U.S. Food Stock News

NYSE:BMI
NYSE:BMIElectronic

Is It Time To Reassess Badger Meter (BMI) After Its Recent Share Price Pullback

If you are wondering whether Badger Meter's current share price still makes sense after a long run as a quality water technology name, you are not alone. The stock closed at US$145.88, with a 1% gain over the last week, a return of 24.3% over 3 years and 42.7% over 5 years, set against a 19.8% decline over 30 days, a 17.3% decline year to date and a 31.9% decline over 1 year. Recent attention on water infrastructure, measurement and monitoring solutions has kept companies like Badger Meter...
NasdaqGS:DLTR
NasdaqGS:DLTRConsumer Retailing

Is Dollar Tree (DLTR) Pricing Look Stretched After Mixed Recent Share Performance

If you are wondering whether Dollar Tree's current share price reflects fair value or a potential mispricing, you are in the right place. Recently, the stock has seen a 2% gain over the last 7 days, a 10.6% decline over the last 30 days, and a 60.5% return over the past year, which gives mixed signals about how the market is weighing its prospects and risks. These moves come as investors continue to reassess large US retailers and discount chains in general, paying closer attention to how...
NYSE:CRS
NYSE:CRSAerospace & Defense

Carpenter Technology (CRS) Is Up 12.3% After Raising FY26 Income Outlook And Completing Buyback Program

In late January 2026, Carpenter Technology Corporation reported second-quarter fiscal 2026 results showing higher sales of US$728 million and increased profitability versus a year earlier, alongside confirmation of third-quarter operating income guidance of US$177 million to US$182 million. The company also raised its full-year fiscal 2026 operating income outlook to US$680 million to US$700 million and completed a US$183.09 million share repurchase program, underscoring management’s...
NYSE:CNC
NYSE:CNCHealthcare

A Look At Centene (CNC) Valuation After Recent Share Price Weakness

Centene stock moves after recent performance Centene (CNC) has drawn investor attention after recent share performance, with the stock showing a 2.5% decline over the past day and an 8.4% fall over the past week. See our latest analysis for Centene. With the share price at US$39.92 after a 12.7% 1 month share price decline, recent weakness contrasts with a 6.3% 3 month share price gain, while the 1 year total shareholder return of a 31.9% loss suggests momentum has been fading rather than...
NYSE:ETSY
NYSE:ETSYMultiline Retail

Etsy (ETSY) Valuation Check As Mobile Pivot Depop Growth And Buybacks Shape Expectations

Recent reports point to Etsy (ETSY) leaning into a mobile-first model, with higher app rankings, stronger usage metrics, and Depop’s rapid growth now sitting alongside buybacks and fresh institutional interest. See our latest analysis for Etsy. At a share price of US$54.46, Etsy has seen a 2.6% 1 day share price gain. However, the 30 day share price return of 11.3% and year to date share price return of 4.9% suggest momentum has cooled, while the 3 year total shareholder return loss of 60.4%...
NYSE:VZ
NYSE:VZTelecom

Verizon Consumer Leadership Shift Puts Transformation And Investor Thesis To Test

Verizon Communications (NYSE:VZ) has announced a leadership change in its Consumer Group, with CEO Sowmyanarayan Sampath stepping down. Alfonso Villanueva, currently Chief Transformation Officer, has been appointed interim head of the Consumer Group. The transition comes as Verizon advances a customer focused turnaround and integrates recent transformation efforts. For Verizon Communications, the shake up comes at a time when the stock is trading at $47.1 and has logged a 26.0% return over...
NYSE:KBH
NYSE:KBHConsumer Durables

Is KB Home's (KBH) Leadership Shift and New Communities Reinforcing Its Long-Term Strategy?

KB Home has recently opened several new-home communities across key U.S. markets, including Marysville in Washington, Fremont and Daly City in California, southwest Las Vegas, Morgan Hill, and Southeast Tucson, while also announcing that long-time executive Robert McGibney will become CEO on March 1, 2026, as Jeffrey Mezger moves to Executive Chairman. This combination of geographically diverse community launches and a planned leadership handover to an internal veteran highlights KB Home’s...
NYSE:LII
NYSE:LIIBuilding

Does Acquisition-Led Growth Amid Buybacks Shift the Bull Case For Lennox International (LII)?

Lennox International reported full-year 2025 results showing sales of US$5,195.3 million and net income of US$805.8 million, alongside 2026 guidance for revenue to grow by about 6% to 7% with acquisitions contributing roughly 4%. Despite softer end-market demand and an 11% quarterly revenue drop cited by management, Lennox continued its long-running buyback, retiring 299,169 shares in the latest quarter and 16,414,263 shares in total under the program launched in 2014. Next, we consider how...
NYSE:BA
NYSE:BAAerospace & Defense

The Bull Case For Boeing (BA) Could Change Following Air Cambodia’s 737 MAX Fleet Renewal Deal

In early February 2026, Boeing and Air Cambodia announced at the Singapore Airshow that the airline had ordered up to 20 fuel-efficient 737 MAX jets, including 10 firm 737-8s and options for 10 more, to renew and grow its regional fleet across Asia. This first Boeing purchase by Air Cambodia underlines how carriers in Southeast Asia are turning to newer, lower-fuel-burn aircraft as air travel’s role in regional connectivity expands. We’ll now examine how this new 737 MAX order, set against...
NYSE:PJT
NYSE:PJTCapital Markets

A Look At PJT Partners (PJT) Valuation After Mixed Q4 Results And Record Annual Revenue

What triggered the latest move in PJT Partners stock? PJT Partners (PJT) just reported record annual revenue and an earnings beat for the fourth quarter, while missing quarterly revenue expectations. This combination left investors weighing growth concerns against clear profitability and business strength. See our latest analysis for PJT Partners. The latest Q4 announcement, dividend declaration and update on share repurchases came against a weaker tape, with a 1 month share price return...
NYSE:ELV
NYSE:ELVHealthcare

Elevance Health Refocuses On Government Plans And Shareholder Returns

Elevance Health (NYSE:ELV) is reshaping its business by adjusting its Medicaid and Medicare portfolio and stepping away from lower margin markets. The company is putting more emphasis on balance sheet strength and share repurchases, with less focus on new acquisitions. These changes highlight a shift in priorities toward margin stability and tighter capital allocation. For investors watching NYSE:ELV, this reset comes at a time when the stock has faced pressure, with a 10.5% decline over...
NasdaqGS:SFD
NasdaqGS:SFDFood

Is It Time To Reassess Smithfield Foods (SFD) After Recent Share Price Strength

If you are wondering whether Smithfield Foods is starting to look like good value or getting a bit stretched, you are in the right place for a clear, valuation focused look at the stock. Smithfield Foods recently closed at US$24.57, with returns of 3.5% over 7 days, 13.1% over 30 days, 10.9% year to date and 24.2% over 1 year. This may signal that expectations and perceived risk around the stock have shifted. Recent company news has centered on Smithfield Foods' position in the packaged...
NasdaqGS:APLD
NasdaqGS:APLDIT

Assessing Applied Digital (APLD) Valuation After New US$50 Million Polaris Forge 2 Financing

Applied Digital (APLD) just lined up a US$50 million senior secured promissory note to acquire and start work on its Polaris Forge 2 data center, with repayment tied to the signing of large AI and cloud leases. See our latest analysis for Applied Digital. The new PF2 financing lands after a sharp pullback, with a 1 day share price return of an 11.72% decline and a 7 day share price return of a 26.86% decline, even though total shareholder return is about 2.5x over one year and roughly 8x over...
NYSE:WSM
NYSE:WSMSpecialty Retail

Is Williams-Sonoma (WSM) Fairly Priced After Strong Multi Year Share Price Gains

Wondering whether Williams-Sonoma at around US$212 a share still offers value, or if most of the opportunity is already priced in? This article is built to help you frame that question clearly. The stock has recently closed at US$212.49, with returns of 3.3% over 7 days, 7.9% over 30 days, 13.1% year to date, 2.3% over 1 year, 254.3% over 3 years and 265.9% over 5 years. These figures naturally raise questions about where value stands today. Recent news coverage has focused on...
NasdaqCM:EOSE
NasdaqCM:EOSEElectrical

Can Eos Energy (EOSE) Turn Its 2025 Zinc Battery Ramp Into a Durable Data Center Edge?

Recently, coverage of Eos Energy Enterprises highlighted management’s expectation for a major ramp-up in zinc-based battery production and deliveries in the fourth quarter of 2025, alongside efforts to resolve operational bottlenecks. An interesting angle is how Eos’s domestically manufactured, non-lithium storage technology is drawing attention as AI and data center power needs intensify and supply-chain considerations remain important. We’ll now explore how Eos’s planned late-2025...
NasdaqGS:RMBS
NasdaqGS:RMBSSemiconductor

Rambus (RMBS) Valuation After Record 2025 Results And Volatile Reaction To Softer Q1 2026 Outlook

Rambus (RMBS) has just delivered record Q4 and full year 2025 results, while at the same time flagging softer Q1 2026 guidance tied to a one off supply chain disruption. This mix has stirred sharp share volatility. See our latest analysis for Rambus. The market reaction has been sharp, with a 19.33% 7 day share price decline and a 2.72% 1 day drop resetting expectations after record 2025 results. This comes even as the 1 year total shareholder return of 45.81% and 5 year total shareholder...
NasdaqGM:AXSM
NasdaqGM:AXSMPharmaceuticals

Auvelity Priority Review And Revenue Update Could Be A Game Changer For Axsome Therapeutics (AXSM)

In recent months, Axsome Therapeutics reported interim unaudited 2025 results pointing to strong product revenue growth, while its lead drug Auvelity secured priority FDA review for treating agitation in Alzheimer’s disease with an April 30, 2026 target action date. These updates highlight how Axsome’s growing commercial footprint and expanding late-stage pipeline in central nervous system disorders could reshape the company’s long-term revenue mix if approvals and label expansions are...
NasdaqGS:IBKR
NasdaqGS:IBKRCapital Markets

Interactive Brokers Group (IBKR) Valuation Check After Recent Share Price Pullback And Strong Profitability Narrative

Recent share performance and business scale Interactive Brokers Group (IBKR) has seen mixed share performance recently, with a 1 day return of about 5% decline and a past week move of roughly 7% decline. This sets up questions about how its fundamentals line up with the current price. Over the past month and past 3 months, returns of about 3% decline and 1% decline contrast with a 1 year total return of roughly 21%. Revenue of US$6.2b and net income of US$984.0m outline the current business...
NasdaqGS:ACGL
NasdaqGS:ACGLInsurance

Is Arch Capital Group (ACGL) Still Attractive After Strong Multi Year Share Price Gains?

If you are wondering whether Arch Capital Group is still good value at around US$101.98 per share, it helps to step back from the headline price and look at what that number really stands for. The stock has returned 6.5% over the last 7 days, 8.6% over 30 days, 8.7% year to date, 8.6% over 1 year, 67.3% over 3 years and 201.6% over 5 years, which naturally raises questions about how much of the story is already reflected in the price. Recent coverage has focused on Arch Capital Group as a US...
NYSE:APLE
NYSE:APLEHotel and Resort REITs

Did Barclays’ New APLE Rating Quietly Redefine Apple Hospitality REIT’s Income-Focused Investment Narrative?

In early January, Barclays began covering Apple Hospitality REIT, Inc. with a positive rating, emphasizing the REIT’s focus on operational efficiency, cost controls, and upgrading its hotel portfolio to newer assets that have supported steadier occupancy performance. This attention has reinforced Apple Hospitality REIT’s positioning as an income-oriented hotel owner, appealing to investors seeking recurring dividends linked to broad U.S. travel demand rather than rapid share price moves...
NasdaqGS:ATRO
NasdaqGS:ATROAerospace & Defense

Astronics’ Reaffirmed 2026 Revenue Outlook Might Change The Case For Investing In Astronics (ATRO)

In early February 2026, Astronics Corporation reaffirmed its preliminary 2026 revenue outlook, projecting US$950 million to US$990 million, which it said would represent approximately 10% to 15% growth over 2025. This maintained guidance gives investors a clearer sense of management’s expectations for business momentum and the scale of operations Astronics is targeting for 2026. With recent share price weakness, we’ll examine how Astronics’ reaffirmed 2026 revenue growth outlook shapes the...
NYSE:AXS
NYSE:AXSInsurance

AXIS Capital’s Record Underwriting Highlights Shift Toward Specialty And Technology

AXIS Capital Holdings (NYSE:AXS) reported record annual results, with its insurance segment posting strong underwriting profitability and improved operational efficiency. The company recorded its strongest combined ratio in more than a decade and double-digit book value growth over the year. Management highlighted investments in technology and AI, along with expansion into new specialty business lines, as key contributors to the latest performance. For you as an investor, the headline is...
NYSE:NOG
NYSE:NOGOil and Gas

Assessing Northern Oil and Gas (NOG) Valuation After Balance Sheet Moves And Targeted Acquisitions

Why Northern Oil and Gas (NOG) Is Back in Focus Recent commentary around Northern Oil and Gas (NOG) has zeroed in on its non operated model, recent debt extensions, balance sheet moves, and selective acquisitions. Taken together, these factors are reshaping how some investors view the stock. See our latest analysis for Northern Oil and Gas. At a share price of $24.44, Northern Oil and Gas has seen an 11.04% year to date share price return and a 16.21% 30 day share price return, even as its 1...
NasdaqGS:EBAY
NasdaqGS:EBAYMultiline Retail

A Look At eBay (EBAY) Valuation After Recent Share Price Pullback

eBay overview following recent share performance eBay (EBAY) has drawn fresh attention after recent share price moves, with the stock showing a 0.8% gain over the past day but an 8.4% decline across the past week. For investors tracking shorter and longer horizons, eBay’s return is a 5.5% decline over the past month and a 3.2% gain over the past 3 months, while 1 year, 3 year, and 5 year total returns stand at 30.1%, 89.4%, and 51.5% respectively. See our latest analysis for eBay. With the...