U.S. Retail Distributors Stock News

If you are wondering whether Mercury Systems' recent share price strength still leaves any value on the table, this breakdown is designed to help you weigh the upside against the risks. The stock last closed at US$102.95, with returns of 16.0% over 7 days, 43.4% over 30 days, 35.4% year to date, 140.2% over 1 year and 119.4% over 3 years, which naturally raises questions about how the current price lines up with underlying value. These moves have played out alongside ongoing investor...

In early January 2026, Axon Vision announced it had received an order from Leonardo DRS for new AI-enabled counter-unmanned aerial systems to support U.S. defense and homeland security forces, with the systems set for operational evaluations across manned and unmanned platforms. These AI-based counter-drone systems deepen the cooperation between Leonardo DRS and Axon Vision, highlighting Leonardo DRS’s push to pair its advanced sensing and integration capabilities with third-party...

Recent progress in robotaxi partnerships and new market entries has put Lyft (LYFT) back in focus, as investors weigh autonomous ambitions against a flat share price over the past 3 months and strong free cash flow. See our latest analysis for Lyft. Those robotaxi partnerships and international pushes sit against a mixed share price picture, with the latest close at US$18.88, a 1 year total shareholder return of 38.82% and a 5 year total shareholder return of a 60.75% decline. This suggests...

Investors may be asking whether SEI Investments is fairly priced at its recent levels, or if the market is overlooking something in plain sight. The stock last closed at US$86.54, with a 0.8% decline over 7 days, a 4.3% return over 30 days and year to date, and a 5.6% return over the past year. The 3-year and 5-year returns are 48.0% and 54.6% respectively. Recent price moves are drawing fresh attention to how SEI Investments is positioning itself in the broader diversified financials space...

If you are wondering whether NextEra Energy is still sensibly priced or if the recent excitement has already been reflected in the share price, this article walks through what the numbers indicate about value. NextEra Energy's share price last closed at US$82.19, with returns of 3.4% over 7 days, 1.1% over 30 days, 1.6% year to date, 18.7% over 1 year and 11.6% over 5 years. These figures provide a useful backdrop before looking at valuation in detail. Recent coverage around the stock has...

In early January 2026, Wabtec Corporation announced a $386 million follow-on order from New York’s MTA for R255 hybrid battery-diesel work locomotives, which will be built in Erie, Pennsylvania and are scheduled for delivery starting in 2027 as part of the transit system’s broader modernization efforts. By enabling zero-emission operation in confined tunnel work zones and adding digital diagnostics and video capabilities, these locomotives tie Wabtec’s rail equipment business directly to...

On January 5, 2026, Keefe Bruyette analyst Catherine Mealor upgraded Cullen/Frost Bankers to Outperform, citing expectations of stronger organic loan growth and benefits from its branch expansion strategy. The upgrade highlights Keefe’s view that Cullen/Frost’s capital deployment and expanding Texas footprint could generate earnings contributions that are not yet fully reflected in market expectations. We’ll now examine how expectations for stronger organic loan growth could reshape...

If you have ever wondered whether Berkshire Hathaway stock still offers solid value at its current price, this breakdown will help you frame that question in a clear, practical way. The shares recently closed at US$738,690.90, with returns of a 1.3% decline over 7 days, a 2.3% decline over 30 days, a 0.7% decline year to date, 5.1% over 1 year, 57.3% over 3 years and 110.7% over 5 years. This gives useful context before comparing the price to underlying value. Recent headlines around...

If you are wondering whether Sandisk is still worth considering at current levels, the recent price action and valuation checks raise some questions worth answering. The stock last closed at US$409.24, with returns of 22.3% over the past 7 days, 95.5% over the past 30 days, and 48.7% year to date. This has caught the attention of many investors thinking about risk and reward. Recent news coverage has focused on Sandisk as part of ongoing evergreen interest in the company, as investors look...

Citigroup downgrade puts Seadrill in sharper focus Citigroup’s decision to cut Seadrill (SDRL) from Neutral to Sell, along with a lower valuation view, has sharpened attention on the offshore driller’s risk profile and how current pricing aligns with those concerns. See our latest analysis for Seadrill. Citigroup’s downgrade comes after a period where Seadrill’s 30 day share price return of 16.79% and 90 day share price return of 19.09% point to building momentum, even as the 1 year total...

Thermon Group Holdings recently posted second quarter 2025 results that exceeded market expectations on both adjusted earnings per share and revenue, underscoring resilient operating performance ahead of 16 January 2026. This earnings beat has reinforced confidence in Thermon’s ability to convert its order momentum into profitable growth, particularly in its higher-margin, differentiated heating solutions. We’ll now explore how Thermon’s stronger-than-expected quarterly earnings reshape its...

Why AutoZone is catching investor attention now AutoZone (AZO) is back on many investors’ screens after mixed recent returns, with the stock up over the past week and month but showing a double digit decline over the past 3 months. At a last close of $3,465.45, the auto parts retailer and distributor sits against a backdrop of solid annual revenue of about $19.3b and net income of roughly $2.5b. This is prompting fresh questions about how the current price lines up with its fundamentals. See...

If you are wondering whether Constellation Brands is attractively priced right now, this article walks through what the current share price might be implying about value. The stock last closed at US$158.75, with returns of 7.3% over 7 days, 11.3% over 30 days and 12.5% year to date, compared to an 11.8% decline over 1 year and a 22.5% and 24.6% decline over 3 and 5 years respectively. These mixed returns suggest sentiment around the stock has shifted over different time frames. Often, moves...

Earlier this week, Wells Fargo & Company reported mixed fourth-quarter and full-year 2025 results, with adjusted earnings per share ahead of analyst expectations but revenue, net interest income, and net interest margin coming in below forecasts amid higher severance expenses and a larger provision for credit losses of just over US$1.00 billion. At the same time, the bank’s long-standing Federal Reserve asset cap was lifted, freeing Wells Fargo to pursue balance sheet growth while it issued...

Penumbra (PEN) has drawn fresh attention after a strong recent run, with the stock up about 11% over the past week, 14% over the past month, and 41% in the past 3 months. See our latest analysis for Penumbra. That recent 11.82% 1 day share price return and 40.76% 90 day share price return sit alongside a 33.62% 1 year total shareholder return. This pattern suggests momentum has been building over both shorter and longer periods. If Penumbra’s move has you looking beyond a single name, it...

Glaukos Corporation recently reaffirmed its 2026 net sales guidance of US$600 million to US$620 million after reporting strong preliminary, unaudited net sales for the fourth quarter and full year of 2025. The company underscored its progress commercializing iDose TR and other glaucoma therapies, supported by a cash balance of US$283 million and no debt, which reinforces its capacity to fund ongoing product expansion. We’ll now examine how Glaukos’ reaffirmed 2026 revenue guidance shapes the...

If you are wondering whether Devon Energy at around US$36.32 is offering good value right now, the key is to look past the ticker and focus on what the current price actually implies. The stock has seen a 0.6% return over the last 7 days and 3.5% over the last month, set against a year to date return of a 4.1% decline and a 1-year return of a 2.8% decline, with a longer 3-year return of a 36.0% decline and a 5-year return that is roughly 1.6x higher than five years ago. Recent coverage...

In early January 2026, Casey's General Stores highlighted its growth plans at the ICR Conference and continued rolling out its smaller-format goodstop convenience stores in Iowa, while reporting higher quarterly net income of US$206.3 million and reaffirming its long-running record of annual dividend increases. At the same time, analysts spotlighted Casey's as a major U.S. pizza player and applauded its expanding foodservice innovation, store portfolio growth, and strengthened acquisition...

Dover (DOV) was recently upgraded by UBS, with the analyst citing macroeconomic and policy tailwinds, a potential cyclical recovery, and perceived undervaluation versus industrial peers as key factors behind the more positive view. See our latest analysis for Dover. The UBS upgrade comes after a strong run in Dover’s share price, with a 90 day share price return of 23.64% and a 30 day share price return of 4.70%. The 1 year total shareholder return of 7.04% compares with significantly higher...

Why MDU Resources Group (MDU) Is On Investors’ Radar Today MDU Resources Group (MDU) has caught investor attention after its recent share performance, with returns over the past month and past 3 months prompting fresh interest in this regulated utility and energy infrastructure business. See our latest analysis for MDU Resources Group. At a share price of $20.42, MDU Resources Group has seen a 4.66% 1 month share price return and a 6.52% 3 month share price return. Its 1 year total...

In recent days, Deluxe announced a collaboration with Visa to power its new dlxFastFundsSM service via Visa Direct, offering businesses near real-time access to funds for needs like inventory, payroll, and reinvestment through Visa’s payment network and the Deluxe Payments Platform. At the same time, Visa is facing pressure from U.S. policy proposals on credit card fees and rates while pushing ahead with stablecoin integrations and AI-enabled payment initiatives, highlighting how regulatory...

In recent months, Figma has expanded its AI-powered design workflow offerings, including a collaboration with OpenAI to launch a Figma AI App for ChatGPT and new admin tools to track AI credit usage, while investors await its upcoming 2025 earnings and additional share releases after lock-up expirations. This push into AI-enabled design, combined with expectations around enterprise AI adoption and evolving corporate IT budgets, is increasingly shaping how the market views Figma’s long-term...

Renewed optimism around Carvana (CVNA) has been driven by several analysts reaffirming or increasing their positive views. They point to the company’s logistics network, reconditioning capacity, brand strength, and exposure to online used car demand. See our latest analysis for Carvana. Carvana’s latest share price of $460.88 comes after a 90 day share price return of 38.07% and a 1 year total shareholder return of 98.72%, with the 3 year total shareholder return above 7x. This signals that...

SLB (SLB) is back in focus after an Evercore ISI upgrade related to its ChampionX acquisition, a reduced risk profile, and new international contract awards that include work in Venezuela, Saudi Arabia, and the Gulf of America. See our latest analysis for SLB. Those contract wins in Venezuela, Saudi Arabia, and the Gulf of America have arrived alongside a sharp pickup in trading momentum, with a 30-day share price return of 23.82% and a 90-day gain of 42.72%. At the same time, the 5-year...