U.S. Consumer Services Stock News

NYSE:PRI
NYSE:PRIInsurance

Primerica (PRI) Margins Shine With 66.3% Combined Ratio Reinforcing Bullish Profitability Narratives

Primerica (PRI) has capped FY 2025 with fourth quarter revenue of US$853.7 million, basic EPS of US$6.16 and net income of US$197.0 million, alongside a combined ratio of 66.3% that gives an immediate read on underwriting profitability. The company has seen quarterly revenue move from US$803.4 million and basic EPS of US$4.99 in Q4 2024 to US$853.7 million and US$6.16 in Q4 2025. Trailing 12 month revenue sits at about US$3.3 billion and EPS at US$23.02, setting the stage for investors to...
NYSE:VOYA
NYSE:VOYADiversified Financial

Does Voya’s 2025 Results and Buyback Plan Reframe the Bull Case For Voya Financial (VOYA)?

Voya Financial, Inc. has released its fourth-quarter and full-year 2025 results, reporting revenue of US$2,111 million and net income of US$140 million for the quarter, and full-year revenue of US$8,189 million with net income of US$654 million, alongside plans for a US$150 million share repurchase in early 2026. The company is highlighting momentum in its Retirement and Investment Management businesses, integration benefits from the OneAmerica acquisition, and the launch of a new retirement...
NYSE:DHI
NYSE:DHIConsumer Durables

Is It Time To Reassess D.R. Horton (DHI) After Strong Multi Year Share Price Gains

If you are wondering whether D.R. Horton is fairly priced or offering value at its current share price, this article walks through the key numbers to help you frame that question clearly. The stock recently closed at US$164.59, with returns of 4.1% over 7 days, 2.3% over 30 days, 12.9% year to date, 28.8% over 1 year, 74.5% over 3 years and 121.2% over 5 years. These figures may influence how investors think about both growth potential and risk. Recent coverage around D.R. Horton has focused...
NYSE:SMWB
NYSE:SMWBSoftware

Assessing Similarweb (SMWB) Valuation After Launch Of AI Studio Enterprise Intelligence Platform

Similarweb (SMWB) has drawn fresh attention after launching AI Studio, an enterprise AI intelligence platform that lets clients query its extensive digital data through conversational research, deep reports, and auto generated dashboards for business decision support. See our latest analysis for Similarweb. The AI Studio launch and Bloomberg Terminal integration arrive during a weak patch for the stock, with Similarweb’s 30 day share price return of 39.16% and year to date share price return...
NasdaqGS:NCNO
NasdaqGS:NCNOSoftware

Is nCino (NCNO) Quietly Redefining Its Moat With Embedded Insurance Partnerships?

Matic recently announced a partnership with nCino to embed its home insurance marketplace directly into nCino’s mortgage point of sale platform, allowing borrowers to shop for coverage within the digital loan process. This integration extends nCino’s mortgage workflow into adjacent insurance services, potentially making its platform more valuable to both lenders and borrowers. Next, we’ll examine how embedding Matic’s home insurance marketplace into nCino’s mortgage platform could influence...
NasdaqGS:GLPI
NasdaqGS:GLPISpecialized REITs

A Look At Gaming And Leisure Properties (GLPI) Valuation After Recent Steady Share Performance

Why Gaming and Leisure Properties Is On Investors’ Radar Gaming and Leisure Properties (GLPI) has drawn attention after a recent stretch of steady share performance, with modest gains over the past month and past 3 months prompting a closer look at its fundamentals. See our latest analysis for Gaming and Leisure Properties. At a share price of US$46.20, Gaming and Leisure Properties has seen steady momentum build, with a 30 day share price return of 2.51% and a 5 year total shareholder return...
NYSE:CAVA
NYSE:CAVAHospitality

Is It Time To Reconsider CAVA Group (CAVA) After A 51.3% One Year Share Price Slide

If you are trying to figure out whether CAVA Group's share price lines up with its fundamentals, the valuation story is where things start to get interesting. The stock last closed at US$63.61, with a 7 day return of a 1.5% decline, a 30 day return of a 7.2% decline, a year to date return of 5.1% and a 1 year return of a 51.3% decline, which may catch the eye of investors thinking about potential upside or changing risk. Recent coverage around CAVA Group has mainly focused on its position...
NYSE:SYF
NYSE:SYFConsumer Finance

Is Synchrony Financial (SYF) Offering An Opportunity After Recent Share Price Pullback?

If you are wondering whether Synchrony Financial's current share price reflects its true worth, you are not alone. This article is built to help you size that up. The stock closed at US$71.11, with returns of a 3.9% decline over 7 days, an 8.9% decline over 30 days, a 16.0% decline year to date, but a 13.0% gain over 1 year, 113.4% over 3 years and 117.1% over 5 years. Recent price moves sit against a backdrop of ongoing focus on consumer credit trends, funding costs and card spending...
NasdaqCM:BTDR
NasdaqCM:BTDRSoftware

Bitdeer Technologies Group (BTDR) Q3 Loss Deepens And Tests Bullish Profitability Narratives

Bitdeer Technologies Group (NasdaqCM:BTDR) just posted its FY 2025 third quarter numbers with revenue of US$169.7 million, a basic EPS loss of US$1.28 per share and net income loss of US$266.7 million, putting profitability firmly in focus for investors. The company has seen quarterly revenue move from US$70.1 million in Q1 2025 and US$155.6 million in Q2 2025 to US$169.7 million in Q3. Over the same period, EPS moved from a profit of US$2.15 in Q1 to losses of US$0.76 and US$1.28 in Q2 and...
NYSE:GLP
NYSE:GLPOil and Gas

Did Global Partners' (GLP) Higher Quarterly Payout Just Recast Its Income-Focused Investment Narrative?

Global Partners LP recently declared a cash distribution of US$0.7600 per unit (US$3.04 on an annualized basis) for the October–December 2025 period, payable on February 13, 2026 to unitholders of record as of February 9, 2026, and scheduled its fourth-quarter and full-year 2025 results release for February 27, 2026. This distribution decision, coming just ahead of the upcoming earnings release, highlights management’s current capital return priorities and income profile for...
NYSE:TDW
NYSE:TDWEnergy Services

Why Tidewater (TDW) Is Up 6.7% After New 2026 Outlook and Buyback Update

Tidewater recently issued 2026 revenue guidance of US$1.32 billion to US$1.37 billion, reaffirmed vessel utilization near 76%, and left about US$500 million remaining under its share repurchase authorization, while Sagil Capital fully exited its position in the stock. At the same time, Black Bear Value Fund reiterated Tidewater as a key holding, highlighting the company’s sizeable offshore support vessel fleet, reduced debt, and capital return plans as reasons for its continued interest...
NYSE:IQV
NYSE:IQVLife Sciences

IQVIA And Duke Partnership Highlights Obesity Focus Amid Share Price Weakness

IQVIA Holdings (NYSE:IQV) has entered a collaboration with the Duke Clinical Research Institute to advance clinical research in obesity and cardiometabolic trials. The partnership focuses on complex clinical programs and aims to broaden access to diverse patient groups in areas of rising healthcare focus. For investors watching IQVIA Holdings at a share price of $168.85, this new collaboration sits against a backdrop of weak recent returns. The stock has declined 6.7% over the past week,...
NYSE:SAFE
NYSE:SAFESpecialized REITs

Safehold Targets Value Unlock After S&P Upgrade And Buyback Launch

Safehold (NYSE:SAFE) received an S&P credit rating upgrade to A- with a stable outlook. The company announced a share buyback program alongside plans to monetize more of its unrealized capital appreciation, known as "Carats." Management outlined an expansion of ground lease originations, including a focus on affordable housing and broader geographic reach. Safehold, trading at $14.84, is working to reposition itself in the eyes of both credit markets and equity investors. The stock is up...
NasdaqGS:ROST
NasdaqGS:ROSTSpecialty Retail

Is It Too Late To Consider Ross Stores (ROST) After Strong Multi Year Share Gains?

Wondering if Ross Stores at around US$194.85 is still a good entry, or if most of the value is already reflected in the price? This article is built to help you think that through clearly. The stock shows a 3.0% return over the last 7 days, 0.8% over 30 days, 6.6% year to date, 40.3% over 1 year and 74.6% over 3 years, which may influence how you view its current risk and return trade off. Recent coverage of Ross Stores has centered on its position in off price retail and how its store...
NYSE:KMX
NYSE:KMXSpecialty Retail

CarMax Taps Ex IHG Leader Keith Barr To Refine Omnichannel Focus

CarMax (NYSE:KMX) has appointed Keith Barr as its next President and Chief Executive Officer. Barr previously served as CEO of InterContinental Hotels Group, bringing more than 25 years of global consumer and hospitality experience. CarMax, a major used car retailer in the United States, operates in a sector that has been reshaped by changing consumer preferences, digital car shopping, and evolving supply conditions for used vehicles. Investors often watch leadership changes at companies...
NasdaqGS:OTEX
NasdaqGS:OTEXSoftware

Assessing Open Text (NasdaqGS:OTEX) Valuation After Earnings Beat And Larger Share Buyback Plan

Open Text (NasdaqGS:OTEX) is back in focus after its latest earnings release, where revenue topped analyst expectations despite a small year-on-year decline, and the company lifted its fiscal 2026 share repurchase authorization by US$200 million. See our latest analysis for Open Text. The earnings beat and larger buyback plan sit against a weaker recent share price, with a 30 day share price return of 25.84% decline and a 1 year total shareholder return of 13.42% decline, suggesting momentum...
NYSE:AS
NYSE:ASLuxury

Does Amer Sports (AS) Justify Its Recent 24.7% Rally At US$38.52?

If you are wondering whether Amer Sports at around US$38.52 is offering good value or asking too much, you are not alone. This article is here to unpack that question in plain terms. The stock has seen a 7.8% return over the last 7 days, 0.7% over 30 days, 2.7% year to date and 24.7% over the past year. This may have some investors reassessing both its growth potential and risk profile. Recent coverage around Amer Sports has focused on its position in the sports and outdoor equipment space,...
NYSE:NABL
NYSE:NABLSoftware

N-able’s Empower 2026 Puts Cyber Resilience And MSP Ties In Focus

N-able (NYSE:NABL) announced its Empower 2026 conference, centered on business resilience in cybersecurity. The event will spotlight emerging technology trends, expanded technical tracks, and interactive workshops. Empower 2026 is positioned as a forum for business leaders and IT professionals to address evolving cyber risks. N-able, known for its software solutions that support managed service providers and IT teams, is using Empower 2026 to put cybersecurity resilience front and center...
NasdaqGS:SANA
NasdaqGS:SANABiotechs

Is Sana Biotechnology (SANA) Ready to Balance FDA Scrutiny With Its Cash-Intensive Gene Therapy Vision?

Sana Biotechnology recently faced an analyst downgrade amid growing concerns about a tighter U.S. FDA regulatory framework for gene therapies, putting a spotlight on its cash usage and clinical progress ahead of its mid-March 2026 quarterly update. This combination of shifting regulation and divergent analyst opinions has intensified questions about how the company will balance scientific ambition with financial resilience. We’ll now examine how the analyst downgrade against a more stringent...
NasdaqGM:AVDL
NasdaqGM:AVDLPharmaceuticals

Assessing Avadel Pharmaceuticals (AVDL) Valuation As Shares Hover Near US$21 After Strong One Year Return

Avadel Pharmaceuticals (AVDL) has drawn investor attention after recent trading left the shares around $21.64, prompting fresh interest in how its narcolepsy focused portfolio and current fundamentals line up for long term holders. See our latest analysis for Avadel Pharmaceuticals. While the recent 1 day share price return of around 0.05% at US$21.64 and a 30 day share price return of 0.65% suggest only modest short term movement, the 1 year total shareholder return of 151.34% points to...
NasdaqGM:FIVN
NasdaqGM:FIVNSoftware

Should Five9’s Expanded Google AI CX Partnership Require Action From Five9 (FIVN) Investors?

Five9 recently expanded its partnership with Google Cloud, launching a joint Enterprise CX AI solution that integrates Five9’s Intelligent CX Platform with Google’s Gemini Enterprise and Vertex AI to enhance AI-driven customer experiences and operational agility across contact center workflows. This move deepens Five9’s ecosystem reach by pairing its contact center technology with Google’s AI capabilities, potentially strengthening its role in end-to-end, AI-augmented customer experience...
NYSE:HRL
NYSE:HRLFood

Is Hormel Foods (HRL) Now Attractive After Multi Year Share Price Declines

If you are wondering whether Hormel Foods shares are starting to look attractively priced or still have room to fall, the numbers behind the stock can offer some useful clues. The share price closed at US$23.44, with returns of a 6.6% decline over the last 7 days, a 0.3% decline over 30 days, roughly flat at 0.2% year to date, and declines of 14.2% over 1 year, 41.7% over 3 years, and 42.4% over 5 years. Recent headlines around Hormel Foods have focused on its position as a long established...
NYSE:CALX
NYSE:CALXCommunications

Calix Launches New Platforms As Valuation Suggests Upside Despite Weak Momentum

Calix (NYSE:CALX) has introduced HomeOfficeIQ for SmartHome, designed to keep home internet connections secure and running with cellular failover during outages. The company also released the next generation of Engagement Cloud, adding more advanced marketing automation, segmentation, and in-app engagement tools for service providers. Calix, trading at $52.02, sits in the communications equipment sector with a mixed return profile, including a 27.8% return over the past year and a 51.0%...
NYSE:AMRC
NYSE:AMRCConstruction

Is Ameresco’s (AMRC) New Solar Financing Capacity Quietly Recasting Its Long-Term Asset Ownership Strategy?

Ameresco recently completed additional long-term debt financing and transferred investment tax credits to support its solar photovoltaic and battery energy storage projects across the United States, bolstering financial flexibility for these large-scale assets. This combination of fresh financing capacity and tax credit monetization could strengthen Ameresco’s ability to advance complex solar-plus-storage developments and reinforce its position in integrated clean energy solutions. We’ll now...