U.S. Consumer Durables Stock News

NYSE:BE
NYSE:BEElectrical

How Brookfield’s US$5 Billion Data Center Partnership At Bloom Energy (BE) Has Changed Its Investment Story

In recent days, Bloom Energy announced that Brookfield Asset Management agreed to invest up to US$5.00 billion to deploy Bloom’s fuel cell technology in data centers, against a backdrop of heightened interest in alternative power solutions amid rising oil prices and geopolitical tension. This large capital commitment, combined with growing demand from AI-driven data centers and broader on-site power applications, highlights Bloom’s increasing relevance as a provider of resilient local power...
NYSE:GETY
NYSE:GETYInteractive Media and Services

Getty Images (GETY) Swings To US$90.8 Million Q4 Loss Testing Bullish Turnaround Narrative

Getty Images Holdings (GETY) has just closed out FY 2025 with fourth quarter revenue of US$282.3 million and a basic EPS loss of US$0.22, alongside trailing twelve month revenue of US$981.3 million and a trailing EPS loss of US$0.50. Over the past year, the company has seen quarterly revenue range from US$224.1 million to US$282.3 million, with EPS swinging between a profit of US$0.05 in Q3 2025 and losses of up to US$0.25 in Q1 2025. During the same period, trailing net income moved from a...
NasdaqGM:FRST
NasdaqGM:FRSTBanks

Primis Financial (FRST) Net Interest Margin Recovery Challenges Bearish Narratives On Profitability

Primis Financial's FY 2025 Earnings Snapshot Primis Financial (FRST) closed FY 2025 with fourth quarter revenue of US$78.4 million and basic EPS of US$1.20, while trailing twelve month revenue reached US$211.3 million and EPS came in at US$2.49. Over recent periods, revenue has moved from US$5.8 million in Q4 2024 to US$78.4 million in Q4 2025, and basic EPS has shifted from a loss of US$0.94 per share in Q4 2024 to EPS of US$1.20, putting margins and profitability under closer scrutiny for...
NYSE:SRE
NYSE:SREIntegrated Utilities

How Sempra’s US$800 Million Senior Notes Offering Will Impact Sempra (SRE) Investors

Sempra recently completed a fixed-income offering, issuing US$800 million of 5.25% senior unsecured notes due March 15, 2036, at a slight discount to face value. This sizable, callable bond issue could reshape Sempra’s capital structure and funding flexibility, influencing how it finances future infrastructure and LNG projects. We’ll now examine how raising nearly US$800 million in new senior unsecured debt may influence Sempra’s existing investment narrative and risk profile. Invest in the...
NasdaqGS:BCYC
NasdaqGS:BCYCBiotechs

Bicycle Therapeutics (BCYC) Quarterly Loss Of US$59.1 Million Tests Growth Focus Narrative

Bicycle Therapeutics (BCYC) has just posted its FY 2025 third quarter numbers, with revenue of about US$11.7 million and a basic EPS loss of US$0.85. Trailing twelve month figures show revenue of roughly US$28.3 million and a basic EPS loss of US$3.62. Over recent quarters, revenue has ranged from US$2.9 million to US$11.7 million, while quarterly basic EPS losses have moved between US$0.74 and US$1.14. This gives investors a clearer sense of a business that appears to be in investment mode...
NasdaqCM:ESTA
NasdaqCM:ESTAMedical Equipment

Is Strong 2025 Performance And China Expansion Reframing The Investment Case For Establishment Labs (ESTA)?

Establishment Labs Holdings recently reported strong 2025 operating performance, highlighting rapid adoption of its Motiva implant platform, progress with next‑generation Preservé and Mia procedures, and new international partnerships including China under the leadership of CEO Peter Caldini. This combination of product innovation and efforts to streamline global distribution, particularly in a large regulatory market like China, could materially influence the company’s long-term growth...
NasdaqGM:RFIL
NasdaqGM:RFILElectronic

RF Industries (RFIL) Returns To Profit In FY 2025 Challenging Cautious Narratives

RF Industries (RFIL) just wrapped up FY 2025 with fourth quarter revenue of US$22.7 million and basic EPS of US$0.02, alongside trailing 12 month revenue of US$80.6 million and basic EPS of essentially breakeven at US$0.01. Over recent quarters the company has seen revenue move from US$16.8 million in Q3 2024 to US$18.5 million in Q4 2024 and then to US$22.7 million in Q4 2025. Quarterly EPS shifted from a loss of US$0.07 in Q3 2024 to a loss of US$0.02 in Q4 2024 and then to a profit of...
NYSE:CANG
NYSE:CANGSpecialty Retail

Cango (CANG) Posts Q3 Profit That Tests Longstanding Loss-Making Narrative

Cango (NYSE:CANG) has released its FY 2025 figures, with Q3 showing total revenue of US$224.6 million and basic EPS of US$0.11, compared with a trailing twelve month picture that includes total revenue of US$621.6 million and a basic EPS loss of US$0.52. Over recent periods, the company has reported quarterly revenue ranging from RMB3.8 million to RMB145.2 million and basic EPS moving between a loss of RMB0.14 and a profit of RMB0.06. This gives investors a broad range of outcomes to consider...
NYSE:GHI
NYSE:GHIDiversified Financial

Greystone Housing Impact Investors (GHI) Margin Compression Challenges Bullish Narratives After Q3 FY 2025 Results

Greystone Housing Impact Investors FY 2025 Earnings Snapshot Greystone Housing Impact Investors (GHI) has just posted its FY 2025 third quarter numbers, with total revenue of about US$8.0 million and basic EPS of US$0.03, set against trailing twelve month EPS of US$0.17 on revenue of roughly US$26.2 million. The company’s quarterly revenue has moved from US$7.1 million in FY 2024 Q2 to US$9.1 million in Q3, then US$6.8 million in Q4, and on to US$11.2 million, US$0.3 million and US$8.0...
NYSE:DELL
NYSE:DELLTech

Dell Technologies (DELL) Margin Improvement Challenges Cautious Narratives In FY 2026 Earnings

Dell Technologies FY 2026 earnings snapshot Dell Technologies (DELL) just closed FY 2026 with fourth quarter revenue of US$33.4b and basic EPS of US$3.37, rounding out a year where trailing twelve month revenue reached US$113.5b and EPS came in at US$8.68. Over recent quarters the company has seen quarterly revenue move from US$23.4b in Q1 FY 2026 to US$33.4b in Q4, while basic EPS has ranged from US$1.39 to US$3.37 across the same period. This sets up a story that hinges on how efficiently...
NasdaqGS:ATAT
NasdaqGS:ATATHospitality

Atour Lifestyle Holdings (NasdaqGS:ATAT) Margin Slippage Tests Bullish Earnings Growth Narrative

Atour Lifestyle Holdings (NasdaqGS:ATAT) FY 2025 earnings snapshot Atour Lifestyle Holdings (NasdaqGS:ATAT) has put fresh numbers on the board for FY 2025, with third quarter revenue of C¥2,627.97 million and basic EPS of C¥3.41 anchoring a trailing twelve month EPS of C¥10.62 on revenue of C¥9,086.34 million. The company has seen revenue move from C¥6,669.14 million and trailing EPS of C¥8.46 in the third quarter of 2024 to C¥9,086.34 million and C¥10.62 in the third quarter of 2025, giving...
NasdaqCM:GOAI
NasdaqCM:GOAIMedia

Eva Live (GOAI) Profitability Turnaround Challenges Bearish Narratives After FY 2025 Results

Eva Live (NasdaqCM:GOAI) posts FY 2025 results and confirms profitability Eva Live (NasdaqCM:GOAI) has reported its FY 2025 results with third quarter revenue of US$4.9 million and basic EPS of US$0.06, while trailing twelve month revenue came in at US$15.7 million and basic EPS at US$0.25 as the business remained profitable over the period. The company has seen revenue move from US$2.9 million in Q4 2024 to US$4.9 million in Q3 2025, with basic EPS shifting from US$0.06 in Q4 2024 to US$0.06...
NYSE:BILL
NYSE:BILLSoftware

Assessing BILL Holdings (BILL) Valuation As Weak Billings And Costly Customer Growth Raise Questions

Recent analysis of BILL Holdings (BILL) has highlighted weak billings growth and a negative customer acquisition cost payback period, raising questions about how efficiently the company is converting sales and marketing spend into lasting customer relationships. See our latest analysis for BILL Holdings. At a share price of US$41.17, BILL has a 1 day share price return of 3.99%. However, the 30 day and year to date share price returns show declines of 12.39% and 18.57%, respectively, together...
NasdaqCM:CHCI
NasdaqCM:CHCIReal Estate

Comstock Holding Companies (CHCI) Margin Strength Tests Bullish Narratives After EPS Slows

Comstock Holding Companies (CHCI) just posted its FY 2025 third quarter numbers, with revenue of US$13.3 million and basic EPS of US$0.05, set against trailing twelve month revenue of US$55.8 million and EPS of US$1.39 that reflects earnings growth of 127.8% over the past year. Over the last few quarters, revenue has tracked between US$10.8 million and US$16.9 million, while quarterly EPS has moved from US$0.05 to US$1.04. This gives investors a clear view of how profitability has translated...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

Is It Time To Reassess SoFi Technologies (SOFI) After Its Recent Price Swings?

If you are wondering whether SoFi Technologies at around US$17.37 is a bargain or a stretch, the starting point is understanding what the current price actually implies about the business. The stock has had a mixed run, with a 5.0% decline over the last week and an 11.4% decline over the last month, alongside a 36.7% decline year to date but a 45.4% return over the last year and a very large 3 year return of around 3x. These swings sit against ongoing interest in SoFi as a listed consumer...
NasdaqGS:CIFR
NasdaqGS:CIFRSoftware

Why Cipher Digital (CIFR) Is Up 8.1% After Pivoting From Bitcoin Mining To AI Data Center Leases

Cipher Digital has recently completed its rebrand and shift away from Bitcoin mining toward an AI and high-performance computing data center model, underpinned by long-term 300 MW campus leases with Amazon Web Services and Google and plans to exit its Black Pearl mining operation and Bitcoin holdings by 2026. This transformation is reinforced by substantial hyperscale demand commitments, expanding multi-campus development for future capacity, and increased institutional interest such as a...
NYSE:TDS
NYSE:TDSWireless Telecom

Kerrisdale Stake And Leadership Change Reframe Telephone And Data Systems

Kerrisdale Advisers has taken a new position in Telephone and Data Systems (NYSE:TDS) as the company shifts its focus toward fiber broadband and infrastructure. TDS has been reshaping its portfolio, including divestitures in its wireless segment, as part of this business repositioning. The company has also announced the upcoming retirement of a senior executive responsible for strategy and corporate development. For you as an investor, NYSE:TDS now sits at the intersection of telecom...
NYSE:GDOT
NYSE:GDOTConsumer Finance

Green Dot (GDOT) Q3 Loss Deepens Bearish Narratives On Profitability Despite US$493 Million Revenue

Green Dot (GDOT) has released its FY 2025 third quarter results, reporting total revenue of US$493.3 million and a basic EPS loss of US$0.56, alongside trailing twelve month revenue of about US$2.0 billion and a basic EPS loss of US$0.86. This keeps the focus on how efficiently the company is converting that top line into profit. The company’s quarterly revenue moved from US$405.8 million in Q2 2024 to US$557.5 million in Q1 2025 and then to US$493.3 million in Q3 2025. Over the same period,...
NasdaqGS:SMTC
NasdaqGS:SMTCSemiconductor

Semtech (SMTC) Posts Q4 EPS Loss That Tests Bullish Earnings Rebound Narrative

Semtech (SMTC) has wrapped up FY 2026 with fourth quarter revenue of US$274.4 million, a basic EPS loss of US$0.32, and net income excluding extra items showing a loss of US$29.8 million, keeping profitability in focus for investors. Over the past six quarters, the company has seen revenue move from US$236.8 million in FY 2025 Q3 to US$274.4 million in FY 2026 Q4, while quarterly basic EPS has swung between a profit of US$0.48 and a loss of US$0.32, creating a mixed backdrop for margins. With...
NYSE:AP
NYSE:APMetals and Mining

Ampco Pittsburgh (AP) Q3 Loss Of US$0.11 EPS Reinforces Bearish Profitability Concerns

Ampco-Pittsburgh FY 2025 Earnings Snapshot Ampco-Pittsburgh (AP) has posted its latest FY 2025 numbers with Q3 revenue of US$108.0 million and a basic EPS loss of US$0.11, alongside trailing 12 month revenue of US$426.3 million and a basic EPS loss of US$0.26. The company has seen quarterly revenue move from US$110.99 million in Q2 2024 to US$100.94 million in Q4 2024, then to US$104.27 million in Q1 2025 and US$113.10 million in Q2 2025, while basic EPS has ranged from a profit of US$0.16 in...
NYSE:BKKT
NYSE:BKKTCapital Markets

Bakkt (BKKT) Returns To EPS Loss In Q3 2025 Challenging Profitability Narrative

Bakkt (BKKT) just posted its FY 2025 results with third quarter revenue of US$402.2 million and a basic EPS loss of US$1.02, while trailing twelve month revenue sat at US$3.9 billion against a basic EPS loss of US$5.06. Over recent periods, revenue has ranged from US$214.5 million in Q4 2023 to US$1.8 billion in Q4 2024 and US$1.1 billion in Q1 2025, with EPS swinging between a loss of US$7.25 in Q4 2023 and a profit of US$1.18 in Q1 2025. This gives investors a mixed picture on earnings...
NasdaqGS:KLTR
NasdaqGS:KLTRSoftware

Kaltura (KLTR) Losses Narrow Again In Q3 FY 2025 Challenging Bearish Profitability Concerns

Kaltura FY 2025 earnings snapshot Kaltura (KLTR) has just posted its FY 2025 third quarter numbers, reporting revenue of US$43.9 million and a basic EPS loss of US$0.02, alongside net income excluding extra items of a US$2.6 million loss. The company’s recent quarterly revenue has moved from US$45.6 million in Q4 2024 to US$44.5 million in Q2 2025 and US$43.9 million in Q3 2025. Over the same period, basic EPS has ranged between a loss of US$0.07 and a loss of US$0.02. The latest figures...
NasdaqGS:BOKF
NasdaqGS:BOKFBanks

BOK Financial Treasury Shift Highlights Fee Income Focus In Kansas City

BOK Financial (NasdaqGS:BOKF) has promoted Andrew Black to Senior Vice President and Manager of Treasury Sales in Kansas City. Black will oversee a team focused on cash management and fraud protection solutions for clients in the region. The appointment reflects an internal leadership shift within the company’s treasury services group. BOK Financial, trading at $124.85, has seen its share price move 5.2% year to date and 24.3% over the past year, with a 48.9% return over three years and...
NYSE:EMN
NYSE:EMNChemicals

Does Eastman’s Cost Cuts And Kingsport Upside Change The Bull Case For EMN?

In its latest quarterly update, Eastman Chemical reported earnings per share above expectations but slightly missed on revenue, highlighted US$60 million of incremental 2025 earnings from its Kingsport methanolysis facility, raised its dividend for the 16th consecutive year, and returned about US$500 million via dividends and buybacks. The company also lifted its 2026 cost reduction target to US$125 million–US$150 million and withheld full-year EPS guidance, underscoring both internal...