U.S. Stock News

NYSE:EG
NYSE:EGInsurance

Everest Group Q1 Combined Ratio Of 91.2% Tests Views On Catastrophe Risk Volatility

Everest Group (EG) opened 2026 with Q1 revenue of US$4.1b and basic EPS of US$16.21, setting the tone for its latest earnings season update. The company has seen quarterly revenue move in a tight band around US$4.1b to US$4.5b over the past year, while basic EPS has ranged from US$4.92 to US$16.08 before reaching US$16.21 in the latest quarter, framing a clear earnings ramp alongside stronger net income. With trailing net margins running at 11.6% and the latest quarter supported by a combined...
NYSE:IBP
NYSE:IBPConsumer Durables

Installed Building Products (IBP) Margins Hold At 8.9% As Premium P/E Narrative Faces Test

Installed Building Products (IBP) closed out FY 2025 with fourth quarter revenue of US$747.5 million and basic EPS of US$2.85, supported by trailing twelve month revenue of US$3.0 billion and basic EPS of US$9.76, alongside 3.4% earnings growth over the past year. The company has seen quarterly revenue move from US$750.2 million in Q4 2024 to US$747.5 million in Q4 2025, while basic EPS shifted from US$2.41 to US$2.85 over the same period. Investors now have a fuller picture of how this...
NasdaqGS:MGNI
NasdaqGS:MGNIMedia

Magnite (MGNI) Net Margin Jumps To 20.3% Challenging Existing Bull And Bear Narratives

Magnite (MGNI) closed out FY 2025 with Q4 revenue of US$205.4 million and basic EPS of US$0.86, capping a twelve month run where trailing revenue was US$714.0 million and basic EPS reached US$1.01 on net income of US$144.6 million. Over that period, the company has seen quarterly revenue move from US$162.0 million in Q3 2024 to US$205.4 million in Q4 2025. Basic EPS shifted from US$0.04 in Q3 2024 through US$0.26 in Q4 2024 to US$0.86 in the latest quarter, with full year earnings growth...
NasdaqCM:SEZL
NasdaqCM:SEZLDiversified Financial

Sezzle (SEZL) Q1 Earnings Beat With US$1.52 EPS Challenges Cautious Narratives

Sezzle (SEZL) has put solid numbers on the table for Q1 2026, reporting revenue of US$135.5 million and basic EPS of US$1.52. Trailing twelve month EPS came in at US$4.38 and total revenue at US$480.9 million, underpinning the latest print. Over recent quarters the company has seen revenue move from US$98.2 million in Q4 2024 to US$104.9 million in Q1 2025 and then to US$135.5 million in Q1 2026. Over the same period, quarterly basic EPS shifted from US$0.75 to US$1.07 and then to US$1.52...
NYSE:SM
NYSE:SMOil and Gas

SM Energy (SM) Margin Compression Reinforces Bearish Narrative Despite FY 2025 Profitability

SM Energy (SM) has wrapped up FY 2025 with fourth quarter revenue of US$678.2 million and basic EPS of US$0.95, alongside trailing twelve month revenue of about US$3.0 billion and EPS of US$5.63 that frame the year as a whole. Over recent periods, revenue has ranged from US$678.2 million to US$807.7 million per quarter while basic EPS has moved between US$0.95 and US$1.76, giving you a clear view of how the top and bottom lines have tracked through the year. For investors, the key question is...
NYSE:ELV
NYSE:ELVHealthcare

Is It Time To Reassess Elevance Health (ELV) After Its Recent Share Price Swing

For investors considering whether Elevance Health at around US$374.71 represents an opportunity or already reflects its quality, this article focuses on what the numbers indicate about value. The stock has seen mixed returns, with a 23.8% gain over the last 30 days, a 5.8% return year to date, and a 1-year return of an 8.3% decline. Recent coverage of Elevance Health has focused on its position as a major US health insurer and how ongoing shifts in healthcare spending and policy are...
NasdaqGS:FORR
NasdaqGS:FORRProfessional Services

Forrester Research (FORR) TTM Loss Deepens To US$119 Million Challenging Profit Turnaround Narrative

Forrester Research (FORR) closed FY 2025 with Q4 revenue of US$101.1 million and basic EPS of a US$1.78 loss, while trailing 12 month figures show total revenue of US$396.9 million and a basic EPS loss of US$6.28 alongside net income losses. Over recent quarters, reported revenue has ranged from US$89.9 million to US$111.7 million, with quarterly basic EPS swinging between a US$4.62 loss and a US$0.21 profit. Over the same period, trailing 12 month net income shifted from a loss of US$5.75...
NasdaqGS:PLMR
NasdaqGS:PLMRInsurance

Palomar Holdings (PLMR) Combined Ratio Of 76.9% Tests Bullish Underwriting Narratives

Palomar Holdings (PLMR) closed FY 2025 with fourth quarter revenue of US$253.4 million and basic EPS of US$2.12. Trailing twelve month revenue was US$876.0 million and EPS was US$7.40, reflecting the full year earnings profile. Over the past six quarters, the company’s revenue moved from US$148.5 million in Q3 2024 to US$253.4 million in Q4 2025. Over the same period, quarterly EPS shifted from US$1.18 to US$2.12, setting up a results season where the focus falls squarely on how efficiently...
NasdaqGS:HTZ
NasdaqGS:HTZTransportation

Hertz Global (HTZ) Q1 Loss Of US$333m Tests Bullish Profitability Narratives

Hertz Global Holdings (HTZ) opened 2026 with Q1 revenue of US$2.0 billion and a basic EPS loss of US$1.06, as net income excluding extra items came in at a loss of US$333 million. Over the last six reported quarters, revenue has moved between US$1.8 billion and US$2.5 billion while basic EPS has swung from a loss of US$1.56 in Q4 2024 to a profit of US$0.59 in Q3 2025 and back to a loss of US$1.06 in the latest quarter. This underscores how quickly earnings can flip for this business...
NYSE:WLY
NYSE:WLYMedia

The Bull Case For John Wiley & Sons (WLY) Could Change Following AI-Focused Research Leadership Shift

John Wiley & Sons has recently completed a series of executive RSU vestings and, on May 11, 2026, will transition leadership of its Research division from Jay Flynn to incoming Executive Vice President and General Manager Jessica Kowalski, who joins from Microsoft. This leadership change signals Wiley’s push to embed AI and data-driven capabilities more deeply into its research publishing and services portfolio. Next, we’ll examine how Kowalski’s AI-focused appointment could influence...
NYSE:ATO
NYSE:ATOGas Utilities

Atmos Energy (ATO) Q2 EPS Beat Reinforces Bullish Earnings Growth Narrative

Atmos Energy (ATO) just posted Q2 2026 revenue of US$1.96b and basic EPS of US$3.49, with net income of US$581.7m helping lift trailing twelve month EPS to US$8.29 on revenue of US$4.88b and net income of US$1.35b. The company has seen quarterly revenue move from US$1.95b and EPS of US$3.05 in Q2 2025 to US$1.96b and EPS of US$3.49 in Q2 2026. Over the same period, trailing twelve month EPS has stepped up from US$7.28 on revenue of US$4.49b a year earlier to US$8.29 on US$4.88b. Together,...
NYSE:FNF
NYSE:FNFInsurance

Fidelity National Financial (FNF) Margin Compression And Q4 Loss Test Bullish Growth Narratives

Fidelity National Financial (FNF) has just wrapped up FY 2025 with Q4 revenue of US$4.1b and a basic EPS loss of US$0.43, while trailing 12 month figures show revenue of US$14.5b and basic EPS of US$2.22. Over recent quarters, the company has seen revenue move from US$3.0b in Q1 2025 to over US$4.0b in Q4, with quarterly EPS ranging from US$0.30 to US$1.33 before the latest loss, creating a mixed picture on profitability. For investors, that combination of solid top line, uneven EPS and...
NYSE:CHGG
NYSE:CHGGConsumer Services

Chegg (CHGG) Revenue Slide To US$72.7m Reinforces Bearish Narratives On Growth Prospects

Chegg (CHGG) has just posted its FY 2025 numbers, with fourth quarter revenue of US$72.7 million and a basic EPS loss of US$0.30, while trailing twelve month revenue came in at US$376.9 million with a basic EPS loss of US$0.96. Over recent quarters, revenue has moved from US$143.5 million in Q4 2024 to US$121.4 million in Q1 2025, US$105.1 million in Q2 2025, US$77.7 million in Q3 2025 and US$72.7 million in Q4 2025, alongside quarterly basic EPS losses ranging between US$0.06 and US$0.33...
NYSE:LUCK
NYSE:LUCKHospitality

Lucky Strike Entertainment (LUCK) Returns To Loss In Q2 2026 Challenging Profit Turnaround Narrative

Lucky Strike Entertainment (LUCK) just posted Q2 2026 results with revenue of US$306.9 million and a basic EPS loss of US$0.11, alongside net income excluding extra items of a US$15.1 million loss, keeping the focus squarely on how quickly the business can close the gap to profitability. The company has seen quarterly revenue move from US$300.1 million in Q2 2025 to US$306.9 million in Q2 2026, while basic EPS has shifted from a profit of US$0.17 to a loss of US$0.11 over the same period,...
NasdaqGS:XERS
NasdaqGS:XERSPharmaceuticals

Xeris Biopharma (XERS) Thin Q4 Profitability Flip Tests Bullish Margin Narratives

Xeris Biopharma Holdings (NasdaqGS:XERS) just closed FY 2025 with Q4 revenue of US$85.8 million and basic EPS of US$0.07, backed by net income of US$11.1 million. The company has seen quarterly revenue move from US$54.3 million in Q3 2024 to US$60.1 million in Q4 2024, then to US$60.1 million in Q1 2025, US$71.5 million in Q2 2025, US$74.4 million in Q3 2025, and US$85.8 million in Q4 2025, while EPS shifted from a loss of US$0.11 in Q3 2024 to EPS of US$0.07 in Q4 2025. With trailing twelve...
NYSE:SYF
NYSE:SYFConsumer Finance

The Bull Case For Synchrony Financial (SYF) Could Change Following Lowe’s Pro AmEx Card Expansion

In late April 2026, Synchrony Financial announced an expanded co-brand partnership with Lowe's, introducing the MyLowe's Pro Rewards American Express Card that can be used wherever American Express is accepted, alongside the existing in-store-only MyLowe's Pro Rewards Credit Card. This move broadens Synchrony's reach into everyday spending for professional customers, potentially increasing transaction volumes and deepening engagement beyond Lowe's physical and online channels. We'll now...
NYSE:LTC
NYSE:LTCHealth Care REITs

LTC Properties (LTC) Quarterly FFO Recovery Challenges Bearish Narratives On Earnings Quality

LTC Properties (LTC) has just wrapped up FY 2025 with fourth quarter revenue of US$82.5 million, basic EPS of US$2.14, and funds from operations of US$34.9 million, giving investors a clear view of its latest run rate. Over the past year, revenue across the trailing twelve months moved from US$201.6 million to US$257.6 million, while basic EPS over the same window went from US$2.07 to US$2.54. This sets the backdrop for how you might think about the current report and its implications for...
NYSE:MCD
NYSE:MCDHospitality

McDonald's (MCD) Margins Near 32% Challenge Concerns Over Slowing Earnings Growth

McDonald's (MCD) closed out FY 2025 with Q4 revenue of US$7.0b and basic EPS of US$3.03, while trailing 12 month revenue reached US$26.9b and EPS came in at US$12.00. Over recent periods the company has seen quarterly revenue move from US$6.4b in Q4 2024 to US$7.1b in Q3 2025 before Q4’s US$7.0b, alongside quarterly EPS ranging between US$2.80 and just over US$3.19. With trailing net income of US$8.6b and margins reported in the low 30% range, investors are looking at a business that is...
NasdaqGS:PTON
NasdaqGS:PTONLeisure

Peloton Interactive (PTON) Returns To Quarterly Loss In Q2 2026 And Tests Margin Optimism

Peloton Interactive (PTON) just posted Q2 2026 results with revenue of US$656.5 million and a net loss of US$38.8 million, translating to basic EPS of a US$0.09 loss, while the trailing twelve months show revenue of US$2.4 billion and a net loss of US$50.9 million, or basic EPS of a US$0.12 loss. Over recent quarters, revenue has moved from US$673.9 million in Q2 2025 to US$656.5 million in Q2 2026, while quarterly basic EPS has ranged from a loss of US$0.24 in Q2 2025 to a profit of US$0.05...
NYSE:MTDR
NYSE:MTDROil and Gas

Matador Resources (MTDR) Margin Compression Challenges Bullish Profitability Narratives After FY 2025 Results

Matador Resources FY 2025 earnings snapshot Matador Resources (MTDR) has just wrapped up FY 2025 with fourth quarter revenue of US$1,008.7 million and basic EPS of US$1.55, alongside net income from ongoing operations of US$192.5 million. Across the year, the company has seen quarterly revenue range from US$852.5 million to US$1,008.7 million, with EPS between US$1.21 and US$1.92, giving investors a clear line of sight on how the top and bottom line have translated into profit over time. With...
NYSE:IDA
NYSE:IDAElectric Utilities

Is It Too Late To Consider IDACORP (IDA) After Strong 1 Year Share Price Gains?

Wondering if IDACORP at a recent price of US$144.08 still offers value, or if most of the opportunity has already been priced in. The stock has been fairly steady in the short term, with a 0.1% decline over 7 days and a 0.4% decline over 30 days, yet it shows returns of 13.2% year to date and 27.1% over 1 year. These returns sit against a backdrop of ongoing attention on regulated utilities, where investors often focus on income visibility, capital plans and regulatory conditions rather than...
NasdaqGM:VITL
NasdaqGM:VITLFood

How Vital Farms’ Profit Swing, Butter Exit and Lawsuits Could Reshape VITL’s Premium Egg Story

Vital Farms has reported past Q1 2026 results showing sales rising to US$187.16 million from US$162.19 million, but swinging from a US$16.9 million profit to a US$1.52 million net loss alongside an employee stock plan shelf registration of about US$26.88 million. At the same time, Vital Farms is winding down its butter line, managing egg oversupply, and facing multiple lawsuits tied to alleged ERP-related disclosure issues, all of which could influence how investors view its core egg-focused...
NYSE:STE
NYSE:STEMedical Equipment

Is It Time To Revisit STERIS (STE) After Its Recent Share Price Pullback

If you are wondering whether STERIS is attractively priced or asking too much at today's levels, the valuation picture is not as straightforward as a simple P/E ratio or quick chart glance might suggest. The stock recently closed at US$214.46, with returns of 0.9% over the last week, a 2.5% decline over 30 days, and a 14.2% decline year to date. This leaves the 1 year return at a 3.7% decline, and the longer-term 3 year and 5 year returns at 16.6% and 13.6% respectively. These mixed returns...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

PayPal (PYPL) Q1 Net Margin Strength Tests Bearish Compression Narrative

PayPal Holdings (PYPL) opened 2026 with Q1 revenue of US$8.4b and basic EPS of US$1.22, setting the tone against a backdrop of steady profit generation over the past year. Over the last 12 months, trailing revenue sat at US$33.7b with basic EPS of US$5.38, and earnings growth of 11.3% paired with a net margin of 15% gives investors a results set where profitability and efficiency sit at the center of the story. See our full analysis for PayPal Holdings. With the headline numbers on the table,...