U.S. Stock News

NasdaqCM:APPS
NasdaqCM:APPSSoftware

A Look At Digital Turbine (APPS) Valuation After Raised 2026 Guidance And Return To Quarterly Net Income

Digital Turbine (APPS) is back on investors’ radar after raising its 2026 revenue outlook to US$553 million to US$558 million and reporting third quarter results that showed a shift from a net loss to net income. See our latest analysis for Digital Turbine. The recent guidance hike and return to quarterly net income have arrived during a weak patch for the stock, with a 30 day share price return of a 20.04% decline and a 1 year total shareholder return of a 32.31% loss indicating that...
NYSE:KIM
NYSE:KIMRetail REITs

Kimco Realty Dividend Hike Meets Record Occupancy And Leasing Strength

Kimco Realty (NYSE:KIM) has approved a 4% increase to its quarterly common dividend for 2025. The company reported record overall portfolio occupancy for 2025. Kimco also recorded its highest quarterly new leasing volume in more than 10 years. Kimco Realty, a major owner of open air shopping centers, sits at the intersection of retail property and consumer spending trends. For investors following real estate income names, a 4% dividend increase from NYSE:KIM and record portfolio occupancy...
NasdaqCM:RCEL
NasdaqCM:RCELBiotechs

Avita Medical (RCEL) TTM US$48.6m Loss Tests Bullish Profitability Narratives

AVITA Medical (RCEL) has just wrapped up FY 2025 with Q4 revenue of US$17.6 million, a basic EPS loss of US$0.38, and net income loss excluding extra items of US$11.6 million, giving investors a clear read on how the year finished. Over recent quarters, the company has seen revenue range from US$17.1 million to US$18.5 million, while quarterly basic EPS losses have moved between US$0.38 and US$0.53 as management pushes ahead with commercial execution and product launches. For investors, the...
NasdaqGS:ZBRA
NasdaqGS:ZBRAElectronic

Zebra Technologies (ZBRA) Margin Compression To 7.8% Reinforces Bearish Profitability Narratives

Zebra Technologies (ZBRA) has wrapped up FY 2025 with fourth quarter revenue of US$1,475 million and basic EPS of US$1.39. Trailing 12 month figures show total revenue of US$5.4 billion and basic EPS of US$8.24. Over the past six reported quarters, revenue has ranged from US$1,255 million to US$1,475 million and quarterly basic EPS has moved between US$1.39 and US$3.16. This gives investors a clear view of how sales and per share earnings have tracked alongside a trailing net margin that has...
NasdaqGM:RPD
NasdaqGM:RPDSoftware

Rapid7 (RPD) Guides to 2026 Profitability After Q4 Results Is Its Margin Story Evolving?

In February 2026, Rapid7, Inc. reported its fourth-quarter 2025 results, with revenue of US$217.39 million and net income of US$3.13 million, alongside full-year 2025 revenue of US$859.79 million and net income of US$23.38 million. The company also issued 2026 guidance that points to a GAAP loss in the first quarter but a return to GAAP profitability for the full year, giving investors fresh insight into its near-term growth and margin path. Now we’ll examine how Rapid7’s modest quarterly...
NYSE:BNT
NYSE:BNTInsurance

Brookfield Wealth Solutions (BNT) Margin Compression Challenges Bullish Earnings Growth Narrative

Brookfield Wealth Solutions (BNT) has wrapped up FY 2025 with Q4 revenue of about US$3.1b and basic EPS of roughly US$0.03, capping a year in which trailing 12 month revenue came in at US$11.6b and EPS at US$2.49. The company has seen quarterly revenue move between US$2.6b and US$3.1b across FY 2025, while basic EPS swung from a loss of US$0.90 in Q1 2025 to US$1.89 in Q3 2025 and US$0.03 in Q4 2025. This puts the focus on how consistently those earnings can convert into lasting...
NasdaqCM:EXAS
NasdaqCM:EXASBiotechs

Is It Time To Reassess Exact Sciences (EXAS) After The US$105 Abbott Offer?

If you are wondering whether Exact Sciences is still worth your attention at current prices, the key question is how its market value compares with what the business may be worth on paper. The stock last closed at US$103.24, with returns of 0.1% over 7 days, 1.0% over 30 days, 1.5% year to date, 109.4% over 1 year, 62.6% over 3 years, and a 30.2% decline over 5 years. Recent news around Exact Sciences has focused on its position in cancer diagnostics and how its core products fit into...
NasdaqGS:KPTI
NasdaqGS:KPTIBiotechs

Karyopharm Therapeutics (KPTI) TTM US$196 Million Loss Tests Bullish Profitability Narratives

Karyopharm Therapeutics FY 2025 earnings snapshot Karyopharm Therapeutics (KPTI) closed FY 2025 with Q4 revenue of US$34.1 million and a basic EPS loss of US$5.68, alongside a net loss of US$102.2 million. On a trailing twelve month basis, EPS stood at a loss of US$17.93 on revenue of US$146.1 million and a net loss of US$196.0 million. The company has reported quarterly revenue ranging from US$30.0 million to US$44.0 million over the past year, with basic EPS losses between US$2.77 and...
NYSE:AL
NYSE:ALTrade Distributors

Air Lease Merger Talks Test Earnings Strength And Low P E Valuation

Air Lease (NYSE:AL) is working through a pending merger with Sumisho Air Lease Corporation that could reshape how the business is organized and funded. The potential transaction raises questions around future operations, financing options, and how the combined entity might serve airline customers. Investors are watching closely as the company evaluates this merger alongside its current trading level near $64.73 per share. With Air Lease trading around $64.73, investors are weighing this...
NasdaqGS:MORN
NasdaqGS:MORNCapital Markets

Morningstar (MORN) Margin Improvement Reinforces Bullish Earnings Quality Narrative

Morningstar (MORN) has wrapped up FY 2025 with fourth quarter total revenue of US$641.1 million and basic EPS of US$2.84, capping a year where trailing twelve month revenue reached US$2.4 billion and EPS came in at US$8.93. Over the past few quarters, the company has seen quarterly revenue move from US$581.9 million in Q1 2025 to US$641.1 million in Q4, while basic EPS stepped from US$1.83 to US$2.84 over the same stretch, supported by earnings growth of 15.2% over the last year and net...
NYSEAM:EPM
NYSEAM:EPMOil and Gas

Evolution Petroleum (EPM) Earnings See Margin Gains That Test Bullish Cost Narrative

Evolution Petroleum (EPM) just posted Q2 2026 results with revenue of US$20.7 million, basic EPS of US$0.03 and net income of US$1.0 million, set against trailing 12 month revenue of US$85.6 million and basic EPS of US$0.08. Over the last year, revenue has been running in the US$85 million range while net income on a trailing basis has moved to US$2.7 million, giving investors a clearer picture of how recent quarters are feeding into the longer term earnings line. With net margin at 3.2% over...
NYSE:WMB
NYSE:WMBOil and Gas

Williams Companies Growth Projects And Partnership Shift Valuation And Dividend Picture

Williams Companies (NYSE:WMB) has completed a series of major pipeline and offshore projects and formed a new partnership with Woodside Energy. The company has launched ten new initiatives across pipeline transmission, gathering, storage, and power-related projects. Williams has sold its Haynesville E&P business and outlined substantial new growth capital commitments. The company has also announced a 5% dividend increase alongside its latest expansion plans. For investors watching NYSE:WMB,...
NasdaqGS:HIMX
NasdaqGS:HIMXSemiconductor

Himax Technologies (HIMX) Margin Compression Challenges Bullish Earnings Growth Narrative

Himax Technologies (HIMX) closed FY 2025 with fourth quarter revenue of US$203.1 million and basic EPS of US$0.07, alongside net income of US$6.3 million, setting a clear marker for how the year wrapped up. Over recent periods the company has seen quarterly revenue move from US$237.2 million and EPS of US$0.14 in Q4 2024 to US$215.1 million and EPS of US$0.11 in Q1 2025, US$214.8 million and EPS of US$0.09 in Q2, and US$199.2 million and EPS of US$0.01 in Q3, before landing at the latest Q4...
NYSE:AAP
NYSE:AAPSpecialty Retail

Advance Auto Parts (AAP) Same Store Sales Rebound Tests Profitability Turnaround Narratives

Latest earnings snapshot and why it matters for the AAP story Advance Auto Parts (AAP) just posted third quarter FY 2025 revenue of about US$2.0 billion with basic EPS near breakeven at roughly US$0.02 loss, setting a cautious tone after a run of mixed results. The company has seen quarterly revenue move from US$2.18 billion in the second quarter of FY 2024 to US$2.58 billion in the first quarter of FY 2025, while basic EPS has swung from a US$10.20 loss in the fourth quarter of FY 2024 to a...
NYSE:WPC
NYSE:WPCREITs

W. P. Carey’s €1b Notes Reshape Debt Profile And Portfolio Mix

W. P. Carey (NYSE:WPC) has completed a €1b senior unsecured note offering. The euro denominated notes are intended to help manage existing debt and fund new investments. The company is reshaping its portfolio, including acquisitions, property sales, and an exit from self storage and office assets. W. P. Carey runs a diversified net lease real estate portfolio, where tenants typically handle many property level costs. The latest financing move comes as the company adjusts its mix of...
NasdaqGS:CRSR
NasdaqGS:CRSRTech

Corsair Gaming (CRSR) Valuation Check After Earnings, 2026 Guidance And New Share Buyback

What Corsair just told the market Corsair Gaming (CRSR) has packed a lot into its latest update, combining Q4 and full year 2025 results with fresh 2026 guidance and a new US$50 million share buyback plan. For Q4 2025, Corsair reported sales of US$436.86 million and net income of US$25.79 million, with basic earnings per share from continuing operations at US$0.23 and diluted earnings per share at US$0.22. Across 2025 as a whole, sales were US$1.47 billion, while the company recorded a net...
NYSE:BAP
NYSE:BAPBanks

Credicorp’s Mibanco SaaS Upgrade With Temenos And What It Signals For Valuation

Mibanco, the microfinance arm of Credicorp (NYSE:BAP), is partnering with Temenos to modernize its core banking platform using software as a service. The collaboration focuses on faster product launches, improved customer experience, and broader financial inclusion for small businesses in Peru. For Credicorp, which has a strong presence in microfinance through Mibanco, this tech upgrade relates directly to how banking services are delivered to small and midsize enterprises in Peru. The move...
NasdaqGS:CFLT
NasdaqGS:CFLTSoftware

Confluent (CFLT) Revenue Growth Versus Persistent Losses Tests High Multiple Narratives

Confluent (CFLT) just wrapped up FY 2025 with Q4 revenue of US$314.8 million and a basic EPS loss of US$0.23, while trailing twelve month revenue sat at about US$1.17 billion against a full year basic EPS loss of US$0.86. Over recent quarters, the company has seen revenue move from US$261.2 million in Q4 2024 to US$314.8 million in Q4 2025, with quarterly basic EPS losses ranging between US$0.19 and US$0.27. The latest print keeps the spotlight firmly on how quickly revenue growth can offset...
NYSE:PMT
NYSE:PMTMortgage REITs

Is PennyMac Mortgage Investment Trust (PMT) Pricing Look Stretched After Recent Share Price Weakness

If you are wondering whether PennyMac Mortgage Investment Trust is offering good value at its recent share price, you are not alone. This article is designed to help you make sense of that question. The stock most recently closed at US$12.49, with returns of 2.0% over the past week, a 5.2% decline over the past month, a 1.3% decline year to date, and a 3.4% return over the last year, alongside cumulative returns of 26.2% over three years and 22.1% over five years. Recent coverage has focused...
NasdaqGS:AMPH
NasdaqGS:AMPHPharmaceuticals

Assessing Amphastar Pharmaceuticals (AMPH) Valuation After Mixed Returns And A 13.9% Undervaluation Narrative

What is moving Amphastar Pharmaceuticals now? Amphastar Pharmaceuticals (AMPH) has drawn investor attention after its recent share performance, with the stock around $27.55 and short term returns mixed between the past week, month and past 3 months. See our latest analysis for Amphastar Pharmaceuticals. At around $27.55, Amphastar Pharmaceuticals has given investors a mixed ride, with recent share price returns over the past week and month soft, while the 90 day share price return of 5.72%...
NasdaqGS:PCH
NasdaqGS:PCHSpecialized REITs

Is PotlatchDeltic’s NASDAQ Composite Exit Quietly Reframing the Investment Case for PCH?

In early February 2026, PotlatchDeltic Corporation was removed from the NASDAQ Composite Index, while multiple long-running ESOP-related shelf registrations for common stock were formally closed. This combination highlights how a technical index change, rather than routine employee stock plan administration, can have an outsized influence on trading flows and investor attention. Next, we’ll examine how PotlatchDeltic’s removal from the NASDAQ Composite Index could affect its existing...