U.S. Retail Distributors Stock News

NYSE:OI
NYSE:OIPackaging

Assessing O-I Glass (OI) Valuation After Buybacks Operational Gains And Renewed Analyst Support

Why O-I Glass is back on investors’ radar O-I Glass (OI) has caught investor attention after its stock touched a 52 week high of $16.08, supported by an aggressive share buyback program, operational improvements, and renewed recognition from a major research firm. See our latest analysis for O-I Glass. At a share price of $16.63, O-I Glass has seen strong recent momentum, with a 90 day share price return of 29.11% alongside a 1 year total shareholder return of 44.73%, even though the 3 year...
NYSE:SNA
NYSE:SNAMachinery

Snap On Extends Dividend Growth While Balancing Investment And Profit Pressure

Snap-on (NYSE:SNA) announced its 16th consecutive annual dividend increase alongside its latest earnings release. The company highlighted ongoing investment in product development, brand spending, and technology to support future growth. Management discussed the impact of tariffs, government shutdowns, and changing product demand on recent revenue trends. Snap-on, trading at $369.34, has delivered a 12.1% return over the past year and 121.1% over the past 5 years, putting it on the radar...
NYSE:TMO
NYSE:TMOLife Sciences

Taking A Fresh Look At Thermo Fisher Scientific (TMO) Valuation After Recent Share Price Weakness

Why Thermo Fisher Scientific (TMO) is on investors’ radar today Thermo Fisher Scientific (TMO) is back in focus after recent share price moves, with the stock roughly flat over the past day but showing weaker performance over the past month and past 3 months. That short term pressure contrasts with a positive 5 year total return and ongoing profitability. This may prompt you to recheck how the company’s current valuation lines up with its growth, balance sheet and cash generation profile. See...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

AMD Supply Crunch Meets Expanding AI Portfolio And Valuation Upside

AMD is reporting extended server CPU shipment delays to Chinese customers as AI infrastructure demand strains global supply chains. The supply crunch coincides with AMD scaling its next generation AI hardware portfolio, including the Helios rack scale server and upcoming Instinct MI400 Series. AMD is deepening partnerships such as its expanded collaboration with GIGABYTE on AI focused laptops, motherboards, and displays. The company recently reported record Q4 results, highlighting growing...
NYSE:TOST
NYSE:TOSTDiversified Financial

Can Toast’s Strong Recurring Revenue Offset Profitability and AI Disruption Risks For (TOST)?

In recent months, Toast reported that its annual recurring revenue reached about US$2.02 billion in the third quarter, reflecting strong year-on-year growth and signaling that restaurant customers remain deeply tied to its platform. At the same time, analysts have been revisiting their views on Toast and its competitive landscape, balancing robust subscription traction against ongoing concerns about profitability and market disruption from artificial intelligence. Against this backdrop of...
NasdaqGS:TSLA
NasdaqGS:TSLAAuto

The Bull Case For Tesla (TSLA) Could Change Following Major Pivot To Robotaxis And Musk Ecosystem Integration

Tesla has recently reported weaker 2025 financial results and accelerating declines in its core automotive business, while committing US$20,000,000,000 of 2026 capital spending to robotaxis, humanoid robots, AI infrastructure, and expanded solar manufacturing, including discontinuing the Model S and Model X to free factory capacity for Optimus. At the same time, Elon Musk is consolidating his broader empire through the SpaceX–xAI merger and exploring a possible tie-up with Tesla, raising...
NasdaqGM:CRSP
NasdaqGM:CRSPBiotechs

Assessing CRISPR Therapeutics (CRSP) Valuation After Recent Share Price Moves And DCF Upside Indications

CRISPR Therapeutics: Recent Moves and Performance Snapshot CRISPR Therapeutics (CRSP) has been drawing attention after recent share price moves. The stock closed at US$48.74 and showed mixed returns over the past week, month, and past three months. See our latest analysis for CRISPR Therapeutics. The recent 6.23% 1 day share price gain to US$48.74 comes after a softer patch, with a 30 day share price return of 15.95% and a year to date share price return of 9.35%. The 1 year total shareholder...
NasdaqGS:OTEX
NasdaqGS:OTEXSoftware

Open Text Q2 Margin Compression Challenges Bullish Earnings Growth Narrative

Open Text (NasdaqGS:OTEX) has just posted Q2 2026 results, with revenue of US$1.3 billion and basic EPS of US$0.67, setting the tone for how investors weigh the latest quarter against recent history. The company has seen quarterly revenue move between US$1.25 billion and US$1.33 billion over the last six reported periods, while basic EPS has ranged from US$0.11 to US$0.87. This puts the latest quarter somewhere in the middle of its recent earnings power, with margins continuing to be a key...
NYSE:MS
NYSE:MSCapital Markets

Morgan Stanley Links Power M&A Leadership With ESG Startup Pipeline

Morgan Stanley (NYSE:MS) is leading global mergers and acquisitions activity in the power sector. The firm is hosting its annual Inclusive & Sustainable Ventures Demo Day, focused on startups working on sustainability and inclusion. These developments highlight the bank’s involvement in both large scale power sector dealmaking and early stage ESG focused ventures. Morgan Stanley, a global financial services firm with a large investment banking franchise, is taking a visible role in power...
NasdaqGS:CATY
NasdaqGS:CATYBanks

Does Cathay (CATY) Adding Analyst Lana Chan Quietly Recalibrate Its Boardroom Risk Playbook?

Cathay General Bancorp recently appointed seasoned banking analyst Lana Chan as a Class I director, while long-serving director Jane Jelenko plans to retire on April 30, 2026, leaving the company with twelve directors, eight of whom are independent. Chan’s three decades of experience in bank analysis and her recent consulting role with Cathay Bank add a specialized insider perspective on investor engagement and risk oversight to the boardroom. Against this backdrop, we’ll explore how Chan’s...
NasdaqGS:VSEC
NasdaqGS:VSECAerospace & Defense

VSE Raises US$1.15b To Expand Aviation Scale With Precision Deal

VSE Corporation has completed large equity and composite units offerings to fund its acquisition of Precision Aviation Group, Inc. The capital raise is directly tied to closing this significant aviation services deal for VSE. The transaction marks a material capital markets event for VSE and its shareholders. For investors tracking NasdaqGS:VSEC, the financing comes at a time when the shares trade at $199.99, with the stock up 10.3% year to date and 89.8% over the past year. The move to use...
NYSE:TPR
NYSE:TPRLuxury

Tapestry (TPR) One Off US$881.1 Million Loss Tests Premium Valuation Narrative

Tapestry (TPR) has reported a busy Q2 2026, with revenue of US$2.5b and basic EPS of US$2.75, following Q1 2026 revenue of US$1.7b and basic EPS of US$1.32 as the business cycles through its key selling seasons. Over the past few quarters, total revenue has moved between US$1.5b and US$2.5b, while quarterly EPS has ranged from a loss of US$2.49 per share in Q4 2025 to a profit of US$2.75 in the latest period. This gives investors plenty to think about on earnings quality and margin...
NasdaqGS:MGNI
NasdaqGS:MGNIMedia

Is Magnite (MGNI) Turning Past Tech Spending Into a More Durable Free Cash Flow Engine?

Recently, Magnite reported that its independent sell-side advertising platform has delivered strong revenue gains and healthier free cash flow, giving it more flexibility to reinvest or return capital to investors. An interesting angle is that earlier spending on technology and platform expansion now appears to be translating into higher returns on capital for the business. Next, we’ll examine how Magnite’s improving free cash flow profitability may influence its longer-term investment...
NasdaqGS:MRX
NasdaqGS:MRXCapital Markets

Is It Too Late To Consider Marex Group (MRX) After Recent Share Price Gains?

For investors wondering whether Marex Group at around US$40.48 is offering good value right now or if the easy money has already been made, this article is designed to help you assess that using a clear valuation lens. The stock has logged returns of 2.5% over the last 7 days, 4.4% over 30 days, 6.7% year to date and 12.0% over the past year. This naturally raises questions about what is already priced in and how much risk the market is assuming. Recent news coverage around Marex Group has...
NYSE:T
NYSE:TTelecom

AT&T Fiber Deal And Amazon Partnerships Meet Valuation Upside And Profit Risks

AT&T (NYSE:T) has completed its acquisition of Lumen’s Mass Markets fiber business, expanding its fiber footprint and customer reach. The company has also announced new collaborations with AWS and Amazon Leo to support connectivity, cloud services, and satellite broadband solutions. These moves were confirmed within the past week and are aimed at broadening AT&T’s role in nationwide connectivity for both consumers and enterprises. AT&T, trading at $27.13, is making fiber, cloud, and...
NasdaqCM:LMB
NasdaqCM:LMBConstruction

Assessing Limbach Holdings (LMB) Valuation After Mixed Short And Long Term Share Price Performance

Event context and recent stock performance Limbach Holdings (LMB) shares have recently drawn attention after a period of mixed returns, with gains over the past month and past 3 months contrasted by a negative 1 year total return. For investors, that combination of shorter term strength and a weaker 1 year outcome can raise questions about how current pricing lines up with the company’s fundamentals and recent financial results. See our latest analysis for Limbach Holdings. The recent pattern...
NYSE:EAF
NYSE:EAFElectrical

GrafTech International (EAF) Losses Deepen With US$219.8 Million TTM Hit Challenging Bullish Growth Narrative

GrafTech International (EAF) closed out FY 2025 with Q4 revenue of US$116.5 million and a basic EPS loss of US$2.50, alongside a trailing twelve month revenue base of US$504.1 million and an EPS loss of US$8.45. The company has seen quarterly revenue move between US$111.8 million and US$144.0 million over the 2025 fiscal year, while quarterly EPS losses ranged from US$1.10 to US$3.35. This has left margins under clear pressure for shareholders watching the path back toward profitability. See...
NYSE:OWL
NYSE:OWLCapital Markets

Blue Owl Capital OWL Quarter Highlights 2.7% Net Margin Compression Challenges Bullish Narratives

Blue Owl Capital (OWL) closed out FY 2025 with fourth quarter revenue of US$755.6 million and basic EPS of US$0.07, alongside net income of US$47.7 million, putting a clear set of numbers in front of investors watching the story unfold. The company reported revenue of US$600.9 million and EPS of US$0.05 in Q3 2024 and US$755.6 million and EPS of US$0.07 in Q4 2025, while trailing twelve month revenue reached US$2.9 billion and EPS came in at US$0.12. These figures frame a results season...