U.S. Retail Distributors Stock News

NYSE:PBF
NYSE:PBFOil and Gas

A Look At PBF Energy’s (PBF) Valuation As Analyst Upgrade Follows Martinez Restart And Insurance Recoveries

PBF Energy (PBF) is back in focus after an analyst upgrade tied to expectations for tighter refining balances, as well as the restart of its Martinez refinery operations and insurance recoveries that support liquidity and the balance sheet. See our latest analysis for PBF Energy. The recent analyst upgrade and Martinez restart come after a mixed stretch for investors, with a 26.66% 1 month share price return contrasting with a 6.56% 3 month share price decline and a 3 year total shareholder...
NYSE:T
NYSE:TTelecom

AT&T Taps AWS And Lumen Fiber Deal As Valuation Gap Widens

AT&T (NYSE:T) has entered into a new partnership with Amazon Web Services and Amazon Leo to modernize connectivity infrastructure across the United States and expand cloud based and AI driven network capabilities. The company has also completed its acquisition of Lumen’s Mass Markets fiber business, adding a sizable consumer and small business fiber footprint across 32 states. These moves are intended to extend broadband access, including in underserved areas, and deepen AT&T’s role in next...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Is It Time To Reassess Airbnb (ABNB) After Recent Share Price Declines

If you are wondering whether Airbnb's share price reflects its long term potential or if the market is mispricing it right now, this article will walk through the numbers in a clear, valuation focused way. Airbnb recently closed at US$121.27, with returns of an 8.0% decline over the past week, a 12.1% decline over the past month, and an 8.8% decline year to date, while the 1 year return sits at an 8.5% decline and the 5 year return at a 44.1% decline. These moves have come as investors...
NasdaqGS:LZ
NasdaqGS:LZProfessional Services

Is LegalZoom (LZ) Prepared For Index Inclusion Just As AI Challenges Its Core Model?

In late January 2026, LegalZoom.com, Inc. was added to multiple S&P indices, including the S&P SmallCap 600 and S&P Composite 1500, reflecting its inclusion in key U.S. equity benchmarks. A few days later, investor concerns about new AI-based lawyer automation tools from Anthropic raised fresh questions about how emerging technology could affect online legal service platforms like LegalZoom. Next, we’ll examine how LegalZoom’s index inclusions and rising AI disruption questions shape the...
NYSE:UTI
NYSE:UTIConsumer Services

Universal Technical Institute Q1 Margin Compression Challenges Bullish Growth Narratives

Universal Technical Institute (UTI) opened Q1 2026 with revenue of US$220.8 million and basic EPS of US$0.24, alongside net income excluding extras of US$12.8 million, setting a clear snapshot of its most recent quarter. The company reported revenue of US$201.4 million in Q1 2025 and US$220.8 million in Q1 2026, while basic EPS moved from US$0.41 to US$0.24 over the same period. This gives investors a mixed first impression and puts the focus squarely on how margins are evolving beneath the...
NYSE:TDY
NYSE:TDYElectronic

Teledyne’s Defense Wins Highlight Role In Specialized Tech And Valuation

Teledyne Technologies (NYSE:TDY) secured a $17.5 million contract from armasuisse for Teledyne FLIR Defense Black Hornet 4 Personal Reconnaissance Systems. The agreement expands deployment of nano-drone technology across military platforms used by Switzerland. Separately, Teledyne presented autonomous underwater anti-submarine warfare technology to NATO members during an exercise in Iceland. For you as an investor, these developments highlight how Teledyne Technologies positions itself...
NYSE:MLM
NYSE:MLMBasic Materials

A Look At Martin Marietta Materials (MLM) Valuation After Recent Share Price Momentum

Martin Marietta Materials (MLM) has drawn investor attention recently, with the share price around $670.95 and total returns of 24% over the past year and 93% over the past 3 months. See our latest analysis for Martin Marietta Materials. The recent 2.7% 7 day share price return and 3 month share price return of 9.9% suggest momentum has been building, while the 1 year total shareholder return of 23.7% points to a solid longer term performance profile. If this price strength has you looking...
NYSE:SNDR
NYSE:SNDRTransportation

Schneider National CEO Handover Puts Execution And Governance In Focus

Schneider National (NYSE:SNDR) announced a planned leadership transition, with Jim Filter set to become CEO. Current CEO Mark Rourke will move into the role of Executive Chairman as part of the succession plan. The transition highlights Schneider National’s focus on continuity while bringing Filter’s operational and commercial background to the top role. Schneider National is a major player in truckload, intermodal, and logistics services, so a leadership change at the top matters for...
NYSE:AIG
NYSE:AIGInsurance

Is It Time To Reassess AIG (AIG) After Recent Share Price Swings?

If you are wondering whether American International Group's current share price still lines up with its underlying worth, you are not alone. This article is built to help you frame that question clearly. The stock last closed at US$75.96, with recent returns of 2.2% over 7 days, a 2.7% decline over 30 days, a 9.9% decline year to date and gains of 4.0% over 1 year, 33.4% over 3 years and 104.6% over 5 years. This pattern hints that the market has shifted its view several times over different...
NYSE:PSX
NYSE:PSXOil and Gas

Is Phillips 66 (PSX) Still Attractively Priced After Its Strong Multi‑Year Share Price Run

If you are wondering whether Phillips 66 is still attractively priced after its recent run, this breakdown will help you see what the current share price might be implying. The stock last closed at US$154.43, with returns of 7.2% over the past week, 13.0% over the past month, 18.3% year to date and 32.6% over the past year, alongside 68.6% over three years and 143.1% over five years. Recent coverage around Phillips 66 has focused on how investors are reassessing refiners and energy...
NasdaqGS:ROAD
NasdaqGS:ROADConstruction

Construction Partners (ROAD) Profit Surge Reinforces Bullish Narratives Despite Rich Valuation Concerns

Q1 2026 headline results and recent momentum Construction Partners (ROAD) opened its Q1 2026 update with total revenue of US$809.5 million and basic EPS of US$0.31, anchored by net income of US$17.2 million for the quarter. Over recent periods, the company has seen revenue move from US$561.6 million and a basic EPS loss of US$0.06 in Q1 2025 to US$899.8 million with EPS of US$1.02 in Q4 2025. Trailing 12 month EPS reached US$2.20 on net income of US$122.0 million. This sets the stage for...
NasdaqGS:INTU
NasdaqGS:INTUSoftware

Evaluating Intuit (INTU) After AI Jitters OpenAI Enterprise Launch And Analyst Downgrades

Intuit (INTU) is back in focus after a steep selloff in software stocks, as fresh AI disruption worries, OpenAI’s new enterprise platform, and analyst downgrades collide with new product partnerships such as Affirm integration. See our latest analysis for Intuit. Those AI worries and analyst downgrades have shown up clearly in the chart, with Intuit’s share price down 32.8% on a 1 month basis and 30.9% year to date, while the 5 year total shareholder return of 9.8% is far less dramatic...
NasdaqGS:NTSK
NasdaqGS:NTSKSoftware

Reassessing Netskope (NTSK) Valuation After A Sharp Short Term Share Price Pullback

Why Netskope Stock Is Drawing Investor Attention Netskope (NTSK) is back on investors’ radar after recent trading moves, with the share price sitting at US$11.53 and short term returns under pressure over the past week and month. See our latest analysis for Netskope. The 1 day share price return of a 12.09% decline and a 7 day share price return of a 24.92% decline sit within a tougher stretch, with the 90 day share price return down 48.36%. This signals fading momentum despite Netskope’s...
NYSE:TMO
NYSE:TMOLife Sciences

Thermo Fisher Resets Footprint With Franklin Closure And US$9b Clario Deal

Thermo Fisher Scientific (NYSE:TMO) is closing its Franklin, Massachusetts facility and winding down operations, with significant job reductions as part of a broader restructuring. The company has agreed to acquire clinical trial and digital data specialist Clario for about $9 billion in cash. These moves reshape Thermo Fisher’s operational footprint and expand its reach in clinical research and digital health solutions. For investors watching NYSE:TMO, these announcements come at a time of...
NYSE:NOC
NYSE:NOCAerospace & Defense

Assessing Northrop Grumman (NOC) Valuation After Earnings Strength And New Defense Contract Wins

Northrop Grumman (NOC) is back in focus after reporting full year 2025 earnings, with revenue of US$41.954b and net income of US$4.182b, along with new defense contract wins in microelectronics and threat training systems. See our latest analysis for Northrop Grumman. The earnings release and fresh contracts in microelectronics and threat training systems come after a strong run in the shares, with a 30 day share price return of 14.1% and a 1 year total shareholder return of 51.9%, which...
NasdaqGM:GCT
NasdaqGM:GCTRetail Distributors

Assessing GigaCloud Technology (GCT) Valuation After Strong Multi Year Returns And Mixed Near Term Performance

Why GigaCloud Technology (GCT) is on investors’ radar today GigaCloud Technology (GCT) has drawn attention after recent trading, with the stock last closing at $38.57 and showing mixed short term performance, including a 1 day decline and a weaker past month. For context, the shares show a negative past week return and a negative month move, set against a positive past 3 months and a strong 1 year total return. That blend of shorter term softness and longer term strength is where many...
NasdaqCM:NAGE
NasdaqCM:NAGEPersonal Products

A Look At Niagen Bioscience (NAGE) Valuation As New Partner Launches And Clinical Data Gain Attention

Recent coverage around Niagen Bioscience (NAGE) has focused on upcoming launches with major consumer product partners and fresh clinical data tied to its FDA recognized nicotinamide riboside, which has pushed the stock back onto investors’ watchlists. See our latest analysis for Niagen Bioscience. Despite the recent excitement around new partner launches and clinical readouts, Niagen Bioscience’s share price has pulled back. The 30 day share price return shows a 24.11% decline and the 90 day...
NYSE:BRBR
NYSE:BRBRPersonal Products

BellRing Lawsuits Put Growth Story And Demand Assumptions Under Scrutiny

Multiple securities class action lawsuits have been filed against BellRing Brands (NYSE:BRBR), alleging the company misled investors about the drivers of its sales growth. Plaintiffs claim BellRing tied strong sales to sustainable demand rather than customer inventory stockpiling and did not fully disclose weakening demand and rising competition. The lawsuits, which also name certain executives, raise questions about BellRing's disclosures and could affect investor confidence and corporate...
NYSE:MGM
NYSE:MGMHospitality

Is MGM Resorts International (MGM) Pricing Look Interesting After Recent Share Price Moves

If you are wondering whether MGM Resorts International is priced fairly or offering value right now, you will want to look closely at how its current share price lines up with different valuation checks. The stock recently closed at US$36.28, with returns of 8.8% over the past 7 days, 1.5% over 30 days, a slight return of negative 0.6% year to date, 5.2% over 1 year, negative 17.7% over 3 years, and 2.8% over 5 years. This set of figures gives a mixed picture of recent and longer term...
NYSE:PWR
NYSE:PWRConstruction

Assessing Quanta Services (PWR) Valuation After Strong Growth And Data Center Power Optimism

Recent gains in Quanta Services (PWR) have drawn attention as investors weigh the company’s revenue and earnings growth, sizeable contract backlog, and upcoming February 19 earnings report against rising interest in data center power infrastructure. See our latest analysis for Quanta Services. The recent 1 month share price return of 9.01% and 1 day move of 2.83%, taking Quanta Services to US$477.72, sit alongside a 1 year total shareholder return of 53.74% and a very large 5 year total...
NasdaqGS:MDLZ
NasdaqGS:MDLZFood

Mondelez Expands Luca Zaramella’s Role As Investors Weigh Execution Risks

Mondelez International (NasdaqGS:MDLZ) has appointed longtime CFO Luca Zaramella as Chief Operating Officer. Zaramella will oversee commercial operations, sales, marketing, and supply chain while the company searches for a new CFO. He will temporarily hold both the COO and CFO positions, concentrating executive authority over Mondelez's global operations. For investors watching Mondelez International at a share price of $60.31, this leadership change follows mixed medium term returns. The...
NYSE:WEC
NYSE:WECIntegrated Utilities

A Look At WEC Energy Group (WEC) Valuation After Earnings Beat And Illinois Settlement

Why WEC Energy Group Is Back in Focus WEC Energy Group (WEC) landed on investor radars after fourth quarter results topped earnings and revenue forecasts, paired with reaffirmed 2026 guidance and a proposed settlement that clears key Illinois regulatory issues. See our latest analysis for WEC Energy Group. After the earnings beat, reaffirmed 2026 guidance and the proposed Illinois settlement, the current US$111.94 share price sits against a 30 day share price return of 5.65% and a 1 year...
NYSE:TOL
NYSE:TOLConsumer Durables

Toll Brothers (TOL) Valuation Check After New Luxury Community Launches Across Key US Markets

Toll Brothers (TOL) has been busy, rolling out and planning new luxury communities across Florida, California, Nevada, Georgia, Pennsylvania, Michigan, New York, Texas, and more. This burst of development helps frame how investors might think about the stock today. See our latest analysis for Toll Brothers. The recent string of community launches across Florida, California, Nevada, Georgia, Pennsylvania, Michigan, New York, Texas, and New Jersey has come alongside a 30 day share price return...
NasdaqGS:VTRS
NasdaqGS:VTRSPharmaceuticals

Is Viatris’ New Deal-Tested CLO a Turning Point in Its Transformation Strategy (VTRS)?

Viatris Inc. recently announced that veteran pharmaceutical lawyer Matthew J. Maletta will become Chief Legal Officer on February 9, 2026, succeeding long-serving CLO Brian Roman, who will stay on as an advisor until April 1, 2026 to support the handover. Maletta’s background in managing complex transactions and legal teams across both generic and branded drug companies introduces a new legal leadership profile for Viatris as it continues its operational transformation. We’ll now examine how...