U.S. Food Stock News

PBF Energy has revealed that rebuild work at its Martinez, California refinery following the February 2025 fire will now extend into February 2026, with planned operating rates targeted by early March 2026 after operating at reduced throughput for much of 2025. While the company expects insurance to cover most restoration expenses and offset business interruption losses, the prolonged Martinez disruption underlines how concentrated operational risks at a single complex can affect the...

Warner Bros. Discovery (WBD) has quietly shifted from a turnaround story to a stock that is actually working, with shares up roughly 9% over the past month and nearly 50% in the past 3 months. See our latest analysis for Warner Bros. Discovery. That recent strength builds on a powerful turnaround, with a 90 day share price return of 49.42% feeding into a 1 year total shareholder return of 169.73%. This suggests momentum is firmly back on Warner Bros. Discovery’s side. If you want to see what...

Alibaba Group Holding (NYSE:BABA) has quietly outperformed over the past year, with the stock climbing roughly 85% even as its past 3 months have been choppy and sentiment remains divided. See our latest analysis for Alibaba Group Holding. That backdrop makes the recent 1 day share price return of 6.25% and a 1 year total shareholder return of 85.11% look more like momentum rebuilding than a one off pop, even after a softer 3 month share price stretch. If Alibaba has put you back in a growth...

Liberty Park Capital Management’s latest investor letter put Xometry (XMTR) back in the spotlight after another better than expected quarter, with enterprise growth above 40% and marketplace driven revenue up 28% year over year. See our latest analysis for Xometry. That optimism has been echoed in the market, with Xometry’s 90 day share price return of 18.98% and 1 year total shareholder return of 45.28% suggesting momentum is building as investors reassess its growth potential. If this kind...

On December 19, 2025, Wedbush downgraded Lyft to Underperform, flagging the ride-hailing company’s heavy exposure to US ridesharing and emerging autonomous vehicle disruption risks. Jefferies’ earlier concerns about rising operational investments and AI-related margin pressure add to a growing debate over how resilient Lyft’s focused business model really is. Next, we’ll examine how these fresh worries about autonomous vehicle disruption could reshape Lyft’s previously optimistic,...

Harbour Energy has been appointed operator of the Zama offshore oil project in Mexico, a joint venture with Pemex, Grupo Carso, and Talos Energy, following approval by Mexico's Ministry of Energy and moving into engineering and design work ahead of a future final investment decision. For Talos Energy, ceding operatorship while retaining a significant role in Zama's development could reshape how investors assess its long-term offshore growth pipeline and influence in Mexican upstream...

Vail Resorts recently reported mixed quarterly results, with skier visits topping analyst expectations but revenue slightly trailing forecasts, while also confirming continued dividends and US$25.0 million of share repurchases in fiscal Q1 despite weather challenges at key mountains. The combination of stronger-than-expected visitation, softer revenue, and weather-related uncertainty is sharpening investor focus on how reliably Vail can convert skier traffic into earnings while maintaining...

NIKE (NKE) just caught investors attention after CEO Elliott Hill and board member Tim Cook bought millions of dollars worth of stock, a clear signal they are backing the company turnaround with their own money. See our latest analysis for NIKE. Those insider buys are landing after a punishing stretch, with Nike’s 1 year total shareholder return down double digits and the 5 year total shareholder return more than halved, even as short term share price action shows tentative momentum...

Vertiv Holdings Co (VRT) is back in the spotlight after a wave of analyst upgrades, led by Barclays, pushed the stock up around 9% and rekindled talk of a potential S&P 500 inclusion in early 2026. See our latest analysis for Vertiv Holdings Co. The move comes after a choppy few weeks when Vertiv’s 30 day share price return of negative 7.09% briefly cooled sentiment, even as the 1 year total shareholder return of 39.94% and three year total shareholder return above 1,000% underline that...

JetBlue Airways (JBLU) is back in focus after unveiling a new daily nonstop route between New York JFK and Cleveland, even as Caribbean disruptions test parts of its network and shape expectations for 2026 performance. See our latest analysis for JetBlue Airways. Despite the buzz around the Cleveland route and premium seating plans, JetBlue's latest share price of $4.59 sits against a weak backdrop. A 1 year total shareholder return of minus 38.9 percent signals that momentum has been fading...

Argan (AGX) has quietly turned into a serious long term winner, with the stock up roughly 21% over the past year and more than 800% over the past 3 years, far outpacing the broader market. See our latest analysis for Argan. Recent trading has reinforced that strength, with a 23.7% 90 day share price return and a 120.6% one year total shareholder return signaling that bullish momentum is still very much in play. If Argan’s run has you curious about what else might be gathering steam, this...

In 2025, EchoStar sold most of its spectrum portfolio, including US$23.00 billion in licenses to AT&T and US$19.60 billion to SpaceX, following a resolved Federal Communications Commission review that had temporarily frozen its ability to make interest payments. These transactions have effectively turned EchoStar into an investment-focused company and a major shareholder in SpaceX, reshaping how investors assess its core business model and asset base. We’ll now examine how EchoStar’s...

Why Four Corners Property Trust is Back on Income Investors Radar Four Corners Property Trust (FCPT) has quietly delivered steady revenue and earnings growth, even as the stock drifted lower over the past year. This has left income focused investors with a potentially more interesting entry point. See our latest analysis for Four Corners Property Trust. Over the past year, FCPT’s 1 year total shareholder return of negative 9.5 percent contrasts with its steady fundamentals, suggesting...

XPeng (NYSE:XPEV) just capped 2025 with eye catching delivery numbers, reporting 429,445 vehicles for the year, up 126% from 2024, a scale up that immediately reframes how investors think about its growth path. See our latest analysis for XPeng. The latest delivery surge, along with XPeng’s Middle East and Africa push and new extended range models, helps explain why the stock sits at a $20.43 share price with a strong one year total shareholder return of 74.47%. This suggests momentum is...

Axos Financial (AX) has quietly rewarded patient shareholders, with the stock up about 24% over the past year and more than doubling over the past 3 years, outpacing many regional banking peers. See our latest analysis for Axos Financial. At around $87.38 per share, Axos has seen a modest 1 month share price return recently, but that sits on top of a much stronger 1 year total shareholder return. This suggests positive momentum as investors warm to its growth and profitability story. If Axos...

Recent Performance and Investor Context Pinnacle Financial Partners (PNFP) has been drifting slightly lower in recent sessions, and that soft patch comes after a mixed stretch where the stock lost over 15% in the past year but gained over the past 3 years. See our latest analysis for Pinnacle Financial Partners. With the share price now around $95.10 after a choppy few weeks, the 1 year total shareholder return of negative mid teens contrasts with a solid 3 year total shareholder return in...

VEON (NasdaqGS:VEON) just gave investors a fresh reason to revisit the stock, with its Kazakhstan arm Beeline signing an MoU with Rakuten Symphony to explore next generation networks and AI driven digital services. See our latest analysis for VEON. The MoU news lands on top of a steady but unspectacular recent run, with the share price at $52.7 and a one year total shareholder return of 18.51%, while the three year total shareholder return of 335.99% shows that longer term momentum is still...

Applied Digital (APLD) heads into its Q2 report with fresh momentum, after securing a flexible Macquarie backed loan facility and spinning off its cloud arm to sharpen focus on AI centric data center development. See our latest analysis for Applied Digital. Those deals seem to be resonating, with a 1 day share price return of 14.64 percent and a 7 day share price return of 16.88 percent, while the 1 year total shareholder return above 200 percent suggests momentum is still firmly building...

Neurocrine Biosciences (NBIX) is back in focus after the company reported that its pivotal Phase 3 KINECT DCP trial of valbenazine in dyskinetic cerebral palsy failed to hit primary and key secondary efficacy endpoints. See our latest analysis for Neurocrine Biosciences. The KINECT DCP setback has added pressure to a stock that was already drifting lower in recent weeks, with a 30 day share price return of minus 9.59 percent. However, the roughly flat 90 day share price return and a 1 year...

IREN (NasdaqGS:IREN) just filed a $660.975 million shelf registration for up to 17,500,000 ordinary shares, an event that can reshape future share supply dynamics and investor expectations around its growth plans. See our latest analysis for IREN. The shelf registration lands after a volatile stretch, with the latest 1 day share price return of 13.05 percent partly offsetting a 90 day share price return of minus 26.06 percent. At the same time, the 1 year total shareholder return of 276.54...

Champion Homes (SKY) has quietly outperformed over the past 3 years, even as the stock has slipped about 6% in the past year. This makes its latest pullback interesting for patient investors. See our latest analysis for Champion Homes. The latest pullback sits in contrast to Champion Homes’ strong 3 year total shareholder return of 55.86%, with a solid 90 day share price return of 22.17% suggesting momentum is still building around its growth story and perceived resilience. If this steady...

Omeros Corporation has announced that the FDA previously approved YARTEMLEA (narsoplimab-wuug) for treating hematopoietic stem cell transplant-associated thrombotic microangiopathy, with U.S. launch preparations and dedicated billing codes now in place. This approval gives Omeros its first marketed complement-inhibiting therapy in a rare, high-need indication, supported by a tailored patient assistance program and a long-acting MASP-2 inhibitor emerging from Phase 1 trials. We will now...

Palo Alto Networks (PANW) just kicked off its fiscal year with results that cleared Wall Street’s revenue and EBITDA expectations, even as billings came in soft, and that mix is what investors are parsing now. See our latest analysis for Palo Alto Networks. The market reaction has been cautious, with the 30 day share price return of minus 9.79 percent and 90 day share price return of minus 15.62 percent contrasting with a powerful three year total shareholder return of 166.03 percent. This...

Axsome Therapeutics recently received formal pre-NDA meeting minutes from the FDA supporting a future NDA submission for AXS-12 in narcolepsy-related cataplexy, while the agency also accepted and granted priority review to a supplemental NDA for AXS-05 to treat agitation associated with Alzheimer’s disease with an April 30, 2026 target action date. These regulatory milestones highlight Axsome’s push to broaden its neuroscience franchise into narcolepsy and Alzheimer’s-related agitation,...