U.S. Consumer Durables Stock News

Cohen & Steers (CNS) just rolled out two new actively managed ETFs, one targeting infrastructure opportunities and another short duration preferred income, extending its real assets franchise and giving investors fresh tools for yield and diversification. See our latest analysis for Cohen & Steers. The new ETF launches come at a time when Cohen & Steers’ share price has slipped, with a 90 day share price return of minus 11.09 percent and a year to date share price return of minus 31.55...

Earlier this month, Barclays downgraded Pentair to Equal Weight from Overweight, arguing that the company’s multi-year margin gains from transformation and cost actions are largely behind it and future earnings will hinge more on underlying end-market demand. The downgrade highlights a concern that Pentair’s current business mix may offer less room for further margin expansion compared with peers exposed to higher-margin markets. We’ll now examine how concerns about fading...

Jim Cramer’s recent “stay away” remarks about Dorman Products (DORM), coming right after the company reaffirmed its 2025 growth guidance, have put the stock under a spotlight for all the wrong reasons. See our latest analysis for Dorman Products. Those comments have landed at a tricky moment for Dorman, with the share price now around $128.01 and a 90 day share price return of roughly negative 21 percent contrasting with a still solid three year total shareholder return near 59 percent. This...

Earlier this month, Expeditors International of Washington presented at Virtual Access Day on December 8, 2025, highlighting its role as a global third-party logistics provider across air and ocean freight. The presentation followed a period in which Expeditors exceeded market expectations on both revenue and earnings per share, reinforcing investor focus on its operational efficiency and demand resilience. We’ll now explore how Expeditors’ stronger-than-expected quarterly results shape its...

Exact Sciences (EXAS) has quietly become one of the stronger movers in diagnostics this month, with shares climbing sharply as investors focus on its improving revenue growth and narrowing losses in cancer testing. See our latest analysis for Exact Sciences. That sharp 30 day share price return of over 50 percent builds on a powerful 90 day gain and a 67 percent one year total shareholder return. This is a clear sign that sentiment has swung toward Exact Sciences growth story despite its...

Enliven Therapeutics (ELVN) just reshuffled its top ranks, naming industry veteran Richard Fair as CEO, President, and board member, while co founder Sam Kintz shifts to Head of Pipeline to focus on R and D. See our latest analysis for Enliven Therapeutics. The leadership shake up lands after a rough stretch for the stock, with a 7 day share price return of minus 22.7 percent and a 1 year total shareholder return of minus 27.17 percent. This suggests momentum has been fading despite the late...

Why STAG Industrial Stock Is Drawing Fresh Attention STAG Industrial (STAG) has quietly outperformed many REIT peers this year, with the stock up around 14% year to date and nearly 10% over the past year, even after a recent pullback. See our latest analysis for STAG Industrial. That steady climb has come even as the latest 1 day and 1 month share price returns are slightly negative, suggesting some profit taking after a strong year to date share price return and solid multi year total...

EverCommerce (EVCM) is back in the spotlight after doubling down on AI powered vertical SaaS, selling noncore assets, buying focused platforms like ZyraTalk, and extending its share buyback plan alongside a fresh debt refinancing. See our latest analysis for EverCommerce. The market seems to be warming back up to that sharper AI powered SaaS focus, with EverCommerce’s 42.96% 1 month share price return pushing the stock near recent highs. However, the 1 year total shareholder return is still...

PVH Corp. recently reported third-quarter 2025 results showing sales of US$2,294.3 million but net income dropping sharply to US$4.2 million, with diluted EPS from continuing operations slipping to US$0.09. Despite modest sales growth over the quarter and nine-month period, the steep earnings compression alongside only slightly positive revenue guidance and continued buybacks raises questions about the quality and resilience of PVH’s profit engine. We’ll now examine how PVH’s sharply weaker...

Impact of Denali Therapeutics Follow on Offering Denali Therapeutics (DNLI) just wrapped up a $200 million follow on equity offering, mixing new common shares with pre funded warrants. The deal is already shaping how investors think about dilution and Denali’s cash runway. See our latest analysis for Denali Therapeutics. That capital raise comes after a choppy stretch where the share price has swung sharply, with a strong 90 day share price return contrasting with a much weaker one year total...

Third quarter beat and credit upgrade put Deluxe in a stronger spot Deluxe (DLX) just delivered a stronger than expected third quarter and picked up a credit upgrade to B+ with a stable outlook, a one two that signals improving balance sheet strength. See our latest analysis for Deluxe. The upbeat quarter and credit upgrade seem to be feeding into a slow but positive shift in sentiment, with Deluxe’s share price returning 10.29% over the last month and a solid 58.60% three year total...

MSA Safety (MSA) has quietly outperformed the broader market over the past month, with the stock climbing about 4% even as its one year return remains slightly negative and volatility stays contained. See our latest analysis for MSA Safety. Zooming out, that recent 1 month share price strength sits against a softer backdrop, with the share price still slightly lower year to date while the 3 year total shareholder return of about 30% shows the longer term wealth creation story remains intact...

Kaiser Aluminum (KALU) has quietly put together a strong run, with the stock up roughly 19% over the past month and about 40% in the past 3 months, drawing fresh valuation questions. See our latest analysis for Kaiser Aluminum. Zooming out, that recent surge sits on top of a solid year to date, with a share price return of roughly 55% and a three year total shareholder return above 60%. This suggests momentum is still building as investors reassess its recovery story and earnings power. If...

Bausch + Lomb (NYSE:BLCO) just got a confidence boost, with recent analyst upgrades helping nudge the stock higher even as the company reshapes its balance sheet through a multibillion dollar debt refinancing. See our latest analysis for Bausch + Lomb. The recent analyst upgrades and debt refinancing have helped the share price regain some momentum, with a 30 day share price return of about 9% and a 3 year total shareholder return of roughly 15%, even though year to date share price...

Centessa Pharmaceuticals (CNTA) just put its orexin strategy front and center by naming Mario Alberto Accardi as CEO and board member, a leadership shift closely aligned with its focused neuroscience pipeline. See our latest analysis for Centessa Pharmaceuticals. The leadership reshuffle lands after a sharp run up in the stock, with Centessa’s 90 day share price return of 20.39 percent and one year total shareholder return of 59.99 percent suggesting momentum is still building despite recent...

Savara (SVRA) just picked up a meaningful intellectual property win, with the European Patent Office signaling its intention to grant a patent on the liquid formulation of MOLBREEVI for autoimmune PAP. See our latest analysis for Savara. That backdrop helps explain why investors have leaned in, with the stock logging a roughly 61 percent 1 month share price return and a powerful multi year total shareholder return while momentum continues to build around MOLBREEVI. If this kind of rare...

Recent commentary highlighted Nelnet’s past two years of approximately 18% annual revenue growth and earnings expansion supported by share buybacks, reflecting growing market share across its student loan servicing, education technology, payment processing, and banking activities. An interesting angle for investors is management’s track record of allocating capital into profitable ventures, reflected in a five-year return on equity of about 10.7%, which reinforces confidence in how the...

Earlier this month, Mission announced on AWS Marketplace six integrated multi-product cloud solutions built with partners including CDW, CrowdStrike, New Relic, Nutanix, Vega Cloud, and Mission’s own managed services to streamline cloud governance, security, and operations for enterprise customers. The launch positions CDW more firmly as an orchestrator of complex, multi-vendor cloud and security stacks, tying its enterprise technology expertise directly into AI-ready and compliance-focused...

Earlier today, J.P. Morgan initiated coverage on SouthState Bank with an Overweight rating, reflecting a positive view of the bank’s prospects and positioning. This new coverage introduces a fresh institutional lens on SouthState’s growth potential, which can meaningfully shape how investors assess the bank’s longer-term trajectory. We’ll now explore how J.P. Morgan’s favorable initiation fits with SouthState’s existing growth narrative and what it might mean for the story ahead. Trump has...

Wondering if LPL Financial Holdings at around $380 a share is still worth buying, or if the big gains are already behind it? You are not the only one trying to figure out what is really priced in. The stock has climbed 2.7% over the last week, 2.8% over the past month, and is now up 16.1% year to date, building on a powerful 277.3% gain over five years that signals investors have been willing to pay up for its story. Behind those moves, the big narrative has been LPL's continued expansion of...

Madison Square Garden Sports recently reported Q1 Fiscal 2026 results that beat earnings expectations despite a revenue miss and amended credit facilities for its subsidiaries, including a US$425 million revolving credit line for the New York Knicks. At its December 2025 annual meeting, the Dolan family’s control was reinforced through Class B voting support, while shareholders backed executive pay and the company’s 2026 auditor, underscoring enduring governance influence over the Knicks and...

On December 11, 2025, Kinsale Capital Group announced board approval for a new US$250,000,000 share repurchase program, coinciding with amendments to its note purchase and credit agreements that loosen restrictions on returning capital to shareholders when no default exists. This combination of a sizable new buyback and more flexible debt covenants highlights management’s emphasis on capital returns alongside growth and underwriting discipline. Next, we’ll examine how this expanded share...

In recent years, Howmet Aerospace has grown annual revenue by 11.4% and lifted earnings per share by a very large 42.7%, helped by active share repurchases and rising market share for its lightweight, multi-material components across transportation applications. This combination of solid top-line expansion and aggressive capital return suggests management has been effective at turning operational progress into faster per-share earnings growth. Now we’ll explore how this powerful...

Earlier this month, SS&C Technologies Holdings announced that Houston-based Voss Capital selected SS&C GlobeOp as fund administrator across two funds with US$375 million in assets and its separately managed accounts, highlighting the breadth of SS&C’s integrated Eze Eclipse and GlobeOp offering. The win with Voss Capital, a contrarian value investor focused on special situations, showcases SS&C’s ability to support sophisticated managers through a scalable, end-to-end operations,...