U.S. Professional Services Stock News

NYSE:WRBY
NYSE:WRBYSpecialty Retail

What Warby Parker (WRBY)'s Insurance Expansion And Smart Eyewear Partnerships Mean For Shareholders

Warby Parker recently highlighted its resilience in a softer consumer backdrop, supported by a broader in-network insurance footprint that now includes Versant and helps capture demand as customers use their vision benefits, particularly in the seasonally important fourth quarter. At the same time, the company is positioning itself as an early mover in intelligent eyewear through partnerships with Google and Samsung, backed by substantial capital and product development support from these...
NYSE:STWD
NYSE:STWDMortgage REITs

A Look At Starwood Property Trust (STWD) Valuation After Leadership Move And Ongoing High Dividend Focus

The spotlight on Starwood Property Trust (STWD) has sharpened as investors weigh its high dividend yield against interest rate and real estate cycle risks, while Starwood Capital refreshes U.S. asset management leadership with John Gonnella’s appointment. See our latest analysis for Starwood Property Trust. Despite the latest leadership move at Starwood Capital, Starwood Property Trust’s share price has been relatively steady, with a 2.21% 1 day share price return and a 1.15% 90 day share...
NYSE:XPEV
NYSE:XPEVAuto

XPeng (XPEV) Valuation In Focus After January 2026 Deliveries Drop 34%

XPeng (XPEV) is back in focus after January 2026 deliveries fell 34% year over year to 20,011 vehicles, a shift that has sharpened attention on its near term growth and profitability path. See our latest analysis for XPeng. The weaker January deliveries have been accompanied by fading share price momentum, with XPeng’s 30 day share price return of 16.77% and 90 day share price return of 29.80% both in decline. Its 3 year total shareholder return of 70.43% still contrasts sharply with its 5...
NYSE:ANET
NYSE:ANETCommunications

Institutional Buyers Focus On Arista Networks And AI Data Center Growth

Several large investment managers, including Giverny Capital Asset Management and ClearBridge Large Cap Growth Strategy, have recently identified Arista Networks (NYSE:ANET) as a key holding. These firms have either expanded or initiated positions in Arista, pointing to growing institutional attention on the company. The interest centers on Arista's role in supplying networking equipment and software to hyperscale data centers that support AI workloads. The moves highlight how AI driven...
NYSE:DHR
NYSE:DHRLife Sciences

Is Danaher (DHR) Fairly Priced After Recent Share Price Weakness?

If you are wondering whether Danaher's current share price lines up with its underlying value, you are not alone. This article is designed to help you size that up with clear numbers. Over the past month, the stock has seen a 6.7% decline, with a 2.2% drop over the last week and a 4.7% decline year to date, while the 1 year return stands at 4.1% and the 5 year return at 6.6%. These moves sit against a backdrop of ongoing interest in Danaher as a large life sciences and diagnostics group,...
NasdaqGS:ARM
NasdaqGS:ARMSemiconductor

Arm Holdings (ARM) Valuation Check After Record Q3 Results And Softer Revenue Forecast

Arm Holdings (NasdaqGS:ARM) reported record third quarter earnings with 26% year on year revenue growth and sharply higher data center royalties, but a revenue forecast below market expectations cooled sentiment around the stock. See our latest analysis for Arm Holdings. The latest results and softer revenue outlook come after a volatile few months for Arm, with a 90 day share price return showing a 33.71% decline and a 1 year total shareholder return showing a 39.46% loss, suggesting recent...
NYSE:ACN
NYSE:ACNIT

Accenture (ACN) Valuation Check As UBS Flags Growing Generative AI Consulting Tailwinds

Accenture (ACN) is back in focus after UBS highlighted the company as a top beneficiary of rising generative AI spending, citing its cloud partnerships and role in large scale technology modernization projects. See our latest analysis for Accenture. At a share price of US$241.65, Accenture is coming off a tougher patch, with a 7 day share price return of 10.64% decline and year to date share price return of 7.04% decline. Its 1 year total shareholder return of 37.96% decline points to fading...
NasdaqGS:TWST
NasdaqGS:TWSTBiotechs

Twist Bioscience (TWST) Valuation After Q1 Beat And Raised 2026 Outlook

Twist Bioscience (TWST) shares have been in focus after the company paired better than expected Q1 revenue of US$103.7 million with a higher full year 2026 sales outlook and reiterated adjusted EBITDA breakeven ambitions. See our latest analysis for Twist Bioscience. The stronger Q1 update and raised 2026 sales outlook have arrived alongside a sharp shift in sentiment, with a 30 day share price return of 40.13% and a 90 day share price return of 57.10% at a last close of US$48.12. That short...
NYSE:GE
NYSE:GEAerospace & Defense

A Look At General Electric (GE) Valuation As It Expands Singapore Aerospace Engine Repair Hub

GE Aerospace (GE) is committing up to US$300 million to expand its engine repair hub in Singapore, using automation, digitization, and AI inspection to target faster turnaround times for Asia Pacific customers. See our latest analysis for General Electric. Alongside this Singapore expansion and recent appearances at the Singapore Airshow, General Electric shares at US$308.34 have seen mixed short term moves, with a 7 day share price return of 5.42% but a 30 day share price return of 4.93%...
NYSE:FOUR
NYSE:FOURDiversified Financial

How Investors Are Reacting To Shift4 Payments (FOUR) Strong Earnings Growth And 13% Return On Equity

In recent years, Shift4 Payments has delivered annual revenue growth of 27.2% and earnings per share growth of 40.2%, while expanding its market share and achieving a return on equity of 13%, underscoring strong operational performance as of today. An interesting aspect of this performance is that earnings have grown faster than revenue, suggesting that the company has been improving profitability on each incremental dollar of sales. Next, we’ll examine how Shift4’s combination of rapid...
NYSE:EMR
NYSE:EMRElectrical

Emerson Electric (EMR) Q1 Margin Improvement Reinforces Bullish Earnings Quality Narrative

Emerson Electric (EMR) opened fiscal 2026 with Q1 revenue of US$4.3b and basic EPS of US$1.08, alongside net income from continuing operations of US$605m. This sets a clear benchmark for how the year is starting to shape up. The company has seen quarterly revenue move between US$4.2b and US$4.9b over the past year, while basic EPS ranged from about US$0.86 to US$1.12. This gives investors a consistent read on earnings power as they track the latest print. With trailing net margin at 12.7% and...
NYSE:BOOT
NYSE:BOOTSpecialty Retail

Is Boot Barn Holdings (BOOT) Pricing In Too Much After Strong Multi Year Share Gains

If you are wondering whether Boot Barn Holdings at around US$183 per share looks expensive or offers value, it helps to step back and look at what the current price actually builds in. The stock has moved around recently, with a 6.3% gain over the last week, a 5.3% decline over the last month, and a year to date return of a 1.8% decline. The one year return sits at 27.2%, the three year return is 120.4%, and the five year return is 205.2%. These swings have put valuation back in focus for...
NYSE:MA
NYSE:MADiversified Financial

Mastercard (MA) Valuation Revisited After Earnings Beat AI Push And Capital One Renewal

Mastercard (MA) is back in focus after its latest quarterly earnings beat, coupled with fresh moves in AI driven products, fleet payments, and a renewed credit partnership with Capital One. See our latest analysis for Mastercard. At a share price of US$553.52, Mastercard has seen a 6.17% 7 day share price return following its earnings beat, AI product launches and Capital One renewal. Its 3 year total shareholder return of 52.09% and 5 year total shareholder return of 70.42% point to momentum...
NasdaqCM:PSIX
NasdaqCM:PSIXElectrical

How Investors Are Reacting To Power Solutions International (PSIX) Margin Squeeze And Leadership Share Sales

In late 2025, Power Solutions International reported Q3 earnings that showed pressure on margins and slowing revenue growth, followed by the CEO exiting his entire shareholding and a founder cutting their stake. These developments come even as the company’s engine technology is closely linked to rising demand for data center power generation tied to AI-related workloads. We’ll now examine how the Q3 margin pressure, alongside leadership share sales, reshapes Power Solutions International’s...
NYSE:COTY
NYSE:COTYPersonal Products

Coty Pairs OpenAI Deal With Bridgerton Fragrance Test For Turnaround

Coty (NYSE:COTY) has entered a partnership with OpenAI to roll out artificial intelligence tools across its global operations. The company has also released a limited edition Bridgerton inspired fragrance collection in collaboration with Netflix and Shondaland. These moves highlight Coty's push to update its technology stack while testing fresh branded product concepts in the fragrance segment. Coty comes into these announcements with a current share price of $3.43 and mixed recent...
NYSE:AMCR
NYSE:AMCRPackaging

Amcor (AMCR) Margin Compression In Q2 Earnings Tests Bullish Growth Narratives

Amcor (AMCR) has just posted Q2 2026 results with revenue of US$5.4b and net income of US$177m, equal to EPS of US$0.38, putting a fresh marker down for how the packaging group is currently earning its margins. The company has seen quarterly revenue move from US$3.2b in Q2 2025 through US$5.1b in Q4 2025 to US$5.7b in Q1 2026 and now US$5.4b, while EPS has ranged from US$0.56 in Q2 2025 to a small loss in Q4 2025 before landing at US$0.57 in Q1 2026 and US$0.38 this quarter. This sets up a...
NYSE:KSS
NYSE:KSSMultiline Retail

Kohl’s (KSS) Valuation Check After Recent Share Price Pullback And Real Estate-Focused Bull Case

What Kohl's Recent Performance Signals for Investors Kohl's (KSS) has drawn fresh attention after a mixed stretch, with a 0.4% gain over the past week alongside a month return decline of 15.1%, leaving year to date performance down 14.9%. See our latest analysis for Kohl's. Set against the recent pullback, the 8.4% 90 day share price return and 45.7% one year total shareholder return suggest earlier momentum has cooled, even as investors who stayed the course over the past year have still...
NYSE:SEI
NYSE:SEIEnergy Services

Solaris Energy Infrastructure NYSE SEI Valuation Check After Pivot To Distributed Power And Power Solutions Growth

Solaris Energy Infrastructure (SEI) is drawing fresh attention after its 2024 acquisition of Mobile Energy Rentals. The move turned the company toward distributed power and launched its high-margin Power Solutions turbine leasing business. See our latest analysis for Solaris Energy Infrastructure. That pivot has been met with a sharp pullback in the near term, with the share price down 14.68% over 1 day and 10.21% over 7 days. Total shareholder return sits at 75.38% over 1 year and more than...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

Walmart Joins US$1t Club As Tech Push And New CEO Reframe Story

Walmart (NasdaqGS:WMT) recently reached a market capitalization above US$1t, becoming the first large traditional retailer to cross this level. The valuation milestone comes as the company expands in e-commerce, digital advertising, and AI-enabled operations. At the same time, John Furner is set to take over as CEO, marking a major leadership transition alongside this market shift. For you as an investor, this puts Walmart at the intersection of brick and mortar retail and digital...
NYSE:TAL
NYSE:TALConsumer Services

Why TAL Education Group (TAL) Is Up 8.1% After Earnings Beat And Share Buyback Completion

TAL Education Group recently reported past third-quarter and nine-month 2025 results, with sales rising to US$770.17 million and US$2.21 billion respectively, alongside higher net income and earnings per share from continuing operations versus the prior year. The company also completed a share repurchase of 5,039,921 shares for US$162.4 million, modestly shrinking its share count while analyst earnings expectations have been revised higher. We’ll now look at how TAL’s strong earnings growth...
NYSE:CCI
NYSE:CCISpecialized REITs

Is Crown Castle (CCI) Offering Value After Multi Year Share Price Decline?

Wondering if Crown Castle is offering value at its current share price, or if it is a value trap? This article walks through what the numbers suggest without the hype. The stock last closed at US$86.11, with a 1.4% gain over the past week, a 2.6% decline over the last month, a 2.9% decline year to date, a 0.8% return over 1 year, a 29.2% decline over 3 years, and a 33.4% decline over 5 years. Recent attention on Crown Castle has been driven by ongoing interest in tower and infrastructure...
NasdaqGS:LCID
NasdaqGS:LCIDAuto

Lucid Group Faces Cash Squeeze As Investors Question Long Term Outlook

Lucid Group is under growing financial pressure as cash reserves tighten and costs remain high. Recent high profile share sales by major holders have added to concerns over long term viability. The loss of the US EV tax credit has removed a key sales incentive for Lucid vehicles. Lucid Group, trading on NasdaqGS:LCID, is in the spotlight as investors weigh rising financial strain against a share price of $10.38. The stock has fallen 64.3% over the past year and 91.0% over three years, with...
NYSE:HIMS
NYSE:HIMSHealthcare

Hims And Hers Weight Loss Push Faces Novo Nordisk Legal Challenge

Hims & Hers Health launched a compounded oral semaglutide pill as a low cost alternative to a major weight loss drug. Novo Nordisk responded by accusing the company of illegal mass compounding and threatened legal and regulatory action. The dispute centers on patient safety, intellectual property, and how compounded GLP 1 weight loss drugs are marketed and sold. Hims & Hers Health (NYSE:HIMS), trading at $24.4, is moving aggressively into the weight loss drug category, a high profile area...
NYSE:CPAY
NYSE:CPAYDiversified Financial

Is It Time To Reassess Corpay (CPAY) After Recent Share Price Weakness?

If you are wondering whether Corpay at around US$300.28 is starting to look interesting, this article will help you connect the current share price to what the business may be worth. The stock has seen a 5.5% decline over the last 7 days, a 2.7% decline over the last 30 days, is roughly flat year to date at 0.1% decline, and is 22.7% lower over the last year. The 3 year and 5 year returns sit at 43.7% and 14.6% respectively. Recent news around Corpay has largely focused on ongoing investor...