U.S. Consumer Durables Stock News

NasdaqGS:VIR
NasdaqGS:VIRBiotechs

A Look At Vir Biotechnology (VIR) Valuation After New SOLSTICE Trial Data And Pipeline Updates

Why Vir Biotechnology’s latest clinical data matters for investors Vir Biotechnology (VIR) recently reported new positive data from its SOLSTICE Phase 2 trial in chronic hepatitis delta, highlighting stronger and more sustained hepatitis delta virus RNA suppression for its tobevibart and elebsiran combination through 96 weeks. The company also used the 44th Annual J.P. Morgan Healthcare Conference to outline broader clinical plans, including the ECLIPSE Phase 3 program in hepatitis delta and...
NYSE:WWW
NYSE:WWWLuxury

Assessing Wolverine World Wide (WWW) Valuation After Recent Share Price Swings

Event-driven snapshot of Wolverine World Wide Wolverine World Wide (WWW) has drawn investor attention after recent share price swings, with the stock up around 10% over the past month but showing a decline across the past 3 months. See our latest analysis for Wolverine World Wide. At a share price of $19.28, Wolverine World Wide’s recent 10.05% 1 month share price return contrasts with its 26.24% 3 month share price decline and a 12.41% 1 year total shareholder return loss, suggesting...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Is Regeneron Pharmaceuticals (REGN) Still Attractive After Recent Share Price Weakness?

If you are wondering whether Regeneron Pharmaceuticals at around US$755 per share still offers value, you are not alone. The answer depends on how you look at its fundamentals versus its current price. Over the last week the stock returned 1.8%, while the 30 day return was a 3.8% decline and the year to date return sits at a 2.7% decline, with a 9.4% return over the past year and 50.1% over five years. Investors have been watching Regeneron closely as fresh company specific news and sector...
NasdaqGS:LYTS
NasdaqGS:LYTSElectrical

LSI Industries (LYTS) Margin Dip To 4.3% Tests Bullish Earnings Growth Narrative

LSI Industries (LYTS) has just posted Q2 2026 results with revenue of US$147.0 million and basic EPS of US$0.20, alongside trailing twelve month revenue of US$591.8 million and EPS of US$0.84 that frame the latest quarter against a fuller year of operations. The company has seen quarterly revenue move from US$147.7 million and EPS of US$0.19 in Q2 2025 to US$147.0 million and EPS of US$0.20 in Q2 2026, with net income shifting from US$5.6 million to US$6.3 million over the same period, while...
NasdaqGS:DXPE
NasdaqGS:DXPETrade Distributors

Is It Time To Reassess DXP Enterprises (DXPE) After Recent Share Price Strength

If you are wondering whether DXP Enterprises' current share price lines up with its underlying value, you are not alone. This article walks through what the numbers actually say. With the stock at US$132.09 and recent returns of 9.4% over 7 days, 14.4% over 30 days, 22.6% year to date and 23.4% over 1 year, many investors are reassessing both the growth potential and the level of risk they are comfortable with. DXP Enterprises has also been in the news for its role as a distributor and...
NasdaqGS:LECO
NasdaqGS:LECOMachinery

Lincoln Electric Quality Screen Win Puts Valuation And Debt In Focus

Lincoln Electric Holdings (NasdaqGS:LECO) was recently recognized for its financial health and competitive advantages after passing a respected quality investing screen. The screen highlights companies with resilient balance sheets, consistent execution, and durable business models. This recognition singles out Lincoln Electric’s long term positioning in welding, cutting, and joining solutions as especially robust. Lincoln Electric focuses on arc welding equipment, consumables, and...
NYSE:SPXC
NYSE:SPXCMachinery

Is It Too Late To Consider SPX Technologies (SPXC) After A 5-Year 297% Rally?

If you are wondering whether SPX Technologies at around US$217 a share still offers value, you are not alone, and that is exactly what this article aims to unpack. The share price sits at US$217.13, with returns of 1.6% over the past week, 5.7% over the last 30 days, 6.8% year to date, 40.7% over 1 year, 202.2% over 3 years, and 297.1% over 5 years, which naturally raises questions about what is already priced in and what might come next. Recent attention on SPX Technologies has centered on...
NYSE:GPGI
NYSE:GPGITech

Is It Too Late To Consider CompoSecure (CMPO) After Its Recent Share Price Surge

If you are wondering whether CompoSecure's share price still reflects fair value after its recent run, this article will walk through what the current market price might be implying about the business. The stock last closed at US$25.15, with returns of 29.7% over the past 30 days, 34.7% year to date, 97.7% over the past year, and a very large gain over three years that is a little more than 4x. Recent coverage has highlighted CompoSecure's position in secure payment and authentication...
NYSE:CADE
NYSE:CADEBanks

Cadence Bank (CADE) Margin Slip To 28.6% Tests Bullish Growth Narrative

Cadence Bank (CADE) has put up a clean set of FY 2025 numbers, with fourth quarter revenue at US$500.4 million and EPS at US$0.76, while trailing twelve month revenue came in at US$1.9 billion and EPS at US$2.83. Over recent periods the bank has seen revenue move from US$435.7 million in Q4 2024 to US$500.4 million in Q4 2025, with quarterly EPS stepping from US$0.70 to US$0.76. This sets the stage for investors to focus on how consistently the bank converts that income into margins and long...
NasdaqGS:FULT
NasdaqGS:FULTBanks

Fulton Financial (FULT) Net Interest Margin Holds 3.59% Challenging Bearish Profitability Narratives

Fulton Financial (FULT) has wrapped up FY 2025 with fourth quarter revenue of US$333.1 million and basic EPS of US$0.53, alongside net income of US$96.4 million, setting the tone for how the full year is being assessed. The company has seen trailing 12 month revenue move from US$1.15 billion at the end of 2024 to US$1.28 billion by the fourth quarter of 2025, with TTM EPS rising over the same window from US$1.59 to US$2.10. This frames the latest print against a steadily building earnings...
NYSE:CTRA
NYSE:CTRAOil and Gas

Does Kimmeridge’s Board Push Reveal a Turning Point in Coterra’s (CTRA) Portfolio Strategy?

Earlier this week, activist investor Kimmeridge moved to nominate former Pioneer Natural Resources CEO Scott Sheffield to Coterra Energy’s board, urging the company to prioritize its Permian Basin crude portfolio and consider selling its natural gas assets. This contest for influence introduces the prospect of a reshaped business mix and governance structure, which could materially affect how Coterra allocates capital and manages its asset base. We’ll now examine how Kimmeridge’s push to...
NYSE:AIN
NYSE:AINMachinery

Albany International’s CMMC Win Highlights Defense Cybersecurity And Contract Potential

Albany Engineered Composites, a segment of Albany International (NYSE:AIN), has achieved U.S. Department of War CMMC Level 2 certification. This places the company among the first 1% of defense suppliers to reach this cybersecurity standard. The certification confirms that AEC meets required controls for handling sensitive defense information. Albany International, through its AEC segment, is closely tied to advanced materials used in military and aerospace programs. With cybersecurity now...
NasdaqGS:WAFD
NasdaqGS:WAFDBanks

How Earnings Momentum And CRA Upgrade At WaFd (WAFD) Has Changed Its Investment Story

In January 2026, WaFd, Inc. reported first-quarter fiscal 2026 results showing higher net interest income of US$171.11 million and net income of US$64.2 million, alongside increased net charge-offs of US$3.7 million and progress on a long-running share repurchase program totaling about US$1.83 billion since 1995. Separately, the FDIC’s Supervision Appeals Review Committee upgraded WaFd Bank’s Community Reinvestment Act rating to “Satisfactory,” easing a regulatory overhang that had raised...
NasdaqGS:ACGL
NasdaqGS:ACGLInsurance

Arch Capital Governance Shift As Longtime Director Exit Meets Valuation Debate

Arch Capital Group (NasdaqGS:ACGL) director and former CFO John D. Vollaro will not seek reelection to the board. Vollaro's planned departure ends more than two decades of board service at Arch Capital Group. The move marks a governance transition as the company continues to focus on board oversight and succession planning. Arch Capital Group, listed on NasdaqGS:ACGL, operates as a specialty insurer and reinsurer, an area that often attracts investors who watch risk, capital strength, and...
NasdaqGS:MBLY
NasdaqGS:MBLYAuto Components

Mobileye (MBLY) Q4 Loss And Premium P/S Multiple Test Bullish Profitability Narratives

Mobileye Global (MBLY) closed out FY 2025 with Q4 revenue of US$446 million and a basic EPS loss of US$0.16, as the company continued to run at a net loss. The company has seen quarterly revenue range from US$438 million to US$506 million over FY 2025, while basic EPS losses have moved between US$0.08 and US$0.16. This sets up a story where top line scale and the path toward better margins are front and center for investors. Overall, the latest numbers keep attention firmly on how quickly...