U.S. Consumer Durables Stock News

In recent days, Pinterest highlighted rising Monthly Active Users, strong EBITDA margin of 28.3%, and a free cash flow margin of 27.4%, underscoring improved efficiency and cash generation. At the same time, Pinterest’s agreement to acquire CTV platform tvScientific points to an effort to extend its intent-based advertising model into connected TV, potentially broadening how advertisers measure and scale performance campaigns. With user growth supporting higher-margin revenue...

Steel Dynamics recently issued fourth-quarter 2025 earnings guidance, forecasting diluted EPS of US$1.65–US$1.69 and highlighting weaker profitability from lower steel selling prices, seasonal demand softness, and extended maintenance outages across its steel, metals recycling, and fabrication operations. At the same time, the company continued ramping up its new aluminum flat-rolled mill and recycled slab center, securing product qualifications across industrial, beverage can, and...

Levi Strauss & Co. recently announced that Jeffrey J. Jones II, outgoing President and CEO of H&R Block, will join its board in January 2026, serving on both the Nominating, Governance and Corporate Citizenship Committee and the Compensation and Human Capital Committee. His cross-industry background at H&R Block, Uber and Target adds rare depth in consumer insights, brand building and organizational transformation at a time when Levi’s is pushing further into direct-to-consumer growth. We’ll...

Canadian Solar (NasdaqGS:CSIQ) just landed another big battery deal in Australia, with its e-STORAGE unit set to deliver a 408 MWh system for Vena Energy’s Tailem Bend 3 project in South Australia. See our latest analysis for Canadian Solar. The latest Australian storage win lands as Canadian Solar’s momentum has swung sharply higher, with a roughly 90 day share price return of about 103% and a 1 year total shareholder return of around 121%, despite deeper five year total shareholder losses...

If you are wondering whether Salesforce is still worth buying at today’s price or if the best days are already priced in, you are not alone. This article is going to unpack exactly what you are paying for. After a choppy stretch where the stock is down about 1.8% over the last week and roughly 10.3% higher over the past month, Salesforce is still sitting on a steep drawdown of around 22.1% year to date and 22.9% over the last year, even though it has more than doubled, up about 101.9%, over...

Insight Enterprises (NSIT) has had a rough stretch lately, with the stock sliding almost 50% this year as investors reassess valuations across IT services and infrastructure names. See our latest analysis for Insight Enterprises. That slide has wiped out much of Insight Enterprises’ short term share price gains, with the year to date share price return down 47.9 percent and the one year total shareholder return off 50.6 percent. This suggests sentiment has swung from optimism toward caution...

If you are wondering whether Omnicom Group at around $81 is a smart buy or simply fairly priced right now, you are not alone. That is exactly what we are going to unpack. The stock has climbed about 2.0% over the last week and 11.1% over the past month, even though it is still down 5.5% year to date and 3.8% over the last year, after 3 year and 5 year gains of 13.4% and 57.2% respectively. Recent headlines have focused on Omnicom winning new creative and media mandates from global brands and...

Earlier this month, Matador Resources Company reported that its nineteen commercial lenders unanimously reaffirmed a US$3.25 billion borrowing base under its reserves-based loan credit facility, while commitments under its midstream joint venture San Mateo’s revolving credit facility were increased to US$1.10 billion from US$850 million. This broad lender support not only trims Matador’s borrowing costs but also reinforces the scale and importance of its Delaware Basin midstream...

Wondering if Equifax at around $219 a share is a bargain, fairly priced, or something to avoid right now? You are not alone, and that is exactly what we are going to unpack. Despite being down about 12.6% year to date and 12.8% over the last year, the stock has shown some resilience lately, slipping only 0.5% in the last week but climbing 7.3% over the past month. Those moves are happening against a backdrop of ongoing scrutiny and investment in credit reporting, digital identity, and fraud...

Allison Transmission Holdings (ALSN) has quietly put up a strong run lately, with the stock up about 25% over the past month and 13% in the past 3 months, drawing fresh investor attention. See our latest analysis for Allison Transmission Holdings. That recent surge sits against a more mixed backdrop, with the share price at $99.37 and a strong 3 year total shareholder return of about 146 percent. This suggests momentum is rebuilding after earlier softness. If Allison’s move has you rethinking...

If you have been wondering whether Vishay Intertechnology is a bargain or a value trap at around $14.84, you are not alone. Investors have been watching this one closely for signs of a turnaround. The stock has slipped 6.3% over the past week, but that comes after a punchy 19.5% gain over the last month, even though it still sits in negative territory year to date and over the past 1, 3 and 5 years. Recent headlines have centered on Vishay's positioning in key semiconductor and passive...

If you are wondering whether CrowdStrike Holdings is still worth buying at these levels, or if the easy money has already been made, you are not alone. That is exactly what this breakdown will unpack. Despite a choppy few weeks, with the stock down 7.8% over the last 7 days and 7.0% over the past month, shares are still up 37.5% year to date, 36.0% over the last year, and a huge 359.3% over three years. This naturally raises questions about how much upside is left. Recent price swings have...

German American Bancorp recently announced that Scott Powell has been appointed executive vice president and chief credit officer, succeeding retiring executive vice president and chief credit officer Keith Leinenbach as of April 1. Because the chief credit officer shapes lending standards and overall credit risk oversight, this leadership change could meaningfully influence the bank’s future risk profile and loan portfolio quality. Next, we’ll examine how this shift in credit leadership...

Korn Ferry recently reported past second-quarter fiscal 2026 results, with revenue rising to US$729.8 million and net income to US$72.4 million, alongside confirming third-quarter guidance and maintaining a quarterly dividend of US$0.48 per share. Management highlighted the ongoing success of its “We Are Korn Ferry” strategy, with cross-solution referrals contributing nearly 28% of fee revenue, underscoring deeper client engagement and stronger internal collaboration. Next, we’ll examine how...

Wondering if Truist Financial is still a value play after its recent run, or if you are late to the party? This breakdown will help you decide whether the current price really makes sense. The stock is up around 0.5% over the last week, 12.6% over the past month, and 23.2% in the last year, with longer term 3 year and 5 year returns of 38.4% and 34.3% that signal a meaningful recovery story taking shape. Recent headlines have focused on Truist reshaping its business mix, including strategic...

Wondering if Palvella Therapeutics is still a smart buy after its massive run up, or if the market has already priced in the story, you are not alone. That is exactly what this breakdown will tackle. After an eye catching 666.8% return year to date, the stock has cooled slightly in the last week with a 4.9% pullback but is still up 10.9% over the past month. Recent headlines have focused on Palvella's progress in late stage development for treatments targeting rare dermatologic diseases...

SailPoint (SAIL) shares have quietly climbed about 12% over the past month even as three month performance remains weak, setting up an interesting reset in expectations around its identity security business. See our latest analysis for SailPoint. Zooming out, SailPoint’s 30 day share price return of about 12% contrasts with a still negative year to date share price return. This hints that sentiment is stabilising rather than fully turning bullish just yet. If SailPoint’s recent move has your...

Tanger (SKT) just picked up a Zacks Rank 2, or Buy, after analysts lifted their earnings estimates, a signal that the fundamentals of its outlet-heavy retail portfolio are quietly improving beneath the recent share gains. See our latest analysis for Tanger. Those higher earnings expectations are landing at a time when momentum is quietly building, with the share price at about $34.41 and a solid multi year total shareholder return suggesting patient investors have already been well...

In recent weeks, Take-Two Interactive has continued to draw attention as analysts highlight the company’s shift out of a heavy investment phase, after absorbing over US$9.00 billion in net losses tied to developing Grand Theft Auto VI and other titles between fiscal 2023 and 2025. With Grand Theft Auto VI now scheduled for a November 2026 launch and analysts projecting strong year-over-year earnings growth as those investments begin to normalize, investor focus has sharpened on whether...

Recently, Brookfield Infrastructure Partners highlighted that its high-yield dividend is supported by stable cash flows, a solid financial position, and an accelerating earnings outlook backed by new investments in areas such as semiconductor fabrication infrastructure and data centers. The partnership has secured about US$1.50 billion of investments this year, adding assets like a U.S. refined products system, a bulk fiber network, and a North American railcar network that are expected to...

Ares Management recently expanded its US data center footprint, with Ares Real Assets funds securing a 314-acre development site in Spotsylvania County, Virginia, and acquiring two fully leased hyperscale facilities in Leesburg totaling 745,000 square feet and 165 MW of IT load. These transactions highlight how Ares is pairing its digital infrastructure and real estate capabilities to pursue long-term, contracted cash flows in data centers, a sector tied to accelerating adoption of advanced...

Recently, Jefferies upgraded Trex Company to Buy, arguing that the market reaction to softer results has pushed the decking maker’s valuation below what its profitability and market position might warrant. The upgrade spotlights Trex’s reinvestment in marketing, distribution partnerships, and eco-focused composite decking as potential levers to win share from smaller rivals despite industry softness. We’ll now explore how Jefferies’ emphasis on Trex’s perceived undervaluation and market...

Sandisk (SNDK) has quietly moved higher, up about 6% on the day and more than doubling over the past 3 months, even though its performance over the last month has been choppy and negative. See our latest analysis for Sandisk. Put simply, Sandisk’s latest share price of $219.46 caps a huge multi month rally, with a 90 day share price return of 114.71% and a year to date share price return of 509.61%. This suggests momentum is still firmly building despite short term volatility. If Sandisk’s...

FuelCell Energy (FCEL) has put out its FY 2025 numbers with fourth quarter revenue at about $55.0 million and basic EPS of roughly -$0.85, capping off a trailing twelve months that saw revenue of around $158.2 million and basic EPS of about -$7.42. The company has seen quarterly revenue move from roughly $49.3 million in Q4 2024 to $55.0 million in Q4 2025, while net income for these quarters remained negative at about -$42.2 million and -$30.7 million respectively. This underscores that top...