U.S. Food Stock News

NYSE:CLX
NYSE:CLXHousehold Products

Can Clorox (CLX) Sustain Its Transformation While Raising Dividends and Integrating Purell?

In early February 2026, The Clorox Company reported second-quarter sales of US$1,673 million and net income of US$157 million, both slightly below the prior year, while continuing to repurchase shares under its longstanding buyback program. At the same time, Clorox extended its 48-year streak of dividend increases and pressed ahead with a complex business transformation, including a completed ERP rollout and the integration of its US$2.25 billion GOJO (Purell) acquisition, even as margins...
NYSE:ALG
NYSE:ALGMachinery

Is It Too Late To Consider Alamo Group (ALG) After Strong Recent Share Price Gains?

If you are trying to figure out whether Alamo Group is fairly priced or giving you a margin of safety, the key is to look past the share price and focus on what the underlying business might be worth. The stock last closed at US$210.84, with stated total returns of 1.2% over 7 days, 10.6% over 30 days, 23.7% year to date, 15.0% over 1 year, 31.5% over 3 years and 38.9% over 5 years, which may change how investors think about both upside and risk. Recent coverage around Alamo Group has...
NYSE:AMP
NYSE:AMPCapital Markets

Will Ameriprise (AMP) Preserve Its Wealth Management Edge After Sweeney’s 2026 Exit?

Ameriprise Financial announced that Joseph E. Sweeney, President of Advice & Wealth Management Products & Service Delivery, decided to retire from the company effective April 3, 2026, marking a leadership change in its core wealth management business. This leadership transition comes soon after Ameriprise reported record revenue and earnings in its Advice & Wealth Management segment, raising questions about continuity in a key growth engine for the firm. We’ll now consider how Sweeney’s...
NYSE:SYK
NYSE:SYKMedical Equipment

Stryker’s New Humerus System Deepens Trauma Platform And Surgeon Ties

Stryker (NYSE:SYK) has launched the T2 Alpha Humerus Nailing System, a new trauma solution in its orthopedics portfolio. The system uses Stryker’s SOMA technology and is designed to support efficiency and consistency in humerus fracture procedures. The launch targets hospitals and surgeons looking to standardize complex upper extremity trauma care. Stryker, trading at around $366.05, is a large player in medical technology with an established presence in trauma and orthopedics. Over the...
NasdaqGS:SBLK
NasdaqGS:SBLKShipping

Should Star Bulk’s Earnings Beat and Longer Routes Require Action From Star Bulk Carriers (SBLK) Investors?

In the past few days, Star Bulk Carriers Corp reported third-quarter 2025 results that exceeded analyst expectations, delivering earnings per share of US$0.28 on revenue of US$263.8 million against prior forecasts. Analysts also highlighted that ongoing geopolitical disruptions are extending global shipping routes, which could support demand for dry bulk carriers like Star Bulk’s fleet. Now we’ll explore how stronger-than-expected quarterly earnings may influence Star Bulk Carriers’ existing...
NYSE:AMCR
NYSE:AMCRPackaging

Assessing Amcor (AMCR) Valuation After Earnings Beat Dividend Hike And Analyst Support

Amcor (NYSE:AMCR) is back in focus after its latest earnings release and dividend announcement, which highlighted higher sales, higher net income, and a slightly larger quarterly cash payout to shareholders. See our latest analysis for Amcor. The earnings beat, dividend increase and discussion of further cost synergies have coincided with a strong 30 day share price return of 13.58% and a 90 day share price return of 18.14%. Over a longer period, the 1 year total shareholder return of 5.32%...
NYSE:NTB
NYSE:NTBBanks

Does Earnings, Dividend Hike, And New Director Appointment Change The Bull Case For Butterfield (NTB)?

The Bank of N.T. Butterfield & Son Limited has reported past fourth-quarter 2025 net income of US$63.8 million and full-year net income of US$231.9 million, while also declaring a US$0.50 per-share quarterly dividend and appointing former CIA and Smithsonian executive Meroe Park as an independent director. Alongside earnings growth and active capital returns, the addition of a director with deep governance, operations, and cyber security experience could influence how Butterfield balances...
NasdaqGS:TTAN
NasdaqGS:TTANSoftware

A Look At ServiceTitan (TTAN) Valuation After Renewed Analyst Support And AI Resilience Focus

Recent analyst commentary on ServiceTitan (TTAN) has drawn fresh attention to the stock, highlighting positive views on its ability to handle AI related pressure and recession risk, even as the broader sector outlook appears more cautious. See our latest analysis for ServiceTitan. The recent 1 day share price return of 2.55% to US$62.74 comes after a sharp 30 day share price decline of 35.31% and a 1 year total shareholder return of 37.29% in the red. This suggests sentiment has been under...
NYSE:CARR
NYSE:CARRBuilding

Carrier Global Reshapes Portfolio Toward Data Center Cooling And Buybacks

Carrier Global (NYSE:CARR) plans to cut 3,000 jobs as part of a broad restructuring. The company intends to divest its Riello heating solutions business. Carrier is expanding its presence in data center cooling to capture rising demand for thermal management. The company has increased share repurchases as part of its capital return plans. Carrier Global is a major player in heating, ventilation, air conditioning and refrigeration, as well as fire and security solutions. The move toward data...
NasdaqGS:NWE
NasdaqGS:NWEIntegrated Utilities

NorthWestern Energy Group (NWE) Margin Compression Reinforces Bearish Earnings Quality Narratives

NorthWestern Energy Group (NWE) closed out FY 2025 with fourth quarter revenue of US$414.3 million and basic EPS of US$0.73, alongside net income of US$44.7 million. This puts fresh numbers on the table for investors focused on how profits are holding up. The company reported quarterly revenue of US$373.5 million in Q4 2024 and US$414.3 million in Q4 2025, while basic EPS moved from US$1.31 to US$0.73 over the same period. This provides a clear view of how the top line and per share earnings...
NasdaqGS:ANGI
NasdaqGS:ANGIInteractive Media and Services

Angi (ANGI) Valuation Check After Weak Q4 Results And Sharp Share Price Drop

Angi (ANGI) is back in focus after its fourth quarter 2025 results showed a 10.1% year on year revenue decline, softer service requests, and an earnings shortfall that coincided with a sharp share price drop. See our latest analysis for Angi. That weak quarter helped accelerate an existing trend, with a 7 day share price return of 31.65% and a 30 day share price return of 35.25%, contributing to a 1 year total shareholder return of 55.98% and a 5 year total shareholder return of 94.72%. This...
NasdaqGM:AAOI
NasdaqGM:AAOICommunications

Will AAOI’s US$300 Million Sugar Land Expansion Change Applied Optoelectronics' AI Datacenter Narrative?

Applied Optoelectronics recently held a groundbreaking ceremony for a new 210,000 square foot manufacturing facility in Sugar Land, Texas, where it plans to boost investment from US$150 million to as much as US$300 million and add 500 jobs focused on automated production of optical transceivers for AI and data center customers. This sizable U.S. manufacturing build-out underscores the company’s push to become a major domestic supplier of high-speed optical components to AI and cloud...
NYSE:CVS
NYSE:CVSHealthcare

Did Earnings Beat, Record Sales and 2026 EPS Outlook Just Shift CVS Health's (CVS) Investment Narrative?

CVS Health recently reported fourth-quarter 2025 results showing sales of US$34.02 billion and net income of US$2.94 billion, alongside record full-year revenue of US$402.07 billion but lower annual net income of US$1.77 billion due to goodwill and litigation charges. The company also confirmed 2026 GAAP diluted EPS guidance of US$5.94–US$6.14 and highlighted progress on its cost-based pharmacy reimbursement model and Rite Aid integration as it continues its turnaround efforts. Now we’ll...
NYSE:GFF
NYSE:GFFBuilding

Griffon (GFF) Valuation Check After Earnings Beat And Upgraded Analyst Outlook

What the latest earnings and guidance tell you about Griffon (GFF) Griffon (GFF) has drawn fresh attention after reporting quarterly results that exceeded Wall Street expectations and pairing that with new 2026 revenue guidance and a more upbeat view from at least one research firm. Management highlighted strong price and mix in residential and commercial building products, better profitability in Consumer and Professional Products, and solid free cash flow, which together have helped shape...
NasdaqGS:LAUR
NasdaqGS:LAURConsumer Services

Assessing Laureate Education (LAUR) Valuation After Upgraded Outlook And Expanded Buyback Plan

Laureate Education (LAUR) has been in focus after reporting 9% third quarter revenue growth, a 7% rise in new enrollments year to date, higher full year revenue guidance and an expanded share repurchase plan. See our latest analysis for Laureate Education. The share price has moved to US$34.77 after the earnings update, with a 15.40% 90 day share price return and a 72.90% total shareholder return over the past year suggesting momentum has been building rather than fading. If this earnings...
NYSE:MTRN
NYSE:MTRNMetals and Mining

Assessing Materion (MTRN) Valuation After Recent Share Price Momentum And Conflicting Fair Value Signals

Why Materion is on investors’ radar today Materion (MTRN) has drawn fresh attention after recent trading left the shares with a 1 day return of 0.4%, a past week gain of 5.5% and a past 3 months move of 37.2%. See our latest analysis for Materion. Materion’s recent 1 day and 7 day share price returns sit within a stronger trend. The 90 day share price return of 37.18% and 1 year total shareholder return of 65.52% point to building momentum around the US$159.68 stock. If Materion’s run has you...
NYSE:CMG
NYSE:CMGHospitality

A Look At Chipotle Mexican Grill (CMG) Valuation After First Comp Sales Decline And Ackman Exit

Chipotle Mexican Grill (CMG) is under close watch after reporting its first year over year decline in comparable restaurant sales since going public, paired with guidance for flat comps in 2026 and a high profile investor exit. See our latest analysis for Chipotle Mexican Grill. The recent guidance for flat comparable sales and the first year over year decline in comps has coincided with fading momentum, with a 1 month share price return of 10.57% decline and a 1 year total shareholder return...
NasdaqGS:AAL
NasdaqGS:AALAirlines

Assessing American Airlines Group (AAL) Valuation As Union Protest And No Confidence Vote Target Leadership

American Airlines Group (AAL) is back in focus after its flight attendant union staged a protest and issued a no confidence vote in CEO Robert Isom, highlighting management tensions and existing financial pressures. See our latest analysis for American Airlines Group. At a share price of $13.88, American Airlines Group has seen short term momentum fade, with a 7 day share price return of 8.92% and a 30 day share price return of 8.32%. The 90 day share price return of 8.78% contrasts with a 1...
NYSE:CMI
NYSE:CMIMachinery

Cummins Reshapes Portfolio As Engines Strengthen And Clean Tech Strategy Shifts

Cummins (NYSE:CMI) is divesting its remaining interest in Atmus Filtration Technologies as part of a broader transformation of its portfolio. The company is reviewing its Accelera segment after deteriorating market conditions and a halt to new commercial activity in its electrolyzer business. Cummins is rolling out new advanced engine platforms and expanding in power systems, signaling a shift in its product focus. Cummins, long known for its engines and power solutions, is reshaping where...
NYSE:ATGE
NYSE:ATGEConsumer Services

Is Covista’s (ATGE) Rebrand the Missing Link in Its Healthcare Education Competitive Edge?

On February 5, 2026, Covista Inc., formerly Adtalem Global Education Inc., officially changed its corporate name and updated its bylaws and registered agent details in Delaware to reflect the new identity. This rebranding accompanies Covista’s sharpened focus on healthcare education, including AI credentials and workforce support initiatives designed to address nationwide healthcare staffing gaps. Next, we’ll examine how Covista’s AI credentials partnership with Google Cloud shapes the...
NasdaqGS:WYNN
NasdaqGS:WYNNHospitality

Wynn Resorts Advances UAE Flagship As International Mix And Valuation Diverge

Wynn Resorts (NasdaqGS:WYNN) reported the topping out of the Wynn Al Marjan Island tower in the UAE, a key phase in its first Middle East project, with opening targeted for 2027. Management highlighted a shift toward greater international diversification, with an expectation that more than half of future revenues will come from markets outside the U.S. The company maintained its leading position for Forbes Travel Guide Five-Star awards and is proceeding with upgrades and renovations across...
NYSE:MKC
NYSE:MKCFood

Assessing McCormick (MKC) Valuation After A Recent Share Price Rebound

McCormick (MKC) is back on many watchlists after its recent share price move, with returns of about 4% over the past month and 9% over the past 3 months drawing fresh attention. See our latest analysis for McCormick. The recent 7 day share price return of 6.0% builds on a 90 day share price return of 9.4%, even though the 1 year total shareholder return is still about 4.7% lower. This suggests sentiment has been improving in the shorter term. If McCormick’s recent move has you rethinking...
NYSE:MUX
NYSE:MUXMetals and Mining

A Look At McEwen (MUX) Valuation After Golden Lake Deal And Fed Rate Cut Optimism

Why McEwen is back on investors’ radar Growing interest in gold miners, as some investors position for possible Federal Reserve rate cuts, has put McEwen (MUX) under a brighter spotlight, especially after its acquisition of Golden Lake Exploration Inc. in Nevada. See our latest analysis for McEwen. McEwen’s recent Golden Lake deal comes on top of strong share price momentum, with a 30 day share price return of 14.83%, a 90 day share price return of 49.04%, and a 1 year total shareholder...
NasdaqGS:UMBF
NasdaqGS:UMBFBanks

Is It Time To Reconsider UMB Financial (UMBF) After Recent Share Price Swings?

If you are wondering whether UMB Financial at around US$128.77 is offering fair value or a potential bargain, this article walks through what the numbers actually say. The share price has had mixed short term moves, with a 4.1% decline over the last 7 days, a 6.7% gain over 30 days, and returns of 10.6% year to date, 16.8% over 1 year, 48.1% over 3 years and 73.1% over 5 years. These returns sit against a backdrop of ongoing sector wide attention on US regional banks, including how they...