U.S. Stock News

NasdaqGS:WMG
NasdaqGS:WMGEntertainment

A Look At Warner Music Group (WMG) Valuation After Earnings And New TikTok And AI Music Partnerships

Warner Music Group (WMG) is back in focus after quarterly results that highlighted revenue and profit growth, along with updates on streaming share, catalog monetization, technology investments, and new partnerships in short form video and AI music. See our latest analysis for Warner Music Group. The earnings release, dividend affirmation and completion of a US$41.36m buyback have come against a softer share price backdrop. A 1 day share price return of 3.15% contrasts with a 1 year total...
NYSE:HESM
NYSE:HESMOil and Gas

How Investors Are Reacting To Hess Midstream (HESM) Stronger Q4 Earnings And Improved Profitability Metrics

Hess Midstream LP has released its fourth-quarter 2025 results, reporting revenue of US$404.2 million and net income of US$93.3 million, both higher than the same period a year earlier, with basic and diluted earnings per share from continuing operations at US$0.72 versus US$0.68 previously. The combination of rising revenue and a sharper increase in net income suggests improved cost efficiency or a more profitable service mix within Hess Midstream’s fee-based midstream operations. We’ll now...
NYSE:MUX
NYSE:MUXMetals and Mining

Does Gold’s Revival and Nevada Expansion Quietly Rebalance Risk and Reward for McEwen (MUX)?

In recent days, commentary around McEwen Mining has emphasized investors’ renewed focus on gold amid potential US Federal Reserve rate cuts, alongside the company’s continued progress on key gold and copper projects and its acquisition of Golden Lake Exploration to strengthen its Nevada footprint. An interesting angle is that this shift in sentiment toward gold is coinciding with McEwen’s incremental de-risking of its project pipeline, subtly changing how some investors may view its growth...
NYSE:MTDR
NYSE:MTDROil and Gas

What Matador Resources (MTDR)'s Analyst Optimism and Institutional Positioning Means For Shareholders

In recent days, Matador Resources has drawn heightened attention as analysts highlighted its sector-leading revenue growth expectations, relatively low forward earnings multiple, and strong institutional interest, alongside active institutional trading strategies testing support and resistance levels. This combination of bullish analyst consensus, perceived undervaluation, and sophisticated institutional positioning underscores how closely professional investors are tracking Matador’s...
NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

AST SpaceMobile Capital Raise And BlueBird 6 Shift Risk Reward Profile

AST SpaceMobile (NasdaqGS:ASTS) launched a $1b convertible note offering, alongside equity offerings and a debt repurchase plan. The company announced successful deployment of its BlueBird 6 satellite, which carries a large commercial antenna aimed at connecting standard smartphones. The financing and satellite milestone were reported together, signaling a major phase in AST SpaceMobile's space based cellular broadband rollout. AST SpaceMobile is trying to build a space based cellular...
NYSE:LHX
NYSE:LHXAerospace & Defense

L3Harris Technologies (LHX) Valuation Check After Major Missile Contract Wins And Record Backlog

L3Harris Technologies (LHX) is back in focus after confirming it has fully executed a multi year share repurchase program and filed a mixed securities shelf registration, a combination that reshapes its capital flexibility. See our latest analysis for L3Harris Technologies. The latest buyback completion and new shelf registration come after a strong run, with a 90 day share price return of 20.09% and a 1 year total shareholder return of 78.19%. This suggests momentum has been building around...
NYSE:CVS
NYSE:CVSHealthcare

Assessing CVS Health (CVS) Valuation As Earnings Rebuild And Restructuring Shape Expectations

What CVS Health’s latest numbers say about the business CVS Health (CVS) has been in focus as investors weigh its recent share performance alongside fresh financial figures, including annual revenue of about US$399.8b and net income of roughly US$1.8b. Over the past year, the stock’s total return sits near 24%, while year to date it reflects a loss of about 2%. Returns over the past 3 months are close to flat, with the one-month performance also little changed. In that context, CVS Health...
NYSE:ENR
NYSE:ENRHousehold Products

A Look At Energizer Holdings (ENR) Valuation After Mixed Q1 Earnings And Reaffirmed 2026 Guidance

Energizer Holdings (ENR) is back in focus after first quarter results showed sales of US$778.9 million alongside a net loss of US$3.4 million, while management reaffirmed 2026 guidance despite margin pressure from tariffs and softer consumer demand. See our latest analysis for Energizer Holdings. That backdrop helps explain why the 1 month share price return of 10.11% and year to date share price return of 14.25% sit alongside a 1 year total shareholder return of 22.73% and 5 year total...
NYSE:SAFE
NYSE:SAFESpecialized REITs

Assessing Safehold (SAFE) Valuation After Earnings Beat Credit Upgrade And Buyback Plans

Safehold (SAFE) just released fourth quarter and full year 2025 results, paired with a fresh A- credit rating and leadership changes. This gives investors new information on earnings quality, balance sheet strength, and future capital plans. See our latest analysis for Safehold. Safehold's latest news arrives after a period where the share price has picked up, with a 90 day share price return of 18.37% and a year to date share price return of 14.89%. However, the 1 year total shareholder...
NasdaqGS:SGRY
NasdaqGS:SGRYHealthcare

Assessing Surgery Partners (SGRY) Valuation After Optimistic Sentiment Ahead Of Fourth Quarter Results

Surgery Partners (SGRY) drew investor attention after its shares climbed 7.7% in the last session on heavy trading, as the market looked ahead to fourth quarter 2025 results and modestly higher revenue expectations. See our latest analysis for Surgery Partners. That jump in trading came after a stronger 7 day share price return of 14.01%. However, the 1 year total shareholder return of 40.24% and 5 year total shareholder return of 60.56% indicate that momentum has been relatively weak over...
NasdaqGS:DSGR
NasdaqGS:DSGRTrade Distributors

A Look At Distribution Solutions Group (DSGR) Valuation As Shares Trade Near US$30.84

Event context and recent performance snapshot Distribution Solutions Group (DSGR) did not have a single headline event driving attention today. However, recent returns and fundamentals give you a few concrete data points to work with. The stock closed at US$30.84, with a roughly flat move over the past week and a small gain over the past month. Over the past 3 months, the share price shows a stronger positive return, while the total return over the past year is more muted compared with its 3...
NasdaqGS:LAUR
NasdaqGS:LAURConsumer Services

Will Laureate’s Higher Revenue Guidance And Larger Buybacks Reframe Laureate Education's (LAUR) Capital Allocation Narrative

Laureate Education recently raised its full-year revenue guidance to as much as US$1.69 billion and expanded its share repurchase authorization by US$150 million, supported by 9% third-quarter revenue growth and a 7% increase in new enrollments year to date, while ending September with US$138.60 million in net cash. This combination of upgraded outlook, reinforced buybacks, and a cash-rich balance sheet underscores management’s focus on measured expansion and returning capital to...
NasdaqGS:ERIE
NasdaqGS:ERIEInsurance

Is Erie Indemnity’s Post‑Earnings Slide to a 52‑Week Low Altering The Investment Case For ERIE?

Erie Indemnity recently saw its shares come under pressure as investors reacted to weaker sentiment around the company’s latest financial results and the broader market backdrop. The stock’s slide to a new 52-week low, alongside higher-than-usual trading volume, points to heightened anxiety ahead the February earnings update that has now passed. We will now examine how rising investor concern over recent financial results shapes Erie Indemnity’s investment narrative going forward. Capitalize...
NYSE:VMC
NYSE:VMCBasic Materials

How Vulcan’s Ninth Straight Dividend Hike Will Impact Vulcan Materials (VMC) Investors

Vulcan Materials’ board has raised its quarterly cash dividend by 6% to US$0.52 per share, payable on March 23, 2026, to shareholders of record on March 9, following its long-running pattern of dividend increases. This latest hike, marking the ninth consecutive annual dividend increase, underscores management’s confidence in cash generation and commitment to returning capital to shareholders ahead of the upcoming earnings release. Next, we’ll examine how this ninth straight dividend increase...
NYSE:KN
NYSE:KNElectronic

Is It Too Late To Consider Buying Knowles (KN) After Its Strong 1 Year Rally?

If you are wondering whether Knowles at around US$27.29 is starting to look expensive or still offers value, this article will walk through what the numbers actually say. The stock has recently shown strong momentum, with returns of 1.1% over 7 days, 11.0% over 30 days, 24.3% year to date, 49.2% over 1 year, 55.7% over 3 years and 29.6% over 5 years. Recent news coverage has focused on Knowles as a specialist in audio and related technologies, with investors paying close attention to how its...
NYSE:DOW
NYSE:DOWChemicals

Dow Restructuring With 4,500 Job Cuts Seeks US$2b AI Driven Savings

Dow announced a major restructuring plan that includes 4,500 job cuts across its global operations. The company plans to invest in artificial intelligence and automation as part of a broader efficiency and competitiveness program. The moves represent a material shift in how Dow allocates resources and organizes its workforce. For investors watching NYSE:DOW, the restructuring comes with the stock at $32.49 and a mixed return profile. Shares are up 2.2% over the past week and 17.8% over the...
NasdaqGM:MNKD
NasdaqGM:MNKDBiotechs

MannKind’s Pediatric Afrezza Trial Puts Needle Free Insulin Thesis To Test

MannKind (NasdaqGM:MNKD) has started enrolling pediatric patients in its pivotal INHALE-1ST trial of Afrezza inhaled insulin. The study focuses on using Afrezza shortly after a type 1 diabetes diagnosis in children and adolescents. The FDA is currently reviewing a supplemental application to expand Afrezza’s label to pediatric use, with a decision expected in the coming months. If cleared, Afrezza could become the first needle free insulin option for young patients in the US. Shares of...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

Monday.com Balances Strong Quarter With Cautious 2026 AI-Focused Outlook

monday.com (NasdaqGS:MNDY) reported strong fourth quarter results, underscoring solid current business performance. The company issued a cautious revenue outlook for 2026, pointing to AI driven competitive pressures and softer demand from small businesses. Management indicated it will no longer emphasize long term revenue targets, signaling a shift in how it is framing future growth. monday.com, listed on NasdaqGS:MNDY, provides work management and collaboration tools used by teams across a...
NYSE:NNN
NYSE:NNNRetail REITs

NNN REIT Extends Dividend Streak As Record 2025 Acquisitions Test Balance Sheet

NNN REIT (NYSE:NNN) reported a 36th consecutive year of dividend increases in 2025. The company recorded its highest ever annual acquisition volume, with more than $900m invested in new properties. NNN REIT highlighted a portfolio with high occupancy and long lease terms alongside this expansion. NNN REIT enters 2026 with a long dividend growth streak that sets it apart from many other U.S. listed companies. Its shares recently traded at $44.34, with the stock up 3.3% over the past week,...
NYSE:JBS
NYSE:JBSFood

Assessing JBS (NYSE:JBS) Valuation After Recent Share Price Momentum

What JBS stock’s recent move might be telling you JBS (NYSE:JBS) has attracted fresh attention after a recent share price move, with the stock up about 1.1% over the past week and roughly 9.1% over the past month. See our latest analysis for JBS. The recent 30 day share price return of 9.1% and 90 day return of 15.4% suggest building momentum for JBS, with the current share price at $16.0 anchoring those shorter term moves. If this has you thinking about where else momentum could be forming,...
NYSE:EQT
NYSE:EQTOil and Gas

EQT Broadens Beyond Natural Gas With $6.6b Urbaser Deal Analysis

EQT (NYSE:EQT) is moving into global environmental infrastructure through a planned $6.6b joint acquisition of Urbaser with Blackstone. Urbaser operates as a major waste management and environmental services provider with a global footprint. The deal includes plans to expand Urbaser’s presence in industrial waste management and core municipal services. This transaction represents a shift for EQT beyond its traditional focus on natural gas production. For followers of EQT (NYSE:EQT), this...
NYSE:U
NYSE:USoftware

Unity Board Refresh Brings Bernard Kim And New Governance Focus

Unity Software (NYSE:U) is reshaping its Board of Directors, with Bernard Kim set to join as an independent director. Longtime directors including founder David Helgason and Tomer Bar Zeev are retiring from the board, with Mary Schmidt Campbell also scheduled to step down. These changes mark a material shift in Unity's board composition and corporate oversight. Unity runs a widely used real time 3D engine and toolset that powers many mobile and console games, as well as applications in...
NYSE:IOT
NYSE:IOTSoftware

Is Samsara’s (IOT) AI Coach Push Reshaping Its Safety‑First Fleet Management Narrative?

Earlier this month, Samsara Inc. launched Samsara Coach, an AI-powered, real-time driver coaching tool showcased in a Super Bowl LX commercial featuring NASCAR champion Jesse Love, while also expanding its Canadian operations with localized data hosting, domestic logistics, and fleet lifecycle partnerships. Together, these moves highlight how Samsara is using AI and in-country infrastructure to deepen its role in safety, compliance, and operational reliability for large fleets across North...
NYSE:MNR
NYSE:MNROil and Gas

A Look At Mach Natural Resources (MNR) Valuation After Its New Q4 2025 Cash Distribution Announcement

Mach Natural Resources (MNR) has put income front and center, with its board declaring a fourth quarter 2025 cash distribution of $0.53 per common unit to unitholders of record on February 26, 2026. See our latest analysis for Mach Natural Resources. The latest distribution news lands after a stretch of firm share price momentum, with a 30 day share price return of 19.2% and a 90 day share price return of 10.74%. This comes even though the 1 year total shareholder return is a 6.69% decline,...