U.S. Consumer Durables Stock News

NasdaqGS:WSBC
NasdaqGS:WSBCBanks

WesBanco (WSBC) Is Up 5.2% After Strong Q4 EPS And New Preferred Dividend Plan – What's Changed

WesBanco, Inc. recently reported its fourth-quarter and full-year 2025 results, with quarterly net interest income rising to US$222.3 million and net income to US$91.11 million, and also announced that beginning in the first quarter of 2026, dividends on its Series B preferred stock will be US$4.24 million per quarter. An interesting angle for investors is that quarterly earnings per share improved year on year even as full-year earnings per share from continuing operations remained broadly...
NYSE:PBH
NYSE:PBHPharmaceuticals

How Mixed Q3 Results, Buybacks and Pillar5 Deal At Prestige (PBH) Have Changed Its Investment Story

In early February 2026, Prestige Consumer Healthcare reported third-quarter fiscal 2026 results showing lower sales and earnings, narrowed full-year revenue guidance to about US$1.10 billion, and detailed continued share repurchases and the recent Pillar5 acquisition amid supply constraints in its Clear Eyes brand. The company highlighted strong free cash flow, reduced leverage, and the flexibility to fund brand investment, selective M&A, and sizeable buybacks at the same time. With recent...
NasdaqCM:DNTH
NasdaqCM:DNTHBiotechs

How Investors Are Reacting To Dianthus Therapeutics (DNTH) US$600 Million Universal Shelf Registration

Dianthus Therapeutics, Inc. recently filed a universal shelf registration of up to US$600 million, covering common and preferred stock, debt securities, warrants and units, while also participating in the Guggenheim Emerging Outlook: Biotech Summit 2026 through a CEO fireside chat and investor meetings. This broad financing framework gives the clinical-stage biotech considerable flexibility in how and when it may access capital across different security types. Next, we will examine how the...
NasdaqGM:NRIX
NasdaqGM:NRIXBiotechs

Assessing Nurix Therapeutics (NRIX) Valuation After Revenue Growth Wider Loss And New Shelf Registration

Nurix Therapeutics (NRIX) is in focus after reporting full year 2025 earnings that paired revenue of US$83.98 million with a wider net loss of US$264.46 million, alongside a new US$98.8 million shelf registration. See our latest analysis for Nurix Therapeutics. The latest earnings release and shelf registration have arrived after a volatile stretch, with a 31.03% 90 day share price return contrasting with a 12.69% 30 day decline and a 6.44% 1 year total shareholder return fall. This suggests...
NYSE:YELP
NYSE:YELPInteractive Media and Services

Assessing Yelp (YELP) Valuation After Prolonged Share Price Weakness

What Yelp’s Recent Share Performance Tells Investors Yelp (YELP) is drawing attention after a period of weak share performance, with the stock showing negative returns over the past week, month, past 3 months, year, and on a 3 and 5 year basis. See our latest analysis for Yelp. At the latest share price of $24.42, Yelp’s 7 day share price return of a 10.88% decline and year to date share price return of a 19.14% decline sit alongside a 1 year total shareholder return of a 38.43% loss. This...
NYSE:LPX
NYSE:LPXForestry

A Look At Louisiana-Pacific (LPX) Valuation After Board And Leadership Changes

Leadership transition and what it may mean for investors Louisiana-Pacific (LPX) has drawn fresh attention after announcing a leadership reshuffle, with F. Nicholas Grasberger III set to become independent Chairperson and CEO-elect Jason P. Ringblom joining the Board as director. This shift in Board roles, alongside the retirement of current Chairperson and CEO W. Bradley Southern, raises questions about how governance, capital allocation and long term priorities could evolve for existing and...
NYSE:USFD
NYSE:USFDConsumer Retailing

A Look At US Foods (USFD) Valuation As Optimism Builds Around Upcoming Earnings And Margin Initiatives

Heightened optimism around upcoming earnings has pulled US Foods Holding (USFD) into focus as investors weigh expectations for higher revenue, a possible earnings beat, and management’s margin and network improvement efforts. See our latest analysis for US Foods Holding. Those expectations are coming on the back of strong momentum, with the share price at $90.33 and recent share price returns of 8.02% over 7 days, 19.50% over 30 days, and 24.94% over 90 days. The 1 year total shareholder...
NasdaqGS:MCW
NasdaqGS:MCWConsumer Services

Can Mister Car Wash (MCW) Balance High Leverage With Shareholder-Friendly Growth Funding?

Mister Car Wash has recently reported that weak same-store sales over the past two years and elevated net debt levels are pressuring its operations and funding flexibility. While returns on capital are improving as management focuses on higher-quality investments, the combination of sluggish traffic and high leverage raises questions about how the business will fund future growth without diluting existing shareholders. Next, we’ll look at how concerns over Mister Car Wash’s high leverage...
NasdaqCM:PLSE
NasdaqCM:PLSEMedical Equipment

A Look At Pulse Biosciences (PLSE) Valuation After Its Recent Share Price Surge

What Pulse Biosciences’ Recent Move Might Be Telling You Pulse Biosciences (PLSE) has attracted fresh attention after a sharp recent move in its share price, with short term returns outpacing its past year performance and prompting investors to reassess the risk and reward trade off. See our latest analysis for Pulse Biosciences. The 51.6% 1 day share price return, on top of a 35.4% 90 day share price return and a 55.0% year to date share price return, contrasts with a 7.2% decline in 1...
NYSE:PIPR
NYSE:PIPRCapital Markets

Why Piper Sandler (PIPR) Is Up 5.3% After Record 2025 Results, Special Dividend And Stock Split

Piper Sandler Companies recently reported strong fourth-quarter and full-year 2025 results, with Q4 revenue of US$666.99 million and net income of US$113.97 million, and declared both a US$5.00 per share special dividend and a US$0.70 quarterly dividend payable in March 2026. The company paired these results with a four-for-one stock split and the ongoing build-out of its investment banking platform, including the acquisition of G Squared and senior hires in energy and power. Against this...
NasdaqGS:STEP
NasdaqGS:STEPCapital Markets

StepStone Group (STEP) Valuation After Earnings Beat And Expanding Private Wealth And Fundraising Momentum

StepStone Group (STEP) is back in focus after quarterly results came in ahead of market expectations, supported by strong fee related earnings, record Private Wealth subscriptions, and growing partnerships and product expansion. See our latest analysis for StepStone Group. The latest earnings surprise appears to have checked a recent pullback, with the 1 day share price return of 5.5% partly offsetting a 30 day share price return decline of 13.4%, while a 3 year total shareholder return of...
NYSE:GBCI
NYSE:GBCIBanks

Glacier Bancorp (GBCI) Valuation Check After Recent Share Price Strength

Glacier Bancorp at a glance Glacier Bancorp (GBCI) has recently drawn investor attention after a positive daily move, with the share price closing at $53.19. This price action has prompted a closer look at its recent return profile and fundamentals. See our latest analysis for Glacier Bancorp. Beyond today’s move, Glacier Bancorp’s 30-day share price return of 12.71% and 90-day share price return of 25.01%, alongside a 1-year total shareholder return of 8.95%, suggest momentum has been...
NYSE:BAP
NYSE:BAPBanks

Assessing Credicorp (NYSE:BAP) Valuation After Strong Recent Share Price Momentum

Credicorp stock: why recent performance is catching investor attention Credicorp (NYSE:BAP) has been moving on investor radar after a period of mixed short term performance, including a 1 day decline of about 0.9% but a stronger move over the past month and past 3 months. See our latest analysis for Credicorp. At a share price of US$353.30, Credicorp has seen short term share price pressure, including a 7 day share price return of a 4% decline. Its 30 day and 90 day share price returns of...
NasdaqGS:SEIC
NasdaqGS:SEICCapital Markets

Stronger Earnings and Completed Buyback Could Be A Game Changer For SEI Investments (SEIC)

SEI Investments Company recently reported its fourth-quarter and full-year 2025 results, with quarterly revenue of US$607.93 million and net income of US$172.5 million, and full-year revenue of US$2.30 billion and net income of US$715.31 million, all higher than the prior year. The company also continued returning cash to shareholders, repurchasing 1,200,000 shares for US$101 million in the quarter and completing a very large multi-year buyback program initiated in 2005. With these stronger...
NYSE:CPRI
NYSE:CPRILuxury

Capri Holdings (CPRI) Is Down 10.6% After Return To Profitability And New 2026 Guidance Has The Bull Case Changed?

In early February 2026, Capri Holdings Limited reported third-quarter 2025 results showing sales of US$1,025 million and net income of US$116 million, reversing a net loss a year earlier, while also updating investors that no shares were repurchased under the previously announced buyback program. The company complemented these results by issuing full-year 2026 guidance, projecting total revenue of about US$3.45 billion to US$3.48 billion and diluted earnings of roughly US$1.30 to US$1.40 per...
NYSE:GGG
NYSE:GGGMachinery

Graco (GGG) Is Up 6.2% After 2025 Earnings Beat And Cautious 2026 Sales Guidance Has The Bull Case Changed?

In late January 2026, Graco Inc. reported past fourth-quarter 2025 sales of US$593.16 million and net income of US$132.49 million, along with full-year 2025 sales of US$2.24 billion and net income of US$521.84 million, and issued 2026 guidance for low single-digit organic sales growth and mid-single-digit growth including acquisitions. The combination of higher quarterly and annual earnings per share and management’s new 2026 sales outlook gave investors fresh insight into Graco’s operating...
NasdaqGS:MCRI
NasdaqGS:MCRIHospitality

Why Monarch Casino & Resort (MCRI) Is Up 8.0% After Record 2025 Results And Capital Returns

Monarch Casino & Resort recently reported past fourth-quarter and full-year 2025 results, with revenue rising to US$140.00 million for the quarter and US$545.13 million for the year, alongside net income of US$22.94 million and US$101.39 million respectively, and declared a US$0.30 per-share cash dividend payable in March 2026. The company also completed a long-running share repurchase program, buying back 1,847,239 shares in total for US$143.17 million, highlighting a balance of record...
NYSE:ADT
NYSE:ADTConsumer Services

Is ADT’s Wave of S&P Index Additions Altering The Investment Case For ADT (ADT)?

In early February 2026, ADT Inc. was added to multiple S&P indices, including the S&P 600, S&P 1000, and S&P Composite 1500, following its prior presentation at Perform 2026 by VP of Product Engineering Ryan Gow on January 28, 2026. This wave of index inclusions can meaningfully raise ADT’s visibility with institutional investors, as index-tracking funds typically adjust portfolios to reflect new constituents. We’ll explore how ADT’s broadened index inclusion reshapes its investment...
NYSE:OUT
NYSE:OUTSpecialized REITs

A Look At OUTFRONT Media (OUT) Valuation After Expanded Formula E And Major Sports Collaborations

OUTFRONT Media (OUT) is back on investors’ radar after being named the Official OOH Advertising Partner of the 2026 ABB FIA Formula E Miami E-Prix and Associate Partner of Change. Accelerated. See our latest analysis for OUTFRONT Media. The Formula E partnership comes as OUTFRONT Media’s share price sits at $26.89, with a 90-day share price return of 33.32% and a 1-year total shareholder return of 53.01%. This indicates that momentum has been building over both shorter and longer periods. If...
NasdaqGS:LQDT
NasdaqGS:LQDTCommercial Services

Does Margin-Focused Q1 Results And Guidance Reshape The Bull Case For Liquidity Services (LQDT)?

Liquidity Services, Inc. reported past first-quarter 2026 results with revenue of US$121.22 million and net income of US$7.49 million, alongside guidance for second-quarter GAAP net income of US$6.5 million to US$9.5 million and GAAP diluted EPS of US$0.20 to US$0.29. Management highlighted broad marketplace expansion, including GovDeals GMV growth and record new agency clients, alongside profitability gains supported by its technology-enabled, multichannel platform. With these earnings and...
NYSE:CNM
NYSE:CNMTrade Distributors

Core & Main (CNM) Is Up 8.1% After EPS Seen Rising Despite Revenue Dip Has The Bull Case Changed?

In recent sessions, Core & Main drew attention as analysts projected higher year-over-year earnings per share for its upcoming report, even while revenue is expected to fall compared with the prior period. An interesting angle for investors is how the company’s multi-year revenue expansion, EPS uplift from share repurchases, and growing free cash flow margin together support a stronger financial profile. Next, we will explore how the combination of anticipated EPS growth and expanding free...
NasdaqGS:INTA
NasdaqGS:INTASoftware

Is Intapp’s (INTA) Bigger Buyback and New Guidance Reframing Its Capital Markets Ambitions?

In early February 2026, Intapp reported second-quarter 2026 results with revenue of US$140.21 million and a reduced net loss of US$5.93 million, while also issuing new revenue guidance and authorizing a fresh €200 million share repurchase program after completing a prior US$150 million buyback. Together with a new partnership that integrates Decimal Point Analytics’ data capabilities into Intapp’s DealCloud platform, these moves highlight management’s focus on both enhancing its capital...
NasdaqGS:PTON
NasdaqGS:PTONLeisure

Peloton (PTON) Is Down 17.3% After Weaker Outlook And CFO Exit Is The Turnaround Intact?

In early February 2026, Peloton Interactive reported that quarterly and six‑month revenues slipped year over year while net losses and basic loss per share narrowed, and the company issued guidance calling for further revenue declines alongside the upcoming departure of Chief Financial Officer Liz Coddington. Despite softer sales and subscription pressures, Peloton highlighted materially improved adjusted EBITDA and reduced net debt, underscoring a push toward a leaner, more financially...
NYSE:CWAN
NYSE:CWANSoftware

A Look At Clearwater Analytics (CWAN) Valuation After TreasurySpring Cash Management Integration

Clearwater Analytics Holdings (CWAN) is back in focus after announcing an integration with TreasurySpring that connects its platform to more than 1,000 fixed term cash products, targeting institutional surplus cash management. See our latest analysis for Clearwater Analytics Holdings. The recent TreasurySpring integration and European client wins come against a mixed share price backdrop, with the latest close at $23.85, a strong 90 day share price return of 42.90% but a weaker 1 year total...