U.S. Stock News

NasdaqGS:TWST
NasdaqGS:TWSTBiotechs

Assessing Twist Bioscience (TWST) Valuation After New Invenra Bispecific Antibody Licensing Deal

Twist Bioscience (TWST) is back in focus after announcing a licensing deal with Invenra that brings the B-Body bispecific antibody platform under a co-exclusive arrangement, directly expanding Twist’s antibody discovery service offering. See our latest analysis for Twist Bioscience. The licensing news lands after a strong run, with the latest share price at $46.92, a 30 day share price return of 11.69% and a 90 day share price return of 46.58%. Looking further out, the stock shows a 1 year...
NasdaqGS:FANG
NasdaqGS:FANGOil and Gas

Will Diamondback’s US$3.65 Billion Impairment and Barnett Bet Reshape Diamondback Energy’s (FANG) Narrative

In late February 2026, Diamondback Energy reported a very large US$3.65 billion impairment, a fourth-quarter 2025 net loss, and updated 2026 production guidance alongside a higher base dividend and continued buybacks. The company paired this accounting hit with strong capital returns and an expanded Barnett Shale program, signaling an emphasis on long-term resource depth and shareholder payouts despite near-term earnings pressure. We’ll now examine how the Barnett Shale expansion and...
NasdaqCM:PVLA
NasdaqCM:PVLABiotechs

Is Palvella Therapeutics (PVLA) Still Attractive After A 7x One-Year Surge In Price?

If you are wondering whether Palvella Therapeutics at around US$135 is still offering value after a strong run, this article focuses squarely on what the current price might be implying. The stock has moved sharply recently, with a 57.6% return over the last 7 days, 71.5% over 30 days, and 34.6% year to date, while the 1 year return is very large at close to 7x. These moves sit against a backdrop of heightened interest in Palvella Therapeutics, including investor attention around its listing...
NYSE:HESM
NYSE:HESMOil and Gas

Will New Shelf Registration for Equity Issuance Change Hess Midstream's (HESM) Narrative?

In February 2026, Hess Midstream LP filed an omnibus shelf registration covering Class A common shares and preferred stock, giving it the ability to issue new equity securities over time. This filing expands the company’s financial flexibility, potentially supporting future projects, balance sheet goals, or ownership changes that could matter for longer-term investors. We’ll now look at how this expanded financing flexibility might influence Hess Midstream’s existing investment narrative...
NYSE:TSM
NYSE:TSMSemiconductor

TSMC Supply Chain Risks And Valuation Tensions Draw Investor Focus

Global policymakers and investors are increasingly focused on the risk that Taiwan’s semiconductor exports could be disrupted, putting Taiwan Semiconductor Manufacturing (NYSE:TSM) at the center of the discussion. Concerns relate to how heavily the U.S. tech sector, including AI, cloud, consumer electronics, and defense contractors, depends on TSMC’s advanced chips produced in Taiwan. Recent commentary from governments and industry groups has highlighted efforts to reduce single region...
NYSE:GS
NYSE:GSCapital Markets

Why Goldman Sachs (GS) Is Down 6.8% After Inflation Jitters Collide With Aggressive Bond Issuance

In late February 2026, Goldman Sachs Group faced mounting pressure as rising wholesale inflation, renewed concerns over private credit risks, and sector-wide worries about AI’s impact on banking coincided with extensive new bond issuance across fixed, floating, and step-up structures in US dollars and euros. This combination of macro stress and active balance sheet funding highlights how Goldman Sachs is simultaneously managing inflation-sensitive credit risk and securing diverse,...
NasdaqGS:SEDG
NasdaqGS:SEDGSemiconductor

Is SolarEdge Technologies (SEDG) Pricing Look Attractive After 115% One Year Share Price Surge

If you are wondering whether SolarEdge Technologies' current share price reflects its true worth, this article will walk you through what the numbers are saying about value today. The stock closed at US$35.40 recently, with a 7 day return of a 6.6% decline, a 30 day return of a 1.1% decline, a 12.9% gain year to date and a 114.7% gain over the past year. These figures are set against much weaker 3 year and 5 year returns of an 89.2% decline and an 85.8% decline. Recent share price moves sit...
NasdaqGS:MXL
NasdaqGS:MXLSemiconductor

MaxLinear Showcases Sierra RAN Platform As New Board Member Joins

MaxLinear (NasdaqGS:MXL) plans to showcase its Sierra RAN radio platform with advanced PIM cancellation technology at MWC Barcelona 2026. The company aims to address deployment challenges for Mobile Network Operators by highlighting its RAN radio capabilities at the event. MaxLinear has appointed Kris Sennesael, an experienced semiconductor industry executive, to its Board of Directors and Audit Committee. MaxLinear focuses on radio access network and connectivity solutions, so the MWC...
NasdaqGS:PENN
NasdaqGS:PENNHospitality

PENN Entertainment Resets Board As ESPN Exit Refocuses Digital Strategy

PENN Entertainment (NasdaqGS:PENN) has ended a proxy battle with activist investor HG Vora through a cooperation agreement. As part of the deal, three new independent directors are joining the board and the board is being expanded. The governance changes follow PENN's exit from its ESPN Bet partnership and ongoing corporate restructuring efforts. PENN Entertainment, a major US regional casino and online gaming operator, is reworking its boardroom as it reorients around its core land based...
NasdaqGS:PANW
NasdaqGS:PANWSoftware

Is It Time To Reassess Palo Alto Networks (PANW) After The Recent Share Price Pullback

If you are wondering whether Palo Alto Networks is fairly priced today or if the recent volatility has opened a potential value opportunity, this article walks through the key numbers so you can judge for yourself. The stock last closed at US$148.92, with a 0.1% move over the past week, a 19.0% decline over the last 30 days and returns of negative 17.0% year to date and negative 21.8% over 1 year, compared with a 55.5% gain over 3 years and a 166.9% gain over 5 years. Recent headlines around...
NYSE:CARR
NYSE:CARRBuilding

Did Carrier’s New Resilient Data Center Chiller Just Shift Carrier Global's (CARR) Investment Narrative?

Earlier this week, Carrier Global introduced the AquaEdge® 30CF air-cooled centrifugal chiller, engineered for data centers with cooling continuity from -20°F to 140°F and rapid recovery to full capacity after power interruptions. This launch expands Carrier’s QuantumLeap™ data center thermal management portfolio, highlighting its push into mission-critical infrastructure as AI and cloud workloads strain existing cooling systems. We’ll now assess how Carrier’s new high-resilience data center...
NasdaqGS:SPSC
NasdaqGS:SPSCSoftware

SPS Commerce Earnings Beat Meets Insider Selling And Growth Concerns

SPS Commerce (NasdaqGS:SPSC) reported earnings per share that were ahead of expectations, highlighting resilient profitability. Shortly after the results, the CEO sold company shares, drawing attention to insider activity. Craig Hallum downgraded the stock, citing a revenue miss and a softer outlook for 2026. SPS Commerce focuses on cloud based supply chain and retail data services, giving retailers and suppliers tools to manage orders and product information. That positions the company in...
NYSE:LTH
NYSE:LTHHospitality

Life Time Group (LTH) Boosts Earnings And Adds $500 Million Buyback – What Is Management Signaling?

Life Time Group Holdings, Inc. reported past Q4 2025 and full-year 2025 results showing higher sales, revenue and net income, with Q4 net income at US$123.00 million on revenue of US$745.10 million and full-year net income at US$373.67 million on revenue of US$2.99 billion. Alongside these results, the company launched a US$500.00 million share repurchase program and reiterated 2026 revenue and net income guidance, highlighting management’s focus on returning capital while funding new club...
NYSE:MTD
NYSE:MTDLife Sciences

Is Mettler-Toledo (MTD) Pricing Reflect Its Precision Instruments Strength After Recent Pullback

If you are wondering whether Mettler-Toledo International remains a quality business at the current price or if the market has moved ahead of the fundamentals, this article will walk you through what the valuation signals are really saying. The stock last closed at US$1,366.69, with a 7 day return showing a 0.8% decline, a 30 day return showing a 2.5% decline, and a 1 year return of 7.4%. Taken together, this offers a mixed picture of recent sentiment and longer term performance. Recent news...
NYSE:LVS
NYSE:LVSHospitality

Las Vegas Sands Backs UNLV Girls STEM Camp As Valuation Questions Linger

Las Vegas Sands (NYSE:LVS) is supporting the UNLV STEM for Girls Camp, aimed at encouraging girls to pursue science, technology, engineering and math fields. The initiative focuses on expanding access to STEM education for young women in the company’s home region. This support highlights the company’s focus on social responsibility and workforce diversity alongside its core resort and gaming operations. For investors watching Las Vegas Sands at a current share price of $56.72, this new...
NYSE:WCC
NYSE:WCCTrade Distributors

Assessing Wesco International’s Valuation After US$1.5b Senior Notes Offering And Refinancing Steps

WESCO International (WCC) has drawn fresh attention after completing a US$1.5b private offering of unsecured senior notes, using the proceeds to redeem 7.250% notes due 2028 and repay portions of existing credit facilities. See our latest analysis for WESCO International. Despite the fresh financing news and a higher quarterly dividend, the 1-day share price return of 2.14% and 7-day share price return of 2.52% show near term pressure. In contrast, a 90-day share price return of 8.26% and...
NYSE:DT
NYSE:DTSoftware

Should AWS AI Observability Milestone and Bullish Analysts Require Action From Dynatrace (DT) Investors?

In recent days, Dynatrace highlighted its expanding role in AI-powered observability through CEO commentary on “extraordinary growth” following an AWS milestone, while executives also appeared at a major Morgan Stanley technology conference and new analyst coverage was initiated alongside reaffirmed positive ratings. These developments collectively emphasize how accelerating enterprise interest in AI-driven observability and cloud optimization is reinforcing Dynatrace’s position within the...
NasdaqGS:STRL
NasdaqGS:STRLConstruction

Is It Too Late To Consider Sterling Infrastructure (STRL) After A Huge Five Year Run?

If you are wondering whether Sterling Infrastructure's share price still offers value after a strong run, this article will walk through how that question stacks up against the numbers. The stock recently closed at US$428.13, with returns of 14.6% over the last 30 days, 34.1% year to date, 236.6% over 1 year and a very large gain over 5 years. Recent coverage of Sterling Infrastructure has focused on its role in capital projects and how investor attention has shifted toward companies...
NYSE:AR
NYSE:AROil and Gas

Is Antero Resources (AR) Pricing In Its Strong Multi Year Share Price Performance?

If you are wondering whether Antero Resources at around US$36.81 is giving you enough value for the risk you take, you are not alone. This review is built to help you frame that question clearly. The stock has posted returns of 3.6% over 7 days, 4.3% over 30 days, 7.6% year to date and 0.3% over 1 year, while its 3 year return sits at 34.8% and its 5 year return is described as very large. Recent coverage around Antero Resources has focused on its position within the US energy sector and how...
NasdaqGS:MORN
NasdaqGS:MORNCapital Markets

Morningstar Expands Retirement Reach And Data Platform With New Leadership

Morningstar (NasdaqGS:MORN) has launched Foundation Series Collective Investment Trusts in collaboration with Alta Trust Company and several large asset managers. The new CITs focus on providing retirement plans with broader access to institutional investment solutions with an emphasis on simplicity and diversification. Morningstar has also appointed Scott Brown as President of Direct Platform, with a remit to accelerate product development and data platform work. Morningstar, known for its...
NasdaqGM:PAYO
NasdaqGM:PAYODiversified Financial

Assessing Payoneer Global (PAYO) After A 49% One-Year Share Price Slide

If you are wondering whether Payoneer Global's current share price reflects its true worth, this article walks through what the numbers are actually saying about value. The stock last closed at US$4.32, after returns of a 20.1% decline over the past week, a 31.4% decline over the past month, a 20.6% decline year to date and a 49.5% decline over the past year. Recent share price moves come against a backdrop of ongoing interest in digital cross border payments and financial infrastructure for...
NasdaqGS:FIVE
NasdaqGS:FIVESpecialty Retail

Assessing Five Below (FIVE) Valuation After Analyst Upgrades And Rapid Store Expansion

Recent analyst upgrades and steady upward revisions to earnings estimates have put Five Below (FIVE) in focus, as investors weigh how stronger sentiment and ongoing store openings might influence the stock’s risk and return profile. See our latest analysis for Five Below. The share price has been moving sharply, with a 20.55% 1 month share price return and a 35.56% 3 month share price return. The 1 year total shareholder return of about 157% points to strong momentum around store openings and...
NYSE:GRMN
NYSE:GRMNConsumer Durables

How Garmin’s Record 2025 Results and Richer Capital Returns Will Impact Garmin (GRMN) Investors

In February 2026, Garmin reported fourth-quarter 2025 sales of US$2,124.96 million and net income of US$528.68 million, alongside full-year 2025 sales of US$7.25 billion and net income of US$1.66 billion, while proposing a higher US$4.20 per-share dividend and completing a US$244.60 million buyback under its prior repurchase plan. Management also issued 2026 guidance calling for US$7.90 billion in revenue and operating income above US$2.00 billion, launched new high-end motorsports and...
NYSE:PACS
NYSE:PACSHealthcare

PACS Group (PACS) Margin Jump To 3.6% Tests Rich 29.9x P/E Narrative

PACS Group (PACS) just wrapped up FY 2025 with Q4 revenue of US$1.4b and basic EPS of US$0.38, supported by trailing twelve month revenue of US$5.3b and EPS of US$1.23 that has been tied to very large year on year earnings growth of 243.5%. Over recent periods, the company has seen quarterly revenue move from US$1.21b in Q4 2024 to US$1.36b in Q4 2025, while quarterly EPS went from US$0.24 to US$0.38. This sets up a results season where strong reported earnings growth, margin improvement to...