U.S. Beverage Stock News

ACM Research recently announced plans to release a preliminary fiscal 2025 revenue range and its initial 2026 revenue outlook on January 22, alongside participation in the Needham Growth Conference earlier in the month. This combination of upcoming guidance and investor meetings has sharpened market focus on how customer spending plans may influence demand for ACM’s semiconductor manufacturing equipment. We’ll now examine how ACM Research’s forthcoming 2025 revenue range and 2026 outlook...

Why Owens Corning Is On Investors’ Radar Today Owens Corning (OC) has drawn attention after a period of mixed share performance, with a small move higher over the past week and month contrasting with weaker returns in the past 3 months and year. See our latest analysis for Owens Corning. At a share price of $114.15, Owens Corning’s recent 1 day share price return of 2.0% and weaker 1 year total shareholder return of 32.3% suggest short term momentum is picking up while longer term performance...

In recent analysis released before 5 January 2026, Meritage Homes was reported to have experienced a 34.4% decline in its sales backlog over two years, alongside earnings per share falling 16.8% annually and weakening returns on capital. This combination of a shrinking backlog, decreasing profitability, and lower capital efficiency suggests that Meritage’s earlier profit pools may be becoming harder to replicate. We’ll now examine how the sharp backlog contraction, and what it implies for...

In December 2025, Transformco (formerly Sears Holdings), Fidem and funds managed by Blue Owl Capital launched Aress Financial Services, a co-branded credit card origination and servicing joint venture built to streamline capital use and integrate rewards, underwriting and servicing on one platform. The venture unites Transformco's large-scale rewards program, Fidem's proprietary credit models refined on more than US$15.00 billion in managed assets, and Blue Owl's bespoke capital expertise to...

Recently, Rockwell Automation highlighted robust recurring software demand from AI-enabled factory projects across automotive, semiconductor, and warehousing customers, alongside management guidance for fiscal 2026 earnings per share of US$11.20 to US$12.20. This reinforces Rockwell’s role as a quieter but important way to gain exposure to AI-driven industrial automation and digital transformation, away from highly speculative AI names. Next, we’ll examine how accelerating AI-driven software...

Tuya Inc. announced in December 2025 that it had begun a shareholder‑approved buyback program, allowing the repurchase of up to 60,972,194 shares, or 10% of its issued share capital, funded from legally available resources under its governing rules and applicable regulations. An interesting angle is that this authorization sits against a share base of 609,721,949 shares as of June 2025, giving management considerable flexibility to adjust the capital structure and potentially influence...

In its recent quarterly update, Texas Roadhouse reported revenue slightly ahead of analyst expectations and solid same-store sales, while EBITDA fell short because of ongoing commodity inflation pressures. An important takeaway from management was the emphasis on strong guest traffic and maintaining value for diners, suggesting operational discipline is helping offset higher input costs. Against this backdrop of strong traffic but margin pressure from inflation, we’ll now explore how the...

With no specific news headline driving Martin Marietta Materials (MLM) today, investors may be looking instead at how its recent share moves and fundamentals compare with its longer term return figures and current earnings profile. See our latest analysis for Martin Marietta Materials. At a share price of $634.44, Martin Marietta Materials has seen relatively modest near term moves, with a 1 day share price return of 1.89%. Its 1 year total shareholder return of 23.34% and 3 year total...

Carrier Global Corporation recently reached a key milestone in the U.S. Department of Energy’s Commercial Building HVAC Technology Challenge by starting commercial field trials of its next-generation 10–14-ton rooftop heat pump at a large national retailer in upstate New York, after DOE-verified lab tests confirmed strong cold-climate performance and efficiency thresholds. This progress, alongside a 15-ton unit now under DOE and national lab testing, highlights Carrier’s push to offer...

Trigger and context for Delek US Holdings With no single headline event setting the tone, Delek US Holdings (DK) is drawing attention as investors weigh its recent share performance against its current earnings profile and integrated downstream energy footprint. See our latest analysis for Delek US Holdings. At a share price of $29.78, Delek US Holdings has had a 30 day share price return of an 18.21% decline and a 90 day share price return of a 5.55% decline, while its 1 year total...

Par Pacific Holdings (PARR) has recently drawn investor attention after a sharp share price pullback over the past month, even though its total returns over the past 3 months and 1 year remain positive. See our latest analysis for Par Pacific Holdings. That pullback contrasts with Par Pacific Holdings' 1-year total shareholder return of 114.49% and 5-year total shareholder return of 158.63%. At the same time, the 30-day share price return of an 18.03% decline suggests recent momentum has been...

In the past week, Hims & Hers Health has been under scrutiny as insider selling, institutional position shifts, and questions around its premium valuation, margins, and profitability drew intense investor attention and trading activity. An important angle is the contrast between extensive insider sales and large institutional stake increases, which together highlight divided conviction about the company’s long-term outlook. Against this backdrop of insider selling and valuation debate, we’ll...

National Fuel Gas (NFG) has drawn fresh attention after recent price moves, with the stock closing at $82.06 and showing mixed returns over the past week, month, and past 3 months. See our latest analysis for National Fuel Gas. That latest move to $82.06 comes after a mixed few months for the share price, with a 90 day share price return of an 8% decline sitting alongside a 1 year total shareholder return of 38.62%. The shorter term momentum looks softer than the longer term trend, which can...

QuantumScape added to NASDAQ Composite sparks fresh attention on the stock QuantumScape (QS) has been added to the NASDAQ Composite Index, a change that may draw more attention from index trackers and benchmarked funds as investors reassess how the solid state battery developer fits into their portfolios. See our latest analysis for QuantumScape. QuantumScape’s recent inclusion in the NASDAQ Composite comes after a mixed stretch for the stock, with a 6.14% 1 day share price return, a 27.85%...

RBC Bearings (RBC) stayed in focus after its latest quarterly update highlighted firm margins, steady aerospace and industrial demand, and support from a solid balance sheet. Together, these factors help explain the stock’s valuation premium. See our latest analysis for RBC Bearings. RBC Bearings’ share price has moved to $458.79, with a 90-day share price return of 22.85% and a 1-year total shareholder return of 52.77%, pointing to firm momentum backed by its margin and aerospace...

USA Rare Earth (USAR) has drawn fresh attention after recent trading, with the share price at $14.15 and short term returns mixed, including a 19% gain over the past day and a negative move over the past 3 months. See our latest analysis for USA Rare Earth. The 1 day share price return of 18.91% and 7 day share price return of 11.42% come after a 30 day share price return decline of 17.83% and a 90 day share price return decline of 49.95%. The 1 year total shareholder return of 10.03% points...

In recent months, Etsy has intensified its restructuring efforts, including workforce reductions and targeted platform improvements aimed at strengthening buyer engagement while keeping core product and engineering investment intact. This combination of cost-cutting and reinvestment has sharpened the focus on whether Etsy can balance efficiency with sustainable marketplace growth, a key concern for both management and analysts. We’ll now examine how Etsy’s workforce reductions and broader...

In late December 2025, NuScale Power drew attention after a technical fault temporarily shut a unit at Finland’s Olkiluoto nuclear plant and Fluor moved to monetize and ultimately exit its large NuScale stake through conversion and sale agreements. Together, concerns around traditional large-scale reactors and Fluor’s plans to unlock value from its NuScale holding have sharpened focus on small modular reactor technology and NuScale’s future independence. We’ll now examine how Fluor’s planned...

Insmed (INSM) has been drawing more attention after a period of mixed share performance, with a gain over the past 3 months but a decline over the past month. This has prompted investors to reassess the story. See our latest analysis for Insmed. At a share price of $177.12, Insmed has a 90 day share price return of 9.12%, set against a 13.18% share price decline over the past month and a very large 1 year total shareholder return of 165.87%. This points to momentum cooling recently after a...

SELLAS Life Sciences Group recently reported that its Phase 3 REGAL trial of galinpepimut-S (GPS) in AML maintenance therapy had reached 72 of the 80 overall survival events required for final analysis, following an earlier recommendation from the Independent Data Monitoring Committee to continue the study without changes. This update underscores how event-driven overall survival trials can extend timelines, potentially heightening attention on when pivotal efficacy data will ultimately read...

Why the Intersect Power partnership matters for First Solar First Solar (FSLR) is back in focus after a partnership involving Alphabet backed Intersect Power highlighted its thin film modules in large scale solar and storage projects serving power hungry AI data centers. The collaboration has drawn fresh attention to how First Solar’s technology is being used in utility scale clean energy, alongside ongoing support from U.S. government incentives for domestic solar manufacturing. See our...

In Q3, Zeta Global reported revenue and EBITDA results that exceeded analyst expectations, with full-year EBITDA guidance also coming in above forecasts. However, despite having the fastest revenue growth among its peers, Zeta Global issued the weakest full-year guidance update in its group, highlighting a contrast between recent performance and management’s outlook. Next, we’ll explore how Zeta’s better‑than‑expected Q3 revenue and EBITDA results may influence its existing investment...

In early 2026, Dollar Tree completed a major overhaul by shifting fully to a multi-price model, selling its Family Dollar business, and authorizing a US$2.50 billion share buyback program after reporting a 4.2% increase in same-store sales and record Halloween season results. At the same time, management has highlighted both operational gains and ongoing labor and safety risks, underlining how its leaner, single-brand focus could sharpen execution while keeping regulatory and workforce...

Duke Energy (DUK) is back on investors’ radar after renewed attention to its role as a large regulated utility in the Southeast and Midwest, prompting a closer look at its recent returns and earnings profile. See our latest analysis for Duke Energy. At a share price of $117.44, Duke Energy’s recent 90 day share price return of a 6.47% decline contrasts with its 1 year total shareholder return of 14.40%, suggesting longer term holders have seen steadier momentum than short term traders. If...