U.S. Food Stock News

NYSE:MA
NYSE:MADiversified Financial

Mastercard Balances Truist Open Banking Growth With Interchange Fee Pressure

Truist Financial has launched its first open banking integration using Mastercard's open finance technology, expanding data connectivity for US customers. Major US retailers are pushing for oral arguments in a long running legal dispute over Mastercard's proposed interchange fee settlement. These events highlight both growth opportunities in open banking and ongoing legal and regulatory questions around Mastercard's card fee structure. Mastercard (NYSE:MA) is trading at $537.46, with the...
NYSE:OLN
NYSE:OLNChemicals

Assessing Olin’s Valuation As 2025 Earnings Swing From Profit To Net Loss

Earnings setback reshapes the Olin story Olin (OLN) has moved into the spotlight after reporting a fourth quarter and full year 2025 net loss, a shift from profit a year earlier that puts its recent performance under closer scrutiny. The company reported fourth quarter sales of US$1,665.1 million compared with US$1,671.3 million in the prior year period, while fourth quarter net loss reached US$85.7 million versus net income of US$10.7 million a year ago. For the full year 2025, sales were...
NYSE:FAF
NYSE:FAFInsurance

Should First American Financial’s Strong 2025 Earnings Beat and Revenue Upside Require Action From FAF Investors?

First American Financial Corporation recently reported past fourth-quarter 2025 net income of US$211.9 million and full-year net income of US$621.8 million, with basic earnings per share from continuing operations rising to US$2.06 in the quarter and US$6.02 for the year. The sharp year-over-year increase in both quarterly and full-year earnings, alongside revenue beating analyst expectations, highlights a significant improvement in operating performance versus the prior period. We’ll now...
NasdaqGS:LASR
NasdaqGS:LASRElectronic

nLIGHT (LASR) Upsizes Equity Raise for Defense Lasers Is Its Risk Profile Quietly Shifting?

In early February 2026, nLIGHT, Inc. completed and upsized a follow-on equity offering to roughly US$201 million, broadened its shelf registration across multiple security types, and prepared to present at the TD Cowen Aerospace and Defense Conference. This capital raise, alongside active promotion of its high-energy laser weapon systems, including a new 70kW-class solution showcased at the World Defense Show, highlights nLIGHT’s intent to expand its role in defense-directed energy...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

CrowdStrike Expands Consumer Reach And Saudi Footprint While Shares Lag Targets

CrowdStrike Holdings (NasdaqGS:CRWD) has partnered with NordVPN to bring enterprise-grade threat intelligence to consumer VPN users. The company has signed a memorandum with Aramco to support Saudi Arabia's cybersecurity and AI goals and plans a regional headquarters and cloud deployment in the Kingdom. CrowdStrike focuses on cloud delivered endpoint and workload protection for enterprises, so teaming up with NordVPN extends its reach directly to consumers. For you as an investor, this...
NYSE:STWD
NYSE:STWDMortgage REITs

Is It Time To Reassess Starwood Property Trust (STWD) After Its Recent Share Price Stagnation?

If you are wondering whether Starwood Property Trust is offering good value at its recent price, you are not alone. Many income focused investors keep a close eye on this stock. The share price recently closed at US$18.06, with returns of 2.6% over 1 year, 18.9% over 3 years, and 33.4% over 5 years. The year-to-date move sits at a 2.0% decline, and the last 7 days at a 2.3% decline. Recent market attention has focused on how Starwood Property Trust is positioned within the diversified...
NYSE:SWK
NYSE:SWKMachinery

A Look At Stanley Black & Decker (SWK) Valuation After Soft Q4 Results And Supply Chain Reset

Stanley Black & Decker (SWK) is back in focus after fourth quarter results came in below analyst expectations, with softer retail demand and price sensitive consumers weighing on revenue and organic growth. See our latest analysis for Stanley Black & Decker. The weak fourth quarter follows a sharp rebound in the share price. The 90 day share price return is 34.32% and the year to date gain is 18.39%. The 1 year total shareholder return of 11.08% contrasts with a 5 year total shareholder...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

Are Zoom’s New AI Partner Tools Nudging Its Enterprise Workflow Strategy in a Durable Direction (ZM)?

Earlier this month, Vizrt announced two new AI-powered solutions, InteractifAI and CaptivAIte, built in partnership with Zoom to enrich Zoom-based corporate communications with interactive, on-brand graphics and more engaging video experiences. These launches, alongside Zoom’s ongoing AI integrations such as NDI-based Custom AV Zoom Rooms, highlight how third-party partners are increasingly embedding Zoom into higher-value, workflow-centric use cases. We’ll now consider how this deepening...
NYSE:KNTK
NYSE:KNTKOil and Gas

A Look At Kinetik Holdings (KNTK) Valuation After Dividend Hike And ECCC Pipeline Progress

Kinetik Holdings (KNTK) recently lifted its quarterly dividend by 4%, and that decision, together with progress on its ECCC pipeline project, is shaping how investors are reassessing the stock today. See our latest analysis for Kinetik Holdings. The recent dividend increase and progress on the ECCC pipeline come as Kinetik’s short term share price momentum has turned positive, with a 30 day share price return of 14.52% and a 90 day share price return of 27.30%. This is occurring even though...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Should Microsoft’s Expanding Azure and Copilot Partnerships Reshape the AI Platform Story for MSFT Investors?

In early February 2026, partners including Rain, Pathlock, Dragos, Appspace, TeamDynamix and CAEVES announced deeper integrations with Microsoft platforms such as Teams, Sentinel, Places, Azure and the Microsoft Marketplace, while Microsoft expanded its sovereign cloud collaboration with Capgemini. These moves highlight how Microsoft is extending Azure and Microsoft 365 from core infrastructure into embedded AI, security, and workplace services, reinforcing its role as a foundational layer...
NYSE:CAVA
NYSE:CAVAHospitality

Assessing CAVA Group (CAVA) Valuation As Short Interest Climbs And Sentiment Shifts

Short interest in CAVA Group (CAVA) has risen, with 16.79% of the float now sold short, an 8.46% move since the last report. This level puts the stock above many peers on this metric. See our latest analysis for CAVA Group. The latest share price of US$67.37 comes after a 39.77% 90 day share price return, even though the 1 year total shareholder return is a 48.30% loss. This suggests that recent momentum contrasts with the longer term picture as short interest builds. If CAVA's sharp swings...
NasdaqGS:TSCO
NasdaqGS:TSCOSpecialty Retail

Tractor Supply Board Shake Up And Dividend Streak Test Earnings Resilience

Tractor Supply (NasdaqGS:TSCO) appointed Sonia Syngal to its Board of Directors, adding a leader with broad retail and operations experience. The Board approved the company’s 17th consecutive annual dividend increase, extending a long-running pattern of higher shareholder payouts. For investors watching Tractor Supply, the twin updates on governance and capital returns stand out. The stock recently closed at $54.53, and longer term performance has been mixed, with a 21.3% return over 3...
NYSE:MUSA
NYSE:MUSASpecialty Retail

A Look At Murphy USA (MUSA) Valuation After Expansion Plans And Leadership Shift

Murphy USA (MUSA) is back in focus after reporting fourth quarter and full year 2025 results, along with fresh updates on its expansion, share repurchases, and leadership driven plans for long term store growth. See our latest analysis for Murphy USA. The earnings release and buyback update came after a choppy few weeks, with a 7 day share price return showing a 14.37% decline and a 30 day share price return showing a 13.69% decline. The 1 year total shareholder return of a 22.20% decline...
NYSE:MRP
NYSE:MRPSpecialized REITs

Is It Too Late To Consider Millrose Properties (MRP) After 59% One-Year Rally?

If you are wondering whether Millrose Properties at US$31.84 is still reasonably priced after its recent run, you are not alone. The stock has returned 4.6% over the last 7 days, 3.7% over the past month, 6.7% year to date, and 59.4% over the past year, which may have shifted how investors see its potential and risk. Recently, market attention has centered on Millrose Properties as part of broader interest in US listed real estate names, with investors reassessing how sensitive the sector is...
NYSE:MWA
NYSE:MWAMachinery

Assessing Mueller Water Products (MWA) Valuation After Recent Share Price Strength

Mueller Water Products (MWA) has attracted attention after a recent move in its share price, with the stock closing at $29.44. That puts recent performance and current valuation back in focus for investors. See our latest analysis for Mueller Water Products. The recent 30-day share price return of 16.50%, alongside a 27.45% gain over 90 days and a 22.97% year to date share price return, contrasts with a 13.57% 1-year total shareholder return and much stronger 3-year and 5-year total...
NYSE:NAT
NYSE:NATOil and Gas

Is Nordic American Tankers (NAT) Using Fleet Renewal To Quietly Redefine Its Balance Sheet Strategy?

Nordic American Tankers recently agreed to sell a 2003-built Suezmax tanker for US$25,000,000 net, a vessel that carries no debt and reflects the company’s focus on balance sheet strength. This sale, alongside earlier disposals of two mid-2000s Suezmaxes and preliminary orders for two newbuilds delivering in 2028, underlines an ongoing fleet renewal effort. We’ll now examine how this debt-free tanker sale and broader fleet renewal effort shape Nordic American Tankers’ investment narrative...
NYSE:CF
NYSE:CFChemicals

CF Industries Draws Focus As Fertilizer Supply And Valuation Under Scrutiny

CF Industries Holdings (NYSE:CF) is drawing renewed attention as a key fertilizer producer during a period of tight global fertilizer supplies and heightened food security concerns. The company is in focus for its role in critical agricultural supply chains and its record of returning cash to shareholders through buybacks and dividends. Investors are watching how CF Industries manages higher input costs and evolving industry conditions while maintaining its position in the fertilizer...
NasdaqGS:QRVO
NasdaqGS:QRVOSemiconductor

Qorvo (QRVO) Valuation Check After Recent Share Price Momentum And Mixed Long Term Returns

Qorvo overview and recent performance snapshot Qorvo (QRVO) has recently drawn investor attention after a period of mixed share performance, with a 1 day return of 1.79%, a 6.02% gain over the past week, and a small decline over the past 3 months. Over the past month, the stock shows a 6.66% return, while year to date it is slightly negative at 0.52%. The 1 year total return of 11.44% contrasts with weaker 3 year and 5 year total returns. See our latest analysis for Qorvo. With the share...
NasdaqGS:QDEL
NasdaqGS:QDELMedical Equipment

A Look At QuidelOrtho (QDEL) Valuation After Earnings Update And CFO Transition News

Why QuidelOrtho’s latest update matters for shareholders QuidelOrtho (QDEL) has drawn fresh attention after reporting fourth quarter and full year 2025 results, issuing 2026 revenue guidance, and outlining an upcoming CFO transition with an extended handover period. See our latest analysis for QuidelOrtho. Despite the earnings update, 2026 revenue guidance and leadership changes around the CFO and board, the recent 30 day share price return of 13.67% decline and 1 year total shareholder...
NYSE:LDOS
NYSE:LDOSProfessional Services

Leidos Deepens Critical Infrastructure And AI Security Role With New Moves

Leidos Holdings (NYSE:LDOS) agreed to acquire ENTRUST Solutions Group, expanding its presence in utility engineering and infrastructure services. The company recently secured a federal contract focused on AI driven and Zero Trust security capabilities for government customers. Leidos also announced partnerships with Trustible and RegScale to advance AI governance and cybersecurity automation for regulated and defense clients. For investors watching NYSE:LDOS, these moves sit at the...
NasdaqGM:IRMD
NasdaqGM:IRMDMedical Equipment

IRADIMED Record Revenue Streak Supports 3870 Pump Rollout And Dividend Growth

IRADIMED (NasdaqGM:IRMD) reported its 18th consecutive quarter of record revenue. The company announced the full rollout of its next generation 3870 MRI compatible IV infusion pump. IRADIMED also increased its quarterly dividend alongside the product launch. IRADIMED enters this news cycle with clear momentum, reflected in a current share price of $103.08 and a 1 year return of 89.0%. Over 3 years the stock is up 181.9%, and over 5 years it is up 368.7%. This puts recent developments in the...
NasdaqGS:KLIC
NasdaqGS:KLICSemiconductor

Is Kulicke And Soffa (KLIC) Pricing In Too Much Optimism After Its Recent Surge

If you are wondering whether Kulicke and Soffa Industries at around US$74.87 is starting to look expensive or still offers value, you are not alone. The stock has moved sharply, with returns of 34.5% over the last 7 days, 32.9% over 30 days, 54.9% year to date, 88.4% over 1 year, 43.5% over 3 years, and 55.3% over 5 years. Recent news coverage has focused on the company as part of broader discussions around semiconductor equipment names. This helps explain why some investors are paying...
NasdaqGS:INCY
NasdaqGS:INCYBiotechs

Incyte (INCY) Margin Jump To 25% Challenges Earnings Decline Narrative

Incyte (INCY) closed out FY 2025 with fourth quarter revenue of US$1.5 billion and basic EPS of US$1.52, alongside trailing 12 month revenue of US$5.1 billion and EPS of US$6.59 that sit against very large year over year earnings growth and a trailing net margin of 25%. Over the past year, revenue has moved from US$4.2 billion on a trailing basis to US$5.1 billion, while quarterly EPS has ranged from US$0.82 in Q1 2025 to US$2.17 in Q3 and US$1.52 in Q4. This gives investors a clearer read on...