U.S. Consumer Durables Stock News

UFP Industries (UFPI) has quietly slipped this year, with the stock down about 17% year to date and roughly 29% over the past year, even as earnings and revenue keep growing. See our latest analysis for UFP Industries. That pullback mirrors a broader reset in building products names, as investors reassess how much they are willing to pay for cyclical earnings, even while UFP Industries continues to post steady revenue and profit growth that could eventually re rate the share price. If UFP...

PulteGroup recently reported quarterly revenue and earnings that came in ahead of analyst expectations, extending a streak of positive earnings surprises over the last four quarters. Even with these beats, analysts now expect both earnings and revenue to decline year over year, highlighting a tension between recent execution and a more cautious near-term outlook. Next, we’ll explore how these consistent earnings beats, set against softer forward estimates, affect PulteGroup’s existing...

Earlier this week, PNC Financial Services Group reported third-quarter results that topped earnings expectations but revealed softer net interest income and margin forecasts, raising questions about the strength of its core lending operations. At the same time, PNC’s own survey showed a record level of optimism among small and mid-size business owners, hinting at potential loan demand even as its lending profitability faces pressure. We’ll now explore how this tension between weaker core...

On November 25, 2025, Evertec, Inc. and its subsidiary Evertec Group, LLC entered into a fifth amendment to their Credit Agreement, adding a US$150,000,000 Term Loan B facility to repay borrowings under the existing revolving credit line at unchanged interest margins. This refinancing shifts short-term revolver usage into longer-term term debt, potentially giving EVERTEC clearer liquidity visibility and more stable funding for its operations and growth initiatives. We’ll now examine how...

Waterdrop (NYSE:WDH) has followed up its latest quarter with solid headline numbers, as Q2 2025 revenue came in at about CNY 838 million and basic EPS landed at roughly CNY 0.39, which sets the stage for another year of profitability momentum. The company has seen revenue move from roughly CNY 676 million in Q2 2024 to about CNY 838 million in Q2 2025, while basic EPS has climbed from around CNY 0.24 to CNY 0.39 over the same period. This gives investors a cleaner, more scalable earnings...

Okta (OKTA) has just posted Q3 2026 numbers with revenue of $742 million and basic EPS of $0.24, while on a trailing twelve month basis revenue sits at about $2.8 billion with EPS of $1.12 as the business continues to consolidate its move into sustained profitability. Looking back over recent quarters, revenue has stepped up from $682 million in Q4 2025 and $665 million in Q3 2025, alongside basic EPS rising from $0.13 and $0.09 in those periods. This sets the stage for investors to focus on...

CrowdStrike Holdings (CRWD) just posted Q3 2026 results with revenue of about $1.2 billion and a basic EPS loss of $0.14, keeping the focus firmly on scaling the top line while chipping away at losses. The company has seen quarterly revenue move from roughly $964 million in Q2 2025 to $1.23 billion in Q3 2026. Basic EPS has shifted from a $0.19 profit in Q2 2025 to a $0.44 loss in Q1 2026 and then narrowed to a $0.14 loss this quarter. This progression positions investors to pay close...

Wondering if ABM Industries at around $43.94 is quietly turning into a value opportunity, or if the market sees trouble ahead? This breakdown is for you. The stock has inched up 2.2% over the last week and 1.7% over the last month, but it is still down 14.0% year to date and 21.3% over the past year, creating an interesting gap between recent momentum and longer term underperformance. Recently, investors have been watching ABM's strategic moves in facility services, infrastructure, and...

If you have been wondering whether Stifel Financial at around $122.98 is still good value after a big multi year run, you are not alone. This article will unpack what the current price really implies. The stock is up 1.5% over the last week, 3.2% over the past month, 15.9% year to date, and 165.7% over five years, signaling that the market has steadily upgraded its view of the business and its prospects. Recent attention on Stifel has centered on its continued expansion of wealth management...

In recent days, Jefferies reiterated its positive view on Gulfport Energy, citing stronger winter weather expectations that could lift natural gas demand and pointing to the company’s effective doubling of its Ohio Marcellus drillable inventory at no extra land cost. This combination of a richer resource base and potential seasonal demand support has sharpened investor focus on how efficiently Gulfport can convert its expanded inventory into future cash generation. Next, we’ll examine how...

Marvell Technology (MRVL) has turned in a punchy Q3 2026 print, with revenue of about $2.1 billion and basic EPS of $2.22, while net income (excluding extra items) came in at $1.9 billion as the latest marker of its profitability turnaround. The company has seen revenue move from $1.52 billion in Q3 2025 to $2.07 billion in Q3 2026 alongside a swing in net income from a loss of $676.3 million to a $1.9 billion profit, setting up a quarter where margins look materially healthier and far more...

If you have ever wondered whether Illinois Tool Works at around $250 a share is quietly turning into a value opportunity or just clinging to a premium price tag, you are exactly who this breakdown is for. The stock is roughly flat year to date, up 0.4% over the last week and 2.8% over the last month, but still down about 7.1% over the past year even after delivering a solid 21.8% gain over 3 years and 35.8% over 5 years. That mixed performance has come as investors weigh ITW's position as a...

Janux Therapeutics recently reported positive updated interim Phase 1 data for its PSMA-directed TRACTr candidate JANX007 in metastatic castration-resistant prostate cancer, based on 109 treated patients as of the October 15, 2025 cutoff, and held a virtual event on December 1 to discuss the results. The update highlights not only progress for JANX007 but also reinforces Janux’s broader TRACTr and ARM platforms, which span multiple solid tumors and an emerging CD19 program in autoimmune...

Asana (ASAN) just posted its Q3 2026 numbers, with revenue at about $201 million and basic EPS at roughly -$0.29. This keeps the focus firmly on how quickly the business can convert top line scale into a path toward profitability. The company has seen revenue move from around $179 million in Q2 2025 to roughly $201 million in Q3 2026, while basic EPS over that span has hovered between about -$0.31 and -$0.17. That sets up this quarter as another check in on whether margins are starting to...

Tarsus Pharmaceuticals (TARS) has quietly rewarded patient shareholders, with the stock up about 59% over the past year and more than quadrupling over three years, despite ongoing net losses. See our latest analysis for Tarsus Pharmaceuticals. That kind of move, with a recent 30 day share price return of about 17% and a one year total shareholder return nearing 59%, suggests momentum is building as investors reassess Tarsus Pharmaceuticals’ growth prospects against its still loss making...

Many investors are wondering whether MillerKnoll at around $15.70 is a beaten down value opportunity or a stock to avoid. That is exactly what this article will unpack. Despite being up about 3.0% over the last month, the share price is still down roughly 29.9% year to date and 36.5% over the past year. This suggests that the market remains cautious about its outlook. Recent headlines have focused on MillerKnoll's ongoing integration of its Herman Miller and Knoll brands, along with...

Wondering if Bath & Body Works is starting to look like a bargain after a rough stretch? This is where we unpack whether the current price really lines up with the company’s long term potential. The stock has bounced about 10.1% over the last week but is still down 24.0% over the past month and roughly 50.9% year to date, a combination that often signals either a value opportunity or a value trap. Recently, investors have been reacting to shifting consumer spending patterns and ongoing...

Investors wondering if Olin is a beaten down chemicals stock hiding real value or a value trap in plain sight can look more closely at what the market might be missing. The share price has crept up 2.3% over the last week and 5.9% over the last month, but it is still down 36.6% year to date and 47.4% over the past year. Recent attention has focused on how Olin is navigating softer demand in key end markets and ongoing cost pressures, as investors weigh whether this cycle is closer to a...

In November 2025, Maximus, Inc. reported fourth quarter and full-year results showing modest year-over-year increases in sales and net income, alongside completion of a multi-year buyback totaling 8,967,470 shares for US$678.58 million since 2020. The company also issued fiscal 2026 revenue guidance of US$5.225 billion to US$5.425 billion, giving investors a fresh reference point against its recent earnings per share growth and sizable reduction in share count. We’ll now examine how...

Kodiak AI (KDK) recently closed a 1.56 billion shelf and has now filed a new 739 million shelf registration. This move signals that management is keeping its capital-raising options wide open. See our latest analysis for Kodiak AI. Those back to back shelf moves come as Kodiak AI’s share price has slid to 5.57, with a steep 30 day share price return of minus 33.13 percent and a 1 year total shareholder return of minus 49.04 percent. This suggests momentum has clearly been fading even as...

In recent commentary, Jim Cramer and Tourlite Capital Management expressed confidence in FTAI Aviation, highlighting upcoming catalysts such as an investor day at its Montreal facility, anticipated FAA approval for a third PMA part, and the potential launch of a second Strategic Capital Initiative vehicle. These views come alongside very large two-year average annual revenue growth and strong earnings expansion for FTAI’s engine-focused business, which together have reinforced investor...

Ameresco, Inc. and Orange Unified School District recently completed a solar rooftop and carport project across seven campuses, under a 25-year power purchase agreement expected to generate US$6.30 million in energy cost savings for the district. By owning and maintaining the systems while OUSD buys power at a fixed rate, Ameresco secures long-term contracted revenue as the district gains insulation from future utility price swings and pursues greater energy independence. Next, we’ll explore...

The board of NetApp, Inc. ( NASDAQ:NTAP ) has announced that it will pay a dividend of $0.52 per share on the 21st of...

Earlier this week, Truist Securities upgraded The Pennant Group to a buy rating, highlighting solid operating trends, strong sector demand, and reduced reimbursement risk following a less restrictive 2026 Medicare home health rule. Analysts also pointed to Pennant’s smooth integration of 54 acquired Amedisys locations as a key factor supporting its operational and earnings outlook. With that backdrop, we’ll now explore how the favorable 2026 Medicare rule update may affect Pennant’s broader...