U.S. Stock News

In February 2026, LuxExperience B.V. reported second-quarter sales of €646.92 million and a net loss of €12.64 million, while also updating full-year 2026 guidance to target GMV between €2.5 billion and €2.7 billion under its ongoing transformation plan. The combination of strong year-on-year sales growth and tighter guidance ranges highlights management’s confidence in executing its operational overhaul despite continued losses. With LuxExperience tightening full-year GMV guidance, we’ll...

Illinois Tool Works Inc. recently reported fourth-quarter 2025 results showing higher sales of US$4,093 million and net income of US$790 million year-on-year, while also detailing full-year 2025 performance and share repurchases totaling US$3.01 billions since August 2023. In addition, the company declared a first-quarter 2026 dividend of US$1.61 per share, equivalent to US$6.44 on an annualized basis, underscoring its continued emphasis on returning cash to shareholders through both...

Crane (CR) is back in focus after a quarterly operating update that detailed segment performance, manufacturing efficiency, and a routine distribution announcement, prompting investors to reassess the stock following a strong multiyear total return profile. See our latest analysis for Crane. At a share price of $200.52, Crane’s 90 day share price return of 11.72% and year to date share price return of 6.93% sit alongside a 1 year total shareholder return of 17.54% and very strong multi year...

Exelixis recently reported past fourth-quarter 2025 revenue of US$598.66 million and net income of US$244.53 million, with full-year 2025 revenue of US$2.32 billion and net income of US$782.57 million, alongside higher basic and diluted earnings per share from continuing operations versus the prior year. At the same time, the FDA accepted Exelixis’s New Drug Application for zanzalintinib plus atezolizumab in previously treated metastatic colorectal cancer, signaling regulatory progress that...

Relay Therapeutics recently announced that the U.S. FDA granted Breakthrough Therapy designation to its PI3Kα inhibitor zovegalisib (RLY-2608) in combination with fulvestrant for adults with PIK3CA‑mutant HR+/HER2‑ locally advanced or metastatic breast cancer after CDK4/6 inhibitor treatment, supported by Phase 1/2 ReDiscover trial data and an ongoing Phase 3 study. This regulatory milestone not only accelerates FDA feedback and review timelines but also highlights zovegalisib’s potential...

Blackbaud (BLKB) has just reported a return to profitability for both the fourth quarter and full year 2025, achieved its Rule of 40 goal earlier than planned, and issued new revenue guidance for 2026. See our latest analysis for Blackbaud. Despite the earnings rebound and early Rule of 40 achievement, Blackbaud’s recent share price performance has been weak, with a 30 day share price return showing an 11.54% decline and a 1 year total shareholder return showing a 38.56% loss. This suggests...

If you are looking at Louisiana-Pacific and asking whether the current share price lines up with the underlying business, you are in the right place. The stock closed at US$93.62, with a 5.0% decline over the last 7 days, a 0.5% return over 30 days, a 14.5% return year to date, and returns of a 15.7% decline over 1 year, 50.3% over 3 years, and 110.4% over 5 years. These mixed returns hint that the market has been reassessing both the potential and the risks around Louisiana-Pacific. To...

In early February 2026, Atmos Energy shareholders approved extensive amendments to the company’s charters and bylaws, including lifting authorized common shares to 400 million and updating rules on director elections, officer liability, indemnification, meeting procedures, and legal forums. These governance changes, together with the board’s alignment on modernized bylaws, give Atmos Energy greater flexibility for future capital raising and corporate actions while tightening legal and...

If you are wondering whether DRDGOLD's share price still reflects fair value after its recent run, this article walks through the key valuation checks to help you frame that question clearly. The stock last closed at US$35.65, with a 1.6% return over 7 days, a 1.6% decline over 30 days and returns of 17.6% year to date, 251.3% over 1 year, 412.2% over 3 years and 327.9% over 5 years. Recent coverage has focused on DRDGOLD's share price performance and how investors are reacting to changes in...

StandardAero (SARO) has completed and delivered its first CFM LEAP engine performance restoration shop visit at its San Antonio facility. This marks a milestone that broadens its LEAP aftermarket offering for a growing global customer base. See our latest analysis for StandardAero. At a share price of $30.57, StandardAero has a 90 day share price return of 24.83% and a 1 year total shareholder return of 15.01%, suggesting recent momentum has strengthened after some near term softness. If this...

If you are wondering whether Greif is still reasonably priced after its recent run, you are not alone. This article will focus squarely on what you might be paying for each dollar of the business. The stock last closed at US$76.82, with returns of 3.5% over 7 days, 6.8% over 30 days, 12.2% year to date, 30.2% over 1 year, 18.4% over 3 years and 90.6% over 5 years. This naturally raises questions about how much value is already reflected in the price. Recent coverage of Greif has highlighted...

Constellation Brands (NYSE:STZ) has appointed Nicholas Fink as its new CEO, succeeding Bill Newlands. Newlands will remain with the company in an advisory capacity during the leadership transition. Fink previously held senior roles at Fortune Brands Innovations and Suntory Global Spirits. Constellation Brands, the owner of a broad portfolio of beer, wine and spirits labels, operates in a highly competitive consumer beverages market where brand strength and distribution relationships are...

If you are wondering whether Radian Group at around US$32.82 is offering good value or not, this article is going to focus squarely on what the current price might mean for long term investors. The stock is roughly flat over the last 7 days at 0.2%, slightly lower over the past month with a 0.9% decline, and shows longer term returns of 3.2% over 1 year, 60.7% over 3 years, and 88.6% over 5 years. Recent coverage around Radian Group has mainly centered on its position in the US mortgage...

What recent returns say about NewMarket With no single headline event setting the tone, NewMarket (NEU) has been moving under the radar. The stock has shown a 0.7% decline over the past day and weaker performance over the past week. See our latest analysis for NewMarket. Beyond the latest 0.7% daily share price decline, NewMarket’s recent 7 day and 90 day share price returns of 17.0% and 21.1% point to fading short term momentum. At the same time, 1 year and 3 year total shareholder returns...

Two Harbors Investment Corp. recently reported fourth-quarter 2025 results, with net income falling to US$11.72 million and a basic loss per share from continuing operations of US$0.02, compared with basic earnings per share of US$2.54 a year earlier. For the full year 2025, the company moved from net income of US$298.17 million to a net loss of US$454.30 million, underscoring a sharp swing in profitability that reframes how investors may view its risk and return profile. Against this...

Devon Energy recently reported that its February 17, 2026 earnings release showed earnings per share down more than 30% year over year, alongside an 8.52% revenue decline and a shift toward higher gas revenues but lower oil revenues. This combination of weaker earnings and a changing oil-gas revenue mix has prompted analysts to reassess their expectations and trim earnings forecasts. Next, we’ll consider how these weaker near-term earnings expectations and downward estimate revisions affect...

Zions Bancorporation, N.A. recently priced and settled a US$500,000,000 fixed‑to‑floating rate senior notes offering due February 9, 2029, with a 4.483% fixed coupon to February 2028 and a subsequent Compounded SOFR plus 1.055% floating rate. The bank plans to use the proceeds to pay down short‑term borrowings while a receive‑fixed hedge converts the new debt cost to floating, reshaping its interest rate risk profile. We’ll now examine how this US$500,000,000 senior notes issuance and...

Galecto, Inc. recently completed a follow-on public offering of common stock, issuing 16,644,737 shares and raising approximately US$316.3 million before fees, with Jefferies, Leerink Partners, Evercore ISI and Guggenheim Securities acting as joint book-running managers. Alongside this offering, Galecto filed a mixed shelf registration of up to US$150 million, giving the company additional flexibility to issue various securities over time to support its pipeline in blood cancers and fibrotic...

If you are wondering whether Vertiv Holdings Co is still attractively priced after its run, you are not alone. The stock has become a regular talking point for valuation focused investors. Vertiv's share price closed at US$234.53, with returns of 16.1% over the past week, 32.6% over the past month and 33.6% year to date. The 1 year gain stands at 117.4%, and the 3 year and 5 year returns are very large in percentage terms. Recent coverage around Vertiv has focused on its role in critical...

Klaviyo (NYSE:KVYO) is expanding rapidly in the enterprise market, with a sharp rise in high-value customers. The company is rolling out advanced AI agents that support more autonomous customer experiences. Doubled million dollar ARR accounts and growing enterprise adoption suggest a meaningful shift in its business mix. Klaviyo, known for its marketing automation and customer data platform tools, is pushing further into larger enterprise accounts as retailers and brands seek more automated...

Fourth quarter results and buybacks in focus Marathon Petroleum (MPC) reported fourth quarter 2025 revenue of US$33,422 million with net income of US$1,535 million, alongside continued share repurchases that reduced the share count during the period. See our latest analysis for Marathon Petroleum. The latest quarterly results and ongoing repurchases appear to have supported sentiment, with a 1-month share price return of 15.73% and a year to date share price return of 23.08%. The 5-year total...

On February 16, 2026, Centerspace released its fourth-quarter results, following earlier expectations for an earnings-per-share improvement and upwardly revised revenue forecasts. The earnings release sharpened focus on the trade-off between improving analyst expectations and ongoing balance sheet pressures, including high leverage and low interest coverage. Now, we'll examine how Centerspace's fourth-quarter earnings expectations amid ongoing leverage concerns may influence the company's...

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

The nCino, Inc. ( NASDAQ:NCNO ) share price has fared very poorly over the last month, falling by a substantial 33...