U.S. Professional Services Stock News

NasdaqGS:PTON
NasdaqGS:PTONLeisure

Peloton (PTON) Is Down 17.3% After Weaker Outlook And CFO Exit Is The Turnaround Intact?

In early February 2026, Peloton Interactive reported that quarterly and six‑month revenues slipped year over year while net losses and basic loss per share narrowed, and the company issued guidance calling for further revenue declines alongside the upcoming departure of Chief Financial Officer Liz Coddington. Despite softer sales and subscription pressures, Peloton highlighted materially improved adjusted EBITDA and reduced net debt, underscoring a push toward a leaner, more financially...
NYSE:CWAN
NYSE:CWANSoftware

A Look At Clearwater Analytics (CWAN) Valuation After TreasurySpring Cash Management Integration

Clearwater Analytics Holdings (CWAN) is back in focus after announcing an integration with TreasurySpring that connects its platform to more than 1,000 fixed term cash products, targeting institutional surplus cash management. See our latest analysis for Clearwater Analytics Holdings. The recent TreasurySpring integration and European client wins come against a mixed share price backdrop, with the latest close at $23.85, a strong 90 day share price return of 42.90% but a weaker 1 year total...
NYSE:DVA
NYSE:DVAHealthcare

A Look At DaVita (DVA) Valuation After 2025 Earnings And Share Buybacks

Why DaVita’s latest earnings and buybacks matter for shareholders DaVita (DVA) just posted fourth quarter and full year 2025 results, pairing higher revenue with lower net income and outlining substantial share repurchases, providing fresh data on both business performance and capital returns. See our latest analysis for DaVita. DaVita’s latest earnings update and disclosure of large buybacks arrived after a sharp 7 day share price return of 28.80% and a 30 day share price return of 26.36%...
NasdaqGS:CZR
NasdaqGS:CZRHospitality

Does Caesars’ US$200 Million Lake Tahoe Revamp Tilt CZR Toward Higher-Margin Experiential Demand?

Caesars Entertainment recently announced Phase Two of its US$200 million transformation of Caesars Republic Lake Tahoe, adding upgraded pool facilities, expanded meetings and convention space, and a new Tessie's Cocktails & Chords bar and lounge in partnership with Clique Hospitality, with key elements opening from summer 2026. By layering experiential venues like Tessie's and High Dive Pool and Lounge onto expanded event capacity, Caesars is leaning into higher-margin group, entertainment,...
NasdaqGS:MIDD
NasdaqGS:MIDDMachinery

A Look At Middleby (MIDD) Valuation After Recent Share Price Rebound

Why Middleby is on investors’ radar today Middleby (MIDD) has been drawing fresh attention after a period of mixed share performance, with a small gain over the past month contrasted by a negative 1 year total return. That backdrop, alongside reported annual revenue of US$3,880.5m and a net income loss of US$202.4m, is prompting investors to reassess how the commercial and residential kitchen equipment business is currently priced. See our latest analysis for Middleby. Middleby’s recent share...
NasdaqGS:CNXN
NasdaqGS:CNXNElectronic

Is PC Connection’s (CNXN) Bigger Buyback Quietly Redefining Its Capital-Return Playbook?

In early February 2026, PC Connection, Inc. reported fourth-quarter 2025 results showing slightly lower sales of US$702.94 million but stable net income of US$20.71 million, alongside a new quarterly dividend of US$0.20 per share payable in March and continued share repurchases under its long-running buyback program. At the same time, the company modestly improved quarterly earnings per share, completed repurchasing 7.21% of its stock since 2018 for US$108.80 million, and expanded its share...
NYSE:AWI
NYSE:AWIBuilding

A Look At Armstrong World Industries (AWI) Valuation After Leadership Transition And Strong Operational Results

Armstrong World Industries (AWI) is drawing fresh investor attention after announcing a broad leadership transition, including a new Executive Chair, a new President and CEO, and the planned exit of a senior legal and sustainability leader. See our latest analysis for Armstrong World Industries. Those leadership changes are landing at a time when momentum in Armstrong World Industries’ shares has been mixed. The 7-day share price return is 7.9% and the 1-year total shareholder return is...
NasdaqGM:FMBH
NasdaqGM:FMBHBanks

A Look At First Mid Bancshares (FMBH) Valuation After Solid 2025 Earnings And Dividend Confirmation

First Mid Bancshares (FMBH) is back in focus after releasing its 2025 results, reporting higher net interest income and net income, sharply lower fourth-quarter net charge-offs, and an affirmed quarterly dividend of $0.25 per share. See our latest analysis for First Mid Bancshares. The earnings release and dividend affirmation have gone hand in hand with stronger recent trading, with the share price at $44.59 and a 30 day share price return of 12.54%. Momentum has been positive for longer...
NYSE:SPH
NYSE:SPHGas Utilities

How Investors May Respond To Suburban Propane Partners (SPH) Strong Q1 Results And Balance Sheet Moves

Suburban Propane Partners, L.P. reported past first‑quarter 2026 results with revenue of US$370.39 million, net income of US$45.78 million, and basic earnings per share from continuing operations of US$0.69, all supported by stronger propane demand in colder eastern U.S. weather. The partnership also highlighted progress in renewable natural gas projects, recent acquisitions, and a quarterly distribution of US$0.325 per common unit with coverage of 2.19x, alongside refinancing its 2027...
NYSE:GME
NYSE:GMESpecialty Retail

The Bull Case For GameStop (GME) Could Change Following Store Closures And Bitcoin Shift - Learn Why

In recent months, GameStop has accelerated closures of its brick-and-mortar stores while allocating part of its sizable cash reserves into Bitcoin, reflecting the ongoing shift of gamers toward digital downloads. This combination of a shrinking physical footprint and increased exposure to cryptocurrency highlights how the company is reshaping its business mix and risk profile. With these changes unfolding, we will examine how GameStop’s store closures and Bitcoin holdings influence its...
NYSE:ESE
NYSE:ESEMachinery

ESCO Technologies (ESE) Is Up 10.9% After Raising 2026 Guidance On Record Backlog And Orders - What's Changed

In early February 2026, ESCO Technologies Inc. reported strong first-quarter 2026 results, with higher sales, earnings and orders, raised its full-year 2026 revenue and earnings guidance, and declared a US$0.08 per-share quarterly dividend payable on April 17, 2026 to shareholders of record on April 2, 2026. The company highlighted very large year-over-year order growth and a record US$1.40 billion backlog, underpinned by robust aerospace, defense and utility demand and an active acquisition...
NasdaqGS:IQ
NasdaqGS:IQEntertainment

Does iQIYI's (IQ) CFO Transition Hint at an Evolving Financial Strategy for Streaming Growth?

On January 20, 2026, iQIYI Inc. announced that Chief Financial Officer Jun Wang resigned for personal reasons and will serve as an advisor until May 31, while Senior Vice President of Finance Ying Zeng steps in as Interim CFO during the search for a permanent successor. This leadership transition places an experienced internal finance executive with IPO and financing background at the center of iQIYI’s financial decision-making during a key period. We’ll now examine how the CFO resignation...
NYSE:BDC
NYSE:BDCElectronic

Belden (BDC) Valuation Check After Recent Share Price Momentum

Why Belden (BDC) Is On Investors’ Radar Today Belden (BDC) is drawing fresh attention after recent share price strength, with the stock up over the past week, month, and past 3 months. This has prompted investors to reassess its current valuation and fundamentals. See our latest analysis for Belden. The recent 6.1% 1 day share price return at a last close of $139.75, alongside a 22.5% 30 day share price return, sits against a 1 year total shareholder return of 21.6%, suggesting momentum has...
NYSE:RDN
NYSE:RDNDiversified Financial

Radian Group (RDN) Valuation Check After Mixed Recent Returns And 13.2% Undervaluation Estimate

Why Radian Group Is On Investors’ Radar Today Radian Group (RDN) is back in focus after recent trading left the stock at US$33.56, with returns mixed across different time frames, including a small gain over the past year but declines month to date and year to date. See our latest analysis for Radian Group. Recent trading has been choppy, with a 7 day share price return of 2.01%, a 30 day share price return of 5.86%, and a year to date share price return of 6.57%. Longer term total...
NasdaqGS:LBRD.K
NasdaqGS:LBRD.KMedia

Assessing Liberty Broadband (LBRD.K) Valuation After Swing To US$2.676b Full Year Loss

Earnings shock and what it means for Liberty Broadband stock Liberty Broadband (LBRD.K) just posted full year 2025 results showing a net loss of US$2.676b, compared with net income of US$869m in 2024, putting its shift in profitability squarely in focus for investors. See our latest analysis for Liberty Broadband. The earnings announcement has landed after a period where the 1 day share price return of 3.34% and 7 day share price return of 11.74% lifted the stock to US$53.76. However, the 1...
NYSE:QGEN
NYSE:QGENLife Sciences

Assessing Qiagen (QGEN) Valuation After Recent Share Price Momentum And Modest Undervaluation Estimate

What Qiagen (QGEN) offers and how the business makes money Qiagen (QGEN) focuses on what it calls sample to insight solutions, essentially turning raw biological material into molecular data that labs and clinicians can use in testing and research. The company generates revenue from a wide mix of consumables, instruments, and software used in molecular diagnostics, academic research, pharmaceutical development, and applied testing such as forensics and food safety. On the consumables side,...
NasdaqGS:SSNC
NasdaqGS:SSNCProfessional Services

Assessing SS&C Technologies (SSNC) Valuation After Q4 Earnings Beat And Optimistic Guidance

SS&C Technologies Holdings (SSNC) is back in focus after reporting fourth quarter 2025 results that topped analyst expectations, paired with upbeat guidance and fresh client wins that point to ongoing business momentum. See our latest analysis for SS&C Technologies Holdings. The earnings beat and fresh client wins, including new agreements with Allspring, Saltus and Rareview Capital, come after a softer patch for the share price. The 30-day share price return shows an 11.09% decline and the...
NYSE:GMED
NYSE:GMEDMedical Equipment

How Globus Medical’s Robotics and Digitization Push Will Impact Globus Medical (GMED) Investors

In recent months, Globus Medical has drawn attention for pairing strong fundamentals and a debt-free balance sheet with rapid expansion in musculoskeletal-focused technologies, including its ExcelsiusGPS robotic-assisted surgery platform and new Excelsius XR headset. At the same time, the company’s extensive innovation pipeline and leadership in healthcare digitization are being weighed against pressures such as longer robotics sales cycles, integration work following past acquisitions, and...
NasdaqGS:AGYS
NasdaqGS:AGYSSoftware

How Investors May Respond To Agilysys (AGYS) Raising Fiscal 2026 Revenue Guidance After Q3 Results

In January 2026, Agilysys, Inc. reported third-quarter fiscal 2026 results showing revenue of US$80.39 million and net income of US$9.9 million, alongside higher basic and diluted earnings per share from continuing operations than a year earlier. The company also raised its fiscal 2026 earnings guidance to US$318 million in total revenue, signaling management’s confidence in its operational performance so far this year. We’ll now examine how Agilysys’s raised fiscal 2026 revenue guidance...
NasdaqGS:RXRX
NasdaqGS:RXRXBiotechs

Is Recursion Pharmaceuticals (RXRX) Pricing Reflect Its Steep Share Price Declines And DCF Outlook

If you are wondering whether Recursion Pharmaceuticals' current share price lines up with its underlying worth, you are not alone. This article will walk through what the numbers suggest about value. The stock last closed at US$3.98, after share price returns of a 5.0% decline over 7 days, 14.6% decline over 30 days, 5.2% decline year to date, and 46.9% decline over the past year, with a 51.4% decline over three years. Recently, headlines around Recursion Pharmaceuticals have focused on its...
NasdaqGS:DLO
NasdaqGS:DLODiversified Financial

Is DLocal (DLO) Pricing Look Interesting After Recent Share Price Weakness?

If you are wondering whether DLocal's current share price reflects its true worth, you are not alone. The stock raises some clear questions about value that are worth unpacking. DLocal recently closed at US$13.18, with returns of a 2.1% decline over 7 days, an 8.0% decline over 30 days, a 6.3% decline year to date, an 8.3% gain over the past year, and a 14.7% decline over 3 years. Recently, investors have been reacting to company specific news and broader sentiment around emerging market...
NYSE:RCL
NYSE:RCLHospitality

Assessing Royal Caribbean Cruises (RCL) Valuation After Earnings, Growth Guidance And Fleet Investment Plans

Why Royal Caribbean Cruises (RCL) Is Back in Focus Royal Caribbean Cruises (RCL) is back on investors’ radar after fourth quarter and full year 2025 earnings that met Wall Street expectations, new 2026 revenue guidance, fresh ship orders, and a completed share buyback. The company reported fourth quarter 2025 sales of US$1,323 million, compared with US$1,161 million a year earlier, on revenue of US$4,259 million versus US$3,761 million. Net income for the quarter was US$754 million, with...
NYSE:KVYO
NYSE:KVYOSoftware

Klaviyo (KVYO) Valuation Check As New ChatGPT Integration And Wunderkind Partnership Advance Its AI Roadmap

Klaviyo (KVYO) just rolled out its Klaviyo app in ChatGPT and welcomed Wunderkind to its App Marketplace, tying together AI driven marketing workflows and identity data in ways that could influence how investors view the stock. See our latest analysis for Klaviyo. Despite Klaviyo leaning further into AI with the new ChatGPT app and the Wunderkind partnership, the share price has pulled back to US$19.14, with a 30 day share price return of 33.03% and a 1 year total shareholder return declining...
NYSE:AFL
NYSE:AFLInsurance

A Look At Aflac (AFL) Valuation After Q4 Earnings Miss And Dividend Hike

Aflac (AFL) is back in focus after its fourth quarter 2025 earnings update, where lower net investment income and higher operating costs weighed on results, even as Japan sales, dividend growth, and buybacks attracted attention. See our latest analysis for Aflac. Despite the earnings miss, Aflac's recent news around dividend growth and heavy buybacks has come alongside a 7.2% 1 month share price return and a 15.6% 1 year total shareholder return. This suggests momentum has been building...