U.S. Stock News

NYSE:FIS
NYSE:FISDiversified Financial

A Look At Fidelity National Information Services (FIS) Valuation As Earnings And Hedge Fund Interest Build

Fidelity National Information Services (FIS) is back in focus ahead of its upcoming earnings report, with expectations for year-over-year growth in earnings and revenue, plus fresh hedge fund interest in the oversold stock. See our latest analysis for Fidelity National Information Services. At a share price of $49.13, Fidelity National Information Services has seen a 4.98% 7 day share price return, but a 25.13% decline year to date and a 60.22% drop in 5 year total shareholder return, which...
NYSE:GVA
NYSE:GVAConstruction

Granite Construction’s I 80 East Role Expands Public Infrastructure Pipeline Potential

Granite Construction (NYSE:GVA) has been selected by the Nevada Department of Transportation to provide preconstruction services for the future Interstate 80 East Widening Project. The project focuses on a key stretch of the I-80 corridor, with this phase centered on planning and design rather than full construction. The award underscores Granite Construction's role in large public infrastructure work and its experience with collaborative delivery models. For investors tracking NYSE:GVA,...
NasdaqGS:IDXX
NasdaqGS:IDXXMedical Equipment

Is IDEXX’s (IDXX) Board Transition Shaping Its Strategy Around InVue DX and Recurring Revenue?

In February 2026, IDEXX Laboratories announced that long-serving director M. Anne Szostak will retire from the Board after the 2026 Annual Meeting, with no disagreements cited and the Class III board size reduced upon her departure while overall board size is maintained through the previously announced appointment of Michael G. Erickson, PhD, as a Class II director. This board transition comes as IDEXX benefits from strong recurring revenue, ongoing earnings outperformance, and growing...
NasdaqGS:CRDO
NasdaqGS:CRDOSemiconductor

A Look At Credo Technology Group (CRDO) Valuation After Raised Revenue Guidance And PCIe 6.0 Product Milestones

Credo Technology Group Holding (CRDO) has drawn fresh attention after raising third quarter fiscal 2026 revenue guidance to US$404 million to US$408 million, along with announcing new PCIe retimer launches and PCI-SIG compliance for its Toucan PCIe 6.0 capable product. See our latest analysis for Credo Technology Group Holding. The raised guidance and PCIe product milestones come after a mixed price patch, with a 1 day share price return of 5.05% decline, a 30 day share price return of 6.83%...
NYSE:WES
NYSE:WESOil and Gas

Western Midstream Deepens Water Footprint As Investors Weigh Kinetik Talks

Western Midstream Partners (NYSE:WES) has completed its acquisition of Aris Water Solutions, expanding its produced water footprint in New Mexico. The partnership is also reported to be in early talks to acquire Kinetik Holdings, which would further grow its midstream and water solutions platform. These moves indicate a shift in Western Midstream Partners' growth focus toward a larger role in water handling and broader consolidation within the sector. Western Midstream Partners, trading...
NYSE:ESI
NYSE:ESIChemicals

Is It Too Late To Consider Element Solutions (ESI) After Its Strong Recent Rally?

If you are wondering whether Element Solutions at around US$35.44 is still reasonably priced or already looking expensive, this article will walk through what the current numbers suggest about value. The share price has recently been active, with returns of 9.5% over 7 days, 23.5% over 30 days, 36.6% year to date, and 36.7% over the past year. These moves can change how the market views both upside potential and risk. These moves sit against a backdrop of ongoing interest in materials and...
NasdaqGS:AMKR
NasdaqGS:AMKRSemiconductor

Did Amkor’s Multi‑Billion Capex and Equity Raise Just Shift Amkor Technology's (AMKR) Investment Narrative?

In February 2026, Amkor Technology, Inc. reported fourth-quarter 2025 sales of US$1,888.05 million and net income of US$171.76 million, issued first-quarter 2026 guidance, completed a US$487.5 million follow-on equity offering of 10,000,000 common shares at US$48.75 each, and affirmed a quarterly cash dividend of US$0.08352 per share payable on March 31, 2026. These updates came alongside plans for US$2.5–3.0 billion of 2026 capital expenditures focused on advanced packaging capacity,...
NasdaqGS:ALAB
NasdaqGS:ALABSemiconductor

Astera Labs (ALAB) Valuation Check After Earnings Beat New Israel R&D Center And CFO Transition

Astera Labs (ALAB) is back in focus after reporting fourth quarter and full year 2025 earnings, issuing first quarter 2026 guidance, announcing a new Israel R&D center, and confirming a CFO transition. See our latest analysis for Astera Labs. The earnings beat, new Israel R&D center and CFO appointment come after a sharp 30 day share price return decline of 23.56% and a year to date share price return decline of 27.78%. However, the 1 year total shareholder return of 53.23% still points to...
NYSE:BIRK
NYSE:BIRKLuxury

Is Birkenstock Holding (BIRK) Now Offering A Discount After Post‑Listing Share Price Slide

If you are wondering whether Birkenstock Holding is fairly priced or offering value right now, this article will walk through what the current numbers actually say about the stock. At a last close of US$40.89, the shares show a 2.7% return over the past 7 days, 3.4% over the last 30 days, and a 2.1% decline year to date, with a 21.1% decline over the past year adding extra interest around where value might sit today. Recent coverage has focused on Birkenstock Holding as a listed footwear...
NYSE:LUMN
NYSE:LUMNTelecom

Assessing Lumen Technologies (LUMN) Valuation As AI Agents And Multi Cloud Gateway Strategy Gains Traction

Lumen Technologies (LUMN) is back in focus after adopting Blue Planet AI agents across its network operations and rolling out its Multi Cloud Gateway offering, moves that speak directly to its enterprise networking ambitions. See our latest analysis for Lumen Technologies. These AI and multi cloud moves come after a mixed stretch for the shares, with a 7 day share price return of 6.67% decline and a 30 day share price return of 8.63% decline. However, a 1 year total shareholder return of...
NYSE:COP
NYSE:COPOil and Gas

ConocoPhillips (COP) Valuation Check As US$2b Permian Asset Sale Is Considered After Marathon Oil Deal

ConocoPhillips (COP) is reportedly weighing a sale of Permian Basin assets worth about US$2 billion. The move is tied to its post Marathon Oil integration plan to streamline the portfolio and manage debt. See our latest analysis for ConocoPhillips. That potential US$2 billion Permian sale lands at a time when ConocoPhillips’ share price has pulled back slightly in the last week but still sits near recent highs, with a 30 day share price return of 12.38% and a 90 day gain of 26.23%. The 5 year...
NYSE:WRBY
NYSE:WRBYSpecialty Retail

Does Warby Parker's New CFO Reframe WRBY's Balance Between Innovation, Margins, and Growth Ambitions?

Earlier in February 2026, Warby Parker appointed Adrian Mitchell, a veteran retail executive and former Macy’s COO and CFO, as its new Chief Financial Officer, with Mitchell also becoming the company’s principal financial and accounting officer while co-founder Dave Gilboa continues as Co-CEO. Mitchell’s mix of retail operations, consulting, and board-level experience in consumer brands may be particularly relevant as Warby Parker scales new initiatives like AI glasses and expanded eye-care...
NYSE:CTOS
NYSE:CTOSTrade Distributors

Is Hiab’s Expanded Distribution Deal Reframing the Diversification Story for Custom Truck One Source (CTOS)?

On 11 February 2026, Hiab announced a dealer agreement with Custom Truck One Source to expand sales and service coverage for HIAB loader cranes across 12 U.S. states and MOFFETT truck mounted forklifts across eight states. This agreement meaningfully broadens Custom Truck’s access to crane and forklift customers in key Western and Northeastern regions, deepening its role as an equipment solutions provider for infrastructure-related industries. We’ll now examine how this expanded Hiab...
NYSE:EW
NYSE:EWMedical Equipment

A Look At Edwards Lifesciences (EW) Valuation As Market Sees 17.8% Undervaluation

Why Edwards Lifesciences (EW) is on investors’ radar Edwards Lifesciences (EW) has drawn attention after a mixed period for the stock, with gains over the past year and past 3 years set against weaker month and year to date returns. See our latest analysis for Edwards Lifesciences. Recent trading suggests momentum has cooled a little, with a 1-day share price return of 1.09% and a 7-day gain of 5.15%. These are set against weaker 30-day and year to date share price returns, while 1-year and...
NasdaqGS:IDCC
NasdaqGS:IDCCSoftware

Is It Too Late To Consider InterDigital (IDCC) After 73% Surge And Licensing Headlines?

If you are looking at InterDigital and wondering whether the recent share price really reflects its underlying worth, you are not alone. The stock last closed at US$358.50, with a 1 year return of 72.7% and a 3 year return that is more than 4x, even after a 4.4% pullback over the past week and an 8.5% gain across the last 30 days. Recent news coverage has focused on InterDigital’s role in wireless and video technology licensing and its activity in intellectual property agreements. This helps...
NasdaqGS:CENT
NasdaqGS:CENTHousehold Products

A Look At Central Garden & Pet (CENT) Valuation After Recent Share Price Momentum

Why Central Garden & Pet is on investors’ radar today Central Garden & Pet (CENT) has drawn attention after a strong recent run in the share price, with the stock showing gains over the past week, month, and past 3 months. See our latest analysis for Central Garden & Pet. Zooming out, the recent 23.3% 1 month share price return and 26.2% 3 month share price return for Central Garden & Pet contrasts with a more modest 6.6% 1 year total shareholder return. This suggests that momentum has...
NYSE:CBRE
NYSE:CBREReal Estate

CBRE Expands Data Center Reach As Valuation Lags Analyst Targets

CBRE Group (NYSE:CBRE) has acquired Pearce Services, expanding its reach in data center solutions. The deal adds field services and technical capabilities that support data center operations. CBRE continues to invest in AI and technology to improve service delivery and efficiency. These moves come as companies face macroeconomic challenges and look to outsource more real estate and technical functions. CBRE Group, a global commercial real estate services firm, now has an expanded foothold...
NasdaqGS:TCBI
NasdaqGS:TCBIBanks

Insider Buying And Capital Structure Simplification Could Be A Game Changer For Texas Capital Bancshares (TCBI)

Texas Capital Bancshares recently removed its unused Series A-1 nonvoting common stock designation and eliminated its 6.50% Series A preferred stock class, reverting those shares to undesignated preferred stock, simplifying its capital structure without changing existing shareholder rights. Around the same time, director Robert Stallings bought 10,000 shares, aligning insider activity with analyst optimism around stronger earnings quality and business diversification. With this insider...
NYSE:MPT
NYSE:MPTHealth Care REITs

How Earnings Beat, Lease Resets, and Dividend at Medical Properties Trust (MPT) Has Changed Its Investment Story

In February 2026, Medical Properties Trust reported fourth-quarter and full-year 2025 results showing higher sales and revenue, a swing from a very large prior-year loss to US$17.31 million in quarterly net income, and normalized funds from operations of US$0.18 per share that exceeded analyst expectations. The REIT also largely resolved its exposure to Prospect Medical Holdings’ bankruptcy through a new 15-year lease on six California hospitals, restructured its Vibra Healthcare...
NasdaqGS:CEG
NasdaqGS:CEGElectric Utilities

A Look At Constellation Energy (CEG) Valuation As Earnings And Sector Tensions Draw Investor Focus

Constellation Energy (CEG) is back in focus after filing an omnibus shelf registration that covers common and preferred stock, depositary shares and debt securities, just as investors watch for its upcoming earnings update. See our latest analysis for Constellation Energy. The latest 1 day share price return of 1.09% to US$294.84 and a 7 day share price return of 2.22% come after a tougher stretch, with a 90 day share price return decline of 16.74%. The 3 year total shareholder return of...
NYSE:LLY
NYSE:LLYPharmaceuticals

Eli Lilly Trial Wins Broaden Growth Story Beyond Obesity Drugs

Eli Lilly (NYSE:LLY) reported major clinical trial successes across multiple drug programs. New long term efficacy data for Omvoh in Crohn’s disease highlighted durable treatment benefits. A combination trial of Taltz and Zepbound in patients with psoriasis and obesity produced landmark results. Retevmo delivered positive topline outcomes in early stage lung cancer in the latest study readout. Eli Lilly is a large global pharmaceutical company with a portfolio that spans autoimmune disease,...
NasdaqGS:KDP
NasdaqGS:KDPBeverage

Is It Time To Reassess Keurig Dr Pepper (KDP) After Recent Share Price Recovery

Wondering if Keurig Dr Pepper at around US$29.54 is offering fair value or a potential opportunity? This article walks you through what the current price could be telling you. The stock has seen a 6.4% gain over the last 30 days and 6.5% year to date, but that sits against a 10.5% decline over the past year and a 9.6% gain across five years. Recent coverage of Keurig Dr Pepper has focused on its position in the US beverages and coffee market and how it fits into broader consumer staples...
NYSE:LAD
NYSE:LADSpecialty Retail

Is Lithia Motors (LAD) Pricing Look Compelling After Recent Share Price Weakness

If you are wondering whether Lithia Motors might be priced attractively right now, this article walks through what the market is paying for the stock compared with our estimate of its underlying value. The share price last closed at US$293.65, with returns of a 2.5% decline over 7 days, an 8.9% decline over 30 days, an 11.6% decline year to date and a 15.0% decline over 1 year, while the 3 year return sits at 16.3% and the 5 year return at a 20.1% decline. Recent headlines around Lithia...
NYSE:BMY
NYSE:BMYPharmaceuticals

FDA Iberdomide Review Puts Focus On Bristol-Myers Squibb Valuation Gap

The FDA has accepted Bristol-Myers Squibb’s New Drug Application for iberdomide in combination with other therapies for relapsed or refractory multiple myeloma. The filing has received both Breakthrough Therapy Designation and Priority Review from the FDA. The decision focuses on patients with hard to treat multiple myeloma who have limited options after prior therapies. Bristol-Myers Squibb (NYSE: BMY) now has iberdomide under Priority Review at a time when its shares trade around $60.66...