U.S. Consumer Durables Stock News

Qualys (QLYS) shares jumped sharply after the company delivered third-quarter results that beat expectations, highlighted revenue and profit gains, and raised its full-year financial guidance. Investors are watching these signals closely. See our latest analysis for Qualys. Qualys’ stronger-than-expected Q3 performance and upbeat outlook have fueled a rapid resurgence in investor confidence, resulting in a remarkable 21% share price gain over the past week alone. However, longer-term total...

Garmin Ltd. recently reported strong third quarter results, revealing sales of US$1.77 billion and net income of US$401.62 million, alongside updated full-year 2025 guidance and a new marine chartplotter product launch. This combination of solid financial performance and ongoing product innovation highlights Garmin's efforts to strengthen its position in fitness, aviation, and marine technology markets. We'll examine how Garmin's upwardly revised annual guidance and new GPSMAP 9000xsv launch...

On November 6, 2025, FactSet Research Systems Inc. announced its Board of Directors approved a regular quarterly cash dividend of US$1.10 per share, payable on December 18, 2025, to shareholders of record as of November 28, 2025. The announcement comes as the company reported its best-ever fiscal fourth-quarter earnings and record new sales, emphasizing confidence in long-term opportunities despite industry concern around AI and ongoing CEO transition uncertainty. With record new sales...

VSE Corporation recently completed a US$400 million follow-on equity offering, raised its full-year 2025 revenue growth guidance, and reported third-quarter results showing higher revenue but lower net income compared to the prior year. This series of announcements provides insight into VSE's evolving capital strategy, signaling an intent to support future acquisitions and organic investments while navigating near-term profit pressures. We'll look at how VSE’s completed equity offering and...

Shift4 Payments (FOUR) delivered third-quarter results that caught the market’s attention, topping expectations on both gross revenue and payment volumes. The company also revealed a major stock buyback program, which has added another layer of interest for investors. See our latest analysis for Shift4 Payments. Despite reporting strong revenue growth and announcing its biggest-ever buyback, Shift4 Payments has seen its share price remain under pressure, with a year-to-date return of -38.94%...

TeraWulf (WULF) shares are drawing fresh attention after the company announced a 25-year, $9.5 billion high-performance computing joint venture with Fluidstack. The venture is supported by a major client commitment and Google’s backing. See our latest analysis for TeraWulf. The high-profile Fluidstack partnership adds to a string of growth-driving events for TeraWulf, including upbeat revenue forecasts and strategic financing moves. While the stock has been volatile in the short term, posting...

On November 6, 2025, QuamCore announced a multi-million-dollar collaboration with SkyWater Technology to co-develop Single Flux Quantum (SFQ) devices aimed at advancing scalable quantum computing, combining SkyWater’s U.S.-based manufacturing and proprietary superconducting processes with QuamCore’s SFQ-based control architecture. This partnership marks a foundational step for QuamCore’s goal of building a 1-million-qubit superconducting quantum computer and highlights SkyWater’s role as a...

Host Hotels & Resorts (HST) just posted third quarter results that surpassed expectations, showing impressive gains in both earnings and revenue per available room. Net income jumped, supported by property sales and strong resort performance. See our latest analysis for Host Hotels & Resorts. Host Hotels & Resorts’ upbeat third-quarter numbers sparked a sharp rally, with an 11.4% seven-day share price return and a solid 16.2% gain over the past three months. Recent earnings strength and...

Supernus Pharmaceuticals (SUPN) saw a jump in third-quarter sales, fueled by the momentum of Qelbree, GOCOVRI, and the launch of ONAPGO. The company boosted its full-year 2025 revenue outlook following these results. See our latest analysis for Supernus Pharmaceuticals. Despite impressive third-quarter results and a boosted product pipeline, Supernus Pharmaceuticals shares experienced a steep pullback after the recent earnings announcement. The 7-day share price return dropped 16.5%,...

Walker & Dunlop (WD) shares have slid for much of the past year, with the stock down over 36% across that period. Recent trading reflects ongoing investor uncertainty around the company's performance and the broader outlook for commercial real estate finance. See our latest analysis for Walker & Dunlop. Walker & Dunlop’s momentum has clearly faded, with the company’s 1-year total shareholder return falling over 36% as investors reassess both sector risks and prospects for a rebound...

Match Group (MTCH) shares jumped following its third-quarter earnings release, with investors responding to upbeat profitability guidance for the upcoming quarter. This positive response came even as user growth and revenue outlook came in a bit softer than hoped. See our latest analysis for Match Group. After a rocky stretch, Match Group’s third-quarter results and upbeat margin guidance have sparked renewed optimism among investors, even as overall user growth remains sluggish. The stock’s...

Vontier Corporation recently reported improved third-quarter earnings, raised its full-year 2025 guidance, and completed a significant share buyback, while also declaring a regular quarterly dividend of US$0.025 per share payable on December 11, 2025. This combination of stronger financial results, an upward guidance revision, and substantial capital returns to shareholders reflects the company's focus on operational efficiency and shareholder value. We'll explore how the upward revision of...

Wondering if Microsoft is still a good deal or if recent highs are painting an overvalued picture? Let's cut through the noise and get straight to the numbers that matter. Despite climbing an impressive 18.5% over the past year and delivering a stellar 139.3% return over five years, Microsoft's stock has recently dipped 4.1% in the last week and 5.3% over the past month, hinting at shifting sentiment or new risks in play. Several headlines have stirred the waters lately, including...

Oruka Therapeutics recently closed a shelf registration, issuing 39,425,806 shares of common stock for US$756.19 million. A key development supporting this event is the company’s ORKA-001 candidate, which showed a long half-life and promising safety profile in phase 1 studies for psoriasis, potentially enabling once-yearly dosing. We’ll explore how the prospect of annual administration with ORKA-001 could influence Oruka’s investment narrative moving forward. Uncover the next big thing with...

Workiva (WK) delivered a strong third-quarter update, surpassing both revenue and earnings expectations while raising its outlook for the rest of the year. The company also confirmed the appointment of a new Chief Revenue Officer to support continued growth. See our latest analysis for Workiva. Workiva’s share price has rebounded sharply in the last three months, rising nearly 21%, as upbeat quarterly results and leadership changes have helped restore some investor confidence after a tough...

Symbotic (SYM) has caught the market’s eye recently after reporting quarterly revenue that surpassed analyst expectations by more than 10%. While earnings per share lagged, strong revenue growth remains the focus for investors. See our latest analysis for Symbotic. Even with Symbotic’s earnings per share coming in below expectations, the stock's momentum has been undeniable. Its 182.5% year-to-date share price return stands out, backed by a 105.6% total return for shareholders over the past...

National Storage Affiliates Trust (NSA) just reaffirmed its 2025 guidance, shared a cautiously optimistic tone for the year ahead, and rolled out a new $350 million joint venture. This move could boost future acquisitions and growth. See our latest analysis for National Storage Affiliates Trust. Despite a tough year for National Storage Affiliates Trust, recent news such as solid Q3 results, new acquisition strategies, and guidance reaffirmation suggest momentum could be building. While the...

ResMed recently reported first-quarter 2026 results showing higher sales of US$1,335.58 million and a net income of US$348.54 million, alongside ongoing share repurchases and an affirmed quarterly dividend of US$0.60 per share. The company’s management indicated that the introduction of new weight loss drugs is expected to expand, rather than reduce, the addressable market for sleep apnea solutions. We’ll review how strong sales and management’s outlook on industry shifts may affect ResMed’s...

Markel Group (MKL) shares have seen steady momentum over the past month, outpacing much of the broader insurance sector. For investors keeping an eye on underlying business growth, the company’s consistent revenue performance is drawing increased attention. See our latest analysis for Markel Group. Markel Group’s share price has been steadily climbing in 2024, with year-to-date gains of 18.6% and a standout 1-year total shareholder return of 23.4%. Momentum remains strong as recent price...

Hess Midstream (HESM) put out a strong third quarter update, showing solid gains in both revenue and net income compared to last year. The company also hiked its full-year earnings guidance, completed a share buyback, and boosted its quarterly dividend. This drew attention from investors focused on ongoing performance and shareholder value. See our latest analysis for Hess Midstream. After a choppy few months for energy stocks, Hess Midstream’s strong results, raised guidance, and generous...

SL Green Realty Corp. recently reported a significant third-quarter earnings beat and completed the acquisitions of 346 Madison Avenue and 11 East 44th Street, creating a US$160.0 million development site in Manhattan. This move strengthens SL Green's position in the New York office market and enhances its development pipeline, supporting future growth opportunities in a recovering sector. We'll now examine how SL Green's earnings outperformance and prime acquisitions could shape the...

Kulicke and Soffa Industries announced that Dr. Fusen Chen will retire from his roles as CEO, President, and Board member due to health reasons on December 1, 2025, with CFO Lester Wong appointed interim CEO while a search for a permanent successor begins. The transition plan includes Dr. Chen serving as an advisor for a year to support leadership continuity during this period of change. We'll explore how the leadership transition at the CEO level could influence the company's investment...

Piper Sandler recently upgraded ConnectOne Bancorp, assigning an "Overweight" rating and citing confidence in the company's growth potential and earnings outlook. This analyst endorsement follows ConnectOne Bancorp's completed integration of The First of Long Island Corporation and highlights renewed investor focus on its merger-driven expansion and operational performance. We’ll examine how Piper Sandler’s upgraded rating, which highlights growth potential, could shift the investment...

NewAmsterdam Pharma reported third quarter earnings for 2025, revealing sales of US$348,000, a sharp decrease from US$29.11 million a year earlier, alongside net loss rising to US$72.01 million from US$16.65 million. A closer look shows that despite a very large year-over-year drop in quarterly revenue, the company’s net loss for the nine-month period actually narrowed compared to the previous year. We'll explore how the combination of steep quarterly sales decline and wider quarterly loss...