U.S. Consumer Durables Stock News

NasdaqGS:IMCR
NasdaqGS:IMCRBiotechs

Immunocore Reshapes R&D Leadership As Shares Trade Below Analyst Targets

Immunocore Holdings (NasdaqGS:IMCR) announced the departure of Executive Vice President of Research and Development, Dr. David Berman. The company is not recruiting a direct replacement for the role and is instead restructuring its R&D leadership. Dr. Mohammed Dar and Mark Moyer have been promoted to Executive Vice President positions with expanded responsibilities. The leadership changes are intended to streamline R&D oversight and redistribute decision making across the senior...
NasdaqGS:IDCC
NasdaqGS:IDCCSoftware

InterDigital Licensing Deals With LG And Chinese Vendor Under Investor Spotlight

InterDigital signed a new patent license agreement with LG Electronics covering digital TVs and computer display monitors. The company also renewed a patent license with a well established Chinese smartphone vendor. For investors watching NasdaqGS:IDCC, these fresh licensing deals come with the stock at $329.38 and very strong multi year share price gains, including 82.8% over the past year and a very large 3 year return. The agreements highlight InterDigital's role as a key licensor of...
NasdaqGS:LEGN
NasdaqGS:LEGNBiotechs

Is Legend Biotech (LEGN) Mispriced After Recent Share Price Slide?

If you are wondering whether Legend Biotech's current share price still reflects its potential, you are not alone. Many investors are asking the same question after a tough period for the stock. Legend Biotech's share price closed at US$17.15, with returns of a 9.5% decline over 7 days, a 20.3% decline over 30 days, a 20.3% decline year to date, a 54.0% decline over 1 year and a 65.5% decline over 3 years. This performance has reshaped how some investors view both its upside and its...
NasdaqGS:RBCA.A
NasdaqGS:RBCA.ABanks

A Look At Republic Bancorp (RBCA.A) Valuation After Mixed Q4 2025 Earnings Results

Republic Bancorp (RBCA.A) has come into focus after its Q4 2025 report, which combined higher revenue and net interest income with an adjusted EPS miss and increased net charge-offs, giving investors a mixed earnings picture. See our latest analysis for Republic Bancorp. The share price has moved to US$73.42, with a 1-day share price return of 1.12% and a 90-day share price return of 12.42%. The 1-year total shareholder return of 17.51% and 5-year total shareholder return of 104.74% point to...
NYSE:OUT
NYSE:OUTSpecialized REITs

Evaluating OUTFRONT Media (OUT) After A 47% One-Year Rally

If you are wondering whether OUTFRONT Media is still reasonably priced after its recent run, this article walks through what the current share price could imply about value. The stock last closed at US$25.23, with returns of 3.2% over 7 days, 6.4% over 30 days, 6.4% year to date, 47.5% over 1 year, 53.3% over 3 years, and 58.1% over 5 years. Those moves sit against a backdrop of ongoing interest in the company as an outdoor advertising REIT and continuing coverage in the financial press that...
NYSE:WY
NYSE:WYSpecialized REITs

Weyerhaeuser Maps 2030 EBITDA Goal With Dividend Lift And Buybacks

Weyerhaeuser (NYSE:WY) has announced an increase to its base dividend alongside a new share repurchase program. The company plans significant divestitures of non core timberlands as part of a portfolio reshaping effort. Management has outlined a long term growth strategy targeting higher EBITDA by 2030. For investors watching NYSE:WY, these decisions come as the stock trades around $25.84, with a 30 day return of 8.6% and a 1 year return showing a decline of 13.2%. Over 3 and 5 years, the...
NasdaqGS:SFD
NasdaqGS:SFDFood

A Look At Smithfield Foods (SFD) Valuation After Recent Share Price Momentum

Smithfield Foods (SFD) is back on investor screens after recent share price moves, with the stock returning 9.3% over the past month and 16.0% over the past 3 months. See our latest analysis for Smithfield Foods. That recent 9.3% 1 month share price return sits alongside a 9.9% 3 month share price return and a 16.0% 1 year total shareholder return. Together, these figures point to momentum building rather than fading around the current US$24.20 level. If Smithfield Foods has caught your eye,...
NYSE:SSB
NYSE:SSBBanks

SouthState Bank Buyback And Dividend Underline Capital Return And Valuation Story

SouthState Bank (NYSE:SSB) has approved a new share repurchase program following the completion of its prior buyback. The company has reported full year results that show income growth for the period. Management has affirmed the dividend alongside these capital return decisions. SouthState Bank, a regional banking group serving customers across the Southeast, is updating shareholders on how it is using its balance sheet after its latest results. The combination of a fresh buyback...
NYSE:CAG
NYSE:CAGFood

Conagra Breakfast Push With Banquet MEGA Bowls And Undervalued Shares

Conagra Brands (NYSE:CAG) is launching Banquet MEGA Breakfast Bowls, a new line of frozen breakfast meals. The bowls feature high-protein recipes and use a steaming technology intended to affect texture and taste. The launch adds to Conagra's presence in the frozen breakfast and value focused meal category. For you as an investor, this move sits at the intersection of two themes in packaged foods: demand for protein rich meals and interest in convenient, heat and eat formats. Conagra...
NasdaqGS:RUSH.A
NasdaqGS:RUSH.ATrade Distributors

Assessing Rush Enterprises (RUSH.A) Valuation After Earnings Miss, Revenue Beat And New US$150m Buyback

Rush Enterprises (RUSH.A) is back on traders’ screens after quarterly results showed earnings per share 4.6% below expectations, revenue 5.62% ahead, a fresh US$150 million buyback, and renewed attention from UBS. See our latest analysis for Rush Enterprises. The fresh US$150 million buyback and UBS coverage have arrived alongside a sharp swing in sentiment, with a 30 day share price return of 23.94% and a 90 day gain of 43.62% lifting longer running total shareholder returns that sit at...
NasdaqGS:BATR.K
NasdaqGS:BATR.KEntertainment

Is Atlanta Braves Holdings (BATR.K) Priced Too Rich For Its Current Cash Flows And Sales?

If you are wondering whether Atlanta Braves Holdings is attractively priced or reflects a fan premium, this article walks through what the current share price could imply about value. The stock last closed at US$40.10, with returns of 1.9% over the past week, 0.6% over the last month, 0.6% year to date, 0.5% over 1 year, 16.6% over 3 years, and 36.8% over 5 years. These figures provide useful context before comparing price to fundamentals. Recent coverage around Atlanta Braves Holdings has...
NYSE:DIS
NYSE:DISEntertainment

Disney (DIS) Margin Jump Reinforces Bullish Narratives Despite Modest Growth Forecasts

Q1 2026 earnings set the stage Walt Disney (DIS) has kicked off Q1 2026 with total revenue of US$25.0b, basic EPS of US$1.34 and net income of US$2,402m, setting a clear marker for how its entertainment and parks engine is currently performing. The company has seen revenue move from US$22.6b in Q4 2025 and US$22.6b in Q4 2024 to US$25.0b in Q1 2026, while quarterly basic EPS shifted from US$0.73 and US$0.25 over those same prior periods to US$1.34 this quarter. This gives investors a clean...
NasdaqGM:HROW
NasdaqGM:HROWPharmaceuticals

A Look At Harrow (HROW) Valuation As Guidance Is Reaffirmed And New Commercial Leader Steps In

Harrow stock reacts to guidance reaffirmation and leadership change Harrow (HROW) reaffirmed its full year 2025 revenue outlook of US$270 million to US$280 million and promoted Patrick W. Sullivan to Chief Commercial Officer, a combination that keeps investors focused on execution. See our latest analysis for Harrow. Harrow’s 9.67% 1 day share price return to US$44.90, alongside reaffirmed 2025 revenue guidance and a new Chief Commercial Officer, stands against a 10.04% 30 day share price...
NYSE:BRO
NYSE:BROInsurance

Brown & Brown Leadership Shift And Legal Dispute Versus Valuation Signals

Brown & Brown (NYSE:BRO) is dealing with the passing of its Chief Legal Officer, creating a sudden shift in its senior leadership team. The company is also pursuing legal action over alleged employee poaching after a significant group of staff departed for a competitor. For shareholders watching NYSE:BRO, these events land at a time when the stock has seen a 32.0% decline over the past year, despite longer term returns of 23.0% over 3 years and 61.7% over 5 years. The current share price of...
NYSE:WRBY
NYSE:WRBYSpecialty Retail

Warby Parker AI Glasses Outlook Questioned As Co CEOs Trim Stakes

Warby Parker (NYSE:WRBY) is drawing attention after analyst commentary questioned how much its new AI enabled glasses partnership with Google might affect the business in the near term. At the same time, the company’s Co CEOs have sold a significant amount of personal stock, adding another data point for investors assessing leadership confidence and incentives. Shares of Warby Parker recently closed at $26.03, with the stock up 15.1% over the past month and 15.1% year to date but down 4.8%...
NasdaqGS:ARLP
NasdaqGS:ARLPOil and Gas

Alliance Resource Partners (ARLP) Dividend Coverage Concerns Reinforce Skeptical Income Narratives

Alliance Resource Partners (ARLP) has wrapped up FY 2025 with fourth quarter revenue of US$535.5 million and basic EPS of US$0.64, alongside net income of US$82.7 million, setting a clear benchmark for the year just finished. Looking back over recent quarters, the partnership has seen quarterly revenue move between US$535.5 million and US$571.4 million in 2025, with EPS ranging from US$0.46 to US$0.73. Trailing twelve month figures show revenue of about US$2.2 billion and EPS of US$2.42. With...
NYSE:BBUC
NYSE:BBUCIndustrials

Why Brookfield Business (BBUC) Is Up 5.5% After 2025 Results And Reorganization Update - And What's Next

Brookfield Business Corporation reported full-year 2025 results on January 30, 2026, with sales of US$7,168 million versus US$8,208 million a year earlier and a net loss of US$875 million compared with US$888 million, alongside over US$2 billion of capital recycling and about US$1 billion of corporate debt repayment. The business also advanced a corporate reorganization intended to improve trading liquidity, invested US$700 million in four growth acquisitions including an agreement to...
NYSE:POR
NYSE:PORElectric Utilities

Is Portland General Electric (POR) Pricing In Its Recent 1-Year Share Price Strength?

Wondering whether Portland General Electric's current share price reflects its true worth, or if the market is overlooking something in this regional utility? The stock recently closed at US$50.11, with returns of 0.9% over 7 days, 3.4% over 30 days, 3.4% year to date, 28.3% over 1 year, 18.7% over 3 years and 44.3% over 5 years. This gives investors some history to weigh against the current price. Recent coverage has focused on Portland General Electric's position in the regulated utilities...
NasdaqGS:BSRR
NasdaqGS:BSRRBanks

Sierra Bancorp (BSRR) Net Profit Margin Near 28.4% Reinforces Bullish Earnings Narratives

Sierra Bancorp (BSRR) has just posted its FY 2025 numbers, with fourth quarter revenue of US$40.2 million, basic EPS of US$0.97 and net income of US$12.9 million setting the tone for the year. The bank has seen quarterly revenue move from US$35.5 million in Q4 2024 through US$34.7 million, US$38.0 million and US$36.3 million to US$40.2 million most recently. Basic EPS over the same stretch ran from US$0.73 to US$0.66, US$0.78, US$0.73 and now US$0.97, giving you a clear view of how the top...
NYSE:AYI
NYSE:AYIElectrical

A Look At Acuity Brands (AYI) Valuation After A 17% Dividend Increase

Acuity (AYI) has just approved a 17% increase in its quarterly dividend to US$0.20 per share, a move that puts income directly in focus for shareholders watching the stock’s return profile. See our latest analysis for Acuity. The dividend decision comes after a mixed share price run, with a 1-day share price return of 2.39% and 7-day share price return of 1.59% sitting against a 30-day share price return decline of 15.19%. The 5-year total shareholder return of 157.00% points to stronger long...
NasdaqGS:SRRK
NasdaqGS:SRRKBiotechs

A Look At Scholar Rock (SRRK) Valuation After A Strong 3 Month Share Price Return

Scholar Rock Holding (SRRK) has attracted investor attention recently, with shares last closing at US$46.61 and total return over the past 3 months sitting at 66.17%, following multi year volatility. See our latest analysis for Scholar Rock Holding. The recent 1 day share price return of 5.12% and 30 day share price return of 8.90% sit within a much stronger 90 day share price return of 66.17%. At the same time, the 3 year total shareholder return of 278.33% contrasts with a 5 year total...
NYSE:MOD
NYSE:MODBuilding

Is Modine (MOD) Share Price Running Ahead Of Its Earnings Growth Story?

If you are wondering whether Modine Manufacturing's share price actually reflects its value, or if the market is getting ahead of itself, this article is designed to help you make sense of where things stand. The stock last closed at US$196.07, with returns of 32% over 7 days, 39.2% over 30 days, 39.2% year to date, 103.2% over 1 year, a very large return over 3 years of around 7x, and 1,224.8% over 5 years. This naturally raises questions about what is already priced in. Recent coverage...
NasdaqGM:AMAL
NasdaqGM:AMALBanks

Assessing Amalgamated Financial (AMAL) Valuation After A Sharp Short-Term Share Price Rally

Why Amalgamated Financial Has Drawn Fresh Attention Amalgamated Financial (AMAL) has attracted renewed investor interest after a strong recent run in the share price, shifting focus to how its current valuation lines up with its fundamentals and longer term return record. See our latest analysis for Amalgamated Financial. The recent 25.8% 1 month share price return, alongside a 46.7% 3 month share price move, sits against a 1 year total shareholder return of 21.8% and 5 year total shareholder...
NYSE:GAP
NYSE:GAPSpecialty Retail

Are Wall Street’s Upgrades Quietly Rewriting Gap's (GAP) Turnaround Narrative?

In recent months, multiple Wall Street firms, including Goldman Sachs, UBS, Baird, Telsey Advisory Group, and Wells Fargo, have upgraded their views on Gap, signaling heightened analyst interest in the retailer’s prospects. This cluster of upgrades has shifted the broader analyst conversation around Gap, with more firms expressing constructive views on the company’s potential trajectory. With this wave of analyst upgrades shaping sentiment, we’ll now examine how it influences Gap’s...