U.S. Consumer Durables Stock News

Mobilicom (MOB) has quietly turned into one of the stronger performers in defense-tech, with the stock up about 13% over the past day and roughly 21% over the past month. See our latest analysis for Mobilicom. That jump in the latest share price to $7.975, on top of a hefty year to date share price return, suggests investors are steadily repricing Mobilicom for higher growth and possibly lower perceived risk. Momentum appears to be building rather than fading. If Mobilicom’s run has you...

If you have been wondering whether Hess Midstream is quietly undervalued or already priced for perfection, you are not alone. This stock often flies under the radar despite some compelling numbers. After climbing 1.7% over the last week and 3.3% in the last month, the stock is still down 7.6% year to date, though it is up 4.2% over 1 year, 48.1% over 3 years, and 137.3% over 5 years. This profile points to both resilience and shifting risk perceptions. Recent headlines have focused on Hess...

In early December 2025, Lincoln Electric Holdings raised its quarterly dividend by 5.3% to US$0.79 per share, achieving its 30th straight year of dividend increases while maintaining a payout ratio of 32.6% and manageable leverage after the Alloy Steel acquisition. At the same time, short interest as a share of float has fallen to 1.41%, well below the peer average, hinting that traders are growing less pessimistic even as the company contends with softer organic growth and pressure on...

In early December 2025, HealthEquity, Inc. reported third-quarter revenue of US$322.16 million and net income of US$51.69 million, raised full-year guidance to revenue of about US$1.30–US$1.31 billion and net income of US$197–US$205 million, and confirmed recent share repurchases totaling US$92.88 million across two authorizations. The company also signaled disciplined capital deployment by favoring high-bar, portfolio-style acquisitions while continuing buybacks and debt reduction,...

In early December 2025, Global Ship Lease, Inc. announced the US$90.0 million purchase of three 8,600 TEU Korean-built ECO containerships with attached below-market but flexible charters, which are expected to lift its fleet to 71 vessels totaling 422,567 TEU when delivered around year‑end 2025. The company also recently declared a quarterly cash dividend of US$0.546875 per depositary share on its 8.75% Series B preferred stock, underscoring its continued use of cash returns alongside fleet...

iRhythm Technologies (IRTC) has quietly turned into one of the stronger performers in digital health this year, with the stock up sharply year to date even after some recent pullback. See our latest analysis for iRhythm Technologies. At around $173.63, the latest share price sits just below recent highs. While the 7 day and 90 day share price returns have cooled, the roughly 94 percent year to date share price return and near matching 1 year total shareholder return suggest positive momentum...

Bank of Hawaii (BOH) has been quietly grinding through a mixed stretch, with the stock roughly flat over the past 3 months but down about 6% over the past year. See our latest analysis for Bank of Hawaii. Those moves fit with a stock that is still digesting past volatility, with a slightly negative 1 year total shareholder return and a modestly positive 1 month share price return that may hint selling pressure is easing. If BOH has you rethinking your bank exposure, it could be worth scanning...

MasTec (MTZ) has quietly turned into one of the stronger infrastructure names this year, with the stock up roughly 57% year to date and about 60% over the past year. See our latest analysis for MasTec. That steady drumbeat of contract wins in clean energy and power delivery has helped MasTec’s share price grind higher, with a strong year to date share price return and hefty multi year total shareholder returns suggesting that momentum is still building rather than cooling. If MasTec’s surge...

TETRA Technologies (TTI) just took a meaningful step beyond its traditional oilfield chemistry roots by signing a term sheet for a magnesium focused joint venture at its Evergreen Project in Arkansas. See our latest analysis for TETRA Technologies. That backdrop helps explain why investors have chased TETRA higher, with an 83.23% 90 day share price return and a 128.09% one year total shareholder return suggesting momentum is firmly building rather than fading. If this kind of strategic pivot...

Wondering if Baker Hughes is still a smart buy after its big multi year run, or if you would be overpaying at today’s price? You are not alone, and that is exactly what we will unpack here. Even after a recent pullback of 5.5% over the last week and 2.3% over the past month, the stock is still up 14.7% year to date and has delivered a 152.1% gain over five years. This naturally raises the question of whether the current price already bakes in the upside. Recent headlines have focused on...

If you have ever wondered whether Rayonier is quietly turning into a value opportunity or just another lumber REIT stuck in the woods, you are in the right place. The stock has slipped to around $21.51, down 17.4% year to date and 17.5% over the last year, even after a small 1.0% bump in the last week and a softer 4.7% drop over the past month. That pullback has come as investors reassess timberland and real estate names more broadly, especially with changing expectations around interest...

If you are wondering whether Kite Realty Group Trust is quietly trading at a discount, or if the market has it about right, you are not alone in trying to figure out whether now is a smart entry point. The stock has been choppy recently, slipping about 0.2% over the last week but edging up 1.5% over the past month, while still sitting on a -8.5% year-to-date return and -9.4% 1-year return after a strong 17.5% 3-year and 83.4% 5-year run. Recent headlines have focused on shifting expectations...

If you are wondering whether Fabrinet is still worth buying after its massive run up, or if you have missed the boat, you are not alone. This stock is firmly on valuation watchers' radars. With the share price at about $498.45 after climbing 11.4% in the last week, 6.7% over the past month, and an eye catching 126.2% year to date, the market is clearly reassessing what this business is worth. Those gains have come alongside rising optimism around Fabrinet's role in optical communications and...

If you are wondering whether OneStream at $18.38 is a bargain or a value trap, you are not alone. This breakdown is intended to help you evaluate it with more confidence. The stock is down 0.9% over the last week, 22.6% over the past month, and 35.0% year to date, extending a tough 41.6% slide over the past year that has reset expectations and risk perceptions. Recently, investors have been digesting a wave of commentary around high growth software names, with shifting sentiment on how much...

Wondering if American Eagle Outfitters is still good value after its latest run, or if you are late to the party? This breakdown will walk through what the numbers are really saying about the stock. The share price has climbed to around $23.91, with gains of 14.8% over the last week, 39.8% over the past month, and more than 40% over the last year. This naturally raises questions about how much upside is left versus the risk of a pullback. Recent moves have been supported by stronger...

Wondering if Tower Semiconductor is still a buy after its huge run, or if the easy money has already been made? You are not the only one trying to figure out whether the current price reflects its real value. The stock has surged recently, up 6.9% over the last week, 26.4% over the last month, and an eye catching 140.5% year to date, with a massive 391.7% gain over the past five years reshaping expectations and risk perceptions. These moves have been helped by continuing optimism around...

Samsara (IOT) just checked several big boxes in one go, posting faster revenue growth, a move into profitability, and higher guidance that leans into strong demand for its fleet and equipment monitoring platform. See our latest analysis for Samsara. The market seems to be waking back up to that story, with a 7 day share price return of 12.25% and 90 day share price return of 13.18% even as 1 year total shareholder return is still negative. This suggests renewed momentum after a volatile...

Piedmont Realty Trust (PDM) just reported signing more than 475,000 square feet of leases in the current quarter, pushing year to date activity to roughly 2.3 million square feet and signaling a potentially record leasing year. See our latest analysis for Piedmont Realty Trust. Even with this record leasing momentum, Piedmont’s share price, at about $8.27, still reflects a weak year to date share price return. At the same time, its three year total shareholder return remains modestly...

In early December 2025, Blend Labs outlined at the Wells Fargo 9th Annual TMT Summit how it is concentrating on core software, integrating AI to speed up mortgage processing, and expanding its Rapid Suite, following a shift away from non-core operations and a move to non-GAAP operating profitability. The company also revealed plans for its new Rapid Home Equity product, which it expects will significantly increase revenue earned per loan unit, while recent insider share purchases and...

Playtika Holding (PLTK) just posted fiscal Q3 results that spotlight record direct to consumer revenue, powered by Bingo Blitz and June’s Journey, and the stock’s reaction says investors are reassessing its long term cash engine. See our latest analysis for Playtika Holding. That backdrop helps explain why, even with the share price sitting around $4.30 and a steep year to date share price return of roughly negative 38 percent plus a one year total shareholder return near negative 43 percent,...

Markel Group (MKL) is back in the spotlight after doubling down on underwriting discipline, exiting money losing reinsurance, and leaning harder into higher margin specialty lines, all while its international footprint quietly becomes a real growth driver. See our latest analysis for Markel Group. Those moves seem to be landing well, with the share price at $2,068.26 and a strong year to date share price return of 20.43% pointing to building momentum. The five year total shareholder return of...

If you are wondering whether Hinge Health is still worth buying at today’s price, you are not alone. The stock has quickly moved onto many investors’ watchlists and is begging for a closer look at its underlying value. After rallying about 7.5% over the last week and 11.7% over the past month, Hinge Health is now up roughly 31.7% year to date. This is the kind of move that often forces investors to ask whether the market is getting ahead of itself or finally catching up. Recent headlines...

Gencor Industries (GENC) has just wrapped up FY 2025 with fourth quarter revenue of about $18.8 million and EPS of roughly $0.13, rounding out a year where trailing twelve month EPS reached $1.07 on $115.4 million of revenue. Over the past few quarters the company has seen revenue move from $20.9 million in Q4 2024 to $31.4 million, $38.2 million, $27.0 million, and then $18.8 million, while EPS shifted from $0.10 to $0.26, $0.42, $0.26, and $0.13. This gives investors a clear view of how the...

SailPoint (SAIL) just posted its Q3 2026 numbers, logging revenue of about $282 million with basic EPS of roughly -$0.06, while trailing twelve month figures show revenue of about $1.0 billion and basic EPS of around -$3.59. The company has seen revenue move from about $700 million on a trailing basis in late 2024 to just over $1.0 billion by Q3 2026. Over the same stretch, EPS stayed negative, keeping profitability firmly in focus for investors trying to gauge whether that top line scale can...