U.S. Stock News

DNOW Inc. reported fourth-quarter 2025 sales of US$959 million, up from US$571 million a year earlier, but swung from a US$23 million profit to a US$147 million net loss, contributing to a full-year 2025 loss of US$89 million despite higher annual sales. The results highlight the complex impact of DNOW’s November 2025 merger with MRC Global, where record full-year EBITDA of US$199 million and accelerated cost synergies coincided with ERP integration issues, a completed US$36.77 million...

Why insiders are buying Conduent stock after recent EBITDA progress Recent insider share purchases at Conduent (CNDT), including buying by the CEO and a director, have drawn attention as the company reports higher full year 2025 adjusted EBITDA and improved margins despite lower revenue. See our latest analysis for Conduent. The insider buying comes after a sharp move in the 1 day share price return of 11.19% and a 7 day gain of 3.58%, although the 1 year total shareholder return of 57.6% and...

Caris Life Sciences: Event Context and Recent Share Performance Caris Life Sciences (CAI) has drawn investor attention recently as its share price has moved from a last close of US$19.53 while posting negative returns over the past week, month, and past 3 months. See our latest analysis for Caris Life Sciences. The recent 1 day share price return of a 6.33% decline, alongside a 30 day share price return of a 21.88% decline and year to date share price return of a 27.61% decline, suggests...

Why Axsome’s SUNOSI patent settlement matters for AXSM stock Axsome Therapeutics (AXSM) has settled its SUNOSI patent dispute with Alkem Laboratories, giving Alkem rights to sell a generic version in the US starting in 2040, subject to regulatory approvals. See our latest analysis for Axsome Therapeutics. Axsome’s SUNOSI settlement lands just days before its earnings release on 23 February 2026, at a time when the share price is US$183.72 and recent returns have been mixed, with a 22.2% 90...

SFL Corporation Ltd. declared a quarterly cash dividend of US$0.20 per share, paid on or around March 30, 2026, to shareholders of record as of March 12, 2026, and also reported fourth-quarter 2025 revenue of US$175.51 million alongside a net loss of US$4.65 million. Despite reporting a full-year 2025 net loss of US$26.43 million, SFL sustained its US$0.20 dividend for an 88th consecutive payout, underlining management’s emphasis on ongoing cash returns. We will now examine how SFL’s...

Old National Bancorp recently announced that four directors, including long-serving members reaching the age limit, will retire at the May 2026 annual meeting, while the board has amended its bylaws to allow flexible board sizing and plans to shrink from 16 to 12 members. At the same time, the company raised its quarterly common dividend by 3.6% to US$0.145 per share and affirmed preferred dividends, underscoring an emphasis on capital returns alongside governance changes and ongoing...

Earlier this week, Anthropic launched Claude Code Security, an AI tool that autonomously scans software code for vulnerabilities and suggests targeted fixes, prompting fresh scrutiny of traditional security remediation approaches like those used by Okta. This development highlights how embedding AI-driven security directly into the development workflow could challenge the value proposition of standalone identity and security software platforms. Next, we’ll explore how AI-native security...

Advanced Energy Industries (AEIS) just wrapped up a busy set of updates, combining its fourth quarter and full year 2025 results with fresh first quarter 2026 guidance, ongoing buybacks, and acquisition plans that are drawing investor attention. See our latest analysis for Advanced Energy Industries. The earnings beat, active buybacks and management's focus on acquisitions appear to be feeding into strong momentum. A 30 day share price return of 26.33% and a 1 year total shareholder return of...

In February 2026, The Chefs’ Warehouse reported fourth-quarter 2025 sales of US$1,142.56 million, with full-year sales reaching US$4.15 billion and net income of US$72.36 million, while management highlighted strong demand in upscale-casual and higher-end dining channels. Executives also indicated they are actively evaluating accretive, low-risk acquisitions that could complement existing territories and enhance organic growth, while carefully weighing these options against potential share...

Earlier in February 2026, Comstock announced that it had appointed Newmark Group as the exclusive leasing agent for its more than 3.20 million square foot Reston Station and Loudoun Station Class A and Trophy office portfolio in Northern Virginia’s Dulles Corridor. This mandate, alongside Newmark’s recent $415 million refinancing arrangement for a large grocery-anchored retail portfolio, underscores the firm’s role in high-profile, mixed-use and retail assignments across key U.S. markets. We...

Ocular Therapeutix (OCUL) is back in focus after releasing topline SOL-1 Phase 3 data for Axpaxli in wet age-related macular degeneration, a clinically positive update that nonetheless triggered a sharp negative reaction in the share price. See our latest analysis for Ocular Therapeutix. The latest Axpaxli readout has come after a volatile stretch, with a 1 day share price return of 10.67% partly offsetting a 30 day share price decline of 24.25% and a year to date share price return of...

TTM Technologies (TTMI) is back on investor radars after a stronger-than-expected earnings report, a raised outlook, and tariff relief, all coinciding with rising interest in its role across defense, aerospace, AI, and 5G hardware. See our latest analysis for TTM Technologies. The latest earnings beat, tariff relief and AI infrastructure tailwinds have all contributed to sharp price momentum, with a 1 day share price return of 7.51%, a 90 day share price return of 66.20%, and a very large 1...

In February 2026, FormFactor announced that director Kevin Brewer will retire from the Board after his current term and will not stand for re-election at the anticipated May 15, 2026 annual meeting, following his tenure on the Audit and Governance and Nominating Committees and a February open-market sale of 3,000 shares. His planned departure, alongside share sales by several directors and executives, comes as FormFactor highlights its role in AI-driven semiconductor testing at industry...

Earlier in February 2026, Ralph Lauren reported a strong fiscal Q3 holiday quarter, with double-digit revenue growth and demand holding up across regions, and management lifted its full-year 2026 constant-currency revenue outlook to high-single to low-double digit growth. These results have reinforced confidence in Ralph Lauren’s ability to sustain its premium positioning while capturing growth through brand strength, product mix and broader geographic reach. We’ll now explore how this...

In February 2026, CNX Resources Corporation priced a US$500,000,000 offering of 5.875% senior unsecured notes due 2034 at par, with subsidiary guarantees, to refinance its 6.000% senior notes due 2029 via a tender offer and conditional redemption. This refinancing effectively extends CNX’s debt maturity profile while slightly lowering its coupon costs, underscoring active balance sheet management and an emphasis on financial flexibility. We’ll now examine how refinancing 6.000% 2029 notes...

Loews Corporation recently completed a US$500 million public offering of 4.940% Senior Unsubordinated Unsecured Notes due April 1, 2036, while also declaring a quarterly dividend of US$0.0625 per common share payable on March 10, 2026. The combination of fresh long-term funding, ongoing share repurchases, and a maintained dividend highlights how Loews is actively managing its capital structure across debt, equity, and cash returns. We’ll now examine how the new 4.940% senior notes offering...

Cardinal Health’s earnings beat and outlook upgrade Cardinal Health (CAH) recently reported quarterly results that exceeded expectations and raised its profit outlook for fiscal 2026, highlighting strong specialty medicine demand, broad-based profit growth, and margin gains from tight cost controls. See our latest analysis for Cardinal Health. Cardinal Health’s latest earnings beat and raised fiscal 2026 outlook have arrived alongside firm share price momentum, with a 30 day share price...

Sysco Corporation recently launched its Home Grown by Sysco pilot program, making about 10,000 locally sourced and artisan products easier to identify and purchase across select U.S. regions and parts of Canada as part of its broader sustainability-focused One Planet One Table assortment. This initiative signals Sysco’s push to formalize and scale local sourcing through improved software and product identifiers, potentially deepening relationships with customers that prioritize regional...

ATI Inc. (NYSE:ATI) has expanded its share repurchase authorization with a new $500 million buyback plan. The additional authorization supports an ongoing multi year repurchase program focused on returning cash to shareholders. The move aligns with ATI's capital allocation priorities and its focus on aerospace and defense end markets. ATI, trading at $158.87, has seen very strong share performance over the past year, with the stock up 173.8%. Returns are also robust over longer horizons,...

Earlier this week, Wedbush analyst Michael Piccolo initiated coverage on Burford Capital with a buy rating, bringing new broker attention to the legal finance specialist. This fresh endorsement from a new research house adds another external view on Burford’s litigation-focused model, potentially broadening institutional awareness of the asset class. Next, we’ll explore how this new bullish analyst coverage might reinforce or test Burford Capital’s existing investment narrative and risk...

In February 2026, SEALSQ and Lattice Semiconductor announced a collaboration to embed TPM-based post-quantum cryptography into select Lattice FPGAs, alongside Lattice’s separate launch of a Cyber Resilience Reference Kit with EXOR International and TrustiPhi to support secure industrial and edge device design. Together, these security-focused partnerships underscore how Lattice is tying its low-power FPGA portfolio more tightly to emerging quantum-safe and cyber resilience requirements in...

In the days leading up to its 24 February 2026 earnings release, Apellis Pharmaceuticals faced expectations of a year-over-year decline in quarterly earnings and revenue, alongside a negative Earnings ESP of 3.07% and increasingly cautious analyst projections. This shift in sentiment, driven by concerns over weaker near-term performance, highlights how quickly earnings expectations can reshape perceptions of Apellis’ long-term prospects. Now, we’ll explore how this weaker earnings outlook...

Celcuity Inc. recently appointed Charles (Chip) R. Romp, a veteran oncology-focused pharmaceutical executive and current CEO of Secura Bio, to its Board of Directors, adding more than 25 years of commercial and sales leadership experience to the company. Romp’s track record helping build commercial franchises for oncology drugs at Seagen and Genentech adds board-level insight that aligns directly with Celcuity’s focus on bringing targeted cancer therapies to market. We’ll now look at how...

Equinix (NasdaqGS:EQIX) has announced that Chief Sales Officer Mike Campbell will retire and move into a Special Advisor role. The transition marks a change in the company’s executive leadership structure focused on sales and customer engagement. For investors watching Equinix at a share price of $928.11, this leadership change comes after a period of solid share price moves, with the stock up 17.3% over the past 30 days and 21.5% year to date. Over longer horizons, Equinix has delivered...