U.S. Retail Distributors Stock News

Q4 earnings highlight a strong finish to 2025 Frontline (FRO) just released its fourth quarter and full year 2025 results, with Q4 revenue of US$624.51 million and net income of US$227.93 million standing out against softer full year figures. The company reported Q4 basic and diluted earnings per share from continuing operations of US$1.02, compared with US$0.30 a year earlier. Full year EPS from continuing operations came in at US$1.70 versus US$2.23 in 2024. See our latest analysis for...

Quanta Services (NYSE:PWR) reported quarterly results that exceeded expectations and highlighted strong operational performance. The company completed eight acquisitions in 2025 that expand its footprint across key infrastructure markets. Management outlined double digit growth projections for 2026 and pointed to a record backlog and project pipeline. Quanta is positioning itself around large scale infrastructure shifts, including renewable energy projects and broadband and 5G...

Avantor stock moves after recent performance shift Avantor (AVTR) has come into focus after a recent stretch of weaker share performance, with the stock showing negative returns over the past week, month and past 3 months, as well as over the past year. See our latest analysis for Avantor. At a share price of US$9.01, Avantor’s recent momentum has been weak, with a 30 day share price return of 22.66% and a 1 year total shareholder return of 45.36% pointing to sustained pressure on the...

Intuit and Anthropic have entered a multi year partnership to build custom, secure AI agents for mid market businesses and consumers. The agreement will embed Intuit’s tax, finance, and accounting capabilities directly into Anthropic’s Claude Agent SDK and AI environments. The collaboration aims to support operational automation, financial insights for businesses, and personal finance assistance for individuals. Intuit, listed as NasdaqGS:INTU, is moving deeper into AI by putting its...

In February 2026, Prudential Financial announced and then completed fixed-income offerings, including 4.100% senior unsecured notes due 2031 and 4.650% callable senior unsecured notes due 2036, both issued at 100% price with discounts to the offering price and fixed coupons. These bond deals, alongside recent analyst rating cuts on Prudential Financial, highlight how the company is simultaneously accessing debt markets while facing fresh external scrutiny of its outlook. With multiple...

If you are wondering whether Toll Brothers is still reasonably priced after its strong run, this article will walk through what the current share price might be implying about value. The stock most recently closed at US$158.65, with a 1% decline over the last 7 days, a 10.9% return over 30 days, a 17.0% return year to date, a 44.6% return over 1 year, and a 175.4% return over 3 years, while the 5 year return is very large. Recent news coverage has focused on Toll Brothers as a key name in US...

Mission Produce (AVO) is back in focus after strong quarterly results highlighted benefits from its vertically integrated model in sourcing and distribution, even as projected revenue declines and low gross margins leave analysts cautious. See our latest analysis for Mission Produce. At a share price of $14.10, Mission Produce has cooled off slightly in the last week, with a 7 day share price return of a 4.73% decline. However, the 90 day share price return of 17.30% and the 1 year total...

VisionWave Holdings (VWAV) has drawn fresh attention after signing a Memorandum of Understanding with partners in Germany and Israel to explore non explosive interceptor drone systems tailored to German Bundeswehr and NATO operational requirements. See our latest analysis for VisionWave Holdings. At a share price of $7.96, VisionWave’s recent MOU, AI radar concept work, governance changes, mining software program, and wider funding activity come against a backdrop of a 30 day share price...

Recent commentary on Hilltop Holdings highlights that over the past five years its net interest income has been flat, earnings per share have fallen about 15% a year, and analysts now expect its efficiency ratio to deteriorate, pointing to mounting profitability pressures. An important implication is that Hilltop may be struggling to adjust its fixed cost base and operations to softer demand, raising questions about how effectively it can respond to industry headwinds. Now we’ll assess how...

Cheniere Energy Partners, L.P. recently reported past fourth-quarter and full-year 2025 results showing higher revenue and net income year over year, while also issuing 2026 distribution guidance of US$3.10–US$3.40 per common unit and maintaining a US$3.10 base distribution. Alongside a very large earnings beat versus analyst expectations, the partnership highlighted its Sabine Pass expansion plans and an S&P rating upgrade to BBB+ with a stable outlook, underscoring its evolving position in...

Intapp (NasdaqGS:INTA) has launched Celeste, a purpose-built agentic AI platform focused on regulated professional services. The company also announced new partnerships with Anthropic to integrate Claude and with Harvey to embed Intapp Walls for ethical compliance in enterprise AI deployments. These moves aim to address compliance-heavy workflows and data governance needs for firms in legal, accounting, and investment banking. For investors watching enterprise software, Intapp sits at the...

Vertex Pharmaceuticals (NasdaqGS:VRTX) has expanded beyond cystic fibrosis with recent approvals for Casgevy, a gene-editing therapy for sickle cell disease and beta-thalassemia. The company also received approval for Journavx, a non-opioid acute pain medication, widening its presence in serious disease areas. These new therapies mark a shift from reliance on a single therapy area to a broader portfolio in gene-editing and pain management. For investors tracking Vertex Pharmaceuticals, the...

Hims & Hers Health (HIMS) is back in the spotlight after its Q4 2025 earnings per share beat, which contrasted with softer Q1 2026 revenue guidance and mounting regulatory and legal pressures. See our latest analysis for Hims & Hers Health. Those mixed earnings and guidance headlines have landed on a stock that was already under pressure, with a 30 day share price return of 47.44% declines and a year to date share price return of 53.31% declines. The 1 year total shareholder return is a...

If you are wondering whether CVS Health is fairly priced or offering value at its recent levels, you are not alone. This article will walk through what the numbers suggest. The stock last closed at US$78.01, with returns of 0.9% over the past 7 days, 8.3% over 30 days, a 2.6% decline year to date, and 25.6% over 1 year. This gives investors a mix of recent momentum and earlier pullbacks to think about. Recent news coverage has focused on CVS Health's position as a large integrated healthcare...

Shopify is rolling out AI driven merchant services that plug directly into its commerce platform, including tools for product discovery, conversational shopping, and operational support. The company has partnered with AI platforms such as OpenAI so shoppers can browse and buy within AI chat experiences while Shopify maintains control of the checkout layer. These moves are designed to enable end to end AI agent powered shopping using Shopify's checkout system, reshaping how merchants and...

In recent months, United States Lime & Minerals has been highlighted for strong earnings, resilient demand from U.S. construction and infrastructure, and a conservative balance sheet. An interesting angle is management’s emphasis on disciplined capital spending and returns on invested capital, which supports steady margins and robust free cash flow generation. Next, we’ll examine how this focus on disciplined capital allocation shapes United States Lime & Minerals’ investment narrative in...

Texas Instruments (NasdaqGS:TXN) agreed to acquire Silicon Laboratories in a US$7.5b deal. The transaction focuses on expanding wireless connectivity chips for industrial and consumer devices. This is Texas Instruments’ largest acquisition since 2011 and targets embedded and connectivity markets. For you as an investor, this deal centers on where Texas Instruments already spends much of its effort: embedded processing and analog chips that sit inside industrial gear and consumer devices...

Earlier in February, Tyler Technologies reported Q4 results that missed analyst expectations on both adjusted EPS and revenue, reflecting one-time contract issues and the wind-down of a low-margin Texas payments contract. Despite these operational setbacks, insider share purchases by the chief accounting officer and ongoing analyst optimism around Tyler’s SaaS, cloud, and AI initiatives highlight a management and market view that focuses on long-term business transformation. We’ll now...

Bank of Hawaii (BOH) has come into focus after a recent upgrade to Zacks Rank #1, along with higher consensus earnings estimates and a dividend yield of 3.6% compared with the industry’s 2.8%. See our latest analysis for Bank of Hawaii. The recent Zacks Rank upgrade comes after a strong run in the share price, with a 30 day share price return of 5.3%, a 90 day share price return of 20.1% and a 1 year total shareholder return of 15.8%. Together these measures point to momentum that has been...

Why Sunstone Hotel Investors is on investor watchlists Sunstone Hotel Investors (SHO) has been drawing attention after recent share price gains, with the stock up around 3% over the past week and roughly 9% over the past month. These shorter term moves sit alongside a mixed return profile, including a small gain over the past 3 months, a modest positive year to date performance, and a 1 year total return decline. This combination may prompt investors to reassess how the lodging REIT fits into...

GitLab Inc. recently expanded its Managed Service Provider Partner Program, allowing MSPs to offer a single managed service across the full software development lifecycle with agentic AI, flexible deployment options, and enhanced support, marketing, and revenue-sharing benefits. This move positions GitLab as a platform that can help enterprises address AI adoption, data sovereignty, and compliance needs through trusted partners embedded in local markets. We’ll now explore how this expanded...

RAPT Therapeutics (RAPT) has drawn fresh attention after a sharp move in its share performance over the past 3 months. This has prompted investors to reassess the clinical stage biotech’s risk and reward profile. See our latest analysis for RAPT Therapeutics. At a share price of US$57.96, RAPT Therapeutics has shifted sharply over the past year, with a very large 1 year total shareholder return and a long term total shareholder return that remains negative. This suggests that recent momentum...

Astronics (ATRO) is back on investors’ radar after recent share price moves, prompting a closer look at how its current valuation lines up with reported revenue of US$862.128m and net income of US$29.359m. See our latest analysis for Astronics. With the share price at US$80.20, Astronics has posted a 46.97% 3 month share price return and a very large 1 year total shareholder return. This suggests momentum has been strong as investors reassess its risk and growth profile against current...

If you are wondering whether First Horizon is fairly priced or offering hidden value at around US$24.91 per share, you are in the right place. The stock has been relatively steady in the short term with a 0.4% decline over the past week, while the 1 year return sits at 22.0% and the 5 year return at 81.7%. Recent news coverage has focused on First Horizon as a regional bank stock that investors often compare with peers when thinking about interest rate trends and credit conditions. This...