U.S. Retail Distributors Stock News

In late November 2025, Onto Innovation Inc. filed and then closed a shelf registration for 641,771 common shares, raising about US$80.39 million out of a registered US$87.86 million. This capital move followed stronger-than-expected third-quarter results and upbeat guidance tied to AI-driven advanced packaging and the Semilab acquisition, underscoring management’s confidence in funding growth. We’ll now examine how Onto Innovation’s stronger AI-packaging outlook and new capital from the...

In December 2025, PPG Industries announced that long-serving chief financial officer and senior vice president Vincent J. Morales plans to retire on July 1, 2026, after more than 40 years with the company, and has begun a global internal and external search for his successor. Because Morales also oversees corporate development and information technology, his planned departure marks a broad leadership transition across finance, M&A and digital capabilities at PPG. We’ll now examine how PPG’s...

Stewards Inc. recently appointed Scott McGowan as Chief Marketing Officer, tasking him with leading integrated marketing, corporate communications and investor engagement as the company expands its three operating segments and advances toward an uplisting to the Nasdaq Capital Market. With more than two decades of experience guiding companies through growth and organizational transitions, McGowan’s role is poised to shape how Stewards presents its mission, performance and long-term strategy...

In November 2025, Engaged Capital sent a books-and-records demand to BlackLine’s board over its handling of multiple acquisition offers, including an actionable US$66-per-share proposal from SAP, and raised concerns about transparency, underperformance versus software peers, and stockholder engagement. Shortly afterward, Rosenblatt Securities initiated coverage on BlackLine with a positive fundamental view, adding fresh external scrutiny to a company already under pressure from an activist...

In the past quarter, U.S. Bancorp reported an 18% jump in Q3 2025 net income to US$1.89 billion, supported by 9.5% fee income growth across areas such as capital markets and trust and investment management. At the same time, institutional investor Mackenzie Financial Corp increased its U.S. Bancorp holdings by 13.3% to 244,191 shares, highlighting how recent financial strength is drawing renewed attention to the bank’s fee-driven business model. We’ll now examine how this strong profit and...

If you are wondering whether Brookfield Business Partners is still a value play after its strong run, or if most of the upside is already priced in, you are not alone. That is exactly what this breakdown is going to tackle. The stock has climbed 4.4% over the last week and 1.2% over the past month. Those short term moves sit on top of a 48.0% year to date gain and a 108.3% return over three years. Those returns have been supported by Brookfield Business Partners continuing to reshuffle its...

In late November and early December 2025, AMD’s ecosystem partners Vultr, HPE and Zyphra announced major AI infrastructure moves, including a Vultr AI supercluster using 24,000 AMD Instinct MI355X GPUs in Ohio, HPE’s adoption of AMD’s new “Helios” rack-scale AI platform, and Zyphra’s frontier-scale MoE training success on an all‑AMD stack. Taken together, these deployments highlight growing real-world validation of AMD’s AI accelerators and full-stack platform for large-scale training,...

Box (BOX) just posted its Q3 2026 numbers, with revenue at $301.1 million and basic EPS of $0.08, setting the stage against a year where trailing-12-month revenue reached about $1.2 billion and basic EPS came in at $1.28. Over the past few quarters the company has seen revenue move from $275.9 million in Q3 2025 to $301.1 million in Q3 2026, while quarterly basic EPS shifted from $0.05 to $0.08, as trailing net profit margins climbed from 11% to 16% and put profitability more firmly in focus...

Wondering if Ecolab is still worth buying after its strong run, or if the upside has already been priced in? Here is a closer look at what the current share price might really be telling you. The stock has pulled back about 3.9% over the last week after a steady 2.7% gain over the past month, but it is still up 14.5% year to date and about 84.6% over three years, which keeps it firmly on growth investors radars. Recent headlines have focused on Ecolab expanding its water treatment and...

In early December 2025, Astera Labs announced plans to deliver custom connectivity solutions for next-generation AI infrastructure, building on its earlier entry into NVIDIA’s NVLink Fusion Ecosystem and targeting hyperscalers needing tailored, workload-specific performance, energy efficiency, and cost optimization. An important angle is how Astera Labs is pairing its standards-based Intelligent Connectivity Platform with custom NVLink-focused designs and photonic chiplet technology to...

If you are wondering whether Agnico Eagle Mines is still a smart buy after its massive run, you are not alone. This is exactly the question we are going to unpack. The stock has climbed 106.3% year to date and 100.4% over the last year, even after a recent 2.2% dip over the past week and a 4.1% gain in the last month. This has dramatically changed how the market is pricing its growth and risk. Investors have been reacting to a mix of macro drivers such as shifting expectations for interest...

Richtech Robotics (RR) is back in the spotlight after reports that the Trump administration is drafting executive actions to jump start US robotics, sending the stock up nearly 19% and sparking heavy options trading. See our latest analysis for Richtech Robotics. The policy buzz has landed on a stock that was already swinging back into favor, with Richtech's 1 day share price return of 18.5 percent capping a year to date share price return of 75.1 percent and an eye catching 1 year total...

AerCap Holdings N.V. has authorized a share repurchase program of up to US$1,000 million, to be funded from cash on hand and operating cash flow, running through June 30, 2026, and has also recently delivered the first of three Boeing 777-300ERSF converted freighters to Fly Meta Leasing Co. Ltd. This combination of a large, internally funded buyback and AerCap’s early involvement in the 777-300ERSF freighter platform highlights how the company is using both capital returns and fleet...

DNOW stock has been quietly resetting after a tough past 3 months, even though the underlying business continues to grow revenue and earnings at a solid clip. That mismatch is where things get interesting. See our latest analysis for DNOW. At $14.18, DNOW’s recent pullback is part of a choppy stretch, with a 90 day share price return of negative 11.43 percent contrasting with a still positive year to date share price return of 9.5 percent and a solid 5 year total shareholder return of 129.08...

D.R. Horton (DHI) shares have quietly pushed higher over the past month, easily outpacing the broader market. With the stock up roughly 14% in that stretch, investors are reassessing what they are paying for future housing demand. See our latest analysis for D.R. Horton. That latest jump takes D.R. Horton’s share price to about $165, capping a solid year to date share price return while the 3 year total shareholder return near doubles investors’ money. This suggests momentum is rebuilding as...

In recent days, reports that Microsoft had lowered AI sales targets due to slower-than-expected demand were followed by firm company denials, with Microsoft insisting aggregate quotas and targets for AI products remain unchanged. This clash between media accounts and Microsoft's response has drawn attention to how quickly enterprises are actually adopting new AI tools, and what that means for the company’s AI revenue ramp. We’ll now examine how this uncertainty around AI sales traction and...

If you are wondering whether Phillips 66 at around $139.85 is still good value after its strong run, or if you are late to the party, you are in the right place to unpack what the market is really pricing in. The stock is up 3.6% over the last week and 1.4% over the past month, building on a 22.2% year-to-date gain and a 147.2% return over five years. That suggests investors are already paying up for its refining and midstream story. Recent headlines have focused on Phillips 66 sharpening...

Credo Technology Group Holding (CRDO) just posted Q2 2026 results with revenue of about $268 million and basic EPS of $0.47, alongside trailing twelve month revenue of roughly $796 million and EPS of $1.24 that underscore how the business is scaling. The company has seen revenue move from $72 million in Q2 2025 to $268 million in Q2 2026, while basic EPS shifted from a loss of $0.03 to a positive $0.47 over the same period. This sets up a story where expanding profitability and thicker...

If you are wondering whether Nasdaq is still a buy after such a strong multi year run, you are not alone. This is exactly the kind of stock where valuation really matters. Despite a recent 1.8% dip over the last week, the shares are still up 2.9% over the past month, 14.1% year to date and 126.2% over five years. That naturally raises questions about how much upside is really left. Recent headlines have focused on Nasdaq leaning further into its role as a technology and data platform for...

Many investors are asking whether Progressive at around $227 a share is still a smart buy or if the market has already priced in the upside. This is exactly the kind of setup where valuation analysis becomes especially important. The stock has slipped about 0.9% over the last week, but that comes after an 11.5% jump over the past month and gains of 79.3% in 3 years and 167.8% in 5 years. It is still down 5.6% year to date and 11.0% over the last 12 months. Recently, investors have been...

In recent days, Waste Management expanded its recycling programs to accept polypropylene plastic cups and paper to-go cups, while committing about US$1.40 billion to new recycling infrastructure across North America. At the same time, the company agreed to build and operate Colorado’s first landfill gas-to-renewable natural gas plant, highlighting how its recycling and energy projects are reshaping municipal waste and climate solutions. We’ll now examine how Waste Management’s...

Axogen has reported that the FDA has approved the Biologics License Application for AVANCE, an acellular nerve allograft for treating peripheral nerve discontinuities in adults and children aged one month and older under a biologic regulatory framework. This shift from tissue to biologic classification, with certain indications approved under the FDA’s Accelerated Approval pathway pending confirmatory trials, enhances regulatory rigor and could influence how clinicians, payers, and patients...

If you are wondering whether Catalyst Pharmaceuticals is still attractive at around $23 a share, or if most of the upside is already reflected in the price, you are not alone. Despite a modest slip of 1.4% over the past week, the stock is up 8.2% over the last month, 7.3% year to date and 539.9% over five years, which suggests investors have been steadily re rating its prospects. Recent attention on its expanding rare disease portfolio and ongoing efforts to defend and extend its Firdapse...

Wondering if Kraft Heinz is a quietly mispriced staple or a value trap in plain sight? This breakdown will help you figure out whether today’s share price makes sense for long term investors. Despite being down 18.7% year to date and 14.2% over the last year, Kraft Heinz has seen a modest 3.6% lift over the past month, suggesting sentiment may be starting to stabilize after a tough stretch. Recent headlines have focused on Kraft Heinz reshaping its portfolio and leaning harder into higher...