U.S. Food Stock News

Earlier this month, the Muscular Dystrophy Association highlighted the U.S. FDA’s approval of Amgen’s UPLIZNA (inebilizumab-cdon) for adults with generalized myasthenia gravis who are both AChR- and MuSK-antibody positive, making it the first and only CD19-targeted B-cell therapy cleared for this condition. This approval broadens Amgen’s autoimmune footprint by extending an already-approved B-cell therapy into a third indication, potentially reinforcing the company’s efforts to diversify...

Earlier in December 2025, First Bancorp was added to the S&P Banks Select Industry Index, shortly after its Board declared a US$0.23 per-share cash dividend payable on January 25, 2026 to shareholders of record on December 31, 2025. This index inclusion can increase visibility among institutional investors and index-tracking funds, potentially influencing how the market frames First Bancorp’s role within the banking sector. Next, we will examine how First Bancorp’s addition to the S&P Banks...

Yelp (YELP) is getting a fresh look from investors after Amazon announced that Alexa+ will plug directly into Yelp’s local reviews and booking tools, representing a material expansion of Yelp’s distribution footprint. See our latest analysis for Yelp. The market has started to notice, with a 1 month share price return of 5.96 percent from a latest share price of 30.77 dollars. However, the year to date share price return of negative 21.24 percent and 1 year total shareholder return of...

Earlier in December 2025, KB Home reported fourth-quarter and full-year results showing lower revenue and earnings versus the prior year, issued more cautious 2026 housing revenue guidance of US$1.05 billion–US$1.15 billion for the first quarter and US$5.10 billion–US$6.10 billion for the year, and detailed additional buybacks including a completed US$100 million repurchase of 1,600,000 shares announced in October 2025. These softer results, coupled with margin pressure and a Raymond James...

Tyra Biosciences (TYRA) has been drawing fresh attention after joining the S&P Biotechnology Select Industry Index, a move that can quietly reshape who owns the stock and how it trades. See our latest analysis for Tyra Biosciences. The index inclusion, combined with leadership hires and pre-planned insider sales, has coincided with an 18.2 percent 1 month share price return and a powerful 242.6 percent 3 year total shareholder return. This suggests momentum is still building rather than...

Peloton Interactive (PTON) has had a rough stretch in the market, with the stock sliding over the past year even as annual revenue and net income trends show early signs of stabilizing off earlier lows. See our latest analysis for Peloton Interactive. At around $6.11 per share, Peloton’s recent slide, including a steep 90 day share price return of negative 28.66 percent, signals fading momentum as investors reassess both its turnaround prospects and ongoing execution risks after earlier...

Pacira BioSciences (PCRX) just joined the PROBE Consortium, a European Innovative Health Initiative backed effort that uses AI and massive real world osteoarthritis datasets, and that move gives fresh context to the stock. See our latest analysis for Pacira BioSciences. The PROBE announcement lands at a time when sentiment around Pacira is quietly improving. A roughly 9 percent 1 month share price return has helped extend its strong year to date share price gains, even though the 3 year total...

On December 11, 2025, MDU Resources Group, Inc. amended and restated its five-year revolving credit agreement, extending the US$200,000,000 facility’s maturity from May 31, 2028 to December 11, 2030, with options to increase commitments by up to US$50,000,000 and maintain subfacilities for standby letters of credit and swingline loans. This longer-dated access to bank funding, tied to leverage covenants and ratings-based pricing, arrives as MDU contends with multi‑year sales declines, weak...

Frontier Group Holdings, Inc. has appointed President James G. Dempsey as Interim CEO effective December 15, 2025, with longtime CEO Barry L. Biffle transitioning to an advisory role through year-end. Dempsey’s progression from CFO to President and now Interim CEO, backed by experience at Ryanair and PricewaterhouseCoopers, signals continuity rooted in deep airline and financial expertise. We’ll now explore how Dempsey’s interim appointment and his operational and financial background could...

TKO Group Holdings (TKO) just wrapped an $800 million accelerated share repurchase and rolled out a fresh plan to buy back another $174 million, a capital return signal that investors are clearly taking seriously. See our latest analysis for TKO Group Holdings. The buybacks come as TKO trades near record highs at $217.98, with a roughly 20% 1 month share price return contributing to a strong year to date share price gain. This suggests momentum is still building as investors reassess its...

In the past quarter, London-based Decagon Asset Management and Sand Grove Capital Management each initiated sizeable positions in CyberArk Software, making the identity security provider one of the largest holdings in both firms’ U.S. equity portfolios. The fact that two separate London hedge funds independently concentrated so much capital in CyberArk highlights growing institutional conviction in its subscription-driven, recurring revenue model. Next, we’ll examine how this concentrated...

Varonis Systems (VRNS) is back in the spotlight after its third quarter 2025 earnings miss, a sharp drop in term license subscription revenue, and a cut to full year ARR guidance triggered a steep selloff. See our latest analysis for Varonis Systems. That reset has been brutal for recent holders, with the 90 day share price return at around negative 43 percent and 1 year total shareholder return down roughly 26 percent, even though the 3 year total shareholder return remains positive and...

Ryder System has announced a leadership transition, with long-tenured CEO and Chairman Robert E. Sanchez set to retire on March 31, 2026, and President and COO John J. Diez scheduled to assume the chief executive role and join the board on the same date. Alongside this CEO succession, the board is evolving with the planned retirement of director Abbie Smith and the addition of former Southwest Airlines CFO Tammy Romo, whose financial oversight experience and committee roles may influence...

Northwest Natural Holding (NWN) just paired a 200 million long term bond raise with a planned handoff in its top legal seat, a combination that quietly reshapes both its balance sheet and governance profile. See our latest analysis for Northwest Natural Holding. Those moves come after a solid run for the stock, with a year-to-date share price return of about 19 percent and a one-year total shareholder return close to 25 percent, suggesting momentum has been quietly building as investors...

Bilibili (BILI) just picked up an upgrade to a Zacks Rank of 2, Buy, after analysts sharply raised full year earnings estimates, a shift that helps explain the stock’s strong year to date rally. See our latest analysis for Bilibili. The upgrade lands after a volatile stretch in the stock, with a robust 44.60% year to date share price return contrasting with a softer 29.08% one year total shareholder return. This suggests that momentum is rebuilding as earnings expectations reset. If this kind...

Globe Life (GL) just launched Globe Life Re Ltd. in Bermuda, a new reinsurance platform aimed at centralizing how the group shares and manages risk across its insurance affiliates. See our latest analysis for Globe Life. The move comes after a strong run in the stock, with a year to date share price return of about 27.9 percent and a one year total shareholder return of roughly 30.7 percent. This suggests momentum is building as investors reassess its growth and risk profile. If this kind of...

Signet Jewelers (SIG) has quietly become one of retail’s more interesting value stories, with the stock up about 12% this year but still giving back some gains over the past month and past 3 months. See our latest analysis for Signet Jewelers. At around $87.01 per share, Signet’s recent pullback, including a weaker 1 month share price return after a solid year to date share price gain, looks more like cooling momentum than a broken story, especially given its strong 5 year total shareholder...

Relay Therapeutics (RLAY) just put fresh clinical data for its PI3K alpha inhibitor zovegalisib in front of oncologists at the San Antonio Breast Cancer Symposium, and the subset analysis immediately sharpened the stock’s risk reward profile. See our latest analysis for Relay Therapeutics. The zovegalisib update lands after a sharp rebound in sentiment, with a roughly 97 percent 90 day share price return and a 104 percent one year total shareholder return, even though the five year total...

Immunome (IMNM) just delivered a big one two for investors, first unveiling strong Phase 3 RINGSIDE data for varegacestat in desmoid tumors, then swiftly raising about $400 million through a follow on stock offering. See our latest analysis for Immunome. Those blockbuster Phase 3 results and the follow on raise have not gone unnoticed, with the share price climbing to $22.33 and delivering a 90 day share price return of about 120 percent, while the three year total shareholder return is...

Americold Realty Trust (COLD) has quietly staged a sharp rebound this month, even as its longer term returns remain deeply negative. That mix of short term strength and multi year pain is exactly what makes the stock interesting now. See our latest analysis for Americold Realty Trust. The recent 20.1% 1 month share price return to $12.57 has sparked some optimism, but it comes after a heavy 41.1% year to date share price decline and multi year total shareholder losses. This suggests sentiment...

Grand Canyon Education (LOPE) just posted revenue growth of about 10% in line with expectations, but its softer full year earnings guidance and lag versus peers quickly turned the spotlight to profitability. See our latest analysis for Grand Canyon Education. That cautious EPS outlook helps explain why, even with a solid 30 day share price return of 8.35 percent, Grand Canyon Education is still working off a 21.51 percent 90 day share price pullback. This leaves long term total shareholder...

Rezolute (RZLT) just released topline data from its pivotal Phase 3 sunRIZE trial in congenital hyperinsulinism, and the drug missed both primary and key secondary endpoints, forcing investors to quickly reassess the story. See our latest analysis for Rezolute. The setback helps explain why Rezolute’s 30 day share price return sits at around negative 72 percent even after a sharp short term rebound. The share price closed at 2.74 dollars, and while the three year total shareholder return is...

Wondering whether Chemours at around $12 is a bargain or a value trap? You are not alone, and this breakdown is designed to help you decide with a clear, valuation-first lens. Despite a tough longer-term picture, with the stock still down 29.0% over the past year and 55.1% over three years, it has shown some short-term life, rising 3.4% in the last week and 4.3% over the past month, even though it remains down 28.2% year to date. Recent moves have been shaped by ongoing headlines around...

NGL Energy Partners LP recently declared quarterly distributions for its 11.460% Class B and 11.369% Class C Floating Rate Cumulative Redeemable Perpetual Preferred Units, along with a US$14,618,325.21 cash distribution for its Class D Preferred Units, all payable on January 15, 2026 to holders of record on January 1, 2026. This comes as NGL Energy Partners has been benefiting from a very large upward revision in full-year earnings estimates and a higher Zacks Rank, signaling a shift in...