U.S. Consumer Durables Stock News

NYSE:AAP
NYSE:AAPSpecialty Retail

Is It Time To Reconsider Advance Auto Parts (AAP) After Its Sharp Share Price Rebound

If you are wondering whether Advance Auto Parts is a bargain or a value trap, its recent share price and fundamentals give you plenty to think about. The stock last closed at US$56.60, with returns of 11.6% over 7 days, 29.1% over 30 days, 45.5% year to date and 23.2% over 1 year, set against a 3 year return of negative 59.8% and a 5 year return of negative 59.0%. Recent news coverage has focused on how the company is repositioning itself in the competitive auto parts retail space and what...
NYSE:LVWR
NYSE:LVWRAuto

LiveWire Group (LVWR) Losses Persist In Q4 While Premium P/S Valuation Faces Bearish Narratives

LiveWire Group (LVWR) has just posted its FY 2025 numbers, reporting fourth quarter revenue of US$11.4 million and a quarterly loss of US$17.6 million, or EPS of US$0.09. This keeps the focus firmly on how quickly the business can move its margins closer to breakeven. The company has seen quarterly revenue move from US$10.8 million in Q4 FY 2024 to US$11.4 million in Q4 FY 2025, while trailing twelve month EPS sits at a loss of US$0.37 alongside a full year loss of US$75.1 million, so...
NYSE:PRSU
NYSE:PRSUHospitality

A Look At Pursuit Attractions And Hospitality (PRSU) Valuation After Its Recent Rebrand And Business Refocus

Why Pursuit Attractions and Hospitality is on investors’ radar Pursuit Attractions and Hospitality (PRSU) has drawn attention after its recent rebrand from Viad Corp, shifting its public identity toward attractions and lodging across the United States, Canada, and Iceland. This change, alongside a share price of $37.72 and a mixed return profile over the past year and the past 3 months, is prompting investors to reassess how the business mix and current valuation line up. See our latest...
NasdaqCM:NESR
NasdaqCM:NESREnergy Services

A Look At National Energy Services Reunited (NESR) Valuation As Another Earnings Surprise Is Anticipated

Why expectations for another earnings surprise are putting National Energy Services Reunited (NESR) on watch Recent commentary around National Energy Services Reunited (NESR) focuses on its pattern of outperforming earnings estimates and a current +7.69% Earnings ESP, paired with a neutral Zacks Rank, which is drawing fresh attention from investors. See our latest analysis for National Energy Services Reunited. At a share price of US$20.61, NESR has seen a 16.81% 1 month share price return...
NYSE:SMG
NYSE:SMGChemicals

Miracle-Gro Expands Indoor And Organic Range As Valuation Near Fair Value

Miracle-Gro, a brand under Scotts Miracle-Gro (NYSE:SMG), has launched a refreshed lineup of indoor soils and plant foods. The company has introduced new plant care solutions and its first organic plant food, tailored to indoor gardeners. The products are positioned to support easier indoor gardening and promote wellness during the winter months. For Scotts Miracle-Gro, best known for lawn and garden products, expanding its indoor range fits with growing interest in home based hobbies and...
NasdaqGS:CECO
NasdaqGS:CECOMachinery

Expanded US$700 Million Credit Facility Might Change The Case For Investing In CECO Environmental (CECO)

On January 30, 2026, CECO Environmental entered into a Fourth Amended and Restated Credit Agreement, securing a senior secured revolving credit facility of up to US$700.0 million maturing in 2031, with financial covenants tied to leverage and coverage ratios. This expanded and flexible debt facility, with the option to further increase capacity subject to leverage thresholds, materially reshapes CECO’s balance sheet resources for acquisitions and general corporate needs. Next, we’ll examine...
NYSE:VAC
NYSE:VACHospitality

Insider Buying And CEO Transition Put Spotlight On Marriott Vacations Worldwide (VAC) Valuation

Insider buying puts focus on Marriott Vacations Worldwide Recent insider share purchases at Marriott Vacations Worldwide (VAC) have put the stock back on investors’ radar, arriving at a time of cautious analyst sentiment and visible institutional selling. In addition to regular dividends, ongoing share repurchases and a CEO transition, these insider moves are giving investors fresh information to weigh against high short interest and mixed recent return figures. See our latest analysis for...
NYSE:KNSL
NYSE:KNSLInsurance

Will Kinsale’s New US$0.25 Dividend and Steady Forecasts Change Kinsale Capital Group's (KNSL) Narrative

Kinsale Capital Group, Inc. recently announced that its Board of Directors declared a cash dividend of US$0.25 per share, payable on March 12, 2026 to stockholders of record as of February 26, 2026. This latest dividend decision comes as investors focus on Kinsale’s upcoming earnings report, following a prior quarter where the company exceeded revenue expectations and analysts have largely maintained their forecasts. With the new US$0.25 dividend declaration in place, we’ll now examine how...
NYSE:LNC
NYSE:LNCInsurance

Will Preferred Payouts Shape Lincoln National's (LNC) Capital Allocation Narrative Ahead of Earnings?

In late January, Lincoln National’s board declared semi-annual and quarterly dividends on its Series C and Series D preferred stock, payable on March 1, 2026 to holders of record as of February 13, 2026, with depositary shareholders receiving US$46.25 and US$0.5625 per share respectively. These preferred dividends highlight Lincoln National’s ongoing capital return to specific investor classes at a time when the market is watching its upcoming earnings report and recovery prospects. With...
NasdaqGS:IBKR
NasdaqGS:IBKRCapital Markets

Is It Too Late To Consider Interactive Brokers Group (IBKR) After Its Strong 1 Year Rally?

If you are wondering whether Interactive Brokers Group is attractively priced right now, the key question is how its current share price compares with a fair value estimate. The stock most recently closed at US$77.20, with returns of 3.0% over 7 days, 9.6% over 30 days, 14.8% year to date and 40.2% over 1 year, while the 3 year and 5 year returns are 263.6% and 325.4% respectively. Recent news coverage around Interactive Brokers has largely focused on its role as a global electronic...
NasdaqCM:WULF
NasdaqCM:WULFSoftware

A Look At TeraWulf (WULF) Valuation As Morgan Stanley Backing And Google Funding Highlight Its AI Data Center Shift

Morgan Stanley’s upbeat initiation and Google’s larger stake have pushed TeraWulf (WULF) into focus, as the company leans harder into converting bitcoin mining sites into AI ready, leased data center infrastructure. See our latest analysis for TeraWulf. TeraWulf’s latest moves are landing against a backdrop of strong momentum, with a 30 day share price return of 26.95%, a year to date share price return of 30.53%, and a very large 3 year total shareholder return. This signals that recent...
NasdaqGS:MAR
NasdaqGS:MARHospitality

Marriott International (MAR) Margin Compression Tests Bullish Earnings Narratives In FY 2025 Results

Marriott International FY 2025 earnings snapshot Marriott International (MAR) has wrapped up FY 2025 with fourth quarter revenue of US$6.7b, basic EPS of US$1.66 and net income of US$445m, while trailing 12 month revenue stands at US$26.2b, basic EPS at US$9.53 and net income at US$2.6b. The company has seen quarterly revenue move from US$1.7b in Q4 2024 to US$6.7b in Q4 2025, with basic EPS shifting from US$1.63 to US$1.66 over the same period, and trailing 12 month revenue and EPS also...
NYSE:ELV
NYSE:ELVHealthcare

Elevance Health (ELV) Valuation Check After Recent Share Price Pullback And Undervaluation Debate

Recent performance context for Elevance Health With no single headline event driving attention today, Elevance Health (ELV) is drawing interest as investors weigh its recent share price performance against current earnings, revenue and value indicators across its health benefits and pharmacy services operations. See our latest analysis for Elevance Health. The recent pullback, including a 12.66% 1 month share price return decline and a 15.15% 1 year total shareholder return decline, points to...
NYSE:YUM
NYSE:YUMHospitality

Yum Brands (YUM) Valuation Check After Recent Share Price Momentum

Yum! Brands: recent returns put the stock back in focus Yum! Brands (YUM) has quietly drawn more investor attention after delivering a 2.1% return over the past month and about 6.3% in the past 3 months, taking its 1 year total return to roughly 10.4%. See our latest analysis for Yum! Brands. That recent uptick in Yum! Brands’ share price, with a 30 day share price return of 2.1% and 90 day share price return of 6.4%, sits alongside a 1 year total shareholder return of about 10.4%. This...
NasdaqGS:PAL
NasdaqGS:PALTransportation

Proficient Auto Logistics (PAL) Q4 Loss Surge Tests Profit-Turnaround Narrative

Proficient Auto Logistics (PAL) has just posted its FY 2025 numbers, with Q4 revenue of US$105.4 million, a basic EPS loss of US$0.92, and trailing twelve month revenue of US$430.4 million against a basic EPS loss of US$1.21, alongside reported year over year revenue growth of 78.7%. The company has seen quarterly revenue move from US$91.5 million in Q3 2024 to US$93.4 million in Q4 2024, then to US$95.2 million in Q1 2025, US$115.5 million in Q2 2025, US$114.3 million in Q3 2025 and US$105.4...
NasdaqGS:JKHY
NasdaqGS:JKHYDiversified Financial

A Look At Jack Henry And Associates (JKHY) Valuation After Recent Share Price Pullback

Why Jack Henry & Associates Is On Investors’ Radar Jack Henry & Associates (JKHY) has drawn attention after a recent share pullback, with the stock down about 10% over the past month and 4% year to date, despite slightly positive 1 year total returns. For investors tracking longer trends, Jack Henry & Associates shows a 2% total return over the past 3 months, 6.6% over 3 years, and 24.1% over 5 years. This raises questions about how current pricing lines up with its financial profile. See our...
NYSE:RGA
NYSE:RGAInsurance

Why Reinsurance Group of America (RGA) Is Up 7.4% After Record Earnings and New Buyback Plan

Reinsurance Group of America, Incorporated recently reported full-year 2025 results showing revenue of US$23.70 billion and net income of US$1.18 billion, alongside a quarterly dividend of US$0.93 per share and confirmation that its prior US$125 million buyback plan was completed. At the same time, the company exited a previous repurchase plan and authorized a new open-ended share buyback of up to US$500 million, signaling continued focus on capital deployment alongside record earnings and a...
NasdaqCM:PLSE
NasdaqCM:PLSEMedical Equipment

Pulse Biosciences (PLSE) Is Up 70.4% After Strong First-in-Human nPulse AF Data Release – Has The Bull Case Changed?

In early February 2026, Pulse Biosciences reported late-breaking first-in-human data for its nPulse Cardiac Catheter, showing high atrial fibrillation treatment success, short procedure times, and a low rate of serious adverse events, presented at the 31st Annual AF Symposium in Boston. The early 6- and 12-month outcomes, including very high procedural success in evaluable patients, highlight how nanosecond pulse field ablation may become a differentiated option within catheter-based atrial...
NYSE:GEV
NYSE:GEVElectrical

How Investors May Respond To GE Vernova (GEV) Earnings, Debt Issuance, Buybacks and Data Center Demand

In early February 2026, GE Vernova reported past 2025 results showing revenue of US$10,956 million in Q4 and US$38,068 million for the year, alongside net income of US$3,664 million for Q4 and US$4,884 million for the full year, while also issuing multiple new senior unsecured bond offerings and completing share repurchases of 8,179,000 shares for US$3,343.5 million. Recent agreements with Maxim Power and Xcel Energy, combined with GE Vernova’s near 100 gigawatts gas power backlog and...
NYSE:NBHC
NYSE:NBHCBanks

Is It Time To Reassess National Bank Holdings (NBHC) After Mixed Valuation Signals?

If you are wondering whether National Bank Holdings is currently priced fairly or if there might be value on the table, you are in the right place. The stock last closed at US$41.83, with returns of 1.2% over 7 days, 4.4% over 30 days, 10.4% year to date, 11.0% over 3 years and 32.0% over 5 years, while the 1 year return sits at a 2.0% decline. Recent attention on the bank has focused on its share price performance over different time frames and how that lines up with the broader banking...
NYSE:ROK
NYSE:ROKElectrical

How Rockwell Automation’s Raised EPS Outlook and Massive Buybacks Could Impact Rockwell Automation (ROK) Investors

Rockwell Automation recently reported first-quarter 2026 results showing higher revenue of US$2,105 million and net income of US$305 million, and it raised full-year 2026 diluted EPS guidance to a range of US$10.75–US$11.55 while reaffirming sales guidance of US$8.8 billion. An additional insight is that Rockwell Automation continued returning capital to shareholders by completing a multi-year buyback program totaling US$6.23 billion and 28.62% of its shares, alongside advancing areas such...
NYSE:FCX
NYSE:FCXMetals and Mining

Freeport McMoRan Sits At Center Of Copper Security And Valuation Debate

US and Chinese authorities are increasing strategic copper stockpiles, putting long term supply security in the spotlight. Freeport McMoRan (NYSE:FCX), as a major copper producer, is closely tied to these developments and related policy discussions. The company’s current share price is $63.26, with a 21.8% return year to date and a 70.6% return over the past year. For you as an investor, the renewed focus on copper security puts Freeport McMoRan at the center of conversations about how...
NYSE:OXY
NYSE:OXYOil and Gas

Options Traders Crowd Into Occidental (OXY) Ahead of Earnings Might Change The Case For Investing In Occidental Petroleum

In late January, research firms Piper Sandler and BofA reaffirmed neutral views on Occidental Petroleum while updating their assessments in light of geopolitical factors and company-specific drivers for oil markets. At the same time, options trading activity around Occidental intensified as investors positioned ahead of the company’s earnings release scheduled for February 18, 2026. With options traders actively positioning ahead of Occidental’s February earnings release, we’ll examine how...
NasdaqGS:LITE
NasdaqGS:LITECommunications

A Look At Lumentum (LITE) Valuation After Earnings Beat And Strong Growth Guidance

Why Lumentum’s latest earnings are drawing fresh attention Lumentum Holdings (LITE) is back in focus after reporting second quarter results that exceeded expectations and issuing third quarter guidance that points to sharply higher revenue and profitability. The company now expects third quarter fiscal 2026 net revenue between US$780 million and US$830 million, alongside a projected adjusted operating margin of 30% to 31% and earnings per share of US$2.15 to US$2.35. See our latest analysis...