U.S. Stock News

NasdaqGS:ZS
NasdaqGS:ZSSoftware

How Investors May Respond To Zscaler (ZS) AI Push Meets Slower Growth

Zscaler reported full-year 2026 sales of US$3,352.52 million, with a net loss of US$63.18 million. The company also issued fiscal 2027 guidance implying mid-teens revenue and ARR growth, and rolled out its AI-first Agentic SOC platform, now available globally. The combination of strong AI-focused product launches such as Agentic SOC and management’s outlook for slower growth highlights the execution demands on Zscaler’s sales motion, product adoption and cost discipline. We will now look at...
NYSE:SWK
NYSE:SWKMachinery

Stanley Black & Decker (SWK) Could Be 12% Undervalued As Conference Nears

Stanley Black & Decker (SWK) is back in focus after scheduling a presentation at Morgan Stanley's 14th Annual Laguna Conference on September 17, 2026. The event will feature President and CEO Christopher John Nelson. The share price reaction has been mixed, with Stanley Black & Decker easing about 10.6% over the past month. However, the 1-year total shareholder return is roughly 18.8% and the 3-year total shareholder return is also positive, which hints that longer term momentum is still...
NYSE:TEX
NYSE:TEXMachinery

Terex (TEX) Could Be 26% Undervalued On Laguna Conference Appearance

Terex (TEX) is set to present at Morgan Stanley's 14th Annual Laguna Conference on 15 September 2026 in Laguna Beach, an event investors often watch for management commentary and capital allocation clues. Terex shares have pulled back recently, with the 30-day share price return down 12.65% and the 90-day move lower by 11.97%, even though the year-to-date share price return is 6.89% and the 1-year total shareholder return sits at 13.14%. Scan beyond Terex and see how other industrials are...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Argan And 2 Other Quality Stocks To Own

With the Federal Reserve lifting rates again to 3.75% to 4%, money is no longer cheap and weak balance sheets are getting exposed. Investors are suddenly rewarding companies that already run lean, earn strong returns on equity and keep debt in check. This article zeroes in on three stocks that clear a strict quality bar, helping you focus on financially solid businesses in a more demanding market. The stocks highlighted below are only a small sample of what fits this quality screen, and the...
NasdaqCM:RCAT
NasdaqCM:RCATAerospace & Defense

Red Cat Holdings (RCAT) And Its Valuation Case After The 2026 Revenue Target

Red Cat Holdings (RCAT) is back in focus after management outlined a 2026 revenue goal of US$150 million to US$180 million, anchored on AI-enabled Black Widow drones, Hellcat systems for Ukraine, and Blue Ops vessels. Red Cat Holdings has been trading under pressure, with the share price down 32.0% over the past month and 38.0% over 90 days, even after the recent revenue target update and August earnings miss. However, the 3-year total shareholder return of more than 6x shows earlier...
NasdaqGS:HALO
NasdaqGS:HALOBiotechs

Is Halozyme Therapeutics (HALO) Fully Valued As Growth Calls And Partnerships Draw Fresh Attention?

Halozyme Therapeutics stock in focus after cluster of growth calls Recent coverage flagging Halozyme Therapeutics (HALO) as a growth stock, backed by favorable analyst views, earnings estimate upgrades, and fresh partnership activity, has pulled the shares firmly onto investors’ radar. Momentum around Halozyme Therapeutics has been building for a while, with a 90‑day share price return of 58.19% and a year to date share price gain of 54.23% at a last close of $108.44. A 3 year total...
NasdaqGS:ISRG
NasdaqGS:ISRGMedical Equipment

Does CE Mark Approval Change The Bull Case For Intuitive Surgical Stock (ISRG)?

Intuitive Surgical received CE mark approval for the da Vinci SP system in Europe for transvaginal gynecologic procedures, widening its labeled use in single port, natural orifice surgery across multiple disciplines. This new indication deepens Intuitive Surgical's reach in women's health and could support higher utilization of existing da Vinci SP installations through more procedure types per system. We will look at how Intuitive Surgical's investment narrative is shaped by this new...
NYSE:CFG
NYSE:CFGBanks

3 US Bank Stocks Retail Investors Are Checking As Rates Stay Higher

When the Federal Reserve lifts benchmark rates to 3.75% to 4% and signals more tightening ahead, the cost of money changes for everyone, from homeowners to the largest US bank stocks. That shift can reshape how investors view risk, income and price swings. This article unpacks that story and spotlights 3 US large-cap financial stocks exposed to this rate move, outlining where some investors may see opportunity or decide to stay cautious. The three stocks highlighted below are only a small...
NasdaqGS:GEN
NasdaqGS:GENSoftware

Gen Digital (GEN) Could Be 23% Overvalued Following Its Latest AGM

Gen Digital (GEN) is back in focus after its latest annual general meeting on 8 September 2026. Shareholders weighed governance, capital allocation choices, and how the cyber safety group positions its portfolio brands. Gen Digital’s share price has eased 1.86% over the past day to US$30.65, while a 26.76% 90-day share price return and 17.57% year-to-date gain suggest momentum has been building, supported by a 69.73% three-year total shareholder return. Scan how Gen Digital’s AGM story fits...
NasdaqGS:AGYS
NasdaqGS:AGYSSoftware

Is Subscription Growth Altering The Investment Case For Agilysys (AGYS)?

Agilysys recently featured at the Piper Sandler 5th Annual Growth Frontiers Conference in Nashville, where CFO Dave Wood discussed the hospitality software provider’s operations and met with investors in one-on-one and group sessions. The company reported 26% subscription revenue growth in the first quarter of fiscal 2027 and a 90% increase in fiscal 2026 operating income, reflecting the impact of its shift toward a higher-margin recurring model and unified platform. We will now assess how...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

Will SaaS Rotation Change monday.com (MNDY) Narrative

monday.com recently reported Q2 revenue of US$368.65 million and added 287 large customers paying more than US$50,000 annually, while issuing comparatively soft guidance versus other productivity software peers. The firm is benefiting from a broad investor shift toward enterprise SaaS, as calls to slow artificial intelligence development are pushing attention back to established subscription platforms with recurring workflows at their core. We will examine how monday.com's investment...
NYSE:ASAN
NYSE:ASANSoftware

Asana (ASAN) Q2 Results Put Its Valuation Back In Focus

Asana (ASAN) just paired fresh second quarter results with new guidance for fiscal 2027, giving you clearer numbers on revenue, losses, and expected operating margins to assess the current share price. Recent trading suggests investors are reassessing Asana. The 90-day share price return of 39.45% and 7-day move of 16.97% point to building momentum, even though the year-to-date share price return has fallen 25.54% and the 1-year total shareholder return has declined 29.77% from a much weaker...
NYSE:UMH
NYSE:UMHResidential REITs

Why UMH Properties (UMH) Is Getting Attention Today

UMH Properties (UMH) just put product design in the spotlight, returning to HUD’s Innovative Housing Showcase with two new manufactured homes that push construction formats for affordable housing into fresh territory. For context, UMH Properties’ recent share price action has been subdued, with the stock at US$15.58 and a 30-day share price return that declined 3.47%. However, the 1-year total shareholder return of 9.46% and 3-year total shareholder return of 27.23% point to steadier long run...
NYSE:CHD
NYSE:CHDHousehold Products

Did Raised Guidance Just Shift Church & Dwight (CHD) Stock Narrative?

Church & Dwight recently initiated a voluntary Class II recall of 318,600 cartons of Zicam Cold Remedy medicated nasal swabs in the US after FDA inspectors at a contract manufacturer found out-of-limit microbiological test results for several lots. At the same time, Church & Dwight reported Q2 2026 results with organic sales growth and revenue above expectations, and then raised full-year guidance for net sales, adjusted EPS and gross margin, signaling management confidence in underlying...
NasdaqGS:CWST
NasdaqGS:CWSTCommercial Services

Casella Waste Systems (CWST) Has A Fresh Update, But What Is Drawing Attention Now?

Casella Waste Systems (CWST) has completed a three-site renewable natural gas buildout with partner Waga Energy, as the new McKean Landfill facility in Pennsylvania begins injecting RNG into the National Fuel Gas network. The recent RNG milestones arrive as Casella Waste Systems shares trade at US$90.06, with a 90-day share price return of 3.54%, a year-to-date share price decline of 8.71%, and a 1-year total shareholder return of 2.94%, suggesting long-term holders have seen modest gains...
NYSE:HY
NYSE:HYMachinery

3 U.S. Import Dependent Stocks With Upside If Tariffs Ease

Tariff policy is back under the spotlight, and this time a court ruling on Section 301 duties could reshape the cost base for large import‑heavy businesses. That kind of legal reset can create winners and leave others standing still, which is why traders are watching closely. This article walks through three stocks exposed to that tariff story and explains how the same headline can signal opportunity or caution for your portfolio. The three stocks below are just a starting sample, and the...
NasdaqGS:SPCX
NasdaqGS:SPCXTelecom

Space Exploration Technologies (SPCX) Faces A Lockup Test, Is The Stock Too Expensive?

Space Exploration Technologies (SPCX) is back in the spotlight after roughly 328 million shares came off lockup, a supply jolt that puts trading liquidity, insider sentiment, and valuation under closer investor scrutiny. The latest lockup expiry lands on a stock that has already been choppy. Space Exploration Technologies now trades at US$150.88 after a 5.15% 1 day share price return. The 7 day and 30 day share price returns are modestly positive, but the 90 day share price return is down...
NasdaqGS:ALAB
NasdaqGS:ALABSemiconductor

Astera Labs Stock Gets New AI Memory Products For Cloud Servers

Astera Labs announced three new Leo memory connectivity solutions, including the Leo X-Series and Leo 2 E & P-Series, aimed at AI accelerators and cloud servers by addressing KV cache access, CXL 3.2 expansion, and rack-scale memory pooling. The product family leans into DDR4 reuse, pooled CXL memory, and COSMOS-backed telemetry to increase useful capacity and extend the lifetime of existing DRAM across AI and general cloud workloads. The focus now shifts to how Astera Labs' expanded Leo...
NYSE:DNOW
NYSE:DNOWTrade Distributors

DNOW (DNOW) And The Midstream Expansion Story As Fair Value Comes Into Focus

DNOW Inc. (DNOW) drew fresh attention after heavy activity in its options chain, with the November 20, 2026 $22.50 put contract showing some of the highest implied volatility in the equity market today. Recent trading tells a mixed story for DNOW. The share price is down about 3% over the past month but still up roughly 16% year to date, while the 1 year total shareholder return of about 3% and 5 year total shareholder return above 100% hint at longer term momentum. This contrasts with the...
NYSE:YUM
NYSE:YUMHospitality

What Yum! Brands (YUM)'s Pizza Hut Sale Means For Shareholders

Yum! Brands recently reshaped its portfolio by selling its Pizza Hut business outside Mainland China, transferring China Pizza Hut operations to Yum China Holdings, and concentrating resources on Taco Bell, KFC, and Habit Burger & Grill, supported by a larger shared headquarters and technology infrastructure. This pivot toward a tighter set of franchises, backed by the Byte technology rollout and a deeper supplier partnership with Welbilt, highlights management’s focus on operational...
NasdaqGS:ICFI
NasdaqGS:ICFIProfessional Services

How OpenAI Partner Status Will Impact ICF International Stock

ICF International reported that it was named an OpenAI Select Partner in September 2026, reflecting its role in helping public and private sector clients adopt large language models for AI-enabled applications, software modernization, and internal efficiency projects. The designation highlights ICF International's focus on pairing its mission and implementation expertise with OpenAI's models, with an emphasis on governance, risk management, and human centered deployment to identify where AI...
NasdaqCM:TOP
NasdaqCM:TOPCapital Markets

How Investors May Respond To TOP Financial Group (TOP) U.S. Headquarters Move

TOP Financial Group Limited has relocated its global headquarters to 4201 Main Street, Suite 200, Houston, Texas 77002, moving core corporate functions to the United States while keeping other regional offices operating to support clients. The shift of TOP Financial Group's main base toward the U.S. market places leadership closer to its expanding AI operations, partner ecosystem, and talent pools. This change could reshape how the business allocates resources and pursues growth...
NasdaqGS:VRSK
NasdaqGS:VRSKProfessional Services

Verisk Analytics (VRSK) Launches Fraud Discovery, Is The Stock Expensive?

Verisk Analytics (VRSK) has rolled out Verisk Fraud Discovery, a modular platform that brings together fraud intelligence, analytics and digital media forensics to give insurers new tools to tackle increasingly complex fraud schemes. Recent product launches such as Verisk Fraud Discovery and the U.S. Data Center Exposure Database arrive at a time when Verisk Analytics’ share price, now at US$181.75, has seen short term momentum with a 90 day share price return of 4.57%. However, longer term...
NYSE:MKC
NYSE:MKCFood

McCormick (MKC) Faces Fresh Deal Scrutiny, Is The 18% Undervalued View Still Sound?

Regulatory shock puts McCormick under a fresh spotlight The UK Competition and Markets Authority has opened a Phase I review into McCormick (MKC)'s planned $44.8b purchase of Unilever's food assets, prompting investors to reassess the stock's risk profile. McCormick and Unilever plan to sell the Colman's mustard brand to ease competition concerns, while the current deal terms would leave Unilever shareholders owning most of the combined food business. For context, McCormick shares trade at...