U.S. Stock News

NYSE:TWLO
NYSE:TWLOIT

Twilio (TWLO) Q4 EPS Loss Challenges Profitability‑Focused Bull Narrative

Twilio (TWLO) closed FY 2025 with fourth quarter revenue of US$1.37b and basic EPS of a US$0.30 loss, as net income excluding extra items came in at a loss of US$45.85m. Across the year, the company has seen quarterly revenue move from US$1.17b in Q1 to US$1.37b in Q4. Basic EPS ranged from US$0.13 in Q1 to US$0.24 in Q3, before swinging back to a loss in the final quarter. This sets up a mixed but margin-focused story for investors to unpack. See our full analysis for Twilio. With the...
NYSE:EPRT
NYSE:EPRTREITs

Essential Properties Realty Trust (EPRT) FFO Growth Reinforces Predictable Income Narrative

Essential Properties Realty Trust (EPRT) just posted its FY 2025 numbers with fourth quarter revenue of US$149.9 million, basic EPS of US$0.34 and funds from operations of US$108.9 million, giving investors a fresh read on its income producing portfolio. The company has seen quarterly revenue move from US$119.7 million in Q4 2024 to US$149.9 million in Q4 2025, while basic EPS went from US$0.31 to US$0.34 over the same period, with FFO per share stepping from US$0.49 in Q3 2024 to US$0.54 in...
NasdaqGS:HIMX
NasdaqGS:HIMXSemiconductor

Himax Technologies (HIMX) Margin Compression Challenges Bullish Earnings Growth Narrative

Himax Technologies (HIMX) closed FY 2025 with fourth quarter revenue of US$203.1 million and basic EPS of US$0.07, alongside net income of US$6.3 million, setting a clear marker for how the year wrapped up. Over recent periods the company has seen quarterly revenue move from US$237.2 million and EPS of US$0.14 in Q4 2024 to US$215.1 million and EPS of US$0.11 in Q1 2025, US$214.8 million and EPS of US$0.09 in Q2, and US$199.2 million and EPS of US$0.01 in Q3, before landing at the latest Q4...
NYSE:HNGE
NYSE:HNGEHealthcare

Hinge Health (HNGE) Valuation Check After Recent Share Price Swings

Hinge Health (HNGE) is in focus after recent trading swings, with the share price at US$38.94 and mixed returns over the past week, month, and past 3 months drawing fresh attention from investors. See our latest analysis for Hinge Health. The recent 24.9% 7 day share price return comes after a softer patch, with the 30 day and year to date share price returns of 10.1% and 14.5% declines suggesting momentum has picked up again in the very short term. If this kind of sharp move has caught your...
NasdaqCM:FMAO
NasdaqCM:FMAOBanks

Farmers & Merchants Bancorp (FMAO) Net Interest Margin Expansion Reinforces Bullish Narratives

Farmers & Merchants Bancorp (FMAO) has wrapped up FY 2025 with fourth quarter revenue of US$31.9 million and EPS of US$0.71, capping off a trailing twelve month run of US$119.4 million in revenue and EPS of US$2.39 alongside 29.8% earnings growth over the past year. Over recent periods the company has seen revenue move from US$26.6 million and EPS of US$0.59 in Q4 2024 to US$31.9 million and EPS of US$0.71 in Q4 2025, while trailing net income has reached US$33.0 million. With net profit...
NYSE:YELP
NYSE:YELPInteractive Media and Services

Yelp (YELP) Margin Improvement Reinforces Bullish Profitability Narratives Despite Slower Growth Forecasts

Yelp FY 2025 earnings snapshot Yelp (YELP) closed FY 2025 with fourth quarter revenue of US$360.0 million and basic EPS of US$0.62, alongside net income of US$37.8 million, setting the tone for a year in which trailing twelve month revenue reached about US$1.5 billion and EPS came in at US$2.30. Over the past six quarters, the company has seen quarterly revenue move between US$358.5 million and US$376.0 million, while basic EPS ranged from US$0.37 to US$0.69, giving you a clear line of sight...
NYSE:AAP
NYSE:AAPSpecialty Retail

Advance Auto Parts (AAP) Same Store Sales Rebound Tests Profitability Turnaround Narratives

Latest earnings snapshot and why it matters for the AAP story Advance Auto Parts (AAP) just posted third quarter FY 2025 revenue of about US$2.0 billion with basic EPS near breakeven at roughly US$0.02 loss, setting a cautious tone after a run of mixed results. The company has seen quarterly revenue move from US$2.18 billion in the second quarter of FY 2024 to US$2.58 billion in the first quarter of FY 2025, while basic EPS has swung from a US$10.20 loss in the fourth quarter of FY 2024 to a...
NYSE:WPC
NYSE:WPCREITs

W. P. Carey’s €1b Notes Reshape Debt Profile And Portfolio Mix

W. P. Carey (NYSE:WPC) has completed a €1b senior unsecured note offering. The euro denominated notes are intended to help manage existing debt and fund new investments. The company is reshaping its portfolio, including acquisitions, property sales, and an exit from self storage and office assets. W. P. Carey runs a diversified net lease real estate portfolio, where tenants typically handle many property level costs. The latest financing move comes as the company adjusts its mix of...
NYSE:YALA
NYSE:YALAInteractive Media and Services

Will Yalla’s (YALA) Saudi eLeague and Women’s Esports Push Redefine Its Core Growth Narrative?

On 2 February 2026, Yalla Group Limited announced a partnership with the Saudi Esports Federation, signing two MoUs that appoint Yalla as Official Event Partner of the 2026 Saudi eLeague and prioritize support for the Women's Saudi eLeague and local talent development. This collaboration embeds Yalla deeper into Saudi Arabia’s esports ecosystem, tying its platform more closely to Vision 2030 and structured pathways for nurturing female and grassroots gaming talent. We’ll now explore how...
NasdaqGS:PLMR
NasdaqGS:PLMRInsurance

Palomar Holdings (PLMR) Earnings Surge 67.6% And Reinforce Bullish Profitability Narratives

Palomar Holdings FY 2025 earnings snapshot Palomar Holdings (PLMR) has capped FY 2025 with fourth quarter revenue of US$253.4 million and basic EPS of US$2.12, rounding out a year in which trailing twelve month revenue reached US$876.0 million and EPS came in at US$7.40 on net income of US$197.1 million. Over the past few quarters the company has seen revenue move from US$174.6 million and EPS of US$1.61 in Q1 2025 to US$253.4 million and EPS of US$2.12 in Q4, with Q3 sitting at US$244.7...
NYSE:PDM
NYSE:PDMOffice REITs

Piedmont Realty Trust Q4 FFO Drop Tests Bullish Cash Flow Narratives

Piedmont Realty Trust FY 2025 earnings snapshot Piedmont Realty Trust (PDM) has just posted its FY 2025 numbers, with fourth quarter revenue of US$142.9 million and basic EPS of a US$0.35 loss, alongside funds from operations of US$14.4 million. Over recent quarters the company has seen revenue move between US$139.2 million and US$143.2 million, while basic EPS has ranged from a US$0.08 loss to a US$0.35 loss. This gives a clear view of how the top line and per share results have tracked into...
NYSE:RSI
NYSE:RSIHospitality

Is Rush Street Interactive (RSI) Pricing Look Attractive After Recent Share Price Weakness

If you are wondering whether Rush Street Interactive is good value at its recent price, you are not alone. The answer is not as simple as looking at one ratio or chart. The stock closed at US$16.03, with returns of 9.3% decline over the last 7 days, 15.2% decline over 30 days, 17.0% decline year to date and 4.0% decline over the past year, while the 3 year return is very large and the 5 year return is 18.8% decline. Recent moves have come against a backdrop of ongoing interest in US online...
NYSE:WFC
NYSE:WFCBanks

Wells Fargo Capital Moves And Cost Cuts Versus Current Valuation Gap

Wells Fargo (NYSE:WFC) has filed for a $15b mixed shelf offering, allowing it to issue various types of securities as needed. The bank is expanding cost-cutting efforts, including additional workforce reductions. Wells Fargo is restructuring its real estate footprint, continuing asset sales after divesting its historic San Francisco headquarters. Wells Fargo enters this phase of capital and cost restructuring with its shares at $86.98 and a value score of 4. The stock is up 11.1% over the...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Regeneron Allergy Data And Dupixent Insights Shape Immunology Growth Story

Regeneron Pharmaceuticals is set to present first in class Phase 3 antibody therapy data for cat and birch allergies at the 2026 AAAAI Annual Meeting. The presentations will focus on allergen blocking therapies targeting ocular symptoms in cat and birch allergies. Regeneron will also share new long term analyses for Dupixent in pediatric allergy and asthma. For investors tracking NasdaqGS:REGN, these updates come as the stock trades at $803.17, with a 1 year return of 19.9% and a 5 year...
NasdaqGS:CRSR
NasdaqGS:CRSRTech

Corsair Gaming (CRSR) Valuation Check After Earnings, 2026 Guidance And New Share Buyback

What Corsair just told the market Corsair Gaming (CRSR) has packed a lot into its latest update, combining Q4 and full year 2025 results with fresh 2026 guidance and a new US$50 million share buyback plan. For Q4 2025, Corsair reported sales of US$436.86 million and net income of US$25.79 million, with basic earnings per share from continuing operations at US$0.23 and diluted earnings per share at US$0.22. Across 2025 as a whole, sales were US$1.47 billion, while the company recorded a net...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Is Lyft (LYFT) Offering An Opportunity After Recent Share Price Slide?

If you are looking at Lyft and wondering whether the current share price really reflects what the business could be worth, you are not alone. The stock last closed at US$13.05, with returns of a 17.6% decline over 7 days, a 32.2% decline over 30 days, a 34.1% decline year to date, a 3.1% decline over 1 year, an 18.7% gain over 3 years, and a 77.1% decline over 5 years, which may signal changing views on both its potential and its risks. Recent coverage has focused on Lyft's position in the...
NYSE:DD
NYSE:DDChemicals

Is DuPont (DD) Trading Near Intrinsic Value as It Expands into Specialty Healthcare and Water?

DuPont de Nemours recently reported fourth-quarter 2025 results showing slightly higher sales of US$1,693 million year-on-year but a wider net loss of US$126 million, while also issuing 2026 guidance calling for first-quarter net sales of US$1,670 million and full-year net sales between US$7.08 billion and US$7.14 billion. Alongside this guidance, DuPont is highlighting innovation-led growth in healthcare and water technologies with new Liveo medical-grade silicones, FilmTec dairy reverse...
NYSE:GNRC
NYSE:GNRCElectrical

Generac Holdings Q4 Loss And Margin Compression Test High P/E Growth Narrative

Generac Holdings (GNRC) closed out FY 2025 with Q4 revenue of US$1.1b and a basic EPS loss of US$0.42, as net income excluding extra items came in at a loss of US$24.5m, setting a cautious tone around profitability. The company has seen quarterly revenue move from US$1.23b in Q4 2024 to US$1.1b in Q4 2025, while basic EPS shifted from US$2.18 a year ago to a loss of US$0.42, and trailing 12 month EPS eased from US$5.46 in Q4 2024 to US$2.73 in Q4 2025, which leaves investors weighing softer...
NasdaqGS:HSAI
NasdaqGS:HSAIAuto Components

Hesai Group (HSAI) Is Up 6.1% After Exclusive Grab Lidar Distribution Deal In Southeast Asia

In early February 2026, Hesai Technology announced a partnership making Grab the exclusive distributor of its lidar products across Southeast Asia, with Grab handling sales, customer support, and marketing for applications ranging from robotics to autonomous systems. This collaboration links Hesai’s lidar hardware leadership with Grab’s extensive regional network, potentially accelerating access to Physical and Embodied AI tools in Southeast Asia’s complex urban environments. Next, we’ll...
NasdaqGS:DBX
NasdaqGS:DBXSoftware

Assessing Dropbox (DBX) Valuation After Recent Share Price Weakness

Why Dropbox (DBX) is on investors’ radar Dropbox (DBX) has drawn attention after a stretch of negative share performance, with the stock showing declines over the past month, past 3 months and year, prompting fresh questions about how its current valuation stacks up. See our latest analysis for Dropbox. The recent 1 month share price return of 9.46% decline and year to date weakness suggest momentum has been fading, even though the 3 year total shareholder return of 14.51% and 5 year total...
NYSE:MMS
NYSE:MMSProfessional Services

A Look At Maximus (MMS) Valuation After A Tough Quarter And Narrowed Guidance

Maximus (MMS) is back in focus after a challenging quarter, as slower government contract awards and softer volumes pressured revenue while the company narrowed its full year 2026 guidance and continued reshaping its portfolio. See our latest analysis for Maximus. The share price reaction has been negative around these updates, with a 1 month share price return of 23.41% decline and year to date share price return of 14.76% decline, even though the 1 year total shareholder return is 11.60%...
NasdaqGS:TTMI
NasdaqGS:TTMIElectronic

Is TTM Technologies (TTMI) Still Attractively Priced After Its 1 Year 252.9% Surge

If you are wondering whether TTM Technologies is still reasonably priced after a strong run, this article walks through how its current share price stacks up against several valuation yardsticks. The stock closed at US$92.33, with a 7 day return of 0.3%, a 30 day return of 1.0%, a year to date return of 30.8% and a 1 year return of 252.9%, so recent gains may have shifted how investors see both its potential and its risks. Recent coverage has focused on TTM Technologies as an electronics...
NYSE:SXT
NYSE:SXTChemicals

How Sensient’s 2025 Results and 2026 EPS Outlook Will Impact Sensient Technologies (SXT) Investors

Sensient Technologies recently reported past fourth-quarter and full-year 2025 results, with sales rising to US$393.45 million in Q4 and US$1.61 billion for the year, while diluted EPS from continuing operations reached US$0.60 in Q4 and US$3.16 for 2025. Alongside these results, the company issued 2026 guidance calling for mid-single-digit to double-digit local-currency revenue growth and GAAP diluted EPS between US$3.60 and US$3.80, giving investors a clearer view of expected earnings...