U.S. General Merchandise and Department Stores Stock News

NasdaqGM:FCEL
NasdaqGM:FCELElectrical

FuelCell Energy (FCEL) Could Be 21% Undervalued As Siemens And Fit Energy Deals Lift Views

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...
NYSE:EMN
NYSE:EMNChemicals

EPA Visit to Recycling Site: Is Eastman’s Circular Strategy Becoming Central to EMN’s Investment Case?

Earlier this week, EPA Principal Deputy Assistant Administrator Steven Cook and Regional Administrator Kevin McOmber visited Eastman’s Kingsport, Tennessee site to tour its methanolysis recycling facility that converts hard-to-recycle polyester waste into new materials with lower greenhouse gas emissions. The high-profile visit underscores growing public-sector interest in Eastman’s molecular recycling capabilities, which aim to support more sustainable U.S. manufacturing and circular...
NYSE:DY
NYSE:DYConstruction

Does Dycom’s Record AI Infrastructure Backlog and Raised Outlook Reshape The Bull Case For DY?

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...
NYSE:AXP
NYSE:AXPConsumer Finance

Should Amex’s Higher Platinum Fee and New Perks Strategy Require Action From American Express (AXP) Investors?

In recent days, American Express announced a new global headquarters at 2 World Trade Center and continued rolling out exclusive Platinum and Centurion member experiences such as The Summer EDITION in Montauk, while also increasing its Platinum annual fee from US$695 to US$895. Together with strong co-branded Delta card spending and renewed confidence from major banks and Warren Buffett, these moves underline American Express’s emphasis on affluent, experience-seeking customers and recurring...
NYSE:PLNT
NYSE:PLNTHospitality

What Planet Fitness (PLNT)'s Securities Fraud Suits Over Marketing Pivot Mean For Shareholders

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...
NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Is Gilead Sciences (GILD) Fully Valued Following Mixed Earnings And A Full Year EPS Miss?

Gilead Sciences (GILD) is back in focus after its latest earnings report, with revenue of $6.96b up 4.4% year on year, but a significant miss on full year EPS estimates weighing on sentiment. See our latest analysis for Gilead Sciences. At a share price of $136.30, Gilead Sciences has seen a 7.13% 1 month share price return and a small decline of 0.97% over 3 months. Its 1 year total shareholder return of 28.54% and 5 year total shareholder return of 138.29% point to momentum that has built...
NYSE:BNY
NYSE:BNYCapital Markets

Bank Of New York Mellon Corporation (BNY) Stock Earnings Beat Reinforces High Margin Narrative

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...
NasdaqGS:FRME
NasdaqGS:FRMEBanks

First Merchants (FRME) Dividend News Keeps Valuation Questions In Focus

First Merchants (FRME) recently declared a quarterly cash dividend on its 7.50% Non-Cumulative Perpetual Preferred Stock Series A, a move that clarifies income timing for preferred holders as the next earnings report approaches. See our latest analysis for First Merchants. First Merchants' common stock has been in an upswing, with a 1-day share price return of 3.38%, a 30-day share price return of 9.65% and a year to date share price return of 20.61%. The 5 year total shareholder return of...
NYSE:NVT
NYSE:NVTElectrical

Is nVent Electric (NVT) Undervalued Following Its Data Center Growth Narrative?

Recent coverage of nVent Electric (NVT) has centered on its role in electrical infrastructure for data centers and other mission critical applications. This has prompted investors to reassess how the stock reflects that business mix. See our latest analysis for nVent Electric. At a share price of $153.65, nVent Electric has given investors a mixed near term picture, with the share price down 3.64% over one day and 8.18% over 30 days. At the same time, a 43.84% year to date share price return,...
NYSE:CAG
NYSE:CAGFood

Conagra Brands (CAG) Stock Faces $1.6b Q4 Loss Challenging Margin Recovery Narratives

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...
NYSE:GWW
NYSE:GWWTrade Distributors

Will A Valuation-Driven Downgrade Amid Raised Guidance Change W.W. Grainger's (GWW) Narrative?

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...
NasdaqCM:AEHR
NasdaqCM:AEHRSemiconductor

Aehr Test Systems (AEHR) Stock Q4 Profit Challenges Ongoing Unprofitability Narrative

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...
NYSE:GDDY
NYSE:GDDYIT

Is GoDaddy (GDDY) Below Fair Value Following Its Earnings Revenue Hit And Investigation?

GoDaddy (GDDY) is under closer scrutiny after its latest earnings disclosure linked a promotional dotcom pricing campaign to lower upfront bookings and near term revenue, prompting a securities investigation and sharp investor reaction. See our latest analysis for GoDaddy. Against this backdrop, GoDaddy’s 1 day share price return of 5.41% and 30 day share price return of 22.08% suggest short term momentum is rebuilding, even as the year to date share price return is down 18.82% and the 1 year...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Costco (COST) Stock Looks Expensive Despite Its 139% Five Year Run

Costco Wholesale has delivered a strong 139.0% total return over the past 5 years, yet current valuation checks lean expensive for a stock that some investors already see as high priced after the recent pullback. A 139.0% return over 5 years highlights how strongly Costco Wholesale has rewarded long term shareholders and raises the bar for what future returns need to justify today’s price. Recent sales momentum, including solid June trading and ongoing membership strength, can support...
NYSE:KMX
NYSE:KMXSpecialty Retail

Is CarMax (KMX) Fully Valued Following Its Earnings Beat And CEO Turnaround Plan?

CarMax (KMX) has come into focus after reporting quarterly results that topped expectations, supported by 6.2% revenue growth and stronger used car demand, along with a new CEO-led turnaround plan. See our latest analysis for CarMax. CarMax’s recent earnings surprise and CEO turnaround plan arrived after a sharp recovery in the stock, with a 90 day share price return of 43.03% and a year to date share price return of 48.82%. This contrasts with a 1 year total shareholder return that declined...
NasdaqGS:BELF.A
NasdaqGS:BELF.AElectronic

3 U.S. Defense Stocks Tied To Rising Security Spending ყურადღ

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...
NasdaqCM:SBET
NasdaqCM:SBETHospitality

Is Sharplink (SBET) Fully Valued After Its Ether Buyback And $75 Million Raise?

Sharplink (NasdaqCM:SBET) is in focus after buying 10,000 Ether, executing an open market repurchase of more than 2.13 million shares, and raising US$75 million in a registered direct offering. See our latest analysis for Sharplink. The recent Ether purchase, buyback and capital raise come against a mixed price backdrop, with Sharplink’s share price currently at US$5.74, a 7 day share price return of 7.89% but a 1 year total shareholder return that has declined 84.23%. This suggests recent...
NasdaqGS:EWBC
NasdaqGS:EWBCBanks

East West Bancorp (EWBC) Stock Trades Below Fair Value As Caution Lingers

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...
NasdaqGM:VCYT
NasdaqGM:VCYTBiotechs

Can Veracyte (VCYT) Stay Reasonable After A 145% Rally?

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...
NYSE:MS
NYSE:MSCapital Markets

Morgan Stanley (MS) Stock Sees Profit Margin Improvement Challenging Bearish Narratives

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...
NYSE:MTB
NYSE:MTBBanks

M&T Bank (MTB) Stock Highlights 30.5% Net Margin That Tests Slower Growth Concerns

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...
NasdaqCM:IMNM
NasdaqCM:IMNMBiotechs

Why Immunome (IMNM) Is Down 8.2% After FDA Accepts Varegacestat NDA With Strong Phase 3 Data

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...
NYSE:IOT
NYSE:IOTSoftware

Is Samsara (IOT) Fully Priced After Its AI Product Expansion And Asset Theft Report?

Samsara (IOT) is back in focus after releasing its 2026 State of Connected Operations Asset Theft & Loss Report and rolling out new AI cameras, tracking labels, and its Agent Studio automation platform. See our latest analysis for Samsara. The recent asset theft report and AI product launches come as Samsara’s share price trades at $37.46, with a 30-day share price return of 14.73% and a 90-day share price return of 22.34%, while the 1-year total shareholder return is slightly lower and the...
NYSE:BMNR
NYSE:BMNRSoftware

Bitmine Immersion Technologies (BMNR) Stock Faces Heavy Q3 Losses Despite Revenue Surge Challenging Bullish Narratives

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...