U.S. Consumer Durables Stock News

LGI Homes (LGIH) just reported November closings of 398 homes and confirmed it is selling across 140 active communities, giving investors a fresh read on its sales pace in a choppy housing market. See our latest analysis for LGI Homes. Even with November’s steady closings update, sentiment around LGI Homes is still cautious, reflected in a roughly 42 percent year to date share price decline and a five year total shareholder return of about minus 53 percent. This suggests longer term momentum...

Affirm Holdings (AFRM) is riding a holiday tailwind, with total buy now, pay later transactions up 52% year over year and a fresh Pacsun partnership sharpening its pitch to budget conscious shoppers. See our latest analysis for Affirm Holdings. That holiday surge in buy now, pay later volume and the Pacsun deal are landing against a choppier tape. A 30 day share price return of 7.65 percent and a much stronger three year total shareholder return of 499.56 percent suggest longer term momentum...

In recent days, IES Holdings reported strong fourth-quarter and full-year 2025 results, highlighting revenue and net income growth supported by robust data center demand, while EC Gendell Jeffrey L Et Al sold 100,000 shares of the company’s stock. IES Holdings also agreed to acquire Gulf Island Fabrication, Inc., a move that aims to expand its fabrication capabilities and align with growing U.S. infrastructure needs. With this acquisition plan underscoring IES Holdings’ push into enhanced...

Adient (ADNT) just posted a softer fourth quarter, with adjusted earnings per share coming in below expectations and down from last year, and management now guiding for lower revenue and profitability in fiscal 2026. See our latest analysis for Adient. The market reaction has been pretty clear, with a 1 day share price return of minus 2.37 percent and a 90 day share price return of minus 24.5 percent. However, the year to date share price return is still positive and longer term total...

Electronic Arts (EA) keeps grinding higher, with shares up about 1% over the past week and more than 20% in the past 3 months, as investors lean into its steady gaming cash flows. See our latest analysis for Electronic Arts. Zooming out, that recent climb sits on top of a strong year to date, with the share price at $203.92 and momentum building after a powerful multi month share price return and solid multi year total shareholder returns. If EA’s steady gains have you thinking about where...

Mid-America Apartment Communities (MAA) has quietly lagged the broader market this year, with the stock down about 14% year to date, even as revenue still edges higher in a tougher rate backdrop. See our latest analysis for Mid-America Apartment Communities. That softer 1 year to date share price return of around negative mid teens sits alongside a modest 1 month share price rebound and a still positive 5 year total shareholder return. This suggests momentum has cooled even as the long term...

WesBanco (WSBC) just gave investors a clearer signal on capital priorities, lifting its quarterly dividend by 3% and outlining a full redemption of its Series A preferred shares, funded with newer Series B preferred. See our latest analysis for WesBanco. That message seems to be resonating slowly in the market, with a 1 month share price return of 5.8% taking WesBanco to $32.68, even as the 1 year total shareholder return remains slightly negative and long term gains stay respectable. Recent...

A large insider sale has just put ACM Research (ACMR) back on investors radar, after major shareholder Wang David H disclosed selling 130,000 shares worth about 4.36 million in early December. See our latest analysis for ACM Research. That sale lands against a backdrop of strong momentum, with ACM Research posting a 30.1 percent 3 month share price return and an impressive 135.7 percent 1 year total shareholder return. This suggests investors are still leaning into its growth story despite...

Hormel Foods recently reported fiscal 2025 results showing net sales of US$12.11 billion with net income of US$478.2 million, and issued fiscal 2026 guidance calling for US$12.2 billion–US$12.5 billion in net sales, GAAP EPS of US$1.29–US$1.39, and operating income of US$0.96 billion–US$1.03 billion. The company paired this outlook with a 1% dividend increase, marking its 60th straight annual raise, underscoring management’s confidence despite a pressured consumer backdrop and ongoing cost...

Viking Therapeutics (VKTX) is back in the spotlight after finishing patient enrollment for its Phase 3 VANQUISH-1 trial of obesity drug candidate VK2735 ahead of schedule, a pace that points to strong underlying demand. See our latest analysis for Viking Therapeutics. The stock has been choppy this year, with a negative year to date share price return despite a powerful 90 day share price return of 51.3 percent. However, the three year total shareholder return of 947.6 percent shows momentum...

Caesars Entertainment (CZR) just expanded its sports betting footprint into Missouri, rolling out the Caesars Sportsbook app statewide alongside new retail books. This gives investors another data point on the company’s digital growth story. See our latest analysis for Caesars Entertainment. The Missouri launch lands at an interesting moment for Caesars, with a 30 day share price return of 17.26 percent helping to offset a weaker year to date share price return of negative 28.69 percent and a...

In late 2025, VEON subsidiary Kyivstar and Ukraine’s WINWIN AI Center selected Google’s Gemma model on Vertex AI to build a national Ukrainian large language model that keeps sensitive data processed within Ukraine for sectors such as government, healthcare, and financial services. This move, alongside Kyivstar’s Nasdaq listing and VEON’s broader AI alliances, underscores how the group is tying local language AI development to digital transformation and data sovereignty across its core...

DiamondRock Hospitality (DRH) just checked two big boxes for income focused investors, laying out a higher regular dividend for 2026, plus a stub payout, alongside fresh inclusion in the NASDAQ Composite Index. See our latest analysis for DiamondRock Hospitality. At a share price of $8.75, DiamondRock’s recent news is landing after a modest 90 day share price return of 3.43%, while its 1 year total shareholder return of negative 3.40% suggests momentum is only starting to rebuild after a...

Intel (INTC) is back in the spotlight after a flurry of reports suggested it could start manufacturing Apple’s M series chips by 2027, a potential validation moment for its foundry turnaround. See our latest analysis for Intel. The speculation around Apple has landed on top of an already powerful move, with Intel’s share price climbing to about $41.41 and delivering a roughly 105% year to date share price return alongside a near 98% one year total shareholder return. This signals strong...

Aftermath Silver (OTCPK:AAGF.F) just updated the Mineral Resource Estimate at its Berenguela project in southern Peru, confirming a meaningful increase in silver, copper, and manganese resources that lowers geological risk and supports development plans. See our latest analysis for Aftermath Silver. The resource upgrade and early completion of payments for full Berenguela ownership have clearly caught the market’s eye. Aftermath’s share price has returned 25.78% over the past month and a...

Recently, Moody's upgraded Kimco Realty to an A3 credit rating with a stable outlook, highlighting its high-quality, predominantly grocery-anchored portfolio, strong occupancy, and prudent balance sheet, while the company also raised guidance and increased its dividend on the back of solid operating results. This combination of a stronger credit profile and a higher dividend underscores Kimco's emphasis on balance sheet strength and income-focused returns, supported by diversified tenants...

WillScot Holdings (WSC) heads into the upcoming Bank of America Leveraged Finance Conference with investors focused on its recent FY25 guidance cut, softer core volumes, and an evolving shift toward larger enterprise and non construction customers. See our latest analysis for WillScot Holdings. That guidance reset has come against a tough backdrop, with the share price down 38 percent year to date and the 1 year total shareholder return off nearly 47 percent. At the same time, a 13 percent 1...

In recent days, Antero Resources has experienced a sharp increase in options market activity, highlighting growing investor interest in its natural gas and NGLs business. This options surge suggests traders are actively positioning around potential volatility or company-specific developments, adding a fresh layer of complexity to how the stock is being viewed. Next, we’ll examine how this heightened options positioning could influence Antero Resources’ investment narrative built around...

The sharp sell off in American Bitcoin, where newly unlocked shares hit the market at once, has rattled sentiment around Hut 8 (HUT) as well and raised questions about how tightly their fortunes are linked. See our latest analysis for Hut 8. Zooming out from the American Bitcoin shock, Hut 8’s share price has cooled in the very short term, with a 7 day share price return of minus 5.71 percent and 30 day share price return of minus 4.84 percent. However, the 90 day share price return of 66.52...

Par Pacific Holdings (PARR) has been on a strong run lately, with the stock up sharply over the past year even as revenue and net income growth have cooled. That disconnect is worth unpacking. See our latest analysis for Par Pacific Holdings. The 161.8% year to date share price return and 171.9% one year total shareholder return suggest investors have rapidly repriced Par Pacific for stronger mid cycle earnings power, even as the latest pullback hints that momentum may be cooling in the near...

In the past month, Innodata reported third-quarter revenue growth of 20%, secured US$42.0 million in new contracts, launched a Federal Practice targeting U.S. government work, and reiterated guidance for at least 45% full-year organic revenue growth despite signaling slower momentum in the fourth quarter. This mix of strong full-year ambitions alongside a near-term growth slowdown highlights the tension between enthusiasm for Innodata’s AI opportunities and concerns about how durable that...

In the third quarter of fiscal 2026, Semtech reported net sales of US$267.0 million, reduced its net loss to US$2.9 million, and completed a long-running US$675.19 million share repurchase program that retired 19,043,495 shares since 2008. The company also issued fourth-quarter guidance calling for net sales of US$273 million, plus or minus US$5 million, signaling continued momentum in its data center and LoRa portfolios despite lingering margin pressure. We’ll now examine how Semtech’s...

PayPal (PYPL) just reminded investors that its core branded checkout growth is slowing, even as it doubles down on AI powered commerce, fresh client integrations, share buybacks, and its first ever dividend to help steady sentiment. See our latest analysis for PayPal Holdings. Those mixed signals are showing up in the chart too, with the stock sitting at $62.28 after a weak year to date share price return and a deeply negative five year total shareholder return. This suggests near term...

Installed Building Products (IBP) just checked several key boxes for investors, with a Zacks Rank upgrade to Strong Buy arriving alongside record Q3 revenue, higher net income, and momentum from its heavy commercial business and acquisitions. See our latest analysis for Installed Building Products. The Zacks Rank upgrade and record Q3 results come after a powerful year to date, with a roughly 55 percent year to date share price return and a three year total shareholder return above 220...