U.S. Food and Staples Retail Stock News

NasdaqCM:NESR
NasdaqCM:NESREnergy Services

Are NESR’s Jafurah-Driven Revenues Masking Deeper Margin Strain in Its MENA Expansion Strategy?

National Energy Services Reunited Corp. has reported its fourth-quarter 2025 results, with sales rising to US$398.26 million while net income declined to US$7.8 million, and full-year 2025 sales edging up to US$1.32 billion alongside lower net income of US$51.13 million. Behind the headline growth in revenue, the earnings release and recent commentary highlight how the Jafurah unconventional gas program and a growing MENA tender pipeline are reshaping the balance between expansion...
NasdaqGM:ARDX
NasdaqGM:ARDXBiotechs

Assessing Ardelyx (ARDX) Valuation After Strong IBSRELA Growth And Upbeat 2026 Revenue Guidance

Ardelyx (ARDX) has released its full year 2025 results, reporting US$407.32 million in revenue and a net loss of US$61.6 million, along with detailed guidance for 2026. See our latest analysis for Ardelyx. Despite strong revenue growth from IBSRELA and fresh guidance for 2026, Ardelyx's 1 day share price return of a 14.99% decline and 1 month share price return of a 26.25% decline suggest momentum has cooled recently, even as the 3 year total shareholder return of 94.24% remains very...
NasdaqGS:COKE
NasdaqGS:COKEBeverage

Are Rising Sales and Falling Margins Rewriting Coca-Cola Consolidated’s (COKE) Core Profit Story?

Coca-Cola Consolidated, Inc. reported past fourth-quarter 2025 sales of US$1,904.24 million and net income of US$137.25 million, alongside full-year 2025 sales of US$7,228.06 million and net income of US$570.58 million, all slightly higher in sales but lower in profit than the prior year. The company’s accompanying 10-K filing highlighted its reliance on brand strength, distribution reach, and efficiency while also calling out pressures from shifting consumer health preferences,...
NasdaqGS:AVAV
NasdaqGS:AVAVAerospace & Defense

AeroVironment Airport Laser Deployment Puts LOCUST And Valuation In Focus

AeroVironment's LOCUST counter-drone laser weapons system has been deployed at a U.S. airport. The deployment marks a real-world use case for the company's directed-energy counter-drone technology at critical infrastructure. AeroVironment, traded as NasdaqGS:AVAV, now has its LOCUST counter-drone system operating in a live airport setting, which puts a spotlight on its role in security technology for critical sites. The current share price sits at $264.63, with the stock up 8.5% over the...
NasdaqGS:MDLN
NasdaqGS:MDLNMedical Equipment

Assessing Medline (MDLN) Valuation After Recent Share Price Momentum And Premium P/E Multiple

Medline stock moves: returns and recent performance snapshot Medline (MDLN) has caught investor attention after a recent run that includes a 4.6% move over the past day and an 11.8% gain across the past week, extending into month and year to date performance. See our latest analysis for Medline. The recent 4.6% 1 day share price return and 11.8% 7 day share price return sit within a 22.6% year to date share price return, suggesting momentum has been building rather than fading around the...
NasdaqGS:PLPC
NasdaqGS:PLPCElectrical

Assessing Preformed Line Products (PLPC) Valuation After New FulcrumAir Robotics Partnership News

Preformed Line Products (PLPC) is back in focus after announcing a multi year partnership with FulcrumAir to co develop robotic systems for overhead power line construction, aiming to improve efficiency, safety and reliability for utilities worldwide. See our latest analysis for Preformed Line Products. The partnership news lands after a strong run in the stock, with a 30 day share price return of 10.77% and a 90 day share price return of 34.55%. The 1 year total shareholder return of 96.44%...
NasdaqGS:WAY
NasdaqGS:WAYHealthcare Services

Waystar Holding (WAY) Is Up 11.9% After AI Platform Tops Satisfaction Survey And 2025 Profit Swing

Waystar Holding Corp. has released its fourth-quarter and full-year 2025 results, reporting full-year sales of US$1,099.28 million, a swing to net income of US$112.09 million from a prior net loss, and issuing 2026 revenue guidance in the range of US$1.274 billion to US$1.294 billion. Alongside these results, an independent Black Book Market Research survey ranked Waystar’s AI-enabled revenue cycle management platform first in client satisfaction and execution, underscoring how its...
NYSE:NBR
NYSE:NBREnergy Services

Assessing Nabors Industries (NBR) Valuation After Fresh Buy Ratings And A Swing Back To Profit

Nabors Industries (NBR) is back in focus after fresh buy ratings from Morgan Stanley and Piper Sandler, along with recently released quarterly and full year 2025 results that shifted from a loss to a profit. See our latest analysis for Nabors Industries. The recent earnings swing to profit and the completion of a long running buyback program have coincided with strong momentum, with a 20.37% 1 month share price return, a 67.97% 3 month share price return and a 1 year total shareholder return...
NasdaqGS:PCTY
NasdaqGS:PCTYProfessional Services

Did Softer Long‑Term Deals and Slower ARR Growth Just Shift Paylocity's (PCTY) Investment Narrative?

Recently, Paylocity Holding reported that customers have become more hesitant to sign long-term software agreements, with average annual recurring revenue growth over the past year at 13% and estimated sales growth of 7% for the next 12 months, signaling slower demand than its two-year trend. This shift highlights how customer caution around long-term commitments can weigh on recurring revenue momentum and reset expectations for Paylocity’s growth profile. Next, we’ll examine how this...
NasdaqGS:ALGT
NasdaqGS:ALGTAirlines

Is Allegiant’s Dollywood Flight Experiment Rethinking Its Leisure Brand Strategy And Ancillary Focus (ALGT)?

Allegiant announced that in November 2026 it operated Flight #925: Destination Dollywood, a one-off themed service from Orlando/Sanford to Knoxville featuring Dollywood-branded in-air and on-the-ground experiences, exclusive park perks, discounted resort packages, and an extended flight schedule through November 2026. This collaboration showcases how Allegiant is using experiential partnerships and bundled travel offers to deepen engagement with leisure travelers and differentiate its...
NYSE:RSI
NYSE:RSIHospitality

Rush Street Interactive (RSI) Is Up 15.5% After Strong 2025 Profitability And 2026 Revenue Outlook

In February 2026, Rush Street Interactive, Inc. reported that fourth-quarter 2025 sales rose to US$324.89 million with net income of US$5.25 million, and full-year 2025 sales reached US$1.13 billion with net income of US$33.31 million, alongside higher basic and diluted earnings per share from continuing operations versus the prior year. At the same time, the company issued full-year 2026 revenue guidance of US$1.38–US$1.43 billion, signaling management’s confidence following a sharp...
NYSE:HUBB
NYSE:HUBBElectrical

Did Hubbell’s Earnings Strength and Capital Choices Just Recast HUBB’s Investment Narrative for 2026?

Hubbell Incorporated recently reported broad-based revenue growth, improved profitability, and a confident outlook for 2026, while continuing its long-running record of dividend increases and financial discipline. Despite authorizing share repurchase programs, the company completed a prior buyback of 710,000 shares for US$265.10 million but executed no repurchases under its newer authorization, signaling a preference for other capital allocation priorities. With strong quarterly results and...
NYSE:STZ
NYSE:STZBeverage

What Constellation Brands (STZ)'s CEO Transition to Nicholas Fink Means For Shareholders

Constellation Brands has announced that its Board appointed Nicholas Fink, currently a director and CEO of Fortune Brands Innovations, as its next President and Chief Executive Officer effective April 13, 2026, with current President and CEO Bill Newlands stepping down into a short-term strategic advisor role and retiring from the Board on that date. Fink’s mix of prior beverage alcohol leadership at Suntory Global Spirits, experience steering a public company through the COVID-19 period,...
NYSE:OII
NYSE:OIIEnergy Services

Oceaneering International (OII) Valuation Check After Strong Recent Share Price Momentum

Oceaneering International stock: recent move and performance snapshot Oceaneering International (OII) has drawn fresh attention after its recent trading session, with the stock closing at US$34.79 and showing mixed short term performance, including a 3.8% decline over the past day. Over the past week and month, the shares show positive returns of 4.9% and 19.3%. The past 3 months and year to date moves of 43.7% and 40% highlight the stock’s recent momentum. See our latest analysis for...
NYSE:OKE
NYSE:OKEOil and Gas

A Look At ONEOK (OKE) Valuation As Earnings, Guidance And Short Interest Come Into Focus

ONEOK (OKE) heads into today's earnings release with analysts expecting a year-over-year EPS decline alongside revenue growth, while higher short interest and recent estimate cuts keep attention firmly on the company’s guidance. See our latest analysis for ONEOK. Despite higher short interest and cautious earnings revisions, ONEOK’s share price has moved higher, with a 30 day share price return of 11.96% and a 90 day share price return of 24.35%. Its 5 year total shareholder return of 161.56%...
NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

How Investors May Respond To Upwork (UPWK) $300 Million Buyback And Updated Guidance

In February 2026, Upwork Inc. announced a new share repurchase program authorizing the buyback of up to US$300,000,000 of its stock with no expiration, alongside updated earnings results and guidance following its 2025 full-year report. The combination of a sizable buyback authorization, continued investment in areas like AI and enterprise solutions, and recent bylaw changes signals management’s current focus on both capital returns and evolving the business model. We’ll now examine how...
OTCPK:LKNC.Y
OTCPK:LKNC.YHospitality

A Look At Luckin Coffee (OTCPK:LKNC.Y) Valuation After Opening Its 30,000th Origin Flagship Store In Shenzhen

Luckin Coffee (OTCPK:LKNC.Y) has marked the opening of its 30,000th store with its first Origin Flagship in Shenzhen, a move centered on global supply chain integration, brand premiumization, and international reach. See our latest analysis for Luckin Coffee. The opening of the Shenzhen Origin Flagship comes as Luckin Coffee’s 1 month share price return of 16.4% and year to date share price return of 9.86% point to building momentum on the back of expansion news, while the 1 year total...
NYSE:WPC
NYSE:WPCREITs

How Investors May Respond To W. P. Carey (WPC) Equity and Eurobond Raise for Industrial Expansion

In mid-February 2026, W. P. Carey Inc. completed a follow-on equity offering of 6,000,000 common shares at US$72 each, raising about US$432,000,000, alongside issuing two Eurobond tranches totaling just under €1,000,000,000 with fixed coupons of 3.250% and 3.750% maturing in 2031 and 2035. The capital raise, coming on the heels of record 2025 investment activity and the launch of the Carey Tenant Solutions platform, signals an effort to bolster funding capacity for additional...
NYSE:HTGC
NYSE:HTGCCapital Markets

Assessing Hercules Capital (HTGC) Valuation After Q4 Misses And Rising SaaS Credit Concerns

Hercules Capital (HTGC) is back in focus after its fourth quarter 2025 results came in below Wall Street revenue and non GAAP profit expectations, despite management pointing to record origination activity and portfolio growth. See our latest analysis for Hercules Capital. At a share price of US$15.43, Hercules Capital has seen pressure in recent months, with a 30 day share price return of 17.13% and a year to date share price return of 18.19%. The 1 year total shareholder return of 20.57%...
NYSE:BAC
NYSE:BACBanks

Bank Of America (BAC) Valuation Check As It Commits US$25 Billion To Private Credit Expansion

Bank of America (BAC) is committing US$25 billion of its own capital to private credit deals, expanding its direct lending activity and appointing Anand Melvani to lead the effort within its global capital markets division. See our latest analysis for Bank of America. Recent moves like the US$25 billion private credit push sit alongside a steady stream of bond issuances and partnerships. The 1 year total shareholder return of 21.15% contrasts with a weaker year to date share price return of a...
NYSE:PM
NYSE:PMTobacco

A Look At Philip Morris International (PM) Valuation After Recent Share Price Strength

Why Philip Morris International (PM) Is On Investors’ Radar Philip Morris International (PM) has drawn fresh attention after its recent share price move, with the stock last closing at $183.40, prompting investors to revisit its returns and fundamentals. See our latest analysis for Philip Morris International. That small 1-day share price dip sits against a stronger backdrop, with a 30-day share price return of 6% and a 90-day move of 21.41%. The 1-year total shareholder return of 22.98% and...
NYSE:DAN
NYSE:DANAuto Components

Will Dana’s (DAN) Bigger Buybacks, Higher Dividend, and New CEO Change Its Capital Story?

Dana Incorporated has completed repurchasing 34,000,000 shares for US$653.3 million under its June 2025 authorization, raised its quarterly dividend to US$0.12 per share, expanded its buyback authorization to US$2.00 billion through 2030, and announced a planned CEO transition to Byron Foster, all confirmed in February 2026. Together, the enlarged and extended buyback, higher dividend, and leadership change point to an emphasis on returning capital while maintaining continuity in how the...
NYSE:RBA
NYSE:RBACommercial Services

Will RB Global’s (RBA) AI and Data Moat Strategy Reshape Its Long-Term Growth Narrative?

In Q4 2025, RB Global, Inc. emphasized long-term partner relationships and scale, driving growth in its automotive business, securing multi-year renewals with key partners, and outlining plans to deploy its IAA Total Loss Predictor AI tool while targeting 5–8% gross transaction value growth in 2026. A distinctive element of this update is management’s emphasis on physical infrastructure and proprietary data as a core moat, supported by net debt-to-adjusted EBITDA of 1.4x that leaves room for...
NYSE:ATO
NYSE:ATOGas Utilities

Atmos Energy (ATO) Valuation Check After Earnings Beat And Ongoing Share Price Outperformance

Why Atmos Energy's latest earnings caught investors' attention Atmos Energy (ATO) recently reported first quarter earnings per share that came in ahead of Wall Street expectations, drawing fresh attention to a stock that has been outpacing the broader market despite a consensus Hold rating. See our latest analysis for Atmos Energy. The recent 1 month share price return of 9.45% to US$180.97 has come on top of a 1 year total shareholder return of 23.45% and a 5 year total shareholder return of...