U.S. Consumer Durables Stock News

Herbalife (HLF) is back in the spotlight after investors reacted to another weak update on sales volumes and earnings per share, which pushed the stock lower as the market refocused on the company’s underlying growth problem. See our latest analysis for Herbalife. Despite the latest pullback on weak volumes and EPS, Herbalife’s share price has climbed to $12.57 and delivered a strong year to date share price return. However, the five year total shareholder return remains deeply negative,...

In December 2025, Ligand Pharmaceuticals issued 2026 guidance calling for total revenue of US$245 million to US$285 million, including US$200 million to US$225 million in royalty revenue, US$35 million to US$40 million in Captisol sales, and US$10 million to US$20 million in contract revenue. The company also raised its 5‑year royalty receipt outlook, highlighting products such as Filspari, Ohtuvayre, and Zelsuvmi and outlining plans to deploy up to US$1.00 billion in capital to support...

Agios Pharmaceuticals (AGIO) is back in focus after the FDA missed its December 7 decision date on the mitapivat thalassemia sNDA, leaving the filing under active review and investors recalibrating timing expectations. See our latest analysis for Agios Pharmaceuticals. The missed PDUFA date seems to have cooled near term enthusiasm, with a roughly 35 percent 1 month share price return decline and a 1 year total shareholder return of about negative 38 percent. This signals fading momentum...

Hello Group (MOMO) just posted softer third quarter numbers, with both revenue and net income slipping year over year. That earnings dip is likely what nudged the stock and investor sentiment today. See our latest analysis for Hello Group. At a share price of $6.98, Hello Group’s 1 year total shareholder return of around negative 5 percent and weaker 90 day share price return suggest momentum has been fading as investors reassess the earnings outlook. If this earnings wobble has you...

If you are wondering whether Goldman Sachs Group is still worth considering after its huge run, or if you would just be paying up for past success, this article will walk through what the numbers are really saying about its valuation. Goldman Sachs shares recently closed at $876.58, after climbing 4.8% over the last week, 10.0% over the last month, and 52.5% year to date, adding to 50.9% over the past year and 304.9% over five years, which has clearly reset investor expectations. Behind...

NiSource (NI) has been quietly grinding higher this year, and its recent pullback after a strong run has some investors asking whether this regulated utility is offering a reasonable entry point. See our latest analysis for NiSource. At around $41.44, NiSource’s recent pullback follows a strong year to date share price return, with the 1 year total shareholder return near 16 percent and the 5 year total shareholder return comfortably more than doubling investors’ money. This suggests that...

ONE Gas (OGS) has been quietly slipping over the past week and month, even though its year to date and 1 year returns are still comfortably positive. That disconnect is worth unpacking. See our latest analysis for ONE Gas. With the share price now around $77.64, the recent 7 day and 30 day share price declines sit in sharp contrast to a double digit year to date share price return and solid 1 year total shareholder return. This suggests momentum has cooled, but the longer term trend remains...

Earlier this month, Corpay, Inc. confirmed that Mastercard has completed a US$300 million minority investment in Corpay’s cross-border business and signed a new commercial partnership to offer Corpay’s services to Mastercard’s financial institution clients, while Corpay is also broadening its use of Mastercard Move for real-time payments in more countries. This deepened relationship with Mastercard could meaningfully expand Corpay’s distribution reach in cross-border payments at a time when...

Radware (RDWR) is stepping deeper into AI security, launching its LLM Firewall to shield generative AI workflows from prompt attacks and data leaks, while extending its cloud protection footprint in Japan through Hitachi Solutions. See our latest analysis for Radware. Those AI focused launches come as Radware’s $24.12 share price has delivered an 8.11% year to date share price return and a 2.38% one year total shareholder return, suggesting improving sentiment but not yet runaway momentum. If...

In early December 2025, Amneal Pharmaceuticals announced that the FDA had approved its epinephrine injection USP and multiple new complex generics, including cyclosporine ophthalmic emulsion, albuterol sulfate inhalation aerosol, and an extended-release Parkinson’s therapy, CREXONT. This cluster of approvals opens access to U.S. markets worth billions of dollars in aggregate annual branded sales, potentially reshaping Amneal’s product mix toward higher-value sterile injectables, respiratory,...

Hamilton Insurance Group recently reported a very large year-on-year revenue increase in its third quarter, beating analyst expectations for both earnings and revenue while benefiting from improved combined ratios amid unusually low catastrophe losses. Beyond headline growth, the company’s hedge fund investment performance and ongoing share buybacks appear to be reinforcing its capital position and earnings power, supporting confidence in its specialty insurance and reinsurance...

New Oriental Education & Technology Group Inc. was recently removed from the Hang Seng China Enterprises Index, reflecting a reshuffle in one of Hong Kong’s key benchmarks for mainland-linked companies. This index removal can influence institutional fund flows and sentiment, as some investors track or benchmark against the Hang Seng China Enterprises Index when allocating capital. We’ll now explore how New Oriental’s removal from the Hang Seng China Enterprises Index could influence its...

BETA Technologies (BETA) shares climbed about 2% today, extending a roughly 9% gain over the past week, as investors weigh rapid revenue growth against ongoing losses and a weaker year-to-date performance. See our latest analysis for BETA Technologies. Despite the latest close at $31.02 and a solid 7 day share price return of 9.34%, the year to date share price return of negative 13.83% shows that, for now, this bounce looks more like early rebuilding of momentum than a full trend...

Assured Guaranty, a provider of credit protection for municipal, infrastructure and structured finance obligations, has seen net premiums earned fall by about 3.6% annually over the past five years, with demand weakness expected to persist over the next 12 months. This prolonged slide in premium revenues suggests that, even as the company maintains its presence in public finance and infrastructure markets, it is contending with a tougher sales cycle for its insurance products. We’ll now...

AerCap Holdings (NYSE:AER) just expanded its Central Asia footprint, signing lease deals for two Airbus A321neo aircraft with Uzbekistan based cargo and passenger operator My Freighter, with deliveries slated for late 2027. See our latest analysis for AerCap Holdings. That Central Asia push lands on top of a fresh billion dollar buyback authorization and new 777 300ERSF deliveries, and investors seem to like the direction, with strong recent share price momentum and robust multi year total...

Night Watch Investment Management previously exited its position in Tidewater Inc. after an unexpected pause in offshore energy infrastructure spending that began in 2024 and is now expected to persist until at least 2027. The decision, driven by sector-wide spending trends rather than company-specific issues, highlights how institutional sentiment around offshore project timing can influence perceptions of Tidewater’s long-term prospects. Next, we’ll examine how Night Watch’s exit, tied to...

Meros Investment Management’s new stake in Azenta (AZTA), worth about 4.6 million dollars and 2% of its U.S. equity book, has put fresh attention on the company after its latest year end results. See our latest analysis for Azenta. The Meros stake and Azenta’s margin progress seem to be turning sentiment, with a roughly 18% 1 month share price return to 35.60 dollars, standing in contrast to a weaker 1 year total shareholder return. This suggests momentum is tentatively rebuilding from a low...

TMC the metals company Inc. previously announced that its Chief Financial Officer, Craig Shesky, will present at the “Metals & Mining: The Race to Onshore Critical Minerals” Virtual Investor Conference on December 10, 2025. The event spotlights how a pre-revenue deep-sea miner, still awaiting commercial permits, is positioning its seabed polymetallic nodules as a potential source of critical battery metals. We’ll now examine how this focus on deep-sea polymetallic nodules shapes The Metals...

Progress Software (PRGS) just put its no code Agentic RAG platform on AWS Marketplace and paired that with a smooth ShareFile integration, a combo that quietly reshapes its AI story and recurring revenue profile. See our latest analysis for Progress Software. Even with this expansion of its AI and SaaS footprint, Progress Software’s latest share price around $44.33 comes after a year-to-date share price return of negative 31.49 percent and a one year total shareholder return of negative 35.99...

Avery Dennison recently reported that its organic revenue growth has averaged 2.5% year-on-year over the past two years, alongside a 2.5 percentage point drop in free cash flow margin and a 4.9 percentage point annual decline in return on invested capital, pointing to rising capital intensity and profitability pressure. Taken together, the slower organic sales, weaker cash generation, and shrinking returns suggest Avery Dennison may need to rethink its growth approach, potentially leaning...

TAL Education Group recently reported quarterly results that exceeded market expectations and highlighted momentum in its shift toward non-academic tutoring and intelligent learning solutions. This stronger-than-expected performance, alongside a supportive analyst upgrade, suggests the company’s transformation toward technology-enabled education services is gaining meaningful traction with investors. Next, we’ll examine how the earnings beat, especially in intelligent learning solutions,...

ITT (ITT) shares have cooled off over the past month after a strong year to date, slipping about 11% even as longer term returns remain solid. That gap has some investors rechecking the story. See our latest analysis for ITT. The recent pullback sits against a backdrop of a strong year to date share price return and a standout multi year total shareholder return, suggesting momentum is cooling slightly rather than breaking the longer term uptrend. If ITT’s move has you reassessing the...

Acadian Asset Management (AAMI) just overhauled its balance sheet, redeeming all $275 million of its 4.8% senior notes due 2026 using a new $200 million term loan and existing cash. See our latest analysis for Acadian Asset Management. That balance sheet clean up lands against a backdrop of strong momentum, with an 80.1% year to date share price return and a 137.0% three year total shareholder return suggesting investors see improving growth and risk dynamics. If this kind of capital...

Clear Channel Outdoor's Airports Division announced it had been selected, after a competitive bidding process, to build an eight-year, digitally driven media and sponsorship network at Hollywood Burbank Airport’s new 355,000-square-foot terminal, currently under construction and slated to replace the existing facility. This win expands Clear Channel Outdoor’s presence across the Los Angeles area, creating an integrated “air and ground” footprint that can connect advertisers with high-value...