have all contributed to sharp price momentum, with a 1 day share price return of 7.51%, a 90 day share price return of 66.20%, and a very large 1...

Agree Realty Corporation recently reported its fourth-quarter and full-year 2025 results, with quarterly revenue rising to US$190.49 million and net income reaching US$56.04 million, and full-year revenue and net income of US$718.40 million and US$204.35 million respectively. While the company’s revenue and net income grew year over year, full-year earnings per share stayed broadly flat, highlighting how expansion has so far translated into steady rather than accelerating per-share...

In February 2026, FormFactor announced that director Kevin Brewer will retire from the Board after his current term and will not stand for re-election at the anticipated May 15, 2026 annual meeting, following his tenure on the Audit and Governance and Nominating Committees and a February open-market sale of 3,000 shares. His planned departure, alongside share sales by several directors and executives, comes as FormFactor highlights its role in AI-driven semiconductor testing at industry...

Earlier in February 2026, Ralph Lauren reported a strong fiscal Q3 holiday quarter, with double-digit revenue growth and demand holding up across regions, and management lifted its full-year 2026 constant-currency revenue outlook to high-single to low-double digit growth. These results have reinforced confidence in Ralph Lauren’s ability to sustain its premium positioning while capturing growth through brand strength, product mix and broader geographic reach. We’ll now explore how this...

In February 2026, CNX Resources Corporation priced a US$500,000,000 offering of 5.875% senior unsecured notes due 2034 at par, with subsidiary guarantees, to refinance its 6.000% senior notes due 2029 via a tender offer and conditional redemption. This refinancing effectively extends CNX’s debt maturity profile while slightly lowering its coupon costs, underscoring active balance sheet management and an emphasis on financial flexibility. We’ll now examine how refinancing 6.000% 2029 notes...

Pinterest reported full-year 2025 results showing sales rising to US$4,221.77 million from US$3,646.17 million, while net income and diluted EPS from continuing operations declined versus the prior year, and the company paired this with Q1 2026 revenue guidance of US$951 million to US$971 million, an 11% to 14% year-over-year increase including a foreign-exchange tailwind. Alongside these results, Pinterest completed over US$1.03 billion of share repurchases under its 2024 authorization,...

Loews Corporation recently completed a US$500 million public offering of 4.940% Senior Unsubordinated Unsecured Notes due April 1, 2036, while also declaring a quarterly dividend of US$0.0625 per common share payable on March 10, 2026. The combination of fresh long-term funding, ongoing share repurchases, and a maintained dividend highlights how Loews is actively managing its capital structure across debt, equity, and cash returns. We’ll now examine how the new 4.940% senior notes offering...