U.S. Stock News

NYSE:UAMY
NYSE:UAMYMetals and Mining

A Look At United States Antimony (UAMY) Valuation As New Smelter Commissioning Draws Attention

Smelter expansion and auditor change put United States Antimony (UAMY) in focus United States Antimony (UAMY) is drawing fresh attention after commissioning its new Thompson Falls antimony smelter, with the first of nine gas fired furnaces online and renovation of the older facility deferred to 2027. See our latest analysis for United States Antimony. That smelter commissioning and the routine auditor change are landing against a sharp pullback, with the share price down 31.7% over 30 days...
NYSE:CRI
NYSE:CRILuxury

The Bull Case For Carter's (CRI) Could Change Following Strong Q1 Beat And Resilient 2026 Outlook

Carter's recently reported past first-quarter 2026 results that exceeded earnings and revenue estimates, supported by a 10.5% increase in U.S. Retail comparable net sales and marking a fourth consecutive quarter of growth. The company’s outlook for low to mid-single-digit full-year sales and adjusted operating income growth, despite higher tariffs and inflation, highlights how its retail momentum is helping absorb cost pressures. We’ll now examine how Carter’s stronger-than-expected retail...
NYSE:EROC
NYSE:EROCElectrical

A Look At ERock (EROC) Valuation As Modular Power Systems Draw Fresh Attention

Event context for ERock (EROC) ERock (EROC) is on investor radars after fresh attention on its modular power systems business for data centers, utilities, and commercial clients. The stock last closed at US$21.50 and has a market cap around US$4.71b. See our latest analysis for ERock. With year to date share price returns at 0.00%, the recent focus on ERock’s modular power systems is putting more weight on future execution and risk expectations than on past trading momentum. If this kind of...
NasdaqGS:JKHY
NasdaqGS:JKHYDiversified Financial

A Look At Jack Henry (JKHY) Valuation After Aeropay Expands Use Of Its Real Time Payments Technology

Aeropay’s decision to use Jack Henry & Associates (JKHY) embedded payments technology puts the company’s Payments Orchestrator at the center of real time, pay by bank transaction routing and resilience. See our latest analysis for Jack Henry & Associates. Despite Aeropay’s integration highlighting Jack Henry’s role in real time payments, recent share price performance has been weak. The stock is down about 12.7% over 30 days and around 23.8% over 90 days, while the 1 year total shareholder...
NYSE:POR
NYSE:PORElectric Utilities

Should Escalating Groundwater Contamination Litigation Risk Require Action From Portland General Electric (POR) Investors?

A federal judge has denied motions to dismiss a class-action lawsuit alleging that Portland General Electric and other operators helped contaminate groundwater in Oregon’s Lower Umatilla Basin, allowing claims under federal and state law to proceed toward a jury trial scheduled for May 2027. The case not only raises potential liability over alleged nitrate-related health impacts for tens of thousands of residents, but also spotlights how Portland General Electric’s industrial wastewater...
NYSE:NI
NYSE:NIIntegrated Utilities

Assessing NiSource (NI) Valuation After Raised Long Term Earnings Growth Outlook

Quarterly earnings and long-term outlook draw attention NiSource (NI) recently reported first quarter 2025 operating EPS of $1.06, in line with consensus, with revenue of $2.37b, and raised its long term non GAAP earnings growth outlook through 2033. See our latest analysis for NiSource. At a share price of US$46.33, NiSource has posted a 9.9% year to date share price gain, alongside a 20.2% total shareholder return over the past year. This suggests momentum has been building as investors...
NasdaqGS:WAY
NasdaqGS:WAYHealthcare Services

A Look At Waystar Holding (WAY) Valuation After Its New Mid‑Revenue Cycle AI Report

Waystar Holding (WAY) has drawn fresh attention after publishing The State of the Mid-Revenue Cycle report, which spotlights healthcare finance leaders’ push for a single AI-powered platform that links mid-cycle workflows with final claims processing. See our latest analysis for Waystar Holding. Despite the spotlight from its new mid-revenue cycle report, Waystar Holding’s short term momentum has been weak. The share price is down 10.34% over 30 days and 38.89% year to date, while the 1 year...
NasdaqGS:FSLY
NasdaqGS:FSLYIT

Is It Time To Reassess Fastly (FSLY) After Its Recent Share Price Pullback?

Wondering whether Fastly at around US$18.63 is still offering value or if most of the opportunity is already priced in? This breakdown will help you frame the stock through a valuation lens. The share price has pulled back, with Fastly down 10.3% over the last week and 9.2% over the last month, even after a strong 82.8% year to date return and 130.6% return over the past year. These moves come as Fastly remains in focus for investors watching the broader software sector and reassessing risk...
NasdaqGS:VRSN
NasdaqGS:VRSNIT

VeriSign (VRSN) Valuation Check After Recent Share Price Momentum And Overvaluation Concerns

VeriSign overview and recent share performance VeriSign (VRSN) has drawn investor attention recently, with the stock roughly flat over the past month, up about 20% in the past 3 months and 18% year to date. Over the past year, the total return stands at about 3%, while the 3 year and 5 year total returns are approximately 29% and 31%. These figures offer useful context before you look at earnings and valuation. See our latest analysis for VeriSign. While the share price is around $283.89...
NasdaqGS:LASR
NasdaqGS:LASRElectronic

Shareholder Pay Rebellion Puts nLIGHT Governance And Defense Pivot In Focus

Shareholders at nLIGHT's 2026 Annual Meeting voted against the board's proposed executive compensation plan. The failed "Say on Pay" vote signals clear pushback on how leadership at NasdaqGS:LASR is being rewarded. This outcome raises fresh questions around governance priorities and executive alignment with shareholder interests. nLIGHT, listed as NasdaqGS:LASR, develops high power semiconductor and fiber laser solutions for industrial, defense, and other applications. For investors...
NasdaqGS:UPST
NasdaqGS:UPSTConsumer Finance

Assessing Upstart Holdings (UPST) Valuation After Loan Growth Update And New Credit Union Partnership

Why Upstart’s latest loan data and partnerships matter now Upstart Holdings (UPST) just caught fresh attention after an analyst highlighted strong monthly loan origination figures and raised earnings expectations, even as the company continues to face an ongoing securities class action tied to its Model 22 underwriting system. At the same time, a new partnership with Community Choice Credit Union points to continued interest from lending partners in Upstart’s AI driven platform. Together,...
NYSE:CHWY
NYSE:CHWYSpecialty Retail

Chewy’s Strong Q1 and Bigger AI Bet Might Change The Case For Investing In Chewy (CHWY)

Chewy, Inc. has reported past first-quarter 2026 results, with sales of US$3,357.2 million and net income of US$94.8 million, alongside higher basic and diluted earnings per share of US$0.23 versus US$0.15 a year earlier. These results arrive as Chewy increases spending on artificial intelligence and veterinary services, signaling a push to broaden its pet health ecosystem and deepen customer engagement beyond core e-commerce. We’ll now examine how Chewy’s stronger Q1 earnings and stepped-up...
NYSE:FDX
NYSE:FDXLogistics

FedEx China Southern Deal And Board Shift Put Valuation In Focus

FedEx (NYSE:FDX) announced a new partnership with China Southern Airlines to expand and upgrade its Asia Pacific air logistics hub. The collaboration focuses on FedEx air cargo operations in the region and includes investment in its existing Asia Pacific hub infrastructure. Alongside the partnership update, FedEx reported board changes, including a resignation and the appointment of a new director as Audit and Finance Committee Chair. FedEx is drawing fresh attention with this Asia...
NYSE:BA
NYSE:BAAerospace & Defense

Boeing Awaits Air India Flight 171 Report As Safety Risks Loom

Boeing (NYSE:BA) is approaching the anniversary of the fatal Air India Flight 171 crash. The full official accident investigation report is expected to be released soon. The findings are likely to be closely watched by regulators, airlines and investors focused on aviation safety. The timing of this report coincides with Boeing trading at a share price of $214.51 while it remains a core stock in the global aviation supply chain. Recent returns have been weak, with the share price down 9.6%...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Microsoft NHS Copilot Deal Highlights Push Into Sector Focused Enterprise AI

Microsoft (NasdaqGS:MSFT) has agreed to roll out Microsoft 365 Copilot and Copilot Studio to 505,000 NHS England clinicians and support staff, described as the largest generative AI deployment in healthcare globally. The company is expanding sector specific Copilot and AI model collaborations across healthcare, life sciences, clinical radiology, retail operations, and AI knowledge engines. Recent partnerships include Mayo Clinic, First Foundation Labs, Causaly, Cortechs.ai, Hanshow xPilot,...
NYSE:FIG
NYSE:FIGSoftware

Figma’s AI Revenue Beat Sparks Questions On Share Price Disconnect

Figma (NYSE:FIG) significantly surpassed its Q1 revenue expectations, with results supported by faster adoption of its new AI powered tools. The company raised its full year guidance following strong early traction from products such as Figma Make, MCP, and Figma Weave. The stock last closed at $20.49, giving investors fresh information to weigh against recent share price performance. For investors watching NYSE:FIG, the latest update marks a clear shift in the story around the company. The...
NYSE:GWRE
NYSE:GWRESoftware

Assessing Guidewire Software (GWRE) Valuation After A Sharp Pullback In Share Performance

Guidewire Software stock performance snapshot and recent context Guidewire Software (GWRE) has drawn investor attention after a stretch of weaker share performance, with the stock down 21% over the past 3 months and 34% year to date. That pullback comes alongside reported annual revenue of US$1.42b and net income of US$159.84m, as well as double digit annual growth rates for both metrics, prompting closer scrutiny of whether the recent weakness aligns with the company’s underlying...
NYSE:TFC
NYSE:TFCBanks

Is Truist Financial (TFC) Still Attractive After Its Strong 1 Year Share Price Run?

If you are wondering whether Truist Financial's share price still offers value at current levels, the next step is to look closely at what that price actually implies. The stock recently closed at US$49.43, with returns of 2.7% over the past week, 0.7% over the past month, a small decline of 0.6% year to date, and gains of 26.9% over 1 year, 78.0% over 3 years, and 9.7% over 5 years. Recent coverage has focused on Truist Financial as a large U.S. bank stock that remains in focus for...
NYSE:DK
NYSE:DKOil and Gas

Assessing Delek US Holdings (DK) Valuation After Strong Recent Returns And A Modest Pullback

Why Delek US Holdings (DK) is on investors’ radar today Delek US Holdings (DK) is catching attention after a recent share move, with the stock closing at $46.55 and showing double digit total returns over the past year and past 3 months. See our latest analysis for Delek US Holdings. While the share price slipped about 4% in the last session, Delek US Holdings still shows strong momentum, with a year to date share price return of 56.31% and a 1 year total shareholder return of 144.80% that...
NasdaqGM:KEEL
NasdaqGM:KEELSoftware

A Look At Keel Infrastructure (KEEL) Valuation After Recent Share Price Swings

Keel Infrastructure stock reacts to recent trading swings Keel Infrastructure (KEEL) has drawn fresh attention after a sharp move that left the stock down about 4% on the day, while it remains significantly higher over the past month and the past three months. See our latest analysis for Keel Infrastructure. Despite the latest pullback to a US$5.42 share price and a 1 day share price return of down 4.24%, Keel Infrastructure still carries very strong momentum, with a 90 day share price return...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet’s AI Cloud Pact And Waymo Deal Reframe Growth And Valuation

Alphabet (NasdaqGS:GOOGL) signs a multi year AI cloud deal with SpaceX, valued at about US$920 million per month. Waymo acquires Apple’s 5,500 acre autonomous vehicle testing facility in Arizona. Both transactions expand Alphabet’s role in AI compute infrastructure and autonomous driving. Alphabet (NasdaqGS:GOOGL) is already a core player in cloud computing and AI services, and the new SpaceX contract adds a large, recurring stream of AI focused workloads to its cloud business. At the same...
NasdaqGS:ZVRA
NasdaqGS:ZVRAPharmaceuticals

A Look At Zevra Therapeutics (ZVRA) Valuation As MIPLYFFA Patent Extension Targets 2041 Exclusivity

Zevra Therapeutics (ZVRA) is back in focus after requesting that a new patent for its approved Niemann Pick type C treatment MIPLYFFA be added to the FDA’s Orange Book, with the goal of extending exclusivity through 2041. See our latest analysis for Zevra Therapeutics. The Orange Book patent move has arrived alongside strong momentum, with Zevra’s share price delivering a 63.79% year to date return and a 31.22% 90 day share price return. The 3 year total shareholder return of 134.71%...
NYSE:AGX
NYSE:AGXConstruction

NVIDIA And Two Quiet Compounders With Solid Balance Sheet Strength

With inflation readings, bond yields and energy costs all in focus, many investors are looking for companies that already have the financial strength to handle a wide range of conditions. That is where stocks with high return on equity, solid past performance and strong balance sheets can be useful. This screener focuses exactly on those traits, highlighting businesses that combine quality funding, efficient use of capital and cleaner balance sheets. In this article, you will see 3 stocks...
NYSE:SMR
NYSE:SMRElectrical

A Look At NuScale Power (SMR) Valuation After Steep Share Price Weakness

Recent performance context for NuScale Power (SMR) NuScale Power (SMR) has drawn fresh attention after a period of weak share performance, with the stock down 7.1% in the past day and 71.1% over the past year. See our latest analysis for NuScale Power. With the share price down 28.3% over the past week and 38.7% year to date, and a 1-year total shareholder return decline of 71.1% compared with a positive 3-year total shareholder return of 18.5%, recent momentum has clearly been fading...