Stanley Black & Decker (SWK) is back in focus after fourth quarter results came in below analyst expectations, with softer retail demand and price sensitive consumers weighing on revenue and organic growth.
See our latest analysis for Stanley Black & Decker.
The weak fourth quarter follows a sharp rebound in the share price. The 90 day share price return is 34.32% and the year to date gain is 18.39%. The 1 year total shareholder return of 11.08% contrasts with a 5 year total shareholder...
Earlier this month, Vizrt announced two new AI-powered solutions, InteractifAI and CaptivAIte, built in partnership with Zoom to enrich Zoom-based corporate communications with interactive, on-brand graphics and more engaging video experiences.
These launches, alongside Zoom’s ongoing AI integrations such as NDI-based Custom AV Zoom Rooms, highlight how third-party partners are increasingly embedding Zoom into higher-value, workflow-centric use cases.
We’ll now consider how this deepening...
Kinetik Holdings (KNTK) recently lifted its quarterly dividend by 4%, and that decision, together with progress on its ECCC pipeline project, is shaping how investors are reassessing the stock today.
See our latest analysis for Kinetik Holdings.
The recent dividend increase and progress on the ECCC pipeline come as Kinetik’s short term share price momentum has turned positive, with a 30 day share price return of 14.52% and a 90 day share price return of 27.30%. This is occurring even though...
In early February 2026, partners including Rain, Pathlock, Dragos, Appspace, TeamDynamix and CAEVES announced deeper integrations with Microsoft platforms such as Teams, Sentinel, Places, Azure and the Microsoft Marketplace, while Microsoft expanded its sovereign cloud collaboration with Capgemini.
These moves highlight how Microsoft is extending Azure and Microsoft 365 from core infrastructure into embedded AI, security, and workplace services, reinforcing its role as a foundational layer...
Short interest in CAVA Group (CAVA) has risen, with 16.79% of the float now sold short, an 8.46% move since the last report. This level puts the stock above many peers on this metric.
See our latest analysis for CAVA Group.
The latest share price of US$67.37 comes after a 39.77% 90 day share price return, even though the 1 year total shareholder return is a 48.30% loss. This suggests that recent momentum contrasts with the longer term picture as short interest builds.
If CAVA's sharp swings...
Tractor Supply (NasdaqGS:TSCO) appointed Sonia Syngal to its Board of Directors, adding a leader with broad retail and operations experience.
The Board approved the company’s 17th consecutive annual dividend increase, extending a long-running pattern of higher shareholder payouts.
For investors watching Tractor Supply, the twin updates on governance and capital returns stand out. The stock recently closed at $54.53, and longer term performance has been mixed, with a 21.3% return over 3...
Murphy USA (MUSA) is back in focus after reporting fourth quarter and full year 2025 results, along with fresh updates on its expansion, share repurchases, and leadership driven plans for long term store growth.
See our latest analysis for Murphy USA.
The earnings release and buyback update came after a choppy few weeks, with a 7 day share price return showing a 14.37% decline and a 30 day share price return showing a 13.69% decline. The 1 year total shareholder return of a 22.20% decline...
If you are wondering whether Millrose Properties at US$31.84 is still reasonably priced after its recent run, you are not alone.
The stock has returned 4.6% over the last 7 days, 3.7% over the past month, 6.7% year to date, and 59.4% over the past year, which may have shifted how investors see its potential and risk.
Recently, market attention has centered on Millrose Properties as part of broader interest in US listed real estate names, with investors reassessing how sensitive the sector is...
Mueller Water Products (MWA) has attracted attention after a recent move in its share price, with the stock closing at $29.44. That puts recent performance and current valuation back in focus for investors.
See our latest analysis for Mueller Water Products.
The recent 30-day share price return of 16.50%, alongside a 27.45% gain over 90 days and a 22.97% year to date share price return, contrasts with a 13.57% 1-year total shareholder return and much stronger 3-year and 5-year total...
Nordic American Tankers recently agreed to sell a 2003-built Suezmax tanker for US$25,000,000 net, a vessel that carries no debt and reflects the company’s focus on balance sheet strength.
This sale, alongside earlier disposals of two mid-2000s Suezmaxes and preliminary orders for two newbuilds delivering in 2028, underlines an ongoing fleet renewal effort.
We’ll now examine how this debt-free tanker sale and broader fleet renewal effort shape Nordic American Tankers’ investment narrative...
CF Industries Holdings (NYSE:CF) is drawing renewed attention as a key fertilizer producer during a period of tight global fertilizer supplies and heightened food security concerns.
The company is in focus for its role in critical agricultural supply chains and its record of returning cash to shareholders through buybacks and dividends.
Investors are watching how CF Industries manages higher input costs and evolving industry conditions while maintaining its position in the fertilizer...
Qorvo overview and recent performance snapshot
Qorvo (QRVO) has recently drawn investor attention after a period of mixed share performance, with a 1 day return of 1.79%, a 6.02% gain over the past week, and a small decline over the past 3 months.
Over the past month, the stock shows a 6.66% return, while year to date it is slightly negative at 0.52%. The 1 year total return of 11.44% contrasts with weaker 3 year and 5 year total returns.
See our latest analysis for Qorvo.
With the share...
Why QuidelOrtho’s latest update matters for shareholders
QuidelOrtho (QDEL) has drawn fresh attention after reporting fourth quarter and full year 2025 results, issuing 2026 revenue guidance, and outlining an upcoming CFO transition with an extended handover period.
See our latest analysis for QuidelOrtho.
Despite the earnings update, 2026 revenue guidance and leadership changes around the CFO and board, the recent 30 day share price return of 13.67% decline and 1 year total shareholder...
Leidos Holdings (NYSE:LDOS) agreed to acquire ENTRUST Solutions Group, expanding its presence in utility engineering and infrastructure services.
The company recently secured a federal contract focused on AI driven and Zero Trust security capabilities for government customers.
Leidos also announced partnerships with Trustible and RegScale to advance AI governance and cybersecurity automation for regulated and defense clients.
For investors watching NYSE:LDOS, these moves sit at the...
IRADIMED (NasdaqGM:IRMD) reported its 18th consecutive quarter of record revenue.
The company announced the full rollout of its next generation 3870 MRI compatible IV infusion pump.
IRADIMED also increased its quarterly dividend alongside the product launch.
IRADIMED enters this news cycle with clear momentum, reflected in a current share price of $103.08 and a 1 year return of 89.0%. Over 3 years the stock is up 181.9%, and over 5 years it is up 368.7%. This puts recent developments in the...
If you are wondering whether Kulicke and Soffa Industries at around US$74.87 is starting to look expensive or still offers value, you are not alone.
The stock has moved sharply, with returns of 34.5% over the last 7 days, 32.9% over 30 days, 54.9% year to date, 88.4% over 1 year, 43.5% over 3 years, and 55.3% over 5 years.
Recent news coverage has focused on the company as part of broader discussions around semiconductor equipment names. This helps explain why some investors are paying...
Incyte (INCY) closed out FY 2025 with fourth quarter revenue of US$1.5 billion and basic EPS of US$1.52, alongside trailing 12 month revenue of US$5.1 billion and EPS of US$6.59 that sit against very large year over year earnings growth and a trailing net margin of 25%. Over the past year, revenue has moved from US$4.2 billion on a trailing basis to US$5.1 billion, while quarterly EPS has ranged from US$0.82 in Q1 2025 to US$2.17 in Q3 and US$1.52 in Q4. This gives investors a clearer read on...
Why Essex Property Trust is on investors’ radar today
Essex Property Trust (ESS) is drawing attention after recent share price moves, with the stock closing at US$261.41 and showing mixed total returns across the past year, past 3 months and longer periods.
See our latest analysis for Essex Property Trust.
The recent 7 day share price return of 3.5% and 30 day share price return of 4.53% contrast with a 1 year total shareholder return decline of 6.59%. Meanwhile, the 3 year total shareholder...
Earnings and dividend update for Getty Realty
Getty Realty (GTY) is back in focus after reporting fourth quarter and full year 2025 results that showed higher revenue and net income versus 2024, along with a new dividend declaration.
See our latest analysis for Getty Realty.
At a share price of US$31.07, Getty Realty has seen an 8.18% 1 month share price return and 11.52% over 3 months, while its 5 year total shareholder return of 47.47% points to momentum that has built gradually rather than...
Joby Aviation is taking a leadership role in a new five country regulatory roadmap to harmonize certification for Advanced Air Mobility aircraft.
The initiative includes planned flight testing of Joby’s eVTOL aircraft in Dubai as part of the effort to align standards across key aviation markets.
For investors watching NYSE:JOBY, this move comes with the stock at $10.1 and a 1 year return of 37.8%, alongside a 3 year gain of 118.6%. Those figures sit against a more mixed recent stretch, with...
SiteOne Landscape Supply (SITE) has just posted its latest FY 2025 numbers, with third quarter revenue of US$1.3b and EPS of US$1.32, anchored by trailing twelve month revenue of US$4.7b and EPS of US$3.11. The company reported revenue of US$1.2b in Q3 2024 and US$1.3b in Q3 2025, while quarterly EPS moved from US$0.98 to US$1.32 over the same period. This gives investors a clearer view of how the top line and per share earnings stack up against a net margin profile that remains relatively...
In recent weeks, BrightSpring Health Services has reported improving profitability and consistent earnings surprises alongside steady revenue growth, reflecting more efficient operations.
This operational momentum has coincided with growing enthusiasm from Wall Street research teams, who are emphasizing the company’s position in specialty generics and pharmacy services.
Next, we’ll examine how this improved operational outlook and analyst enthusiasm might influence BrightSpring’s existing...
About 250 North Slope Alaska oil field workers at NYSE:COP have voted to unionize.
The unionization decision follows ConocoPhillips' announcement of workforce reductions of up to 25% globally.
Workers are forming two unions focused on job security, wages, and benefits at the North Slope operations.
For you as an investor, this sits at the intersection of labor, operations, and energy supply. ConocoPhillips, traded as NYSE:COP, is a major independent oil and gas producer with a meaningful...