U.S. Stock News

If you are wondering whether Sandisk at US$1,406.32 is still reasonably priced after a very strong run, the key question is how that price stacks up against its fundamentals and future cash flows. The stock has posted a 40.3% return over the last 7 days, 100.4% over the last 30 days and 410.9% year to date, with a 1 year return that is more than 40x. Recent coverage has focused on Sandisk's sharp share price moves and what they might signal about changing expectations for the business...

In April 2026, SoundHound AI announced that Casey’s renewed and expanded their long-standing partnership, rolling out SoundHound’s voice AI ordering agents across more than 2,600 stores after handling over 21 million guest interactions and millions of food orders. This deepening collaboration highlights how enterprise customers are operationalizing voice AI at scale, using automated ordering to reduce missed calls, streamline kitchens, and free staff for in-store service. Next, we’ll...

Texas residents have filed a class-action lawsuit against MARA Holdings over alleged health and property impacts from its Granbury bitcoin mining facility. Plaintiffs claim persistent noise and vibrations from the site have affected daily life and contributed to concerns about property values. This is the fourth legal action targeting the same facility in under two years, highlighting rising local pushback to bitcoin mining activity. MARA Holdings, traded as NasdaqCM:MARA, now faces fresh...

Goldman Sachs Group (NYSE:GS), Anthropic, Blackstone, and Hellman & Friedman are forming a new AI native enterprise services firm. The company will use frontier AI solutions, including Anthropic's Claude, to support mid sized and portfolio businesses across sectors such as healthcare, manufacturing, and financial services. The partnership aims to integrate advanced AI directly into day to day operations for a wide range of enterprises. Goldman Sachs Group, trading at around $918.89, is...

RLJ Lodging Trust (RLJ) opened Q1 2026 with revenue of US$340.0 million and basic EPS of a US$0.04 loss, while trailing twelve month revenue stood at about US$1.4 billion and basic EPS was broadly around breakeven at a US$0.01 loss. Over recent quarters the company has seen quarterly revenue move between about US$328.3 million and US$362.9 million, with basic EPS ranging from a profit of US$0.15 per share to a loss of US$0.07 per share, setting the scene for a mixed margin picture. For...

In the first quarter of 2026, Labcorp Holdings Inc. reported revenue of US$3,537.6 million and net income of US$277.8 million, with basic earnings per share from continuing operations rising to US$3.37 year over year. Alongside raising its full-year 2026 revenue outlook, Labcorp continued returning capital to shareholders through a long-running buyback program and expanded its oncology testing capabilities with nationwide access to an FDA-approved companion diagnostic for KEYTRUDA-based...

Service Corporation International (SCI) shares were in focus after the company reported first quarter 2026 earnings, with revenue broadly aligned with forecasts but earnings per share pressured by lower funeral service volumes. See our latest analysis for Service Corporation International. The Q1 update appears to have met expectations on revenue while raising some questions around earnings quality. That mix is reflected in the share price, with a 7 day share price return of 7.94% and a 30...

Atlas Energy Solutions (AESI) stock is reacting to first quarter 2026 earnings, where revenue was US$265.58 million and the company reported a net loss of US$47.26 million, partly linked to severe winter weather. See our latest analysis for Atlas Energy Solutions. Despite the first quarter loss, Atlas Energy Solutions’ 1-day share price return of 8.28% and year to date share price return of 97.74% at US$19.22 suggest strong recent momentum, while the 1-year total shareholder return of 59.02%...

In April 2026, Howmet Aerospace Inc. declared a US$0.12 per-share cash dividend on its common stock, payable on May 26, 2026, to shareholders of record as of May 8, 2026. This dividend affirmation comes as analysts project higher earnings and revenue for Howmet, reflecting confidence in the company’s operational momentum and cash-generation capacity. Next, we’ll examine how the affirmed dividend alongside upgraded earnings expectations influences Howmet Aerospace’s broader investment...

Mechanics Bancorp (NasdaqGS:MCHB) has completed a major integration step by converting legacy HomeStreet customers onto its core banking platform. The company plans to divest its Dusk business line for $130 million, with the transaction expected to close in Q2. Mechanics Bancorp also announced an intended special dividend of about $0.70 per share, subject to regulatory and board approval. The integration is expected to substantially complete in the coming quarter and is anticipated to...

What Jack Henry & Associates Stock's Recent Slide Means for Investors Jack Henry & Associates (JKHY) has seen its stock under pressure recently, with returns of 2.1% over the past day, 2.3% over the past week and a 5.2% decline over the past month. Over the past 3 months, the stock is down 14.1%, with a year to date drop of 16.3% and a 1 year total return of 12%. Against that backdrop, investors are looking more closely at its current valuation and business mix. See our latest analysis for...

Recent commentary has highlighted BOK Financial’s sluggish long-term revenue growth of about 2.5% annually and weaker net interest income and margins compared with many banks, raising questions about the strength of its core lending business. An interesting takeaway is that, despite earlier optimism around diversification and regional expansion, analysts are now emphasizing how underperforming interest margins may be undermining the quality benchmarks they use to compare BOK Financial with...

WaFd stock performance snapshot WaFd (WAFD) has attracted investor attention after recent share price movement, with the stock closing at $35.51 and showing mixed returns over the past week, month and past 3 months. See our latest analysis for WaFd. That latest move takes WaFd’s 30 day share price return to 11.63% and year to date share price return to 10.52%, while the 1 year total shareholder return of 29.56% points to momentum that has been building rather than fading. If you are comparing...

Payment technology company Marqeta (NASDAQ: MQ) recently reported earnings after the bell, following market expectations for around 18.2% year-on-year revenue growth, roughly in line with the prior year’s pace. Investors have been particularly focused on Marqeta’s history of outperforming Wall Street forecasts, which has heightened interest in how this latest report compares with past surprises. We’ll now examine how anticipation around Marqeta’s expected revenue growth and earnings surprise...

Belden stock performance in context Belden (BDC) has traded around $112.01 at the last close, with returns mixed across recent periods as the stock shows a small gain over the past year but a decline over the past 3 months. See our latest analysis for Belden. Short term momentum has softened, with a 7 day share price return of a 12.35% decline and a 90 day share price return of a 12.31% decline, while the 5 year total shareholder return of 120.20% reflects a stronger long term outcome. If you...

Earnings trigger puts Expro Group Holdings (XPRO) under closer investor review Expro Group Holdings (XPRO) reported first quarter 2026 results with sales of US$367.57 million versus US$390.87 million a year earlier, and a net loss of US$1.03 million versus prior net income. See our latest analysis for Expro Group Holdings. That earnings shift comes after a strong share price run, with a year to date share price return of 30.79% and a 1 year total shareholder return of 131.99%. However, the 3...

Dividend and crypto trading moves put Schwab in focus Charles Schwab (SCHW) is drawing attention after declaring a regular quarterly dividend and preferred stock payouts, while also moving to let clients trade crypto directly on its platform. Those decisions come alongside strong first-quarter results, a reported 16% rise in net revenue year over year, and US$4.58 billion of stock buybacks over the past twelve months, giving investors several angles to reassess the stock. See our latest...

LKQ Corporation has already reported its first-quarter 2026 results, with sales rising to US$3,469 million while net income fell to US$79 million, alongside a reaffirmed adjusted earnings outlook and a maintained quarterly dividend of US$0.30 per share. These mixed results come as LKQ faces multiple securities class actions tied to its Uni-Select/FinishMaster acquisition and lowers full-year GAAP earnings guidance, even as it pursues portfolio simplification and a board-led strategic...

Cinemark Holdings (CNK) is back in focus after reporting first quarter 2026 results, with revenue of US$643.1 million and a net loss of US$6.4 million, reflecting stronger box office activity and narrower losses. See our latest analysis for Cinemark Holdings. The earnings release and recent analyst commentary have triggered some volatility, with a 7.7% 7 day share price return decline and a 1 year total shareholder return of 11.3% decline contrasting with a 61.7% gain over three years. This...

Earnings beat and higher guidance put Woodward (WWD) in focus Woodward (WWD) is back on investor radar after reporting higher second quarter and first half fiscal 2026 sales and net income, while also lifting full year sales growth guidance. See our latest analysis for Woodward. Recent news around higher full year sales growth guidance, new MRO partnerships on next generation aircraft and the acquisition of Valve Research & Manufacturing has arrived alongside a 1 year total shareholder return...

Why Pershing Square Is Getting Attention Now Pershing Square (PS) has drawn fresh interest after its recent trading session, where the stock closed at $32.97. For readers tracking alternative asset managers, the move offers a new reference point for assessing the company. See our latest analysis for Pershing Square. The 3.62% one day share price decline to US$32.97 comes after a strong year to date share price return of 36.24%, which suggests recent momentum has cooled slightly even as longer...

Why Terex (TEX) stock is back in focus after Q1 earnings Terex (TEX) moved back onto investor watchlists after first quarter 2026 results topped revenue and earnings estimates, supported by a record US$7.1b backlog and reaffirmed full year sales and EBITDA guidance. See our latest analysis for Terex. The Q1 beat and reaffirmed guidance came after a mixed few months for the stock, with a 10.69% year to date share price return but a 5.20% decline over 90 days. The 1 year total shareholder...

In late April 2026, Martin Marietta Materials reported first-quarter 2026 sales of US$1,362 million, a very large increase in net income driven by the Quikrete asset exchange gain, and reaffirmed full-year 2026 revenue guidance of US$7,000 million to US$7,320 million alongside net earnings from continuing operations guidance of US$1,062 million to US$1,168 million. At the same time, the company advanced its aggregates-focused transformation with the Quikrete asset exchange, the planned...

In the first quarter of 2026, Weyerhaeuser Company reported net income of US$156 million, up from US$83 million a year earlier, helped by gains from selling non-core Virginia timberlands, a major conservation easement transaction, and an insurance recovery. Beneath the headline profit increase, the company’s adjusted EBITDA jumped very strongly as new wood products, expanded distribution facilities, and the Strategic Land Solutions segment helped offset softer pricing and volumes in parts of...