U.S. General Merchandise and Department Stores Stock News

AECOM has secured several major infrastructure roles in Australia, Canada, and the UK. The company will act as Independent Certifier for The Wave rail project in Queensland. It has been appointed lead designer for the Alexandra Bridge replacement in Ottawa. AECOM is also the exclusive design partner for an upgrade to Thames Water’s Oxford treatment facility. AECOM (NYSE:ACM) is taking on new responsibilities across rail, bridge, and water infrastructure at a time when its stock is trading...

Nutanix (NTNX) is back in focus after GigaIO’s Gryf and Manticore systems were verified for the Nutanix Kubernetes Platform and Nutanix Enterprise AI, extending the company’s cloud platform into portable edge AI deployments. See our latest analysis for Nutanix. Nutanix’s latest edge AI partnership lands as momentum in the stock is picking up, with a 39.45% 90 day share price return and a 30 day share price return of 15.58%. This comes alongside a 1 year total shareholder return that declined...

Elevance Health (ELV) has released its Q2 2026 numbers, reporting revenue of about US$50.5b, basic EPS of US$6.71 and net income of US$1,463m. The trailing twelve months show revenue of roughly US$201.1b, EPS of US$22.53 and net income of US$4,963m. Over recent quarters the company has seen revenue move from US$49.8b in Q2 2025 to US$50.5b in Q2 2026. Over the same period, quarterly basic EPS shifted from US$7.74 to US$6.71 and net income from US$1,743m to US$1,463m, setting the backdrop for...

Edgewell Personal Care (EPC) has drawn fresh attention after recent share price gains, with the stock up over the past month and past 3 months, prompting investors to reassess its fundamentals and valuation. See our latest analysis for Edgewell Personal Care. Beyond the latest move, Edgewell Personal Care’s 28.83% 30 day share price return and 73.07% year to date share price return indicate building momentum, even though the 3 year and 5 year total shareholder returns remain negative. If...

ImmunityBio’s valuation debate has sharpened after a very strong run year to date, with the stock’s broad set of checks pointing to a mixed picture rather than a clear bargain or clear overvaluation. Year to date, ImmunityBio is up 268.8%, which puts extra focus on whether recent enthusiasm is already reflected in the share price. Speculation around an expanded commercial opportunity for Anktiva may support optimistic expectations, while uncertainty around regulatory decisions and how...

In recent months, institutional investors including Point72 Asset Management, Gotham Asset Management and GMO increased their holdings in Kimberly-Clark, signaling growing institutional interest in the company’s essential household products business. This wave of institutional accumulation highlights how Kimberly-Clark’s defensive earnings profile and resilient demand for hygiene staples is drawing capital during economic uncertainty. Next, we’ll examine how this renewed institutional...

Federal Reserve Chair Kevin Warsh’s first testimony has put monetary policy, inflation, and central bank independence back at the center of market conversations, and large cap U.S. financial stocks sit close to that action. When Fed policy is in focus, some companies can find their business models better aligned with the new playbook, while others may face tougher conditions. This article explains how the latest Fed signals and the ongoing inflation debate relate to large U.S. financials. It...

Earlier in July 2026, Molson Coors Beverage Company reported that analysts expected fiscal second-quarter earnings of US$1.52 per share, a 25.9% profit decline from the prior year, while Dimensional Fund Advisors disclosed holding 8,828,265 shares, or 5.0% of the company’s common stock. This combination of a forecast earnings drop, a mixed but generally cautious analyst stance, and a large institutional holder’s position has sharpened investor focus on how Molson Coors might balance profit...

FuelCell Energy (FCEL) is back in focus after investors reacted to a new Siemens collaboration on large fuel cell projects and a sizeable Fit Energy power supply agreement, supported by several analyst upgrades. See our latest analysis for FuelCell Energy. Those Siemens and Fit Energy deals arrive after a volatile run for FuelCell Energy, with the share price falling 14.8% in the last day and 25.0% over the week but still posting a 138.1% 90-day share price return and a 234.5% 1-year total...

Earlier in July 2026, Dycom Industries reported a record backlog and lifted its fiscal 2027 outlook, citing strong demand for AI-driven digital infrastructure and data center projects, alongside contributions from recent acquisitions such as Power Solutions and National Technology Integrators. This combination of expanding AI-related infrastructure work, improved profitability, and growing revenue visibility has led analysts to highlight Dycom as a top growth candidate with rising earnings...

In early July 2026, law firms Block & Leviton and Bleichmar Fonti & Auld LLP launched securities fraud actions against Planet Fitness, alleging the company misled investors about a marketing pivot that coincided with weaker-than-expected membership growth and reduced guidance. The legal scrutiny centers on whether Planet Fitness’s shift toward more fitness-focused members undermined its appeal to casual gym users, a core pillar of its business model and earlier growth story. We’ll now...

Bank of New York Mellon Corporation (BNY) opened Q2 2026 with revenue of US$5.7 billion and basic EPS of US$2.47, alongside trailing twelve month revenue of US$21.4 billion and basic EPS of US$8.66 that sit on top of a 26% earnings growth rate over the past year. The company has seen revenue move from US$18.8 billion and EPS of US$6.18 on a trailing basis in Q1 2025 to US$21.4 billion and EPS of US$8.66 by Q2 2026, while net income climbed from US$4.53 billion to US$6.02 billion over the same...

Conagra Brands (CAG) has capped FY 2026 with fourth quarter revenue of US$2,882.1 million and basic EPS of a US$3.37 loss, as trailing twelve month figures show revenue of US$11.3 billion and basic EPS of a US$4.00 loss. Over recent periods the company has seen quarterly revenue move between US$2,632.6 million and US$2,979.1 million, while basic EPS has shifted from profits of US$0.54 in FY 2025 Q4 to losses in FY 2026 Q2 and Q4. For investors, the latest results put the focus on how Conagra...

Earlier this week, W.W. Grainger was downgraded to Equal-Weight from Overweight by Stephens analyst Tommy Moll, even as management recently raised guidance on the back of resilient demand and strong operational execution. The downgrade was driven not by weakening fundamentals but by the view that Grainger’s premium valuation already reflects its earnings growth and upgraded outlook. We’ll now examine how this valuation-driven downgrade, set against upgraded guidance and expected earnings...

Aehr Test Systems (AEHR) has wrapped up FY 2026 with fourth quarter revenue of US$18.8 million and EPS of US$0.04, compared with revenue of US$14.1 million and EPS of US$0.10 loss in the prior year’s fourth quarter, while the latest trailing twelve months show revenue of US$50.0 million and an EPS loss of US$0.23. Over the past six reported quarters, the company has seen quarterly revenue range between US$9.9 million and US$18.8 million, with EPS moving between a loss of US$0.11 and a profit...

Political uncertainty around President Trump’s election-focused address, the proposed SAVE America Act, and Iran war concerns is putting fresh attention on U.S. defense and security stocks. When policy priorities, funding paths, and public sentiment all feel up in the air, investors often reassess which companies might be positioned to benefit or face added risk. This article looks at three U.S. Defense and Security Stocks from our screener that appear more positively exposed to the current...

After a strong three year run where East West Bancorp stock has delivered a 143.8% return, the central question is whether the current US$136.14 share price still leaves enough upside given that the Excess Returns intrinsic value estimate points to meaningful undervaluation while market based multiples suggest the stock is closer to fairly priced. A 143.8% return over the past three years sets a high bar, so any new position or add on now rests heavily on whether those past gains already...

Veracyte’s share price has climbed sharply over the past year, yet the valuation checks are pulling in different directions. An intrinsic value estimate based on a Discounted Cash Flow (DCF) suggests the stock trades below that estimate, while market multiples lean expensive and the broader score is weak. Veracyte has returned 144.5% over the past year, which puts extra focus on whether recent gains already reflect the company’s prospects. Rising earnings estimates and growth plans in areas...

Morgan Stanley (MS) opened Q2 2026 with total revenue of US$21.3 billion and basic EPS of US$3.50, setting a clear bar for how the business is currently performing. The company has seen quarterly revenue move from US$16.6 billion in Q2 2025 to US$21.3 billion in Q2 2026, while basic EPS over the same quarters shifted from US$2.15 to US$3.50, giving investors a clearer view of how earnings are tracking alongside the top line. With net profit margin over the last 12 months at 25.1%, the latest...

M&T Bank (MTB) opened Q2 2026 with total revenue of US$2.4 billion and basic EPS of US$5.57, with trailing twelve month revenue at US$9.5 billion and EPS at US$19.61 framing the latest print within a larger earnings run rate. Over the past year, the company reported total revenue of US$2.3 billion in Q2 2025 and US$2.4 billion in Q2 2026, while quarterly basic EPS moved from US$4.26 to US$5.57, setting up a results season where investors are likely to focus on how margins and efficiency...

Immunome, Inc. previously announced that the FDA accepted its New Drug Application for varegacestat, an oral once-daily gamma secretase inhibitor for adults with desmoid tumors, assigning an April 28, 2027 PDUFA target action date based on the Phase 3 RINGSIDE trial. The NDA rests on RINGSIDE data showing a statistically significant and clinically meaningful improvement in progression-free survival versus placebo, with a very large reduction in the risk of disease progression or...

Bitmine Immersion Technologies (BMNR) opened Q3 2026 with total revenue of US$46.5 million, a reported loss of US$83.6 million on net income, and basic EPS of a US$0.15 loss, setting a clear focus on how quickly the top line is scaling against still heavy losses. The company has seen revenue move from US$1.5 million in Q2 2025 to US$2.1 million in Q3 2025 and then to US$46.5 million in Q3 2026, while basic EPS shifted from a loss of US$0.58 to a loss of US$0.31 and then to a loss of US$0.15...

Sify Technologies (NasdaqCM:SIFY) opened its Q1 2027 scorecard with revenue of ₹12,352 million and basic EPS of ₹0.90, alongside net income of ₹65 million, setting a clear marker against a current share price of $14.69. Over the past six reported quarters, revenue has moved from ₹9,699 million in Q4 2025 to ₹12,352 million in Q1 2027, while quarterly net results have swung from a loss of ₹577 million in Q4 2025 to a profit of ₹65 million in the latest quarter, framing a sharp contrast to the...

Kosmos Energy (KOS) drew fresh focus after a broad operational update highlighted new Jubilee wells in Ghana contributing materially to oil output and strong cargo activity from the Greater Tortue Ahmeyim LNG project. See our latest analysis for Kosmos Energy. Despite the upbeat operational news, Kosmos Energy’s share price has pulled back sharply in the short term, with a 1 month share price return of down 13.65% and a 3 month share price return of down 13.31%. At the same time, the year to...