U.S. Stock News

Wondering if Target at US$125.43 is a fair deal, expensive, or potentially offering value right now? This article focuses directly on what the current share price might be telling you. The stock is up 24.8% year to date and 35.0% over the last year, even though it has fallen 1.4% over the past week and 3.0% over the past month, which can change how investors think about both opportunity and risk. Recent headlines have focused on Target's position in the broader US consumer retail sector and...

Sweetgreen (NYSE:SG) has appointed former Chipotle executive Cindy Olsen as its first Chief Strategy Officer. Olsen’s remit covers corporate strategy, strategic communications, and long term value creation during Sweetgreen’s current transformation effort. The role is newly created and comes as the company works through challenges that include pressure on sales. Sweetgreen, known for its fast casual salads and warm bowls, has been positioning itself within the restaurant sector, where...

In May 2026, GitLab Inc. released GitLab 19.0, adding an integrated Secrets Manager, expanded agentic merge request workflows, deeper CI visibility, new self-hosted open source model support, and stronger software supply chain controls. Soon after, Carahsoft Technology Corp. expanded its partnership with GitLab to distribute the platform, including GitLab Duo Agent Platform, across North American commercial markets through its existing reseller ecosystem and major cloud marketplaces,...

Silicon Motion Technology (SIMO) is back on investor radar after Q1 revenue growth of 105% year over year, fresh ISO 26262 certification for automotive applications, and an accelerated timetable for its MonTitan controller platform. See our latest analysis for Silicon Motion Technology. The recent ISO 26262 certification, MonTitan acceleration and upbeat commentary around AI and hyperscaler demand have coincided with powerful momentum, with a 30-day share price return of 89.18% and a 1-year...

Recent performance and business overview Firefly Aerospace (FLY) has drawn fresh attention after a strong recent share price run, with the stock up 18.8% on the day, 33.7% over the past week and 70.4% over the past month. Over the past 3 months, the stock has gained 173.2%, giving the company a market value of about $9.4b at a last close of $58.81. Year to date, the share price is up 147.5%. Firefly Aerospace operates as a space and defense technology company, providing launch and space...

Boeing (NYSE:BA) has received FAA approval to increase 737 MAX production to 47 jets per month, marking a key operational step after an extended period of regulatory focus. The production plan is supported by a large pending jet order from China, signaling renewed interest from a major aviation market. SkyGrid, a Boeing company, has entered new partnerships with aviation authorities in Saudi Arabia and Spain to help shape future airspace management for advanced air mobility. Boeing, trading...

In May 2026, Meta Platforms began laying off about 8,000 employees, roughly 10% of its workforce, while sharply increasing AI-related capital spending and reorganizing teams to prioritize artificial intelligence across its business. This combination of workforce cuts, large-scale AI infrastructure investment, and new AI monetization efforts such as paid Meta AI subscriptions highlights a decisive shift in how Meta allocates resources and manages long-term risks around regulation, safety, and...

This article examines whether NewMarket, at around US$762 per share, still offers value or is already priced for perfection by breaking down what the current share price might be implying. The stock has recently posted returns of 9.0% over 7 days, 9.4% over 30 days, 10.8% year to date and 19.9% over the past year, which naturally raises questions about how much of the story is already in the price. Recent coverage has focused on NewMarket's role as a specialty chemicals business and on how...

Wondering if AGNC Investment at around US$10.43 offers real value or just headline appeal? This article walks through what the current price might be implying and how that lines up with different valuation checks. The stock has risen 3.0% over the last week, while being down 5.4% over the last month and 4.6% year to date, and showing a 33.9% return over the last year and 73.2% over three years, with a 9.6% return over five years. Recent coverage has focused on AGNC Investment as a widely...

Viking Therapeutics is drawing fresh attention as a potential acquisition target, centered on its obesity drug candidate VK2735. Both injectable and oral forms of VK2735 are in late stage development, making the company a focus for larger pharmaceutical buyers. Market speculation has recently pointed to major firms such as Eli Lilly and Pfizer as possible suitors. For investors tracking NasdaqCM:VKTX, this buyout chatter sits against a mixed share price backdrop. The stock closed at $30.8,...

In May 2026, Digital Turbine reported fourth-quarter and full-year results showing sales rising to US$142.55 million and US$565.25 million respectively, while annual net loss narrowed to US$37.73 million, alongside issuing fiscal 2027 revenue guidance of US$630 million to US$650 million. At the same time, Digital Turbine deepened its AI partnerships with Google Cloud and Databricks and expanded its alternative app distribution footprint through a new agreement with Orange, potentially...

Expeditors International of Washington stock triggered article Expeditors International of Washington (EXPD) has drawn attention after recent share price moves, with the stock closing at US$160.70 and showing double digit total returns over the past year and past 3 months. For investors watching logistics and freight stocks, the company’s reported annual revenue of US$11.19b and net income of US$836.15m, along with a value score of 1, provide key reference points for assessing current...

If you are wondering whether Roku at around US$127.61 is still offering value or starting to look stretched, you are not alone. The stock has posted returns of 5.8% over the last 7 days, 10.8% over the last 30 days, 17.4% year to date, 77.3% over 1 year and 121.0% over 3 years, while the 5 year return shows a decline of 63.3%. Recent headlines around Roku have focused on its role in the streaming ecosystem, its advertising reach and how its platform position fits into broader shifts in how...

Five9 (FIVN) is back in focus after shareholders approved changes to its corporate charter at the 2026 annual meeting, including declassifying the Board of Directors and removing supermajority voting requirements. See our latest analysis for Five9. The corporate charter changes arrive after a sharp 37.7% 30 day share price return and a 27.7% 90 day share price return. However, the 1 year total shareholder return is down 17% and the 5 year total shareholder return has declined 86.9%,...

Globalstar recently postponed its planned May 17, 2026 HIBLEO-4 replenishment satellite launch with SpaceX to allow additional preparation time, with a new date yet to be confirmed for this low Earth orbit mission supporting network resilience and service reliability. Alongside this delay, Globalstar granted time-vested restricted stock awards to directors and a senior executive, underscoring the company’s continued use of equity-based compensation to align leadership incentives with...

Wondering if Guidewire Software at around US$137 a share still makes sense for your portfolio, or if the stock’s current price is out of line with its fundamentals? The stock is down 1.9% over the past week, 1.6% over the past month, 26.8% year to date, and 34.4% over the last year, while the 3 year and 5 year returns are 68.3% and 41.0% respectively. Recent coverage has focused on how investors are reassessing higher growth software stocks in light of changing interest rate expectations and...

Celcuity Inc. recently expanded its Phase 3 VIKTORIA-2 trial of gedatolisib for advanced HR+/HER2- breast cancer and filed a U.S. patent application for a subcutaneous formulation, following a Type B meeting with the FDA. By broadening VIKTORIA-2 to both endocrine-resistant and endocrine-sensitive patients and pursuing an injection-based version of gedatolisib, Celcuity is refining how its lead therapy could be used across more real-world treatment settings. We’ll now examine how expanding...

Wondering whether Arista Networks at around US$158.01 is still offering value or if you may be late to the story? This article walks through what the current price might be implying about the stock. The share price is up 11.6% over the past week and 18.3% year to date, although it is down 10.7% over the last month, after a very large 5 year return of about 7x and a 70.8% gain over the past year. Recent news around Arista has focused on its role in networking for cloud and AI data centers, as...

AAR Corp. recently reported a strong fiscal third-quarter, with revenue, earnings, and profitability exceeding expectations, supported by solid organic growth in its parts supply business and resilient commercial aviation demand. The upbeat full-year outlook, combined with defense-related tailwinds and recognition from investors such as Fred Alger Management, has reinforced confidence in AAR’s multi-segment aviation services model. We’ll now examine how this earnings beat and encouraging...

NextDecade secured Federal Energy Regulatory Commission approval for continuous 24/7 construction at its Rio Grande LNG project. The decision allows the company to keep the project moving toward potential operational status following a period of leadership changes and legal challenges. The approval is a key step in advancing long term expansion plans for the liquefied natural gas facility. For investors tracking NasdaqCM:NEXT, the new approval arrives with the stock at $8.37 and a year to...

5G timing milestone puts NextNav (NN) in focus NextNav (NN) drew fresh attention after reporting field validation of its 5G positioning, navigation, and timing network. The company achieved around 20-nanosecond timing accuracy in both outdoor and GPS-challenged indoor environments. See our latest analysis for NextNav. The timing milestone lands after a Q1 update where revenue was US$0.995 million and the net loss was US$10.62 million. The stock’s 30-day share price return of 29.98% and very...

If you are wondering whether Cencora at about US$270.78 is starting to look attractive or stretched, the key question is what you are really paying for its future cash flows and business quality. The stock is up 1.7% over the last week, even though it is down 12.1% over the last month, 20.1% year to date and 7.0% over the last year, while the 3 year and 5 year returns stand at 67.4% and 149.4% respectively. Recent news around Cencora has focused on its role as a major healthcare distributor...

Why the OneVision launch matters for Cognex (CGNX) investors Cognex (CGNX) has just moved OneVision from beta to full availability, positioning its AI vision platform as a tool for manufacturers that want to scale inspection without adding complexity or slowing production. See our latest analysis for Cognex. The OneVision news lands during a strong run in Cognex’s stock, with a 1-month share price return of 25.93%, a year-to-date share price return of 85.03%, and a 1-year total shareholder...

GameStop (GME) continues to attract attention as investors reassess the stock following recent trading performance, with shares closing at $21.91 and market value sitting near $9.8b. See our latest analysis for GameStop. Recent trading has been choppy, with the 30 day share price return down 12.18% and the 1 year total shareholder return down 36.68%, suggesting momentum has faded even though the year to date share price return is 6.26%. If this kind of volatility has you looking beyond a...