U.S. Luxury Stock News

NasdaqGS:HON
NasdaqGS:HONIndustrials

Honeywell Reshapes Portfolio With Aerospace Spin And Quantinuum IPO Plans

Honeywell International (NasdaqGS:HON) is planning to separate its Aerospace business in 2026. The company also holds a majority stake in quantum computing firm Quantinuum, which is anticipated to pursue an IPO in 2027. These moves could significantly change Honeywell's business mix and risk profile beyond its current reporting structure. Honeywell International, trading at $235.35 with NasdaqGS:HON, is entering this period of corporate change after a solid run in the stock. The shares are...
NasdaqGS:TTMI
NasdaqGS:TTMIElectronic

TTM Technologies Deepens Defense Role With Raytheon Deal And Index Shift

TTM Technologies (NasdaqGS:TTMI) announced a multi year supply agreement with Raytheon for the LTAMDS air and missile defense program. The company was added to the S&P MidCap 400 index, a change that can influence how index tracking funds and institutional investors view the stock. TTM reported upcoming board retirements and the appointment of two new directors, including a former U.S. Secretary of the Army and an experienced aerospace executive. TTM Technologies focuses on printed circuit...
NYSE:RVTY
NYSE:RVTYLife Sciences

Revvity (RVTY) Deepens AI And Buybacks Strategy: Is Diagnostics Now Its Core Value Engine?

In early February 2026, Revvity, Inc. reported fourth-quarter 2025 results showing higher sales of US$772.06 million and improved earnings, as well as full-year 2025 revenue of US$2.86 billion alongside lower net income and diluted EPS than the prior year. Beyond the headline beat, management highlighted 7% organic growth in the diagnostics segment, share repurchases of over US$800 million, and new AI-enabled drug discovery tools such as Signals Synthetica as evidence of progress in the...
NYSE:ENS
NYSE:ENSElectrical

EnerSys (ENS) Valuation Check After Strong Multi Period Share Price Gains

EnerSys stock at a glance after recent gains EnerSys (ENS) has quietly moved higher recently, with the share price at $185.03 and total return figures over the past year and past 3 months giving investors fresh performance context. See our latest analysis for EnerSys. The recent move to a share price of $185.03 follows a strong run, with a 30-day share price return of 19.44% and a 90-day share price return of 43.15%. The 1-year total shareholder return of 97.14% and 3-year total shareholder...
NYSE:TAP
NYSE:TAPBeverage

Assessing Molson Coors (TAP) Valuation After CEO Appointment And Ongoing Buybacks And Dividends

Molson Coors Beverage (TAP) is back on investors’ radar after appointing 24-year company veteran Rahul Goyal as CEO, while continuing share repurchases, dividends, and debt reduction in a pressured beer market. See our latest analysis for Molson Coors Beverage. The leadership change and marketing push around campaigns like Coors Light’s “Home DeCoors” come as Molson Coors’ share price has gained momentum, with a 16.38% 90 day share price return and a 20.36% five year total shareholder return,...
NYSE:CDP
NYSE:CDPOffice REITs

A Look At COPT Defense Properties (CDP) Valuation As Earnings Optimism Lifts Recent Share Price Moves

COPT Defense Properties earnings anticipation and recent stock move COPT Defense Properties (CDP) is back in focus as traders position ahead of its February 5, 2026 quarterly earnings release, with expectations centered on an earnings per share figure of $0.47. The stock has drawn interest as investors weigh those earnings expectations, recent share price gains over the past month, and relatively modest annual revenue growth compared with other real estate names. See our latest analysis for...
NasdaqGS:RELY
NasdaqGS:RELYDiversified Financial

Is Remitly (RELY) Quietly Recasting Its Remittance Model Into a Higher-Margin Fintech Platform?

Remitly Global recently reported that active customers grew 31.9% year over year to 8.86 million, while full-year EPS turned positive and free cash flow margins strengthened, underscoring improving fundamentals ahead of its recent investor day. The investor day also highlighted rapid uptake of new offerings like Remitly Flex and Remitly Wallet, which management expects to deliver higher-margin revenue streams and diversify the business beyond core remittances. Next, we’ll explore how this...
NYSE:IEX
NYSE:IEXMachinery

Idex (IEX) Margin Compression Tests Bullish Premium P E Narrative

IDEX (IEX) closed out FY 2025 with Q4 revenue of US$899.1 million and basic EPS of US$1.72, alongside net income of US$128.3 million, setting the tone for how investors digest the latest print. Over the last few quarters, the company has seen revenue move from US$862.9 million in Q4 2024 to US$899.1 million in Q4 2025, while basic EPS shifted from US$1.63 to US$1.72. This gives a clearer picture of how the top line and per share earnings have tracked together. With a trailing net profit...
NYSE:KTB
NYSE:KTBLuxury

A Look At Kontoor Brands (KTB) Valuation After Recent Share Price Rebound And Undervaluation Narrative

What Kontoor Brands’ Recent Share Performance Tells You Kontoor Brands (KTB) has seen mixed share performance recently, with a 14.0% move over the past week, a 7.4% gain over the past month, and a 9.4% decline over the past 3 months. See our latest analysis for Kontoor Brands. At a share price of $65.53, Kontoor Brands’ recent momentum has shifted, with a strong 7 day share price return of 14.0% and a year to date share price return of 6.55%, set against a 1 year total shareholder return...
NasdaqGS:ZG
NasdaqGS:ZGReal Estate

Is Zillow Group (ZG) Pricing Reflect Recent Share Slide Or DCF Upside Potential

Wondering if Zillow Group shares are priced fairly or if the market is missing something? This article walks through what the current share price might be telling you about the company’s value. The stock last closed at US$56.66, with returns of a 12.8% decline over 7 days, a 13.8% decline over 30 days, a 13.6% decline year to date, a 31.8% decline over 1 year, a 29.4% change over 3 years, and a 67.0% decline over 5 years. Recent attention on Zillow Group has centered on its position in...
NYSE:TME
NYSE:TMEEntertainment

Reassessing Tencent Music Entertainment Group (TME) After Recent Share Price Pullback

If you are wondering whether Tencent Music Entertainment Group is attractively priced after recent volatility, or if you would be overpaying at today’s levels, this article focuses squarely on what you are getting for the price you pay. The stock last closed at US$15.84, with a 7 day return of an 8.1% decline, a 30 day return of a 14.3% decline, a year to date return of an 11.3% decline, and a 1 year return of 36.5% that sits against a 3 year return of 93.9% and a 5 year return of a 38.5%...
NYSE:DRD
NYSE:DRDMetals and Mining

Does DRDGOLD’s (DRD) Long-Term Wage Deal Quiet a Key Risk in Its South Africa Story?

DRDGOLD recently concluded a five-year wage agreement with the National Union of Mineworkers at its Ergo Mining operations, resolving earlier strike notices and setting out annual wage increases, performance-linked incentives and improved housing benefits. This long-term deal reduces labour-relations risk and helps secure operational continuity at DRDGOLD’s flagship tailings retreatment asset, a key concern for investors focused on South African operating conditions. We’ll now examine how...
NYSE:FND
NYSE:FNDSpecialty Retail

Assessing Floor & Decor (FND) Valuation As Store Expansion Continues Despite Softer Housing Market

Why Floor & Decor Holdings (FND) is back on investors' radar Floor & Decor Holdings (FND) is drawing fresh attention after persisting with an aggressive store expansion plan despite softer housing activity. This is prompting investors to reassess how its growth ambitions line up with current market conditions. See our latest analysis for Floor & Decor Holdings. At a share price of US$70.10, Floor & Decor has seen firm near term momentum, with a 30 day share price return of 9.77% and a 90 day...
NasdaqGS:PECO
NasdaqGS:PECORetail REITs

Is Evercore’s New View on Phillips Edison (PECO) Reframing the Necessity-Retail Investment Story?

On January 15, 2026, Evercore ISI initiated coverage on Phillips Edison & Company, Inc. with an Outperform rating, emphasizing its focus on grocery-anchored shopping centers and necessity-based tenants. Evercore ISI also drew attention to Phillips Edison’s reported 98% portfolio occupancy and a growing pipeline of ground-up outparcel developments and repositioning projects, underscoring how intensively the company is working its existing real estate footprint. Next, we’ll explore how...
NYSE:BKU
NYSE:BKUBanks

Do Diverging Analyst Views On BankUnited (BKU) Reveal Strengths Or Strains In Its Profit Model?

In recent days, BankUnited has been the focus of updated analyst ratings from firms including Jefferies, Citigroup, Goldman Sachs, and Barclays, reflecting a wide range of views on the bank’s prospects amid ongoing operational challenges. This mix of bullish and bearish perspectives offers investors a clearer view of how BankUnited’s market positioning compares with peers facing similar profitability and growth pressures. Next, we’ll examine how this shift in analyst sentiment toward...
NYSE:EME
NYSE:EMEConstruction

Evaluating EMCOR Group (EME) After Recent Share Price Pullback And Conflicting Valuation Signals

EMCOR Group (EME) has drawn attention after recent performance data, with the stock showing a 1-day return of a 4.8% decline and a 7-day return of a 2.6% decline, prompting fresh interest in its valuation. See our latest analysis for EMCOR Group. That 4.8% 1 day share price decline and 2.6% 7 day share price pullback sit against a stronger backdrop, with a 30 day share price return of 8.4% and a 1 year total shareholder return of 55.5%. This suggests momentum has cooled recently after a very...
NYSE:OUT
NYSE:OUTSpecialized REITs

Is OUTFRONT Media (OUT) Using Formula E Miami To Redefine Its Sports Advertising Edge?

OUTFRONT Media announce that it has been named the Official Out-of-Home Advertising Partner of the 2026 ABB FIA Formula E Miami E-Prix and Associate Partner of Change. Accelerated., gaining Formula E IP rights to run branded campaigns and fan activations across Miami and South Florida during and around race weekend. This agreement extends OUTFRONT’s growing presence around major sports and cultural events while highlighting its sustainability efforts, from LED conversions to transit-focused...
NYSE:BRK.B
NYSE:BRK.BDiversified Financial

Berkshire Hathaway’s Next Era With Greg Abel And A US$380b Cash War Chest

Warren Buffett is retiring as CEO of Berkshire Hathaway, with Greg Abel set to take over leadership. The company is reported to be considering a sale of its long held stake in Kraft Heinz. Berkshire Hathaway holds a record cash position, with early indications of a shift in how that cash could be deployed, including internationally and in technology sectors. Berkshire Hathaway (NYSE:BRK.B), recently trading at $503.83 per share, is entering a new chapter as Greg Abel prepares to succeed...
NasdaqCM:SGML
NasdaqCM:SGMLMetals and Mining

Brazil Ruling Eases Sigma Lithium Fears As Ramp Up Continues

Brazil's mining regulator confirmed the safety of Sigma Lithium's waste piles, directly addressing recent media allegations around its operations. The regulator's statement supports the continued ramp up of Sigma Lithium's Brazilian operations without additional safety restrictions. The clarification comes as the company, trading as NasdaqCM:SGML, faces heightened scrutiny over environmental and operational risks. For investors watching NasdaqCM:SGML, this regulatory confirmation follows a...
NYSE:FOR
NYSE:FORReal Estate

Why Forestar Group (FOR) Is Up 16.6% After Beating Q4 Views And Raising 2026 Guidance – And What's Next

Forestar Group, a majority-owned subsidiary of D.R. Horton, recently reported a past-quarter revenue increase of 9% year on year, modestly ahead of analyst expectations, while preserving strong liquidity amid affordability pressures and cautious homebuyer sentiment. The company also issued guidance for fiscal 2026 of 14,000 to 15,000 lot deliveries and projected revenue of US$1.60 billion to US$1.70 billion, highlighting management’s confidence in its development pipeline despite ongoing...
NYSE:HPQ
NYSE:HPQTech

Is HPQ Now A Potential Opportunity After Prolonged Share Price Weakness

If you are wondering whether HP's share price really reflects what the business is worth, you are not alone, and that is exactly what this article will help you unpack. HP's stock closed at US$19.82, with a 4.0% gain over the last 7 days, set against an 8.5% decline over 30 days and a 10.4% decline year to date, as well as a 36.4% decline over 1 year, 25.1% over 3 years and 13.5% over 5 years. These moves have come as investors continue to reassess established tech names like HP in the...
NYSE:ALL
NYSE:ALLInsurance

Allstate’s Bigger Payouts And Buyback Raise Questions On Future Returns

Allstate (NYSE:ALL) announced a significant dividend increase following its Q4 results. The company also authorized a new $4b share repurchase program. These capital return measures were introduced after reporting strong Q4 performance. Allstate is a major US property and casualty insurer, with a core focus on auto and home coverage for retail customers. The latest capital return announcement arrives as insurers continue to manage claims costs, pricing, and catastrophe exposure. All of...
NYSE:JKS
NYSE:JKSSemiconductor

A Look At JinkoSolar Holding’s Valuation After New Cybersecurity Certification For Jinko ESS

JinkoSolar Holding (NYSE:JKS) is back in focus after its North American energy storage unit, Jinko ESS, received IEC 62443-2-4 cybersecurity certification, an independent audit that could matter for utility and data center oriented investors. See our latest analysis for JinkoSolar Holding. The IEC 62443-2-4 news lands after a sharp 8.46% 1-day share price return to US$27.56. However, the 90-day share price return is a 3.57% decline and the 3-year total shareholder return is a 37.52% loss,...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Is Alphabet (GOOGL) Still Priced Fairly After Strong Multi Year Share Gains

If you are wondering whether Alphabet’s current price still offers value, this article walks through what the numbers actually say about the stock. The shares most recently closed at US$333.04, with returns of 5.2% over 30 days, 5.7% year to date and 74.7% over the last year, along with 237.7% over three years and 221.6% over five years. Recent headlines have focused on Alphabet’s position as a major US technology name and its role in widely used digital services. This keeps investor...