U.S. General Merchandise and Department Stores Stock News

Arista Networks recently reported strong earnings growth, with annual earnings per share increasing by 45% over the past three years and product billings accelerating more than 50% in the most recent quarter, reflecting sustained demand from AI buildouts and cloud provider network upgrades. Significant insider ownership at 17% and increasing analyst optimism suggest alignment between management and shareholders, which may support ongoing momentum in the company’s cloud networking and AI...

Earlier this week, Boston Scientific reported second-quarter 2025 earnings that topped forecasts and raised its full-year net sales guidance to 18–19% growth on a reported basis. An interesting takeaway is how the company’s strong operating results and higher outlook offer a case study in the impact of positive earnings momentum, despite recent product recalls in its portfolio. We’ll look at how Boston Scientific’s raised full-year revenue forecast reinforces its investment story around...

If you have been keeping an eye on EverCommerce (EVCM), you probably noticed something interesting pop up this week. The stock just received an upgrade to a Zacks Rank #1 (Strong Buy) after a string of upward revisions in its earnings estimates. This upgrade is not just about a favorable analyst opinion; it reflects growing confidence in the company’s underlying performance and suggests a possible shift in how the market views EverCommerce’s growth prospects. The news comes at a time when...

If you are eyeing Full Truck Alliance (NYSE:YMM) after its latest earnings report, the recent moves might have you wondering what comes next. The company came in ahead of expectations for both revenue and net income in the second quarter, thanks to strong gains in transaction service revenues and better operational efficiency. At the same time, management unveiled a strategic pivot by hiking freight brokerage service fees to make up for shrinking government subsidies, signaling a delicate...

In recent weeks, Carnival Corporation has reported record revenues, significant debt reduction, and increased demand for its cruise offerings, while also responding to two drowning incidents at its newly opened Celebration Key destination in the Bahamas. A notable development is Carnival's substantial progress in water conservation and desalination technology, reflecting ongoing commitments to both environmental responsibility and operational resilience across its global operations. We'll...

Carillon Tower Advisers recently highlighted ATI Inc.'s second-quarter 2025 performance, noting that the company exceeded operating expectations and is well positioned in the aerospace specialty alloys market, supported by a 4% year-over-year revenue increase and new contracts with a large OEM customer. An interesting insight is ATI's growing exposure to next-generation aircraft platforms and a favorable pricing environment, which, together with new OEM partnerships, have contributed to...

Thinking of what to do with First Solar stock right now? You are not alone. Over the past few months, First Solar has grabbed attention not just for its technological edge in solar panels, but also because its stock price has been on quite a ride. In the last 90 days, shares have surged by nearly 28%, capping a month where the stock climbed over 12%. On a five-year timeline, the total return clocks in at more than 150%. Those are eye-catching numbers, and for anyone tracking the clean energy...

If you follow CleanSpark (CLSK), you know that sudden leadership changes can get investors talking. The company just made headlines after announcing a key executive shakeup: co-founder Matthew Schultz is stepping back in as CEO and President, succeeding Zachary Bradford. For a business that has navigated both sharp pivots and rapid growth phases, appointing the original founder to lead again—especially one who has already overseen significant transitions—may signal stability or a potential...

Dollar Tree stock is one of those names that has a knack for getting investors talking. If you are wondering whether it is a bargain hiding in plain sight or a value trap, you are not alone. Over the past year, Dollar Tree's price chart has been anything but dull. The stock has soared nearly 48% year-to-date and climbed close to 17% over the last twelve months. This is a pretty solid achievement in a choppy retail sector. After a tough stretch over the past three years, where total returns...

If you have been watching TriNet Group (TNET) lately, there is a new wrinkle to consider. Options trading around the company’s September 2025 calls just saw a spike in implied volatility. This means traders are bracing for bigger swings in the stock ahead. In addition, there has been some back-and-forth among analysts on earnings forecasts, making it clear that debate is growing about where TriNet goes from here. Stepping back, TriNet’s share price tells a story of pressure rather than...

Bloom Energy (NYSE:BE) is a stock that is suddenly front and center for anyone tracking the intersection of energy and artificial intelligence. That spotlight intensified after a flurry of news: fresh partnerships with cloud giants like Oracle, public plans to double manufacturing capacity to 2 GW by 2026, and the addition of senior executives with deep sector ties. These developments signal the company’s ambition to be a cornerstone for powering data centers as AI and cloud demand reshape...

Celldex Therapeutics (CLDX) just announced the results from its Phase 2 trial of barzolvolimab in eosinophilic esophagitis, and the news has sparked fresh debate among investors. The drug hit its primary biological target by substantially reducing mast cell counts in the esophagus, but this breakthrough on the cellular level did not translate to meaningful symptom improvement for patients. As a result, the company is stopping development of barzolvolimab for this indication. However, it is...

QXO (NYSE:QXO) just turned quite a few heads with its latest earnings release. The company saw sales surge to over $1.9 billion for the quarter, a significant increase from just $14.5 million in the same period last year. However, net losses also expanded, with QXO reporting a $58.5 million loss compared to just $0.6 million a year ago. Even with this notable revenue growth, there are questions about how much confidence the market has in QXO’s path to profitability. This earnings news arrives...

Key Insights Using the 2 Stage Free Cash Flow to Equity, National Beverage fair value estimate is US$54.82 Current...

If you have been tracking UGI (UGI) lately, you probably noticed the steady buzz after its announcement of a new $300 million senior secured revolving loan facility earlier this month. This amendment to its credit agreement, coming on the heels of public praise from investment managers about the company’s improved financial footing and disciplined approach to debt, is a tangible move by management to shore up liquidity. For investors, this is not just another financing update; it offers a...

OSI Systems, Inc. recently announced its fourth quarter and full-year 2025 results, reporting quarterly revenue of US$504.99 million and net income of US$52.75 million, with full-year revenue reaching US$1.71 billion and net income of US$149.64 million. The company ended the fiscal year with a record US$1.8 billion backlog, citing significant opportunities from recent U.S. security legislation and raising its fiscal 2026 revenue outlook to between US$1.81 billion and US$1.85 billion. To...

If you have been watching Taiwan Semiconductor Manufacturing (NYSE:TSM), you might have noticed shares moving a bit higher lately, with the stock gaining around 2% after its latest trading session. This move hasn’t been tied to flashy AI headlines or massive corporate shakeups. Instead, it is the sort of jump that grabs investors’ attention and makes you wonder whether there is something bubbling under the surface or if this is just another moment in the stock’s ongoing volatility. Looking at...

National Vision Holdings recently announced a major visual brand transformation for its America's Best retail brand, introducing a new logo, updated brand identity, and a marketing campaign spanning major cable and streaming platforms. This comprehensive rebranding effort underscores the company's emphasis on accessible, high-quality eye care for Americans and showcases a fresh, modernized image intended to strengthen consumer engagement. We'll explore how America's Best's brand reinvention...

On August 21, 2025, Fortinet announced a US$1 billion increase to its equity buyback authorization, extending the total program to US$9.25 billion and pushing the buyback duration out to February 28, 2027. At the same time, Tepper Sports & Entertainment revealed its adoption of Fortinet’s Security Fabric solutions, highlighting demand for unified cybersecurity platforms in complex, high-density environments like professional sports operations. We’ll examine how Fortinet’s expanded buyback...

In recent days, WESCO International saw Executive Vice President and Chief Information & Digital Officer Akash Khurana sell 7,000 shares, alongside several analyst upgrades citing strong quarterly performance and robust results in data center growth. This combination of insider selling and renewed analyst optimism reflects both the company’s internal shifts and growing external confidence in its operations, especially within expanding segments. We’ll examine how analyst upgrades driven by...

In August 2025, CrowdStrike announced the launch of Falcon Next-Gen Identity Security, a unified, AI-powered solution designed to protect all identity types, including human, non-human, and AI agents, across hybrid and cloud environments without integration delays or complexity. This launch addresses the rapidly expanding attack surface and the growing role of autonomous AI agents, aiming to close gaps left by fragmented legacy identity security tools. We'll explore how this unified identity...

DigitalBridge Group (DBRG) is turning heads this month, and not just because of a miss on recent earnings. The real spark has been news of its portfolio company, Vantage Data Centers, launching an ambitious $25 billion hyperscale AI data center campus in Texas. For investors weighing their options, the move signals a bold strategy. DigitalBridge is staking a claim at the heart of fast-growing demand for AI infrastructure, even as revenue numbers lagged expectations this...

In recent weeks, American Eagle Outfitters has emerged as a frequently searched stock on Zacks.com following its earnings outlook update, which projects a decline this fiscal year but growth in the next, amid a valuation grade suggesting shares are trading at a discount to peers. This renewed attention highlights how American Eagle’s appeal appears tied to investor interest in its lower valuation compared to competitors, even as its profits are forecast to fluctuate in the near term. We'll...

Earlier this month, Zoetis completed two major fixed-income offerings totaling approximately US$1.85 billion, issuing callable senior unsecured notes maturing in 2028 and 2035 with multiple global underwriters including Goldman Sachs, HSBC, and Standard Chartered added as co-leads. This broadening of the underwriting syndicate alongside the sizeable capital raise highlights Zoetis’ focus on funding flexibility and support for its long-term growth initiatives. We’ll explore how Zoetis’...