U.S. Water Utilities Stock News

NYSE:ZTO
NYSE:ZTOLogistics

ZTO Express (ZTO) Is Up 8.9% After Funding Buybacks With Low-Coupon Convertibles - Has The Bull Case Changed?

In early February 2026, ZTO Express (Cayman) Inc. issued 2025 guidance calling for higher revenues but lower gross profit versus 2024, and completed a US$1.50 billion callable, convertible senior unsecured bond offering due 2031 priced at par with a 0.925% fixed coupon. The combination of rising parcel volumes, thinner margins, and using low-coupon convertible debt to fund refinancing, capped calls, and share repurchases adds a complex layer to how investors may assess ZTO’s capital...
NasdaqGS:GNTX
NasdaqGS:GNTXAuto Components

What Gentex (GNTX)'s Strong Q4 Results, Guidance and Buybacks Mean For Shareholders

Gentex Corporation recently reported fourth-quarter 2025 results, with sales rising to US$644.4 million and net income increasing to US$92.96 million, alongside higher earnings per share than a year earlier. The company also issued multi-year revenue guidance through 2027 and completed a US$99.08 million share repurchase, underscoring management’s confidence in its operating outlook and capital allocation approach. We’ll now examine how Gentex’s upbeat multi-year revenue guidance shapes its...
NYSE:YUMC
NYSE:YUMCHospitality

Yum China Holdings (YUMC) Is Up 14.6% After Strong Q4 Results And Faster Store Expansion - Has The Bull Case Changed?

Yum China Holdings reported past fourth-quarter 2025 results showing higher sales of US$2,627 million and revenue of US$2,823 million, with net income rising to US$140 million, alongside a 21% dividend increase and continued share repurchases. The company also added 1,706 net new stores in 2025, bringing its network to 18,101 locations and highlighting rapid nationwide scale-up in China’s restaurant market. Against this backdrop, we’ll explore how Yum China’s accelerated store expansion...
NasdaqGS:GTM
NasdaqGS:GTMInteractive Media and Services

Is ZoomInfo (GTM) Rewriting Its Strategic Playbook With Schuck’s Massive Performance-Based Option Grant?

Earlier this week, ZoomInfo Technologies (NASDAQ: GTM) reported earnings after previously outperforming revenue expectations and guiding earnings per share ahead of analyst forecasts, while the board granted CEO Henry Schuck a one-time, performance-based option award on 9.7 million shares tied to ambitious targets. This unusually large, performance-linked grant has drawn attention to potential changes in ZoomInfo’s business direction, including sharper execution priorities or the possibility...
NYSE:ENR
NYSE:ENRHousehold Products

Should Energizer’s Reaffirmed 2026 Outlook and Ongoing Capital Returns Require Action From Energizer Holdings (ENR) Investors?

Energizer Holdings, Inc. recently reaffirmed its second-quarter and full-year 2026 guidance, expecting a 4% to 5% organic net sales decline in the quarter but flat to slightly higher organic net sales across its Batteries and Lights and Auto Care segments for the full year, while its Board declared a US$0.30 per-share dividend payable in March 2026. Despite margin pressures from tariffs and operational inefficiencies, Energizer exceeded adjusted earnings expectations, generated strong cash...
NasdaqGM:CRVS
NasdaqGM:CRVSBiotechs

Corvus Pharmaceuticals (CRVS) Valuation Check After A Sharp Biotech Share Price Surge

Market context and recent performance Corvus Pharmaceuticals (CRVS) has drawn investor attention after a sharp share price move, with the stock up 7.35% in the latest session and posting significant gains over the past month. See our latest analysis for Corvus Pharmaceuticals. The latest move sits within a very strong run, with a 30 day share price return of 201.33% and year to date share price return of 179.51%. The 1 year total shareholder return of 306.76% and very large 3 year total...
NYSE:UGI
NYSE:UGIGas Utilities

UGI (UGI) Valuation Check After EBIT Growth LPG Portfolio Rationalization And Moody’s Outlook Upgrade

UGI (UGI) is back in focus after reporting first quarter results that included a 5% year over year EBIT increase, the completion of its LPG portfolio rationalization, and a Moody’s outlook upgrade for AmeriGas. See our latest analysis for UGI. Despite the recent EBIT progress and LPG portfolio clean up, UGI’s share price has been under some pressure in the short term, with a 1 day share price return of a 2% decline and a 7 day share price return of a 7.6% decline, while the 90 day share price...
NasdaqGS:NEOG
NasdaqGS:NEOGMedical Equipment

Does Neogen’s Vet HYCOAT Recall Reveal Deeper Quality-Control Risks For Its Growth Story (NEOG)?

Neogen Corporation recently initiated a voluntary recall of all in-date lots of its Vet HYCOAT Hyaluronate Sodium Sterile Solution for animals, after microbial contamination was detected in certain 10 mL/50 mg vials and adverse events were reported in horses when used off-label as intraarticular injections. Although no adverse events have been reported when HYCOAT is used as labeled for topical wound management, the company has extended the recall to additional lot sizes and is working with...
NasdaqGM:NRIX
NasdaqGM:NRIXBiotechs

Assessing Nurix Therapeutics (NRIX) Valuation After Revenue Growth Wider Loss And New Shelf Registration

Nurix Therapeutics (NRIX) is in focus after reporting full year 2025 earnings that paired revenue of US$83.98 million with a wider net loss of US$264.46 million, alongside a new US$98.8 million shelf registration. See our latest analysis for Nurix Therapeutics. The latest earnings release and shelf registration have arrived after a volatile stretch, with a 31.03% 90 day share price return contrasting with a 12.69% 30 day decline and a 6.44% 1 year total shareholder return fall. This suggests...
NasdaqGS:TBBK
NasdaqGS:TBBKBanks

Should Higher Credit Charge-Offs and New 2026 EPS Guidance Require Action From Bancorp (TBBK) Investors?

The Bancorp, Inc. recently reported full-year 2025 results, with net interest income of US$375.51 million, net income of US$228.21 million, and diluted EPS from continuing operations of US$4.92, alongside materially higher fourth-quarter net charge-offs of US$39.21 million versus US$18.81 million a year earlier. At the same time, the company initiated 2026 earnings guidance of US$5.90 EPS, targeted at least US$1.75 EPS for fourth-quarter 2026, and completed a US$149.99 million buyback of...
NasdaqGM:ALVO
NasdaqGM:ALVOBiotechs

Are Expanded Sandoz Biosimilar Deals Quietly Reframing Alvotech’s Partnership Strategy and Scale Ambitions (ALVO)?

Alvotech recently reported positive top-line results from a pharmacokinetic study for AVT80, its subcutaneous biosimilar candidate to Entyvio, and also finalized new global patent settlements and commercial entry timelines for its aflibercept biosimilar AVT06. In parallel, Alvotech entered expanded supply and commercialization agreements with Sandoz across Canada, Australia and New Zealand, signalling a broader role as a development and manufacturing partner for multiple biosimilars. We’ll...
NYSE:YELP
NYSE:YELPInteractive Media and Services

Assessing Yelp (YELP) Valuation After Prolonged Share Price Weakness

What Yelp’s Recent Share Performance Tells Investors Yelp (YELP) is drawing attention after a period of weak share performance, with the stock showing negative returns over the past week, month, past 3 months, year, and on a 3 and 5 year basis. See our latest analysis for Yelp. At the latest share price of $24.42, Yelp’s 7 day share price return of a 10.88% decline and year to date share price return of a 19.14% decline sit alongside a 1 year total shareholder return of a 38.43% loss. This...
NYSE:CCI
NYSE:CCISpecialized REITs

Will Crown Castle’s (CCI) Fiber Exit and Capital Return Plan Change Its Investment Narrative?

Crown Castle Inc. reported past fourth-quarter 2025 revenue of US$1,072 million and full-year 2025 revenue of US$4,264 million, alongside a swing from a very large prior-year net loss to net income of US$444 million, while outlining plans to sell its fiber and small cell businesses and cut about 20% of its workforce. An interesting wrinkle for investors is that Crown Castle paired this restructuring with plans to maintain its US$4.25 annual dividend, authorize US$1 billion in share...
NYSE:LPX
NYSE:LPXForestry

A Look At Louisiana-Pacific (LPX) Valuation After Board And Leadership Changes

Leadership transition and what it may mean for investors Louisiana-Pacific (LPX) has drawn fresh attention after announcing a leadership reshuffle, with F. Nicholas Grasberger III set to become independent Chairperson and CEO-elect Jason P. Ringblom joining the Board as director. This shift in Board roles, alongside the retirement of current Chairperson and CEO W. Bradley Southern, raises questions about how governance, capital allocation and long term priorities could evolve for existing and...
NYSE:CRBG
NYSE:CRBGDiversified Financial

How Corebridge’s Tech and Crypto-Linked Annuity Launch Will Impact Corebridge Financial (CRBG) Investors

In late January 2026, Corebridge Financial introduced the Invesco New Economy Index within its Power Select Index Annuities, offering indexed exposure linked to technology-focused Invesco QQQ ETF and cryptocurrency-focused Invesco Galaxy Bitcoin ETF while maintaining principal protection features. This move blends traditional index annuity benefits with access to innovative themes such as cloud computing and bitcoin, potentially repositioning Corebridge in the retirement-income solutions...
NasdaqGS:QURE
NasdaqGS:QUREBiotechs

How Early AMT-191 Gene Therapy Signals Will Impact uniQure (QURE) Investors

uniQure N.V. recently reported updated preliminary safety and exploratory efficacy data from 11 patients in its ongoing Phase I/IIa trial of AMT-191, an investigational AAV gene therapy for Fabry disease, showing elevated α-galactosidase A activity across all three dose cohorts and a manageable safety profile. An interesting early signal is that several participants have been able to discontinue enzyme replacement therapy, hinting at the potential real-world impact of a one-time gene therapy...
NYSE:USFD
NYSE:USFDConsumer Retailing

A Look At US Foods (USFD) Valuation As Optimism Builds Around Upcoming Earnings And Margin Initiatives

Heightened optimism around upcoming earnings has pulled US Foods Holding (USFD) into focus as investors weigh expectations for higher revenue, a possible earnings beat, and management’s margin and network improvement efforts. See our latest analysis for US Foods Holding. Those expectations are coming on the back of strong momentum, with the share price at $90.33 and recent share price returns of 8.02% over 7 days, 19.50% over 30 days, and 24.94% over 90 days. The 1 year total shareholder...
NYSE:NOV
NYSE:NOVEnergy Services

How NOV’s Q4 Loss, Buybacks, and Tighter M&A Strategy May Reshape NOV (NOV) Investors

NOV Inc. recently reported fourth-quarter 2025 results showing revenue of US$2,277 million and a net loss of US$78 million, alongside guidance for a 1% to 3% year-over-year revenue decline in the first quarter of 2026. Despite weaker earnings, NOV has tightened its acquisition criteria, completed a share buyback of 36,959,834 shares for US$544.64 million, and signaled interest in targeted M&A aligned with its core businesses. Next, we’ll examine how NOV’s stricter acquisition approach and...
NasdaqGS:MCW
NasdaqGS:MCWConsumer Services

Can Mister Car Wash (MCW) Balance High Leverage With Shareholder-Friendly Growth Funding?

Mister Car Wash has recently reported that weak same-store sales over the past two years and elevated net debt levels are pressuring its operations and funding flexibility. While returns on capital are improving as management focuses on higher-quality investments, the combination of sluggish traffic and high leverage raises questions about how the business will fund future growth without diluting existing shareholders. Next, we’ll look at how concerns over Mister Car Wash’s high leverage...
NYSE:GVA
NYSE:GVAConstruction

Is Granite Construction (GVA) Leveraging Vertical Integration Enough With Its New U.S. 101 Contract?

Granite Construction announced in January 2026 that it had been selected to rehabilitate an eight-mile stretch of U.S. Highway 101 near King City in Monterey County, California, a federally funded infrastructure project estimated at about US$20,000,000 and scheduled to run from late first quarter 2026 to first quarter 2027. An interesting aspect of this contract is Granite’s plan to supply roughly 37,830 tons of asphalt from its own Coalinga Asphalt Plant, highlighting the company’s...
NasdaqCM:PLSE
NasdaqCM:PLSEMedical Equipment

A Look At Pulse Biosciences (PLSE) Valuation After Its Recent Share Price Surge

What Pulse Biosciences’ Recent Move Might Be Telling You Pulse Biosciences (PLSE) has attracted fresh attention after a sharp recent move in its share price, with short term returns outpacing its past year performance and prompting investors to reassess the risk and reward trade off. See our latest analysis for Pulse Biosciences. The 51.6% 1 day share price return, on top of a 35.4% 90 day share price return and a 55.0% year to date share price return, contrasts with a 7.2% decline in 1...
NYSE:FDX
NYSE:FDXLogistics

Assessing FedEx (FDX) Valuation After Investor Day Optimism And Logistics Technology Initiatives

FedEx (FDX) has been in focus after a sharp move higher, as investors rotated into industrial names and looked ahead to the company’s 2026 Investor Day along with its upcoming multi-year efficiency and pricing plan. See our latest analysis for FedEx. The recent jump sits on top of a broader upswing, with a 90 day share price return of 45.43% and a 1 year total shareholder return of 47.60%. This suggests momentum has been building as FedEx rolls out new digital tools, data partnerships, fresh...
NYSE:PIPR
NYSE:PIPRCapital Markets

Why Piper Sandler (PIPR) Is Up 5.3% After Record 2025 Results, Special Dividend And Stock Split

Piper Sandler Companies recently reported strong fourth-quarter and full-year 2025 results, with Q4 revenue of US$666.99 million and net income of US$113.97 million, and declared both a US$5.00 per share special dividend and a US$0.70 quarterly dividend payable in March 2026. The company paired these results with a four-for-one stock split and the ongoing build-out of its investment banking platform, including the acquisition of G Squared and senior hires in energy and power. Against this...
NasdaqGS:COCO
NasdaqGS:COCOBeverage

Is Vita Coco (COCO) Building a Quiet Moat With Its Asset-Light Hydration Platform?

In recent commentary, Vita Coco Company highlighted its evolution into a profitable global functional hydration brand built on an asset-light supply chain, supported by strong guidance for 2025 and growing international reach. An interesting angle for investors is how Vita Coco’s underdog roots, partnership with Keurig Dr Pepper, and disciplined expansion have created a scalable platform for new products and markets. With this backdrop, we’ll examine how Vita Coco’s asset-light supply...