U.S. Water Utilities Stock News

NYSE:CNM
NYSE:CNMTrade Distributors

Is Core & Main’s Supply Chain-Fueled Earnings Beat Reshaping The Investment Case For CNM?

In the recent quarter, Core & Main reported revenue growth of 1.2% year on year and delivered adjusted operating income above analyst expectations, signaling resilient demand across its water infrastructure distribution business. This earnings performance highlights how Core & Main’s focus on supply chain and inventory management is becoming a central driver of its operational strength within industrial distribution. With this earnings beat underscoring operational execution, we’ll now...
NYSE:UAA
NYSE:UAALuxury

Is There An Opportunity In Under Armour (UAA) After Years Of Share Price Weakness

If you are wondering whether Under Armour’s current share price offers a genuine bargain or just appears cheap on the surface, this article is designed to walk you through the key valuation angles to consider. The stock last closed at US$5.78, with returns of 2.5% over 7 days, 27.6% over 30 days and 9.3% year to date, but a 29.5% decline over 1 year, a 50.5% decline over 3 years and a 68.8% decline over 5 years, which raises questions about how the market now views its potential and...
NYSE:ALLE
NYSE:ALLEBuilding

How Allegion’s Q4 Earnings Momentum and Outlook Will Impact Allegion (ALLE) Investors

In the past few days, Allegion plc has prepared to release its fiscal Q4 2025 results, with analysts expecting an 8.1% year-on-year increase in earnings per share and pointing to a four-quarter streak of beating Wall Street forecasts. The consistently higher-than-expected earnings and current "Moderate Buy" analyst rating suggest investors are paying close attention to how Allegion executes on its access security growth plans. We’ll now examine how Allegion’s history of outperforming...
NYSE:DK
NYSE:DKOil and Gas

Delek US Holdings (DK) Touts EPA Relief and Optimization Plan Is Its Capital Strategy Evolving?

In January 2026, Delek US Holdings released a new investor presentation outlining its Enterprise Optimization Plan, expected cash flow enhancements, and capital allocation priorities, alongside benefits from recent EPA small refinery exemption relief that is projected to unlock US$400 million in cash and add US$200 million in annual cash flow. The company is also planning a major turnaround at its Big Spring refinery in early 2026 to improve reliability, optimize its crude slate, and enhance...
NYSE:LEN
NYSE:LENConsumer Durables

Is Lennar (LEN) Pricing Look Stretched After A Strong Recent Share Price Rebound?

Wondering whether Lennar's current share price truly reflects its underlying value, or if the market is mispricing this homebuilder? This article is built to help you think that through clearly. Lennar's shares last closed at US$118.59, with a 30 day return of 9.8%, a year to date return of 13.8%, a 1 year return of a 7.8% decline, and longer term 3 year and 5 year returns of 38.6% and 63.0% respectively. Recent price moves sit against a backdrop of ongoing attention on US housing demand,...
NYSE:OGN
NYSE:OGNPharmaceuticals

Is Organon (OGN) Looking Mispriced After Recent Share Price Rebound?

If you are wondering whether Organon’s current share price reflects its underlying worth, you are not alone. This article focuses on how its market price compares with its estimated value. Organon’s stock last closed at US$8.76, with recent returns of 8.8% over 7 days, 28.3% over 30 days and 21.0% year to date, while the 1 year and 3 year returns stand at 42.9% and 67.6% declines. These moves come against a backdrop of ongoing attention on Organon’s role in the pharmaceuticals and biotech...
NYSE:MSM
NYSE:MSMTrade Distributors

Is Earnings Beat And Leadership Shuffle Altering The Investment Case For MSC Industrial Direct (MSM)?

In early January 2026, MSC Industrial Direct reported past first-quarter 2025 results showing sales of US$965.68 million and net income of US$51.8 million, with basic and diluted earnings per share from continuing operations of US$0.93, all higher than the prior year period. The company also expanded its board to ten members, appointing Martina McIsaac as a director and naming former CEO Erik Gershwind as Non-Executive Vice Chair, hinting at an emphasis on governance and leadership...
NasdaqGS:ALKS
NasdaqGS:ALKSBiotechs

Alkermes (ALKS) Valuation Check After Recent Share Price Momentum And Undervaluation Signals

Why Alkermes (ALKS) Is On Investors’ Radar Today Alkermes (ALKS) has drawn fresh attention after recent trading, with the share price around $31.63 and a mix of short term and longer term returns that give investors more data to work with. Over the past week the stock shows a 6.6% move, with about 1.3% over the latest day. Looking slightly longer, the month return is 11.2%, compared with about 2.1% over the past 3 months and 7.3% over the past year. See our latest analysis for...
NYSE:DGX
NYSE:DGXHealthcare

Is Quest Diagnostics (DGX) Using At-Home STI Tests to Redefine Its Consumer Health Strategy?

In November 2025, Visby Medical announced that Quest Diagnostics’ consumer platform, questhealth.com, added the FDA-authorized at-home Visby Women’s Sexual Health Test for rapid STI detection, expanding national access to 30-minute, at-home PCR testing for chlamydia, gonorrhea, and trichomoniasis. This move highlights Quest’s push into consumer-initiated women’s health testing, addressing significant gaps in timely STI diagnosis and treatment that can affect fertility. Next, we’ll examine...
NYSE:PNC
NYSE:PNCBanks

PNC Financial Services Group (PNC) Net Interest Margin Stability Reinforces Earnings Narrative

PNC Financial Services Group (PNC) closed out FY 2025 with fourth quarter revenue of US$5.9 billion and basic EPS of US$4.88. This set the tone for a year where trailing twelve month revenue reached US$22.3 billion and EPS came in at US$16.71. Over the past year, net profit margin moved to 29.7% from 26.5%, alongside trailing earnings growth of 20.4%. This frames a results season where higher profitability and a 3.05% dividend yield sit at the center of the story for investors watching how...
NasdaqGS:MQ
NasdaqGS:MQDiversified Financial

Does Marqeta’s (MQ) New CFO and Buyback Plan Quietly Reframe Its Capital Allocation Priorities?

Marqeta, Inc. has appointed Patti Kangwankij as Chief Financial Officer, effective February 9, 2026, and its board has authorized a US$100 million share repurchase program, while recent filings also show stock sales by a director and the Chief Administrative Officer. The combination of a seasoned CFO with deep payments experience and a sizeable buyback authorization points to a sharpened focus on capital allocation and financial discipline. We’ll now examine how the new CFO appointment,...
NasdaqCM:GRRR
NasdaqCM:GRRRSoftware

Gorilla Technology Group (GRRR) Is Up 12.0% After $1.4B AI Data Center Deal And Record Q3

Gorilla Technology Group recently announced three project wins in Taiwan across public safety, port operations, and environmental protection, alongside a multi-year, approximately US$1.40 billion AI-ready data center partnership in Southeast Asia and an investment in Astrikos.ai to strengthen its AI infrastructure offerings. Together with record Q3 2025 results, 2026 revenue guidance of US$137–$200 million, and a growing project pipeline, these developments highlight Gorilla’s push to scale...
NasdaqGS:IRTC
NasdaqGS:IRTCMedical Equipment

Is It Too Late To Consider iRhythm Holdings (IRTC) After Its Strong Multi Year Run?

If you are wondering whether iRhythm Holdings at around US$167 a share still offers value, the key question is how its current price lines up with what the business may reasonably be worth. The stock has had a mixed run, with a 6.8% decline over the last week and a 4.0% decline over the last month, but a 54.3% return over the past year and a 67.3% return over three years add important context to that picture. Recent coverage has focused on iRhythm Holdings as a listed medical device company...
NYSE:GWRE
NYSE:GWRESoftware

Is It Time To Reconsider Guidewire Software (GWRE) After The Recent Share Price Pullback

If you are wondering whether Guidewire Software at about US$158.99 is starting to look interesting or still feels expensive, this article walks through what the current share price could mean for you as an investor. The stock has pulled back recently, with a 14.1% decline over the last 7 days, a 20.5% decline over the last 30 days, a 15.3% decline year to date, and an 11.0% decline over the past year. Over longer periods, the 3 year return sits at 127.2% and the 5 year return at 28.5%. These...
NYSE:MDU
NYSE:MDUGas Utilities

Is It Too Late To Consider MDU Resources Group (MDU) After Its Strong Multi‑Year Run?

If you are wondering whether MDU Resources Group is fairly priced or not at around US$20.66, you are in the right place to size up what the market might be baking into this stock. The share price has returned 2.0% over the last week, 7.8% over the last month, 4.0% year to date, 15.8% over the last year, 97.0% over 3 years and 126.3% over 5 years, which gives plenty of context for anyone thinking about the balance of risk and reward today. Recent moves in the stock come against a backdrop of...
NYSE:NOG
NYSE:NOGOil and Gas

Is High Yield Amid Negative Free Cash Flow Altering The Investment Case For Northern Oil and Gas (NOG)?

Northern Oil and Gas recently drew investor attention with commentary highlighting its roughly 8% dividend yield, expanding production from over 11,000 wells, and negative free cash flow driven by rapid growth amid weaker energy prices. This combination of high income, a diversified non-operating asset base, and questions over dividend sustainability has sharpened the focus on how resilient the company’s cash generation really is. We’ll now examine how concerns about negative free cash flow...
NasdaqGS:MDLN
NasdaqGS:MDLNMedical Equipment

Is There An Opportunity In Medline (MDLN) After Recent DCF Valuation Results

If you are wondering whether Medline is offering fair value at its current price, this article walks you through what the numbers are saying and what that could mean for you. Medline shares recently closed at US$44.12, with returns of 8.9% over the last 7 days, 5.9% over the last 30 days, and 8.6% year to date, which has put the stock on more investors' radar. Recent company updates and sector commentary around medical suppliers have given investors more information to work with, which can...
NasdaqGS:AMBA
NasdaqGS:AMBASemiconductor

Assessing Ambarella (AMBA) Valuation After CES Edge AI Launches And Rising Options Interest

Ambarella (AMBA) has drawn fresh attention after CES, where it introduced the CV7 edge AI vision chip and the Ambarella Developer Zone, moves aimed at supporting faster rollouts of edge AI applications. See our latest analysis for Ambarella. Those CES launches come after a choppy stretch for the stock, with a 1 day share price return of 6.39% contrasting with a 30 day return of 5.23% and a 1 year total shareholder return of 14.93%. This suggests that long term momentum has been weak even as...
NYSE:BVN
NYSE:BVNMetals and Mining

A Look At Compañía de Minas Buenaventura (BVN) Valuation After Its Strong Recent Share Price Performance

Compañía de Minas BuenaventuraA (BVN) has drawn fresh attention after a strong past 3 months, with the share price showing a 35.20% total return and a 22.33% move over the past month. See our latest analysis for Compañía de Minas BuenaventuraA. That recent momentum sits on top of a much longer run, with a 1 year total shareholder return of 175.85% and a 3 year total shareholder return above 3x, while the current share price is US$34.68 after a small 1 day pullback. If this kind of move has...
NasdaqCM:VRDN
NasdaqCM:VRDNBiotechs

Did FDA Priority Review and EU Push for Thyroid Eye Drug Just Shift Viridian Therapeutics' (VRDN) Investment Narrative?

Viridian Therapeutics recently announced that the FDA has accepted its Biologics License Application for thyroid eye disease drug veligrotug, granting Priority Review with a target decision date of June 30, 2026, while the company also progresses a European filing and pivotal phase 3 trials for elegrobart (VRDN-003). This cluster of regulatory milestones meaningfully advances Viridian’s thyroid eye disease franchise, concentrating attention on how its pipeline could reshape treatment options...
NasdaqGM:IRON
NasdaqGM:IRONBiotechs

Assessing Disc Medicine (IRON) Valuation After FDA Review Delay And Heightened Regulatory Focus

Disc Medicine (IRON) is back in focus after the FDA extended its review of the company’s experimental therapy bitopertin, citing questions around trial data integrity and potential abuse risk. See our latest analysis for Disc Medicine. Those FDA questions and the recent executive hire have played out against a softer tape, with the 7 day share price return of 9.23% and 90 day share price return of 18.63% contrasting with a 1 year total shareholder return of 21.78% and a very large 3 year...
NasdaqGS:CCOI
NasdaqGS:CCOITelecom

Assessing Cogent Communications Holdings (CCOI) Valuation After Dividend Cut And Securities Investigation

Pomerantz LLP’s investigation into Cogent Communications Holdings (CCOI), following a near 6% year over year service revenue decline, a 98% dividend cut, and a sharp share price drop, has pushed the stock back into focus for investors. See our latest analysis for Cogent Communications Holdings. While the latest investigation and dividend cut hit sentiment hard, with a 90 day share price return decline of 46.22% and a 1 year total shareholder return decline of 64.93%, the recent 30 day share...
NasdaqGM:SHLS
NasdaqGM:SHLSElectrical

Are Shoals Technologies Group’s (SHLS) BESS Backlog And New CFO-Led Team Reframing Its Growth Priorities?

In recent days, several analysts reaffirmed positive views on Shoals Technologies Group, highlighting strengthening Battery Energy Storage System bookings and a growing order backlog following the appointment of David Van Bibber as Chief Accounting Officer. This combination of expanding BESS demand and leadership changes points to evolving business priorities that investors may see as important for Shoals’ long-term positioning. Now we'll explore how stronger BESS bookings and a record...
NYSE:WLK
NYSE:WLKChemicals

Is Westlake (WLK) Quietly Tilting From Chemicals Toward Building Products With Its ACI Deal?

Westlake Royal Building Products, part of Westlake, recently showcased roofing brands and installation clinics at the 2026 International Roofing Expo, while Westlake completed its purchase of ACI/Perplastic Group’s global compounding solutions businesses across Portugal, Romania and Tunisia. This acquisition broadens Westlake’s Housing & Infrastructure Products reach in Europe and North Africa, potentially reshaping how investors view the balance between its building-products and...