U.S. Stock News

NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

PayPal Travel AI Partnership Tests New Commerce Vision And Leadership Reset

PayPal Holdings (NasdaqGS:PYPL) is partnering with Sabre and Mindtrip to build an AI powered travel planning and booking platform. The service is designed to combine trip research, reservations, and payments into a single conversational experience. The new platform is targeted for launch in Q2 2026. For you as an investor, this move signals how PayPal is trying to extend its role beyond online checkout into broader commerce experiences. Travel is a large, transaction heavy category, and...
NasdaqGM:FIVN
NasdaqGM:FIVNSoftware

Five9 (FIVN) Turns TTM Profitable With US$39.4m Net Income Challenging Bearish Narratives

Five9 (FIVN) has wrapped up FY 2025 with fourth quarter revenue of US$300.3 million and basic EPS of US$0.25, alongside net income of US$19.7 million that caps off a profitable year on a trailing basis. Over the past six quarters, the company has seen quarterly revenue range from US$264.2 million to US$300.3 million, while basic EPS has moved from a loss of US$0.06 in late FY 2024 to US$0.25 most recently, with trailing twelve month EPS at US$0.51. With trailing twelve month net income at...
NYSE:SE
NYSE:SEMultiline Retail

Sea Google AI Partnership Puts Growth Hopes Against Mixed Share Performance

Sea (NYSE:SE) has entered into a wide-ranging partnership with Google to roll out advanced AI tools across its Shopee, Garena, and digital financial services businesses. The collaboration includes plans for an AI powered shopping assistant, AI supported gaming features, and trials of AI based payment and risk solutions. This move is intended to integrate AI into Sea’s core platforms and refresh user experiences across key markets. Sea is putting this AI partnership in place at a time when...
NYSE:CDE
NYSE:CDEMetals and Mining

Is It Too Late To Revisit Coeur Mining (CDE) After Its Recent 40% Year To Date Jump?

If you are looking at Coeur Mining and wondering whether the current share price is still reasonable, you are not alone. The answer comes down to what the numbers say about its underlying value. The stock last closed at US$24.63, with a 9.9% gain over the past 7 days, a 5.7% decline over 30 days, and large jumps of 40.3% year to date and about 7x over the past 3 years. Recent price moves sit against a backdrop of ongoing sector attention on precious metals producers and investor interest in...
NYSE:OMC
NYSE:OMCMedia

Omnicom Group Q4 Loss Of US$941 Million Tests Margin Recovery Narratives

Omnicom Group (OMC) closed out FY 2025 with Q4 revenue of $5.5 billion and basic EPS of a $4.03 loss, a sharp swing from basic EPS of $2.28 on $4.3 billion of revenue in Q4 2024. Over the past year, reported quarterly revenue has ranged from $3.7 billion to $5.5 billion while basic EPS moved from $1.46 to $1.76, then $1.32 before dropping into a Q4 loss. This sets up a clear contrast between top line scale and bottom line volatility. For investors, the latest report puts the focus on how...
NYSE:CNC
NYSE:CNCHealthcare

Is Centene (CNC) Pricing Reflect Recent Medicaid And ACA Concerns Accurately

If you are wondering whether Centene’s current share price reflects its true worth, you are not alone. This article is here to unpack what the numbers are really saying about the stock. Centene’s share price closed at US$43.24, with returns of 6.6% over the last 7 days, a 6.2% decline over 30 days, a 3.5% gain year to date, and longer term returns of a 25.0% decline over 1 year, a 38.5% decline over 3 years, and a 26.1% decline over 5 years. Recent coverage around Centene has focused on its...
NYSE:PWR
NYSE:PWRConstruction

A Look At Quanta Services (PWR) Valuation After Record 2025 Results And Upbeat 2026 Outlook

Quanta Services (PWR) caught investor attention after reporting record fourth quarter and full year 2025 results, with revenue and earnings ahead of expectations, a sizeable year end backlog, and upbeat 2026 guidance. See our latest analysis for Quanta Services. The recent results and upbeat 2026 outlook have come alongside strong momentum, with a 30 day share price return of 17.9%, a 90 day share price return of 24.9%, and a very large 5 year total shareholder return of about 7x at a latest...
NYSE:MP
NYSE:MPMetals and Mining

Is MP Materials (MP) Still Attractive After A 128% Yearly Surge And Recent Pullback

If you are wondering whether MP Materials shares still offer value after a strong run, this article will walk through what the current price might be implying. The stock last closed at US$55.34, with a 1 year return of 127.7% despite a 4.6% decline over the past 7 days and a 20.5% decline over the last 30 days, while the year to date return sits at 0.7%. Recent coverage of MP Materials has focused on the company as a key rare earths producer in the US and on how its role in critical...
NYSE:V
NYSE:VDiversified Financial

Visa’s Latin America Expansion Meets Regulatory Reality For Investors

Visa (NYSE:V) agreed to acquire Prisma Medios de Pago and Newpay in Argentina, aiming to build out its digital payments and technology offering in that market. In Mexico, the national antitrust authority blocked Visa's proposed purchase of Prosa, citing concerns about market concentration. These moves highlight both the growth opportunities and regulatory limits Visa faces as it looks to deepen its presence across Latin America. Visa, trading at $320.95, sits at the center of global card...
NasdaqGS:LAMR
NasdaqGS:LAMRSpecialized REITs

Lamar Advertising (LAMR) Flat FFO Tests Bullish Narrative On Earnings Quality

Lamar Advertising (LAMR) has wrapped up FY 2025 with fourth quarter revenue of US$595.9 million and basic EPS of US$1.50, while trailing 12 month revenue came in at about US$2.3 billion with EPS of US$5.78 as the business turned those sales into reported earnings growth of 62.3% and a net margin of 25.9% versus 16.3% a year earlier. Over recent quarters, revenue has moved from US$582.6 million in Q4 2024 to US$595.9 million in Q4 2025, with quarterly EPS shifting from essentially flat at...
NYSE:MFA
NYSE:MFAMortgage REITs

How MFA Financial’s New US$200 Million Buyback And Loan Resolutions At MFA (MFA) Have Changed Its Investment Story

MFA Financial, Inc. reported higher net income of US$54.32 million for Q4 2025 and US$176.78 million for 2025, and its Board authorized a new US$200 million common share repurchase program running through 2028 while declaring quarterly dividends on its Series B and floating-rate Series C preferred stock, payable on March 31, 2026. Together with resolving over US$150 million of delinquent loans and acquiring US$1.9 billion of residential mortgage assets in Q4, these actions underscore MFA’s...
NYSE:IONQ
NYSE:IONQTech

IonQ Chases Chip Control And Bio Lab Uses As Losses Widen

IonQ agreed to acquire SkyWater Technology, aiming for full control of its quantum chip supply chain. The company also partnered with a regenerative medicine center to create a quantum-AI bio lab focused on applied use cases. These moves mark an expansion beyond pure quantum research into chip manufacturing and life sciences applications. IonQ (NYSE:IONQ) is making significant operational moves at a time when its share price sits at $31.9. The stock is down 6.5% over the past week and 32.5%...
NYSE:COHR
NYSE:COHRElectronic

Is Coherent (COHR) Pricing Too Much Future Growth After Its 200% One Year Rally?

Wondering if Coherent's share price actually lines up with its underlying worth, or if expectations have run ahead of reality. The stock last closed at US$248.18, with returns of 14.2% over 7 days, 26.0% over 30 days, 27.7% year to date, 200.3% over 1 year and 194.4% over 5 years. This naturally raises questions about how much future upside or downside is already reflected in the price. These moves have put valuation in sharper focus as investors weigh what is currently known about...
NYSE:AEM
NYSE:AEMMetals and Mining

Agnico Eagle Mines (AEM) Is Up 5.4% After Boosting Dividend And Exploration Spend – Has The Bull Case Changed?

Agnico Eagle Mines has recently reported strong 2025 results, increased its quarterly dividend to US$0.45 per share, reaffirmed 2026–2028 production guidance of about 3.3–3.5 million ounces of gold annually, and outlined a US$565–US$635 million exploration and project budget for 2026 across key assets including Detour Lake, Canadian Malartic, Hope Bay and Fosterville. Alongside this, the company is intensifying its growth pipeline with extensive drilling programs and higher ownership in...
NasdaqGS:GTX
NasdaqGS:GTXAuto Components

Is It Time To Reassess Garrett Motion (GTX) After Its 94% One-Year Share Price Surge

If you are looking at Garrett Motion and wondering whether the current share price still offers value, you are not alone. This article focuses squarely on what the numbers suggest about that question. The stock last closed at US$18.90, with returns of 6.1% over 30 days, 8.7% year to date, 94.2% over 1 year, 150.8% over 3 years and 191.3% over 5 years. Those figures naturally put more attention on what you might be paying today. Recent coverage has focused on Garrett Motion's role in the...
NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

Amazon Surpasses Walmart As Revenue Leader Refocusing Investor Attention On Valuation

Amazon.com (NasdaqGS:AMZN) has surpassed Walmart to become the world's largest company by revenue. The shift ends Walmart's 13 year run at the top and highlights Amazon's scale in retail and technology driven services. The milestone reflects the growing role of cloud computing, advertising, and third party seller services in Amazon's business mix. For you as an investor, this is a clear marker of how far Amazon has moved beyond its roots as an online retailer. Alongside its core e commerce...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Meta’s AI Hardware Pivot And Nvidia Alliance Reshape Investment Thesis

Meta Platforms (NasdaqGS:META) is winding down key metaverse projects after cutting 1,500 Reality Labs roles and is shifting focus to AI-powered hardware. The company is preparing a first smartwatch with health tracking and an AI assistant, alongside a smart glasses line that management positions as a core hardware pillar. Meta has expanded a multi year partnership with Nvidia, planning to deploy millions of next generation AI chips and related systems for hyperscale infrastructure. For...
NasdaqGS:LNT
NasdaqGS:LNTElectric Utilities

Alliant Energy’s Data Center Shift And Renewables Spend Shape Valuation Story

Alliant Energy completed a major data center relocation project, supporting large scale computing demand. The company entered new electric service agreements totaling several gigawatts to serve future large load customers. Alliant Energy continues to commit capital to renewables and energy storage projects across its service territories. For investors tracking regulated utilities, Alliant Energy (NasdaqGS: LNT) is tying these operational moves to a stock that has seen a 16.7% return over...
NasdaqGS:CCOI
NasdaqGS:CCOITelecom

A Look At Cogent Communications (CCOI) Valuation After Q4 Earnings Spark Sharp Share Price Drop

Cogent Communications Holdings (CCOI) is back in focus after its latest quarterly report, which combined narrower losses, continued revenue pressure, and a steep share price drop alongside ongoing turnaround efforts. See our latest analysis for Cogent Communications Holdings. The latest results and dividend decision came against a sharp reset in expectations, with a 1 day share price return of negative 29.36% and a 1 year total shareholder return of negative 75.18% signaling that recent...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

Is It Too Late To Consider Walmart (WMT) After Strong Multi Year Share Price Gains

If you are wondering whether Walmart's current share price still offers value after a strong run, this article walks through what that price might be implying and how that stacks up against a few common valuation checks. Walmart shares last closed at US$122.99, with a 7 day return of an 8.1% decline, a 30 day return of 4.5%, a year to date return of 9.1%, a 1 year return of 31.0% and a 3 year return that is very large compared to the starting point. Recent headlines around Walmart have...
NasdaqGS:LITE
NasdaqGS:LITECommunications

Lumentum Holdings (LITE) Valuation After AI Data Center Momentum And Bullish Analyst And Institutional Support

Lumentum Holdings (LITE) is back in focus after reporting strong Q2 results in AI-oriented data center optics, rapid revenue growth in optical circuit switches and co-packaged optics, and a large order backlog. See our latest analysis for Lumentum Holdings. The stock’s recent move has been sharp, with a 96.87% 1 month share price return and 123.07% 3 month share price return, alongside a very large 1 year total shareholder return, as AI focused orders, upbeat ratings and institutional inflows...
NYSE:ASIX
NYSE:ASIXChemicals

AdvanSix (ASIX) Back To Back EPS Losses Test Profitability Stability Narrative

AdvanSix FY 2025 Earnings Snapshot AdvanSix (ASIX) has wrapped up FY 2025 with Q4 revenue of about US$359.9 million and a basic EPS loss of roughly US$0.10, alongside trailing twelve month EPS of about US$1.83. Over recent periods the company has seen quarterly revenue move from US$329.1 million in Q4 2024 to US$377.8 million in Q1 2025, US$410.0 million in Q2 2025, US$374.5 million in Q3 2025 and US$359.9 million in Q4 2025. Quarterly basic EPS ranged from a small profit of roughly US$0.01...
NasdaqGS:VRNS
NasdaqGS:VRNSSoftware

Varonis Systems (VRNS) Is Down 6.6% After Wave Of SaaS Transition Lawsuits Has The Bull Case Changed?

Over the past year, multiple shareholder rights law firms have launched or expanded securities class actions against Varonis Systems, alleging that between February and October 2025 the company misrepresented its ability to sustain annual recurring revenue growth during its transition from on‑premises subscriptions to SaaS. These cases focus on claims that Varonis understated weaknesses in its legacy on‑premises and Federal businesses while highlighting its SaaS migration, with plaintiffs...
NasdaqGM:DAVE
NasdaqGM:DAVEConsumer Finance

Assessing Whether Dave (DAVE) Still Looks Undervalued After Mixed Recent Share Performance

Without a single headline driving attention today, Dave (DAVE) remains in focus for investors who are watching its recent share performance, revenue and earnings profile, and how those factors compare with its current valuation. See our latest analysis for Dave. Recent trading has been softer, with a 30 day share price return of 3.21% and a year to date share price return showing a 19.58% decline. However, the 1 year total shareholder return of 74.94% and the very large 3 year total...