U.S. Renewable Energy Stock News

NasdaqGS:LSCC
NasdaqGS:LSCCSemiconductor

Lattice Semiconductor (LSCC) Margin Squeeze Challenges Bullish Growth Narratives After Q4 Loss

Lattice Semiconductor (LSCC) just wrapped up FY 2025 with Q4 revenue of US$145.8 million and a basic EPS loss of US$0.06, compared with Q4 FY 2024 revenue of US$117.4 million and EPS of US$0.12. Over the last year, the company has seen quarterly revenue move from US$120.2 million in Q1 2025 to US$145.8 million in Q4, while basic EPS shifted from US$0.04 in Q1 to a loss in Q4, creating a mixed picture in which growth expectations coincide with compressed margins. See our full analysis for...
NYSE:NOW
NYSE:NOWSoftware

ServiceNow Kearney AI Partnership Spurs Questions On Adoption And Valuation

ServiceNow (NYSE:NOW) has entered a new partnership with global consulting firm Kearney to deliver enterprise-scale value through agentic AI and digital workflows. The collaboration focuses on embedding AI-powered automation into core operations and sharing case studies that show cost savings and operational improvements. The partnership aims to help organizations move beyond isolated AI experiments and apply AI across entire business processes. ServiceNow, known for its workflow...
NasdaqGS:ODFL
NasdaqGS:ODFLTransportation

Old Dominion Lifts Dividend As Freight Cycle And Earnings Stay Soft

Old Dominion Freight Line (NasdaqGS:ODFL) has approved a first quarter dividend increase. The company is raising its payout while the freight market remains challenging and recent earnings have been soft. The move extends Old Dominion Freight Line's pattern of returning capital to shareholders. Old Dominion Freight Line operates in the less than truckload segment, a part of freight where volumes and pricing can be sensitive to economic conditions. The decision to lift its dividend while the...
NYSE:BHVN
NYSE:BHVNBiotechs

Assessing Biohaven (BHVN) Valuation As Analyst Optimism And Earnings Estimates Improve

Analyst sentiment shift puts Biohaven (BHVN) in focus Recent analyst actions around Biohaven (BHVN), including higher consensus earnings estimates and a favorable Zacks Rank #2 rating, have put the biotech name back on many investors’ watchlists. See our latest analysis for Biohaven. Biohaven’s share price has been volatile, with a 7 day share price return of 7.2% and a 90 day share price return of 45.8%. However, the 1 year total shareholder return of a 72% decline shows that longer term...
NYSE:NVST
NYSE:NVSTMedical Equipment

Is It Too Late To Reassess Envista Holdings (NVST) After The Recent Share Price Surge?

Wondering if Envista Holdings is priced attractively or if the recent buzz has already been baked into the share price? This article is here to help you frame that question clearly before you make any decisions. The stock has recently been active, with returns of 27.9% over 7 days, 29.4% over 30 days, 39.5% year to date, and 45.1% over 1 year, compared to declines of 24.9% over 3 years and 20.6% over 5 years. These moves sit against a backdrop of ongoing interest in Envista Holdings within...
OTCPK:NTPI.F
OTCPK:NTPI.FReal Estate

Nam Tai Property (OTCPK:NTPI.F) Profit Return Tests Cash Flow Bear Narratives

Nam Tai Property (OTCPK:NTPI.F) has just reported its latest financial results, but with no recent filings or detailed statements available, investors are largely flying blind on headline revenue, EPS, and year over year trends. With the stock trading at US$5.55, the market is effectively pricing the business on sentiment and expectations rather than clearly disclosed performance metrics. This can leave both upside and downside narratives wide open. In this kind of information gap, the key...
NasdaqGM:NMIH
NasdaqGM:NMIHDiversified Financial

NMI Holdings (NMIH) Net Margin Near 55% Tests Slowing Earnings Growth Narratives

NMI Holdings (NMIH) has just wrapped up FY 2025 with fourth quarter revenue of US$180.7 million and basic EPS of US$1.23, supported by trailing twelve month revenue of US$706.4 million and EPS of US$5.01. The company has seen quarterly revenue move from US$166.5 million in Q4 2024 to US$180.7 million in Q4 2025, while basic EPS stepped from US$1.09 to US$1.23 over the same period. This sets up the latest print against an 8% earnings growth rate and a 55.1% trailing net margin. With that...
NYSE:LYV
NYSE:LYVEntertainment

Live Nation Entertainment (LYV) Is Up 6.1% After DOJ Settlement Talks Begin Over Monopoly Claims - Has The Bull Case Changed?

Earlier in February, Live Nation Entertainment began talks with the U.S. Department of Justice to resolve longstanding monopoly accusations without going to trial, seeking to address concerns around its Ticketmaster ticketing operations and broader live entertainment footprint. This move could materially influence how investors think about the company’s regulatory risk profile and the durability of its integrated concerts, ticketing, and venue model. We’ll now examine how Live Nation’s bid...
NasdaqGS:OTLY
NasdaqGS:OTLYFood

Oatly Group (NasdaqGS:OTLY) Quarterly Loss Of US$65 Million Reinforces Bearish Narratives

Oatly Group (NasdaqGS:OTLY) has laid out another tough quarter, with Q3 2025 revenue of US$222.8 million alongside a basic EPS loss of US$2.15 and net income excluding extra items at a loss of US$65.3 million. Over the past few quarters, the company has seen revenue move from US$202.2 million in Q2 2024 to US$214.3 million in Q4 2024 and then to US$222.8 million in Q3 2025. Quarterly basic EPS has ranged from a loss of US$1.02 in Q2 2024 to a loss of US$3.05 in Q4 2024 and a loss of US$2.15...
NasdaqGS:IPGP
NasdaqGS:IPGPElectronic

IPG Photonics’ New Defense Laser Debuts As Valuation Stretches Higher

IPG Photonics unveiled its CROSSBOW MINI High-Energy Laser system at the Singapore Airshow 2026. The system targets the fast growing market for countering unmanned aerial systems with directed-energy solutions. The launch marks IPG Photonics' entry into defense and security applications for laser technology. For investors watching IPG Photonics (NasdaqGS:IPGP), the CROSSBOW MINI HEL system arrives at a time when the stock has shown strong recent momentum, with the share price at $110.9 and...
NasdaqGS:RDWR
NasdaqGS:RDWRSoftware

Radware (RDWR) Q3 EPS Jump Challenges Longstanding Earnings Bear Case

Radware (RDWR) just posted its FY 2025 third quarter numbers, reporting revenue of US$75.3 million and basic EPS of US$0.13, while net income excluding extra items was US$5.7 million. The company’s quarterly revenue increased from US$69.5 million in Q3 2024 to US$75.3 million in Q3 2025, with basic EPS moving from US$0.07 to US$0.13 over the same period. Trailing 12 month EPS stands at US$0.39 on net income of US$16.7 million. For investors, a key consideration is how durable these margins...
NYSE:MLM
NYSE:MLMBasic Materials

Martin Marietta (MLM) Margin Compression Challenges Infrastructure And Data Center Growth Narrative

Martin Marietta Materials (MLM) just posted another busy quarter, reporting Q3 FY 2025 revenue of US$1.8 billion and basic EPS of US$5.99, alongside net income from continuing operations of US$361 million and US$53 million from discontinued operations. The company’s recent quarterly revenue moved from US$1.61 billion in Q4 FY 2024 to US$1.35 billion in Q1 FY 2025 and then to US$1.85 billion in Q3 FY 2025. Over the same period, basic EPS shifted from US$4.81 to US$1.90 and then to US$5.99,...
NasdaqGS:MTCH
NasdaqGS:MTCHInteractive Media and Services

Assessing Match Group (MTCH) Valuation After Earnings Beat Dividend Hike And Buyback Completion

Match Group (MTCH) has become a focus for investors after its fourth quarter earnings, updated 2026 guidance, higher dividend, and completion of a sizeable buyback, combined with encouraging engagement trends at Tinder. See our latest analysis for Match Group. After these announcements, Match Group’s recent share price pattern has been mixed. The 7 day share price return of 2.55% compares with a 1 year total shareholder return decline of 5.5% and a 5 year total shareholder return decline of...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Why Reddit (RDDT) Is Down 8.8% After Launching a $1 Billion Buyback and New Revenue Outlook

In early February 2026, Reddit reported fourth-quarter 2025 revenue of US$725.61 million and net income of US$251.6 million, issued first-quarter 2026 revenue guidance of US$595 million to US$605 million, authorized a US$1.00 billion open-ended share repurchase program, and filed a US$1.73 billion shelf registration linked to employee stock offerings. Separately, advertising automation platform Shirofune announced it had added Reddit Ads to its omnichannel interface, potentially making it...
NYSE:TEX
NYSE:TEXMachinery

Terex (TEX) Margin Compression To 2.9% Puts Growth Narratives To The Test

Terex (TEX) has put fresh numbers on the board for FY 2025, with Q3 revenue at US$1.4b, basic EPS of US$0.99 and net income of US$65m setting the tone for how the year is shaping up. The company has seen quarterly revenue move from US$1.2b in Q3 2024 to US$1.5b in Q2 2025 and US$1.4b in Q3 2025, while basic EPS shifted from US$1.32 to US$1.10 and then US$0.99 over the same stretch. This gives a clearer view of how the top line and EPS are tracking through the cycle. With those trends on the...
NYSE:TMHC
NYSE:TMHCConsumer Durables

Taylor Morrison Home (TMHC) Earnings Growth Slowdown Tests Bullish Low P/E Narrative

Taylor Morrison Home (TMHC) just posted another set of solid numbers, with Q3 FY 2025 revenue at US$2.1b and basic EPS of US$2.05, anchored by net income of US$201.4m. Over recent quarters, the company has seen revenue move from US$2.0b in Q2 FY 2025 to US$2.1b in Q3 FY 2025. EPS has ranged between US$1.94 and US$2.35 across the last six reported periods, which is likely to prompt investors to focus closely on how margins are holding up through this part of the cycle. See our full analysis...
NYSE:MBC
NYSE:MBCBuilding

MasterBrand (MBC) Margin Compression To 3% Net Profit Challenges Bullish Narratives

MasterBrand (MBC) just closed out FY 2025 with Q4 revenue of US$644.6 million and a basic EPS loss of US$0.33, while the trailing 12 months show basic EPS of US$0.65 on revenue of US$2.76 billion. Over recent quarters, the company has seen revenue move from US$667.7 million in Q4 2024 to a peak of US$730.9 million in Q2 2025, alongside quarterly EPS figures ranging between US$0.10 and US$0.29 before the latest loss. Investors are watching how these trends flow through to profitability. With...
NYSE:WMB
NYSE:WMBOil and Gas

Williams Companies Q4 EPS Jump Reinforces Bullish Profitability Narratives For WMB

Williams Companies FY 2025 earnings snapshot Williams Companies (WMB) just closed out FY 2025 with Q4 revenue of US$3.1 billion and basic EPS of US$0.60, alongside trailing 12 month revenue of US$11.8 billion and EPS of US$2.14 that sits against 17.7% earnings growth over the past year. The company has seen quarterly revenue move from US$2.9 billion in Q4 2024 to US$3.1 billion in Q4 2025. Over the same period, basic EPS went from US$0.40 to US$0.60, with earnings growth of 18.8% annualized...
OTCPK:CFNB
OTCPK:CFNBDiversified Financial

California First Leasing (OTCPK:CFNB) Earnings Growth And Rich Margins Question Cash Quality Narrative

California First Leasing (CFNB) has put up another solid quarter, with Q2 2026 revenue of US$1.1 million, Basic EPS of US$2.41 and net income of US$21.6 million anchoring what has been a very profitable trailing 12 months. The company has seen quarterly revenue move from US$8.6 million in Q2 2025 to US$1.1 million in Q2 2026, while Basic EPS shifted from US$0.62 to US$2.41 over the same period. This sets the scene for investors to focus on how those earnings are being generated. With trailing...
NasdaqGS:EQIX
NasdaqGS:EQIXSpecialized REITs

Equinix Balances AI Data Center Expansion With Ongoing Dividend Growth

Equinix (NasdaqGS:EQIX) is expanding its global data center capacity in emerging markets, including new projects in Chennai and Jakarta. The company is scaling infrastructure to support rising AI related demand across its platform. Equinix has also increased its dividend for the 11th consecutive year, extending its record of annual payouts. Equinix runs a worldwide network of carrier neutral data centers that help customers host and connect critical digital infrastructure. With AI workloads...
NasdaqGS:WIX
NasdaqGS:WIXIT

Wix Buyback And Base44 Deal Test Confidence In AI Roadmap

Wix.com (NasdaqGS:WIX) has authorized a new $2b share buyback plan. The company also highlighted its acquisition of Base44 to build out conversational AI tools across its platform. Management framed both moves as part of a multi year plan to strengthen Wix’s product offering and capital structure. Wix.com enters these announcements with its shares at $72.1 and a mixed recent track record. The stock is down 9.1% over the past week and 21.7% over the past month, with a 28.6% decline year to...
NasdaqGS:CHEF
NasdaqGS:CHEFConsumer Retailing

Chefs’ Warehouse (CHEF) Margin Improvement To 1.8% Tests Premium P/E Narrative

Chefs' Warehouse (CHEF) has just posted another set of numbers for FY 2025, with Q3 revenue of US$1.0b and basic EPS of US$0.50, adding to a trailing twelve month picture that shows revenue of US$4.0b and EPS of US$1.94 as of Q3 2025. The company has seen revenue move from US$3.7b and EPS of US$1.26 on a trailing basis in Q3 2024 to US$4.0b and US$1.94 respectively in Q3 2025. Those higher earnings feed into a trailing net margin of 1.8% versus 1.3% a year earlier. This is setting the stage...
NYSE:BXMT
NYSE:BXMTMortgage REITs

Blackstone Mortgage Trust Q3 Revenue Rebound Challenges Bearish Narratives On Earnings Resilience

Blackstone Mortgage Trust (BXMT) just posted its latest FY 2025 numbers with Q3 revenue at US$133.6 million and basic EPS of US$0.37, setting a clearer picture of how the year is shaping up. The company has seen quarterly revenue move from US$77.4 million in Q1 2025 to US$88.0 million in Q2 and then to US$133.6 million in Q3, while EPS has shifted from US$0.00 in Q1 to US$0.04 in Q2 and then to US$0.37 in Q3. This gives investors a clean set of figures to judge the current margin profile and...
NYSE:SN
NYSE:SNConsumer Durables

SharkNinja (SN) Earnings Jump 60% As Margin Strength Tests Premium P/E Narrative

SharkNinja (SN) just turned in another busy quarter, with Q3 FY 2025 revenue of US$1.6b and basic EPS of US$1.34 setting the tone for its latest set of results. The company has seen revenue move from US$1.43b in Q3 FY 2024 to US$1.63b in Q3 FY 2025, while EPS shifted from US$0.94 to US$1.34 over the same period. Those figures feed into trailing twelve month totals of US$6.1b in revenue and EPS of US$4.08. With earnings up 60% over the past year and net profit margins sitting above last year’s...