U.S. Luxury Stock News

Lululemon Athletica has recently faced a packed agenda: CEO Calvin McDonald’s planned January 2026 departure, Elliott Investment Management’s more than US$1.00 billion activist stake and CEO push, its removal from the Nasdaq-100, and plans to enter six new international markets via franchise partnerships in 2026. These developments highlight a company at an inflection point, where leadership change, activist pressure, and an ambitious global expansion strategy could reshape how the brand...

Earlier this month, KeyBanc analyst Brett Fishbin initiated coverage on LivaNova with an Overweight rating, highlighting underappreciated performance momentum across capital cycles, share gains, and improved clinical data. The analyst also emphasized upcoming commercialization efforts for the aura6000 platform in obstructive sleep apnea and a pathway to better margins through leveraged growth investments, suggesting a broader reappraisal of LivaNova’s growth potential. We’ll now examine how...

Earlier in December 2025, Bicara Therapeutics Inc. was added to both the NASDAQ Biotechnology Index and the S&P Biotechnology Select Industry Index, marking its inclusion in two widely followed biotech benchmarks. This dual index inclusion can enhance Bicara’s visibility among institutional investors and index-tracking funds, potentially broadening its shareholder base and liquidity profile. We’ll now examine how Bicara’s entry into major biotechnology indices shapes its investment...

Ameris Bancorp (ABCB) shares have quietly climbed over the past month, drawing attention to how this regional bank is balancing steady loan growth, credit quality, and profitability in a still uncertain interest rate environment. See our latest analysis for Ameris Bancorp. That gradual climb sits on top of a much stronger backdrop, with a year to date share price return of 27.28 percent and a five year total shareholder return of 118.19 percent, suggesting momentum has been building rather...

Apollo Global Management (APO) is pivoting hard toward defense by unloading higher risk AI and software linked loans, stockpiling cash, and publicly flagging insurance sector vulnerabilities tied to offshore regulatory arbitrage. See our latest analysis for Apollo Global Management. Those moves sit against a choppy backdrop for Apollo, where a strong 14.51 percent one month share price return contrasts with a negative year to date share price return and a still impressive 143.97 percent three...

Clear Channel Outdoor Holdings (CCO) just hit a fresh 52 week high after winning a 10 year airport advertising contract in Washington, even as its latest quarter combined a wider loss with better than expected revenue. See our latest analysis for Clear Channel Outdoor Holdings. The new Washington airports deal has clearly caught investors attention. The latest $2.16 price sits on top of a strong recent run that includes a 42.11 percent 3 month share price return and a 56.52 percent 1 year...

Zeta Global Holdings recently reported strong momentum in its data-driven marketing cloud business, as ongoing contract wins built on average billings growth of 36.4% over the last year and underpin expectations for revenue to increase 31.6% in the coming 12 months. This combination of larger customer commitments and projected market share gains suggests Zeta Global’s platform is becoming increasingly embedded in clients’ marketing operations, reinforcing the company’s competitive position...

Nielsen and Roku recently expanded their long-term partnership, with Nielsen incorporating Roku’s large-scale TV viewing data into its advanced campaign measurement and ratings solutions, while Roku gains access to Nielsen’s Streaming Platform Ratings as The Roku Channel grows into the second-largest ad-supported streaming app by TV viewing time share. This deeper data-sharing arrangement strengthens Roku’s role in the connected TV ad ecosystem by tying its audience insights more tightly to...

Primoris Services (PRIM) just secured a spot in the S&P 1000, a move that can quietly reshape who owns the stock as index funds and institutional investors adjust their portfolios. See our latest analysis for Primoris Services. The index inclusion caps a powerful run, with the share price up strongly this year and supported by a multi year total shareholder return that signals momentum is still firmly in Primoris Services favor. If this kind of re rating story has your attention, it might be...

Affiliated Managers Group (AMG) just delivered a mixed third quarter, slightly missing revenue expectations but beating assets under management estimates, and the market is paying attention as analysts warm to its long term setup. See our latest analysis for Affiliated Managers Group. The share price has pushed to fresh highs, with a 1 month share price return of around 12 percent and a year to date share price return above 50 percent, while multi year total shareholder returns suggest...

In December 2025, law firm Levi & Korsinsky, LLP notified investors of a class action securities lawsuit against Baxter International, alleging the company misled the market about safety issues and performance of its Novum LVP infusion pump between February 2022 and October 2025. The complaint centers on claims that Baxter knew of serious Novum LVP malfunctions and related patient harm but relied on insufficient customer alerts instead of fully addressing the product’s alleged design...

Nvidia has received U.S. approval to resume shipments of its H200 AI chips to commercial customers in China from mid-February 2026, reopening access to a key market that had been constrained by export controls. This decision revives what analysts had viewed as a rapidly growing China AI opportunity, potentially reshaping Nvidia’s long-term demand mix and regional exposure just as global AI infrastructure spending scales up. With H200 shipments to China back on the table, we’ll examine how...

Pitney Bowes has recently completed and upsized its cash tender offers for outstanding notes, using US$79.9 million to retire part of its long-term debt and increasing the purchase cap from US$75 million to US$80 million to accept all valid tenders. By using cash to retire long-dated notes and refine its capital structure, the company is signaling a focus on balance sheet improvement and more disciplined capital allocation. We’ll now examine how Pitney Bowes’ decision to retire US$79.9...

Stifel Financial (SF) just posted record client assets for November, with total assets up 8% and fee based assets up 14% year over year. This has been a key driver behind the stock’s recent momentum. See our latest analysis for Stifel Financial. That backdrop of record client assets has helped fuel a clear upswing in sentiment, with a roughly 10% 1 month share price return and a powerful 135.8% three year total shareholder return suggesting momentum is still building rather than fading. If...

Park Hotels & Resorts (PK) has quietly lagged the broader market this year, and that underperformance has investors asking whether the stock is now a value opportunity or a value trap. See our latest analysis for Park Hotels & Resorts. At around $10.79, Park Hotels & Resorts reflects a year to date share price return of negative 21.7 percent. Its three year total shareholder return of 28.3 percent suggests longer term holders have still come out ahead, which may indicate that recent weakness...

Praxis Precision Medicines recently completed a Type C meeting with the FDA, securing agreement to convert its EMBRAVE3 trial of elsunersen for early-onset SCN2A developmental and epileptic encephalopathy into a smaller, single-arm, baseline-controlled study focused on seizure reduction over 24 weeks plus an open-label extension. This shift, alongside prior orphan and rare pediatric designations, underscores elsunersen’s potential as a disease-modifying therapy in an ultra-rare, genetically...

In the past week, Enerpac Tool Group Corp. reported Q1 2026 results showing sales of US$144.21 million and net income of US$19.13 million, slightly below the prior year, alongside basic and diluted EPS of US$0.36 from continuing operations. Alongside modestly lower earnings, Enerpac completed a multi-year share repurchase of 9,359,151 shares for US$253.93 million, while highlighting 4% organic product growth and heavy lifting strength, underlining a focus on capital returns and higher-value...

Earlier in 2025, ADMA Biologics raised its 2025 revenue outlook to US$510 million, up from prior guidance of more than US$500 million, while modestly revising adjusted net income expectations to reflect a higher effective tax rate. This updated guidance highlights management’s confidence in the performance of BIVIGAM and Nabi-HB and offers investors clearer visibility into the company’s near-term earnings profile. Next, we’ll explore how this higher 2025 revenue guidance refines ADMA...

On December 11, 2025, NiSource Inc. entered into a Seventh Amended and Restated Revolving Credit Agreement, lifting its revolving credit facility by US$650 million to US$2.50 billion, extending the termination date to December 11, 2030, and expanding standby letter of credit capacity to US$175 million while revising several covenant thresholds. By enlarging and extending this core credit facility and removing ESG-linked rate adjustments, NiSource has materially increased its financial...

Upstream Bio (UPB) just earned a spot in the NASDAQ Biotechnology Index, a visibility upgrade that can quietly reshape its investor base, trading volume, and how the market values its pipeline. See our latest analysis for Upstream Bio. That index inclusion lands on top of already strong momentum, with the share price at $30.43 and an 86.92% 3 month share price return that suggests investors are re-rating its risk and growth profile rather than just reacting to a one day move. If this kind of...

Despite an already strong run, Sphere Entertainment Co. ( NYSE:SPHR ) shares have been powering on, with a gain of 25...

Oscar Health (OSCR) is back in focus after fresh analysis flagged rising regulatory and competitive risks, especially in Georgia, where shifting enrollment patterns could pressure margins and reshape how investors think about the stock. See our latest analysis for Oscar Health. The latest regulatory jitters have landed just as Oscar’s 1 month share price return of 11.50 percent and year to date share price return of 10.92 percent signal a tentative recovery, while its 3 year total shareholder...

Recently, commentary on Alamo Group highlighted strong growth in its Industrial Equipment segment alongside further weakness in Vegetation Management, reflecting uneven demand across its end markets. This split performance underscores how reliance on healthier infrastructure-related spending contrasts with softer vegetation markets, raising questions about the balance of future earnings drivers. Next, we’ll explore how this ongoing Vegetation Management softness affects Alamo Group’s...

JetBlue has opened BlueHouse, its first airport lounge, at JFK Terminal 5 and continued expanding its Florida and East Coast network, including new routes to Vero Beach and additional Northeast–Florida services, while also updating its corporate bylaws to modernize shareholder procedures and governance protections. The launch of BlueHouse as a perk for top-tier loyalty members and JetBlue Premier cardholders highlights a shift toward premium, higher-value customers that could influence how...