U.S. Water Utilities Stock News

NasdaqGS:PCTY
NasdaqGS:PCTYProfessional Services

A Look At Paylocity (PCTY) Valuation After Q2 Beat And Raised 2026 Revenue Outlook

Paylocity Holding (PCTY) is in focus after second quarter results came in ahead of guidance, prompting higher revenue projections for fiscal 2026 and an updated outlook for total and recurring revenues. See our latest analysis for Paylocity Holding. The second quarter beat and upgraded fiscal 2026 revenue outlook arrive after a mixed share price run, with an 8.52% 1 day share price return and 6.59% 7 day share price return contrasting with a 19.95% 30 day share price decline and a 44.87% 1...
NYSE:YETI
NYSE:YETILeisure

Did YETI’s New CFO, Buybacks, and 2026 Guidance Just Shift YETI Holdings’ (YETI) Investment Narrative?

Earlier in February 2026, YETI Holdings appointed former Home Depot finance executive Scott Bomar as its new Chief Financial Officer, reported fourth-quarter and full-year 2025 results showing higher quarterly sales and earnings, issued 2026 sales growth guidance of 6% to 8%, and completed a US$497.72 million share repurchase program. These announcements highlight YETI’s focus on leadership refresh, disciplined capital returns through buybacks, and continued investment in product innovation...
NasdaqCM:SERV
NasdaqCM:SERVHospitality

Serve Robotics Expands Into Hospital Robots With Diligent Acquisition

Serve Robotics (Nasdaq to the views and 2 0 1 carbon) has agreed to acquire Diligent Robotics, expanding from outdoor sidewalk delivery into indoor service robots. The deal brings Serve into hospitals and healthcare facilities, where Diligent’s robots are already focused on clinical support tasks. This move broadens Serve’s product footprint beyond outdoor delivery corridors into indoor, service oriented workflows. For investors watching NasdaqCM:SERV, the deal comes as the stock trades...
NasdaqGS:ACGL
NasdaqGS:ACGLInsurance

Is Arch Capital Group (ACGL) Attractive After Strong Multi‑Year Returns And Recent Sector Focus?

If you are wondering whether Arch Capital Group at around US$99.65 is offering good value right now, you are not alone. The stock has returned 1.3% over the last 7 days, 6.6% over the past 30 days, 6.2% year to date, 8.2% over 1 year, 47.8% over 3 years, and 193.5% over 5 years. These figures may shape how investors think about its current risk and reward trade off. Recent news coverage around Arch Capital Group has focused on its positioning within the insurance sector and its broader role...
NasdaqGS:STRA
NasdaqGS:STRAConsumer Services

A Look At Strategic Education (STRA) Valuation After Beating Expectations With Strong 2025 Results

Strategic Education (STRA) caught investor attention after reporting fourth quarter and full year 2025 results, along with a regular quarterly dividend, combining fresh earnings data with a clear statement on cash returns. See our latest analysis for Strategic Education. The earnings and dividend update arrived alongside a 1-day share price return of 3.2%. However, the 30-day share price return of 6.6% and modest 1-year total shareholder return of 1.2% suggest momentum has been stop start...
NYSE:ORCL
NYSE:ORCLSoftware

Oracle Red Bull Deal Puts AI Cloud Story To The Test

Oracle has extended and expanded its multiyear title partnership with Oracle Red Bull Racing. The deal deepens the use of Oracle’s AI and cloud technologies across the Formula 1 team’s operations. The partnership is focused on next generation hybrid power units, real time race simulations, and an AI powered strategy agent. The timing aligns with major upcoming regulatory changes in Formula 1 technical rules. Oracle, ticker NYSE:ORCL, is trading at $150.31, with returns of 79.2% over 3 years...
NasdaqGS:CECO
NasdaqGS:CECOMachinery

CECO Environmental Thermon Merger Tests Growth Story And Earnings Strength

CECO Environmental (NasdaqGS:CECO) announced a proposed US$2.2b merger with Thermon to form a combined industrial environmental and thermal solutions company. The boards of both companies have unanimously approved the transaction, which includes plans for changes to the combined company’s board composition. The deal targets cost synergies and a broader offering in areas such as industrial process efficiency, energy transition and decarbonization. Law firms and shareholder rights groups have...
NasdaqGS:BCPC
NasdaqGS:BCPCChemicals

Does Stronger 2025 EPS Growth Reshape the Bull Case for Balchem’s Profitability Story (BCPC)?

Balchem Corporation recently reported fourth-quarter 2025 sales of US$263.62 million and net income of US$39.23 million, with full-year 2025 sales of US$1.04 billion and net income of US$154.85 million, all higher than the prior year. The company also delivered higher diluted earnings per share from continuing operations for both the quarter and the full year, pointing to improved profitability alongside revenue growth. We will now examine how this earnings improvement, particularly the rise...
NasdaqCM:CORT
NasdaqCM:CORTPharmaceuticals

A Look At Corcept Therapeutics (CORT) Valuation After Relacorilant FDA Setback And New Lawsuits

Corcept Therapeutics (CORT) is back in focus after disclosing a Complete Response Letter from the FDA for relacorilant in Cushing’s syndrome, followed by multiple securities class action lawsuits challenging its prior communications. See our latest analysis for Corcept Therapeutics. Corcept’s recent 30 day share price return of 22.59% decline and 90 day share price return of 54.94% decline suggest momentum has weakened. This contrasts with the 1 year total shareholder return of 40.22% decline...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

CrowdStrike Deepens AI Security Push With FalconID And New Partnerships

CrowdStrike Holdings (NasdaqGS:CRWD) launches FalconID, a zero friction, phishing resistant MFA product designed to counter AI driven cyber threats. FalconID focuses on real time, risk aware authentication to address evolving AI accelerated phishing techniques targeting enterprise identities. CrowdStrike expands partnerships with VAST Data and NVIDIA to help secure the AI lifecycle across enterprise data, workloads, and infrastructure. CrowdStrike, best known for its Falcon platform in...
NasdaqGS:POWI
NasdaqGS:POWISemiconductor

Assessing Power Integrations (POWI) Valuation As Market Sentiment Improves On Energy Efficient Focus

Recent commentary around Power Integrations (POWI) has focused on its institutional backing and its emphasis on energy efficient power solutions. Together, these factors appear to be reshaping how the market views the company’s earlier operational challenges. See our latest analysis for Power Integrations. The recent move above longer term trading levels has come with a 44.23% 90 day share price return and a 29.92% year to date share price return. However, the 1 year total shareholder return...
NYSE:CPA
NYSE:CPAAirlines

Copa Holdings (NYSE:CPA) Valuation Check After Mixed Analyst Views And Latest Annual Report

Copa Holdings (CPA) is back in focus after a flurry of analyst opinions and the filing of its latest annual report, which gives investors fresh information on operations, finances, and overall network performance. See our latest analysis for Copa Holdings. At a share price of $148.03, Copa’s recent 90 day share price return of 21.54% and 30 day share price return of 7.88% point to building momentum. The 1 year total shareholder return of 71.45% underlines how strongly the stock has rewarded...
NYSE:AMT
NYSE:AMTSpecialized REITs

How American Tower’s 2026 Guidance and DISH Reset Could Reframe the AMT Investment Story

In February 2026, American Tower Corporation reported past fourth-quarter and full-year 2025 results showing higher revenue year over year but lower quarterly earnings per share, while also issuing 2026 guidance that includes expected total property revenue of US$10.44 billion to US$10.59 billion and net income of about US$2.95 billion to US$3.03 billion. The company also completed a US$365 million share repurchase in late 2025 and removed all DISH Network-related revenue from its 2026...
NasdaqGS:DAWN
NasdaqGS:DAWNBiotechs

Day One Weighs OJEMDA Momentum Against Expanded Oncology Pipeline Risks

Day One Biopharmaceuticals (NasdaqGS:DAWN) reported strong commercial growth supported by the continued uptake of OJEMDA in pediatric low grade glioma. The company completed its acquisition of Mersana Therapeutics, adding Emi Le, an advanced stage candidate for adenoid cystic carcinoma, to its pipeline. These moves expand Day One’s oncology portfolio while reinforcing the commercial position of OJEMDA. Day One Biopharmaceuticals, trading at $10.65, has had a mixed share price record, with a...
NYSE:KMI
NYSE:KMIOil and Gas

Kinder Morgan (KMI) Valuation Check After Record Net Income And Growing Natural Gas Pipeline Backlog

Kinder Morgan (KMI) has drawn fresh attention after reporting its highest ever Q4 and full year net incomes, supported by record Natural Gas Pipelines performance, a larger project backlog, and increased investor outreach. See our latest analysis for Kinder Morgan. Recent Q4 results and a larger project backlog appear to be feeding into sentiment, with a 30 day share price return of 11.73% and a 1 year total shareholder return of 31.57%. The 3 and 5 year total shareholder returns above 100%...
NYSE:CAT
NYSE:CATMachinery

Caterpillar Balances Battery Push And Rail Settlement With Valuation Questions

Caterpillar Venture Capital invested in ElevenEs' LFP battery mega factory project, expanding NYSE:CAT's exposure to next generation battery technology for industrial use. Progress Rail, a Caterpillar company, reached a major legal settlement with Wabtec that resolves an antitrust dispute in the North American locomotive market. Caterpillar, traded as NYSE:CAT, is best known for heavy equipment, engines, and rail solutions. These announcements add fresh detail to how the company is...
NasdaqGM:RYTM
NasdaqGM:RYTMBiotechs

Rhythm Pharmaceuticals (RYTM) Posts Q4 Revenue Gain That Challenges Bearish Cash Burn Narrative

Rhythm Pharmaceuticals (RYTM) has wrapped up FY 2025 with Q4 revenue of US$57.3 million and a basic EPS loss of US$0.73, while trailing 12 month figures show total revenue of US$189.8 million and a basic EPS loss of US$3.11. Over recent quarters, the company has seen revenue move from US$41.8 million in Q4 2024 to US$57.3 million in Q4 2025, with basic EPS losses ranging between US$0.72 and US$0.82 per quarter. This sets up a story where revenue is building but margins remain under...
NasdaqGS:UNIT
NasdaqGS:UNITTelecom

Uniti Group (UNIT) Valuation Check After Recent Share Price Pullback And Mixed Return Profile

Uniti Group: Recent Performance Context Uniti Group (UNIT) has caught investor attention after a mixed stretch in its share performance, with a month gain of 2.5% and a past 3 months return of 17.6% contrasting with a 1 year total return decline of 20.8%. At a last close of US$7.49, the stock also sits against a longer track record that includes a 3 year total return of 8.8% and a 5 year total return decline of 41.9%, giving investors several time frames to compare. See our latest analysis...
NasdaqGS:NOVT
NasdaqGS:NOVTElectronic

Novanta (NOVT) Is Down 5.7% After Record Q4, Robust Bookings And 2026 Guidance In Line With Street

Novanta Inc. reported its fourth-quarter and full-year 2025 results, with quarterly sales rising to US$258.35 million and net income reaching US$17.47 million, while issuing 2026 revenue guidance of US$1.03–US$1.05 billion that aligns closely with market expectations. Alongside record quarterly revenue, Novanta highlighted a very large acquisition capacity of about US$1.5 billion and a 25% surge in bookings, underscoring strong demand for its technologies in areas such as AI-driven robotics...
NYSE:LHX
NYSE:LHXAerospace & Defense

Does Record THAAD And Submarine Deals Change The Bull Case For L3Harris Technologies (LHX)?

L3Harris Technologies recently announced it secured its largest-ever full-rate production contract for submarine communication systems and a nearly US$400 million award to supply solid rocket boost motors and Liquid Divert and Attitude Control Systems for the Missile Defense Agency’s THAAD interceptors. These wins deepen L3Harris’s role in undersea communications and missile defense, reinforcing its position as a key supplier on long-lived defense platforms. We’ll now examine how this...
NYSE:HII
NYSE:HIIAerospace & Defense

A Look At Huntington Ingalls Industries (HII) Valuation After Renewed Naval Expansion And AI Automation Focus

Huntington Ingalls Industries (HII) recently drew fresh attention after signing a memorandum of understanding with Path Robotics to explore physical AI welding in shipbuilding, as well as attracting renewed political and media focus on U.S. naval expansion. See our latest analysis for Huntington Ingalls Industries. The memorandum with Path Robotics and renewed attention on U.S. naval expansion come after a strong run in the stock, with a 90 day share price return of 41.25% and a 1 year total...
NYSE:BG
NYSE:BGFood

A Look At Bunge Global’s Valuation After Q4 Earnings Beat And Wave Of Analyst Upgrades

Recent moves in Bunge Global (BG) have been driven by a wave of upbeat analyst commentary following its fiscal Q4 earnings beat and conservative guidance. This has put fresh attention on the agribusiness group’s fundamentals. See our latest analysis for Bunge Global. The recent cluster of upbeat analyst views has come after a strong run in the shares, with a 24.31% 90 day share price return and 28.91% year to date share price return, while the 1 year total shareholder return of 68.06%...
NasdaqCM:FRHC
NasdaqCM:FRHCCapital Markets

Is Freedom Holding (FRHC) Quietly Rebalancing From Fee Income To Customer Scale Growth?

In recent trading, Freedom Holding Corp reported that insurance premium income fell after regulators capped commissions on policies tied to bank and microfinance loans, while its brokerage customer base reached 828,000 and banking customers grew to 4.5 million as of December 31. This combination of regulatory pressure on a fee-generating line and simultaneous expansion in core brokerage and banking relationships highlights a shift in how Freedom Holding may be balancing revenue...
NYSE:DFIN
NYSE:DFINCapital Markets

A Look At Donnelley Financial Solutions (DFIN) Valuation As SaaS Growth And Buybacks Reshape The Business Model

Software mix, earnings update and capital returns come into focus Donnelley Financial Solutions (DFIN) is leaning further into its software model, with management pointing to double digit SaaS growth, tighter cost control, ongoing transformation spend and continued share buybacks as key themes for investors. See our latest analysis for Donnelley Financial Solutions. At a share price of $49.74, Donnelley Financial Solutions has a year to date share price return of 9.01%, while the 5 year total...