U.S. Consumer Finance Stock News

NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Is Costco’s Strong January Sales and Instacart Expansion Altering The Investment Case For Costco Wholesale (COST)?

In early February 2026, Costco Wholesale reported January net sales of US$21.33 billion, up 9.3% year over year, and year-to-date sales of US$123.16 billion, up 8.5%, while also extending its Instacart-powered same-day delivery service to members in France and Spain. These results highlight how Costco’s membership model and expanding international partnerships are reinforcing its ability to grow scale while maintaining its low-price promise. With this combination of strong quarterly...
NasdaqGM:PAHC
NasdaqGM:PAHCPharmaceuticals

Assessing Phibro Animal Health (PAHC) Valuation After Strong Q2 Results And Higher 2026 Earnings Guidance

Phibro Animal Health (PAHC) is back in focus after reporting second quarter results that show much higher sales and net income versus a year earlier, along with updated 2026 earnings guidance and a reaffirmed dividend. See our latest analysis for Phibro Animal Health. The recent guidance update and stronger quarterly results have come after a sharp run in the shares, with a 30 day share price return of 31.47% and a year to date share price return of 39.01%. Longer term momentum is reflected...
NasdaqCM:MARA
NasdaqCM:MARASoftware

French Review Of Xion Deal Tests MARA Holdings’ European Expansion Story

French authorities have paused MARA Holdings’ planned acquisition of EDF’s Xion data center, citing national security and sovereignty concerns. The review directly affects MARA Holdings’ push into European data infrastructure and broader computing capacity. The decision introduces additional regulatory risk around energy access and international expansion for NasdaqCM:MARA. MARA Holdings, traded on NasdaqCM:MARA, last closed at $8.06, with the share price reflecting a 10.9% decline over the...
NYSE:EG
NYSE:EGInsurance

Everest Group (EG) Valuation Check After Stronger Earnings And Ongoing Share Buybacks

Everest Group (EG) is back in focus after reporting fourth quarter and full year 2025 results that showed higher net income along with active share repurchases, a combination that has drawn fresh attention to the stock. See our latest analysis for Everest Group. Despite the stronger earnings picture and ongoing buybacks, Everest Group’s share price has eased recently, with a 30 day share price return of a 3.32% decline and a 1 year total shareholder return of a 1.09% decline. This suggests...
NasdaqGS:SVRA
NasdaqGS:SVRABiotechs

A Look At Savara (SVRA) Valuation After Expanded Hercules Funding Linked To MOLBREEVI Approval

Savara (SVRA) amended its loan agreement with Hercules Capital, giving it access to up to an additional $75 million if the FDA approves MOLBREEVI, its investigational therapy for autoimmune pulmonary alveolar proteinosis. See our latest analysis for Savara. Against the backdrop of the Hercules and royalty funding agreements, Savara’s 90 day share price return of 26.94% and 1 year total shareholder return of 90.18% indicate that momentum has been building despite recent shorter term share...
NasdaqCM:WULF
NasdaqCM:WULFSoftware

Google Deepens TeraWulf Ties As Bitcoin Miner Pivots To AI Infrastructure

Google has increased its stake in TeraWulf (NasdaqCM:WULF) to 14%, taking a larger ownership position in the company. As part of the move, Google is providing substantial backstop funding to support the expansion of TeraWulf's Lake Mariner data center. The funding is tied to TeraWulf's shift from a pure bitcoin mining focus toward building AI focused data center infrastructure. TeraWulf, known primarily as a bitcoin miner, is repositioning itself as a provider of power intensive...
NYSE:KEX
NYSE:KEXShipping

A Look At Kirby (KEX) Valuation After Strong Q4 Results And Ongoing Share Buybacks

Kirby (KEX) is back in focus after reporting fourth quarter revenue of US$851.78 million and net income of US$91.81 million, alongside an update on its long running share repurchase program. See our latest analysis for Kirby. The latest earnings and ongoing buybacks come after a strong 90 day share price return of 8.98% and a 1 year total shareholder return of 11.90%, with 3 and 5 year total shareholder returns of 64.86% and 97.51%. This suggests longer term momentum has been stronger than...
NasdaqGS:OKTA
NasdaqGS:OKTAIT

Okta (OKTA) Valuation Check As PGA Of America Partnership Highlights Its Identity And AI Security Role

Okta (OKTA) shares are back in focus after the company expanded its relationship with the PGA of America, a move that ties its identity platform directly to fan and member digital experiences. See our latest analysis for Okta. Those PGA and AI security headlines arrive at a time when Okta’s short term share price performance has been mixed, with a 30 day share price return of a 4.39% decline and a 90 day share price return of a 3.04% gain. Over a longer horizon, the 1 year total shareholder...
NasdaqGS:COIN
NasdaqGS:COINCapital Markets

Coinbase Security Push With Crypto ISAC Meets Valuation And Earnings Questions

Coinbase Global (NasdaqGS:COIN) is expanding its continuous threat intelligence sharing with Crypto ISAC. The integration automates and broadens distribution of actionable cyber threat data across the blockchain sector. The initiative is designed to support industry-wide defense against sophisticated attacks while protecting user privacy. For you as an investor looking at NasdaqGS:COIN, this move sits at the intersection of crypto trading, custody and cybersecurity. Coinbase operates as a...
NYSE:DOCS
NYSE:DOCSHealthcare Services

Assessing Doximity (DOCS) Valuation After Earnings Beat AI Tool Adoption And New Buyback Program

Doximity (DOCS) is back in focus after its latest quarter topped internal guidance. Management highlighted growing use of its AI tools by clinicians, and the company paired cautious revenue guidance with a fresh share repurchase authorization. See our latest analysis for Doximity. Despite the better than expected quarter and new AI tools, the share price has been under pressure, with a 30 day share price return of 37.2% and a 1 year total shareholder return of 66.9%, suggesting sentiment has...
NYSE:DOW
NYSE:DOWChemicals

Does Dow’s (DOW) Share Buyback Strategy Justify Its Shift From Profit to Loss?

Dow Inc. has reported past fourth-quarter 2025 sales of US$9,460 million, down from US$10,405 million a year earlier, and moved from a small prior-year loss to a much larger net loss of US$1,543 million, while completing a share repurchase of 38,539,462 shares for US$2,069.24 million under its April 2022 program. For full-year 2025, Dow’s sales fell to US$39.97 billion from US$42.96 billion and it shifted from prior-year net income of US$1,116 million to a net loss of US$2,623 million,...
NYSE:LII
NYSE:LIIBuilding

Lennox Buybacks Retire 40% Of Shares And Shape Growth Outlook

Lennox International (NYSE:LII) has completed a new share repurchase tranche, buying back nearly 0.85% of its shares in the most recent quarter. This brings total buybacks under the long running program to almost 40% of the company’s outstanding shares. The latest activity reflects an ongoing focus on returning capital to shareholders through repurchases. For investors watching NYSE:LII, the scale of the buyback program is now a core part of the story. The stock closed at $529.29, with...
NasdaqGS:PGNY
NasdaqGS:PGNYHealthcare

Is Progyny (PGNY) Mispriced After Recent Share Price Weakness And DCF Upside Potential

If you are wondering whether Progyny's current share price reflects its true worth, this article walks through what the numbers are really saying about the stock. After closing at US$21.65, the shares have seen recent pressure, with returns of a 10.6% decline over 7 days, 19.8% decline over 30 days, 15.9% decline year to date, 3.1% decline over 1 year, 32.9% decline over 3 years, and 57.0% decline over 5 years. These moves come against a backdrop of ongoing interest in fertility benefits and...
NYSE:NOC
NYSE:NOCAerospace & Defense

Northrop Grumman Weighs Ukraine Penalties Against New Japan Contract Upside

Northrop Grumman (NYSE:NOC) is facing U.S. Army penalties linked to significant delays in artillery ammunition deliveries destined for Ukraine. Separately, the company secured a large contract to provide advanced aircraft components to Japan, expanding its international defense presence. For a company like Northrop Grumman, which sits at the center of U.S. and allied defense procurement, this mix of pressure and opportunity is important. The potential U.S. Army penalties highlight...
NYSE:ITT
NYSE:ITTMachinery

Assessing ITT (ITT) Valuation After Q4 Beat Dividend Hike And SPX FLOW Acquisition Progress

ITT (ITT) is back in focus after reporting Q4 2025 results that topped expectations, issuing upbeat guidance for early 2026, raising its quarterly dividend by 10%, and advancing the pending SPX FLOW acquisition. See our latest analysis for ITT. ITT shares have been volatile around the results, with a 1-day share price return of a 2.9% decline, a 7-day gain of 8.06%, and a year-to-date share price return of 15.31%. Over the longer term, total shareholder returns of 37.47% over 1 year and...
NasdaqGS:LBRD.K
NasdaqGS:LBRD.KMedia

Liberty Broadband (LBRD.K) Is Up 11.4% After Big 2025 Loss And Buyback Completion - Has The Bull Case Changed?

In the past year, Liberty Broadband reported a net loss of US$2,676 million for 2025, compared with net income of US$869 million in 2024, while also completing a long-running share repurchase totaling 58,804,650 shares for US$8,115.32 million under its 2016 authorization. This sharp swing from profit to loss, alongside the conclusion of a very large multi-year buyback, raises important questions about how Liberty Broadband balances capital returns with earnings quality. With recent share...
NYSE:QBTS
NYSE:QBTSSoftware

D-Wave Quantum Expands Dual-Platform Ambitions With New Contracts And U.S. Hub

D-Wave Quantum (NYSE:QBTS) has acquired Quantum Circuits Inc., adding gate-model technology to its existing annealing systems. The company is adopting a dual-platform approach and expanding in the U.S. with a new headquarters and R&D hub in Boca Raton, Florida. D-Wave entered a $20 million deployment partnership with Florida Atlantic University and a $10 million QCaaS agreement with a Fortune 100 client. New collaborations include work with Davidson Technologies and Anduril Industries to...
NasdaqGS:KSPI
NasdaqGS:KSPIConsumer Finance

Kaspi.kz (NasdaqGS:KSPI) Valuation Check After Recent Shift In Share Price Performance

Kaspi.kz context and recent share performance Kaspi.kz (KSPI) has been drawing investor attention after recent trading, with the stock last closing at US$76.36 and showing mixed returns over the past month and past 3 months. See our latest analysis for Kaspi.kz. That recent 3.48% 1 day share price gain comes after a softer patch, with a 30 day share price return of 6.7% decline and a 1 year total shareholder return of 21.15% decline. This suggests momentum has cooled after earlier multi year...
NYSE:OKLO
NYSE:OKLOElectric Utilities

Oklo Grant Highlights Nuclear Fuel Recycling Ambitions And Business Model Shift

Oklo (NYSE:OKLO) has been awarded a U.S. Department of Energy grant to study radioactive materials in hot liquid salt. The project supports development of what is planned to be the first U.S. nuclear fuel recycling facility in Tennessee. The facility is intended to recycle used nuclear fuel into fuel for advanced reactors, with potential implications for nuclear sustainability in the U.S. For you as an investor, this grant places fresh attention on Oklo's role in advanced nuclear technology...
NYSE:KO
NYSE:KOBeverage

Coca-Cola Reconsiders Growth As Pricing Power Meets Volume Headwinds

Coca-Cola (NYSE:KO) is facing fresh pressure on its long-used pricing power as volume growth slows and turns negative in several key markets. The company is leaning more on premium, health-oriented products, including brands such as Fairlife milk, to respond to changing consumer preferences. Coca-Cola's CEO has flagged a resumption of bolt-on mergers and acquisitions as part of a wider plan to adjust the group’s growth approach. Coca-Cola, the global beverages group behind its namesake soda...
NasdaqGM:SMMT
NasdaqGM:SMMTBiotechs

Summit Therapeutics (SMMT) Is Up 6.5% After FDA Accepts Ivonescimab BLA With 2026 PDUFA Date

Summit Therapeutics Inc. previously announced that the FDA accepted for filing its Biologics License Application for ivonescimab plus chemotherapy in EGFR‑mutated, locally advanced or metastatic non-squamous NSCLC after tyrosine kinase inhibitor therapy, assigning a PDUFA action date of November 14, 2026. Beyond this U.S. filing, Summit and partner Akeso have broadened ivonescimab’s late-stage program across multiple Phase III trials and tumor types, underscoring a concerted push to position...
NYSE:XPEV
NYSE:XPEVAuto

XPeng Hong Kong Charging Deal With Antom Highlights Global Services Ambition

XPeng has launched smart charging payment services in Hong Kong through a global partnership with Antom. The rollout introduces a unified system that supports multiple local payment methods for EV charging. The service is designed to simplify cross border charging payments for XPeng drivers and other EV users. XPeng (NYSE:XPEV), trading at around $17.54, is adding this smart charging payment launch to a period of mixed share performance, with the stock up 6.4% over the past week but lower...
NYSE:ZTS
NYSE:ZTSPharmaceuticals

Assessing Zoetis (ZTS) Valuation As Earnings Expectations Build Ahead Of February 12 Results

Dividend affirmation and earnings catalyst Zoetis (ZTS) has reaffirmed its shareholder return plans with a second quarter 2026 dividend of $0.53 per share, while investors watch the upcoming February 12 earnings and guidance for signals on future performance. See our latest analysis for Zoetis. Zoetis shares trade at $127.30, with a 90 day share price return of 5.98% contrasting with a 1 year total shareholder return decline of 24.87%. This suggests recent momentum has not yet translated into...
NYSE:MTD
NYSE:MTDLife Sciences

Mettler Toledo Q4 Service Milestone Highlights Growth And Valuation Tension

Mettler-Toledo International (NYSE:MTD) reported strong Q4 results, with broad-based growth across regions and product lines. The company reached US$1b in annual service revenue for the first time, marking a key milestone in its service business. Management highlighted continued progress in automation and digitalization initiatives, alongside expansion in emerging markets and high-growth segments. Results came despite ongoing headwinds from tariffs and currency movements. Mettler-Toledo...