U.S. Stock News

NYSE:JKS
NYSE:JKSSemiconductor

Is JinkoSolar (JKS) Turning Cybersecurity Certification Into a Durable Edge in Critical Infrastructure?

JinkoSolar Holding’s North American unit, Jinko ESS, previously received IEC 62443-2-4 certification from exida, confirming its adherence to rigorous industrial cybersecurity and secure development lifecycle standards across people, processes, and products. This independent cybersecurity validation strengthens Jinko ESS’s appeal to utilities, data centers, regulators, and other high-risk infrastructure customers that prioritize certified industrial control system security. We will now look...
NasdaqGS:BTSG
NasdaqGS:BTSGHealthcare

Is It Too Late To Consider BrightSpring Health Services (BTSG) After Its 79% One Year Rally?

If you are wondering whether BrightSpring Health Services is still attractively priced after its run, this article will walk through what the current numbers are actually saying about the stock. The share price recently closed at US$39.68, with returns of 1.0% over the last 7 days, 5.7% over the last 30 days, 3.3% year to date and 79.5% over the last year, which has raised questions about how much value might already be reflected. Recent coverage of BrightSpring has focused on its role as a...
NYSE:DNOW
NYSE:DNOWTrade Distributors

Assessing DNOW (DNOW) Valuation After Recent Share Momentum And Midstream Expansion Plans

Why DNOW (DNOW) is on investors’ radar today DNOW (DNOW) has caught investor attention after strong recent share performance, with the stock showing positive moves over the past week, month, past 3 months, and year to date. See our latest analysis for DNOW. Recent trading shows momentum building, with DNOW’s 30 day share price return of 23.51% and year to date share price return of 25.45%. Its 5 year total shareholder return of 62.25% reflects a longer term payoff for investors who stayed the...
NasdaqCM:PGY
NasdaqCM:PGYSoftware

Pagaya’s 59th ABS Deal Highlights Securitization Role And Valuation Gap

Pagaya Technologies (NasdaqCM:PGY) has launched its 59th publicly rated asset backed securitization. KBRA assigned preliminary ratings to eight classes of notes tied to this new transaction. The deal adds to Pagaya's record of issuing structured products in the asset backed securities market. Pagaya Technologies, trading at $18.64, continues to be active in the securitization arena with this latest ABS transaction. The stock has seen a 49.1% return over the past year and a 26.3% return over...
NYSE:CNC
NYSE:CNCHealthcare

Centene Refocuses On Core Insurance As Magellan Exit Hits Earnings

Centene has agreed to divest its remaining Magellan Health assets, recording a significant after tax impairment tied to the sale. The company, through its Health Net brand, is also advancing community health efforts, including initiatives that honor healthcare professionals and support youth empowerment. These moves highlight a clearer focus on core health insurance activities and on environmental, social, and governance priorities for NYSE:CNC. For investors tracking NYSE:CNC, these...
NYSE:EXR
NYSE:EXRSpecialized REITs

Bank of America Downgrade and Demand Concerns Might Change The Case For Investing In Extra Space Storage (EXR)

Earlier this week, Bank of America downgraded Extra Space Storage to Underperform, citing limited signs of a demand recovery despite steadier fundamentals. The bank highlighted management’s cautious outlook and the delayed impact of new-customer growth on same-store revenue, underscoring persistent industry headwinds. We’ll now examine how Bank of America’s demand concerns and management’s cautious outlook shape Extra Space Storage’s investment narrative. Find 52 companies with promising...
NYSE:KBH
NYSE:KBHConsumer Durables

Is It Time To Reassess KB Home (KBH) After Mixed Returns And Housing Market Headlines

If you are wondering whether KB Home's current share price reflects its true worth, you are not alone. Many investors are asking the same question as they reassess housing related stocks. KB Home closed at US$60.94, with returns of 5.9% over the last 7 days, a 1.1% decline over 30 days, 6.8% year to date, and a 2.3% decline over 1 year, 70.7% over 3 years, and 49.5% over 5 years. Together, these figures provide a mixed picture of recent and longer term performance. Recent news around KB Home...
NYSE:RGA
NYSE:RGAInsurance

Reinsurance Group Of America Reshapes Earnings Profile After Record Results

Reinsurance Group of America (NYSE:RGA) reported record full year and quarterly operating results. The company plans to exit the U.S. group healthcare business after completing a business review. RGA completed major capital deployment into in force transactions. The company also acquired industrial real estate in Portland and announced leadership changes. For investors watching NYSE:RGA, these moves come as the stock trades at $225.36, with returns of 11.2% over the past week and 11.9% over...
NYSE:UNP
NYSE:UNPTransportation

Union Pacific Weighs Record Fleet Upgrade Against Merger Uncertainty

Union Pacific (NYSE:UNP) has agreed a US$1.2b deal with Wabtec to modernize its AC4400 locomotive fleet, described as the largest locomotive modernization investment in rail industry history. The company is also facing heightened regulatory and political attention on its proposed merger with Norfolk Southern, raising questions about timing and conditions for any potential approval. Union Pacific runs one of the major freight rail networks in the United States, linking key industrial,...
NasdaqGS:CBSH
NasdaqGS:CBSHBanks

Did Commerce Bancshares' (CBSH) 5% Dividend Hike and 58-Year Streak Just Reframe Its Investment Narrative?

Commerce Bancshares, Inc. recently announced that its Board of Directors declared a quarterly dividend of US$0.275 per share, up 5% from the prior payout as adjusted for a 5% stock dividend in December 2025, payable on March 24, 2026 to shareholders of record on March 6, 2026. This latest increase marks the 58th consecutive year that Commerce Bancshares has raised its regular cash dividend per share, underscoring a long-standing commitment to returning cash to shareholders. We’ll now examine...
NYSE:LII
NYSE:LIIBuilding

A Look At Lennox International (LII) Valuation After New 2026 Guidance And Buyback Update

Why Lennox International stock is in focus after fresh guidance Lennox International (LII) drew investor attention after issuing 2026 earnings guidance that points to 6% to 7% revenue growth, largely shaped by completed acquisitions, alongside its 2025 results and share repurchase update. See our latest analysis for Lennox International. The fresh 2026 guidance and update on the long running buyback arrived alongside a 2.48% 1 day share price return and 7.05% 7 day share price return. The 1...
NasdaqGS:VSAT
NasdaqGS:VSATCommunications

Is It Time To Reassess Viasat (VSAT) After Its 266.4% One-Year Surge?

If you are wondering whether Viasat's share price still offers value after its recent run, this article walks through what the current market price might be implying. Viasat closed at US$41.70, with returns of 10.8% year to date, 266.4% over the past year, 35.4% over three years, 2.2% over the past month and a 7.7% decline over the last week. This hints that sentiment has been shifting over different time frames. Recent news around Viasat has focused on its position in satellite...
NasdaqGS:SLAB
NasdaqGS:SLABSemiconductor

Texas Instruments Bid Recasts Silicon Labs IoT Future With Cash Exit

Texas Instruments has agreed to acquire Silicon Laboratories (NasdaqGS:SLAB) in an all cash deal valued at about US$7.5b to US$7.8b. The transaction combines Texas Instruments' analog processing franchise with Silicon Labs' wireless connectivity portfolio in embedded systems. The companies describe the deal as a move to create a global leader in embedded wireless connectivity for industrial, automotive and consumer applications. Silicon Labs focuses on mixed signal and wireless connectivity...
NasdaqGS:CRTO
NasdaqGS:CRTOMedia

Does Criteo (CRTO) Offer Value After A 58% One Year Share Price Decline?

If you are wondering whether Criteo's current share price reflects its underlying business, this article will walk through what the numbers are actually saying about value. Criteo last closed at US$19.19, with recent returns of 0.1% over 7 days, a 7.2% decline over 30 days, a 4.2% decline year to date, and a 57.8% decline over the past year. These figures can change how investors think about both upside potential and risk. Recent news coverage around Criteo has focused on its position in...
NYSE:KRP
NYSE:KRPOil and Gas

A Look At Kimbell Royalty Partners (KRP) Valuation After Recent Unit Price Momentum

Recent performance snapshot Kimbell Royalty Partners (KRP) has drawn investor attention after a month return of 16.6% and a past 3 months return of 2.1%, with the unit price recently closing at US$13.79. See our latest analysis for Kimbell Royalty Partners. The recent 1 month share price return of 16.6% and year to date share price return of 14.63% suggest momentum has picked up, while the 1 year total shareholder return of 0.59% points to a relatively muted longer term outcome. If Kimbell...
NYSE:TFIN
NYSE:TFINBanks

Does Triumph Financial’s (TFIN) Earnings Beat But Revenue Miss Recast Its Core Profitability Story?

Triumph Financial, Inc. reported its full-year 2025 results in January 2026, with net interest income of US$350.59 million and net income of US$25.36 million, alongside higher basic and diluted earnings per share from continuing operations versus the prior year. Despite these improvements in profitability metrics, the company’s latest quarterly results came in below analyst expectations for revenue and tangible book value per share, raising questions about how investors weigh headline growth...
NasdaqGS:ACIW
NasdaqGS:ACIWSoftware

ACI Worldwide Extends Retail Reach With Alpha Modus Remittance Partnership

ACI Worldwide (NasdaqGS:ACIW) has entered a multi year partnership with Alpha Modus Financial Services. The agreement focuses on powering remittance and bill payment services across convenience, grocery, and community retail locations. The deal aims to extend ACI Worldwide's payment technology into more physical retail environments that serve cash and hybrid payment users. ACI Worldwide, trading at $42.28, sits at the intersection of digital and in store payments, and this partnership adds...
NYSE:UTZ
NYSE:UTZFood

Is Utz Brands (UTZ) Pricing Look Attractive After Multi‑Year Share Price Decline

If you are wondering whether Utz Brands at around US$10.98 is a bargain or fairly priced, this article will walk you through what the current share price might be implying. The stock has posted a 4.2% return over the last week and 10.5% over the last month, although it still shows a 6.7% return year to date and a 16.2% decline over the last year, extending to a 29.1% decline over three years and 53.6% over five years. Recent coverage of Utz Brands has focused on the company as a listed snack...
NasdaqGS:FFBC
NasdaqGS:FFBCBanks

First Financial Bancorp (FFBC) Is Up 7.5% After Record Fee Income And Shelf Offering News – Has The Bull Case Changed?

First Financial Bancorp. recently reported its fourth quarter and full-year 2025 results, showing higher net interest income year on year and full-year net income of US$255.61 million, while also affirming a US$0.25 quarterly dividend and reducing net charge-offs compared with the prior year period. Alongside these results, the bank filed a US$79.29 million shelf registration for 2,753,094 common shares and continued integrating the Westfield acquisition, which boosted deposits and fee...
NYSEAM:TMP
NYSEAM:TMPBanks

Why Tompkins Financial (TMP) Is Up 5.3% After Stronger 2025 Earnings And Dividend Increase

Tompkins Financial Corporation reported past fourth-quarter and full-year 2025 results showing higher net interest income and net income versus 2024, with basic earnings per share from continuing operations rising to US$6.74 for the quarter and US$11.30 for the year. Alongside these stronger earnings, the company raised its regular quarterly dividend to US$0.67 per share and completed a small share repurchase program, highlighting a continued focus on returning cash to shareholders despite...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Is It Time To Reassess Arm Holdings (ARM) After Its Recent Share Price Jump?

If you are wondering whether Arm Holdings' recent share price puts it at a fair level or not, this article will walk through what that current price might mean for value focused investors. The stock recently closed at US$123.70, with returns of 17.4% over the last 7 days and 10.7% over the last 30 days, while the 1 year return sits at a 23.9% decline and the year to date return is 7.8%. Recent news flow around Arm has centered on its position in semiconductor design, licensing and ecosystem...
NYSE:CW
NYSE:CWAerospace & Defense

Has Curtiss-Wright (CW) Risen Too Far After Its Strong Multi‑Year Share Price Run?

If you are looking at Curtiss-Wright and wondering whether the current share price gives you good value, this article will walk you through what the numbers are actually saying. The stock last closed at US$649.32, with returns of 7.3% over the past 30 days, 13.4% year to date, 83.3% over 1 year and a very large gain over 5 years that is just under 5x. Recent interest in Curtiss-Wright has been shaped by ongoing attention on companies in capital goods and defense related markets, as investors...
NasdaqCM:NAGE
NasdaqCM:NAGEPersonal Products

Does Niagen Bioscience (NAGE) Still Hold a Defensible NAD+ Moat Ahead of Its 2025 Earnings Call?

Niagen Bioscience, Inc. (NASDAQ: NAGE) previously announced it will report fourth quarter and fiscal 2025 results and host an investor conference call on March 4, 2026, including a general business update following the release of its earnings after market close. The company’s position as a leading NAD+ player, with FDA-recognized Niagen® and defended patents around nicotinamide riboside, highlights a reinforced regulatory moat and product pipeline momentum. We’ll now examine how the upcoming...
NYSE:POST
NYSE:POSTFood

Is Post Holdings (POST) Still Attractive After Its Strong Recent Share Price Run

Wondering if Post Holdings at around US$114.61 is offering fair value or a potential bargain, especially after its recent run, is a natural question for anyone watching the stock. The share price performance has been strong recently, with returns of 12.0% over the last 7 days, 15.7% over the last 30 days, 15.0% year to date and 68.0% over 5 years. The 1 year return stands at 1.8% and the 3 year return at 24.9%. Recent attention on Post Holdings has centered on its position within the...