U.S. Luxury Stock News

NasdaqGS:TRS
NasdaqGS:TRSPackaging

Is Insider Selling Amid Strong Aerospace Momentum Altering The Investment Case For TriMas (TRS)?

Barington Companies Management disclosed that it sold 143,900 TriMas shares in the fourth quarter of 2025, a transaction estimated at about US$5.02 million based on average quarterly pricing, while TriMas subsequently reported strong third-quarter aerospace sales growth and raised its full-year adjusted EPS guidance. The combination of surging aerospace segment demand and management’s higher earnings guidance highlights how operational momentum is reshaping TriMas’ business mix and profit...
NYSE:MGM
NYSE:MGMHospitality

A Look At MGM Resorts (MGM) Valuation After Macau Records BetMGM Profitability And Ongoing Buybacks

Recent commentary on MGM Resorts International (MGM) has focused on record results from its Macau operations and BetMGM reaching profitability, along with substantial share repurchases, all of which have drawn fresh attention to the stock. See our latest analysis for MGM Resorts International. The recent 1-day share price return of 8.52% has added to MGM’s 90-day share price return of 20.90%, even though the 1-year total shareholder return remains slightly negative at 3%. This suggests...
NYSE:SAM
NYSE:SAMBeverage

A Look At Boston Beer Company (SAM) Valuation After Recent Share Price Rebound

Recent share performance puts Boston Beer Company (SAM) back in focus With no single headline event driving attention, Boston Beer Company (SAM) has still caught investor interest after a recent share price move. This has prompted a closer look at how the brewer’s fundamentals and valuation currently line up. See our latest analysis for Boston Beer Company. Recent trading has been choppy, with a 30 day share price return of 13.01% and a 90 day return of 21.16%, set against a 5 year total...
NYSE:TX
NYSE:TXMetals and Mining

Ternium (NYSE:TX) Margin Compression In Q3 EPS Of US$0.10 Tests Bullish Narratives

Ternium (NYSE:TX) has posted fresh FY 2025 numbers, with third quarter revenue of US$3.95b, basic EPS of US$0.10 and net income of US$20.6m, setting the tone for what has been an uneven year of reported profits. Over recent periods, revenue has moved in a tight band around US$3.9b to US$4.5b per quarter. In contrast, basic EPS has swung from a loss of US$3.71 in the second quarter of 2024, to a gain of US$1.43 in the fourth quarter of 2024, and US$1.10 in the second quarter of 2025. This...
NYSE:CE
NYSE:CEChemicals

Celanese (CE) Returns To Q4 Profit But Trailing US$1.1b Loss Tests Bullish Narratives

Celanese (CE) has wrapped up FY 2025 with fourth quarter revenue of US$2.2 billion and basic EPS of US$0.23, against a trailing twelve month picture that includes a basic EPS loss of US$10.45 on revenue of US$9.5 billion. Over recent periods, quarterly revenue has ranged from US$2.4 billion to US$2.5 billion, while basic EPS has swung between a loss of US$12.39 and a profit of US$1.86. This sets up a story where investors are watching how far improving headline numbers can translate into...
NYSE:IRM
NYSE:IRMSpecialized REITs

Evaluating Iron Mountain (IRM) After Earnings Beat And Confident 2026 Revenue Guidance

Why Iron Mountain stock is in focus after its latest earnings Iron Mountain (IRM) has climbed onto many watchlists after its fourth quarter earnings topped market expectations, supported by growth in data-focused businesses and new revenue guidance for 2026. See our latest analysis for Iron Mountain. Iron Mountain's latest earnings and 2026 revenue guidance landed alongside a fresh quarterly dividend declaration of US$0.864 per share and fourth quarter impairment charges, yet the share price...
NasdaqCM:OSW
NasdaqCM:OSWConsumer Services

OneSpaWorld (OSW) Margin Expansion Reinforces Bullish Earnings Narrative Despite Premium P/E

OneSpaWorld Holdings (OSW) has reported another busy quarter, with Q3 FY 2025 revenue of US$258.5 million and basic EPS of US$0.24, supported by trailing twelve month EPS of US$0.71 on revenue of US$936.1 million. The company’s revenue has moved from US$241.7 million and EPS of US$0.21 in Q3 FY 2024 to US$258.5 million and EPS of US$0.24 in Q3 FY 2025. Trailing net profit margin currently sits at 7.9% versus 5.9% a year earlier. This has put a spotlight on how sustainably those margins may...
NasdaqGS:SABR
NasdaqGS:SABRHospitality

Sabre (SABR) Turns EPS Positive In Q3 2025 Testing Profitability Narratives

Sabre’s latest earnings snapshot Sabre (SABR) has reported its FY 2025 third quarter with total revenue of US$715.2 million and basic EPS of US$0.12, alongside earnings from discontinued operations of US$800.3 million and net income from continuing operations of US$48.4 million. The company has seen revenue hold in a tight band over recent periods, from US$691.3 million in Q3 2024 to US$714.7 million in Q4 2024, US$702.1 million in Q1 2025, US$687.1 million in Q2 2025, and now US$715.2...
NasdaqGS:SEDG
NasdaqGS:SEDGSemiconductor

SolarEdge WeaveGrid Deal Links Home Batteries To Grid Services Opportunity

SolarEdge Technologies (NasdaqGS:SEDG) has entered a partnership with WeaveGrid to connect its residential batteries to utility grid programs. The collaboration enables SolarEdge home battery owners to participate in grid services and virtual power plant programs through WeaveGrid’s orchestration platform. The move expands SolarEdge’s role in distributed energy resource integration and grid flexibility services. For you as an investor looking at SolarEdge, this partnership ties the...
NYSE:IRT
NYSE:IRTResidential REITs

Independence Realty Trust (IRT) FFO Stability Supports Bullish Narratives Despite Earnings Volatility

Independence Realty Trust (IRT) closed out FY 2025 with fourth quarter revenue of US$169.5 million and basic EPS of US$0.14, while funds from operations reached US$79.4 million, giving investors a clean snapshot of its latest run rate. The company has seen quarterly revenue move from US$163.7 million and basic EPS of roughly breakeven in Q4 2024 to US$169.5 million and EPS of US$0.14 in Q4 2025. Trailing 12 month revenue of US$668.8 million and basic EPS of US$0.24 frame the year in...
NYSE:SNAP
NYSE:SNAPInteractive Media and Services

The Bull Case For Snap (SNAP) Could Change Following Share Buyback And New Creator Subscriptions

In recent months, Snap completed a US$500.00 million share repurchase covering 61,381,444 shares and rolled out Creator Subscriptions, a new feature that lets a small test group of creators charge US$4.99–US$19.99 per month for exclusive, ad-free content while keeping about 60% of revenue after platform fees. These moves highlight how Snap is using its more than US$1.00 billion in annual recurring subscription revenue to shift further beyond advertising and deepen its ties with creators and...
NasdaqGS:AMKR
NasdaqGS:AMKRSemiconductor

Assessing Amkor Technology (AMKR) After Strong 1-Year Rally And Recent Share Price Pullback

If you are wondering whether Amkor Technology is still reasonably priced after its run, this article walks through what the numbers actually say about value. The stock last closed at US$46.74, with a 16.8% decline over the past 7 days, a 2.6% decline over 30 days, and returns of 8.9% year to date, 108.7% over 1 year, and 93.2% over 3 years. Alongside these moves, investors have been reacting to broader interest in semiconductor related names and company specific updates that keep Amkor on...
NasdaqGS:BILI
NasdaqGS:BILIInteractive Media and Services

Bilibili (BILI) Valuation Check As Recent Share Price Momentum Draws Fresh Investor Attention

Why Bilibili (BILI) is back on investor radars Bilibili (BILI) has quietly shifted into focus for some investors, with recent returns showing a mixed picture across different timeframes and raising questions about how its current share price lines up with underlying results. See our latest analysis for Bilibili. At a share price of $31.15, Bilibili has had a soft 7 day share price return of 2.17% and 30 day share price return of 4.09%. However, its 90 day share price return of 28.93% and 1...
NasdaqGS:EXEL
NasdaqGS:EXELBiotechs

Is Exelixis (EXEL) Pricing Reflect Future Growth After Strong Multi Year Share Gains

If you are looking at Exelixis and wondering whether the recent price puts it on sale or already fairly priced, you are in the right place. The stock recently closed at US$44.47, with returns of 3.6% over 7 days, 1.2% over 30 days, 2.0% year to date and 26.8% over 1 year, plus a very large 3 year return that is around 1.5x and 96.2% over 5 years. Recent news around Exelixis has focused on its position in the pharmaceuticals and biotech space, including attention from investors who track...
NYSE:DKS
NYSE:DKSSpecialty Retail

Is DICK'S Sporting Goods (DKS) Pricing Make Sense After Foot Locker Deal And Mixed Valuation Signals

If you are wondering whether DICK'S Sporting Goods is priced attractively right now, it helps to step back and look at what the recent share performance and fundamentals are really telling you. The stock last closed at US$202.81, with a 0.8% decline over 7 days, a 5.8% decline over 30 days, a 1.3% gain year to date, and a 10.1% decline over the past year, set against longer-term returns of 68.9% over 3 years and 214.0% over 5 years. Recent headlines around DICK'S Sporting Goods have focused...
NasdaqCM:BTDR
NasdaqCM:BTDRSoftware

A Look At Bitdeer Technologies Group (BTDR) Valuation After Hash Rate Milestone And Q4 Earnings Results

Bitdeer Technologies Group (BTDR) is back on investors’ radar after reporting Q4 and full year 2025 earnings, alongside fresh operating data and hash rate milestones that highlight its growing Bitcoin self mining footprint. See our latest analysis for Bitdeer Technologies Group. Those strong Q4 figures and fresh hash rate milestones arrive after a choppy run for the stock, with a 30 day share price return of 39.33% decline and a 1 year total shareholder return of 35.59% decline, pointing to...
NYSE:NU
NYSE:NUBanks

Is Nu’s New U.S. Bank Charter Altering The Investment Case For Nu Holdings (NU)?

In late January, Nu Holdings received conditional approval from the U.S. Office of the Comptroller of the Currency to establish Nubank in the United States, advancing its expansion beyond Latin America ahead of its scheduled Q4 2025 earnings release on February 25. This move adds a new growth avenue to a business that already serves over one hundred million customers and has recently delivered faster earnings growth than revenue, highlighting how its model can scale as it enters a much...
NYSE:DRD
NYSE:DRDMetals and Mining

DRDGOLD (NYSE:DRD) Margin Surge To 28.5% Tests Bearish Profitability Narratives

DRDGOLD (NYSE:DRD) has put up another firm set of numbers for H1 2026, with H2 2025 revenue at R4.1b and basic EPS of R14.76 sitting on top of R1.3b in net income, while the trailing twelve month line shows revenue of R7.9b and basic EPS of R26.01 backed by R2.2b in net income. The company has seen revenue move from R3.3b in H2 2024 to R3.8b in H1 2025 and then R4.1b in H2 2025, alongside basic EPS stepping from R8.58 to R11.26 and then R14.76. This progression sets a clear earnings rhythm...
NYSE:TRTX
NYSE:TRTXMortgage REITs

TPG RE Finance Trust (TRTX) Margin Compression Challenges Longstanding Income Bull Case

TPG RE Finance Trust (TRTX) closed out FY 2025 with Q4 revenue of US$23.8 million and basic EPS of roughly US$0.00, capping a year where quarterly revenue moved between US$23.8 million and US$40.4 million while EPS ranged from about US$0.00 to US$0.23. Across the last six reported quarters, revenue has run between US$23.8 million and US$40.4 million with EPS between roughly US$0.00 and US$0.23, giving investors a clear view of how income streams have shifted through recent reporting periods...
NasdaqGS:DOX
NasdaqGS:DOXIT

Amdocs (DOX) Margin Improvement To 12.5% Tests Longstanding Earnings Skepticism

Amdocs (DOX) has opened Q1 2026 with revenue of US$1.2 billion and basic EPS of US$1.46, setting the tone for investors focused on how profit is tracking against prior quarters. The company has seen quarterly revenue hold around the US$1.1 billion mark over the past year, from US$1.11 billion in Q1 2025 to US$1.16 billion in Q1 2026. Over the same period, basic EPS moved from US$1.34 to US$1.46, and trailing twelve month EPS sits at US$5.19. With net profit margins having improved over the...
NYSE:TNL
NYSE:TNLHospitality

Travel + Leisure (TNL) Net Margin Near 10% Tests Bullish Durability Narratives

Travel + Leisure (TNL) has posted its FY 2025 third quarter results with revenue of US$1,044 million and basic EPS of US$1.70, alongside trailing twelve month revenue of US$3.97 billion and EPS of US$6.14 that frame the latest quarter in a broader context. The company has seen quarterly revenue move from US$971 million in Q4 2024 to US$1,044 million in Q3 2025, while basic EPS has ranged between US$1.09 and US$1.73 across that stretch. This sets up a picture of consistent earnings power and...
NasdaqGS:WIX
NasdaqGS:WIXIT

Deeper QuickBooks Online Integration Could Be A Game Changer For Wix.com (WIX)

In February 2026, Wix.com Ltd. and Intuit Inc. expanded their partnership, integrating QuickBooks Online into Wix so small businesses can connect financial management, AI-powered accounting tools, and website operations in a single workflow. This deeper integration positions Wix at the center of more critical back-office processes, potentially increasing platform stickiness as users automate accounting, tax insights, and online sales management. We’ll now examine how embedding QuickBooks’...
NYSE:UBER
NYSE:UBERTransportation

Is Uber Technologies (UBER) Offering Value After Recent Share Price Pullback?

If you are wondering whether Uber Technologies stock still offers good value after its ride so far, this article will walk through what the current price might be implying. The shares last closed at US$72.77, with returns of 2.5% over 7 days, a 14.2% decline over 30 days, a 12.2% decline year to date, a 10.3% decline over 1 year and a 110.7% gain over 3 years, alongside a 35.0% gain over 5 years. Recent headlines around Uber have focused on its position as a large scale global ride hailing...
NYSE:TOL
NYSE:TOLConsumer Durables

Toll Brothers (TOL) Margin Compression Challenges Bullish Luxury Housing Narratives

Toll Brothers (TOL) opened its 2026 fiscal year with Q1 revenue of US$2.1b and basic EPS of US$2.20, setting the tone for how its upscale housing demand is feeding through to the bottom line. The company has seen quarterly revenue move from US$1,859.1m and EPS of US$1.76 in Q1 2025 to US$2,145.6m and EPS of US$2.20 in Q1 2026. Trailing 12 month EPS sits at US$14.12 on revenue of US$11.3b, giving investors a clear view of scale. With a trailing net margin of 12.3% versus 14.0% last year, the...