U.S. Stock News

In early August 2026, Casella Waste Systems reported second-quarter sales of US$543.75 million, lower net income of US$3.77 million, and updated full-year 2026 guidance to higher revenues of US$2.09 billion–US$2.11 billion but lower expected net income of US$0–US$6 million, while highlighting ongoing acquisition-driven expansion. The company also disclosed that it had completed five acquisitions year to date with about US$165 million of annualized revenues and is prioritizing smaller tuck-in...

Cerebras Systems just handed investors a sentiment gut check. The stock dropped 11.9% today to about US$231, even though Q2 core revenue reached US$209.9m and doubled year on year. The emotional headline is the swing from a modest Q1 loss to a Q2 net loss of US$450.5m, which jars against the strong revenue story. Coming into this print, Cerebras had delivered a 13.3% gain over the past month and a small positive 7 day return. Today’s reversal appears driven by concern over a potential profit...

Axcelis Technologies earnings update and what it means for investors Axcelis Technologies (ACLS) recently reported second quarter 2026 results and issued third quarter guidance, giving investors fresh detail on revenue trends, profitability and near term expectations for the semiconductor equipment specialist. See our latest analysis for Axcelis Technologies. The latest results and guidance have arrived after a strong run in Axcelis Technologies' share price, with a year to date share price...

ERock stock just jumped 13.3% to US$15.66, and that move highlights how emotional this earnings day has been. Coming into the print, the stock had already climbed over the past month, but the main development is the market treating ERock less like a speculative grid play and more like a company with a concrete growth engine. The headline is simple: a record US$1.7b contracted backlog tied to data centers and utilities coincided with a still deep net loss and negative equity. Today’s move...

MSC Industrial Direct has delivered solid gains over the past five years, yet the stock now screens as expensive, with both the Discounted Cash Flow (DCF) estimate of intrinsic value and market multiples pointing to a premium price tag rather than a clear bargain. MSC Industrial Direct has returned 75.7% over the past five years, which puts extra focus on whether the current share price still lines up with the company’s fundamentals. Expectations for steady cash generation and ongoing demand...

Pelagos Insurance Capital entered this earnings season with a value label on the stock and a profitability comeback in the trailing numbers. The market did not respond positively on the day. The share price fell 6.5% to US$22.75, even though Q2 underwriting landed roughly at break even with a 99.5% combined ratio and book value per share stood at US$26.56. The key issue is margin pressure. Catastrophe and large losses added 27.8 points to the combined ratio and pulled quarterly operating...

First Capital slipped 0.5% to US$65.46 today, a muted reaction for a regional bank that just put another solid earnings line on the table. Quarterly net income from ongoing operations reached US$4.8m on revenue of US$13.9m, with basic earnings per share at US$1.43. The real story sits beyond a single quarter. Trailing twelve month earnings now stand at US$18.5m and the stock trades on a P/E of 11.9x, modestly below peers. This keeps the long term risk reward debate wide open despite the quiet...

Lincoln Financial recently announced that Chief Financial Officer Christopher Neczypor will leave the company after August 2026, with Senior Vice President, Chief Accounting Officer and Treasurer Adam Cohen stepping in as Interim CFO, while the board also affirmed a US$0.45 quarterly cash dividend on common stock and declared dividends on its Series C and Series D preferred shares. The combination of a leadership transition in the finance function and the ongoing commitment to common and...

F&G Annuities & Life, Inc. recently reported second-quarter 2026 results showing revenue of US$1,421 million and a quarterly net loss of US$76 million, while also declaring a US$0.25 per common share dividend and a US$0.859375 preferred dividend for holders of its 6.875% Series A Mandatory Convertible Preferred Stock. Despite the swing to a quarterly loss, F&G’s first-half 2026 net income of US$172 million outpaced the prior year and coincided with parent company FNF highlighting F&G’s...

Hawaiian Electric Industries, Inc. reported second-quarter 2026 results, with sales rising to US$936.86 million and net income to US$123.2 million, while earnings per share from continuing operations increased to US$0.71 from US$0.15 a year earlier. An interesting aspect of these results is the strong year-on-year expansion in profitability, as six-month net income more than tripled to US$153.65 million even though revenue growth was much more modest. With this sharp improvement in quarterly...

Forward Industries stock slipped about 6% to US$4.14 into Friday’s close after its latest earnings, even though the headline story sat in the income statement. The company posted a Q3 net loss of US$69.0m on US$10.8m in revenue, with much of the hit tied to losses and impairments on its Solana holdings and related digital assets. The short term appears challenging. The bigger question for investors now is how long Forward Industries can rely on its Solana treasury model and staking economics...

WhiteFiber came into this earnings print on a strong short term run, with the stock up roughly 17% over the past three months, yet the first trading day after the release saw only a mild pullback of about 1%. That small move masks a much sharper story. Q2 revenue reached roughly US$28.8m while the company still reported a net loss of about US$15.0m and earnings per share of US$0.39 loss. The headline is simple. WhiteFiber is growing fast but the margin squeeze is real and increasingly hard...

Lamar Advertising Company recently reported its second-quarter 2026 results, with sales rising to US$616.75 million and net income reaching US$160.75 million, and also updated full-year 2026 guidance to project net income between US$604,380,000 and US$609,380,000 with diluted EPS of US$5.95 to US$5.99. While year-on-year quarterly earnings improved, the six-month figures show higher revenue but lower net income than the prior year, giving investors a more mixed picture of profitability and...

EnerSys stock jumped 5.7% today, yet the story is not just a relief rally. Investors came in after a 90 day slide of about 16.7%, wondering if the long term thesis around premium power solutions still held up. The headline is that Q1 FY2027 earnings power looked far stronger than the recent share price would suggest. Revenue landed at about US$935.6m while basic earnings per share reached roughly US$3.19. The real hook for you is the profit engine. Net income excluding one offs came in at...

Schneider National stock has delivered a strong 78.9% return over the past five years, yet the current valuation checks flag a mixed picture rather than a clear bargain or clear overpricing. Over five years, Schneider National has returned 78.9%, which puts recent gains front and center when assessing whether the current share price still offers an appealing entry point. Management’s push to use a tighter truckload market to reprice contracts and recoup past cost inflation may support...

Carlisle Companies has nearly doubled shareholders' money over 5 years, yet current valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach both still point to the stock trading at a discount to its estimated worth. A 93.6% return over 5 years indicates that Carlisle Companies has already rewarded long term holders, while also raising the question of how much upside may remain. The recent 14% dividend increase and 50 year track record of annual raises...

Charter Communications (CHTR) is in focus after its Spectrum unit and Optimum agreed to broaden local news distribution and deepen advertising collaboration across key US markets, reshaping how both companies reach viewers and marketers. See our latest analysis for Charter Communications. For investors, the Spectrum and Optimum agreement lands at a time when Charter Communications' short term momentum has improved, with a 22.38% 30 day share price return and an 11.54% 90 day share price...

Tronox Holdings has delivered a 65.3% gain over the past year, yet the stock still screens as undervalued on several checks, which raises questions about how much of that strength is already reflected in the current US$6.00 share price. The 65.3% return over the past year points to strong recent momentum that investors need to weigh against the longer history of weaker multi year returns. Expectations around Tronox Holdings' ability to convert revenue into consistent cash flows can support...

Allot came into this earnings print with a split story. The stock carried a premium P/E of 37.9x versus software peers, yet traded around US$7.93, below one valuation estimate of fair value. A 2.99% rise on the day hints at relief, not euphoria. The headline is profitability with muscle behind it. Allot posted Q2 2026 net income of US$2.6m on revenue of US$27.7m and generated US$8.5m in operating cash flow. For a cybersecurity and networking specialist long treated as a growth promise, this...

QuidelOrtho Corporation recently reported past second-quarter 2026 results, with sales rising to US$630.9 million while net loss narrowed to US$92.9 million, and also reduced its full-year 2026 revenue outlook to a range of US$2.52 billion to US$2.60 billion. While losses have eased year over year, the combination of softer first-half sales and lower full-year guidance highlights ongoing pressure from waning COVID testing demand, product exits, and pricing challenges in key markets. Next,...

Vertex (VERX) has drawn fresh attention after reporting Q2 2026 results with revenue of US$203.97 million and positive net income, updating its revenue guidance, and announcing three senior leadership appointments. See our latest analysis for Vertex. Vertex’s latest results and leadership changes come after a sharp rebound in its share price this week, with a 1-day share price return of 7.76% and a 7-day return of 14.56%. However, the year-to-date share price return is still down 30.27% and...

Madison Square Garden Entertainment just saw its stock drop about 5% to US$84.29, even though the headline from these results is not a collapse in demand but a test of how much investors are willing to pay for growth. The company delivered more than US$1.0b in revenue for FY26 and reported adjusted operating income of US$262m. The real flashpoint is valuation and balance sheet strain. Earnings sit against a P/E around 60x and roughly US$579m of debt, which makes a down day in the share price...

HubSpot’s share price has fallen a long way over the past few years, yet the stock still screens as expensive on several valuation checks. This puts recent price moves under closer scrutiny for investors trying to judge whether the current level makes sense. Over the past 5 years, HubSpot shareholders have seen the stock decline 62.9%, which raises questions about how much of the earlier optimism has unwound in the current price. The recent reset in growth expectations after the latest...

Pilgrim’s Pride recently reported that its earnings are being squeezed by a sharp fall in chicken commodity values, driven by higher production, increased imports, and greater availability of competing proteins such as eggs and pork. Management’s choice to withhold numerical guidance in the face of these margin pressures adds to concerns about a business that already shows modest revenue growth and relatively thin gross margins. Next, we’ll examine how management’s decision to withhold...