U.S. Professional Services Stock News

NasdaqGS:XEL
NasdaqGS:XELElectric Utilities

Assessing Xcel Energy (XEL) Valuation After New Grid Collaborations And Reaffirmed 2026 Guidance

Xcel Energy (XEL) is back in focus after early February news on new collaborations with NextEra Energy and GE Vernova, along with its latest earnings release and reaffirmed 2026 earnings guidance. See our latest analysis for Xcel Energy. At a share price of US$77.92, Xcel Energy has seen a 5.3% 30 day share price return and a 4.3% year to date share price return, while the 1 year total shareholder return of 19.4% points to momentum that has been building around its recent utility alliances,...
NYSE:KNX
NYSE:KNXTransportation

Does Knight-Swift’s Seventh Dividend Hike Reveal a Turning Point in Its Capital Strategy (KNX)?

Knight-Swift Transportation Holdings recently raised its quarterly cash dividend to US$0.20 per share from US$0.18, marking a seventh consecutive annual increase and continuing its board-approved cash dividend policy, with the latest payout scheduled for stockholders of record on March 6, 2026 and expected to be paid on March 23, 2026. This steady pattern of dividend growth, alongside a history of insider share sales and a Neutral analyst rating, highlights how management’s capital-return...
NYSE:LNG
NYSE:LNGOil and Gas

Did New Gulf LNG Shipping Deals Just Shift Cheniere Energy's (LNG) Logistics-Driven Investment Narrative?

Cheniere Energy’s marketing unit recently secured additional liquefied natural gas shipping capacity out of the Gulf Coast, responding to tight carrier availability and longer vessel build times amid the U.S. LNG export boom. This move highlights how logistics control is becoming as important as liquefaction capacity itself, potentially influencing Cheniere’s ability to reliably monetize its growing LNG portfolio. We’ll now examine how this added shipping capacity could influence Cheniere...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

Are Marvell’s (MRVL) ESOP Moves Hinting at How It Sees Its AI Data Center Edge?

In recent days, Marvell Technology filed two employee stock ownership plan-related shelf registrations to offer about US$333.80 million of common stock, totaling 4,373,572 shares, while also reporting past record quarterly revenue powered by AI-focused data center demand and its role in Amazon’s custom Trainium processors. These equity plan filings are small relative to Marvell’s AI infrastructure ambitions, where deepening ties to hyperscalers like Amazon and acquisitions such as XConn and...
NasdaqGS:CORZ
NasdaqGS:CORZSoftware

A Look At Core Scientific (CORZ) Valuation As Analysts Highlight Shift Toward High Performance Computing Leasing

Keefe, Bruyette & Woods recently highlighted a potentially attractive setup for Core Scientific (CORZ) as the company shifts focus from bitcoin mining to high performance computing leasing, drawing attention ahead of its February 18, 2026 earnings report. See our latest analysis for Core Scientific. At a share price of $18.09, Core Scientific has seen a 12.01% 7 day share price return and a 19.33% 90 day share price return, while its 1 year total shareholder return of 49.63% points to...
NasdaqGS:NTAP
NasdaqGS:NTAPTech

Are NetApp’s (NTAP) New Defense Contracts Quietly Redefining Its Cash Generation Story?

NetApp, Inc. recently presented at the WEST Conference 2026 at the San Diego Convention Center, highlighting its enterprise data infrastructure capabilities. The company’s growing success in winning new contracts, supported by billings growth and stronger efficiency-driven profits, underlines its operational momentum and cash generation strength. We’ll now explore how NetApp’s contract wins and efficiency gains might influence its investment narrative and future business positioning. The...
NYSE:ELS
NYSE:ELSResidential REITs

Equity LifeStyle Properties (ELS) Valuation Check After First Quarter 2026 Dividend Update

Equity LifeStyle Properties (ELS) has declared a first quarter 2026 dividend of $0.5425 per common share, equivalent to $2.17 on an annualized basis, with payment scheduled for April 10 to shareholders of record on March 27. See our latest analysis for Equity LifeStyle Properties. At a share price of US$65.95, Equity LifeStyle Properties has seen a 10.30% year to date share price return and a 21.11% total shareholder return over five years. The recent dividend update helps frame current...
NasdaqGS:ALKS
NasdaqGS:ALKSBiotechs

Alkermes Reshapes Portfolio With Avadel Deal And US$1.5b Debt Shift

Alkermes (NasdaqGS:ALKS) has received Irish High Court approval to acquire Avadel Pharmaceuticals. The company has closed on more than US$1.5b in new credit facilities, which appears linked to funding the transaction. These developments mark a significant step in reshaping Alkermes' portfolio and capital structure. Alkermes focuses on neuroscience and oncology medicines, so adding Avadel Pharmaceuticals could reshape the mix of assets and future product opportunities. For investors, the...
NasdaqGS:AXON
NasdaqGS:AXONAerospace & Defense

Axon Enterprise (AXON) Valuation Check As Earnings Loom With EPS Pressure And Strong Revenue Growth

Axon Enterprise (AXON) is approaching its February 24, 2026 earnings release, with investors watching how a projected near 20% EPS decline compares with revenue growth that is expected to exceed 30%. See our latest analysis for Axon Enterprise. At a share price of $434.45, Axon Enterprise has seen a 31.23% 1 month share price decline and a 22.89% year to date pullback, while its 3 year total shareholder return of 118.33% and 5 year total shareholder return of 143.55% show that longer term...
NasdaqGS:MORN
NasdaqGS:MORNCapital Markets

Is Morningstar (MORN) Now Pricing In Too Much Optimism After A 1-Year 51% Slide?

If you have been wondering whether Morningstar's share price now lines up with its underlying worth, this article is designed to walk you through that question clearly and calmly. The stock last closed at US$155.35, with returns showing a 13.9% decline over 7 days, 28.9% decline over 30 days, 26.2% decline year to date, 51.1% decline over 1 year, 33.8% decline over 3 years and 36.3% decline over 5 years. These moves have arrived alongside ongoing investor interest in how Morningstar's...
NYSE:HOG
NYSE:HOGAuto

Assessing Harley-Davidson’s Valuation After Weak Q4 2025 Results And S&P Credit Rating Concerns

Harley-Davidson (HOG) is back in focus after its Q4 2025 update, where a larger than expected loss, weaker 2026 outlook and potential credit rating downgrade from S&P put fresh pressure on the stock. See our latest analysis for Harley-Davidson. The weak Q4 2025 earnings, cautious 2026 outlook and S&P credit watch have fed into a clear shift in sentiment, with Harley-Davidson’s 90 day share price return of 17.05% and 1 year total shareholder return of 18.93% both firmly negative and pointing...
NYSE:WES
NYSE:WESOil and Gas

Is Western Midstream Partners (WES) Price Reflecting Its Strong Multi Year Return Performance

If you are wondering whether Western Midstream Partners at around US$42.45 is offering good value today, you are not alone. This article is here to unpack what that price really reflects. The unit price has moved by 3.3% over the last week, 2.6% over the past month, 6.9% year to date and 16.9% over the past year, with a very large 3 year return and a strong 5 year return of 284.2% that may be changing how investors view its risk and reward profile. Recent coverage has focused on Western...
NYSE:GNRC
NYSE:GNRCElectrical

A Look At Generac Holdings (GNRC) Valuation After A 17.9% One Day Share Price Jump

Generac Holdings (GNRC) has attracted attention after a strong recent run, with the share price up 17.9% on the day and gains extending over the past week and month. See our latest analysis for Generac Holdings. The sharp 17.9% 1 day share price return adds to a run of strong momentum, with the 30 day share price return at 37.3% and the 1 year total shareholder return at 41.0%, even though the 5 year total shareholder return sits at a loss of 39.5%. If this move in Generac has you thinking...
NYSE:DRD
NYSE:DRDMetals and Mining

Is DRDGOLD’s (DRD) Sector Tailwind Highlighting Durable Strength or Masking Company-Specific Challenges?

In early February 2026, DRDGOLD drew fresh attention as its recent performance was highlighted alongside stronger results from other gold miners, reinforcing perceptions of improved business outcomes. The company’s inclusion among peers benefiting from a healthier gold mining backdrop has reinforced its position as a potentially resilient sector participant. We’ll now examine how DRDGOLD’s favorable positioning within a strengthening gold mining sector shapes the company’s investment...
NYSE:CE
NYSE:CEChemicals

Is Celanese (CE) Using Dividend And Price Hikes To Quietly Recast Its Margin Strategy?

Celanese Corporation recently declared a quarterly cash dividend of US$0.03 per share on its common stock, payable on March 10, 2026 to shareholders of record as of February 24, 2026, and earlier this week raised prices for acetic acid, vinyl acetate monomer and related derivatives in the Western Hemisphere. This combination of a modest cash return to shareholders and immediate pricing actions in key chemical products underscores management’s focus on margin protection amid cautious earnings...
NYSEAM:JMG
NYSEAM:JMGRetail Distributors

JM Group (HKEX:JMG) Earnings Growth Driven By Non Cash Margin Raises Questions For Bulls

JM Group (JMG) has put fresh numbers on the table for FY 2025, with second half revenue of HK$122.0 million and basic EPS of HK$0.39, while the trailing twelve months show revenue of HK$269.4 million and EPS of HK$1.17 backed by net income of HK$18.7 million. The company has seen revenue move from HK$92.1 million and EPS of HK$0.12 in 2H 2024 to HK$147.3 million and EPS of HK$0.78 in 1H 2025, before landing at the latest half year figures. Over the past year, earnings growth of 165.4% has...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Is Cognex (CGNX) Fairly Priced After Recent Share Price Recovery?

If you are wondering whether Cognex is fairly priced or if there is still value left on the table, this article is designed to walk you through that question in a clear, practical way. Cognex shares last closed at US$43.03, with returns of 5.6% over 7 days, 9.1% over 30 days, 16.5% year to date and 10.6% over 1 year, set against longer term returns of a 21.9% decline over 3 years and a 49.1% decline over 5 years that some investors may still have in mind. Recent coverage around Cognex has...
NasdaqGS:TXRH
NasdaqGS:TXRHHospitality

Assessing Texas Roadhouse (TXRH) Valuation As Momentum Cools After Multi Year Shareholder Gains

Why Texas Roadhouse stock is on investors’ radar Texas Roadhouse (TXRH) has attracted fresh attention after recent share price moves, with the stock posting mixed short term returns alongside stronger performance over the past 3 years and 5 years. See our latest analysis for Texas Roadhouse. At a share price of US$183.37, Texas Roadhouse’s recent 30 day share price return of a 2.48% decline contrasts with its 90 day gain of 9.08% and a 5 year total shareholder return of 134.66%. This...
NYSE:AWK
NYSE:AWKWater Utilities

Is American Water Works Company (AWK) Pricing Reflect Long‑Term Returns After Recent Share Weakness

If you are wondering whether American Water Works Company is fairly priced or not, this article will walk you through what its current share price might be implying about value. The stock recently closed at US$123.69, with returns of a 0.5% decline over 7 days, a 5.1% decline over 30 days, a 5.1% decline year to date, a 1.4% gain over 1 year, an 11.2% decline over 3 years and a 14.9% decline over 5 years. Recent moves in the share price have kept investor attention on how a regulated water...
NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

Is Fiserv’s Earnings Beat and INDX Launch Altering The Investment Case For Fiserv (FISV)?

Fiserv, Inc. recently reported fourth-quarter 2025 results with revenue of US$5,284 million and net income of US$811 million, beating profit expectations but pairing that with cautious 2026 guidance and ongoing cost pressures under its “One Fiserv” transformation plan. At the same time, Fiserv launched INDX, a real-time cash settlement platform that keeps client funds off-chain while offering up to US$25 million of FDIC insurance per custodial account, highlighting how the company is trying...
NasdaqGS:FLEX
NasdaqGS:FLEXElectronic

Assessing Flex (FLEX) Valuation After Raised Guidance And Data Center Growth Focus

Why Flex’s updated guidance is drawing fresh attention Flex (FLEX) recently raised its full year net sales guidance and highlighted improved margins tied to data center and technology solutions. This move has coincided with positive earnings estimate revisions and stronger investor interest. See our latest analysis for Flex. That updated guidance and the focus on data center and industrial solutions have come alongside building momentum in the shares, with a 7.81% 7 day share price return and...
NYSE:SEI
NYSE:SEIEnergy Services

Solaris Energy Infrastructure Gains Regional Voice Through NYSE Texas Advisory Role

Solaris Energy Infrastructure (NYSE:SEI) announced that its Co-CEO has been appointed as a founding member of the newly formed NYSE Texas Advisory Board. The advisory board has been launched by the New York Stock Exchange to focus on companies and capital markets activity connected to Texas and the broader southwestern U.S. This appointment marks a new leadership role for NYSE:SEI within a regional forum of executives and market participants. Solaris Energy Infrastructure, listed on the...
NYSE:V
NYSE:VDiversified Financial

Has Visa (V) Weak Share Price Created A Fresh Opening For Long Term Investors?

If you are wondering whether Visa's share price still reflects its long term growth story or if the stock has moved ahead of its fundamentals, a closer look at its valuation can help you frame that question more clearly. Visa's shares last closed at US$329.24, with returns of 0.2% decline over 7 days, 4.1% decline over 30 days, 5.0% decline year to date and 5.6% decline over 1 year, while the 3 year and 5 year returns sit at 47.1% and 64.6% respectively. Recent coverage of Visa has focused...