U.S. Consumer Services Stock News

OTCPK:AAGF.F
OTCPK:AAGF.FMetals and Mining

Assessing Aftermath Silver (OTCPK:AAGF.F) Valuation After New Leadership Hires And Project De Risking

Aftermath Silver (OTCPK:AAGF.F) has reshaped its senior team by appointing veteran mining engineer Danny Keating as chief operating officer and moving Michael Parker into a focused technical director role across its Peru and Chile projects. See our latest analysis for Aftermath Silver. At a share price of $0.739, Aftermath Silver has seen a 7.93% 1 day share price return and a 47.80% 90 day share price return. Its 1 year total shareholder return of 99.08% and 3 year total shareholder return...
NasdaqGM:RGCO
NasdaqGM:RGCOGas Utilities

RGC Resources (RGCO) Margin Slippage In Q1 2026 Tests Bullish Growth Narratives

RGC Resources (RGCO) opened Q1 2026 with revenue of US$30.3 million and basic EPS of US$0.48, alongside trailing twelve month EPS of US$1.25 that sits against a 7.3% earnings growth rate over the last year. The company has seen revenue move from US$27.3 million in Q1 2025 to US$30.3 million in Q1 2026, while quarterly EPS went from US$0.51 to US$0.48 over the same period, set against a trailing twelve month net profit margin of 13.1% compared with 13.7% a year earlier. Overall, the release...
NYSE:ABG
NYSE:ABGSpecialty Retail

Asbury Automotive Group Q4 Margin Compression Tests Bullish Earnings Growth Narrative

Asbury Automotive Group (ABG) closed out FY 2025 with Q4 revenue of US$4.7b, basic EPS of US$3.11 and net income of US$60m, alongside trailing twelve month revenue of US$18.0b and basic EPS of US$25.23. Over recent quarters the company has seen revenue move from US$4.5b in Q4 2024 to US$4.7b in Q4 2025. In the same period, quarterly EPS shifted from US$6.57 to US$3.11 as net income went from US$128.8m to US$60m. This has set up a results season where investors are weighing steady top line...
NasdaqGS:CIFR
NasdaqGS:CIFRSoftware

A Look At Cipher Mining (CIFR) Valuation After Black Pearl Financing And Long Term Amazon Lease

Cipher Mining (CIFR) has priced a US$2b senior secured notes offering to fund completion of its Black Pearl high performance computing data center in Texas, which is fully pre leased to Amazon Data Services for 15 years. See our latest analysis for Cipher Mining. The funding news follows a volatile period for the shares. A 1 day share price return of 15.98% contrasts with a 90 day share price return showing a 28.81% decline and a year to date share price return showing a 9.07% decline. At the...
NYSE:FN
NYSE:FNElectronic

A Look At Fabrinet (FN) Valuation After Record Quarter And Strengthening AI Infrastructure Momentum

Fabrinet (FN) has caught investors' attention after reporting a record second quarter, with revenue and earnings above its own guidance, supported by growth across optical communications, telecom and high performance computing. See our latest analysis for Fabrinet. The latest record quarter and fresh guidance appear to be feeding directly into Fabrinet’s momentum, with a 13.84% 1 day share price return taking the stock to $503.99 and a very large 5 year total shareholder return of 474.02%...
NYSE:KKR
NYSE:KKRCapital Markets

KKR (KKR) Margin Compression To 8.7% Tests Bullish Earnings Narratives

KKR (KKR) closed out FY 2025 with Q4 revenue of US$7.9b and basic EPS of US$1.24, alongside net income of US$1.1b, putting the focus squarely on how efficiently those fees and investment results are translating into profits. Over the past few quarters, revenue has moved from US$4.5b in Q1 2025 to US$7.1b in Q3 and then US$7.9b in Q4, while basic EPS shifted from a loss of US$0.22 in Q1 to US$0.97 in Q3 and US$1.24 in Q4. This progression gives investors a clearer view of how the earnings run...
NYSE:CCI
NYSE:CCISpecialized REITs

Crown Castle Resets Tower Focus While Legal Dispute Weighs On Outlook

Crown Castle (NYSE:CCI) is selling its small cell and fiber businesses as it reshapes into a U.S. tower focused REIT. The company is cutting roughly 20% of its workforce as part of a broader cost reduction effort. Crown Castle has filed legal action against DISH to recover a multi billion dollar amount after DISH defaulted on payment obligations and the related agreement was terminated. Crown Castle is refocusing on its core tower portfolio at a time when its share price is $80.88 and its...
NYSE:MSGS
NYSE:MSGSEntertainment

Is It Too Late To Reassess Madison Square Garden Sports (MSGS) After Its Strong 1-Year Rally?

If you are wondering whether Madison Square Garden Sports is fairly priced or out of line with its fundamentals, you are not alone. This stock often catches the eye of investors trying to understand what they are really paying for. The share price closed at US$279.29 recently, with returns of a 1.5% decline over 7 days, 9.2% over 30 days, 7.9% year to date, 36.0% over 1 year, 49.4% over 3 years, and 63.2% over 5 years. These figures may prompt questions about how much optimism or risk is...
NYSE:IFF
NYSE:IFFChemicals

Does IFF’s Analyst Optimism on a Potential Earnings Beat Reveal Durable Strength or Just Timing?

International Flavors & Fragrances Inc. recently attracted attention as analysts grew more optimistic ahead of its December 2025 quarter results, expecting a year-over-year earnings decline on lower revenue but still anticipating a potential earnings beat. This shift in sentiment is underpinned by the company’s record of topping earnings-per-share estimates in each of the last four quarters, which has strengthened expectations for another positive surprise. We will now explore how this...
NYSE:MUX
NYSE:MUXMetals and Mining

Assessing McEwen (MUX) Valuation After Gold Bar Expansion Drilling And Doubling Output Plan

McEwen (MUX) is back in focus after reporting new drill results at its Gold Bar Mine Complex in Nevada, including its best hole so far at the Windfall deposit, and outlining further exploration plans. See our latest analysis for McEwen. The latest drill update comes after a strong run in McEwen’s share price, with a 57.29% 90 day share price return and very large 1 year total shareholder return. This suggests investors are reacting positively to both recent news and the broader gold story. If...
NYSE:QBTS
NYSE:QBTSSoftware

D Wave Quantum Expands Dual Platform Reach And Raises Valuation Questions

D-Wave Quantum (NYSE:QBTS) acquired Quantum Circuits, becoming what it describes as the first dual-platform quantum computing company across annealing and gate-based systems. The company announced new collaborations with two major U.S. defense contractors to develop hybrid quantum-classical applications for missile-defense planning. D-Wave is relocating its global headquarters to Boca Raton and supporting a US$20 million quantum system deployment at Florida Atlantic University as part of a...
NYSE:EG
NYSE:EGInsurance

Everest Group Weighs Earnings Miss Against Leadership Shift And Buybacks

Everest Group (NYSE:EG) reported fourth quarter profits that fell short of Wall Street earnings expectations, affected by underwriting challenges and a recent business divestiture. The company announced changes to its senior leadership team, bringing in new executives to guide its next phase of development. Everest Group also advanced its capital return plans through an accelerated share repurchase program. Everest Group operates as a global insurance and reinsurance provider, a sector...
NYSE:NKE
NYSE:NKELuxury

How Intensified EEOC Scrutiny of DEI Policies Will Impact NIKE (NKE) Investors

In recent days, the U.S. Equal Employment Opportunity Commission escalated its probe into Nike, seeking federal court enforcement of subpoenas for records dating back to 2018 on whether the company’s diversity, equity, and inclusion policies led to discrimination against white employees and job applicants in hiring, promotions, demotions, and layoffs. This investigation not only raises legal risk but also puts Nike’s broader approach to workforce management and corporate culture under closer...
NasdaqGS:AKAM
NasdaqGS:AKAMIT

What Akamai Technologies (AKAM)'s Cloud and Security Pivot Means For Shareholders

Akamai Technologies has in recent months continued its shift from a pure content delivery network to a broader distributed cloud, cybersecurity, and edge computing platform, with security revenues guided to grow around 10% and cloud computing revenues targeted for roughly 40–45% growth by year-end. An interesting angle for investors is that this business mix evolution comes while the company trades on a relatively modest forward earnings multiple and continues to run an aggressive share...
NYSE:ICE
NYSE:ICECapital Markets

Intercontinental Exchange (ICE) Margin Strength Reinforces Bullish Narratives Despite Valuation Tension

Intercontinental Exchange (ICE) has wrapped up FY 2025 with fourth quarter revenue of US$2.5b and basic EPS of US$1.49, backed by trailing twelve month revenue of US$9.9b and EPS of US$5.80 that reflect a 20.4% earnings uplift over the past year. Over recent periods the company has seen quarterly revenue range from US$2.3b to US$2.5b and basic EPS move between US$1.14 and US$1.49. At the same time, trailing earnings have stepped up from US$4.24 to US$5.80 per share, alongside net profit...
NYSE:PINE
NYSE:PINEREITs

Alpine Income Property Trust (PINE) Q4 FFO Strength Challenges Bearish Loss Narrative

Alpine Income Property Trust (PINE) closed out FY 2025 with Q4 total revenue of US$16.9 million and basic EPS of US$0.06, while funds from operations came in at US$8.46 million, or US$0.59 per share. This puts the focus squarely on cash generation rather than accounting profit. Over recent quarters, the company has seen revenue move from US$13.79 million in Q4 2024 to US$14.21 million, US$14.86 million and US$14.56 million in the first three quarters of 2025, before reaching US$16.9 million...
NYSE:IQV
NYSE:IQVLife Sciences

IQVIA Leans On AI And Boehringer Deal As Shares Struggle

IQVIA Holdings (NYSE:IQV) has entered a long term collaboration with Boehringer Ingelheim focused on commercial data harmonization and transformation. The company is expanding its use of artificial intelligence across healthcare data solutions and clinical development workflows. IQVIA is also growing its clinical footprint through acquisitions in specialized oncology sites and added Phase I trial capacity. IQVIA comes into this partnership with Boehringer Ingelheim at a time when the stock...
NYSE:BHE
NYSE:BHEElectronic

Is It Too Late To Consider Benchmark Electronics (BHE) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether Benchmark Electronics is still reasonably priced after a strong run, you are not alone. This article is built to help you test what you are really paying for at today’s share price. The stock last closed at US$58.30, with returns of 11.8% over 7 days, 30.7% over 30 days, 32.8% year to date, 42.2% over 1 year, 146.3% over 3 years and 133.9% over 5 years. This performance has put valuation questions front and centre for many investors. Recent news coverage has...
NasdaqGS:ROIV
NasdaqGS:ROIVBiotechs

Roivant Sciences (ROIV) Is Up 19.4% After Advancing Phase 2 Pipeline Despite Wider Quarterly Loss

Roivant Sciences reported third-quarter 2025 results showing sales of US$2.00 million and a net loss of US$265.89 million, while subsidiaries Priovant and Pulmovant advanced key Phase 2 programs in rare inflammatory and pulmonary diseases. Together with positive Phase 2 brepocitinib data in cutaneous sarcoidosis and rapid enrollment of mosliciguat’s PHocus trial, Roivant’s pipeline activity is increasingly central to its story despite widened losses. We’ll now examine how Roivant’s progress...
NasdaqGS:VSAT
NasdaqGS:VSATCommunications

Viasat (VSAT) Returns To Quarterly Profit As EPS Turnaround Tests Long‑Term Bearish Narratives

Viasat (VSAT) has just swung back to a quarterly profit in Q3 2026, posting US$1.2b in revenue and basic EPS of US$0.18, with net income of US$25 million setting a different tone from the losses seen in prior periods. Over recent quarters, revenue has moved in a tight band between about US$1.1b and US$1.2b while basic EPS has ranged from losses of roughly US$1.89 per share in Q4 2025 to US$0.18 per share in the latest quarter. This gives investors a clearer read on how top line stability is...
NYSE:CARR
NYSE:CARRBuilding

Carrier Global (CARR) Margin Improvement Reinforces Bullish Earnings Narrative

Carrier Global (CARR) has wrapped up FY 2025 with fourth quarter revenue of US$4,837 million and basic EPS of US$0.03, capping a year in which trailing twelve month revenue came in at US$21.7 billion and EPS of US$1.71. The company has seen quarterly revenue range from US$5,218 million to US$6,113 million through 2025, while basic EPS moved between US$0.48 and US$0.71 in the first three quarters. This set up a year where improved net profit margin helped earnings grow faster than the top...
NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

Why Moderna (MRNA) Is Down 6.9% After Judge Lets US$5 Billion Patent Lawsuit Proceed

In late January 2026, a U.S. District Judge ruled that Moderna must face a US$5 billion patent-infringement lawsuit over its COVID-19 vaccine technology, denying the company’s attempt to claim government immunity for most of the doses supplied. The case centers on whether Moderna’s Spikevax formulation used lipid nanoparticle molar ratios covered by Arbutus and Genevant patents, making it a closely watched test of how intellectual property rights apply to rapidly developed pandemic-era...
NYSE:BROS
NYSE:BROSHospitality

Will Dutch Bros’ (BROS) Aggressive Expansion and New Menu Strategy Reshape Its Long-Term Narrative?

Dutch Bros reported strong quarterly results with revenue and same-store sales growth and revealed plans to accelerate openings to 175 new shops in 2026 as it pushes further into markets like the Midwest and Southeast. This growth push is being reinforced by expanding index inclusion, new product launches such as the Pink Velvet Mocha, and ongoing drive-thru rollouts across emerging regions. We’ll now examine how this combination of accelerated shop openings and fresh menu innovation shapes...
NasdaqGS:IDCC
NasdaqGS:IDCCSoftware

InterDigital (IDCC) Net Margin Near 49% Reinforces Bullish Profitability Narratives

InterDigital (IDCC) has wrapped up FY 2025 with Q4 revenue of US$158.2 million and basic EPS of US$1.67, rounding out a year where trailing twelve month revenue came in at US$834.0 million and EPS reached US$15.77. The company has seen quarterly revenue move from US$128.7 million in Q3 2024 to US$252.8 million in Q4 2024, then to US$210.5 million in Q1 2025, US$300.6 million in Q2, US$164.7 million in Q3 and US$158.2 million in Q4. Basic EPS over the same stretch went from US$1.36 to US$5.23,...