United Rentals (URI) stock outlook 2026: record Q1 revenue of $3.99B, raised guidance of $16.9-17.4B, and structural tailwinds from data centers, reshoring, and power infrastructure.
Norfolk Southern stock analysis for 2026: East Palestine derailment aftermath, PSR efficiency model, intermodal growth, coal decline, CSX competition, and whether the regulatory discount is overdone.
ONEOK (OKE) stock analysis 2026: Magellan Midstream acquisition integration, NGL and refined products pipeline diversification, 4.73% dividend yield, distribution coverage, P/E 16x, and comparison to Williams Companies and Kinder Morgan.
Williams Companies (WMB) stock analysis 2026: Transco pipeline capacity growth, fee-based midstream model, AI data center gas demand, LNG export tailwinds, 2.75% dividend yield, and how WMB compares to ONEOK and Kinder Morgan.
Cheniere Energy (LNG) stock analysis for 2026: $234 price, P/E 34.8x, Strong Buy consensus, $303 analyst target, Corpus Christi Stage 3 expansion, fixed-fee contract model, European and Asian LNG demand.
Dell Technologies (DELL) hit $113.5B in FY2026 revenue (+19% YoY) driven by AI-optimized server demand. But gross margins compressed to 20.0%—down from 23.8% in FY2024. Here's what that trade-off means for DELL investors in 2026.