U.S. Consumer Durables Stock News

NasdaqGS:CRTO
NasdaqGS:CRTOMedia

Criteo (CRTO) EPS Growth And 8.6% Margin Test Cookie Risk Narratives

Criteo (CRTO) just posted its FY 2025 third quarter numbers, with revenue of US$469.7 million and basic EPS of US$0.72, alongside trailing twelve month EPS of US$3.14 on revenue of about US$2.0 billion and net income of US$168.1 million. Over recent quarters the company has seen revenue move from US$553.0 million and EPS of US$1.30 in Q4 2024 to US$451.4 million and EPS of US$0.70 in Q1 2025 and US$482.7 million with EPS of US$0.40 in Q2 2025. This sets up Q3’s EPS print in the context of a...
NYSE:EPD
NYSE:EPDOil and Gas

Enterprise Products Partners Sees 2027 Growth Acceleration With Contracted Exports

Enterprise Products Partners (NYSE:EPD) expects growth to accelerate starting in 2027 as major projects move into full service. The company links higher projected adjusted EBITDA and cash flow from 2027 to these projects entering operation. Long term contracts for key export terminals now provide earnings visibility well into the next decade. Full contract coverage at these facilities is designed to support steadier future cash flows and reduce revenue swings. Enterprise Products Partners...
NYSE:FPS
NYSE:FPSElectrical

Is Forgent Power Solutions (FPS) Pricing Look Stretched After 13.9% Year To Date Gain?

If you are wondering whether Forgent Power Solutions is actually good value at its current price, this article will walk through what the numbers are really saying about the stock. The share price recently closed at US$33.03, and year to date the stock has returned 13.9%, which has put it on more investors' radars. Recent attention on Forgent Power Solutions has largely come from evergreen coverage that is keeping the stock in focus for investors who are assessing valuation and fundamentals...
NasdaqGS:LIN
NasdaqGS:LINChemicals

Linde’s Strong 2025 Results And M&A Pipeline Might Change The Case For Investing In LIN

In early February 2026, Linde plc reported fourth-quarter 2025 sales of US$8,764 million and full-year sales of US$33.99 billion, alongside full-year net income of US$6.90 billion and higher earnings per share versus the previous year. On the same earnings call, Linde’s leadership highlighted an active pipeline of tuck-in acquisitions focused on boosting network density and synergies, particularly across North America and parts of Asia, reinforcing M&A as a core plank of its growth...
NYSE:EME
NYSE:EMEConstruction

Is EMCOR Group (EME) Still Attractively Priced After A Powerful Multi‑Year Share Price Surge

If you are wondering whether EMCOR Group's current share price still makes sense, you are not alone. Many investors are asking if the recent run leaves much value on the table. The stock recently closed at US$808.51, with returns of 14.1% over 7 days, 22.4% over 30 days, 26.6% year to date, 86.9% over 1 year and a very large gain over 3 and 5 years that is close to 7x over 5 years. Recent news flow around EMCOR Group has highlighted ongoing investor attention on the company and its position...
NasdaqGS:CME
NasdaqGS:CMECapital Markets

Is CME Group (CME) Pricing Leave Room After Strong Multi‑Year Share Gains

If you are wondering whether CME Group's US$302.48 share price still offers value, you are not alone. This article will walk through what the current price might mean for long term investors. The stock has returned 2.7% over the last 7 days, 14.2% over the last 30 days, 12.2% year to date, 23.8% over 1 year, 79.7% over 3 years and 91.3% over 5 years, so it makes sense to ask how that lines up with what the business might be worth. Recent attention on CME Group has focused on its role as a...
NYSE:ET
NYSE:ETOil and Gas

Energy Transfer (ET) Valuation Check After Recent Short Term Returns And Long Term Outperformance

Energy Transfer: What Recent Returns Say About The Stock Now Energy Transfer (ET) has recently drawn attention after a stretch of mixed short term returns, with a 0.6% move over the past month and roughly 9.5% over the past 3 months, prompting a closer look at the partnership’s fundamentals. See our latest analysis for Energy Transfer. At a share price of US$18.21, Energy Transfer’s recent 30 day share price return of 6.2% and 90 day return of 9.5% point to building momentum. The 3 year total...
NYSE:TT
NYSE:TTBuilding

A Look At Trane Technologies (TT) Valuation After LiquidStack Deal And AI HVAC Expansion

Trane Technologies (TT) is making a push deeper into data center and AI-driven HVAC, headlined by a deal to acquire LiquidStack and fresh attention on its generative AI platform for building controls. See our latest analysis for Trane Technologies. The latest data center and AI HVAC moves come on top of a busy few weeks that included new 2026 guidance, a completed share buyback tranche, a dividend increase and a compressor technology collaboration. During this period, Trane Technologies has...
NasdaqGS:OKTA
NasdaqGS:OKTAIT

Okta Growth Story Ties PGA Alliance And APJ Leadership Shift

Okta expanded its alliance with the PGA of America to provide AI powered, secure digital identity experiences for golfers and staff. The company appointed Dan Mountstephen as Senior VP and GM for Asia Pacific and Japan, strengthening its leadership in that region. These updates arrive with Okta (NasdaqGS:OKTA) shares trading at $88.18. For investors watching Okta, the combination of a deeper relationship with the PGA of America and new leadership in Asia Pacific and Japan gives more color...
NasdaqGS:DIOD
NasdaqGS:DIODSemiconductor

Diodes (DIOD) One Off Gain Clouds 50.2% Earnings Jump Narrative

Diodes (DIOD) has wrapped up FY 2025 with fourth quarter revenue of US$391.6 million and basic EPS of US$0.22, supported by trailing twelve month revenue of about US$1.5 billion and EPS of US$1.43. The company has seen quarterly revenue range from US$332.1 million to US$392.2 million over the past year, with basic EPS moving from a loss of US$0.10 in Q1 2025 to a peak of US$0.99 in Q2 2025 before moderating in the second half. This sets up a picture where improving trailing margins and a...
NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Gilead Sciences (GILD) Net Margin Reset Challenges Slower Growth Narratives In FY 2025 Results

Gilead Sciences FY 2025 earnings snapshot Gilead Sciences (GILD) has wrapped up FY 2025 with fourth quarter revenue of US$7.9b and basic EPS of US$1.76, alongside trailing 12 month revenue of US$29.4b and EPS of US$6.84 as the company reports a fuller picture of its year. Over the past year, quarterly revenue has ranged from US$6.7b in Q1 2025 to US$7.9b in Q4 2025, while basic EPS has moved between US$1.06 and US$2.46 across those quarters, backing trailing 12 month net income of US$8.5b and...
NYSE:CLF
NYSE:CLFMetals and Mining

Cleveland-Cliffs (CLF) Is Down 14.1% After Deep 2025 Losses And Buybacks Completion Has The Bull Case Changed?

Cleveland-Cliffs Inc. recently reported fourth-quarter 2025 results showing sales of about US$4.31 billion with a net loss of US$243 million, and a full-year 2025 net loss of US$1.48 billion on US$18.61 billion of sales, while completing a US$124.22 million share repurchase program initiated in April 2024. Management attributed the weak year to soft automotive demand, an unfavorable slab contract, and pressures in Canada, while pointing to cost cuts, asset sales, new automotive contracts,...
NYSE:JBI
NYSE:JBIBuilding

Is Janus International (JBI) Using Cheaper Debt To Quietly Redraw Its Risk‑Reward Profile?

On 2 February 2026, Janus International Group, Inc. repriced its privately placed US$551,000,000 first lien term loan, cutting the interest margin by 50 basis points from SOFR + 250 basis points to SOFR + 200 basis points while keeping the maturity and other terms largely unchanged. This refinancing move highlights management’s focus on lowering interest costs and enhancing financial flexibility without increasing leverage or extending debt maturities. Next, we’ll examine how this lower-cost...
NYSE:CNK
NYSE:CNKEntertainment

Cinemark Holdings (CNK) Valuation Check After Mixed Recent Share Price Performance

Recent performance snapshot Cinemark Holdings (CNK) has seen mixed share performance, with a roughly 9.2% gain over the past month, a 13.1% decline over the past 3 months, and a 17.4% negative 1 year total return. See our latest analysis for Cinemark Holdings. With the share price at US$26.04, recent momentum has picked up, with a positive 7 day and 30 day share price return, while the 1 year total shareholder return remains negative despite a strong 3 year gain. If Cinemark’s mixed track...
NasdaqGS:EVRG
NasdaqGS:EVRGElectric Utilities

Assessing Evergy (EVRG) Valuation After Analyst Optimism And Data Center Growth Plans

Recent upbeat analyst sentiment around Evergy (EVRG), together with its push to attract data centers and advanced manufacturing customers, has put the stock in focus for investors watching potential long-term demand and revenue drivers. See our latest analysis for Evergy. The recent enthusiasm around Evergy has come alongside firmer pricing, with a 1 month share price return of 8.11% and a 1 year total shareholder return of 24.12% suggesting momentum has been building rather than fading. If...
NasdaqGS:STNE
NasdaqGS:STNEDiversified Financial

Evaluating StoneCo (STNE) Valuation After Strong Short Term Share Price Momentum

Why StoneCo (STNE) is on investors’ radar StoneCo (STNE) has drawn attention after a year total return of 91.4%, alongside reported annual revenue of R$14,232.084 and a net income loss of R$1,162.741. This combination raises questions about how investors are weighing growth against profitability. See our latest analysis for StoneCo. StoneCo’s recent share price performance has been strong, with a 30 day share price return of 18.35% and year to date share price return of 20.29%. At the same...
NasdaqGS:WMG
NasdaqGS:WMGEntertainment

Warner Music Group (WMG) Is Up 5.6% After AI Licensing Push And Dividend Update Has The Bull Case Changed?

Warner Music Group recently reported past first-quarter 2025 results showing higher sales of US$1.84 billion versus US$1.67 billion a year earlier, while net income declined to US$176 million, alongside ongoing share repurchases totaling 1,397,281 shares for US$41.36 million and the Board affirming a regular US$0.19 per-share dividend payable in March 2026. Management’s emphasis on revenue growth from streaming, AI licensing agreements, and expanded catalog acquisition joint ventures...
NasdaqGS:KSPI
NasdaqGS:KSPIConsumer Finance

Does Cautious Fintech Outlook After Strong Q3 Shift the Bull Case For Kaspi.kz (KSPI)?

In early February 2026, analysts at Susquehanna and JPMorgan adopted a more cautious stance on Kaspi.kz, highlighting slower expected fintech sector growth despite the company’s strong Q3 2025 performance across its Fintech, Payments, E-grocery, and advertising segments. This shift in sentiment underscores a tension between Kaspi.kz’s recent operational momentum and growing concerns that sector-wide headwinds could temper how investors view its growth potential. We’ll now examine how this...
NasdaqGS:NWBI
NasdaqGS:NWBIBanks

Is Northwest Bancshares (NWBI) Pricing Reflect Long Term Value After Recent Share Rebound

If you are wondering whether Northwest Bancshares is attractively priced or not, you are in the right place for a clear look at what the current share price might be implying. The stock most recently closed at US$13.01, with a 7.7% return over the last 30 days, a 7.2% return over the past year and a 29.9% return across five years, although the last 7 days show a 3.2% decline. Recent coverage has focused on how regional banks are positioning themselves in a higher rate setting and how deposit...
NYSE:HUBS
NYSE:HUBSSoftware

HubSpot Buyback And Vested Partnership Reframe Long Term Share Story

HubSpot (NYSE:HUBS) has authorized a $1b share repurchase program, signaling board support for buying back stock. The company has also added Vested to its Solutions Partner ecosystem, targeting deeper reach into financial services. These moves come alongside what the company describes as continued strong financial performance. For investors tracking NYSE:HUBS, these announcements arrive after a tough share price stretch, with the stock at $209.33 and showing a 73.4% decline over the past...
NYSE:XOM
NYSE:XOMOil and Gas

Is It Too Late To Reassess Exxon Mobil (XOM) After A 50% One Year Surge?

If you are looking at Exxon Mobil and wondering whether the current price still makes sense, this article will walk through what the numbers say about its value. The stock last closed at US$155.56, with returns of 5.4% over the past week, 25.4% over the past month, 26.8% year to date and 49.9% over the past year, which naturally raises questions about how the current valuation stacks up. Recent news coverage around Exxon Mobil has focused on its role as a major integrated energy company and...
NYSE:AGX
NYSE:AGXConstruction

Argan (AGX) Valuation Check After Strong Quarter And Power Infrastructure Pipeline Optimism

Argan (AGX) is attracting fresh attention after robust quarterly results, supportive management commentary on power and infrastructure projects, and a balance sheet that includes net cash, along with a project backlog and future pipeline that analysts describe as constructive. See our latest analysis for Argan. The latest quarterly update appears to have shifted sentiment quickly, with a 13.7% 1 day share price return and a 36.6% 30 day share price return, contributing to a very large 1 year...
NasdaqGS:DLTR
NasdaqGS:DLTRConsumer Retailing

Dollar Tree (DLTR) Valuation Check As Higher Income Store Expansion Attracts More $100,000 Plus Shoppers

Dollar Tree (DLTR) is drawing fresh attention as management focuses on higher income shoppers, with nearly half of new stores opening in affluent metro areas and 60% of recent new customers earning over $100,000. See our latest analysis for Dollar Tree. The recent push into wealthier neighborhoods comes as Dollar Tree’s share price return over the past 90 days sits at 21.18%, while the 1 year total shareholder return of 74.24% contrasts with a weaker 3 year total shareholder return, which...
NasdaqGS:ROCK
NasdaqGS:ROCKBuilding

Assessing Gibraltar Industries (ROCK) Valuation As Earnings Growth Meets Mixed Long Term Shareholder Returns

Gibraltar Industries stock snapshot Gibraltar Industries (ROCK) has drawn investor attention after recent trading left the shares around $54.12, with mixed return figures across the past week, month and past 3 months, and a value score of 4. See our latest analysis for Gibraltar Industries. While the share price is around $54.12 with a year to date share price return of 7.94%, longer term total shareholder returns tell a softer story, including a 1 year total shareholder return decline of...