U.S. Retail Distributors Stock News

In early January 2026, Enphase Energy received an analyst upgrade from KeyBanc to Sector Weight, with the firm citing the company’s strong balance sheet, focus on cash generation, and progress in working down elevated channel inventories amid a still-challenging residential solar backdrop. The upgrade suggests that many of the prior concerns around tax-credit expirations, market share pressures, and inventory overhang may now be largely reflected in expectations, shifting attention to...

If you are wondering whether Ally Financial's share price offers enough value for the risk you are taking, this article walks through what the current valuation really implies. With the stock at US$47.06 and returns of 3.2% over 7 days, 11.0% over 30 days, 2.8% year to date, 35.9% over 1 year, 96.1% over 3 years and 43.9% over 5 years, many investors are asking whether the recent performance is already pricing in the key upsides and risks. Recent news around Ally Financial has centered on...

Why Kemper Is Getting Attention Now Kemper (KMPR) is back on investors’ radar after a stretch of mixed share performance, with short term gains contrasting with weaker moves over the past 3 months and year. See our latest analysis for Kemper. The recent 1-day share price return of 0.70% and 30-day share price return of 1.47% sit against a weaker 90-day share price return of a 19.63% decline and a 1-year total shareholder return of a 36.51% decline. This suggests any short term momentum is...

What DeLawder’s Retirement Signals for Park National C. Daniel DeLawder’s decision to retire from Park National (PRK) after a 55 year career, including 15 years as CEO, marks a meaningful leadership shift that centers squarely on boardroom continuity and governance. For shareholders, the upcoming 2026 Annual Meeting is now about more than routine director elections. It is a pivot point where the board will fill committee chair roles and define how it wants to oversee the bank’s next...

Diodes (DIOD) shares recently dropped after earnings fell short of expectations as the broader chip cycle cooled and revenue softened, putting fresh attention on how its fundamentals compare with today’s price. See our latest analysis for Diodes. Even with the recent earnings disappointment, Diodes’ share price has shown short term resilience, with a 7 day share price return of 9.92% and a year to date share price return of 6.63%. However, the 1 year total shareholder return of a 15.75%...

In recent commentary, Prologis highlighted that it has delivered 13% compound annual dividend growth over the past five years, underpinned by a strong balance sheet and financial flexibility. This record of dividend expansion, supported by investments in warehouses, data centers, and clean energy projects, reinforces the company’s focus on steadily growing recurring cash flows for shareholders. We’ll now examine how Prologis’ rapid dividend growth and expanding infrastructure investments...

Upstart Holdings (UPST) is back in focus after management highlighted strong Q3 results, with 80% year-on-year growth in originations, 71% revenue growth, and a sixfold sequential increase in GAAP net income. See our latest analysis for Upstart Holdings. The latest Q3 update comes after a mixed share price run, with a 12.74% 7 day share price return and 8.42% 30 day share price return, but a 15.87% decline in 1 year total shareholder return, while the 3 year total shareholder return is over...

If you are wondering whether S&P Global's share price still offers value at current levels, you are not alone. Many investors are asking the same question as the stock trades at recent highs. The stock last closed at US$539.65, with reported returns of 2.3% over 7 days, 8.3% over 30 days, 5.3% year to date, 10.6% over 1 year, 56.1% over 3 years, and 78.1% over 5 years. Recent coverage has focused on S&P Global's role in financial data, benchmarks, and credit ratings. Investors are paying...

The latest catalyst for Boeing (BA) is a US$2.7b U.S. Army contract for Apache helicopter support, paired with FAA-backed plans to increase 737 production, drawing fresh attention to the stock. See our latest analysis for Boeing. That contract and the FAA approved 737 production ramp come against a backdrop where the 1 year total shareholder return of 33.23% and 1 month share price return of 13.84% suggest momentum has recently picked up from a relatively flat year to date share price return...

Insulet Corporation recently made its debut at CES 2026 in Las Vegas, showcasing its Omnipod 5 automated insulin delivery system through an immersive booth, expert panel, and media demonstrations focused on “liveable technology.” The company used this high-profile consumer technology stage to position Omnipod 5 as automation that quietly manages diabetes in the background, emphasizing human-first design and everyday usability rather than traditional medical device framing. We’ll explore how...

MongoDB (MDB) is back in focus after a 5.1% share price move that lined up with upbeat AI sentiment around CES 2026 and a cluster of supportive analyst views on its platform. See our latest analysis for MongoDB. The latest move fits into a broader upswing, with a 90 day share price return of 33.38% and a 1 year total shareholder return of 77.21% suggesting momentum has been building rather than fading. If AI focused databases like MongoDB are on your radar, it could be a good time to broaden...

Chipotle Mexican Grill (CMG) is back in focus after a recent share move that coincides with shifting earnings expectations, softer comparable sales, and fresh attention on the company’s long-term expansion and menu plans. See our latest analysis for Chipotle Mexican Grill. The recent move in Chipotle Mexican Grill’s share price, with a 30 day share price return of 13.79% and a year to date share price return of 3.01%, contrasts with its 1 year total shareholder return of a 33.40% decline...

Bank of America (BAC) is drawing fresh attention after recent trading, with the share price at $57.25 and returns over the past day, week, month, and three months all in positive territory. See our latest analysis for Bank of America. Those recent share price gains sit within a steadier pattern, with a 2.32% year to date share price return and a 27.12% total shareholder return over the past year hinting at gradually improving sentiment toward Bank of America’s risk and growth profile. If Bank...

Raymond James’ downgrade of MPLX (MPLX) to Market Perform, following JP Morgan’s earlier rating cut, has put fresh attention on the partnership’s reliance on M&A and portfolio moves for future growth. See our latest analysis for MPLX. The recent downgrades come after a softer patch for the shares, with a 6.52% 1 month share price decline and a mildly weaker year to date move. However, the 1 year total shareholder return of 17.89% and 5 year total shareholder return above 200% show that longer...

In late December 2025, Kratos Defense & Security Solutions reported the successful factory acceptance test of its EPOCH command-and-control software with Airbus’ reconfigurable OneSat satellite platform, and separately disclosed approximately US$30 million of new national security-related air defense and C5ISR hardware production contracts. This combination of validated compatibility with a next-generation software-defined satellite system and fresh defense hardware orders underscores...

TransUnion (TRU) is back in focus after appointing Francesca Noli as Executive Vice President of Global Consumer Solutions, putting her in charge of TruEmpower’s product roadmap and go to market plans. See our latest analysis for TransUnion. The appointment comes as TransUnion’s share price sits at US$82.72 after a recent 1-day share price return of 4.86% decline and a 90-day share price return of 4.38%, while the 1-year total shareholder return of 7.80% decline contrasts with a 3-year total...

In recent days, Jefferies upgraded IBM to Buy and highlighted the company’s push into hybrid cloud, AI, and software through acquisitions including HashiCorp and the pending Confluent deal, while other brokers reiterated positive views following improved September-quarter results. Together with IBM’s quantum computing ambitions and its partnership with Anthropic to embed Claude into its software portfolio, these moves underline how the company is trying to reposition itself as a software-...

AngioDynamics (ANGO) has opened Q2 2026 earnings season with Q1 fiscal 2026 revenue of US$75.7 million and a basic EPS loss of US$0.26, as the market weighs those results against a current share price of US$11.44. Over recent quarters the company has reported revenue of US$67.5 million in Q1 2025, US$80.2 million in Q4 2025, and US$75.7 million in Q1 2026, while basic EPS losses moved from US$0.31 to US$0.15 and then to US$0.26. This keeps the focus on the company’s path back toward...

Recently, Corporación América Airports reported ongoing passenger growth across key hubs in Latin America and Europe, supported by inflation-indexed tariffs and disciplined capital spending on airport modernization rather than aggressive expansion. An important takeaway is that management highlighted constructive regulatory engagement in its main markets, which can be crucial for long-term concession stability and planning. We’ll now examine how this combination of stronger passenger trends...

Ameresco and Republic Services recently brought a renewable natural gas facility online at the Upper Rock Island County Landfill in East Moline, Illinois, upgrading landfill gas into pipeline-quality fuel capable of processing 2,000 standard cubic feet per minute and producing more than 500,000 Dekatherms annually. As the 16th joint project between the two companies, this facility strengthens Republic Services’ biogas reuse efforts and supports Illinois’ long-term clean energy targets while...

Recently, Hertz Global Holdings drew attention after Susquehanna revised its outlook on the company, reflecting market reactions to Hertz’s ongoing transformation toward vehicle sales and digital channels. The news also intersected with renewed interest from high-profile investors such as Bill Ackman, underscoring how external confidence can influence perceptions of Hertz’s repositioning efforts. Next, we’ll examine how Hertz’s intensified focus on digital and vehicle sales channels might...

Domino's Pizza stock snapshot Domino's Pizza (DPZ) has drawn fresh attention after a period of softer share performance, with the stock showing negative moves over the past week, month and past 3 months despite positive annual revenue and net income growth. See our latest analysis for Domino's Pizza. At a share price of US$406.50, Domino's Pizza has had a softer start to the year, with a year-to-date share price return of a 4.42% decline, even though the 1-year total shareholder return is...

UniFirst announced that long-time Executive Vice President of Operations David DiFillippo retired effective January 5, 2026, following a year-long planned transition of his responsibilities. At the same time, investors are focused on UniFirst’s recent technology upgrades and upcoming earnings report, which together highlight a renewed operational focus. With investors highlighting UniFirst’s technology investments as a potential margin driver, we’ll now examine how this shapes the company’s...

In late 2025, Corcept Therapeutics announced that the FDA issued a Complete Response Letter for its relacorilant NDA in hypertension secondary to hypercortisolism, citing the need for additional evidence of effectiveness despite positive GRACE and GRADIENT trial results. This decision challenges Corcept’s plan to evolve beyond its existing Korlym franchise and raises fresh questions about the robustness of its regulatory pathway for relacorilant. We’ll now examine how the FDA’s call for more...