U.S. Retail Distributors Stock News

NYSE:CVX
NYSE:CVXOil and Gas

Is Chevron (CVX) Priced Fairly After Its Strong Recent Share Price Run?

If you are wondering whether Chevron's share price still offers fair value or is running ahead of itself, you are not alone. This article will help you unpack that question. With the stock at US$185.34 and returns of 2.7% over 7 days, 11.2% over 30 days, 18.9% year to date, 23.8% over 1 year and 30.9% over 3 years, investors may be rethinking both upside potential and risk. Recent headlines around Chevron have kept the company on many watchlists, as investors track how large energy majors...
NYSE:MATX
NYSE:MATXShipping

Matson’s Earnings Beat And Steady 2026 Outlook Might Change The Case For Investing In MATX

Matson, Inc. has already reported fourth-quarter 2025 results showing higher net income of US$143.1 million and diluted EPS of US$4.60 despite lower year-on-year revenue, while also issuing 2026 guidance that calls for first-quarter operating income below the US$82.1 million achieved in early 2025 but full-year operating income roughly in line with 2025. The company paired this earnings outperformance with a maintained cash dividend of US$0.36 per share and commentary pointing to solid U.S...
NYSE:JHG
NYSE:JHGCapital Markets

Janus Henderson Expands CLO ETF Stack With Guardian Backing And Fee Questions

Janus Henderson Group (NYSE:JHG) has launched the Janus Henderson AA-A CLO ETF, focused on investment grade collateralized loan obligations between AAA and BBB credit qualities. The new ETF is backed by substantial seed capital from Guardian Life, which is partnering with Janus Henderson on this product. This fund adds to Janus Henderson's active fixed income ETF lineup and expands its presence in securitized credit markets. For investors watching fixed income ETFs, this move shows Janus...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

NVIDIA Deepens AI Factory Role With Meta, India Deals And Rubin NVL8

Nvidia announced new long term AI infrastructure partnerships with Meta and major Indian players Yotta and L&T. The company introduced its Rubin NVL8 AI server platform aimed at dense, data center scale deployments. Nvidia and Red Hat launched a co engineered AI Factory platform focused on enterprise grade AI software stacks. NVIDIA (NasdaqGS:NVDA) is leaning further into its role as a full stack AI provider, moving beyond chips into full platforms, services and large scale partnerships...
NasdaqGM:PAYO
NasdaqGM:PAYODiversified Financial

Payoneer Global (PAYO) Is Down 6.0% After Stablecoin Trust Bank Filing And Stripe Partnership

Payoneer recently filed an application with the US Office of the Comptroller of the Currency to establish PAYO Digital Bank, N.A., a national trust bank focused on stablecoin-enabled infrastructure, alongside plans to embed end-to-end stablecoin capabilities into its global payments platform through a partnership with Bridge, a Stripe company. This marks a meaningful push to connect regulated stablecoin payments with everyday workflows for nearly two million cross-border SMB customers,...
NYSE:VYX
NYSE:VYXSoftware

Should NCR Voyix’s 7-Eleven Philippines Win Shape Investor Views on Its Software-Led Strategy (VYX)?

NCR Voyix recently secured its first engagement with 7-Eleven Philippines, which selected the Voyix Commerce Platform and POS, plus Professional and Managed Services, to upgrade technology and shopper experiences across more than 4,500 convenience stores. This win not only extends NCR Voyix’s presence in Southeast Asian convenience retail, but also adds a long-term services component that could deepen recurring revenue exposure. Next, we’ll examine how this large 7-Eleven Philippines rollout...
NYSE:JBL
NYSE:JBLElectronic

Assessing Jabil (JBL) Valuation After Supreme Court Tariff Ruling Lifts Market Sentiment

Tariff ruling sparks fresh attention on Jabil stock Jabil (JBL) moved back into focus after its shares rose 3.3% following the U.S. Supreme Court decision to overturn global tariffs imposed by the previous administration, easing a key cost concern for investors. See our latest analysis for Jabil. Beyond the tariff ruling, Jabil has been on the market’s radar for some time, with a 30 day share price return of 9.51% and a 69.31% total shareholder return over the past year. The current share...
NasdaqGS:MAR
NasdaqGS:MARHospitality

Marriott Balances New Debt Offering With Fresh Bonvoy Loyalty Initiatives

Marriott International (NasdaqGS:MAR) has completed a multi billion dollar fixed income offering aimed at funding capital expenditures, acquisitions, debt repayment, and stock repurchases. Alongside the financing move, Marriott Bonvoy launched a 25% discount Cyber Sale and a new 1 Point Drops program that gives members access to select festival experiences. These steps combine capital markets activity with loyalty promotions that target both investors and frequent travelers. For you as an...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

A Look At AMD (AMD) Valuation After Expanded Multi Year AI GPU Deal With Meta Platforms

Advanced Micro Devices (AMD) is back in focus after agreeing to supply up to six gigawatts of GPUs to Meta Platforms under a multi year AI infrastructure deal that includes performance based equity warrants. See our latest analysis for Advanced Micro Devices. The Meta agreement comes after a volatile few months for AMD, with the share price down 17.65% over the past 30 days and 4.31% year to date, yet supported by a 105.69% one year total shareholder return that points to strong underlying...
NasdaqGS:TPG
NasdaqGS:TPGCapital Markets

Is TPG’s (TPG) Xerox IP Deal Quietly Redefining Its Credit-Led Fee Growth Strategy?

In February 2026, Xerox Holdings Corporation announced it had formed and capitalized a new joint venture with TPG to hold, license, and monetize select Xerox intellectual property, raising US$450 million through TPG Credit–led senior secured term loans and preferred equity, with proceeds distributed to Xerox for liquidity, reinvention efforts, and capital structure management. Alongside this high-profile IP venture with Xerox, TPG’s plan to issue new senior notes due 2031 highlights how its...
NYSE:BYD
NYSE:BYDHospitality

A Look At Boyd Gaming (BYD) Valuation After Earnings Beat Dividend Hike And Growth Investment Plans

Boyd Gaming (BYD) is back on investors’ radar after a quarterly dividend increase to US$0.20 per share, better than expected Non-GAAP earnings, and new spending plans focused on casinos and online gaming expansion. See our latest analysis for Boyd Gaming. Recent news around the higher dividend, better than expected Non-GAAP earnings and fresh capital projects seems to be feeding into sentiment, with a 1-day share price return of 1.89% and a 1-year total shareholder return of 14.04% pointing...
NYSE:NXRT
NYSE:NXRTResidential REITs

NexPoint Residential Trust FFO Loss Challenges Bullish Cash Flow Narrative

NexPoint Residential Trust (NXRT) just posted its FY 2025 numbers with Q4 revenue of US$61.9 million, Funds From Operations of a loss of US$50.2 million, and basic EPS of a loss of US$0.41. Trailing 12 month revenue came in at US$251.3 million and basic EPS at a loss of US$1.26. Over recent quarters, the company has seen quarterly revenue move from US$63.8 million in Q4 2024 to US$63.3 million in Q1 2025 and US$61.9 million in Q4 2025, alongside quarterly EPS losses ranging from US$1.06 in Q4...
NYSE:IOT
NYSE:IOTSoftware

Samsara Fleet Watch List Highlights Expanding Connected Operations Investment Story

Samsara (NYSE:IOT) released its second annual "100 Fleet Operators to Watch" list. The list highlights organizations using Samsara's Connected Operations Platform across transportation, aviation, public services, and other sectors. The announcement focuses on how fleets are using data and connected hardware to improve safety, efficiency, and day to day operations. Samsara focuses on connecting physical operations to the cloud so customers can monitor fleets, equipment, and infrastructure in...
NasdaqGS:OPCH
NasdaqGS:OPCHHealthcare

Option Care Health (OPCH) Margin Compression Challenges Bullish Earnings Narratives

Option Care Health FY 2025 Earnings Snapshot Option Care Health (OPCH) has wrapped up FY 2025 with fourth quarter revenue of US$1.5b and basic EPS of US$0.37, supported by trailing twelve month revenue of US$5.6b and EPS of US$1.28. Over recent periods, the company has seen revenue move from US$1.3b in Q4 2024 to US$1.5b in Q4 2025, while quarterly EPS shifted from US$0.36 to US$0.37 and trailing EPS moved from US$1.23 to US$1.28. With net profit margin at 3.7% compared with 4.2% a year...
NYSE:CNR
NYSE:CNROil and Gas

A Look At Core Natural Resources (CNR) Valuation After Q4 Loss, 2026 Guidance And New Dividend

Core Natural Resources (CNR) drew investor attention after reporting fourth quarter results that paired higher sales with a net loss, while also issuing 2026 sales volume guidance and declaring a new quarterly dividend. See our latest analysis for Core Natural Resources. The mixed quarter, new 2026 volume guidance and fresh dividend come after a 13.4% 90 day share price return and a 20.2% 1 year total shareholder return. However, the 1 month share price return decline of 10.5% suggests...
NYSE:PATH
NYSE:PATHSoftware

Assessing UiPath (PATH) Valuation As Fair Value Models Clash With P/E Signals

Why UiPath Is Back On Investors’ Radar UiPath (PATH) is drawing fresh attention after a prolonged slide, with the share price around US$10.10 and negative returns over the past month, past 3 months, and year to date putting recent performance in focus. See our latest analysis for UiPath. At around US$10.10, UiPath’s short term momentum looks weak, with a 7 day share price return of 7.68% and a 30 day share price return of 31.76%. The 1 year total shareholder return of 20.03% and 3 year total...
NasdaqGS:EBC
NasdaqGS:EBCBanks

Assessing Eastern Bankshares (EBC) Valuation As Merger Synergies And Mixed Earnings Shape Expectations

Why Eastern Bankshares Stock Is On Investors’ Radar Without a specific headline event driving Eastern Bankshares (EBC) today, investors are focusing on the bank’s recent share performance, current valuation metrics, and its latest reported revenue and net income figures. See our latest analysis for Eastern Bankshares. Eastern Bankshares’ recent pullback, including a 5.42% 7 day share price return and a 0.15% one day dip to US$20.43, sits against a stronger backdrop, with a 10.19% year to date...
NasdaqGM:TVTX
NasdaqGM:TVTXBiotechs

Travere Therapeutics (TVTX) Is Up 7.4% After FILSPARI-Fueled Revenue Surge And Narrower Losses - Has The Bull Case Changed?

Travere Therapeutics reported full-year 2025 results showing revenue of US$490.73 million versus US$233.18 million in 2024, with net loss narrowing to US$25.55 million and basic loss per share from continuing operations improving to US$0.57. This swing toward smaller losses, alongside strong physician adoption of FILSPARI after full FDA approval for IgA nephropathy, highlights how product uptake is reshaping Travere’s financial profile and rare kidney disease franchise. We’ll now examine how...
NasdaqGS:VSAT
NasdaqGS:VSATCommunications

Assessing Viasat (VSAT) Valuation After Recent Share Price Momentum

Why Viasat Stock Is On Investors’ Radar Today Viasat (VSAT) has caught investors’ attention after a recent stretch of positive returns, including moves over the past week, month and past 3 months that stand out against its longer term track record. See our latest analysis for Viasat. The latest 1 day share price return of 5.95% takes Viasat to US$47.92, building on a 90 day share price return of 37.42% and a very large 1 year total shareholder return. Together, these figures point to...
NYSE:TXT
NYSE:TXTAerospace & Defense

Textron (TXT) Valuation Check As New US$25m Share Buyback Authorization Is Announced

Textron (TXT) has put a fresh capital return plan on the table, authorizing the repurchase of up to 25,000,000 shares and declaring a quarterly dividend of $0.02 per common share. See our latest analysis for Textron. Textron shares now trade at US$98.99, with a 90 day share price return of 19.21% and a 1 year total shareholder return of 35.29%. This suggests recent momentum has picked up compared with the more modest 7 day pullback and steady multi year gains. If this capital return update...
NYSE:CNNE
NYSE:CNNEDiversified Financial

Cannae Holdings (CNNE) Heavy FY 2025 Losses Test Bullish Margin Improvement Narratives

Cannae Holdings (CNNE) has wrapped up FY 2025 with Q4 revenue of US$103.3 million, basic EPS of a US$1.93 loss, and trailing twelve month EPS of a US$7.35 loss on revenue of US$423.6 million. This keeps the focus on how much of that top line is dropping through to the bottom line. Over the past few quarters, revenue has moved within a relatively tight band between US$103.2 million and US$113.9 million, while quarterly basic EPS has ranged from a US$0.19 loss to a US$3.75 loss. This gives...
NYSE:SF
NYSE:SFCapital Markets

How Alleged 401(k) Mismanagement At Stifel Financial (SF) Has Changed Its Investment Story

On 20 February 2026, Sanford Heisler Sharp McKnight filed an ERISA class action in Missouri federal court alleging Stifel Financial and other fiduciaries mismanaged the company’s Profit Sharing 401(k) Plan by retaining two long‑underperforming growth funds, allegedly costing plan participants up to US$134,000,000 since March 2020. The complaint highlights that these two funds together account for about 10% of the Plan’s more than US$2.00 billion in assets, raising questions about Stifel’s...
NYSE:BRSL
NYSE:BRSLHospitality

Brightstar Lottery Q4 Profit Recovery Tests Bullish Margin Expansion Narratives

Brightstar Lottery (BRSL) just wrapped up FY 2025 with Q4 revenue of US$668 million and basic EPS of US$0.32, against a trailing twelve month revenue base of US$2.5 billion and slightly negative EPS of roughly US$0.01. Over recent quarters, the company has seen revenue move between US$583 million and US$668 million while EPS has ranged from a loss of US$0.47 in Q2 2025 to a profit of US$0.32 in Q4. Taken together, these figures give investors a mixed but improving picture of how the income...