U.S. Professional Services Stock News

NasdaqGM:GUTS
NasdaqGM:GUTSMedical Equipment

Fractyl Health (GUTS) Is Down 78.0% After Positive REMAIN-1 Midpoint Data And De Novo FDA Plan - Has The Bull Case Changed?

On 29 January 2026, Fractyl Health reported positive six-month randomized midpoint data from its REMAIN-1 study, showing Revita-treated patients had less weight regain and better cardiometabolic markers than sham after stopping GLP-1 drugs, and outlined plans to seek FDA De Novo classification. An interesting angle is that Revita is being explored specifically as a tool to help maintain weight loss after GLP-1 discontinuation, targeting a growing clinical gap. Against this backdrop, we’ll...
NasdaqGM:CAMT
NasdaqGM:CAMTSemiconductor

Will Analyst Optimism and Estimate Revisions Change Camtek's (CAMT) Narrative?

In recent weeks, Camtek has attracted heightened attention as analysts anticipate year-over-year gains in earnings and revenue ahead of its upcoming results, while the stock has outperformed both its sector and the broader market over the past month. What stands out is that, even with a current Zacks Rank of Hold and some valuation concerns, analyst estimate revisions and an overall “Outperform” consensus suggest growing confidence in the company’s business health and profitability. With...
NYSE:AA
NYSE:AAMetals and Mining

Is It Too Late To Reassess Alcoa (AA) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether Alcoa's current share price still offers value after a strong run, this article will walk you through what the numbers are saying about the stock. The shares closed at US$56.81, with returns of 6.9% over the last 30 days, a 62.9% gain over the past year and 183.9% over five years, although the latest 7 day move was an 8.7% decline and year to date returns sit at 0.5%. Recent coverage of Alcoa has focused on how its share price reacts to shifts in sentiment around...
NasdaqGS:CVCO
NasdaqGS:CVCOConsumer Durables

Is It Time To Reassess Cavco Industries (CVCO) After The Recent Share Price Slide

If you are wondering whether Cavco Industries at around US$492 per share still offers good value after a strong multi year run, this article will walk through what the current price could mean. The stock has seen a 26.3% decline over the last 7 days and a 16.8% decline year to date, while the 3 year and 5 year returns stand at 79.6% and 138.5% respectively. Recent coverage has highlighted Cavco Industries as a long term compounder in manufactured housing and as part of broader discussions on...
NasdaqGS:OCFC
NasdaqGS:OCFCBanks

OceanFirst Loan And Deposit Growth Meets Higher Costs And Charge Offs

OceanFirst Financial (NasdaqGS:OCFC) reported its latest quarterly results with growth in commercial loans and deposits. Profitability was affected by higher expenses tied to outsourcing and merger related activity. The company also recorded net loan charge offs during the quarter. For you as an investor following regional banks, OceanFirst Financial sits in the middle of several important trends, including competition for deposits and a focus on commercial lending. The latest update around...
NasdaqGS:FISI
NasdaqGS:FISIBanks

Financial Institutions (FISI) Net Interest Margin Rebound Tests Cautious Community Earnings Narrative

Financial Institutions (FISI) closed out FY 2025 with fourth quarter revenue of US$60.7 million and basic EPS of US$0.98, while trailing twelve month revenue came in at US$233.3 million and EPS at US$3.65. The company has seen quarterly revenue move from US$47.0 million in Q3 2024 to US$60.7 million in Q4 2025, with quarterly EPS shifting from a loss of US$5.07 in Q4 2024 to a profit of US$0.98 in Q4 2025. This sets the stage for investors to focus on how sustainable these margin and earnings...
NYSE:IVR
NYSE:IVRMortgage REITs

Invesco Mortgage Capital (IVR) Dividend Coverage Concerns Challenge Bullish Yield Narratives

Invesco Mortgage Capital (IVR) just posted its FY 2025 numbers with Q4 revenue of US$56.1 million and basic EPS of US$0.68, giving investors a fresh read on how the portfolio is trading through the mortgage market. Over recent periods, revenue has ranged from US$8.5 million in Q4 2024 to US$57.9 million in Q3 2025, while quarterly EPS has swung between a loss of US$0.40 in Q2 2025 and a gain of US$0.74 in Q3 2025, setting the backdrop for today’s print. With a trailing 12 month net margin of...
NYSE:MOG.A
NYSE:MOG.AAerospace & Defense

Moog (MOG.A) Margin Improvement And 6.1% Net Profit Challenge Bearish Narratives

Moog (MOG.A) has opened Q1 2026 earnings season with a fresh set of numbers, coming off a recent quarter where revenue was US$1.0 billion and basic EPS came in at US$2.10, backed by trailing twelve month EPS of US$7.42 on revenue of US$3.9 billion. The company has seen revenue move from US$917.1 million in Q4 2024 to US$1.0 billion in Q4 2025, while quarterly basic EPS stepped up from US$1.39 to US$2.10 over the same stretch, setting the stage for investors to weigh how sustainable that...
NasdaqGS:WTFC
NasdaqGS:WTFCBanks

Assessing Wintrust Financial (WTFC) Valuation After Strong Earnings Growth And A 10% Dividend Increase

Wintrust Financial (WTFC) has drawn fresh attention after reporting higher fourth quarter net interest income and net income year over year, along with a 10% increase to its quarterly common dividend and a separate preferred stock dividend declaration. See our latest analysis for Wintrust Financial. Those stronger fourth quarter earnings and higher dividends come after a steady run in the share price, with a 30 day share price return of 5.47% and a 90 day share price return of 13.42%, while...
OTCPK:FSRL
OTCPK:FSRLBanks

First Reliance Bancshares (OTCPK:FSRL) Net Margin Expansion Tests Bullish Narratives

First Reliance Bancshares (FSRL) has put up a busy FY 2025 so far, with Q3 revenue at US$12.1 million, basic EPS of US$0.34 and net income of US$2.7 million setting the tone for its latest update. The company has seen revenue move from US$10.2 million in Q2 2024 to US$13.8 million in Q2 2025, with EPS shifting from US$0.25 to US$0.46 over the same period. This gives you a clearer picture of how the income statement has evolved ahead of the current quarter. With net profit margins over the...
NYSE:CPF
NYSE:CPFBanks

Central Pacific Financial (CPF) Net Interest Margin Resilience Tests Cautious Earnings Narratives

Central Pacific Financial (CPF) capped FY 2025 with fourth quarter total revenue of US$73.9 million and basic EPS of US$0.86, while trailing twelve month revenue came in at US$277.0 million and EPS at US$2.88. Over the last few quarters, the company has seen revenue move from US$57.6 million in Q4 FY 2024 to US$73.9 million in Q4 FY 2025, with quarterly EPS shifting from US$0.42 to US$0.86 over the same period. With trailing net margin now at 28.0% and profit growth flagged as strong in the...
NYSE:DOV
NYSE:DOVMachinery

Dover (DOV) Margin Compression Challenges Longstanding Compounder Narrative

Dover (DOV) closed out FY 2025 with fourth quarter revenue of US$2,099 million and basic EPS of US$2.02, alongside net income excluding extra items of US$274.8 million. The company has seen quarterly revenue move from US$1,930 million and EPS of US$1.74 in Q4 2024 to US$2,099 million and EPS of US$2.02 in Q4 2025, while trailing 12 month net profit margins have softened from 18.1% to 13.6%. This sets up a results season in which investors are likely to focus squarely on how sustainable those...
NasdaqGS:PGEN
NasdaqGS:PGENBiotechs

Precigen (PGEN) Is Down 5.7% After Consensus Backs PAPZIMEOS As New First-Line RRP Therapy

In January 2026, Precigen, Inc. reported that an independent expert consensus paper in The Laryngoscope recommended its FDA-approved HPV-specific immunotherapy PAPZIMEOS (zopapogene imadenovec) as the new first-line standard of care for adults with recurrent respiratory papillomatosis, shifting focus from repeated surgery to treating the underlying infection. Because the paper was sponsored by the Recurrent Respiratory Papillomatosis Foundation and shaped with input from patients and...
NasdaqGS:UFPI
NasdaqGS:UFPIBuilding

Is UFP Industries (UFPI) Still Attractive After Recent 30 Day 13% Share Price Jump

Wondering if UFP Industries is priced attractively at around US$103 per share, or if the easy money on this stock has already been made. The share price has been relatively active lately, with a 13.4% return over the last 30 days, a 12.0% return year to date, a 9.4% loss over the past year, and a 79.0% gain across five years. Recent coverage has focused on UFP Industries as a key player in the capital goods space, with investors watching how it positions itself across its core product lines...
NYSE:REVG
NYSE:REVGMachinery

Is REV Group (REVG) Pricing Reflect A 4.7% Pullback And Strong DCF Upside Potential

If you are wondering whether REV Group's current share price reflects its true worth, you are not alone. This article walks through what the market might be pricing in. The stock recently saw a 4.7% decline over the last 7 days, although it is still up 5.1% over 30 days and 2.6% year to date, with a very large 1 year return of 85.1% and an even larger gain over 5 years. Recent attention on REV Group has focused on how the business is positioned within capital goods and specialty vehicles,...
NYSE:CVLG
NYSE:CVLGTransportation

Covenant Logistics Group (CVLG) Q4 Loss And 0.4% Margin Challenge Bullish Narratives

Covenant Logistics Group (CVLG) closed out FY 2025 with fourth quarter revenue of US$295.4 million and a basic EPS loss of US$0.73, capping a trailing twelve month period where revenue was US$1.16 billion and basic EPS was US$0.17. Over that stretch, quarterly revenue moved from US$277.3 million in Q4 2024 to a range of roughly US$269.4 million to US$302.9 million across 2025. Basic EPS shifted from US$0.25 in Q4 2024 to positive readings between US$0.25 and US$0.38 in the first three...
NYSE:AJG
NYSE:AJGInsurance

Arthur J. Gallagher (AJG) Margin Compression Tests Bullish Growth And Premium Valuation Narratives

Arthur J. Gallagher (AJG) has wrapped up FY 2025 with fourth quarter revenue of US$3.6b and basic EPS of US$0.58, alongside net income of US$151m. This puts the spotlight on how this year’s figures line up against recent history. The company has seen quarterly revenue move from US$2.5b and basic EPS of US$1.14 in Q4 2024 to US$3.6b and US$0.58 in Q4 2025. Trailing twelve month revenue came in at US$13.9b with basic EPS of US$5.74. With trailing net profit margins at 10.7% versus 13.4% a year...
NYSE:KGS
NYSE:KGSEnergy Services

Kodiak Gas Services (KGS) Is Up 5.0% After Third Straight Annual Dividend Raise Has The Bull Case Changed?

Kodiak Gas Services, Inc. recently declared a US$0.49 per-share cash dividend for the fourth quarter of 2025, payable on February 20, 2026 to shareholders of record as of February 13, 2026, while its subsidiary approved a matching distribution per unit. This marks the third consecutive year of dividend increases and underlines the company’s emphasis on a steady capital-return program to shareholders. We’ll now examine how Kodiak’s ongoing dividend growth and capital-return focus shape its...
NYSE:TDOC
NYSE:TDOCHealthcare Services

A Look At Teladoc Health’s Valuation As Medicare Telehealth Policy And Options Activity Drive Uncertainty

Medicare’s plan to roll back broad telehealth coverage starting January 31, 2026 has pushed Teladoc Health (TDOC) into the spotlight, as investors weigh regulatory risk alongside a sharp pickup in bullish options trading. See our latest analysis for Teladoc Health. The Medicare headlines and analyst concerns have landed on a stock that was already under pressure, with a 7 day share price return of a 13.9% decline and a 1 year total shareholder return of a 46.36% decline. Recent options...
NasdaqGS:CHRW
NasdaqGS:CHRWLogistics

C.H. Robinson (CHRW) Earnings Rebound Of 26.1% Tests Premium Valuation Narrative

C.H. Robinson Worldwide (CHRW) closed out FY 2025 with Q4 revenue of US$3,912.6 million and basic EPS of US$1.14, while trailing twelve month figures show revenue of US$16.2 billion and EPS of US$4.88 alongside earnings growth of 26.1% over the past year. Over recent periods, the company has seen quarterly revenue range from US$4,046.7 million to US$4,184.7 million and EPS move between US$1.12 and US$1.36, with that one year earnings growth and a net profit margin rising from 2.6% to 3.6%...
NasdaqGS:TCBK
NasdaqGS:TCBKBanks

Will Earnings Growth and a Fresh Buyback Plan Change TriCo Bancshares' (TCBK) Investment Narrative

TriCo Bancshares recently reported its fourth quarter and full-year 2025 results, with net interest income of US$92.23 million in the quarter and full-year net income of US$121.56 million, alongside higher diluted earnings per share from continuing operations versus the prior year. On the same day, the Board authorized a new buyback plan for up to 2,000,000 shares after completing a prior repurchase of 1,885,076 shares, underscoring ongoing use of excess capital to return cash to...
NYSE:CUBE
NYSE:CUBESpecialized REITs

Is CubeSmart (CUBE) Pricing Look Interesting After Recent Self Storage REIT Reassessment

If you are wondering whether CubeSmart is offering good value at around US$37.53 per share, you are not alone. This article is built to unpack what that price might really mean. The stock has had mixed recent returns, with a 1.9% decline over the last 7 days, a 4.1% gain over the last 30 days, a 6.0% gain year to date, and a 5.2% decline over the last year, while sitting on a 31.7% gain across 5 years. Recent news coverage has focused on CubeSmart as part of broader self storage and real...
NYSE:DLX
NYSE:DLXCommercial Services

Deluxe (DLX) Earnings Growth And 4% Net Margin Challenge Debt Risk Concerns

Deluxe (DLX) has just wrapped up FY 2025 with fourth quarter revenue of US$535.3 million and basic EPS of US$0.33, underpinned by trailing twelve month revenue of about US$2.1 billion and EPS of US$1.87. Over the past year, the company has seen revenue move from US$520.5 million and EPS of US$0.28 in Q4 2024 to US$535.3 million and US$0.33 in Q4 2025, while full year trailing net income reached US$85.2 million, suggesting firmer margins around the edges of the business. For investors watching...
NasdaqGS:VEON
NasdaqGS:VEONWireless Telecom

VEON Growth Story Links Uzbekistan Digital Push And Kyivstar Listing Potential

VEON (NasdaqGS:VEON) is expanding its digital and cybersecurity operations in Uzbekistan with a new network operations center and the launch of BuildX, a software development and AI company. The company is also preparing a U.S. public offering of shares in its Ukrainian subsidiary Kyivstar, following preliminary results that indicate substantial annual growth under challenging geopolitical conditions. Together, these steps mark a material shift in VEON's regional footprint and could...