U.S. Retail Distributors Stock News

If you are wondering whether Corpay at around US$337.12 is a bargain or a stock to be cautious about, you will want to look closely at what today’s price actually implies about its value. The share price performance has been mixed, with a 4.8% decline over the last 7 days, a 2.9% gain over the last 30 days, a 12.2% return year to date, and a 10.7% decline over the past year, while the 3 year and 5 year returns sit at 57.8% and 23.3% respectively. Recent coverage of Corpay has focused on its...

What WESCO International’s recent share move signals for investors WESCO International (WCC) recently closed at $307.10, with the stock showing mixed short term moves but positive returns over the past month, past 3 months, year to date, and past year. See our latest analysis for WESCO International. The 3.9% 1 day share price gain to US$307.10 follows a choppy week but sits within a stronger trend, with an 11.0% 30 day share price return and a 57.4% 1 year total shareholder return suggesting...

CECO Environmental (CECO) recently secured a record order worth over US$135 million for an emissions management system at a Texas natural gas power plant, drawing fresh attention to the stock and its role in pollution control. See our latest analysis for CECO Environmental. The record Texas contract and expanded US$700.0m credit facility have arrived alongside strong share price momentum, with a 20.42% 1 month share price return and a very large 1 year total shareholder return that signals...

Why Jane Fraser’s pay rise matters for Citigroup (C) shareholders Citigroup (C) has drawn fresh investor attention after lifting CEO Jane Fraser’s compensation to $42 million for 2025, a move the board links directly to record revenue and a 13% rise in net income. The decision, which brings Fraser’s pay close to that of top peers at rival banks, puts a spotlight on how Citi is tying leadership rewards to market performance and recent financial achievements. See our latest analysis for...

Why Target (TGT) Is Back on Investors’ Radar Target (TGT) has moved onto many watchlists after recent share price swings and fresh valuation signals, with some investors reassessing how its current pricing lines up against its fundamentals. See our latest analysis for Target. Recent moves in Target’s share price have been relatively steady, with a 30 day share price return of 5.41% and a 90 day share price return of 28.77%. This contrasts with a 1 year total shareholder return of 5.33%...

What the recent performance of Ascendis Pharma (NasdaqGS:ASND) tells you Ascendis Pharma (NasdaqGS:ASND) has drawn investor attention after a mixed stretch, with a 0.8% decline over the past day and a 2.6% drop over the past week, alongside a modest loss over the past month. See our latest analysis for Ascendis Pharma. Zooming out, the recent 1 day and 1 week share price declines sit against a 90 day share price return of 5.8% and a 1 year total shareholder return of 50.1%. This suggests...

CoreWeave, ticker NasdaqGS:CRWV, faces securities fraud class action lawsuits over alleged misstatements about its ability to scale AI cloud services. Legal notices claim the company understated its reliance on a single data center supplier and made materially misleading disclosures. Investors are being urged to join the proposed class actions before a March filing deadline. CoreWeave also recently announced a merger agreement with Core Scientific, suggesting a change in how it may source...

SOLV Energy (MWH) has caught investor attention after a single day move of 4.6%, prompting a closer look at how its current share price compares with its earnings power and value indicators. See our latest analysis for SOLV Energy. The 4.6% 1 day share price return to $32.34 sits alongside a 5.5% year to date share price return, suggesting momentum has recently picked up as investors reassess SOLV Energy’s earnings profile and perceived risk. If this move has you thinking about other...

In early February 2026, Helmerich & Payne reported first-quarter 2025 results showing revenue rising to US$1,017.03 million from US$677.30 million a year earlier, but swinging from net income of US$54.77 million to a net loss of US$96.71 million, or basic loss per share of US$0.98 from basic earnings per share of US$0.55. Despite this shift into loss, several research firms responded by expressing greater confidence in Helmerich & Payne’s prospects, citing its focus on advanced drilling...

Recent trading in Rocket Companies (RKT) has been shaped by a mix of company specific and sector wide forces, including elevated options activity ahead of earnings and sentiment shifts tied to housing data and Zillow’s recent results. See our latest analysis for Rocket Companies. At a share price of $18.68, Rocket Companies has seen a 5.24% 1 day share price gain but a 17.60% 30 day share price decline, even as its 1 year total shareholder return of 50.69% and 3 year total shareholder return...

If you are wondering whether WEX at around US$157 per share still offers value, looking closely at what you are paying for each dollar of its business is a useful place to start. The stock has been relatively muted recently, with a 0.8% decline over the last 7 days and a 2.3% decline over the last 30 days, while year to date it is up 6.3% and 1 year returns sit at 1.9% against weaker 3 year and 5 year returns of 18.0% and 28.7% declines. Recent coverage of WEX has focused on keeping...

If you are wondering whether STAG Industrial is fairly priced or offering value at today’s levels, this article will walk through what the current share price might be implying. The stock last closed at US$38.06, with returns of 1.0% over 30 days, 3.1% year to date, 12.8% over 1 year, 21.0% over 3 years and 45.8% over 5 years. These figures provide useful context before comparing price with underlying value. Recent headlines around STAG Industrial have focused on its position in industrial...

Comcast has recently completed and advanced broadband expansions across Indiana, West Virginia, Pennsylvania and Washington, bringing high-speed, symmetrical Internet and full Xfinity service bundles to tens of thousands of previously unserved or underserved homes and businesses through public–private partnerships and multi-year infrastructure investments. By tying these network buildouts to programs like Internet Essentials, BEAD-funded projects, and expanded business connectivity, Comcast...

Navitas Semiconductor (NasdaqGM:NVTS) introduced its 5th-generation GeneSiC silicon carbide Trench-Assisted Planar MOSFET platform for high-voltage power applications. The company also launched a 10 kW DC-DC power platform aimed at AI data centers and other high-demand infrastructure segments. Both launches target use cases in AI data centers, grid infrastructure, and industrial electrification where efficiency and power density are core requirements. Navitas focuses on power semiconductor...

In February 2026, GDS Holdings Limited closed a US$300,000,000 private placement of Series B Redeemable Convertible Preferred Shares, including participation from Chinese institutional investors and new investor Huatai Capital Investment Limited. Upon full conversion, Huatai Capital Investment Limited would hold 44,096,580 Class A ordinary shares, equal to 2.7% of GDS’s total shares outstanding. At the same time, affiliate DayOne Data Centers has been moving toward a potential US initial...

Broadridge Financial Solutions (NYSE:BR) announced the acquisition of CQG to expand its execution management and digital asset trading capabilities. The company rolled out its Mortgage-Backed Securities Trade Assignment Portal (TAP) with Nissay Asset Management, marking the first adoption of this tool in Japan. Broadridge added Trish Mosconi and Christopher Perry to its Board of Directors, while Brett Keller disclosed plans to resign from the board. Broadridge, trading at $173.7, is moving...

Automatic Data Processing (ADP) is back in focus after fiscal Q2 2026 results beat analyst revenue and adjusted EPS forecasts. However, the stock reaction has been shaped by insider selling and a new US$6b buyback announcement. See our latest analysis for Automatic Data Processing. Despite the Q2 beat and new US$6b buyback, recent sentiment shifts and insider selling have coincided with a 30 day share price return decline of 17.95% and a 1 year total shareholder return decline of 29.64%,...

McKesson (MCK) has been caught in a sector-wide selloff, with drug distribution and logistics names sliding about 4% after an AI focused logistics firm claimed sizable efficiency gains that rattled investors. See our latest analysis for McKesson. Against that backdrop, McKesson’s recent pullback sits alongside a 12.1% 30 day share price return and an 11.0% 90 day share price return. Its 1 year total shareholder return of 58.1% and 5 year total shareholder return of about 4.4x suggest momentum...

Safehold FY 2025 earnings snapshot Safehold (SAFE) has wrapped up FY 2025 with Q4 revenue of US$83.3 million and basic EPS of US$0.39, rounding out a trailing twelve month run of US$385.6 million in revenue and EPS of US$1.60 alongside year over year EPS growth of 8.2%. Over recent quarters the company has seen quarterly revenue range from US$83.3 million to US$102.7 million and EPS move between US$0.39 and US$0.41, against a backdrop of a five year EPS compound growth rate of 3.1%. With net...

In recent weeks, Ondas Holdings and its subsidiaries secured a multi-year landmine clearance contract in Israel worth over US$30,000,000 and a new multi-million dollar counter‑UAS order in a European NATO country, while also agreeing to acquire UK-based Rotron Aero to expand their unmanned and autonomous aerial capabilities. Together, these defense-focused wins and the Rotron Aero acquisition underscore Ondas’s push to build an integrated autonomous systems and border security platform...

Matic’s new partnership with nCino (NCNO) brings a home insurance marketplace directly into nCino’s mortgage point of sale product, a move that could matter for investors watching its role in digital lending workflows. See our latest analysis for nCino. nCino’s partnership activity arrives after a weak stretch for the stock, with a 30 day share price return of 34.04% and a 1 year total shareholder return decline of 52.88%, suggesting sentiment has been fading despite ongoing product...

UiPath recently broadened its automation platform into agentic AI, completed the acquisition of AI compliance specialist WorkFusion, and prepared to report its fiscal 2026 results on March 11, 2026. These moves, combined with rising short interest and a high-profile debate over valuation, are sharpening investor attention on how effectively UiPath can turn its AI ambitions into durable enterprise demand. We’ll now examine how UiPath’s push into agentic AI, highlighted by the WorkFusion...

Recent commentary has highlighted MasTec as a central contractor in building and upgrading 5G networks, data centers, clean energy projects, and EV charging infrastructure, reflecting growing investor attention to its role across critical digital and energy systems. An interesting takeaway is that MasTec is drawing increasing institutional interest not through hype, but through its broad exposure to long-term connectivity and energy transition build-outs. Next, we’ll examine how MasTec’s...

Masco (MAS) is back in focus after its latest quarterly update, where profitability topped analyst expectations, a 3% dividend increase was announced, and a new US$2b share repurchase program was unveiled. See our latest analysis for Masco. Those updates come after a strong run in the share price, with Masco up 25.4% on a 3 month share price return and 18.2% year to date. The 3 year total shareholder return of 46.3% shows longer term holders have also seen solid gains, suggesting momentum has...