U.S. Professional Services Stock News

NasdaqGS:CROX
NasdaqGS:CROXLuxury

How Investors Are Reacting To Crocs (CROX) Earnings Beat With Cautious 2026 Revenue Outlook

Crocs, Inc. recently reported fourth-quarter results that exceeded Wall Street expectations, with revenue of US$957.6 million, and issued full-year 2026 earnings guidance of US$12.88 to US$13.35 per share. Alongside this beat, Crocs now expects first-quarter 2026 revenue to decline roughly 5.5% to 3.5% year on year and full-year 2026 revenue to range from about a 1% decline to slightly above 2025 levels, highlighting a cautious outlook despite resilient profitability guidance. Next, we will...
NYSE:OWL
NYSE:OWLCapital Markets

How Investors Are Reacting To Blue Owl Capital (OWL) Record Fundraising, Moody’s Upgrade and Dividend Steadiness

In early February 2026, Blue Owl Capital Inc. reported fourth-quarter 2025 revenue of US$755.60 million and net income of US$47.67 million, raised full-year revenue to US$2.87 billion, maintained profitability despite lower annual net income, affirmed a US$0.225 dividend, and closed a new US$3 billion strategic equity and secondaries fund. Together with Moody’s upgrade of its long-term credit rating and the successful fundraising for its inaugural Strategic Equity Secondaries Strategy, these...
NasdaqGM:SHLS
NasdaqGM:SHLSElectrical

Shoals Technologies Group (SHLS) Valuation After Favorable ITC Patent Ruling On Big Lead Assembly Products

The U.S. International Trade Commission’s favorable initial determination in Shoals Technologies Group (SHLS) patent case against Voltage, LLC puts intellectual property protection at center stage for investors, with a final ITC decision still pending. See our latest analysis for Shoals Technologies Group. Even with the recent ITC win, Shoals’ latest share price of $9.79 sits below recent highs, with a 1-day share price return of a 4.58% decline and a softer 7-day share price return of a...
NYSE:FAF
NYSE:FAFInsurance

Should First American Financial’s Strong 2025 Earnings Beat and Revenue Upside Require Action From FAF Investors?

First American Financial Corporation recently reported past fourth-quarter 2025 net income of US$211.9 million and full-year net income of US$621.8 million, with basic earnings per share from continuing operations rising to US$2.06 in the quarter and US$6.02 for the year. The sharp year-over-year increase in both quarterly and full-year earnings, alongside revenue beating analyst expectations, highlights a significant improvement in operating performance versus the prior period. We’ll now...
NasdaqGS:LASR
NasdaqGS:LASRElectronic

nLIGHT (LASR) Upsizes Equity Raise for Defense Lasers Is Its Risk Profile Quietly Shifting?

In early February 2026, nLIGHT, Inc. completed and upsized a follow-on equity offering to roughly US$201 million, broadened its shelf registration across multiple security types, and prepared to present at the TD Cowen Aerospace and Defense Conference. This capital raise, alongside active promotion of its high-energy laser weapon systems, including a new 70kW-class solution showcased at the World Defense Show, highlights nLIGHT’s intent to expand its role in defense-directed energy...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

CrowdStrike Expands Consumer Reach And Saudi Footprint While Shares Lag Targets

CrowdStrike Holdings (NasdaqGS:CRWD) has partnered with NordVPN to bring enterprise-grade threat intelligence to consumer VPN users. The company has signed a memorandum with Aramco to support Saudi Arabia's cybersecurity and AI goals and plans a regional headquarters and cloud deployment in the Kingdom. CrowdStrike focuses on cloud delivered endpoint and workload protection for enterprises, so teaming up with NordVPN extends its reach directly to consumers. For you as an investor, this...
NYSE:STWD
NYSE:STWDMortgage REITs

Is It Time To Reassess Starwood Property Trust (STWD) After Its Recent Share Price Stagnation?

If you are wondering whether Starwood Property Trust is offering good value at its recent price, you are not alone. Many income focused investors keep a close eye on this stock. The share price recently closed at US$18.06, with returns of 2.6% over 1 year, 18.9% over 3 years, and 33.4% over 5 years. The year-to-date move sits at a 2.0% decline, and the last 7 days at a 2.3% decline. Recent market attention has focused on how Starwood Property Trust is positioned within the diversified...
NYSE:SWK
NYSE:SWKMachinery

A Look At Stanley Black & Decker (SWK) Valuation After Soft Q4 Results And Supply Chain Reset

Stanley Black & Decker (SWK) is back in focus after fourth quarter results came in below analyst expectations, with softer retail demand and price sensitive consumers weighing on revenue and organic growth. See our latest analysis for Stanley Black & Decker. The weak fourth quarter follows a sharp rebound in the share price. The 90 day share price return is 34.32% and the year to date gain is 18.39%. The 1 year total shareholder return of 11.08% contrasts with a 5 year total shareholder...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

Are Zoom’s New AI Partner Tools Nudging Its Enterprise Workflow Strategy in a Durable Direction (ZM)?

Earlier this month, Vizrt announced two new AI-powered solutions, InteractifAI and CaptivAIte, built in partnership with Zoom to enrich Zoom-based corporate communications with interactive, on-brand graphics and more engaging video experiences. These launches, alongside Zoom’s ongoing AI integrations such as NDI-based Custom AV Zoom Rooms, highlight how third-party partners are increasingly embedding Zoom into higher-value, workflow-centric use cases. We’ll now consider how this deepening...
NYSE:KNTK
NYSE:KNTKOil and Gas

A Look At Kinetik Holdings (KNTK) Valuation After Dividend Hike And ECCC Pipeline Progress

Kinetik Holdings (KNTK) recently lifted its quarterly dividend by 4%, and that decision, together with progress on its ECCC pipeline project, is shaping how investors are reassessing the stock today. See our latest analysis for Kinetik Holdings. The recent dividend increase and progress on the ECCC pipeline come as Kinetik’s short term share price momentum has turned positive, with a 30 day share price return of 14.52% and a 90 day share price return of 27.30%. This is occurring even though...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Should Microsoft’s Expanding Azure and Copilot Partnerships Reshape the AI Platform Story for MSFT Investors?

In early February 2026, partners including Rain, Pathlock, Dragos, Appspace, TeamDynamix and CAEVES announced deeper integrations with Microsoft platforms such as Teams, Sentinel, Places, Azure and the Microsoft Marketplace, while Microsoft expanded its sovereign cloud collaboration with Capgemini. These moves highlight how Microsoft is extending Azure and Microsoft 365 from core infrastructure into embedded AI, security, and workplace services, reinforcing its role as a foundational layer...
NYSE:MUSA
NYSE:MUSASpecialty Retail

A Look At Murphy USA (MUSA) Valuation After Expansion Plans And Leadership Shift

Murphy USA (MUSA) is back in focus after reporting fourth quarter and full year 2025 results, along with fresh updates on its expansion, share repurchases, and leadership driven plans for long term store growth. See our latest analysis for Murphy USA. The earnings release and buyback update came after a choppy few weeks, with a 7 day share price return showing a 14.37% decline and a 30 day share price return showing a 13.69% decline. The 1 year total shareholder return of a 22.20% decline...
NYSE:MRP
NYSE:MRPSpecialized REITs

Is It Too Late To Consider Millrose Properties (MRP) After 59% One-Year Rally?

If you are wondering whether Millrose Properties at US$31.84 is still reasonably priced after its recent run, you are not alone. The stock has returned 4.6% over the last 7 days, 3.7% over the past month, 6.7% year to date, and 59.4% over the past year, which may have shifted how investors see its potential and risk. Recently, market attention has centered on Millrose Properties as part of broader interest in US listed real estate names, with investors reassessing how sensitive the sector is...
NYSE:MWA
NYSE:MWAMachinery

Assessing Mueller Water Products (MWA) Valuation After Recent Share Price Strength

Mueller Water Products (MWA) has attracted attention after a recent move in its share price, with the stock closing at $29.44. That puts recent performance and current valuation back in focus for investors. See our latest analysis for Mueller Water Products. The recent 30-day share price return of 16.50%, alongside a 27.45% gain over 90 days and a 22.97% year to date share price return, contrasts with a 13.57% 1-year total shareholder return and much stronger 3-year and 5-year total...
NYSE:NAT
NYSE:NATOil and Gas

Is Nordic American Tankers (NAT) Using Fleet Renewal To Quietly Redefine Its Balance Sheet Strategy?

Nordic American Tankers recently agreed to sell a 2003-built Suezmax tanker for US$25,000,000 net, a vessel that carries no debt and reflects the company’s focus on balance sheet strength. This sale, alongside earlier disposals of two mid-2000s Suezmaxes and preliminary orders for two newbuilds delivering in 2028, underlines an ongoing fleet renewal effort. We’ll now examine how this debt-free tanker sale and broader fleet renewal effort shape Nordic American Tankers’ investment narrative...
NasdaqGS:QRVO
NasdaqGS:QRVOSemiconductor

Qorvo (QRVO) Valuation Check After Recent Share Price Momentum And Mixed Long Term Returns

Qorvo overview and recent performance snapshot Qorvo (QRVO) has recently drawn investor attention after a period of mixed share performance, with a 1 day return of 1.79%, a 6.02% gain over the past week, and a small decline over the past 3 months. Over the past month, the stock shows a 6.66% return, while year to date it is slightly negative at 0.52%. The 1 year total return of 11.44% contrasts with weaker 3 year and 5 year total returns. See our latest analysis for Qorvo. With the share...
NasdaqGS:QDEL
NasdaqGS:QDELMedical Equipment

A Look At QuidelOrtho (QDEL) Valuation After Earnings Update And CFO Transition News

Why QuidelOrtho’s latest update matters for shareholders QuidelOrtho (QDEL) has drawn fresh attention after reporting fourth quarter and full year 2025 results, issuing 2026 revenue guidance, and outlining an upcoming CFO transition with an extended handover period. See our latest analysis for QuidelOrtho. Despite the earnings update, 2026 revenue guidance and leadership changes around the CFO and board, the recent 30 day share price return of 13.67% decline and 1 year total shareholder...
NasdaqGS:KLIC
NasdaqGS:KLICSemiconductor

Is Kulicke And Soffa (KLIC) Pricing In Too Much Optimism After Its Recent Surge

If you are wondering whether Kulicke and Soffa Industries at around US$74.87 is starting to look expensive or still offers value, you are not alone. The stock has moved sharply, with returns of 34.5% over the last 7 days, 32.9% over 30 days, 54.9% year to date, 88.4% over 1 year, 43.5% over 3 years, and 55.3% over 5 years. Recent news coverage has focused on the company as part of broader discussions around semiconductor equipment names. This helps explain why some investors are paying...
NasdaqGS:INCY
NasdaqGS:INCYBiotechs

Incyte (INCY) Margin Jump To 25% Challenges Earnings Decline Narrative

Incyte (INCY) closed out FY 2025 with fourth quarter revenue of US$1.5 billion and basic EPS of US$1.52, alongside trailing 12 month revenue of US$5.1 billion and EPS of US$6.59 that sit against very large year over year earnings growth and a trailing net margin of 25%. Over the past year, revenue has moved from US$4.2 billion on a trailing basis to US$5.1 billion, while quarterly EPS has ranged from US$0.82 in Q1 2025 to US$2.17 in Q3 and US$1.52 in Q4. This gives investors a clearer read on...
NYSE:ESS
NYSE:ESSResidential REITs

Essex Property Trust (ESS) Valuation Check After Mixed Recent Share Price Performance

Why Essex Property Trust is on investors’ radar today Essex Property Trust (ESS) is drawing attention after recent share price moves, with the stock closing at US$261.41 and showing mixed total returns across the past year, past 3 months and longer periods. See our latest analysis for Essex Property Trust. The recent 7 day share price return of 3.5% and 30 day share price return of 4.53% contrast with a 1 year total shareholder return decline of 6.59%. Meanwhile, the 3 year total shareholder...
NYSE:GTY
NYSE:GTYRetail REITs

Getty Realty (GTY) Valuation Check After Strong 2025 Earnings And Dividend Update

Earnings and dividend update for Getty Realty Getty Realty (GTY) is back in focus after reporting fourth quarter and full year 2025 results that showed higher revenue and net income versus 2024, along with a new dividend declaration. See our latest analysis for Getty Realty. At a share price of US$31.07, Getty Realty has seen an 8.18% 1 month share price return and 11.52% over 3 months, while its 5 year total shareholder return of 47.47% points to momentum that has built gradually rather than...
NYSE:JOBY
NYSE:JOBYAirlines

Joby Aviation Leads Global eVTOL Roadmap As Valuation Gap Persists

Joby Aviation is taking a leadership role in a new five country regulatory roadmap to harmonize certification for Advanced Air Mobility aircraft. The initiative includes planned flight testing of Joby’s eVTOL aircraft in Dubai as part of the effort to align standards across key aviation markets. For investors watching NYSE:JOBY, this move comes with the stock at $10.1 and a 1 year return of 37.8%, alongside a 3 year gain of 118.6%. Those figures sit against a more mixed recent stretch, with...
NYSE:SITE
NYSE:SITETrade Distributors

SiteOne Landscape Supply (SITE) Q3 EPS Strength Tests High P/E And Thin Margin Narratives

SiteOne Landscape Supply (SITE) has just posted its latest FY 2025 numbers, with third quarter revenue of US$1.3b and EPS of US$1.32, anchored by trailing twelve month revenue of US$4.7b and EPS of US$3.11. The company reported revenue of US$1.2b in Q3 2024 and US$1.3b in Q3 2025, while quarterly EPS moved from US$0.98 to US$1.32 over the same period. This gives investors a clearer view of how the top line and per share earnings stack up against a net margin profile that remains relatively...