U.S. Retail Distributors Stock News

NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Greg Abel Era At Berkshire Hathaway And The New Alphabet Opportunity

Greg Abel is set to succeed Warren Buffett as CEO of Berkshire Hathaway, marking a historic leadership transition at NYSE:BRK.A. Alongside the handover, Berkshire is adding a significant new position in Alphabet, increasing its exposure to large technology platforms. The shift comes as Berkshire shares most recently closed at $751,424.99 and the company weighs how to position its sizable capital base. Berkshire Hathaway, trading as NYSE:BRK.A, sits at a share price of $751,424.99. This...
NYSE:EAT
NYSE:EATHospitality

Assessing Brinker International's Valuation After Strong Quarter And Raised Guidance Attract Analyst Upgrades

Brinker International (EAT) is back in focus after a strong quarter, raised full year guidance, and a run of upbeat earnings estimate revisions that have drawn fresh attention from Wall Street and rating agencies. See our latest analysis for Brinker International. Despite a softer 1-day share price return of 0.9% and a 7-day share price return of 1.29%, Brinker International’s 30-day share price return of 2.15% and 90-day share price return of 25.9% sit alongside a 3-year total shareholder...
NasdaqCM:ONDS
NasdaqCM:ONDSCommunications

Is It Too Late To Consider Ondas (ONDS) After Its Recent Share Price Pullback?

Investors may be wondering whether Ondas at around US$9.31 is still offering value after its big run, or if most of the opportunity has already been priced in. The stock has pulled back with a 3.8% decline over the last week and a 23.4% decline over the last month, even after very large 1 year and 363.2% 3 year returns. Recent coverage has focused on Ondas as a higher growth, higher risk name, with attention on how its technology and market positioning could affect future cash flows and...
NasdaqGS:PAGP
NasdaqGS:PAGPOil and Gas

Has The Plains GP Holdings (PAGP) Rally Left Further Upside On The Table?

Wondering if Plains GP Holdings at around US$21.59 is offering solid value today, or if the easy money has already been made? This article walks through what the current price really implies. The stock has posted returns of 3.4% over the past week, 5.1% over the past month, 11.2% year to date and 8.6% over the last year, with a very large 3 year return and a 259.0% return over 5 years that may be catching more investor attention. Recent coverage has focused on Plains GP Holdings as an energy...
NasdaqGS:DOX
NasdaqGS:DOXIT

A Look At Amdocs (DOX) Valuation After Guidance Cut And CEO Transition

Amdocs (DOX) shares are in focus after the company lowered its fiscal 2026 earnings guidance and confirmed CEO Shuky Sheffer will retire, with Group President Shimie Hortig set to take over. See our latest analysis for Amdocs. The latest guidance cut and leadership transition appear to have weighed on sentiment, with a 30 day share price return showing a decline of 17.36% and a 1 year total shareholder return showing a decline of 20.76%, pointing to fading momentum despite the recent $69.23...
NYSE:QBTS
NYSE:QBTSSoftware

D-Wave Quantum Expands With Quantum Circuits Deal And Enterprise QCaaS Growth

D-Wave Quantum (NYSE:QBTS) agreed to acquire Quantum Circuits in a US$550 million deal, expanding from quantum annealing into gate-model quantum computing. The company secured a US$10 million, two year enterprise contract with a Fortune 100 customer for its quantum computing services. Management describes the Quantum Circuits technology as potentially reducing error rates and supporting development of gate-based, error-corrected processors. D-Wave Quantum focuses on commercial quantum...
NYSE:FTI
NYSE:FTIEnergy Services

How Investors May Respond To TechnipFMC (FTI) Buybacks Amid Margin Pressures And Earnings Anticipation

TechnipFMC recently drew attention with an active share buyback program and unusually heavy trading, highlighting shifting investor focus on the company’s capital allocation and liquidity profile. With fourth-quarter 2025 results, released on 19 February 2026, expected to reflect strong Subsea contributions but pressured margins from inflation and tight labor markets, investors are weighing how resilient the core business really is. We’ll now examine how anticipation of earnings and the...
NYSE:TRU
NYSE:TRUProfessional Services

Should TransUnion’s (TRU) Confident 2026 Outlook and Capital Returns Require Action From Investors?

In February 2026, TransUnion reported past fourth-quarter 2025 results showing higher sales and earnings, issued 2026 guidance calling for mid‑single‑digit to high‑single‑digit revenue and earnings growth, raised its quarterly cash dividend to US$0.125 per share, and completed a US$300.89 million share repurchase program. The combination of stronger recent performance, upbeat forward guidance, a higher dividend, and completed buybacks underlines management’s confidence in cash generation and...
NasdaqGS:TTWO
NasdaqGS:TTWOEntertainment

Take-Two Interactive (TTWO) Is Down 8.1% After Raising Guidance Amid Ongoing Net Losses

In early February 2026, Take-Two Interactive reported fiscal third-quarter revenue of US$1,699.0 million and a reduced net loss of US$92.9 million, while also issuing guidance for a full-year net loss of US$338.0 million to US$369.0 million on revenue of US$6,550.0 million to US$6,600.0 million. The combination of higher quarterly revenue, a narrowing loss, and raised full-year guidance has prompted analysts to highlight improving execution across Take-Two’s platforms and operations,...
NYSE:NEM
NYSE:NEMMetals and Mining

Is It Too Late To Consider Newmont (NEM) After A 169% One Year Surge?

If you are wondering whether Newmont shares still offer value after a strong run, this article will walk through what the current price could mean for long term investors. Newmont's share price recently closed at US$125.80, with returns of 3.5% over the last 7 days, 10.2% over 30 days, 24.3% year to date and 169.3% over the last year, as well as 202.0% over 3 years and 159.2% over 5 years. Recent coverage of Newmont has focused on its position as a major gold producer and its scale in the...
NYSE:WK
NYSE:WKSoftware

Is Workiva (WK) Now An Opportunity After Prolonged Share Price Weakness?

If you are wondering whether Workiva's current share price reflects its true worth, you are not alone. This article walks through what that could mean for long term holders and for new investors looking at the stock for the first time. Workiva's shares last closed at US$61.93, with returns of an 11.5% decline over 7 days, 27.8% decline over 30 days, 25.4% decline year to date and 31.0% decline over 1 year, while the 3 year and 5 year returns are 27.6% decline and 39.8% decline...
NYSE:BA
NYSE:BAAerospace & Defense

Boeing Faces Starliner Setback As JDAM LR Progress Shapes Investor Focus

NASA has delayed Boeing's Starliner program again and shifted its commercial crew contract to limit Starliner to cargo-only missions for now. This move represents a setback for Boeing's crewed spaceflight ambitions and introduces fresh execution questions around its space portfolio. Separately, Boeing is rolling out upgrades to its JDAM LR munitions line, adding new capabilities for long range precision weapons. For investors watching Boeing (NYSE:BA), these announcements come alongside a...
NYSE:JPM
NYSE:JPMBanks

JPMorgan Chase AI And Blockchain Push Meets Valuation Gap For Investors

JPMorgan Chase (NYSE:JPM) has appointed Guy Halamish as its new Chief Operating Officer to lead the bank's expansion in artificial intelligence. The bank is integrating its Kinexys Liink blockchain network with Nacha's Phixius platform to support secure, real-time payment account validation. These moves highlight the bank's focus on AI, data and secure payments infrastructure across its core operations. For you as an investor, this combination of a new AI focused COO and a blockchain based...
NYSE:VRT
NYSE:VRTElectrical

Vertiv Holdings Co (VRT) Is Up 17.5% After AI Backlog Drives Strong 2025 Results And 2026 Outlook

Vertiv Holdings Co recently reported fourth-quarter and full-year 2025 results, with revenue rising to US$2.88 billion for the quarter and US$10.23 billion for the year, alongside a sharp increase in net income and earnings per share. Management also issued 2026 guidance calling for US$13.25 billion to US$13.75 billion in net sales and GAAP diluted EPS of about US$5.32, underpinned by a very large backlog driven by AI and data center demand. Next, we’ll examine how this backlog-fueled 2026...
NasdaqGS:GLBE
NasdaqGS:GLBEMultiline Retail

Will Global-E’s (GLBE) Upgraded 2025 Outlook and Profit Turn Change Its Growth Narrative?

Global-E Online recently reported that gross merchandise volume climbed 33% and revenue rose 25%, with net profit turning positive and full-year 2025 revenue guidance raised alongside an adjusted EBITDA outlook of US$185.6 million to US$200 million. Analysts have also lifted their revenue estimates for 2025 and 2026, with 2026 revenue now projected at US$1.18 billion, reflecting growing confidence in Global-E’s cross-border e-commerce model and execution. Next, we’ll examine how Global-E’s...
NYSE:LMND
NYSE:LMNDInsurance

Assessing Lemonade (LMND) Valuation As AI Growth Optimism Builds Ahead Of Earnings

Recent commentary around Lemonade (LMND) has focused on upbeat projections for premiums, revenue and customer growth, as the insurer leans on AI driven expansion ahead of an earnings report that is drawing investor attention. See our latest analysis for Lemonade. The upbeat expectations around premiums and customer growth are playing out against a mixed price backdrop. A recent 2.91% 1 day share price gain to $63.76 follows a 30 day share price return of negative 19.71% and a much stronger 1...
NYSE:TSM
NYSE:TSMSemiconductor

TSMC Record Sales Highlight AI Packaging Push And Valuation Trade Off

TSMC (NYSE:TSM) reports its highest monthly sales on record, supported by strong demand for AI chips. The company increases capital spending on advanced packaging capacity, including technologies such as co-packaged optics. These moves highlight a shift in focus toward packaging and system-level design, alongside traditional transistor scaling. As the largest dedicated contract chipmaker, TSMC sits at the center of AI processor manufacturing for leading chip designers. Growing interest in...
NYSE:CHD
NYSE:CHDHousehold Products

Is It Time To Reassess Church & Dwight (CHD) After Its Recent Share Price Climb?

If you are wondering whether Church & Dwight is fairly priced at its recent levels, you are not alone. This article is aimed at helping you judge what you might really be paying for the stock. The share price recently closed at US$101.45, with returns of 2.5% over 7 days, 12.0% over 30 days, 22.8% year to date, and a 1.1% decline over the past year, alongside 25.1% over 3 years and 32.8% over 5 years. Recent news around household and personal care companies has focused on how brands with...
NYSE:V
NYSE:VDiversified Financial

Assessing Visa (V) Valuation After Recent Share Price Weakness

Visa stock: recent performance and business snapshot Visa (V) has drawn fresh attention after a period of weaker share performance, with the stock showing negative returns over the past week, month, past 3 months, year to date, and past year. At a recent close of US$314.08, Visa continues to operate a large global payments network through VisaNet. The company generates annual revenue of US$41.391b and net income of US$20.592b from its payment processing and related services. See our latest...
NYSE:SITE
NYSE:SITETrade Distributors

Assessing SiteOne (SITE) Valuation After Earnings Growth Analyst Updates And Insider Selling

SiteOne Landscape Supply (SITE) is back in focus after reporting fourth quarter and full year 2025 results, with higher sales and net income, followed by fresh analyst commentary and increased insider selling activity. See our latest analysis for SiteOne Landscape Supply. The recent earnings update, buyback progress and a pick up in analyst coverage have come alongside a 90 day share price return of 24.21% and a 1 year total shareholder return of 9.51%. This suggests strong short term...
NYSE:CCI
NYSE:CCISpecialized REITs

Why Crown Castle (CCI) Is Up 6.9% After Swinging Back To Profit But Guiding For 2026 Losses

Crown Castle Inc. recently reported its fourth quarter and full-year 2025 results, with full-year revenue of US$4,264 million and net income of US$444 million, compared with a very large net loss in the prior year. At the same time, management issued 2026 guidance calling for a projected net loss of US$780 million, highlighting a sharp contrast between the return to profitability in 2025 and expectations for renewed losses ahead. We’ll now examine how the shift from 2025 profitability to an...
NasdaqGS:CAR
NasdaqGS:CARTransportation

Avis Wedding Push Tests Premium Growth Story And Margin Potential

Avis Budget Group (NasdaqGS:CAR) is expanding its presence in the growing wedding car rental market with new luxury-focused services. The company is leaning into event-driven travel demand by tailoring premium offerings for weddings and related celebrations. Digital booking tools are being used to make it easier for customers to plan and reserve wedding transportation. Avis Budget Group, known for its global rental brands, is moving further into higher end, event centric services as...
NasdaqGS:CASY
NasdaqGS:CASYConsumer Retailing

A Look At Casey's General Stores (CASY) Valuation After Q2 Earnings Growth And Store Expansion

Casey's General Stores (CASY) is back in focus after reporting 14% earnings growth in Q2 fiscal 2026, alongside a 9% rise in store count, with management reiterating expectations for mid teen EBITDA growth. See our latest analysis for Casey's General Stores. The recent Q2 update, dividend payment of US$0.57 per share, and February share price move that saw Casey's touch an intraday high near its 52 week peak all sit against a strong backdrop. A 90 day share price return of 19.61% and a 1 year...
NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

Is It Time To Reassess Fiserv (FISV) After A 74.9% One Year Share Price Slump

If you are wondering whether Fiserv's current share price reflects its true value, this article walks through the key numbers so you can judge for yourself. The stock last closed at US$59.36, after returns of a 5.2% decline over 7 days, a 10.5% decline over 30 days, a 9.5% decline year to date, a 74.9% decline over 1 year, a 47.8% decline over 3 years and a 48.7% decline over 5 years. Recent coverage has focused on Fiserv as a major player in payments and financial technology, including its...