U.S. Packaging Stock News

NasdaqGS:CRUS
NasdaqGS:CRUSSemiconductor

Should Cirrus Logic’s Upgraded Outlook and Buybacks Amid Insider Selling Require Action From Cirrus Logic (CRUS) Investors?

Cirrus Logic recently reported third-quarter 2025 results showing sales of US$580.62 million and net income of US$140.31 million, alongside full-year earnings estimate upgrades and new fourth-quarter 2026 revenue guidance of US$410 million to US$470 million. The company also completed a share repurchase of 1,393,816 shares for US$155.97 million, while insider selling over the past year raises questions about how executives are responding to this improved earnings backdrop. With Cirrus Logic...
NYSE:AL
NYSE:ALTrade Distributors

Assessing Air Lease (AL) Valuation As Recent Returns Meet Conflicting Fair Value Estimates

What Air Lease’s recent performance data tells you Air Lease (AL) has been drawing fresh attention after a solid run, with total return over the past year at 32.93% and about 59.31% over the past 3 years. This has prompted investors to reassess expectations. See our latest analysis for Air Lease. With the share price at US$64.73 and relatively modest short term share price moves, the focus for many investors is the stronger 1 year and 3 year total shareholder returns. These returns suggest...
NYSE:OVV
NYSE:OVVOil and Gas

A Look At Ovintiv (OVV) Valuation After Scotiabank Rating Change On The S&P/TSX Index

A recent Scotiabank rating change for Ovintiv (OVV) on the S&P/TSX index has put fresh attention on how the stock is grouped, compared, and discussed alongside other Canadian energy producers. See our latest analysis for Ovintiv. Ovintiv's latest share price of US$46.93 comes after a 1 month share price return of 16.28% and a 3 month share price return of 19.87%. The 5 year total shareholder return of 147.49% contrasts with a more modest 9.57% total shareholder return over the past year,...
NYSE:MUR
NYSE:MUROil and Gas

What Murphy Oil (MUR)'s 2026 Output Caution Amid Q4 Outperformance Means For Shareholders

In early 2026, Murphy Oil reported Q4 2025 results showing production ahead of guidance, lower capital spending, and mixed but overall positive exploration outcomes, including new oil discoveries in the Gulf of America and encouraging appraisal at Hai Su Vang in the Golden Sea Lion field. At the same time, analysts responded unevenly to Murphy Oil’s softer 2026 production outlook versus its recent operational gains, underscoring a growing divide between cautious forward guidance and current...
NasdaqGS:LECO
NasdaqGS:LECOMachinery

Assessing Lincoln Electric (LECO) Valuation After Strong Recent Share Price Momentum

Why Lincoln Electric Holdings (LECO) is on investors’ radar today Lincoln Electric Holdings (LECO) has drawn fresh attention after recent share price moves, with the stock closing at $293.68 and showing double digit total returns over the past year and past 3 months. For investors tracking industrial names, the company’s mix of welding, cutting, brazing products and automated solutions, alongside its reported revenue of $4.23b and net income of $520.53m, offers several angles to assess...
NasdaqGS:PEBO
NasdaqGS:PEBOBanks

Is It Time To Reassess Peoples Bancorp (PEBO) After Recent Share Price Swings

Investors may be wondering if Peoples Bancorp at around US$33.56 is offering fair value today, or if the current price is leaving some potential upside on the table. The stock has had a mixed run lately, with a 1.8% decline over the last 7 days, an 8.8% gain over 30 days, 11.3% year to date, and 8.6% over the past year, while the 3 year and 5 year returns sit at 28.1% and 39.4% respectively. Recent attention on Peoples Bancorp has centered on ongoing corporate developments and sector wide...
NYSE:XIFR
NYSE:XIFRRenewable Energy

XPLR Infrastructure (XIFR) Is Up 7.1% After Soft Q4 And Amended Credit Line - Has The Reinvestment Case Changed?

In the past week, XPLR Infrastructure, LP reported fourth-quarter 2025 results showing sales of US$249 million, net income of US$29 million, and earnings of US$0.30 per unit, compared with higher sales and a loss a year earlier. Despite a full-year loss of US$28 million on largely steady annual sales, the partnership highlighted strong cash generation, US$1.88 billion of adjusted EBITDA, and an amended revolving credit facility that reduces committed size while extending maturity to...
NYSE:STNG
NYSE:STNGOil and Gas

Assessing Scorpio Tankers (STNG) Valuation After Strong Recent Share Price Momentum

Why Scorpio Tankers Is On Investor Radars Scorpio Tankers (STNG) has drawn fresh attention after recent share price gains, with the stock up 4.0% over the past week and about 19% over the past month. See our latest analysis for Scorpio Tankers. At a share price of $70.51, Scorpio Tankers has built strong momentum recently, with a 30 day share price return of 18.92% sitting alongside a 1 year total shareholder return of 65.61%. This performance suggests investors are reassessing both growth...
NasdaqGS:LITE
NasdaqGS:LITECommunications

Did AI-Driven Backlog And 2027 Optics Order Just Shift Lumentum Holdings' (LITE) Investment Narrative?

Lumentum Holdings Inc. recently reported fiscal second-quarter 2026 results showing sales of US$665.5 million and net income of US$78.2 million, and issued third-quarter guidance calling for net revenue between US$780 million and US$830 million. The company highlighted strong AI data center demand, a backlog of more than US$400 million in optical circuit switches, and a multi-hundred-million-dollar co-packaged optics order expected for the first half of 2027, underscoring its role in...
NasdaqGS:ACGL
NasdaqGS:ACGLInsurance

Is It Too Late To Consider Arch Capital Group (ACGL) After A 195% Five Year Run?

If you are wondering whether Arch Capital Group is still reasonably priced after a strong multi year run, you are not alone. This article will help you unpack what the current share price might be implying. The stock last closed at US$98.38, with returns of 7.8% over 30 days, 4.8% year to date, 11.5% over 1 year, 52.6% over 3 years and 194.8% over 5 years. These figures naturally raise questions about how much value is already reflected in the price. Recent coverage has largely focused on...
NYSE:OII
NYSE:OIIEnergy Services

Is It Too Late To Consider Oceaneering International (OII) After Its Strong Multi‑Year Run?

If you are wondering whether Oceaneering International is still fairly priced after its recent run, you are not alone. This article breaks down what you are actually paying for today. The stock last closed at US$33.15, with recent returns of 3.0% over 7 days, 22.5% over 30 days, 33.4% year to date, 30.1% over 1 year, 66.2% over 3 years and 233.2% over 5 years. This naturally raises questions about current value and risk. Recent coverage has focused on Oceaneering International as a key...
NYSE:BAP
NYSE:BAPBanks

Credicorp (NYSE:BAP) Net Profit Margin At 31.6% Tests Bullish Earnings Narrative

Credicorp FY 2025 earnings snapshot Credicorp (NYSE:BAP) has just posted another set of hefty numbers for FY 2025, with Q3 2025 revenue at S/5.3b and basic EPS of S/21.89, while trailing twelve month EPS sits at S/81.43. The group has seen revenue move from S/18.2b and EPS of S/69.24 on a trailing basis in Q4 2024 to S/20.4b and S/81.43 by Q3 2025, which puts the focus on how efficiently those earnings are being generated through its margins. See our full analysis for Credicorp. With the...
NYSE:AVY
NYSE:AVYPackaging

Avery Dennison Results Put Intelligent Labels And Margins In Sharper Focus

Avery Dennison reported fourth quarter results that highlighted resilience in margins and growth in high value categories. The Intelligent Labels segment showed solid momentum, supported by broader use cases and new customer adoption. Management pointed to continued opportunities in Intelligent Labels and reaffirmed its focus on higher value product lines. For investors watching NYSE:AVY, the latest quarter puts more attention on how the business mix is evolving rather than just the top...
NYSE:GPC
NYSE:GPCRetail Distributors

A Look At Genuine Parts (GPC) Valuation After Recent Performance Shift

Genuine Parts stock snapshot after recent performance shift Genuine Parts (GPC) has drawn fresh attention after a recent performance shift, with shares closing at US$147.16 and showing mixed moves over the past week, month and past 3 months. See our latest analysis for Genuine Parts. While the latest 1 day share price return was slightly negative, Genuine Parts still carries a 30 day share price return of 9.99% and an 18.68% year to date share price return, alongside a 1 year total...
NYSE:MS
NYSE:MSCapital Markets

Do Morgan Stanley’s (MS) Preferred Dividends and CEO Pay Mix Clarify Its Capital Allocation Priorities?

Morgan Stanley recently declared regular dividends on multiple preferred stock series, including Series M, N, A, C, E, F, I, K, L, O, P and Q, with payments scheduled for March 16 and April 15, 2026, to holders of record as of late February and March. Alongside these payouts, the bank’s record 2025 performance and US$45,000,000 CEO pay package, heavily tied to equity, underscore management’s confidence and alignment with long-term shareholders. With CEO compensation linked to future equity...
NYSE:THC
NYSE:THCHealthcare

Tenet Healthcare (THC) Valuation Check After Earnings Beat Guidance Upgrade And Ongoing Buybacks

Tenet Healthcare (THC) has been in focus after fourth quarter 2025 results topped revenue and profit expectations, paired with 2026 guidance that points to higher adjusted EBITDA and continued share repurchases. See our latest analysis for Tenet Healthcare. The latest earnings beat, 2026 guidance and ongoing buybacks have arrived after a strong run, with a 19.8% 3 month share price return and a very large 5 year total shareholder return. This suggests momentum has been building rather than...
NasdaqGS:NBIS
NasdaqGS:NBISSoftware

Nebius Group (NBIS) Q4 Loss Of US$249.6 Million Tests Bullish Profitability Narrative

Nebius Group (NBIS) just wrapped up FY 2025 with Q4 total revenue of US$227.7 million and a basic EPS loss of US$0.99, alongside net income from continuing operations showing a loss of US$249.6 million. The company has seen quarterly revenue move from US$37.9 million in Q4 2024 to US$55.3 million in Q1 2025, US$105.1 million in Q2 and US$146.1 million in Q3, while EPS swung between a loss of US$0.57 in Q4 2024 and a gain of US$1.05 in Q2 2025 before returning to a loss in the latest quarter...
NasdaqGS:ALNY
NasdaqGS:ALNYBiotechs

Alnylam Pharmaceuticals (ALNY) Turns Profitable With Q4 EPS Of US$1.41 Challenging Bearish Narratives

Alnylam Pharmaceuticals (ALNY) books FY 2025 profit as quarterly revenue tops US$1 billion Alnylam Pharmaceuticals (ALNY) has capped FY 2025 with fourth quarter revenue of US$1,097.0 million and basic EPS of US$1.41, alongside net income of US$186.4 million that continues the company’s recent move into profitability. The company has seen revenue step up from US$593.2 million and basic EPS of US$0.65 loss in Q4 2024 to US$594.2 million with EPS of US$0.44 loss in Q1 2025, US$773.7 million with...
NYSE:FOUR
NYSE:FOURDiversified Financial

Shift4 Simplifies Share Structure As Governance Shifts And Valuation Holds

Shift4 Payments has consolidated its multi share class structure into a single Class A share class. The move eliminates super voting stock and controlled company status under NYSE rules. The changes also remove future payments under the company’s tax receivable agreement. For investors watching NYSE:FOUR, this cleanup of the capital structure comes after a challenging share price stretch. The stock closed at $55.01, with returns of a 7.2% decline over the past week, an 18.0% decline over...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

Is Vertex Pharmaceuticals (VRTX) Still Attractive After Strong Multi Year Share Price Gains

If you are wondering whether Vertex Pharmaceuticals at around US$491.47 is still a sensible entry or hold, the starting point is understanding what you are actually paying for today. The share price has moved 2.8% over the last 7 days, 9.3% over the last 30 days and 8.7% year to date, with a 7.1% return over 1 year, 67.4% over 3 years and 137.4% over 5 years. This naturally raises questions about how much future growth or risk is already reflected in the price. Recent coverage has focused on...
NYSE:AYI
NYSE:AYIElectrical

Acuity CFO Sale, Strong Quarter And Higher Dividend Reframe Valuation Story

Acuity Brands (NYSE:AYI) CFO executed a significant share sale, drawing attention to insider activity. The company reported strong fiscal first quarter results, highlighting recent operational performance. Acuity announced a 17% dividend increase, signaling an update to its capital return to shareholders. Acuity Brands, which focuses on lighting and building management solutions, operates at the intersection of construction activity, energy efficiency standards and building automation...
NasdaqGS:POOL
NasdaqGS:POOLRetail Distributors

Is Pool Corp (POOL) Pricing Aligning With Mixed Returns And DCF Versus P/E Signals?

If you are wondering whether Pool's current share price still reflects its underlying value, this article will walk you through what the numbers are saying about the stock today. Over shorter periods, Pool's return has been close to flat, with a 0.1% move over the last 7 days and 0.2% over the past month, while year to date it is up 15.7% and the 1 year result sits at a 21.5% decline. These mixed returns set the backdrop for assessing whether recent news and sentiment shifts have pushed the...
NasdaqGS:IRDM
NasdaqGS:IRDMTelecom

Is Iridium (IRDM) Recalibrating Its Growth Story With Flat 2026 Guidance Despite New Services?

In February 2026, Iridium Communications reported fourth-quarter 2025 results showing essentially flat quarterly revenue at US$212.94 million and lower net income of US$24.87 million, while full-year 2025 revenue rose to US$871.66 million and net income edged up to US$114.37 million. The company paired this with cautious 2026 guidance calling for flat to 2% total service revenue growth and Operational EBITDA of US$480 million to US$490 million, even as it highlighted new IoT, PNT, and NTN...
NYSE:PBF
NYSE:PBFOil and Gas

PBF Energy (PBF) Valuation Check After Q4 Profit Return And Martinez Refinery Restart Progress

PBF Energy (PBF) returned to profitability in the fourth quarter of 2025, helped by stronger refining margins, higher throughput, cost savings and insurance recoveries, while preparing to restart its Martinez refinery in early March. See our latest analysis for PBF Energy. The recent quarterly profit, dividend affirmation and progress at Martinez come against a backdrop of mixed trading, with a 21.07% year to date share price return, a 55.59% one year total shareholder return and a 180.90%...