U.S. Auto Components Stock News

NasdaqGM:AXSM
NasdaqGM:AXSMPharmaceuticals

Axsome Therapeutics Q4 Revenue Surge Tests Bulls’ Profitability Narrative

Axsome Therapeutics (AXSM) closed FY 2025 with Q4 revenue of US$196.0 million and a basic EPS loss of US$0.56, alongside a net income loss of US$28.6 million, keeping profitability firmly in focus for investors. The company has seen quarterly revenue move from US$118.8 million in Q4 2024 to US$196.0 million in Q4 2025, while basic EPS has shifted from a loss of US$1.54 to a loss of US$0.56 over the same period. This frames a story where top line scale is running ahead of bottom line progress...
NasdaqGS:SMCI
NasdaqGS:SMCITech

A Look At Super Micro Computer’s Valuation As AI Guidance And Insider Buying Lift Growth Expectations

Super Micro Computer (SMCI) recently lifted its full year revenue guidance to at least US$40b, well ahead of earlier consensus. Over 90% of this guidance is tied to AI platforms, and fresh insider share purchases reinforce management conviction. See our latest analysis for Super Micro Computer. Even with the raised revenue guidance and insider buying, the share price has been under pressure recently, with a 1 year total shareholder return of about a 41% decline following a very large 5 year...
NasdaqGS:FFIV
NasdaqGS:FFIVCommunications

Assessing F5 (FFIV) Valuation After New Scality Alliance Targets Growing AI Infrastructure Demand

F5 (FFIV) drew fresh attention after expanding its partnership with Scality, linking F5’s Application Delivery and Security Platform to Scality’s S3 compatible object storage to support large scale AI and analytics workloads. See our latest analysis for F5. Despite the AI focused partnership news, F5’s share price of US$269.52 comes after a 12.3% 90 day share price return and a 3 year total shareholder return of 91.6%. This suggests that longer term momentum has been stronger than the recent...
NYSE:EXR
NYSE:EXRSpecialized REITs

A Look At Extra Space Storage (EXR) Valuation As Shares Show Recent Short Term Momentum

Why Extra Space Storage Is Getting Attention Now Extra Space Storage (EXR) is drawing fresh interest after recent share moves, including a one-month return of about 6% and a past three-month gain of roughly 14%, prompting closer scrutiny of its fundamentals. See our latest analysis for Extra Space Storage. At around US$150.41, Extra Space Storage’s recent 7 day share price return of 2.77% and 90 day share price return of 13.63% suggest building momentum, even though the 1 year total...
NYSE:AFL
NYSE:AFLInsurance

Assessing Aflac (AFL) Valuation After Recent Steady Share Price Performance

Why Aflac (AFL) Is On Investors’ Radar Today Aflac (AFL) has drawn attention after recent trading left the stock roughly flat over the past 3 months but higher over the past month, prompting investors to reassess what they are paying for its insurance earnings. See our latest analysis for Aflac. At around $112 per share, Aflac’s recent 4.9% 1 month share price return sits against a much stronger backdrop, with a 1 year total shareholder return of 10.3% and 5 year total shareholder return of...
NasdaqGS:SPSC
NasdaqGS:SPSCSoftware

SPS Commerce Bets On MAX AI To Reshape Supply Chain Relationships

SPS Commerce (NasdaqGS:SPSC) has introduced MAX, a new suite of embedded AI tools aimed at improving supply chain operations. MAX is built into customers' existing workflows and is designed to monitor, guide, and automate processes across SPS Commerce's network. The release positions MAX as a differentiated AI offering focused on practical, day to day supply chain decision support. SPS Commerce, trading on NasdaqGS as SPSC, is rolling out MAX at a time when its shares are at $54.22 and...
NasdaqGS:NBIS
NasdaqGS:NBISSoftware

A Look At Nebius Group’s Valuation As AI Infrastructure Wins And Growth Targets Drive Optimism

Recent news around Nebius Group (NasdaqGS:NBIS) has centered on rising contracted power guidance, strong demand for its AI cloud services, ambitious 2026 revenue targets, and fresh momentum from major data center projects and customer wins. See our latest analysis for Nebius Group. The recent news flow around larger AI infrastructure contracts, raised contracted power guidance and the Tavily acquisition has coincided with building momentum, with a 30 day share price return of 6.47% and a 1...
NYSE:LUMN
NYSE:LUMNTelecom

Is Lumen Technologies’ (LUMN) AI Network Push Quietly Rewriting Its Turnaround Narrative?

In February 2026, Blue Planet announced that Lumen Technologies adopted its OSS-native AI Studio platform to deploy AI agents across multiple network domains, aiming to boost operational efficiency and customer experience while Lumen also expanded its enterprise portfolio with a Multi-Cloud Gateway and enhanced metro data-center connectivity for AI and hybrid workloads. These moves, combined with recent upgrades to Lumen’s credit ratings from all three major agencies, highlight a pivot...
NYSE:NPO
NYSE:NPOMachinery

How Investors Are Reacting To Enpro (NPO) 2026 Growth Targets, Dividend Bump, And M&A Capacity

Enpro Inc. reported past fourth-quarter 2025 sales of US$295.4 million and a net loss of US$32 million, issued 2026 revenue growth guidance of 8% to 12%, and signaled ongoing capacity for acquisitions under its Enpro 3.0 framework. The company is pairing a small quarterly dividend increase to US$0.32 per share with plans to pursue acquisitions that add technology, talent, and process expertise in its key growth areas. We’ll now examine how Enpro’s 2026 revenue guidance and acquisition...
NYSE:KKR
NYSE:KKRCapital Markets

Is It Time To Reassess KKR (KKR) After Its Recent Share Price Slide

If you are trying to figure out whether KKR is attractively priced or not, starting with a clear view of its current value story can help you frame your next move. KKR's share price recently closed at US$92.19, after a 9.4% decline over the last 7 days, a 24.0% decline over 30 days, a 28.5% decline year to date and a 29.3% decline over 1 year. Over longer periods, the 3 year and 5 year returns sit at 69.4% and 107.9% respectively. These moves have come alongside ongoing attention on global...
NYSE:PFGC
NYSE:PFGCConsumer Retailing

Is Performance Food Group (PFGC) Still Attractive After Its Recent Share Price Gains

If you are wondering whether Performance Food Group's share price still offers value at around US$95.79, you are not alone. Many investors are asking the same question before making their next move. The stock has seen a 2.3% decline over the last 7 days, a 2.0% gain over 30 days, and is up 8.8% year to date, with a 15.6% return over 1 year, 65.2% over 3 years and 70.9% over 5 years. These figures may influence how you think about its risk and reward trade off. Recent company updates and...
NYSE:OKLO
NYSE:OKLOElectric Utilities

Oklo’s Fuel Recycling Bet And Partnerships Raise Execution Questions For Investors

Oklo (NYSE:OKLO) announced plans for a privately funded advanced nuclear fuel recycling facility intended to improve fuel use and reduce waste. The company is expanding into radioisotope production through its acquisition of Atomic Alchemy, targeting new commercial applications. Oklo also reported deeper partnerships with firms including Meta Platforms and Siemens Energy, aimed at broader adoption of its clean energy solutions. For investors watching NYSE:OKLO, these moves come as the stock...
NYSE:HSY
NYSE:HSYFood

Are Ingredient Disputes Exposing Deeper Questions About Hershey’s Brand Strength And Pricing Power (HSY)?

In recent weeks, Hershey has been challenged by public claims from a Reese family member that Reese’s ingredients have been cheapened, which the company disputes, while also confronting softer unit sales, higher costs and pressure on operating margins. This clash between brand heritage concerns and evidence of less profitable incremental growth raises questions about how resilient Hershey’s product portfolio and pricing power really are. Next, we’ll examine how this ingredient controversy,...
NYSE:BIRK
NYSE:BIRKLuxury

How Birkenstock’s Q1 Beats, Store Expansion and Buyback Plans Could Shape Birkenstock Holding (BIRK) Investors

Earlier in February 2026, Birkenstock Holding plc reported higher first-quarter sales of €401.9 million and net income of €50.56 million, reaffirmed its full-year 2026 guidance, outlined plans to open about 40 new own-retail stores, and said its Board will consider a potential share repurchase program. Taken together with easing tariff pressures and a continued push into closed shoes, these moves highlight Birkenstock’s focus on controlled expansion, brand stewardship, and potentially more...
NasdaqGS:NVAX
NasdaqGS:NVAXBiotechs

Assessing Novavax (NVAX) Valuation After Recent Share Price Momentum And Mixed Long Term Returns

What recent performance says about Novavax (NVAX) Novavax (NVAX) has quietly posted mixed share performance recently, with a 1 day return of 1.7%, a 7 day move of 7.6%, and gains over the past month and past 3 months. For longer term holders the picture is different, with a 1 year total return of 26.3%, around 8% over 3 years, and a much weaker 5 year outcome, which may influence how you frame risk and expectations. See our latest analysis for Novavax. At a share price of $9.36, Novavax has...
NasdaqGS:ALGT
NasdaqGS:ALGTAirlines

Assessing Allegiant Travel (ALGT) Valuation After Dollywood Flight #925 Collaboration Draws Fresh Attention

Allegiant Travel (ALGT) has drawn fresh attention after unveiling Flight #925, a themed Orlando to Knoxville route created with Dollywood Parks & Resorts. The offering pairs air travel with exclusive theme park, entertainment, and lodging perks. See our latest analysis for Allegiant Travel. The latest Flight #925 announcement comes after a stretch of strong momentum in Allegiant Travel’s share price, with a 43% 90 day share price return and 27.06% 1 year total shareholder return, contrasted...
NasdaqGS:DPZ
NasdaqGS:DPZHospitality

Domino's Board Shift Links Director Exit To Capital Return Focus

Domino's Pizza (NasdaqGS:DPZ) board director James A. Goldman is retiring after more than 15 years of service. His departure marks a governance transition for the company as it reshapes its board composition. The change comes at a time when board oversight of strategy, risk and capital allocation remains a key focus for investors. Domino's Pizza, known for its global pizza delivery and carryout business, operates in a sector where digital ordering, delivery logistics and franchise health...
NYSE:CIEN
NYSE:CIENCommunications

Assessing Ciena (CIEN) Valuation After A Sharp Multi‑Month Share Price Surge

Recent performance snapshot Ciena (CIEN) has attracted fresh attention after a strong share price move over the past month, with a return of about 50%, and roughly 76% over the past 3 months. This has prompted investors to reassess the stock. See our latest analysis for Ciena. That surge comes on top of a 40.1% year to date share price return and a very large 1 year total shareholder return. Together, these point to strong recent momentum and a meaningful shift in how the market is pricing...
NYSE:PRGO
NYSE:PRGOPharmaceuticals

Is Perrigo (PRGO) Pricing Reflect The Recent Long Term Share Price Slide

If you are looking at Perrigo and wondering whether the recent share price reflects its true worth, this article will walk you through what the numbers are saying about value. The stock closed at US$14.55, with returns of 0.1% over 7 days, a 1.2% decline over 30 days, 4.8% year to date, and declines of 39.1% over 1 year, 54.5% over 3 years, and 58.8% over 5 years, which can change how investors see both risk and upside potential. Recent news coverage around Perrigo has focused on its...
NYSE:KBH
NYSE:KBHConsumer Durables

KB Home (KBH) Valuation Check As Analysts Flag Weaker Revenue And Earnings Outlook

KB Home (KBH) is back in focus after analysts flagged that upcoming results are expected to show weaker revenue and earnings versus last year, with recent estimate changes appearing to weigh more heavily on the stock. See our latest analysis for KB Home. At a share price of US$64.36, KB Home has seen a 9.01% 1 month share price return and a 12.77% year to date share price return. The 3 year total shareholder return of 90.48% contrasts with softer recent moves as analysts focus on potentially...
NYSE:TDG
NYSE:TDGAerospace & Defense

A Look At TransDigm Group (TDG) Valuation After Recent Share Price Pullback And Strong Long Term Returns

Recent share performance context for TransDigm Group Recent price moves in TransDigm Group (TDG) have drawn investor attention, with the stock showing mixed returns across different periods and prompting closer scrutiny of its fundamentals and valuation. See our latest analysis for TransDigm Group. The recent pullback, with a 1 month share price return of an 8.67% decline and a year to date share price return of a 4.59% decline from US$1,296.15, contrasts with a 1 year total shareholder...
NasdaqGM:DJT
NasdaqGM:DJTInteractive Media and Services

Why Trump Media (DJT) Is Down 9.3% After Bearish Trading Signals And Mixed Insider Activity - And What's Next

Earlier in 2026, Trump Media & Technology Group saw its post-merger trading momentum weaken as the stock slipped to new lows amid shifting market sentiment and technical pressure. Traders have highlighted fading short interest, increasingly bearish option positioning, and mixed insider transactions as key signals shaping how investors interpret the company’s public-market debut phase. We’ll now examine how the combination of bearish trading setups and recent insider activity may influence...
NasdaqGS:OKTA
NasdaqGS:OKTAIT

Is Okta (OKTA) Offering An Opportunity After Recent Share Price Slide?

If you are wondering whether Okta's share price today reflects its true worth, you are not alone. This article will walk through how the current market view compares with several common valuation checks. Okta's share price closed at US$69.51, with returns of 20.3% decline over 7 days, 23.4% decline over 30 days, 16.9% decline year to date, 23.5% decline over 1 year, 3.0% decline over 3 years, and 74.2% decline over 5 years. These moves may have shifted how investors think about its risk and...
NasdaqGS:WEN
NasdaqGS:WENHospitality

A Look At Wendy's (WEN) Valuation As Cautious 2026 Guidance And Activist Pressure Reshape Expectations

Wendy's (WEN) is back in focus after management paired cautious 2026 guidance, including flat global systemwide sales, with plans to close 5% to 6% of U.S. stores and rising pressure from activist Trian Partners. See our latest analysis for Wendy's. At a share price of US$7.77, Wendy's has seen a 3.9% one day share price decline and a 7.8% 90 day share price return decline, while the 1 year total shareholder return is down 48.3%. This suggests that recent activist headlines and cautious...