U.S. Water Utilities Stock News

CF Industries Holdings (CF) has been grinding lower recently, with the stock down around 12 % over the past 3 months and about 13 % over the past year, despite still solid long term returns. See our latest analysis for CF Industries Holdings. That recent slide, including an 8.2 % 30 day share price return and double digit year to date weakness, signals fading momentum in the near term. Even though the five year total shareholder return above 100 % still underscores substantial long run wealth...

Webster Financial Corporation, the parent of Webster Bank, recently lowered its prime lending rate to 6.75% from 7.00%, effective December 11, 2025, affecting borrowing costs for its consumer and commercial customers across its Northeast footprint. This adjustment in Webster’s prime rate offers insight into how management is aligning lending terms with broader interest-rate conditions and client demand, which could influence the mix and growth of its loan portfolio. Next, we’ll examine how...

In recent days, UBS resumed coverage of Hamilton Lane with a Buy rating and Goldman Sachs upgraded the firm to Buy after its fiscal 2026 second-quarter earnings surpassed analyst expectations, underscoring confidence in its evergreen wealth strategy and exposure to private markets and secondary transactions. This wave of positive analyst attention highlights how Hamilton Lane’s expanding presence in retail-focused alternatives and diversified private market access is becoming a central part...

Toll Brothers recently reported mixed fourth-quarter 2025 results, with revenue rising to US$3,423.4 million while net income slipped to US$446.72 million and earnings per share came in below analyst expectations amid a softer demand backdrop and a 15% decline in backlog. At the same time, the builder is pressing ahead with new luxury communities such as Wilder Ranch in Colorado, Rivercrest in Nevada, and expanded offerings in Washington, underscoring its focus on affluent buyers even as it...

Roche’s upbeat Phase 3 data for its breast cancer SERD giredestrant has lit a fire under Olema Pharmaceuticals (OLMA), with investors recalibrating expectations around the company’s own SERD candidate, palazestrant. See our latest analysis for Olema Pharmaceuticals. The latest pop, including a 15.43% 1 day share price return and a 252.64% 30 day share price return, builds on a powerful backdrop of a 450.81% year to date share price return and a 1152.24% three year total shareholder return...

Advanced Drainage Systems (WMS) is back on investors radar after a recent fund commentary highlighted its better than expected sales and earnings, as well as a reaffirmed fiscal 2026 outlook despite choppy construction markets. See our latest analysis for Advanced Drainage Systems. The latest fund commentary seems to have reminded the market what is working under the hood, with the share price now at $149.6 and a strong year to date share price return of 30.85 percent feeding into a solid 5...

Wondering whether Civitas Resources is a value play or a value trap at today’s price? You are not alone. This stock has quietly shifted from market favorite to contrarian idea. The share price has bounced about 10.5% over the last month but is still down roughly 36.4% year to date and 33.8% over the last year, a mix that often signals either a looming problem or a mispriced opportunity. Recent headlines around Civitas have focused on its portfolio positioning and capital discipline in a...

In recent days, analysts have warned that rising AI-driven memory costs and intensifying competition from Nvidia and AMD could pressure Intel’s core PC and server businesses, particularly its margins. These concerns come alongside governance questions around CEO Lip-Bu Tan’s venture ties, ongoing legal disputes, and mixed progress on Intel’s efforts to reposition itself as an AI and foundry player. What stands out is that Intel is being labeled an “AI loser” by some analysts at the same time...

Travelers Companies (TRV) has been drifting slightly lower over the past week, even after a strong year-to-date run. This naturally raises the question of whether this dip offers a reasonable entry point. See our latest analysis for Travelers Companies. The latest pullback leaves Travelers shares at $278.35, still comfortably ahead for the year thanks to a solid year to date share price return and strong multi year total shareholder returns. This suggests that momentum is cooling rather than...

Byrna Technologies Inc. recently issued preliminary guidance for its fiscal fourth quarter and full year ended November 30, 2025, expecting revenue of US$35.1 million for the quarter and US$118.0 million for the year, both reflecting solid year-over-year growth across dealer, retail, direct-to-consumer, and international channels. The company attributes this performance to broader brand visibility, a wider physical retail footprint, and the successful launch of its Byrna CL launcher,...

If you are wondering whether Ultragenyx Pharmaceutical at around $36 a share is a hidden bargain or another biotech value trap, you are in the right place to unpack what the market is really pricing in. The stock is up about 8.3% over the last month but still down sharply over 1 year and 5 years. This pattern suggests sentiment may be shifting even while longer term holders are still deep in the red. Recent attention on Ultragenyx has centered on its rare disease pipeline progress and...

Critical Metals (CRML) just took a big strategic step, executing a 50/50 joint venture term sheet with Romanian state-owned FPCU to build a rare earth processing facility in the European Union without adding debt or equity dilution. See our latest analysis for Critical Metals. The JV news lands after a volatile run, with the 90 day share price return of 44.9 percent and year to date share price return of 37.9 percent contrasting with a softer 22.2 percent one year total shareholder return...

Recent performance sets the stage PTC (PTC) has quietly slipped over the past 3 months, even though its revenue and net income keep growing at mid single digit rates. That gap between fundamentals and share performance is what matters now for investors. See our latest analysis for PTC. The 1 year total shareholder return of negative 12.7 percent, despite a 3 year total shareholder return above 40 percent, suggests momentum has cooled as investors reassess how much they are willing to pay for...

Klarna Group (KLAR) has been on a bumpy ride lately, with the stock sliding over the past 3 months even as revenue and net income growth point to an improving underlying business trajectory. See our latest analysis for Klarna Group. Despite the steady operational progress, Klarna Group’s share price return has been choppy, with a 1 day share price return of 4.76 percent and 7 day share price return of 5.07 percent, which partly offset a weaker 90 day share price return of negative 24.78...

Cullen/Frost Bankers (CFR) has quietly outperformed over the past month, with shares up about 5%, even as its year to date return remains slightly negative. That mix sets up an interesting value check. See our latest analysis for Cullen/Frost Bankers. That recent 4.6% one-month share price return, alongside a modest 5-year total shareholder return of about 70%, suggests long-term holders have still been rewarded even as near-term momentum is only just starting to pick back up around 129.95...

In recent days, TopBuild Corp. reported a third quarter revenue increase of 1.4% year over year, modestly above analyst expectations, alongside commentary highlighting productivity gains and continued strength in profitability across its Installation Services and Specialty Distribution segments. At the same time, the Federal Reserve’s interest rate cut has improved sentiment toward housing-related companies like TopBuild, intersecting with management’s renewed focus on growth strategies...

After the Chairman of the Board moved to sell a sizable block of shares, MGP Ingredients (MGPI) quickly drew fresh scrutiny as investors weighed this signal against already weakening sales and margin pressure. See our latest analysis for MGP Ingredients. The share sale comes after a rough stretch, with the share price down sharply on a year to date basis and multi year total shareholder returns deeply negative. However, this week’s double digit 7 day share price return hints at traders...

J&J Snack Foods (JJSF) has quietly bounced about 13% over the past month, even as its longer term returns and revenue trend remain weak. That kind of divergence usually makes investors ask what the market is starting to price in. See our latest analysis for J&J Snack Foods. That recent 12.6% 1 month share price return looks more like a short term reset than a full trend change, given the roughly 40% year to date share price decline and weak multi year total shareholder returns. If that...

Array Technologies (ARRY) is back in focus after fresh analysis underscored two tough years of roughly 10% annual declines in both sales and earnings per share, along with weakening returns on capital. See our latest analysis for Array Technologies. Even with those operational headwinds, the stock has shown some renewed interest, with a 1 day share price return of 7.69 percent and a year to date share price gain of 30.86 percent. However, the 3 year total shareholder return of negative 62.55...

Itron (ITRI) just landed a multi year deal with Tucson Water to roll out its AMI Essentials platform, a 250,000 device smart metering project that tightens water management and modernizes utility operations. See our latest analysis for Itron. The Tucson contract lands at a time when Itron’s 1 year total shareholder return of negative 14 percent contrasts sharply with an 83.6 percent 3 year total shareholder return, suggesting longer term momentum remains intact even as recent share price...

J. M. Smucker (SJM) has paused a planned third coffee price increase this year, choosing instead to absorb roughly $75 million in tariff-related costs after green coffee was spared from new U.S. tariffs. See our latest analysis for J. M. Smucker. That decision comes after a tough stretch for investors, with a roughly 8 percent 1 year total shareholder return decline and a double digit negative year to date share price return, signaling fading momentum as markets reassess Smucker’s margin...

AutoZone (AZO) has quietly slipped about 10% over the past week and more than 20% over the past 3 months, even though revenue and earnings are still ticking higher year over year. See our latest analysis for AutoZone. Zooming out, that recent 21.44% 3 month share price pullback and softer 1 year total shareholder return of 2.35% come after a strong 5 year total shareholder return of 187.37%. This suggests momentum has cooled even as fundamentals keep improving. If AutoZone’s shift in momentum...

GDS Holdings (NasdaqGM:GDS) is back on institutional radar, with Baron Emerging Markets Fund reinitiating its position just as Goldman Sachs elevates cloud and data centers, including GDS, to favored status amid accelerating AI demand. See our latest analysis for GDS Holdings. Those endorsements seem to be resonating, with the share price at $36.23 and a robust year to date share price return of 56.3 percent. A 73.9 percent one year total shareholder return suggests momentum in the story is...

Kite Realty Group Trust (KRG) just wrapped up roughly $474 million of property sales, mainly large format retail centers, and is recycling that cash into new assets, buybacks, debt reduction, and possibly a special dividend. See our latest analysis for Kite Realty Group Trust. Despite that decisive reshaping of the portfolio, Kite Realty Group Trust’s share price has drifted lower year to date, with a negative 1 year total shareholder return. However, a strong 5 year total shareholder return...