U.S. Food and Staples Retail Stock News

NYSE:GNRC
NYSE:GNRCElectrical

Assessing Generac Holdings (GNRC) Valuation After A Sharp Three Month Share Price Surge

Generac Holdings (GNRC) has caught investor attention after a strong recent share price run, with gains over the past month and the past 3 months, putting fresh focus on its fundamentals and valuation. See our latest analysis for Generac Holdings. At a latest share price of $227.45, Generac’s strong 30 day share price return of 31.47% and 90 day share price return of 53.10% contrast with a weaker 5 year total shareholder return of a 34.31% decline, suggesting momentum has recently picked up...
NYSE:PWR
NYSE:PWRConstruction

How Investors May Respond To Quanta Services (PWR) Record Results, Backlog Surge and Transformer Investment Plan

In February 2026, Quanta Services reported record fourth-quarter and full-year 2025 results, with full-year sales of US$28.48 billion and net income of US$1.03 billion, and issued 2026 guidance calling for revenues between US$33.25 billion and US$33.75 billion and net income between US$1.27 billion and US$1.38 billion. The company also highlighted a record US$44 billion backlog, eight acquisitions in 2025, and plans to invest US$500 million to US$700 million in transformer manufacturing,...
NasdaqGS:CME
NasdaqGS:CMECapital Markets

24/7 Crypto Derivatives Expansion Could Be A Game Changer For CME Group (CME)

CME Group has recently announced plans to begin 24/7 trading of its cryptocurrency futures and options on CME Globex from May 29, 2026, pending regulatory approval, alongside several new product launches across single-stock, rare earths, digital asset, and agricultural derivatives. The company also lifted its regular quarterly dividend to US$1.30 per share and is broadening its reach into South Asia edible oils and newer crypto assets, underscoring how product breadth and around-the-clock...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

How Meta’s Nvidia AI Deal, Indiana Data Center and New Dividend At Meta Platforms (META) Has Changed Its Investment Story

In recent weeks, Meta Platforms has expanded its AI footprint through a multiyear Nvidia infrastructure partnership, a more than US$10.00 billion, 1‑gigawatt Indiana data center project, and the declaration of a US$0.525 quarterly dividend payable in March 2026. At the same time, Meta is tightening internal costs, reviving AI-driven wearables, and attracting high-profile hedge fund backing, underscoring a broad pivot from metaverse spending toward large-scale, monetizable AI capabilities...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

Will Australia’s New Sovereign AI Factory Deepen NVIDIA’s (NVDA) Core Infrastructure Leadership Narrative?

Cisco and SharonAI Holdings have launched Australia’s first Cisco Secure AI Factory with NVIDIA, powered by 1,024 NVIDIA Blackwell Ultra GPUs and Cisco’s networking and security stack to deliver sovereign, high‑performance AI infrastructure with all data and processing kept onshore. This “AI factory” model, alongside NVIDIA’s expanding data center deployments in India and other regions, highlights how sovereign and hyperscale AI buildouts are embedding NVIDIA hardware and software at the...
NasdaqGS:PEGA
NasdaqGS:PEGASoftware

Should Pegasystems’ (PEGA) Buybacks and Profitability Jump Require Action From Investors?

Pegasystems Inc. has reported past fourth-quarter 2025 revenue of US$504.32 million and full-year revenue of US$1.75 billion, alongside materially higher profitability, and it has completed a long-running share repurchase program totaling 26,643,656 shares for US$863.54 million. At the same time, Pegasystems issued 2026 guidance calling for US$2.0 billion in GAAP revenue and GAAP diluted earnings per share of US$1.87, while its stock moved in the opposite direction amid wider software-sector...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Datadog Investor Day Highlights AI Shift And Security Growth Potential

Datadog (NasdaqGS:DDOG) used its recent Investor Day to outline new steps in autonomous observability and AI centric capabilities across its platform. The company spotlighted agentic and AI native use cases, along with fresh disclosures on Security customer adoption and AI usage metrics. Management framed these updates as part of an ongoing shift toward AI driven observability and security services for cloud workloads. Datadog runs a cloud based observability and security platform that...
NasdaqGS:PANW
NasdaqGS:PANWSoftware

Palo Alto Networks Leans Into AI Platformization With Trio Of Deals

Palo Alto Networks (NasdaqGS:PANW) is acquiring Chronosphere, CyberArk, and Koi to expand its AI driven cybersecurity platform. The company is rolling out Unit 42 Managed XSIAM 2.0, an updated managed security operations center offering. New integrations, including with Aeris for IoT security, aim to address emerging risks such as AI driven cyberattacks. Palo Alto Networks sits at the center of enterprise security, with a platform that spans network, cloud, identity, and endpoint...
NYSE:TNC
NYSE:TNCMachinery

Assessing Tennant (TNC) Valuation After Recent Share Price Moves And Undervaluation Signals

Tennant (TNC) is back on investors’ radar after recent share price moves, with the stock closing at US$82.30 and posting mixed returns over the past year and past 3 months. See our latest analysis for Tennant. Those moves come after a choppy year, with a 30 day share price return of 5.97% and a 90 day share price return of 11.73%. The 1 year total shareholder return sits at a 4.30% loss, which suggests momentum has picked up recently, while longer term holders have seen more modest...
NYSE:YETI
NYSE:YETILeisure

YETI Names New CFO As Shareholders Weigh Undervalued Stock And Execution

YETI Holdings (NYSE:YETI) has appointed Scott Bomar as its new Chief Financial Officer. Bomar succeeds longtime CFO Mike McMullen, who will transition to an advisory role. The leadership change reflects an important shift in YETI’s finance function and executive team. YETI Holdings, trading at $45.21, has seen a 21.9% return over the past year, while its 5 year return stands at a 36.5% decline. In the shorter term, the stock shows a 5.8% decline over the past week and a 4.7% decline over...
NYSE:TTC
NYSE:TTCMachinery

How Investors Are Reacting To Toro (TTC) Repeated Earnings Beats And Upward Analyst Revisions

In recent months, Toro has delivered a series of positive earnings surprises, and analysts have responded by revising their earnings estimates higher, contributing to growing investor confidence in the business. This pattern of consistently outperforming expectations has also supported a favorable analyst ranking for Toro, highlighting how earnings execution can materially influence sentiment around the company’s outlook. Now we’ll explore how Toro’s sustained earnings outperformance and...
NYSE:NTST
NYSE:NTSTRetail REITs

What NETSTREIT (NTST)'s US$209 Million Equity Raise and Dividend Hike Means For Shareholders

Earlier in February 2026, NETSTREIT Corp. completed a US$208.62 million follow-on equity offering of 10,980,000 common shares at US$19.00 each, soon after reporting higher quarterly and full-year revenues and declaring a quarterly dividend of US$0.22 per share. The combination of fresh equity capital, a modest dividend increase, and a swing from loss to profit provides new context for how NETSTREIT might fund future property acquisitions and support its income-focused REIT profile. We will...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

Are Duolingo’s (DUOL) Insider Sales And CFO Shift Reframing Its AI-Led Growth Story?

In recent days, Duolingo has faced mixed analyst commentary and leadership changes ahead of its February 26, 2026 earnings release, alongside routine insider stock sales by senior executives under pre-arranged trading and tax-withholding plans. What stands out is the tension between concerns about slowing growth and the CFO transition, and continued analyst optimism around Duolingo’s artificial intelligence-driven product development and expected year-over-year earnings and revenue...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

Assessing Whether Texas Instruments (TXN) Shares Still Justify Their Valuation After Strong Recent Gains

Texas Instruments stock overview after recent move Texas Instruments (TXN) shares recently traded around $219.86, drawing attention to how the chipmaker’s current valuation compares with its reported revenue of $17.68b and net income of $4.97b. See our latest analysis for Texas Instruments. Recent moves tell a mixed story, with a 30 day share price return of 13.73% and a 90 day gain of 35.91% pointing to building momentum. At the same time, the 1 year total shareholder return of 12.98% and 5...
NasdaqGS:CMPS
NasdaqGS:CMPSBiotechs

A Look At COMPASS Pathways (CMPS) Valuation After Positive COMP360 Phase 3 Results And FDA Plans

Why COMPASS Pathways is back on investor radar COMPASS Pathways (NasdaqGS:CMPS) has attracted fresh attention after reporting highly statistically significant, clinically meaningful Phase 3 results for its COMP360 psilocybin therapy in treatment resistant depression, along with plans to seek a rolling FDA review. See our latest analysis for COMPASS Pathways. The latest COMP360 data and follow on offering come after a sharp 50.96% 90 day share price return and a 112.16% 1 year total...
NYSE:SYK
NYSE:SYKMedical Equipment

Assessing Stryker (SYK) Valuation After Launch Of T2 Alpha Humerus Nailing System

Why Stryker’s new T2 Alpha Humerus Nailing System matters for shareholders Stryker (SYK) has rolled out its T2 Alpha Humerus Nailing System, a product aimed at simplifying complex humeral fracture procedures while integrating with the company’s existing nailing platform. For investors, this launch ties directly into Stryker’s broader trauma and orthopaedics portfolio. It raises questions about how a more unified system could influence hospital adoption, pricing power and long term procedure...
NYSE:CCI
NYSE:CCISpecialized REITs

Crown Castle Refocuses On Towers As DISH Dispute Highlights Valuation Risks

Crown Castle (NYSE:CCI) plans to exit its small cell and fiber businesses to focus on its core U.S. tower portfolio. The company is pursuing sales of these assets and reorganizing operations around its tower segment. Crown Castle has terminated its contract with DISH over unpaid obligations and is seeking recovery of amounts it believes are due. Crown Castle runs a large network of wireless towers that support mobile carriers across the U.S., putting it at the center of ongoing 4G and 5G...
NasdaqGS:INDV
NasdaqGS:INDVPharmaceuticals

Is It Time To Reassess Indivior Pharmaceuticals (INDV) After Its 299% One Year Surge?

If you are wondering whether Indivior Pharmaceuticals' current share price still offers value after a strong run, this article will walk through what the numbers suggest about that question. The stock trades at US$32.93, with returns of 299.2% over 1 year and 265.9% over 5 years. At the same time, the year-to-date result of a 7.8% decline and a 4.8% decline over the last 7 days hint at shifting views on both upside potential and risk. Recent news around Indivior Pharmaceuticals has focused...
NYSE:TEL
NYSE:TELElectronic

Assessing TE Connectivity (TEL) Valuation After Strong Earnings Beat And Upbeat Guidance

Earnings beat and guidance lift put TE Connectivity (TEL) in focus TE Connectivity (TEL) is back on investors’ radar after first quarter fiscal 2026 adjusted earnings of $2.72 per share rose 39.5% year over year, accompanied by higher revenue, stronger orders, and upbeat second quarter guidance. See our latest analysis for TE Connectivity. Despite a modest 1-day share price return decline of 1.47% to US$231.28 and a 7-day share price return of 2.08% lower, TE Connectivity’s 1-year total...
NYSE:BKE
NYSE:BKESpecialty Retail

Assessing Buckle (BKE) Valuation As Shares Track Close To Analyst Targets

Why Buckle is on investors’ radar today Buckle (BKE) is drawing attention after recent trading left the share price at US$52.96. This is prompting investors to reassess how its current valuation lines up with its earnings, cash generation, and longer term return profile. See our latest analysis for Buckle. Recent trading has been a bit choppy, with a 1 day share price return of 1.82% decline and a 30 day share price return of 3.9% gain set against a 6.12% decline over 90 days. Longer term...
NasdaqGS:ILMN
NasdaqGS:ILMNLife Sciences

The Bull Case For Illumina (ILMN) Could Change Following Buybacks And NovaSeq X Roadmap Reveal – Learn Why

In the months to 11 February 2026, Illumina completed a share repurchase program, buying back 9,958,000 shares, or 6.31% of its stock, for US$1.02 billion, while also unveiling an 18‑month NovaSeq X innovation roadmap that targets up to Q70 quality scores, faster runs, and higher read outputs. This combination of capital returns and higher‑performance, more cost‑efficient sequencing could materially influence how investors assess Illumina’s productivity, competitiveness, and longer‑term...
NasdaqGS:LINC
NasdaqGS:LINCConsumer Services

Lincoln Educational Services (LINC) Margin Rebound Tests Premium P/E Narrative

Lincoln Educational Services (LINC) has put solid numbers on the board for FY 2025, with fourth quarter revenue of US$142.9 million and basic EPS of US$0.41, alongside trailing twelve month revenue of US$518.2 million and EPS of US$0.65. The company has seen quarterly revenue move from US$119.4 million and EPS of US$0.22 in Q4 2024 to US$142.9 million and US$0.41 respectively in Q4 2025, while trailing twelve month EPS moved from US$0.32 to US$0.65 over the same period. This sets the stage...
NYSE:AWI
NYSE:AWIBuilding

A Look At Armstrong World Industries (AWI) Valuation After Recent Share Price Moves

Armstrong World Industries (AWI) has drawn investor attention after a recent move in its share price, with the stock closing at $192.83 and showing mixed returns across different time frames. See our latest analysis for Armstrong World Industries. The recent 1 day share price decline of 3.06% and 7 day share price return of 3.72% come after a period where momentum has cooled slightly, despite a 1 year total shareholder return of 33.32% and strong multi year total returns. If this move in...
NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

AST SpaceMobile’s SDA Deal And BlueBird-6 Test Key Investor Themes

AST SpaceMobile (NasdaqGS:ASTS) secured its first contract with the U.S. Space Development Agency, marking the company’s entry into government defense work. The company reported a successful deployment and unfolding of its BlueBird-6 satellite, described as the largest commercial communications array in low Earth orbit. These updates highlight parallel progress in AST SpaceMobile’s defense and commercial efforts in space based cellular broadband. AST SpaceMobile is building a space based...