U.S. Consumer Durables Stock News

NYSE:SJM
NYSE:SJMFood

Katie Williams Joins J. M. Smucker As CMO With Valuation Upside In Focus

J. M. Smucker (NYSE:SJM) has appointed Katie Williams as its new Chief Marketing Officer. Williams joins the company following senior roles at large consumer brands, including her most recent position at Haleon. The leadership change comes as the company responds to competitive pressures and shifting industry conditions. For investors watching NYSE:SJM, this leadership update adds a fresh layer to a stock that recently closed at $109.51. Over the past month, the shares are up 14.7%, with a...
NasdaqGS:ADI
NasdaqGS:ADISemiconductor

Assessing Analog Devices (ADI) Valuation After Earnings Optimism And Analog Chip Sector M&A Attention

Event driven interest in Analog Devices stock Analog Devices (ADI) has moved into focus after a mix of earnings optimism, upward estimate revisions, and sector attention following Texas Instruments' acquisition of Silicon Labs, all ahead of ADI's upcoming fiscal first quarter results. See our latest analysis for Analog Devices. The recent 9.4% 1 month share price return and 40.3% 90 day share price return, alongside a 58.7% 1 year total shareholder return, suggest momentum has been building...
NYSE:MSM
NYSE:MSMTrade Distributors

A Look At MSC Industrial Direct (MSM) Valuation After Earnings Beat And Stock Purchase Plan Extension

MSC Industrial Direct (MSM) has drawn fresh attention after first quarter fiscal 2026 earnings topped analyst expectations on both earnings and revenue, alongside shareholder approval to expand and extend its Associate Stock Purchase Plan. See our latest analysis for MSC Industrial Direct. The stock recently touched a new 52 week high and now trades at US$95.56, with a 7 day share price return of 13.3% and a 1 year total shareholder return of 24.2%. This suggests positive momentum that has...
NasdaqGS:TEM
NasdaqGS:TEMLife Sciences

Tempus AI (TEM) Valuation Revisited After New Immune Profile Score Clinical Validation

Tempus AI (TEM) is back in focus after unveiling new clinical data on its Immune Profile Score test. The company says the test predicts responses to immune checkpoint inhibitors more accurately than established biomarkers like TMB, MSI, and PD L1. See our latest analysis for Tempus AI. The IPS update lands after a mixed stretch for the stock, with a 1-day share price return of 4.71% taking Tempus AI to US$54.91. However, a 30-day share price return of 21.30% and 1-year total shareholder...
NasdaqGS:IMVT
NasdaqGS:IMVTBiotechs

Does Immunovant’s (IMVT) Narrower Quarterly Per‑Share Loss Reframe Its Long‑Term Risk‑Reward Equation?

Immunovant, Inc. recently reported results for the quarter and nine months ended December 31, 2025, posting a quarterly net loss of US$110.64 million and a basic and diluted loss per share of US$0.61, slightly lower than a year earlier. While the nine‑month net loss widened to US$357.75 million, the modest improvement in quarterly loss per share highlighted incremental progress in managing per‑share losses. We’ll now look at how this slight quarterly loss‑per‑share improvement shapes...
NYSE:ARW
NYSE:ARWElectronic

Arrow Electronics (ARW) Earnings Surge 45.7% Challenges Low P/E Narrative

Arrow Electronics (ARW) has wrapped up FY 2025 with fourth quarter revenue of US$8.7b and basic EPS of US$3.78. This capped a trailing twelve month run that saw revenue at US$30.9b and EPS at US$11.03. The company has seen revenue move from US$7.3b and EPS of US$1.88 in Q4 2024 to US$8.7b and EPS of US$3.78 in Q4 2025, with trailing twelve month EPS moving from US$7.36 at Q4 2024 to US$11.03 at Q4 2025. With earnings over the last year up 45.7% and net profit margin at 1.9%, investors are...
NasdaqGM:USAR
NasdaqGM:USARMetals and Mining

How Investors Are Reacting To USA Rare Earth (USAR) Pursuing US$1.60 Billion Government Financing Partnership

In recent weeks, USA Rare Earth filed a US$1.69 billion shelf registration and entered a non-binding letter of intent with the U.S. government for up to US$1.60 billion in combined equity and senior secured debt to accelerate a domestic heavy rare earth supply chain. These moves place the company at the heart of Project Vault and broader U.S. efforts to build a mine-to-magnet ecosystem that reduces reliance on Chinese-controlled critical mineral supply chains. We’ll now examine how this...
NYSE:B
NYSE:BMetals and Mining

Assessing Barrick Mining (B) Valuation After Recent Share Price Strength

Why Barrick Mining is on investors’ radar today Barrick Mining (B) has drawn fresh attention after its recent share move, with the stock up 2.7% on the day and showing mixed short term returns across the week, month, and past 3 months. See our latest analysis for Barrick Mining. Today’s 2.71% 1 day share price gain to US$45.16 comes after a softer 7 day and 30 day share price return. However, a strong 90 day share price return of 36.48% and very large 1 year total shareholder return of...
NasdaqGS:SANM
NasdaqGS:SANMElectronic

Sanmina (SANM) Valuation Check After Q1 Results ZT Systems Deal And Share Buyback

What Sanmina’s latest quarter and guidance signal for investors Sanmina (SANM) has drawn fresh attention after reporting first quarter results, issuing second quarter revenue guidance of US$3.1b to US$3.4b, and completing a share buyback that retired 2.46% of its stock. The company reported first quarter sales of US$3,189.69m, with demand linked to communications networks, cloud infrastructure, and early shipments of next generation AI infrastructure products. Net income came in at...
NasdaqGS:AOSL
NasdaqGS:AOSLSemiconductor

Alpha And Omega Semiconductor (AOSL) Q2 EPS Loss Deepens Bearish Profitability Narratives

Alpha and Omega Semiconductor (AOSL) has just posted Q2 2026 results with revenue of US$162.3 million, a basic EPS loss of US$0.45 and net income loss of US$13.3 million. Over recent quarters, the company has seen revenue move between US$164.6 million and US$182.5 million while EPS has ranged from a loss of US$0.07 in Q1 2026 to a much deeper loss of US$2.58 in Q4 2025. This sets a cautious backdrop for anyone focused on margins and the path back to profitability. See our full analysis for...
NasdaqGS:MPWR
NasdaqGS:MPWRSemiconductor

Monolithic Power Systems (MPWR) Net Margin Reset Tests Premium Valuation Narrative

Monolithic Power Systems (MPWR) has wrapped up FY 2025 with fourth quarter revenue of US$751.2 million and basic EPS of US$3.51, alongside trailing 12 month revenue of US$2.8 billion and basic EPS of US$12.82 that frame the latest print for investors. The company has seen quarterly revenue move from US$620.1 million in Q3 2024 to US$751.2 million in Q4 2025, while basic EPS shifted from US$2.96 to US$3.51 over the same stretch. This sets up a results season where the key question is how...
NasdaqGS:PTEN
NasdaqGS:PTENEnergy Services

Patterson UTI Energy (PTEN) Loss Narrowing In Q4 Challenges Persistent Bearish Narratives

Patterson-UTI Energy (PTEN) just closed out FY 2025 with Q4 revenue of US$1.2b, a basic EPS loss of US$0.02, and net income excluding extra items at a loss of US$9.1m, while trailing twelve month figures show revenue of US$4.8b and a full year basic EPS loss of US$0.24. Over recent quarters the company has seen quarterly revenue move from US$1.4b in Q3 2024 to US$1.2b in Q4 2025, with basic EPS shifting from a loss of US$2.50 in Q3 2024 to a much smaller loss of US$0.02 in Q4 2025. This puts...
NYSE:BKH
NYSE:BKHIntegrated Utilities

Black Hills Weighs Merger And Data Center Growth Against Valuation Signals

Black Hills Corp (NYSE:BKH) is in the discovery phase of a potential merger with NorthWestern Energy, with regulatory approvals still pending. The company is also accelerating its data center pipeline to more than 3 gigawatts, with interest from major technology firms including Meta and Microsoft. These developments could reshape how Black Hills allocates capital between traditional utility operations and power demand from large scale tech clients. Black Hills, trading at $72.3, has seen a...
NasdaqGS:WERN
NasdaqGS:WERNTransportation

Werner Enterprises (WERN) Q4 Loss Challenges Bullish Earnings Growth Narratives

Werner Enterprises (WERN) just closed out FY 2025 with Q4 revenue of US$737.6 million and a basic EPS loss of US$0.46, alongside a trailing 12 month revenue base of about US$3.0 billion and a small net loss of US$14.4 million. Over the past six reported quarters in the data, quarterly revenue has ranged between US$712.1 million and US$771.5 million, while basic EPS has swung from a profit of US$0.72 in Q2 2025 to losses in Q1, Q3 and Q4. This sets the stage for a year where top line scale...
NasdaqGS:BSET
NasdaqGS:BSETConsumer Durables

Bassett Furniture Industries (BSET) Q4 EPS Compression Tests Bullish Profitability Narrative

Bassett Furniture Industries (BSET) has wrapped up FY 2025 with fourth quarter revenue of US$88.7 million and basic EPS of US$0.18, alongside net income of US$1.5 million. Trailing 12 month figures show revenue of US$335.3 million and EPS of US$0.70. The company has seen revenue move from US$84.3 million in Q4 FY 2024 to US$88.7 million in Q4 FY 2025, with basic EPS shifting from US$0.38 to US$0.18 over the same period, as trailing 12 month net income reached US$6.1 million. Overall, these...
NasdaqGM:ADMA
NasdaqGM:ADMABiotechs

A Look At ADMA Biologics (ADMA) Valuation As Analyst Optimism Builds Before Upcoming Earnings Report

Growing analyst optimism around ADMA Biologics (ADMA), including positive earnings estimate revisions ahead of its upcoming report, has put fresh attention on the company’s plasma derived biologics business and integrated collection network. See our latest analysis for ADMA Biologics. After a softer 7 day share price return of 5.03% and a 30 day share price return of 12.70%, ADMA Biologics’ recent 3.07% 1 day gain to US$16.43 sits alongside a 13.15% 90 day share price return and a very large...
NasdaqGS:STEP
NasdaqGS:STEPCapital Markets

StepStone Group (STEP) Q3 Loss Of US$1.55 EPS Reinforces Profitability Concerns

StepStone Group (STEP) has reported Q3 2026 revenue of US$586.5 million with a basic EPS loss of US$1.55, while trailing twelve month revenue stands at US$1.8 billion and EPS at a loss of US$7.01. Over recent quarters, the company has seen revenue move from US$377.7 million in Q4 2025 to US$364.3 million in Q1 2026, US$454.2 million in Q2 2026, and now US$586.5 million in Q3 2026. Over the same period, quarterly EPS has shifted from a loss of US$0.24 to losses of US$0.49, US$4.66 and US$1.55...
NasdaqGS:WMG
NasdaqGS:WMGEntertainment

Warner Music Group (WMG) Margin Compression Puts Bullish Growth Narratives To The Test

Warner Music Group (WMG) opened Q1 2026 with revenue of US$1.8b and basic EPS of US$0.34, alongside net income of US$176m, while the trailing twelve months show revenue of US$6.9b and EPS of US$0.58 as the broader backdrop. Over recent quarters, the company has seen revenue move from US$1.7b in Q1 2025 and US$1.6b in Q4 2024 to US$1.8b in Q1 2026, with quarterly EPS ranging from a loss of US$0.03 in Q3 2025 to US$0.45 in Q1 2025 and US$0.34 in the latest quarter. With trailing net margin now...
NasdaqGS:CRNC
NasdaqGS:CRNCSoftware

Assessing Cerence (CRNC) Valuation After Earnings Growth And Reaffirmed 2026 Guidance

What Cerence’s latest earnings and guidance mean for investors Cerence (CRNC) has drawn fresh attention after reporting first quarter results and updating its outlook, with revenue of US$115.08 million and a net loss of US$5.24 million from continuing operations. The company also issued guidance for the second quarter ending March 31, 2026, and reaffirmed its full year fiscal 2026 ranges, giving investors more concrete reference points for expectations around revenue, margins and...
NYSE:SMR
NYSE:SMRElectrical

NuScale TVA SMR Deal Tests Path From Reactor Design To Revenue

NuScale Power signed a memorandum of understanding with the Tennessee Valley Authority for the potential deployment of up to 6 GW of small modular reactors across seven U.S. states. The TVA partnership represents the largest planned SMR rollout in U.S. history and advances NuScale's push toward commercial scale nuclear projects. The agreement is non binding and comes as NuScale works through execution risks, delayed international projects, and a need for substantial capital and manufacturing...
NYSE:TUYA
NYSE:TUYASoftware

Should Tuya’s (TUYA) AI Toy Platform Push Reframe Its Role in the Smart-Home Ecosystem?

Tuya Smart recently showcased a suite of advanced AI-powered toys and a comprehensive AI toy development solution at Spielwarenmesse 2026 in Nuremberg, highlighting emotionally responsive plush toys, robotic dogs, and AI clocks, alongside tools that simplify hardware, software, and AI personality creation for brands and developers. By offering modular development paths, parental control features, and an AI Agent Development Platform, Tuya is positioning itself as a key enabler for toy brands...
NasdaqGS:CSWC
NasdaqGS:CSWCCapital Markets

Evaluating Capital Southwest (CSWC) After Earnings Beat And New Senior Debt Joint Venture

What Capital Southwest’s Latest Earnings Tell You Capital Southwest (CSWC) just posted fiscal third quarter results with revenue of US$61.45 million and net income of US$32.9 million, alongside a new senior secured debt joint venture. For shareholders, the update ties together several key threads, including quarterly earnings per share, dividend decisions and how the company is positioning its US$2.0 billion investment portfolio through the new partnership. See our latest analysis for Capital...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

Walmart (WMT) Is Up 10.1% After Hitting US$1 Trillion Valuation Amid Tech Pivot - Has The Bull Case Changed?

In early February 2026, Walmart became the first major retailer to reach a US$1.00 trillion valuation, capping years of investment in e-commerce, automation, artificial intelligence, and tech-enabled services such as one-hour delivery and Walmart+ membership. This milestone, coinciding with the tenure of new CEO John Furner and a shift to the Nasdaq listing, highlights how investors increasingly view Walmart as a technology-powered platform business as much as a traditional retailer. With...
NYSE:KN
NYSE:KNElectronic

Knowles (KN) Is Up 11.3% After Swinging To 2025 Profit And Raising Guidance Has The Bull Case Changed?

Knowles Corporation reported fourth-quarter 2025 sales of US$162.2 million and net income of US$21.0 million, with both revenue and earnings rising from the prior year, and issued first-quarter 2026 guidance calling for US$143 million to US$153 million in revenue and diluted EPS from continuing operations of US$0.09 to US$0.13. Beyond the headline beat, full-year 2025 results marked a shift from a US$237.8 million loss to a US$44.2 million profit, supported by higher operating margins and...