U.S. Water Utilities Stock News

NYSE:LC
NYSE:LCConsumer Finance

LendingClub Recasts Loans At Fair Value As Leadership Transitions Unfold

LendingClub (NYSE:LC) has adopted the fair value option for its loan accounting, changing how it recognizes revenue and credit costs across its platform. The company is combining this accounting shift with Board and executive changes, including the planned resignation of its independent Chairman of the Board. LendingClub has also announced the upcoming departure of its Chief Risk Officer and outlined a leadership succession plan for the risk function. LendingClub enters these changes with...
NasdaqGS:TERN
NasdaqGS:TERNPharmaceuticals

A Look At Terns Pharmaceuticals (TERN) Valuation After Expanded TERN-701 Rights And Positive Trial Update

Terns Pharmaceuticals (TERN) is back in focus after revising its agreement with Hansoh. The company has shifted to an exclusive, sublicensable, royalty-bearing, perpetual license for TERN-701 outside Greater China, alongside supportive interim Phase 1 data. See our latest analysis for Terns Pharmaceuticals. The agreement revision and positive interim Phase 1 data come after a sharp 90 day share price return of 102.42% and a very large 1 year total shareholder return. However, the 30 day share...
NYSE:CAH
NYSE:CAHHealthcare

Did Rising Focus on Cardinal Health's (CAH) Pricing Power Quietly Reframe Its Supply-Chain Moat?

In the past week, Cardinal Health prepared to report earnings alongside other major companies, while markets also monitored key US labor data and a pending Federal Reserve leadership nomination. Attention on Cardinal Health has increased as its role in the healthcare supply chain and expectations for higher revenue highlight its negotiating strength in a tightly regulated market. Next, we will examine how anticipation of Cardinal Health’s upcoming earnings and healthcare supply chain...
NYSE:TDG
NYSE:TDGAerospace & Defense

Does TDG’s Raised 2026 Guidance and Aftermarket Deals Reshape the Bull Case For TransDigm Group?

TransDigm Group reported fiscal first-quarter 2026 results on February 3, 2026, with sales rising to US$2,285 million while net income and earnings per share declined year on year, and the company raised its fiscal 2026 guidance for net sales to US$9.85 billion–US$10.04 billion and earnings per share to US$32.47–US$34.39. Management also highlighted recent agreements to acquire Stellant Systems and Jet Parts Engineering with Victor Sierra Aviation for about US$3.20 billion, underscoring a...
NasdaqGM:TTD
NasdaqGM:TTDMedia

Is It Time To Reconsider Trade Desk (TTD) After A 74% One Year Share Price Slide

If you are wondering whether Trade Desk is starting to look interesting on price, you are not alone. This article focuses squarely on what you might be paying for each dollar of its business today. The stock recently closed at US$29.75, with returns of a 7.6% decline over 7 days, 21.0% decline over 30 days, 21.0% decline year to date and 73.8% decline over 1 year, as well as a 43.5% decline over 3 years and 65.6% decline over 5 years. These moves have played out alongside ongoing attention...
NasdaqGS:APA
NasdaqGS:APAOil and Gas

Is It Too Late To Consider APA (APA) After Strong Multi‑Year Share Price Gains?

Wondering if APA at around US$25.89 is offering good value right now, or if the easy money has already been made. The stock has returned 1.9% over the last 7 days, 2.1% over the last 30 days and year to date, with a 26.8% return over 1 year, 31.0% over 3 years and 67.0% over 5 years. Together, these figures give you a mixed picture of recent momentum and longer term swings in sentiment. Recent coverage around APA has focused on how investors are reassessing energy names in light of commodity...
NYSE:TWLO
NYSE:TWLOIT

Twilio And Genspark Link AI Voice Agents To Real World Calls

Genspark has adopted Twilio Programmable Voice to power its AI driven "Call for Me" agent. The integration uses NYSE:TWLO infrastructure to handle phone call based tasks in multiple languages. The partnership focuses on large scale, multilingual AI workflows that span both personal and enterprise use cases. For Twilio, the Genspark partnership puts a spotlight on its core communications platform as a tool for AI agents that have to operate over real world voice networks, not just text...
NYSE:NLY
NYSE:NLYMortgage REITs

Is Annaly Capital Management’s (NLY) Push Into Residential Credit Quietly Redefining Its Core Earnings Engine?

Annaly Capital Management recently reported its full-year 2025 results, with net income rising to US$2.03 billion and basic earnings per share from continuing operations increasing to US$2.92 from US$1.62 a year earlier, alongside strong Q4 performance across agency MBS, residential credit, and mortgage servicing rights. An interesting angle for investors is management’s plan to shift more capital toward residential credit and mortgage servicing rights while maintaining conservative leverage...
NasdaqGS:MYRG
NasdaqGS:MYRGConstruction

How MYR Group’s Strong Q3 Revenue and Margin Gains Will Impact MYR Group (MYRG) Investors

MYR Group recently reported a strong third-quarter performance, with revenues rising year on year and key profitability metrics such as net income, consolidated gross profit, gross margin and EBITDA all improving versus analyst expectations. This combination of top-line growth and margin expansion highlights how the company is converting project activity into stronger underlying earnings quality. Next, we will examine how MYR Group’s better-than-expected revenue growth shapes the company’s...
NYSE:DVA
NYSE:DVAHealthcare

DaVita Home Care Partnership Puts Valuation And Risk Profile In Focus

DaVita (NYSE:DVA) has partnered with Elara Caring and Ares' Private Equity Group to develop kidney specific home based care models. The collaboration focuses on expanding in home services for patients with complex and acute kidney needs. The partners aim to reduce preventable hospitalizations by tailoring care to dialysis and kidney disease patients where they live. DaVita enters this partnership with Elara Caring at a time when its shares trade around $111.19 and recent performance has...
NasdaqGS:CCEC
NasdaqGS:CCECShipping

Does CCEC’s Dividend Amid US$3 Billion Fleet Pivot Change The Bull Case For Capital Clean Energy Carriers?

Capital Clean Energy Carriers Corp. recently declared a US$0.15 per-share cash dividend for the fourth quarter of 2025, payable on February 12, 2026, to shareholders of record as of February 3, 2026. This payout comes as the company undertakes a US$3.00 billion fleet investment program to become a pure-play carrier of LNG, LPG, ammonia, and liquid CO₂, underscoring its commitment to energy-transition cargoes backed by long-term charters. We will now examine how this US$3.00 billion...
NYSE:FAF
NYSE:FAFInsurance

ServiceMac’s Scale and Tech Push: What Do They Reveal About First American’s Strategy for FAF?

First American Financial Corporation recently declared a quarterly cash dividend of US$0.55 per common share, payable on March 16, 2026 to shareholders of record as of March 9, 2026, and confirmed that long-serving director Martha Wyrsch retired from its board on January 21, 2026. At the same time, subsidiary ServiceMac surpassed one million mortgage loans serviced and is expanding its Sentry360 platform, underscoring how technology and scale are becoming increasingly important in mortgage...
NYSE:PKG
NYSE:PKGPackaging

A Look At Packaging Corporation Of America (PKG) Valuation After Recent Share Price Strength

Why Packaging Corporation of America is on investors’ radar Packaging Corporation of America (PKG) has drawn fresh attention after recent share moves, with the stock closing at $223.72 and showing positive returns over the past month and past 3 months. For investors tracking established US industrials, the company’s mix of containerboard and paper operations, combined with its recent performance profile, raises practical questions about valuation, earnings power and where PKG might fit in a...
NasdaqGS:CWST
NasdaqGS:CWSTCommercial Services

Did Mixed Results and New Institutional Backing Just Reframe Casella Waste Systems' (CWST) Acquisition-Driven Story?

Casella Waste Systems recently reported year-on-year revenue growth and an earnings-per-share beat but missed adjusted operating income expectations and issued comparatively weaker full-year guidance. At the same time, institutional investors such as Baron Discovery Fund and ClearBridge Investments added Casella to their portfolios, highlighting its recurring revenue, acquisition-driven expansion, and concentration in less competitive rural markets. With recent results and new institutional...
NasdaqGS:AGYS
NasdaqGS:AGYSSoftware

Assessing Agilysys (AGYS) Valuation After Raised Revenue Guidance And Strong Quarterly Earnings

Agilysys (AGYS) drew investor attention after raising its full year 2026 revenue outlook to US$318 million, alongside third quarter results that showed higher revenue and net income compared with the prior year period. See our latest analysis for Agilysys. Despite the upgraded revenue outlook and solid recent earnings updates, Agilysys’ share price has had a tougher run. It recorded a 7 day share price return of 21.4% and a 30 day share price return of 22.73%, while its 1 year total...
NYSE:AFL
NYSE:AFLInsurance

How Investors Are Reacting To Aflac (AFL) Earnings Amid a Massive Cybersecurity Breach Unveiled

In recent days, Aflac has prepared to release its latest earnings while also disclosing a cybersecurity incident affecting data tied to about 22.65 million individuals. This combination of an earnings update and a large-scale cyber breach places Aflac’s operational resilience and risk management under close investor scrutiny. Next, we’ll explore how the looming earnings report alongside the large cybersecurity breach could shape Aflac’s broader investment narrative. Outshine the giants:...
NasdaqGS:CPRT
NasdaqGS:CPRTCommercial Services

Is Copart (CPRT) Offering A Better Entry Point After A 31.4% Share Price Slide?

Wondering if Copart's current share price really lines up with what the business might be worth, or if the recent pullback is giving you a better entry point than before? Over the last month the stock is up 5.1%. That sits against a 1.7% decline over the past week and a much larger 31.4% decline over the last year, which may be changing how some investors think about its risk and return profile. Recent headlines around Copart have continued to focus on its role in vehicle auctions and...
NYSE:MTZ
NYSE:MTZConstruction

Is It Too Late To Consider MasTec (MTZ) After A 73% One-Year Share Price Surge?

If you are wondering whether MasTec at around US$245.40 is offering good value or stretched pricing, you are not alone. This article is here to help you frame that question clearly. MasTec's share price has been steady over the last 7 days, with returns of 7.8% over the past month, 7.8% year to date, 73.3% over 1 year, 151.7% over 3 years and 196.0% over 5 years. This naturally raises questions about what is already reflected in the current price. Recent attention on MasTec has been shaped...
NYSE:PERF
NYSE:PERFSoftware

Assessing Perfect (PERF) Valuation After A Period Of Share Price Weakness

Perfect (PERF) has been drawing attention after recent share price weakness, with the stock around $1.52 and negative returns over the past year and past 3 months. This has prompted fresh scrutiny from investors. See our latest analysis for Perfect. Perfect’s recent share price return shows pressure building rather than easing, with a 7 day decline of 9%, a 30 day fall of 12% and a 1 year total shareholder return of 27% in the red, which points to fading momentum as investors reassess growth...
NasdaqCM:APPS
NasdaqCM:APPSSoftware

Will Digital Turbine's (APPS) New Earnings Guidance Reframe Its Core Demand Story?

Digital Turbine is set to report its Q3 2026 earnings today, February 3, 2026, with analysts expecting earnings per share of US$0.11. The earnings call will be closely watched for management’s commentary on near-term demand trends and any guidance for the upcoming quarter. Next, we will examine how anticipation around Digital Turbine’s earnings guidance shapes the company’s broader investment narrative. Find companies with promising cash flow potential yet trading below their fair value.What...
NYSE:AU
NYSE:AUMetals and Mining

Is AngloGold Ashanti (NYSE:AU) Pricing In Its Sharp Multi Year Share Price Surge?

If you are wondering whether AngloGold Ashanti is still fairly priced after its strong run, this article will walk you through what the current share price might be implying about value. The stock recently closed at US$94.85, with returns of 10.8% over the last month and 219.4% over the past year. The 3 year and 5 year returns are 407.9% and 355.0% respectively, while the last 7 days have seen a 12.2% decline. Recent coverage of AngloGold Ashanti has highlighted investor interest in gold...
NYSE:DE
NYSE:DEMachinery

What Deere (DE)'s U.S. Expansion and Interim CFO Shift Means For Shareholders

Deere & Company recently detailed plans to open a new parts distribution center in Hebron, Indiana, and an advanced excavator factory in Kernersville, North Carolina, alongside a pending CFO transition as Joshua A. Jepsen resigns and former finance chief Ryan D. Campbell steps in on an interim basis. These moves combine operational expansion with governance scrutiny, as shareholder activists press for greater rights and transparency while Deere reshapes its leadership and U.S...
NYSE:SXT
NYSE:SXTChemicals

Is It Time To Reassess Sensient Technologies (SXT) After Its 29% One Year Rally

If you are wondering whether Sensient Technologies at around US$94.98 is offering fair value or a margin of safety, you are not alone. The stock is roughly flat over the past week with a 0.9% decline, yet it shows returns of 1.6% over the past month and year to date, and 29.3% over the last year. These changes may have influenced how investors think about its potential and risk. Recent coverage of Sensient has focused on giving investors an updated evergreen view of the business and its...
NYSE:TPC
NYSE:TPCConstruction

Assessing Tutor Perini (TPC) Valuation After New Dividend, Buyback And Raised 2025 Guidance

Why Tutor Perini’s latest capital return moves matter Tutor Perini (TPC) put capital allocation in focus after reporting strong third quarter and year-to-date 2025 results. The company introduced a quarterly dividend, announced a US$200 million buyback, and issued higher 2025 earnings guidance supported by a record backlog. See our latest analysis for Tutor Perini. The market reaction has been strong, with a 1-month share price return of 15.52% and a 90-day share price return of 21.90%, while...