U.S. Personal Products Stock News

NYSE:TMO
NYSE:TMOLife Sciences

Is Thermo Fisher’s Datavant Deal and Clario Financing Altering The Investment Case For TMO?

Earlier in February 2026, Thermo Fisher Scientific’s PPD clinical research business announced a data collaboration with Datavant and completed a US$3.80 billions multi‑tranche senior notes offering, largely to help fund its pending acquisition of Clario Holdings. This combination of enhanced real‑world data capabilities and fresh long-term financing underscores how Thermo Fisher is reinforcing its position across clinical research and evidence generation. Next, we’ll examine how integrating...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

Applied Materials (AMAT) Is Up 8.7% After Strong Q1 Results And Major AI-Focused Expansion Moves

Applied Materials, Inc. recently reported fiscal Q1 2026 results showing sales of US$7,012 million and net income of US$2,026 million, while also settling a US$252.5 million export-control matter with the U.S. Department of Commerce and receiving no-action closures from the Department of Justice and SEC. At the same time, the company is leaning into the AI infrastructure buildout with new 2nm-and-beyond chipmaking tools, a US$5.00 billion EPIC R&D center joined by Samsung, and guidance for...
NYSE:CRH
NYSE:CRHBasic Materials

How Earnings Beat, Higher Dividend And New Buyback Will Impact CRH (CRH) Investors

CRH plc has reported its fourth-quarter and full-year 2025 results, with revenue of US$9,416 million and net income of US$1,025 million in Q4, alongside a 5% increase in the quarterly dividend to US$0.39 per ordinary share and the completion of a large share buyback phase totaling 77,073,466 shares since 2023. Alongside filing its 2025 Annual Report, CRH issued 2026 guidance for net income of US$3.90 billion to US$4.10 billion and diluted EPS of US$5.60 to US$6.05, while launching a new...
NasdaqGS:HOOD
NasdaqGS:HOODCapital Markets

Reassessing Robinhood (HOOD) After Sharp Pullback And Elevated P/E Valuation

If you are trying to figure out whether Robinhood Markets' current share price lines up with its underlying worth, you are in the right place. The stock recently closed at US$75.21, with a 3.5% decline over the last 7 days, a 30.8% decline over 30 days, a 34.7% decline year to date, a 27.0% return over 1 year and a very large positive return over 3 years. Recent headlines around Robinhood have focused on its role in retail trading, regulatory attention on trading platforms and the continued...
NYSE:NCLH
NYSE:NCLHHospitality

Elliott Pressure On Norwegian Cruise Line Raises Questions On Value And Governance

Elliott Investment Management has taken a significant stake in Norwegian Cruise Line Holdings and is pushing for wide ranging leadership and board changes. The activist campaign follows the abrupt appointment of John W. Chidsey as CEO, with Elliott criticizing recent executive decisions and overall governance. Elliott has indicated it is prepared to take its case directly to shareholders if the board does not respond with substantial reforms. For investors watching NYSE:NCLH, the timing of...
NasdaqGS:MBLY
NasdaqGS:MBLYAuto Components

Assessing Mobileye Global (MBLY) Valuation After Recent Share Price Weakness And ADAS Growth Uncertainty

Recent performance snapshot Mobileye Global (MBLY) has drawn fresh attention after a stretch of weak share performance, with the stock down over the past week, month, past 3 months, year, and year to date. At a recent closing price of $9.10, investors are weighing that share performance against the company’s reported annual revenue of $1.894b and a net loss of $392.0m from its advanced driver assistance and autonomous driving business. See our latest analysis for Mobileye Global. The recent...
NYSE:MSI
NYSE:MSICommunications

A Look At Motorola Solutions (MSI) Valuation After Strong Q4 Earnings And AI Product Momentum

Motorola Solutions (MSI) is back in focus after its fourth quarter 2025 report and outlook triggered a sharp stock move, with investors reacting to double digit revenue growth and earnings that surpassed market expectations. See our latest analysis for Motorola Solutions. The 7.7% jump in the share price immediately after the Q4 release, followed by a recent 7 day share price return of 7.24% and 30 day return of 12.73%, suggests building momentum on top of a 3 year total shareholder return of...
NYSE:AXP
NYSE:AXPConsumer Finance

American Express Expands Basketball Ties As Investors Weigh Valuation And Risks

American Express renewed and expanded its multiyear partnership with the NBA, WNBA, NBA G League, and USA Basketball. The agreement deepens its investment in basketball and adds new exclusive membership benefits and fan experiences for cardholders. The move further aligns NYSE:AXP with avid sports audiences and experience focused spending. For investors watching NYSE:AXP, this update sits against a share price of $346.24 and a 1 year return of 12.9%. Over 3 years, the stock has gained...
NYSE:TAP
NYSE:TAPBeverage

Is Molson Coors (TAP) Pricing Reflect Its Mixed Returns And Cash Flow Outlook

If you are looking at Molson Coors Beverage and wondering whether the current share price lines up with its underlying worth, you are in the right place. The stock closed at US$50.82, with a 7 day return of a 4.6% decline, a 30 day return of 3.8%, a year to date return of 7.2%, a 1 year return of a 12.4% decline, a 3 year return of 5.5% and a 5 year return of 24.2%. Taken together, these figures give a mixed picture of how the market has priced it over different time frames. Recent coverage...
NYSE:TDY
NYSE:TDYElectronic

Will Teledyne's Space-Grade Edge Computing Push with Aitech and QLS1046-Space SoC Change TDY's Narrative

Aitech recently announced that it is continuing its collaboration with Teledyne e2v Semiconductors by integrating Teledyne’s radiation-tolerant QLS1046-Space SoC into its SP1 3U SpaceVPX single-board computer for use in LEO, GEO, lunar, and deep space missions. This deepening role in space-grade edge computing and AI-enabled onboard decision-making highlights Teledyne’s increasing importance in next-generation satellite and spacecraft architectures. We’ll now examine how Teledyne’s expanding...
NYSE:COHR
NYSE:COHRElectronic

Coherent’s OFC 2026 Briefing Tests Photonics Roadmap Against Rich Valuation

Coherent (NYSE:COHR) executives plan to participate in high profile sessions at OFC 2026, a major optical networking conference. The company will host a Technology Innovation Briefing focused on photonics, optical networking, and its technology roadmap. Senior leaders including the CEO and CTO are expected to outline key themes around future products and platforms. For you as an investor, OFC 2026 is a useful window into how Coherent positions its photonics and optical networking portfolio...
NasdaqGM:WRD
NasdaqGM:WRDAuto Components

WeRide And Uber Test Robotaxi Economics With Abu Dhabi Expansion

WeRide (NasdaqGM:WRD) and Uber are expanding their commercial Robotaxi service into downtown Abu Dhabi. The rollout connects major tourism and business districts and is part of a plan to deploy 1,200 autonomous vehicles across the Middle East by 2027. For you as an investor, this development puts WeRide directly into the conversation around real-world, commercial autonomous driving at scale, not just pilots or tests. The expansion with Uber into Abu Dhabi’s busy core highlights how...
NYSE:KD
NYSE:KDIT

A Look At Kyndryl Holdings (KD) Valuation After Filing Delays Are Resolved And Controls Plan Outlined

Kyndryl Holdings (KD) has been back in focus after submitting its delayed quarterly and annual filings. The company outlined a remediation plan for internal controls and confirmed that no corrections to previously filed 2025 quarterly results are required. See our latest analysis for Kyndryl Holdings. The filings news comes after a sharp reset in expectations, with a 30 day share price return of 48.0% and a year to date share price return of 48.5%, alongside a 1 year total shareholder return...
NasdaqGS:POWI
NasdaqGS:POWISemiconductor

A Look At Power Integrations (POWI) Valuation After Mixed Results Cost Cuts And Leadership Changes

Power Integrations (POWI) has been in focus after a cluster of updates, including mixed quarterly results, new revenue guidance, a 7% workforce reduction, a board reshuffle and an upcoming dividend payment. See our latest analysis for Power Integrations. Those mixed earnings, new revenue guidance, workforce reduction and board changes come after a sharp 48.54% 90 day share price return and a 23.14% year to date share price return, set against a 27.44% 1 year total shareholder return decline...
NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Assessing Netflix (NFLX) Valuation After Recent Multi‑Period Share Price Declines

Context around recent Netflix performance Without a specific news catalyst, Netflix (NFLX) is drawing attention after a recent share price slide, with the stock showing negative returns over the past month, the past 3 months, year to date, and over the past year. See our latest analysis for Netflix. At a share price of US$77.99, Netflix’s recent 30 day share price return of 11.38% decline and 90 day share price return of 26.19% decline contrast with a 3 year total shareholder return of...
NasdaqGS:AMRX
NasdaqGS:AMRXPharmaceuticals

Does S&P SmallCap 600 Entry And Parkinson’s Deal Reshape The Bull Case For Amneal Pharmaceuticals (AMRX)?

Amneal Pharmaceuticals, Inc. announced that it has been added to the S&P SmallCap 600 Index and, in a separate move, entered into a research collaboration and option agreement with KeifeRx to develop KFRX06, a preclinical candidate targeting the LRRK2 gene linked to Parkinson's disease. These developments could broaden Amneal’s investor base through index inclusion while expanding its neuroscience pipeline via early-stage Parkinson’s research. Next, we’ll explore how joining the S&P SmallCap...
NasdaqGS:AXTI
NasdaqGS:AXTISemiconductor

AXT Faces Ownership Shift As Revenue Recovers Under Export Restrictions

Pacific Ridge Capital Partners has fully exited its position in AXT (NasdaqGS:AXTI), removing a major institutional shareholder from the register. The divestment comes shortly after AXT reported a revenue turnaround at a time when the company is facing headwinds from China related export restrictions. This shift in ownership occurs as AXT continues to operate under heightened policy and trade scrutiny that directly affects parts of its business. AXT, which supplies compound semiconductor...
NYSE:AM
NYSE:AMOil and Gas

A Look At Antero Midstream (AM) Valuation After Strong Q4 2025 Beat And Optimistic 2026 Outlook

Why Antero Midstream (AM) is back in focus Antero Midstream (AM) is drawing attention after reporting Q4 2025 results that topped forecasts, with adjusted net income, EBITDA and free cash flow after dividends all higher, alongside 2026 guidance calling for double digit net income growth. See our latest analysis for Antero Midstream. Those Q4 2025 results, the 2026 net income guidance of US$485 million to US$535 million, and recent buybacks land against a strong run, with a 14.65% 1 month...
NYSE:GLW
NYSE:GLWElectronic

Corning (GLW) Valuation Check As AI Optical Growth And Meta Deal Fuel Strong Share Price Momentum

Corning (GLW) is back in focus after its Optical Communications sales rose 35% in 2025, supported by enterprise spending tied to Generative AI and carrier demand for data center connectivity. See our latest analysis for Corning. The stock has been on a strong run, with a 40.14% 1 month share price return and 69.18% 3 month share price return, alongside a very large 1 year total shareholder return of 155.40%. This suggests momentum has been building around Corning's data center and AI related...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Microsoft’s US$50b AI Push Reshapes Global South And Valuation Story

Microsoft (NasdaqGS:MSFT) has announced a $50b AI investment initiative focused on building infrastructure across the Global South. The plan was outlined at an AI summit in New Delhi and targets AI data centers, connectivity, and local ecosystem support in developing regions. In parallel, Microsoft is shifting toward AI self-sufficiency by developing its own models and chips and expanding intellectual property rights in its reworked OpenAI partnership. Microsoft, trading at around $399.6...
NYSE:CF
NYSE:CFChemicals

A Look At CF Industries (CF) Valuation After Its Stronger Than Expected Q4 Earnings And Revenue Results

Why CF Industries Holdings (CF) just caught the market’s attention CF Industries Holdings (CF) reported fourth quarter and full year 2025 results with higher sales and net income versus the prior year, along with adjusted earnings that topped analyst expectations despite a US$76 million asset impairment. See our latest analysis for CF Industries Holdings. The earnings beat and higher reported sales and net income sit alongside a strong 90 day share price return of 23.18% and a 1 year total...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Regeneron Pharmaceuticals (REGN) Valuation Check After New Allergy Pipeline Results And AAAAI 2026 Abstracts

Regeneron Pharmaceuticals (REGN) recently highlighted 36 abstracts from its immunology and inflammation pipeline for the 2026 AAAAI meeting, including Phase 3 data on allergen specific antibody cocktails for cat and birch allergy related eye symptoms. See our latest analysis for Regeneron Pharmaceuticals. Against this backdrop, Regeneron’s recent AAAAI abstracts come as the share price sits at US$792.16, with a 30 day share price return of 8.06% and a 1 year total shareholder return of...
NYSE:CSTM
NYSE:CSTMMetals and Mining

Constellium (CSTM) Margin Compression To 1.4% Tests Bullish Profitability Narratives

Constellium FY 2025 Results: Revenue Steady, Earnings Volatile Constellium (CSTM) just posted another quarter of mixed numbers, with Q3 2025 revenue at US$2.2b, basic EPS of US$0.63 and net income of US$88m. The latest trailing twelve month figures show revenue of about US$8.0b and EPS of US$0.80 alongside a net margin of 1.4% compared to 1.8% the prior year. Over recent quarters, the company has seen revenue move from US$1.8b in Q3 2024 to US$2.2b in Q3 2025. Quarterly EPS has swung from a...
NYSE:WSO
NYSE:WSOTrade Distributors

Is It Time To Reassess Watsco (WSO) After Its Recent Share Price Rebound

If you are wondering whether Watsco's current share price reflects its true worth, this article walks through the key numbers that matter for valuation. Watsco shares last closed at US$419.32, with returns of 9.9% over the past 30 days, a 20.7% gain year to date, but a 15.7% decline over the past year and gains of 48.5% and 94.7% over the last 3 and 5 years respectively. Recent attention on Watsco has been driven by ongoing coverage of the business and its position in the capital goods...