U.S. Consumer Durables Stock News

Kroger (KR) has just posted a tough Q3 2026, with revenue of about $33.9 billion and a basic EPS of roughly -$2.02, swinging from a profit in prior quarters as net income excluding extra items came in at around -$1.3 billion. Over the past few quarters, the company has seen quarterly revenue hold in a tight band around the mid $30 billion range while basic EPS moved from $0.64 in Q2 2025 to $0.85 in Q3 2025, $0.91 in Q4 2025, $1.30 in Q1 2026, $0.92 in Q2 2026 and then this latest negative...

If you are wondering whether Hewlett Packard Enterprise is still a smart buy at around $23.87, you are not alone. This stock has quietly become a favorite talking point for value focused investors. HPE has put together a solid run, with the share price up 2.3% over the last week, 4.6% over the last month and 11.2% year to date, adding to a much stronger 12.3% 1 year gain and an impressive 126.9% over 5 years. Recent headlines have highlighted HPE's push deeper into hybrid cloud and edge...

If you are wondering whether Bank OZK is still attractively priced today or if the easiest gains are already behind it, this overview can help unpack what the market might be overlooking. The stock has quietly climbed about 3.0% over the last week and 10.4% over the last month, and is up 11.1% year to date. Those gains add to longer-term increases of 38.7% over three years and 92.6% over five years. Recent market attention has focused on Bank OZK’s strategic positioning in commercial real...

Marqeta (MQ) just rolled out a new share repurchase program of up to $100 million. This capital allocation move stands out given its recent revenue declines and margin pressure. See our latest analysis for Marqeta. The buyback news lands after a choppy stretch for Marqeta, with a 32.44% year to date share price return but a weaker 3 year total shareholder return of negative 24.12%. This suggests momentum is only cautiously rebuilding around the current 4.94 dollar share price. If this capital...

If you are wondering whether Celsius Holdings is still a smart consideration after its huge run up, or if the fizz has finally come out of the can, this breakdown will walk you through what the current price really implies. Over the last year the stock is up 37.9%, including a 61.2% gain year to date and a recent 4.2% jump over the past week. This indicates that the market is still reassessing its growth story and risk profile. Recent headlines have focused on Celsius expanding distribution...

St. Joe (JOE) is kicking off development of a Publix anchored lifestyle center at Watersound West Bay Center in Panama City Beach, a steady brick and mortar signal of how the company is leaning into corridor growth. See our latest analysis for St. Joe. That corridor story is showing up in the numbers too, with the share price at $62.82 after a roughly 41% year to date share price return and a three year total shareholder return of about 74%, suggesting momentum is building as investors price...

Mizuho recently upgraded Magnolia Oil & Gas to Outperform, pointing to its attractive inventory quality, strong balance sheet, and consistent above-average cash returns, along with a breakeven inventory cost below US$60 per barrel and underappreciated Gulf Coast natural gas exposure. The upgrade also highlights that Magnolia’s shares now trade at a relative discount on free cash flow to enterprise value, framing it as an unusually inexpensive option among higher-quality exploration and...

In the past quarter, Medpace Holdings reported a 23.7% year-over-year revenue increase, underscoring strong organic growth in its clinical research services for early-stage biopharma clients without depending on acquisitions. Industry commentary also highlights that Medpace’s earnings per share have grown faster than revenue in recent years, supported by consistent share buybacks and expectations for demand to accelerate above its recent two-year trend. We’ll now examine how this robust,...

In recent months, IPG Photonics reported strong third-quarter results driven by demand for welding in electric vehicles and stationary storage batteries, while also advancing additive manufacturing and opening a Huntsville, Alabama facility as the headquarters for its new laser defense business. Alongside this expansion, a pre-arranged Rule 10b5-1 stock sale by senior executive Angelo Lopresti and the company’s virtual strategy meeting underscore how IPG Photonics is reshaping its mix...

Tilray Brands recently announced that its Redecan unit launched Amped Live Resin Liquid Diamond 1g 510 cartridges in Canada, while also promoting a broad 2025 holiday drink gift guide across its craft beer, spirits, RTD cocktails, and hemp-derived THC beverage portfolio. These product moves arrive as reports of a potential U.S. federal rescheduling of marijuana toward Schedule III reshape expectations for Tilray’s cannabis and beverage-led growth opportunities. We’ll now examine how the...

Wondering if ANI Pharmaceuticals is still good value after its big run, or if you might be late to the party? You are in the right place to break down what the current price really implies. The stock has cooled slightly in the short term, with the share price down 1.7% over the last week and 4.3% over the past month. It is still up 45.0% year to date and 42.1% over the last year, and a huge 111.2% and 157.9% over the past 3 and 5 years respectively. Recent attention around ANI...

AerCap Holdings N.V. recently authorized a share repurchase program of up to US$1,000 million through June 30, 2026, alongside new leasing deals and the first delivery of a Boeing 777-300ERSF freighter to Fly Meta Leasing. Together, the sizeable buyback and expanding freighter and narrowbody leasing activity highlight AerCap’s ongoing focus on capital returns and strengthening its position in the cargo segment. We’ll now explore how AerCap’s US$1,000 million share repurchase authorization...

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...

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...