U.S. Consumer Durables Stock News

NasdaqGS:ARQT
NasdaqGS:ARQTBiotechs

Arcutis ZORYVE Infant Data Adds New Dimension To Atopic Dermatitis Thesis

Arcutis Biotherapeutics reported positive Phase 2 topline results for ZORYVE cream in infants with atopic dermatitis. The study focused on a vulnerable pediatric group that currently has limited treatment options. For investors watching Arcutis Biotherapeutics, NasdaqGS:ARQT, the latest ZORYVE update adds new context to a share price of $26.07. The stock has returned 109.9% over the past year and 57.7% over the past 3 years, while the 5 year return stands at a 25.1% decline. Short term...
NasdaqGS:FAST
NasdaqGS:FASTTrade Distributors

Is It Too Late To Consider Fastenal (FAST) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether Fastenal shares still offer value after a strong run, this article will walk through what the current price might be implying. The stock recently closed at US$47.33, with recorded returns of 9.2% over 7 days, 16.5% over 30 days, 17.0% year to date, 30.9% over 1 year, 95.6% over 3 years and 125.3% over 5 years. This naturally raises questions about what is already priced in. Recent attention on Fastenal has centered on its role as an industrial and construction...
NasdaqGS:AMSC
NasdaqGS:AMSCElectrical

American Superconductor (AMSC) Q3 EPS Spike To US$2.68 Fuels Earnings Quality Debate

American Superconductor (AMSC) just posted Q3 2026 results that put the spotlight on its income statement, with revenue of US$74.5 million and basic EPS of US$2.68 anchored by net income of US$117.8 million. The company has seen revenue move from US$61.4 million in Q3 2025 to US$74.5 million in Q3 2026, while quarterly EPS shifted from US$0.07 to US$2.68, highlighting a period where reported profitability and wider margins are front and center for investors assessing how durable this earnings...
NasdaqGS:TTWO
NasdaqGS:TTWOEntertainment

Is Take Two Interactive (TTWO) Now Attractive After Recent Share Price Pullback?

If you are wondering whether Take-Two Interactive Software's current share price lines up with its underlying worth, this article will walk through what the numbers are really saying about value. The stock last closed at US$193.24 after a 19.2% decline over the past week and a 24.0% decline over the past month, even though the 1 year return sits at 5.5% and the 3 year return at 74.3%. These moves have come as attention has stayed on Take-Two's position in major gaming franchises and its...
NYSE:RF
NYSE:RFBanks

A Look At Regions Financial (RF) Valuation After Governance Changes And New Dividends

Regions Financial (RF) has drawn fresh investor attention after its board approved by-law changes that expand shareholder rights and, at the same time, declared new cash dividends on both common and preferred shares. See our latest analysis for Regions Financial. Those governance changes and fresh dividends come as the shares trade at US$30.50, with a 90 day share price return of 22.74% and a 1 year total shareholder return of 29.16%. This suggests that momentum has been building over both...
NasdaqGS:MCHP
NasdaqGS:MCHPSemiconductor

Is It Too Late To Consider Microchip Technology (MCHP) After A 55% One Year Rally?

If you are wondering whether Microchip Technology is priced attractively today, the key question is how its current share price lines up against the value of its underlying business. The stock last closed at US$78.04, with returns of 2.8% over 7 days, 5.5% over 30 days, 20.0% year to date and 55.1% over 1 year, which may have changed how some investors think about its risk and return profile. Recent coverage has focused on Microchip Technology in the context of the broader semiconductor...
NasdaqGS:GTM
NasdaqGS:GTMInteractive Media and Services

Is ZoomInfo Technologies (GTM) Share Slide Creating A Mispriced Opportunity For Investors

If you are wondering whether ZoomInfo Technologies is starting to look like value or a value trap, the stock’s recent performance gives you plenty to think about. The share price closed at US$6.78, with returns of a 17.2% decline over the past week, a 35.4% decline over the past month, a 29.4% decline year to date, a 34.1% decline over the past year, a 75.4% decline over three years, and an 88.1% decline over five years. Recent news flow around ZoomInfo has focused on its position in the...
NasdaqGS:ANAB
NasdaqGS:ANABBiotechs

Is It Time To Reassess AnaptysBio (ANAB) After A 198% One-Year Share Price Surge

If you are wondering whether AnaptysBio's share price still lines up with its underlying worth, you are not alone. That is exactly what this article will unpack. AnaptysBio's stock most recently closed at US$47.90, with returns of 0.1% over 7 days, 9.1% over 30 days, 6.6% year to date, 197.9% over 1 year, 84.6% over 3 years and 45.1% over 5 years. This performance has naturally raised questions about how the current price compares to its fundamentals. Recent attention on AnaptysBio has been...
NYSE:UGI
NYSE:UGIGas Utilities

UGI (UGI) Q1 EPS Of US$1.38 Tests Skeptical Earnings Narratives

UGI (UGI) has opened its 2026 financial year with Q1 revenue of about US$2.1b and basic EPS of US$1.38, alongside net income excluding extraordinary items of US$297m. Over recent quarters the company has seen revenue move between US$1.2b and US$2.7b, while basic EPS has ranged from a loss of US$1.27 per share to a high of US$2.23 per share. This gives investors a wide band of recent earnings outcomes to weigh. With trailing 12 month EPS at US$2.79 on net income of US$600m, the latest quarter...
NasdaqCM:LQDA
NasdaqCM:LQDAPharmaceuticals

Surging Revenue And Technical Momentum Could Be A Game Changer For Liquidia (LQDA)

Recently, Liquidia Corp was identified as meeting the Minervini Trend Template, reflecting strong technical momentum alongside very large year-over-year revenue growth and upgraded analyst revenue forecasts. This combination of exceptional top-line expansion and positive revisions has positioned Liquidia as a market leader in its niche, attracting heightened investor attention even as volatility remains elevated. Next, we will explore how Liquidia’s very large revenue growth and upgraded...
NYSE:NSA
NYSE:NSASpecialized REITs

A Look At National Storage Affiliates Trust (NSA) Valuation After Recent Share Price Momentum

National Storage Affiliates Trust (NSA) has recently drawn attention after a period of mixed performance. The stock has shown a one-month return of 9.3% and a one-year total return of 8.7%. See our latest analysis for National Storage Affiliates Trust. At a share price of US$32.16, National Storage Affiliates Trust has seen a 1 month share price return of 9.28% and a year to date share price return of 15.31%, while its 1 year total shareholder return of 8.71% points to momentum that has been...
NasdaqGS:BRZE
NasdaqGS:BRZESoftware

Is Braze (BRZE) Now An Opportunity After A Sharp Share Price Reset

Wondering if Braze is starting to look like a bargain or if the market is pricing it fairly, given all the recent volatility around growth stocks? After a sharp reset, Braze's share price sits at US$17.73, with a return of an 18.7% decline over 7 days, a 43.5% decline over 30 days, a 45.5% decline year to date, a 58.3% decline over the past year, and a 43.1% decline over 3 years. Recent coverage has focused on how customer engagement platforms like Braze fit into software budgets and how...
NYSE:CPT
NYSE:CPTResidential REITs

Is Camden Property Trust (CPT) Pricing Look Attractive After Recent Share Price Weakness

If you are wondering whether Camden Property Trust is fairly priced or offering value right now, this article will walk through what the current numbers are actually saying. The stock last closed at US$106.57, with recent returns of a 2.2% decline over 7 days, 3.4% decline over 30 days, 3.3% decline year to date and 6.0% decline over 1 year, compared with an 18.9% gain over 5 years. These moves have come as investors continue to reassess US residential real estate investment trusts and how...
NYSE:YUM
NYSE:YUMHospitality

Yum Brands (YUM) EPS Beat Reinforces Bullish Narratives Despite Premium Valuation Concerns

Yum! Brands (YUM) has wrapped up FY 2025 with fourth quarter revenue of US$2.5b and basic EPS of US$1.92, while trailing twelve month revenue sits at US$8.2b with EPS of US$5.59. Over the past year, revenue has ranged from US$1.79b in Q1 2025 to US$2.51b in Q4 2025, with quarterly EPS moving from US$0.90 to US$1.92. This gives investors a clear view of how the top and bottom lines have tracked through the year. With a trailing net margin of 19%, the latest results highlight a business where...
NYSE:CON
NYSE:CONHealthcare

Concentra Group Holdings Parent (CON) Is Up 8.9% After 2026 Guidance And Completed Share Buyback – What's Changed

In late January 2026, Concentra Group Holdings Parent, Inc. issued full-year 2026 guidance, forecasting revenue of US$2.25–US$2.35 billion and net income of US$182–US$197 million, and confirmed it had completed a 1,100,000-share repurchase for US$22.4 million under its November 2025 buyback authorization. Together with the recent opening of a new occupational health center in Tucker, Georgia, these updates highlight management’s focus on both operational growth and active capital return to...
NYSE:DT
NYSE:DTSoftware

Dynatrace Intelligence Targets AI Heavy Multicloud Observability And Automation

Dynatrace (NYSE:DT) introduced Dynatrace Intelligence, a platform combining deterministic and agentic AI for autonomous operations and observability, at its Perform conference. The company also announced next-generation Real User Monitoring capabilities and new cloud-native integrations at the same event. These updates are aimed at unifying data, AI driven insights, and monitoring across complex multi cloud environments. Dynatrace (NYSE:DT) operates in observability and application...
NYSE:JCI
NYSE:JCIBuilding

Johnson Controls Extends Data Center Push As Valuation Runs Ahead Of Fair Value

Johnson Controls International (NYSE:JCI) has rolled out new chiller solutions focused on high-density, AI-driven data centers. The lineup includes the YORK YDAM air-cooled magnetic bearing centrifugal chiller and the Smart Ready Chiller series, aimed at thermal management and sustainability needs. The company also released a Reference Design Guide Series for 1-gigawatt AI data centers. Susan Hughes has been appointed President, Asia Pacific, to lead growth across key markets in the...
NasdaqGS:PCAR
NasdaqGS:PCARMachinery

Is It Too Late To Consider PACCAR (PCAR) After Its Strong Multi Year Share Price Run?

If you are wondering whether PACCAR is still priced reasonably after a strong run, this article will walk through what the current share price might be implying about its value. With the stock at US$127.42 and returns of 3.3% over 7 days, 8.8% over 30 days, 14.2% year to date and 21.4% over 1 year, longer term holders have also seen returns of 95.1% over 3 years and 132.7% over 5 years. Recent attention on PACCAR has been supported by ongoing coverage of its position in the capital goods...
NasdaqGS:GEN
NasdaqGS:GENSoftware

Is Gen Digital (GEN) Starting To Look Attractive After Recent Share Price Weakness

If you are wondering whether Gen Digital at around US$22.43 is starting to look like value or still has more room to fall, you are not alone. The stock has pulled back recently, with a 6.2% decline over the last 7 days, a 14.4% decline over the last 30 days, and year to date returns of a 14.0% decline, compared with returns of a 17.7% decline over the last year, 12.2% over 3 years, and 17.0% over 5 years. Recent coverage has focused on Gen Digital's position in consumer cyber safety and...
NasdaqGS:ADEA
NasdaqGS:ADEASoftware

Is It Time To Reconsider Adeia (ADEA) After Recent Share Price Weakness?

If you are wondering whether Adeia at around US$17.31 is offering fair value or an opportunity, this article walks through what the current price implies about the business. The share price has seen a 4.4% decline over the past week and a 6.5% decline over the last 30 days, yet it sits on a 37.6% return over 1 year and 69.5% over 3 years, with a 5 year gain of around 3.3x. Recent coverage has focused on Adeia's role as an intellectual property licensing company and investor attention around...
NYSE:FCF
NYSE:FCFBanks

First Commonwealth Financial (FCF) Is Up 6.1% After Strong Q4 Earnings, Higher Dividend And Larger Buyback

First Commonwealth Financial Corporation reported fourth-quarter 2025 results on January 27, 2026, with higher net interest income and net income year over year, alongside a quarterly dividend increase to US$0.135 per share and continued share repurchases under existing buyback authorizations. The company also reduced net charge-offs versus both the prior quarter and the prior year and expanded its share repurchase authorization by an additional US$25 million to a total of US$50 million,...
NYSE:MUSA
NYSE:MUSASpecialty Retail

Murphy USA (MUSA) Margin Compression Challenges Bullish Earnings Narrative

Murphy USA (MUSA) has wrapped up FY 2025 with fourth quarter revenue of US$4.7b and basic EPS of US$7.61, on net income of US$141.9m, setting the tone for how investors will read the full year. Over recent periods, the company has seen quarterly revenue move from US$4.1b in Q4 2024 to US$4.7b in Q4 2025, while basic EPS shifted from US$7.07 to US$7.61 over the same span. Trailing twelve month EPS stands at US$24.38 on net income of US$470.6m, leaving investors focused squarely on how the 2.4%...
NasdaqGS:TSEM
NasdaqGS:TSEMSemiconductor

Tower Semiconductor Targets AI Growth With 1.6T Photonics And Rich Valuation

Tower Semiconductor announced new progress in scaling high performance silicon photonics for 1.6T data center optical modules. The technology is designed to work with leading networking protocols and targets AI infrastructure and data center applications. The move positions the company to address demand for higher data rates and improved optical connectivity across AI and telecom workloads. Tower Semiconductor, listed as NasdaqGS:TSEM, is leaning into AI infrastructure with this silicon...