U.S. Water Utilities Stock News

NasdaqGS:ZION
NasdaqGS:ZIONBanks

Zions Bancorporation (ZION) Net Interest Margin Strengthens Bullish Narratives After Q4 Earnings

Zions Bancorporation National Association (ZION) closed out FY 2025 with Q4 revenue of US$885 million and basic EPS of US$1.78, underpinned by net income of US$262 million as the bank reported its latest set of results. The company has seen revenue move from US$779 million and EPS of US$1.34 in Q4 FY 2024 to US$885 million and EPS of US$1.78 in Q4 FY 2025, setting up a story where investors are weighing higher earnings against how sustainable those margins look from here. See our full...
NasdaqGS:AEVA
NasdaqGS:AEVAElectronic

Is Aeva (AEVA) Quietly Reframing Its Investment Story Around Defense Autonomy?

Aeva Technologies announced that Forterra has selected its 4D LiDAR sensors and perception technology to power AutoDrive, Forterra's autonomous defense vehicle system, enhancing obstacle detection and navigation in challenging, GPS-denied environments. This defense-focused win highlights how Aeva’s sensing platform is being applied in mission-critical, high-stakes use cases beyond traditional automotive autonomy. Next, we will assess how this Forterra selection shapes Aeva's investment...
NYSE:AROC
NYSE:AROCEnergy Services

Assessing Archrock (AROC) After Recent Share Price Gains And DCF Valuation Gap

If you are wondering whether Archrock's current share price lines up with its underlying worth, you are not alone. This article is designed to help you judge what you might be paying for. Archrock shares recently closed at US$27.89, with returns of 7.5% over the last 7 days, 9.0% over the last 30 days, 4.7% year to date and a 3.2% decline over the last year, alongside a very large return over 5 years. These moves sit against a backdrop of ongoing interest in Archrock within the US energy...
NasdaqGS:FCNC.A
NasdaqGS:FCNC.ABanks

Do Steady Earnings Forecasts Hint At A Mature Phase For First Citizens BancShares' (FCNC.A) Growth Story?

First Citizens BancShares recently announced that it will report its latest quarterly earnings results on Friday morning, following a prior quarter in which it delivered US$2.25 billion of revenue, roughly flat compared with the same period a year earlier. An interesting aspect is that analysts have largely kept their earnings forecasts unchanged over the past month, signaling an expectation of business continuity rather than abrupt change heading into this report. With earnings around the...
NYSE:WES
NYSE:WESOil and Gas

Western Midstream Shifts To Fixed Fees As Occidental Trims Stake

Western Midstream Partners (NYSE:WES) has amended key Delaware Basin natural gas contracts with Occidental Petroleum and ConocoPhillips to fixed-fee structures. The company has shifted away from legacy cost-of-service contracts in these agreements. ConocoPhillips is now a contracted customer in the Delaware Basin, adding a new source of fee-based revenue. Occidental is reducing its ownership stake in Western Midstream Partners, altering the company’s shareholder mix. Western Midstream...
NYSE:RNG
NYSE:RNGSoftware

Is There Now An Opportunity In RingCentral (RNG) After Prolonged Share Price Declines

If you are wondering whether RingCentral's current share price still reflects its true value, you are not alone, especially after years of sharp swings in sentiment. The stock closed at US$25.90, with returns of a 10.2% decline over the past week, 12.7% decline over the past month, and 6.1% decline year to date, adding to a 24.0% decline over 1 year and 31.0% decline over 3 years, while the 5 year return sits at a much larger 92.8% decline. These moves have come alongside ongoing investor...
NasdaqGS:ULTA
NasdaqGS:ULTASpecialty Retail

Is Ulta Beauty (ULTA) Pricing Reflecting Reality After Strong One Year Share Price Gains

If you are wondering whether Ulta Beauty's share price still makes sense at current levels, or if expectations have run ahead of reality, this article breaks down what the numbers are really saying about value. The stock most recently closed at US$683.45, with returns of 3.0% over 7 days, 11.5% over 30 days, 10.2% year to date and 63.3% over 1 year, alongside 36.0% over 3 years and 137.8% over 5 years. Recent headlines have focused on Ulta Beauty's position in the US beauty retail space and...
NYSE:PACS
NYSE:PACSHealthcare

A Look At PACS Group (PACS) Valuation After Recent Share Price Volatility

PACS Group stock snapshot after recent performance moves PACS Group (PACS) has drawn fresh attention after a mixed recent performance, with a 1% gain in the latest session alongside a 9% decline over the past week and a month of modest softness. Over the past 3 months, the stock shows a very large total return, while the 1 year total return sits around 156%. Year to date, shares reflect a 9% decline, highlighting meaningful volatility for investors to weigh. See our latest analysis for PACS...
NasdaqGS:MORN
NasdaqGS:MORNCapital Markets

Is Morningstar (MORN) Pricing Look Stretched After Steep One Year Share Price Decline

If you are wondering whether Morningstar's current share price lines up with its underlying value, you are not alone. This article is built to unpack that question in a clear, practical way. The stock last closed at US$209.93, with returns of 4.6% decline over 7 days, 3.2% decline over 30 days, 0.2% decline year to date, 35.9% decline over 1 year, and 9.0% decline over 3 years, while the 5 year return sits at 4.5% decline. Recent share price moves have drawn more attention to how Morningstar...
NasdaqGS:IAC
NasdaqGS:IACInteractive Media and Services

IAC (IAC) Valuation Check As Portfolio Simplification And Capital Moves Shift Investor Expectations

IAC’s portfolio overhaul puts capital allocation in the spotlight IAC (IAC) is back on investors’ radar after Longleaf Partners Fund highlighted the company’s ongoing simplification plan, including asset sales, an Angi spinoff, share repurchases, and a continued stake in MGM Resorts. See our latest analysis for IAC. IAC’s share price has risen 17.11% over the last 90 days and the 1 year total shareholder return of 15.85% sits against a weaker 3 year and 5 year record. This hints at momentum...
NYSE:DFIN
NYSE:DFINCapital Markets

Assessing Donnelley Financial Solutions (DFIN) Valuation After Q3 Earnings Beat And Software Growth Pivot

Q3 earnings beat and software push put Donnelley Financial Solutions (DFIN) in focus Donnelley Financial Solutions (DFIN) is back on investor radars after Q3 2025 earnings topped expectations and management outlined a plan to reach 60% of sales from software solutions by 2028. See our latest analysis for Donnelley Financial Solutions. The Q3 earnings beat and the push toward software have come alongside a 30 day share price return of 18.18% and a year to date share price return of 19.81%...
NasdaqGM:TNGX
NasdaqGM:TNGXBiotechs

A Look At Tango Therapeutics (TNGX) Valuation After CEO Transition And Strong Recent Share Price Returns

Tango Therapeutics (TNGX) is in focus after founding CEO and President Dr. Barbara Weber retired, with board member Dr. Malte Peters stepping in as President and CEO, while she transitions to Executive Chair. See our latest analysis for Tango Therapeutics. The leadership change follows a period of strong price momentum, with Tango Therapeutics posting a 45.13% 1‑month share price return and a 66.14% 3‑month share price return, while its 1‑year total shareholder return is just over 3x. If this...
NasdaqGS:NSIT
NasdaqGS:NSITElectronic

A Look At Insight Enterprises (NSIT) Valuation After Earnings Miss And Stripe Partnership News

Stripe partnership and recent earnings put Insight Enterprises under the spotlight Insight Enterprises (NSIT) has paired a softer quarter, with revenues down 4% year on year and earnings missing analyst estimates, with an expanded global partnership with Stripe focused on AI driven commerce and modern payments. See our latest analysis for Insight Enterprises. At a share price of US$81.11, Insight Enterprises has seen a 1.94% 1 day share price gain and a 1.68% 30 day share price return, but a...
NasdaqGS:DGII
NasdaqGS:DGIICommunications

Should Digi’s New SmartSense ONE and 5G Services Strategy Reshape the Long‑Term Case for DGII?

Earlier in January 2026, Digi International launched SmartSense ONE and expanded its Digi Ventus Managed Connectivity Solutions, integrating monitoring, compliance, and managed 5G connectivity for customers and channel partners across sectors such as retail, food service, and healthcare. The move highlights Digi’s push toward unified, modular platforms and recurring managed-service offerings that tie together hardware, software, and data-driven operational insights. We’ll now examine how...
NasdaqGS:PI
NasdaqGS:PISemiconductor

Is Impinj (PI) Using Gen2X Licensing To Quietly Redefine Its RFID Ecosystem Role?

Impinj, Inc. recently announced a licensing agreement with EM Microelectronic to integrate its Gen2X technology into future dual-frequency RFID endpoint ICs, which EM expects to bring to market in 2027. This partnership extends Impinj’s technology into another chipmaker’s roadmap, potentially broadening its role within the RFID ecosystem and deepening its influence on next-generation tag designs. Next, we’ll examine how this Gen2X licensing deal with EM Microelectronic shapes Impinj’s...
NasdaqGS:REYN
NasdaqGS:REYNHousehold Products

Is Reynolds Consumer Products (REYN) Still Attractive After Recent Share Price Stability

Investors may be wondering if Reynolds Consumer Products, at around US$24.28 a share, still offers solid value or if most of the opportunity is already reflected in the price. Over the short term, the stock has been fairly steady, with a 0.2% decline over 7 days, a 3.1% gain over 30 days, and a 5.3% return year to date. The 1 year return sits at an 8.7% decline, and the 3 and 5 year returns are 8.2% and 8.9% declines respectively. Recent attention on household and consumer staples companies...
NYSEAM:UEC
NYSEAM:UECOil and Gas

Is Uranium Energy (UEC) Pricing Look Stretched After 1 Year Return Of 138%

If you are wondering whether Uranium Energy's share price really lines up with its underlying value, this article will walk through what the current numbers actually suggest. The stock last closed at US$18.82, with returns of 9.5% over 7 days, 50.8% over 30 days, 43.6% year to date and 138.2% over 1 year, while the 3 year return is 376.5% and the 5 year figure is very large. These moves sit against an ongoing stream of sector and company specific news that keeps uranium names in focus,...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Is It Too Late To Consider Carvana (CVNA) After Its 1 Year 94% Rally?

If you are trying to figure out whether Carvana's current share price lines up with its underlying value, this article will walk through the key numbers and what they might mean for you. Carvana last closed at US$455.02, with a 7 day return of a 0.8% decline, a 30 day return of 4.9%, a year to date return of 13.7% and a 1 year return of 94.4%. The 3 year return is very large at around 70 times, and the 5 year return is 90.1%. Recent coverage around Carvana has focused on its business model,...
NasdaqCM:VRRM
NasdaqCM:VRRMProfessional Services

A Look At Verra Mobility (VRRM) Valuation After New California Speed Safety Contract Wins

Glendale and Long Beach win adds to Verra Mobility’s California footprint Verra Mobility (VRRM) has been tapped by Glendale and Long Beach to deliver, operate, and maintain speed safety programs under California’s Assembly Bill 645 pilot. This extends its role in automated traffic enforcement across the state. See our latest analysis for Verra Mobility. Despite winning new California contracts, Verra Mobility’s recent share price momentum has been soft, with a 90 day share price return of...
NasdaqGM:ADMA
NasdaqGM:ADMABiotechs

ADMA Biologics (ADMA) Is Down 5.0% After Expanding Multi-Year Revenue Guidance Targets - Has The Bull Case Changed?

In January 2026, ADMA Biologics raised its preliminary unaudited revenue guidance for 2025 to about US$510 million–US$511 million and lifted its 2026 outlook to roughly US$635 million, while also issuing new longer-term targets. The company now projects revenue of about US$775 million for 2027 and more than US$1.10 billion for 2029, giving investors an extended view of its growth ambitions. Next, we’ll explore how this expanded multi-year revenue guidance shapes ADMA Biologics’ investment...
NasdaqGS:HSIC
NasdaqGS:HSICHealthcare

How Investors Are Reacting To Henry Schein (HSIC) New CEO Pick And Exclusive CitoCBC Deal

In recent days, Henry Schein, Inc. announced the upcoming appointment of Thermo Fisher veteran Frederick M. Lowery as CEO in March 2026 and secured exclusive U.S. distribution rights for CytoChip’s FDA 510(k)-cleared, CLIA-waived CitoCBC system in ambulatory and critical access hospital settings. Together, this leadership change and point-of-care diagnostics agreement highlight Henry Schein’s push to pair experienced operational leadership with differentiated, higher-value medical...