U.S. Water Utilities Stock News

NYSE:EPAM
NYSE:EPAMIT

EPAM Systems Deepens Enterprise AI Push With Cursor And Google Cloud Agents

EPAM Systems (NYSE:EPAM) has entered into a partnership with Cursor to expand its enterprise generative AI capabilities. The company has introduced several new AI agents on Google Cloud Marketplace as part of this effort. These moves are aimed at supporting enterprise clients that are adopting generative AI solutions. EPAM Systems is leaning into AI driven services at a time when many enterprises are experimenting with generative tools and automation. The stock last closed at $219.05, with...
NasdaqGS:LECO
NasdaqGS:LECOMachinery

Lincoln Electric Quality Screen Win Puts Valuation And Debt In Focus

Lincoln Electric Holdings (NasdaqGS:LECO) was recently recognized for its financial health and competitive advantages after passing a respected quality investing screen. The screen highlights companies with resilient balance sheets, consistent execution, and durable business models. This recognition singles out Lincoln Electric’s long term positioning in welding, cutting, and joining solutions as especially robust. Lincoln Electric focuses on arc welding equipment, consumables, and...
NasdaqGS:UTHR
NasdaqGS:UTHRBiotechs

Is United Therapeutics (UTHR) Attractive After Recent Pullback And Strong Multi Year Gains?

If you are trying to work out whether United Therapeutics at about US$472 per share looks expensive or reasonable, you are in the right place. The stock has been flat over the last 7 days, with a 7.5% decline over the past month and a 5.0% decline year to date, set against a 26.9% return over 1 year, 78.7% over 3 years and 187.2% over 5 years. Recent coverage around United Therapeutics has focused on how the company is positioned within the pharmaceuticals and biotech space and how investors...
NasdaqGS:FLYW
NasdaqGS:FLYWDiversified Financial

Does Flywire’s Leadership Shift Toward AI-led Education Products Reframe The Bull Case For FLYW?

On January 13, 2026, Flywire announced a leadership restructuring in which longtime Chief Technology Officer David King will become Chief Product Officer & Co-President of Global Education, while the company searches for a new CTO to oversee its global payments and software platform. This shift places King’s education software expertise at the center of Flywire’s product strategy across all verticals, signaling a reinforced emphasis on software innovation and AI-enabled workflows for its...
NasdaqGS:OKTA
NasdaqGS:OKTAIT

How Okta’s India AI Identity Push At Okta (OKTA) Has Changed Its Investment Story

Okta recently reinforced its commitment to India by launching in-country Okta Platform tenants hosted on AWS, offering local data storage, enhanced disaster recovery, and support for compliance with the DPDP Act and sector-specific regulations across highly regulated industries. By extending its identity security fabric to cover both human and AI agents within India, Okta is directly targeting the growing governance gap as organizations adopt AI faster than they develop controls for...
NYSE:SPXC
NYSE:SPXCMachinery

Is It Too Late To Consider SPX Technologies (SPXC) After A 5-Year 297% Rally?

If you are wondering whether SPX Technologies at around US$217 a share still offers value, you are not alone, and that is exactly what this article aims to unpack. The share price sits at US$217.13, with returns of 1.6% over the past week, 5.7% over the last 30 days, 6.8% year to date, 40.7% over 1 year, 202.2% over 3 years, and 297.1% over 5 years, which naturally raises questions about what is already priced in and what might come next. Recent attention on SPX Technologies has centered on...
NYSE:RSG
NYSE:RSGCommercial Services

Assessing Republic Services (RSG) Valuation After Mixed Returns And Premium P/E Rating

Why Republic Services (RSG) is on investors’ radar Republic Services (RSG) has drawn interest after its shares closed at $215.75, with recent returns mixed across shorter and longer periods. This has prompted investors to reassess what they are paying for its business performance. See our latest analysis for Republic Services. Recent trading has been relatively firm, with a 1 day share price return of 0.68% and a 7 day share price return of 2.35%. The 90 day share price return of 3.29%...
NasdaqGS:KMB
NasdaqGS:KMBHousehold Products

Kimberly Clark (KMB) Valuation Check After Recent Share Price Weakness And Kenvue Deal Expectations

Why Kimberly-Clark Stock Is On Investors’ Radar Today Kimberly-Clark (KMB) has drawn fresh attention after recent share moves, with the stock up about 2% over the past month but showing a roughly 14% decline over the past 3 months. See our latest analysis for Kimberly-Clark. At around US$102 per share, Kimberly-Clark has seen short term share price strength, with a 2.08% 30 day share price return. However, that sits against a 14.08% 90 day share price decline and a 16.26% 1 year total...
NYSE:GPGI
NYSE:GPGITech

Is It Too Late To Consider CompoSecure (CMPO) After Its Recent Share Price Surge

If you are wondering whether CompoSecure's share price still reflects fair value after its recent run, this article will walk through what the current market price might be implying about the business. The stock last closed at US$25.15, with returns of 29.7% over the past 30 days, 34.7% year to date, 97.7% over the past year, and a very large gain over three years that is a little more than 4x. Recent coverage has highlighted CompoSecure's position in secure payment and authentication...
NYSE:CADE
NYSE:CADEBanks

Cadence Bank (CADE) Margin Slip To 28.6% Tests Bullish Growth Narrative

Cadence Bank (CADE) has put up a clean set of FY 2025 numbers, with fourth quarter revenue at US$500.4 million and EPS at US$0.76, while trailing twelve month revenue came in at US$1.9 billion and EPS at US$2.83. Over recent periods the bank has seen revenue move from US$435.7 million in Q4 2024 to US$500.4 million in Q4 2025, with quarterly EPS stepping from US$0.70 to US$0.76. This sets the stage for investors to focus on how consistently the bank converts that income into margins and long...
NasdaqCM:RGTI
NasdaqCM:RGTISemiconductor

Is It Too Late To Consider Rigetti Computing (RGTI) After Its Multi Year Share Price Surge?

Wondering whether Rigetti Computing shares still offer value after their big swings, or if the price already reflects the story you are buying into today. The stock closed at US$24.96, with returns of 1.1% over the last 7 days, a 0.6% decline over 30 days, 5.8% year to date, 85.3% over 1 year, and a very large gain over 3 years. Recent coverage has focused on Rigetti Computing's position in quantum computing and how the company fits into broader interest in this area. This has kept investor...
NYSE:WELL
NYSE:WELLHealth Care REITs

Is It Too Late To Consider Buying Welltower (WELL) After A 40% One Year Rally?

For investors considering whether Welltower's current share price aligns with its underlying value or whether expectations have run ahead of reality, this article walks through what the numbers are actually indicating. The stock closed at US$181.96, with a 3.3% decline over the last 7 days and a 2.6% decline over the last 30 days. The 1 year return is 40%, and the 3 year and 5 year returns are approximately 2.6x and 3.4x respectively. Recent news coverage has focused on Welltower as a large...
NasdaqGS:FULT
NasdaqGS:FULTBanks

Fulton Financial (FULT) Net Interest Margin Holds 3.59% Challenging Bearish Profitability Narratives

Fulton Financial (FULT) has wrapped up FY 2025 with fourth quarter revenue of US$333.1 million and basic EPS of US$0.53, alongside net income of US$96.4 million, setting the tone for how the full year is being assessed. The company has seen trailing 12 month revenue move from US$1.15 billion at the end of 2024 to US$1.28 billion by the fourth quarter of 2025, with TTM EPS rising over the same window from US$1.59 to US$2.10. This frames the latest print against a steadily building earnings...
NYSE:SITE
NYSE:SITETrade Distributors

A Look At SiteOne (SITE) Valuation As New USL And MLS Partnership Expands Brand Reach

USL and MLS partnership brings SiteOne into the soccer spotlight SiteOne Landscape Supply (SITE) is drawing fresh attention after becoming the Official Landscape Supply Partner of the United Soccer League, with a multi year agreement that also extends across major MLS properties. The partnership blends broad media exposure, club level activations and community field refurbishment programs. This gives investors a new angle on how SiteOne is positioning its brand with sports organizations and...
NYSE:CTRA
NYSE:CTRAOil and Gas

Does Kimmeridge’s Board Push Reveal a Turning Point in Coterra’s (CTRA) Portfolio Strategy?

Earlier this week, activist investor Kimmeridge moved to nominate former Pioneer Natural Resources CEO Scott Sheffield to Coterra Energy’s board, urging the company to prioritize its Permian Basin crude portfolio and consider selling its natural gas assets. This contest for influence introduces the prospect of a reshaped business mix and governance structure, which could materially affect how Coterra allocates capital and manages its asset base. We’ll now examine how Kimmeridge’s push to...
NYSE:AIN
NYSE:AINMachinery

Albany International’s CMMC Win Highlights Defense Cybersecurity And Contract Potential

Albany Engineered Composites, a segment of Albany International (NYSE:AIN), has achieved U.S. Department of War CMMC Level 2 certification. This places the company among the first 1% of defense suppliers to reach this cybersecurity standard. The certification confirms that AEC meets required controls for handling sensitive defense information. Albany International, through its AEC segment, is closely tied to advanced materials used in military and aerospace programs. With cybersecurity now...
NasdaqGS:WAFD
NasdaqGS:WAFDBanks

How Earnings Momentum And CRA Upgrade At WaFd (WAFD) Has Changed Its Investment Story

In January 2026, WaFd, Inc. reported first-quarter fiscal 2026 results showing higher net interest income of US$171.11 million and net income of US$64.2 million, alongside increased net charge-offs of US$3.7 million and progress on a long-running share repurchase program totaling about US$1.83 billion since 1995. Separately, the FDIC’s Supervision Appeals Review Committee upgraded WaFd Bank’s Community Reinvestment Act rating to “Satisfactory,” easing a regulatory overhang that had raised...
NasdaqGS:ACGL
NasdaqGS:ACGLInsurance

Arch Capital Governance Shift As Longtime Director Exit Meets Valuation Debate

Arch Capital Group (NasdaqGS:ACGL) director and former CFO John D. Vollaro will not seek reelection to the board. Vollaro's planned departure ends more than two decades of board service at Arch Capital Group. The move marks a governance transition as the company continues to focus on board oversight and succession planning. Arch Capital Group, listed on NasdaqGS:ACGL, operates as a specialty insurer and reinsurer, an area that often attracts investors who watch risk, capital strength, and...
NasdaqCM:NUTX
NasdaqCM:NUTXHealthcare

Did Navellier’s Growth Screen Nod Just Recast Nutex Health’s (NUTX) Quality-at-a-Value Story?

In January 2026, Nutex Health was highlighted in Louis Navellier's "Little Book" growth stock screen for meeting strict growth investing criteria, including rising earnings revisions, earnings surprises, sales growth, and improving operating margins. This recognition positions Nutex Health as a potential "growth at a sensible price" candidate, combining rapid fundamental improvement with comparatively attractive valuation metrics that may draw increased investor attention. Next, we will...
NYSE:JCI
NYSE:JCIBuilding

Johnson Controls CEO Pay And Insider Selling Test Alignment With Shareholders

Johnson Controls International (NYSE:JCI) has disclosed a substantial compensation package for its CEO, drawing fresh attention to executive pay at the company. Regulatory filings also show ongoing insider selling activity and no recent insider share purchases by senior executives. The combination of high CEO pay and exclusive insider selling is raising questions for some investors about alignment with shareholder interests. For investors watching NYSE:JCI at a current share price of...
NasdaqGS:MBLY
NasdaqGS:MBLYAuto Components

Mobileye (MBLY) Q4 Loss And Premium P/S Multiple Test Bullish Profitability Narratives

Mobileye Global (MBLY) closed out FY 2025 with Q4 revenue of US$446 million and a basic EPS loss of US$0.16, as the company continued to run at a net loss. The company has seen quarterly revenue range from US$438 million to US$506 million over FY 2025, while basic EPS losses have moved between US$0.08 and US$0.16. This sets up a story where top line scale and the path toward better margins are front and center for investors. Overall, the latest numbers keep attention firmly on how quickly...
NYSE:COP
NYSE:COPOil and Gas

A Look At ConocoPhillips (COP) Valuation After Recent Bank Downgrades And LNG Project Concerns

Several big banks have recently turned more cautious on ConocoPhillips (COP), citing higher oil breakeven levels compared with peers and slower payoff timelines for large projects such as Port Arthur LNG and Willow. See our latest analysis for ConocoPhillips. Those downgrades and concerns about high breakeven projects have come as ConocoPhillips’ share price has moved to US$96.88, with a 90 day share price return of 10.05% but a 1 year total shareholder return decline of 3.61%, suggesting...
NasdaqGS:NWE
NasdaqGS:NWEIntegrated Utilities

How Wells Fargo’s Downgrade Will Impact NorthWestern Energy Group (NWE) Investors

Earlier in January 2026, Wells Fargo downgraded NorthWestern Energy Group’s rating from “Equal-Weight” to “Underweight,” signaling a more cautious stance on the utility company. This shift in analyst sentiment highlights growing investor attention on how current market conditions may influence NorthWestern Energy’s risk profile and longer-term positioning. With this rating downgrade highlighting a more cautious outlook, we’ll now examine how it reshapes NorthWestern Energy’s overall...
NYSE:MP
NYSE:MPMetals and Mining

Is MP Materials (MP) Still Attractive After 217% One Year Share Price Surge?

If you are wondering whether MP Materials is still good value after its rally, or if the price already reflects the story, this article walks through what the current market price might be indicating. The stock recently closed at US$68.37, with returns of 25.4% over 30 days, 24.4% year to date, and 217.0% over the last year. These recent moves may be changing how investors think about both upside and risk. These price moves sit against a backdrop of continued attention on rare earths. MP...