U.S. Beverage Stock News

NasdaqGS:MCHP
NasdaqGS:MCHPSemiconductor

Microchip Technology (MCHP) Quarterly Profit Return Tests Bullish Turnaround Narrative

Microchip Technology (MCHP) has put another quarter of positive EPS on the board in Q3 2026, with US$0.06 of basic EPS on revenue of US$1,186 million, while trailing twelve month figures still show a loss. The company has seen quarterly revenue move from US$970.5 million in Q4 2025 through US$1,026 million in Q3 2025 and US$1,163.8 million in Q2 2025 to the latest US$1,186 million. Over the same period, basic EPS has swung from a loss of US$0.29 to a profit of US$0.06, setting up an earnings...
NasdaqGS:MCW
NasdaqGS:MCWConsumer Services

A Look At Mister Car Wash (MCW) Valuation As Growth Concerns And Leverage Risks Draw Attention

What is driving attention on Mister Car Wash right now? Recent commentary around Mister Car Wash (MCW) has focused on weak same store sales over the past two years and a relatively high net debt to EBITDA ratio. This has raised questions about growth, balance sheet flexibility, and potential dilution risk. See our latest analysis for Mister Car Wash. The recent concerns around same store sales and leverage sit against a mixed price picture, with a 90 day share price return of 19.69% and a 1...
NasdaqGS:CRWV
NasdaqGS:CRWVIT

Nvidia’s US$2b Bet And ARENA Launch Refocus Attention On CoreWeave Valuation

Nvidia is investing $2b in CoreWeave and deepening its commercial partnership with the company. CoreWeave has launched CoreWeave ARENA, a product designed for testing and tuning AI workloads at production scale. These developments highlight Nvidia's closer alignment with CoreWeave in cloud AI infrastructure. CoreWeave (NasdaqGS:CRWV) operates in the AI infrastructure space, and Nvidia's $2b commitment has drawn additional attention to its role in supplying GPU-heavy cloud capacity. The...
NYSE:ADM
NYSE:ADMFood

Is Archer-Daniels-Midland (ADM) Pricing Look Compelling After Strong One Year Share Gain

If you are wondering whether Archer-Daniels-Midland is still fairly priced or offering value, this article walks through what the numbers actually say about the stock today. The share price recently closed at US$66.33, with returns of 13.3% over the last 30 days, 12.3% year to date and 50.6% over the last year, while the 7 day return was a 1.5% decline and the 3 year return sits at an 11.5% decline compared to a 35.9% gain over 5 years. Recent attention on Archer-Daniels-Midland has centered...
NYSE:CPNG
NYSE:CPNGMultiline Retail

Coupang (CPNG) Is Down 12.1% After Massive Data Breach Triggers Legal And Regulatory Backlash

Coupang is grappling with the fallout from a massive data breach that exposed personal information from over 33 million users, triggered regulatory investigations, prompted senior leadership changes, and led to multiple securities class action lawsuits alleging misleading disclosures about its cybersecurity. The breach has also strained South Korea–US relations, with officials linking the incident and Coupang’s delayed detection to broader concerns over trade, security, and the handling of...
NYSE:CMI
NYSE:CMIMachinery

Cummins (CMI) Margin Compression Challenges Bullish Earnings Growth Narratives

Cummins (CMI) has wrapped up FY 2025 with Q4 revenue of US$8.5b and basic EPS of US$4.29, alongside trailing twelve month revenue of US$33.7b and EPS of US$20.62 framing the full year picture. The company has seen quarterly revenue move from US$8.4b in Q4 2024 to US$8.5b in Q4 2025, while basic EPS shifted from US$3.04 to US$4.29 over the same period. Trailing net profit margin is 8.4% compared with 11.6% a year earlier, so the latest print puts the spotlight squarely on how much of that...
NYSE:MAN
NYSE:MANProfessional Services

A Look At ManpowerGroup (MAN) Valuation After Stronger Than Expected Q4 Revenue And Recent Share Price Rebound

ManpowerGroup (MAN) is back in focus after its fourth quarter earnings update, where revenue growth exceeded expectations even as profit pressures persisted and operational changes began to show sequential improvement. See our latest analysis for ManpowerGroup. ManpowerGroup’s recent 22.99% 1 month share price return and 27.62% 3 month share price return suggest improving momentum after a weak patch, even though the 1 year total shareholder return of 32.98% remains firmly negative. If this...
NasdaqGS:WEN
NasdaqGS:WENHospitality

Assessing Wendy's (WEN) Valuation As Weak Same Store Sales And High Leverage Pressure Sentiment

Recent commentary around Wendy's (WEN) has focused on weak same store sales and flat sales projections, with its high net debt to EBITDA ratio raising fresh questions about financial flexibility. See our latest analysis for Wendy's. Wendy's latest share price of $8.02 sits against a 90 day share price return of a 10.59% decline and a 1 year total shareholder return of a 41.07% loss, suggesting sentiment has weakened as investors weigh softer same store sales and higher leverage. If concerns...
NYSE:SLQT
NYSE:SLQTInsurance

SelectQuote (SLQT) Q2 Profit Beat And Low P/E Challenge Bearish Earnings Narratives

SelectQuote Q2 2026 earnings snapshot SelectQuote (SLQT) just posted Q2 2026 results with revenue of US$537.1 million and basic EPS of US$0.37, anchored by net income of US$69.3 million. The company reported revenue of US$481.1 million and EPS of US$0.31 in Q2 2025 compared with US$537.1 million and EPS of US$0.37 in Q2 2026. Trailing 12 month EPS reached US$0.30 on revenue of about US$1.6 billion. With the business now profitable on a trailing basis, investors may focus on how durable these...
NasdaqGS:CRUS
NasdaqGS:CRUSSemiconductor

Cirrus Logic (CRUS) Is Up 9.5% After Q3 Beat, AI Audio Pivot And Buybacks - What's Changed

Cirrus Logic reported its fiscal third-quarter 2026 results on February 3, 2026, with revenue rising to US$580.62 million and net income to US$140.31 million, while issuing fourth-quarter revenue guidance of US$410 million to US$470 million and completing a US$155.97 million share repurchase program. Management highlighted strong demand for smartphone audio products and ongoing diversification into PCs, AI-enabled voice interfaces, and automotive haptics, which together are reshaping the...
NasdaqGM:WVE
NasdaqGM:WVEPharmaceuticals

Will Regaining Full Rights to WVE-006 and Pursuing FDA Fast Track Change Wave Life Sciences' (WVE) Narrative

In early February 2026, Wave Life Sciences announced it had regained full global rights to WVE-006, its investigational GalNAc-conjugated RNA editing therapy for the rare genetic condition alpha-1 antitrypsin deficiency, from GSK and is now accelerating its US regulatory plans, including discussions on a potential FDA accelerated approval pathway. An important implication is that Wave now retains all future economics for WVE-006 in alpha-1 antitrypsin deficiency while still maintaining a...
NYSE:BRC
NYSE:BRCCommercial Services

Assessing Brady (BRC) Valuation After A Stronger Than Expected Third Quarter Performance

Brady (BRC) is back in focus after reporting a third quarter where revenue topped expectations by 2.6%, with management pointing to organic sales growth across the Americas, Asia, Europe and Australia. See our latest analysis for Brady. That stronger third quarter has fed directly into the recent share price performance, with Brady’s 30-day share price return of 14.62% and 90-day share price return of 22.47% pointing to building momentum on the back of better sentiment. At the same time, a...
NYSE:ALK
NYSE:ALKAirlines

Alaska Air Group Integration Milestone Raises Questions On Valuation And Momentum

Alaska Air Group secured a single operating certificate for Alaska Airlines and Hawaiian Airlines, completing a key regulatory step in their integration. The company reports that cost and revenue synergies from the combination are tracking ahead of plan. Early booking trends for 2026 are described as strong, pointing to solid demand signals across the combined network. Alaska Air Group (NYSE:ALK) is drawing attention as it moves forward with integrating Hawaiian Airlines, while its share...
NYSE:MKL
NYSE:MKLInsurance

A Look At Markel Group (MKL) Valuation After Its Earnings Beat And Capital Returns

What Markel’s latest earnings mean for shareholders Markel Group (MKL) just posted Q4 and full year 2025 results that came in ahead of analyst expectations, with every reportable segment profitable and net premiums earned supporting higher revenue and earnings per share. The insurer also highlighted better underwriting in its core Markel Insurance business, continued favorable reserve development for the 21st year, and a focus on efficiency through restructuring and increased technology and...
NasdaqGS:NSIT
NasdaqGS:NSITElectronic

Profit Margin Slide At Insight Enterprises (NSIT) Tests Bullish Valuation Narrative

Insight Enterprises (NSIT) closed out FY 2025 with fourth quarter revenue of US$2.0 billion and basic EPS of US$1.68, alongside trailing twelve month revenue of US$8.2 billion and EPS of US$5.00, setting a clear snapshot of its recent earnings power. The company has seen quarterly revenue fluctuate in a tight band between US$2.0 billion and US$2.1 billion across 2025, while basic EPS moved from US$0.24 in Q1 to the US$1.47 to US$1.68 range in the following quarters, giving investors a cleaner...
NYSE:NOMD
NYSE:NOMDFood

How Investors Are Reacting To Nomad Foods (NOMD) Affirmed Dividend Amid ERP-Linked Operational Pressures

Nomad Foods Limited recently declared a cash dividend of US$0.17 per share, payable on February 26, 2026 to shareholders of record on February 11, 2026. This dividend affirmation comes as the company manages ongoing supply chain and revenue pressures linked to its SAP/ERP migration and an expanded capital return program. Next, we’ll examine how the affirmed dividend, alongside operational strains from the ERP rollout, shapes Nomad Foods’ broader investment narrative. Uncover the next big...
NYSE:CVX
NYSE:CVXOil and Gas

Is Chevron (CVX) Pricing Look Attractive After Strong Multi Year Share Gains

Investors may be wondering whether Chevron's current share price reflects a fair deal for long term holders, or if the stock is leaning toward expensive territory. Chevron recently closed at US$180.86, with returns of 2.2% over 7 days, 16.5% over 30 days, 16.0% year to date, 24.0% over 1 year and 19.3% over 3 years. The 5 year return stands at 141.7%. Recent headlines around Chevron have kept investors focused on how large energy companies are positioned within the sector and what that might...
NasdaqGS:APP
NasdaqGS:APPSoftware

Assessing AppLovin (APP) Valuation After AI Competition Fears And Sector Selloff

The latest slide in AppLovin (APP) stock was sparked by growing concern that new AI tools like CloudX and Google’s Project Genie could threaten its mobile advertising and gaming businesses. See our latest analysis for AppLovin. Those AI related fears have hit the share price hard in the short term, with a 30 day share price return of a 35.74% decline and a year to date share price return of a 34.22% decline. This comes even though the 3 year total shareholder return is very large and the 1...
NYSE:AS
NYSE:ASLuxury

Assessing Amer Sports (AS) Valuation After Recent Share Price Moves And High P/E Expectations

Amer Sports stock: what recent returns say about investor sentiment Amer Sports (AS) has drawn attention after a 4.98% move over the past day, adding to a 2.4% gain in the past week, even as the past month shows a 2.3% decline. See our latest analysis for Amer Sports. Looking beyond the latest move, Amer Sports’ 1 day and 7 day share price returns sit against a year to date share price return that is broadly flat, while the 1 year total shareholder return of 21.23% points to stronger longer...
NasdaqGS:MRCY
NasdaqGS:MRCYAerospace & Defense

Assessing Mercury Systems (MRCY) Valuation After Earnings Beat And Ongoing Losses

Mercury Systems (MRCY) just released quarterly results that beat analyst expectations on both earnings and revenue, driven by accelerated customer deliveries and a strong backlog, yet the company remains loss making with cautious commentary. See our latest analysis for Mercury Systems. The earnings beat and record backlog helped the share price gain 3.96% on the day. That follows a 12.44% 7 day share price return decline and a softer 30 day move, while the 1 year total shareholder return of...
NYSE:EQH
NYSE:EQHDiversified Financial

Assessing Equitable Holdings (EQH) Valuation After Weaker Q4 2025 Earnings And Softer Shareholder Sentiment

Why Equitable Holdings' latest earnings matter for shareholders Equitable Holdings (EQH) just reported weaker Q4 2025 results, with lower revenue and profitability than a year earlier and below market expectations, after higher mortality claims and commission costs pressured performance. See our latest analysis for Equitable Holdings. Equitable Holdings' share price has been under pressure recently, with a 30 day share price return of a 4.65% decline and a year to date share price return of a...
NYSE:USFD
NYSE:USFDConsumer Retailing

Is US Foods (USFD) Quietly Redefining Its Edge Through Network Optimization And Higher‑Margin Focus?

In recent days, US Foods Holding has drawn attention as investors look ahead to its December 2025 earnings report, with analyst forecasts calling for higher revenue and earnings alongside continued operational efficiency efforts. At the same time, management’s emphasis on network optimization, digital ordering, and higher-margin fresh and specialty categories is sharpening the company’s long-term value-creation story for foodservice customers. We’ll now examine how this focus on network...
NYSE:RBC
NYSE:RBCMachinery

RBC Bearings (RBC) Margin Gain And 23.9% Earnings Growth Test Rich 64x P/E Narrative

RBC Bearings (RBC) just posted its Q3 2026 numbers, reporting revenue of US$461.6 million and basic EPS of US$2.14. This is set against trailing 12-month EPS of US$8.55 and net income of US$268.6 million, which reflects earnings growth of 23.9% over the past year. The company’s quarterly revenue has moved from US$394.4 million in Q3 2025 to US$461.6 million in Q3 2026, while basic EPS over that span increased from US$1.83 to US$2.14. These results may be of interest to investors who are...
NYSE:CLH
NYSE:CLHCommercial Services

Is It Too Late To Consider Clean Harbors (CLH) After A 211% Five-Year Run?

If you have been wondering whether Clean Harbors shares still offer solid value after a strong run, this article will walk through what the current price might be implying. The stock last closed at US$265.98, with returns of 2.3% over 7 days, 9.4% over 30 days, 9.3% year to date, 13.5% over 1 year, 98.3% over 3 years and 211.4% over 5 years. This performance may have shifted how some investors think about its future risk and reward. Recent coverage has focused on Clean Harbors as a key...