U.S. Leisure Stock News

NYSE:PBH
NYSE:PBHPharmaceuticals

Prestige Consumer Healthcare (PBH) Margin Compression Reinforces Cautious Earnings Narratives

Prestige Consumer Healthcare (PBH) has reported Q3 2026 results with revenue of US$283.4 million and basic EPS of US$0.98, giving investors a fresh look at how its consumer health portfolio is translating into earnings power. The company has seen quarterly revenue move from US$283.8 million in Q2 2025 to US$283.4 million in Q3 2026, while basic EPS has ranged between US$0.86 and US$1.23 over that period. This sets the backdrop for trailing 12 month net profit margins that have compressed...
NYSE:CSW
NYSE:CSWBuilding

A Look At CSW Industrials (CSW) Valuation After Earnings Miss And Residential HVACR Headwinds

Why CSW Industrials’ latest earnings are drawing investor attention CSW Industrials (CSW) is back on investors’ radar after quarterly revenue and non-GAAP earnings per share came in below Wall Street expectations, with management pointing to acquisition costs, higher interest expenses, and margin pressures. See our latest analysis for CSW Industrials. The mixed earnings backdrop sits against a share price that has climbed 18.49% over the past 90 days but carries a 1-year total shareholder...
NYSE:AXS
NYSE:AXSInsurance

Has AXIS Capital (AXS) Become More Attractive After Recent Insurance Sector Focus?

Investors may be wondering whether AXIS Capital Holdings, at around US$106.53, offers good value right now or whether most of the potential upside has already been priced in. The stock has recorded returns of 3.2% over the last week and 3.2% over the last month, with year-to-date returns of 2.2% and a 1 year return of 16.1%. The 3 year and 5 year returns are 83.1% and 142.0% respectively. Recent news coverage has focused on AXIS Capital Holdings as a major player in the insurance space...
NasdaqGS:TER
NasdaqGS:TERSemiconductor

Teradyne JV With MultiLane Targets AI Data Center Test Growth

Teradyne (NasdaqGS:TER) and MultiLane have formed a joint venture called MultiLane Test Products (MLTP). The JV is focused on test solutions for high speed data connections used in AI data center equipment. The agreement aims to address rising demand from customers in the AI data center equipment market. Teradyne, known for its automated test equipment across semiconductors and electronics, is now tying that expertise more tightly to the AI data center build out. By teaming up with...
NYSE:HWM
NYSE:HWMAerospace & Defense

A Look At Howmet Aerospace (HWM) Valuation After Earnings Beat And Upgraded Guidance

Howmet Aerospace (HWM) is back on investors’ radar after its latest earnings topped expectations and management lifted full year guidance, with commercial aerospace engine components and fasteners playing a central role. See our latest analysis for Howmet Aerospace. That upbeat earnings report and guidance upgrade came on top of a sharp 6.45% 1 day share price return, contributing to steady gains over the past quarter and a very large five year total shareholder return. If this earnings move...
NYSE:OKE
NYSE:OKEOil and Gas

Does ONEOK’s New Directors and Higher Dividend Signal a Shift in Capital Priorities for OKE?

In late January 2026, ONEOK’s board added two independent directors, former Weatherford CEO Mark A. McCollum and Mountaintop Consulting CEO Precious Williams Owodunni, assigning them to key audit, compensation and governance committees. The appointments bring deep energy, finance and governance expertise to ONEOK’s board at the same time the company is increasing its quarterly dividend to US$1.07 per share. With the dividend increase as a focal point, we’ll examine how these developments...
NYSEAM:IE
NYSEAM:IEMetals and Mining

Ivanhoe Electric Links Chile Copper Search With US Supply Chain Plans

Ivanhoe Electric (NYSEAM:IE) signed a collaboration and exploration agreement with Chilean miner SQM to search for copper across more than 2,000 km2 in northern Chile. The company is using its geophysical technologies in this program, which could lead to joint venture opportunities on any future deposits that are identified. Ivanhoe Electric took part in a White House event launching a US$12b US minerals stockpile initiative that includes a US$825m Export Import Bank letter of interest for...
NasdaqGS:TCOM
NasdaqGS:TCOMHospitality

Tripcom Group Faces Antitrust Probe As Valuation And Risks Diverge

Trip.com Group (NasdaqGS:TCOM) is being investigated by China's State Administration for Market Regulation over potential antitrust violations. Following this regulatory move, several law firms have launched shareholder investigations and are exploring potential class action lawsuits. The developments focus on possible impacts to the company's business practices, legal exposure, and investor interests. For investors watching Trip.com Group at a share price of $59.4, this regulatory...
NYSE:SEI
NYSE:SEIEnergy Services

Is Solaris Energy Infrastructure (SEI) Quietly Recasting Itself as a Data Center Power Platform?

Solaris Energy Infrastructure has already reshaped its business by acquiring Mobile Energy Rentals in 2024 and building its Power Solutions segment around high-margin, contracted mobile turbine leases, including a major deal with AI data center operator xAI. This shift effectively turns Solaris from a niche oilfield logistics player into a recurring-revenue distributed power provider with significant exposure to fast-growing data center power demand. Next, we’ll examine how this pivot toward...
NYSE:NEM
NYSE:NEMMetals and Mining

Newmont’s Ahafo North Start Tests Growth, Cash Flow And Risk Profile

Newmont (NYSE:NEM) has started commercial production at its Ahafo North mines in Ghana. The new operation is expected to meaningfully affect the company’s gold output and long term operating profile. The project adds another producing asset in West Africa, contributing to Newmont’s regional diversification. For you as an investor, Ahafo North fits into Newmont’s role as a large global gold producer with a portfolio spread across multiple regions. Gold miners have been in focus as investors...
NasdaqGS:PEP
NasdaqGS:PEPBeverage

Is PepsiCo (PEP) Pricing Look Attractive After Strong Recent Share Price Performance?

If you are wondering whether PepsiCo at around US$170.49 is offering fair value or a stretch price, starting with a clear look at the numbers can help you frame that question. The stock has posted returns of 11.0% over the past 7 days, 24.4% over 30 days, 19.9% year to date, 22.6% over 1 year and 6.8% and 48.6% over 3 and 5 years respectively. This gives you a recent performance backdrop before you think about what you are paying today. Recent news coverage around PepsiCo has focused on its...
NYSE:CAH
NYSE:CAHHealthcare

Cardinal Health (CAH) Q2 Earnings Strengthen Bullish Narrative On 26.7% TTM EPS Growth

Cardinal Health (CAH) just posted its Q2 2026 numbers, with revenue of about US$65.6b, basic EPS of US$1.98 and net income excluding extra items of US$467m setting the tone for the latest update. Over the last few quarters the company has seen revenue move from US$55.3b in Q2 2025 to US$60.2b in Q4 2025, US$64.0b in Q1 2026 and now US$65.6b in Q2 2026. Basic EPS stepped through US$1.65, US$1.00, US$1.89 and US$1.98 over the same periods, which feeds into trailing twelve month EPS of US$6.97...
NYSE:DTM
NYSE:DTMOil and Gas

A Look At DT Midstream (DTM) Valuation After Leadership Moves At The Top

DT Midstream (DTM) has announced a leadership reshuffle, with longtime CEO David Slater moving to Executive Chairman and current Chief Operating Officer Christopher Zona taking on the additional role of President. See our latest analysis for DT Midstream. The leadership changes come as DT Midstream’s share price has gained momentum, with a 30 day share price return of 7.99% and a 90 day share price return of 12.79%, contributing to a 1 year total shareholder return of 30.26% and a 3 year...
NYSE:PWR
NYSE:PWRConstruction

Is Quanta Services (PWR) Quietly Becoming a Core AI Power Infrastructure Play?

In recent sessions, Quanta Services drew attention as investors focused on its upcoming February 19, 2026 earnings release and expectations for higher earnings and revenue compared with the prior year. Beyond the near-term results, the company’s large project backlog and role in upgrading power infrastructure for AI-driven data centers underline its importance to long-term grid investment themes. With this context, we’ll explore how rising demand for power infrastructure tied to AI data...
NYSE:FHN
NYSE:FHNBanks

First Horizon Dividend Declarations Highlight Ongoing Capital Return Balance

First Horizon (NYSE:FHN) has declared new dividends on its common stock. The company also announced fresh dividend payments across multiple preferred stock series. The decision affects both income focused common shareholders and holders of its preferred securities. For investors watching NYSE:FHN, the latest dividend declarations come with the stock trading around $26.23. Over the past year, the share price has returned 21.0%, and 99.8% over five years, while the year to date move sits at...
NasdaqGS:COLM
NasdaqGS:COLMLuxury

Columbia Sportswear (COLM) Valuation Check After Earnings Beat And Upbeat 2026 Growth Guidance

Columbia Sportswear (COLM) is back in focus after its latest quarterly update, where earnings and profitability came in ahead of Wall Street estimates and 2026 guidance pointed to growth in both net sales and earnings. See our latest analysis for Columbia Sportswear. The earnings beat and upbeat 2026 guidance helped spark a sharp shift in sentiment, with a 1 day share price return of 3.27% and a 90 day share price return of 22.06%. However, the 1 year total shareholder return is still...
NYSE:IVT
NYSE:IVTRetail REITs

A Look At InvenTrust Properties (IVT) Valuation After Recent Share Price Momentum

InvenTrust Properties (IVT) has drawn fresh attention after recent trading, with the share price last closing at US$30.42. For investors, the focus now is how this essential retail REIT’s fundamentals line up with that price. See our latest analysis for InvenTrust Properties. While InvenTrust’s share price slipped 0.78% over the last session to US$30.42, the 30 day share price return of 5.44% and 90 day gain of 10.62% suggest momentum has been building on top of a 5 year total shareholder...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Berkshire Hathaway (BRK.A) Is Up 5.5% After Greg Abel Begins Redeploying Buffett-Era Cash Hoard

Berkshire Hathaway has entered a new era as Warren Buffett stepped down as CEO at the end of 2025, with Greg Abel taking the helm and moving to reshape the conglomerate’s portfolio, including plans to sell its long-held stake in Kraft Heinz. This leadership handover coincides with Berkshire controlling more than US$380 billion in cash and seeing its investments in five Japanese trading houses grow to a value approaching US$40 billion, giving Abel significant financial room to recalibrate the...
NasdaqGS:BIDU
NasdaqGS:BIDUInteractive Media and Services

Should Baidu’s New Dividend And US$5 Billion Buyback Plan Require Action From BIDU Investors?

Baidu’s board has approved its first-ever dividend policy and a new share repurchase program of up to US$5.00 billion, effective through December 31, 2028, marking a shift toward recurring capital returns funded by operating profits, potential non-core asset disposals and other investment income. This move brings Baidu’s capital allocation closer to peers such as Alibaba and Tencent while the company continues to invest heavily in AI, including its Ernie assistant and the planned Hong Kong...
NYSE:CRM
NYSE:CRMSoftware

Salesforce (CRM) Is Down 9.9% After Landmark U.S. Army AI Contract And EMBERPOINT Role - Has The Bull Case Changed?

In late January 2026, Salesforce announced a US$5.60 billion, 10‑year IDIQ contract with the U.S. Army and joined EMBERPOINT LLC alongside Lockheed Martin, PG&E and Wells Fargo to supply AI‑enabled data, cloud and coordination tools for defense and wildfire mitigation. These moves highlight how Salesforce is positioning its Agentforce and data platforms at the core of mission‑critical government and public‑safety systems, even as software peers face mounting AI‑related business model...
NYSE:FHI
NYSE:FHICapital Markets

Is Federated Hermes (FHI) Pricing Reflect Its Strong Multi Year Returns And Low P/E Ratio

If you are looking at Federated Hermes and wondering whether the current share price lines up with its underlying worth, this article is designed to walk you through that question step by step. The stock recently closed at US$52.12, with returns of a 2.2% decline over 7 days, a 0.9% decline over 30 days, a 0.5% decline year to date, and gains of 38.3% over 1 year, 48.3% over 3 years, and 123.8% over 5 years, which may have caught the eye of investors reassessing risk and return. Recent...
NYSE:UTI
NYSE:UTIConsumer Services

Universal Technical Institute Expands Trade And Healthcare Campuses As Growth Test

Universal Technical Institute (NYSE:UTI) is expanding its U.S. footprint with new campuses in Atlanta and San Antonio. The San Antonio location is planned as the company’s first campus focused exclusively on skilled trades. UTI is also adding a new healthcare facility in Phoenix and planning more than 20 new programs for 2026. The expansion is aimed at addressing ongoing skilled labor and healthcare worker shortages across the country. Universal Technical Institute, listed on the NYSE under...
NYSE:HG
NYSE:HGInsurance

Hamilton Insurance Group Governance Move As Compliance And Valuation Come Into Focus

Hamilton Insurance Group (NYSE:HG) has appointed Moussa Thiam as Group Head of Compliance. The promotion reflects the insurer's focus on governance and regulatory oversight as a public company. The role covers compliance across Hamilton's global operations and multiple regulatory regimes. For investors tracking NYSE:HG, this move comes as the stock trades at $29.7, with a 1 year return of 57.2%. Shares are also showing shorter term strength, with returns of 7.0% over the past week and 12.0%...
NasdaqCM:EXAS
NasdaqCM:EXASBiotechs

Assessing Exact Sciences (EXAS) Valuation After Oncotype DX Reaches 2 Million Patients

What the Oncotype DX milestone means for Exact Sciences (EXAS) investors Exact Sciences (EXAS) is back in focus after announcing that its Oncotype DX Breast Recurrence Score test has now guided treatment decisions for more than 2 million breast cancer patients worldwide. For you as an investor, this milestone highlights growing clinical use, long-running evidence behind the assay, and its role in treatment decision support. All of these factors feed directly into perceptions of the company’s...