U.S. Water Utilities Stock News

NYSE:RIG
NYSE:RIGEnergy Services

Oil Prices Surge With Iran Tensions and Put These 3 Energy Stocks in Focus

Oil and gas stocks are back in the spotlight as conflict between the U.S. and Iran disrupts supply routes and lifts fuel costs. With the Strait of Hormuz closed and consumers facing higher prices at the pump and the supermarket, energy producers sit at the center of this shock. Some companies could benefit from higher selling prices, while others face higher costs, policy risk, or demand pressure. This article walks through 3 large, financially stable oil and gas stocks that are closely...
NasdaqGS:KHC
NasdaqGS:KHCFood

Kraft Heinz (KHC) Turnaround Push Puts Valuation Back In Focus

Kraft Heinz (KHC) is back in focus after investors reacted to a refreshed turnaround plan, a busy slate of marketing partnerships, and rising expectations ahead of the company’s upcoming second quarter earnings report. See our latest analysis for Kraft Heinz. Kraft Heinz shares have picked up momentum in recent weeks, with a 30 day share price return of 15.19% and a 90 day share price return of 21.77%, even though the 5 year total shareholder return is still down 10.19%. If Kraft Heinz has...
NYSE:STNG
NYSE:STNGOil and Gas

Scorpio Tankers (STNG) Stock Could Trade At A Discount On Earnings But A Premium To Fair Value

After a very strong 5 year run, with Scorpio Tankers up about 450%, the stock now sits in a zone where its market price and intrinsic value estimate look broadly aligned rather than clearly cheap or expensive. The 5 year total return of roughly 450% puts Scorpio Tankers among the stronger performers in the sector, which naturally raises the bar for what counts as good value today. The recent move to replace higher coupon unsecured notes with a lower cost, asset backed credit facility can...
NasdaqGS:SHC
NasdaqGS:SHCLife Sciences

Sotera Health (SHC) Could Be 12% Undervalued Following Warburg Pincus Exit

O’Keeffe Stevens Advisory recently initiated a position in Sotera Health (SHC) after private equity firm Warburg Pincus fully exited its stake. This shift removed a major source of selling pressure on the stock. See our latest analysis for Sotera Health. Against that backdrop, Sotera Health’s recent price action has been firm, with a 14.14% 90 day share price return and a 49.06% 1 year total shareholder return. This suggests momentum has been building over the past year around the stock. If...
NasdaqCM:TOYO
NasdaqCM:TOYOSemiconductor

Is TOYO’s (TOYO) Global Manufacturing Push Quietly Redefining Its U.S. Growth Narrative?

Earlier this year, TOYO held a special call to provide a corporate overview, outlining its global manufacturing platform, U.S. growth strategy and recent business performance. The call gave investors a rare, concentrated look at how TOYO’s international production footprint and U.S. expansion plans fit together operationally. Next, we’ll examine how TOYO’s emphasis on its global manufacturing platform during the call could influence the company’s investment narrative. Find 49 companies with...
NYSE:SPOT
NYSE:SPOTEntertainment

Spotify (SPOT) Stock Looks Below Fair Value While Earnings Sit Above Fair Value

Spotify Technology stock has delivered a very strong 239.1% return over the past three years. However, its current valuation signals are split, with an intrinsic value estimate based on a Discounted Cash Flow (DCF) model suggesting upside, while market multiples make the shares look expensive. That mixed read now sits against recent headlines on fake streams and AI generated content that speak directly to how durable Spotify Technology's cash flows might be. The 239.1% three year return...
NYSE:EL
NYSE:ELPersonal Products

Estée Lauder Companies (EL) Launches Glimmer As Fair Value Still Sits Higher

Estée Lauder Companies (EL) is back in the spotlight after unveiling Glimmer, a new prestige fragrance aimed at a new generation of consumers and featuring Hailee Steinfeld as the face of a global campaign. See our latest analysis for Estée Lauder Companies. Estée Lauder Companies’ Glimmer launch and recent board changes come as the stock shows short term momentum, with a 90 day share price return of 11.97%, but longer term total shareholder returns over one, three and five years still...
NYSE:TSM
NYSE:TSMSemiconductor

Can Taiwan Semiconductor Manufacturing (NYSE:TSM) Trade At A Discount After Heavy Spending?

Taiwan Semiconductor Manufacturing has delivered very strong share price gains over the past three years. After the recent pullback, the valuation signals are more balanced, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the stock is close to fair value, while earnings-based multiples still screen it as undervalued. Over the past three years, Taiwan Semiconductor Manufacturing has returned about 312%, which puts extra focus on whether the current price is still...
NasdaqGS:HAPN
NasdaqGS:HAPNConsumer Finance

Happen (HAPN) Stock Eyes Repricing After EPS Surge And Guidance Lift

Happen stock edged up 1.1% to US$18.95 into the close, a modest move for a quarter that put earnings power firmly in the spotlight. Traders saw a routine beat. Long term investors saw something different. Diluted EPS hit about US$0.50 for Q2, with return on tangible common equity near 15.9%, and management raised full year EPS guidance to a higher range. The near term chart still shows a decline over the past month, which keeps shorter term holders cautious. The key question now is whether...
NYSE:LEVI
NYSE:LEVILuxury

Levi Strauss (LEVI) Could Be 6% Undervalued After TD Cowen Downgrade

Levi Strauss (LEVI) is back in focus after TD Cowen downgraded the stock to Equal Weight due to valuation following a recent rally, just as the company pushes further into premium lifestyle categories. See our latest analysis for Levi Strauss. At a share price of US$25.46, Levi Strauss has seen a 90 day share price return of 16.31%, while the 1 year total shareholder return sits at 27.39%. This performance has attracted valuation concerns alongside its push into premium lifestyle...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet (GOOGL) Faces A Valuation Test After Its Huge AI Spending Plan

Alphabet (GOOGL) has just put its spending plans under a brighter spotlight. After strong recent results, the company lifted its 2026 capital expenditure forecast toward roughly US$200b, turning free cash flow negative and stirring fresh debate about AI infrastructure bets. See our latest analysis for Alphabet. Alphabet’s share price has been choppy since earnings, with a 1-day share price return of 2.19% but a 90-day share price return of 4.64% and year to date still up 5.89%. Over the...
NYSE:EAT
NYSE:EATHospitality

Brinker International (EAT) Menu Focus And Earnings Momentum Put Valuation Back In View

Brinker International (EAT) has drawn fresh attention after recent Zacks research highlighted its rising earnings estimates and strong share performance over the past month relative to the retail restaurant industry. See our latest analysis for Brinker International. For context, Brinker International’s recent momentum has been strong, with a 30.83% year to date share price return and a very large 3 year total shareholder return around 7x, which points to building optimism around its earnings...
NasdaqGS:TRMB
NasdaqGS:TRMBSoftware

Is Trimble (TRMB) Cheap Following Its Recent Rally?

Trimble (TRMB) has drawn investor attention after recent share price swings, with the stock up 16.5% over the past week and 15% over the past month, despite weaker longer term returns. See our latest analysis for Trimble. The recent rally comes after a tougher spell, with the share price down 25.47% year to date and the 1 year total shareholder return declining 31.47%. The 3 year total shareholder return of 8.59% suggests longer term momentum has been more modest. If Trimble’s jump has you...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Microsoft (MSFT) Faces UK Copilot Probe As EU Targets Azure Gatekeeper Role

The UK Competition and Markets Authority has opened a formal investigation into Microsoft over potential misleading of Microsoft 365 personal and family customers following Copilot related plan and pricing changes. Regulators are examining whether customers were given clear information about what they were paying for and whether they could have been left confused or overpaying. In parallel, the European Commission has moved to designate Microsoft Azure as a gatekeeper service, increasing...
NYSE:ZWS
NYSE:ZWSBuilding

How Zurn Elkay’s Q2 EPS Surge and Dividend Affirmation Will Impact Zurn Elkay (ZWS) Investors

Zurn Elkay Water Solutions Corporation has already reported its second quarter 2026 results, with sales of US$491.0 million and net income of US$113.3 million, up from US$444.5 million and US$50.5 million a year earlier. The company’s earnings per share from continuing operations more than doubled year on year, while it also affirmed a quarterly dividend of US$0.11 per share payable in early September 2026. With earnings per share from continuing operations rising to US$0.67 diluted in the...
NYSE:W
NYSE:WSpecialty Retail

Wayfair (W) Could Be 50% Undervalued On Earnings Beat

Wayfair (W) shares have been in focus after the company reported first quarter revenue growth of 7.4% year on year, ahead of analyst expectations, and a 5.2% Adjusted EBITDA margin, which marked its strongest first quarter profitability in five years. See our latest analysis for Wayfair. Wayfair's recent earnings release and the 11.5% 7 day share price return sit within a mixed picture. The stock has a 90 day share price return of 29%, while the year to date share price return is down 11.3%,...
NYSE:NOW
NYSE:NOWSoftware

ServiceNow (NOW) Could Be 58% Undervalued After Higher Guidance And AI Demand

ServiceNow (NOW) is back in focus after a mix of company specific and sector wide catalysts, including accelerating revenue growth, higher full year guidance, and renewed investor interest in enterprise software stocks. See our latest analysis for ServiceNow. ServiceNow shares have rebounded sharply in the short term, with a 1 month share price return of 12.49% and a 3 month gain of 24.45%. However, the year to date share price return is still down 24.98% and the 1 year total shareholder...
NYSE:PII
NYSE:PIILeisure

Polaris (PII) Stock Rebound Meets Tariff Questions Despite Raised Outlook

Polaris stock came into this earnings print after a soft stretch, with the shares down over the past month and giving up another 4.2% today to close at US$71.59. That move suggests investors saw a problem. The headline numbers tell a different story. Q2 2026 flipped back to profit with basic earnings per share of US$1.85 on revenue of US$2,039.6m, after a loss in Q1. Management also raised full year guidance, which puts the focus squarely on whether this profit rebuild is durable or just a...
NYSE:WAB
NYSE:WABMachinery

Why Westinghouse Air Brake (WAB) Is Up 16.0% After Earnings Beat, Buyback Completion and Dividend

Westinghouse Air Brake Technologies recently reported past second-quarter 2026 results showing revenue of US$3,179 million and net income of US$395 million, alongside completing a US$1.68 billion buyback of 9,068,721 shares and affirming a regular US$0.31 quarterly dividend. This combination of higher earnings, reduced share count, and continued cash returns gives investors fresh information about the company’s capital allocation priorities and per-share profitability. We’ll now examine how...
NYSE:HII
NYSE:HIIAerospace & Defense

PACCAR Stock And 2 More Non Tech Dividend Picks For Steady Income

Choppy trading in tech and AI stocks, questions about funding structures at Nvidia and OpenAI, and a softer oil market have pushed many investors to look again at non tech dividend payers. When sentiment swings around fast, steady cash flows and established dividend policies can feel more useful than trying to guess the next AI winner. This article looks at how the latest headlines around chip stocks, China competition in AI, oil prices and the coming Federal Reserve decision relate to...
NYSE:CNS
NYSE:CNSCapital Markets

Cohen & Steers (CNS) Posted Higher Q2 Revenue And Profit, Is The Upside Already Priced In?

Cohen & Steers (CNS) stock drew fresh attention after the company reported second quarter revenue of US$152.73 million and net income of US$49.34 million, both higher than the figures reported a year earlier. See our latest analysis for Cohen & Steers. The earnings release and recent appointment of a new Chief Marketing Officer have coincided with firmer sentiment around Cohen & Steers. The share price is at US$82.43, with a 90 day share price return of 21.78% and a 5 year total shareholder...
NasdaqGM:OCUL
NasdaqGM:OCULPharmaceuticals

What Ocular Therapeutix (OCUL)'s Flat Quarter and AXPAXLI Trial Progress Means For Shareholders

Earlier this year, Ocular Therapeutix reported first-quarter results with revenue holding flat year over year and falling short of analyst expectations by 16.5%, prompting management to highlight ongoing cost control and pipeline priorities. Despite the weak quarter, CEO Pravin U. Dugel pointed to encouraging advancement of the AXPAXLI phase 3 trial in wet age-related macular degeneration, underscoring management’s focus on long-term retinal opportunities. Now we’ll examine how the flat...
NYSE:LDOS
NYSE:LDOSProfessional Services

Leidos Holdings (LDOS) Is Up 12.8% After Winning US$717 Million ISR Support Task Order

In July 2026, the U.S. Air Force's Air Combat Command awarded Leidos Holdings a new intelligence, surveillance and reconnaissance support task order with a total potential value of about US$717 million over a possible five-year period, covering more than 35 locations across the United States and overseas. This award extends Leidos’ role as prime contractor on this mission since 2019 and underscores the company’s embedded position in complex, multi-domain defense intelligence support. Next,...
NasdaqGS:MAR
NasdaqGS:MARHospitality

Marriott (MAR) Stock Could Be 18% Overvalued On Resort Expansion News

Marriott International stock has delivered a strong 5 year run, yet current valuation checks suggest the shares are trading at a premium to an intrinsic value estimate and to market based multiples. Marriott International has returned 179.9% over the past 5 years, which puts extra attention on whether the current share price still reflects a reasonable pay off for that performance. Recent expansion moves into all inclusive resorts and branded apartments may support long term cash flow...