U.S. Consumer Finance Stock News

NYSE:MPC
NYSE:MPCOil and Gas

Marathon Petroleum (MPC) Valuation After Higher Q4 Net Income And Ongoing Share Buybacks

Fourth quarter results and buybacks in focus Marathon Petroleum (MPC) reported fourth quarter 2025 revenue of US$33,422 million with net income of US$1,535 million, alongside continued share repurchases that reduced the share count during the period. See our latest analysis for Marathon Petroleum. The latest quarterly results and ongoing repurchases appear to have supported sentiment, with a 1-month share price return of 15.73% and a year to date share price return of 23.08%. The 5-year total...
NYSE:CSR
NYSE:CSRResidential REITs

The Bull Case For Centerspace (CSR) Could Change Following Q4 Results Highlighting Leverage Strain - Learn Why

On February 16, 2026, Centerspace released its fourth-quarter results, following earlier expectations for an earnings-per-share improvement and upwardly revised revenue forecasts. The earnings release sharpened focus on the trade-off between improving analyst expectations and ongoing balance sheet pressures, including high leverage and low interest coverage. Now, we'll examine how Centerspace's fourth-quarter earnings expectations amid ongoing leverage concerns may influence the company's...
NasdaqGM:ALVO
NasdaqGM:ALVOBiotechs

Is There Now an Opportunity in Alvotech (ALVO) After a 64% One-Year Share Price Slide?

Wondering whether Alvotech at US$4.64 is a potential bargain or a value trap? This article will walk you through what the current price might be implying about the company. The stock has had a tough run, with a 9.7% decline over the last week, 5.7% over the last month and 7.2% year to date, while the 1 year return sits at a 64.3% loss. Recent trading has been shaped by ongoing investor reaction to Alvotech's progress and risks in the biosimilars space, as the market weighs its prospects...
NYSE:RRX
NYSE:RRXElectrical

The Bull Case For Regal Rexnord (RRX) Could Change Following New 2026 EPS Guidance And 2025 Results

In February 2026, Regal Rexnord reported that fourth-quarter 2025 sales rose to US$1,523.2 million while net income increased to US$63.5 million, with full-year 2025 net income improving to US$279.5 million on slightly lower annual sales of US$5,934.5 million. The company also issued full-year 2026 GAAP diluted EPS guidance of US$5.29 to US$6.09, highlighting management’s confidence after year-over-year earnings growth despite softer annual revenue. With management now guiding 2026 GAAP...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

Walmart (WMT) Valuation Check After Strong Recent Share Price Momentum

How Walmart (WMT) looks after its recent share performance Recent share price moves have put Walmart (WMT) back on many investors’ screens, with the stock showing positive returns over the past week, month and past 3 months. Here is how the fundamentals compare. See our latest analysis for Walmart. At a share price of US$133.89, Walmart’s recent 30 day share price return of 11.85% and 90 day return of 32.05% point to strong momentum. The 1 year total shareholder return of 29.92%, along with...
NYSE:PATH
NYSE:PATHSoftware

Is UiPath (PATH) Starting To Look Attractive After Recent Share Price Weakness

If you are wondering whether UiPath is starting to look interesting at current levels, this article will walk through what the recent share price and fundamentals might be telling you about its value. UiPath shares last closed at US$11.32, with returns of 12.9% decline over 7 days, 21.1% decline over 30 days, 28.7% decline year to date, 24.2% decline over 1 year and 27.2% decline over 3 years, which may have shifted how the market is thinking about its risk and potential. Recent headlines...
NYSE:ABT
NYSE:ABTMedical Equipment

A Look At Abbott Laboratories (ABT) Valuation As Libre 3 Lawsuit Raises Product Safety Concerns

Abbott Laboratories (ABT) is under fresh legal scrutiny after a wrongful death lawsuit linked alleged defects in its FreeStyle Libre 3 glucose monitors to multiple deaths and serious injuries, drawing investor attention to product safety risk. See our latest analysis for Abbott Laboratories. At a share price of $112.68, Abbott’s recent 1 day and 7 day share price returns of 1.09% and 1.45% sit against a 30 day share price return decline of 7.46% and a 90 day share price return decline of...
NYSE:ADT
NYSE:ADTConsumer Services

Assessing ADT (ADT) Valuation After Recent S&P Index Additions

Why ADT’s index additions matter for investors ADT (ADT) has just been added to the S&P 600, S&P 1000, S&P Composite 1500, and the S&P 600 Consumer Discretionary index, a shift that can influence trading interest and liquidity. See our latest analysis for ADT. ADT’s recent index additions come after a period where short term share price returns have been soft, with a 7 day share price return decline of 4.56% and a 30 day share price return decline of 6.18%. Meanwhile, the 1 year total...
NYSE:BSX
NYSE:BSXMedical Equipment

A Look At Boston Scientific (BSX) Valuation As Electrophysiology Concerns Follow Strong Q4 Earnings

Boston Scientific (BSX) is back in focus after Q4 2025 adjusted earnings came in above consensus. However, investor attention has shifted to signs of stagnation in the company’s U.S. electrophysiology business. See our latest analysis for Boston Scientific. The share price has retreated sharply in recent months, with a 30 day share price return of 15.15% and a 90 day share price return of 24.68%, even though the 3 year total shareholder return sits at 60.57% and the 5 year total shareholder...
NasdaqGS:AGIO
NasdaqGS:AGIOBiotechs

Agios’ 2025 Loss, AQVESME Launch, and New Shelf Offering Might Change The Case For Investing In Agios Pharmaceuticals (AGIO)

Agios Pharmaceuticals reported full-year 2025 results, with revenue rising to US$54.03 million from US$36.5 million, while swinging from net income of US$673.73 million to a very large net loss of US$412.78 million and filing an omnibus mixed-shelf registration covering equity, debt, warrants, and units. Despite the sharp earnings reversal, investors are focusing on stronger-than-expected quarterly performance, growing contributions from PYRUKYND® and newly launched AQVESME™, and the added...
NasdaqGS:SHOP
NasdaqGS:SHOPIT

Shopify Buyback And AI Push Test Balance Between Growth And Margins

Shopify (NasdaqGS:SHOP) has authorized a $2b share repurchase program, signaling management's focus on returning capital to shareholders. The company is rolling out new AI tools, including Sidekick and its Universal Commerce Protocol, to deepen AI-driven support for merchants. These moves come as Shopify highlights strong growth in its commerce platform and the expanding role of AI in merchant workflows. Shopify, trading at around $112.70, has seen mixed share performance recently, with a 7...
NYSE:OXY
NYSE:OXYOil and Gas

Is Occidental Petroleum (OXY) Pricing Reflect Long Term Value After Mixed Multi Year Returns

If you are wondering whether Occidental Petroleum's current share price really reflects its underlying value, you are not alone. This article is designed to help you weigh what you are paying against what you are getting. The stock last closed at US$46.07, with recent returns of a 1.3% decline over 7 days, 7.9% over 30 days, 8.7% year to date, a 2.0% decline over 1 year, a 20.3% decline over 3 years, and 84.7% over 5 years. Taken together, this gives you a mixed picture of how the market has...
NYSE:HPQ
NYSE:HPQTech

Is HP’s CEO Change And Reaffirmed Outlook Altering The Investment Case For HP (HPQ)?

Earlier this month, HP Inc. amended its bylaws and announced that long-time CEO Enrique Lores stepped down, with board member Bruce Broussard becoming interim CEO while the board conducts a formal search for a permanent successor. At the same time, HP reaffirmed its first-quarter and full-year 2026 earnings guidance and outlined measures to manage higher memory costs and softer demand in PCs and printing, underscoring both continuity and pressure in its operating backdrop. We’ll now examine...
NasdaqGS:FSLY
NasdaqGS:FSLYIT

Assessing Fastly (FSLY) Valuation After Record Q4 Earnings And Strong 2026 Guidance

Fastly (FSLY) is back in focus after reporting record fourth quarter results, returning to an adjusted profit and issuing full year 2026 revenue guidance that came in well above earlier analyst expectations. See our latest analysis for Fastly. The latest results have triggered a sharp re-rating in the market, with a 1-day share price return of 13.84% and a 7-day share price return of 109.40%. The 1-year total shareholder return of 126.27% contrasts with a 5-year total shareholder return of...
NYSE:TSM
NYSE:TSMSemiconductor

Is It Too Late To Consider Taiwan Semiconductor Manufacturing (NYSE:TSM) After An 82% One Year Jump?

If you are wondering whether Taiwan Semiconductor Manufacturing's current share price still makes sense for new money, you are not alone. A closer look at what you are paying for is the focus of this article. The stock recently closed at US$366.36, with returns of 3.1% over 7 days, 7.0% over 30 days, 14.6% year to date and 81.6% over 1 year, plus 321.8% over 3 years and 192.9% over 5 years. These moves have come as Taiwan Semiconductor Manufacturing continues to sit at the center of long...
NYSE:ACN
NYSE:ACNIT

Is Accenture’s (ACN) New AI-Focused CCO Role Reframing Its Long-Term Investment Narrative?

On February 11, 2026, Accenture appointed Rachel Frey as its first chief communications officer, reporting to Chair and CEO Julie Sweet and joining the Global Management Committee. The creation of this new role, building on Frey’s track record positioning Accenture in AI reinvention, signals an increased emphasis on coordinated messaging to employees, investors and broader stakeholders. We’ll now assess how Accenture’s new chief communications officer role, with its AI-focused messaging...
NYSE:CARR
NYSE:CARRBuilding

Will AI-Driven Services and Data Center HVAC Strength Change Carrier Global's (CARR) Narrative?

In early February 2026, Carrier Global reported fourth-quarter and full-year 2025 results showing lower revenue and net income, completed a multi-year US$6.77 billion share repurchase program covering 114,888,374 shares, filed a US$3.06 billion shelf registration for 50,074,109 common shares, and highlighted ongoing softness in residential HVAC alongside strength in commercial and data center-related demand. Carrier also introduced a generative AI-based “Tell Me More” feature in its Abound...
NYSE:TME
NYSE:TMEEntertainment

What Tencent Music Entertainment Group (TME)'s Stimulus-Fueled Rally and New Rivals Mean For Shareholders

In recent days, Tencent Music Entertainment Group has seen its shares react sharply to Chinese government stimulus measures, including interest rate cuts and relaxed mortgage rules that lifted sentiment toward consumer tech platforms. At the same time, investors are weighing concerns about rising competition from Douyin-backed Soda Music and potential margin pressure from Tencent Music’s expansion into concerts and merchandise. Next, we’ll examine how China’s stimulus-driven boost and...
NYSE:RLI
NYSE:RLIInsurance

How First Pacific Advisors’ Small‑Cap Endorsement Will Impact RLI (RLI) Investors

In recent weeks, First Pacific Advisors’ Queens Road Small Cap Value Fund highlighted RLI Corp. as an attractive small-cap specialty insurer, pointing to its stable business, lower valuation multiples, and growing institutional interest. The fund also emphasized RLI’s niche focus and risk-aware culture, where management ties compensation to long-term underwriting profitability and avoids writing unprofitable business. Next, we’ll explore how this endorsement of RLI’s risk culture and...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

AMD TCS AI Deal Links Helios Buildout With Undervalued Stock Story

AMD (NasdaqGS:AMD) and Tata Consultancy Services announced a collaboration to deploy AMD's Helios rack scale AI architecture in India. The partnership targets up to 200MW of AI infrastructure to support India's national AI initiatives. The agreement focuses on co-developing and rolling out AI ready data center solutions for sovereign AI projects. For AMD, which sells CPUs, GPUs and data center accelerators, this move connects its AI hardware directly to a large national build out of...