U.S. Water Utilities Stock News

NasdaqGS:FAST
NasdaqGS:FASTTrade Distributors

Fastenal (FAST) Valuation Check After Q4 Revenue Miss And Higher 2026 Capital Spending Plan

Fastenal (FAST) is back in focus after fourth quarter revenue came in slightly below Wall Street expectations. Management pointed to softer demand and higher tariffs, and outlined a larger 2026 capital spending plan in response. See our latest analysis for Fastenal. The fourth quarter update and Barclays’ revised view come against a backdrop of strong recent share price momentum, with a 19.4% year to date share price return and a 34.1% total shareholder return over the past year, alongside a...
NasdaqGS:MSTR
NasdaqGS:MSTRSoftware

A Look At Strategy (MSTR) Valuation After Rebrand To Bitcoin Treasury And AI Analytics Focus

Event overview and why Strategy matters now Strategy (MSTR) has drawn fresh attention after repositioning itself as a bitcoin treasury company and rebranding from MicroStrategy Incorporated to Strategy Inc. This shift puts its Bitcoin exposure and AI analytics business firmly in focus for investors. See our latest analysis for Strategy. Alongside the rebrand, Strategy’s share price has been under pressure, with a 30 day share price return of a 21.63% decline and a 90 day share price return of...
NYSE:HL
NYSE:HLMetals and Mining

Hecla Mining Weighs Quebec Asset Sale And Future Production Mix

Hecla Mining (NYSE:HL) has begun a review of its Quebec assets, including the option of a potential sale. The company is opening M&A discussions that could reshape its portfolio and operating footprint in Canada. This move follows recently reported annual production results and updated guidance for the coming periods. Hecla Mining is a North American focused precious metals producer with operations concentrated in silver and gold. The review of its Quebec portfolio comes at a time when...
NasdaqGS:AMGN
NasdaqGS:AMGNBiotechs

Is Amgen (AMGN) Offering Fair Value After Strong Multi Year Share Price Gains

If you are wondering whether Amgen's current share price gives you fair value for your money, this article will walk through what the numbers say and where valuation checks point your attention. With the stock at US$366.20, recent returns of 6.8% over 7 days, 10.9% over 30 days, 11.8% year to date, 27.0% over 1 year, 67.9% over 3 years, and 81.0% over 5 years put a spotlight on what investors are currently willing to pay for Amgen. Recent coverage around Amgen has focused on its position in...
NasdaqCM:SBET
NasdaqCM:SBETHospitality

Is It Time To Reassess Sharplink (SBET) After Recent Share Price Slide?

If you are wondering whether Sharplink's current share price reflects its true value, you are not alone. The stock's recent track record gives plenty to think about before making any decisions. Sharplink's share price last closed at US$7.08, after a 29% decline over the past week and a 31.1% decline over the past month. It is still sitting 40.5% higher than a year ago and remains well below its 3 year return of a 90.4% decline. Recent coverage around Sharplink has focused on its role in the...
NYSE:OWL
NYSE:OWLCapital Markets

Is Blue Owl Capital (OWL) Now Offering Value After Its Steep Share Price Decline

If you are wondering whether Blue Owl Capital’s current share price reflects good value, you are not alone. This article is designed to help you weigh what the numbers are really saying. The stock has recently been under pressure, with returns of a 16.8% decline over 7 days, a 24.0% decline over 30 days and a 21.2% decline year to date, on top of a 49.4% decline over the past year. This comes even though the 3 year and 5 year returns sit at 2.0% and 37.6% respectively. These moves have put...
NasdaqGS:BKNG
NasdaqGS:BKNGHospitality

Is There Now An Opportunity In Booking Holdings (BKNG) After The Recent Share Price Pullback

If you are wondering whether Booking Holdings at around US$4,607 per share is starting to look interesting or stretched, you are not alone. The stock has seen a 9.9% decline over the last 7 days, a 13.9% decline over the last 30 days, and is down 13.5% year to date, while still sitting on a 92.2% return over 3 years and 116.9% over 5 years. Recent coverage has focused on Booking Holdings as a key name in online travel, with attention on how travel demand trends and competitive pressures...
NasdaqCM:SMPL
NasdaqCM:SMPLFood

Is Simply Good Foods (SMPL) Quietly Rewriting Its Governance Playbook With Scalzo’s Board Return?

After The Simply Good Foods Company’s 2026 Annual Meeting of Stockholders, the board appointed Joseph E. Scalzo as director to fill the vacancy created by Geoff E. Tanner’s mid-January departure, while shareholders approved a new equity incentive plan and re-elected ten directors and the auditor for fiscal 2026. This combination of leadership changes and a refreshed incentive plan highlights how Simply Good Foods is reshaping governance and executive incentives to align management and...
NYSE:F
NYSE:FAuto

Is It Too Late To Consider Ford Motor (F) After A 48% One-Year Share Price Rally?

If you are wondering whether Ford Motor's current share price still offers value, or if most of the easy gains are already on the table, this article walks through what the numbers say about the stock. Over the last year, Ford Motor's share price return is 48.3%, compared with 3.6% year to date and 2.6% over the last month. These moves may have shifted how some investors think about its growth potential and risk profile. Recent coverage around Ford Motor has focused on how the company is...
NasdaqGS:JKHY
NasdaqGS:JKHYDiversified Financial

Jack Henry And Associates (JKHY) Margin Improvement Challenges Slower Growth Narrative

Jack Henry & Associates (JKHY) just posted its Q2 2026 numbers, with revenue of US$619.3 million and basic EPS of US$1.72, alongside net income of US$124.7 million. The company has seen revenue move from US$573.8 million in Q2 2025 to US$619.3 million in Q2 2026, while basic EPS went from US$1.34 to US$1.72 over the same stretch. This performance is supported by trailing twelve month EPS of US$6.98 on revenue of US$2.5 billion, and highlights an increasingly important story about how margins...
NYSE:MLI
NYSE:MLIMachinery

Assessing Mueller Industries (MLI) Valuation After Record 2025 Earnings And Recent Share Price Pullback

Mueller Industries (MLI) is back in focus after reporting record 2025 results, with sales of US$4.18b and net income of US$765.19m, alongside year over year gains in fourth quarter revenue and profit. See our latest analysis for Mueller Industries. Despite reporting record 2025 earnings and finishing the year with a strong cash position, Mueller Industries’ recent share price return has cooled. Over the past 7 days the share price has declined 14.76%, and the 1 day share price return shows a...
NYSE:CSL
NYSE:CSLBuilding

Carlisle Companies (CSL) Margin Compression Challenges Bullish Earnings Narratives

Carlisle Companies (CSL) closed out FY 2025 with Q4 revenue of US$1,127.7 million and basic EPS of US$3.21, alongside net income excluding extra items of US$133.4 million. This gives investors a clear view of its core earnings power. Over the last six reported quarters, the company has seen quarterly revenue move between US$1,095.8 million and US$1,449.5 million, while basic EPS has ranged from roughly US$3.16 to US$5.93. This sets the backdrop for how the latest results fit into its recent...
NYSE:U
NYSE:USoftware

Unity Software (U) Valuation Check After Prolonged Share Price Weakness

Unity Software: recent performance snapshot Unity Software (U) has been under pressure recently, with the stock showing declines over the past week, month, and past 3 months, and a year to date return of around a 44% decline. Over the past year, the stock has delivered a total return of about an 18% decline, while the 3 year and 5 year total returns sit at roughly 31% and 80% declines. These figures set the backdrop for reviewing Unity’s current fundamentals. See our latest analysis for Unity...
NYSE:RMD
NYSE:RMDMedical Equipment

ResMed Builds Digital Sleep Apnea Ecosystem As Investors Track Valuation

ResMed (NYSE:RMD) is expanding its digital health ecosystem around sleep apnea diagnosis and treatment, supported by tools such as myAir, AirView, and Brightree. Recent developments in wearable screening devices and new FDA approvals are broadening access to sleep apnea testing and connecting more patients to ResMed's digital platform. Following a major competitor recall, ResMed has strengthened its position in the CPAP market, reinforcing its role in long-term respiratory care. For...
NasdaqGS:DRS
NasdaqGS:DRSAerospace & Defense

Is Leonardo DRS (DRS) Using Saudi Localization To Quietly Redefine Its Defense Moat?

Leonardo DRS recently signed a Memorandum of Agreement with Saudi Arabian Military Industries and Advanced Electronic Company to explore in-country collaboration and production of advanced situational awareness and vehicle-mounted combat computing technologies supporting Saudi Arabia's military modernization efforts. This move extends Leonardo DRS's reach across the Middle East and North Africa, highlighting how localized production and interoperability are becoming central to defense...
NYSE:MGM
NYSE:MGMHospitality

MGM Resorts (MGM) Margin Rebound In Q4 Challenges Bears On Profitability Concerns

MGM Resorts International (MGM) closed out FY 2025 with fourth quarter revenue of US$4.6 billion and basic EPS of US$1.10, alongside net income of US$293.6 million, putting a clean set of headline numbers in front of investors. Over recent quarters, the company has seen revenue move from US$4.3 billion in Q4 2024 to US$4.3 billion in Q1 2025, US$4.4 billion in Q2, US$4.3 billion in Q3 and back to US$4.6 billion in Q4. Quarterly basic EPS shifted from US$0.52 to US$0.52, US$0.18, a loss of...
NYSE:CWT
NYSE:CWTWater Utilities

California Water Service Group Gains Policy Seat While Valuation Signals Mixed Picture

California Water Service Group Chairman and CEO Marty Kropelnicki has joined the newly formed CalCEO Council. The council brings together 22 CEOs from across California to advise on statewide economic policy and community affordability. The move signals a broader policy role for California Water Service Group beyond its core utility operations. For you as an investor watching NYSE:CWT, this development puts the company in a more visible policy seat at the state level. With the share price...
NYSE:KVUE
NYSE:KVUEPersonal Products

Is It Time To Reconsider Kenvue (KVUE) After The Johnson & Johnson Spin Off?

Wondering whether Kenvue shares offer good value at around US$18.01, or if the price already reflects most of the story? This article walks through what the numbers say so you can decide how it fits your portfolio. Over the shorter term, Kenvue's share price return sits at 3.9% over 7 days and 7.1% over 30 days, while the year to date return is 4.0% and the 1 year return is a 9.6% decline. Recent headlines around Kenvue have focused on its position as a standalone consumer health company and...
NYSE:SNA
NYSE:SNAMachinery

Snap-on (SNA) Valuation Check After Recent Share Price Momentum And Conflicting Fair Value Signals

Snap-on (SNA) is on investor watchlists after recent trading saw the stock close at $382.91, with returns of 1.2% over the past day and 8.1% over the past month. See our latest analysis for Snap-on. Those recent moves sit within a steady trend, with a 90 day share price return of 12.2% and year to date share price return of 9.1%. The 1 year total shareholder return is 10.5% and the 5 year total shareholder return is 129.8%, suggesting momentum has been building over both short and longer...
NasdaqGS:ENSG
NasdaqGS:ENSGHealthcare

A Look At Ensign Group (ENSG) Valuation After Strong 2025 Earnings And New Facility Acquisitions

Ensign Group (ENSG) has drawn fresh attention after reporting fourth quarter 2025 earnings and announcing new skilled nursing acquisitions in Texas, Wisconsin and Arizona, expanding its footprint to 378 healthcare facilities across 17 states. See our latest analysis for Ensign Group. Against this backdrop of fresh earnings and new facilities coming in, Ensign Group’s share price has eased in the short term, with a 30 day share price return of a 1.89% decline and a 90 day share price return of...
NasdaqGS:DPZ
NasdaqGS:DPZHospitality

Assessing Domino’s Pizza (DPZ) Valuation After Mixed Recent Share Price Momentum

Domino's Pizza stock: recent performance snapshot Domino's Pizza (DPZ) has drawn investor attention after a mixed stretch, with a 1 day return near flat, a small decline over the past week, and a further pullback over the past month. See our latest analysis for Domino's Pizza. With the share price at US$401.73, Domino's Pizza has seen short term share price momentum cool, while the 1 year total shareholder return of 10.25% decline contrasts with a positive 18.62% total shareholder return over...
NYSE:AMTM
NYSE:AMTMProfessional Services

A Look At Amentum Holdings (AMTM) Valuation After Recent Nuclear Contract Wins

Amentum Holdings (AMTM) is back in focus after a series of nuclear sector wins, including fresh contract awards with Electricite de France and new build planning work in the Netherlands, as well as involvement in a nuclear waste borehole demonstration. See our latest analysis for Amentum Holdings. Those nuclear wins have coincided with a sharp pickup in momentum, with a 90 day share price return of 67.28% and a 1 year total shareholder return of 60.71% from a last close of $36.45. Recent...
NYSE:NRP
NYSE:NRPOil and Gas

Does NRP’s “Fortress” Balance Sheet Goal and Carbon Storage Optionality Reshape Its Investment Narrative?

Natural Resource Partners L.P. has highlighted its ongoing progress toward a “fortress” balance sheet built around durable mineral assets, consistent free cash flow, and a target of US$30 million in cash with no permanent debt, a goal it had expected to reach within about a year at the time of the commentary. Beyond its extensive coal-focused mineral portfolio, the partnership also controls substantial unleased carbon sequestration pore space, which could provide an additional longer-term...
NasdaqGS:FORM
NasdaqGS:FORMSemiconductor

Is It Too Late To Consider FormFactor (FORM) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether FormFactor’s share price still represents good value after a strong run, you are not alone. This article is designed to help you frame that question clearly. FormFactor closed at US$71.57 recently, with a 1.4% decline over the last week, a 14.2% gain over 30 days, a 20.9% return year to date, 74.1% over 1 year and 147.3% over 3 years. This naturally raises questions about what is already priced in. These moves sit against a backdrop of ongoing interest in...