U.S. Stock News

NYSE:DVA
NYSE:DVAHealthcare

DaVita (DVA) Stock Looks Discounted On Earnings While Returns Look Strong

DaVita stock has delivered a 78.0% return over the past three years, yet the latest valuation checks still suggest the shares lean cheap rather than fully priced in. Over three years DaVita has returned 78.0%, which puts more focus on whether the current valuation leaves enough room for further upside. Future cash generation from its dialysis network can support the current share price, but ongoing cost pressures and reimbursement uncertainty may limit how much investors are willing to pay...
NasdaqGS:AMGN
NasdaqGS:AMGNBiotechs

Amgen (AMGN) Stock Looks Below Fair Value As Caution Lingers

Amgen stock has delivered a strong 116.3% return over the past 5 years, while the current checks show a mixed picture and the Discounted Cash Flow (DCF) intrinsic value estimate still points to meaningful upside compared with the market price. Over 5 years, Amgen has returned 116.3%, which puts more focus on whether the recent share price now already reflects much of the long term opportunity. The planned Science and Innovation Center in Hyderabad can support expectations for future research...
NasdaqGS:GEN
NasdaqGS:GENSoftware

Gen Digital (GEN) Is Up 5.2% After Beating Q1 Earnings And Unveiling Fearless Planet Index – Has The Bull Case Changed?

In early August 2026, Gen Digital Inc. reported first-quarter sales of US$1,336 million and net income of US$215 million, affirmed a regular quarterly cash dividend of US$0.125 per share, and launched its Fearless Planet Index cyber threat intelligence hub. The Fearless Planet Index, which converts billions of real-world security signals into country-level scam and threat insights, underscores Gen Digital’s focus on data-driven cyber safety tools for individuals and small businesses. We’ll...
NYSE:KNF
NYSE:KNFBasic Materials

The Bull Case For Knife River (KNF) Could Change Following Raised 2026 Revenue Outlook Amid Lower Q2 Profit

In early August 2026, Knife River Corporation reported second-quarter 2026 results showing revenue of US$938.59 million versus US$833.76 million a year earlier, while net income declined to US$43.88 million from US$50.60 million, and simultaneously raised full-year 2026 revenue guidance to a range of US$3.40 billion to US$3.60 billion. Despite weaker quarterly earnings, the decision to lift full-year revenue guidance suggests management sees enough demand visibility to support stronger...
NasdaqGS:ADEA
NasdaqGS:ADEASoftware

Adeia (ADEA) Shares Moved, So What Is Driving Attention Now?

Adeia (ADEA) drew fresh attention after reporting second quarter and first half 2026 results, reaffirming full year revenue and net income guidance and pairing the update with a new quarterly dividend declaration. See our latest analysis for Adeia. The latest earnings release, dividend declaration and progress on the buyback program have come alongside a share price of $28.69, with a year-to-date share price return of 63.2% and a 1-year total shareholder return of 94.24%. The 3-year total...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Costco Stock Leads These Retail Names Tied To Higher Social Security Checks

Retirees may see a 3.2% to 3.6% Social Security cost of living adjustment for 2027, and that potential boost in monthly checks puts fresh attention on companies tied to everyday spending. If more income ends up in grocery aisles and discount chains, some stocks could sit closer to the checkout than others. This article walks through three stocks our screener flags as especially exposed to that story. The stocks in this article are just a sample, and the full screen surfaced 25 more U.S...
NasdaqGS:ATLC
NasdaqGS:ATLCConsumer Finance

Atlanticus (ATLC) Is Down 13.2% After Q2 Earnings Beat And Faster Mercury Integration Progress – Has The Bull Case Changed?

Atlanticus Holdings Corporation recently reported second-quarter 2026 results showing net income of US$49.72 million and diluted EPS from continuing operations of US$2.50, and its Board approved a quarterly cash dividend of US$0.476563 per share for Series B Cumulative Perpetual Preferred stockholders, payable on or about September 15, 2026 to holders of record on September 1, 2026. Beyond the stronger earnings, management highlighted faster-than-planned progress on the Mercury integration...
NasdaqGS:FOXA
NasdaqGS:FOXAMedia

What Is Fox (FOXA) Gaining From Its New Streaming Ad Partnership?

Fox Corp. (NasdaqGS:FOXA) unit Tubi Media Group has entered a new partnership with Gracenote, part of Nielsen, to upgrade content discovery and advertising across its streaming platforms. The deal focuses on using Gracenote metadata to sharpen contextual content recommendations and viewer targeting on Tubi and FOX One. Tubi Media Group plans to roll out advanced programmatic CTV ad capabilities as part of the agreement, aimed at improving relevance for advertisers and viewers. Fox is far...
NasdaqCM:SWMR
NasdaqCM:SWMRAerospace & Defense

Swarmer (SWMR) Lands Oak Grove Partnership, Is 28% Below Fair Value?

Swarmer (SWMR) stock is in focus after the company announced a partnership with Oak Grove Technologies to integrate its autonomous software into Oak Grove’s Chimera unmanned aircraft for U.S. defense missions. See our latest analysis for Swarmer. Alongside this Oak Grove partnership, Swarmer has seen strong momentum, with an 8.4% 1 day share price return and a 45.04% 90 day share price return. The year to date share price return of 38.68% points to building interest over a longer stretch. If...
NasdaqGS:FORM
NasdaqGS:FORMSemiconductor

FormFactor (FORM) Beat Expectations And Lifted Guidance, Is The Stock Still Cheap?

FormFactor (FORM) is back in focus after reporting Q2 results that beat expectations and issuing Q3 guidance above consensus, with a large peer’s production order also reinforcing investor interest in semiconductor testing demand. See our latest analysis for FormFactor. FormFactor’s recent Q2 beat, stronger Q3 guidance and a peer’s large production order have coincided with a 14.29% 7 day share price return and a very large 1 year total shareholder return that appears to reflect ongoing...
NYSE:RDN
NYSE:RDNDiversified Financial

Radian Group (RDN) Names Mike Weinbach Chief Executive Officer

Radian Group (NYSE:RDN) appointed Mike Weinbach as chief executive officer, effective immediately, completing its planned leadership transition. The CEO change follows Radian Group’s acquisition of specialty insurer Inigo Limited, aligning leadership with the company’s broader multi-line specialty insurance ambitions. The move positions Radian Group to pursue a more global profile as it integrates Inigo Limited into its expanding insurance platform. For readers looking to compare Radian...
NasdaqGS:INTR
NasdaqGS:INTRBanks

Can Inter & Co (INTR) Turn Record Margins And User Engagement Into Durable Monetization Power?

Inter & Co, Inc. reported second-quarter 2026 results showing net income of R$421.11 million versus R$315.13 million a year earlier, with both basic and diluted earnings per share from continuing operations rising year over year. An interesting highlight was Inter & Co’s record 10.1% net interest margin alongside a client base surpassing 45 million and 22 million daily log-ins, supporting higher monetization without a comparable increase in costs. We will now examine how these strong...
NasdaqGS:IMCR
NasdaqGS:IMCRBiotechs

How Investors May Respond To Immunocore (IMCR) Turning First-Half Profit Amid Recent Share Price Pullback

In early August 2026, Immunocore Holdings plc reported past second-quarter 2026 results showing revenue of US$115.93 million versus US$97.96 million a year earlier, with net loss narrowing to US$0.81 million from US$10.30 million. For the first half of 2026, revenue rose to US$222.60 million from US$191.85 million, and the company moved from a US$5.28 million net loss to US$12.16 million in net income, highlighting a marked improvement in profitability. We’ll now examine how this shift to...
NasdaqGS:EZPW
NasdaqGS:EZPWConsumer Finance

EZCORP (EZPW) Is Getting Attention, But What Is Behind The Latest Focus?

EZCORP (EZPW) drew fresh investor attention after reporting third quarter results that included record pawn loans outstanding, higher revenues and net income, and expanded operations through acquisitions and new stores in Latin America. See our latest analysis for EZCORP. Despite the strong third quarter update and active M&A pipeline, EZCORP's recent share price momentum has cooled, with the stock down roughly 10% over 30 days and 13% over 90 days. However, the year to date share price...
NYSE:KNSL
NYSE:KNSLInsurance

Is Kinsale Capital Group (KNSL) Fully Valued After Its Dividend Update?

Kinsale Capital Group (KNSL) declared a quarterly cash dividend of $0.25 per share, payable on September 14, 2026, to shareholders of record as of August 28, 2026. This action highlights its current capital return approach. See our latest analysis for Kinsale Capital Group. Kinsale Capital Group shares trade at US$376.97 after a 30 day share price return of 11.81% and a 90 day share price return of 21.10%. The 1 year total shareholder return declined 16.72%, which suggests that recent...
NYSE:BVN
NYSE:BVNMetals and Mining

Buenaventura (BVN) Stock Could Be Cheap Again On Earnings Value

Compañía de Minas BuenaventuraA stock has turned a very large 5 year gain into a fresh talking point on price, with the current valuation checks flagging it as undervalued on earnings multiples but only a mixed case overall on the broader metrics. For investors, that mix raises the question of whether the long run up has already captured most of the improvement in the fundamentals or if the current level still leaves room based on those multiples. Over 5 years, the share price return is...
NasdaqCM:ASTH
NasdaqCM:ASTHHealthcare

Astrana Health (ASTH) Is Up 10.7% After Raising 2026 Guidance And Doubling Q2 Net Income - Has The Bull Case Changed?

Astrana Health, Inc. reported its second-quarter 2026 results, with net income rising to US$19.74 million from US$9.42 million a year earlier, and issued third-quarter revenue guidance of US$1.00 billion to US$1.03 billion plus full-year 2026 revenue guidance of US$3.80 billion to US$4.10 billion and net income of US$59.00 million to US$74.00 million. Management also highlighted ongoing tuck-in acquisitions to build out Care Delivery capabilities, suggesting that integration execution and...
NYSE:FRT
NYSE:FRTRetail REITs

Federal Realty Investment Trust (FRT) Could Be 9% Undervalued As Guidance And Dividend Rise

Federal Realty Investment Trust (FRT) has drawn fresh attention after revising its 2026 earnings guidance upward and extending its record of consecutive annual dividend increases, supported by recent quarterly results. See our latest analysis for Federal Realty Investment Trust. Against this backdrop of higher 2026 earnings guidance and another dividend increase, Federal Realty Investment Trust’s share price has climbed 20.05% year to date, while its 1 year total shareholder return of 32.33%...
NYSE:UHAL
NYSE:UHALTransportation

What U-Haul Holding (UHAL)'s Margin Squeeze Amid Expansion and Price Lock Strategy Means For Shareholders

U-Haul Holding Company recently reported first-quarter 2026 results showing revenue of US$1.68 billion and net income of US$122.93 million, while continuing to face freight and personnel cost pressures, and it has opened its first company-owned moving and self-storage facility in Hot Springs, Arkansas, employing at least eight local team members. Alongside expanding its retail and self-storage footprint, U-Haul has introduced a 1-Year Storage Price Lock to distinguish itself from competitors...
NYSE:PAY
NYSE:PAYDiversified Financial

Paymentus Holdings (PAY) Following Strong Earnings And Guidance Still Looks Slightly Pricey

Paymentus Holdings (PAY) is in focus after reporting second quarter 2026 earnings on 3 August, alongside new guidance for the third quarter and full year. The update arrived after a strong recent share price run. See our latest analysis for Paymentus Holdings. Paymentus Holdings has attracted attention after a sharp move higher, with a 30 day share price return of 49.19% and a 90 day share price return of 73.76%. The 3 year total shareholder return of 211.60% points to strong longer term...
NYSE:GRC
NYSE:GRCMachinery

Do Gorman-Rupp’s (GRC) Rising Estimates Reveal a Deeper Shift in Analyst Conviction?

Recently, Gorman-Rupp attracted attention after earning a Momentum Style Score of B and a Zacks Rank of #2, alongside upward earnings estimate revisions that signal stronger analyst confidence. The combination of improving earnings expectations and favorable momentum metrics highlights how analyst sentiment can meaningfully influence how investors view Gorman-Rupp’s prospects. Next, we will examine how the upward earnings estimate revisions could shape Gorman-Rupp’s investment narrative for...
NasdaqGM:EYPT
NasdaqGM:EYPTPharmaceuticals

EyePoint (EYPT) Is Up 5.1% After Steep Q2 Revenue Drop And ESOP-Linked Share Offering Filing

EyePoint, Inc. reported past second-quarter 2026 results showing revenue of US$507,000 versus US$5.33 million a year earlier, alongside a net loss of US$94.47 million compared with US$59.43 million, and also weaker performance for the first half of the year. On the same day, the company filed a US$73.71 million shelf registration for 6,315,800 common shares linked to an ESOP-related offering, highlighting both funding needs and an ongoing focus on employee ownership. Against this backdrop,...
NasdaqGS:GO
NasdaqGS:GOConsumer Retailing

Grocery Outlet (GO) Stock Jumps On Early Turnaround Signs And Debt Risk

Grocery Outlet investors woke up to a stock that jumped about 6% to US$10.80, even though the business is still carrying a loss over the past year. The spark was Q2, where adjusted earnings per share of US$0.20 and adjusted EBITDA of about US$65.7m landed ahead of the company’s own outlook and hinted at early traction in the turnaround. The market is treating that earnings beat as a sign that the worst may be easing. The key question now is whether this optimism fits a retailer that still...
NYSE:SLG
NYSE:SLGOffice REITs

SL Green Realty (SLG) Loses Worldwide Plaza Management Rights Amid Foreclosure Fight Is the Core Thesis Intact?

SL Green Realty recently lost property management of the 49-story Worldwide Plaza office tower in Midtown Manhattan after the property was placed into court-supervised receivership amid foreclosure and legal disputes involving senior lenders and Extell Development. This change hands day-to-day control of a high-profile asset to Cushman & Wakefield and underscores ongoing operational and legal pressures in SL Green’s core New York office portfolio. We’ll now examine how losing Worldwide...