U.S. Retail Distributors Stock News

Brunswick (BC) has just posted its FY 2025 numbers with Q4 revenue of US$1.3b and basic EPS of US$0.28, alongside net income from continuing operations of US$18.6m. The company has seen quarterly revenue move from US$1.15b in Q4 2024 to US$1.33b in Q4 2025, while basic EPS shifted from a loss of US$1.07 per share in Q4 2024 to a profit of US$0.28 in Q4 2025. This sets up a results season where the key question is how durable these margins look against a still loss making trailing twelve month...

If you are wondering whether Alaska Air Group's current share price lines up with its underlying worth, you are not alone. This article walks through what that might look like using several valuation lenses. The stock last closed at US$53.30, with returns of 9.1% over 7 days, 6.3% over 30 days, and 3.5% year to date, but a 28.4% decline over 1 year that still weighs on the longer term picture. Recent coverage around Alaska Air Group has focused on how investors are reassessing airline stocks...

Tuya Smart recently introduced Aura, an AI-powered companion robot for household cats and dogs that uses behavior, movement, and vocal recognition to interact with pets, dispense treats, and monitor real-time changes. By linking Aura into Tuya’s wider smart home ecosystem for services such as boarding, health care, and behavior training, the company is pushing toward more emotionally aware and service-connected pet technology. We’ll now examine how Aura’s AI-driven behavioral monitoring...

Unity Software (NYSE:U) announced a partnership with Coda to integrate Coda's In App Purchasing SDK into the Unity platform. The integration allows game developers to launch secure, scalable global web stores and manage in game digital sales more directly. Through this move, Unity aims to simplify cross border payments, compliance and store operations for developers using its engine and services. For you as an investor looking at NYSE:U, this partnership is part of Unity's push to support...

In recent days, TMC the metals company Inc. filed an application with the U.S. National Oceanic and Atmospheric Administration for an exploration license and commercial recovery permit covering 65,000 square kilometers in the Clarion Clipperton Zone, while the U.S. government agreed to take up to a 15% equity stake in competitor USA Rare Earth. This combination of a larger deep-sea mining push by TMC and direct federal backing for a rival highlights how policy decisions are shaping access to...

In recent months, Astronics reported solid quarterly results alongside accelerating revenue growth and an uptick in return on invested capital, signaling healthier operations. What stands out is that Astronics’s improving return on invested capital suggests its recent investments are being converted into more efficient, profit-generating capacity. Next, we’ll explore how this improving return on invested capital shapes Astronics’s investment narrative in light of its recent performance...

Multiple law firms have launched shareholder class action lawsuits and investigations into CoreWeave's disclosures on capacity and operational risks. The actions focus on whether CoreWeave and certain executives misled investors about scaling AI infrastructure, meeting demand, and dependence on third-party suppliers. These legal challenges follow high profile partnership and financing announcements, including CoreWeave's collaboration with NVIDIA. CoreWeave, listed as NasdaqGS:CRWV, sits at...

Workday’s Canadian expansion and what it could mean for WDAY stock Workday (WDAY) has put a CA$1b commitment on the table in Canada over five years, targeting AI related development, local tech talent, and customer support, a move that naturally has investors reassessing the stock. See our latest analysis for Workday. Despite the Canada commitment and a recent Workday Partner integration with Joveo, the stock has come under pressure, with a 30 day share price return of 19.5% decline and a 1...

Penguin Solutions overview after recent rebrand Penguin Solutions (PENG) is drawing fresh attention after its recent name change from SMART Global Holdings, shifting the focus to its enterprise computing, memory, and LED businesses, while the share price has been mixed over the past year. See our latest analysis for Penguin Solutions. Since the rebrand, Penguin Solutions’ share price return has been softer, with a 7 day share price return showing a 4.8% decline and a 90 day share price return...

Plexus (PLXS) opened fiscal Q1 2026 with revenue of US$1.1b and basic EPS of US$1.54, while trailing twelve month basic EPS stood at US$6.56 on revenue of US$4.1b, setting a clear earnings season backdrop for investors. Over the past year, the company has seen revenue move from US$3.96b to US$4.1b on a trailing basis, with basic EPS rising from US$4.08 to US$6.56, giving investors a fuller view of how the latest quarterly print fits within the recent earnings run and margin profile. See our...

Madrigal Pharmaceuticals (NasdaqGS:MDGL) entered an exclusive global license agreement with Pfizer for the MASH candidate ervogastat. The deal is intended to expand Madrigal's treatment pipeline focused on metabolic dysfunction associated steatohepatitis. Around the same period, multiple insiders, including the CEO and board directors, recorded sales of Madrigal shares. These transactions arrive alongside the licensing news, giving investors fresh information on both pipeline direction and...

CNH Industrial (NYSE:CNH) has introduced its new R4 autonomous robot to support specialty crop farming. The R4 is aimed at helping growers address labor shortages across tasks in orchards, vineyards, and other high value crops. The launch advances the company’s automation push within agriculture equipment and specialty crop technology. CNH Industrial, trading at $10.85, is rolling out the R4 at a time when specialty crop producers continue to face tight labor conditions. The stock has...

GDS Holdings has called an Extraordinary General Meeting for February 24, 2026, seeking approval to amend its Articles of Association and increase founder William Huang’s Class B voting power from 20 to 50 votes per share, boosting his effective control from about 36.2% to about 58.6% on key decisions. The company links this proposed governance shift to regulatory and client demands for clear Chinese national control over data center operators, aiming to safeguard access to sensitive...

Curtiss-Wright recently expanded its defense and aerospace footprint through a collaboration with Green Hills Software on a high-performance, safety-certifiable COTS computing solution for critical avionics, alongside earlier validation of its PacStar tactical edge servers for Azure Local in November 2025. By pairing safety-certifiable avionics computing with cloud-enabled tactical edge servers, Curtiss-Wright is positioning its portfolio at the intersection of mission-critical reliability...

Rocket Lab (RKLB) is back in focus after delivering its Hungry Hippo captive fairing to Wallops Island in Virginia, marking visible hardware progress on the Neutron rocket shortly after a routine Stage 1 tank test rupture. See our latest analysis for Rocket Lab. Those Neutron updates arrive as the share price consolidates after a strong run. The 30 day share price return is 21.62% and the 90 day gain is 36.04%, while the 1 year total shareholder return above 200% and very large 3 and 5 year...

GE Vernova (GEV) closed out FY 2025 with Q4 revenue of US$10.96b and basic EPS of US$13.57, alongside net income excluding extra items of US$3,664m, capping a year in which trailing twelve month EPS reached US$17.96 on revenue of US$38.07b. Over the past six quarters, the company has seen quarterly revenue move from US$8,913m in Q3 2024 to US$10,558m in Q4 2024 and then to US$10,956m in Q4 2025, while basic EPS shifted from a loss of US$0.35 in Q3 2024 to US$1.75 in Q4 2024 and then to...

If you are wondering whether Ciena’s share price still offers value after its strong run, or if most of the easy gains are already behind it, this article walks through what the current valuation looks like. Ciena’s stock closed at US$253.53, with returns of 10.2% over 7 days, 6.4% over 30 days, 3.0% year to date, 199.5% over 1 year and 392.6% over 3 years. This naturally raises questions about risk, reward and how much optimism is already reflected in the price. Recent attention on Ciena...

CG Oncology has been gaining attention as its flagship BOND-003 therapy progresses through phase 3 trials for high-risk BCG-unresponsive non-muscle invasive bladder cancer, aiming to offer a bladder-sparing treatment option. The company’s focus on addressing this difficult-to-treat patient group highlights its potential role in reshaping how bladder cancer is managed if trial outcomes support its approach. Next, we’ll examine how the advanced phase 3 progress of BOND-003 shapes CG Oncology’s...

In recent days, Barclays upgraded PTC Therapeutics to an Overweight rating, while other brokers continued to rate the biotech as Outperform, underscoring growing analyst optimism around the company’s rare disease portfolio. This convergence of positive views, anchored in PTC’s therapies for conditions such as Duchenne muscular dystrophy and AADC deficiency, highlights how analyst sentiment can crystallize around a focused clinical pipeline. Next, we’ll examine how this strengthened analyst...

Affirm Holdings (NasdaqGS:AFRM) has partnered with Bolt to integrate its buy now, pay later (BNPL) options directly into Bolt powered e commerce checkouts. The company has also signed a partnership with Fiserv that connects its BNPL offering to a range of debit card programs and financial institution clients. Affirm has applied for a limited bank charter that could allow deposit based funding and new lending products, subject to regulatory approval. Affirm comes into these developments with...

Spotify Technology (NYSE:SPOT) reports a record industry payout of over US$11b to artists and publishers in 2025. The company introduces new artist verification tools aimed at limiting AI content exploitation on its platform. Spotify expands video content with documentary style series focused on artists and music culture. Spotify Technology, which runs one of the largest global audio streaming platforms, is tying its brand closely to creator payouts and content integrity. The record US$11b...

Medical Properties Trust (NYSE:MPW) has relocated its corporate headquarters to a new address in Alabama. The move marks an official change in the company’s primary base of operations. Medical Properties Trust focuses on investing in hospital and healthcare facilities, with tenants that operate across a range of medical services. A headquarters relocation can affect how leadership is organized, how teams work together and how resources are allocated across the portfolio. For you as an...

ExxonMobil (NYSE:XOM) plans to close its Fife Ethylene Plant in Scotland, affecting more than 400 jobs. The company is advancing carbon capture and storage projects along the U.S. Gulf Coast, targeting multiple sites to be operational by 2026. Recent contracts support expansion of ExxonMobil's CCS footprint in industrial hubs on the Gulf Coast. For you as an investor, these moves sit at the intersection of ExxonMobil's traditional chemicals business and its push into lower carbon services...

POET Technologies (NasdaqCM:POET) has drawn fresh attention after completing a US$150.000006 million registered direct follow on equity offering at US$7.25 per share, issuing 20,689,656 new common shares to investors. See our latest analysis for POET Technologies. The follow on offering and shelf registration have arrived during a weaker patch for the stock, with a 7 day share price return of 14.27% decline and a year to date share price return of 16.90% decline. However, the 1 year total...