U.S. Consumer Durables Stock News

Piper Sandler Companies (PIPR) has been quietly rewarding patient shareholders this year, and its recent pullback could have watchful investors asking whether the latest dip offers a more attractive entry point. See our latest analysis for Piper Sandler Companies. The latest 1 day share price pullback sits against a solid year to date share price return and a striking multi year total shareholder return. This suggests momentum is cooling in the short term, while the long run compounding story...

VICI Properties (VICI) has been drifting lower over the past month, even as its long term track record remains positive, and that divergence is exactly what has value focused investors taking a closer look. See our latest analysis for VICI Properties. Zooming out, that 1 month share price return of negative 6.8% and 3 month share price return of negative 13.2% has cooled the story a bit, yet a 5 year total shareholder return of around 42% shows the longer term compounding trend is still...

Urban Outfitters (URBN) has quietly rewarded patient investors this year, with the stock up roughly 44% year to date and about 48% over the past year, outpacing many retail peers. See our latest analysis for Urban Outfitters. That surge has not come out of nowhere, with a 32.98% 1 month share price return adding to already strong multi year total shareholder returns, as investors increasingly price in steady revenue and earnings growth. If strong momentum at Urban Outfitters has caught your...

Orchid Island Capital, Inc. previously declared a monthly cash dividend of US$0.12 per share for December 2025, payable on January 29, 2026 to shareholders of record and ex-dividend as of December 31, 2025. Strong third-quarter 2025 results well ahead of expectations, combined with new analyst coverage and a maintained monthly dividend, have drawn fresh attention to the balance between Orchid Island Capital’s income appeal and the strain that high payouts can place on book value growth. With...

Braze, Inc. recently reported third-quarter 2025 results, with revenue rising to US$190.84 million while net loss widened to US$36 million, and issued fourth-quarter and full-year 2025 revenue guidance of about US$197.5–198.5 million and US$730.5–731.5 million, respectively. Management highlighted strong customer additions and rising use of its AI-powered, multi-channel engagement platform, especially around high-intensity marketing periods like Cyber Week, as key drivers of the recent...

UniFirst (UNF) has flown a bit under the radar lately, but its steady revenue and earnings growth make the recent pullback interesting for investors who like durable, service driven business models. See our latest analysis for UniFirst. The stock has cooled off after its recent run. A 1 month share price return of 8.06 percent has rolled over into a modest year to date share price gain of 2.28 percent, while the 1 year total shareholder return of negative 5.78 percent shows longer term...

Earlier this week, BMO Capital Markets upgraded Ashland to an Outperform rating, citing operational improvements following restructuring and a more streamlined specialty chemicals portfolio. BMO also highlighted the potential involvement of an activist investor as a possible catalyst for sharpening management execution and influencing how value is returned to shareholders. Next, we will explore how BMO's upgrade and possible activist influence could reshape Ashland's investment narrative and...

Madison Square Garden Sports (MSGS) just pushed to a fresh all time high after a stronger than expected Q1 earnings print, even though revenue lagged. Investors appear to be prioritizing profitability. See our latest analysis for Madison Square Garden Sports. The latest Q1 beat and credit facility updates have helped extend a steady uptrend, with the stock now near $235.21 and momentum firming after a roughly high single digit 3 month share price return, backed by a strong multi year total...

Wynn Resorts (WYNN) grabbed fresh attention after Goldman Sachs moved the stock onto its Conviction Buy list, highlighting stronger Las Vegas performance and improving Macau trends as key drivers behind the recent share strength. See our latest analysis for Wynn Resorts. That upgrade lands on top of a powerful run, with the share price up strongly so far this year and a solid one year total shareholder return. This suggests momentum is still building as investors reassess Wynn's earnings and...

Earlier this month, Udemy announced a new AI-powered microlearning experience and a partnership with LG CNS that brings its AI learning platform to more than 500 Korean enterprises via LG CNS’s AX Platform. Together, these moves highlight how Udemy is using AI to reshape course delivery while tapping Korea’s innovation-focused corporate sector to deepen its enterprise footprint across Asia-Pacific. We’ll now look at how Udemy’s AI-driven microlearning rollout, especially its LG CNS...

Burford Capital (NYSE:BUR) just delivered an eventful Q3 update, with management flagging more than 50% growth in definitive commitments, 15% portfolio expansion year to date, and a 61% jump in deployments. See our latest analysis for Burford Capital. Even with that operational momentum, the share price tells a more cautious story, with a roughly 6.4% 1 month share price return but a sharp 29% year to date share price decline and a mixed longer term total shareholder return profile. If this...

Wondering if S&P Global is still worth buying at nearly $500 a share, or if most of the upside is already priced in? This article will unpack what the current share price is really implying about future growth and risk. The stock has inched up 1.9% over the last week and 1.2% over the past month, while longer term returns of 54.3% over three years and 63.4% over five years show why many investors already see it as a compounder. Recent attention has focused on S&P Global's ongoing role in...

Datadog (DDOG) has been under pressure lately, with the stock sliding about 24% over the past month even as revenue grew roughly 17% and net income climbed more than 34% year over year. See our latest analysis for Datadog. That steep 30 day share price return of minus 24.3 percent has taken the stock back near where it started the year, despite a slightly positive 90 day share price return and a still impressive three year total shareholder return of 84.3 percent. This suggests momentum has...

In recent months, Acushnet Holdings completed a US$500 million senior notes offering due 2033 at a 5.625% interest rate, while FootJoy President Christopher Aaron Lindner sold 6,500 company shares. This combination of balance-sheet optimization and insider selling, alongside fresh analyst commentary after the latest quarterly results, has sharpened investor focus on Acushnet’s longer-term outlook. We’ll now examine how the US$500 million senior notes issuance could influence Acushnet’s...

Cognex (CGNX) grabbed attention after Goldman Sachs issued a rare double upgrade, shifting its rating straight from Sell to Buy and sending the stock up about 5% in afternoon trading. See our latest analysis for Cognex. The 5.83% 1 day share price return to $36.83 stands out against a still cautious backdrop, with the 90 day share price return of minus 16.45% and 5 year total shareholder return of minus 52.82% suggesting sentiment may only just be turning. If Cognex’s move has you rethinking...

In 2025, Power Solutions International drew fresh attention as it rode AI-driven demand for data center power systems while facing scrutiny over its accounting practices. Despite these concerns, the company’s strong balance sheet and high insider ownership, alongside new equity awards to director Hong He, have sharpened investor focus on its longer-term AI-related growth potential. Next, we’ll examine how these accounting questions alongside AI-fueled demand for data center power systems...

Earlier in 2025, JLL’s Capital Markets group arranged US$306 million in senior non-recourse construction financing and US$78 million in preferred equity for the 678-unit Harborside 8 luxury waterfront multifamily project in Jersey City, with Kennedy-Wilson providing the floating-rate senior loan. This financing deepens Kennedy-Wilson’s partnership with the development team and underscores its focus on large-scale, higher-end rental housing projects in growth corridors. We’ll now examine how...

Murphy Oil (MUR) has been quietly grinding higher over the past few months, and that recent strength has some investors revisiting the stock as a longer term energy play. See our latest analysis for Murphy Oil. Over the past year Murphy’s 12.25% total shareholder return has been driven by a strong 90 day share price return of 16.01%. This suggests momentum is building again even after the latest pullback. If Murphy’s recent run has caught your attention, this could be a good moment to see...

Bernstein Liebhard LLP and Levi & Korsinsky LLP have filed securities class action lawsuits against Perrigo Company plc, alleging that the company misrepresented the condition and investment needs of its Nestlé-acquired infant formula business, including undisclosed manufacturing deficiencies and required capital expenditures. The complaints claim Perrigo’s past disclosures led investors to overestimate the infant formula unit’s operational health and profitability, raising fresh questions...

Amphenol recently reported record quarterly sales that far exceeded its own guidance, lifted its quarterly dividend by 52% to US$0.25 per share, and advanced two major connectivity acquisitions, including Trexon and CommScope’s Connectivity and Cable Solutions business. Together, stronger cash returns to shareholders, expanding data center and AI infrastructure exposure, and a broader high-reliability portfolio in areas like defense technology reshape how investors may view Amphenol’s...

SBA Communications (SBAC) has quietly drifted lower this year, and with the stock now down roughly 7% over the past year, investors are starting to revisit its long term tower infrastructure story. See our latest analysis for SBA Communications. That softer 1 year total shareholder return of 7.22 percent and a 3 year total shareholder return of 28 percent suggest momentum has been fading as investors recalibrate growth expectations and interest rate risks around tower REITs, even with SBA...

Weyerhaeuser (WY) just gave investors a fresh storyline by pairing its ambitious 2030 growth plan with a new Aymium partnership to supply sustainable biocarbon for metals production, a diversification play tightly linked to global decarbonization trends. See our latest analysis for Weyerhaeuser. Even with all this strategic activity, Weyerhaeuser’s share price at $23.28 reflects a tough stretch, with a year to date share price return of negative 16.8 percent and a one year total shareholder...

Navient (NAVI) has quietly drifted higher, with the stock up around 5% over the past week and 8% over the past month, even though its 1 year return remains negative. See our latest analysis for Navient. The recent 1 month share price return of just over 8 percent looks more like a short term sentiment reset than a full trend change. This is especially the case with the 1 year total shareholder return still in negative territory despite a strong 5 year total shareholder return. If Navient’s...

Teladoc Health (TDOC) just filed a new shelf registration to potentially issue about 1.8 million shares, or roughly $13.6 million of common stock, tied to its employee stock ownership plan. See our latest analysis for Teladoc Health. The new ESOP related shelf filing lands as Teladoc’s 1 month share price return of 7.08% contrasts with a much weaker year to date share price return and a steep multi year total shareholder return decline, suggesting any positive momentum is still fragile. If...