U.S. Specialty Stores Stock News

NYSE:WMS
NYSE:WMSBuilding

A Look At Advanced Drainage Systems (WMS) Valuation After New $500 Million Debt Financing

Advanced Drainage Systems (WMS) has drawn fresh attention after completing a $500 million private offering of 5.375% senior unsecured notes due 2034, along with planned amendments to its senior secured credit facility. See our latest analysis for Advanced Drainage Systems. The fresh $500 million notes and the planned credit facility changes come after a period of solid momentum, with a 30 day share price return of 10.05% and a 1 year total shareholder return of 48.50% indicating investors...
NasdaqGS:PRGS
NasdaqGS:PRGSSoftware

Progress Software (PRGS) Valuation Check After Q4 Earnings Beat And AI Growth Plans

Q4 earnings beat and AI focus put Progress Software (PRGS) in the spotlight Progress Software (PRGS) has moved back into focus after a strong Q4 earnings beat, with management highlighting AI driven growth plans, tighter cost controls, and revenue opportunities across its AI powered software platforms. See our latest analysis for Progress Software. At a share price of US$40.84, Progress Software has seen strong short term momentum, with a 7 day share price return of 11.8%, even though its 1...
NasdaqGS:SHOP
NasdaqGS:SHOPIT

How Investors May Respond To Shopify (SHOP) Buyback Amid Lower Profitability And Strong Q1 2026 Revenue Outlook

Earlier in February 2026, Shopify reported Fourth Quarter 2025 and full‑year 2025 results, with revenue rising to US$3.67 billion for the quarter and US$11.56 billion for the year, while net income declined to US$743 million and US$1.23 billion respectively, and guided to low‑thirties percentage revenue growth for First Quarter 2026. On the same day, Shopify’s board authorized an open‑ended US$2.00 billion share repurchase program covering up to 5% of Class A shares, underlining management’s...
NYSE:RRC
NYSE:RRCOil and Gas

A Look At Range Resources (RRC) Valuation As Earnings And Guidance Draw Investor Focus

Upcoming earnings and guidance focus for Range Resources Range Resources (RRC) reports quarterly earnings on February 24, 2026, with the market watching closely to see how any guidance might shape expectations for the next few months. See our latest analysis for Range Resources. Range Resources’ share price is at US$38.58, with a 1 month share price return of 6.16% and a year to date share price return of 9.29%. The 5 year total shareholder return of 298.84% points to a strong longer term...
NasdaqGS:ZD
NasdaqGS:ZDInteractive Media and Services

Does Ziff Davis’s Q4 EPS Collapse Amid Modest Growth Recast the Bull Case For ZD?

In February 2026, Ziff Davis, Inc. reported fourth-quarter 2025 results showing sales of US$406.71 million and net income of US$0.37 million, with full-year 2025 sales of US$1.45 billion and net income of US$47.35 million, both compared with slightly higher profit levels a year earlier. The sharp year-on-year drop in quarterly earnings per share, from US$1.43 diluted to US$0.01, contrasts with modest full-year revenue growth and raises questions about cost pressures, one-off items, or...
NYSE:AD
NYSE:ADWireless Telecom

A Look At Array Digital Infrastructure (AD) Valuation After Q4 2025 Results And 2026 Growth Outlook

Array Digital Infrastructure (AD) caught investors’ attention after Q4 2025 results and 2026 guidance combined higher revenue, stronger profitability and a clearer tower focused model following wireless divestitures and major spectrum transactions. See our latest analysis for Array Digital Infrastructure. Despite the strong Q4 headlines, Array Digital Infrastructure’s recent share price performance has cooled, with a 7 day share price return of a 4.7% decline and year to date share price...
NYSE:JOE
NYSE:JOEReal Estate

A Look At St. Joe (JOE) Valuation As It Expands Watersound Sales Centers And Integrated Services

Event overview and why it matters for St. Joe St. Joe (JOE) has broken ground on a third sales center for its Watersound Real Estate brokerage at Watersound West Bay Center, expanding its presence in high-traffic Gulf Coast communities. The new location is planned to sit alongside Watersound Title Agency and Watersound Insurance Agency, reflecting the company’s push toward integrated, asset-light services that can support recurring revenue tied to its residential communities. See our latest...
NasdaqGS:CENX
NasdaqGS:CENXMetals and Mining

Century Aluminum (CENX) Is Up 12.6% After Oklahoma Smelter Bet And U.S. Expansion Push – Has The Bull Case Changed?

Century Aluminum recently reported fourth-quarter 2025 results, with revenue of US$633.7 million and net income of US$1.8 million, and its CEO Jesse Gary has since presented the company’s outlook and operational plans at the BMO Global Metals, Mining & Critical Minerals Conference in Florida. Alongside these earnings, Century Aluminum is pushing ahead with an expansion of U.S. production and a new Oklahoma smelter project, signaling a major bet on reshoring and tariff-supported domestic...
NYSE:AMP
NYSE:AMPCapital Markets

Leadership Change In Key Wealth Unit Might Change The Case For Investing In Ameriprise Financial (AMP)

Ameriprise Financial has announced that Joseph E. Sweeney, President of Advice & Wealth Management Products & Service Delivery, will retire from the company on April 3, 2026, marking a significant leadership transition in a core business segment. This change comes shortly after Ameriprise reported strong Q4 2025 results with record earnings and client assets of about US$1.70 trillion, underscoring the importance of succession planning in its Advice & Wealth Management franchise. With...
NasdaqGM:WINA
NasdaqGM:WINASpecialty Retail

Winmark (WINA) Valuation Check After Earnings Growth And Premium P/E Multiple

Winmark earnings trigger fresh look at the stock Winmark (WINA) just released fourth quarter and full year 2025 results, with both revenue and net income higher than the prior year, putting the resale franchisor’s financial profile back in focus for investors. See our latest analysis for Winmark. The earnings release comes after a strong run for shareholders, with a 1 year total shareholder return of 40.04% and a 5 year total shareholder return of 190.89%. The share price return has gained...
NYSE:WT
NYSE:WTCapital Markets

How SEC’s Tokenized Money Market Trial Could Shape WisdomTree’s (WT) Digital Asset Strategy

The U.S. Securities and Exchange Commission recently granted WisdomTree a one-off exemption to allow intraday trading of tokenized shares in its Treasury Money Market Digital Fund, rather than only at end-of-day prices. This first-of-its-kind approval for a tokenized mutual fund highlights WisdomTree’s role in testing how blockchain could change fund access and settlement. We’ll now explore how this SEC-approved intraday trading of tokenized money market shares could influence WisdomTree’s...
NYSE:AER
NYSE:AERTrade Distributors

AerCap Frontier Deal Reshapes A320neo Exposure And Future Lease Cash Flows

AerCap Holdings (NYSE:AER) and Frontier Group Holdings agreed to the early return of 24 A320neo aircraft, with the process expected to complete by Q2 2026. AerCap is also set to participate in 10 future sale leaseback transactions with Frontier for aircraft scheduled to be delivered in 2028 and 2029. The agreement adjusts AerCap's medium term fleet and lease commitments, while reshaping its relationship with a key US low cost carrier customer. AerCap is one of the largest aircraft leasing...
NasdaqGS:BRKR
NasdaqGS:BRKRLife Sciences

Is Bruker’s (BRKR) Spatial Biology Push Quietly Redefining Its Long-Term Competitive Moat?

Earlier this week, Bruker Corporation unveiled major upgrades across its spatial biology and proteomics portfolio, including the PaintScape 3D genome visualization platform, the CellScape XR spatial proteomics system, Functional Proteomics 2.0 workflows on timsOmni, and a new Spatial Biology Center of Excellence with the University of Glasgow. Together, these launches and collaborations deepen Bruker’s presence in high-content multiomics and translational research tools, potentially...
NYSE:T
NYSE:TTelecom

AT&T Spectrum And Fiber Expansion Meets Award Recognition And Valuation Gap

AT&T has secured new spectrum licenses and fiber assets, expanding its network footprint. The company has been recognized as the first recipient of Ookla's "Best Home Internet" award for AT&T Fiber. These developments come as AT&T (NYSE:T) trades at a share price of $28.52. For investors watching NYSE:T, the combination of new spectrum and fiber assets with third party recognition for home internet performance adds fresh context to the current share price of $28.52. Over the past month, the...
NYSE:BDC
NYSE:BDCElectronic

Stronger Earnings, Buybacks, and M&A Focus Could Be A Game Changer For Belden (BDC)

In February 2026, Belden Inc. reported past fourth-quarter 2025 sales of US$720.12 million and net income of US$67.89 million, alongside full-year 2025 sales of US$2.72 billion and net income of US$237.52 million, while outlining first-quarter 2026 guidance and confirming continued share repurchases. The combination of higher earnings, ongoing buybacks totaling US$154.91 million for 1.35 million shares, and an active M&A agenda underlines Belden’s focus on long-term value creation. With...
NYSE:PSTG
NYSE:PSTGTech

A Look At Everpure (PSTG) Valuation After Recent Share Price Pullback

Everpure stock performance context Without a single headline event driving sentiment, Everpure (PSTG) has still seen meaningful price swings, including a 7.4% decline over the past day and 7.3% over the past week. See our latest analysis for Everpure. That recent 7.4% one day share price decline and 7.3% 7 day share price pullback sit against a softer 30 day share price return of a 1.9% decline and a much stronger 3 year total shareholder return of about 139%, suggesting long term momentum...
NYSE:CMS
NYSE:CMSIntegrated Utilities

Assessing CMS Energy (CMS) Valuation After Recent Share Price Momentum And Mixed Fair Value Signals

Why CMS Energy (CMS) is on investors’ radar today CMS Energy (CMS) has not been driven by a single headline event recently, but its recent share performance and fundamentals give investors several concrete data points to weigh. The stock’s recent returns span a mixed short term picture and a stronger longer term track record. CMS is up 0.6% over the past day, has slipped about 0.6% over the past week, and is higher by 7.9% over the past month. Looking further out, the total return stands at...
NYSE:FMC
NYSE:FMCChemicals

FMC (FMC) Valuation Check As India Exit Sales Hit, Earnings Strain And Possible Sale Are Weighed

FMC (FMC) is at a turning point after reporting sharp sales declines tied to its exit from India, ongoing earnings pressures and leadership changes, while also weighing a potential sale and pursuing US$1b in asset sales and licensing. See our latest analysis for FMC. The latest updates come after a sharp reset in FMC’s share price, with a 1 year total shareholder return decline of 62.16% and a 5 year total shareholder return decline of 85.02%. Recent 30 day share price pressure contrasts with...
NasdaqGM:RUM
NasdaqGM:RUMInteractive Media and Services

Is Rumble’s (RUM) Android Shorts Launch a Test of Its Freedom-First Monetization Strategy?

In February 2026, Rumble Inc. announced that its short-form video feature, Rumble Shorts, had been approved by Google Play, allowing Android users worldwide to download or update the app to access the new format. This move extends Rumble's short-form offering to a larger mobile audience while aiming to maintain the platform's freedom-first positioning in an increasingly competitive video landscape. Now we'll examine how expanding Rumble Shorts to Android users could influence Rumble's...
NYSE:TDS
NYSE:TDSWireless Telecom

Is TDS’s Bigger Payout And Buyback Push Reframing Its Capital Allocation Story?

Telephone and Data Systems, Inc. reported past fourth-quarter 2025 results with revenue of US$330.71 million and net income of US$56.47 million, alongside declaring first-quarter 2026 common and preferred dividends payable on March 31, 2026. The company also completed a multi-year buyback program totaling 9,418,555 shares for US$226.07 million, which, combined with improved quarterly profitability, signals an emphasis on capital returns and balance sheet management. We will now examine how...
NasdaqGS:FIVE
NasdaqGS:FIVESpecialty Retail

Five Below (FIVE) Is Up 6.5% After Tariff Relief Hopes and New Value-Focused Store Openings

In recent weeks, Five Below has continued its expansion by opening a new store at Route 6 Mall near Honesdale and planning to occupy a former Jo-Ann Fabrics space in Sahuarita, while rolling out low-priced seasonal merchandise such as Easter items, outdoor gear, and trend-led products like a US$20 pet carrier and a US$5 edition of Wuthering Heights. Together with analysts’ expectation that a recent Supreme Court tariff ruling could ease cost pressures on Chinese imports, these moves...
NYSE:NVGS
NYSE:NVGSOil and Gas

Assessing Navigator Holdings (NVGS) Valuation With Conflicting Fair Value Signals

Navigator Holdings (NVGS) has drawn investor attention recently, with the share price at $19.80 and total return figures over the past year and the past 3 months providing a clearer picture of its recent trading performance. See our latest analysis for Navigator Holdings. The recent 30 day share price return of 7.67% and 90 day share price return of 11.30%, alongside a 1 year total shareholder return of 27.83%, suggests momentum has been building over both shorter and longer horizons. If this...
NasdaqGS:TYRA
NasdaqGS:TYRABiotechs

Is Tyra Biosciences’ (TYRA) ASCO GU Spotlight Quietly Reframing Its Bladder Cancer Pipeline Narrative?

Tyra Biosciences recently announced that two clinical abstracts on its precision FGFR3 inhibitor TYRA-300 in metastatic urothelial cancer and non-muscle invasive bladder cancer were accepted for presentation at the 2026 ASCO Genitourinary Cancers Symposium. This acceptance highlights growing clinical and scientific interest in TYRA-300’s potential role across distinct bladder cancer settings, a central pillar of Tyra’s pipeline. Against this backdrop, we’ll explore how TYRA-300’s ASCO GU...
NYSE:PCOR
NYSE:PCORSoftware

A Look At Procore Technologies (PCOR) Valuation After Q4 2025 Earnings And AI Progress Update

Procore Technologies (PCOR) is back in focus after its Q4 2025 earnings and 2026 revenue guidance, with investors weighing solid sales growth, a smaller net loss, and early traction from the company’s AI initiatives. See our latest analysis for Procore Technologies. The share price has pulled back sharply, with a 30 day share price return of 25.56% decline and a 1 year total shareholder return of 39.25% decline. This suggests that recent enthusiasm around earnings and AI adoption is being...