U.S. Consumer Durables Stock News

NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

Assessing Whether Texas Instruments (TXN) Shares Still Justify Their Valuation After Strong Recent Gains

Texas Instruments stock overview after recent move Texas Instruments (TXN) shares recently traded around $219.86, drawing attention to how the chipmaker’s current valuation compares with its reported revenue of $17.68b and net income of $4.97b. See our latest analysis for Texas Instruments. Recent moves tell a mixed story, with a 30 day share price return of 13.73% and a 90 day gain of 35.91% pointing to building momentum. At the same time, the 1 year total shareholder return of 12.98% and 5...
NasdaqGS:CMPS
NasdaqGS:CMPSBiotechs

A Look At COMPASS Pathways (CMPS) Valuation After Positive COMP360 Phase 3 Results And FDA Plans

Why COMPASS Pathways is back on investor radar COMPASS Pathways (NasdaqGS:CMPS) has attracted fresh attention after reporting highly statistically significant, clinically meaningful Phase 3 results for its COMP360 psilocybin therapy in treatment resistant depression, along with plans to seek a rolling FDA review. See our latest analysis for COMPASS Pathways. The latest COMP360 data and follow on offering come after a sharp 50.96% 90 day share price return and a 112.16% 1 year total...
NYSE:SYK
NYSE:SYKMedical Equipment

Assessing Stryker (SYK) Valuation After Launch Of T2 Alpha Humerus Nailing System

Why Stryker’s new T2 Alpha Humerus Nailing System matters for shareholders Stryker (SYK) has rolled out its T2 Alpha Humerus Nailing System, a product aimed at simplifying complex humeral fracture procedures while integrating with the company’s existing nailing platform. For investors, this launch ties directly into Stryker’s broader trauma and orthopaedics portfolio. It raises questions about how a more unified system could influence hospital adoption, pricing power and long term procedure...
NYSE:CCI
NYSE:CCISpecialized REITs

Crown Castle Refocuses On Towers As DISH Dispute Highlights Valuation Risks

Crown Castle (NYSE:CCI) plans to exit its small cell and fiber businesses to focus on its core U.S. tower portfolio. The company is pursuing sales of these assets and reorganizing operations around its tower segment. Crown Castle has terminated its contract with DISH over unpaid obligations and is seeking recovery of amounts it believes are due. Crown Castle runs a large network of wireless towers that support mobile carriers across the U.S., putting it at the center of ongoing 4G and 5G...
NasdaqGS:INDV
NasdaqGS:INDVPharmaceuticals

Is It Time To Reassess Indivior Pharmaceuticals (INDV) After Its 299% One Year Surge?

If you are wondering whether Indivior Pharmaceuticals' current share price still offers value after a strong run, this article will walk through what the numbers suggest about that question. The stock trades at US$32.93, with returns of 299.2% over 1 year and 265.9% over 5 years. At the same time, the year-to-date result of a 7.8% decline and a 4.8% decline over the last 7 days hint at shifting views on both upside potential and risk. Recent news around Indivior Pharmaceuticals has focused...
NYSE:TEL
NYSE:TELElectronic

Assessing TE Connectivity (TEL) Valuation After Strong Earnings Beat And Upbeat Guidance

Earnings beat and guidance lift put TE Connectivity (TEL) in focus TE Connectivity (TEL) is back on investors’ radar after first quarter fiscal 2026 adjusted earnings of $2.72 per share rose 39.5% year over year, accompanied by higher revenue, stronger orders, and upbeat second quarter guidance. See our latest analysis for TE Connectivity. Despite a modest 1-day share price return decline of 1.47% to US$231.28 and a 7-day share price return of 2.08% lower, TE Connectivity’s 1-year total...
NYSE:BKE
NYSE:BKESpecialty Retail

Assessing Buckle (BKE) Valuation As Shares Track Close To Analyst Targets

Why Buckle is on investors’ radar today Buckle (BKE) is drawing attention after recent trading left the share price at US$52.96. This is prompting investors to reassess how its current valuation lines up with its earnings, cash generation, and longer term return profile. See our latest analysis for Buckle. Recent trading has been a bit choppy, with a 1 day share price return of 1.82% decline and a 30 day share price return of 3.9% gain set against a 6.12% decline over 90 days. Longer term...
NasdaqGS:ILMN
NasdaqGS:ILMNLife Sciences

The Bull Case For Illumina (ILMN) Could Change Following Buybacks And NovaSeq X Roadmap Reveal – Learn Why

In the months to 11 February 2026, Illumina completed a share repurchase program, buying back 9,958,000 shares, or 6.31% of its stock, for US$1.02 billion, while also unveiling an 18‑month NovaSeq X innovation roadmap that targets up to Q70 quality scores, faster runs, and higher read outputs. This combination of capital returns and higher‑performance, more cost‑efficient sequencing could materially influence how investors assess Illumina’s productivity, competitiveness, and longer‑term...
NasdaqGS:LINC
NasdaqGS:LINCConsumer Services

Lincoln Educational Services (LINC) Margin Rebound Tests Premium P/E Narrative

Lincoln Educational Services (LINC) has put solid numbers on the board for FY 2025, with fourth quarter revenue of US$142.9 million and basic EPS of US$0.41, alongside trailing twelve month revenue of US$518.2 million and EPS of US$0.65. The company has seen quarterly revenue move from US$119.4 million and EPS of US$0.22 in Q4 2024 to US$142.9 million and US$0.41 respectively in Q4 2025, while trailing twelve month EPS moved from US$0.32 to US$0.65 over the same period. This sets the stage...
NYSE:AWI
NYSE:AWIBuilding

A Look At Armstrong World Industries (AWI) Valuation After Recent Share Price Moves

Armstrong World Industries (AWI) has drawn investor attention after a recent move in its share price, with the stock closing at $192.83 and showing mixed returns across different time frames. See our latest analysis for Armstrong World Industries. The recent 1 day share price decline of 3.06% and 7 day share price return of 3.72% come after a period where momentum has cooled slightly, despite a 1 year total shareholder return of 33.32% and strong multi year total returns. If this move in...
NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

AST SpaceMobile’s SDA Deal And BlueBird-6 Test Key Investor Themes

AST SpaceMobile (NasdaqGS:ASTS) secured its first contract with the U.S. Space Development Agency, marking the company’s entry into government defense work. The company reported a successful deployment and unfolding of its BlueBird-6 satellite, described as the largest commercial communications array in low Earth orbit. These updates highlight parallel progress in AST SpaceMobile’s defense and commercial efforts in space based cellular broadband. AST SpaceMobile is building a space based...
NYSE:WOR
NYSE:WORMachinery

Worthington Enterprises (WOR) Is Down 5.5% After Scrutiny Of Capital Allocation Intensifies - What's Changed

Worthington Enterprises, a US industrial manufacturer focused on steel processing and pressure cylinders, has recently been criticized for multi‑year declines in annual sales and earnings per share, alongside weakening returns on capital that have raised questions about how effectively management has allocated resources in the past. This deterioration in core financial metrics has sharpened scrutiny of management’s capital deployment choices and their ability to improve the company’s...
NasdaqGS:FWON.K
NasdaqGS:FWON.KEntertainment

The Bull Case For Formula One Group (FWON.K) Could Change Following RB Team Sale And Media Shifts - Learn Why

Liberty Media’s Formula One Group tracking stock has come back into focus after its latest earnings and the recently announced pending sale of the Visa Cash App RB team at a substantial valuation, alongside shifting expectations for race-fee and media growth. This combination highlights how rising franchise values for F1 teams and evolving media and sponsorship economics could reshape the commercial appeal of Formula One’s central rights. We’ll now examine how the high valuation for the...
NYSE:PFE
NYSE:PFEPharmaceuticals

How Breakwater Trial Data At Pfizer (PFE) Has Changed Its Oncology Investment Story

Pfizer recently reported positive progression-free survival data from Cohort 3 of its Phase 3 BREAKWATER trial, where BRAFTOVI plus cetuximab and FOLFIRI outperformed FOLFIRI with or without bevacizumab in previously untreated BRAF V600E-mutant metastatic colorectal cancer. This result strengthens the case for expanding BRAFTOVI-based options in first-line colorectal cancer and adds further weight to Pfizer’s oncology pipeline story. Next, we’ll examine how this new evidence for BRAFTOVI’s...
NasdaqGS:BMRN
NasdaqGS:BMRNBiotechs

BioMarin (BMRN) Is Up 5.1% After Strong Sales, New Debt And Canadian VOXZOGO Approval

BioMarin Pharmaceutical Inc. has reported its fourth quarter and full-year 2025 results, with Q4 revenue rising to US$874.57 million and full-year revenue to US$3.22 billion, while the quarter shifted to a net loss of US$46.57 million and full-year net income eased to US$348.9 million. The combination of higher sales but weaker quarterly profitability, alongside fresh debt financing to support the pending Amicus Therapeutics acquisition and new conditional approval for VOXZOGO in Canada,...
NYSE:BK
NYSE:BKCapital Markets

A Look At Bank of New York Mellon Corporation (BK) Valuation After Recent Share Price Pullback

What Bank of New York Mellon Corporation (BK) offers investors right now Bank of New York Mellon Corporation (BK) is drawing attention as investors weigh its recent share performance against fundamentals such as reported revenue of US$20.1b and net income of US$5.3b. BNY’s mixed recent returns, including a 1 day decline of 2.2% and a past month decline of 1.8%, sit alongside a past 3 months total return of 5.9% and 1 year total return of 34.0%. See our latest analysis for Bank of New York...
BATS:CBOE
BATS:CBOECapital Markets

Cboe Global Markets (CBOE) Mixed Shelf And Dividend: What Signal For Its Capital Allocation Strategy?

Cboe Global Markets recently filed an omnibus mixed shelf registration covering common and preferred stock, debt, warrants and other securities, and earlier this month its board declared a first-quarter 2026 cash dividend of US$0.72 per share, payable on March 13 to shareholders of record on February 27. Coming on the heels of a strong 10-K highlighting options leadership and new product launches, the shelf filing gives Cboe added flexibility to fund future initiatives while continuing to...
NYSE:BNL
NYSE:BNLREITs

Is Broadstone Net Lease (BNL) Pricing Reflect Its Large DCF Gap After Recent Share Moves

If you are looking at Broadstone Net Lease and asking whether the current share price lines up with the underlying real estate portfolio, this article will walk through what the numbers are actually saying about value. The stock last closed at US$18.97, with a 7 day return of a 3.4% decline, a 30 day return of 2.4%, a year to date return of 8.6% and a 1 year return of 25.2%. Recent moves have been mixed, but the longer term performance has been stronger. Recent coverage has focused on...
NasdaqGS:HIMX
NasdaqGS:HIMXSemiconductor

What Himax Technologies (HIMX)'s Weak Q4 Results and 2026 Trough Outlook Mean For Shareholders

In February 2026, Himax Technologies reported fourth-quarter 2025 revenue of US$203.08 million and net income of US$6.34 million, down from US$237.22 million and US$24.61 million a year earlier, alongside full-year 2025 revenue of US$832.17 million and net income of US$43.94 million, both lower than the prior year. The company also projected a first-quarter 2026 trough with a 2% to 6% sequential revenue decline and profit per diluted ADS of US$0.02 to US$0.04, while pointing to lean customer...
NYSE:DTM
NYSE:DTMOil and Gas

Is DT Midstream’s Stronger 2025 Earnings, Higher Dividend and ESOP Plan Altering The Investment Case For DTM?

In February 2026, DT Midstream, Inc. reported that full-year 2025 sales rose to US$1,243 million from US$981 million, with net income increasing to US$441 million and diluted earnings per share from continuing operations up to US$4.30 from US$3.60 year-on-year, and also disclosed a 7% quarterly dividend increase to US$0.88 per share. Alongside these results, the company filed a US$396.99 million shelf registration for three million common shares tied to an ESOP-related offering, highlighting...
NasdaqGS:APLD
NasdaqGS:APLDIT

Why Applied Digital (APLD) Is Down 15.0% After Nvidia Fully Exits Stake Amid New AI Leases

In recent days, Applied Digital disclosed that Nvidia has fully exited its stake, even as the company pushes ahead with long-term AI and high-performance computing data center contracts, including multi-year leases at its Polaris Forge campus. This combination of a high-profile shareholder departure and expanding hyperscaler commitments highlights the tension between shifting investor confidence and the company’s growing role in AI infrastructure build-out. Next, we’ll examine how Nvidia’s...
NYSE:BE
NYSE:BEElectrical

Why Bloom Energy (BE) Is Up 14.7% After Surging AI Data-Center Fuel Cell Demand - And What's Next

In February 2026, Bloom Energy reported strong fourth-quarter 2025 results, including a growing multibillion-dollar backlog and rising demand from data center and commercial customers for its solid oxide fuel cell systems. The company’s push to meet surging power needs for AI-driven data centers highlights how on-site fuel cell solutions are becoming a crucial alternative to traditional grid connections. We’ll now examine how Bloom’s expanding backlog and AI-driven data center demand may...
NasdaqGS:WIX
NasdaqGS:WIXIT

A Look At Wix.com (WIX) Valuation As Shares Trade Below Estimated Fair Value

Wix.com stock performance snapshot Wix.com (WIX) has seen its share price under pressure recently, with the stock showing negative returns over the past day, week, month, past 3 months, year to date and past year. See our latest analysis for Wix.com. With the latest share price at $62.80, Wix.com has experienced notable volatility over time. The 30 day share price return is 29.02% and the 1 year total shareholder return is 68.96%, which may indicate changing momentum and a potentially less...
NasdaqCM:CRGO
NasdaqCM:CRGOLogistics

Freightos (CRGO) Narrowing Quarterly Losses Tests Bullish Profitability Narrative

Freightos (CRGO) has wrapped up FY 2025 with fourth quarter revenue of US$7.4 million and a basic EPS loss of US$0.07, alongside trailing twelve month revenue of US$29.5 million and a basic EPS loss of US$0.35. Over recent quarters the company has seen quarterly revenue move from US$6.6 million in Q4 2024 to a range between US$6.9 million and US$7.7 million across FY 2025. Quarterly basic EPS losses have sat between US$0.06 and US$0.20, leaving margins still firmly in loss making territory as...