U.S. Consumer Services Stock News

NYSE:HIW
NYSE:HIWOffice REITs

Highwoods Properties Equity Raise Signals Flexibility And Valuation Gap Opportunity

Highwoods Properties (NYSE:HIW) has launched a $300 million follow on equity offering. The company has also filed a mixed securities shelf registration covering common stock, preferred stock, and depositary shares. Management plans to use the proceeds to support growth projects, potential acquisitions, and general corporate purposes. Highwoods Properties focuses on owning, developing, and managing office properties in several key Sunbelt business districts. This region has attracted tenant...
NYSE:NI
NYSE:NIIntegrated Utilities

NiSource (NI) Is Up 5.1% After Amazon Power Deal And $28 Billion Grid Plan - Has The Bull Case Changed?

Earlier this week, NiSource reported strong fourth-quarter and full-year 2025 results, beating earnings expectations, reaffirming 2026 EPS guidance of US$2.02–US$2.07, and outlining a US$28.00 billion 2026–2030 investment plan heavily focused on utility modernization and data center-related infrastructure. The company also disclosed a long-term agreement to supply up to 2,400 MW of power to Amazon’s data centers by 2032, a deal it expects will return about US$1.00 billion in value to Indiana...
NasdaqGS:XP
NasdaqGS:XPCapital Markets

XP (NasdaqGS:XP) Margin Expansion To 29.1% Tests Cautious Growth Narratives

XP (NasdaqGS:XP) just wrapped up FY 2025 with fourth quarter revenue of R$4.8b and basic EPS of R$2.46, framed by trailing twelve month revenue of R$17.8b and EPS of R$9.80 as earnings grew 14.5% over the past year. The company has seen quarterly revenue move from R$4.12b and EPS of R$2.21 in Q3 2024 to R$4.81b and EPS of R$2.51 in Q3 2025, with full year earnings running alongside a 29.1% net profit margin that compares to 27.8% in the prior year. This gives investors a clearer read on how...
NYSE:EOG
NYSE:EOGOil and Gas

EOG Resources (EOG) Is Up 6.2% After Expanding Shale Drilling Into UAE And Bahrain

EOG Resources has recently begun drilling in a shale play in the United Arab Emirates and is preparing to drill in Bahrain, extending its hydraulic fracturing expertise into new Middle Eastern basins beyond its traditional U.S. footprint. This overseas push into unconventional resources marks a meaningful shift in how EOG diversifies its reserve base and operational exposure outside maturing domestic shale plays. We’ll now examine how EOG’s move into Middle Eastern shale, including new...
NasdaqGS:RPRX
NasdaqGS:RPRXPharmaceuticals

Royalty Pharma (RPRX) Valuation Check After Strong Portfolio Growth And 2026 Guidance Update

Royalty Pharma (RPRX) shares are in focus after the company reported double digit portfolio receipts growth, better than expected adjusted earnings, and issued 2026 guidance along with plans for further capital returns. See our latest analysis for Royalty Pharma. The latest earnings and guidance arrive after a strong run in the share price, with a 30 day share price return of 12.38% and a 1 year total shareholder return of 43.17%. This suggests momentum has been building as the market...
NasdaqGS:ROAD
NasdaqGS:ROADConstruction

Is It Too Late To Consider Construction Partners (ROAD) After A 73% One Year Surge

If you are wondering whether Construction Partners is still reasonably priced after its recent run, this article walks through what the current share price might be implying about value. The stock last closed at US$133.93, with returns of 5.4% over 7 days, 17.8% over 30 days, 19.4% year to date and 72.6% over 1 year. The 3 year return is very large and the 5 year return is also very large. Recent attention around Construction Partners has focused on its role as a road construction and...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

Is BWXT’s New Digital Center And CDO Appointment Rewiring Its Nuclear Defense Investment Story (BWXT)?

BWX Technologies recently opened an 11,600-square-foot Digital Center in Melbourne, Florida and appointed Kurt Bender as senior vice president and chief digital officer to lead its integrated digital strategy across operations in the U.S., Canada and the U.K. Together with plans for a new high purity depleted uranium plant in Tennessee, these moves highlight BWXT’s push to deepen its role in nuclear defense while embedding AI, automation and cybersecurity across its operations. We’ll now...
NYSE:CURB
NYSE:CURBRetail REITs

Curbline Properties (CURB) Valuation Check After 8 Million Share Public Offering For Growth And Debt Repayment

Curbline Properties (CURB) has moved ahead with an underwritten public offering of 8,000,000 common shares, working with Morgan Stanley and BofA Securities to raise capital for general corporate uses, including property acquisitions and debt repayment. See our latest analysis for Curbline Properties. At a share price of $26.20, Curbline’s short term share price return of 3.3% over the last day and 9.2% over the past month sits within a broader year to date share price return of 13.3% and a 1...
NYSE:MOD
NYSE:MODBuilding

Assessing Modine Manufacturing (MOD) Valuation After Strong Recent Share Price Momentum

What Modine Manufacturing’s recent share performance means for investors Modine Manufacturing (MOD) has caught investor attention after a recent share move, with the stock showing strong returns over the past month and past 3 months, prompting closer scrutiny of its current valuation and fundamentals. See our latest analysis for Modine Manufacturing. The latest move builds on a sharp acceleration in momentum, with a 73.1% 1 month share price return and 64.0% 3 month share price return feeding...
NYSE:WD
NYSE:WDDiversified Financial

Is Walker & Dunlop (WD) Pricing Reflect Recent Commercial Real Estate Headwinds?

If you are wondering whether Walker & Dunlop is fairly priced or offering value right now, you are not alone. The stock’s current level has many investors reassessing what they are willing to pay. The share price recently closed at US$61.86, with returns of a 2.2% decline over 7 days, a 4.3% decline over 30 days, a 5.3% gain year to date, and a 25.8% decline over 1 year, as well as a 26.6% decline over 3 years and a 31.3% decline over 5 years. Recent attention on Walker & Dunlop has been...
NasdaqGM:STIM
NasdaqGM:STIMMedical Equipment

Neuronetics (STIM) Is Down 9.0% After Turning Cash-Flow Positive On NeuroStar Demand Has The Bull Case Changed?

In the past quarter, Neuronetics reported preliminary fourth-quarter 2025 revenue of US$41.8 million, driven by demand for its NeuroStar systems and clinic operations, and generated US$0.9 million in positive operating cash flow. This combination of strong top-line growth and the shift to positive operating cash flow highlights progress in scaling its NeuroStar-focused business while managing liquidity pressures. Next, we’ll explore how the move to positive operating cash flow may influence...
NYSE:CNC
NYSE:CNCHealthcare

Assessing Centene (CNC) Valuation After 2025 Losses And New 2026 Guidance

Why Centene’s latest earnings matter for investors Centene (CNC) has just reported its fourth quarter and full year 2025 results, pairing higher revenue with a swing to a net loss, and followed that with fresh 2026 earnings guidance. This mix of headline numbers and forward looking targets, combined with a wave of neutral and cautious analyst views, gives you several moving parts to weigh if you are tracking the stock. See our latest analysis for Centene. The earnings release and 2026...
NasdaqGS:CHKP
NasdaqGS:CHKPSoftware

A Look At Check Point (CHKP) Valuation After Q4 Earnings Beat And New AI Security Acquisitions

Check Point Software Technologies (CHKP) is back in focus after reporting fourth quarter 2025 earnings that beat profit expectations, paired with new 2026 guidance and fresh AI focused cybersecurity acquisitions. See our latest analysis for Check Point Software Technologies. Despite the strong Q4 profit beat and new AI focused acquisitions, the share price has been under pressure, with a 30 day share price return of 9.05% decline and a 1 year total shareholder return of 22.79% decline...
NYSE:ELF
NYSE:ELFPersonal Products

Assessing e.l.f. Beauty (ELF) Valuation After Strong Earnings Beat And Raised Full Year Guidance

e.l.f. Beauty (ELF) just delivered a quarter that beat expectations, raised its full year outlook, and highlighted strong demand for its Rhode brand, a mix that has clearly caught investors’ attention. See our latest analysis for e.l.f. Beauty. The latest earnings and guidance upgrade landed alongside a sharp 1 day share price return of 9.65%, which stands in contrast to the 1 month share price return of a 5.52% decline and a more moderate 1 year total shareholder return of 11.64%. This...
NasdaqGS:MDLZ
NasdaqGS:MDLZFood

Is Mondelez International (MDLZ) Offering Value After Recent Share Price Strength

If you are wondering whether Mondelez International is fairly priced or offering value right now, you are not alone. The stock is on many income and defensively minded watchlists. The share price last closed at US$62.59, with returns of 4.3% over 7 days, 9.4% over 30 days, 16.7% year to date, 6.2% over 1 year, 1.5% over 3 years and 30.7% over 5 years. This gives you a sense of how the market has treated the stock over different time frames. Recent coverage of Mondelez has focused on its...
NasdaqGS:SSNC
NasdaqGS:SSNCProfessional Services

Is It Time To Reassess SS&C Technologies (SSNC) After Recent Share Price Weakness

If you are wondering whether SS&C Technologies Holdings is starting to look interesting at its current price, this article will help you make sense of what you are really paying for. The stock recently closed at US$72.09, with returns of a 6.8% decline over 7 days, a 16.2% decline over 30 days, a 15.9% decline year to date, and a 17.7% decline over 1 year, compared with gains of 21.8% over 3 years and 15.7% over 5 years. These moves sit against a backdrop of ongoing attention on SS&C's role...
NYSE:KRC
NYSE:KRCOffice REITs

Kilroy Realty Weighs Dividend Tradition Against Cash Flow And Valuation

Kilroy Realty, NYSE:KRC, is paying dividends that exceed its free cash flow, raising questions about how long its 27 year payout streak can continue. The company is relying on debt or asset sales to fund the dividend, even as it reports solid leasing activity and continues reshaping its portfolio. Income focused investors are watching the elevated payout ratio and tighter capital markets as key factors for future dividend decisions. For investors following Kilroy Realty at a share price of...
NYSE:HG
NYSE:HGInsurance

A Look At Hamilton Insurance Group (HG) Valuation As Analyst Optimism Builds Ahead Of Earnings

Compliance leadership change and why it matters for shareholders Hamilton Insurance Group (HG) recently promoted Moussa Thiam to Group Head of Compliance, a move that ties directly into how the company manages regulatory risk across its global underwriting platforms. See our latest analysis for Hamilton Insurance Group. Hamilton Insurance Group’s recent executive moves come as the share price trades at US$30.91, with a 30 day share price return of 16.86% and a 1 year total shareholder return...
NYSE:AI
NYSE:AISoftware

Is C3.ai’s (AI) Vonage-Powered Field Services Push A Quiet Test Of Its Platform Strategy?

In February 2026, Vonage, part of Ericsson, announced a collaboration with C3.ai to launch C3 AI Field Services, an AI-first module within C3.ai’s Asset Performance Suite that integrates Vonage’s voice, video, and network APIs to support complex, mobile field operations. The deal is important because it pairs C3.ai’s agent-based enterprise AI with carrier-grade network intelligence, aiming to give frontline technicians real-time guidance, reliable connectivity, and streamlined knowledge...
NYSE:EPD
NYSE:EPDOil and Gas

Why Enterprise Products Partners (EPD) Is Up 6.6% After Record Volumes, Buybacks And Distribution Hike

In early February 2026, Enterprise Products Partners L.P. reported fourth-quarter 2025 sales of US$13,793 million and net income of US$1,644 million, alongside completing US$1.44 billions of buybacks under its long-running repurchase program. The partnership also lifted its quarterly distribution by 3.6% for the 27th consecutive year of growth, underscoring its emphasis on returning cash to unitholders while maintaining strong midstream operating volumes. Now we’ll examine how this...
NasdaqGS:PSKY
NasdaqGS:PSKYMedia

Paramount Skydance Hostile Bid For Warner Bros. Puts Valuation In Focus

Paramount Skydance (NasdaqGS:PSKY) has launched a hostile, fully financed bid to acquire Warner Bros. Discovery. The offer includes added shareholder protections, a ticking fee to address regulatory delays, and funding for a large termination fee. The move directly challenges a competing merger proposal involving Warner Bros. Discovery and Netflix. For investors watching NasdaqGS:PSKY, this bid comes against a backdrop of weak recent share performance. The stock closed at $10.32, with...
NYSE:ARES
NYSE:ARESCapital Markets

Is Ares Management (ARES) Stock’s Recent Slide Creating A Long Term Opportunity?

Wondering if Ares Management at around US$133.88 is starting to look appealing, or if the recent volatility is a warning sign for value focused investors like you? The stock has climbed 2.6% over the last 7 days, but that sits against a 21.2% decline over 30 days, a 19.5% drop year to date and a 26.1% decline over the past year. This is despite 3 year and 5 year returns of 75.4% and 201.9% respectively. These moves come as Ares Management continues to sit in the spotlight as a major...
NYSE:GLW
NYSE:GLWElectronic

Corning Meta Fiber Deal Puts AI Data Center Growth In Focus

Corning (NYSE:GLW) signs a multiyear US$6b fiber optic supply contract with Meta for AI data center projects. The agreement includes plans to support Meta's growing AI infrastructure requirements over several years. Corning announces international capacity growth, including a new fiber manufacturing facility in India. For you as an investor, this deal places Corning's optical communications business squarely in the middle of AI data center build outs. The company has long been known for...