U.S. Consumer Durables Stock News

Western Digital recently reported strong first-quarter earnings, initiated a buyback of 9.2 million shares for US$702.41 million, and raised its quarterly dividend by 25% to US$0.125 per share, to be paid in December 2025. In addition, the company announced that Brad Feller will become Chief Accounting Officer in mid-November 2025, highlighting ongoing changes to its executive team as it executes on growth plans. We’ll now examine how Western Digital’s robust earnings growth and capital...

Agnico Eagle Mines (NYSE:AEM) just turned in another record-setting quarter, showcasing impressive production and tight cost management. These results, powered by positive exploration and strong project progress, seem to be drawing fresh attention to the stock. See our latest analysis for Agnico Eagle Mines. Momentum has really kicked in for Agnico Eagle Mines, with shares climbing 3.1% on the day and soaring over 111% year-to-date as total shareholder return hits a standout 131% for the past...

Helios Technologies (HLIO) shares have seen some shifts lately, prompting investors to take a fresh look at the company’s valuation. In the past month, the stock price has gained 9%, reflecting renewed interest. See our latest analysis for Helios Technologies. Helios Technologies’ 1-month share price return of 9.2% stands out, especially after a choppy week, and builds on steady year-to-date momentum. Over the longer term, its total shareholder returns have been more modest. This suggests...

F5 recently disclosed that a nation-state threat actor gained unauthorized access to certain internal systems, exfiltrating portions of BIG-IP source code and information about undisclosed vulnerabilities, including details from its product development environment. This incident comes amid expanding security collaborations with CrowdStrike and NVIDIA, underscoring both heightened cybersecurity risks and the company’s increasing role in safeguarding enterprise-critical AI and application...

Wondering if Scholar Rock Holding could be an undervalued opportunity or if the recent excitement is just noise? You're not alone. Let's dig in and see what the numbers are really saying. The stock has been on a bit of a rollercoaster lately, climbing 10.1% over the last week but still down 30.2% year-to-date, while delivering an impressive 240.6% return over the last three years. Recent headlines have focused on Scholar Rock's collaboration updates and clinical progress, both fueling...

EPAM Systems has drawn renewed attention following upbeat third-quarter earnings, an increase in both full-year and Q4 guidance, and a newly announced $1 billion share repurchase program. The company is also focusing on AI-driven offerings and industry partnerships. See our latest analysis for EPAM Systems. After a tough year that saw EPAM Systems’ total shareholder return drop more than 27%, recent upbeat earnings, higher full-year guidance, and a major buyback have reignited momentum in a...

National Fuel Gas (NFG) just released its latest quarterly results, showing higher revenues and a strong return to profitability compared to last year. The company also reaffirmed its 2026 production targets, signaling ongoing confidence in its outlook. See our latest analysis for National Fuel Gas. The upbeat earnings report and reaffirmed production targets appear to have reignited interest in National Fuel Gas, helping the company log a robust year-to-date share price return of nearly 30%...

M/I Homes (MHO) shares have slipped 2% over the past day, as the company continues to navigate ongoing sector headwinds. Investors are weighing recent performance alongside shifting trends in the broader housing market. See our latest analysis for M/I Homes. While M/I Homes’ share price has faced some renewed pressure lately, this comes on the back of a year when housing names broadly cooled off. Despite a recent 1-day loss, what really stands out is the company’s three- and five-year total...

Alkermes (ALKS) shared positive topline data from its Vibrance-2 phase 2 study evaluating alixorexton in narcolepsy type 2. The study showed clinically meaningful improvements and a generally well-tolerated safety profile. See our latest analysis for Alkermes. Alkermes’ positive phase 2 results for alixorexton come after a steady year of pipeline updates and industry presentations, helping drive a 9.2% year-to-date share price return and fueling a sense of renewed momentum. The stock’s 7.4%...

LifeStance Health Group (LFST) just posted third-quarter results showing higher sales and a return to profitability. The company maintained its full-year outlook and slightly increased its margin expectations, drawing attention from investors. See our latest analysis for LifeStance Health Group. LifeStance Health Group’s upbeat quarter and stronger guidance appear to have injected some fresh momentum, with a sharp 33.9% 7-day share price return and a 26% gain over the past month. Despite this...

Albany International reported third-quarter 2025 results showing sales falling to US$261.43 million and posting a net loss of US$97.76 million, a reversal from a net profit a year prior, and withdrew its full-year guidance amid an ongoing strategic review of its Structures business. This report follows a substantial share repurchase initiative, with over 2.32 million shares, about 7.7% of outstanding shares, bought back under the program announced earlier in the year. We'll examine how the...

Polestar Automotive Holding UK (NasdaqGM:PSNY) is expanding its presence in Finland, thanks to a new full-service store opening in Kuopio through a broader partnership with Wetteri. This move gives Polestar additional reach in both sales and aftersales services across the region. It is a notable step as the company continues building its network in Europe. See our latest analysis for Polestar Automotive Holding UK. This store opening comes shortly after Polestar received a Nasdaq notice over...

In recent trading sessions, Blue Bird drew heightened investor focus ahead of its upcoming earnings disclosure, as market participants anticipated better earnings per share and revenue growth. An interesting aspect is the close scrutiny of analyst forecast revisions, which often highlight new business trends investors are watching closely. We'll now look at how the increased anticipation around Blue Bird’s forthcoming earnings report and analyst forecast updates could influence its broader...

Mach Natural Resources LP recently reported a third-quarter net loss of US$35.65 million, driven by a US$90.43 million impairment of oil and gas properties, despite a rise in quarterly revenue to US$272.56 million and average net production of 94,000 Mboe/d. This set of results coincided with the company confirming a quarterly distribution of US$0.27 per unit and highlighting capital efficiency through reduced 2026 drilling expenditures while maintaining production guidance amid successful...

Selective Insurance Group (SIGI) shares have caught some attention lately as investors digest recent performance data and shifts in broader insurance sector sentiment. In this context, the stock’s movement has sparked curiosity among those tracking its valuation trends. See our latest analysis for Selective Insurance Group. After a steady period in the insurance sector, Selective Insurance Group’s share price has recently shifted gears, recouping some ground with a 2.7% rise in the past week...

Coherent (COHR) just posted impressive quarterly numbers with strong year-over-year gains in both sales and net income. The stock is also seeing interest after management issued an upbeat revenue outlook for next quarter. See our latest analysis for Coherent. After a stretch of product launches, upbeat guidance, and meaningful M&A activity, Coherent’s momentum has really caught investor attention. The stock’s one-month share price return stands at an impressive 36.1%, and its total...

Piper Sandler Companies recently announced third quarter 2025 results, posting revenue of US$480.09 million and net income of US$60.27 million, both up substantially from the same period last year, along with a quarterly dividend affirmation and an update on its share repurchase program. The company’s sharp growth in earnings per share highlights an acceleration in profitability, despite not executing any new share repurchases during the quarter. Given the strong earnings improvement, we’ll...

Curious whether Sezzle stock is a hidden value or overpriced in today’s market? You’re not alone, and we’re about to dig deep into what really drives its valuation. After a strong start to the year, with shares up 26.0% YTD, Sezzle has seen a sharp pullback recently, dropping 13.5% over the past week and 25.6% for the month. Recent headlines have zeroed in on changes in consumer finance trends and the broader shifts in the “buy now, pay later” space, putting Sezzle front and center in...

TransDigm Group recently reported its fourth quarter and full-year 2025 results, posting increases in sales and net income, and provided guidance for fiscal 2026 revenue between US$9.75 billion and US$9.95 billion. The company returned a very large amount of capital to shareholders through a special dividend and share repurchases, while also funding acquisitions as part of its capital deployment strategy. In light of TransDigm's updated earnings guidance and strong capital returns, we will...

H2O America recently reported higher third-quarter sales and net income compared to the prior year, and increased its annualized dividend. The company’s commitment to investing in technology and efficiency improvements stands out as an important measure to support operational performance despite industry challenges. To assess how these developments may influence H2O America’s broader investment case, we’ll explore how stronger earnings and a dividend boost affect its long-term outlook. These...

If you’re wondering whether Eli Lilly is a good buy at its current price, you’re not alone; everyone wants to know if there’s still value left after such a run-up. Recently, shares have taken off, climbing 9.9% in the past week, 24.2% over the past month, and boasting an impressive 30.8% gain year-to-date. Driving this positive momentum, investors have been reacting to Eli Lilly’s regulatory wins and strong demand for its new obesity and diabetes treatments, which have dominated medical...

Array Technologies (ARRY) delivered a strong earnings report for the third quarter, posting a large jump in both revenue and net income compared to last year. This turnaround in financial results caught the attention of analysts and investors alike. See our latest analysis for Array Technologies. The strong quarterly report and guidance upgrade for Array Technologies triggered a wave of analyst upgrades and positive market sentiment, sending the share price up sharply in recent weeks. While...

On November 4, 2025, Spyre Therapeutics announced positive interim Phase 1 results for SPY003, its investigational antibody targeting the p19 subunit of IL-23 for inflammatory bowel disease, alongside third quarter earnings showing a net loss of US$11.18 million, down from US$69.03 million the prior year. The company’s update outlined SPY003’s safety and prolonged pharmacokinetics, highlighting plans for advancement into Phase 2 studies and its ambition to set a new standard of care for...

In recent days, Texas Instruments reported third-quarter results showing revenue growth across all major end markets but offered a cautious outlook reflecting slower demand recovery, ongoing inventory correction, and potential tariff impacts. This mixed messaging, resilient operational performance amid analyst downgrades and uncertainty, highlights ongoing tensions between near-term headwinds and the company's longer-term competitive strengths. We’ll explore how Texas Instruments’ cautious...