U.S. Food Stock News

NYSE:ELF
NYSE:ELFPersonal Products

How TikTok Launches, Rhode Upgrade, and Governance Scrutiny Will Impact e.l.f. Beauty (ELF) Investors

In recent months, e.l.f. Beauty has accelerated customer‑driven product launches via TikTok Live, expanded its hit Glow Reviver lip balm line with a limited‑edition dill pickle flavor, raised its fiscal 2026 revenue guidance on stronger‑than‑expected Rhode performance, and drawn both a fiduciary‑duty investigation and shifting short‑interest levels. Taken together, these developments highlight how e.l.f. is leaning on rapid innovation, social‑media engagement, and the Rhode acquisition...
NasdaqGS:PLMR
NasdaqGS:PLMRInsurance

A Look At Palomar Holdings (PLMR) Valuation After New US$125 Million Shelf Registration Filing

Palomar Holdings (PLMR) recently filed a shelf registration for up to US$125.05 million in common stock, covering 1,035,613 shares. This filing gives the insurer flexibility to issue equity for future ESOP related initiatives. See our latest analysis for Palomar Holdings. Against this backdrop, Palomar’s 1 day share price return of 1.53% and recent 30 day gain of 3.35% contrast with a softer year to date share price return of 6.15% and a 1 year total shareholder return of 3.85%. At the same...
NasdaqGS:INCY
NasdaqGS:INCYBiotechs

Incyte (INCY) Valuation Check After EMA Boost For Olumiant Alopecia Approval Potential

Incyte (INCY) is back in focus after Eli Lilly and Incyte received a positive opinion from the European Medicines Agency for extending Olumiant to adolescents with severe alopecia areata, marking a new regulatory milestone for the partnership. See our latest analysis for Incyte. While the latest EMA opinion has put Incyte back in the headlines, the share price has been relatively steady in the short term, with recent 1 day and 30 day share price returns close to flat. However, the 1 year...
NYSE:A
NYSE:ALife Sciences

Agilent’s New FDA Approval And What It Could Mean For Investors

Agilent Technologies (NYSE:A) received FDA approval for its PD-L1 IHC 22C3 pharmDx as the only authorized companion diagnostic for certain ovarian and related cancers treated with KEYTRUDA. The approval covers use of the assay to help identify patients who may be eligible for KEYTRUDA based on PD-L1 expression. The decision expands the clinical indications for PD-L1 IHC 22C3 pharmDx within Agilent's broader oncology diagnostics portfolio. For investors, this news sits at the intersection of...
NYSE:TDC
NYSE:TDCSoftware

Does SAP’s US$480 Million Settlement Reshape the Bull Case For Teradata (TDC)?

Earlier this week, Teradata announced it had entered into a settlement agreement with SAP, under which SAP will pay US$480 million to resolve all past and pending litigation related to alleged trade secret misappropriation, leaving Teradata with an expected net cash benefit of about US$355 million to US$362 million before taxes. This settlement not only removes a major legal uncertainty but also gives Teradata additional financial flexibility at a time when its cloud ARR grew 15% and it...
NYSE:DBD
NYSE:DBDTech

Diebold Nixdorf Names New Accounting Officer As Valuation Draws Attention

Diebold Nixdorf (NYSE:DBD) has named Jeffrey Sesplankis as its principal accounting officer. Sesplankis succeeds Thomas S. Timko in this key finance and reporting role. Diebold Nixdorf, known for its ATM, payments and retail technology solutions, sits at the intersection of banking infrastructure and physical commerce. For investors, changes in senior finance roles can matter as much as product announcements, because they speak to how the company manages its books, oversees internal...
NasdaqGS:NVCR
NasdaqGS:NVCRMedical Equipment

NovoCure’s Pancreatic Cancer Approval And New CEO Shift Risk Reward Profile

NovoCure (NasdaqGS:NVCR) received FDA approval for Optune Pax in locally advanced pancreatic cancer and has started commercial launch. The approval extends the company’s Tumor Treating Fields technology beyond its historic focus in glioblastoma into a new oncology market. NovoCure also announced a new CEO and a reorganization of its clinical team alongside the launch. NovoCure now trades around $13.67, with the stock up 20.3% over the past week and 8.7% over the past month, while longer...
NYSE:TDOC
NYSE:TDOCHealthcare Services

A Look At Teladoc Health’s Valuation As 2025 Results And 2026 Outlook Refocus Attention On The Stock

Teladoc Health (TDOC) is back in focus after reporting fourth quarter and full year 2025 results, updating its 2026 outlook, and adding experienced finance executive Michael S. Smith to its board. See our latest analysis for Teladoc Health. Teladoc Health’s recent earnings update, 2026 guidance and board appointment come against a weak backdrop, with a 7 day share price return of 10.97% contrasting with a 30 day share price return of 8.36% and a 1 year total shareholder return decline of...
NasdaqGS:MGRC
NasdaqGS:MGRCTrade Distributors

Is McGrath RentCorp (MGRC) Fairly Priced After Recent Share Price Weakness?

If you are wondering whether McGrath RentCorp at around US$110.67 is offering good value today, you are not alone. This article is built to help you weigh up what that price really represents. The stock is up 5.2% year to date. However, it has seen a 1.9% decline over the last week, a 5.7% decline over the last month and a 7.7% decline over the last year, which can change how the market is viewing its potential and risk. Recent coverage has focused on McGrath RentCorp's position in equipment...
NYSE:MRK
NYSE:MRKPharmaceuticals

Should Merck’s (MRK) New STK-012 Keytruda Lung Cancer Combo Strategy Require Action From Investors?

In late February 2026, Synthekine announced a collaboration and supply agreement with Merck to test STK-012 alongside Keytruda and chemotherapy in the ongoing global Phase 2 SYNERGY-101 trial for first-line, PD-L1 negative nonsquamous non-small cell lung cancer. This agreement underlines Merck’s push to extend Keytruda’s reach in difficult-to-treat lung cancer while sharing development risk and keeping full rights to its own therapy. We’ll now examine how Merck’s expanded Keytruda...
NasdaqGS:IBOC
NasdaqGS:IBOCBanks

International Bancshares (IBOC) Margins Near 50% Question Slower 0.8% Earnings Growth

International Bancshares (IBOC) has just wrapped up FY 2025 with fourth quarter total revenue of US$212.2 million and basic EPS of US$1.72, alongside net income of US$106.9 million. Trailing twelve month revenue came in at US$827.1 million with EPS of US$6.63 and net income of US$412.3 million. Over recent quarters the company has seen revenue move from US$203.2 million in Q3 2024 to US$216.3 million in Q3 2025, with quarterly EPS ranging from US$1.56 in Q1 2025 to US$1.74 in Q3 2025. This...
NasdaqGS:STGW
NasdaqGS:STGWMedia

Harris QuestRQ Launch Puts Stagwell’s Reputation Data And Valuation In Focus

Stagwell’s Harris Poll unit has launched Harris QuestRQ, an always-on reputation intelligence platform. The new tool is designed to give businesses real-time tracking of brand reputation and related insights. The launch adds a fresh product to Stagwell’s marketing and communications offering under ticker NasdaqGS:STGW. For investors watching NasdaqGS:STGW, the Harris QuestRQ launch lands at a time when the stock has been volatile, with a 23.4% decline over the past 30 days and a 25.7%...
NYSE:YUM
NYSE:YUMHospitality

Did Pizza Hut’s Tax Move and Potential Sale Just Shift Yum! Brands’ (YUM) Investment Narrative?

Yum! Brands recently reported that it paid no U.S. federal income tax on US$1.00 billion of pretax profits last year after shifting certain Pizza Hut intellectual property to Malta and is now reviewing options for its underperforming Pizza Hut division, including a potential sale and closure of about 250 weaker outlets. This reassessment comes as Taco Bell and KFC generate around 90% of Yum!’s operating profits, raising questions about how repositioning Pizza Hut could change the balance of...
NYSE:WPC
NYSE:WPCREITs

Is It Time To Reassess W. P. Carey (WPC) After Strong Recent Share Price Gains

If you are wondering whether W. P. Carey is reasonably priced or offering value today, comparing its current share price with fair value estimates is a useful place to start. The stock most recently closed at US$74.65, with returns of 3.1% over 7 days, 9.9% over 30 days, 15.1% year to date, 23.0% over 1 year, 10.9% over 3 years and 50.5% over 5 years. This gives some context for how the market has been reassessing it over different time frames. Recent coverage has focused on W. P. Carey as a...
NasdaqGS:SRAD
NasdaqGS:SRADHospitality

Sportradar Partnerships Deepen Betting And NBA Media Integration Potential

Sportradar Group (NasdaqGS:SRAD) expanded its partnership with Super Technologies to supply its full suite of betting solutions across regulated European markets and support entry into Brazil. The company signed a multi year agreement with NBC Sports Regional Sports Networks to power AI driven real time broadcast features for live NBA coverage. Sportradar Group, trading at $18.26, operates at the intersection of sports data, betting services, and media. The stock is up 2.8% over the past...
NYSE:GNRC
NYSE:GNRCElectrical

Does Jim Cramer’s Praise of Generac’s B2B Pivot Reframe the Data Center Story for GNRC?

Recently, CNBC host Jim Cramer highlighted Generac Holdings’ shift from a business-to-consumer focus toward business-to-business customers, emphasizing its role in supplying backup generators, battery storage systems, and smart home energy solutions amid a period of fewer natural-disaster-driven sales. His characterization of Generac as moving “from the moon to the stars” underscores how strongly some commentators view the company’s business model transition and growth potential beyond...
NYSE:MAS
NYSE:MASBuilding

A Look At Masco (MAS) Valuation After Recent Share Price Pullback

Why Masco is on investors’ radar today Masco (MAS) has caught attention after a period where the share price showed mixed moves, with a small 1 day decline, a pullback over the past week, yet gains over the past month and past 3 months. See our latest analysis for Masco. At a share price of US$71.62, Masco’s recent pullback, including a 1 day share price return of 1.08% decline and 7 day share price return of 4.7% decline, sits against a year to date share price return of 11.09% and a 3 year...
NasdaqGS:ACIW
NasdaqGS:ACIWSoftware

ACI Worldwide’s First UK Connetic Bank Win Tests Cloud Payments Thesis

ACI Worldwide (NasdaqGS:ACIW) has secured the first UK retail bank deployment of its unified cloud-native payment platform, ACI Connetic. The UK bank will use ACI Connetic to run multiple payment schemes on a single SaaS platform. The deployment marks a new reference customer for ACI Connetic within the UK payments market. For ACI Worldwide, a long time provider of real time and card payment software, this first UK retail bank win for ACI Connetic highlights current areas of spending on...
NYSE:NEM
NYSE:NEMMetals and Mining

Is Newmont (NEM) Pricing In Too Much Optimism After Its 208% One Year Rally

If you are wondering whether Newmont's share price still reflects its real worth after a strong run, this article will walk you through how its current price lines up with different ways of thinking about value. The stock last closed at US$130.00, with a 6.4% gain over the past 7 days, a 1.5% decline over 30 days, a 28.4% return year to date, a 208.6% return over 1 year, a 215.4% return over 3 years, and a 165.7% return over 5 years. Recent coverage around Newmont has focused on it as a...
NYSE:BXP
NYSE:BXPOffice REITs

BXP (BXP) Is Down 5.4% After Q4 Miss and Mixed Asset Moves – What’s Changed?

In the past week, BXP reported Q4 2025 results that missed FFO per share estimates as higher expenses weighed on performance despite revenue growth, while completing several asset sales and acquiring a Washington, DC site for planned redevelopment into a premium workplace. At the same time, analysts have grown more cautious on the office REIT, with several firms trimming their outlooks following BXP’s mixed quarter and expense pressures. With higher expenses pressuring results and analysts...
NYSE:IVZ
NYSE:IVZCapital Markets

Is Invesco (IVZ) Stock Pricing In Too Much Optimism After Its Strong Three Year Run

If you are wondering whether Invesco's current share price really reflects its fundamentals, you are not alone. This article focuses squarely on what you might be paying for and what you are getting. Invesco's stock closed at US$26.26, with returns of 57.2% over 1 year and 68.9% over 3 years, even as the last 7 days, 30 days and year to date show declines of 0.8%, 4.7% and 2.5% respectively. Recent coverage around Invesco has focused on its position in asset management and how investors view...
NYSE:IMAX
NYSE:IMAXEntertainment

IMAX Record Box Office And Expansion Raise Questions For Investors

IMAX (NYSE:IMAX) reports a record 2025 global box office of US$1.28b. The company cites year on year growth in both revenue and operating margin for 2025. Local language films and international markets are highlighted as key content and growth drivers. IMAX expands its footprint in underpenetrated markets, including Japan, Australia, France, and Germany, with more system installations. A new partnership with Apple TV will bring live Formula 1 races into IMAX theaters. For investors watching...
NYSE:AOS
NYSE:AOSBuilding

Do A. O. Smith’s Commercial Pivot and Control Acquisitions Reshape Its Core Investment Narrative (AOS)?

In late February 2026, analysts at Goldman Sachs and Stifel updated their research on A. O. Smith, highlighting the company’s improving profitability, resilient commercial water heater and boiler performance, and mixed quarterly results alongside macro headwinds and housing-related pressures. CEO Steve Shafer’s emphasis on record EPS in 2025 and the portfolio-expanding acquisitions of Leonard Valve and Heat-Timer underscored a shift toward higher-growth, higher-margin opportunities in...
NYSE:PPL
NYSE:PPLElectric Utilities

Assessing PPL (PPL) Valuation After US$1b Offering Earnings Beat Dividend Hike And Upgraded Guidance

PPL (PPL) is in focus after completing a US$1b composite units offering and reporting fresh earnings, dividend, and guidance updates, giving investors several new data points to consider on the stock. See our latest analysis for PPL. PPL’s latest earnings, dividend increase, and US$1b composite units offering arrive after a period of steady gains, with an 11.02% year to date share price return and a 67.25% five year total shareholder return. This suggests momentum has been building rather...