U.S. Retail Distributors Stock News

Recent commentary around DNOW (DNOW) centers on its work to rebuild margins and tighten its cost structure, along with a push into digital distribution as energy customers continue to spend on maintenance and infrastructure upgrades. See our latest analysis for DNOW. At a share price of $13.57, DNOW has seen a 5.1% decline in its 30 day share price return and a modest 1.6% share price gain year to date. The 1 year total shareholder return of 3.2% and 5 year total shareholder return of 52.8%...

Rivian Automotive (RIVN) drew fresh attention after reporting fourth quarter and full year 2025 operating results, including 10,974 vehicles produced and 9,745 delivered in the quarter, with 42,284 produced and 42,247 delivered for the year. See our latest analysis for Rivian Automotive. Rivian’s recent production update, together with its Volkswagen joint venture and focus on software and services, comes after a 46.49% 90 day share price return and a 42.48% 1 year total shareholder return...

In recent news, Warren Buffett retired as CEO of Berkshire Hathaway and handed oversight of its approximately US$317.00 billion investment portfolio to Greg Abel, who has pledged to maintain the company’s long-term, value-focused approach with about 74% of holdings concentrated in eight major stocks. This transition marks a rare leadership change at Berkshire after six decades, prompting fresh scrutiny of whether Buffett’s concentrated, value-oriented philosophy can be executed as...

Many The Andersons, Inc. ( NASDAQ:ANDE ) insiders ditched their stock over the past year, which may be of interest to...

UBS has upgraded Altria Group (MO) from Neutral to Buy, highlighting expectations that cigarette volume pressures may be easing and that improved industry volumes and earnings visibility could influence the stock in 2026. See our latest analysis for Altria Group. The UBS upgrade comes as Altria’s share price has been volatile over recent months, with a 12.03% 90 day share price decline contrasted by a 21.25% 1 year total shareholder return. This suggests near term pressure but still solid...

Some Dycom Industries, Inc. ( NYSE:DY ) shareholders may be a little concerned to see that the Independent Director...

In recent days, U.S. Immigration and Customs Enforcement (ICE) awarded GEO Group a US$39,000,000, six‑month sole‑source contract to operate the new Big Horn detention facility in Hudson, Colorado, expanding the company’s ICE footprint beyond its existing Aurora center. This contract underlines GEO’s role as a key federal detention services provider and highlights how incremental facility activations can meaningfully influence its operations mix. We’ll now explore how this sole‑source...

Recent shifts in analyst sentiment around Eastman Chemical (EMN), including changes to ratings and price expectations over the past quarter, have put the stock back in focus for investors watching materials names. See our latest analysis for Eastman Chemical. At a share price of $68.76, Eastman Chemical has seen shorter term momentum pick up, with a 7 day share price return of 6.19% and a 90 day share price return of 13.58%. However, the 1 year total shareholder return is a 19.28% loss,...

Key Insights Given the large stake in the stock by institutions, Oil-Dri Corporation of America's stock price might be...

ATI (ATI) is drawing fresh attention after improvements in its free cash flow margin and return on invested capital, developments that indicate stronger profitability and additional ways to potentially reward shareholders. See our latest analysis for ATI. The recent improvement in free cash flow and return on invested capital comes as ATI’s share price has climbed to $122.30, with a 30 day share price return of 12.24% and a 1 year total shareholder return of 122.36%, pointing to strong...

What Triggered the Latest Move in Tidewater (TDW)? Tidewater (TDW) is back on investor radar after management outlined 2026 revenue guidance of US$1.32b to US$1.37b, reaffirmed a US$500m share repurchase capacity, and reported improving third quarter results. These company specific updates, supported by firmer crude prices and a soft U.S. jobs report, came alongside a 7.1% one day share price move after TDW broke above US$56, drawing fresh attention ahead of the February 26 earnings...

Warner Bros. Discovery (WBD) has drawn attention after recent share price moves, including a roughly 2% gain over the past week and a loss of about 4% over the past month, prompting fresh interest in its valuation. See our latest analysis for Warner Bros. Discovery. Beyond the recent swings, Warner Bros. Discovery’s 90 day share price return of 60.65% and 1 year total shareholder return of 193.55% point to strong momentum building off a relatively modest year to date share price return of...

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...

When you buy and hold a stock for the long term, you definitely want it to provide a positive return. But more than...

Insiders who bought US$361.4k worth of Caleres, Inc. ( NYSE:CAL ) stock in the last year have seen some of their losses...

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...

Key Insights Significantly high institutional ownership implies XOMA Royalty's stock price is sensitive to their...

Key Insights Given the large stake in the stock by institutions, Heron Therapeutics' stock price might be vulnerable to...

In recent days, PDF Solutions has drawn increased attention as analysts reiterated strong support for its role in integrated circuit design and semiconductor manufacturing analytics, highlighting its proprietary software and services across key global markets. A key focus for investors is the company’s expanding portfolio, including its Exensio analytics platform and Sapience Manufacturing Hub, which underpin its position in data-driven semiconductor production. We’ll now examine how this...

NuScale Power recently gained attention after a Bank of America analyst upgraded its rating, while broader nuclear enthusiasm intensified around AI-related energy needs and NuScale’s NRC-approved small modular reactor designs. An interesting angle is that NuScale benefited from sector momentum sparked by Meta’s nuclear power commitments, despite not being a direct participant in those deals. Now we’ll explore how this renewed focus on AI-driven nuclear demand, alongside the analyst upgrade,...

In the past quarter, Rockwell Automation reported a 41.2% year-over-year decline in Q4 fiscal 2025 earnings, yet continued to trade at around 53 times earnings, reflecting strong investor attention on its role in industrial automation. This contrast between weaker recent earnings and a premium valuation underscores how investors are focusing on Rockwell’s technology leadership and operating margins amid structural shifts toward greater industrial efficiency. We’ll now explore how this...

Baker Hughes’ latest data showed a further reduction in U.S. oil and gas drilling activity, with the national rig count slipping to 544, while investors also weighed rising short interest and upcoming fourth-quarter and full-year earnings scheduled for January 25, 2025. Together with analyst focus on the Industrial & Energy Technology and Oilfield Services & Equipment segments, these shifting rig trends are sharpening attention on Baker Hughes’ earnings resilience and industry exposure. With...

Recently, Citizens initiated coverage on PulteGroup with a Market Outperform rating, citing the homebuilder’s emphasis on move-up and active adult buyers, the growing presence of higher-margin Del Webb communities, and its ongoing share repurchase program. The new federal policy restricting large institutional purchases of single-family homes further highlights PulteGroup’s focus on individual owner-occupants, potentially differentiating it from peers more reliant on bulk institutional...