U.S. Consumer Durables Stock News

Autodesk stock steadies as long term performance diverges Autodesk (ADSK) shares have cooled off recently, with the stock down over the past 3 months even as the company continues to grow revenue and earnings at a healthy double digit clip. See our latest analysis for Autodesk. Over the past year, Autodesk’s share price return has been roughly flat while its three year total shareholder return of about 55% still speaks to solid long term momentum. This suggests recent weakness reflects cooler...

Protagonist Therapeutics (PTGX) shares are back on traders radar after the company and partner Takeda highlighted 52 week Phase 3 VERIFY data for rusfertide in polycythemia vera ahead of an ASH oral presentation. See our latest analysis for Protagonist Therapeutics. The VERIFY update lands on top of a powerful run, with the share price now at $95.35 after a 63.33% 3 month share price return and a huge 3 year total shareholder return of 882.99%. This suggests momentum and expectations are...

If you are wondering whether Tyler Technologies is still worth its premium price tag or if the recent pullback is opening up a genuine opportunity, this breakdown will help you figure out whether the current share price makes sense. The stock is down about 2.9% over the last week, 2.6% over the last month, and roughly 20.7% year to date. This extends a 25.5% slide over the past year, although it remains up 42.3% over three years. Much of this cooling off has come after a strong multi year...

If you are wondering whether ACM Research is still a smart buy after its huge run, or if you might be late to the party, this breakdown will help you decide with a clear, valuation-first lens. The stock has surged recently, climbing 10.6% over the last week, 23.2% over the past month, and a striking 149.4% year to date. Moves like this often signal that market expectations and perceived risk are shifting fast. Those moves have come as investors stay focused on ACM Research's role in...

If you are wondering whether Hartford Insurance Group is still a smart buy after its big run, or if most of the upside is already priced in, you are not alone. That is exactly what we are going to unpack here. The stock has climbed 4.5% over the last week, 24.1% year to date, and 214.9% over five years. This naturally raises the question of whether the current price around $135.3 still offers attractive value. Recent headlines have focused on Hartford strengthening its position in commercial...

Investors in Select Water Solutions (WTTR) are parsing a fresh insider move, as President and CEO John Schmitz just unloaded roughly 281,000 shares for about 3.1 million dollars, raising questions around management sentiment and timing. See our latest analysis for Select Water Solutions. That insider selling comes as the latest share price of $10.85 sits below earlier highs, with a 1 month share price return of 8.72 percent but a year to date share price return of negative 21.15 percent. At...

S&P Global Ratings previously downgraded Cleveland-Cliffs to B+ from BB-, citing elevated leverage and a more stressed credit profile, while the company ended a low-margin slab supply contract with ArcelorMittal that is expected to add about US$500 million of annual EBITDA through higher-priced U.S. slab sales. Together, the rating downgrade and contract exit highlight a trade-off between higher anticipated profitability and increased balance sheet risk that could influence how investors...

Earlier this week, Fitch Ratings affirmed Omega Healthcare Investors’ Long-Term Issuer Default Rating at ‘BBB-’ with a Stable Outlook, highlighting its improving operations, low leverage, and ongoing access to capital despite lingering uncertainty in the skilled nursing sector. The affirmation underscores how demographic support and portfolio improvements are helping Omega maintain credit stability even as sector-level risks persist. We’ll now examine how Fitch’s reaffirmed ‘BBB-’ rating and...

Royal Gold (RGLD) just delivered record third quarter 2025 revenue and cash flow, fueled by the Mount Milligan mine life extension, Fourmile exploration progress, and newly closed Sandstorm Gold and Horizon Copper acquisitions. See our latest analysis for Royal Gold. The market seems to be buying into that growth story, with Royal Gold’s share price up 17.72% over the past month and a strong year to date share price return of 62.59 percent. Longer term total shareholder returns above 100...

If you are wondering whether Alexandria Real Estate Equities is a beaten down bargain or a value trap, you are in the right place to unpack what the current share price is really telling us. The stock has inched up 2.6% over the last week even after falling 10.8% over the past month and sliding around 52% year to date, so something has clearly shifted in how the market is reassessing its risk and reward profile. Recent headlines have focused on how life sciences office demand is evolving and...

Mitek Systems (MITK) just released fresh earnings and 2025 guidance, and the headline is a mixed picture: steady revenue growth with sharply higher full-year profit, but a weaker quarterly bottom line. See our latest analysis for Mitek Systems. The earnings update seems to have reminded investors of Mitek’s steady progress, with the 1 month share price return of 12.15% lifting the latest share price to $10.06, even as the 5 year total shareholder return remains deeply negative and longer term...

Earlier this month, Zeta Global Holdings took part in the 14th Annual ROTH Deer Valley Event in Utah, with its CFO and investor relations leaders outlining the company's latest operational and financial updates to institutional investors. Ahead of and around this event, Manatuck Hill Partners lifted its stake to 705,000 shares valued at US$14.00 million, underscoring growing institutional interest in Zeta Global’s ability to convert product traction and revenue growth into stronger cash...

In December 2025, Verisk announced an expanded collaboration with KYND that embeds KYND’s cyber risk intelligence into Verisk’s Rulebook platform, giving insurers and brokers integrated tools for pricing, underwriting and distribution decisions across major lines of business. This move directly addresses rising cyber vulnerabilities highlighted by KYND’s research on large UK retailers, underscoring how demand for richer cyber risk data is becoming central to insurance risk selection and...

Fermi America disclosed that its prospective first tenant for the Project Matador AI campus in Texas terminated a US$150,000,000 Advance in Aid of Construction agreement, even though no funds had been drawn and lease negotiations are still ongoing. At the same time, Fermi secured an Electric Service Agreement for up to 200 megawatts of grid power and advanced work on water‑saving cooling technology, underscoring that the project’s physical infrastructure is progressing even as anchor...

If you have been wondering whether Cabot is quietly turning into a value opportunity, you are not alone. The recent setup makes it worth a closer look. The stock has bounced about 4.6% over the last week and 10.9% over the last month. Yet it is still down roughly 23.1% year to date and 32.3% over the past year, which is a classic profile for a potential mispricing rather than a broken business. Recent headlines have focused on Cabot's positioning in performance materials and specialty...

Earlier this week, Mercury General director George Gwyer Braunegg increased his stake by purchasing 552 company shares, while Mercury Insurance separately released homeowner education materials clarifying common coverage misconceptions. The insider purchase stands out as a tangible signal of internal confidence at a time when the company is working to deepen policyholder understanding of risk and coverage. We’ll now examine how Braunegg’s insider buying could influence Mercury General’s...

Ares Management just boosted its stake in Global Business Travel Group (GBTG) by nearly 22%, right after the company beat revenue expectations but missed on earnings, a mix that is giving investors plenty to unpack. See our latest analysis for Global Business Travel Group. That backdrop helps explain why the latest share price of $8.06 comes after a 1 month share price return of 12.26%, even as the year to date share price return is still negative and the 3 year total shareholder return of...

Applied Materials (AMAT) just closed out FY 2025 with Q4 revenue of about $6.8 billion and basic EPS of $2.39, capping a year in which trailing 12 month revenue was $28.4 billion and EPS reached $8.70. Over the last few quarters, the company has seen revenue move from $7.0 billion in Q4 2024 to a range between $6.8 billion and $7.3 billion in FY 2025, while quarterly EPS tracked between $1.46 and $2.64. This sets up a story where investors will be weighing solid top line scale against how...

Four Corners Property Trust (FCPT) has slid roughly 14% this year and about 10% over the past 3 months, pulling the share price back toward levels that income focused real estate investors tend to recheck their assumptions. See our latest analysis for Four Corners Property Trust. That slide has come as investors reassess interest rate expectations and risk across income focused REITs, even as Four Corners continues to post steady rent collection and modest growth in restaurant and retail net...

If you are wondering whether Pinterest at around $25.99 is quietly setting up a value opportunity or just another value trap, you are in the right place. Despite a choppy ride with returns of -2.8% over the last week, -2.4% over the last month, and a -15.0% drop year to date, the stock is still up 4.8% over three years, even though it sits about -63.1% below its five year level. Recently, investors have been reacting more to shifting sentiment around digital ad spending and the platform's...

In recent trading, Hope Bancorp drew attention as investors reacted to the past 25-basis-point Federal Reserve interest rate cut and its more dovish tone, alongside expectations for strong upcoming quarterly earnings. Together, these macro and company-specific factors have sharpened the market’s focus on how Hope Bancorp might perform in a lower-rate setting. With the Federal Reserve’s recent rate cut boosting sentiment around bank earnings, we’ll now examine how this shift could reshape...

Wondering if Shake Shack at around $83 a share is a bargain or a value trap? You are not alone, and this is exactly the kind of stock where a closer look at valuation really matters. The share price has bounced 6.6% over the last week but is still down 8.2% over 30 days, 37.6% year to date and 36.8% over the past year, a volatile mix that hints at shifting views on its growth runway and risk profile. Investors have been reacting to a steady stream of store expansion updates and management...

If you have ever wondered whether Virgin Galactic Holdings at $3.24 is a bargain or a value trap, you are not alone. This stock divides opinion like few others in the space tourism theme. After a long slide that includes a 24.8% decline over the last week, 11.7% over the past month, and a staggering 46.5% year to date, many investors are asking whether the risk profile has finally shifted enough to justify a fresh look. Recent headlines have focused on Virgin Galactic winding down its first...

Toast (TOST) has quietly slipped about 2% over the past day and roughly 12% over the past 3 months, even as revenue and net income continue to grow at a double digit clip. See our latest analysis for Toast. That pullback sits within a choppier backdrop, with Toast’s share price returning around negative 3% year to date and a softer 1 year total shareholder return. Its 3 year total shareholder return remains strongly positive, suggesting momentum has cooled but longer term believers are still...