U.S. Consumer Durables Stock News

Southwest Airlines (LUV) just cut its 2025 profit outlook after the extended U.S. government shutdown dented travel demand and pushed fuel expenses higher, even as management says bookings have already bounced back to pre shutdown expectations. See our latest analysis for Southwest Airlines. The market seems to be looking past the shutdown hit, with Southwest’s 30 day share price return of 16.8 percent and year to date share price return of 14.3 percent hinting at improving sentiment, despite...

InterDigital (IDCC) just scored a legal win that could reshape its streaming royalty stream, with courts in Germany and Brazil siding with its patents and new cases now targeting Amazon’s video technology. See our latest analysis for InterDigital. Those court wins seem to be feeding into sentiment, with InterDigital’s 1 week share price return of 6.22% and 90 day share price return of 11.76% supporting an already powerful year to date share price return of 85.17%, alongside an 88.79% 1 year...

Corsair Gaming recently appeared at Barclays’ 23rd Annual Global Technology Conference at The Palace Hotel in San Francisco, with CEO Thi L. La and CFO Gordon Mattingly presenting the company’s latest thinking to investors. This conference slot puts Corsair’s leadership in front of a broad institutional audience, where any commentary on product roadmap, margins, or capital allocation could influence how investors view the business over the coming quarters. We’ll now examine how investor...

In early December 2025, Accenture and Anthropic announced an expanded partnership, creating the Accenture Anthropic Business Group to train around 30,000 professionals and help enterprises move from AI pilots to full-scale deployment, including in regulated sectors such as financial services, life sciences, healthcare and the public sector. This move signals Accenture’s intent to embed Anthropic’s Claude platform deeply into its consulting and delivery engine, positioning AI-enabled...

In recent days, Option Care Health drew fresh attention after several major Wall Street firms reiterated positive views on the business and its long-term outlook, following management’s reaffirmation of growth objectives for revenue and earnings despite potential competitive pressures. This wave of supportive analyst commentary underscores how confidence in Option Care Health’s at-home and alternate site infusion model remains intact even as the therapy landscape evolves. Next, we’ll explore...

Trex Company (TREX) has been on a rough stretch lately, with the stock down sharply this year even as revenue edges higher. That disconnect between a pressured share price and modest growth is what investors are trying to unpack now. See our latest analysis for Trex Company. At around $34.10, Trex’s share price has staged a modest 1 month rebound. However, the steep 90 day share price return of around negative 45 percent and 1 year total shareholder return of roughly negative 57 percent show...

Xenia Hotels & Resorts (XHR) has quietly drifted lower this year, leaving the stock down about 11% over the past year, even as revenue is still inching higher and the portfolio remains focused on premium markets. See our latest analysis for Xenia Hotels & Resorts. That drift has left Xenia with a roughly 11% one year total shareholder return decline, even though its 1 day share price return of 1.85% hints that bearish momentum may be starting to cool rather than accelerate. If Xenia’s muted...

Public Storage (PSA) has slid roughly 10% over the past 3 months, even as revenue and net income continue to grow. That disconnect is what has investors rethinking where this REIT fits in their portfolios. See our latest analysis for Public Storage. Zooming out, that 90 day share price return of negative 10.24 percent sits within a weaker year to date share price performance. Even so, the five year total shareholder return of 43.62 percent still shows that long term holders have been rewarded...

If you are wondering whether Take-Two Interactive Software is still a smart buy at today’s price, you are not alone, and that is exactly what we are going to unpack together. The stock has climbed 1.5% in the last week, 6.3% over the past month, and is up 35.9% year to date, adding to a 30.6% gain over the last year and 137.3% over three years. Much of this strength reflects growing optimism around Take-Two’s blockbuster franchise pipeline and the long term potential of its live service and...

Korn Ferry (KFY) just posted Q2 2026 results with revenue of $721.7 million and basic EPS of $1.40, setting the tone for another data heavy earnings season for the professional services firm. The company has seen revenue move from $674.4 million in Q2 2025 to $721.7 million in Q2 2026, while EPS has stepped up from $1.16 to $1.40 over the same period, underscoring steady profit generation. With trailing 12 month net margin nudging higher and earnings power building, investors are likely to...

JPMorgan Chase (JPM) has quietly slipped about 5% over the past month, even as its longer term returns remain strong. This creates a useful moment to reassess what investors are really paying for today. See our latest analysis for JPMorgan Chase. That recent pullback, including a sharp 1 day share price return of minus 4.66% to about $300.51, sits against a resilient backdrop of roughly 25% year to date share price gains and a powerful multi year total shareholder return. This suggests...

If you are wondering whether Huntington Ingalls Industries at around $315 a share is still good value after its run up, or if you are late to the party, this breakdown is for you. The stock has climbed 67.9% year to date and 68.3% over the last 12 months, even after a 1.2% pullback over the past month and a 1.8% gain in the last week. Recent headlines have focused on Huntington Ingalls’ strategic wins in naval shipbuilding and defense modernization, underscoring its role as a key long term...

Owens Corning recently announced a 15% increase in its quarterly cash dividend to US$0.79 per share, payable on January 21, 2026, alongside elevating long-time technology leader Annie Baymiller to Executive Vice President, Chief Information Officer. The combination of a higher dividend and a strengthened technology leadership role signals management’s emphasis on shareholder returns while deepening its push into digital capabilities and operational efficiency. Next, we’ll examine how the...

Helios Technologies (HLIO) has slipped about 5% over the past 3 months even as revenue and net income continue to grow, creating an interesting setup for investors watching valuation and long term execution. See our latest analysis for Helios Technologies. The recent 5% slide over three months sits against a much stronger year to date, with a roughly 20% share price return suggesting momentum has cooled but not reversed as investors reassess execution risks against improving fundamentals. If...

If you have been wondering whether BioMarin Pharmaceutical is starting to look like a bargain or still a value trap, you are not alone. This article will walk through the key numbers that matter. The stock has slipped 1.0% over the last week, is up a modest 2.0% over 30 days, but is still down 19.2% year to date and 18.5% over the last year, with longer-term 3 year and 5 year returns of minus 50.4% and 39.8%. These figures have left many investors questioning what the market is really...

In early December 2025, Google Cloud and NextEra Energy expanded their long-running collaboration to jointly develop multiple gigawatt-scale US data center campuses, pair them with dedicated generation and capacity, and deploy Google’s AI tools across NextEra’s operations, with a first commercial AI-enhanced grid product targeted for the Google Cloud Marketplace by mid-2026. This deepened partnership positions NextEra at the center of powering AI-driven data center growth while potentially...

Berenberg’s fresh Buy rating on Interparfums (IPAR) has turned a few heads, not because everything is going smoothly, but because the bank sees opportunity in the middle of current headwinds. See our latest analysis for Interparfums. The new Buy call comes after a rough stretch, with the latest share price at $81.8 and a year to date share price return of minus 36.44 percent. However, the five year total shareholder return of 55.85 percent suggests the long term story is still intact, even if...

Red Cat Holdings has implemented executive leadership changes, promoting CFO Christian Ericson to Chief Operating Officer and appointing Christian Morrison as the new Chief Financial Officer, both reporting to CEO Thompson. The pairing of an internally promoted operations leader with an externally recruited capital-markets specialist suggests a deliberate effort to tighten execution and strengthen financial discipline as the company pursues growth. We’ll now examine how this refreshed...

Twilio (TWLO) is back in focus after management headed to the UBS Global Technology and AI Conference, just as investors are digesting slower billings growth and persistently thinner margins than many software peers. See our latest analysis for Twilio. Despite management doing the rounds at events like the UBS Global Technology and AI Conference, the share price has quietly rebuilt some momentum, with a roughly mid teens year to date share price return and a far stronger three year total...

BigBear.ai recently opened its first Middle East office at the World Trade Center Abu Dhabi, deepening its investment in the region and building on partnerships with local firms Vigilix and Easy Lease. At the same time, shareholders approved a large increase in authorized common shares and tighter bylaw rules on proxy contests, reshaping how the company can raise capital and manage future shareholder influence. We’ll now examine how the Middle East expansion and fresh capital flexibility...

If you are wondering whether FIGS is still a smart buy after its big recovery, you are not alone. This stock has attracted a lot of attention from investors trying to work out if the current price reflects its true value. Over the past week FIGS is up 2.8%. It has climbed 31.5% over the last month, 97.1% year to date, and 86.1% over the last year, a huge swing that can signal both rising optimism and a shift in how the market views its risk and growth profile. That surge has come as...

On December 5, 2025, Progressive’s board declared an annual common share dividend of US$13.50 per share and a quarterly dividend of US$0.10 per share, both payable on January 8, 2026, to shareholders of record as of January 2, 2026. Progressive also expanded its relationship with fintech Best Egg, bringing personal loan offerings into its ecosystem at a time when the insurer has recently reported very large gains in earnings per share, net premiums earned, and book value per share. We’ll now...

Ooma (OOMA) just posted Q3 2026 results with revenue of about $67.6 million and basic EPS of roughly $0.05, alongside net income excluding extra items of around $1.4 million, giving investors a fresh read on how the turnaround is holding up. The company has seen revenue move from about $65.1 million in Q3 2025 to $67.6 million in Q3 2026, while basic EPS shifted from approximately -$0.09 to $0.05 over the same window. This signals a cleaner earnings profile that puts the focus squarely on how...

If you have ever wondered whether Northrop Grumman is still good value after its long run, you are not alone. This stock tends to attract patient investors who care about quality and price. The share price sits around $550.63, roughly flat over the last week at -0.5% and down -2.2% over the past month. It is still up 17.7% year to date and 98.0% over five years, which keeps the question of future upside very much alive. Recent headlines have centered on Northrop Grumman's key role in next...