U.S. Stock News

NYSE:VYX
NYSE:VYXSoftware

Is NCR Voyix (VYX) Quietly Rewiring Its Business Model Around Cloud Recurring Revenue?

Earlier this week at NRF’s Big Show 2026, NCR Voyix unveiled new applications for its Voyix Commerce Platform to help long-standing clients transition from legacy hardware to cloud-native systems with integrated payments. The move underscores NCR Voyix’s push toward higher-margin, recurring cloud revenue by simplifying retailers’ technology stacks into a unified commerce experience. We’ll now consider how this push toward integrated, recurring cloud services could shape NCR Voyix’s broader...
NasdaqGS:SPSC
NasdaqGS:SPSCSoftware

Did SPS Commerce’s New Supply Chain Cloud Tools Just Shift SPSC’s Investment Narrative?

In January 2026, SPS Commerce, Inc. announced a set of new supply chain products and capabilities, including SAP S/4HANA cloud connectivity, Shopify system automation, the SPS Relationship Center, and an enhanced Manufacturing Suite to improve visibility and coordination across complex, diversified supply networks. An important insight from this launch is how SPS Commerce is positioning its network and tools as a shared operating layer for retailers, manufacturers, and suppliers that need...
NasdaqGS:XRX
NasdaqGS:XRXTech

Is Xerox (XRX) Using Its Lexmark AI Retail Suite to Redefine Its Competitive Moat?

In January 2026, Xerox Holdings and Lexmark, now a combined company, unveiled a unified suite of AI-enabled retail technology solutions at NRF 2026: Retail’s Big Show in New York, highlighting end-to-end offerings spanning IT, production print, digital workflows, signage, and vision AI for store operations. This collaboration underscores how integrating Xerox’s digital workflow and print capabilities with Lexmark’s retail-focused devices and vision AI can create a single platform that...
NYSE:LUMN
NYSE:LUMNTelecom

Has Lumen Technologies (LUMN) Run Too Far After Its Recent Share Price Rebound

If you are wondering whether Lumen Technologies at around US$8.39 still offers value or has already run too far, you are not alone. The stock shows returns of 2.2% over 7 days, 8.0% over 30 days, 9.1% year to date, 45.9% over 1 year and 58.3% over 3 years, while the 5 year return sits at a 36.9% decline. Recent attention on Lumen has been shaped by ongoing coverage of its turnaround efforts and balance sheet position, as investors weigh how the company responds to its debt load and industry...
NasdaqGS:CRNX
NasdaqGS:CRNXPharmaceuticals

Is It Too Late To Consider Crinetics Pharmaceuticals (CRNX) After Strong Multi‑Year Share Gains?

Investors may be wondering if Crinetics Pharmaceuticals at around US$55.41 per share is still offering fair value, or if the recent excitement has already been priced in. The stock shows a flat 7 day return, while the 30 day return is 12.5%, year to date is 18.6%, and the 1 year return is 43.4%, with a very large 5 year gain of 282.9%. This performance may have changed how the market views its risk and potential. Recent coverage has focused on Crinetics Pharmaceuticals as a growth oriented...
NYSE:COSO
NYSE:COSOBanks

CoastalSouth Bancshares (COSO) Q4 Net Interest Margin Supports Bullish Core Profitability Narrative

CoastalSouth Bancshares (COSO) has wrapped up FY 2025 with fourth quarter revenue of US$21.0 million and basic EPS of US$0.60, while trailing twelve month revenue and EPS came in at US$78.8 million and US$2.24 respectively. Over recent quarters the company has seen revenue move from US$18.0 million in Q1 2025 to US$21.0 million in Q4 2025, with quarterly EPS ranging between US$0.49 and US$0.60 over the same period. This gives investors a clearer view of the earnings base behind the latest...
NYSE:ALLY
NYSE:ALLYConsumer Finance

Ally Financial (ALLY) Q4 Net Margin Rebound Challenges Bearish Earnings Narratives

Ally Financial FY 2025 Results Snapshot Ally Financial (ALLY) has wrapped up FY 2025 with Q4 revenue of US$1,892 million and basic EPS of US$0.97, rounding out a trailing twelve month EPS of US$2.41 and net income of US$742 million. The company has seen revenue move from US$6,751 million to US$7,374 million on a trailing basis, while quarterly EPS has ranged from a loss of US$0.82 in Q1 2025 to US$1.20 in Q3 2025. This provides investors with a fuller view of how profitability has evolved...
NYSE:WFC
NYSE:WFCBanks

Has The Recent Wells Fargo (WFC) Pullback Opened A New Valuation Opportunity?

For investors wondering whether Wells Fargo is still a solid value play at today’s price or if the easy money has already been made, this article walks through what the current numbers suggest. The stock last closed at US$86.12, with a 3.5% decline over 7 days and an 8.7% decline over 30 days, while still showing a 13.5% gain over 1 year, 105.4% over 3 years and 220.3% over 5 years. Recent headlines have focused on Wells Fargo’s ongoing efforts to simplify its business model and address past...
NYSE:TDOC
NYSE:TDOCHealthcare Services

Is Teladoc (TDOC) Now Offering Value After Multi‑Year Share Price Declines

If you are looking at Teladoc Health and wondering whether the current share price reflects its true value, you are not alone. The stock last closed at US$6.16, with returns of a 6.8% decline over 7 days, 15.2% decline over 30 days, 12.6% decline year to date, 37.7% decline over 1 year, 77.2% decline over 3 years and 97.8% decline over 5 years. Recent coverage around Teladoc has focused on its role as a major telehealth provider, with attention on how virtual care fits into broader...
NYSE:MCB
NYSE:MCBBanks

Metropolitan Bank Holding (MCB) Net Interest Margin Strength Challenges Loan Quality Concerns

Metropolitan Bank Holding (MCB) just closed out FY 2025 with Q4 revenue of US$85.6 million and basic EPS of US$2.83, supported by net income of US$28.9 million. Over the past year, revenue has ranged from US$56.0 million to US$85.6 million per quarter while quarterly EPS moved between US$0.68 and US$2.83. This gives you a clear view of how the top line and EPS have tracked together through FY 2025. With a trailing net interest margin at 3.88% and a net profit margin of 25.6% for the last...
NasdaqCM:NUTX
NasdaqCM:NUTXHealthcare

Assessing Nutex Health (NUTX) Valuation After Strong Growth Signals And Earnings Momentum

Recent screening work around growth investing criteria has pushed Nutex Health (NUTX) into focus, after it met strict tests tied to earnings revisions, earnings surprises, sales growth, and operating margin trends. See our latest analysis for Nutex Health. The recent growth screen interest comes after a period of sharp volatility, with a 1 day share price return of a 4.42% decline and a 7 day return of an 11.41% decline, alongside a 90 day share price return of 25.29% and a very large 1 year...
NYSE:CDRE
NYSE:CDREAerospace & Defense

Assessing Cadre Holdings (CDRE) Valuation After A Dividend Increase Signals Confidence

Dividend increase sets the tone for Cadre Holdings Cadre Holdings (CDRE) has raised its quarterly cash dividend to $0.10 per share, a 5% increase on an annualized basis, which reflects the Board’s current stance on shareholder returns. See our latest analysis for Cadre Holdings. The dividend news lands at a time when momentum in Cadre Holdings’ shares has been building, with a 1-day share price return of 5.43% and a year to date share price return of 8.61%. The 1-year total shareholder return...
NYSE:BKU
NYSE:BKUBanks

BankUnited (BKU) Net Interest Margin Reaches 3% Challenging Cautious Earnings Narratives

BankUnited (BKU) closed out FY 2025 with fourth quarter revenue of US$262.6 million and basic EPS of US$0.91, while trailing twelve month revenue came in at just over US$1.0 billion with EPS of US$3.55 and net income of US$268.4 million. Over the past year, revenue has moved from US$958.3 million to US$1,025.3 million on a trailing twelve month basis, with EPS rising from US$3.10 to US$3.55 as net income climbed from US$228.4 million to US$268.4 million, signalling firmer profitability and...
NYSE:NPB
NYSE:NPBBanks

Northpointe Bancshares (NPB) Earnings Growth And 29.9% Margin Reinforce Bullish Narratives

Northpointe Bancshares (NPB) has rounded out FY 2025 with fourth quarter revenue of US$67.8 million and basic EPS of US$0.53, while trailing 12 month revenue reached US$239.6 million and EPS came in at US$2.14 on net income of US$71.6 million. The company has seen revenue move from US$42.4 million and EPS of US$0.34 in the fourth quarter of 2024 to US$67.8 million and EPS of US$0.53 in the fourth quarter of 2025, setting the scene for a discussion that centers on how its expanding net profit...
NasdaqCM:FVCB
NasdaqCM:FVCBBanks

FVCBankcorp (FVCB) Net Interest Margin Near 2.9% Challenges Cautious Narratives

FVCBankcorp (FVCB) closed out FY 2025 with fourth quarter total revenue of US$16.9 million and basic EPS of US$0.31, setting the tone for how investors will read the full year. The company reported quarterly revenue of US$15.4 million in Q4 2024 and US$16.9 million in Q4 2025, while basic EPS over the same quarters moved from US$0.27 to US$0.31, giving a clear sense of the recent top and bottom line run rate. With trailing twelve month net income at US$22.1 million and margins in the low 30s,...
NasdaqGS:MMYT
NasdaqGS:MMYTHospitality

MakeMyTrip Q3 2026 Margin Slide Tests Bullish Growth Narratives

How MakeMyTrip's Latest Numbers Set the Stage for the Current Market Story MakeMyTrip (NasdaqGS:MMYT) has posted Q3 2026 revenue of US$295.7 million with basic EPS of US$0.07, setting a fresh marker for investors assessing the travel platform's earnings trajectory. The company has seen quarterly revenue move from US$210.99 million in Q2 2025 to US$295.7 million in Q3 2026, while basic EPS has ranged from US$0.16 in Q2 2025 to US$0.07 in the latest quarter, including a loss of US$0.06 per...
NYSE:TRV
NYSE:TRVInsurance

Travelers Companies (TRV) Margin Strength Challenges Bearish Earnings Narratives

Travelers Companies (TRV) closed out FY 2025 with fourth quarter revenue of US$12.4b and basic EPS of US$11.02, while trailing twelve month EPS sat at US$28.91 on revenue of US$48.8b. The company has seen revenue move from US$12.0b and EPS of US$9.11 in Q4 2024 to US$12.4b and EPS of US$11.02 in Q4 2025, alongside trailing net income rising from US$5.0b to US$6.3b and net margin lifting from 10.7% to 12.9%. This frames a year in which profitability metrics took center stage for investors...
NasdaqGS:WTFC
NasdaqGS:WTFCBanks

Wintrust Financial (WTFC) Margins Hold Near 30% Challenging Slower Growth Narratives

Wintrust Financial (WTFC) has wrapped up FY 2025 with fourth quarter revenue of US$686.1 million, basic EPS of US$3.23 and net income excluding extra items of US$216.0 million, setting the tone for how the full year is being assessed. The company has seen revenue move from US$621.1 million and basic EPS of US$2.68 in Q4 2024 to US$686.1 million and US$3.23 in Q4 2025, which feeds into trailing twelve month revenue of US$2.6 billion and EPS of US$11.78. With a trailing net profit margin of 30%...
NYSE:FNB
NYSE:FNBBanks

FNB (FNB) Earnings Growth And 3.28% Net Interest Margin Reinforce Bullish Narratives

F.N.B (FNB) has released its FY 2025 results with fourth quarter revenue of US$438.9 million and basic EPS of US$0.47, backed by trailing twelve month revenue of US$1.68 billion and EPS of US$1.57. Over recent periods, revenue has moved from US$347.3 million in Q4 2024 to US$438.9 million in Q4 2025, while quarterly EPS has gone from about US$0.30 to US$0.47. This sets up a story where higher trailing net income and a 33.7% net margin frame the key factors investors will be weighing in this...
NYSE:CRI
NYSE:CRILuxury

Has Carter’s (CRI) Share Price Recovery Outrun Its Fundamentals After Recent Declines

If you are wondering whether Carter's current share price reflects its true worth, this breakdown is designed to help you size up the stock with clear, valuation focused context. Carter's last closed at US$38.17, with returns of 3.8% over 7 days, 19.1% over 30 days and 15.0% year to date, while the 1 year and 3 year returns are 27.1% and 46.3% declines, and the 5 year return is a 50.8% decline. Recent coverage around Carter's has focused on the company within the broader consumer durables...
NasdaqGS:CHCO
NasdaqGS:CHCOBanks

City Holding (CHCO) Margin Strength Reinforces Bullish Narratives Despite Modest Growth Expectations

City Holding (CHCO) has wrapped up FY 2025 with fourth quarter revenue of US$79.1 million and basic EPS of US$2.18, while trailing twelve month revenue reached US$315.6 million and EPS came in at US$9.02, pointing to earnings growth of 12.5% over the past year alongside a net profit margin of 41.3%. Over recent periods, revenue has moved from US$291.8 million and EPS of US$7.91 on a trailing basis in Q4 2024 to US$315.6 million and US$9.02 respectively, with quarterly revenue running between...
NYSE:CFG
NYSE:CFGBanks

Citizens Financial Group (CFG) Margin Strength Reinforces Bullish Narratives Despite P/E Premium

Citizens Financial Group (CFG) closed out FY 2025 with fourth quarter revenue of US$2.0b and basic EPS of US$0.92, while the trailing twelve months came in at US$7.6b of revenue and EPS of US$3.90. Over recent periods, revenue has moved from US$7.1b on a trailing basis in late 2024 to US$7.6b now, with trailing EPS shifting from US$3.04 to US$3.90. This gives you a clearer picture of how the income line has tracked against the top line. Taken together with the latest net income figures, the...
NYSE:TEL
NYSE:TELElectronic

TE Connectivity (TEL) Margin Slippage Challenges Bullish Earnings Growth Narratives In Q1 2026

TE Connectivity (TEL) opened its 2026 financial year with Q1 revenue of US$4.7b and basic EPS of US$2.55, while trailing twelve month EPS stood at US$7.0 on revenue of US$18.1b. The company has seen quarterly revenue move from US$3.8b and EPS of US$1.77 in Q1 2025 to US$4.7b and EPS of US$2.55 in Q1 2026, setting up this release against a backdrop of earnings growth and slightly softer margins for investors to assess. See our full analysis for TE Connectivity. With the latest numbers on the...
NasdaqGS:PRGS
NasdaqGS:PRGSSoftware

Progress Software (PRGS) Margin Decline And One Off Loss Test Bullish Valuation Narrative

Progress Software FY 2025 earnings snapshot Progress Software (PRGS) has wrapped up FY 2025 with fourth quarter revenue of US$252.7 million and basic EPS of US$0.60, capping off trailing twelve month revenue of US$977.8 million and EPS of US$1.70 against a backdrop of a one off loss of US$21.2 million that affected the period’s results. The company reported quarterly revenue rising from US$238.0 million in Q1 2025 to US$252.7 million in Q4 2025. Over the same period, basic EPS ranged from...