U.S. Consumer Services Stock News

NasdaqGS:INTU
NasdaqGS:INTUSoftware

Is There Now An Opportunity In Intuit (INTU) After Its Recent Share Price Slump

If you are wondering whether Intuit's current share price still reflects its long term appeal, a closer look at what you are paying for each dollar of its fundamentals can be very revealing. After closing at US$399.40, the stock has recently seen a 10% decline over 7 days, a 29.5% decline over 30 days and a 36.5% decline year to date, with a 31.5% decline over the last year but returns of 0.7% over 3 years and 0.2% over 5 years. Recent coverage around Intuit has largely focused on its...
NYSE:S
NYSE:SSoftware

Assessing SentinelOne (S) Valuation As New AI Data Security Tools Gain Traction

Why SentinelOne’s new AI security tools matter for shareholders SentinelOne (S) has rolled out new Data Security Posture Management tools for its AI Security Platform, aiming to control data risks across AI pipelines as enterprises move deeper into production use. For you as an investor, the key point is that these DSPM capabilities are designed to keep sensitive or high risk data from entering AI models in the first place, addressing issues like data memorization and pipeline poisoning...
NYSE:HASI
NYSE:HASIDiversified Financial

Hannon Armstrong (HASI) Q4 EPS Loss Tests Bullish Growth And Valuation Narratives

HA Sustainable Infrastructure Capital (HASI) has just wrapped up FY 2025 with Q4 revenue of US$34.0 million and a basic EPS loss of US$0.43, set against trailing twelve month revenue of US$96.0 million and TTM basic EPS of US$1.50. The company has seen quarterly revenue range from US$4.9 million to US$37.7 million over the last six reported periods. Over the same span, basic EPS has swung between a loss of US$0.43 and a profit of US$0.80, giving investors a wide view of how the top line and...
NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Gilead Sciences (GILD) Valuation Check As Strong Results Yeztugo Uptake And Yescarta Expansion Draw Attention

Gilead Sciences (GILD) is back in focus after a busy stretch, including strong Q4 and 2025 results, rapid take up of HIV prevention drug Yeztugo, and an FDA label expansion for cell therapy Yescarta. See our latest analysis for Gilead Sciences. The recent run of earnings, guidance, dividend increase, and the Yescarta label update has coincided with strong momentum, with a 30 day share price return of 24.91% and a 1 year total shareholder return of 53.07% building on a 5 year total shareholder...
NYSE:PSTG
NYSE:PSTGTech

Will Analyst Optimism on AI-Ready Subscriptions Change Pure Storage's (PSTG) Narrative?

In recent weeks, Pure Storage drew fresh attention ahead of its February 25, 2026 earnings release, as analysts projected a very large year-over-year increase in EPS and reiterated positive views on the company’s near-term prospects. Commentary has emphasized Pure Storage’s Evergreen subscription architecture and AI-focused all-flash platforms as key differentiators that may offer more stable, services-oriented revenue compared with more cyclical hardware-centric storage peers. We’ll now...
NYSE:NVO
NYSE:NVOPharmaceuticals

Novo Nordisk Balances Oral Wegovy Launch With Legal Fight On Compounds

Novo Nordisk (NYSE:NVO) has taken legal action against Hims & Hers over compounded versions of its Wegovy pill that do not have individual FDA approval. The FDA has moved to restrict unapproved compounded GLP-1 products, including versions referencing Wegovy, citing safety and quality concerns. Novo Nordisk has received FDA approval for an oral Wegovy pill for obesity and has started its commercial launch in the U.S. Novo Nordisk, best known for its obesity and diabetes treatments, now has...
NasdaqGS:SPSC
NasdaqGS:SPSCSoftware

SPS Commerce (SPSC) Earnings Growth Outpaces Revenue Expectations And Tests Bullish Narratives

SPS Commerce (SPSC) has just wrapped up FY 2025 with fourth quarter revenue of US$192.7 million and basic EPS of US$0.69, alongside net income of US$25.8 million. This gives investors a clear snapshot of how the year closed out. The company has seen revenue move from US$170.9 million in Q4 2024 to US$192.7 million in Q4 2025, while quarterly basic EPS has shifted from US$0.47 to US$0.69 over the same period. This was supported by trailing twelve month EPS of US$2.46 on revenue of US$751.5...
NYSE:POR
NYSE:PORElectric Utilities

Assessing Portland General Electric’s Valuation After Recovery Mechanism Settlement And Dividend Affirmation

Portland General Electric (POR) is back in focus after its board declared a quarterly dividend of $0.525 per share, payable on April 15, 2026, to shareholders of record on March 23. See our latest analysis for Portland General Electric. The recent 1-month share price return of 9.58% and year-to-date share price return of 11.43% come after regulatory progress on its recovery mechanism and the dividend affirmation, while the 1-year total shareholder return of 35.99% points to solid momentum...
NasdaqGS:PAYX
NasdaqGS:PAYXProfessional Services

Does Diverging Views On Paycor Deal Reframe Paychex’s Competitive Narrative For PAYX?

Recently, analysts at William Blair reiterated a Hold rating on Paychex while Cantor Fitzgerald initiated a Sell rating, highlighting concerns about the company’s ability to accelerate organic revenue growth and questioning the long-term benefits of its Paycor acquisition. Although management has raised the lower end of its adjusted diluted EPS outlook for 2026 and anticipates interest on client funds at the high end of guidance, the mixed analyst response underscores uncertainty around...
NYSE:MHK
NYSE:MHKConsumer Durables

Mohawk Industries (MHK) Margin Compression To 3.4% Tests Turnaround Earnings Narrative

How Mohawk Industries (MHK) Latest Results Set the Stage for the Next Chapter Mohawk Industries (MHK) closed FY 2025 with fourth quarter revenue of US$2.7 billion and basic EPS of US$0.68, rounding out a year in which trailing twelve month revenue was US$10.8 billion and EPS was US$5.96. The company has seen quarterly revenue move from US$2.6 billion in Q4 2024 to US$2.8 billion in Q2 2025 before settling at US$2.7 billion in Q4 2025, while quarterly EPS shifted from US$1.48 to US$2.35 over...
NYSE:MNTN
NYSE:MNTNMedia

MNTN (MNTN) Is Up 27.7% After Swinging To Q4 Profit And Raising 2026 Revenue Outlook

MNTN, Inc. recently reported fourth-quarter 2025 results, with sales rising to US$87.10 million from US$69.81 million and net income improving to US$34.48 million from a net loss of US$4.02 million a year earlier. For 2025 as a whole, the company narrowed its net loss and issued 2026 revenue guidance implying further growth, underscoring its position in connected TV advertising. We’ll now examine how MNTN’s strong fourth-quarter earnings beat and confident 2026 revenue guidance shape its...
NYSE:MWA
NYSE:MWAMachinery

Stronger Earnings, Higher Guidance and Acquisition Focus Could Be A Game Changer For Mueller Water (MWA)

Earlier this month, Mueller Water Products reported first-quarter 2026 results showing higher sales of US$318.2 million and net income of US$43.2 million, raised its full-year revenue guidance to US$1.47–US$1.49 billion, completed a long-running share repurchase program, and signaled that acquisitions are now a higher priority supported by US$623 million of liquidity. Management’s emphasis on bolt-on acquisitions in drinking water, wastewater, and infrastructure, leveraging existing...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Broadcom Wi Fi 8 Launch Extends AI Infrastructure Story To Enterprises

Broadcom (NasdaqGS:AVGO) has launched what it calls the industry's first Wi Fi 8 enterprise access point and switch solution. The new platform is designed for AI ready networking infrastructure, with integrated silicon aimed at AI acceleration and multi gigabit connectivity. The offering targets large enterprise deployments that require high performance wireless, advanced analytics, and end to end security for AI workloads. For you as an investor looking at NasdaqGS:AVGO, this move sits...
NYSE:MSI
NYSE:MSICommunications

Motorola Solutions (MSI) Is Up 9.4% After Record Backlog, Higher EPS And Raised 2026 Guidance – Has The Bull Case Changed?

Earlier this week, Motorola Solutions reported fourth-quarter 2025 and full-year results showing revenue of US$3,380 million and US$11.68 billion, respectively, alongside higher net income and earnings per share than a year earlier. The company also updated investors that its long-running share repurchase program, launched in 2011, is now over 96% complete after buying back an additional 1,217,814 shares for US$490.05 million in late 2025. With record backlog, raised 2026 revenue guidance to...
NYSE:TRU
NYSE:TRUProfessional Services

Is TransUnion (TRU) Pricing Look Attractive After A 25% One Year Share Price Decline

If you are wondering whether TransUnion is attractively priced at its current level, this article will walk you through what the numbers are saying about the stock. The share price closed at US$73.92 most recently, with returns of 0.6% over 7 days, a 13.5% decline over 30 days, an 11.3% decline year to date, a 25.5% decline over 1 year, an 8.5% gain over 3 years, and a 15.1% decline over 5 years. Recent price moves sit against a steady flow of evergreen interest in TransUnion, as investors...
NYSE:WRBY
NYSE:WRBYSpecialty Retail

Warby Parker (WRBY) Valuation Check As New CFO Appointment Signals Long Term Growth Focus

Warby Parker (WRBY) just made a significant leadership move, appointing longtime retail operator Adrian Mitchell as Chief Financial Officer, principal financial officer, and principal accounting officer, while co founder Dave Gilboa returns full time to his Co CEO role. See our latest analysis for Warby Parker. The leadership news comes as Warby Parker’s share price sits at US$22.46, with a 5.1% 1 day share price return following the announcement, a 32.4% 90 day share price return, and a 3...
NYSE:GLOB
NYSE:GLOBIT

Is Globant's (GLOB) 2025 Update Reframing Its Long‑Term AI Transformation Strategy?

Globant has announced that it released its fourth quarter and full year 2025 results on February 26, 2026, followed by a video conference and live Q&A with senior executives and the publication of a shareholder letter on its investor relations site. This results release comes as Globant’s role in complex enterprise digital transformation and AI-enabled platform engineering continues to draw sustained industry attention. Next, we’ll examine how the upcoming earnings release and shareholder...
NYSE:VMI
NYSE:VMIConstruction

A Look At Valmont Industries (VMI) Valuation As Analyst Projections Lift Infrastructure Optimism

Recent analyst projections for Valmont Industries (VMI) point to quarterly earnings of US$4.95 per share and revenue of US$1.05b, with strength in the Infrastructure segment drawing fresh attention to the stock. See our latest analysis for Valmont Industries. Valmont’s recent investor conference appearances and the upbeat Infrastructure outlook sit alongside a strong price trend, with a 30-day share price return of 11.02% and a 1-year total shareholder return of 49.34%, suggesting that...
NYSE:TXT
NYSE:TXTAerospace & Defense

Is Textron (TXT) Fairly Priced After A 36% One Year Share Price Gain?

If you are wondering whether Textron's current share price reflects its real worth, you are not alone. Many investors are asking the same question right now. Textron's stock last closed at US$98.09, with returns of 2.8% over 7 days, 4.2% over 30 days, 12.7% year to date, 35.8% over 1 year and 94.1% over 5 years. This naturally raises questions about how much of this performance is already priced in. Recent attention has focused on Textron's role in capital goods and aerospace related...
NYSE:CBRE
NYSE:CBREReal Estate

Assessing CBRE Group (CBRE) Valuation After Mixed Short Term Share Performance

What CBRE Group’s Recent Share Performance Tells You CBRE Group (CBRE) has drawn investor attention after a mixed run in its share performance. The stock posted a 4.4% gain over the past day but declines over the past week and month. See our latest analysis for CBRE Group. The recent 4.4% 1 day share price return comes after weaker momentum, with a 7 day share price return of 16.1% decline and a year to date share price return of 11.2% decline, while the 3 year total shareholder return of...
NYSE:UNH
NYSE:UNHHealthcare

UnitedHealth Group (UNH) Valuation After Earnings Miss And Medicare Advantage Policy Uncertainty

UnitedHealth Group (UNH) is back in focus after its latest earnings report showed revenue and guidance below expectations, as higher medical costs and a weaker Medicare Advantage outlook weighed on investor sentiment. See our latest analysis for UnitedHealth Group. Those Medicare Advantage concerns and rising medical costs have been reflected in the share price, with a 30 day share price return of 12.47% and a 1 year total shareholder return of 42.62% decline, while the recent 7 day share...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

A Look At SoFi Technologies (SOFI) Valuation After Strong Q4 Beats And Analyst Upgrades

SoFi Technologies (SOFI) just delivered a fourth quarter that topped earnings and revenue expectations, set a company record for revenue, and added 1 million new members, prompting fresh analyst upgrades and renewed attention on the stock. See our latest analysis for SoFi Technologies. The strong quarter comes after a sharp pullback in the share price, with a 30 day share price return of a 26.47% decline and a 90 day share price return of a 29.51% decline. However, the 1 year total...