U.S. Water Utilities Stock News

NYSE:LDOS
NYSE:LDOSProfessional Services

Leidos Holdings (LDOS) Valuation Check After OpenAI Partnership And NorthStar 2030 AI Push

Leidos Holdings (LDOS) is in focus after announcing a partnership with OpenAI to bring generative and agentic AI into core workflows for federal customers, which ties directly into its NorthStar 2030 growth plan. See our latest analysis for Leidos Holdings. At a share price of US$191.23, Leidos has had a modest 30 day share price return of 2.89% and a 1 year total shareholder return of 32.69%, with the OpenAI partnership and recent insider selling adding fresh context to a multi year total...
NasdaqGS:CASH
NasdaqGS:CASHBanks

Pathward Financial Buybacks And New Model Accompany Undervalued Growth Story

Pathward Financial reported strong Q1 results, including higher net income and earnings per share. The company introduced a new operating model focused on optimizing relationships with its partners. Management also completed a significant share repurchase program, which may indicate confidence in the business. For investors watching NasdaqGS:CASH, these updates come alongside a share price of $85.72 and multi year returns that have been positive, including 19.3% year to date and 126.1% over...
NasdaqGS:CYTK
NasdaqGS:CYTKBiotechs

Assessing Cytokinetics (CYTK) Valuation After FDA Review Extension And Board Investigation

FDA review delay and board scrutiny set the tone for Cytokinetics (CYTK) The recent three-month FDA extension for aficamten, tied to further review of its Risk Evaluation and Mitigation Strategy, and a related board investigation, has put Cytokinetics under closer regulatory and governance focus. See our latest analysis for Cytokinetics. At a share price of US$63.41, Cytokinetics has a 90 day share price return of 5.37%, while its 1 year total shareholder return of 24.95% and very large 5...
NYSE:NYT
NYSE:NYTMedia

New York Times Faces Slower Growth And Margin Pressure As Story Shifts

The New York Times (NYSE:NYT) is facing slower subscriber growth across its digital products. The company is also dealing with persistent expense management challenges that are weighing on operating margins. Operating profitability is trailing some peers, highlighting questions about cost discipline and business efficiency. The New York Times has built its business around digital news, games, cooking, audio and other subscription products, with print still an important but smaller piece of...
NasdaqGS:PAA
NasdaqGS:PAAOil and Gas

How Investors Are Reacting To Plains All American Pipeline (PAA) Zacks Rank Upgrade And Earnings Revisions

Plains All American Pipeline, L.P. was recently upgraded to Zacks Rank #1 (Strong Buy) after analysts raised their consensus earnings estimates for the current year over the last 60 days. This shift in analyst sentiment highlights growing interest in the partnership’s transportation and storage operations across key crude oil and natural gas markets in the U.S. and Canada. With this Zacks Rank upgrade signaling improving earnings expectations, we’ll explore how it shapes Plains All American...
NYSE:SSD
NYSE:SSDBuilding

How Strong Q3 Results and New Gallatin Plant Will Impact Simpson Manufacturing (SSD) Investors

Simpson Manufacturing recently reported third quarter 2025 results that exceeded analysts’ expectations and marked the opening of its new Gallatin, Tennessee manufacturing facility. The combination of an expanded production footprint and analyst projections for consecutive earnings growth has sharpened investor focus on the company’s longer-term prospects despite near-term housing headwinds. We’ll now explore how the strong quarterly performance shapes Simpson Manufacturing’s investment...
NasdaqGM:NAMM
NasdaqGM:NAMMMetals and Mining

Assessing Namib Minerals (NAMM) Valuation After A Sharp Unexplained Share Price Surge

Volatility in Namib Minerals after unexplained price spike Namib Minerals (NAMM) has drawn fresh attention after a share price jump of more than 100% on January 21, 2026, despite no new company announcements or regulatory filings. The move coincided with stronger gold prices during ongoing geopolitical tensions. This appears to have attracted short-term speculative interest and raised questions about liquidity risk and price sustainability. See our latest analysis for Namib Minerals. The...
NYSE:TJX
NYSE:TJXSpecialty Retail

TJX Insider Selling Tests Confidence After Strong Multi Year Share Gains

TJX Companies (NYSE:TJX) has seen significant insider stock sales in recent months, including transactions by the CEO. These sales have occurred without any offsetting insider purchases over the same period. The activity comes as the stock most recently closed at $153.24. For a company like TJX Companies, which trades on the NYSE under the ticker NYSE:TJX, this kind of insider activity tends to get investors talking. The stock has posted a 26.4% return over the past year and a 95.1% return...
NasdaqGS:MGEE
NasdaqGS:MGEEElectric Utilities

Fresh Look At MGE Energy (MGEE) Valuation After Recent Share Price Weakness

Fresh look at MGE Energy after recent performance MGE Energy (MGEE) has seen mixed share performance recently, with a 1 day decline of 1.66% and a roughly 8.5% decline over the past 3 months, prompting a closer look at what investors are paying for today. See our latest analysis for MGE Energy. At a share price of $78.60, MGE Energy’s recent 90 day share price return of an 8.51% decline sits against a 1 year total shareholder return of a 6.32% decline and a 5 year total shareholder return of...
NYSE:BKV
NYSE:BKVOil and Gas

BKV (BKV) Is Up 7.3% After US Gas Price Surge Highlights Storage Strain And Cold-Driven Demand – Has The Bull Case Changed?

In the past week, US natural gas futures prices for heating and power fuel rose very sharply as forecasts for deep cold intensified, exposing how tight storage and strong demand can quickly stress the market. BKV Corp. CEO Christopher Kalnin highlighted that these conditions can trigger dramatic price spikes, underlining how closely US gas markets are now tied into global supply and demand. We’ll now examine how this surge in US natural gas prices amid tight storage and harsh weather...
NasdaqGM:CSTL
NasdaqGM:CSTLHealthcare

Assessing Castle Biosciences (CSTL) Valuation After Stronger 2025 Revenue Guidance

Why Castle Biosciences issued fresh 2025 guidance Castle Biosciences (CSTL) updated its 2025 outlook after issuing new guidance that points to total revenue above US$340 million, supported by higher volumes in its DecisionDx-Melanoma and TissueCypher Barrett’s Esophagus tests. See our latest analysis for Castle Biosciences. Investors appear to be reacting to the stronger 2025 guidance, with a 90 day share price return of 76.29% and a 1 year total shareholder return of 59.76%. However, the 5...
NYSE:PG
NYSE:PGHousehold Products

Is Procter & Gamble (PG) Still A Long Term Hold After Recent Share Price Rebound

If you are wondering whether Procter & Gamble at around US$150 a share is still a solid long term holding or starting to look expensive, the key question is what you are really paying for today. The stock has returned 3.9% over the last 7 days and 3.7% over the last month, while the 1 year return sits at a 6.0% decline compared to gains of 15.3% over 3 years and 32.9% over 5 years. Recent headlines have continued to focus on Procter & Gamble as a global consumer staples heavyweight, with...
NYSE:CHE
NYSE:CHEHealthcare

Should Jefferies’ Downgrade and Medicare Cap Limits Require Action From Chemed (CHE) Investors?

Earlier this week, Jefferies downgraded Chemed Corporation after highlighting profitability pressures in its Roto-Rooter segment and weaker-than-expected residential plumbing demand in the second quarter. The company also flagged a significant anticipated Medicare Cap revenue limitation for its VITAS hospice subsidiary in Florida for fiscal 2025, raising fresh questions about its healthcare earnings mix. Next, we’ll examine how concerns around Roto-Rooter profitability shape Chemed’s...
NasdaqGS:FORM
NasdaqGS:FORMSemiconductor

FormFactor (FORM) Valuation Check After Hedgeye Short Call And Intel Guidance Cut

Why FormFactor Is Back in Focus for Investors FormFactor (FORM) is in the spotlight after a new Hedgeye short thesis flagged valuation concerns tied to Intel’s guidance cut, while other market commentary highlights rising semiconductor test demand and recent earnings estimate revisions. See our latest analysis for FormFactor. FormFactor’s latest share price of US$73.20 comes after a sharp 9.63% 1-day share price decline and a 6.53% 7-day pullback, which contrast with a 26.08% 1-month and...
NYSE:NPKI
NYSE:NPKITrade Distributors

Does Riverwater’s New Stake in NPKI Change The Bull Case For Its Composite Mat Advantage?

During Q4 2025, Riverwater Partners’ Small Cap Strategy initiated a new position in NPK International Inc., citing its role in supplying composite mat solutions for the multi‑year infrastructure buildout underpinning grid expansion and energy system upgrades. The investor highlighted that NPK International’s composite mats, with longer useful life, easier transport and superior cost efficiency versus timber alternatives, place the company at a potential inflection point as it pursues...