U.S. Professional Services Stock News

Stride’s Career Learning segment has become the main growth driver, with enrollments and withdrawal rates returning to more typical levels. The company has reaffirmed its full year revenue guidance and raised its operating income outlook. These updates mark a shift in how Stride’s business mix is developing between Career Learning and K 12 General Education. Stride (NYSE:LRN), currently trading at $85.77, is seeing its growth story increasingly tied to Career Learning rather than its K 12...

Chewy recently saw a surge in options trading activity and announced the retirement of Chief Technology Officer Satish Mehta, with a search underway for his successor ahead of its late-March earnings release. These developments spotlight how technology leadership and derivatives market sentiment can together influence perceptions of Chewy’s operational direction and risk profile. Next, we’ll examine how the unusual options activity, especially the high Put/Call ratio, could shape Chewy’s...

Asana (NYSE:ASAN) is accelerating an AI focused monetization push centered on its new AI Studio and AI Teammates offerings. The company is preparing to shift from a primarily seat based model to a more usage and consumption driven approach starting next fiscal year. Management is positioning these AI initiatives as core to how Asana plans to reshape its business model and revenue mix. For investors watching NYSE:ASAN, this pivot comes after a difficult stretch for the share price. The stock...

If you are wondering whether Casey's General Stores is still good value after a strong run, you are not alone. This article is set up to help you think that through clearly. The share price recently closed at US$641.37, with returns of 3.9% over 7 days, 15.3% over 30 days and year to date, and 53.0% over the past year. This naturally raises questions about what is already reflected in the price. Investors have been reacting to ongoing interest in convenience retail and fuel, as well as...

Erie Indemnity (NasdaqGS:ERIE) raised its dividend for the 36th consecutive year, extending its long record of annual increases. This latest dividend hike qualifies the insurer for Dividend Aristocrat status, a label often associated with consistent dividend growth over multiple decades. The announcement reinforces the company’s long running focus on regular cash returns to shareholders. For you as an investor, a 36 year streak of dividend increases at Erie Indemnity, which operates in the...

Amgen (NasdaqGS:AMGN) has ended its collaboration with Kyowa Kirin on the eczema drug rocatinlimab. Rights to develop and commercialize rocatinlimab have been returned to Kyowa Kirin. The exit is tied to Amgen’s internal portfolio prioritization decisions. For you as an investor, this move sits at the intersection of biotech R&D risk and portfolio concentration. Amgen is a large biopharmaceutical company with exposure to areas such as inflammation, oncology, and cardiovascular disease, and...

Why PVH’s new AI collaboration matters for shareholders PVH (PVH) has launched a collaboration with OpenAI to embed custom AI tools into product design, demand planning, inventory management, marketing, and retail operations across Calvin Klein and Tommy Hilfiger. For you as an investor, the key question is whether this shift toward more data driven, AI supported decision making could affect PVH’s efficiency, cost structure, and ability to respond to consumer demand over time. See our latest...

If you have ever looked at Kroger and wondered whether the current share price really lines up with the value of the business, this breakdown is for you. Kroger's share price last closed at US$64.17, with returns of 3.3% over the past week, 1.9% over the last month, 1.9% year to date and 2.3% over the past year, while the 3 year and 5 year returns sit at 54.3% and 112.5%. Recent coverage around Kroger has focused on its position as a major US grocer and how it fits into consumer spending...

Integral Ad Science Holding Corp. recently added Bob Lord, president of Horizon Media Holdings, and Krishan Bhatia, former head of Amazon’s global video advertising business, to its Board of Directors, effective January 28, 2026. The appointments bring deep experience in data-driven media, streaming TV advertising, and advanced ad technology, potentially influencing how IAS shapes its product roadmap and industry partnerships. We’ll now examine how adding leaders with extensive digital...

Woodward (WWD) has opened its 2026 financial year with Q1 revenue of US$996.5 million and basic EPS of US$2.23, alongside trailing twelve month revenue of US$3.8 billion and EPS of US$8.18 that tie into reported earnings growth of 32.1% over the past year. The company has seen revenue move from US$772.7 million and EPS of US$1.47 in Q1 2025 to US$996.5 million and EPS of US$2.23 in Q1 2026, while trailing net margin has shifted from 11.2% to 12.9%, setting up a results season in which...

Carlisle Companies Incorporated recently issued 2026 earnings guidance, saying it expects consolidated revenues to grow at a low-single-digit percentage year over year, and its board affirmed a US$1.10 per share dividend payable on March 2, 2026. The timing of this modest growth outlook, coming just before an earnings release that follows earlier estimate-beating results, offers investors a clearer view of management’s confidence and priorities. We’ll now look at how Carlisle’s...

Stewart Information Services recently drew investor attention ahead of its February 4, 2026 Q4 earnings release, amid upbeat analyst coverage and company updates including the launch of PropStream’s new educational media series and leadership changes at its data services subsidiary. PropStream Pros, now streaming across major platforms, underlines Stewart’s push to deepen engagement with real estate professionals through practical, real-world content rather than purely transactional...

If you are wondering whether KKR's current share price offers good value or just reflects past enthusiasm, you are not alone. The stock trades at US$103.28 after an 11% decline over the last 7 days, a 19.9% decline over the last 30 days, and a 30.4% decline over the last year. However, the 3 year and 5 year returns of 79.3% and 131.8% still stand out. Recent news flow around KKR has focused on its role as a large alternative asset manager, its activity across private markets, and its...

If you are wondering whether Varonis Systems at around US$26.53 is starting to look interesting on price, you are not alone. The stock has been under pressure recently, with a 22.4% decline over the last 7 days, 17.2% over the past month and 43.4% over the past year, and it is 60.5% lower over 5 years. This may be changing how investors think about its potential and its risks. Recent coverage around Varonis has focused on its position in data security software and how the company is...

Willis Towers Watson (WTW) closed the third quarter of FY 2025 with revenue of US$2,288 million and basic EPS of US$3.10 on net income of US$304 million, capping a trailing twelve month period that totaled US$9.8 billion in revenue and EPS of US$21.37. Over the past three quarters of FY 2025, the company has seen revenue move from US$2,223 million in Q1 to US$2,288 million in Q3, while quarterly EPS ranged from US$2.35 to US$3.34. This sets the scene for investors to focus on how much of this...

Alignment Healthcare (ALHC) drew fresh investor attention after upbeat analyst commentary, including Baird’s remarks on its earnings outlook and a series of recent target raises, coincided with a 4% share move. See our latest analysis for Alignment Healthcare. That upbeat analyst sentiment is landing on a stock that already has momentum, with a 9.21% 7 day share price return, a 34.17% 90 day share price return and a 48.06% 1 year total shareholder return. This suggests improving confidence...

If you are asking whether Renasant at around US$38.43 still offers value, you are not alone. This article is designed to walk you through that question step by step. The stock has returned 3.3% over the last 7 days, 8.7% over the past month, 8.7% year to date, and 1.4% over the last year, which may have caught the eye of investors thinking about both growth potential and shifting risk perceptions. Recent attention on regional banks and their balance sheet resilience has kept investors...

Ingredion (INGR) has put fresh numbers on the table for FY 2025, with Q3 revenue at US$1,816 million and basic EPS of US$2.66, giving investors a clear read on how recent trading is flowing through to the bottom line. Over the past few quarters, the company has seen revenue move between US$1,800 million and US$1,878 million, while quarterly EPS ranged from about US$1.46 to just over US$3.05. This sets a useful context for gauging how consistent the current run rate looks. With trailing net...

AAR CORP. has recently completed an 80,000+ square foot expansion of its Oklahoma City airframe MRO facility, adding three bays capable of handling all 737 variants and supporting a long-term maintenance commitment with Alaska Airlines. The project not only deepens a 50-year operational presence at Will Rogers World Airport but also adds 200 full-time roles and advances the digitization of AAR’s maintenance processes in partnership with Alaska Airlines. We’ll now examine how this expanded...

Applied Industrial Technologies (NYSE:AIT) approved an 11% dividend increase, marking its 17th consecutive annual raise since 2010. The company signaled plans for a more active pace of acquisitions, with management outlining intentions for expanded deal activity. The news ties dividend growth with a clearer roadmap for expansion in technical engineered solutions, automation, and flow control. For you as an investor, this update connects income and growth in one move. Applied Industrial...

Floor & Decor Holdings recently attracted attention as investors reassessed its ongoing plan to open around 20 new warehouse-format stores this year and at least 20 more next year, despite housing market uncertainty. The central tension for the company now lies in whether this rapid expansion can generate strong returns if housing turnover remains subdued for an extended period. We will explore how Floor & Decor’s aggressive store expansion program shapes its investment narrative amid mixed...

In recent days, Digits announced an API partnership with BILL, enabling real-time syncing of bills, invoices, and payments into Digits’ Agentic General Ledger to streamline automated financial workflows for joint customers. At the same time, BILL is facing board turnover, activist pressure for cost cuts and strategic options, and heightened attention ahead of its upcoming earnings report. With BILL’s recent share price decline, we’ll explore how the new Digits integration shapes its...

Hubbell (HUBB) kicked off FY 2025 with third quarter revenue of US$1.5b and basic EPS of US$4.80, as net income excluding extra items reached US$255.1m. The company has seen quarterly revenue move from US$1.45b in Q2 2024 to US$1.48b in Q2 2025 and US$1.50b in Q3 2025. Over the same quarters, basic EPS tracked from US$4.04 to US$4.58 and then US$4.80. This sets the stage for investors to focus squarely on how these volumes and earnings are feeding through to margins and overall...

Recent move in Celldex Therapeutics Celldex Therapeutics (CLDX) has been on many watchlists after recent trading, with the stock closing at US$25.17. Short term and longer term returns have moved in different directions, prompting closer attention from investors. See our latest analysis for Celldex Therapeutics. The recent 1 day share price return of 2.07% comes after a weaker run over the past month, with a 30 day share price return of 6.81% and a year to date share price return of 6.81%...