U.S. Consumer Durables Stock News

NasdaqGS:EXTR
NasdaqGS:EXTRCommunications

Is Extreme Networks (EXTR) Attractive After Recent Share Price Weakness?

Wondering whether Extreme Networks is priced attractively today or if the recent share moves are a warning sign? This article focuses squarely on what you are getting for the current price. The stock last closed at US$14.37, with returns of a 5.4% decline over the past week, a 14.9% decline over the last month, and a 13.1% decline year to date. The 1 year return is a 7.9% decline and the 3 year return is a 23.6% decline, compared with a 5 year return of 61.1%. Recent attention around Extreme...
NasdaqGS:ZD
NasdaqGS:ZDInteractive Media and Services

Ziff Davis Taps AI In Unified RetailMeNot Group To Deepen Engagement

Ziff Davis (NasdaqGS:ZD) has launched the unified RetailMeNot Group, bringing several of its shopping platforms under one banner. The new group introduces AI powered tools designed to improve the online shopping experience for consumers. This move reflects Ziff Davis's focus on digital retail and customer engagement through technology. Ziff Davis, through RetailMeNot Group, is leaning further into digital retail and online deal discovery, an area where consumer expectations for...
NYSE:BIP
NYSE:BIPIntegrated Utilities

Brookfield Infrastructure Partners (NYSE:BIP) Margin Rebound Tests High P/E Bullish Narratives

Brookfield Infrastructure Partners' FY 2025 Earnings Snapshot Brookfield Infrastructure Partners (NYSE:BIP) closed out FY 2025 with fourth quarter revenue of about US$6.3 billion, basic EPS of US$0.40 and net income of US$245 million, putting a spotlight on how its profitability is tracking against expectations. The company has seen revenue move from US$5.4 billion in Q4 2024 to roughly US$6.3 billion in Q4 2025, while basic EPS shifted from US$0.26 to US$0.40 over the same period. This gives...
NYSE:CNMD
NYSE:CNMDMedical Equipment

One Off US$88 Million Loss And Margin Compression Test CONMED (CNMD) Bullish Narratives

CONMED (CNMD) just wrapped up FY 2025 with Q4 revenue of US$373.2 million and basic EPS of US$0.54, alongside trailing twelve month revenue of about US$1.4 billion and EPS of US$1.52. Over the past six quarters in the dataset, revenue has ranged from US$316.7 million to US$373.2 million per quarter, while quarterly EPS has moved between US$0.09 and US$1.59. With trailing net margin sitting at 3.4% versus 10.1% a year earlier, this latest result puts a clear focus on how sustainable the...
NYSE:RCL
NYSE:RCLHospitality

Royal Caribbean Cruises (RCL) Margin Jump Reinforces Bullish Profitability Narratives

Royal Caribbean Cruises (RCL) has just posted its FY 2025 numbers, with fourth quarter revenue at US$4.3b and basic EPS of US$2.78, capping a trailing twelve month run of US$17.9b in revenue and US$15.75 in EPS. Over recent periods the company has seen quarterly revenue move from US$3.8b and EPS of US$2.05 in Q4 2024 to US$5.1b and EPS of US$5.79 in Q3 2025, before this latest quarter. This sets up the full year against a backdrop of faster earnings growth than revenue and meaningfully higher...
NasdaqCM:RGC
NasdaqCM:RGCPharmaceuticals

A Look At Regencell Bioscience Holdings (RGC) Valuation After Market Value Surges Despite Ongoing Challenges

Regencell Bioscience Holdings (RGC) is back in focus after recent coverage highlighted a sharp surge in its market value, despite having no revenue, recurring losses, and an ongoing Justice Department investigation. See our latest analysis for Regencell Bioscience Holdings. The share price has been volatile, with a 1 day share price return of a 13.61% decline and a 7 day share price return of a 9.34% decline. Despite this, it still sits on a 30 day share price return of 21.81% and a 90 day...
NYSE:VFC
NYSE:VFCLuxury

VF Corp (VFC) Q3 Profit Rebound Tests Valuation Concerns In Bullish Narratives

V.F. Corporation (VFC) just posted Q3 2026 results with revenue of US$2.9b and basic EPS of US$0.77, setting a clear reference point for how the year is shaping up. The company has seen quarterly revenue move from US$2.8b in Q2 2026 and US$2.9b in Q3 2025, while EPS shifted from US$0.49 in Q2 2026 and US$0.43 in Q3 2025, giving investors a clean view of how the income statement is trending as margins settle after a volatile period. See our full analysis for V.F. With the latest numbers on the...
NasdaqGS:KLAC
NasdaqGS:KLACSemiconductor

KLA Upgrades Highlight 2nm Inspection Demand And Recent Earnings Strength

Multiple major analysts upgraded KLA (NasdaqGS:KLAC), citing strong demand for advanced semiconductor inspection equipment and growth in 2nm process technology. KLA reported significantly improved quarterly financial results, with revenue and profit both moving higher. The combination of analyst upgrades and the latest earnings release has sharpened investor focus on KLA's role in next generation chip manufacturing. KLA enters this news cycle with its share price at $1,684.71 and a very...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

Texas Instruments (TXN) Is Up 12.3% After Strong 2025 Results And Upbeat Data Center, Industrial Outlook

In late January 2026, Texas Instruments reported full-year 2025 sales of US$17.68 billion and net income of US$5.00 billion, while issuing first-quarter 2026 guidance for revenue of US$4.32 billion to US$4.68 billion and earnings per share of US$1.22 to US$1.48. Management highlighted rapidly expanding data center and recovering industrial demand, areas that now meaningfully contribute to Texas Instruments’ analog and embedded processing business mix and future focus. We’ll now examine how...
NasdaqGS:SATS
NasdaqGS:SATSMedia

EchoStar Investors Weigh SpaceX xAI Merger Talk And Future Exposure

EchoStar investors are reacting to reports of a potential merger between SpaceX and xAI. The focus is on how any restructuring or reprioritization at SpaceX could affect EchoStar's investment exposure. The situation introduces fresh uncertainty around future benefits or risks to EchoStar tied to its SpaceX position. For you as an EchoStar shareholder, the key issue is how tightly the company is linked to SpaceX at a time when a potential merger with xAI is being discussed. EchoStar, trading...
NasdaqGS:QDEL
NasdaqGS:QDELMedical Equipment

Is QuidelOrtho (QDEL) A Value Opportunity After Steep Multi‑Year Share Price Declines

If you are wondering whether QuidelOrtho at around US$27.41 is a potential value opportunity or a value trap, you are in the right place. The stock has had a weak run, with a 10.3% decline over the last 7 days, a 6.5% decline over 30 days, a 4.8% decline year to date, and a 36.5% decline over the last year, building on much larger 3 year and 5 year declines of 70.0% and 88.0%. Recent coverage has focused on QuidelOrtho's position in the broader healthcare and diagnostics space and how...
NYSE:EIG
NYSE:EIGInsurance

Assessing Employers Holdings (EIG) Valuation After Insider Buying And A Key Technical Breakout

A senior executive at Employers Holdings (EIG) recently bought shares, and the stock has moved above a widely watched long term moving average. These developments are attracting fresh attention from investors tracking sentiment and trend signals. See our latest analysis for Employers Holdings. That insider purchase and move above a long term average comes after a 90 day share price return of 17.23% and a 5 year total shareholder return of 71.83%, suggesting momentum has picked up recently...
NYSE:AIT
NYSE:AITTrade Distributors

Is It Time To Reassess Applied Industrial Technologies (AIT) After Recent Share Price Pullback?

If you are wondering whether Applied Industrial Technologies is attractively priced right now, the recent share performance gives you a useful starting point but not the full story. The stock last closed at US$259.51, with returns of an 8.1% decline over 7 days, a 0.6% decline over 30 days, broadly flat year to date, a 0.8% decline over 1 year, 82.2% over 3 years and 248.6% over 5 years. These mixed shorter term moves, set against much stronger multi year returns, have put valuation in...
NYSE:FAF
NYSE:FAFInsurance

Is First American Financial (FAF) Pricing Reflect Housing And Interest Rate Uncertainty?

If you are wondering whether First American Financial at around US$64.06 is offering good value or asking too much, you are in the right place for a clear look at what the current price really implies. The stock has seen a 1.5% decline over the last 7 days, while returns over 30 days, year to date, 1 year, 3 years and 5 years stand at 3.2%, 4.9%, 3.9%, 11.7% and 39.5% respectively. This gives some context for how the market has been reassessing it over different time frames. Recent coverage...
NYSE:ATO
NYSE:ATOGas Utilities

Is Atmos Energy (ATO) Pricing In Its Regulated Utility Growth Story?

If you are wondering whether Atmos Energy at around US$166 is still a sensible entry or hold for you, the key question is how that price compares with the company’s underlying value. The stock has been relatively steady in the short term, with a 0.4% return over the last 7 days and a 1.5% decline over the last 30 days. The 1 year and 5 year returns of 18.9% and 112.1% provide a longer track record that many investors will be thinking about. Recent news coverage has largely focused on Atmos...
NYSE:VAC
NYSE:VACHospitality

Is Marriott Vacations Worldwide (VAC) Starting To Look Interesting After Prolonged Share Price Weakness?

If you are wondering whether Marriott Vacations Worldwide is starting to look like a value opportunity, you are not alone in asking whether the current price still lines up with the fundamentals. The stock closed at US$55.27, with returns of a 6.5% decline over the past 7 days, a 5.4% decline over 30 days, a 6.1% decline year to date, a 35.0% decline over the past year, a 62.2% decline over 3 years, and a 55.3% decline over 5 years. Recent coverage has focused on how timeshare and vacation...
NYSE:COLD
NYSE:COLDIndustrial REITs

Does Americold’s New CFO And Governance Shift Reframe Its Capital Allocation Story (COLD)?

Americold Realty Trust, Inc. announced a leadership reshuffle on January 26, 2026, appointing veteran real estate finance executive Christopher “Chris” Papa as Executive Vice President and Chief Financial Officer effective February 23, 2026, with Chief Investment Officer Scott Henderson serving as interim CFO after the departure of Jay Wells and Chief Legal Officer Nathan Harwell expanding into a combined legal and people leadership role. Beyond filling the CFO role, Americold’s decision to...
NYSE:PPL
NYSE:PPLElectric Utilities

PPL Snowstorm Resilience Highlights Grid Spending And Investor Trade Offs

PPL's grid held up during a major snowstorm, with only minimal outages reported. The company credits prior infrastructure investments for the system's performance. The event offers a real world test of NYSE:PPL's focus on reliability and resilience. For investors watching utilities, NYSE:PPL comes into this event with a share price of $36.31 and a 12.0% return over the past year. Longer term, the stock shows a 37.0% return over three years and 57.7% over five years. This track record gives...
NYSE:MRSH
NYSE:MRSHInsurance

Marsh And McLennan (MRSH) Margin Slip To 15.4% Tests Bullish Earnings Growth Narrative

Marsh & McLennan Companies (MRSH) has wrapped up FY 2025 with fourth quarter revenue of US$6.6b and basic EPS of US$1.69, alongside net income of US$821m, while the trailing twelve months show revenue of US$27.0b and EPS of US$8.47 anchoring the full year picture. The company has seen quarterly revenue move from US$6.1b in Q4 2024 to US$6.6b in Q4 2025, with basic EPS in those periods at US$1.60 and US$1.69 respectively, presenting a set of results where solid top line scale is paired with...
NasdaqCM:LQDA
NasdaqCM:LQDAPharmaceuticals

Assessing Liquidia (LQDA) Valuation After New Pulmonary Hypertension Data Plans For PVRI 2026

Liquidia (LQDA) recently announced it will share interim and open label clinical data for LIQ861, branded as YUTREPIA, and investigational L606 at the PVRI 2026 Annual Congress, giving investors fresh detail on its pulmonary hypertension pipeline. See our latest analysis for Liquidia. The PVRI 2026 data update comes after a strong run in Liquidia’s share price, with a 30 day share price return of 25.07% and a 90 day share price return of 76.77%, while the 1 year total shareholder return is...
NYSE:PII
NYSE:PIILeisure

Assessing Polaris (PII) Valuation After Recent Share Price Pullback And Conflicting Fair Value Signals

With no single headline event driving Polaris (PII) today, investors are instead focusing on the stock’s recent returns and fundamentals, including revenue of US$7,236.3m and a reported net loss of US$465.5m. See our latest analysis for Polaris. Polaris shares trade at US$64.68 after a recent 7 day share price decline of 8.8%, while the 1 year total shareholder return of 39.3% contrasts with weaker 3 and 5 year total shareholder returns that point to fading longer term momentum. If Polaris...
NYSE:ICE
NYSE:ICECapital Markets

Intercontinental Exchange Turns Reddit Chatter Into AI Market Data Opportunity

Intercontinental Exchange (NYSE:ICE) has launched Reddit Signals and Sentiment, an AI powered data suite that turns Reddit discussions into market intelligence for investors. The product is designed to translate crowdsourced conversations into near real time sentiment indicators that can be used alongside traditional financial data. The launch highlights ICE’s push to expand its data and analytics offerings beyond its core exchange and clearing services. Intercontinental Exchange operates...
NasdaqGS:HON
NasdaqGS:HONIndustrials

Honeywell International (HON) Margin Decline Tests Bullish Earnings Growth Narratives

Honeywell International (HON) closed out FY 2025 with fourth quarter revenue of US$9.8b and basic EPS of US$0.49, alongside earnings from discontinued operations of US$17m and net income excluding extra items of US$312m, setting a measured tone for the full year. Over the past six quarters, the company has seen quarterly revenue move between US$9.7b and US$10.4b, while basic EPS ranged from US$0.49 to roughly US$2.87, giving investors a clear view of how earnings power has shifted against a...
NYSE:BC
NYSE:BCLeisure

Brunswick (BC) Q4 Return To Profit Tests Bullish Earnings Recovery Narrative

Brunswick (BC) has just posted its FY 2025 numbers with Q4 revenue of US$1.3b and basic EPS of US$0.28, alongside net income from continuing operations of US$18.6m. The company has seen quarterly revenue move from US$1.15b in Q4 2024 to US$1.33b in Q4 2025, while basic EPS shifted from a loss of US$1.07 per share in Q4 2024 to a profit of US$0.28 in Q4 2025. This sets up a results season where the key question is how durable these margins look against a still loss making trailing twelve month...