U.S. Stock News

NYSE:YELP
NYSE:YELPInteractive Media and Services

Did AI-Focused Guidance and New Workflow Integrations Just Reframe Yelp's (YELP) Investment Narrative?

In February 2026, Housecall Pro announced a new native integration with Yelp, allowing Yelp’s high-intent Request a Quote leads to flow directly into Housecall Pro’s Job Inbox for home service professionals across the U.S. and Canada. A day earlier, Yelp reported fourth-quarter 2025 results showing roughly flat quarterly revenue year over year, alongside full-year revenue growth and new 2026 net revenue guidance of US$1.46–US$1.48 billion as it continues investing in AI-powered...
NYSE:VLO
NYSE:VLOOil and Gas

Will California Scrutiny of Benicia Outages and Fuel Rules Change Valero Energy's (VLO) Narrative?

Consumer Watchdog recently criticized the California Energy Commission for not using its legislative powers to prevent gasoline price spikes after Valero had informed it a year in advance about planned unit shutdowns at the Benicia refinery, which was originally expected to keep operating through April under an agreement. The advocacy group is now urging legislative oversight hearings and new rules on refinery inventories and resupply, putting fresh regulatory attention on Valero’s role in...
NYSE:HIG
NYSE:HIGInsurance

Assessing Hartford Insurance Group (HIG) Valuation After Recent Share Price Momentum

Event context and recent performance Hartford Insurance Group (HIG) has drawn fresh investor attention after a recent price move, with the stock closing at $142.19. That sits alongside a 10.6% return over the past month and 4.1% over the past 3 months. See our latest analysis for Hartford Insurance Group. Zooming out, Hartford Insurance Group’s recent 1 day and 1 month share price gains sit against a year to date share price return of 3.7%, while its 1 year total shareholder return is 29.8%...
NasdaqGM:HROW
NasdaqGM:HROWPharmaceuticals

Harrow (HROW) Valuation Check As PharmaPack Launch Targets Cataract Surgery Market

PharmaPack launch puts Harrow stock in focus Harrow (HROW) has drawn fresh attention after launching PharmaPack, a direct-to-prescriber cash-pay program offering FDA-approved ophthalmic kits intended to replace off-label compounded products used around cataract surgery. See our latest analysis for Harrow. The PharmaPack announcement comes as Harrow’s short term share price momentum is strong, with a 1 month share price return of 16.93% and a 90 day share price return of 26.77%, set against a...
NasdaqGS:CPB
NasdaqGS:CPBFood

Assessing Campbell's (CPB) Valuation After Its Recent Name Change And Share Price Weakness

Why Campbell's Stock Is Back in Focus Campbell's (CPB) has drawn fresh attention after its recent name change from Campbell Soup Company to The Campbell's Company, shifting the spotlight to how its current valuation lines up with fundamentals. See our latest analysis for Campbell's. The recent name change comes against a weaker share price backdrop, with a 7 day share price return showing a 9.02% decline and a 1 year total shareholder return showing a 31.79% decline, suggesting sentiment has...
NYSE:NYT
NYSE:NYTMedia

Is It Too Late To Consider Buying New York Times (NYT) After 64% One-Year Rally?

If you are wondering whether New York Times shares still offer value after a strong run, you will want to look closely at what different valuation methods are saying about the current price. The stock last closed at US$77.99, with returns of 6.9% over 7 days, 7.9% over 30 days, 11.7% year to date, 64.4% over 1 year and 106.5% over 3 years. This naturally raises questions about how much of the story is already reflected in the share price. Recent attention around New York Times has focused on...
NYSE:HP
NYSE:HPEnergy Services

Helmerich & Payne (HP) Is Up 7.3% After Securing $1 Billion BP Caspian Contract Renewal

Helmerich & Payne’s joint venture Turan Drilling and Engineering recently secured a long-term offshore operations and maintenance contract renewal from BP in the Caspian Sea, covering eight platforms over a firm five-year term with three optional one-year extensions and a potential value above US$1.00 billion. This renewal highlights the company’s growing international service footprint and reinforces the importance of offshore partnerships in complementing its largely onshore-focused...
NYSE:OVV
NYSE:OVVOil and Gas

Is It Too Late To Consider Ovintiv (OVV) After The Recent Share Price Surge?

If you are wondering whether Ovintiv's share price still offers value at current levels, it helps to step back and look at what the market might be pricing in. The stock closed at US$50.58, with returns of 7.8% over the last 7 days, 23.3% over the last 30 days, 24.9% year to date, 20.3% over 1 year, 20.9% over 3 years, and 147.0% over 5 years. Recent news around Ovintiv has largely focused on its position in the US energy sector and how investors are weighing commodity price moves against...
NYSE:PG
NYSE:PGHousehold Products

Is Procter & Gamble (PG) Offering A Compelling Entry Point After Mixed Recent Returns?

If you are wondering whether Procter & Gamble at around US$160.78 is giving you fair value for a long term consumer staples holding, this article is designed to walk you through that question clearly. The share price return data is mixed, with the stock showing 0.4% over the last week, 7.1% over the last month, 13.4% year to date, 24.6% over 3 years and 47.7% over 5 years, while the 1 year figure stands at a 3.0% decline. Recent commentary around Procter & Gamble has focused on how a large,...
NasdaqGS:HALO
NasdaqGS:HALOBiotechs

Halozyme Weighs Acquisition Push After Impairment As Valuation Gap Persists

Halozyme Therapeutics (NasdaqGS:HALO) reported a quarterly net loss after recording a major impairment charge. The company outlined plans to actively pursue acquisitions to expand its drug delivery portfolio. These developments come alongside strong revenue growth in the latest quarter. Halozyme Therapeutics, trading at $70.98, is coming off a mixed stretch, with the share price down 10.6% over the past week but up 22.9% over the past year and 56.9% over five years. For investors, the...
NYSE:MOD
NYSE:MODBuilding

Modine Manufacturing Leans Into AI Data Centers As Growth Story Builds

Modine Manufacturing (NYSE:MOD) is leaning into AI-driven data center growth, issuing guidance for its cooling segment tied to record orders and multi year visibility. The company is expanding production capacity to meet demand from AI powered data centers. Modine is broadening its Climate Solutions portfolio through acquisitions that add chillers, air handling, and modular data center systems. For investors watching NYSE:MOD, the recent moves come on top of a share price of $226.36 and...
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...