U.S. Water Utilities Stock News

NYSE:DAO
NYSE:DAOConsumer Services

Assessing Youdao (DAO) Valuation After Mixed 2025 Earnings And Recent Share Price Gains

Why Youdao (DAO) is back in focus after its latest earnings Youdao (DAO) is drawing attention after reporting fourth quarter and full year 2025 earnings, with revenue higher than a year earlier but quarterly net income lower, while full year profit was above the prior year. See our latest analysis for Youdao. The earnings release appears to have sharpened market focus on Youdao, with the 1 day share price return of 5.34% and 7 day share price return of 10.20% standing against a 30 day share...
NasdaqGS:NDSN
NasdaqGS:NDSNMachinery

How Investors Are Reacting To Nordson (NDSN) Strong Q1 Beat And Raised 2026 Sales Guidance

In February 2026, Nordson Corporation reported first-quarter fiscal 2026 results showing sales of US$669.46 million and net income of US$133.38 million, with diluted earnings per share from continuing operations of US$2.38, all higher than the same period a year earlier. Alongside these results, Nordson raised its full-year 2026 sales guidance to a range of US$2.86 billion to US$2.98 billion, signaling increased management confidence backed by strong demand in areas such as semiconductors...
NYSE:NHI
NYSE:NHIHealth Care REITs

How Investors May Respond To National Health Investors (NHI) Adding Senior Housing Veteran Lilly Donohue To Board

National Health Investors, Inc. recently appointed Lilly H. Donohue, former CEO of Holiday Retirement, to its Board of Directors, effective February 17, 2026, adding deep senior housing operating experience to its governance bench. Her track record in running one of the country’s largest senior housing platforms could meaningfully influence how NHI shapes its senior housing operating portfolio and broader growth agenda. Next, we’ll examine how Donohue’s senior housing operating expertise...
NYSE:VEEV
NYSE:VEEVHealthcare Services

Should Diverging Views On AI Risks And CRM Strengths Require Action From Veeva Systems (VEEV) Investors?

In recent months, several institutional investors highlighted Veeva Systems after strong recurring revenue growth and raised full-year guidance, even as its stock lagged amid a rotation away from higher-valuation healthcare technology names and caution around the timing of large enterprise deals. While some funds exited Veeva citing rising competitive and AI-related risks, others emphasized its leading life sciences CRM platform and expanding role across R&D and commercial data clouds,...
NYSE:AMR
NYSE:AMRMetals and Mining

A Look At Alpha Metallurgical Resources (AMR) Valuation As Capital Returns Take Center Stage

Capital return focus reshapes the Alpha Metallurgical Resources (AMR) story Recent commentary around Alpha Metallurgical Resources (AMR) centers on its shift toward returning cash to shareholders through buybacks and selective dividends, a change that is drawing fresh attention from investors. See our latest analysis for Alpha Metallurgical Resources. At a share price of US$180.63, Alpha Metallurgical Resources has had a mixed year in the market, with a 30 day share price return of a 21.86%...
NYSE:KSS
NYSE:KSSMultiline Retail

Is Kohl's (KSS) Share Price Misaligned With Cash Flow And Earnings Valuation Models

If you are wondering whether Kohl's current share price really reflects what the business is worth, you are not alone. This article is going to focus squarely on that question. Kohl's last closed at US$17.71, with returns of a 9.5% decline over the past week, 0.3% over the last month, a 17.0% decline year to date, but 53.4% over the past year, which can change how investors think about both risk and potential. Recent headlines around Kohl's have centered on the broader state of department...
NasdaqGS:AAPL
NasdaqGS:AAPLTech

Apple’s Houston Manufacturing Buildout Reshapes Supply Chain And AI Story

Apple is expanding U.S. manufacturing with Mac Mini production in Houston and new assembly lines for advanced AI servers. The company is working with semiconductor partners to reinforce the domestic chip supply chain. Apple is investing in workforce training to support its growing U.S. manufacturing footprint. For investors watching NasdaqGS:AAPL, this manufacturing shift sits alongside a share price of $272.14 and multi year gains, including 10.6% over the past year and 123.3% over five...
NasdaqGS:DOCU
NasdaqGS:DOCUSoftware

Does DocuSign’s (DOCU) Anthropic Tie-Up Deepen Its AI Moat Or Highlight Platform Dependence?

On 24 February 2026, Anthropic announced that Docusign’s Intelligent Agreement Management platform is now available within its Cowork product, allowing organizations to draft, review, route, and execute agreements end‑to‑end through natural language prompts. This move extends Docusign’s AI-native agreement tools directly into a leading AI workspace, potentially deepening its role in legal, sales, procurement, and HR workflows. Next, we’ll examine how embedding IAM into Anthropic’s Cowork...
NasdaqGS:MIDD
NasdaqGS:MIDDMachinery

Assessing Middleby (MIDD) Valuation After Recent Share Price Momentum

Why Middleby is on investors’ radar today Middleby (MIDD) has drawn fresh attention after recent share price moves, with the stock up about 10% over the past month and roughly 37% over the past 3 months. See our latest analysis for Middleby. That recent 30 day share price return of 10% and 90 day gain of 36.82% suggest momentum has picked up, although the 1 year total shareholder return of a 4.87% decline shows longer term holders have not seen the same benefit. If Middleby’s move has you...
NYSE:BALL
NYSE:BALLPackaging

Assessing Ball’s Valuation After Sustainability Awards Highlight Carbon Free Aluminium And Refillable Packaging

Why Ball (BALL) just caught investors’ attention Ball (BALL) has just picked up two sustainability awards at Paris Packaging Week, spotlighting its work on carbon free aluminium smelting with Alcoa and Unilever, as well as its MEADOW KAPSUL recyclable refill system. See our latest analysis for Ball. These sustainability awards land at a time when Ball’s share price has climbed 16.0% over the past month and 34.0% over the past quarter, while its 1 year total shareholder return of 30.9%...
NYSE:PHM
NYSE:PHMConsumer Durables

Assessing PulteGroup (PHM) Valuation After A Strong Multi Year Shareholder Return Run

What PulteGroup’s recent performance tells you PulteGroup (PHM) has caught investor attention after a strong run, with the stock showing double digit total returns over the past year and past 3 months, alongside modest annual revenue growth and essentially flat net income growth. See our latest analysis for PulteGroup. At a share price of $140.90, PulteGroup has seen a 12.58% 1 month share price return and an 18.33% year to date share price return, while the 1 year total shareholder return of...
NasdaqGS:NMRK
NasdaqGS:NMRKReal Estate

Newmark Expands Asia Pacific Research Leadership With Singapore Appointment

Newmark Group (NasdaqGS:NMRK) has appointed Shanting Wong as Head of Research in Singapore. The new role is focused on expanding research and analytics coverage across Asia Pacific markets. The appointment reflects the firm’s push to deepen its global research and advisory capabilities. Newmark Group is a global commercial real estate services firm, and research is a core part of how it supports investors, occupiers, and capital markets clients. By adding senior research leadership in...
NasdaqGS:AVPT
NasdaqGS:AVPTSoftware

Did Brown Capital’s AVPT Stake and AI Focus Just Shift AvePoint’s Investment Narrative?

In the fourth quarter of 2025, Brown Capital Management added AvePoint, Inc. to its Small Company Fund, highlighting the company's cloud-native data management software, AI-focused product expansion, GAAP profitability, and strong cash position with no debt. This fund inclusion underscores how AvePoint's combination of AI-enabled offerings, revenue growth ambitions, and balance sheet strength is drawing attention from institutional investors. Next, we'll examine how Brown Capital...
NasdaqGS:TRIN
NasdaqGS:TRINCapital Markets

A Look At Trinity Capital’s Valuation As Q4 Earnings And Upgraded EPS Estimates Draw Attention

Q4 earnings report puts Trinity Capital (TRIN) in focus Trinity Capital (TRIN) is drawing attention as it prepares to release its fourth quarter earnings before the market opens, with investors watching how expectations for revenue and earnings per share compare with reported results. See our latest analysis for Trinity Capital. At a share price of US$15.02, Trinity Capital has seen a 2.18% 1 day share price return and a softer 30 day share price return of 9.08% decline. The 1 year total...
NYSE:EE
NYSE:EEOil and Gas

Assessing Excelerate Energy (EE) Valuation After Strong Recent Share Price Momentum

Event context and recent share performance Excelerate Energy (EE) has attracted fresh attention after a sharp move in its share price, with the stock showing double digit returns over the past month and the past 3 months. Investors may be reassessing the company’s liquefied natural gas focused model and growth profile in light of this recent performance. See our latest analysis for Excelerate Energy. Beyond the recent surge, Excelerate Energy’s 30 day share price return of 17.69% and 90 day...
NYSE:MSA
NYSE:MSACommercial Services

MSA Safety Puts Acquisitions In Focus While Balancing Earnings And Buybacks

MSA Safety (NYSE:MSA) recently highlighted that it is actively pursuing acquisitions to drive inorganic growth. The company’s CEO has put mergers and acquisitions at the forefront, signaling a possible shift in capital allocation priorities. This focus on deal making comes on top of its regular earnings, dividend, and buyback updates. MSA Safety, known for its industrial and personal safety equipment, sits in a segment where scale, product breadth, and customer relationships can matter a...
NYSE:AGO
NYSE:AGOInsurance

Is Dividend Hike And Annuity Re Entry Altering The Investment Case For Assured Guaranty (AGO)?

Assured Guaranty Ltd. recently declared a higher quarterly dividend of US$0.38 per common share, up from US$0.34, payable on March 20, 2026 to shareholders of record on March 6, 2026. Alongside this dividend increase, the completed acquisition of Bermuda-based Warwick Re Limited, now Assured Life Reinsurance Ltd., marks Assured Guaranty’s move into the annuity reinsurance market and broadens its insurance footprint. Next, we’ll examine how the higher dividend signals capital flexibility and...
NYSE:AVB
NYSE:AVBResidential REITs

Will AvalonBay’s (AVB) New Developments and Buybacks Reshape Its Capital Allocation Narrative?

AvalonBay Communities recently reported its Q4 2025 results, highlighting strong resident retention, the launch of US$1.65 billion in new development projects with an initial stabilized yield of 6.2%, and nearly US$490 million in share repurchases. These moves underscore management’s confidence in AvalonBay’s long-term outlook, with fresh development commitments and buybacks signaling a firm focus on growth and capital returns. Next, we’ll examine how AvalonBay’s US$1.65 billion development...
NYSE:FDS
NYSE:FDSCapital Markets

FactSet Anthropic AI Partnership Sparks Questions On Valuation And Adoption

FactSet Research Systems (NYSE:FDS) has partnered with Anthropic to integrate FactSet’s financial data into the Claude AI model. The collaboration introduces a new AI tool that gives Claude users direct access to FactSet’s financial content inside Anthropic’s platform. This move is intended to broaden the use of FactSet data across the financial industry and support AI driven research workflows. FactSet is best known for its financial data, analytics, and workflow tools used by asset...
NasdaqGS:HLIT
NasdaqGS:HLITCommunications

Harmonic Refocuses On Broadband As Partnerships Test Valuation Gap

Harmonic has agreed to sell its Video business to MediaKind, repositioning itself as a pure-play broadband company. The company is integrating its broadband technology with ATX Networks to support cable operators upgrading their networks. A multi-year agreement with izzi in Mexico targets large scale fiber expansion using Harmonic solutions. Harmonic, ticker NasdaqGS:HLIT, is refocusing around broadband at a time when its shares trade at $10.44. The stock shows mixed longer term...
NYSE:ECL
NYSE:ECLChemicals

Is It Too Late To Consider Ecolab (ECL) After Its Strong Share Price Run?

If you are wondering whether Ecolab's share price still offers value after a strong run, it helps to step back and look closely at what the current market price may already be factoring in. At a last close of US$308.16, the stock has returned 1.4% over the past week, 9.3% over the past month, 17.3% year to date, 17.2% over 1 year and 53.9% over 5 years. This raises fair questions about how much upside or risk is now priced in. Those moves are set against a backdrop of ongoing interest in...
NasdaqGS:BUSE
NasdaqGS:BUSEBanks

A Look At First Busey (BUSE) Valuation As Profitability And Credit Concerns Resurface

Why recent profitability concerns are drawing attention to First Busey Recent commentary around First Busey (BUSE) has focused on a weaker net interest margin and expectations for lower tangible book value per share, raising fresh questions about the bank's profitability and credit quality profile. See our latest analysis for First Busey. At a share price of US$25.48, First Busey has a 30 day share price return of 3.54% and a 1 year total shareholder return of 11.25%. This suggests some...
NYSE:WAB
NYSE:WABMachinery

How Investors May Respond To Westinghouse Air Brake Technologies (WAB) Acquisition Of Dellner Couplers And Mixed Q4 Results

In February 2026, Westinghouse Air Brake Technologies Corporation reported fourth-quarter 2025 results showing sales rising to US$2,965 million from US$2,583 million a year earlier, while net income eased to US$202 million from US$212 million and earnings per share ticked down despite the company continuing its share repurchase program. Alongside these results, Wabtec completed its acquisition of Dellner Couplers and issued 2026 sales guidance of US$12.19–US$12.49 billion, underlining a push...
NasdaqGM:MDB
NasdaqGM:MDBIT

Why MongoDB (MDB) Is Down 11.8% After Rising AI Expectations Ahead of Earnings And What's Next

In recent weeks, analysts and institutional investors have highlighted MongoDB’s role in powering AI-driven and GenAI applications, while channel checks and prior results pointed to solid demand for its Atlas cloud platform and raised full-year outlook. At the same time, broad macro headlines, including tariff proposals and sector-wide AI-related volatility, have sharpened attention on how MongoDB’s AI positioning and new CEO-led go-to-market changes could influence its longer-term business...