U.S. Consumer Durables Stock News

NYSE:GE
NYSE:GEAerospace & Defense

Did GE's AI-Focused Singapore Investment and Dividend Move Just Shift General Electric's (GE) Investment Narrative?

In early February 2026, GE Aerospace announced a multi-year investment plan of up to US$300 million to upgrade and expand its engine repair capabilities in Singapore, alongside its board declaring a US$0.47 per-share dividend payable on April 27, 2026 to shareholders of record on March 9, 2026. The Singapore investment, backed by the Economic Development Board and centered on automation, digitization, and AI-enabled inspection, underscores GE Aerospace’s focus on higher-value aftermarket...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet (GOOGL) Margin Improvement Reinforces Bullish Earnings Narratives

Latest FY 2025 earnings snapshot Alphabet (GOOGL) closed FY 2025 with Q4 revenue of US$113.8b and basic EPS of US$2.85, setting the tone for a year where trailing twelve month revenue reached US$402.8b and EPS came in at US$10.91 alongside earnings growth of 32% over the past year. Over recent periods, the company has seen quarterly revenue move from US$96.5b in Q4 2024 to US$113.8b in Q4 2025, while quarterly basic EPS shifted from US$2.17 to US$2.85, supported by an improvement in net...
NYSE:EHC
NYSE:EHCHealthcare

Evaluating Encompass Health (EHC) After Recent Share Price Momentum And Perceived Valuation Discount

Why Encompass Health Is Back On Investors’ Radar Encompass Health (EHC) has drawn fresh attention after recent trading, with the stock near US$105.39 and one day and one week returns in positive territory, even as month and past 3 months performance remain softer. See our latest analysis for Encompass Health. That sharp 5.86% 1 day share price return, on top of an 11.49% 7 day share price gain, comes after a softer 90 day share price return of 8.57%. The 3 year total shareholder return of...
NasdaqGS:LEGN
NasdaqGS:LEGNBiotechs

Legend Biotech (LEGN) Valuation Check As Board Changes And CARVYKTI Sales Update Draw Attention

Legend Biotech (LEGN) has seen a flurry of boardroom changes and fresh sales data that could interest investors, highlighted by the appointment of Gareth Kung as a Class II director and the new Audit Committee chair. See our latest analysis for Legend Biotech. These boardroom changes and the recent CARVYKTI sales update come after a steep 90 day share price return of 46.23% decline and a 1 year total shareholder return of 51.67% loss, suggesting momentum has been weak despite operational...
NYSE:COF
NYSE:COFConsumer Finance

Is Capital One Financial (COF) Pricing Reflect Long Term Prospects After Recent Share Price Pullback

If you are wondering whether Capital One Financial's current share price lines up with its underlying worth, you are not alone. This article is built to help you judge what you are really paying for. The stock last closed at US$222.79, with returns of 1.8% over 7 days, a 12.0% decline over 30 days, a 10.1% decline year to date, 11.0% over 1 year, 102.4% over 3 years and 107.0% over 5 years. This gives plenty of data points to think about how sentiment has shifted over time. Recent headlines...
NYSE:IOT
NYSE:IOTSoftware

Is Samsara’s (IOT) Super Bowl AI Coach And Canada Push Reframing Its Competitive Moat?

In early February 2026, Samsara Inc. unveiled Samsara Coach, an AI-powered, avatar-based driver coaching tool promoted in a Super Bowl LX commercial, and separately announced an expansion of its Canadian operations with local data hosting, domestic logistics, and fleet management partnerships. Together, these moves highlight how Samsara is pairing real-time, AI-driven safety coaching with region-specific infrastructure and partnerships to appeal to highly regulated, complex fleet...
NYSE:EAT
NYSE:EATHospitality

Brinker International Weighs Raised Guidance Against Director Share Sales

Brinker International (NYSE:EAT) reported strong earnings momentum supported by new Chili's menu offerings and steady operations. Management raised revenue and earnings guidance after the latest quarterly results. Directors at the company recorded insider share sales around the same time as the updated outlook. Analyst sentiment has been positive following these developments. Brinker International, the parent company of Chili's, sits at the intersection of casual dining and value focused...
NasdaqGS:EZPW
NasdaqGS:EZPWConsumer Finance

Assessing EZCORP (EZPW) Valuation After A Strong Multi‑Period Share Price Rally

Event context and recent return profile EZCORP (EZPW) has drawn attention after a strong recent share price run, with the stock showing double digit returns over the past week, month, past 3 months, year and past 3 years. Against that backdrop, investors are weighing how its current US$25.63 share price, revenue of US$1.34b and net income of US$122.90m line up with its value score of 2 and indicated intrinsic discount. See our latest analysis for EZCORP. The latest move in EZCORP’s share...
NYSE:CNO
NYSE:CNOInsurance

CNO Financial Group (CNO) Margin Compression To 5.1% Challenges Bullish Growth Narratives

CNO Financial Group (CNO) has wrapped up FY 2025 with fourth quarter revenue of US$1,143.1 million and basic EPS of US$0.98, alongside net income excluding extra items of US$92.9 million, giving investors fresh numbers to weigh against a share price of US$44.64. Over recent periods, the company has seen quarterly revenue range from US$1,004.1 million to US$1,188.7 million and basic EPS move between US$0.21 and US$1.62, while trailing 12 month EPS has shifted from US$3.81 to US$2.35. This sets...
NYSE:NEE
NYSE:NEEElectric Utilities

Assessing NextEra Energy (NEE) Valuation After Xcel Data Center Infrastructure Agreement

NextEra Energy (NEE) is back in focus after Xcel Energy signed a memorandum of understanding with a NextEra subsidiary to accelerate generation, storage, and transmission projects for large customers, particularly data centers. See our latest analysis for NextEra Energy. The Xcel MOU lands at a time when momentum in NextEra Energy’s shares has been picking up, with an approximate 14.2% 1 month share price return and a 35.1% 1 year total shareholder return suggesting growing interest in its...
NYSE:RBLX
NYSE:RBLXEntertainment

Roblox (RBLX) Q4 Loss Of US$316 Million Reinforces Bearish Profitability Narratives

Roblox (RBLX) just closed out FY 2025 with Q4 revenue of US$1.4b and a basic EPS loss of US$0.45, alongside a full year trailing revenue base of US$4.9b and a trailing basic EPS loss of US$1.52. Over the past six quarters, the company has seen quarterly revenue move from US$918.9m in Q3 2024 to US$1.4b in Q4 2025. Over the same period, basic EPS ranged from a loss of US$0.32 in Q1 2025 to a loss of US$0.45 in Q4 2025. This sets up a picture where scale is building but losses remain a key part...
NYSE:SPXC
NYSE:SPXCMachinery

A Look At SPX Technologies (SPXC) Valuation After Recent Share Price Strength

Event context and recent performance SPX Technologies (SPXC) has drawn investor attention after recent share price moves, with the stock up about 2% over the past day, 6.7% in the past week, and 6.9% over the past month. See our latest analysis for SPX Technologies. Zooming out, SPX Technologies has paired this short term share price strength with a 9.4% year to date share price return and a 5 year total shareholder return of about 302%. This points to momentum that has been building over...
NasdaqGM:CAMT
NasdaqGM:CAMTSemiconductor

Assessing Camtek (CAMT) Valuation As Earnings Optimism Lifts Shares Ahead Of February Report

Camtek earnings optimism lifts shares ahead of February report Camtek (CAMT) has attracted fresh attention as its stock outperformed the broader Computer and Technology sector over the past month, with investor focus now squarely on the company’s upcoming February 18 earnings report. See our latest analysis for Camtek. At a share price of $149.02, Camtek’s recent 5.61% 1 day share price return and 29.02% year to date share price return sit alongside a very large 3 year total shareholder...