U.S. Industrials Stock News

e.l.f. Beauty (ELF) is back in focus after unveiling a second limited edition collaboration with Liquid Death, pairing “Wild Lip Embalms” with a social media and Roblox driven marketing push. See our latest analysis for e.l.f. Beauty. At a share price of $89.04, e.l.f. Beauty has a 30 day share price return of 10.69%, while its 1 year total shareholder return of 24.85% decline contrasts with a very large 5 year total shareholder return of 292.94%. This suggests that longer term momentum has...

Earlier this month, Super Micro Computer announced new AI-powered intelligent in-store retail solutions with partners including NVIDIA, Everseen, Kinetic Vision, and others, showcasing edge-focused systems from its fanless E103 series to GPU-accelerated 4U platforms for demanding retail and supply-chain workloads. The collaboration highlights Super Micro’s push into edge AI infrastructure, extending its data center expertise into real-world retail environments that require sub-second...

Baker Hughes has, in recent months, continued its shift from a traditional oilfield services provider into an energy technology company with an estimated 90% share of the LNG turbomachinery market, a backlog of about US$32.00 billion, and growing exposure to hydrogen, carbon capture, and digital solutions. This combination of dominant LNG infrastructure positioning and expansion into low‑carbon technologies is sharpening investor focus on Baker Hughes as a diversified energy technology...

Fastenal (FAST) just wrapped up FY 2025 with fourth quarter revenue of US$2.0b and EPS of US$0.26, capping a trailing twelve month run that produced US$8.2b in revenue and EPS of US$1.10. Over the past year, the company has seen revenue move from US$7.5b to US$8.2b and EPS edge from about US$1.00 to US$1.10, while net income on a trailing basis has tracked around US$1.2b. With net profit margins holding in the mid-teens, investors now have a clearer view of how consistent profitability and...

If you are wondering whether Abercrombie & Fitch is attractively priced or already expensive, you are not alone. The stock has been on many investors' watchlists for exactly that reason. The share price closed at US$100.69, with a 2.3% decline over 7 days, a 16.8% decline over 30 days, an 18.6% decline year to date and a 20.3% decline over 1 year, while the 3-year and 5-year returns are very large. Recent coverage around Abercrombie & Fitch has focused on its share price performance and how...

TSMC (NYSE:TSM) reports record-breaking revenue and earnings, supported by surging global demand for its AI chips. The company commits to multiyear capital expenditures of up to US$56b to expand AI-focused manufacturing capacity. Plans include new advanced chipmaking facilities in the U.S. as part of a landmark trade deal. TSMC sits at the center of global chip production, especially for high performance processors used in AI data centers and advanced computing. The latest results highlight...

Why VICI’s upcoming earnings date matters now VICI Properties (VICI) is back in focus as investors look ahead to its fourth quarter 2025 results on Wednesday, February 25, with expectations centered on year over year growth in funds from operations. This upcoming report, combined with a generally bullish analyst stance and management’s recent emphasis on experiential real estate priorities, is influencing how the market is thinking about the stock in the near term. See our latest analysis for...

Ford is relocating its Lincoln luxury brand headquarters to the restored Michigan Central Station in Detroit. The move is intended to give Lincoln a more distinct identity while tying it closely to Ford's broader innovation hub. FordDirect has appointed Tracy Noonan Fred as chief operating officer to support digital retail initiatives. Ford is rolling out a new e commerce platform to help dealers manage online sales and customer interactions. Ford Motor (NYSE:F) is reshaping how its luxury...

Applied Digital recently appointed co-founder and former Chief Strategy Officer Jason Zhang as President, while reporting second-quarter 2025 sales of US$126.59 million and a reduced net loss of US$19.08 million. The combination of Zhang’s expanded leadership role and the company’s very large long-term AI data center contracts with hyperscaler clients deepens its focus on AI infrastructure growth. We’ll now examine how Zhang’s promotion to President shapes Applied Digital’s existing...

President Trump’s proposal to cap credit card interest rates at 10% for one year has put Capital One Financial (COF) in the spotlight, with investors weighing regulatory risk against the company’s underlying fundamentals. See our latest analysis for Capital One Financial. The proposal has arrived just as Capital One prepares to report Q4 results and integrate Discover, and the stock has reacted sharply, with a 1-day share price return of 4.36% decline and a 30-day share price return of 6.16%...

Recent share performance and context for lululemon athletica (LULU) With no single headline event driving the move, lululemon athletica (LULU) has been drawing attention after a period of weak short-term returns, contrasted with a positive past 3 months. The stock is down about 6% over the past day and 11% over the past week, with the month showing a 10% decline. Over the past 3 months, however, the shares are up roughly 6%. See our latest analysis for lululemon athletica. At a share price of...

Why Simpson Manufacturing Is On Investors’ Radar Today Simpson Manufacturing (SSD) has recently drawn attention after a mixed run in its share price, with a 2.3% decline over the past day contrasting with gains over the past month and the past three months. For investors tracking construction related names, the stock’s recent move comes alongside reported annual revenue of US$2.31b and net income of US$344.32m, together with year on year revenue and net income growth figures that may invite...

Datavault AI: recent performance snapshot Datavault AI (DVLT) has been on many watchlists after sharp moves in its share price, with the stock closing at US$0.71 and showing negative returns over the past month and past 3 months. See our latest analysis for Datavault AI. The latest moves extend a much longer weak patch, with a 30 day share price return of 26.75% and a 90 day share price return of 66.76%, while the 1 year total shareholder return is 48.83%. This points to fading momentum and...

Comerica (CMA) just wrapped up FY 2025 with fourth quarter revenue of US$836 million and basic EPS of US$1.28, supported by trailing twelve month revenue of US$3.27 billion and EPS of US$5.33. Over recent periods, the bank has seen revenue move from US$3.20 billion and EPS of US$5.05 in the twelve months to Q4 2024 to US$3.27 billion and EPS of US$5.33 in the latest twelve month stretch, giving investors a clearer read on how earnings and top line are tracking together. With a trailing net...

Broadcom secured multi billion dollar custom AI chip deals with hyperscalers including Alphabet, OpenAI, and Anthropic, reinforcing its role in core AI infrastructure. Soaring AI chip demand has contributed to capacity constraints at manufacturing partner TSMC and a reported Broadcom backlog above $73b. New AI focused products and a broader mix of large tech customers have drawn fresh attention from Wall Street research desks. At the same time, investors are weighing margin pressures,...

In January 2026, Acer filed patent infringement lawsuits in the Eastern District of Texas against AT&T, Verizon, and T-Mobile, while Mitsubishi Motors North America and Inseego each announced separate collaborations with AT&T to embed its 5G connectivity in the 2026 Outlander SUV and launch a new business-focused fixed wireless solution. Taken together, these developments highlight both the legal risks tied to AT&T’s use of cellular technologies and the expanding commercial reach of its 5G...

In January 2026, Red Cat Holdings issued earnings guidance projecting fourth-quarter 2025 revenue of US$24.0 million to US$26.5 million and full-year 2025 revenue of US$38.0 million to US$41.0 million, implying a very large year-over-year acceleration from its 2024 results. This guidance, alongside its role as a U.S. Army-approved defense drone supplier and new Blue Ops maritime division, suggests Red Cat is shifting from development toward broader commercialization in military...

America's Test Kitchen partnership puts Magnite in the FAST spotlight Magnite (MGNI) is back in focus after America's Test Kitchen selected the company to power programmatic monetization across its Free Ad Supported Streaming TV channels on major connected TV and FAST platforms. This agreement adds another recognized streaming brand to Magnite's publisher roster, alongside ongoing connected TV growth and early contributions from its streamer.ai acquisition. The acquisition is being used to...

If you are wondering whether NIKE’s current share price really reflects its long term potential, you are not alone, many investors are asking the same question right now. The stock last closed at US$63.63, with returns of a 4.0% decline over 7 days, 8.4% over 30 days, 0.6% year to date, an 11.0% decline over 1 year, a 47.1% decline over 3 years and a 49.4% decline over 5 years, a mixed picture that raises valuation questions. Recent headlines have focused on how NIKE is repositioning its...

Indonesian regulators are weighing new rules that could cut ride hailing commissions, which would directly affect Grab Holdings' largest market. Grab Holdings has acquired AI robotics firm Infermove, aiming to apply automation technology to its delivery and logistics operations. Both developments come as NasdaqGS:GRAB trades at $4.51, with the market reassessing the company’s risk and opportunity mix. For you as an investor, the proposed commission cuts in Indonesia go straight to the core...

In mid-January 2026, Morgan Stanley and Cantor Fitzgerald reiterated positive views on Klaviyo after it rolled out its Marketing Agent and Customer Agent products, highlighting the firm’s AI-first SaaS offering for B2C clients. An interesting angle is that hedge funds appear to favor Klaviyo as a resilient software provider, even as broader AI-related risks have made some investors cautious about the sector. Next, we’ll examine how strong analyst support for Klaviyo’s new AI-powered...

Fiserv, NasdaqGS:FISV, is expanding its collaboration with Microsoft to embed AI more deeply across its platforms and global workforce. The company has launched an analytics solution called "unknown Shopper" aimed at helping merchants better understand in store purchasing behavior. These developments highlight new technology initiatives that could influence how clients use Fiserv's payments and data capabilities. Fiserv enters these AI focused moves with its shares at $64.49 and a mixed...

In January 2026, Vericel Corporation released preliminary unaudited guidance for the fourth quarter and full year 2025, projecting 23% total and MACI revenue growth for the quarter and approximately US$276,000,000 in full-year net revenue, along with GAAP net income profitability for the second consecutive year. This combination of strong anticipated revenue expansion and back-to-back GAAP profitability highlights improving operating efficiency and growing commercial traction for Vericel’s...

Why Penguin Solutions Is On Investors’ Radar Today Penguin Solutions (PENG) has been drawing fresh attention after its recent name change from SMART Global Holdings, refocusing the brand on high performance computing, AI infrastructure, memory, and LED businesses that span several end markets. See our latest analysis for Penguin Solutions. At a share price of $19.73, Penguin Solutions has seen a 1 day share price return of 1.15% decline and a 90 day share price return of 8.36% decline. Its 3...