U.S. Stock News

Dime Commercial Bancshares (DCOM) is in focus after Dime Commercial Bank launched a dedicated Affordable Housing Group, targeting financing and equity for affordable and workforce housing developers. See our latest analysis for Dime Commercial Bancshares. Set against the launch of the Affordable Housing Group, Dime Commercial Bancshares has seen firm momentum, with the share price at $40.88 and a 90 day share price return of 14.48%, alongside a 3 year total shareholder return of 106.03%. If...

Bond upsizing puts Blue Owl Capital in focus Blue Owl Capital (OWL) is back on investor radar after affiliate Blue Owl Technology Finance Corp. priced US$400 million of bonds, twice its initial US$200 million target, alongside a larger private credit deal from Blackstone's BCRED. See our latest analysis for Blue Owl Capital. For context, Blue Owl Capital’s recent bond activity comes as the stock trades at US$11.66, with a 30 day share price return of 22.48% and a 3 year total shareholder...

Vornado Realty Trust recently agreed a joint venture with Rudin Management and an affiliate of Kenneth C. Griffin to develop a 1.9 million square foot, US$6.20 billion trophy office tower at 350 Park Avenue, with Griffin owning 60%, Vornado 36% and Rudin 4%. By contributing US$500 million of land and planning about US$400 million of additional capital while also leading development and operations, Vornado is tying a significant share of its resources and executive attention to a single,...

In August 2026, Skyward Specialty Insurance Group, Inc. reported second‑quarter revenue of US$489.53 million and net income of US$49.04 million, both higher than the prior year, alongside higher earnings per share from continuing operations. Over the same period, Skyward also completed a repurchase of 223,000 shares for US$9.7 million, modestly reducing its share count while reporting consistent year‑over‑year earnings growth. Next, we’ll examine how this combination of higher quarterly...

Skyworks Solutions (SWKS) is back on investor radars after recent share price moves, with the stock closing at US$67.73. The company’s mixed recent returns invite a closer look at its current valuation. See our latest analysis for Skyworks Solutions. Over the past month Skyworks Solutions has recorded a 14.12% share price return, yet the 1 year total shareholder return is down 4.96% and the 5 year total shareholder return is down 56.89%. This indicates that recent momentum is building off a...

Power Integrations stock has gained 66.5% year to date, yet the valuation checks currently lean expensive rather than pointing to a clear bargain. With recent product news and earnings adding to the story, investors now have to weigh strong momentum against a low value score and richer market multiples. The 66.5% year to date return shows that sentiment toward Power Integrations has been strong so far in 2026, which raises the bar for what the current price implies about future growth and...

Global bond markets are seeing 10 year yields hit multi year highs across Europe and Asia. That puts pressure on traditional income assets and pushes attention toward the real world infrastructure that keeps the economy running, including power grid technology. This article walks through three stocks from the Power Grid Technology Stocks screener that provide targeted exposure to companies building and upgrading the electricity superhighway that AI and electrification rely on. The three...

Universal Health Services stock has delivered a solid 34.7% return over the past three years, yet its current valuation checks still suggest the shares lean cheap rather than fully priced. That mix of steady longer term gains and a relatively attractive valuation score is drawing attention as the company absorbs its recent acquisition of Talkspace. Universal Health Services has returned 34.7% over three years, which puts recent short term weakness into context for longer term holders. The...

Largest statewide cloud rollout adds context to Tyler Technologies stock Tyler Technologies (TYL) is in focus after Tennessee completed what the company calls its largest cloud deployment of the Enterprise Assessment & Tax solution, supporting nearly 800 government users statewide. The project caps a multi year shift from on premises software to a hosted SaaS platform built on Amazon Web Services. It now underpins property assessment workflows for 86 Tennessee counties and several state...

VNET Group (VNET) reaffirmed its 2026 earnings guidance and outlined expected total net revenues of RMB 11.5 billion to RMB 11.8 billion, described as year-over-year growth between 15.6% and 18.6%. See our latest analysis for VNET Group. VNET Group’s reaffirmed 2026 outlook and new compute energy partnership with CATL come as the stock trades at US$7.92, with near term share price momentum improving, while longer term total shareholder returns are mixed across different timeframes. If you are...

Dell Technologies stock has delivered extremely strong returns over the past five years, yet current valuation checks still suggest upside, with both an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and market multiples pointing to the shares trading below their estimated worth. That combination, alongside very rapid recent gains linked to AI infrastructure demand, is what investors now need to weigh. Over the last five years, Dell Technologies has returned about...

Ulta Beauty stock is coming off a mixed stretch, with the share price down over the past year but still showing a 33.3% gain over five years, while the intrinsic value estimate from a Discounted Cash Flow (DCF) model points to the shares trading below that estimate and earnings multiples looking roughly in line with the market. Over the last 5 years Ulta Beauty has returned 33.3%, which suggests the longer term shareholder experience has been positive despite more recent weakness. Future...

CAVA Group (CAVA) is back in focus after its second quarter earnings update, which combined higher sales, more restaurant traffic, and easing food costs with slightly cautious full year profit guidance. See our latest analysis for CAVA Group. The recent Q2 update has come after a strong run in CAVA Group’s share price, with a year to date share price return of 17.29% and a 70.35% three year total shareholder return. This signals that momentum has been building over the longer term, despite a...

Analysts have become more cautious on Levi Strauss (LEVI) after recent commentary highlighted underwhelming revenue metrics, higher capital intensity, and softer customer response to current product offerings, raising questions around returns on new investment. See our latest analysis for Levi Strauss. The recent caution around Levi Strauss comes after a period where short term share price momentum has faded, with a 30 day share price return of 7.35% and a 7 day share price return of 4.4%...

Omnicell (OMCL) has been drawing attention after a period of share price weakness, with the stock down about 21% over the past month and 18% over the past 3 months. See our latest analysis for Omnicell. At the current share price of $36.03, Omnicell’s momentum has been weak recently, with the share price return down over the past month and year to date, while the 1 year total shareholder return remains positive but longer term total shareholder returns are still deeply negative. If Omnicell’s...

Emerson Electric stock has delivered a strong 79.7% return over the past 3 years. At around US$162 per share it now screens as roughly fairly valued on earnings multiples rather than an obvious bargain, while its broader valuation checks lean on the expensive side. Recent contract wins and AI focused moves keep growth expectations in play, so the key issue for you is whether the current price already reflects that optimism. Over the last 3 years Emerson Electric has returned 79.7%, which...

Aptiv stock has had a difficult run over the past few years, yet some of the valuation checks still suggest it is not obviously expensive at today’s price. That mix of weak long term returns and mixed valuation signals is what investors now need to weigh. Aptiv shareholders have seen the stock decline 61.9% over the past 5 years, which raises questions about how much of the bad news is already reflected in the price. The recent share price reaction to softer expectations and market...

Cracker Barrel Old Country Store recently launched a limited-time fall menu featuring $9.99 Crispy Homestyle Chicken Deals, new maple, barbecue and spicy variants, seasonal apple-themed breakfast and dessert items, and the return of its Free Kids Toy promotion for dine-in families. This combination of value-focused comfort food and kid-oriented incentives highlights how Cracker Barrel is leaning on family appeal and seasonal offerings to draw traffic during the busy back-to-school...

nVent Electric stock has produced very strong long term returns, yet the current valuation checks and intrinsic value estimate now both point to the shares trading at a premium. For investors, that sets up a clear pricing question around how much optimism is already reflected in the current level. Over the past 5 years, nVent Electric has delivered a return of about 4.7x, which places a lot of focus on whether the current share price already reflects much of that success. Expectations for...

Edgewell Personal Care (NYSE:EPC) lowered its earnings guidance for fiscal 2026 following its latest quarterly results. The revised outlook signals a shift in management expectations for the year and points to potential pressures on the business. Investors are assessing what the updated guidance could mean for Edgewell Personal Care's profitability and capital allocation plans. To put Edgewell Personal Care's updated outlook in context, consider exploring other consumer products stocks...

AECOM (ACM) is back under investor scrutiny after weaker than expected quarterly results and a large pretax charge tied to a legacy construction management project prompted lower full year guidance and highlighted slower new project starts. See our latest analysis for AECOM. The weaker third quarter earnings and revised 2026 guidance have coincided with a sharp reset in sentiment around AECOM, with the share price down 15.1% over the past week and 35.5% year to date, and a 1 year total...

Amgen Inc. recently reported second-quarter 2026 results showing revenue of US$10,054 million and net income of US$2,375 million, and issued full-year 2026 guidance for total revenue of US$38.20 billion to US$39.40 billion and GAAP EPS of US$15.80 to US$17.08 with a tax rate of 14.5% to 16.0%. These results, alongside stronger earnings per share and updated full-year targets, highlight how Amgen’s existing portfolio is currently supporting its long-term pipeline-driven growth story. We’ll...

On 18 August 2026, Zscaler, Inc. and Carahsoft Technology Corp. announced an expanded partnership to bring Zscaler’s Zero Trust Exchange platform, via standardized bundles and simplified pricing, to U.S. small and medium-sized businesses and mid-market organizations through Carahsoft’s reseller ecosystem. This shift toward curated, SMB-ready offers and scaled partner enablement could broaden Zscaler’s addressable customer base by targeting previously underserved segments. We’ll now examine...

Why Credicorp’s latest earnings matter for investors Credicorp (BAP) released second quarter and first half 2026 results on 13 August, highlighting year over year growth in net interest income and net income that points to stronger profitability versus the prior period. See our latest analysis for Credicorp. The share price of Credicorp has eased in the very short term, with a 1 day share price return that declined 2.09% and a 30 day share price return that fell 3.15%. However, the 90 day...