U.S. Personal Products Stock News

NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Meta’s US$100b AMD AI Deal And What It Means For Valuation

Meta Platforms (NasdaqGS:META) signs a multi-year AI hardware agreement with AMD worth over US$100b. The deal includes an option for Meta to take up to a 10% equity stake in AMD. The agreement expands Meta's AI chip sourcing beyond Nvidia and is structured as a chips for shares arrangement. Meta Platforms, the owner of Facebook, Instagram, WhatsApp and Reality Labs, is pushing further into large scale AI infrastructure with this AMD agreement. The deal sits at the intersection of two major...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

Is It Time To Reassess Texas Instruments (TXN) After Its Recent Share Price Rally?

If you are wondering whether Texas Instruments shares still offer value at recent prices, it helps to step back from the headlines and look at what the numbers are really saying. The stock last closed at US$213.35, with returns of 10.4% over the past 30 days, 20.2% year to date, and 10.1% over 1 year, set against a 7 day return of a 5.5% decline. Recent coverage has focused on Texas Instruments as a key analog and embedded semiconductor supplier, with attention on how its positioning in...
NYSE:FERG
NYSE:FERGTrade Distributors

Ferguson (FERG) Margin Improvement Challenges Cautious Narratives On Earnings Durability

Ferguson (NYSE:FERG) has just put fresh numbers on the board, with Q4 FY 2025 revenue of US$8.5b and basic EPS of US$3.55, supported by trailing 12 month EPS of US$10.18 on revenue of US$31.3b. The company has seen revenue move from US$7.2b and EPS of US$1.78 in Q4 FY 2024 to US$8.5b and EPS of US$3.55 in Q4 FY 2025, while trailing net income over the last year sits at US$2.0b. With net profit margins running at 6.4% over the trailing period, investors are likely to focus on how durable this...
NasdaqGS:FWRG
NasdaqGS:FWRGHospitality

First Watch Restaurant Group (FWRG) Margins Stay Thin Despite Strong FY 2025 Same Restaurant Sales Growth

First Watch Restaurant Group (FWRG) just capped FY 2025 with fourth quarter revenue of US$316.4 million and basic EPS of US$0.25, supported by trailing 12 month revenue of about US$1.2 billion and EPS of US$0.32 that reflect its recent earnings run rate. Over the past year, the company has seen quarterly revenue move from US$263.3 million in Q4 2024 to US$316.4 million in Q4 2025. Over those same quarters, basic EPS shifted from roughly US$0.01 to US$0.25, giving investors a clear view of how...
NYSE:DEA
NYSE:DEAOffice REITs

Easterly Government Properties (DEA) FFO Growth Challenges Bearish Earnings Narratives

Easterly Government Properties (DEA) has wrapped up FY 2025 with Q4 total revenue of US$88.6 million, basic EPS of US$0.10 and funds from operations of US$36.4 million, giving investors a fresh read on cash generation from its government focused portfolio. The company has seen quarterly revenue move from US$79.9 million in Q4 2024 to US$88.6 million in Q4 2025, while basic EPS shifted from US$0.13 to US$0.10 over the same period. Trailing twelve month revenue sits at US$342.9 million with...
NYSE:CCI
NYSE:CCISpecialized REITs

Crown Castle (CCI) FFO Stability Tests Bullish Tower Growth Narrative After Q4 2025 Results

Crown Castle (CCI) just posted its FY 2025 fourth quarter numbers, with total revenue of US$1,071 million and basic EPS of US$0.64, while funds from operations came in at US$442 million, which is key for a REIT. The company has seen quarterly revenue move from US$1,119 million in Q4 2024 to US$1,071 million in Q4 2025, with basic EPS shifting from US$0.71 to US$0.64 over the same period. This gives investors a clearer view of how headline earnings and cash generation are tracking into year...
NasdaqGM:SHLS
NasdaqGM:SHLSElectrical

Shoals Technologies Group (SHLS) Earnings Growth And 7.1% Margin Test Bullish Narratives

Shoals Technologies Group (SHLS) has wrapped up FY 2025 with fourth quarter revenue of US$148.3 million and basic EPS of US$0.05. The company reported trailing twelve month revenue of US$475.3 million and basic EPS of US$0.20, reflecting a 39.2% rise in earnings over the prior year. Quarterly revenue increased from US$106.99 million in Q4 2024 to US$148.3 million in Q4 2025, while quarterly basic EPS held steady at US$0.05 over the same period. This sets the context for a trailing net margin...
NYSE:CE
NYSE:CEChemicals

Is It Time To Reassess Celanese (CE) After Its Volatile Share Price Performance?

If you are wondering whether Celanese shares still offer value or if the opportunity has passed, it helps to step back and look at what the current price really implies about the business. The stock has had a mixed run, with a 4.8% decline over the last 7 days, an 11.7% gain over 30 days, a 25.9% return year to date, a 2.2% decline over 1 year, and much larger falls of 52.4% and 59.6% across 3 and 5 years respectively. These swings hint that investors have been rethinking both risk and...
NYSE:RHP
NYSE:RHPHotel and Resort REITs

Ryman Hospitality Properties (RHP) Q4 FFO Resilience Tests Bearish Margin And Debt Narratives

Ryman Hospitality Properties (RHP) has wrapped up FY 2025 with Q4 total revenue of US$727.8 million, basic EPS of US$1.17 and net income of US$73.8 million, supported by Funds From Operations of US$145.4 million and FFO per share of US$2.29. Over recent quarters, the company has reported revenue in a range from US$587.3 million to US$727.8 million, while basic EPS has moved between US$0.55 and US$1.17. Quarterly FFO has run between US$105.1 million and US$145.4 million, giving investors a...
NasdaqGM:VERX
NasdaqGM:VERXSoftware

Vertex (VERX) Valuation Check After Profitable Year And Fresh 2026 Growth Guidance

Vertex (VERX) has released its fourth quarter and full year 2025 results, reporting higher quarterly revenue compared with the prior year and a shift from a full year net loss to net income, along with new 2026 revenue guidance. See our latest analysis for Vertex. The earnings release and 2026 revenue guidance arrive after a volatile period for Vertex. A 1-day share price return of 10.22% and 7-day share price return of 7.46% contrast with a 30-day share price return decline of 32.69% and a...
NYSE:PLNT
NYSE:PLNTHospitality

Planet Fitness (PLNT) Earnings Beat Margins Narrative With 27.4% Trailing EPS Growth

Planet Fitness (PLNT) has just wrapped up FY 2025 with fourth quarter revenue of US$376.3 million and basic EPS of US$0.73, alongside net income excluding extra items of US$60.4 million, putting a clean set of headline numbers in front of investors. The company has seen quarterly revenue move from US$320.97 million and EPS of US$0.56 in Q4 2024 to US$376.3 million and EPS of US$0.73 in Q4 2025. This frames a year where trailing twelve month revenue reached about US$1.3 billion and EPS came in...
NasdaqGS:CME
NasdaqGS:CMECapital Markets

CME Expands 24/7 Crypto And New Futures As Valuation Runs Hot

CME Group plans to launch 24/7 trading for its cryptocurrency futures and options, aligning with the always-on nature of spot crypto markets. The company is also preparing new single stock futures and rare earths futures contracts, expanding its product set across equities and commodities. These moves position CME Group, NasdaqGS:CME, to cater to growing institutional interest in continuous crypto access and specialized derivatives. CME Group, trading at around $319.03, has seen returns of...
NasdaqGS:APLD
NasdaqGS:APLDIT

Assessing Applied Digital’s Valuation After Nvidia Exits Its APLD Stake

Why Nvidia’s Exit Matters for Applied Digital Nvidia’s decision to sell its entire position in Applied Digital (APLD) pushed many investors to reassess the stock’s risk profile, even as the company reports strong high performance computing and AI data center momentum. See our latest analysis for Applied Digital. Applied Digital’s share price has pulled back recently, with a 7 day share price return of negative 8.64% and a 30 day share price return of negative 18.65%, even though the 90 day...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

A Look At Marvell Technology (MRVL) Valuation After PCIe 8.0 SerDes AI Data Center Reveal

Marvell Technology (MRVL) is back in focus after using DesignCon 2026 to showcase PCIe 8.0 SerDes running at 256 GT/s. The demonstration targets future AI data center bandwidth needs and raises fresh questions about how its stock reflects this roadmap. See our latest analysis for Marvell Technology. That DesignCon showcase comes after a mixed run in the stock, with the latest share price at $78.39 and a 90 day share price return of a 10.64% decline. The 3 year total shareholder return of...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Datadog (DDOG) Is Down 14.8% After AI Investor Day Optimism Meets Tariff-Driven Software Sell-Off

In mid-February 2026, Datadog held an Investor Day where management detailed its AI roadmap, autonomous observability strategy, platform evolution, and reaffirmed financial targets, prompting multiple analysts to reiterate positive views on the company’s growth opportunities. A few days later, Datadog was caught in a wider software sell-off after the White House announced plans to lift global tariffs to 15%, amplifying investor concerns about how rapid AI adoption and shifting trade...
NasdaqGS:BOOM
NasdaqGS:BOOMEnergy Services

DMC Global (BOOM) Q4 Loss Deepens Bearish Narrative On Profitability Turnaround

DMC Global (BOOM) has wrapped up FY 2025 with Q4 revenue of US$143.5 million and a basic EPS loss of US$0.59, alongside trailing twelve month revenue of US$609.8 million and a basic EPS loss of US$0.90 that keeps profitability out of reach for now. Over recent quarters, the company has seen revenue move from US$152.4 million in Q4 2024 to US$159.3 million in Q1 2025 and then into the mid US$150 million range. Quarterly EPS has swung between a small profit of US$0.04 and losses of up to...
NYSE:NBR
NYSE:NBREnergy Services

Why Nabors Industries (NBR) Is Up 8.1% After Swing to Profit and 20-Year Low Net Debt

Nabors Industries Ltd. reported its fourth-quarter and full-year 2025 results in February 2026, showing higher sales of US$805.13 million for the quarter and moving from a net loss a year earlier to net income of US$10.35 million, while also completing a multi-year repurchase of 14,012,000 shares for US$121.27 million. An interesting angle for investors is that Nabors reduced its net debt to the lowest level since 2005, signaling a materially cleaner balance sheet alongside its earnings...
NYSE:PCG
NYSE:PCGElectric Utilities

PG&E (PCG) Valuation Check After Strong Recent Share Price And Earnings Performance

PG&E stock in focus after recent performance PG&E (PCG) has drawn fresh attention after a strong run over the past month, with the share price moving alongside a year to date total return in the mid teens. For investors tracking the name, that recent strength sits against a reported US$24.9b in revenue and US$2.6b in net income, with both figures reported as higher on an annual basis in the latest available data. See our latest analysis for PG&E. PG&E's recent move to US$18.66 comes after a...
NYSE:IIPR
NYSE:IIPRIndustrial REITs

IIPR (IIPR) Dividend Coverage Concerns Reinforce Bearish Income Narratives After FY 2025 Results

Innovative Industrial Properties (IIPR) closed FY 2025 with Q4 revenue of US$66.7 million and basic EPS of US$1.10, providing a clear snapshot of its latest earnings run rate. The company’s quarterly revenue moved from US$76.7 million in Q4 2024 to US$66.7 million in Q4 2025, while basic EPS shifted from US$1.38 to US$1.10 over the same period, giving investors a clearer view of how the top and bottom lines are tracking into the new year. With those headline figures reported, attention now...
NasdaqGM:KOD
NasdaqGM:KODBiotechs

Why Kodiak Sciences (KOD) Is Up 23.5% After Baker Bros. Boosts Stake Amid Phase 3 Progress

During the fourth quarter of 2025, Baker Bros. Advisors increased its Kodiak Sciences stake by 2,608,696 shares, an estimated US$53.42 million investment, while the company’s lead retinal drug candidates tarcocimab and KSI-501 continued Phase 3 trials targeting the anti-VEGF market. This combination of heightened institutional interest and late-stage clinical progress positions Kodiak Sciences at a pivotal moment in its attempt to compete in a roughly US$15 billion retinal therapy...
NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

Is It Too Late To Consider AST SpaceMobile (ASTS) After Its 3-Year Surge?

If you are trying to figure out whether AST SpaceMobile's current share price lines up with its underlying worth, you are not alone, as this stock has caught a lot of attention from investors asking the same question. The share price recently closed at US$85.82, with returns of 3.4% over 7 days, a 24.4% decline over 30 days, 2.8% year to date and 227.9% over the past year, plus a very large 3 year return and a more than 5x return over 5 years. These figures hint at big shifts in how the...
NasdaqGS:VNOM
NasdaqGS:VNOMOil and Gas

Viper Energy (VNOM) TTM Loss Despite 34.721 MMboe Output Challenges Bullish Profitability Narratives

Viper Energy (VNOM) closed out FY 2025 with Q4 revenue of US$434 million and a basic EPS loss of US$0.61, while trailing twelve month revenue came in at US$1.4 billion alongside a TTM basic EPS loss of US$0.48. Over the past few reporting periods, revenue has moved from US$210 million in Q3 2024 to US$217.3 million in Q4 2024 and then to US$232 million, US$283 million, US$399 million, and US$434 million across the four quarters of 2025. EPS shifted from US$2.04 in Q4 2024 to a mix of profits...
NYSE:CLVT
NYSE:CLVTProfessional Services

Clarivate (CLVT) Turns Q4 Profit As Loss Reduction Narrative Faces Fresh Scrutiny

Clarivate (CLVT) has rounded out FY 2025 with Q4 revenue of US$617 million and basic EPS of US$0.00, translating into net income of US$3.1 million. Over the past six quarters, the company has seen quarterly revenue move between US$593.7 million and US$663 million while basic EPS ranged from a loss of US$0.27 to the Q4 FY 2025 level, as net income swung between a loss of US$191.8 million and a small profit. For investors, the key question now is whether this earnings profile can support...
NYSE:HRB
NYSE:HRBConsumer Services

A Look At H&R Block (HRB) Valuation After Recent Share Price Momentum Shifts

Stock performance snapshot H&R Block (HRB) has drawn attention after a recent stretch of weaker share performance, with the stock showing negative returns over the past month, past 3 months, year to date, and the past year. Against that backdrop, investors are weighing the company’s reported US$3,790.531 million in revenue, US$613.561 million in net income, and a value score of 5, alongside its current share price of US$29.94. See our latest analysis for H&R Block. For context, H&R Block’s...