U.S. Renewable Energy Stock News

NYSE:SPHR
NYSE:SPHREntertainment

Is Sphere Entertainment (SPHR) Pricing Reflect Lofty Expectations After Las Vegas Sphere Buzz?

If you are wondering whether Sphere Entertainment's share price matches its underlying worth, you are not alone. This article is designed to help you frame that question clearly. The stock last closed at US$115.70, with returns of 24.1% over 7 days, 17.8% over 30 days, 22.7% year to date and 140.0% over 1 year. These figures naturally raise questions about how much future upside or downside is already reflected in the price. Recent coverage has focused on Sphere Entertainment's high profile...
NYSE:GNRC
NYSE:GNRCElectrical

Why Generac (GNRC) Is Up 22.3% After Data Center-Focused 2026 Outlook And New Buyback Plan

In February 2026, Generac Holdings reported a weaker fourth quarter and full-year 2025, issued full-year 2026 guidance calling for mid-teens percent net sales growth with an 8.0%–9.0% net income margin, and announced a new US$500.00 million share repurchase program following completion of its prior buyback authorization. Management highlighted accelerating demand from data center customers, including a sizable commercial and industrial backlog and plans to expand large megawatt generator...
NasdaqGS:FCFS
NasdaqGS:FCFSConsumer Finance

Assessing FirstCash Holdings (FCFS) Valuation After Strong Recent Share Price Momentum

Why FirstCash Holdings Is On Investors’ Radar FirstCash Holdings (FCFS) has been drawing attention after a solid past 3 months for the stock, prompting investors to revisit how its pawn and retail POS payment operations line up with recent performance. See our latest analysis for FirstCash Holdings. The recent 8.3% 1 month share price return, 13.7% 3 month share price return and 16.0% year to date share price return sit alongside a 1 year total shareholder return of 56.5%, suggesting that...
NYSE:PRIM
NYSE:PRIMConstruction

Infrastructure-Backed Backlog Momentum Might Change The Case For Investing In Primoris Services (PRIM)

In recent days, Primoris Services has reported continued contract wins, resilient margins and a strong order backlog across its utilities and energy segments, supported by federal and state infrastructure initiatives. This combination of healthy backlog, institutional support and analyst optimism highlights how infrastructure-driven demand is underpinning confidence in Primoris’s earnings visibility and project pipeline. We’ll now explore how this backlog strength linked to US...
NYSE:USAC
NYSE:USACEnergy Services

Is It Time To Reassess USA Compression Partners (USAC) After Its Strong Multi‑Year Run?

If you are wondering whether USA Compression Partners is still attractively priced at around US$26.60, you are not alone. This article looks at what the current market price might be implying about its value. The unit price has been relatively firm, with returns of 0.9% over the last 7 days, 5.0% over the last 30 days, 11.8% year to date and 2.2% over the past year. The 3 year and 5 year returns of 69.1% and 211.3% highlight how different holding periods can look. Recent coverage has focused...
NYSE:AVNT
NYSE:AVNTChemicals

Can Avient (AVNT)ʼs Margin Gains Amid Softer Earnings Recast Its Innovation-Driven Growth Story?

In February 2026, Avient Corporation reported its fourth-quarter and full-year 2025 results, with Q4 sales rising to US$760.6 million while full-year net income decreased to US$81.9 million despite slightly higher annual sales of US$3.26 billion. Alongside weaker GAAP earnings, Avient delivered 80 basis points of adjusted EBITDA margin expansion, double-digit adjusted EPS growth in Q4, and US$150 million of debt reduction, highlighting the impact of cost controls and higher-value mix in...
NasdaqGS:BKR
NasdaqGS:BKREnergy Services

The Bull Case For Baker Hughes (BKR) Could Change Following Major AI Data Center Turbine Order

Baker Hughes recently announced in February 2026 that it received an order from Twenty20 Energy for 10 Frame 5 gas turbines and generators, supporting up to 250 MW of power capacity for data center projects in Georgia and Texas, with initial deliveries scheduled for 2027. This order, part of a broader move toward a multi-gigawatt power equipment agreement with Twenty20 Energy, highlights Baker Hughes’ growing role in supplying resilient, lower-carbon power solutions to meet surging AI and...
NYSE:AROC
NYSE:AROCEnergy Services

Is Archrock (AROC) Still Attractive After Strong Multi Year Share Price Performance

If you are wondering whether Archrock’s recent share price puts it at a fair level or not, you are in the right place to size up what that might mean for value focused investors. Archrock’s stock recently closed at US$32.66, with returns of 1.9% over 7 days, 25.9% over 30 days, 22.6% year to date, 22.1% over 1 year, 283.1% over 3 years and 312.9% over 5 years, which naturally raises questions about what is already priced in. Recent news coverage has largely centered on Archrock’s role in the...
NasdaqGS:NTNX
NasdaqGS:NTNXSoftware

Do Nutanix’s (NTNX) New Partner Wins Offset Questions Raised by Its Lowered Revenue Outlook?

In February 2026, Ark Data Centers announced it had achieved Nutanix Champion Elevate Service Provider Partner status, signaling advanced certifications and deeper expertise across the full Nutanix portfolio to deliver integrated disaster recovery, improved storage efficiency, and streamlined operations for larger customers. Around the same period, Nutanix’s reduced full-year revenue outlook and first-quarter results near the low end of guidance prompted legal scrutiny and more cautious...
OTCPK:LKNC.Y
OTCPK:LKNC.YHospitality

Assessing Luckin Coffee (OTCPK:LKNC.Y) Valuation After Opening Its 30,000th Origin Flagship Store

Luckin Coffee (OTCPK:LKNC.Y) just marked a major milestone by inaugurating its 30,000th store in Shenzhen, the first Origin Flagship, which puts its expanded format, supply chain story and premium positioning in clearer focus for investors. See our latest analysis for Luckin Coffee. Investors have seen mixed momentum in Luckin Coffee this year, with a 6.73% 1 month share price return and a 20.7% 1 year total shareholder return. This suggests the Shenzhen Origin Flagship and upcoming 2025...
NasdaqGS:SEDG
NasdaqGS:SEDGSemiconductor

SolarEdge Technologies (SEDG) Valuation In Focus As Bearish Options Activity And Earnings Jitters Build

Bearish options activity and upcoming earnings put SolarEdge in focus SolarEdge Technologies (SEDG) is drawing attention after unusually high put options activity, with a Put/Call Ratio of 2.74 and concerns around negative margins and a distress-level Altman Z-Score. This options positioning comes just days before the company’s February 18 earnings report, as investors weigh financial risks against recent business developments, including its new partnership with WeaveGrid for residential...
NYSE:BMI
NYSE:BMIElectronic

Is It Time To Reassess Badger Meter (BMI) After A 28% One-Year Share Price Slide

If you are wondering whether Badger Meter is attractively priced at its current level, this breakdown will help you see how its market value lines up with its fundamentals. The stock most recently closed at US$154.88, after a 2.4% gain over the last 7 days. However, it shows a 9.4% decline over 30 days, a 12.2% decline year to date, and a 28.2% decline over the past year, set against longer term returns of 31.5% over 3 years and 51.6% over 5 years. Recent coverage of Badger Meter has focused...
NasdaqCM:RKLB
NasdaqCM:RKLBAerospace & Defense

Is Rocket Lab’s (RKLB) Hypersonic Test Surge Quietly Reshaping Its Government-Focused Business Mix?

Rocket Lab Corporation recently announced its upcoming Cassowary Vex mission, a dedicated hypersonic test launch on its HASTE rocket for the U.S. Defense Innovation Unit and Hypersonix from Launch Complex 2 in Virginia, marking its fourth hypersonic test mission in under six months. This flurry of hypersonic defense work highlights Rocket Lab’s increasing role in national security testing and its push to build steadier government-backed launch demand. Now we’ll explore how this expanded...
NYSE:CRL
NYSE:CRLLife Sciences

Why Charles River (CRL) Faces Sector Cancellation Jitters and Governance Scrutiny at the Same Time

In the past week, Charles River Laboratories International faced pressure after sector peer Medpace reported rising project cancellations, while the company prepared to release fourth-quarter 2025 results and continued collaborations with partners such as Toxys, X-Chem, and the Francis Crick Institute. At the same time, an investor rights law firm began probing potential fiduciary duty breaches by Charles River’s leadership, highlighting growing shareholder focus on governance and long-term...
NYSE:RCL
NYSE:RCLHospitality

Royal Caribbean Credit Upgrade And Cyber Rules Reshape Risk Reward Profile

Moody's upgraded Royal Caribbean Cruises' credit rating, highlighting what it sees as strong earnings and financial discipline. Royal Caribbean updated its prohibited items policy, restricting certain smart glasses and tightening cybersecurity related rules onboard. The company cites passenger privacy and protection of ship operations as key reasons for the revised policy. For investors watching NYSE:RCL, these updates come with the stock last closing at $319.61 and a value score of 4. The...
NYSE:EPC
NYSE:EPCPersonal Products

Does Edgewell (EPC) Prioritizing Dividends Amid Losses Reveal Its True Capital Allocation Strategy?

In early February 2026, Edgewell Personal Care reported first-quarter 2026 results showing sales of US$422.8 million, up from US$415.1 million a year earlier, alongside a net loss of US$65.7 million and continued zero share repurchases under its most recent buyback authorization. Despite the wider loss and lack of recent buyback activity, the company affirmed a quarterly dividend of US$0.15 per share, highlighting management’s willingness to continue returning cash to shareholders while...
NYSE:GWRE
NYSE:GWRESoftware

How Investors Are Reacting To Guidewire Software (GWRE) Strong Q1, Raised Outlook And New AI Cloud Wins

Earlier this week, Guidewire Software reported a strong first quarter of fiscal 2026, highlighting record sales activity, raised full-year guidance, and eight new cloud deals, including major insurers The Hartford and Sompo. A key development was the rollout of AI-powered products like PricingCenter and UnderwritingCenter, which aim to make insurance pricing and underwriting more precise and efficient for property and casualty insurers. We’ll now examine how Guidewire’s stronger guidance and...
NYSE:SMR
NYSE:SMRElectrical

A Look At NuScale Power (SMR) Valuation After Romania Approves 462 MW SMR Project

Nuclearelectrica’s approval of a 462 MW small modular reactor project at Romania’s Doicesti site, using NuScale Power (SMR) technology, gives investors a fresh reference point for this early stage nuclear stock. See our latest analysis for NuScale Power. Despite the Romania decision and fresh U.S. Department of Energy support for small modular reactors, NuScale’s share price return has been weak recently, with a 30 day share price return of 27.84% and a 1 year total shareholder return of a...
NasdaqGS:WTW
NasdaqGS:WTWInsurance

Has The Recent Pullback In Willis Towers Watson (WTW) Opened A Valuation Opportunity?

If you are wondering whether Willis Towers Watson is attractively priced today, you are not alone. The stock has drawn attention from investors trying to work out what a fair value looks like. The share price closed at US$287.74 recently, with returns of a 12.8% decline over 7 days, 12.3% decline over 30 days, 11.8% decline year to date, 9.2% decline over 1 year, 24.1% total return over 3 years and 36.6% total return over 5 years. Recent coverage around the stock has focused on its position...
NYSE:DK
NYSE:DKOil and Gas

A Look At Delek US Holdings (DK) Valuation After Recent Share Price Momentum

What recent performance suggests about Delek US Holdings (DK) Delek US Holdings (DK) has seen mixed share performance recently, with a gain of 4.4% over the past day, a 3% decline over the past week, and a 14.3% rise over the past month. See our latest analysis for Delek US Holdings. At a share price of US$34.46, Delek US Holdings combines a 30 day share price return of 14.3% with a 1 year total shareholder return of 98.7%, indicating recent momentum following a weaker 90 day period. If this...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

How IREN’s Index Inclusion and Microsoft-backed AI Pivot Will Impact IREN (IREN) Investors

In February 2026, IREN Limited reported second-quarter 2025 results showing revenue rising to US$184.69 million while net loss widened to US$155.41 million, alongside six‑month revenue of US$424.99 million and net income of US$229.20 million compared with a loss a year earlier. Ahead of its inclusion in the MSCI USA Index later in February, IREN’s shift from Bitcoin mining toward AI infrastructure, anchored by a US$9.70 billion Microsoft contract and large new data center capacity, is...
NasdaqGS:AGNC
NasdaqGS:AGNCMortgage REITs

Is AGNC Investment (AGNC) Attractively Priced After Strong One Year Share Price Performance?

If you are wondering whether AGNC Investment's share price really reflects its underlying value, you are not alone. Many income focused investors keep a close eye on this mortgage REIT. The stock last closed at US$11.36, with returns of 3.9% year to date and 26.0% over 1 year. Shorter term moves have been softer, with a 0.7% decline over 7 days and a 1.8% decline over 30 days. Recent headlines around AGNC have focused on its role as a mortgage REIT in a changing interest rate backdrop,...
NYSE:RTX
NYSE:RTXAerospace & Defense

Should Raytheon’s Coyote Counter‑Drone Wins and Dividend Hike Reset the RTX (RTX) Risk‑Reward Debate?

In early February 2026, RTX Corporation’s Raytheon business used its Coyote Block 3 Non-Kinetic system to defeat drone swarms in a U.S. Army exercise, while the board declared a US$0.68 quarterly dividend payable on March 19, 2026 to shareowners of record on February 20, 2026. Together with its largest U.S. Army counter‑drone contract under the LIDS program and ongoing AI‑driven manufacturing gains, these developments underscore RTX’s focus on higher‑tech, defense and aerospace solutions...
NYSE:CAT
NYSE:CATMachinery

Caterpillar (CAT) Valuation After Record Revenue And AI Data Center Infrastructure Demand

Caterpillar (CAT) is in focus after reporting record full-year revenue and a strong order backlog, as demand for its equipment climbs with the rapid buildout of AI data centers and power infrastructure. See our latest analysis for Caterpillar. The recent excitement around AI infrastructure and power projects has been reflected in the market, with Caterpillar posting a 21.2% 30 day share price return and a very large 5 year total shareholder return. If this AI driven rally has you looking for...