U.S. Consumer Durables Stock News

W. R. Berkley (WRB) shares edged slightly higher today, continuing a month of relatively steady moves for the insurance company. Investors have recently been weighing its gradual revenue growth in relation to broader trends impacting the insurance sector. See our latest analysis for W. R. Berkley. After a solid run so far this year, with a 29.2% year-to-date share price return, W. R. Berkley is showing momentum as investors respond to stable growth and sector-wide optimism. The stock's...

PepsiCo, together with Bioversity International and CIAT, recently rolled out a major update to its Climate Resilience Platform, expanding support for more crops and geographies and onboarding new partners like Olam Agri and Bonsucro. This development not only enhances actionable climate risk insights for agricultural stakeholders but signals a broader industry shift towards open-access collaboration in building resilient, regenerative supply chains. We'll explore how PepsiCo's expanded...

EQT (EQT) just released strong third-quarter results, outpacing market expectations with higher sales volumes and a sharp jump in adjusted earnings. The company also pointed to growing demand for gas and outlined its future expansion plans. See our latest analysis for EQT. Momentum has clearly picked up for EQT, with the company’s share price climbing 22.4% year to date and total shareholder return hitting an impressive 42.3% over the past 12 months. Recent jumps likely reflect strong...

CAVA Group, Inc. recently reported third-quarter 2025 results, showing US$292.24 million in revenue (up 20% year-over-year), but a decline in net income to US$14.75 million compared to the same period last year, as operating margins faced pressure from rising food and labor expenses. Despite an aggressive expansion pace and 17 new restaurants opened in the quarter, management lowered full-year guidance for same-restaurant sales growth and profit margins, emphasizing operational challenges...

Prelude Therapeutics (PRLD) is shaking up its strategy with news of a major exclusive option agreement with Incyte and a renewed focus on its KAT6A breast cancer program. The company is also pausing the SMARCA2 clinical effort. See our latest analysis for Prelude Therapeutics. Prelude’s string of announcements, including the Incyte partnership, SMARCA2 pause, and executive change, has made for a volatile stretch, with the stock tumbling 25% over the last week alone. Share price momentum...

Vericel Corporation recently reported record third-quarter results, posting US$67.5 million in revenue and net income of US$5.07 million, significantly improving from a net loss in the prior year, while reaffirming full-year 2025 revenue guidance of US$272 million to US$276 million. Progress in MACI franchise growth, including a 25% revenue increase, expanded sales initiatives, and the launch of MACI Arthro instruments contributed to strong operational momentum and ongoing pipeline...

Oracle, in collaboration with OpenAI and NVIDIA, has secured landmark AI infrastructure deals, including a US$300 billion partnership with OpenAI and participation in building the U.S. Department of Energy's largest AI supercomputer, cementing its position in AI-driven cloud computing expansion. These developments have propelled Oracle's contract backlog to record levels and reinforced its critical role as a backbone provider for global AI workloads in both public and private sectors. We'll...

In late October 2025, Verisk Analytics announced a quarterly cash dividend of US$0.45 per share, completed share repurchases under two ongoing buyback programs, and reported third-quarter results with revenue of US$768.3 million and net income of US$225.5 million. Alongside these announcements, the company revised its full-year 2025 revenue guidance downward and cited slower growth due to a softer insurance market environment, signaling a more cautious near-term outlook. We'll now explore...

Earlier this week, President Trump announced a federal investigation into furniture imports that could lead to tariffs at an as-yet-undetermined rate on items brought into the United States. Even though RH has shifted much of its manufacturing away from China to Vietnam and its own US factory, uncertainty remains regarding how the potential tariffs could still affect its supply chain and cost structure. With fresh tariff uncertainties on furniture imports, we'll explore how this development...

Earlier this week, Sonos reported fourth quarter and full-year results, showing US$287.9 million in Q4 sales, up from US$255.38 million the prior year, and full-year revenue of US$1.44 billion, down from US$1.52 billion, with net losses narrowing in Q4 but increasing over the year. Despite continued net losses, Sonos exceeded analyst revenue expectations and marked progress in operational transformation and adjusted profitability, as highlighted by management. We'll examine how the company’s...

If you have ever wondered whether Viatris is a bargain or just another pharmaceutical stock, you are in the right place. Viatris shares have fluctuated lately, with a 1.5% uptick over the last month but still down 18.5% for the year. Investors are clearly reassessing the story here. Recent headlines around Viatris have focused on its ongoing restructuring plans, including divesting some non-core assets and simplifying its operations. This adds more intrigue to why the price has moved the way...

CorMedix (CRMD) shares have experienced modest movement lately, drawing attention from investors curious about its recent performance and longer-term prospects. Over the past month, the stock has pulled back by 5%. In the past 3 months, returns have climbed 4%. See our latest analysis for CorMedix. CorMedix’s year-to-date share price return of nearly 31% stands out, even as momentum has cooled in the last month. Despite a recent dip, the company’s strong three-year total shareholder return of...

Amgen (AMGN) released its third quarter 2025 results this week, reporting double-digit revenue growth and raising its outlook for the rest of the year. The update sent investors a strong message about management’s confidence. See our latest analysis for Amgen. Amgen’s upbeat earnings and guidance have clearly energized its stock, with a 7% gain over the past week and an 8.7% share price return in the last month. Momentum has been building all year as shares are up 23.5% year-to-date. While...

Talen Energy (TLN) has drawn attention after reporting its third-quarter results, showing a jump in revenue and profit that rose above expectations. The company also confirmed its 2026 financial guidance and outlined plans for growth through recent financing and acquisitions. See our latest analysis for Talen Energy. Talen Energy’s third-quarter earnings beat and bold acquisition activity appear to have sparked investor enthusiasm, driving the stock to an 82.2% share price gain year-to-date...

Light & Wonder, Inc. recently announced its third quarter 2025 results, reporting revenue of US$841 million and a net income of US$114 million, alongside continued share repurchases totaling 1,200,000 shares for US$111 million during the quarter. The company’s ongoing buyback program and consistent growth in both revenue and net income signal a focus on shareholder returns and operational efficiency. We'll explore how Light & Wonder’s strong quarterly earnings and active share repurchase...

CF Industries (NYSE:CF) is turning heads after announcing third quarter results that include higher net income and the completion of a $3 billion stock buyback program. A new $2 billion repurchase initiative is already underway. See our latest analysis for CF Industries Holdings. After rolling out strong results and launching its latest share buyback, CF Industries Holdings has seen some volatility. Its 1-month share price return is down nearly 10%, but that comes after a long-term climb of...

National Bank Holdings (NBHC) announced a 3% uptick in its quarterly cash dividend, along with an update that it has completed nearly 1% share repurchase since July. Both moves highlight the company’s focus on shareholder returns. See our latest analysis for National Bank Holdings. After a stretch marked by both a higher quarterly dividend and ongoing share buybacks, National Bank Holdings is aiming to rebuild momentum. The stock’s 1-day and 7-day share price returns have both been positive,...

Rush Enterprises recently reported its third quarter results, showing increased sales to US$93.3 million while revenue and net income declined from the previous year, alongside a declared quarterly dividend and updated share buyback totals. The combination of softer revenue, steady dividend payments, and ongoing share repurchases highlights the company’s approach to balancing shareholder returns during a period of earnings pressure. We will explore how Rush Enterprises’ decision to maintain...

Curious if ADMA Biologics is actually a bargain or just another biotech story catching attention? You’re not the only one watching for signs of value in this dynamic stock. Despite a rocky patch lately, with shares down 6.2% over the last week and 35.8% in the past year, ADMA Biologics still sports massive long-term gains of 656.2% over five years. Recent headlines highlight ongoing interest in the company’s plasma-derived therapies and new product expansion, with news of expanded FDA...

In recent days, General Motors and Samsung SDI halted construction on their US$3.5 billion Indiana battery plant, resulting in layoffs and a pause in hiring as the company shifts its electric vehicle strategy toward profitable gasoline-powered trucks and SUVs. This recalibration signals General Motors’ focus on cost control and its evolving approach to capital allocation as EV market momentum changes. We'll examine how the Indiana battery plant pause and EV strategy shift could reshape...

Earlier this week, PennyMac Financial Services reported third-quarter earnings that exceeded analyst expectations, with higher-than-forecasted earnings per share and revenues, and disclosed that Director Jones Doug sold 4,318 shares of common stock, totaling US$544,456, while exercising options to acquire the same number of shares. The company's strong earnings performance coincided with enhanced operating outlook guidance and upward revisions to analyst forecasts for both earnings and...

Innoviva, Inc. reported third quarter 2025 earnings with revenue rising to US$107.8 million and net income reaching US$89.91 million, alongside the authorization of a new share repurchase program up to US$125 million with no termination date. An interesting dimension is the exceptional year-over-year increase in basic earnings per share from continuing operations, which grew from US$0.02 to US$1.30. We'll examine how the combination of record earnings and a significant buyback program...

UnitedHealth Group (UNH) shares have shown some volatility this month, with prices slipping nearly 12% over the past month. Investors are paying close attention to recent trends and considering what they could mean for the broader healthcare sector. See our latest analysis for UnitedHealth Group. Looking beyond the past month's sharp drop, UnitedHealth Group's year-to-date share price return has been notably weak. Longer-term total shareholder returns have also trailed far behind the market...

Enact Holdings reported its third quarter 2025 earnings, posting revenue of US$311.46 million and net income of US$163.5 million, along with a declared quarterly dividend of US$0.21 per share payable in December. The company also increased its full-year capital return guidance to approximately US$500 million and received credit rating upgrades from Moody’s and A.M. Best, reflecting strengthened financial flexibility and risk management. We’ll examine how this boost in capital return guidance...