U.S. Consumer Durables Stock News

NYSE:FLOC
NYSE:FLOCEnergy Services

A Look At Flowco Holdings (FLOC) Valuation After Recent Share Price Strength

Event context and why Flowco is on the radar Flowco Holdings (FLOC) has been drawing attention after recent share price moves, with the stock last closing at $21.16 and posting a month and past 3 months return that stands out in its recent history. See our latest analysis for Flowco Holdings. Recent trading has been strong in the short term, with a 30 day share price return of 11.25% and a 90 day share price return of 31.51%, although the 1 year total shareholder return of 24.56% decline...
NasdaqGS:AXTI
NasdaqGS:AXTISemiconductor

Is AXT’s New Independent Audit Chair a Turning Point for AXTI’s Governance and AI Ambitions?

In January 2026, AXT, Inc. announced that its board had determined Leonard J. LeBlanc to be independent under Nasdaq rules and appointed him Chair of the Audit Committee, with former chair Jesse Chen remaining as a committee member. This governance shift comes as AXT’s role as a key Indium Phosphide wafer supplier to AI-driven data centers has drawn heightened investor attention. Against this backdrop, we’ll examine how Mr. LeBlanc’s move to independent Audit Committee Chair influences AXT’s...
NYSE:MS
NYSE:MSCapital Markets

Is Morgan Stanley (MS) Still Attractive After Strong Five Year Share Price Performance

If you are wondering whether Morgan Stanley's recent share price puts it at a premium or still leaves some value on the table, this article is for you. The stock most recently closed at US$185.10, with returns of 1.8% over 7 days, 1.8% over 30 days, 1.8% year to date, 38.6% over 1 year, 106.6% over 3 years and 192.6% over 5 years. Recent coverage of large U.S. financial institutions has focused on how capital markets activity, trading volumes and wealth management trends are influencing...
NYSE:PHIN
NYSE:PHINAuto Components

Is It Too Late To Consider PHINIA (PHIN) After A 46% One Year Rally?

Wondering whether PHINIA's share price still offers value after a strong run, or if you might be late to the story? This article focuses squarely on what the current valuation is really telling you. PHINIA's share price last closed at US$69.80, with returns of 1.5% over the past 7 days, 8.0% over the last month and year to date, and 45.6% over the past year. These figures can change how investors think about both upside potential and risk. Recent coverage around PHINIA has focused on its...
NasdaqGS:FHB
NasdaqGS:FHBBanks

How First Hawaiian’s Bigger Buyback And Steady Payout At First Hawaiian (FHB) Has Changed Its Investment Story

First Hawaiian, Inc. recently reported full-year 2025 results showing higher net interest income of US$663.74 million and net income of US$276.27 million, alongside a quarterly dividend of US$0.26 per share payable on February 27, 2026 to shareholders of record on February 13, 2026. The board also completed a prior US$100.25 million buyback and authorized a new US$250 million repurchase program, underscoring a focus on returning capital while credit costs, including US$5.0 million of...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

This Week In Cloud AI - AI-Driven Data Centers Transform Commercial Real Estate Investments

Demand for AI-driven data centers is surging globally, driven by the widespread adoption of artificial intelligence across various sectors such as enterprise, logistics, finance, and industrial operations. This trend is reshaping commercial real estate as these data centers, requiring substantial electrical capacity and advanced infrastructure, become foundational rather than peripheral assets. Corniche Capital, led by David Ebrahimzadeh, is focusing its investment strategies on AI-capable...
NasdaqGS:BUSE
NasdaqGS:BUSEBanks

Assessing First Busey (BUSE) Valuation After Strong Earnings And Leadership Change

Why First Busey (BUSE) Is Back on Investors’ Radar First Busey (BUSE) has attracted fresh attention after releasing fourth quarter and full year 2025 results, a leadership change, and an update on its long running share repurchase program. See our latest analysis for First Busey. The earnings release, leadership change and share repurchase update have come alongside a 12.27% 90 day share price return and a 39.40% five year total shareholder return, suggesting momentum has been building...
NYSE:LPX
NYSE:LPXForestry

Will Louisiana-Pacific’s New Independent Chair Shift LPX’s Balance Between Oversight And Execution?

Louisiana-Pacific Corporation has announced that, effective February 19, 2026, long-time director F. Nicholas Grasberger III will become independent Chairperson as current Chair and CEO W. Bradley Southern retires from the Board, while President and CEO-elect Jason P. Ringblom joins as a Class III director and two other directors plan to retire in May 2026. This leadership reshaping, pairing an independent Chair with an internal successor as CEO, signals a clearer separation of oversight and...
NYSE:EFC
NYSE:EFCMortgage REITs

A Look At Ellington Financial (EFC) Valuation After Its Follow On Stock Offering And Book Value Update

Ellington Financial (EFC) has drawn fresh attention after completing a US$118.46 million follow on common stock offering and releasing an updated estimated book value per share alongside ongoing monthly dividend payments. See our latest analysis for Ellington Financial. At a share price of US$12.66, Ellington Financial has seen a 1 day share price return of a 1.48% decline and a 7 day share price return of an 8.66% decline. However, its 1 year total shareholder return of 13.75% and 5 year...
NasdaqGM:AQST
NasdaqGM:AQSTPharmaceuticals

Assessing Aquestive Therapeutics (AQST) Valuation After The FDA Complete Response Letter For Anaphylm

Why the FDA’s Complete Response Letter Matters for Aquestive Aquestive Therapeutics (AQST) has drawn fresh attention after the FDA issued a Complete Response Letter for its Anaphylm epinephrine sublingual film, prompting the company to schedule a special call to discuss the regulatory feedback. See our latest analysis for Aquestive Therapeutics. The FDA letter appears to have been the catalyst for a sharp shift in sentiment, with a 1 day share price return of 38.98% and a 7 day share price...
NasdaqGS:LAMR
NasdaqGS:LAMRSpecialized REITs

Assessing Lamar Advertising (LAMR) Valuation After Recent Steady Share Price Momentum

Why Lamar Advertising (LAMR) is on investors’ radar Lamar Advertising (LAMR) has been drawing attention after recent share price moves, with the stock up around 3% over the past month and about 7% across the past 3 months. See our latest analysis for Lamar Advertising. Zooming out, Lamar Advertising’s recent 1 month share price return of 2.96% and 3 month share price return of 6.85% sit alongside a 1 year total shareholder return of 7.89%. Together, these figures point to steady but measured...
NasdaqGS:CCOI
NasdaqGS:CCOITelecom

Does Taylor Frigon’s Full Exit Amid Cash Flow Strain Change The Bull Case For Cogent (CCOI)?

In the fourth quarter of 2025, Taylor Frigon Capital Management fully exited its position in Cogent Communications Holdings, selling 73,271 shares amid persistent questions about the company’s ability to turn growth into sustainable free cash flow. At the same time, Cogent’s upcoming February 20, 2026 earnings call takes on added importance as investors weigh thin operating cash flow against areas of operational progress such as wavelength revenue and EBITDA margin trends. We’ll now examine...
NYSE:WWW
NYSE:WWWLuxury

Undervalued Small Caps With Insider Activity In February 2026

As February 2026 unfolds, the U.S. stock market is experiencing a surge with major indices like the Dow Jones and S&P 500 starting the month on a high note, driven by positive economic indicators such as expanding factory activity and new trade agreements. In this dynamic environment, small-cap stocks present intriguing opportunities for investors seeking value; particularly those that show signs of insider activity which can often indicate confidence in their future prospects amidst broader...