U.S. Specialty Stores Stock News

Recent commentary notes that Enact Holdings has faced rising costs outpacing its revenue and weaker earnings growth compared to industry peers, along with sluggish premium growth and less profitable sales in recent periods. This development has raised questions about the company's operational efficiency and future competitiveness in the private mortgage insurance market. We'll explore how concerns about rising operating costs may alter the outlook for Enact Holdings' investment narrative and...

Churchill Downs (CHDN) posted a net profit margin of 14%, down from 15.4% the previous year, as earnings growth reversed from the previous trajectory of 21.7% growth per year to a decline over the latest period. The stock is currently trading at $103.68, significantly below the estimated fair value of $148.07. The forward outlook shows earnings expected to grow 7.2% per year and revenue to rise 3.7% annually. With a price-to-earnings ratio of 17.9x that undercuts peers and the broader US...

Deciding what to do with Hecla Mining stock is not just a matter of checking tickers. If you have kept an eye on mining stocks lately, you may have noticed the rollercoaster ride Hecla has experienced. Just last week, the stock finished down 15.2%, a sharp correction after a recent 15.8% surge over the past month. Looking a bit further back, the story becomes even more dramatic: year-to-date, Hecla shares are up an impressive 145.8%, and over the past five years, they have climbed nearly...

Hartford Insurance Group (HIG) has caught the attention of investors recently, as its stock performance reveals a blend of steady growth and occasional pullbacks. Some are now reevaluating its valuation and future prospects in today’s market. See our latest analysis for Hartford Insurance Group. Hartford Insurance Group’s share price momentum has cooled a bit since its 14.87% year-to-date climb, but the latest dip seems more like a breather rather than a major shift in sentiment. Despite...

Valero Energy (VLO) posted a net profit margin of 0.6%, a sharp drop from 4.4% the year before, as a one-off $1.1 billion loss weighed on results for the twelve months through September 2025. Over the past five years, VLO’s annual earnings grew 21.6%, but that streak broke this year with a decline, despite the share price now sitting at $173.13, which is well below a discounted cash flow fair value estimate of $301.08. Against this backdrop, investors are weighing a forward-looking earnings...

StepStone Group has opened a new office in Riyadh, Saudi Arabia, marking its first physical presence in the Middle East and reinforcing its commitment to clients in the Kingdom. This expansion supports Saudi Arabia’s Vision 2030 and enables StepStone to deepen its investor relationships while broadening access to private market opportunities in the region. We'll explore how StepStone’s strengthened Middle East presence shapes its investment narrative and enhances access to regional private...

Las Vegas Sands (LVS) reported net profit margins of 12.7%, slightly below last year's 13.3%, as recent earnings growth came in at 3.5% compared to the company’s five-year average annual gain of 62.5%. Despite the moderation, the company remains profitable with high quality earnings and forecasts pointing to annual earnings growth of about 15.05%, along with revenue growth of 5.6% per year, which trails the broader US market’s 10% pace. See our full analysis for Las Vegas Sands. Next, we’ll...

If you have been watching Cognizant Technology Solutions lately and wondering whether now might be the time to act, you are not alone. This global IT services giant has caught the eye of many investors, especially after its recent price swings. Over the past week, the stock has posted a solid gain of 3.9%, shaking off some of the hesitation that has weighed on its year-to-date performance, which is still sitting at -11.0%. The broader one-year return is also negative at -7.7%. Looking at a...

Universal Health Services (UHS) is encountering operational challenges, including weak comparable store sales and higher costs. These issues are leading to thinner free cash flow margins. These factors appear to be impacting the company's short-term outlook for investors. See our latest analysis for Universal Health Services. After a stretch of weak comparable store sales and rising costs, Universal Health Services has still managed to capture the market’s attention, with momentum building in...

If you have been tracking Twilio lately, you know the stock has kept everyone guessing. Maybe you are wondering if now is the time to double down or finally take some profits off the table. After all, Twilio’s share price recently closed at $110.82, up an impressive 4.3% just in the past week and 7.1% over the last month. The yearly return is even more eye-catching at 55.6%. However, longer-term investors are still nursing wounds from a 61.6% drop over five years. So what has sparked this...

QCR Holdings (QCRH) delivered average annual earnings growth of 10.9% over the past five years. Most recently, earnings growth moderated to 4.5%. Net profit margins climbed to 36.2%, up from 34.1% a year ago. Looking ahead, revenue is forecast to grow at 12.2% per year, outpacing the broader US market. However, earnings growth is expected to lag the industry. Following these results, investors are likely to see a combination of margin improvement and robust top-line prospects, set against...

T-Mobile US (TMUS) delivered a net profit margin of 14.5%, up from 12% a year ago, with high quality earnings reported for the period. Over the past five years, earnings have grown by an average of 38.6% per year, while the latest year’s growth of 29.2% signaled continued positive momentum, although it remained below the longer-term trend. Looking ahead, earnings are expected to rise roughly 15% annually and revenue growth is forecast at 4.8% per year. Both figures are just below broader US...

Xcel Energy (XEL) has seen its stock climb over the past month, gaining over 10%. Investors are looking at what has been driving this recent momentum, as well as whether the trend can continue. See our latest analysis for Xcel Energy. Xcel Energy’s recent 10% one-month share price gain builds on growing momentum, with a 20% share price return year to date and an impressive 27.6% total shareholder return over the last twelve months. This uptrend hints at renewed optimism around the company's...

IMAX (IMAX) reported net profit margins of 9%, up from 6% a year ago, and posted earnings growth of 53.3% over the past twelve months with an impressive five-year compound annual growth rate of 80.1%. Looking ahead, company earnings are forecast to rise 25.3% per year, well ahead of the US market's expected 15.5% annual growth. Revenue is expected to expand at a modest 5.5% per year. Higher earnings quality, improved profitability, and a valuation below fair value could drive further positive...

Popular (BPOP) reported a net profit margin of 25.7%, a notable increase from 19.7% the previous year. Earnings climbed 40.9% over the last twelve months compared to a 4% average annual decline over the past five years. Looking ahead, analysts expect annual earnings growth of 6.7% and revenue growth of 6%, both slightly behind overall US market trends. However, the company stands out for its high-quality earnings and attractive dividend. See our full analysis for Popular. Now, let’s see how...

Earlier this week, Surgery Partners reported quarterly revenues and earnings per share that exceeded analysts' expectations and raised its full-year guidance by a wider margin than industry peers. This strong operational performance underscores the company's ability to outperform sector challenges, supported by ongoing shifts in outpatient and specialty care trends. We’ll explore how Surgery Partners' raised full-year guidance and outperformance deepen the company’s investment case in...

AutoNation (AN) delivered a 3% annual decline in earnings over the past five years, with net profit margins slipping to 2.3% from 2.9% last year and reporting negative earnings growth in the most recent period. While forward-looking forecasts point to 7.29% annual earnings growth, this rate trails the US market’s broader earnings growth of 15.5% per year and revenue growth expectations of 10% per year. Margin compression and a pattern of steady but subdued growth are affecting sentiment...

Shoals Technologies Group (SHLS) just earned fresh attention with a new Buy rating and encouraging notes on its leadership in U.S. utility-scale electrical systems. Recent company updates also highlight strong solar demand alongside new growth initiatives overseas. See our latest analysis for Shoals Technologies Group. Shoals Technologies Group has grabbed fresh attention amid a wave of upbeat analyst commentary and company milestones. This has been capped by a rapid 43% share price return...

Live Oak Bancshares (LOB) reported current net profit margins of 15.8%, down from 20.6% last year, reflecting a period of negative earnings growth over the past year and an 11.7% annual decline in earnings across five years. Looking ahead, though, the company is expected to deliver a sharp turnaround, with earnings projected to jump 41.9% and revenue to rise 21% per year, both outperforming the US market averages. With high quality earnings and valuation hovering below some analyst estimates,...

Thinking about buying, selling, or just holding on to your TJX Companies shares? You are not alone. With a consistent run of strong returns over the past several years, the stock keeps making its way into investor conversations. In the last week, the price dipped by a slight 0.1%. Zooming out, TJX is up 1.9% over the past month and a striking 17.5% so far this year. For loyal investors, the long-term gains have been even more impressive, rising 26.3% in the past year and more than doubling...

Boston Scientific (BSX) delivered a net profit margin of 14.4%, an improvement over last year’s 11.3%, and achieved earnings growth of 55.7% year-over-year compared to its five-year average of 20.9% per year. Shares currently trade at $102.39, well above the estimated fair value of $87.13, with a Price-To-Earnings ratio of 54.4x that outpaces both peer and industry averages. While the company is forecast to grow revenue and earnings at solid rates in line with or ahead of the US market, its...

Wayfair (W) is expanding its collaboration with Affirm, bringing flexible pay-over-time options directly to checkout across all Wayfair brands. This move comes just in time for the company’s key sales events and the holiday shopping season. See our latest analysis for Wayfair. Wayfair’s momentum is hard to ignore; the stock’s sharp rebound has been underpinned by major moves like the Affirm partnership and continued network optimization. With a year-to-date share price return of 80%, recent...

Renewed analyst and investor interest in Tecnoglass has emerged in recent days, driven by discussion of its vertically integrated manufacturing model and strong demand outlook across the Americas, with a bullish investment thesis published on a prominent investment blog further elevating its profile. An important insight is that much of this attention centers on Tecnoglass’s cost advantages and steady repeat business, highlighting the perceived sustainability of its operating model rather...

Brandywine Realty Trust (BDN) remains unprofitable, with net losses accelerating at a steep 76.5% per year over the past five years. Revenue is projected to grow at 10% annually, which matches the broader US market rate, but the company is not expected to turn a profit within the next three years. Despite shares appearing fairly valued on a price-to-sales basis compared to peers and the US Office REITs industry average of 2.2x, they trade above an estimated fair value of $1.74 based on...