U.S. Food Stock News

Earlier this quarter, New York-based D1 Capital Partners lifted its stake in Flowserve by nearly 5.8 million shares to about 7.5 million, a position valued at roughly US$397.5 million at quarter-end. This move came alongside Flowserve reporting consistent operations, expanding margins, stronger cash generation, and a higher mix of aftermarket revenue, underscoring rising confidence in its business quality. We’ll now examine how D1’s larger ownership position and Flowserve’s margin and cash...

Tronox Holdings (NYSE:TROX) is back on investor radar after lining up up to $600 million in potential government backed financing to expand its rare earths supply chain across Australian mining and processing assets. See our latest analysis for Tronox Holdings. The news lands at an interesting moment for Tronox, with the latest $4.52 share price sitting well below where it started the year. This comes despite a sharp 30 day share price return of 25.21 percent, which suggests momentum may be...

If you have been wondering whether Iridium Communications is starting to look like a bargain or just a value trap, you are not alone, and this is exactly the kind of stock where valuation really matters. The share price has bounced 7.5% over the last week and 12.7% over the past month, but it is still down 36.2% year to date and 36.6% over the last year. That suggests sentiment has shifted, but conviction is still fragile. Those moves come against a backdrop of ongoing interest in satellite...

On November 25, 2025, Loar Holdings Inc. amended its Credit Agreement, increasing its delayed draw term loan commitment by US$175.0 million to US$275.0 million and extending the availability period through September 30, 2026, leaving the full US$275.0 million still undrawn as of that date. This expanded and extended loan capacity, together with fresh analyst coverage positioning Loar as a high-quality aerospace aftermarket M&A compounder, enhances the company’s financial flexibility to...

Earlier this quarter, Waste Connections reported a stronger-than-expected earnings update, with an organic revenue beat, lower employee turnover, record low safety incidents, and roughly 80 basis points of solid waste margin expansion despite mixed results across the broader waste management sector. These operational gains, particularly the combination of improved workforce stability and safety, highlight internal efficiencies that may set Waste Connections apart from industry peers. Now...

Dover (DOV) is back on investors radar after its third quarter update showed steady revenue gains, faster earnings growth, and a guidance bump that points to more confidence from management heading into year end. See our latest analysis for Dover. The upbeat third quarter has clearly shifted sentiment, with the recent earnings pop and guidance raise helping drive a 7.47% 1 month share price return and reinforcing Dover’s strong 3 year total shareholder return of 44.28% despite a modest 1 year...

BillionToOne (BLLN) has just put another big quarter on the board, with Q3 2025 revenue at about $62.8 million and Basic EPS of roughly -$0.20, as investors gauge how fast the top line can outrun still negative earnings. The company has seen revenue move from roughly $34.5 million in early 2024 to about $41.7 million later that year and then to $62.8 million in 2025, while Basic EPS shifted from about -$0.76 to -$1.30 and then to -$0.20 over the same stretch, setting up a story where rapid...

Aeva Technologies (AEVA) just landed a major win, being chosen as the exclusive LiDAR supplier for a top European automaker's global Level 3 vehicle platform. This development is sparking fresh attention on the stock and its long term revenue potential. See our latest analysis for Aeva Technologies. The market has been quick to respond, with a 12.78% 7 day share price return and year to date share price gains above 200 percent signaling that sentiment and growth expectations are clearly...

Wondering if Ingevity at around $58.83 is still a smart buy or if the easy money has already been made? You are not alone; this stock has quietly been drawing fresh attention from value focused investors. After a tough few years, the share price has surged, up 12.6% over the last week, 18.8% over the past month, and 48.8% year to date, even though the 3 and 5 year returns are still down 15.5% and 19.7% respectively. Part of this turnaround story reflects shifting sentiment around specialty...

In early December 2025, Deutsche Bank downgraded 3M from “Buy” to “Hold,” reflecting more cautious expectations for the company’s medium-term growth and aligning its outlook more closely with industrial peers. This shift in analyst sentiment comes even as 3M reports progress on its turnaround plan, including margin expansion and restructuring efforts such as the recent healthcare spin-off into Solventum. Against this backdrop of a more cautious Deutsche Bank rating, we’ll now examine how...

In recent days, Manatuck Hill Partners cut its position in The RealReal by 350,000 shares and Chief Accounting Officer Steve Lo sold 62,355 shares, even as the value of Manatuck’s remaining stake rose to about US$13.6 million. Despite this steady pattern of insider selling, The RealReal’s latest Q3 results showed record growth in gross merchandise volume and revenue, stronger adjusted EBITDA, and higher free cash flow, supporting management’s more confident full-year outlook. We’ll now...

In recent days, Walker & Dunlop arranged a comprehensive financing package for Newark’s 22 Fulton Street and a US$285,000,000 bridge loan for Brooklyn’s Greenpoint Central, while its annual survey at Affordable Housing Finance Live pointed to strong expectations for increased affordable housing investment. Together, these transactions and survey findings highlight Walker & Dunlop’s growing role at the intersection of multifamily development, affordable housing policy, and institutional...

If you are wondering whether Freshpet is finally a bargain after its big slide, or if it is a value trap in disguise, this breakdown will help you assess whether the current share price makes sense. The stock has moved around lately, up about 2.7% over the last week and 15.3% over the past month, but it is still down roughly 55.8% year to date and 56.4% over the last year. This naturally raises questions about whether sentiment has swung too far. Recent headlines have focused on Freshpet's...

Tower Semiconductor has recently presented at Barclays’ 23rd Annual Global Technology Conference in San Francisco and participated in Nomura’s CES Technology Conference in Las Vegas, offering investors one-on-one access to management while highlighting its focus on high-value analog solutions. These appearances coincided with growing institutional interest and fund outperformance tied to Tower’s capacity expansion in Silicon Photonics and Silicon Germanium for data center and AI...

Wondering if Toro is quietly turning into a value opportunity after a rough patch? This breakdown will help you decide whether the current price makes sense or not. Despite being down roughly 7.3% year to date and 14.7% over the past year, the stock has ticked up about 2.8% in the last week and 1.4% over the last month, hinting that sentiment may be starting to shift. Recent headlines have focused on how Toro is navigating a slower residential and professional equipment market while leaning...

If you have been wondering whether Associated Banc-Corp is still reasonably priced after its recent climb, you are not alone. This article is going to walk through what the current share price actually bakes in. The stock has quietly put together a solid run, up 4.8% over the last week, 5.6% over the past month, 14.7% year to date, and an impressive 97.4% over five years. This naturally raises the question of how much upside is left versus the risks on the table. Recently, Associated...

OPKO Health (OPK) has quietly moved higher over the past month, even as its longer term returns remain weak. This has left investors debating whether this low priced healthcare name is finally resetting expectations. See our latest analysis for OPKO Health. Zooming out a bit, OPKO’s roughly 3 percent 1 month share price return contrasts with a still weak 1 year total shareholder return. This suggests sentiment is stabilising rather than surging as investors reassess its turnaround...

If you are wondering whether Tapestry is still a buy after its big run, you are not alone. This stock has become a litmus test for how investors value premium brands in a changing consumer landscape. The share price has been on a tear, up 5.2% over the last week, 11.0% over the last month, and 79.4% year to date, capping off a 92.0% 1-year gain and multi-year returns north of 200%. Much of that momentum has been tied to headlines around Tapestry's portfolio strategy and brand investments,...

If you are wondering whether Archrock is still a smart buy after its big multi year run, or if most of the upside is already priced in, this breakdown will help you assess whether the current price tag makes sense. The stock has inched up 6.2% over the last week and 4.4% over the past month, while longer term holders have seen gains of 254.8% over three years and 277.2% over five years. Those moves have come as investors focus on Archrock's role in natural gas infrastructure and the broader...

Hinge Health (HNGE) has been quietly on the move, with shares up over 12% in the past month and more than 32% year to date, even though the past 3 months have remained choppy. See our latest analysis for Hinge Health. That mix of a 7 day share price return near 8 percent and a 30 day share price return above 12 percent, despite a weaker 90 day patch, suggests momentum in Hinge Health is quietly rebuilding as investors reassess its growth story and risk profile around the 49.69 dollar mark. If...

If you are wondering whether Artisan Partners Asset Management is quietly turning into a value opportunity or if the market is pricing it just right, this article will walk through what the numbers are really saying. The stock has pulled back recently, down around 3.3% over the last week and 8.8% over the past month, even though the 3 year return is still a strong 56.7% and 5 year performance sits at 22.1%. That combination of a recent slide and still solid multi year gains has come...

Masco Corporation has announced that Group President of Decorative Architectural Products Imran Ahmad will leave on December 31, 2025, as his role is eliminated, while a new Executive Committee structure takes effect on January 1, 2026, consolidating oversight of key business units under President & CEO Jon Nudi and other senior leaders. This reshaped leadership model, including Jai Shah’s expanded Plumbing & Wellness remit and the addition of incoming Chief Human Resource Officer Jen Stone,...

If you are wondering whether AGNC Investment is still a smart income play at today's price, or if most of the upside has already been taken, this breakdown is for you. After closing around $10.38, the stock has quietly climbed 11.9% year to date and is up 25.4% over the last year, despite some short term noise, with a 1.3% gain over 30 days and a small 0.8% dip in the last week. Recent headlines have focused on shifting interest rate expectations and the ripple effects across mortgage REITs,...

Mettler-Toledo International recently reported past third-quarter results that exceeded analyst expectations, with revenue rising 7.9% year over year and adjusted EPS improving 9.2%, underscoring resilient demand for its precision instruments across regulated industries. Alongside this earnings beat, sustained analyst optimism and fresh coverage updates highlight how Mettler-Toledo’s market leadership and diversified global footprint remain central to its long-term growth story. With this...