U.S. Stock News

NasdaqGM:ALVO
NasdaqGM:ALVOBiotechs

Assessing Alvotech (ALVO) Valuation After AVT80 Trial Success And New Sandoz Agreements

Alvotech (ALVO) shares have been in focus after the company reported positive top line pharmacokinetic data for its AVT80 biosimilar candidate to Entyvio, along with new supply and commercialization agreements with Sandoz in Canada, Australia and New Zealand. See our latest analysis for Alvotech. These fresh clinical results and the Sandoz agreements come after a mixed share price pattern, with a 12.07% 1 month share price return and a 4.00% year to date share price return contrasting with a...
NasdaqGS:SAIC
NasdaqGS:SAICProfessional Services

A Look At Science Applications International (SAIC) Valuation After Recent One Month Share Price Decline

Recent share performance and business profile Science Applications International (SAIC) has been in focus for investors after a month return of about a 14% decline, contrasting with an 8.3% gain over the past 3 months and a 5 year total return of 11.8%. The Reston based contractor generates about US$7.35b in annual revenue and US$371m in net income, providing technical, engineering and enterprise IT services across U.S. defense, intelligence and civilian agencies. See our latest analysis for...
NYSE:RHP
NYSE:RHPHotel and Resort REITs

Ryman Hospitality Properties (RHP) Is Up 7.3% After Expanding Its Revolving Credit Facility - What's Changed

In January 2026, Ryman Hospitality Properties, Inc. refinanced and expanded its revolving credit facility from US$700,000,000 to US$850,000,000, extending the initial maturity to January 2030 while keeping pricing and most terms largely unchanged and updating several key financial covenants. This refinancing gives Ryman greater committed liquidity and a longer funding runway, potentially enhancing its flexibility to manage leverage, secured debt levels, and future capital needs under clearly...
NYSE:JLL
NYSE:JLLReal Estate

The Bull Case For Jones Lang LaSalle (JLL) Could Change Following Tech-Focused MEA Leadership Shift

Jones Lang LaSalle has appointed Mouhammad Takieddin as its new Regional Head and CEO for the Middle East and Africa, based in Riyadh, to drive growth in areas such as data centers, facilities management, and AI-enabled real estate services. By bringing in a leader with deep digital transformation and global corporate real estate experience from Procter & Gamble, JLL is explicitly tying its Middle East and Africa ambitions to technology-enabled, higher-value service offerings. Next, we’ll...
NasdaqGS:ALAB
NasdaqGS:ALABSemiconductor

Astera Labs Expands Israel R&D As Amazon Ties And CFO Shift Refine Focus

Astera Labs (NasdaqGS:ALAB) announced the opening of a new advanced R&D center in Israel focused on AI connectivity and memory solutions. The company disclosed a warrant-linked purchase agreement with Amazon that ties future equity to commercial activity. Astera Labs also appointed a new chief financial officer with extensive industry experience, signaling an organizational shift to support its next phase of growth. Astera Labs, a data and connectivity chip company listed on the NasdaqGS...
NYSE:DAC
NYSE:DACShipping

Danaos (DAC) Margins Stay Near 47% Trailing Level Testing Bullish Profitability Narratives

Setting the scene with Danaos's latest numbers Danaos (DAC) has just wrapped up FY 2025 with fourth quarter revenue of US$266.3 million and basic EPS of US$6.43, capping a year in which trailing twelve month revenue sat at about US$1.0 billion and EPS at US$26.83. The company has seen revenue move from US$258.2 million and EPS of US$4.72 in Q4 2024 to the latest Q4 2025 figures. Over the same period, trailing twelve month revenue slipped from US$1.01 billion and EPS from US$26.15 a year...
NYSE:GVA
NYSE:GVAConstruction

Is It Too Late To Consider Granite Construction (GVA) After Strong 1-Year Share Price Rally?

If you are wondering whether Granite Construction's current share price still offers value, you are not alone, and the numbers give you a lot to think about. The stock last closed at US$132.91, with returns of 6.5% over 7 days, 9.9% over 30 days, 12.0% year to date and 52.5% over 1 year. The 3 year and 5 year returns are very large. Recent coverage has focused on Granite Construction's position in U.S. infrastructure and construction projects and how that relates to investor expectations...
NYSE:CNMD
NYSE:CNMDMedical Equipment

Does CONMED (CNMD) Prioritize Revenue Growth Over Profitability After 2025 Earnings Compression?

In late January 2026, CONMED Corporation reported fourth-quarter 2025 sales of US$373.2 million and full-year sales of US$1.37 billion, alongside a sharp year-on-year fall in net income to US$16.74 million for the quarter and US$47.06 million for the year. While revenue increased, the sizeable drop in earnings per share from continuing operations to US$0.54 for the quarter and US$1.51 for the year, combined with 2026 revenue guidance of US$1.345–1.375 billion, highlights a tension between...
NYSE:AX
NYSE:AXBanks

Is Axos’s Profitability-Fueled Digital Shift Reframing the Investment Case for Axos Financial (AX)?

Axos Financial, Inc. reported second-quarter and first-half fiscal 2026 results, showing higher net interest income and net income compared with the prior year, and it recently presented at the KBW 2026 Winter Financial Services Conference in Boca Raton, Florida. The sharp increases in net interest income and earnings per share highlight how Axos’s digital-focused banking model is currently translating into stronger profitability. Next, we’ll examine how this strong net interest income...
NasdaqGS:SLM
NasdaqGS:SLMConsumer Finance

Delinquency Fraud Class Actions Could Be A Game Changer For SLM’s (SLM) Credit Discipline Narrative

In early February 2026, multiple law firms launched securities fraud class actions against SLM Corporation, alleging undisclosed increases in early stage delinquencies and overstated loss mitigation effectiveness during the July 25–August 14, 2025 period. These lawsuits raise pointed questions about SLM’s prior credit-quality disclosures and risk controls, putting management’s communication and governance practices under closer investor scrutiny. We’ll now examine how these...
NasdaqGS:HWKN
NasdaqGS:HWKNChemicals

Hawkins Wins Orange County Reuse Deal As NanoStack Thesis Builds

Hawkins' subsidiary WaterSurplus will supply 1,050 NanoStack coated membranes to the Orange County Water District’s Groundwater Replenishment System. The decision follows a successful pilot and represents deployment into what is described as the world’s leading potable water reuse system. The project highlights Hawkins' role in advanced water treatment solutions for large scale reuse facilities. For investors watching NasdaqGS:HWKN, this contract sits alongside a share price of $143.51 and...
NYSE:CAH
NYSE:CAHHealthcare

Assessing Cardinal Health (CAH) After A 74% Yearly Surge And Supply Chain Headlines

If you are looking at Cardinal Health and wondering whether the current price still offers value, this article will walk through what the numbers are really saying. The stock last closed at US$220.27, with returns of 1.0% over 7 days, 9.5% over 30 days, 7.1% year to date and 73.7% over the past year, plus very large gains over 3 and 5 years. Recent news coverage around Cardinal Health has focused on its role in the healthcare supply chain and ongoing industry wide conversations about drug...
NYSE:KSS
NYSE:KSSMultiline Retail

Kohl’s Store Chief Retirement Puts Turnaround Execution In The Spotlight

Kohl's (NYSE:KSS) has announced the upcoming retirement of Fred Hand, Senior Executive Vice President and Director of Stores. Hand will step down from his role overseeing store operations, marking a significant transition in the company’s senior leadership team. For investors watching Kohl's at a share price of $17.3, this leadership change comes after a mixed stretch for NYSE:KSS. The stock is up 53.0% over the past year, while longer term returns show a 35.2% decline over three years and...
NYSE:SUN
NYSE:SUNOil and Gas

Does Sunoco’s Rising Distributions and Parkland Synergies Change The Bull Case For Sunoco (SUN)?

In recent days, Sunoco LP announced its fifth consecutive quarterly distribution increase to about US$0.93 per common unit and issued 2026 adjusted EBITDA guidance of US$3.10–US$3.30 billion, including roughly US$125.00 million of expected synergies from its Parkland Corporation acquisition. This combination of rising cash distributions and quantified acquisition synergies has prompted renewed attention to how Sunoco’s income profile and scale could influence its longer-term investment...
NYSE:RERE
NYSE:RERESpecialty Retail

A Look At ATRenew (NYSE:RERE) Valuation After Circular Markets London Recognition

ATRenew (RERE) drew fresh investor attention after serving as the sole Chinese representative at Circular Markets London, where it outlined how its pre-owned electronics platform links China’s large device supply with global circular value chains. See our latest analysis for ATRenew. ATRenew’s recent role at Circular Markets London comes as the stock trades at US$6.06, with a 44.29% 90 day share price return and a 98.04% 1 year total shareholder return. This suggests momentum has been...
NasdaqGS:VISN
NasdaqGS:VISNCommunications

Does CommScope (VISN) AV Switch Expansion Hint at a Deeper Shift in Its Networking Strategy?

On 3 February 2026, RUCKUS Networks announced an expansion of its Pro AV ICX network switch portfolio, alongside AV-focused updates to its management platforms, plus new collaborations with Crestron and the SDVoE Alliance to support the shift from legacy video transport to Ethernet-based AV systems. A distinctive angle in this announcement is the focus on pre-configured, AV-optimized switches that aim to cut deployment complexity and integrate seamlessly with existing cloud and on-premise...
NasdaqGM:SEPN
NasdaqGM:SEPNPharmaceuticals

How Early SEP-631 Data at AAAAI 2026 Will Impact Septerna (SEPN) Investors

Septerna Inc. recently announced it will present first-in-human Phase 1 clinical data for SEP-631, an oral MRGPRX2-targeting therapy for chronic spontaneous urticaria and other mast cell-driven diseases, at the 2026 American Academy of Allergy Asthma & Immunology Annual Meeting. The company is also highlighting a proof-of-mechanism study using an Icatibant skin challenge with short wave infrared imaging, underscoring its focus on innovating GPCR-based treatments for conditions with...
NYSE:FAF
NYSE:FAFInsurance

A Look At First American Financial (FAF) Valuation As Earnings And Revenue Growth Stabilize

Earnings preview and why this quarter matters First American Financial (FAF) is in focus this Wednesday afternoon as it prepares to report earnings, with analysts looking for revenue of $1.78b, or 5.6% year on year growth, compared with 17.9% in the same quarter last year. With estimates holding steady over the past month, the upcoming release is less about surprise and more about how the title insurance and home warranty provider is currently converting a stabilizing real estate transaction...
NYSE:NTB
NYSE:NTBBanks

Butterfield Bank (NTB) Net Interest Margin Holds At 2.69% Challenging Bearish Profitability Narratives

How Bank of N.T. Butterfield & Son (NYSE:NTB)'s FY 2025 Numbers Set the Stage Bank of N.T. Butterfield & Son (NYSE:NTB) has reported a clean set of FY 2025 numbers, with fourth quarter revenue of US$159.1 million and basic EPS of US$1.58 anchoring the latest release. Over the past year, the bank has recorded trailing twelve month revenue of US$606.7 million and basic EPS of US$5.71. This gives investors a fuller picture of how the quarterly performance fits within the broader trend. With a...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Assessing Cognex (CGNX) Valuation After Recent Share Price Momentum And Mixed Long Term Returns

What recent returns suggest about Cognex (CGNX) Cognex (CGNX) has delivered a 0.1% move over the past day, with gains of 6.7% over the past week and around 12% over the past month, leaving the shares near US$43.58. Over the past 3 months the stock shows a total return of about 14%, while the 1 year total return is roughly 11%. Longer term, 3 year and 5 year total returns sit in negative territory. See our latest analysis for Cognex. For Cognex, the recent 7 day and 30 day share price returns...
NYSE:MET
NYSE:METInsurance

The Bull Case For MetLife (MET) Could Change Following Rising Revenue, Falling Earnings And Ongoing Buybacks

In early February 2026, MetLife, Inc. reported that fourth-quarter 2025 revenue rose to US$23,814 million while net income decreased to US$809 million, and it completed a US$1,101.49 million share repurchase covering 13,944,740 shares under its April 2025 buyback program. The combination of higher revenue but lower earnings, alongside ongoing capital returns through buybacks, gives investors a mixed view of MetLife’s operational performance and capital allocation priorities. Next, we’ll...
NYSE:CNO
NYSE:CNOInsurance

Did Earnings Compression Amid Heavy Buybacks Just Shift CNO Financial Group's (CNO) Investment Narrative?

CNO Financial Group, Inc. reported past fourth-quarter 2025 revenue of US$1,143.1 million, up from US$1,097.2 million a year earlier, while net income fell to US$92.9 million and full-year earnings and earnings per share from continuing operations also declined despite slightly higher revenue. Alongside these results, CNO completed a long-running share repurchase program totaling 180,243,503 shares for about US$3.34 billions, underscoring continued capital return even as reported net income...