U.S. Consumer Durables Stock News

In early January 2026, the Trump administration announced measures barring large institutional investors from purchasing additional single-family homes in the U.S., directly affecting Invitation Homes’ ability to expand its rental portfolio. This policy shift highlights growing federal scrutiny of institutional ownership in the housing market, raising new questions about business models built on large-scale single-family rentals. We will now examine how this government restriction on...

Recent commentary around the Security and Safety Services industry has put Resideo Technologies (REZI) in focus, as demand for its First Alert SC5 connected detectors and ElitePRO smart thermostats attracts fresh attention from investors. See our latest analysis for Resideo Technologies. The recent focus on connected detectors and smart thermostats comes after a mixed price pattern, with Resideo Technologies’ share price returning 3.33% over one day but recording a 14.55% decline over 90...

Prologis (NYSE:PLD) has announced a planned $25b expansion into the data center market. The company aims to serve AI related demand by building and operating data center facilities alongside its logistics real estate. This move represents a diversification of Prologis's business beyond its traditional warehouse and industrial portfolio. Prologis, trading at $129.68, is widely known for its global logistics real estate footprint. Its shares have returned 14.0% over the past year and 39.3%...

Event driven snapshot Mobileye Global (MBLY) is on investors’ radar after a recent stretch of weak share performance, with the stock around $8.97 and negative returns over the past week, month and past 3 months prompting closer scrutiny. See our latest analysis for Mobileye Global. The recent 7 day share price return of negative 11.63% and 30 day share price return of negative 20.12%, with the stock at $8.97, adds to a weaker trend, reflected in a 1 year total shareholder return of negative...

Roku is facing a potential class action lawsuit over alleged screen defects in certain Roku TVs and related warranty limitations, while also rolling out features like a new unified Subscriptions Tab and enhanced Winter Olympics viewing tools in partnership with NBCUniversal. The contrast between product reliability concerns and Roku’s push to deepen user engagement on its platform highlights a tension between legal risk and ecosystem expansion. We’ll examine how rising legal scrutiny around...

If you are wondering whether Abercrombie & Fitch at around US$101 a share still offers value, or if most of the easy gains are already behind it, this article is for you. The stock is up 4.5% over the last week, after an 18.0% decline over the past month and an 18.0% drop year to date, with a 12.2% decline over the last year and a very large gain over the past 5 years. Recent attention on Abercrombie & Fitch has focused on its share price pullback after a very strong multi year run,...

Hubbell (NYSE:HUBB) has launched its Aclara360 software platform to support grid automation and utility operations. The platform is designed to give utilities stronger analytics, clearer operational visibility, and closer integration with existing systems. Hubbell also reported results from large scale utility pilot programs, providing real world validation of Aclara360’s capabilities. For investors watching Hubbell at a share price of $495.59, this product launch sits alongside multi year...

Immunocore Holdings (NasdaqGS:IMCR) announced the departure of Executive Vice President of Research and Development, Dr. David Berman. The company is not recruiting a direct replacement for the role and is instead restructuring its R&D leadership. Dr. Mohammed Dar and Mark Moyer have been promoted to Executive Vice President positions with expanded responsibilities. The leadership changes are intended to streamline R&D oversight and redistribute decision making across the senior...

InterDigital signed a new patent license agreement with LG Electronics covering digital TVs and computer display monitors. The company also renewed a patent license with a well established Chinese smartphone vendor. For investors watching NasdaqGS:IDCC, these fresh licensing deals come with the stock at $329.38 and very strong multi year share price gains, including 82.8% over the past year and a very large 3 year return. The agreements highlight InterDigital's role as a key licensor of...

Arm Holdings recently reported its strongest-ever quarter, unveiled its Lumex CSS on-device AI platform, and announced major AI collaborations with Meta, Amazon Web Services, Google, and Apple, reinforcing its role at the core of data center and edge AI infrastructure. An especially important development is Arm’s unified AI computing push with Meta and long-term licensing deals extending with partners like Apple beyond 2040, which together suggest a deeper and more durable integration of Arm...

Royal Caribbean Group reported past fourth-quarter 2025 revenue of US$4.26 billion and net income of US$754 million, alongside full-year revenue of US$17.94 billion and net income of US$4.27 billion, as it issued upbeat 2026 guidance and completed a US$200 million share buyback. The company also unveiled long-term growth plans, including ordering two new Discovery Class ocean ships with options for four more and expanding its Celebrity River Cruises fleet, underpinned by what management...

Gilead Sciences (NasdaqGS:GILD) has expanded its oncology pipeline through a new licensing deal with Repare Therapeutics. Phase 3 data for Trodelvy combined with Merck's Keytruda in first line metastatic triple negative breast cancer were published in The New England Journal of Medicine. These updates highlight oncology as an increasingly important area within Gilead's broader portfolio. For you as an investor, the story at Gilead is increasingly about oncology rather than only virology and...

United Therapeutics recently reported positive phase 1 results for miroliverELAP, an investigational external liver assist device tested in five acute liver failure patients who were not transplant candidates, with survival achieved during treatment and no unexpected serious adverse events over 32 days of follow-up. This early success underscores the company’s broader push into bioengineered organ alternatives, potentially expanding its role beyond pulmonary disease into life-support...

Vishay Intertechnology (VSH) has rolled out a series of new silicon carbide MOSFET power modules and Trench MOS Barrier Schottky rectifier modules, targeting higher efficiency in automotive, energy, industrial, and telecom power systems. See our latest analysis for Vishay Intertechnology. The recent product launches have arrived alongside a sharp shift in sentiment, with Vishay Intertechnology’s 30 day share price return of 35.19% and 1 year total shareholder return of 30.51% contrasting with...

If you are wondering whether Legend Biotech's current share price still reflects its potential, you are not alone. Many investors are asking the same question after a tough period for the stock. Legend Biotech's share price closed at US$17.15, with returns of a 9.5% decline over 7 days, a 20.3% decline over 30 days, a 20.3% decline year to date, a 54.0% decline over 1 year and a 65.5% decline over 3 years. This performance has reshaped how some investors view both its upside and its...

Republic Bancorp (RBCA.A) has come into focus after its Q4 2025 report, which combined higher revenue and net interest income with an adjusted EPS miss and increased net charge-offs, giving investors a mixed earnings picture. See our latest analysis for Republic Bancorp. The share price has moved to US$73.42, with a 1-day share price return of 1.12% and a 90-day share price return of 12.42%. The 1-year total shareholder return of 17.51% and 5-year total shareholder return of 104.74% point to...

Arrowhead Pharmaceuticals (ARWR) has begun dosing participants in a Phase 1/2a trial of ARO DIMER PA, a dual gene targeting RNAi candidate for mixed hyperlipidemia related atherosclerotic cardiovascular disease. See our latest analysis for Arrowhead Pharmaceuticals. The ARO DIMER PA dosing update comes after a strong run in Arrowhead Pharmaceuticals' shares, with a 90 day share price return of 92.87% and a 1 year total shareholder return of 289.54%. Momentum has been building recently,...

Why Cooper Companies is back in focus Cooper Companies (COO) is back on investors’ radar after renewed analyst coverage at William Blair following activist investor pressure, alongside a company review of a potential separation of its CooperVision and CooperSurgical businesses. See our latest analysis for Cooper Companies. Cooper Companies’ share price has been relatively muted in the short term, with a 90 day share price return of 16.75% contrasting with a 1 year total shareholder return...

Sonoco Products (NYSE:SON) has entered a 15 year Virtual Power Purchase Agreement with ENGIE North America to source renewable wind energy. The agreement is intended to support Sonoco's emissions reduction efforts and shift more of its operational energy use toward renewables. The company also announced the planned retirement of Chief Operating Officer Rodger Fuller, alongside an upcoming executive restructuring. For investors watching NYSE:SON, these updates arrive with the share price at...

If you are wondering whether OUTFRONT Media is still reasonably priced after its recent run, this article walks through what the current share price could imply about value. The stock last closed at US$25.23, with returns of 3.2% over 7 days, 6.4% over 30 days, 6.4% year to date, 47.5% over 1 year, 53.3% over 3 years, and 58.1% over 5 years. Those moves sit against a backdrop of ongoing interest in the company as an outdoor advertising REIT and continuing coverage in the financial press that...

In late January 2026, multiple research firms including Truist Financial and H.C. Wainwright reaffirmed positive views on Nuvation Bio after its Ibtrozi cancer franchise showed robust initial uptake despite seasonal headwinds. Analysts also highlighted the company’s mIDH1 glioma program, with key clinical readouts expected as early as 2026, adding another potential growth pillar to its oncology story. We’ll now look at how analyst enthusiasm around Ibtrozi’s early positioning as a preferred...

Recent performance snapshot for Duolingo (DUOL) With no single headline event dominating attention, Duolingo (DUOL) has been drawing interest largely because of its recent share performance and fundamentals, prompting investors to reassess what the current price might already be reflecting. See our latest analysis for Duolingo. At a share price of $131.93, Duolingo’s recent 30 day share price return of a 25.24% decline and 90 day share price return of a 49.65% decline point to fading...

In recent months, Spotify has raised its US premium subscription price from US$11.99 to US$12.99 per month while reporting better‑than‑expected third‑quarter 2025 revenue, gross margin, and operating income amid growing engagement with video podcasts. The company’s push beyond music into podcasts and other high‑engagement formats, combined with analyst optimism about pricing power, is reshaping how investors view its long‑term role in global audio streaming. We’ll examine how Spotify’s...

Weyerhaeuser (NYSE:WY) has announced an increase to its base dividend alongside a new share repurchase program. The company plans significant divestitures of non core timberlands as part of a portfolio reshaping effort. Management has outlined a long term growth strategy targeting higher EBITDA by 2030. For investors watching NYSE:WY, these decisions come as the stock trades around $25.84, with a 30 day return of 8.6% and a 1 year return showing a decline of 13.2%. Over 3 and 5 years, the...