U.S. Consumer Durables Stock News

Wondering if Philip Morris International is still a buy after such a strong run, or if the price has quietly crept ahead of its real value? This breakdown is designed to give you a clear, valuation first answer. The stock has climbed 24.6% year to date and 23.3% over the last year, even after a recent 3.7% pullback over 30 days and a shorter term 1.6% bounce in the past week. Recent headlines have focused on Philip Morris International's ongoing global smoke free transformation strategy and...

PDF Solutions (PDFS) has quietly put together an impressive run, with the stock up about 65% over the past 3 months as investors warm to its role in semiconductor manufacturing analytics and yield improvement. See our latest analysis for PDF Solutions. That 64.7% 3 month share price return comes after a much more modest 5.1% 1 year total shareholder return. This suggests momentum has only really kicked in recently as investors reassess its growth and risk profile around $31.92. If PDF...

IDT Corporation has reported past first-quarter 2025 results showing sales of US$322.75 million and net income of US$22.36 million, alongside continued dividends and completion of a multi‑year share buyback totaling 3,976,037 shares for US$66.28 million. Investors also saw a legal cloud lifted as the Delaware Supreme Court resolved the Straight Path class action in IDT’s favor while its Fintech arm nearly doubled income from operations and adjusted EBITDA. We’ll now examine how IDT’s...

Wondering if Wingstop is finally priced for perfection or quietly setting up a value opportunity? Let us unpack what the current share price is really implying about its future growth. After a strong multi year run, the stock has pulled back, with shares down about 10.5% over the last week, 1.6% over the past month, and 19.5% year to date. However, the 3 and 5 year returns are still up 52.9% and 70.6% respectively. That reset has come as investors digest a mix of headlines around restaurant...

Wondering if Annaly Capital Management is still good value after its big run, or if you might be late to the party? This breakdown will walk through what the current price is really baking in. Despite a recent 2.4% dip over the last week and a modest 1.0% gain over the past month, the stock is still up 20.9% year to date and 29.5% over the last year, with a 53.8% gain over three years and 27.2% over five years. Those moves have come as investors refocus on income plays like Annaly in a...

Recently, Coursera reported that average customer spending fell by 7.3% as it prioritized expanding its user base in a highly competitive market, with sales growth over the next 12 months estimated at 6%, below its three-year trend. This combination of lower spend per customer and an expected moderation in overall sales growth raises questions about how effectively Coursera can balance scale with profitability over time. We’ll now examine how the 7.3% drop in average customer spending may...

Knowles (KN) just landed on more institutional radar, with Harvey Partners taking a fresh stake after a quarter of 7% revenue growth and upbeat guidance that lines up with the stock’s emerging breakout setup. See our latest analysis for Knowles. Those bullish signals are already showing up in the tape, with Knowles’ share price at $24.04 and a roughly 20% year to date share price return feeding into a solid 1 year total shareholder return above 20%, suggesting momentum is building rather than...

In early December 2025, ServiceTitan reported third-quarter revenue of US$249.16 million with reduced net loss, issued fourth-quarter and full-year revenue guidance, and announced that TIMEPROOFUSA and Master Roofing Solutions selected its platform as their unified operating system for national expansion. The combination of faster-growing software revenues, ongoing loss reduction, and deeper integrations with major roofing partners such as GAF, EagleView, and ABC Supply underscores...

Earlier this month, Cal-Maine Foods announced that Johnathan Zoeller, a seasoned financial and corporate accounting executive with over 25 years of experience and most recently Westlake Corporation’s Vice President, Treasurer and Head of Investor Relations, has joined the company as Chief Financial Officer, Prepared Foods. This appointment comes as Cal-Maine Foods is viewed as a leading cash-producing player in packaged foods, with strong free cash flow supporting both investment and...

Evergy (EVRG) has quietly pulled back about 5% over the past month even though the stock is still up roughly 23% over the past year, which sets up an interesting valuation check. See our latest analysis for Evergy. With the share price now around $73.37, that recent 30 day share price pullback sits against a much stronger year to date gain and a solid multi year total shareholder return profile. This suggests momentum has cooled a bit, but the longer term story is still intact. If Evergy’s...

Earlier this year, Extreme Networks highlighted its move from a hardware-centric model toward Platform ONE, a cloud-driven, subscription-based networking platform that is expanding its recurring and deferred revenue base. This shift is gaining traction with analysts, who point to growing adoption of cloud and SaaS offerings and ongoing campus network and WiFi-7 upgrade cycles as key drivers of the company’s evolving business mix. We’ll now examine how Extreme Networks’ push into a recurring,...

Rhythm Pharmaceuticals recently announced positive preliminary data from an exploratory Phase 2 trial of setmelanotide in Prader-Willi syndrome, reporting reductions in BMI and hyperphagia and indicating plans to advance to a Phase 3 registrational study. The company is also extending its Prader-Willi program with a Phase 1, Part D study of weekly MC4R agonist RM-718, signaling a broader, multi-asset approach to this rare obesity indication. Next, we’ll examine how setmelanotide’s...

Burlington Stores (BURL) is getting fresh attention after management nudged its 2026 expansion plans higher, lifting the target to 110 net new stores, supported by 45 leases picked up from Joann Fabrics’ bankruptcy. See our latest analysis for Burlington Stores. The expansion news lands at a mixed moment for the stock, with a recent 7 day share price return of 4.9% helping to offset a weaker year to date share price return and a modestly negative 1 year total shareholder return. At the same...

In recent days, Deutsche Bank downgraded Norfolk Southern to a Hold rating, signaling increased caution around the railroad operator’s outlook and operations. At the same time, a meaningful reduction in short interest suggests some bearish investors have scaled back their positions, hinting at a shift in market sentiment. We’ll now examine how Deutsche Bank’s downgrade may influence Norfolk Southern’s existing investment narrative and future risk‑reward balance. Uncover the next big thing...

Earlier this month, several analysts upgraded Lear Corporation after management indicated fourth-quarter 2025 results should land at the upper end of guidance and flagged a return to positive revenue and earnings growth next year, supported by reshoring, deeper Chinese OEM exposure and automation-led cost savings. At the same time, one major bank downgraded its rating, so the overall picture now reflects growing optimism around Lear’s operational improvements while still highlighting...

Kewaunee Scientific (KEQU) has just turned in a mixed Q2 2026 scorecard, posting revenue of about $70.1 million and EPS of $0.85 as profitability continues to reflect a narrower net margin profile than a year ago. The company has seen quarterly revenue move from $47.8 million in Q2 2025 to $70.1 million in Q2 2026, while quarterly EPS has swung between $0.47 and $1.70 over the same stretch, underscoring how choppy earnings have become as margins compressed from last year’s levels. See our...

Daktronics (DAKT) just stacked several important updates into one quarter, combining solid Q2 sales and order growth with a deeper product backlog, a new CEO on deck, and expanded manufacturing capacity. See our latest analysis for Daktronics. That operational momentum is starting to show up in the market too, with the share price at around $20.51 and a robust year to date share price return of roughly 23%, building on a remarkable three year total shareholder return above 700%. If Daktronics...

If you are wondering whether Cleveland-Cliffs at around $13.41 is a bargain or a value trap right now, you are not alone. This breakdown is designed to help you cut through the noise. The stock has risen about 5.2% over the last week and 31.5% over the past month, and is now up 40.6% year to date, even though longer-term returns over 3 and 5 years remain slightly negative. Recent headlines have focused on shifting steel demand expectations, ongoing trade policy discussions, and...

Wondering if Campbell's dip has finally turned this pantry staple into a genuine value opportunity, or if it is a value trap in disguise? The stock has slid about 3.2% over the last week and roughly 9.9% over the past month, capping off a much steeper slide of around 32.4% year to date and 30.8% over the last year. Recent headlines have focused on shifting consumer spending habits, with shoppers trading between brand names and private labels, as well as ongoing debates about how inflation...

Hello Group (NasdaqGS:MOMO) just posted its Q3 2025 scorecard, with revenue of CNY 2.7 billion and EPS of CNY 2.10 setting the tone after a volatile first half that included a negative EPS print. The company has seen revenue hold in a tight band between about CNY 2.5 billion and CNY 2.7 billion over the last six quarters, while quarterly EPS has swung from CNY 2.58 and CNY 2.20 levels in 2024 to a mix of positive and negative readings in 2025. This puts the spotlight squarely on how durable...

If you have ever wondered whether Transocean at around $4.28 is a bargain or a value trap, you are exactly who this breakdown is for. The stock is up 8.4% year to date and 8.6% over the last 12 months, but that ride has been choppy, with a 3.4% dip in the last week and only a modest 1.2% gain over the past month, which tells you sentiment is still undecided. Recent moves have been driven less by company specific headlines and more by shifting expectations around offshore drilling demand,...

Lovesac (LOVE) just posted its Q3 2026 numbers, with revenue at about $150 million and basic EPS of -$0.72, alongside a trailing twelve month EPS of $0.49 that reflects modest overall earnings progress over the past year. The company has seen quarterly revenue move between roughly $138 million and $161 million over the last few periods, while quarterly EPS has swung from -$0.73 to $2.31 and back into the red, underscoring a business where profitability is still choppy even as the longer term...

If you have been wondering whether Ball is quietly turning into a value opportunity or just a value trap, you are in the right place to unpack what the current share price is really telling us. Despite being down 9.6% year to date and 13.8% over the last year, the stock has shown some short term resilience, with a 0.7% gain over the past week and a 4.1% rise over the last month from its recent close around $49.21. Recent headlines have focused on Ball sharpening its portfolio and capital...

Wondering if Medpace Holdings is still worth buying after its huge run, or if the smart move now is to wait for a better entry point? You are not alone, and that is exactly what we are going to unpack here. The stock has pulled back about 6.1% over the last month after a strong year to date jump of 69.1%, and a hefty 63.0% gain over the past year. Zooming out further, Medpace is up 175.1% over three years and 279.5% over five, which naturally raises the question of how much upside is...