U.S. Stock News

If you are wondering whether O'Reilly Automotive's current share price lines up with its underlying value, you are not alone. This article is set up to help you frame that question clearly. The stock closed at US$97.10, with returns of 7.5% over the past month, 7.5% year to date, 9.2% over 1 year, 81.8% over 3 years and 221.3% over 5 years. This naturally raises questions about what is baked into the price today. Recent attention on O'Reilly Automotive has focused on its role as a major US...

Arrow Electronics recently announced a collaboration with Romanian startup .lumen to help scale production and enhance performance of AI-powered intelligent guide glasses that use real-time haptic feedback to support people with visual impairments. This partnership expands Arrow’s role in Semi-Autonomous Mobility, highlighting how its engineering and supply chain capabilities can underpin emerging assistive technologies for greater independence. Next, we’ll examine how Arrow’s support for...

Automatic Data Processing reported past-quarter results on January 28, 2026, with higher revenue, net income and earnings per share, while simultaneously unveiling ADP Assist AI agents that automate key HR, payroll and analytics workflows using its extensive global workforce data platform. Together, the stronger financial performance and launch of persona-based AI agents underline how ADP is embedding advanced intelligence into everyday workforce management tasks while emphasizing security,...

Apollo Global Management (NYSE:APO) provided a $3.5b capital solution to support Valor Compute Infrastructure's acquisition of assets for xAI, expanding its exposure to AI infrastructure. The firm made a minority investment in GoodLife Group, adding a consumer-focused vertical to its portfolio. Recent results included record earnings and multi-year origination targets reached ahead of schedule. An acquisition aimed at strengthening real estate capabilities added another leg to Apollo's...

Illumina (NasdaqGS:ILMN) has partnered with the San Diego Zoo Wildlife Alliance's Frozen Zoo to sequence thousands of endangered species samples. The collaboration focuses on genomic and multiomic research aimed at supporting global wildlife conservation. The project is framed as an international effort to better understand biodiversity and species preservation. For you as an investor following Illumina, this partnership highlights how the company’s sequencing and multiomic platforms are...

Rocket Lab has secured its largest contract to date with the U.S. Space Development Agency. The company will design and manufacture 18 missile-defense satellites under the new agreement. The deal extends through 2029 and is expected to have a material impact on Rocket Lab's revenues. Rocket Lab, traded as NasdaqCM:RKLB, is moving further into space systems with this missile-defense satellite contract. This adds a new layer to a business often associated mainly with launch services. The...

NXP Semiconductors (NXPI) just wrapped up FY 2025 with Q4 revenue of US$3.3b and basic EPS of US$1.80, anchored by net income of US$455m, setting the stage for how investors read the year as a whole. The company has seen quarterly revenue move from US$3.1b in Q4 2024 to US$3.3b in Q4 2025, alongside quarterly EPS shifting from US$1.95 to US$1.80, which feeds into trailing twelve month EPS of US$8.00 on revenue of US$12.3b. With trailing net income of US$2.0b and a reported net margin that has...

Healthpeak Properties (NYSE:DOC) is planning an IPO of Janus Living to spin off its senior housing assets. The company has announced a $1b capital recycling program to reshape its real estate portfolio. Healthpeak also hired a former Palantir executive as Head of Enterprise Innovation to focus on technology and data driven operations. Healthpeak Properties, trading at $16.45, is reshaping its portfolio around core healthcare real estate while separating senior housing into the new Janus...

Cleveland-Cliffs, expected as of early February to report higher year-over-year earnings and revenue for the quarter ended December 2025, was viewed by analysts as a candidate to outperform earnings forecasts, ahead of its scheduled February 9 release. This growing analyst optimism around Cleveland-Cliffs’ earnings prospects has become a key driver of investor attention, potentially reshaping how the company’s near-term fundamentals are perceived. Next, we’ll explore how this rising...

Analysts recently highlighted Vericel as a Growth at a Reasonable Price candidate, citing strong momentum in its earnings and revenue forecasts alongside a debt-free balance sheet and solid profitability metrics. This combination of projected earnings expansion, revenue growth and financial strength positions Vericel as a case study in how growth-focused investors may view profitable, balance-sheet-light businesses. With robust earnings growth projections at the center of the story, we’ll...

Why Boot Barn’s upcoming earnings matter now Boot Barn Holdings (BOOT) heads into its Q3 2026 earnings release and call this afternoon, with investors watching whether prior quarters’ better than expected results and ongoing store expansion plans align with signs of moderating consumer demand. See our latest analysis for Boot Barn Holdings. At a share price of $181.82, Boot Barn’s 7 day share price return of 1.75% contrasts with a modest 30 day share price decline of 2.58%, while its 5 year...

United Parcel Service (NYSE:UPS) is rolling out RFID package tracking across all UPS Store locations as part of a wider technology refresh. The company is investing in higher automation in its network, targeting more efficient sorting and handling of parcels. UPS is intentionally reducing Amazon related volumes while focusing on healthcare and small and medium sized business customers. The overhaul includes facility closures and cost saving measures that collectively reshape how UPS runs its...

Columbia Sportswear recently reported fourth-quarter and full-year 2025 results that exceeded its own guidance, issued 2026 earnings and sales forecasts calling for modest growth, and affirmed a regular quarterly dividend of US$0.30 per share payable on March 20, 2026. The company highlighted that stronger-than-expected U.S. demand, broad-based international growth, and its ACCELERATE Growth initiatives helped offset weather and tariff pressures while supporting a cautiously constructive...

Doximity recently came under pressure as part of a broader sell-off in technology and healthcare software stocks, driven by investor worries about potential disruption from artificial intelligence. Despite this pressure, analyst expectations still point to higher quarterly revenue and growth in larger customers, even as projected earnings per share soften slightly compared to a year earlier. Given the recent 10.5% seven-day share price decline, we'll examine how AI-disruption concerns shape...

If you are wondering whether Moderna's current share price reflects its true worth, you are not alone. This article will walk through what the numbers are saying about value. Moderna's stock recently closed at US$42.20, with a 30 day return of 36.7%, a 7 day return reflecting a 7.2% decline, and a 3 year return showing a 75.3% decline. This contrasts with a 23.5% gain over the last year and a 36.7% return year to date. Recent coverage has focused on how investors are reassessing vaccine...

In the past few days, The Cooper Companies amended its 2021 term loan agreement, extending US$950 million of term loans to February 3, 2031, while lifting the cap on incremental borrowing and adding optional rating-based pricing. At the same time, Diamond Hill Capital’s Large Cap Fund disclosed a new position in the company, underscoring institutional interest in its contact lens and women’s health and fertility businesses despite current headwinds. Next, we’ll examine how the extended debt...

AXT (AXTI) is back on many watchlists after investor interest climbed alongside AI driven bandwidth demand, as the company’s Indium Phosphide substrate wafers sit at the heart of data center and optical communications build outs. See our latest analysis for AXT. AXT’s share price has been highly volatile, with a 14.8% 7 day share price return and a 116.9% 90 day share price return. The 1 year total shareholder return is extremely large, pointing to strong momentum despite the recent 5.7% 1...

Why Atmos Energy (ATO) is on investors’ radar after its latest results Atmos Energy (ATO) recently reported first quarter earnings, with sales and net income figures above the prior year period. The company also affirmed full year earnings guidance and continued its long running quarterly dividend. See our latest analysis for Atmos Energy. Despite a relatively muted 90 day share price return of a 2.19% decline to US$168.81, Atmos Energy’s 1 year and 5 year total shareholder returns of 21.22%...

If you are wondering whether Kyivstar Group's current share price reflects its true worth, you are not alone. This article focuses squarely on that question. The stock recently closed at US$11.83, with a 7 day return of 6.0% decline, a 30 day return of 10.9% decline, and a 1 year return of 14.4%, which points to shifting expectations and risk perceptions over different time frames. Recent news coverage around Kyivstar Group has focused on its position as a US listed telecom player with...

Advanced Micro Devices (NasdaqGS:AMD) reported Q4 2025 results that exceeded prior expectations, driven by AI focused data center products. The company issued cautious Q1 2026 guidance, raising questions about how quickly AI related demand will translate into near term growth. AMD expanded its partnership with GIGABYTE to bring its AI technology more deeply into consumer and creator devices, extending beyond data centers. With a current share price of $242.11, Advanced Micro Devices has...

Samsara (NYSE:IOT) is expanding its Canadian footprint with local data hosting, domestic logistics partnerships, and new AI safety features. The rollout focuses on data residency, regional hardware fulfillment, and support for customers operating in remote parts of Canada. The company is tailoring its connected operations platform to Canadian fleets and industrial operators that face strict compliance and connectivity requirements. Samsara runs a connected operations platform that links...

If you are wondering whether Trane Technologies at around US$435 a share still offers reasonable value, you are not alone. This article is aimed at helping you frame that question clearly. The stock has posted returns of 11.0% over the last 7 days, 9.4% over the past month and year to date, and 23.6% over the past year, with a very large 3 year gain and a 219.1% return over 5 years that may be influencing how the market is thinking about future expectations and risk. Recent coverage has...

Snowflake (NYSE:SNOW) has entered a multi year, $200 million partnership with OpenAI to embed advanced AI models directly into its data platform. The company is launching Cortex Code, an AI coding agent built around customer data, alongside new tools aimed at enterprise AI development and governance. These updates are designed to let enterprises build custom AI agents on their own data while keeping control, security and compliance within Snowflake’s environment. Snowflake is pushing deeper...

From what we can see, insiders were net buyers in Lindblad Expeditions Holdings, Inc.'s ( NASDAQ:LIND ) during the past...