U.S. Consumer Services Stock News

NasdaqGS:PLUS
NasdaqGS:PLUSElectronic

A Look At ePlus (PLUS) Valuation After Strong Q3 Results And Higher 2026 Net Sales Outlook

ePlus (PLUS) just paired a strong third quarter with a higher full year 2026 net sales outlook, and that earnings update is now front and center for anyone tracking the stock. See our latest analysis for ePlus. The latest Q3 results, higher 2026 net sales outlook and fresh capital returns through dividends and buybacks come against a backdrop of relatively steady trading, with a 1-year total shareholder return of 24.44% and a 5-year total shareholder return of 84.60% pointing to longer term...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

Is Walmart (WMT) Too Expensive After Strong Multi Year Share Price Gains

If you are wondering whether Walmart's share price still offers value after a strong run, this article walks through how the current market price compares to several valuation gauges. Walmart shares last closed at US$129.02, with returns of 4.0% over 7 days, 12.7% over 30 days, 14.4% year to date, 26.6% over 1 year and a very large 3 year and 5 year gain of 175.1% and 186.7% respectively, which naturally raises questions about what is already priced in. Recent attention on Walmart has...
NYSE:AVA
NYSE:AVAIntegrated Utilities

Assessing Avista (AVA) Valuation After 24th Consecutive Annual Dividend Increase

Avista (AVA) has caught investors’ attention after its board approved a quarterly dividend of $0.4925 per share, equivalent to $1.97 on an annualized basis, payable on March 13, 2026. See our latest analysis for Avista. At a share price of $40.99, Avista has had a 5.29% 30 day share price return and a 5.86% year to date share price return. Its 1 year total shareholder return of 17.30% suggests income plus dividends have contributed meaningfully to overall gains, as the newly declared dividend...
NYSE:CNA
NYSE:CNAInsurance

CNA Financial Rating Upgrade Puts Focus On Valuation And Dividend Strength

AM Best upgraded CNA Financial’s financial strength rating to A+ with a stable outlook. The upgrade follows strong full year results, higher regular dividends, and a special dividend declaration. The rating change signals increased confidence in CNA Financial’s balance sheet and operating profile for policyholders and investors. For investors watching NYSE:CNA, the rating move comes alongside solid share price context, with the stock at $49.13 and a 37.7% return over 3 years and 62.9% over...
NasdaqCM:OSW
NasdaqCM:OSWConsumer Services

OneSpaWorld (OSW) Joins Multiple S&P Indices Is Up 9.8% After Index Inclusion News - What's Changed

OneSpaWorld Holdings Limited has been added to several S&P indices, including the S&P SmallCap 600, S&P 600 Consumer Discretionary sector, S&P 1000, and S&P Composite 1500, with inclusion effective February 10, 2026. The new index memberships increase OneSpaWorld’s visibility across the health and wellness and cruise markets, potentially broadening its institutional investor base and reinforcing its positioning in small-cap benchmarks. Next, we’ll examine how OneSpaWorld’s addition to the...
NYSE:GKOS
NYSE:GKOSMedical Equipment

Assessing Glaukos (GKOS) Valuation After FDA Clearance For Repeat Use Of iDose TR

FDA approval for repeat iDose TR use puts Glaukos (GKOS) back in focus Glaukos (GKOS) is back on investors’ radar after the U.S. FDA approved a labeling supplement for repeat administration of its iDose TR glaucoma therapy, expanding potential real world treatment flexibility for physicians. See our latest analysis for Glaukos. At a share price of $113.27, Glaukos has seen a 26.01% 90 day share price return, while its 1 year total shareholder return of 24.49% decline contrasts with a 125.37%...
NasdaqGS:NWBI
NasdaqGS:NWBIBanks

A Look At Northwest Bancshares (NWBI) Valuation After New 2026 Revenue Guidance

New 2026 revenue guidance puts Northwest Bancshares in focus Northwest Bancshares (NWBI) has put fresh guidance on the table, telling investors it expects 2026 revenue to fall between US$710 million and US$730 million. This gives the market a clearer view of management’s current outlook. See our latest analysis for Northwest Bancshares. Northwest Bancshares’ 2026 revenue guidance lands at a time when the share price has a 30 day share price return of 8.83% and a 90 day share price return of...
NasdaqGS:SHOO
NasdaqGS:SHOOLuxury

Can Steve Madden (SHOO) Offset Private-Label Pressures With Its Core Brand Strength?

Steven Madden recently flagged that its private label business, which generated about US$415 million in Fiscal Year 2024, could face a US$100 million revenue impact through Fiscal Year 2026 as tariff pressures and trade policy uncertainties prompt some mass-market customers to source directly from factories. At the same time, the company reports that its core Steven Madden brand remains resilient, with renewed consumer interest in categories such as tall shaft and casual boots helping to...
NYSEAM:IE
NYSEAM:IEMetals and Mining

What Ivanhoe Electric (IE)'s SQM-Funded Atacama Copper Exploration Pact Means For Shareholders

In January 2026, Ivanhoe Electric Inc. announced it had signed a definitive Collaboration and Exploration Agreement with Sociedad Quimica y Minera de Chile (SQM) to explore SQM’s 2,002 km² of copper-focused mining concessions in northern Chile, fully funded initially by SQM with a US$9 million commitment. The agreement gives Ivanhoe Electric the option to earn a 50% interest in any independently verified “Qualifying Copper Deposit,” while also putting its Typhoon geophysical system and CGI...
NYSE:ITGR
NYSE:ITGRMedical Equipment

A Look At Integer Holdings (ITGR) Valuation As Legal Actions Target Electrophysiology Disclosures

Legal actions and what they focus on Integer Holdings (ITGR) is under increased legal scrutiny after several law firms announced investigations and a class action lawsuit tied to its electrophysiology device business. The claims center on whether the company overstated its competitive position in electrophysiology manufacturing and presented these devices as a key growth driver, despite reports of weaker demand and revenue. Recent company disclosures about slower than expected adoption of...
NasdaqGS:GH
NasdaqGS:GHHealthcare

Guardant Health (GH) Is Down 8.3% After Landmark ctDNA Study in Stage III Colon Cancer

Guardant Health, together with Mayo Clinic and the Alliance for Clinical Trials in Oncology, recently published the largest study so far in the Journal of Clinical Oncology showing that its Guardant Reveal blood test for circulating tumor DNA more accurately predicts recurrence and overall survival than standard staging in resected stage III colon cancer patients. The findings suggest that tissue-free ctDNA testing, including assessment of tumor fraction, could meaningfully reshape routine...
NYSE:FLUT
NYSE:FLUTHospitality

Does Kalshi’s Rise and Slower FanDuel App Uptake Recast Flutter Entertainment’s (FLUT) Competitive Edge?

Flutter Entertainment, the owner of FanDuel, has recently come under pressure as prediction markets such as Kalshi gain traction, offering an alternative way for users to bet on outcomes and potentially sidestep traditional state-level gambling rules. Although FanDuel and rival DraftKings have launched their own prediction market apps, early download trends suggest these offerings are currently lagging Kalshi, highlighting a competitive shift that could influence how online wagering...
NYSE:FN
NYSE:FNElectronic

How Fabrinet’s Strong Quarter and Buybacks Will Impact Fabrinet (FN) Investors

Fabrinet recently reported past second-quarter and six-month results to December 26, 2025, highlighting higher sales of US$1.13 billion and increased net income of US$112.63 million, alongside completing a share repurchase program totaling 3,887,487 shares for US$365.10 million under its 2017 authorization. The company also issued new guidance for the third fiscal quarter ending March 27, 2026, projecting revenue between US$1.15 billion and US$1.20 billion and GAAP diluted earnings per share...
NYSE:DAL
NYSE:DALAirlines

A Look At Delta Air Lines (DAL) Valuation After Recent Share Price Momentum

Why Delta Air Lines (DAL) is on investors’ radar today Delta Air Lines (DAL) has drawn fresh attention after its recent share performance, which includes a negative 1-day return alongside gains over the past week, month, past 3 months, and year to date. See our latest analysis for Delta Air Lines. Despite a 0.46% 1-day share price decline to US$75.0, Delta Air Lines has seen momentum build, with an 8.57% 7-day share price return and a 29.89% 90-day share price return, alongside a 3-year total...
NYSE:DOC
NYSE:DOCHealth Care REITs

Should Healthpeak’s 2025 Results, Buybacks and 2026 EPS Guidance Require Action From Healthpeak Properties (DOC) Investors?

Healthpeak Properties, Inc. has reported past fourth-quarter 2025 sales of US$549.03 million and revenue of US$719.40 million, alongside full-year 2025 revenue of US$2.82 billion and net income of US$71.35 million, and also completed a share repurchase of 5,091,156 shares for US$94.17 million under its July 25, 2024 buyback program. The company also issued past earnings guidance for 2026, projecting diluted earnings per common share between US$0.34 and US$0.38, which contrasts with its much...
NasdaqGS:CATY
NasdaqGS:CATYBanks

A Look At Cathay General Bancorp (CATY) Valuation After Recent Boardroom Changes

Cathay General Bancorp (CATY) has announced a boardroom change, appointing experienced banking analyst Lana Chan as a Class I director, while longtime director Jane Jelenko plans to retire in April 2026. See our latest analysis for Cathay General Bancorp. The share price has gained momentum recently, with a 7.41% 1 month share price return and a 15.71% 3 month share price return at US$54.22, while the 5 year total shareholder return of 68.99% points to solid long term compounding. If this...
NYSE:ASGN
NYSE:ASGNIT

Assessing ASGN (ASGN) Valuation After Recent Share Pullback And Updated Fair Value Estimate

Event context and recent share performance ASGN (ASGN) has drawn fresh attention after its recent trading performance, with the share price closing at US$50.06 and showing mixed returns over the past week, month and past 3 months. See our latest analysis for ASGN. That recent 1 day share price decline of 4.65% to US$50.06 sits against a 90 day share price return of 10.17%. At the same time, the 1 year total shareholder return of 37.01% and 3 year total shareholder return of 45.24% point to...
NYSE:CCI
NYSE:CCISpecialized REITs

Crown Castle Refocuses On Towers While Balancing Debt Cuts And Payouts

Crown Castle (NYSE:CCI) plans to sell its fiber and small cell businesses and concentrate on its core tower assets. The company is implementing significant workforce reductions alongside this planned divestiture. Crown Castle also intends to reduce debt while continuing dividends and share buybacks. Crown Castle, trading at $83.08, is reshaping its business around its tower portfolio while stepping back from fiber and small cell operations. The stock shows a 29.5% decline over 3 years and a...
NasdaqGS:FRMI
NasdaqGS:FRMISpecialized REITs

Assessing Fermi (FRMI) Valuation As Project Matador Turbines Arrive For Texas Hybrid Power Campus

Fermi (FRMI) drew fresh attention after announcing delivery of the first six Siemens Energy SGT-800 natural gas turbines for Project Matador, a key step in building its large hybrid power campus in Texas. See our latest analysis for Fermi. The turbines news comes after a volatile stretch for the stock, with a 1-day share price return of 8.62% lifting Fermi to US$8.69. Its 90-day share price return of 60.06% decline suggests momentum has been fading, despite a relatively mild year to date...
NYSE:MTG
NYSE:MTGDiversified Financial

How MGIC’s 2025 Earnings, Buybacks and Dividend at MGIC Investment (MTG) Have Changed Its Investment Story

MGIC Investment Corporation has already reported fourth-quarter 2025 results, with revenue of US$298.65 million and net income of US$169.31 million, and for the full year 2025 generated revenue of US$1.21 billion and net income of US$738.35 million alongside a quarterly dividend declaration of US$0.15 per share. The company’s earnings per share from continuing operations increased year over year in both the quarter and the full year, supported by an extensive buyback program that retired...
NYSE:HUBS
NYSE:HUBSSoftware

Is There Now An Opportunity In HubSpot (HUBS) After A 70% One Year Share Price Slide

If you are wondering whether HubSpot is starting to look attractively priced after its recent slide, you are not alone. This article is here to unpack what that might mean for you as an investor. HubSpot's share price closed at US$231.08, with returns of 5.7% decline over 7 days, 37.8% decline over 30 days, 39.5% decline year to date, 70.5% decline over 1 year, 36.5% decline over 3 years and 56.2% decline over 5 years. This naturally raises questions about how the market is currently viewing...
NasdaqGS:ACIW
NasdaqGS:ACIWSoftware

Is ACI Worldwide (ACIW) Pricing Reflect Its DCF Value After Recent Share Price Pullback

If you are wondering whether ACI Worldwide at around US$41.83 is priced fairly or offering a bargain, you are not alone. This article focuses squarely on what you are getting for the price you pay. The share price has moved 5.8% over the last 7 days, while returns sit at a 10.6% decline over 30 days, an 8.4% decline year to date and a 20.0% decline over 1 year, set against a 55.9% gain over 3 years and a 1.2% gain over 5 years. Recent news around ACI Worldwide has mainly centered on its role...
NYSE:SDRL
NYSE:SDRLEnergy Services

Seadrill (SDRL) Is Up 7.5% After $114M West Saturn Contract Extension What’s Changed

In January 2026, Seadrill Limited announced that Equinor Brasil Energia exercised a one-year priced option for the ultra-deepwater drillship West Saturn, adding US$114,000,000 to Seadrill’s contract backlog and extending the 2022-originated contract through October 2027. This extension highlights continued demand for high-spec offshore drilling capacity and gives Seadrill greater visibility on future rig utilization and contracted revenue. We’ll now look at how the added US$114,000,000...