U.S. Professional Services Stock News

NYSE:VPG
NYSE:VPGElectronic

Vishay Precision Group (VPG) EPS Rebound Tests Bullish Margin Expansion Narrative

Vishay Precision Group (VPG) has just posted its FY 2025 third quarter results with revenue of US$79.7 million and EPS of US$0.59, putting fresh numbers on the table for investors watching its earnings trajectory. The company has seen revenue move from US$75.7 million in Q3 2024 to US$79.7 million in Q3 2025, while EPS has shifted from a loss of US$0.10 per share to EPS of US$0.59 over the same period. This sets up an earnings season where the key question is how durable these margins look...
NasdaqCM:RDCM
NasdaqCM:RDCMSoftware

Radcom (RDCM) Net Margin Improvement Challenges Cautious Earnings Slowdown Narrative

RADCOM (RDCM) has put up another solid set of numbers for FY 2025 so far, with Q3 revenue at US$18.4 million and basic EPS of US$0.21, backed by trailing 12 month EPS of US$0.66 on revenue of US$68.9 million. The company has seen quarterly revenue move from US$14.8 million in Q2 2024 to US$18.4 million in Q3 2025, while basic EPS has shifted from US$0.11 to US$0.21 over the same span, alongside trailing 12 month net income of US$10.6 million. With a 15.4% net margin over the last year and...
NasdaqGM:RPD
NasdaqGM:RPDSoftware

Rapid7 (RPD) Margins Stuck Near 3% Challenge Bullish Earnings Leverage Narrative

How Rapid7's FY 2025 Numbers Set the Stage for the Next Chapter Rapid7 (RPD) has wrapped up FY 2025 with fourth quarter revenue of US$217.4 million and basic EPS of US$0.05, alongside net income of US$3.1 million, putting fresh numbers on the table for investors watching its shift in profitability. Over the past six quarters, revenue has moved within a tight band from US$210.3 million to US$217.9 million, while quarterly basic EPS has ranged from a loss of US$0.02 to a profit of US$0.24. This...
NYSE:EFX
NYSE:EFXProfessional Services

Equifax (EFX) Valuation Check After Earnings Beat, 2026 Outlook, Buybacks And New Growth Initiatives

Equifax (EFX) is back in focus after reporting its 2025 results, issuing 2026 revenue guidance, and updating investors on share buybacks, product launches, and partnerships that could influence how you think about the stock. See our latest analysis for Equifax. The recent guidance and product news come against a mixed backdrop for the shares, with a 7 day share price return of 9.15% following a 30 day share price decline of 10.85%. Over the longer term, the 1 year total shareholder return of...
NYSE:UNP
NYSE:UNPTransportation

Assessing Union Pacific (UNP) Valuation After Record US$1.2b Locomotive Modernization Deal

Union Pacific (UNP) has drawn fresh attention after signing a US$1.2b locomotive modernization agreement with Wabtec, described as the largest such investment in rail industry history. See our latest analysis for Union Pacific. After a softer reaction to its fiscal 2025 fourth quarter results in late January, Union Pacific’s recent 14.51% 30 day share price return and 18.66% 90 day share price return suggest momentum is picking up again, while the 39.15% five year total shareholder return...
NYSE:FDS
NYSE:FDSCapital Markets

Is FactSet (FDS) Quietly Redefining Its Moat With AI-Powered Research And Workflow Automation?

In early February 2026, FactSet Research Systems announced a beta release of its AI Doc Ingest tool for Cobalt and a new partnership to integrate Kepler Cheuvreux’s European Aftermarket Research into the FactSet platform, extending AI-enhanced coverage of more than 1,000 stocks across 34 sectors in EMEA. These moves highlight FactSet’s push to automate data-heavy workflows for private capital managers while deepening differentiated European equity research content, broadening how clients can...
NasdaqGM:CRMD
NasdaqGM:CRMDPharmaceuticals

CorMedix Buyback And Melinta Deal Recast Infection Control Growth Story

CorMedix (NasdaqGM:CRMD) has authorized a sizeable share repurchase program, signaling a new phase in its capital management approach. The company is moving to acquire Melinta Therapeutics, which would shift CorMedix toward a broader, multi product specialty pharmaceutical profile. Management is highlighting progress in the product pipeline for Rezzayo and DefenCath as key to this transformation. CorMedix, currently trading at $7.43, sits at an interesting juncture after a 38.9% decline...
NYSE:EVEX
NYSE:EVEXAerospace & Defense

Is Eve Holding (EVEX) Now Interesting After The Recent 32% Share Price Slide?

If you are wondering whether Eve Holding at US$3.07 is starting to look interesting or still too risky, you are not alone and valuation is the key question. The share price has seen sharp moves recently, with a 15.9% decline over the last 7 days, a 31.8% decline over the last 30 days, and a 32.4% decline over the past year, which may signal changing expectations around its future. These swings are occurring against a backdrop of ongoing interest in electric vertical take off and landing...
NYSE:CCK
NYSE:CCKPackaging

Should Crown’s Mixed Q4 and Strong 2025 Earnings Require Action From Crown Holdings (CCK) Investors?

Crown Holdings, Inc. has reported past fourth-quarter 2025 results, with sales rising to US$3,127 million from US$2,903 million, while quarterly net income fell to US$150 million from US$358 million and diluted EPS from continuing operations declined to US$1.31 from US$3.02. Over the full year, however, sales increased to US$12.37 billion and net income to US$738 million, lifting diluted EPS from continuing operations to US$6.38 from US$3.55, highlighting a contrast between stronger annual...
NasdaqGS:TLN
NasdaqGS:TLNRenewable Energy

Talen Rezoning Rebuff Highlights Data Center Growth And Community Risk

County commissioners in Pennsylvania rejected Talen Energy's (NasdaqGS:TLN) request to rezone land for data center development. The decision followed community pushback over environmental impacts and potential effects on local power costs. The ruling affects Talen's plans to expand its data center footprint using generation assets in the region. Talen Energy operates power generation assets and has been working to build a data center business that sits alongside its traditional electricity...
NasdaqGS:HBAN
NasdaqGS:HBANBanks

Huntington Bancshares Governance Shifts Put Category III Risks In Focus

Huntington Bancshares (NasdaqGS:HBAN) appointed Senthil Kumar as Chief Risk Officer following its merger with Cadence Bank. The bank added three former Cadence Bank executives to its board as part of post merger governance changes. Huntington moved into Category III status, bringing new regulatory requirements and risk management expectations. Huntington Bancshares focuses on regional banking services, including lending, deposits, and treasury solutions for consumers and businesses. With...
NYSE:SR
NYSE:SRGas Utilities

How Investors Are Reacting To Spire (SR) Earnings Growth And Capital Structure Shake-Up

Spire Inc. recently reported first-quarter 2026 results showing higher sales of US$762.2 million and net income of US$95.0 million, alongside affirming its US$0.825 quarterly dividend and planning a full redemption of its 5.90% Series A preferred stock. Together with the launch of new fixed-rate senior unsecured notes due 2031, these moves suggest an active reshaping of Spire’s capital structure while its core gas utility operations delivered year-on-year earnings growth. With first-quarter...
NYSE:HUM
NYSE:HUMHealthcare

Humana (HUM) Net Margin Stuck Near 1% Keeps Long Term Growth Narratives Under Scrutiny

Humana (HUM) has put out its latest FY 2025 numbers with third quarter revenue of US$32.6b, basic EPS of US$1.62 and net income of US$195m, giving investors a fresh look at how the year is tracking. The company has seen quarterly revenue move from US$29.2b in Q4 2024 to US$32.1b in Q1 2025, US$32.4b in Q2 2025 and US$32.6b in Q3 2025, while basic EPS shifted from a loss of US$5.75 in Q4 2024 to US$10.31, US$4.52 and US$1.62 across the first three quarters of 2025. Put together with trailing...
NYSE:NSP
NYSE:NSPProfessional Services

Insperity (NSP) Margin Slide To Q4 Loss Deepens Debate On Profitability Recovery Narrative

Insperity (NSP) just closed out FY 2025 with Q4 revenue of US$1.7b and a basic EPS loss of US$0.88, alongside trailing twelve month revenue of US$6.8b and basic EPS of US$0.19, reflecting a small loss over the year. The company has seen quarterly revenue move from US$1.6b in Q4 2024 to US$1.7b in Q4 2025. Over the same period, quarterly EPS has shifted from a loss of US$0.22 in Q4 2024 to a loss of US$0.88 in Q4 2025, and from a profit of US$1.34 in Q1 2025. This sets up a story where revenue...
NasdaqGM:KDK
NasdaqGM:KDKAuto Components

Assessing Kodiak AI (KDK) Valuation After Recent Share Price Swings

Kodiak AI (KDK) has attracted fresh attention after recent share price swings, with the stock showing a negative return over the past month but a positive move across the past 3 months. See our latest analysis for Kodiak AI. That recent 11.6% 1 month share price decline and 20.4% year to date share price return fall sit against a 32.3% 3 month share price return. Meanwhile, the 1 year total shareholder return is 21.9% lower, suggesting shorter term momentum has cooled after a stronger...
NasdaqGS:TENB
NasdaqGS:TENBSoftware

Is It Time To Revisit Tenable Holdings (TENB) After Recent Price Rebound?

If you are wondering whether Tenable Holdings at around US$22.55 is starting to look interesting again, the key question is whether the current share price lines up with the company’s underlying value. The stock has moved sharply in the short term, with a 14.4% return over the last 7 days. Returns over 30 days, year to date and the past few years, including a 43.1% return over 1 year, paint a more mixed picture of risk and sentiment. Recent coverage around Tenable has focused on its role in...
NYSE:ASH
NYSE:ASHChemicals

Ashland (ASH) Valuation Check After Mixed Returns And Modest Undervaluation Estimate

Ashland (ASH) has been drawing attention after recent share performance data showed mixed returns, with a modest gain over the past 3 months but softer moves over the past month and year. See our latest analysis for Ashland. With the latest share price at $62.43, Ashland’s 90 day share price return of 17.57% contrasts with a weaker 3 year total shareholder return of 36.33% decline, suggesting recent momentum is building after a tougher stretch for long term holders. If this mixed picture has...
NasdaqGM:EVER
NasdaqGM:EVERInteractive Media and Services

Is EverQuote (EVER) Ready for an AI-Driven Shake-Up in Online Insurance Brokerage?

In the past week, EverQuote came under pressure after competitor Insurify launched a new artificial intelligence tool that raised concerns about how emerging technology could reshape the online insurance brokerage landscape. This development has sharpened investor focus on whether EverQuote’s existing tech stack and marketplace model can keep pace with rapid AI-driven change across the sector. We’ll now examine how Insurify’s new AI tool, and the competitive technology threat it represents,...
NYSE:LOB
NYSE:LOBBanks

CEO Stock Sale Tests Investor Sentiment After Strong Live Oak Results

Live Oak Bancshares (NYSE:LOB) CEO James S. Mahan III recently sold company stock under a pre arranged trading plan. The sale followed the release of strong fourth quarter results that exceeded prior expectations. The timing and size of the insider sale are drawing attention from shareholders and market watchers. Live Oak Bancshares focuses on lending to small businesses, an area that can be closely tied to broader economic activity and credit conditions. After the company reported strong...
NasdaqGM:BLBD
NasdaqGM:BLBDMachinery

Blue Bird (BLBD) Valuation Check After Strong Orders Margins And Reaffirmed Guidance

Blue Bird (BLBD) is back in focus after its latest quarterly update, as investors weigh higher sales, a sharp pickup in orders, firmer margins, and reaffirmed full year guidance against the stock’s recent strong performance. See our latest analysis for Blue Bird. The earnings update appears to have reinforced an already strong run, with a 7 day share price return of 16.26% and a year to date share price return of 23.55%, while the 1 year total shareholder return of 61.87% and 3 year total...
NYSE:RBRK
NYSE:RBRKSoftware

A Look At Rubrik (RBRK) Valuation After The Chief Revenue Officer Promotion

Leadership change as a new lens on Rubrik stock Rubrik (RBRK) has put revenue execution in the spotlight after promoting Jesse Green to Chief Revenue Officer. This move could shape how investors think about the company’s go to market path. See our latest analysis for Rubrik. Rubrik’s share price is US$55.12 after a 6.27% 7 day share price return. However, a 26.96% year to date share price decline and a 28.92% 1 year total shareholder return decline suggest momentum has been fading despite...
NasdaqGS:LAMR
NasdaqGS:LAMRSpecialized REITs

Could Lamar’s Targeted Cleveland Expansion Reveal a Deeper Acquisition Playbook for LAMR?

Earlier this month, Lamar Advertising Company confirmed it had acquired Cleveland Outdoor Advertising’s assets for cash, adding 31 high-profile bulletin faces and 40 junior bulletin faces to its Cleveland portfolio. This targeted expansion in a single metro area highlights how Lamar is using bolt-on deals to deepen local density rather than pursuing large-scale national rollups. We’ll now explore how this Cleveland portfolio expansion affects Lamar’s investment narrative, particularly its...
NYSE:NNN
NYSE:NNNRetail REITs

NNN REIT (NNN) Q3 FFO Of US$610.5 Million Reinforces Income Focused Narrative

NNN REIT (NNN) has put up another steady set of numbers, with Q3 FY 2025 revenue at US$230.2 million and basic EPS of US$0.51, while trailing twelve month revenue sits at US$906.3 million and basic EPS at US$2.09. The company has seen quarterly revenue move from US$216.8 million in Q2 FY 2024 to US$230.9 million in Q1 FY 2025 and US$226.8 million in Q2 FY 2025. Over the same period, quarterly EPS has ranged between roughly US$0.51 and US$0.58, which sets the stage for investors to focus on...
NYSE:LPG
NYSE:LPGOil and Gas

Assessing Dorian LPG (LPG) Valuation After Strong Q3 Results And Irregular Dividend

DorianG (LPG) is back in focus after reporting third quarter results that showed higher revenue and net income year over year, alongside an irregular US$0.70 per share cash dividend to shareholders. See our latest analysis for DorianG. The strong third quarter update and irregular dividend appear to be feeding into already firm momentum, with a 15.49% 1 month share price return and a 54.24% 1 year total shareholder return. The 5 year total shareholder return of over 4x points to a powerful...