U.S. Consumer Durables Stock News

MicroVision (MVIS) reported its third quarter earnings, highlighting a jump in quarterly sales and a narrower net loss compared to last year. The company’s nine-month results also pointed to reduced losses, even though revenue was lower. See our latest analysis for MicroVision. Shares of MicroVision have struggled over the past year, with a 1-year total shareholder return of -5.36%. The share price recently closed at $0.92. While the latest quarter brought some improvement in losses, the...

Dow (NYSE:DOW) just expanded its long-running partnership with Kyndryl, focusing on integrating AI and automation into its technology infrastructure. This move continues Dow's digital transformation journey. The company aims to strengthen operational efficiency and drive innovation. See our latest analysis for Dow. Despite Dow’s push to modernize through AI partnerships and digital transformation, its 1-year total shareholder return sits at -49.7%. Momentum continues to fade, with the share...

Wondering if TJX Companies is a hidden gem or just priced for perfection? You are not alone. Investors everywhere are trying to determine whether the stock is still worth its recent climb. The share price has been on a roll, gaining 1.1% this week, 2.9% over the last month, and an impressive 22.2% year-to-date. The five-year return of 153.9% shows steady appreciation. Much of this momentum follows upbeat retail sector trends, including a surge in consumer spending and positive analyst...

Telephone and Data Systems (TDS) just posted its latest quarterly results, reporting a narrower net loss for the third quarter. However, the company also experienced a decline in revenue. In addition, TDS completed another tranche of its ongoing share buyback program. See our latest analysis for Telephone and Data Systems. Even with TDS trimming its quarterly net loss and progressing on share buybacks, recent trading momentum has cooled. After a rally earlier this year, the 2025 year-to-date...

WEX recently announced the integration of over 20,000 Tesla Supercharger fast-charging points across 1,500+ locations into its platform, giving customers access through the EV Driver by WEX app and the Tesla app with unified payments and billing. This move addresses a major gap for high-power EV charging, particularly in underserved areas, and allows both Tesla and non-Tesla drivers to benefit from comprehensive charging and payment options on a single platform. We'll explore how expanding...

F5 (FFIV) is making waves with a series of strategic product launches and partnerships. These include its new ADSP Partner Program, a significant AI-focused BIG-IP update, and a new alliance with CrowdStrike to boost security offerings. See our latest analysis for F5. F5’s recent stream of partnerships and AI-driven product launches arrives against a backdrop of some share price turbulence. After a tough past month, marked by a 24.5% one-month share price drop and a negative 10.3%...

SkyWest (SKYW) shares recently dipped, with the stock sliding about 7% over the past week and losing 9% this month. Investors are likely watching these moves, given the company's longer-term performance and valuation. See our latest analysis for SkyWest. After a strong period that rewarded long-term shareholders, momentum for SkyWest seems to have cooled off this year. The 1-year total shareholder return has dipped more than 15%, and the recent decline in share price suggests renewed caution...

DRDGOLD Limited recently underwent a leadership transition as it accelerated its R8 billion growth initiative focused on operational expansion and increased gold production. This leadership change is designed to support DRDGOLD's ambitions to enhance its competitive standing in the gold mining sector. We'll examine how the new leadership team may influence DRDGOLD's investment narrative as it advances its substantial R8 billion growth plan. Uncover the next big thing with financially sound...

Earlier this week, AppLovin reported a 68% year-over-year revenue increase to US$1.41 billion and expanded its share repurchase authorization by US$3.2 billion, attributing these gains to the success of its AI-powered AXON 2.0 engine and rapid adoption of the Axon Ads Manager platform. This strong performance highlights AppLovin's ability to leverage advanced machine learning technology to achieve significant revenue growth, improve operating margins, and generate robust cash flow, setting...

Earlier this quarter, Artisan Small Cap Fund named Ollie’s Bargain Outlet Holdings as one of its top investment picks, underscoring advantages such as its Amazon-resistant retail model, increased access to prime locations due to competitor closures, and robust vendor relationships. An especially notable insight is that Ollie’s loyalty program, Ollie’s Army, now accounts for about 80% of total sales, reflecting both customer retention and effective management strategies supporting expansion...

In the past week, Truist analyst Tobey Sommer maintained a Hold rating on Insperity after a difficult quarter and lower full-year 2025 guidance, while management expressed optimism about recovering most of the year's earnings shortfall. Insperity also formally launched HRScale in partnership with Workday, a move highlighted as a potential long-term driver for growth by leveraging advanced HR solutions. Now, we'll explore how Insperity's new collaboration with Workday could reshape its...

At the recent Citizens Financial Services Conference 2025, Ares Management highlighted its capital-light, fee-driven model and opportunities in areas like asset-based lending and digital infrastructure. The company's emphasis on its diversified private credit portfolios and ability to deploy capital during market volatility reflects a focus on downside protection and appealing to growing investor demand for alternatives. Let's explore how management's commitment to fee-driven growth amid...

FIGS recently opened its latest Community Hub store on New York City’s Upper East Side, offering features like a Color Clinic and Customization Station near major healthcare facilities. This expansion highlights the company’s effort to grow its physical retail presence and create deeper brand connections in key healthcare markets. We’ll explore how FIGS’ move into a prominent New York City location could influence its investment outlook and competitive positioning. These 10 companies...

Option Care Health recently outlined its strategic plans at the Jefferies London Healthcare Conference, responding to a US$60 million to US$70 million anticipated revenue headwind in 2025 from Stelara biosimilar discount adjustments, while raising its full-year outlook and forecasting growth in key financial metrics for 2026. Despite addressing near-term revenue challenges, the company's continued expansion of its advanced practitioner model and commitment to share buybacks signal a focus on...

Wondering if Valero Energy is trading at a bargain or if it has already hit its stride? Let’s break down what’s happening and see if the numbers back up your instincts. Despite a dip of 2.8% over the past week, the stock powered up 8.3% in the last month and has returned an impressive 38.7% since the start of the year. Recent attention has zeroed in on Valero as the company benefitted from favorable fuel margins and continued growth in refining demand. Industry headlines also highlight...

Earlier in November 2025, Old Dominion Freight Line reported maintaining strong operational performance despite a persistent decline in freight volumes, highlighted by a 20% cut in capital spending and continued pricing discipline. The company sustained industry-leading service levels, including 99% on-time performance and a very low cargo claims ratio, signaling resilience even as tonnage fell by 9%. We’ll examine how Old Dominion’s focus on operational efficiency and cost discipline could...

Wondering if Johnson & Johnson’s stock could actually be worth more than what the market is pricing in? You’re not alone. Today we’ll take a friendly but forensic look at how much value is hiding under the surface. The share price has climbed an impressive 4.0% in just the past week and 5.8% over the last month. This hints at renewed optimism in the company’s growth story or perhaps a shift in how investors see its risk profile. Recent headlines have focused on Johnson & Johnson’s strategic...

BankUnited, Inc. announced the appointment of James G. Mackey as chief financial officer effective November 10, 2025, with former CFO Leslie N. Lunak transitioning to an executive advisor role through January 2026. This leadership change brings in new financial oversight at a time when the company is expanding its presence in high-growth markets and diversifying revenue streams. We'll assess how James G. Mackey’s appointment as CFO could influence BankUnited’s financial strategy and...

Oppenheimer recently initiated coverage on NetApp with a 'Perform' rating, introducing a new analyst viewpoint to the company’s profile amid a period of changing evaluations from multiple firms. This coverage highlights how carefully-watched analyst commentary can impact market perspectives and increase institutional focus on NetApp’s future performance. We'll explore how Oppenheimer's new coverage could influence the outlook for NetApp’s growth drivers and competition in the cloud data...

Moderna (MRNA) is taking some bold steps to manage ongoing financial pressures, most recently by securing a $1.5 billion loan and reducing its product development pipeline. Investors are watching how these strategic changes may position the company for long-term stability. See our latest analysis for Moderna. Despite recent headlines around pipeline cuts and new financing, momentum around Moderna’s share price continues to fade. The latest closing price of $22.36 reflects a sharp 18.7%...

CVS Health (CVS) has seen its shares slip slightly over the past week, down around 4%. Investors appear cautious as they weigh recent performance and the stock's potential amid ongoing shifts in the healthcare sector. See our latest analysis for CVS Health. Looking back over the past year, CVS Health’s share price momentum has shifted notably. After a solid run-up year-to-date, recent weeks saw a pullback as investors recalibrate following sector changes and a cooling risk appetite. Still,...

F&G Annuities & Life (FG) has just announced a 14% increase in its quarterly dividend, bumping the payout to $0.25 per share. This move highlights management’s confidence in the company’s financial footing and signals a continued focus on shareholder value. See our latest analysis for F&G Annuities & Life. The recent dividend hike comes after a challenging year for F&G Annuities & Life, with the share price down over 25% year-to-date and the one-year total shareholder return at -33.2%...

Wondering if Ford Motor stock is really a bargain right now? You're not alone, as questions about its true value keep popping up among investors looking for long-term opportunities. Shares have climbed 28.6% year-to-date and 23.4% over the last twelve months. The past week and month have seen slight pullbacks of -6.6% and -1.2% respectively. Recent headlines have spotlighted Ford's ongoing electric vehicle initiatives and partnerships, as well as its bold moves in global markets. These news...

In October 2025, a California Superior Court judge issued a 52-page order rejecting all attempts by Phillips 66 to overturn an US$833 million trade secret misappropriation judgment brought by Propel Fuels Inc., reaffirming the prior verdict and sanctioning Phillips 66 for "reprehensible" conduct surrounding a failed acquisition and use of confidential information. The court's decision allows interest to accrue at a rate of 10% annually, amounting to over US$83 million each year, while...