U.S. Retail Distributors Stock News

NasdaqGS:POOL
NasdaqGS:POOLRetail Distributors

Is Pool Corp (POOL) Now Pricing In Too Much After Recent Share Price Rebound?

Wondering if Pool at around US$257 per share still lines up with its underlying business, or if the stock is now out of sync with its fundamentals. The share price has seen mixed returns, with a 0.8% move over the last 7 days, 7.6% over the last 30 days and 12.1% year to date. Over longer periods, the 1 year return sits at a 22.6% decline and the 3 and 5 year returns are 28.8% and 17.2% declines respectively. Recent coverage has focused on how Pool fits into broader consumer and housing...
NYSE:GLOB
NYSE:GLOBIT

Assessing Globant (GLOB) Valuation After Q3 2025 Beat And Enterprise AI 2.3 Launch

Q3 results and AI platform upgrade put Globant (GLOB) in focus Globant (GLOB) is back on investors’ radar after Q3 2025 revenues came in slightly above the top end of guidance, alongside strong free cash flow and an October upgrade to its Enterprise AI platform. See our latest analysis for Globant. Despite the Q3 beat and the Enterprise AI 2.3 upgrade, Globant’s recent share price momentum has been weak, with a 30 day share price return of a 17.64% decline and a 1 year total shareholder...
NYSE:DAL
NYSE:DALAirlines

Is It Too Late To Consider Delta Air Lines (DAL) After Recent Sector Price Swings?

Wondering if Delta Air Lines at around US$69.78 is offering you good value right now, or if most of the upside has already been priced in. The stock has delivered a 4.9% return over the last 7 days, a 3.4% decline over 30 days, is up 1.0% year to date, and has returned 4.0% over 1 year and 83.9% over 3 years, with a 67.9% return over 5 years providing useful longer term context. Recent price moves have come as investors continue to react to sector wide developments in aviation, including...
NYSE:NYT
NYSE:NYTMedia

New York Times (NYT) Margin Gains Reinforce Bullish Narratives Despite Premium P/E

The New York Times (NYT) closed out FY 2025 with Q4 revenue of US$802.3 million and basic EPS of US$0.80, compared with US$719.5 million of revenue and EPS of US$0.75 in the prior year’s Q4, pointing attention squarely to how efficiently the business is turning its top line into profit. Over the past six quarters, the company has seen quarterly revenue move from US$633.6 million in Q3 2024 to US$694.1 million in Q3 2025 and then to US$802.3 million in Q4 2025, while basic EPS ranged from...
NYSE:AMR
NYSE:AMRMetals and Mining

A Look At Alpha Metallurgical Resources (AMR) Valuation After Guiding To A Q4 2025 Net Loss

Alpha Metallurgical Resources (AMR) said it expects a preliminary unaudited net loss of US$17.3 million, or US$1.34 per diluted share, for the fourth quarter of 2025. This guidance update can directly influence sentiment around the stock. See our latest analysis for Alpha Metallurgical Resources. The preliminary guidance for a quarterly net loss appears to have cooled sentiment, with a 1-day share price return of 3.35% decline and a 7-day share price return of 8.73% decline. However, the...
NYSE:PLD
NYSE:PLDIndustrial REITs

How Investors May Respond To Prologis (PLD) Pivot Toward AI-Focused Micro Data Centers

In early February 2026, EPRI announced a collaboration with Prologis, NVIDIA, and InfraPartners to assess 5–20 megawatt micro data centers near underused utility substations, aiming to bring AI inference closer to where data is generated while easing pressure on the grid. This marks a meaningful shift for Prologis beyond traditional logistics facilities toward AI-oriented infrastructure, linking its real estate footprint directly to emerging compute needs at the edge of the power...
NYSE:IONQ
NYSE:IONQTech

IonQ Faces Wolfpack Report As Revenue Quality Takes Center Stage

Wolfpack Research issued a short report on NYSE:IONQ, alleging the company misled investors about the nature and durability of its revenue. The report highlights the loss of key Pentagon contracts that previously represented a large share of IonQ’s sales. IonQ disputes the accusations, pushing back on claims around revenue quality, insider stock sales, and recent acquisitions. The short report and IonQ’s rebuttal have intensified debate over the company’s credibility and future...
NYSE:CMP
NYSE:CMPMetals and Mining

Why Compass Minerals (CMP) Is Down 15.8% After Back-to-Basics Reshapes Earnings And Portfolio

Compass Minerals International reported past first-quarter 2026 results with sales of US$396.1 million and net income of US$18.6 million, reversing a loss a year earlier. An interesting development is the sale of its Wynyard sulfate of potash operation and a higher full-year adjusted EBITDA outlook under its “Back-to-Basics” plan. Next, we’ll examine how this earnings rebound, including higher adjusted EBITDA and lower leverage, shapes Compass Minerals International’s broader investment...
NYSE:HESM
NYSE:HESMOil and Gas

Hess Midstream (HESM) Valuation After Earnings Beat Higher Distribution And Shift To Capital Light Free Cash Flow Phase

Hess Midstream (HESM) just paired its fourth quarter 2025 earnings release with a higher cash distribution and outlined a pivot to a capital light, free cash flow focused phase after completing major infrastructure investments. See our latest analysis for Hess Midstream. Despite the earnings beat and higher cash distribution, Hess Midstream’s recent share price performance has been mixed. The stock has a 4.6% 1-month share price return and a 0.8% year-to-date share price return, while the...
NasdaqCM:BULL
NasdaqCM:BULLCapital Markets

A Look At Webull (BULL) Valuation After Launching Sports Prediction Markets With Kalshi

Webull (BULL) has drawn fresh attention after rolling out sports prediction markets through its partnership with Kalshi, giving users event based contracts tied to outcomes like the Big Game and economic indicators. See our latest analysis for Webull. The excitement around prediction markets and Webull’s upcoming appearance at the Fintech & DATS Investor Conference comes against a weak run for the stock, with a 30 day share price return of 32.72% and a 1 year total shareholder return of...
NasdaqGM:APPN
NasdaqGM:APPNSoftware

Is Appian’s (APPN) AI‑Led Public Sector Momentum Plus Pegasystems Windfall Reframing Its Investment Story?

In recent research, Appian reported that AI is now embedded in the daily work of a majority of Australian public sector employees, while the company continues to promote its unified low‑code platform that combines process automation, AI, and enterprise data for complex workflows. Appian also stands to gain from a very large trade secrets judgment against Pegasystems, backed by US$500 million in Judgment Preservation Insurance, which could materially influence its financial flexibility and...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

AI Agents From Anthropic And OpenAI Test Datadog’s Monitoring Role

New concerns are emerging that advanced AI models from Anthropic and OpenAI could reduce the need for traditional software platforms like Datadog. Commentary around autonomous AI agents has intensified recently, raising questions about the long term role of observability tools and monitoring platforms. This shift in sentiment is drawing fresh attention to Datadog’s business model and how it might adapt as AI capabilities expand. For Datadog, ticker NasdaqGS:DDOG, this debate comes at a time...
NYSE:NABL
NYSE:NABLSoftware

Assessing N‑able (NABL) Valuation After Recent Share Price Weakness

Event overview and recent price context N-able (NABL) has drawn investor attention after a period of weaker share performance, with the stock down around 5% over the past day and about 24% over the past month. See our latest analysis for N-able. The latest move takes N-able’s share price to US$5.51 and extends a weaker trend, with a 30 day share price return of 24.21% and a 1 year total shareholder return of 43.55% in decline. This suggests sentiment has cooled and investors may be...
NYSE:SRE
NYSE:SREIntegrated Utilities

Sempra Hydrogen Petition Seeks Faster Clarity On Future Gas Investments

Sempra subsidiaries Southern California Gas Co. and San Diego Gas & Electric have petitioned California regulators to drop a 5% hydrogen blending demonstration requirement. The filing argues that existing research and operational data are sufficient to assess low level hydrogen blending safety without new pilot projects. The request targets rules that would have required utilities to complete demonstration projects before regulators consider a systemwide hydrogen blending standard. Sempra,...
NYSE:VRT
NYSE:VRTElectrical

Vertiv Targets AI Data Center Growth With Nvidia Deal And High-Valuation Test

Vertiv Holdings Co (NYSE:VRT) is expanding its AI infrastructure portfolio with upgraded liquid-cooling systems tailored for high-performance data centers. The company has entered a direct partnership with Nvidia to support AI-focused compute environments. Vertiv is planning an 800-volt direct current product portfolio aimed at next generation power needs for AI workloads. R&D investment plans for 2026 are increasing, focused on liquid cooling and high-voltage infrastructure...
NYSE:WHR
NYSE:WHRConsumer Durables

Whirlpool’s TIME Honor Puts Brand Strength And US Manufacturing In Focus

Whirlpool (NYSE:WHR) has been named to TIME's inaugural "America’s Most Iconic Companies" list. The company is the only home appliance brand included, recognized for its cultural impact and commitment to U.S. manufacturing. This recognition highlights Whirlpool’s long history in American households and its continued domestic production footprint. For investors tracking Whirlpool at a share price of $85.09, this recognition arrives alongside mixed recent return data. The stock is up 10.6%...
NYSE:MANU
NYSE:MANUEntertainment

Is Manchester United (MANU) Pricing Reflect Its Mixed Returns And Higher Sales Multiple

If you have ever wondered whether Manchester United's stock price matches your view of the club's global stature, this is a good moment to look closely at what the market is actually paying for the shares. The stock recently closed at US$16.99, with a 7.7% return year to date, a 5.9% return over 1 year, a 6.4% gain over 30 days, but a 4.4% decline over the last week and a 33.1% decline over 3 years, which gives a mixed picture for investors weighing potential and risk. Recent coverage has...
NasdaqGS:EXEL
NasdaqGS:EXELBiotechs

FDA NDA Move Puts Exelixis Colorectal Cancer Bet To The Test

FDA accepts Exelixis' New Drug Application for zanzalintinib plus atezolizumab in metastatic colorectal cancer. The application is based on pivotal trial data for patients with advanced disease. This step moves the investigational combination closer to potential commercial use in the United States. For investors watching NasdaqGS:EXEL, this FDA filing milestone is an important datapoint in the company’s oncology pipeline. Exelixis focuses on cancer therapies, and colorectal cancer is a...
NasdaqGS:HAS
NasdaqGS:HASLeisure

Is Hasbro (HAS) Leaning Too Heavily on 1980s IP to Drive Its Franchise Strategy?

In late January 2026, Hasbro announced a licensing collaboration with Amazon MGM Studios to produce action figures, toys and roleplay products tied to the upcoming live-action Voltron movie. The deal highlights how Hasbro is leaning on legacy 1980s franchises to deepen its entertainment-driven merchandise portfolio and tap into multi-generational fandom. We’ll now examine how this new Voltron licensing partnership with Amazon MGM Studios shapes Hasbro’s investment narrative around...
NYSE:JHG
NYSE:JHGCapital Markets

Is Janus Henderson Group (JHG) Still Priced Attractively After Strong Multi‑Year Share Gains

If you are wondering whether Janus Henderson Group's current share price still makes sense, you are not alone. Many investors are asking if the stock offers solid value at today's level. The shares last closed at US$48.19, with returns of 0.5% over 7 days, 0.3% over 30 days, 0.9% year to date and 9.3% over 1 year, while 3-year and 5-year returns sit at very large levels close to a 2x gain. Recent attention on Janus Henderson Group has been shaped by coverage of its position in the global...
NasdaqGS:SHOP
NasdaqGS:SHOPIT

Is Swanson’s AI Subscription Push Hinting At A Deeper Evolution In Shopify’s (SHOP) Value Proposition?

In early February 2026, Swanson Health announced it had completed a rapid migration from legacy systems to a new eCommerce and subscription stack built on Shopify and Ordergroove, aiming to deliver more personalized, efficient customer experiences across mobile and desktop. A distinctive aspect of this rollout is Swanson’s plan to blend Shopify’s commerce tools with Ordergroove’s AI-driven subscription intelligence to create adaptive journeys that convert first-time shoppers into long-term...
NYSE:BLK
NYSE:BLKCapital Markets

BlackRock Links Record Bitcoin ETF Volumes With New Digital Advice Push

BlackRock (NYSE:BLK) reported record-breaking daily trading activity in its spot Bitcoin ETF, IBIT, during a recent period of heightened crypto market volatility. The firm advanced its presence in digital investment services through partnerships, including JioBlackRock Personalised Investment Advice with Jio Financial Services. Together, these developments highlight BlackRock's push into both listed digital asset products and technology-led advisory platforms. For you as an investor, this...