U.S. Consumer Durables Stock News

In late January 2026, analysts at Piper Sandler, Wells Fargo and Jefferies updated their views on Crescent Energy, reaffirming positive stances while adjusting their assessments of the company’s prospects amid a pressured oil backdrop. Together, these reports spotlight Crescent Energy’s post-divestiture execution and capital allocation discipline, putting management’s ability to strengthen the balance sheet and asset base under a brighter spotlight. We’ll now examine how this cluster of...

Goldman Sachs has upgraded BioNTech (BNTX) to Buy, highlighting its focus on next generation immuno oncology, antibody drug conjugates, and several late stage data readouts expected in 2026 as key factors that could influence investor interest. See our latest analysis for BioNTech. At a share price of US$113.75, BioNTech has a 30 day share price return of 17.64% and year to date share price return of 17.64%, while the 1 year total shareholder return of 5.07% and 3 year total shareholder...

State Street Corporation recently announced two Middle East expansion moves: a support agreement with Abu Dhabi Investment Office to open a new Al Ain operating center and a strategic alliance with QNB Group to develop a new custody servicing model in Qatar. Beyond regional growth, these initiatives deepen State Street’s role in local market infrastructure, talent development, and institutional-grade custody across the Gulf. Next, we’ll explore how this regional build-out in Abu Dhabi and...

Teradyne (TER) is back in focus after announcing a joint venture with MultiLane to create MultiLane Test Products, aimed at serving demand for high speed testing in AI data center equipment. See our latest analysis for Teradyne. The joint venture news comes after a strong run in the shares, with a 30 day share price return of 16.14% and a 90 day share price return of 37.23%. The 1 year total shareholder return of 117.93% suggests momentum has been building rather than fading. If Teradyne's AI...

Allegiant Travel (ALGT) just released its December 2025 traffic report, with passenger counts, available seat miles and revenue passenger miles all above the prior year, while the annual load factor eased slightly. See our latest analysis for Allegiant Travel. The latest traffic report arrives after a sharp 52.73% 90 day share price return. In contrast, the 1 year total shareholder return of a 9.39% decline shows longer term holders have had a tougher run, which suggests recent momentum is...

Terns Pharmaceuticals previously announced an amendment to its Exclusive Option and License Agreement with Hansoh, converting a non-exclusive license into an exclusive, sublicensable, royalty-bearing, perpetual worldwide license for TERN-701 outside China, Taiwan, Hong Kong, and Macau. This move materially increases Terns’ control over the global development and commercialization path of TERN-701, reshaping the asset’s long-term commercial potential. Next, we’ll examine how gaining an...

DHT Holdings has agreed to sell its debt-free 2007-built crude oil tanker DHT Bauhinia for US$51.5 million, expecting to record a US$34.2 million gain when the vessel is delivered to its new owner around June or July 2026. This transaction, alongside the disposal of other older very large crude carriers and the addition of newbuild VLCCs, highlights DHT’s effort to modernize its fleet and refine its mix of spot exposure and fixed-income contracts. We’ll now examine how DHT’s active fleet...

Federated Hermes, Inc. ( NYSE:FHI ) is about to trade ex-dividend in the next three days. The ex-dividend date is one...

Avery Dennison stock reacts to recent performance metrics Avery Dennison (AVY) has come into focus after recent performance data showed a last close of $185.51, with the share price moving modestly over the past week, month, and past three months. See our latest analysis for Avery Dennison. Over the past year, Avery Dennison’s share price has seen modest movement compared with its recent 90 day share price return of 6.38%, while the 1 year total shareholder return of 3.35% points to...

In late January 2026, Amentum announced a series of large nuclear-energy contracts, including up to US$730 million from EDF in the UK and a US$207 million Dutch government framework, alongside a program delivery role for Rolls-Royce small modular reactors and continued support for NASA’s Artemis II mission. Together, these wins highlight Amentum’s role across the nuclear life cycle, from existing reactor support and new gigawatt-scale builds to emerging SMR deployments, while underscoring...

Axon Enterprise (AXON) is back in focus as investors look ahead to its fourth quarter 2025 earnings on February 24 and digest its recent Carbyne acquisition tied to AI powered, cloud based 911 solutions. See our latest analysis for Axon Enterprise. The recent Carbyne deal and the upcoming earnings release are arriving after a sharp reset in sentiment, with Axon’s 7 day share price return of 20.08% and 90 day share price return of 31.52% both firmly negative, even as the 3 year total...

Primerica recently announced that long-serving directors Beatriz R. Perez and Gary L. Crittenden will not stand for reelection at the May 2026 annual meeting, while analysts point to the company’s history of outperforming earnings expectations ahead of results due on February 11, 2026. Together with survey data showing many middle-income Americans still struggling with cost-of-living pressures, this combination of board turnover and earnings optimism highlights how Primerica sits at the...

Allstate is approaching its February 4 earnings release, with analysts expecting higher year-over-year earnings on stronger revenues and a positive Earnings ESP signal. Investor attention is also being shaped by Allstate’s P/E ratio sitting well below the broader insurance industry average, raising questions about how earnings expectations align with current valuation. We’ll now examine how the optimistic earnings expectations, supported by a positive Earnings ESP, influence Allstate’s...

FOX Sports recently unveiled its historic broadcast schedule for the FIFA World Cup 2026™, while Winter Storm Fern has already driven millions of viewers indoors for key NFL playoff games aired on Fox. Together, the long-term World Cup coverage plan and the weather-boosted NFL audiences highlight Fox’s leverage to major live sports moments across broadcast and streaming. Against this backdrop, we’ll explore how Fox’s expanded World Cup coverage shapes its investment narrative around premium...

Vaxcyte (PCVX) is back in focus after the company completed a follow on equity offering of common stock and pre funded warrants, raising about $550 million at $50 per share. See our latest analysis for Vaxcyte. At a latest share price of $53.57, Vaxcyte has seen short term momentum build, with a 1 month share price return of 15.3% and a 3 month share price return of 29.55%, even though the 1 year total shareholder return of 36.84% decline contrasts with a 5 year total shareholder return a...

Without a specific news event driving attention today, Element Solutions (ESI) still offers investors a set of concrete reference points, including recent share performance metrics and its role as a global specialty chemicals producer. See our latest analysis for Element Solutions. At a share price of $29.10, Element Solutions has recently paired a 12.18% year to date share price return with a 17.83% 1 year total shareholder return, suggesting momentum has been building rather than fading...

In late January 2026, Amphenol reported full-year 2025 sales of US$23.09 billion and net income of US$4.27 billion, alongside guidance for first-quarter 2026 sales of US$6.90 billion to US$7.00 billion, assuming stable market conditions and exchange rates. These results were accompanied by strong earnings per share growth, upbeat near-term sales expectations, and continued share repurchases under the company’s existing buyback program. We’ll now examine how Amphenol’s confident first-quarter...

Carter’s, Inc. and Once Upon a Farm recently launched a limited-edition Carter’s x Once Upon a Farm capsule collection of baby and toddler apparel and sleepwear, featuring three farm-fresh fruit prints in 12 styles priced from US$18 to US$20, sold exclusively online and in Carter’s stores nationwide. This collaboration highlights Carter’s effort to pair its PurelySoft sustainable fabrics with a food brand focused on wholesome ingredients, reinforcing cross-brand appeal around health,...

News (NWSA) has drawn investor attention after announcing an expanded $1.3b stock buyback program, funded by the Foxtel Group divestiture, along with updates on its digital and B2B operations. See our latest analysis for News. At a share price of $27.03, News has seen a 3.21% year to date share price return and a 4.77% 90 day share price return. The 3 year total shareholder return of 33.55% contrasts with a 3.05% 1 year total shareholder return decline, suggesting momentum has cooled recently...

On January 21, 2026, Boyd Gaming entered into an amended and restated credit agreement providing a US$1.45 billion revolving facility and a US$1.20 billion delayed-draw Term A loan, replacing its 2022 credit agreement and extending access to secured financing through a five-year maturity. This larger and more flexible debt structure, including an accordion feature tied to Consolidated EBITDA and leverage ratios, gives Boyd Gaming substantial capacity to manage liquidity, refinancing, and...

In late January 2026, Rocket Companies came under pressure after rival PennyMac Financial reported weaker‑than‑expected earnings, sparking sector‑wide concern about mortgage margins and demand amid shifting interest‑rate expectations and upcoming U.S. economic data. Despite these headwinds, analysts highlighted Rocket’s strong national brand, focus on direct‑to‑consumer lending, and customer recapture capabilities as potential buffers against broader mortgage‑industry challenges. We’ll now...

Capri Holdings (CPRI) has been drawing attention after recent share weakness, with the stock down around 7% over the past month and roughly flat over the past 3 months. See our latest analysis for Capri Holdings. At a share price of US$22.57, Capri Holdings has seen pressure in the short term, with a 7.46% year to date share price decline and a 5.76% fall in 1 year total shareholder return. However, the 90 day share price return of 8.98% suggests recent momentum has been more supportive. If...

In late January 2026, Merchants Bancorp reported fourth-quarter and full-year 2025 results showing higher quarterly net interest income but lower net income and earnings per share versus the prior year, while also authorizing a share repurchase program of up to US$100 million through 2027. Beneath the headline numbers, the bank highlighted record tangible book value per share and better asset quality, including fewer criticized and nonperforming loans, pointing to balance-sheet...

IDT Corporation recently reported that its National Retail Solutions division achieved a 39% increase in recurring revenue while the company remains debt-free with about US$220,000,000 in net cash. This combination of fast-growing recurring revenue and a cash-rich balance sheet gives IDT meaningful flexibility as it approaches its March 5, 2026, second-quarter fiscal results release. With this backdrop, we’ll explore how IDT’s recurring revenue momentum at National Retail Solutions could...