U.S. Retail Distributors Stock News

NasdaqGM:TRUP
NasdaqGM:TRUPInsurance

Trupanion Record 2025 Results Test Growth Versus Margin Trade Off

Trupanion reported record results for 2025, with subscription revenue and subscription operating margins reaching new highs. The company plans to roll out a lower priced pet insurance product in response to ongoing veterinary cost inflation. Retention rates have improved, supported by pricing and communication efforts, and Trupanion has received Stevie Awards recognition for its customer service. Trupanion continues to invest in technology and initiatives such as Landspath to support growth...
NasdaqGS:NTNX
NasdaqGS:NTNXSoftware

Assessing Nutanix (NTNX) Valuation As Analyst Downgrades Meet Earnings Uncertainty

Recent analyst moves around Nutanix (NTNX), including reduced targets and a Zacks Rank of #4 (Sell), have sharpened attention on the stock ahead of an earnings report that is expected to show EPS pressure alongside revenue growth. See our latest analysis for Nutanix. That backdrop of cautious analyst sentiment and Nutanix’s partnerships, such as Ark Data Centers earning top-tier partner status, comes after a sharp reset in the share price, with a 30 day share price return of 18.82% and a 1...
NYSE:PRIM
NYSE:PRIMConstruction

A Look At Primoris Services (PRIM) Valuation After Infrastructure Demand And Guidance Fuel Recent Gains

Primoris Services (PRIM) has been on many investors' radar after a strong run in the stock, supported by institutional buying, revenue growth, resilient margins, and upbeat guidance tied to infrastructure-driven demand. See our latest analysis for Primoris Services. At a share price of $166.53, Primoris has seen momentum build quickly, with a 30 day share price return of 20.87% and a 1 year total shareholder return of 127.33%, supported by recent earnings, guidance, and infrastructure driven...
NYSE:PAYC
NYSE:PAYCProfessional Services

Paycom’s IWant AI Gains Recognition As Shares Trade Below Targets

Paycom Software's IWant AI platform has been recognized with an industry award for HR tech innovation. A recent Forrester study highlighted projected ROI for clients using IWant's command-driven automation tools. The company has rolled out new automation initiatives around IWant, expanding its role in HR workflow automation. For investors watching NYSE:PAYC, this product news arrives at a time when the share price, at $125.31, is well below past multi year levels, with a 1 year return of a...
NYSE:DOV
NYSE:DOVMachinery

Is Dover (DOV) Fairly Priced After Strong Multi Year Share Price Gains

If you are wondering whether Dover's current share price still offers value, this article will walk through the numbers in a clear, grounded way so you can judge for yourself. With the stock at US$231.63, recent returns of 3.6% over 7 days, 13.4% over 30 days, 18.3% year to date, 15.8% over 1 year, 54.7% over 3 years and 102.1% over 5 years give useful context for how the market has been pricing Dover recently. Recent news coverage around Dover has focused on its positioning within the...
NYSE:CPS
NYSE:CPSAuto Components

Cooper Standard (CPS) Returns To Q4 Profit And Tests Turnaround Narratives

Cooper-Standard Holdings (CPS) closed out FY 2025 with Q4 revenue of US$672.4 million and basic EPS of US$0.19, alongside net income of US$3.3 million excluding extra items. The company has seen quarterly revenue move from US$660.8 million in Q4 2024 to a range of US$667.1 million to US$706.0 million through FY 2025, while basic EPS has swung between a loss of US$0.43 in Q3 and a profit of US$0.19 in Q4, highlighting a story that focuses on how consistently those thin margins can be...
NasdaqGM:RPD
NasdaqGM:RPDSoftware

Rapid7 (RPD) Guides to 2026 Profitability After Q4 Results Is Its Margin Story Evolving?

In February 2026, Rapid7, Inc. reported its fourth-quarter 2025 results, with revenue of US$217.39 million and net income of US$3.13 million, alongside full-year 2025 revenue of US$859.79 million and net income of US$23.38 million. The company also issued 2026 guidance that points to a GAAP loss in the first quarter but a return to GAAP profitability for the full year, giving investors fresh insight into its near-term growth and margin path. Now we’ll examine how Rapid7’s modest quarterly...
NasdaqGS:TMUS
NasdaqGS:TMUSWireless Telecom

Is T-Mobile (TMUS) Using Euro Bonds to Quietly Redraw Its Capital Return Playbook?

T-Mobile US, Inc.’s subsidiary T-Mobile USA, Inc. recently completed two euro-denominated senior unsecured note issues totaling about €1.50 billion, with 3.2% notes due 2032 and 3.625% notes due 2035, supported by a broad syndicate of global underwriters. The company plans to channel these bond proceeds into general corporate purposes such as share repurchases, dividends, and debt refinancing, underscoring how it is pairing network and AI innovation with active balance sheet and...
NasdaqGS:STX
NasdaqGS:STXTech

Is It Too Late To Consider Seagate Technology Holdings (STX) After A 328% One-Year Rally?

If you are wondering whether Seagate Technology Holdings is still reasonably priced after its strong run, this article will walk through what the numbers say about the stock's value. At a last close of US$425.99, the stock has seen a 36.4% gain over the past 30 days, alongside a 48.1% return year to date and a very large 1 year return of 328.0%. These changes can influence how investors think about both upside and risk. These moves have come as investors react to ongoing developments around...
NasdaqGS:POWL
NasdaqGS:POWLElectrical

Assessing Powell Industries (POWL) Valuation After Strong Earnings, Backlog Momentum And Dividend Increase

Powell Industries (POWL) is back in focus after reporting first quarter earnings, with sales of US$251.18 million, higher net income of US$41.39 million, and a modest increase in its quarterly dividend. See our latest analysis for Powell Industries. The earnings update and dividend increase come on top of strong recent momentum, with a 45.8% 30 day share price return, a 65.97% year to date share price return, and a 175.47% 1 year total shareholder return. This suggests investors have been...
NYSE:BNT
NYSE:BNTInsurance

Brookfield Wealth Solutions (BNT) Margin Compression Challenges Bullish Earnings Growth Narrative

Brookfield Wealth Solutions (BNT) has wrapped up FY 2025 with Q4 revenue of about US$3.1b and basic EPS of roughly US$0.03, capping a year in which trailing 12 month revenue came in at US$11.6b and EPS at US$2.49. The company has seen quarterly revenue move between US$2.6b and US$3.1b across FY 2025, while basic EPS swung from a loss of US$0.90 in Q1 2025 to US$1.89 in Q3 2025 and US$0.03 in Q4 2025. This puts the focus on how consistently those earnings can convert into lasting...
NYSE:PLNT
NYSE:PLNTHospitality

Assessing Planet Fitness (PLNT) Valuation After The Recent Share Price Slide

What Planet Fitness stock’s recent slide may be telling investors Planet Fitness (PLNT) has seen its share price fall about 10% over the past month and about 14% over the past 3 months, prompting investors to revisit what the current valuation reflects. See our latest analysis for Planet Fitness. That recent 1 month share price return of about 10% decline and 3 month share price return of about 14% decline leaves Planet Fitness trading at US$90.70, while the 1 year total shareholder return of...
NYSE:KMT
NYSE:KMTMachinery

Did Kennametal’s Strong Q2 and Buyback Just Reset KMT’s Full‑Year Investment Narrative?

Kennametal Inc. recently reported past second‑quarter fiscal 2026 results showing higher sales of US$529.53 million and improved profitability, while also completing a share buyback of 2,966,554 shares for US$69.91 million under its February 2024 program. Alongside these results, management raised sales guidance for the third quarter and full fiscal year 2026, underscoring confidence in pricing actions, end‑market demand, and cost initiatives. Next, we’ll examine how Kennametal’s raised...
NYSE:ZTS
NYSE:ZTSPharmaceuticals

Regulatory Scrutiny And New OA Approvals Reframe Zoetis Risk Profile

Regulators are increasing scrutiny of Zoetis' monoclonal antibody pain therapies, including Librela, leading to updated FDA safety warnings. At the same time, Zoetis has received approvals for new osteoarthritis pain drugs, Lenivia and Portela, expanding its pet pain management portfolio. These parallel developments highlight a shift in the company’s risk profile and opportunity set in companion animal health. For investors tracking Zoetis, ticker NYSE:ZTS, the stock sits at $126.65 with a...
NYSE:AORT
NYSE:AORTMedical Equipment

Artivion (AORT) Is Down 7.6% After Revenue Miss But Strong 2026 Guidance And Trial Data

In the past week, Artivion reported fourth-quarter 2025 results showing revenue of US$115.99 million and net income of US$2.43 million, marking a move from a loss a year earlier and contributing to full-year revenue of US$441.33 million and net income of US$9.77 million. At the same time, new clinical data from the NEXUS TRIOMPHE and AMDS PERSEVERE trials reinforced the performance of Artivion’s aortic arch therapies, which management now cites as central to its 2026 revenue guidance of...
NasdaqCM:NEO
NasdaqCM:NEOHealthcare

A Look At NeoGenomics (NEO) Valuation After The Launch Of PanTracer Pro In Precision Oncology

NeoGenomics (NEO) has launched PanTracer Pro, a new molecular testing solution that combines comprehensive genomic profiling with diagnosis-directed assays for advanced solid tumors. The solution is designed to streamline biomarker assessment and support quicker, informed treatment decisions. See our latest analysis for NeoGenomics. The launch of PanTracer Pro comes as NeoGenomics' share price sits at US$11.38. This follows a 30 day share price return decline of 13.92%, contrasting with a...
NYSE:MMI
NYSE:MMIReal Estate

Marcus & Millichap (MMI) Q3 EPS Turn To Profit Tests Bearish Profitability Narratives

Marcus & Millichap (MMI) FY 2025 Q3 Results Marcus & Millichap (MMI) has put fresh numbers on the board for FY 2025 Q3, with revenue of US$193.9 million and basic EPS of roughly US$0.01, alongside net income excluding extra items of US$0.24 million. The company has seen revenue move from US$168.5 million and basic EPS of roughly US$0.14 loss in Q3 2024 to US$193.9 million and a small positive EPS in Q3 2025. Trailing twelve month figures point to revenue of US$751.3 million and a net loss of...
NYSE:SMR
NYSE:SMRElectrical

Is NuScale Power’s (SMR) AI Fuel Project With ORNL a Turning Point for Its Economics?

NuScale Power Corporation recently announced that it partnered with Oak Ridge National Laboratory to apply an AI-enabled nuclear design framework to a 12-module NuScale Power Module configuration, funded through the U.S. Department of Energy’s GAIN initiative to explore more efficient, lower-cost fuel management across multiple reactors at a single site. This collaboration highlights how NuScale’s multi-module architecture and shared fuel pool could unlock fuel-cost efficiencies that aren’t...
NYSE:BOOT
NYSE:BOOTSpecialty Retail

A Look At Boot Barn Holdings (BOOT) Valuation After Recent Share Price Moves

Boot Barn Holdings (BOOT) is back on investors' radar after recent share price moves, with the stock closing at $187.99 and showing mixed returns over the week, month, past 3 months, and year. See our latest analysis for Boot Barn Holdings. The recent 7 day share price return of 7.57% contrasts with an 8.58% 90 day share price gain and a 36.96% 1 year total shareholder return. This suggests that longer term momentum remains stronger than the latest pullback. If this move has you thinking...
NasdaqCM:RKLB
NasdaqCM:RKLBAerospace & Defense

Assessing Rocket Lab (RKLB) Valuation As Cassowary Vex Hypersonic Mission Moves Forward

Why the Cassowary Vex hypersonic mission matters for Rocket Lab (RKLB) Rocket Lab (RKLB) is preparing its Cassowary Vex mission, a dedicated hypersonic test flight on the HASTE rocket for the Department of War’s Defense Innovation Unit and Hypersonix, with liftoff targeted for late February. This will be the company’s fourth hypersonic test mission in under six months. The launch will use HASTE to deploy Hypersonix’s DART AE aircraft from Launch Complex 2 in Virginia, and it underscores a...
NYSE:AUB
NYSE:AUBBanks

Is It Time To Reconsider Atlantic Union Bankshares (AUB) After Recent Share Price Rebound?

If you are wondering whether Atlantic Union Bankshares at around US$40.23 is offering fair value or a potential bargain, this overview can help you size up what the current share price might be implying. The stock shows a mixed recent return profile, with a 1 week return of a 3.7% decline, contrasted with gains of 7.9% over 30 days, 13.3% year to date, 12.2% over 1 year, 19.0% over 3 years and 32.4% over 5 years. Recent attention on US regional banks, including Atlantic Union Bankshares, has...
NasdaqGS:VISN
NasdaqGS:VISNCommunications

A Look At Vistance Networks (VISN) Valuation After RUCKUS Pro AV Launch And New Partnerships

RUCKUS Networks’ new Pro AV focused ICX switch lineup and updated management platforms, plus fresh ties with Crestron and the SDVoE Alliance, put Vistance Networks (VISN) firmly in the Ethernet based professional AV spotlight. See our latest analysis for Vistance Networks. VISN’s latest product and partnership news comes on the back of a 14.4% 90 day share price return and a very large 1 year total shareholder return, suggesting momentum has been strong rather than fading recently. If this...
NYSE:TYL
NYSE:TYLSoftware

Tyler Expands Courts Portfolio With For The Record Deal And AI Push

Tyler Technologies (NYSE:TYL) announced the acquisition of For The Record, a company focused on digital court recording solutions. The company is rolling out early access to embedded AI features across its product set for interested clients. Tyler also introduced a new share repurchase program of up to US$1b. Tyler Technologies focuses on software and services for public sector clients, including courts, justice systems and local governments. By adding For The Record, the company is...
NasdaqGS:HALO
NasdaqGS:HALOBiotechs

Is It Too Late To Consider Halozyme Therapeutics (HALO) After A 36% One Year Gain?

If you are wondering whether Halozyme Therapeutics at around US$79.44 is still attractively priced or starting to look expensive, this article takes a closer look at what the current market price might be implying. Over shorter horizons the stock has been mixed, with a 2.2% decline over the last 7 days, an 8.9% return over 30 days, a 13.0% return year to date, and a 36.3% return over 1 year. The 3 year and 5 year returns sit at 58.8% and 59.9% respectively. Recent interest in Halozyme...