U.S. Consumer Durables Stock News

NYSE:SF
NYSE:SFCapital Markets

Stronger Earnings, Dividend Hike, Buybacks Might Change The Case For Investing In Stifel Financial (SF)

Stifel Financial Corp. recently reported its fourth-quarter and full-year 2025 results, with quarterly revenue rising to US$1,752.86 million and net income reaching US$264.36 million, alongside an 11% increase in its common stock dividend and ongoing share repurchases under a long-running buyback program. An interesting angle for investors is how Stifel combined record adviser recruiting, stronger wealth and institutional activity, and disciplined expense control while still choosing to...
NYSE:CAH
NYSE:CAHHealthcare

Cardinal Health Guidance Hike Sparks Questions On Valuation And Growth Drivers

Cardinal Health reported a strong fiscal second quarter, with segment profit growth across all major businesses. The company raised its full year guidance for the second time within a month, reflecting confidence in current performance drivers. Recent acquisitions, including Solaris Health, and share repurchases were highlighted as key contributors to results. For investors watching NYSE:CAH, the recent operational update comes on top of a share price around $227.18 and a 1 year return of...
NYSE:RDW
NYSE:RDWAerospace & Defense

Why Redwire (RDW) Is Down 31.3% After SHIELD IDIQ Win And Sponsor Share Sale

In late January 2026, Redwire Corporation announced it had been awarded a place on the Missile Defense Agency’s SHIELD IDIQ contract, which has a ceiling of US$151.00 billions but does not guarantee any revenue and is shared among multiple vendors. At the same time, major shareholder AE Industrial Partners sold a large block of Redwire shares, highlighting shifting ownership alongside expanding defense contract opportunities. We’ll now examine how Redwire’s inclusion in the SHIELD IDIQ...
NYSE:FLS
NYSE:FLSMachinery

Flowserve Expands Nuclear Power Reach With Trillium Valves Acquisition

Flowserve (NYSE:FLS) announced an agreement to acquire Trillium Flow Technologies’ Valves Division. The deal expands Flowserve’s reach in nuclear and traditional power markets. The acquisition is expected to be accretive to earnings within the year. Flowserve (NYSE:FLS) is a global provider of flow control products and services, with a core focus on pumps, valves and related support for critical infrastructure. By adding Trillium’s Valves Division, the company is set to broaden its product...
NYSE:RNST
NYSE:RNSTBanks

Renasant (RNST) Valuation Check After Recent Share Momentum And Merger Growth Story

Renasant (RNST) has been drawing fresh attention after a strong recent share move, with the stock up around 14% over the past month and roughly 19% over the past 3 months. See our latest analysis for Renasant. The recent 1-week share price return of 8.4% and 30-day gain of 14.1% sit on top of a 16.6% year to date share price return and a 1-year total shareholder return of 7.3%. This suggests momentum has picked up recently from a more modest longer term profile. If Renasant’s move has you...
NYSE:KMT
NYSE:KMTMachinery

Kennametal Guidance Raised As Pricing Power And Project Wins Support Outlook

Kennametal (NYSE:KMT) reported quarterly results with revenue above internal expectations. The company raised its full-year revenue and adjusted EPS guidance following the quarter. Management cited pricing actions and new project wins in aerospace, energy, and mining as key supports. Restructuring efforts and cost improvements were noted as contributors to the updated outlook. Kennametal, a supplier of tooling and wear resistant solutions for industrial customers, is seeing traction across...
NYSE:CMS
NYSE:CMSIntegrated Utilities

CMS Energy Plans Long Term Renewables As Dividend Track Record Grows

CMS Energy (NYSE:CMS) received approval for a new twenty year renewable energy plan. The company secured a large load tariff to support a major customer investment program. CMS Energy also announced its twentieth consecutive annual dividend increase. CMS Energy, a regulated utility focused on electricity and natural gas service, is leaning further into long term renewable power planning at the same time that it puts a structured tariff around large customer demand. For you as an investor,...
NYSE:PBH
NYSE:PBHPharmaceuticals

Prestige Deal For Stampede Culinary Partners Reshapes Earnings And Valuation Potential

Prestige Consumer Healthcare (NYSE:PBH) has agreed to acquire Stampede Culinary Partners for $662.5 million. The company expects the deal to contribute meaningfully to EBITDA and future earnings once integrated. The transaction adds a new business line that management sees as an additional driver of operational earnings. For investors tracking NYSE:PBH, the acquisition comes as the stock trades around $65.55, with a 7.1% return year to date and 46.7% over five years. The shares are still...
NasdaqGS:TRVG
NasdaqGS:TRVGInteractive Media and Services

The Bull Case For trivago (TRVG) Could Change Following Its 2025 Profit Return And 2026 Growth Outlook

In early February 2026, trivago N.V. reported fourth-quarter 2025 revenue of €119.96 million and full-year 2025 revenue of €548.91 million, with net income swinging from a prior-year loss to €11.22 million and earnings per share improving to €0.15. The company also issued guidance for 2026 calling for double-digit year-over-year revenue growth and better profitability, signaling management’s confidence in the durability of its recent turnaround. Next, we will examine how trivago’s move back...
NYSE:WMS
NYSE:WMSBuilding

Advanced Drainage Systems Expands Water Portfolio And Upsizes Shareholder Returns

Advanced Drainage Systems (NYSE:WMS) completed its acquisition of National Diversified Sales (NDS), expanding its presence in water management solutions. The company approved a $1 billion increase to its stock repurchase authorization. Advanced Drainage Systems also announced a 13% dividend increase alongside the expanded buyback program. Advanced Drainage Systems, trading at $170.03, has seen its share price rise 11.0% over the past week and 13.7% over the past month. Over longer periods,...
NasdaqGM:PDYN
NasdaqGM:PDYNMachinery

Assessing Palladyne AI (PDYN) Valuation After New Defense Contracts And IntelliSwarm Flight Test

Palladyne AI (PDYN) is back on investors’ radars after two defense focused updates: a successful flight test of its IntelliSwarm autonomy stack and a new contract for a mission critical missile propulsion subsystem. See our latest analysis for Palladyne AI. Those defense wins and the IntelliSwarm flight test come after a sharp 9.24% one day and 13.00% seven day share price pullback to US$6.09. Even so, the year to date share price return sits at 29.03% and the three year total shareholder...
NasdaqGS:PI
NasdaqGS:PISemiconductor

BillionToOne Leads 3 Value Stock Picks That May Offer Investment Opportunities

As major stock indexes in the United States have recently experienced significant gains, with the Dow Jones Industrial Average adding 515 points and the S&P 500 nearing record highs, investors are keenly observing opportunities for value investments. In this context, identifying undervalued stocks that may offer potential growth is crucial, as these picks can provide a strategic advantage amidst fluctuating market conditions.
NasdaqGS:SYBT
NasdaqGS:SYBTBanks

Assessing Stock Yards Bancorp (SYBT) Valuation After Strong Earnings Beat And Loan Growth

Stock Yards Bancorp (SYBT) moved into focus after reporting double-digit revenue growth, beating analyst expectations and posting its sixth consecutive quarter of loan growth across all markets, with the share price edging higher since the update. See our latest analysis for Stock Yards Bancorp. The latest earnings update and the move in Nasdaq futures have gone hand in hand with improving momentum, with a 7 day share price return of 3.80% and a year to date share price return of 6.57%, even...
NasdaqGS:FCNC.A
NasdaqGS:FCNC.ABanks

First Citizens BancShares Weighs Florida Growth Push And US$400m Funding

First Citizens BancShares (NasdaqGS:FCNC.A) has appointed Robert Horne as Director of Middle Market Banking for Florida. The bank recently completed a $400 million fixed income offering. First Citizens BancShares, trading at around $2,122.95 per share, has seen very large gains over the past 3 years and 5 years, alongside a 4.4% return over the past week. More recently, returns over 30 days, year to date and 1 year have been negative. Against that backdrop, fresh news around leadership in a...
NasdaqGS:HSAI
NasdaqGS:HSAIAuto Components

February 2026's Top Growth Stocks With Strong Insider Ownership

As February 2026 begins, U.S. stock markets have shown strong momentum with major indices like the Dow and S&P 500 posting significant gains, despite recent economic uncertainties such as a partial government shutdown and changes in Federal Reserve leadership. In this environment of fluctuating market conditions, growth companies with high insider ownership can be particularly appealing to investors seeking alignment between management interests and shareholder value.
NasdaqCM:GDTC
NasdaqCM:GDTCBiotechs

CytoMed Therapeutics And 2 More Penny Stocks With Promising Prospects

As February begins, major U.S. stock indexes have shown a robust start, with the Dow Jones Industrial Average and S&P 500 posting significant gains. In such an optimistic market climate, investors often look beyond the well-known giants to explore opportunities in lesser-known areas like penny stocks. Though traditionally associated with high risk, penny stocks can offer intriguing prospects when supported by solid financials. This article will highlight three such companies that may provide...
NasdaqGS:FNLC
NasdaqGS:FNLCBanks

US Market's Hidden Treasures: Discover 3 Undiscovered Gems

As the U.S. market kicks off February with a strong performance, highlighted by significant gains in major indices like the Dow Jones and S&P 500, investors are paying close attention to broader economic indicators such as manufacturing activity and trade agreements that could impact small-cap companies. In this dynamic environment, identifying stocks with solid fundamentals and growth potential becomes crucial for navigating the ever-evolving landscape of hidden opportunities within the U.S...
NasdaqCM:ACIC
NasdaqCM:ACICInsurance

3 Reliable Dividend Stocks Offering At Least 5.1% Yield

As the U.S. stock market kicks off February with a strong performance, highlighted by significant gains in major indexes like the Dow Jones Industrial Average and S&P 500, investors are turning their attention to stable income-generating opportunities amid evolving economic conditions. In this environment, dividend stocks offering yields of at least 5.1% can provide a reliable source of income for investors looking to navigate market fluctuations while potentially benefiting from steady cash...
NasdaqGS:CNXN
NasdaqGS:CNXNElectronic

PC Connection (CNXN) Margin Slippage To 2.9% Tests Bullish Earnings Narratives

PC Connection (CNXN) just wrapped up FY 2025 with Q4 revenue of US$702.9 million and basic EPS of US$0.82, alongside net income of US$20.7 million. On a trailing twelve month basis, revenue sat at US$2.9 billion with EPS of US$3.28 and net income of US$83.7 million. The company has seen quarterly revenue range from US$701.0 million to US$759.7 million across 2025, with EPS moving between US$0.52 and US$0.98. This provides a clearer view of how the top and bottom lines have been tracking into...
NasdaqGS:OS
NasdaqGS:OSSoftware

Is It Time To Reassess OneStream (OS) After A Mixed Year Of Share Price Moves?

If you are wondering whether OneStream is priced attractively or looking stretched right now, this article will walk through what the current share price might imply about the company. The stock last closed at US$23.35, with returns of a 1.2% decline over 7 days, a 1.1% decline over 30 days, a 31.8% gain year to date, and a 20.8% decline over the past year, which can leave investors unsure whether the recent moves signal opportunity or rising risk. Recent ongoing coverage of OneStream has...
NasdaqGS:SRRK
NasdaqGS:SRRKBiotechs

Is Scholar Rock (SRRK) Pricing Reflect Its Strong Multi Year Share Performance Gains

If you are wondering whether Scholar Rock Holding is fairly priced or offering value right now, it helps to start by lining up its recent share performance, news flow, and valuation side by side. The stock last closed at US$44.45, with returns of 0.2% over 7 days, 0.5% over 30 days, 3.9% year to date, 11.3% over 1 year, 308.9% over 3 years, and an 18.4% decline over 5 years. This combination can leave investors with mixed signals about risk and reward. Recent coverage around Scholar Rock...
NYSE:CTRA
NYSE:CTRAOil and Gas

Is Coterra Energy (CTRA) Pricing Fully Reflecting Its Strong Multi‑Year Share Gains?

Wondering if Coterra Energy is priced attractively or if the recent buzz has pushed it too far? This article focuses squarely on what you are getting for the current share price. The stock most recently closed at US$30.31, with returns of 8.0% over the past 7 days, 20.9% over 30 days, 13.9% year to date, 14.5% over 1 year, 39.3% over 3 years, and 124.3% over 5 years. Recent interest in Coterra has been shaped by ongoing attention on the energy sector and how producers are positioning their...
NYSE:CMI
NYSE:CMIMachinery

Is It Too Late To Consider Cummins (CMI) After Strong Multi Year Share Price Gains

Wondering if Cummins at around US$540 a share still offers value, or if most of the easy gains are already behind it? This article walks through what the current price might be implying. The stock is not far from its recent level of US$540.65, after a 7.4% decline over the last week and a 1.1% decline over the last month, but gains of 3.6% year to date and 49.4% over the last year, with a 135.9% return over three years and 151.0% over five years. Those moves have come alongside continued...