U.S. Consumer Services Stock News

NYSE:CNS
NYSE:CNSCapital Markets

Is Cohen & Steers’ (CNS) Mutual-Fund-to-ETF Shift Redefining Its Active ETF Growth Ambitions?

Cohen & Steers has already moved to convert its actively managed Future of Energy mutual fund into an exchange-traded fund, aligning the product with the ETF structure favored by many investors. This shift underscores how even historically mutual-fund-focused managers are repositioning their product lineups as mutual-fund-to-ETF conversions reached a record level in 2025. Next, we’ll examine how converting the Future of Energy Fund into an ETF could influence Cohen & Steers’ active ETF...
NasdaqGS:TXG
NasdaqGS:TXGLife Sciences

Shrinking TTM Loss At 10x Genomics (TXG) Tests Bearish Earnings Narratives

10x Genomics FY 2025 earnings snapshot 10x Genomics (TXG) closed FY 2025 with Q4 revenue of US$166.0 million and a basic EPS loss of US$0.13, alongside trailing twelve month revenue of US$642.8 million and a TTM EPS loss of US$0.35 that keeps the focus squarely on the income statement. Over recent quarters the company has seen revenue range between US$149.0 million and US$172.9 million per quarter, with basic EPS swinging from a profit of US$0.28 in Q2 2025 to losses of US$0.28 in Q1, US$0.22...
NasdaqGS:HCSG
NasdaqGS:HCSGCommercial Services

A Look At Healthcare Services Group (HCSG) Valuation After 2025 Beat And New $75 Million Buyback

Healthcare Services Group (HCSG) is back in focus after beating its own 2025 targets for revenue, earnings, and cash flow, wrapping up a $50 million buyback early and approving a fresh $75 million repurchase plan. See our latest analysis for Healthcare Services Group. The latest earnings beat, fresh 2026 guidance and new buyback plan appear to have reset expectations. A 24.44% year to date share price return and a 99.17% 1 year total shareholder return point to rebuilding momentum after...
NasdaqGS:PFBC
NasdaqGS:PFBCBanks

A Look At Preferred Bank (PFBC) Valuation After Earnings Beat And Rising Institutional Ownership

Why Preferred Bank Stock Is Back on Investor Radar Preferred Bank (PFBC) has attracted fresh attention after quarterly earnings came in ahead of consensus expectations, paired with increased institutional interest, including a larger position from the New York State Common Retirement Fund. See our latest analysis for Preferred Bank. Despite the recent earnings beat and higher institutional ownership, Preferred Bank’s 1-month share price return of a 4.61% decline and year-to-date share price...
NasdaqGS:APA
NasdaqGS:APAOil and Gas

Does APA's (APA) Reaffirmed Dividend Hint At Durable Cash Discipline Or Limited Reinvestment Ambition?

In early February 2026, APA Corporation’s board declared a regular cash dividend of US$0.25 per common share, payable on May 22, 2026, to shareholders of record as of April 22, 2026. This reaffirmed payout underlines APA’s continued emphasis on cash returns to investors even as analysts anticipate softer near-term earnings and revenue. We’ll now examine how this reaffirmed dividend fits into APA’s broader investment narrative, including cost discipline, capital returns, and upcoming...
NasdaqGS:CZR
NasdaqGS:CZRHospitality

Caesars Entertainment Expands Flamingo And Tahoe Resorts With Undervalued Shares

Caesars Entertainment (NasdaqGS:CZR) has announced a substantial renovation and expansion of the Flamingo Las Vegas, one of its flagship properties on the Strip. The company is also moving into the second phase of the transformation at Caesars Republic Lake Tahoe, further reshaping its resort footprint in that market. Both projects focus on upgrading guest experience and facilities at core assets in Caesars Entertainment’s hospitality and gaming portfolio. For investors, these projects...
NasdaqGS:NVAX
NasdaqGS:NVAXBiotechs

Novavax (NVAX) Is Up 5.5% After Easing Inflation Boosts Interest In Protein-Based Vaccines

In recent days, Novavax drew fresh attention as investors reacted to softer-than-expected U.S. inflation data and growing interest in its protein-based vaccine platform as an alternative to mRNA technologies. This combination of macroeconomic optimism and focus on Novavax’s differentiated vaccine approach has highlighted the company’s role as a higher-risk, biotech underdog in a competitive vaccine landscape. Against this backdrop of easing inflation and renewed interest in its vaccine...
NYSE:DAR
NYSE:DARFood

Does Darling Ingredients (DAR) Improving Margins Offset Pressure From Diamond Green Diesel Profitability?

Darling Ingredients Inc. has reported fourth-quarter 2025 revenue of US$1,709.8 million, up from US$1,417.69 million a year earlier, while quarterly net income fell to US$56.94 million and full-year net income dropped to US$62.8 million despite higher annual sales of US$6,135.88 million. Behind these headline figures, the company delivered adjusted EBITDA above expectations with sequential gross margin improvement, suggesting its core ingredients operations helped offset weaker profitability...
NasdaqGS:IOSP
NasdaqGS:IOSPChemicals

Assessing Innospec (IOSP) Valuation After Analyst Upgrade And Insider Share Purchase

Innospec (IOSP) has come into focus after a research firm shifted its recommendation to buy and a company director added to their holdings, developments that may be shaping recent trading and investor interest. See our latest analysis for Innospec. Recent trading reflects a mixed picture, with the share price at US$86.58 after a 30 day share price return of 7.09% and a 90 day share price return of 16.86%. However, the 1 year total shareholder return is an 18.23% loss, suggesting that shorter...
NYSE:FLO
NYSE:FLOFood

Flowers Foods (FLO) Quarterly Loss And 1.6% Margin Test Bullish Earnings Narratives

Flowers Foods (FLO) just posted fourth quarter FY 2025 revenue of US$1.2b with a basic EPS loss of US$0.32, while trailing twelve month EPS came in at US$0.40 on revenue of US$5.3b. The company has seen quarterly revenue move from US$1.1b and EPS of US$0.20 in Q4 2024 to US$1.2b and EPS of US$0.19 in Q3 2025 before the latest quarterly loss, setting up a results season where investors are weighing weak reported profitability against forecasts for stronger earnings ahead. With net profit...
NYSE:ARMK
NYSE:ARMKHospitality

How Investors Are Reacting To Aramark (ARMK) Reaffirmed 2026 Guidance And Buybacks Amid Mixed Q1 Results

In the past week, Aramark reported first‑quarter fiscal 2026 results showing sales of US$4,831.55 million, higher than a year earlier, while net income and earnings per share from continuing operations were slightly lower; the company also completed a US$168.56 million buyback program and affirmed a quarterly dividend of US$0.12 per share. Management reiterated full‑year 2026 guidance, including expected revenue between US$19.55 billion and US$19.95 billion and mid‑single‑digit organic...
NasdaqGS:WDC
NasdaqGS:WDCTech

Is Western Digital (WDC) Still Attractive After Its 447% One-Year Share Price Surge

If you are wondering whether Western Digital shares are still reasonably priced after their recent run, or if the value case has already played out, this article walks through what the current price might be indicating. The stock closed at US$281.58, with a 0.4% decline over the last 7 days, a 31.0% gain over 30 days, a 50.0% gain year to date, a 447.0% gain over 1 year and an increase of about 8x over 3 years, with the 5 year return also described as very large. These moves sit against a...
NYSE:IT
NYSE:ITIT

Gartner (IT) Margin Reset To 11.2% Challenges Bullish Earnings Narratives

Gartner FY 2025 earnings snapshot Gartner (IT) has wrapped up FY 2025 with Q4 revenue of US$1.8b and basic EPS of US$3.36, alongside net income of US$242.2m, setting the tone for how investors will read the year as a whole. Over recent quarters, the company has seen revenue move from US$1.5b in Q1 2025 to US$1.7b in Q2 and US$1.5b in Q3. Basic EPS has ranged from US$2.73 to US$3.36 across the year, giving you a clear view of how earnings are tracking through the cycle. With trailing net...
NYSE:PINE
NYSE:PINEREITs

How Investors Are Reacting To Alpine Income (PINE) Balancing Higher Dividends With Losses And Cheaper Credit

In early February 2026, Alpine Income Property Trust reported full-year 2025 results showing higher sales and revenue but a net loss, while simultaneously amending and expanding its unsecured credit facility and announcing both a higher common dividend and a declared preferred dividend payable on March 31, 2026. Together, the return to a loss-making position alongside a 5.3% common dividend increase and cheaper, longer-dated credit lines raises important questions about how Alpine is...
NYSE:KNSL
NYSE:KNSLInsurance

Kinsale Capital Group Q4 Combined Ratio Of 71.7% Reinforces Quality Underwriting Narrative

Kinsale Capital Group (KNSL) has wrapped up FY 2025 with fourth quarter revenue of US$483.3 million and EPS of US$6.01, underpinned by net income of US$138.6 million and a combined ratio of 71.7%. The company has seen quarterly revenue move from US$412.1 million in Q4 2024 to US$423.4 million in Q1 2025, US$469.8 million in Q2, US$497.5 million in Q3 and US$483.3 million in Q4 2025. EPS shifted from US$4.71 in Q4 2024 through US$3.85, US$5.79 and US$6.12 across the first three quarters of...
NasdaqGS:CORZ
NasdaqGS:CORZSoftware

Core Scientific (CORZ) Is Up 6.1% After Broker Highlights HPC Leasing Shift Has The Bull Case Changed?

In early February 2026, Keefe, Bruyette & Woods reiterated an Outperform rating on Core Scientific, highlighting its ongoing transition away from bitcoin mining toward leasing high-performance computing capacity. The broker pointed to expected updates on Core Scientific’s high-performance computing pipeline and potential new leasing deals as key reasons for renewed investor attention on the company’s evolving business model. We’ll now examine how this focus on expanding high-performance...
NYSE:VLO
NYSE:VLOOil and Gas

Is Valero Energy (VLO) Still Attractive After A 52% One Year Share Price Surge?

If you are wondering whether Valero Energy is still good value after its recent run, you are not alone. This article looks squarely at what you are paying for each dollar of the business. The share price closed at US$200.17, with returns of 7.3% over 30 days, 21.1% year to date, 52.3% over 1 year and 69.2% over 3 years, while the last 7 days showed a 1.2% decline. Recent headlines around Valero Energy have centered on its role as a large US refiner and how investors are weighing fuel demand...
NasdaqGS:FHB
NasdaqGS:FHBBanks

Assessing First Hawaiian (FHB) Valuation After Recent Share Price Swings

First Hawaiian (FHB) has drawn investor attention after recent share price swings, including a small 1 day gain alongside a decline over the past week, prompting closer focus on its fundamental profile. See our latest analysis for First Hawaiian. That small 0.8% 1 day share price gain sits against a softer 7 day share price return of a 3.4% decline, while a 90 day share price return of 8.5% and 1 year total shareholder return of 1.2% point to modest, but still positive, longer term...
NYSE:RPT
NYSE:RPTMortgage REITs

Rithm Property Trust (RPT) Q3 Revenue Of US$3.6 Million Tests Bullish Growth Narratives

Rithm Property Trust (RPT) has put out its latest FY 2025 numbers with third quarter total revenue of US$3.6 million and basic EPS of a US$0.21 loss, following second quarter revenue of US$4.7 million with EPS of US$0.08. Over recent quarters, the company has seen revenue move from US$5.4 million in Q4 2024 to a US$0.9 million loss in Q1 2025, alongside EPS shifting from US$0.35 to a US$0.49 loss. This leaves investors weighing how much of the current earnings profile reflects temporary...
NYSE:QSR
NYSE:QSRHospitality

Restaurant Brands International (QSR) Margin Compression Challenges Bullish Profitability Narrative

Restaurant Brands International (NYSE:QSR) closed out FY 2025 with Q4 revenue of US$2.5b and basic EPS of US$0.69, while trailing twelve month revenue came in at US$9.4b with EPS of US$2.74. Over recent periods, revenue has moved from US$2.3b in Q4 2024 to US$2.5b in Q4 2025, and trailing EPS has shifted from US$3.20 to US$2.74, giving investors a clear read on both the top line and per share earnings trend as the year wrapped up. With a trailing net profit margin of 9.6% versus 12.1% the...
NYSE:NUS
NYSE:NUSPersonal Products

Nu Skin Enterprises (NUS) Return To Profitability Challenges Longstanding Bearish Narratives

Nu Skin Enterprises (NUS) has just reported its FY 2025 numbers with fourth quarter revenue of US$370.3 million and basic EPS of US$0.30, alongside full year trailing twelve month revenue of about US$1.6 billion and basic EPS of US$2.21. Over recent quarters, revenue has moved from US$445.6 million and basic EPS of a loss of US$0.73 in Q4 2024 to US$364.5 million with EPS of US$2.16 in Q1 2025, then US$386.1 million and US$0.43 in Q2, US$364.2 million and US$0.35 in Q3, and now US$370.3...
NYSE:BIRK
NYSE:BIRKLuxury

Birkenstock Q1 Beat, Retail Expansion And Buyback Contrast With Weak Share Price

Birkenstock Holding (NYSE:BIRK) reported robust first quarter revenue growth that exceeded its full year guidance. The company highlighted broad based strength across regions, with especially rapid expansion in APAC. Birkenstock continued to grow its global retail footprint and advanced its push toward four season footwear offerings. Management approved a new €200 million share repurchase program, signaling confidence in the brand and balance sheet. Birkenstock comes into this update with...
NYSE:KEYS
NYSE:KEYSElectronic

Assessing Keysight Technologies (KEYS) Valuation After The SOS Enterprise Platform Launch

Keysight Technologies (KEYS) is drawing fresh attention after launching SOS Enterprise, an advanced engineering data management platform aimed at automating governance, traceability, compliance, and AI readiness across complex, multi site semiconductor and electronics workflows. See our latest analysis for Keysight Technologies. The SOS Enterprise launch lands at a time when momentum in Keysight’s share price has been building, with a 30 day share price return of 11.51% and a 90 day share...
NasdaqCM:APPS
NasdaqCM:APPSSoftware

A Look At Digital Turbine (APPS) Valuation After Raised 2026 Guidance And Return To Quarterly Net Income

Digital Turbine (APPS) is back on investors’ radar after raising its 2026 revenue outlook to US$553 million to US$558 million and reporting third quarter results that showed a shift from a net loss to net income. See our latest analysis for Digital Turbine. The recent guidance hike and return to quarterly net income have arrived during a weak patch for the stock, with a 30 day share price return of a 20.04% decline and a 1 year total shareholder return of a 32.31% loss indicating that...