US Stocks, page 2 of 41 — 24 articles published 2026-09-20 ~ 2026-09-22.
CDE (Coeur Mining) stock outlook for 2026: how Palmarejo, Rochester, Kensington, Wharf, and Las Chispas, now joined by Rainy River and New Afton from the New Gold merger, drive a leveraged bet on gold and silver prices, the Rochester ramp-up, a balance sheet that flipped to net cash, and AISC cost risk.
Patterson-UTI Energy (PTEN) 2026 stock outlook: a qualitative look at the drilling, completions and Ulterra drilling-products segments, the NexTier merger, natural-gas frac fleet conversion, oil-vs-gas activity mix, capital returns and key risks.
A 2026 outlook on EPRT (Essential Properties Realty Trust): the sale-leaseback origination machine behind its net-lease REIT model, granular diversification across car washes, QSRs, early childhood education and auto service tenants, cap-rate spread investing, tenant credit risk, and cost-of-capital sensitivity.
WSFS Financial (WSFS) 2026 stock analysis: the oldest bank in Delaware's net interest margin and deposit beta dynamics, the Bryn Mawr Trust wealth management fee engine, the Cash Connect ATM vault-cash logistics niche, CRE credit exposure, and how WSFS stacks up against peer regional banks.
AGX (Argan Inc) 2026 stock outlook: the Gas-to-Data power-plant EPC backlog boom, fixed-price execution risk, a Quanta/Primoris/MYR Group peer comparison, and US investor tax treatment.
KAI (Kadant Inc) stock outlook for 2026. A close look at the razor-and-blade consumables model behind paper, packaging, and wood-processing equipment, the disciplined bolt-on acquisition machine, industrial-cycle risk, and what US investors should track every quarter.
GATX (GATX) stock outlook 2026: the full-service railcar leasing moat, the roughly 101,000-car Wells Fargo Rail deal, the Rolls-Royce spare-engine JV, DOT-117 rules, rate risk, and a peer table vs. Union Tank Car and TrinityRail.
Dolby Laboratories (DLB) stock outlook for 2026: how the Dolby Atmos and Dolby Vision licensing engine turns audio and imaging patents into high-margin royalty revenue, what happens as core patents age out, the threat from royalty-free rivals like HDR10+ and DTS:X, growth levers in mobile, automotive, gaming and streaming, plus a peer comparison table and US tax notes for investors.
Murphy USA (MUSA) stock outlook 2026: the low-price fuel traffic model at 1,800+ Walmart-adjacent stores, the QuickChek acquisition, aggressive buybacks, fuel margin swings, EV risk, and a peer table against Casey's and Circle K.
QuidelOrtho (QDEL) 2026 stock outlook: how the Quidel and Ortho Clinical Diagnostics merger built a four-segment diagnostics portfolio spanning immunoassay, clinical chemistry, transfusion medicine, and point-of-care molecular testing, why merger debt and COVID-normalization risk are pressuring the multiple, a peer comparison against Abbott, BD, and bioMérieux, and a US-investor tax and monitoring framework.
AptarGroup (NYSE: ATR) stock analysis for 2026: nasal spray pumps, MDI inhaler valves, and injectable components in Pharma, prestige fragrance and cosmetic pumps in Beauty, and food and beverage closures. Covers the regulatory-lock moat, a peer comparison against Amcor, Berry Global, and West Pharmaceutical Services, capital gains tax treatment, and dividend growth track record.
WHD (Cactus Inc) stock outlook 2026: the wellhead and pressure control equipment maker behind the ticker, its SafeDrill moat, the Baker Hughes acquisition, shale-cycle risk, and capital gains tax rules for US investors.
LNT (Alliant Energy) stock outlook for 2026. A deep look at how this regulated Iowa and Wisconsin electric and gas utility turns rate base growth and allowed ROE into a 7%+ EPS CAGR target, what data center load growth changes, key risks, a peer comparison table, and the US tax angle for holding LNT.
A 2026 outlook on BRX (Brixmor Property Group), the internally managed REIT behind roughly 360 grocery-anchored open-air shopping centers and 64 million square feet of retail space. We cover the moat, same-property NOI growth near 5%, leasing spreads, peer comparison against other retail REITs, and the US tax mechanics dividend investors need to know.
Home BancShares (HOMB) 2026 stock outlook: how this Arkansas-based, Centennial Bank-operated multi-state community lender built one of the industry's highest ROA franchises through serial acquisitions like Mountain Commerce Bancorp, its Florida and Texas growth-market exposure, credit and rate risk, dividend policy, and the metrics US investors should track each quarter.
AIR (AAR Corp) stock outlook for 2026: the four-segment aviation aftermarket model, why an aging global fleet and OEM delivery delays favor AAR, the used-serviceable-material supply paradox, and how it stacks up against HEICO and TransDigm.
CWST Casella Waste Systems 2026 stock outlook: how Northeast US landfill permitting scarcity creates durable pricing power, the vertically integrated collection-to-disposal model, the roll-up acquisition growth engine, recycling exposure, leverage risk, and how it compares to Waste Management and Republic Services.
A 2026 outlook on Meritage Homes (MTH) stock: the spec-build entry-level strategy, energy-efficient homes as a real differentiator, a near-net-cash balance sheet, aggressive buybacks, and why rate-driven mortgage incentives keep compressing margins.
DAR (Darling Ingredients) stock outlook 2026: a qualitative deep dive into the rendering moat, the Diamond Green Diesel joint venture, 45Z tax credit and tariff policy risk, and feedstock spread volatility for US investors.
MOG.A (Moog Inc.) stock outlook for 2026, covering its dual-class share structure, aftermarket lock-in moat across aircraft and defense platforms, backlog visibility, Boeing production risk, and fixed-price contract exposure in plain qualitative terms.
A deep, qualitative ENS (EnerSys) stock outlook for 2026 covering the Motive Power, Reserve Power, and Specialty battery segments, its Thin Plate Pure Lead (TPPL) moat, in-house lead recycling, the Bren-Tronics defense acquisition, AI data center backup power demand, and lithium-ion transition risk.
LBRT (Liberty Energy) stock outlook for 2026, covering its position as a top North American hydraulic fracturing provider, the Liberty Power Innovations data-center power venture, oil-cycle risk, peer comparisons against Halliburton and ProFrac, and dividend durability.
APLE (Apple Hospitality REIT) stock outlook for 2026, covering FFO and AFFO mechanics, RevPAR cycles, brand-franchise risk with Marriott and Hilton, the monthly dividend structure, and how US investors should tax-plan around a non-qualified REIT payout.
HTGC (Hercules Capital) stock outlook for 2026, covering the venture-debt BDC business model, internally managed RIC dividend mechanics, rate-cut sensitivity, portfolio credit risk, and how it stacks up against peer BDCs.