U.S. Water Utilities Stock News

NYSE:SNOW
NYSE:SNOWIT

Snowflake (SNOW) Is Up 8.2% After $200 Million OpenAI Deal And New AI Agent Tools

In early February 2026, Snowflake announced a multi-year, US$200 million collaboration with OpenAI alongside new AI-focused products such as Semantic View Autopilot and Cortex Code, aiming to embed advanced AI agents directly into its data cloud for enterprise customers. These moves deepen Snowflake’s role as an AI application hub by combining OpenAI’s models with Snowflake Intelligence and Cortex AI, while early customer deployments at firms like United Rentals, Wolfspeed, and Team USA...
NYSE:OXY
NYSE:OXYOil and Gas

Occidental Petroleum (OXY) Valuation Check As Earnings Cuts And Oil Price Volatility Pressure Sentiment

Occidental Petroleum (OXY) is back in focus as repeated cuts to earnings estimates, expectations for lower year over year earnings and revenue, and oil price volatility converge ahead of its February 18, 2026 earnings release. See our latest analysis for Occidental Petroleum. The share price at US$46.07 reflects a 30 day share price return of 7.89% and a 90 day gain of 10.51%, even as analysts cut earnings estimates and recent news has highlighted weaker sentiment ahead of the OxyChem sale...
NYSE:BDC
NYSE:BDCElectronic

Belden (BDC) Is Up 7.1% After Record 2025 Results And Higher Solutions Mix Report - Has The Bull Case Changed?

In February 2026, Belden Inc. reported record fourth-quarter and full-year 2025 results, with sales rising to US$720.12 million for Q4 and US$2.72 billion for the year, while issuing first-quarter 2026 guidance for revenues of US$675 million–US$690 million and GAAP EPS of US$1.21–US$1.31. Management underscored that solutions-based offerings now exceed 15% of total revenue, supported by a new unified operating model and ongoing evaluation of disciplined M&A opportunities aimed at long-term...
NYSE:LMT
NYSE:LMTAerospace & Defense

Lockheed Martin Conference Chat Puts Valuation And Defense Priorities In Focus

Lockheed Martin (NYSE:LMT) CEO and CFO are scheduled to speak in a fireside chat at Citi's 2026 Global Industrial Tech and Mobility Conference. The appearance is planned as part of a high profile industry event focused on industrial technology and mobility themes. Investors and stakeholders may hear commentary on the company's business outlook and priorities in defense technology. For investors following NYSE:LMT, this conference slot places the company in front of an audience focused on...
NYSE:WMB
NYSE:WMBOil and Gas

Why Williams Companies (WMB) Is Up 8.0% After Stronger 2025 Earnings And What’s Next

In February 2026, The Williams Companies, Inc. reported full-year 2025 results showing revenue of US$11.95 billion and net income of US$2.62 billion, both higher than the prior year. The improvement in basic and diluted earnings per share from continuing operations to US$2.14 suggests stronger profitability across Williams’ core infrastructure business. Next, we’ll explore how this stronger earnings performance may influence Williams Companies’ investment narrative built around growth in gas...
NYSE:TPH
NYSE:TPHConsumer Durables

Assessing Tri Pointe Homes (TPH) Valuation After Strong Recent Share Price Momentum

Recent performance and business snapshot Tri Pointe Homes (TPH) has drawn investor attention after a series of strong recent returns, including around 27% over the past day, 31% over the past week, and just over 50% in the past 3 months. The homebuilder, headquartered in Incline Village, Nevada, designs, constructs, and sells single family attached and detached homes across the United States. It also offers mortgage financing, title and escrow, and property and casualty insurance agency...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Lyft (LYFT) Is Down 19.4% After Record Profit, New Buyback And Safety Concerns - Has The Bull Case Changed?

In February 2026, Lyft reported full-year 2025 results showing US$6,316.26 million in sales and very large net income, while also announcing a new US$1 billion Class A share repurchase program and filing a US$337.72 million shelf registration for 20,042,798 ESOP-related shares. At the same time, weaker-than-expected quarterly guidance and widespread coverage of two fatal shootings of Lyft drivers in Cleveland raised fresh questions about the balance between growth, profitability and safety...
NYSE:NEE
NYSE:NEEElectric Utilities

Assessing NextEra Energy (NEE) Valuation After Dividend Hike And AI Power Demand Tailwinds

Dividend increase puts income profile in focus NextEra Energy (NEE) has lifted its regular quarterly dividend to US$0.6232 per share, a 10% year over year increase, and reiterated plans for continued dividend per share growth through 2028. See our latest analysis for NextEra Energy. Beyond the dividend news, NextEra Energy’s shares have been firming up, with a 30-day share price return of 12.16% and a year to date gain of 15.90%, while the 1-year total shareholder return of 42.11% points to...
NasdaqGS:CZR
NasdaqGS:CZRHospitality

Reassessing Caesars Entertainment (CZR) Valuation After A Year Of Weak Share Price Performance

Why Caesars Entertainment Stock Is Back on Investors’ Radar Caesars Entertainment (CZR) has been drawing attention after a stretch of negative returns, with the stock down over the past month, past 3 months, and year, prompting fresh questions about its current pricing. See our latest analysis for Caesars Entertainment. With the share price at US$18.14, Caesars Entertainment has seen a 25.5% 1 month share price decline and a 54.4% 1 year total shareholder return loss. This suggests momentum...
NasdaqGM:CDNA
NasdaqGM:CDNABiotechs

Does ACROBAT AlloHeme Validation Broaden CareDx’s (CDNA) Transplant+ Thesis Into Hematology-Oncology?

CareDx, Inc. recently reported pivotal clinical validation results from its ACROBAT study for AlloHeme, an AI- and NGS-based blood test that predicts relapse in acute myeloid leukemia and myelodysplastic syndromes after allogeneic hematopoietic cell transplant, showing high sensitivity, specificity, and earlier relapse detection than traditional methods. This successful validation of AlloHeme marks a meaningful broadening of CareDx’s Transplant+ platform beyond solid organ transplantation...
NYSE:DRD
NYSE:DRDMetals and Mining

Assessing DRDGOLD (NYSE:DRD) Valuation After Updated 2026 Production Guidance

Why DRDGOLD’s updated production guidance matters now DRDGOLD (DRD) updated investors on 9 February 2026, saying it is trending toward the upper end of its 140,000 to 150,000 ounce production guidance for the year to 30 June 2026. The company also reiterated expected cash operating costs of about R995,000/kg, with unit costs anticipated to stay within the guided range. This gives investors a clearer picture of potential output and cost discipline for the current financial year. See our latest...
NYSE:AKR
NYSE:AKRRetail REITs

Acadia Realty Trust (AKR) FFO Stability Reinforces Bullish Urban Retail Narratives

Acadia Realty Trust (AKR) has wrapped up FY 2025 with fourth quarter revenue of US$106.7 million and basic EPS of US$0.04, alongside funds from operations of US$41.6 million, which is a key earnings gauge for REIT investors. The company has seen quarterly revenue move from US$92.8 million in Q4 2024 to US$106.7 million in Q4 2025, while basic EPS shifted from US$0.07 to US$0.04 over the same period. Investors may now weigh the solid top line momentum against margins that are likely to be...
NasdaqCM:NEO
NasdaqCM:NEOHealthcare

NeoGenomics PanTracer Pro Launch Sets New Test Against Weak Share Performance

NeoGenomics, NasdaqCM:NEO, has launched PanTracer Pro, a new diagnostic solution for clinicians treating advanced stage solid tumors. The offering combines broad genomic profiling and customized diagnostic testing into a single order with a focus on faster turnaround times. PanTracer Pro is designed to address fragmented testing workflows, treatment delays, and incomplete biomarker assessment in cancer care. NeoGenomics, trading at $11.38, has seen mixed share price performance, with a 30...
NasdaqCM:NEXT
NasdaqCM:NEXTOil and Gas

NextDecade Faces Brownsville LNG Crowding As Rio Grande Project Advances

NextDecade’s Rio Grande LNG project at the Port of Brownsville continues to progress, with construction activity moving ahead. Peer operator Texas LNG has secured debt financing for a separate LNG facility at the same port, adding another major project to the area. These parallel developments concentrate more LNG infrastructure in Brownsville and could influence how NextDecade positions Rio Grande LNG over time. NextDecade, trading as NasdaqCM:NEXT, is pushing forward with Rio Grande LNG...
NasdaqGS:CNXN
NasdaqGS:CNXNElectronic

PC Connection Ups Capital Returns As Valuation And Momentum Attract Attention

PC Connection (NasdaqGS:CNXN) has approved a substantial increase to its share repurchase authorization. The company also raised its quarterly dividend, signaling higher capital returns to shareholders. These changes represent material capital allocation decisions that could influence investor sentiment toward CNXN. PC Connection, a provider of IT solutions and services for businesses and public sector clients, is emphasizing higher capital returns at a time when many organizations continue...
NYSE:AZO
NYSE:AZOSpecialty Retail

A Look At AutoZone (AZO) Valuation As Earnings Optimism And Expansion Plans Lift Investor Interest

Why AutoZone (AZO) Is Back in Focus Ahead of Earnings AutoZone (AZO) is back on traders’ screens after a recent share move tied to anticipation around its upcoming fiscal second quarter earnings, where margins, pricing, and demand trends are front and center. See our latest analysis for AutoZone. The recent 1-day share price return of 1.83% and 7-day share price return of 4.81% highlight how anticipation around the March 3 earnings call, store expansion plans, and ongoing buybacks are feeding...
NYSE:CWK
NYSE:CWKReal Estate

Cushman & Wakefield (CWK) Valuation Check As New Senior Hires Expand Leadership Bench

Cushman & Wakefield (CWK) has been in focus after a series of senior hires across its capital markets and occupier advisory businesses, prompting investors to reassess how fresh leadership might influence the stock. See our latest analysis for Cushman & Wakefield. Despite the flurry of senior hires and business wins, Cushman & Wakefield’s recent share price performance has been weak. The 7 day share price return is 20.24% and the 30 day share price return is 25.06%, while the 1 year total...
NYSE:CTS
NYSE:CTSElectronic

The Bull Case For CTS (CTS) Could Change Following Strong 2025 Beat, Dividend And M&A Ambitions

In February 2026, CTS Corporation reported fourth-quarter and full-year 2025 results that exceeded analyst expectations, with sales of US$541.32 million, net income of US$65.32 million, and a declared cash dividend of US$0.04 per share payable in April 2026 to shareholders of record as of March 2025. The company’s performance was driven by strong growth in diversified end markets such as medical and industrial, while management highlighted solid cash generation, active share repurchases, a...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

Is Zoom Communications (ZM) Pricing In Its Shift To A Mature Platform?

If you are wondering whether Zoom Communications is still a compelling stock at today’s price, you are not alone. A closer look at what you are paying for each US$ of fundamentals can help frame that question. The share price last closed at US$92.60, with returns of 0.4% over 7 days, 14.4% over 30 days, 11.1% year to date, 8.8% over 1 year, 21.7% over 3 years and a 77.8% decline over 5 years. Taken together, these figures give a mixed picture of how the market has priced the stock over...
NYSE:ESTC
NYSE:ESTCSoftware

How Investors Are Reacting To Elastic (ESTC) Expanding AI Inference Options For Self-Managed Customers

Earlier this month, Elastic launched Elastic Inference Service and new Jina.ai reranker models for Elasticsearch 9.3, giving self-managed customers on-demand access to cloud-hosted GPU inference while keeping their core data and infrastructure on-premises. By separating model inference from data residency and adding multilingual, low-latency reranking, Elastic is deepening its role in production-grade AI search and RAG workloads. Next, we’ll examine how Elastic Inference Service for...
NYSE:BRK.B
NYSE:BRK.BDiversified Financial

Greg Abel Backs Kraft Heinz Shift And Signals Berkshire’s Ownership Approach

Greg Abel, CEO of Berkshire Hathaway (NYSE:BRK.B), publicly backed Kraft Heinz’s decision to cancel its previously planned separation. Abel described the shift as a positive turnaround for Kraft Heinz and reaffirmed Berkshire’s commitment to the relationship. The comments highlighted closer alignment between Berkshire and one of its largest consumer holdings, with potential implications for how Berkshire interacts with other portfolio companies. Berkshire Hathaway sits at the center of...
NasdaqGS:NWSA
NasdaqGS:NWSAMedia

A Look At News Corp (NWSA) Valuation After Earnings Beat And Digital Growth

News (NWSA) is back in focus after reporting quarterly results ahead of expectations. The company highlighted double digit profit growth in its Dow Jones and Digital Real Estate segments, as well as continued progress toward a more digital first revenue mix. See our latest analysis for News. The share price has pulled back recently, with a 30 day share price return showing a 13.45% decline and a year to date share price return showing a 13.25% decline. However, the 3 year total shareholder...
NYSE:AXP
NYSE:AXPConsumer Finance

Is It Time To Reconsider American Express (AXP) After The Recent Share Price Pullback

If you are wondering whether American Express shares still offer value after their long run, the key is to understand how the current price stacks up against a range of valuation checks. The stock last closed at US$337.50, with recent returns of 9.7% over 1 year, 97.3% over 3 years and 172.2% over 5 years. Over the past week and month the share price declined by 6.0% and 7.5% respectively, and year to date the return is 9.5% lower. Recent headlines around American Express have focused on its...
NYSE:LEU
NYSE:LEUOil and Gas

Is It Too Late To Consider Centrus Energy (LEU) After The Recent Share Price Pullback?

This article examines whether Centrus Energy, at around US$199 per share, is still priced attractively or whether most of the easy gains may already have occurred, by exploring what the current share price might imply about value. The stock has been volatile recently, with a 24.4% decline over the past week and a 39.8% pullback over the last 30 days. This comes even though the 1 year return stands at 74.7% and the 3 year return is approximately 4x. Recent moves have put fresh attention on...