U.S. Retail Distributors Stock News

NasdaqGS:IDXX
NasdaqGS:IDXXMedical Equipment

Should Strong 2025 Results and 2026 Outlook for CAG Diagnostics Recurring Revenue Require Action From IDEXX Laboratories (IDXX) Investors?

IDEXX Laboratories recently reported past fourth-quarter 2025 results showing higher sales of US$1,090.58 million and increased net income of US$248.19 million, alongside initial 2026 guidance calling for US$4.63–US$4.72 billion in revenue and earnings per share of US$14.29–US$14.80. Beyond the headline figures, management highlighted that growth is being led by CAG Diagnostics recurring revenue and supported by newer veterinary tests that have exceeded utilization expectations, underscoring...
NasdaqGS:QLYS
NasdaqGS:QLYSSoftware

Why Qualys (QLYS) Is Down 18.0% After Soft 2026 Outlook Tempers Strong 2025 Results

In early February 2026, Qualys reported fourth-quarter 2025 sales of US$175.28 million and full-year 2025 sales of US$669.13 million, with higher net income and earnings per share than a year earlier, while also expanding its share repurchase authorization to US$1.60 billion and issuing 2026 revenue and earnings guidance. Alongside highlighting stronger non-GAAP profitability and growing adoption of its agentic AI-powered risk management offerings, Qualys' outlook for slower 2026 revenue...
NYSE:DBD
NYSE:DBDTech

Diebold Nixdorf (DBD) EPS Rebound Tests Bulls’ Margin Recovery Narrative

Diebold Nixdorf (DBD) earnings reset expectations with a sharp swing back into profit Diebold Nixdorf (DBD) has put a very different set of numbers on the table for FY 2025 so far, with Q3 revenue at US$945.2 million and EPS of US$1.13, alongside trailing 12 month EPS of US$1.36 on US$3.7 billion of revenue. The company has seen quarterly revenue move from US$927.1 million in Q3 2024 to US$945.2 million in Q3 2025, while EPS has shifted from a loss of US$0.60 per share in Q3 2024 to EPS of...
NasdaqCM:CELC
NasdaqCM:CELCBiotechs

Is Celcuity’s New Oncology Commercial Leader Appointment Reshaping the Investment Case for CELC?

Celcuity Inc. recently appointed Charles (Chip) R. Romp, a veteran oncology commercial leader and current CEO of Secura Bio, to its Board of Directors, adding deep pharmaceutical sales and commercialization expertise to its governance team. Romp’s experience building commercial franchises at Seagen and Genentech across key oncology brands could meaningfully shape how Celcuity prepares for potential future product launches and market positioning. We’ll now examine how Romp’s extensive...
NasdaqGS:SYNA
NasdaqGS:SYNASemiconductor

Synaptics (SYNA) Is Up 5.5% After Revenue Grows But Losses Widen On Cautious Outlook

In February 2026, Synaptics reported second-quarter 2026 results showing sales rising to US$302.5 million from US$267.2 million a year earlier, while moving from net income of US$1.8 million to a net loss of US$14.8 million and reporting basic and diluted loss per share of US$0.38 from continuing operations. For the first half of fiscal 2026, sales increased to US$595.0 million from US$524.9 million, but the net loss widened to US$35.4 million with loss per share of US$0.91, and management’s...
NasdaqGS:EXPE
NasdaqGS:EXPEHospitality

Expedia Group Balances Higher Dividend With AI And B2B Growth Potential

Expedia Group (NasdaqGS:EXPE) reported strong Q4 results with accelerated bookings and revenue growth. The company expanded margins and increased its dividend alongside the Q4 report. Management highlighted broader use of AI across the business and rising B2B revenues from corporate clients. Expedia Group, the online travel platform behind brands like Expedia, Hotels.com and Vrbo, is positioned at the center of global travel demand and digital booking trends. Q4 performance showed faster...
BATS:CBOE
BATS:CBOECapital Markets

Is Cboe Global Markets (CBOE) Pricing Look Stretched After Strong Multi Year Share Performance

If you are wondering whether Cboe Global Markets is priced attractively right now, it helps to step back and look at both the recent share performance and what current valuation metrics are actually saying. The stock last closed at US$270.60, with a 1.7% decline over the past week, a 1.4% return over the past month, 9.1% year to date, 31.5% over 1 year, 121.8% over 3 years and 191.5% over 5 years. Recent news coverage has focused on Cboe Global Markets' role as a major exchange operator and...
NYSE:SYY
NYSE:SYYConsumer Retailing

Is Sysco’s (SYY) New Debt Load Limiting Its Flexibility Amid Escalating Labor Pressures?

Earlier this week, Sysco Corporation completed a US$1.25 billion senior unsecured notes issuance, split between 4.400% notes due 2031 and 4.950% notes due 2036, while more than 500 Sysco Teamsters in Chicago and Montana voted by a very large margin to authorize a strike over pay, benefits, and working conditions. The combination of new long-term debt and rising labor tensions highlights how Sysco is reshaping its balance sheet just as frontline workforce pressures intensify, potentially...
NYSE:ELF
NYSE:ELFPersonal Products

Rhode Acquisition Recasts e.l.f. Beauty Growth Story And 2026 Outlook

e.l.f. Beauty (NYSE:ELF) has seen a rapid impact from its Rhode acquisition, which management credits with helping deliver a standout quarter. The company attributes its newly issued 2026 sales guidance to strong contributions from Rhode alongside continued traction in new markets. Management highlights Rhode's market position and recent product launches as key drivers of the upgraded full year outlook. For investors tracking NYSE:ELF, the Rhode deal is already showing up as a meaningful...
NasdaqGS:SNDK
NasdaqGS:SNDKTech

SanDisk Rides AI Memory Demand With High Bandwidth NAND Expansion

SanDisk is expanding its high bandwidth NAND portfolio for AI data centers to address rising AI related memory needs. The company has extended a joint venture with a major Japanese memory partner to increase future supply capacity. Management indicates current production cannot fully meet demand, reflecting tight conditions in AI focused memory markets. NasdaqGS:SNDK sits at the center of the AI memory story, with the stock at $630.29 and a 129.0% return year to date. The move is even more...
NYSE:GPC
NYSE:GPCRetail Distributors

Is Genuine Parts (GPC) Still Reasonably Priced After Recent Double Digit Annual Return?

If you are wondering whether Genuine Parts at around US$147.61 still offers fair value, you are not alone. This article is designed to help you weigh what that price might mean for you. The stock has returned 1.0% over the last 7 days, 11.9% over 30 days, 19.0% year to date and 22.2% over 1 year, while the 3 year return of negative 10.2% contrasts with a 67.5% return over 5 years. Recent coverage of Genuine Parts has focused on its role in the auto and industrial parts retail space and how...
NYSE:C
NYSE:CBanks

What Citigroup (C)'s Capital Stack Shake-Up Means For Shareholders

Over the past week, Citigroup Inc. completed and announced multiple fixed-income offerings, including new callable senior unsecured notes maturing between 2029 and 2041, while also redeeming in full about US$2.30 billion of its 3.875% Series X noncumulative preferred stock as part of efforts to refine its funding and capital structure. These moves, alongside the creation of new 6.250% Noncumulative Preferred Stock Series II and fresh preferred depositary share issuance, highlight a broad...
NYSE:U
NYSE:USoftware

Unity Results Highlight Vector Growth AI Push And Leadership Reset

Unity Software (NYSE:U) reported strong quarterly results, supported by its Vector advertising platform. Vector has now recorded three consecutive quarters of mid teen sequential revenue growth. Bernard Kim has been appointed to a key leadership role, while several founders and a long serving director have left the board. Unity is pushing ahead with AI integration and platform upgrades, alongside efforts to streamline operations. Unity sits at the intersection of real time 3D content,...
NYSE:AEE
NYSE:AEEIntegrated Utilities

Ameren (AEE) Margins Hold At 16.5% And Test Long Term Bullish Narratives

Ameren FY 2025 headline numbers Ameren (AEE) just wrapped up FY 2025 with fourth quarter revenue of US$1,782 million and basic EPS of US$0.93, while trailing twelve month revenue came in at US$8.8 billion with EPS of US$5.38. Over the past few quarters the company has seen revenue move from US$1,872 million in Q4 2024 to US$2,600 million in Q3 2025 and EPS shift from US$0.77 to US$2.37 across the same periods. This gives investors a clearer picture of how the top and bottom lines have tracked...
NasdaqGS:VRSN
NasdaqGS:VRSNIT

VeriSign (VRSN) Valuation Check After Strong Earnings Dividend Hike And Ongoing Buybacks

VeriSign (VRSN) is back in focus after its latest quarterly update combined higher full year sales and net income with a dividend increase and ongoing share repurchases that highlight recent capital return decisions. See our latest analysis for VeriSign. Even with the earnings beat, dividend increase and steady buybacks, recent share price momentum has been soft, with a 7 day share price return of 10.09% and a 30 day share price return of 11.44%, while the 5 year total shareholder return of...
NasdaqCM:MBOT
NasdaqCM:MBOTMedical Equipment

Assessing Microbot Medical (MBOT) Valuation As LIBERTY Robotic System Advances Toward Full Market Release

Microbot Medical (MBOT) is coming into focus as its LIBERTY Endovascular Robotic System moves from a U.S. limited market release toward a planned full market rollout, supported by fresh exposure at a key industry conference. See our latest analysis for Microbot Medical. Recent trading reflects a mix of excitement and caution, with a 29.01% 7 day share price return and a modest 0.97% 90 day share price return sitting against a 5 year total shareholder return loss of 78.95%. Momentum therefore...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

This Week In Cloud AI - Aurasell Launches AI-Native System Boosting Enterprise Productivity

In a significant development for the Cloud AI sector, Aurasell has introduced the world’s first AI-native Go-To-Market Operating System (GTM OS), designed to enhance intelligent, automated workflows within existing CRM platforms. This new system allows enterprise revenue teams to incorporate end-to-end automation and intelligence into traditional CRM environments like Salesforce and HubSpot, providing measurable productivity gains without needing to replace existing systems. The GTM OS aims...
NYSE:LYB
NYSE:LYBChemicals

LyondellBasell Industries (LYB) Valuation Check After Earnings Loss And Ongoing Share Price Underperformance

LyondellBasell Industries (LYB) has drawn fresh attention after its latest quarterly earnings, where sales declined 9.2% year over year and the company reported an adjusted loss per share, alongside a 22.2% 1 year share price drop. See our latest analysis for LyondellBasell Industries. The share price has started to recover, with a 30.16% year to date share price return and a 27.55% 3 month share price return from US$57.78. However, the 1 year total shareholder return of a 16.75% decline...
NasdaqGS:COIN
NasdaqGS:COINCapital Markets

Coinbase Buyback And Crypto ISAC Pact Reframe Valuation And Risk Views

Coinbase Global (NasdaqGS:COIN) has completed a substantial share buyback program, signaling a new phase in its capital allocation approach. The company has also expanded its partnership with Crypto ISAC to deepen crypto threat intelligence sharing across the industry. These developments come as Coinbase continues to operate under close regulatory scrutiny and ongoing cybersecurity concerns for digital assets. Coinbase Global, trading at $141.09 at the last close, sits in a complex spot for...
NYSE:CBRE
NYSE:CBREReal Estate

CBRE Group (CBRE) Earnings Growth Of 28.2% Tests Skeptical Narratives On Profit Sustainability

CBRE Group (CBRE) just posted its FY 2025 third quarter numbers, with revenue of about US$10.3b and basic EPS of US$1.22 setting the tone for its latest update. The company has seen revenue move from roughly US$8.4b in Q2 2024 to US$10.3b in Q3 2025, while quarterly EPS has ranged from US$0.42 to US$1.60 over that period. This results in a trailing twelve month EPS of US$4.09 that feeds into the current earnings story. With net profit margins reported at 3.1% over the last year, investors are...
NasdaqGS:SPSC
NasdaqGS:SPSCSoftware

SPS Commerce AI Push With MAX Reshapes Growth And Leadership Story

SPS Commerce (NasdaqGS:SPSC) introduced MAX, an AI-driven agentic platform embedded in its fulfillment suite, marking a new step in its supply chain product offering. The company announced a planned CFO transition from long-serving executive Kim Nelson to Joseph Del Preto. SPS Commerce also added two new independent directors to its board as it continues to report revenue growth. SPS Commerce focuses on cloud based supply chain and retail fulfillment solutions, helping retailers, suppliers,...
NYSE:WEX
NYSE:WEXDiversified Financial

Assessing WEX (WEX) Valuation After Impactive Capital’s Board Challenge

WEX (WEX) is in the spotlight after activist investor Impactive Capital, a roughly 5% shareholder, publicly pushed for board changes and nominated four directors, citing underperformance, governance concerns, and a valuation gap compared with Corpay. See our latest analysis for WEX. The activist campaign has landed just after WEX set its 2026 revenue guidance between US$2.70b and US$2.76b and reported full year 2025 revenue of US$2.66b. The 1 day share price return of 7.86% decline contrasts...