U.S. Stock News

NYSE:UBER
NYSE:UBERTransportation

Uber Technologies (UBER) Wins Spain’s First National Level 4 Permit

Uber Technologies (NYSE:UBER), WeRide and AVOMO received Spain's first national permit for Level 4 autonomous vehicles in 2026. The approval covers planned commercial autonomous ride-hailing services in Spain, with operations targeting a launch by year-end 2026. The permit is Uber's first national Level 4 authorization in the European Union and is intended as a platform for wider regional rollout. Uber's new Spanish Level 4 autonomous vehicle permit could reshape its European ride-hailing...
NYSE:VRT
NYSE:VRTElectrical

Vertiv Holdings Co (VRT) Reaffirms Dividend, Is The Stock Still Cheap?

Vertiv Holdings Co (VRT) has reaffirmed its capital return plans and declared a quarterly cash dividend of $0.0625 per Class A share, payable on September 24, 2026, to shareholders of record on September 14. Vertiv’s latest dividend decision comes after a sharp pullback in the shares, with the 30-day share price return down about 12% and the 90-day move down roughly 18%. Even so, the year-to-date share price return remains up 41.3%, and the 1-year total shareholder return sits at 83.04%. This...
NasdaqCM:SEZL
NasdaqCM:SEZLDiversified Financial

Sezzle (SEZL) Could Be 28% Undervalued Following New Merchant Wins

Sezzle (NasdaqCM:SEZL) is back in focus after announcing new merchant partnerships with Gymshark, Debenhams Group brands, and Follett Higher Education Group, widening where shoppers can use its installment payment tools. Despite the new merchant deals, Sezzle’s share price has cooled in recent weeks, with a 30-day share price return down 7.69% and a 90-day share price return down 10.77%, even after an 81.75% year-to-date share price gain and a very large 3-year total shareholder return that...
NYSE:DOW
NYSE:DOWChemicals

Did Aramco Venture Review Just Shift Dow (DOW) Investment Narrative?

Dow Inc. is reviewing options for its stake in a roughly US$20b chemicals venture with Saudi Aramco, as part of a broader portfolio refresh during a prolonged chemicals downturn. The company’s Q2 2026 update highlighted stronger sales, higher EBITDA and improved earnings per share, which sit alongside cost and asset actions as management reshapes Dow’s operating mix. The next question is how Dow’s portfolio review and recent Q2 performance could reshape the existing investment narrative for...
NasdaqGM:CRVS
NasdaqGM:CRVSBiotechs

Is Corvus Pharmaceuticals (CRVS) Undervalued On Its Soquelitinib Narrative?

Corvus Pharmaceuticals (CRVS) is set to present at the 12th Annual Cantor Fitzgerald Global Healthcare Conference in New York on September 10, 2026. The appearance is drawing fresh attention to the biotech’s clinical pipeline and valuation. Recent trading has been choppy, with the share price down 11.7% over the past week and 12.2% over 30 days. However, Corvus Pharmaceuticals still shows a strong year to date share price return of 76.8% and a very large 3 year total shareholder return around...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

This Week In Cloud AI - Talkdesk and Microsoft Partner to Enhance AI in Contact Centers

In a significant development within the Cloud AI sector, Talkdesk has expanded its strategic partnership with Microsoft, enabling enterprises to streamline AI automation in contact centers. This collaboration allows organizations to purchase Talkdesk's Customer Experience Automation (CXA) through the Microsoft Azure Marketplace, leveraging pre-existing Azure spend commitments. The integration simplifies procurement and expedites deployment, facilitating automation across systems already in...
NYSE:FERG
NYSE:FERGTrade Distributors

Ferguson (FERG) Stock Could Be Below Fair Value After a 66% Run

Ferguson Enterprises stock has delivered a strong 65.8% gain over the past 5 years, yet current checks, including a Discounted Cash Flow (DCF) intrinsic value estimate and market multiples, both point to the shares trading below what the underlying cash flows may justify. Recent short term weakness adds another layer, with the price drifting lower in recent weeks while the broader valuation work still leans toward the stock being undervalued. Ferguson Enterprises has returned 65.8% over 5...
NYSE:PWR
NYSE:PWRConstruction

Earnings Beat Could Be A Big Deal For Quanta Services Stock (PWR)

Quanta Services reported a strong second quarter, with revenue and earnings comfortably above analyst expectations, a record backlog of about $53b, and management raising full-year 2026 guidance for both sales and adjusted EPS. Management linked the higher outlook to solid demand across electric grid, power generation and technology load-center projects, as well as contributions from recent acquisitions. Together, these factors point to heavy execution demands on Quanta Services' large,...
NasdaqCM:RGTI
NasdaqCM:RGTISemiconductor

Rigetti (RGTI) Stock Looks Stretched Despite Fresh CHIPS Act Funding

Rigetti Computing has delivered a very large 3 year return, yet the stock now screens as expensive on broad valuation checks after a sharp pullback this year. With fresh government backing through CHIPS Act funding and a low value score, investors are weighing how much optimism is already in the share price. Over the past 3 years, Rigetti Computing shares have gained roughly 7x, which puts fresh pressure on whether the current valuation leaves much room for disappointment. The recently...
NasdaqGS:EXLS
NasdaqGS:EXLSProfessional Services

ExlService Holdings (EXLS) Marks 20 Years Public With A New Corporate Brand

ExlService Holdings (NasdaqGS:EXLS) has introduced a new corporate brand, "Go Beyond.", to mark 20 years as a public company. The refreshed identity highlights EXL's focus on data and AI driven solutions across its global operations. The brand update follows EXL's acquisition of AI services provider iMerit, intended to deepen its capabilities in data labeling and model support. The "Go Beyond." rebrand, coming soon after the iMerit deal, frames EXL's push into data and AI in the context of...
NasdaqGS:BIDU
NasdaqGS:BIDUInteractive Media and Services

Baidu (BIDU) Stock Looks Stretched On Cash Flow But Reasonable On Sales

Baidu stock sits between a weak five year share price record and mixed valuation signals, with a Discounted Cash Flow (DCF) estimate pointing to a premium to intrinsic value while earnings based multiples lean the other way. After years of falling returns, investors are now weighing whether the current price already reflects too much optimism or still underplays the business. Baidu’s share price has fallen about 43.2% over the past five years, which suggests the market has steadily marked...
NYSE:HSY
NYSE:HSYFood

Hershey (HSY) Tests Its Valuation After Supply Chain Gains And New Product Push

Hershey’s supply chain work and new products set the stage Hershey (HSY) has been busy. The business is working through supply constraints in North America Salty Snacks, rolling out new Creme Bars, and backing fresh Cadbury campaigns, all while analysts reassess the outlook. Recent moves in Hershey’s share price tell a mixed story. The stock closed at US$174.34 after a 1-day share price return of 1.25%. However, the 30-day share price return is down 4.20% and the year-to-date share price...
NYSE:HLI
NYSE:HLICapital Markets

How Investors May Respond To Houlihan Lokey (HLI) Sponsor Hiring Push

Houlihan Lokey reported that long-serving director Gillian B. Zucker will not seek reelection at the 2026 annual meeting, while hiring senior Financial Sponsors Group managing directors in São Paulo and Paris to deepen private markets and sponsor coverage across Latin America and France. The twin moves point to Houlihan Lokey reshaping its governance and reinforcing sponsor coverage in key international hubs, which could influence how reliably it converts complex private capital...
NYSE:UNH
NYSE:UNHHealthcare

UnitedHealth Group (UNH) Stock Still Seems Cheap After A 15% Gain

UnitedHealth Group has delivered a 15.4% gain year to date, yet the broader valuation checks still flag the stock as looking cheap rather than fully priced. Year to date, UnitedHealth Group is up 15.4%. This puts recent weakness into context and suggests investors have already priced in some recovery hopes. The sale of an interest in certain Florida WellMed clinics to TPG may support capital efficiency and margin repair, while execution risks around the wider Optum turnaround and cost...
NasdaqGS:TRMB
NasdaqGS:TRMBSoftware

Has Trimble (TRMB) Fallen Below Fair Value After A 38% Slide?

Trimble stock has had a tough run over the past five years, yet the valuation checks now lean toward the shares being cheap rather than simply out of favor. Over the past 5 years, Trimble shareholders have seen the price fall 38.2%, which leaves the stock trading well below where many long-term buyers entered. Future value can hinge on how effectively Trimble converts its software and hardware mix into consistent cash generation. At the same time, any sustained hit to customer spending on...
NYSE:SMG
NYSE:SMGChemicals

Scotts Miracle Gro (SMG) Could Be 26% Undervalued After Leadership Change

Scotts Miracle-Gro (SMG) moved into focus after the company disclosed that Executive Vice President and Chief Strategy Officer Christopher J. Hagedorn will leave his role on September 30, 2026, following an agreement reached on August 29. Recent trading has been softer, with Scotts Miracle-Gro’s share price falling 9.46% over the past 30 days and 5.5% year to date. The 1-year total shareholder return is down 4.89%, but this is still ahead of the much weaker 5-year total shareholder return,...