U.S. Water Utilities Stock News

NYSE:GE
NYSE:GEAerospace & Defense

Did GE's AI-Focused Singapore Investment and Dividend Move Just Shift General Electric's (GE) Investment Narrative?

In early February 2026, GE Aerospace announced a multi-year investment plan of up to US$300 million to upgrade and expand its engine repair capabilities in Singapore, alongside its board declaring a US$0.47 per-share dividend payable on April 27, 2026 to shareholders of record on March 9, 2026. The Singapore investment, backed by the Economic Development Board and centered on automation, digitization, and AI-enabled inspection, underscores GE Aerospace’s focus on higher-value aftermarket...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet (GOOGL) Margin Improvement Reinforces Bullish Earnings Narratives

Latest FY 2025 earnings snapshot Alphabet (GOOGL) closed FY 2025 with Q4 revenue of US$113.8b and basic EPS of US$2.85, setting the tone for a year where trailing twelve month revenue reached US$402.8b and EPS came in at US$10.91 alongside earnings growth of 32% over the past year. Over recent periods, the company has seen quarterly revenue move from US$96.5b in Q4 2024 to US$113.8b in Q4 2025, while quarterly basic EPS shifted from US$2.17 to US$2.85, supported by an improvement in net...
NasdaqGS:LEGN
NasdaqGS:LEGNBiotechs

Legend Biotech (LEGN) Valuation Check As Board Changes And CARVYKTI Sales Update Draw Attention

Legend Biotech (LEGN) has seen a flurry of boardroom changes and fresh sales data that could interest investors, highlighted by the appointment of Gareth Kung as a Class II director and the new Audit Committee chair. See our latest analysis for Legend Biotech. These boardroom changes and the recent CARVYKTI sales update come after a steep 90 day share price return of 46.23% decline and a 1 year total shareholder return of 51.67% loss, suggesting momentum has been weak despite operational...
NYSE:COF
NYSE:COFConsumer Finance

Is Capital One Financial (COF) Pricing Reflect Long Term Prospects After Recent Share Price Pullback

If you are wondering whether Capital One Financial's current share price lines up with its underlying worth, you are not alone. This article is built to help you judge what you are really paying for. The stock last closed at US$222.79, with returns of 1.8% over 7 days, a 12.0% decline over 30 days, a 10.1% decline year to date, 11.0% over 1 year, 102.4% over 3 years and 107.0% over 5 years. This gives plenty of data points to think about how sentiment has shifted over time. Recent headlines...
NYSE:IOT
NYSE:IOTSoftware

Is Samsara’s (IOT) Super Bowl AI Coach And Canada Push Reframing Its Competitive Moat?

In early February 2026, Samsara Inc. unveiled Samsara Coach, an AI-powered, avatar-based driver coaching tool promoted in a Super Bowl LX commercial, and separately announced an expansion of its Canadian operations with local data hosting, domestic logistics, and fleet management partnerships. Together, these moves highlight how Samsara is pairing real-time, AI-driven safety coaching with region-specific infrastructure and partnerships to appeal to highly regulated, complex fleet...
NYSE:EAT
NYSE:EATHospitality

Brinker International Weighs Raised Guidance Against Director Share Sales

Brinker International (NYSE:EAT) reported strong earnings momentum supported by new Chili's menu offerings and steady operations. Management raised revenue and earnings guidance after the latest quarterly results. Directors at the company recorded insider share sales around the same time as the updated outlook. Analyst sentiment has been positive following these developments. Brinker International, the parent company of Chili's, sits at the intersection of casual dining and value focused...
NYSE:NEE
NYSE:NEEElectric Utilities

Assessing NextEra Energy (NEE) Valuation After Xcel Data Center Infrastructure Agreement

NextEra Energy (NEE) is back in focus after Xcel Energy signed a memorandum of understanding with a NextEra subsidiary to accelerate generation, storage, and transmission projects for large customers, particularly data centers. See our latest analysis for NextEra Energy. The Xcel MOU lands at a time when momentum in NextEra Energy’s shares has been picking up, with an approximate 14.2% 1 month share price return and a 35.1% 1 year total shareholder return suggesting growing interest in its...
NYSE:RBLX
NYSE:RBLXEntertainment

Roblox (RBLX) Q4 Loss Of US$316 Million Reinforces Bearish Profitability Narratives

Roblox (RBLX) just closed out FY 2025 with Q4 revenue of US$1.4b and a basic EPS loss of US$0.45, alongside a full year trailing revenue base of US$4.9b and a trailing basic EPS loss of US$1.52. Over the past six quarters, the company has seen quarterly revenue move from US$918.9m in Q3 2024 to US$1.4b in Q4 2025. Over the same period, basic EPS ranged from a loss of US$0.32 in Q1 2025 to a loss of US$0.45 in Q4 2025. This sets up a picture where scale is building but losses remain a key part...
NYSE:SPXC
NYSE:SPXCMachinery

A Look At SPX Technologies (SPXC) Valuation After Recent Share Price Strength

Event context and recent performance SPX Technologies (SPXC) has drawn investor attention after recent share price moves, with the stock up about 2% over the past day, 6.7% in the past week, and 6.9% over the past month. See our latest analysis for SPX Technologies. Zooming out, SPX Technologies has paired this short term share price strength with a 9.4% year to date share price return and a 5 year total shareholder return of about 302%. This points to momentum that has been building over...
NasdaqGM:CAMT
NasdaqGM:CAMTSemiconductor

Assessing Camtek (CAMT) Valuation As Earnings Optimism Lifts Shares Ahead Of February Report

Camtek earnings optimism lifts shares ahead of February report Camtek (CAMT) has attracted fresh attention as its stock outperformed the broader Computer and Technology sector over the past month, with investor focus now squarely on the company’s upcoming February 18 earnings report. See our latest analysis for Camtek. At a share price of $149.02, Camtek’s recent 5.61% 1 day share price return and 29.02% year to date share price return sit alongside a very large 3 year total shareholder...
NYSE:WCN
NYSE:WCNCommercial Services

Assessing Waste Connections (WCN) Valuation After Mixed Recent Share Price Performance

Assessing Waste Connections after recent performance Without a specific news headline driving attention, Waste Connections (WCN) is drawing interest as investors reassess the stock after a mixed run, including negative year-to-date and 1-year returns alongside stronger multi-year performance. See our latest analysis for Waste Connections. The share price sits at US$169.20. Recent momentum is relatively muted, with a small 7 day share price return of 0.95% and a 90 day share price return of...
NYSE:NWN
NYSE:NWNGas Utilities

Assessing Northwest Natural Holding (NWN) Valuation After Steady Share Gains And Premium P/E Multiple

With no single headline event setting the tone, Northwest Natural Holding (NWN) is drawing attention as investors weigh its recent share performance against fundamentals such as revenue, net income and regulatory utility exposure. See our latest analysis for Northwest Natural Holding. Recent trading has been relatively steady, with a 7 day share price return of 3.24% and a 1 year total shareholder return of 25.69%, suggesting momentum that has been gradual rather than abrupt. Overall, the...
NYSE:HSY
NYSE:HSYFood

Hershey (HSY) Margin Collapse To 7.6% Tests Premium Valuation Narratives

Hershey (HSY) has wrapped up FY 2025 with Q4 revenue of US$3.1b, Basic EPS of US$1.58 and net income of US$320 million, setting the tone for how the full year’s earnings story lands for investors. Over recent quarters, the company has seen revenue move from US$3.0b in Q3 2024 to US$3.2b in Q3 2025 and Q4 revenue at US$3.1b. Basic EPS ranged from US$2.20 in Q3 2024 to US$1.36 in Q3 2025 and US$1.58 in Q4 2025, putting the spotlight firmly on how margins are holding up through the year. See our...
NYSE:BYD
NYSE:BYDHospitality

Boyd Gaming (BYD) Q4 Earnings Put 45% Net Margin Narrative Under The Microscope

Boyd Gaming (BYD) just wrapped up FY 2025 with Q4 revenue of US$1.1b and basic EPS of US$1.79, alongside net income of US$140.4m. This rounds out a year where trailing twelve month revenue sat at US$4.1b and EPS at US$22.56. Over the past few quarters, revenue has ranged from US$991.6m to US$1.1b while quarterly EPS moved between US$1.31 and US$17.81, contributing to a trailing net margin of 45% that puts profitability squarely in focus for investors evaluating the latest results. See our...
NYSE:GPK
NYSE:GPKPackaging

A Look At Graphic Packaging Holding (GPK) Valuation After Q4 Earnings Miss And Cautious 2026 Guidance

Graphic Packaging Holding (GPK) has put investors on alert after fourth quarter earnings missed expectations on EPS and EBITDA, even as revenue slightly topped forecasts and management issued 2026 guidance below market estimates. See our latest analysis for Graphic Packaging Holding. Those softer earnings and cautious 2026 guidance have gone hand in hand with weaker momentum, with a 30 day share price return of 12.01% and a 1 year total shareholder return of 48.75%, pointing to pressure...
NasdaqGS:MTSI
NasdaqGS:MTSISemiconductor

MACOM Executive Moves Highlight Advanced GaN Focus And Rich Valuation Concerns

MACOM Technology Solutions Holdings promoted Stephen Ferranti to Senior Vice President of Corporate Development and Investor Relations. The company also promoted Dr. Gregg Jessen to Senior Vice President of Advanced GaN Technology. These leadership changes are intended to support advanced semiconductor initiatives and future growth priorities at NasdaqGS:MTSI. For investors watching NasdaqGS:MTSI, these promotions come at a time when the stock is trading at $235.87, with returns of 7.7%...
NasdaqGS:NCNO
NasdaqGS:NCNOSoftware

AI Repricing In Software Puts nCino’s Cloud Banking Story To Test

Software stocks, including nCino (NasdaqGS:NCNO), are being sold off as investors reassess traditional SaaS models in light of AI related risks and costs. Signals from large software and cloud providers about softer demand and potentially higher AI spending are weighing on the sector. nCino, focused on cloud banking software, is caught in this wider reset rather than reacting to a single company specific headline. For nCino, the sector move comes on top of already weak share performance. At...
NasdaqGS:LITE
NasdaqGS:LITECommunications

Why Lumentum (LITE) Is Up 40.9% After AI Backlog Fuels Strong Q2 Results And Guidance

Lumentum Holdings recently reported second‑quarter fiscal 2026 results, with sales rising to US$665.5 million and net income reaching US$78.2 million, and issued third‑quarter guidance calling for net revenue between US$780 million and US$830 million. Management emphasized exceptional demand from AI and cloud networking customers, underpinned by an optical circuit switch backlog above US$400 million and a multi‑hundred‑million‑dollar co‑packaged optics order scheduled for 2027. We’ll now...