U.S. Stock News

NYSE:JXN
NYSE:JXNDiversified Financial

Jackson Financial Q1 EPS Loss Deepens Challenging Bullish Margin Narratives

Jackson Financial's Q1 2026 Numbers Set the Stage for a Margin Story Jackson Financial (JXN) has opened 2026 with Q1 revenue of about US$2.9 billion and a basic EPS loss of US$6.24, alongside a trailing twelve month EPS loss of US$5.94 and net income loss of US$417 million. The company has seen quarterly revenue range from US$245 million in Q4 2024 to US$3.8 billion in Q1 2025. Basic EPS has swung between a profit of US$4.50 in Q4 2024 and the current Q1 2026 loss, which puts investor...
NasdaqGS:AZTA
NasdaqGS:AZTALife Sciences

Azenta (AZTA) Quarterly Loss Of US$157 Million Reinforces Bearish Margin Narratives

Azenta (AZTA) has put a tough quarter on the table, with Q2 2026 revenue of US$144.8 million and a basic EPS loss of US$3.41, alongside net income from continuing operations showing a loss of US$157.0 million. The company has seen quarterly revenue move from US$143.4 million in Q2 2025 to US$158.0 million in Q4 2025 and then to US$144.8 million in Q2 2026. EPS has swung from a loss of US$0.40 in Q2 2025 to a profit of US$1.12 in Q4 2025 and back to a loss of US$3.41 in the latest quarter,...
NasdaqGS:RIGL
NasdaqGS:RIGLBiotechs

Rigel Pharmaceuticals (RIGL) Q1 EPS Compression Tests Bullish High‑Earnings Narrative

Rigel Pharmaceuticals (RIGL) opened 2026 with Q1 revenue of US$58.8 million and basic EPS of US$0.47, alongside trailing 12‑month revenue of US$299.8 million and basic EPS of US$20.08, set against very large year over year earnings growth and higher net profit margins in the latest trailing figures. Over recent quarters the company has seen revenue move from US$57.6 million in Q4 2024 to US$53.3 million in Q1 2025, US$101.7 million in Q2 2025, US$69.5 million in Q3 2025 and US$69.8 million in...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

Duolingo (DUOL) Q1 Margin Strength Tests Bullish Profit Sustainability Narratives

Q1 2026 earnings snapshot Duolingo (DUOL) opened 2026 with Q1 revenue of US$292.0 million and basic EPS of US$0.93, setting the tone for the latest results at a share price of US$105.02. Over the past year, the company has seen revenue move from US$230.7 million in Q1 2025 to US$292.0 million in Q1 2026, while basic EPS shifted from US$0.78 to US$0.93, against a trailing twelve month EPS figure of US$9.14. With trailing net profit margins now framed by a much higher earnings base, the story...
NYSE:MCY
NYSE:MCYInsurance

Mercury General (MCY) Wildfire Combined Ratio Swings Challenge Underwriting Stability Narratives

Mercury General (MCY) closed out FY 2025 with Q4 revenue of US$1.5 billion and basic EPS of US$3.66, supported by trailing twelve month revenue of US$6.0 billion and EPS of US$9.77. Over the past few quarters, revenue has moved from US$1.39 billion in Q1 2025 to US$1.54 billion in Q4 2025, while quarterly EPS has ranged from a loss of US$1.96 in Q1 2025 to a high of US$5.06 in Q3 2025. These figures provide context for investors assessing recent net income of US$202.5 million alongside a more...
NYSE:STWD
NYSE:STWDMortgage REITs

What Starwood Property Trust (STWD)'s FIP Acquisition and Dilution Concerns Mean For Shareholders

In recent days, analyst reports from JPMorgan and BofA Securities reassessed Starwood Property Trust following its Fundamental Income Partners acquisition and ongoing sector headwinds in commercial real estate finance. While highlighting higher interest rates and potential dilution as near-term challenges, the commentary also underscored that Starwood’s lending pipeline and capital deployment activity remain meaningfully engaged, keeping institutional attention on the REIT. Next, we’ll...
NYSE:ACM
NYSE:ACMConstruction

Is New Army Corps PFAS Cleanup Contract Altering The Investment Case For AECOM (ACM)?

In April 2026, AECOM announced it had been selected for a multiple-award environmental services contract by the U.S. Army Corps of Engineers’ Baltimore District, enabling it to provide remediation and mitigation services for hazardous contaminants across the contiguous United States, Hawaii, Alaska, and Puerto Rico. This award highlights AECOM’s specialized PFAS and complex environmental remediation capabilities, integrating expertise from biologists to health physicists to address...
NYSE:LDOS
NYSE:LDOSProfessional Services

Leidos Holdings (LDOS) Net Margin Near 8.2% Tests Slower Earnings Growth Narratives

Leidos Holdings (LDOS) opened 2026 with Q1 revenue of US$4.4b and basic EPS of US$2.60, alongside trailing 12 month revenue of US$17.3b and EPS of US$11.13 that sit against a 8.2% net margin, up from 7.9% a year earlier. Over the past year, earnings growth of 6.1% has run below the five year average of 18.1%. This puts more weight on how investors read the balance between steady profit generation and the current margin profile. Overall, the latest numbers point to a business where...
NasdaqCM:NUTX
NasdaqCM:NUTXHealthcare

Nutex Health (NUTX) Is Up 5.1% After Strong Q1 Results And New Buyback Plan - What's Changed

Nutex Health reported past first-quarter 2026 results on April 30, with revenue of US$216.49 million and net income of US$46.81 million, lifting both basic and diluted earnings per share from continuing operations versus a year earlier. Alongside these results, the company announced a second US$25.00 million share repurchase program and a shift toward directly developing new hospital facilities, signaling a material change in how it funds and expands its footprint. We’ll now examine how...
NYSE:AU
NYSE:AUMetals and Mining

Is It Too Late To Consider AngloGold Ashanti (NYSE:AU) After 136% One Year Surge?

Wondering whether AngloGold Ashanti at around US$98.60 is still offering value after a strong run, or if most of the easy gains are already behind it. The stock has been volatile recently, with a 9.0% return over the last 7 days, a 2.8% decline over 30 days, a 15.2% return year to date, and a 136.0% return over the last year, alongside very large multi year gains of around 3x over 3 years and nearly 4x over 5 years. Recent coverage has focused on AngloGold Ashanti's position within the...
NYSE:FERG
NYSE:FERGTrade Distributors

Ferguson (FERG) Q1 2026 Margin Gains Test Bullish Earnings Narratives

Ferguson Enterprises Q1 2026 headline numbers Ferguson Enterprises (FERG) opened fiscal Q1 2026 with revenue of about US$7.5b and basic EPS of US$2.13, setting a clear marker for how the business is starting the new financial year. The company has seen quarterly revenue move from roughly US$7.2b in Q1 2025 to about US$7.5b in Q4 2025 and then US$7.5b in Q1 2026. Basic EPS has shifted from US$1.74 to US$1.99 and then US$2.13 over the same periods, giving investors a view on how earnings are...
NYSE:RRX
NYSE:RRXElectrical

A Look At Regal Rexnord (RRX) Valuation As CEO Transition And Q1 Earnings Expectations Draw Focus

Why Regal Rexnord’s leadership change and upcoming earnings matter now Regal Rexnord (RRX) has drawn fresh attention after the board named Aamir Paul as incoming CEO by July 2026 and investors look ahead to Q1 results, where the market expects a return to revenue growth. See our latest analysis for Regal Rexnord. The recent 4.21% 1 day share price return and 24.84% 30 day share price return, on top of a 79.77% 1 year total shareholder return, suggest momentum has been building as investors...
NasdaqGS:MCHP
NasdaqGS:MCHPSemiconductor

A Look At Microchip Technology (MCHP) Valuation After Its Recent Share Price Surge

Microchip Technology (MCHP) has drawn attention after a strong run over the past month, with the stock up 50.1%, alongside full year revenue of US$4.37b and a reported net loss of US$154.4m. See our latest analysis for Microchip Technology. Beyond the past month’s surge, Microchip Technology’s share price has a 7 day share price return of 16.9% and a year to date share price return of 51.4%. The 1 year total shareholder return of 114.7% points to strong recent momentum. If this kind of move...
NYSE:JBTM
NYSE:JBTMMachinery

JBT Marel (JBTM) Quarterly Profit Of US$53.1m Tests Bearish Loss-Narrative

JBT Marel (JBTM) has just put fresh numbers on the table for Q1 2026, coming off Q4 2025 revenue of about US$1.0 billion and basic EPS of US$1.02, against a trailing twelve month picture that includes a basic EPS loss of US$0.96 on US$3.8 billion of revenue. Over the past few quarters, the company has seen quarterly revenue move from US$453.8 million in Q3 2024 to US$854.1 million in Q1 2025 and then to roughly US$1.0 billion by Q4 2025. EPS swung from US$1.19 in Q3 2024 to a loss of US$3.35...
NYSE:NRG
NYSE:NRGElectric Utilities

Is It Time To Revisit NRG Energy (NRG) After Its Strong Five Year Share Price Gain

With NRG Energy last closing at US$150.64, this article looks at whether the stock is still priced for opportunity or already reflects most of its story, and what that may mean for you as an investor. The stock has returned 1.1% over the last 7 days and 0.6% over the last 30 days, with a year-to-date decline of 9.3% and a 28.4% return over the last year, alongside a very large gain over 5 years. Recent coverage has focused on NRG Energy's position within the US utilities sector and how its...
NYSE:VG
NYSE:VGOil and Gas

Venture Global’s CP2 Progress And New Deals Reshape Risk Reward Profile

Venture Global (NYSE:VG) has taken a final investment decision on Phase 2 of its CP2 LNG project and secured project financing, reducing construction and cash flow risks. The company reached a commercial settlement with Edison related to Calcasieu Pass arbitration, addressing an outstanding legal dispute. Venture Global signed a new binding LNG purchase agreement with Vitol for five years starting in 2026. For investors watching US LNG developers, Venture Global sits at the intersection of...
NYSE:FND
NYSE:FNDSpecialty Retail

Is It Time To Reconsider Floor & Decor (FND) After A 30% One Year Share Price Drop

If you are wondering whether Floor & Decor Holdings at around US$51 a share is attractively priced or a potential value trap, the starting point is understanding how the current market price lines up against different measures of value. The stock has recently moved 7.0% over the last week and 3.3% over the last month, while the year to date return sits at a 19.0% decline and the 1 year return at a 30.5% decline, which may catch the eye of investors weighing up risk and recovery...
NYSE:ROG
NYSE:ROGElectronic

Assessing Rogers' Valuation After Q1 Earnings Beat And Optimistic Sales Guidance

Rogers (ROG) just posted first quarter results that met revenue expectations and beat non GAAP earnings estimates, then followed up with second quarter sales guidance that pointed to higher demand and supported a positive market reaction. See our latest analysis for Rogers. The recent results sit against a strong rebound in the stock, with a 30.98% 1 month share price return and a 50.24% year to date share price return, while the 1 year total shareholder return of 119.61% contrasts with...
NYSE:TMO
NYSE:TMOLife Sciences

Is It Time To Reassess Thermo Fisher Scientific (TMO) After This Year’s Share Price Slide

If you are wondering whether Thermo Fisher Scientific at around US$472.95 is genuinely good value or just pricing in high expectations, the starting point is to look closely at what the current valuation is really saying. The stock has returned 1.4% over the last 7 days, a 3.1% decline over the last 30 days, a 20.2% decline year to date, but a 16.4% gain over the last year, which gives a mixed picture of sentiment and risk appetite over different time frames. Recent headlines have focused on...
NYSE:IT
NYSE:ITIT

Gartner (IT) Margin Reset To 11.2% Reinforces Bearish Profitability Narratives

Gartner (IT) has put fresh numbers on the board for Q1 2026, reporting revenue of US$1.5b and basic EPS of US$3.19 off net income of US$222.3m, setting the tone for how you might think about the rest of the year. Over recent quarters the company has seen revenue move between US$1.5b and US$1.8b, while quarterly EPS has ranged from US$0.47 to US$5.14, providing a clear view of how earnings power has fluctuated into this latest print. With trailing net margins now sitting well below last year’s...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

Is It Too Late To Consider SoFi Technologies (SOFI) After Its Volatile Share Price Swings?

If you are wondering whether SoFi Technologies at around US$16.30 is starting to look expensive or still offers value, it helps to step back and look at what the recent price action and fundamentals are really saying. The stock has seen mixed returns, with a 5.0% move over the last 7 days, 0.2% over 30 days, a 40.6% decline year to date, and a 25.3% return over the past year. These shifts can change how investors think about both its growth potential and risk. Recent coverage has focused on...
NYSE:EW
NYSE:EWMedical Equipment

Is It Time To Reassess Edwards Lifesciences (EW) After Mixed Returns And Rich P/E Ratio

If you are wondering whether Edwards Lifesciences at around US$83.20 still offers value, the key question is how its current price stacks up against what the business may be worth. The stock has returned 2.4% over the past week and 2.5% over the past month, with a 10.9% return over the last year but a year to date return of 2.5% decline and softer 3 year and 5 year returns of 6.4% and 4.9% declines. Recent headlines around Edwards Lifesciences have focused on its role in the broader medical...
NasdaqGS:RMBS
NasdaqGS:RMBSSemiconductor

Rambus (RMBS) Valuation Check After New PCIe 7.0 Switch IP Launch

Rambus (RMBS) has drawn fresh attention after launching a PCIe 7.0 Switch IP with Time Division Multiplexing, aimed at addressing bandwidth, latency, and scalability needs in AI, cloud, and high performance computing systems. See our latest analysis for Rambus. The PCIe 7.0 Switch IP news lands during a sharp upswing in Rambus’s share price, with a 1 day share price return of 10.20% and a 30 day share price return of 41.01%. The 1 year total shareholder return is very large, suggesting...
NasdaqGS:NVAX
NasdaqGS:NVAXBiotechs

Why Novavax (NVAX) Is Up 17.4% After Q1 2026 Revenue Plunge And Profit Swing To Loss

Novavax, Inc. has reported past first-quarter 2026 results showing revenue of US$139.51 million, down sharply from US$666.66 million a year earlier, and a net loss of US$9.49 million compared with prior net income of US$518.65 million. The swing from earnings per share of US$3.22 to a basic loss of US$0.06 highlights how quickly Novavax’s profitability profile has shifted as its business mix changes. Next, we’ll examine how this sharp year-on-year revenue drop and move into loss-making...