U.S. Stock News

NasdaqGS:PFG
NasdaqGS:PFGInsurance

Is Principal Financial Group (PFG) Pricing Look Attractive After Strong Five-Year Share Performance

If you are wondering whether Principal Financial Group's recent share price reflects fair value or leaves some room on the table, this breakdown is designed to help you size that up quickly. The stock closed at US$96.40 recently, with returns of 2.5% over 7 days, 6.5% over 30 days, 7.8% year to date, 24.3% over 1 year, 17.9% over 3 years and 113.0% over 5 years, which may shape how investors think about both opportunity and risk today. Recent headlines around Principal Financial Group have...
NYSE:CTVA
NYSE:CTVAChemicals

Corteva (CTVA) Margin Improvement Reinforces Bullish Earnings Narrative Despite Slower Revenue Growth

Corteva (CTVA) has wrapped up FY 2025 with Q4 revenue of US$3.9b and a basic EPS loss of US$0.80, while the trailing twelve month line shows revenue of US$17.4b and basic EPS of US$1.75, alongside earnings growth of 40.2% over the last year. Over recent periods, revenue has sat in a US$2.6b to US$6.5b quarterly range with EPS swinging between quarterly profits and losses, while on a trailing basis earnings are forecast to grow about 20.7% per year. With a trailing net margin of 6.9% versus 5%...
NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

Is Fiserv’s (FISV) Affirm Tie-Up Quietly Redefining Its Core Payments Moat?

In late January 2026, Fiserv announced an exclusive collaboration with Affirm to embed pay-over-time options into debit card programs for thousands of U.S. banks and credit unions, alongside progress on using its Georgia special purpose banking charter to process payments directly. Together, these moves highlight how Fiserv is deepening its role in flexible consumer payments while gaining more direct control over core transaction infrastructure. We’ll now look at how integrating Affirm’s...
NasdaqGS:CART
NasdaqGS:CARTConsumer Retailing

Is Instacart’s Expanded Costco Partnership in Europe Altering The Investment Case For Maplebear (CART)?

In late January 2026, Instacart announced an expanded partnership with Costco to power same-day delivery websites in France and Spain, while also deepening its technology collaboration with Allegiance Retail Services across more than 125 supermarkets in the US Northeast. Together, these moves highlight Instacart’s push to pair international market entry with broader adoption of its Storefront Pro, Caper Carts, and retail media tools across multiple retail formats. We’ll now examine how...
NasdaqGS:DSGR
NasdaqGS:DSGRTrade Distributors

Is It Time To Reassess Distribution Solutions Group (DSGR) After Mixed Share Price Performance?

If you are wondering whether Distribution Solutions Group at around US$29.67 offers good value today, you are not alone. This article is here to break that question down in plain terms. The share price has moved 5.9% over the last week and 1.6% over the last month, while the year to date return sits at 5.8% and the 1 year return at a 6.3% decline, with a 30.2% gain over 3 years providing longer term context. Recent company updates and corporate developments have kept Distribution Solutions...
NasdaqGS:GFS
NasdaqGS:GFSSemiconductor

GlobalFoundries (GFS) Deepens Custom Silicon Push With ARC IP Deal and Israeli Partnership – What Changes?

GlobalFoundries recently executed a definitive agreement to acquire Synopsys’ ARC Processor IP Solutions business and announced a new partnership with Telsys, giving Israeli customers localized access to its semiconductor manufacturing services. Together, the ARC IP acquisition and Telsys tie-up expand GlobalFoundries’ reach while deepening its capabilities in custom silicon and physical AI solutions. Next, we’ll examine how adding ARC Processor IP to support custom silicon reshapes...
NYSE:NOMD
NYSE:NOMDFood

A Look At Nomad Foods (NOMD) Valuation After The New Cash Dividend Announcement

Nomad Foods (NOMD) has put income back in focus after its Board declared a cash dividend of $0.17 per share, payable on February 26, 2026, to shareholders of record on February 11. See our latest analysis for Nomad Foods. The dividend announcement comes as Nomad Foods’ share price has been firmer in the short term, with a 1-day share price return of 2.38% and a 30-day share price return of 7.41%. However, the 1-year total shareholder return of a 23.24% decline highlights that recent momentum...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

Is It Too Late To Consider Applied Materials (AMAT) After The Recent Share Price Surge?

If you are wondering whether Applied Materials is still good value after its strong run, this article walks through what the current share price might be implying. The stock closed at US$297.60, with a 7 day return of an 11.6% decline, a 30 day return of 4.7%, a year to date return of 10.7% and a 1 year return of 66.4%. This raises fair questions about how much upside or downside is already priced in. Recent coverage has focused on Applied Materials' role in the broader semiconductor supply...
NYSE:PPL
NYSE:PPLElectric Utilities

Assessing PPL (NYSE:PPL) Valuation As Mixed Timeframe Returns Meet Contrasting Fair Value Estimates

Why PPL (PPL) Is On Investors’ Radar Today PPL (PPL) has been drawing attention after a period where the stock’s returns have moved in different directions across timeframes, including a small gain over the past month but a decline over the past 3 months. For investors, that mixed performance sits alongside recent figures such as US$8.98b in revenue and US$1.09b in net income, which help frame the company’s current scale in the regulated utilities space. See our latest analysis for PPL. At a...
NYSE:WEC
NYSE:WECIntegrated Utilities

What WEC Energy Group (WEC)'s Dividend Hike and Leadership Shift Mean for Shareholders

In January 2026, WEC Energy Group’s board approved a quarterly dividend increase of 6.7% to US$0.9525 per share, raising the annual payout to US$3.81 and payable on March 1, 2026, while also announcing Gale Klappa’s planned retirement from the board after the May 2026 annual meeting and his appointment as Chairman Emeritus. This is the first time in the company’s more than 125-year history that the honorary Chairman Emeritus title has been granted, underscoring Klappa’s long-standing...
NasdaqGS:INNV
NasdaqGS:INNVHealthcare

InnovAge Holding (INNV) Profitability Return Challenges Bear Narratives On Sustainability

InnovAge Holding (INNV) has reported Q2 2026 results with revenue of US$239.7 million and basic EPS of US$0.08, alongside net income of US$10.6 million. Its trailing 12 month figures show revenue of US$915.4 million and basic EPS of US$0.05 on net income of US$6.5 million. The company’s quarterly revenue moved from US$209.0 million in Q2 2025 to US$239.7 million in Q2 2026, with basic EPS shifting from a loss of US$0.10 per share to a profit of US$0.08. This places improving margins and the...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

Is It Too Late To Consider SoFi Technologies (SOFI) After Recent Share Price Weakness

If you have been wondering whether SoFi Technologies' current share price lines up with its underlying value, you are not alone. This article is designed to help you make sense of that question. The stock closed at US$20.75 recently, with a 7 day return of 15.7% decline, a 30 day return of 29.1% decline and a year to date return of 24.4% decline, while the 1 year return stands at 34.0% and the 3 year return is described as very large. Recent coverage around SoFi has focused on its position...
NYSE:ALV
NYSE:ALVAuto Components

Assessing Autoliv (ALV) Valuation After Recent Share Price Momentum

Autoliv (ALV) is back on investor radars after recent share moves, with the stock closing at $126.61. You are seeing a business centered on passive automotive safety systems and broader mobility safety solutions. See our latest analysis for Autoliv. That 3.5% 1 day share price return comes on top of a 5.6% 90 day share price return. The 1 year total shareholder return of 38.0% and 3 year total shareholder return of 50.9% point to momentum that has been building rather than fading. If Autoliv...
NYSE:DVA
NYSE:DVAHealthcare

DaVita (DVA) Margin Compression To 5.3% Challenges Bullish Valuation Narratives

DaVita (DVA) has just wrapped up FY 2025 with Q4 revenue of US$3.6b and basic EPS of US$3.00, supported by Q4 net income from continuing operations of about US$209 million and an additional US$25 million from discontinued operations. Over the past six quarters, the company has seen quarterly revenue move from US$3.3b in Q4 2024 to US$3.6b in Q4 2025, while basic EPS across that period ranged between roughly US$2.05 and US$3.18. This sets up a set of results where the key question for...
NYSE:CB
NYSE:CBInsurance

Chubb’s Record Results Raise Questions On Valuation And Margin Durability

Chubb reported record quarterly and full year operating results, including record net income and core operating income. The company highlighted strong underwriting and life premium growth alongside improved operational efficiency and a record low combined ratio. Property and casualty and life segments both contributed to higher premiums and robust profitability. For investors watching NYSE:CB, these results come with a share price of $329.45 and a value score of 4. The stock has returned...
NasdaqGS:HSAI
NasdaqGS:HSAIAuto Components

Assessing Hesai Group (NasdaqGS:HSAI) Valuation After New Grab Lidar Distribution Agreement

Hesai Group (NasdaqGS:HSAI) is back in focus after Hesai Technology agreed to make Grab the exclusive distributor of its lidar products across Southeast Asia, putting fresh attention on the stock. See our latest analysis for Hesai Group. The Grab agreement arrives after a mixed short term stretch for Hesai Group, with a 7 day share price return of 4.02% and a 30 day share price return of 0.66%, but a 90 day share price return of 8.96% and a 1 year total shareholder return of 73.43%,...
NYSE:GXO
NYSE:GXOLogistics

How Investors Are Reacting To GXO Logistics (GXO) Running London Luton Airport’s First Consolidation Centre

GXO Logistics and London Luton Airport recently agreed a partnership under which GXO will run the airport’s first consolidation centre, screening and managing all airside deliveries for its terminals as part of an £11.5 million refurbishment that includes repurposed hangars and new engineering facilities. This move extends GXO’s long-running UK airport logistics footprint while embedding its bespoke STREAM system to give retailers real-time visibility, tighter controls for sensitive goods...
NasdaqGS:AZTA
NasdaqGS:AZTALife Sciences

Azenta (AZTA) Returns To Quarterly EPS Loss Challenging Recent Profitability Narrative

Azenta (AZTA) opened its Q1 2026 update with revenue of $148.6 million and a basic EPS loss of $0.11, setting a measured tone for the quarter. The company has seen quarterly revenue move within a relatively tight band, from $151.1 million in Q4 2024 to $147.5 million in Q1 2025, $143.4 million in Q2 2025, $143.9 million in Q3 2025, $159.0 million in Q4 2025 and now $148.6 million in Q1 2026. EPS swung from a small loss of $0.02 in Q4 2024 to a profit of $1.12 in Q4 2025 before returning to a...
NasdaqGS:CDW
NasdaqGS:CDWElectronic

CDW (CDW) Net Margin Compression Tests Bullish Narratives After Q3 FY 2025 Results

CDW (CDW) has put fresh numbers on the table for FY 2025, with third quarter revenue of US$5.7b, basic EPS of US$2.22 and net income of US$291m, giving investors a clearer read on how the year is shaping up. The company has seen revenue move from US$5.2b in Q4 2024 to US$5.2b in Q1 2025, US$6.0b in Q2 2025 and US$5.7b in Q3 2025. Over the same period, quarterly EPS went from US$1.98 to US$1.70, US$2.06 and US$2.22, setting the scene for investors to focus on how these results tie back to...
NYSE:THG
NYSE:THGInsurance

Hanover Insurance Group (THG) Combined Ratio Improvement Challenges Bearish Profitability Narratives

Hanover Insurance Group (THG) has released its FY 2025 numbers with fourth quarter revenue of US$1,671.8 million and basic EPS of US$5.52, capped off by trailing twelve month revenue of US$6.6 billion and EPS of US$18.51. Over recent reporting periods the company has seen revenue move from US$1,584.3 million and EPS of US$4.65 in Q4 2024 to US$1,671.8 million and EPS of US$5.52 in Q4 2025. Trailing net income reached US$660.7 million and margins sat at 10% over the last year, giving investors...
NYSE:PNR
NYSE:PNRMachinery

Pentair (PNR) Margins Hold At 15.6% Challenging Slower Earnings Growth Concerns

Pentair (PNR) has wrapped up FY 2025 with fourth quarter revenue of US$1,020.5 million and basic EPS of US$0.99, alongside net income from continuing operations of US$161.8 million and US$4.3 million from discontinued operations. Over the last two reported fourth quarters, revenue has moved from US$972.9 million to US$1,020.5 million, while quarterly basic EPS has shifted from US$1.01 to US$0.99. This sets the backdrop for trailing 12 month earnings growth of 3.8% and a slightly higher net...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Why Rivian (RIVN) Is Down 5.5% After $250 Million Class Action Settlement And EV Strategy Update

Kessler Topaz Meltzer & Check, LLP announced a proposed US$250,000,000 cash settlement to resolve securities class action claims against Rivian Automotive and various underwriters, covering purchasers of Class A common stock between November 10, 2021 and March 10, 2022, with a court hearing scheduled for May 15, 2026. Alongside this legal resolution effort, Rivian is pursuing a broader shift toward mass-market EVs and software partnerships, including its planned R2 SUV launch and a...
NYSE:MDT
NYSE:MDTMedical Equipment

Is It Too Late To Consider Medtronic (MDT) After Recent Share Price Gains?

If you are wondering whether Medtronic at around US$101.84 is still a solid deal or starting to look fully priced, this article is here to help you weigh up what you are actually paying for. Over the last year the stock has a 14.6% return, with gains of 1.0% over 7 days, 4.6% over 30 days and 6.0% year to date. These figures raise fair questions about how much future potential or risk is already reflected in the price. Recent news around Medtronic has centered on its position as a large,...
NYSE:FIX
NYSE:FIXConstruction

Comfort Systems USA Rides AI Data Center Wave With Undervalued Shares

Comfort Systems USA (NYSE:FIX) is benefiting from rising demand for data center and AI related infrastructure. Recent acquisitions are expected to significantly strengthen the company’s position and revenue base in these markets. Management is highlighting strong backlog growth tied to AI and data center projects. Comfort Systems USA, trading at $1,119.81, is increasingly tied to the build out of data centers that support AI workloads. The stock has moved sharply over time, with a 152.4%...