U.S. Stock News

NasdaqGS:ZS
NasdaqGS:ZSSoftware

Zscaler India AI Security Hub With Airtel Reshapes Long Term Narrative

Zscaler has launched an AI & Cyber Threat Research Center in India in partnership with Bharti Airtel. The center is set up as a public private collaboration with government, academia, and industry to support national cyber resilience. The initiative focuses on AI driven security, protection of critical infrastructure, and addressing India's cybersecurity talent gap. Zscaler, listed as NasdaqGS:ZS, is expanding its presence in India through this new research center while its share price...
NasdaqGS:NUVL
NasdaqGS:NUVLBiotechs

Assessing Nuvalent (NUVL) Valuation As Mixed Momentum Meets High P/B And DCF Upside

Nuvalent (NUVL) is drawing attention after recent trading left the stock at a last close of US$100.50, with returns over the past month and the past 3 months both in negative territory. See our latest analysis for Nuvalent. Short term momentum has softened, with a 1-day share price return of 3.42% and a 30-day share price return of 5.58% bringing Nuvalent to US$100.50. Its 1-year total shareholder return of 26.43% and 3-year total shareholder return of about 3.3x paint a stronger longer term...
NYSE:MUX
NYSE:MUXMetals and Mining

Assessing McEwen Mining (MUX) Valuation After Zacks Rank 2 Upgrade And Strong Recent Returns

Analyst upgrade puts McEwen (MUX) back on investors’ radar McEwen (MUX) just received an upgrade to a Zacks Rank #2 (Buy), reflecting higher earnings estimates and a more positive view of its business outlook, a shift that often attracts fresh investor attention. See our latest analysis for McEwen. The Zacks upgrade comes after a strong run, with McEwen’s share price at US$26.21, posting a 51.59% 90 day share price return and a very large 1 year total shareholder return of 267.09%. This...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Is Apple (AAPL) Still Priced Fairly After Recent Services Strength And Share Pullback

If you are wondering whether Apple stock still justifies its reputation at today's price, or if the value story has shifted, this article is designed to help you assess that calmly and clearly. Apple shares last closed at US$264.58, with returns of 3.4% over 7 days, 6.7% over 30 days, 8.2% over 1 year, 83.0% over 3 years and 124.0% over 5 years. The year-to-date return currently stands at a 2.4% decline. Recent coverage around Apple has focused on its role as a large tech bellwether and how...
NYSE:KLAR
NYSE:KLARDiversified Financial

Klarna Lawsuits And Google Deal Reframe Growth Versus Risk Debate

Several class action lawsuits have been filed against Klarna Group (NYSE:KLAR) alleging misleading disclosures around loss reserves shortly after its IPO. The actions follow Klarna's first post IPO earnings miss, which coincided with sharply higher credit loss provisions. At the same time, Klarna has entered a partnership with Google on the Universal Commerce Protocol, aimed at AI enabled retail and commerce. Klarna Group, now trading at $13.08, has faced sharp share price pressure, with...
NYSE:GEO
NYSE:GEOCommercial Services

Why GEO Group (GEO) Is Down 6.7% After Soft 2026 Outlook and CEO Transition

In February 2026, The GEO Group, Inc. reported fourth-quarter 2025 results showing higher revenues and net income year-on-year, issued 2026 guidance calling for GAAP diluted EPS of US$0.17–US$0.19 for the first quarter and US$0.99–US$1.07 for the full year on revenues of US$2.90–US$3.10 billion, completed a US$92.45 million share buyback, and announced CEO J. David Donahue will retire at the end of February 2026 with founder Dr. George C. Zoley returning as CEO from March 1, 2026. A key...
NasdaqGS:OPEN
NasdaqGS:OPENReal Estate

Opendoor Technologies (OPEN) Is Up 12.5% After Opendoor 2.0 Margins Shine Despite Wider Losses – Has The Bull Case Changed?

In February 2026, Opendoor Technologies reported Q4 2025 and full-year results showing revenue falling to US$736 million for the quarter and US$4.37 billion for the year, alongside a significantly wider net loss of US$1.10 billion in Q4 and US$1.30 billion for 2025. Despite the larger GAAP losses and guidance for about a 10% quarter-over-quarter revenue decline in Q1 2026, management highlighted a 46% jump in home purchases, faster inventory turnover, and an “Opendoor 2.0” model delivering...
NasdaqGM:AAOI
NasdaqGM:AAOICommunications

Applied Optoelectronics Ramps AI Data Center Focus As Valuation Runs Hot

Applied Optoelectronics (NasdaqGM:AAOI) reports its first major volume order for 800G data center transceivers from a hyperscale customer. The company introduces a new high powered pump laser aimed at AI focused data centers. Applied Optoelectronics breaks ground on a large new manufacturing facility in Texas to support future production. Applied Optoelectronics, a supplier of optical networking products for data centers and other markets, is connecting new business wins with expanded...
NasdaqGS:IRDM
NasdaqGS:IRDMTelecom

Iridium Conference Push Highlights Ecosystem Partnerships And Revenue Growth Questions

Iridium Communications (NasdaqGS:IRDM) is set to present at several major industry events, including the Barclays Communications and Content Symposium. The company will also participate in the Raymond James Institutional Investors Conference and the Deutsche Bank Media, Internet & Telecom Conference. These appearances will spotlight Iridium's expanding technology ecosystem and its role in global satellite services across enterprise and government markets. Iridium operates a global satellite...
NasdaqGS:JBLU
NasdaqGS:JBLUAirlines

Should JetBlue’s Expanded United Partnership and Cross‑Booking Strategy Reshape How Investors View JBLU?

Earlier in February 2026, JetBlue and United Airlines announced a new phase of their Blue Sky collaboration, enabling customers to book eligible itineraries and redeem loyalty points or miles for flights on either carrier directly through JetBlue and United websites and apps, with more integrated benefits planned over time. This cross-booking and loyalty integration meaningfully broadens JetBlue’s customer reach and network access without adding aircraft, potentially enhancing the appeal of...
NYSE:HSY
NYSE:HSYFood

Has The Recent Rally Left Hershey (HSY) Trading Rich Versus Its Cash Flow Outlook

If you are wondering whether Hershey's current share price reflects its real value or if the market is mispricing this long-established brand, this article will help you frame that question clearly. Over the short term, Hershey's shares have seen a 0.4% decline in the last 7 days, a 16.0% return over 30 days, and a 21.6% return year to date, while the 1-year return sits at 32.2% and the 5-year return at 71.7%. Recent moves in the share price sit against a backdrop of ongoing interest in...
NYSE:ACN
NYSE:ACNIT

Does Accenture (ACN) Look Attractive After A 40% One-Year Share Price Slide?

If you are wondering whether Accenture shares are now priced attractively or still look expensive, this article will help you assess what you are actually paying for. The stock recently closed at US$215.35, with returns of a 4.0% decline over 7 days, a 23.4% decline over 30 days, a 17.2% decline year to date and a 39.6% decline over 1 year. These moves may change how investors think about its potential and risk. Recent coverage has focused on Accenture's role as a large global IT and...
NYSE:BAX
NYSE:BAXMedical Equipment

Baxter’s Profit Strains Put Execution And Valuation Story Under Scrutiny

Baxter International (NYSE:BAX) reported fourth quarter revenue growth but weaker profitability. Management cited an unfavorable sales mix, higher costs, and operational challenges as key pressure points. The company recorded significant goodwill impairments that weighed on reported earnings. CEO Andrew Hider publicly called the quarter disappointing and said performance needs meaningful improvement. Baxter International, a major medical products and therapies company, sits at the center of...
NYSE:GRMN
NYSE:GRMNConsumer Durables

Is Garmin (GRMN) Still Attractive After 20% Monthly Surge In Share Price

If you are wondering whether Garmin shares offer good value at today’s price, you are not alone. This article is designed to help you assess that question clearly. The stock has recently seen sharp moves, with returns of 15.9% over 7 days, 20.7% over 30 days, 22.9% year to date, 12.6% over 1 year and 123.7% over 5 years. This naturally raises questions about growth potential and changing risk perceptions. Recent news around Garmin has focused on its role as a long standing player in fitness...
NasdaqGS:AAL
NasdaqGS:AALAirlines

A Look At American Airlines Group (AAL) Valuation As Recent Moves Stir Mixed Signals

American Airlines Group (AAL) has drawn investor attention after recent share price moves, with the stock up about 1.8% over the past day but showing mixed returns over the past year. See our latest analysis for American Airlines Group. That one day share price gain to US$13.59 comes after a seven day share price return of a 2.1% decline and a 30 day share price return of a 7.4% decline, while the one year total shareholder return of a 10.8% decline and five year total shareholder return of a...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Assessing Arm Holdings (NasdaqGS:ARM) Valuation As Mixed Recent Returns Meet Rich Revenue Expectations

What Arm’s recent performance tells you right now Arm Holdings (NasdaqGS:ARM) has seen mixed share performance recently, with a 1 day decline of 1.1%, a small gain over the past week, an 8.2% rise over the past month, and a 6.8% decline over the past 3 months. See our latest analysis for Arm Holdings. With the share price at $125.58, the mix of a 9.46% year to date share price return and a 1 year total shareholder return of 13.3% decline suggests recent upside momentum is still working...
NYSE:HLT
NYSE:HLTHospitality

Bill Ackman’s Hilton Win Sparks Fresh Focus On Rich Valuation

Bill Ackman's investment in Hilton Worldwide Holdings (NYSE:HLT) has recently stood out by outperforming several other major stocks in his portfolio. The share price is currently $315.96, drawing fresh attention to Hilton as a key holding for a high profile investor. This move is putting a spotlight on Hilton's long term appeal and is feeding into broader discussion around investor confidence in the company. Hilton Worldwide Holdings sits in a stronger spotlight right now because its role...
NasdaqGS:INTU
NasdaqGS:INTUSoftware

Assessing Intuit (INTU) Valuation After Recent Share Price Pullback And Mixed Growth Signals

Why Intuit is Back on Investors’ Radar Intuit (INTU) has come under fresh scrutiny after a sharp pullback, with the stock showing negative returns over the past month, past 3 months, year to date, and the past year. This has prompted investors to reassess the story. See our latest analysis for Intuit. At a share price of $380.55, Intuit’s recent slide, including a 30 day share price return of 32.52% decline and a 1 year total shareholder return of 32.25% decline, suggests momentum has been...
NasdaqGS:FAST
NasdaqGS:FASTTrade Distributors

Evaluating Fastenal (FAST) After Q4 Results And Digital Growth Keep Momentum Intact

Fastenal (FAST) is back in focus after fourth quarter 2025 results met expectations, with contract customer momentum, expanding digital sales and better operating leverage, along with planned 2026 capital spending to support distribution and technology. See our latest analysis for Fastenal. Fastenal’s recent Q4 update and focus on digital sales come after a strong run, with a 30 day share price return of 5.31% and a 90 day share price return of 16.75%, while the 1 year total shareholder...
NYSE:DDS
NYSE:DDSMultiline Retail

Dillard's Refocuses On Existing Stores As Valuation And Earnings Questions Grow

Dillard's is pulling back from opening new stores and focusing on improving existing locations. The company is responding to weak same store sales and pressure on earnings over the past two years. This shift raises questions about how Dillard's plans to keep and grow its customer base in a changing retail market. Dillard's, listed as NYSE:DDS, is adjusting its playbook at a time when its recent sales and earnings have been under pressure. The stock has delivered strong long term returns,...
NasdaqGM:ODD
NasdaqGM:ODDPersonal Products

Oddity Tech (ODD) Is Up 14.0% After Founder-Led Margin Strength Sparks Fresh Scaling Debate

In the past quarter, Conestoga Capital Advisors highlighted Oddity Tech Ltd. for rapidly scaling its business to an estimated US$800 million in 2025 revenue while sustaining operating margins above 20%. An interesting aspect for investors is that this performance comes under founder-led management, with CEO Oran Holtzman holding more than 20% of the company’s shares. We’ll now examine how this combination of rapid scaling and strong operating margins may influence Oddity Tech’s broader...
NYSE:GPN
NYSE:GPNDiversified Financial

Assessing Global Payments (GPN) Valuation After A Sharp Short Term Share Price Rebound

What Global Payments’ recent share performance tells you Global Payments (GPN) has drawn attention after a recent rebound in its share price, with gains over the past week, month and past 3 months standing against a weaker 1 year and multi year return profile. See our latest analysis for Global Payments. The recent 7 day share price return of 20.43% and 90 day share price return of 13.28% contrast with a 1 year total shareholder return of 19.12% and 5 year total shareholder return of 56.49%...
NasdaqGS:NSIT
NasdaqGS:NSITElectronic

Insight Enterprises (NSIT) Valuation Check After Record Margins Insider Buying And A Steep One Year Share Price Drop

Insight Enterprises (NSIT) is back on investors’ radar after record Q4 gross margins of 23.4%, fresh insider buying at three year lows, and a sharp one year share price drop that has widened valuation questions. See our latest analysis for Insight Enterprises. Despite the Q4 margin record and insider buying, momentum has been mixed, with a 30 day share price return of 3.51% and a 1 year total shareholder return decline of 46.85%. This suggests sentiment is still healing rather than firmly...
NYSE:RBRK
NYSE:RBRKSoftware

A Look At Rubrik (RBRK) Valuation As Leadership Changes Align With Strong Q4 Momentum

Leadership change and recent stock performance Rubrik (RBRK) recently promoted Jesse Green to Chief Revenue Officer, succeeding Brian McCarthy during a period of strong preliminary Q4 results and global expansion of its Cyber Resilience and AI Agent Operations platforms. This leadership transition arrives as investors weigh Rubrik’s recent share performance. The stock has shown negative returns over the past month and past 3 months, while the company has reported annual revenue growth and...