U.S. Consumer Services Stock News

NasdaqGS:ARLP
NasdaqGS:ARLPOil and Gas

A Look At Alliance Resource Partners (ARLP) Valuation After Trump’s Coal Support Executive Order

Alliance Resource Partners (ARLP) moved into focus after President Donald Trump signed an executive order directing the Department of War to prioritize electricity purchases from coal fired plants and to commit US$175 million to upgrade six coal facilities. See our latest analysis for Alliance Resource Partners. The policy boost comes on top of steady market gains, with a 7 day share price return of 5.95% and a year to date share price return of 10.86%, while the 5 year total shareholder...
NasdaqGS:RARE
NasdaqGS:RAREBiotechs

Ultragenyx Pharmaceutical (RARE) TTM US$575 Million Loss Tests Bullish Profitability Narratives

Ultragenyx Pharmaceutical (RARE) just closed out FY 2025 with fourth quarter revenue of US$207 million and a basic EPS loss of US$1.29, while trailing twelve month revenue came in at US$673 million against a TTM basic EPS loss of US$5.83. The company has seen quarterly revenue move from US$164.9 million in Q4 2024 to US$207 million in Q4 2025, alongside quarterly basic EPS losses ranging between US$1.17 and US$1.81 over the year. For investors, the latest numbers keep the focus squarely on...
NasdaqGS:AMSC
NasdaqGS:AMSCElectrical

Is It Too Late To Consider American Superconductor (AMSC) After Its Recent Price Surge?

If you are wondering whether American Superconductor’s share price still makes sense at current levels, this article walks through what the numbers say about value rather than hype. The stock recently closed at US$34.26, with returns of 21.6% over 7 days, 9.6% over 30 days, 8.5% year to date, 9.9% over 1 year and a very large gain over 3 years, with a 5 year return of 31.9%. These moves have put American Superconductor back on many investors’ watchlists, as they reassess whether the current...
NYSE:KIM
NYSE:KIMRetail REITs

Kimco Realty Dividend Hike Meets Record Occupancy And Leasing Strength

Kimco Realty (NYSE:KIM) has approved a 4% increase to its quarterly common dividend for 2025. The company reported record overall portfolio occupancy for 2025. Kimco also recorded its highest quarterly new leasing volume in more than 10 years. Kimco Realty, a major owner of open air shopping centers, sits at the intersection of retail property and consumer spending trends. For investors following real estate income names, a 4% dividend increase from NYSE:KIM and record portfolio occupancy...
NYSE:QTWO
NYSE:QTWOSoftware

A Look At Q2 Holdings (QTWO) Valuation After Raised 2026 Guidance And Profitability Gains

Q2 Holdings (QTWO) just paired strong fourth quarter and full year 2025 results with fresh 2026 guidance, combining double digit revenue growth, higher profitability, and an updated outlook on subscription and AI driven digital banking services. See our latest analysis for Q2 Holdings. Despite the upbeat earnings and guidance, Q2 Holdings' recent share price performance has been weak. The 30 day share price return is 22.61% and the 90 day share price return is 26.53%, while the 1 year total...
NasdaqGS:QS
NasdaqGS:QSAuto Components

QuantumScape Edges Toward Commercial Scale With Eagle Line And Licensing Shift

QuantumScape launched its Eagle Line pilot production line, targeting scalable solid state battery output. The company integrated its Cobra manufacturing process into Eagle Line to support higher volume production. QuantumScape expanded agreements with major automotive OEMs and recorded its first customer billings. PowerCo shifted to a licensing only model with QuantumScape, changing the risk and capital mix of that relationship. The company moved into non automotive markets such as data...
NYSE:CBL
NYSE:CBLRetail REITs

CBL And Associates Properties (CBL) FFO Stability Supports Bullish Narratives On Earnings Quality

CBL & Associates Properties (CBL) has just posted its FY 2025 third quarter numbers, with total revenue of US$139.3 million, basic EPS of US$2.44, and net income of US$74.3 million setting the tone for the latest update. The company has seen revenue move from US$125.1 million in Q3 FY 2024 to US$139.3 million in Q3 FY 2025, while trailing twelve month basic EPS stands at US$4.06, alongside a net profit margin of 22.3% versus 6.1% a year earlier, helped by a US$131.2 million one off gain...
NasdaqCM:RCEL
NasdaqCM:RCELBiotechs

Avita Medical (RCEL) TTM US$48.6m Loss Tests Bullish Profitability Narratives

AVITA Medical (RCEL) has just wrapped up FY 2025 with Q4 revenue of US$17.6 million, a basic EPS loss of US$0.38, and net income loss excluding extra items of US$11.6 million, giving investors a clear read on how the year finished. Over recent quarters, the company has seen revenue range from US$17.1 million to US$18.5 million, while quarterly basic EPS losses have moved between US$0.38 and US$0.53 as management pushes ahead with commercial execution and product launches. For investors, the...
NYSE:AIZ
NYSE:AIZInsurance

Assurant Enters Real Estate With Home Warranty As Shares Screen Undervalued

Assurant, Inc. (NYSE:AIZ) launched Assurant Home Warranty through a partnership with Compass International Holdings. The move introduces Assurant into the real estate services space, offering home warranty products to agents and consumers. The rollout is tied to major real estate brands with a nationwide reach across the U.S. market. For investors watching NYSE:AIZ, this partnership links a long standing specialty insurance and protection company directly to the real estate transaction...
NYSE:ELAN
NYSE:ELANPharmaceuticals

Elanco Board Changes Raise Questions On Governance And Valuation

Elanco Animal Health (NYSE:ELAN) announced that founding Chairman R. David Hoover will retire from the board and will not stand for re election. Dr. Deborah Kochevar, chair of the Innovation, Science and Technology committee, will also conclude her board service and not stand for re election. The leadership transition marks a change in board oversight following Hoover's role in guiding the company through its IPO and early years as a public company. Elanco Animal Health focuses on medicines...
NYSE:APD
NYSE:APDChemicals

How Investors May Respond To Air Products (APD) Funding Dividends Amid Heavy Hydrogen Spending

Air Products and Chemicals paid its latest quarterly dividend of US$1.79 per share on February 9, 2026, extending a 44-year streak of annual dividend increases. However, dividend growth has slowed to around 1.1% and the company is relying on financing rather than free cash flow due to heavy hydrogen-related capital spending, raising questions about how long its dividend policy can be maintained on this basis. We’ll now examine how funding dividends through financing amid large hydrogen...
NYSE:PRMB
NYSE:PRMBBeverage

Assessing Primo Brands (PRMB) Valuation After Recent Share Price Weakness

Recent performance snapshot Primo Brands (PRMB) has seen mixed share performance recently, with a 0.8% decline over the past day and a 4.4% decline over the past week, alongside gains over the past month and the past 3 months. See our latest analysis for Primo Brands. At a share price of US$18.76, Primo Brands has experienced near-term weakness, with 1-week and 1-day share price declines. However, its year-to-date share price return of 15.9% and 3-year total shareholder return of 25.5%...
NYSE:EIX
NYSE:EIXElectric Utilities

Edison International (EIX) Valuation Check After Preferred Redemptions And Better Than Expected Q3 2025 Earnings

Edison International (EIX) is drawing fresh attention after moving to redeem its 5.375% Fixed-Rate Reset Cumulative Perpetual Preferred Stock, Series A, along with Southern California Edison’s Series K preference and related trust securities. See our latest analysis for Edison International. The preferred and trust security redemptions follow a strong run in Edison International’s common stock, with the share price at US$71.46 and recent momentum reflected in a 30 day share price return of...
NYSE:ARW
NYSE:ARWElectronic

A Look At Arrow Electronics (ARW) Valuation After Strong Q4, AI Infrastructure Growth And Expanded Citrix Partnership

Arrow Electronics (ARW) is back in focus after a strong fourth quarter, upbeat guidance for early 2026, and an expanded Citrix partnership that hands Arrow responsibility for all Citrix Service Providers in key regions. See our latest analysis for Arrow Electronics. Those fourth quarter numbers, upbeat first quarter 2026 guidance, and the expanded Citrix role have arrived alongside strong momentum. A 30 day share price return of 34.65% and a 1 year total shareholder return of 43.14% suggest...
NYSE:VOYG
NYSE:VOYGAerospace & Defense

Voyager Technologies (VOYG) Valuation Check After New NASA Contract And Bishop Airlock Patent

Voyager Technologies (VOYG) has moved back into focus after securing a sixth patent tied to its Bishop Airlock, a new NASA Johnson Space Center services contract, and continued progress on the Starlab commercial space station. See our latest analysis for Voyager Technologies. All this has come during a choppy period for the shares, with a 30 day share price return of 24.17% decline and a 90 day share price return of 31.05% gain. This suggests momentum has cooled recently after a stronger...
NYSE:GEL
NYSE:GELOil and Gas

Genesis Energy (GEL) Returns To Quarterly Profit As Loss Narratives Face New Test

Genesis Energy (GEL) has just wrapped up FY 2025 with fourth quarter revenue of US$440.8 million and basic EPS of US$0.04, alongside net income of US$5.0 million. Trailing 12 month figures show revenue of US$1.6 billion and a basic EPS loss of US$0.73. The company has seen quarterly revenue move from US$725.6 million in Q4 2024 to US$440.8 million in Q4 2025, with EPS shifting from a loss of US$0.58 per share to a small profit of US$0.04 per share over that period. Overall, the latest print...
NasdaqGS:ZBRA
NasdaqGS:ZBRAElectronic

Zebra Technologies (ZBRA) Margin Compression To 7.8% Reinforces Bearish Profitability Narratives

Zebra Technologies (ZBRA) has wrapped up FY 2025 with fourth quarter revenue of US$1,475 million and basic EPS of US$1.39. Trailing 12 month figures show total revenue of US$5.4 billion and basic EPS of US$8.24. Over the past six reported quarters, revenue has ranged from US$1,255 million to US$1,475 million and quarterly basic EPS has moved between US$1.39 and US$3.16. This gives investors a clear view of how sales and per share earnings have tracked alongside a trailing net margin that has...
NYSE:FVRR
NYSE:FVRRProfessional Services

A Look At Fiverr International (FVRR) Valuation After Share Price Drop And Earnings Expectations

Fiverr International (FVRR) is back in focus after a 6.78% share price decline, with attention shifting to its February 18, 2026 earnings report and expectations for year over year EPS growth. See our latest analysis for Fiverr International. That recent 6.78% drop sits within a weaker trend, with a 30 day share price return of 17.01% and a 1 year total shareholder return decline of 57.01%, pointing to fading momentum as earnings expectations move into focus. If Fiverr’s swings have you...
NYSE:GE
NYSE:GEAerospace & Defense

General Electric (GE) Valuation Check After Strong Long Term Shareholder Returns

General Electric (GE) shares trade around $315.41, following a mixed recent run that includes a small 1-day gain, a decline over the past week and month, and a positive performance over the past 3 months and 1 year. See our latest analysis for General Electric. That mixed short term share price performance sits against very strong long term total shareholder returns, with a 1 year total shareholder return of 52.31% and a very large 3 year gain that suggests momentum has been building over...
NasdaqGS:TSCO
NasdaqGS:TSCOSpecialty Retail

How Investors Are Reacting To Tractor Supply (TSCO) Dividend Hike And Sonia Syngal’s Board Appointment

Tractor Supply Company recently increased its annual dividend by US$0.04 to US$0.96 per share for 2026, its 17th consecutive yearly raise, and added former Gap Inc. CEO Sonia Syngal as an independent director, expanding the Board to 10 members. The combination of a long-running pattern of dividend growth and Syngal’s deep retail and supply chain expertise could meaningfully shape how Tractor Supply balances shareholder returns with operational priorities. We’ll now explore how the latest...
NYSE:PCG
NYSE:PCGElectric Utilities

PG&E (PCG) Net Margin Steady At 10.4% Reinforces Profitability Narratives

PG&E (PCG) closed out FY 2025 with fourth quarter revenue of US$6.8 billion, basic EPS of US$0.29 and net income of US$642 million, capping a trailing 12 month run of US$24.9 billion in revenue, EPS of US$1.18 and net income of US$2.6 billion. Over the past few quarters, the company has seen revenue move from US$6.0 billion in Q1 2025 to US$6.8 billion in Q4, alongside quarterly EPS ranging between US$0.24 and US$0.37. Trailing net margin sits at 10.4% versus 10.1% a year earlier, giving...
NYSE:AMH
NYSE:AMHResidential REITs

Assessing American Homes 4 Rent (AMH) Valuation After Recent Soft Momentum And Modest Long Term Returns

Understanding American Homes 4 Rent’s recent performance snapshot American Homes 4 Rent (AMH) has recently drawn investor interest after a period where the share price showed a small gain over the past month, alongside a modest decline over the past 3 months. At a last close of US$31.62, AMH sits against a 1 year total return of a 7.0% decline, while the 3 year total return stands at 3.9% and the 5 year total return at 13.8%. See our latest analysis for American Homes 4 Rent. Recent share...
NYSE:FOR
NYSE:FORReal Estate

How Forestar’s Rising Spotlight As a Housing Land Pure Play At Forestar Group (FOR) Has Changed Its Investment Story

In recent days, Forestar Group, the D.R. Horton–controlled residential land developer, has drawn increased investor attention as a pure-play way to access U.S. housing-related land assets, even as its lot sales have fallen an average 26.8% over the past two years and cash burn has raised sustainability questions. This renewed focus highlights a tension between Forestar’s appeal as a “boring but powerful” housing-cycle exposure and investor concerns over weaker demand, stagnant returns on...
NYSE:MSC
NYSE:MSCHospitality

Studio City International Holdings (NYSE:MSC) Loss Reduction Trend Tests Bearish Narratives After Q3 Results

Studio City International Holdings (NYSE:MSC) has just reported third quarter FY 2025 results, posting revenue of US$182.5 million with a basic EPS loss of US$0.10, while trailing 12 month revenue sits at US$687.1 million against a full year EPS loss of US$0.34. Over recent quarters, revenue has moved from US$161.5 million in Q2 2024 to US$152.9 million in Q4 2024, then to US$161.7 million in Q1 2025, US$190.1 million in Q2 2025 and US$182.5 million in Q3 2025, with EPS losses ranging between...