U.S. Stock News

NasdaqGS:VRSK
NasdaqGS:VRSKProfessional Services

Verisk Analytics (VRSK) Valuation After Earnings Update Guidance And New S&P Global Climate Data Collaboration

Verisk Analytics (VRSK) just released fourth quarter and full year 2025 results, along with 2026 revenue guidance, an increased share repurchase authorization, a cash dividend, and a new climate data collaboration with S&P Global Energy. See our latest analysis for Verisk Analytics. Verisk’s latest earnings update, higher 2026 revenue guidance and the expanded buyback come after a tough period for investors, with a 1 year total shareholder return of 37.36%, a 30 day share price return decline...
NasdaqGS:NBIS
NasdaqGS:NBISSoftware

Nebius Group Refocuses On AI Software As Tavily Deal Draws Interest

Nebius Group (NasdaqGS:NBIS) has agreed to acquire Tavily, expanding its capabilities in software for AI agents used in areas such as financial trading and coding. The company is repositioning from a hardware focused provider into a broader AI software and infrastructure platform. BlackRock has taken a sizeable position in Nebius Group, alongside customer prepayments from large tech clients including Microsoft and Meta. Nebius Group, trading at around $101.8, is involved in the AI...
NYSE:AMRC
NYSE:AMRCConstruction

Assessing Ameresco (AMRC) Valuation As Mixed Returns Follow Recent Share Price Stability

Why Ameresco Stock Is on Investors’ Radar Today Ameresco (AMRC) has been drawing fresh attention after recent share price moves, with the stock showing mixed returns over the past week, month, and past 3 months while longer term performance remains varied. For investors tracking energy solutions and renewable infrastructure, the company’s current pricing, recent return profile, and underlying business fundamentals provide a starting point to reassess how Ameresco fits into a diversified...
NasdaqGS:DASH
NasdaqGS:DASHHospitality

DoorDash Deliveroo Integration Reshapes Growth Outlook And Investment Trade Offs

DoorDash has completed its integration of Deliveroo, with performance reportedly ahead of initial expectations. The combined business is expanding internationally and broadening into grocery and retail alongside restaurants. DoorDash is increasing investment in delivery technology and AI to support autonomous and agent driven commerce. For investors watching NasdaqGS:DASH, this update comes at a time when the stock last closed at $173.38. Over the past 3 years the share price return is very...
NYSE:GPN
NYSE:GPNDiversified Financial

US Stock Market Today: S&P 500 Futures Nudge Higher On Firm Growth Higher-Rate Worries

The Morning Bull - US Market Morning Update Thursday, Feb, 19 2026 US stock futures are slightly higher this morning, with E mini S&P 500 contracts up about 0.1%, as investors weigh stronger economic data against the prospect of interest rates staying elevated for longer. The US 10 year Treasury yield is pushing toward 4.1% after Federal Reserve minutes pointed to only two rate cuts this year and maybe a third, which effectively means borrowing costs for mortgages, credit cards and business...
NasdaqGS:VIAV
NasdaqGS:VIAVCommunications

A Look At Viavi Solutions (VIAV) Valuation After Its Recent Share Price Surge

Viavi Solutions (VIAV) has caught investor attention after a strong share price move over the month and past 3 months, prompting a closer look at how recent performance lines up with its fundamentals. See our latest analysis for Viavi Solutions. Set against a much stronger backdrop, with a 30 day share price return of 41.56% and a 1 year total shareholder return of 116.71%, the modest 7 day pullback suggests recent enthusiasm is being tested but not fully reversed. If this kind of move in...
NYSE:MAIN
NYSE:MAINCapital Markets

How Main Street Capital’s Expanded Revolving Credit Capacity Will Impact Main Street Capital (MAIN) Investors

Main Street Capital Corporation recently expanded its multi-year revolving credit facility commitments from US$1.145 billion to US$1.175 billion by adding a new lender under the facility’s accordion feature, which permits total commitments to increase up to US$1.72 billion on existing terms. This added lending capacity strengthens Main Street’s financing flexibility for future investments and general corporate purposes, underscoring lenders’ willingness to extend credit on unchanged...
NYSE:PBI
NYSE:PBICommercial Services

Pitney Bowes (PBI) Margin Gain To 7.6% Tests Bearish Mail Decline Thesis

Pitney Bowes (PBI) just closed out FY 2025 with fourth quarter revenue of US$477.6 million and basic EPS of US$0.17, alongside trailing twelve month EPS of US$0.84 on revenue of US$1.9 billion, setting a clear earnings tone for the year. Over recent periods the company has seen quarterly revenue move from US$516.1 million in Q4 2024 to US$477.6 million in Q4 2025. Over the same timeframe, basic EPS shifted from a loss of US$0.23 to a profit of US$0.17, and trailing net margin widened from...
NYSE:COP
NYSE:COPOil and Gas

ConocoPhillips Bets US$2.1b On Norway To Sustain Long-Term Growth

ConocoPhillips (NYSE:COP) is leading a US$2.1b investment to restart production at three oil fields in Norway's Greater Ekofisk area. The project focuses on bringing long-life offshore assets back into operation in a mature but still important North Sea region. This move signals a renewed commitment to large offshore developments and longer duration projects outside the United States. For you as an investor, this kind of project sits squarely in ConocoPhillips' core business of exploration...
NYSE:CBRE
NYSE:CBREReal Estate

Record Earnings And Major Buybacks Might Change The Case For Investing In CBRE Group (CBRE)

CBRE Group, Inc. has reported past fourth-quarter 2025 sales of US$11,629 million and full-year 2025 sales of US$40,550 million, alongside completing a share repurchase of 43,753,374 shares, or 14.13% of its share count, for US$4,196.51 million under its buyback program announced in November 2021. While quarterly net income eased to US$416 million even as revenue grew, full-year earnings and earnings per share increased, suggesting that CBRE’s capital returns via buybacks are being paired...
NYSE:WST
NYSE:WSTLife Sciences

Assessing West Pharmaceutical Services (WST) Valuation After New US$1b Buyback And Earnings Update

West Pharmaceutical Services (WST) has paired a new share repurchase plan of up to US$1b with its regular US$0.22 quarterly dividend and recently reported 2025 results, giving investors several capital return angles to weigh. See our latest analysis for West Pharmaceutical Services. Those buyback and dividend decisions come after a mixed stretch for the stock, with a 1 day share price return of 2.08%, a 30 day share price return decline of 4.44%, and a year to date share price return decline...
NYSE:GRMN
NYSE:GRMNConsumer Durables

Garmin (GRMN) Margin Decline Tests Premium 29.1x P/E Narrative

Garmin (GRMN) has just posted another solid quarter for FY 2025, with Q3 revenue of US$1.8b and basic EPS of US$2.09, alongside trailing 12 month revenue of about US$6.9b and EPS of US$8.16 that frame the latest print in a broader context. The company has seen quarterly revenue move from US$1.5b in Q2 2024 to around US$1.8b in both Q2 and Q3 2025, while basic EPS has ranged from US$1.57 in Q2 2024 to just over US$2.08 in recent quarters. This sets the stage for investors to focus on how net...
NasdaqGM:CRML
NasdaqGM:CRMLMetals and Mining

Critical Metals Assays Reduce Tanbreez Resource Risk After Share Price Slide

Critical Metals Corp (NasdaqGM:CRML) reported record rare earth element assay results from the Hill Deposit at its Tanbreez Heavy REE Project. The assays confirm high grade, consistent heavy rare earth mineralization and are described by the company as its strongest results so far. The update materially reduces resource risk at Tanbreez and supports the project’s potential as a heavy rare earth asset. For you as an investor watching Critical Metals at a share price of $9.3, this news comes...
NasdaqGM:BLBD
NasdaqGM:BLBDMachinery

Blue Bird Expands Beyond School Buses With Full Micro Bird Ownership

Blue Bird Corporation (NasdaqGM:BLBD) plans to acquire Girardin Group's stake in Micro Bird Inc., taking full ownership of the long running joint venture. The deal focuses on expanding Blue Bird's presence in the North American market for compliant shuttle buses. The transaction consolidates control of a key manufacturing operation and broadens the company's product lineup. Blue Bird, best known for its school buses, is leaning further into the broader commercial transportation space with...
NYSE:ALIT
NYSE:ALITProfessional Services

Alight (ALIT) Valuation Check As New Senior Leaders Take Charge Before Q4 2025 Earnings

Alight (ALIT) has reshaped its senior ranks by appointing Karen Frost to lead Health and Navigation and Kevin Curry to head Leaves, as investors watch closely ahead of the upcoming Q4 2025 earnings release. See our latest analysis for Alight. Those leadership moves come after a tough stretch for holders. The 30 day share price return shows a 16.56% decline and the 1 year total shareholder return shows a 79.57% decline, suggesting momentum has been fading even as investors look to upcoming...
NYSE:TFX
NYSE:TFXMedical Equipment

Does Teleflex's (TFX) Leadership Turmoil Recast the Story on Governance and Operational Resilience?

Teleflex announced it would host a conference call on February 26, 2026, to review its fourth-quarter 2025 results and provide an operational update, with live and replay audio available via the company’s website. This update comes soon after the abrupt departure of CEO Liam Kelly and the launch of a securities fraud investigation, raising fresh questions about governance and operational continuity. We’ll now examine how the CEO’s immediate departure and related securities fraud...
NasdaqGS:CENT
NasdaqGS:CENTHousehold Products

Central Garden And Pet Buyback Expansion And New Director Refocus Investor Attention

Central Garden & Pet (NasdaqGS:CENT) expanded its stock repurchase program by an additional US$100 million. The company also appointed Kay M. Schwichtenberg, an industry executive with over 40 years of experience, to its Board of Directors. These board and capital allocation moves are recent developments that have not yet been widely discussed by investors. Central Garden & Pet, known for its pet and garden products portfolio, sits in the middle of long term trends such as rising pet...
NasdaqGS:FSLR
NasdaqGS:FSLRSemiconductor

Assessing First Solar (FSLR) Valuation As Short Interest Declines And Sentiment Shows Signs Of Improvement

Short interest in First Solar (FSLR) has fallen 10.09%, with 7.59 million shares now sold short, or 9.09% of the float. This has prompted fresh questions about shifting sentiment around the stock. See our latest analysis for First Solar. At a share price of $238.57, First Solar has seen a 5.54% 1 day share price return and a 4.76% 7 day share price return, while the year to date share price return is a 13.04% decline and the 1 year total shareholder return is 46.81%. This suggests that...
NYSE:NHI
NYSE:NHIHealth Care REITs

A Look At National Health Investors (NHI) Valuation After New Property Acquisitions And Analyst Rating Upgrade

National Health Investors (NHI) recently hit a 52 week high of $90.58 after announcing plans to acquire nine healthcare properties for $105.5 million, as well as additional investments across Kentucky, South Carolina, and Tennessee. See our latest analysis for National Health Investors. The recent property acquisitions come after a strong run, with the share price at $88.95 posting a 30 day share price return of 10.95% and a year to date share price return of 15.75%. The 1 year total...
NYSE:KO
NYSE:KOBeverage

Coca-Cola Leadership Shift Puts Digital Focus And Valuation In Spotlight

Coca-Cola (NYSE:KO) has announced that Henrique Braun will become CEO, marking a major leadership transition at the company. The company is also creating a new Chief Digital Officer role, focused on digital transformation and faster innovation across its global operations. These leadership changes are positioned as a shift toward stronger digital capabilities and closer alignment with local market needs. Coca-Cola, known for its global beverage portfolio, is making this move as consumer...
NYSE:O
NYSE:ORetail REITs

Realty Income’s Logistics And Gaming Shift Versus Valuation And Dividend Priorities

Realty Income (NYSE:O) is expanding beyond its traditional property mix with new commitments in logistics and gaming assets. The company recently announced a $1.5 billion partnership focused on logistics properties and an $800 million preferred equity investment in gaming real estate. These moves mark a shift in how Realty Income is positioning its portfolio for future income sources. Realty Income, trading at around $65.07 per share, has delivered a 23.6% return over the past year and...
NasdaqGS:PFG
NasdaqGS:PFGInsurance

How Principal’s Higher Dividend and US$1.5 Billion Buybacks Will Impact Principal Financial Group (PFG) Investors

Principal Financial Group, Inc. recently announced a first-quarter 2026 cash dividend of US$0.80 per share, a one-cent increase over the prior quarter and 7% higher than the same period a year earlier, alongside updates that it completed share repurchases totaling 16,965,356 shares for US$1.50 billion across previously announced buyback programs. The company also reported full-year 2025 revenue of US$15,625.5 million and net income of US$1,185.1 million, framing its higher dividend and...
NYSE:SUI
NYSE:SUIResidential REITs

Is Sun Communities (SUI) Offering Value After Mixed Multi Year Share Price Performance

Wondering if Sun Communities at around US$129.99 is offering fair value or a potential mispricing opportunity? This article walks you through what the numbers actually suggest. The stock has returned 1.7% over the last 7 days, 6.4% year to date and 10.9% over the last year, while the 30 day return sits at a slight 0.2% decline and the 3 and 5 year returns are 4.4% and 0.9% declines respectively. Recent coverage of Sun Communities has focused on its role as a large US real estate owner and...