U.S. Consumer Services Stock News

NYSE:DOCS
NYSE:DOCSHealthcare Services

Doximity (DOCS) Is Down 9.8% After New AI Spend, Buyback Plan And Guidance Update – Has The Bull Case Changed?

In early February 2026, Doximity reported third‑quarter 2025 results showing sales of US$185.05 million and net income of US$61.56 million, updated full‑year revenue guidance to about US$642.5–643.5 million, and authorized a new US$500 million share repurchase program after completing a prior US$417.04 million buyback. While revenue and nine‑month earnings rose year over year, quarterly profit per share dipped as management cited delayed pharmaceutical budgets and higher AI infrastructure...
NasdaqGS:CART
NasdaqGS:CARTConsumer Retailing

Is It Time To Reassess Maplebear (CART) After A 28.8% One Year Share Price Fall

If you are wondering whether Maplebear is attractively priced or not, this article will walk through what the current share price might be implying about its underlying value. Over the short term, the stock has moved around, with a 4.8% return over the last 7 days, an 11.2% decline over 30 days, and a 17.3% decline year to date, while the 1 year return sits at a 28.8% decline from a last close of US$36.30. Recent coverage of Maplebear has focused on its role within the consumer retailing...
NYSE:ABM
NYSE:ABMCommercial Services

ABM Industries Deepens Semiconductor Push With WGNSTAR Deal And New Leaders

ABM Industries (NYSE:ABM) is expanding further into semiconductor and high tech services with the acquisition of WGNSTAR, a specialist in cleanroom operations and production tool management. The company has also announced major leadership changes, including key internal promotions, signaling an emphasis on higher margin engineering and technical services. These moves come as ABM refines its service mix toward more specialized offerings within critical manufacturing environments. For...
NYSE:CTRE
NYSE:CTREHealth Care REITs

CareTrust REIT (CTRE) Earnings Growth Challenges Cautious Narratives On Dilution And Dividend Coverage

CareTrust REIT (CTRE) FY 2025 earnings snapshot CareTrust REIT (CTRE) has just wrapped up FY 2025 with fourth quarter revenue of US$134.9 million and basic EPS of US$0.50, rounding out a trailing twelve month revenue line of US$476.4 million and EPS of US$1.57. Over the past few reported periods, revenue has moved from US$86.9 million in Q4 2024 to US$134.9 million in Q4 2025, while quarterly basic EPS shifted from US$0.29 to US$0.50. The trailing net profit margin was reported at 67.3%,...
NYSE:LNC
NYSE:LNCInsurance

Lincoln National Q3 Margin Recovery Reinforces Bullish Valuation Narratives

Lincoln National’s FY 2025 Earnings Snapshot Lincoln National (LNC) has just put fresh numbers on the table, with Q3 FY 2025 revenue of US$4.6 billion and basic EPS of US$2.15 setting the tone for its latest update. The company has seen quarterly revenue move from US$4.2 billion in Q3 FY 2024 to US$4.6 billion in Q3 FY 2025, while basic EPS has swung from a loss of US$3.29 to a profit of US$2.15 over the same period. This highlights how reported earnings have shifted across the past year...
NYSE:TOST
NYSE:TOSTDiversified Financial

Toast (TOST) Margin Breakthrough Reinforces Bullish Profitability Narratives

Toast FY 2025 earnings snapshot Toast (TOST) reported first half FY 2025 revenue of US$2.9b with basic EPS of US$0.24, setting the tone for a year where profitability is firmly in focus. The company has seen revenue move from US$2.3b in the first half of 2024 to US$2.6b in the second half and then to US$2.9b in the first half of 2025. Over the same periods, basic EPS shifted from a loss of US$0.13 in early 2024 to US$0.16 and then US$0.24. With trailing net margins now higher than a year ago...
NYSE:IBP
NYSE:IBPConsumer Durables

Installed Building Products (IBP) Valuation Check After Acquisition Debt Refinance And Credit Rating Upgrade

Why Installed Building Products stock is back in focus Installed Building Products (IBP) has come back into focus after acquiring Thermo-Tech Mechanical Insulation, completing a $500 million notes offering to refinance debt and extend credit, and receiving a credit rating upgrade. See our latest analysis for Installed Building Products. Those moves come on top of strong recent share price momentum, with a 30 day share price return of 12.5%, a 90 day return of 37.4%, and a 1 year total...
NasdaqGS:MCHP
NasdaqGS:MCHPSemiconductor

Microchip Technology Targets Edge AI Servers And EVs With New Push

Microchip Technology expanded its edge AI solutions for microcontrollers and microprocessors, adding real-time inferencing for use cases such as electrical arc fault detection, predictive maintenance, and on-device identity verification. The company introduced a new highly integrated power module aimed at AI server applications. Microchip also announced a collaboration with Hyundai Motor Group to integrate its 10BASE-T1S Single Pair Ethernet technology into next generation vehicles. For...
NasdaqGS:DORM
NasdaqGS:DORMAuto Components

A Look At Dorman Products (DORM) Valuation After Product Expansion And SuperATV Acquisition

Why Dorman Products (DORM) Is Back on Investor Radars Dorman Products (DORM) has drawn fresh attention after rolling out hundreds of new direct replacement parts, completing the SuperATV acquisition, and launching a redesigned e-commerce focused website that collectively widen its reach in the auto aftermarket. See our latest analysis for Dorman Products. At a share price of US$131.17, Dorman Products has logged a 4.02% 1 month share price return and a 5.70% year to date share price return...
NasdaqGM:ATAI
NasdaqGM:ATAIPharmaceuticals

Is It Time To Reassess AtaiBeckley (ATAI) After Recent Biotech Sector Volatility?

If you are wondering whether AtaiBeckley is still attractively priced after its recent run, this article will walk you through what the current share price might be implying about its value. The stock closed at US$3.57, with a 7 day return of a 5.3% decline and a 30 day return of a 4.0% decline, while the 1 year and 3 year returns of 55.2% and 88.9% put the recent weakness into a longer term context. Recent headlines around AtaiBeckley have focused on its positioning within the...
NasdaqGS:PODD
NasdaqGS:PODDMedical Equipment

The Bull Case For Insulet (PODD) Could Change Following Middle East Omnipod 5 Ecosystem Expansion - Learn Why

Insulet Corporation recently expanded its Omnipod 5 Automated Insulin Delivery System into Saudi Arabia, Kuwait, Qatar, and the UAE, and introduced its Omnipod Discover data analytics platform, following the announcement at the Emirates Diabetes and Endocrine Congress in Dubai. This move broadens Insulet’s international footprint while pairing hardware and software to offer an integrated diabetes management ecosystem tailored for patients, caregivers, and clinicians. We’ll now examine how...
NasdaqGS:NDAQ
NasdaqGS:NDAQCapital Markets

A Look At Nasdaq (NDAQ) Valuation After Launch Of Private Capital Indexes

Why Nasdaq’s new private capital indexes matter for stock investors Nasdaq (NDAQ) has launched its Nasdaq Private Capital Indexes, a new benchmarking suite built on data from more than 14,000 private market funds representing over US$11.4b in global assets under management. See our latest analysis for Nasdaq. The launch of the private capital indexes comes as Nasdaq’s 1‑month share price return of 20.59% and year to date share price return of 17.78% show pressure building after a weaker run,...
NasdaqGS:SAIC
NasdaqGS:SAICProfessional Services

Has The Pullback In Science Applications International (SAIC) Opened A Valuation Opportunity?

If you are wondering whether Science Applications International is starting to look interesting at current levels, this article will walk through what that price actually implies for its underlying value. The stock closed at US$86.61, with returns of an 11.9% decline over the past 7 days, a 19.9% decline over 30 days, a 14.4% decline year to date and a 13.0% decline over 1 year, as well as a roughly flat 0.1% gain over 5 years, which may have shifted how investors see its risk and potential...
NasdaqCM:IMUX
NasdaqCM:IMUXBiotechs

A Look At Immunic (IMUX) Valuation After CEO Transition MS Data And US$200m Financing

Immunic (IMUX) has been in focus after a busy stretch, with board and leadership changes, fresh clinical data in multiple sclerosis, and a large private placement that brought in new and existing institutional investors. See our latest analysis for Immunic. The recent CEO transition plan, fresh MS data and the US$200.0m private placement appear to have coincided with sharp short term momentum, with a 7 day share price return of 47.18% and year to date share price return of 56.52%. This is set...
NasdaqCM:SGML
NasdaqCM:SGMLMetals and Mining

A Look At Sigma Lithium (SGML) Valuation After New Lithium Offtake Deal And Regulatory Clearance

Sigma Lithium (SGML) has moved back into focus after agreeing to sell 150,000 tonnes of high purity lithium fines at US$140 per tonne, with additional volume and customer prepayments tied to resumed production. See our latest analysis for Sigma Lithium. These contracts arrive after a volatile period for the stock, with a 7 day share price return of 9.25% but a 30 day share price decline of 19.53%. The 90 day share price return of 120.30% and 1 year total shareholder return of 18.25% contrast...
NasdaqGS:CLBK
NasdaqGS:CLBKBanks

Columbia Financial Northfield Merger Puts Focus On Growth And Execution Risks

Columbia Financial, NasdaqGS:CLBK, has announced an agreement to acquire Northfield in a significant merger deal. The transaction is expected to combine two established regional banking franchises and materially change Columbia Financial's business profile. Investors are watching the deal for its potential impact on Columbia Financial's operations, balance sheet mix, and market reach. For shareholders, the news arrives with Columbia Financial shares at $18.41 and a mixed return profile. The...
NasdaqGS:PACB
NasdaqGS:PACBLife Sciences

Pacific Biosciences Of California (PACB) Q4 Losses Highlight Ongoing Profitability Concerns Despite Revenue Base

Pacific Biosciences of California (PACB) just wrapped up FY 2025 with Q4 revenue of about US$44.6 million and a basic EPS loss of US$0.13, alongside a full year trailing revenue base of roughly US$160.0 million and a trailing basic EPS loss of US$1.82. Over recent quarters, the company has seen revenue move from US$39.2 million in Q4 2024 to US$44.6 million in Q4 2025. Quarterly basic EPS has shifted from a small profit of US$0.01 in Q4 2024 to losses between US$0.13 and US$1.44 across FY...
NYSE:SBR
NYSE:SBROil and Gas

What Sabine Royalty Trust (SBR)'s Lower Payout and February Volume Drop Means For Shareholders

Sabine Royalty Trust recently reported that its February 2026 production fell to 45,316 barrels of oil and 1,026,714 Mcf of gas, while Argent Trust Company declared a lower monthly cash distribution of US$0.283370 per unit, payable on February 27, 2026. This combination of weaker production volumes and a reduced payout directly affects the income profile that many unitholders watch closely for this royalty trust. Next, we’ll examine how the reduced cash distribution reshapes Sabine Royalty...
NasdaqGS:LILA
NasdaqGS:LILATelecom

Assessing Liberty Latin America (LILA) Valuation After A Recent Share Price Pullback

What Liberty Latin America’s Recent Performance Signals for Investors Liberty Latin America (LILA) has drawn fresh attention after a mixed run in its share price, with a 3.5% decline over the past week, in contrast with gains over the month and year to date. See our latest analysis for Liberty Latin America. While the 3.5% 1-day and 7-day share price declines suggest momentum has cooled recently, Liberty Latin America still shows a positive year to date share price return, even though its...
NasdaqGS:FSLY
NasdaqGS:FSLYIT

Fastly Turnaround Raises Questions On AI Growth And Litigation Risks

Fastly reported strong fourth quarter results and its first profitable year, marking a major business turnaround. Growth in network services, security, and AI related demand contributed to record performance in key parts of the business. The company is increasing its involvement in agentic AI markets while securities litigation related to alleged misrepresentation by the former CEO continues. Fastly, traded as NasdaqGS:FSLY, sits at a current share price of $18.26 after a sharp move, with...
NYSE:FIX
NYSE:FIXConstruction

Why Comfort Systems USA (FIX) Is Up 8.8% After AI Data Center Backlog Hits $9.38 Billion

In recent months, Comfort Systems USA has reported very strong demand for AI data center buildouts, beating third-quarter revenue and earnings estimates and growing its project backlog to US$9.38 billion, while also preparing to release its fourth-quarter and full-year 2025 results after markets closed on February 19, 2026. Despite aggressive insider selling by senior executives, investors have focused on the company’s rapidly expanding backlog and improving returns on capital, which many...
NYSE:MH
NYSE:MHConsumer Services

McGraw Hill CEO Shift Highlights AI Push And Valuation Question

McGraw Hill (NYSE:MH) has appointed Philip Moyer as President and CEO, succeeding Simon Allen. The company is accelerating its push into AI powered education tools, gaining market share in higher education. McGraw Hill has been recognized as a leading user of AI in education and is rolling out new AI platforms with a focus on STEM. For investors watching NYSE:MH, the leadership transition comes as the company leans further into digital and AI centered offerings. The stock last closed at...
NasdaqGS:FLNC
NasdaqGS:FLNCElectrical

Why Fluence Energy (FLNC) Is Down 5.0% After Reaffirming Guidance Despite Wider Quarterly Losses

In early February 2026, Fluence Energy reported past first-quarter results showing revenue rising to US$475.23 million from US$186.79 million a year earlier, while net loss widened to US$45.07 million and loss per share increased to US$0.34. The company also reaffirmed its full-year 2026 revenue guidance of about US$3.20 billion to US$3.60 billion, underpinned by a fully covered backlog and over US$750 million in new orders, even as project cost overruns pressured margins. We’ll now...
NasdaqGS:ON
NasdaqGS:ONSemiconductor

Is ON Semiconductor (ON) Fairly Priced After Recent Share Price Strength?

If you are wondering whether ON Semiconductor is priced attractively right now, it helps to step back and look at how the current share price lines up with different valuation checks. The stock last closed at US$72.21, with returns of 10.8% over 7 days, 19.2% over 30 days, 27.4% year to date, 39.3% over 1 year, an 11.8% decline over 3 years, and 72.5% over 5 years. Recent price action has been shaped by ongoing investor interest in semiconductor names and how they might fit into themes such...