U.S. Consumer Durables Stock News

NYSE:BE
NYSE:BEElectrical

Is It Too Late To Consider Bloom Energy (BE) After A 458.5% One Year Rally?

If you are wondering whether Bloom Energy's recent share price makes sense, the key question is how that price stacks up against the underlying value of the business. The stock closed at US$145.32, with a 7 day return of a 2.3% decline and a 30 day return of a 2.8% decline, while the year to date return is 47.2% and the 1 year return is 458.5%. Recent headlines around Bloom Energy have focused on its role in cleaner power solutions and ongoing interest from investors who follow the energy...
NYSE:IONQ
NYSE:IONQTech

IonQ Fraud Probe And Insider Sales Test Quantum Growth Story

Securities fraud investigation into IonQ (NYSE:IONQ) continues after a short seller accused the company of misleading revenue practices. Scrutiny has intensified following insider selling by executives during the period surrounding these allegations. Concerns are also building around IonQ’s recent acquisitions, including SkyWater Technology, and how these deals affect valuation and integration risk. IonQ is under a spotlight as regulators and investors react to the fraud investigation and...
NasdaqGS:SAIL
NasdaqGS:SAILSoftware

Is SailPoint (SAIL) Pricing Look Stretched After Recent Share Price Slide

If you are wondering whether SailPoint is attractively priced or just a value trap, this article is here to walk you through what the current price might be telling you. SailPoint shares last closed at US$15.65, after a 2.6% gain over the past week, although the stock shows declines of 14.3% over 30 days, 17.4% year to date and 36.8% over the past year. Recent coverage around SailPoint has focused on its position in identity security software and how investors are weighing that role against...
NYSE:LDOS
NYSE:LDOSProfessional Services

Leidos Holdings (LDOS) Margin Improvement Reinforces Bullish Earnings Narrative

Leidos Holdings (LDOS) has capped FY 2025 with Q4 revenue of US$4.2b, basic EPS of US$2.62 and net income of US$327m, rounding out a year where trailing 12 month revenue reached US$17.2b and basic EPS came in at US$11.31. Over the past year, the company has seen revenue move from US$16.7b to US$17.2b and basic EPS step up from US$9.36 to US$11.31 on a trailing 12 month basis, with earnings growth of 15.5% and net margin improving to 8.4% from 7.5%. For investors, this combination of higher...
NasdaqGS:NTRA
NasdaqGS:NTRABiotechs

Assessing Natera (NTRA) Valuation After Launch Of EDEN Preeclampsia Risk Study

Natera (NTRA) recently announced EDEN, a large prospective study evaluating its non invasive prenatal screening test for early preeclampsia risk, prompting fresh investor attention on how this research effort might influence the stock. See our latest analysis for Natera. The EDEN study and upcoming earnings update arrive after a mixed spell for the shares, with a 1 day share price return of 2.43% at US$211.25 contrasting with a 30 day share price return decline of 8.65%. This sits alongside a...
NYSE:WSM
NYSE:WSMSpecialty Retail

Assessing Williams-Sonoma (WSM) Valuation After Recent Share Price Pullback And Mixed Fair Value Signals

Williams-Sonoma stock snapshot after recent performance Williams-Sonoma (WSM) shares recently closed at US$211.82, leaving investors weighing short term pullbacks against longer term returns. The stock shows mixed moves over the past week, month, and past 3 months. See our latest analysis for Williams-Sonoma. While the latest pullback leaves Williams-Sonoma with a 1-day share price return of a 1.28% decline and a 7-day share price return of a 2.29% decline, the 90-day share price return of...
NasdaqGS:SYRE
NasdaqGS:SYREBiotechs

Why Spyre Therapeutics (SYRE) Is Up 7.1% After Faster IBD Trial Timelines And New Commercial Chief

In recent updates, Spyre Therapeutics outlined its 2026 plans, highlighting accelerated timelines for six proof-of-concept readouts, including the SKYLINE ulcerative colitis trial completing enrollment earlier than initially expected, and confirmed that the SKYWAY basket trial remains on schedule for later-stage data. The company also recently appointed Kate Tansey Chevlen as Chief Commercial Officer, signaling a growing emphasis on commercial readiness alongside its advancing inflammatory...
NYSE:JPM
NYSE:JPMBanks

What JPMorgan Chase (JPM)'s Branch Expansion and Renovation Drive Means For Shareholders

Earlier in February 2026, JPMorgan Chase announced a multibillion-dollar plan to open more than 160 new US branches and renovate about 600 locations across over 30 states, extending its reach into low-to-moderate income and rural communities as part of a wider three-year program to add more than 500 branches and 3,500 employees by 2027. This renewed commitment to physical banking underscores management’s conviction that branches remain a powerful engine for deposit growth, card sign-ups, and...
NasdaqGS:SMCI
NasdaqGS:SMCITech

Super Micro Insider Buying Highlights Valuation Debate And Margin Pressures

Super Micro Computer (NasdaqGS:SMCI) executives, including the CEO, have been purchasing company shares following recent market concerns about profitability. The insider buying comes as investors focus on gross margin pressures and the company’s bargaining position with large cloud customers. These transactions signal management’s confidence in the business while it works through questions about margins and long term profitability. Super Micro Computer, a server and IT infrastructure...
NasdaqGS:PLMR
NasdaqGS:PLMRInsurance

A Look At Palomar Holdings (PLMR) Valuation After Strong 2025 Earnings Growth

Palomar Holdings (PLMR) just released fourth quarter and full year 2025 results, reporting higher revenue and net income compared with 2024. The company attributed this performance to specialty insurance expansion, disciplined underwriting, and the integration of acquired businesses into its portfolio. See our latest analysis for Palomar Holdings. Despite the strong 2025 earnings update, Palomar Holdings' recent share price has cooled slightly. The 1 month share price return is 1.19% and the...
NYSE:BABA
NYSE:BABAMultiline Retail

Alibaba’s Qwen3.5 AI Puts Open Source And Monetization In Focus

Alibaba Group Holding (NYSE:BABA) has launched its advanced Qwen3.5 AI model, highlighting new multimodal and agentic features. The model is described as cheaper and faster than previous versions, with capabilities that Alibaba says compare with major U.S. AI systems. Alibaba is open sourcing part of its Qwen AI suite and pushing new monetization options for cloud and enterprise customers. For you as an investor, this move sits at the intersection of Alibaba's core e commerce, cloud, and...
NYSE:LW
NYSE:LWFood

Lamb Weston Leadership Reset Puts Valuation Gap And Debt In Focus

Lamb Weston Holdings (NYSE:LW) has appointed Jan Eli B. Craps as Executive Chair. The company has named James D. Gray as its new Chief Financial Officer. These appointments mark a significant leadership shift that may influence future priorities at Lamb Weston. Lamb Weston Holdings, trading at around $48.18 per share, is undergoing a meaningful reset at the top just as investors are weighing mixed recent performance. The stock is up 11.2% over the past 30 days and 13.9% year to date, but it...
NYSE:KKR
NYSE:KKRCapital Markets

Record AUM, Insider Buying And Platform Expansion Could Be A Game Changer For KKR (KKR)

In recent weeks, KKR & Co. Inc. reported fourth-quarter 2025 revenue of US$5,739.31 million and net income of US$1,145.91 million, affirmed a quarterly dividend of US$0.185 per share, and saw a director purchase 50,000 shares amid continued expansion in data centers, logistics real estate and sports investing. Together, the insider buying, record assets under management exceeding US$740 billion, and pursuit of assets like Ausgrid’s Plus ES highlight KKR’s emphasis on scaling fee-generating...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

DraftKings Extends Prediction Markets Beyond Sports With Cryptocom Partnership

DraftKings (NasdaqGS:DKNG) is expanding its federally regulated prediction markets through a new partnership with Crypto.com and integration of Railbird Exchange. The move adds event contracts tied to new categories, including additional sports, culture, entertainment, and politics. Railbird Exchange integration is expected to support player specific event contracts within DraftKings' prediction offerings. For you as an investor, this move takes DraftKings beyond its core of online sports...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Berkshire’s New Era With Greg Abel And A Reworked Tech Portfolio

Warren Buffett is stepping down as CEO of Berkshire Hathaway (NYSE:BRK.A), with Greg Abel taking over leadership of the conglomerate. The leadership change comes alongside a reshaped equity portfolio, including a large new investment in Alphabet and a fresh stake in The New York Times. Berkshire has also cut its positions in long held tech names Apple and Amazon, signaling a different balance in its public equity holdings. Berkshire Hathaway sits at the center of U.S. corporate life, with...
NYSE:LZB
NYSE:LZBConsumer Durables

Assessing La Z Boy (LZB) Valuation After A Recent Pullback In Share Performance

Context for La-Z-Boy’s Recent Share Performance La-Z-Boy (LZB) has attracted fresh attention as investors weigh its recent share performance, with a 1 day decline of about 1% and a roughly 3% pullback over the past month. See our latest analysis for La-Z-Boy. Looking beyond the recent pullback, La-Z-Boy’s share price return over the past 90 days is 6.63%, while its 1 year total shareholder return is a loss of 14.31% and its 3 year total shareholder return is 47.56%. This suggests that shorter...
NYSE:BEN
NYSE:BENCapital Markets

Assessing Franklin Resources (NYSE:BEN) Valuation After Q4 Beat And Binance Tokenized Collateral Launch

Franklin Resources (BEN) is back in focus after a fourth quarter that topped Wall Street expectations, supported by broad-based net inflows and record assets under management, as well as a new tokenized collateral program with Binance. See our latest analysis for Franklin Resources. The recent Q4 beat, record assets under management and the Binance tokenized collateral launch have come alongside a 90 day share price return of 28.22% and a 1 year total shareholder return of 39.10%. Together,...
NYSE:V
NYSE:VDiversified Financial

Is Visa’s SME Workflow Push With Embedded Payments Quietly Reframing The Investment Case For Visa (V)?

In early February 2026, Banqup SA announced a partnership with Visa to embed Visa Direct and virtual commercial card credentials into its European e‑invoicing and business administration platform, while Visa also launched its Visa & Main program in the US with a US$100 million working capital facility for small businesses via Lendistry. Together, these moves position Visa more deeply inside everyday SME workflows on both sides of the Atlantic, turning regulatory compliance and digital...
NYSE:GIC
NYSE:GICTrade Distributors

Is Global Industrial’s (GIC) PWHL Deal a Smart Brand Bet or a Strategic Distraction?

Global Industrial Company recently became the Official Industrial Supplies Partner of the Professional Women's Hockey League (PWHL), its first-ever sports league partnership supporting game-day operations across U.S. and Canadian teams. This collaboration links the company’s B2B industrial brand to a growing professional sports platform, potentially deepening customer engagement and expanding its visibility with corporate and institutional buyers. Next, we’ll examine how Global Industrial’s...
NYSE:AU
NYSE:AUMetals and Mining

Is It Time To Reassess AngloGold Ashanti (NYSE:AU) After NYSE Move And 246.5% Rally?

If you are wondering whether AngloGold Ashanti at around US$106 per share still offers value after a strong run, this article will walk through what the current price might imply. The stock has had a mixed short term patch, with a 2.2% decline over the last 7 days, a 7.2% gain over 30 days, and returns of 24.0% year to date and 246.5% over the past year, while the 3 year return is very large and the 5 year return is more than 4x. Recent coverage has focused on AngloGold Ashanti's move to the...
NasdaqGS:ADSK
NasdaqGS:ADSKSoftware

Autodesk Reshapes Business Around AI Cloud As Legal Risks Surface

Autodesk (NasdaqGS:ADSK) plans to reduce its global workforce by 7% as part of a refocus on cloud and AI platforms. The company is prioritizing investment in AI driven tools and cloud based services across its design and engineering software portfolio. Autodesk has filed a lawsuit against Google, alleging trademark infringement related to the term "Flow." Autodesk, known for design, engineering, and construction software, is reshaping its operations around cloud delivery and AI...
NasdaqGS:MAR
NasdaqGS:MARHospitality

Is Marriott International (MAR) Pricing In Too Much Optimism After Strong Multi‑Year Share Gains

If you are wondering whether Marriott International's current share price lines up with its underlying value, you are not alone. This article will walk through what the numbers are actually saying. At a last close of US$359.94, the stock has returns of 0.2% over 7 days, 10.5% over 30 days, 14.8% year to date, 26.0% over 1 year, 117.3% over 3 years and 149.6% over 5 years, which raises a fair question about how much of the story is already reflected in the price. Recent news flow around...
NYSE:XPEV
NYSE:XPEVAuto

Did XPeng’s (XPEV) Antom-Powered Charging Integration Just Reframe Its Software-Centric Expansion Narrative?

On 9 February 2026, XPeng announced it had launched start-and-stop charging payment functionality in its Hong Kong app, integrating Ant International’s Antom platform and initially enabling AlipayHK payments at over 1,600 public EV chargers. The partnership positions XPeng to unify fragmented charging payments across regions by embedding more than 300 global and local methods directly into its app, potentially strengthening its broader smart-mobility ecosystem. Next, we’ll examine how this...
NYSE:WES
NYSE:WESOil and Gas

Do Insider Moves and Preferred Units Shift the Capital Structure Story for Western Midstream (WES)?

Western Midstream Partners recently saw Senior Vice President Christopher B. Dial exercise options for 61,769 common units and sell or dispose of 10,137 units, while the partnership also amended its operating agreement after merging with Aris Water Solutions to issue preferred units. These insider transactions and structural changes, arriving just before Western Midstream’s fourth-quarter earnings release on February 18, 2026, highlight how governance, capital structure, and upcoming...