U.S. Retail Distributors Stock News

NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet AI Probes Test Search Ad Economics And Long Term AI Spend

Alphabet, ticker NasdaqGS:GOOGL, is facing a new EU antitrust investigation into how it prices search ads that rely on its artificial intelligence tools. In the United States, Senator Elizabeth Warren has opened a probe into whether Google's Gemini AI integration could lead to consumer manipulation and privacy issues. These parallel actions focus on Alphabet's AI powered monetization and could affect how it deploys AI across search and advertising. For investors tracking NasdaqGS:GOOGL,...
NYSE:APO
NYSE:APODiversified Financial

Why Apollo (APO) Is Down 6.0% After Earnings, Dividends And Governance Scrutiny – And What's Next

In early February 2026, Apollo Global Management reported fourth-quarter 2025 revenue of US$9.86 billion and net income of US$684 million, while also declaring cash dividends on its common and mandatory convertible preferred stock and announcing leadership changes and new partnerships in Europe and wealth channels. At the same time, a shareholder investigation into Apollo’s historical discussions about tax arrangements with Jeffrey Epstein has intensified scrutiny of the firm’s governance...
NYSE:AAT
NYSE:AATREITs

A Look At American Assets Trust (AAT) Valuation After Weaker Earnings And A New Quarterly Dividend

American Assets Trust (AAT) is in focus after reporting fourth quarter and full year 2025 results that showed lower sales, revenue, and net income, alongside declaring a first quarter 2026 cash dividend. See our latest analysis for American Assets Trust. The earnings update and dividend declaration come as American Assets Trust’s share price trades at US$18.56, with a 1-month share price return of 3.23% but a 1-year total shareholder return decline of 10.97%. This suggests that recent...
NasdaqGS:AMGN
NasdaqGS:AMGNBiotechs

A Look At Amgen (AMGN) Valuation After Strong Q4 Results And New UPLIZNA Approval

What Amgen’s latest quarter and new approval could mean for investors Amgen (AMGN) is back on investors’ radar after reporting fourth quarter and full year 2025 results alongside fresh 2026 guidance, with European regulators also clearing a new use for its rare disease drug UPLIZNA. Those updates arrive with the stock up around 12% over the past month and about 31% over the past year, raising the question of how much of this recent news is already reflected in the current US$369.19 share...
NYSE:SWK
NYSE:SWKMachinery

How Investors Are Reacting To Stanley Black & Decker (SWK) Margin Gains Amid Softer Retail Demand

Stanley Black & Decker reported past fourth-quarter 2025 sales of US$3,684.6 million and net income of US$158.2 million, with both revenue and earnings per share easing compared with the prior year, while full-year 2025 net income rose despite slightly lower sales. Management highlighted that softer retail demand, tariff-driven price increases, and heavier promotions weighed on volumes, even as cost-cutting and operational efficiencies supported improved margins, and the company prepares to...
NasdaqGS:COIN
NasdaqGS:COINCapital Markets

Coinbase Global (COIN) Valuation After Q4 Miss Strong Free Cash Flow Buyback Expansion And Diversification Push

Coinbase Global (COIN) has just delivered a mixed fourth quarter, combining weaker earnings with a sharp share price rebound, strong free cash flow, and an expanded buyback that is drawing fresh investor attention. See our latest analysis for Coinbase Global. That 16.46% 1 day share price return, taking Coinbase Global to US$164.32, comes after a much weaker stretch, including a 30.53% year to date share price decline and a 40.10% 1 year total shareholder return loss. At the same time, the 3...
NYSE:CLH
NYSE:CLHCommercial Services

Will Cautious Earnings Estimates Amid Growth Expectations Change Clean Harbors' (CLH) Investment Narrative?

Clean Harbors is set to report results for the quarter ended December 2025, with the market expecting higher earnings and revenue compared with a year earlier, and this report was scheduled for release on February 18, 2026. An interesting twist is that the Most Accurate Estimate sits below the broader Zacks Consensus Estimate, highlighting a recent, more cautious analyst stance on the company’s earnings outlook. Now we’ll examine how this more cautious earnings outlook, despite expectations...
NasdaqGS:TW
NasdaqGS:TWCapital Markets

Assessing Tradeweb Markets (TW) Valuation After MAXEX Collaboration And Recent Growth Signals

Tradeweb Markets (TW) is back in focus after its new collaboration and investment in MAXEX, linking electronic trading with a digital mortgage exchange to reach deeper into U.S. residential mortgage loans and broader private credit. See our latest analysis for Tradeweb Markets. The MAXEX tie-up comes on the heels of stronger recent news flow, including higher quarterly revenue and net income, a larger quarterly dividend and a fresh share repurchase program. The share price at US$113.41 shows...
NYSE:MNTN
NYSE:MNTNMedia

A Look At MNTN (MNTN) Valuation After Q4 2025 Profit Turnaround And Connected TV Growth Story

MNTN (MNTN) is back on investors’ radar after Q4 2025 results showed sales of US$87.1 million and net income of US$34.48 million, a shift from a net loss a year earlier. See our latest analysis for MNTN. The share price reaction has been choppy, with a 1 day share price return of a 6.21% decline after earnings, following a 7 day share price return of 27.74% and a 90 day share price return of a 24.71% decline. This indicates that recent momentum has improved, but the longer trend is still...
NYSE:IDA
NYSE:IDAElectric Utilities

Assessing IDACORP (IDA) Valuation After Mixed Analyst Calls Spark Renewed Interest

Analyst sentiment shift puts IDACORP in focus Fresh research coverage has put IDACORP (IDA) back on investors’ radars, with Morgan Stanley, Bank of America and Barclays sounding constructive, while Wells Fargo turned more cautious on valuation after the stock’s recent appreciation. See our latest analysis for IDACORP. At a share price of $144.26, IDACORP has seen firm momentum recently, with a 7.2% 30 day share price return and a 12.9% 90 day share price return. The 1 year total shareholder...
NYSE:PIPR
NYSE:PIPRCapital Markets

Assessing Piper Sandler (PIPR) Valuation After Recent Share Price Pullback

Event context and recent share performance Piper Sandler Companies (PIPR) has drawn investor attention after a mixed stretch in its share performance, with a small 1 day gain of 0.4% alongside a 11.4% decline over the past week. Over the past month the stock shows a 14.2% decline, while the past 3 months reflect a 2.6% gain and the 1 year total return stands at 7.6%, based on a last close of US$322.71. See our latest analysis for Piper Sandler Companies. The recent pullback, with a weaker 1...
NasdaqGS:DBX
NasdaqGS:DBXSoftware

How Investors May Respond To Dropbox (DBX) Margin Squeeze And Softer Demand Signals

In the past year, Dropbox reported flat billings and rising costs that outpaced revenue, contributing to weaker operating margins and softer demand expectations. This combination of stagnating top-line activity and margin compression indicates that Dropbox is facing pressure both on growth potential and cost control. We’ll now examine how these margin pressures and softer demand expectations influence Dropbox’s broader investment narrative and future business trajectory. AI is about to...
NYSE:ATHM
NYSE:ATHMInteractive Media and Services

Autohome (NYSE:ATHM) Valuation Check As Long Term Returns Lag Narrative Fair Value

Autohome stock performance snapshot Autohome (NYSE:ATHM) has been under pressure recently, with the share price showing negative returns over the past month, past 3 months, year to date, and over the past year, despite positive reported annual revenue and net income growth. See our latest analysis for Autohome. Despite a small positive 7 day share price return of 0.48%, Autohome’s 1 year total shareholder return of 24.98% and 5 year total shareholder return of an 80.77% decline highlight...
NasdaqGS:RUSH.A
NasdaqGS:RUSH.ATrade Distributors

How Investors May Respond To Rush Enterprises (RUSH.A) Border Dealership Expansion And US$150 Million Buyback

Rush Enterprises recently authorized a new US$150.0 million stock repurchase program and completed the US$2.5 million acquisition of El Paso Great Basin Trucks, extending its exclusive Peterbilt sales and service coverage across key U.S.–Mexico border markets. This combination of capital return and expanded dealership reach underscores how Rush is reinforcing both shareholder focus and its cross-border commercial vehicle footprint. We’ll now examine how the fresh US$150.0 million buyback...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Is It Too Late To Consider Buying Broadcom (AVGO) After Its Strong Multi Year Run?

If you are wondering whether Broadcom is still reasonably priced after its strong run, this article will walk through what the current valuation numbers actually say and how they compare with different ways of valuing the stock. Broadcom shares last closed at US$325.17, with a 7 day return of a 2.3% decline, a 30 day return of a 7.5% decline and a year to date return of a 6.5% decline, while the 1 year return stands at 40.8% and the 3 year return is very large. Recent attention on Broadcom...
NasdaqGS:LNT
NasdaqGS:LNTElectric Utilities

Is Alliant Energy (LNT) Quietly Resetting Its Equity Playbook For Data Center And Battery Storage Ambitions?

Alliant Energy Corporation has closed several long-running shelf registrations for common stock tied to its employee stock ownership plan (ESOP), totaling more than US$360 million and covering multiple offerings dating back to 1999. This cleanup of legacy ESOP-related issuance capacity clarifies Alliant Energy’s capital-raising toolkit at a time when it is ramping up data center and renewable investments. We’ll now examine how this closure of ESOP-related shelf registrations, alongside...
NasdaqGS:GLXY
NasdaqGS:GLXYCapital Markets

Pomerantz Probe Puts Galaxy Digital Governance And Growth Story Under Scrutiny

Pomerantz LLP has opened an investigation into Galaxy Digital for potential securities fraud and other unlawful business practices. The review follows Galaxy Digital's larger than expected net loss for the fourth quarter of 2025. The investigation focuses on whether Galaxy Digital and its management adequately informed investors about risks and financial performance. Galaxy Digital, listed as NasdaqGS:GLXY, sits at a share price of $21.66 after a period of sharp swings. The stock is up 9.6%...