U.S. Retail Distributors Stock News

NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

The Bull Case For QUALCOMM (QCOM) Could Change Following Soft Guidance Amid Memory Crunch And Strategy Shift

In early February 2026, Qualcomm reported first-quarter revenue of US$12.25 billion and net income of US$3.00 billion, issued softer second-quarter revenue guidance of US$10.20 billion to US$11.00 billion, completed a large share buyback tranche, and appointed longtime semiconductor analyst Brett Simpson as senior vice president of Investor Relations. These updates highlight how a worsening global memory chip shortage is weighing on Qualcomm’s handset outlook just as it invests to expand in...
NYSE:APH
NYSE:APHElectronic

Is It Too Late To Consider Amphenol (APH) After The CommScope CCS Acquisition Deal?

If you are wondering whether Amphenol is priced attractively after its strong run, this article walks through what the latest numbers may be saying about the stock's value. The share price last closed at US$143.73, with returns of 12.6% over 7 days, a 3.5% decline over 30 days, 2.9% year to date and 108.8% over 1 year, plus a very large 3 year and 5 year return. All of these figures can feed into how investors think about upside and risk today. Recent company news has continued to focus...
NYSE:AROC
NYSE:AROCEnergy Services

Could Archrock’s Upbeat Earnings Outlook Recast Its Compression Strategy Narrative for Investors (AROC)?

Archrock’s upcoming February 24, 2026 earnings report, now in the past, drew attention as analysts projected a 14.29% EPS increase and a 15.39% revenue rise, alongside a Zacks Rank #1 (Strong Buy) rating. With valuation metrics suggesting Archrock was trading at a discount to its industry ahead of that report, the company’s stronger earnings outlook and analyst optimism highlighted a potential reappraisal of its longer-term compression-focused business model. Now we’ll examine how this...
NasdaqGS:ALNY
NasdaqGS:ALNYBiotechs

Is It Time To Revisit Alnylam Pharmaceuticals (ALNY) After The Recent Share Price Pullback?

If you are wondering whether Alnylam Pharmaceuticals at around US$308 per share still offers value, you are not alone. This article focuses squarely on what that price could mean for long term investors. The stock has seen a 6.9% decline over the last 7 days and a 16.6% decline over the last 30 days, even though the 1 year and 5 year returns of 16.5% and 105.3% show a very different picture over longer periods. These moves sit against a backdrop of ongoing interest in RNA interference...
NYSE:COR
NYSE:CORHealthcare

Cencora (COR) Valuation Check After Results Miss, Segment Reorg, Analyst Upgrades And New Bond Deal

Cencora (COR) is back in focus after a busy stretch, with quarterly results, a new segment structure, fresh bond issuance and a cluster of analyst rating changes all landing at once. See our latest analysis for Cencora. At a share price of $351.06, Cencora has recently seen a 4.0% one day decline and a softer 90 day share price return of a 3.01% decline. Its 1 year total shareholder return of 44.92% and 5 year total shareholder return of 251.63% indicate that longer term momentum has been...
NasdaqGS:HSAI
NasdaqGS:HSAIAuto Components

Hesai Group (HSAI) Is Up 6.1% After Exclusive Grab Lidar Distribution Deal In Southeast Asia

In early February 2026, Hesai Technology announced a partnership making Grab the exclusive distributor of its lidar products across Southeast Asia, with Grab handling sales, customer support, and marketing for applications ranging from robotics to autonomous systems. This collaboration links Hesai’s lidar hardware leadership with Grab’s extensive regional network, potentially accelerating access to Physical and Embodied AI tools in Southeast Asia’s complex urban environments. Next, we’ll...
NYSE:IDT
NYSE:IDTTelecom

Assessing IDT (IDT) Valuation After Retail Strength And BOSS Money Tax Tailwind

IDT (IDT) is back on investor radars after fresh data on its National Retail Solutions segment and new U.S. remittance tax rules highlighted potential implications for both its retail and BOSS Money businesses. See our latest analysis for IDT. Despite the strong same store sales data from NRS and the potential boost to BOSS Money from the new remittance tax, IDT’s recent share price momentum has been soft, with a 30 day share price return of 6.43% decline and a year to date share price return...
NasdaqGS:DBX
NasdaqGS:DBXSoftware

Assessing Dropbox (DBX) Valuation After Recent Share Price Weakness

Why Dropbox (DBX) is on investors’ radar Dropbox (DBX) has drawn attention after a stretch of negative share performance, with the stock showing declines over the past month, past 3 months and year, prompting fresh questions about how its current valuation stacks up. See our latest analysis for Dropbox. The recent 1 month share price return of 9.46% decline and year to date weakness suggest momentum has been fading, even though the 3 year total shareholder return of 14.51% and 5 year total...
NYSE:MMS
NYSE:MMSProfessional Services

A Look At Maximus (MMS) Valuation After A Tough Quarter And Narrowed Guidance

Maximus (MMS) is back in focus after a challenging quarter, as slower government contract awards and softer volumes pressured revenue while the company narrowed its full year 2026 guidance and continued reshaping its portfolio. See our latest analysis for Maximus. The share price reaction has been negative around these updates, with a 1 month share price return of 23.41% decline and year to date share price return of 14.76% decline, even though the 1 year total shareholder return is 11.60%...
NasdaqGS:TTMI
NasdaqGS:TTMIElectronic

Is TTM Technologies (TTMI) Still Attractively Priced After Its 1 Year 252.9% Surge

If you are wondering whether TTM Technologies is still reasonably priced after a strong run, this article walks through how its current share price stacks up against several valuation yardsticks. The stock closed at US$92.33, with a 7 day return of 0.3%, a 30 day return of 1.0%, a year to date return of 30.8% and a 1 year return of 252.9%, so recent gains may have shifted how investors see both its potential and its risks. Recent coverage has focused on TTM Technologies as an electronics...
NYSE:ESE
NYSE:ESEMachinery

A Look At ESCO Technologies (ESE) Valuation After Raised Guidance And Aerospace And Defense Strength

ESCO Technologies (ESE) is back on investors' radar after strong first quarter 2026 results, a sharp uptick in Aerospace & Defense activity, and a raised full year revenue and earnings outlook. See our latest analysis for ESCO Technologies. Those earnings and guidance updates have come alongside a sharp move in the share price, with a 27.36% 1 month share price return and 38.02% year to date share price return. The 1 year total shareholder return of 66.09% and 3 year total shareholder return...
NYSE:SXT
NYSE:SXTChemicals

How Sensient’s 2025 Results and 2026 EPS Outlook Will Impact Sensient Technologies (SXT) Investors

Sensient Technologies recently reported past fourth-quarter and full-year 2025 results, with sales rising to US$393.45 million in Q4 and US$1.61 billion for the year, while diluted EPS from continuing operations reached US$0.60 in Q4 and US$3.16 for 2025. Alongside these results, the company issued 2026 guidance calling for mid-single-digit to double-digit local-currency revenue growth and GAAP diluted EPS between US$3.60 and US$3.80, giving investors a clearer view of expected earnings...
NYSE:ARDT
NYSE:ARDTHealthcare

Ardent Health (ARDT) Is Up 10.5% After Securities Suits Target Receivables And Liability Reserves

In the past year, multiple law firms filed securities class action lawsuits against Ardent Health, alleging false and misleading disclosures around a $43 million third-quarter 2025 revenue reduction, revised accounts receivable collectability, and a more than $50 million increase in professional liability reserves following heightened malpractice claim activity. The concentration of lawsuits on Ardent’s receivables accounting practices and malpractice coverage highlights potential weaknesses...
NasdaqGS:SRAD
NasdaqGS:SRADHospitality

A Look At Sportradar Group (NasdaqGS:SRAD) Valuation After New NBC Sports And AI Integrity Initiatives

Sportradar Group (NasdaqGS:SRAD) is back in focus after announcing a multi-year deal with NBC Sports Regional Sports Networks that brings its NBA Advanced Data and AI-driven GameFrame graphics into live NBA broadcasts. See our latest analysis for Sportradar Group. Despite the fresh NBC Sports deal and progress in its AI driven fraud detection and integrity programs, Sportradar Group’s recent share price momentum has been weak, with a 30 day share price return of 18.25% and a year to date...
NYSE:WEC
NYSE:WECIntegrated Utilities

A Look At WEC Energy Group (WEC) Valuation After Earnings, Guidance Reaffirmation And Tariff Uncertainty

WEC Energy Group (WEC) is back in focus after its latest quarterly report showed higher sales but lower net income, along with reaffirmed 2026 earnings guidance and long term growth targets that arrived with mixed analyst reactions. See our latest analysis for WEC Energy Group. At a share price of US$114.03, WEC Energy Group has a 30 day share price return of 7.62% and a 1 year total shareholder return of 14.57%. This suggests short term momentum building on what has been a solid multi year...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

Vertex Pharmaceuticals (VRTX) Valuation After 2025 Earnings Strength And 2026 Guidance For CF And Gene Editing Growth

Vertex Pharmaceuticals (VRTX) is back in focus after reporting full year 2025 results and issuing 2026 revenue guidance tied to its cystic fibrosis franchise and newer products CASGEVY, JOURNAVX, and ALYFTREK. See our latest analysis for Vertex Pharmaceuticals. Vertex’s latest earnings and 2026 revenue guidance have landed against a backdrop of steady gains, with a 90 day share price return of 6.38% and a five year total shareholder return of 121.62% signaling momentum built over the longer...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

BlackRock Stake Puts Bitmine Immersion In Focus Despite Valuation Concerns

BlackRock has significantly increased its stake in Bitmine Immersion Technologies (NYSEAM:BMNR), owning over 9,000,000 shares as of the end of 2025. The position size signals rising institutional interest in Bitmine and in listed companies tied to the broader digital asset and blockchain sector. The move aligns with a wider pattern of large financial players adding exposure to crypto related equities. Bitmine Immersion Technologies focuses on immersion cooling infrastructure for blockchain...
NYSE:TX
NYSE:TXMetals and Mining

Reassessing Ternium (NYSE:TX) Valuation After Strong Multi‑Year Returns And Recent Share Price Pullback

Setting the scene for Ternium stock Ternium (TX) has been drawing fresh attention after recent share price moves, with the stock showing double digit total returns over the past year and past 5 years. This has prompted investors to reassess its valuation. See our latest analysis for Ternium. The recent pullback, with a 1 day share price return of a 1.19% decline to US$44.71, comes after a strong run that includes a 23.07% 90 day share price return and a 1 year total shareholder return of...
NYSE:QXO
NYSE:QXOTrade Distributors

QXO Kodiak Deal Expands U.S. Reach And Raises Valuation Questions

QXO (NYSE:QXO) agreed to acquire Kodiak Building Partners for $2.25b, expanding its reach in U.S. construction products distribution. The deal adds new building product categories and regional markets to QXO's platform. QXO plans to use technology, including AI driven inventory tools, to pursue operational efficiencies across the combined business. For investors watching QXO at a share price of $25.92, this transaction represents a major step in reshaping the business mix. The stock is up...
NasdaqGS:AXON
NasdaqGS:AXONAerospace & Defense

Axon Expands UK Reach And Simplifies Balance Sheet For Future Growth

Axon Enterprise (NasdaqGS:AXON) expanded international adoption by deploying body worn cameras across UK fire stations. The company redeemed its convertible notes, simplifying its capital structure. Axon Enterprise, best known for its TASER devices and cloud connected public safety platform, is pushing further into international and non traditional markets with the rollout of body worn cameras in UK fire services. For investors, this move highlights how Axon's technology is being used...
NasdaqGS:NTAP
NasdaqGS:NTAPTech

Is It Time To Reconsider NetApp (NTAP) After Recent Share Price Weakness?

If you are wondering whether NetApp's current share price still reflects good value, this article will walk through what the numbers are really saying about the stock. NetApp closed at US$98.22 recently, with returns of a 1.4% decline over 7 days, an 8.4% decline over 30 days, a 7.7% decline year to date, a 14.8% decline over 1 year, 54.2% over 3 years and 62.4% over 5 years. Recent coverage of NetApp has focused on its role in data storage and cloud solutions and how investor expectations...
NYSE:WSM
NYSE:WSMSpecialty Retail

Is Williams Sonoma (WSM) Still Attractive After Its Strong Multi Year Share Price Run

If you are wondering whether Williams-Sonoma is still good value after its strong run in recent years, you are not alone. This article will focus squarely on what the current price might mean for potential investors. The stock last closed at US$206.79, with a return of 10.1% year to date and a 1.4% return over the past year, while the 3 year and 5 year returns sit at 230.0% and 256.7% respectively, despite small pullbacks of 2.7% over the last week and 0.6% over the last month. Recent...
NYSE:CMP
NYSE:CMPMetals and Mining

Compass Minerals (CMP) Is Up 8.2% After Swinging Back To Profitability In Q1 2025 – Has The Bull Case Changed?

Compass Minerals International, Inc. reported first-quarter 2025 results on February 4, 2026, with sales rising to US$396.1 million from US$307.2 million a year earlier and net income improving to US$18.6 million from a net loss of US$23.6 million. The shift from a basic loss per share of US$0.57 from continuing operations to earnings of US$0.43 highlights a clear turnaround in profitability and cost control. With the company returning to profitability this quarter, we’ll examine how this...
NasdaqGS:ALKS
NasdaqGS:ALKSBiotechs

Assessing Alkermes (ALKS) Valuation After Recent Share Price Swings

Alkermes overview and recent share performance Alkermes (ALKS) has drawn investor interest after recent trading showed a 4.6% one day decline, a small loss over the past week, and gains over the past month and the past 3 months. See our latest analysis for Alkermes. Zooming out, Alkermes’ recent 14.2% 1 month and 14.6% 3 month share price returns contrast with a 7.5% 1 year total shareholder return decline, while the 5 year total shareholder return of 72.1% points to a much stronger longer...