U.S. Specialty Stores Stock News

Collegium Pharmaceutical, a specialty pain-medicine maker, is approaching its first-quarter 2026 earnings release on May 7, with Wall Street expecting earnings per share of US$1.52 amid recent downward estimate revisions. Investors are increasingly focused on the company’s shrinking adjusted operating margin and relatively small revenue base, which together raise questions about the durability of future profits. We’ll now examine how concerns about Collegium’s weakening operating margin...

Pitney Bowes (PBI) has drawn fresh attention after first quarter 2026 earnings showed revenue of US$477.41 million, lower than a year earlier, alongside higher net income and raised full year revenue guidance. See our latest analysis for Pitney Bowes. The earnings release appears to have been a key catalyst, with the stock’s 30-day share price return of 40.89% and year to date share price return of 50.44% building on a very large 3-year total shareholder return. However, the 7-day share price...

New Jersey Resources (NJR) has just reported its Q2 2026 results, with Q1 fiscal 2026 revenue at US$604.9 million and EPS of US$1.22 setting the tone for how the year is shaping up for the utility. Over the past few quarters, revenue has ranged from US$298.9 million to US$913.0 million while EPS has moved between a loss of US$0.15 and a high of US$2.04. This gives a clear sense of how earnings and the top line have tracked across different periods. With trailing net margin at 15.2% and the...

In late April 2026, Southwest Airlines began offering discounted fares and A-List status matches to travelers stranded by Spirit Airlines’ shutdown, while also concluding a long-running legal dispute by paying US$946,102.87 in damages to former flight attendant Charlene Carter. This combination of opportunistic customer outreach to Spirit passengers and the resolution of a nearly decade-long legal case could influence how investors weigh Southwest’s growth opportunities against its legal and...

Western Digital (WDC) is back in focus after Q3 results showed sales of US$3,337 million and net income of US$3,205 million, along with a 20% lift in the quarterly dividend to US$0.15 per share. See our latest analysis for Western Digital. The recent Q3 earnings beat, dividend increase and AI data center enthusiasm have been reflected in Western Digital’s momentum, with a 1 month share price return of 57.7% and a 1 year total shareholder return that is very large. The latest share price of...

Moelis & Company recently reported first-quarter 2026 net income of US$38.43 million, down from US$50.27 million a year earlier, while also confirming a quarterly dividend of US$0.65 per share payable on June 18, 2026. Alongside these results, Moelis completed two share repurchase tranches totaling nearly US$53.64 million and filed a US$38.70 million employee stock ownership plan-related shelf registration for Class A common stock, highlighting an active approach to capital returns and...

Wondering if MGM Resorts International at around US$37.91 is a bargain or already pricing in the story? This article walks through what the current valuation signals might mean for you. The stock is up 20.7% over the last year, with returns of 3.9% year to date and 3.4% over the last month. However, the most recent week saw a 4.6% decline. Recent headlines around MGM Resorts International have focused on the company as a key player in US leisure and entertainment, with investors weighing how...

In recent days, renewed Middle East tensions have driven US Treasury yields toward nine-month highs, raising concerns that higher 30-year mortgage rates and fuel costs could further pressure US homebuilders such as D.R. Horton. This macro shift coincides with the National Association of Home Builders confidence index falling to its lowest level since September, underscoring how sensitive new-home demand and builder sentiment are to moves in long-term rates. Next, we’ll examine how rising...

If you are wondering whether Upstart Holdings at around US$31.17 is priced for a comeback or still carrying too much risk, the starting point is to understand what the current market value really reflects. The stock has been volatile, with a 5.1% decline over the last 7 days, a 21.9% gain over the last 30 days, a 32.0% decline year to date, and a 39.4% decline over the last year. The 3-year return sits at 121.2%, and the 5-year return at a 65.1% decline. Recent coverage around Upstart often...

Why Cytokinetics Stock Is Back on Investors’ Radar Cytokinetics (CYTK) has climbed recently, with the stock up 16.7% over the past day and 27% over the past week, prompting investors to reassess what is currently priced into this biopharmaceutical story. See our latest analysis for Cytokinetics. Today’s share price of $77.09 sits against a 1-year total shareholder return of 126.9% and a 5-year total shareholder return of about 3.2x. Recent double digit share price gains suggest momentum has...

Cardinal Health reported past third-quarter 2026 results showing higher sales of US$60,940 million but lower net income of US$399 million, alongside a pre-tax goodwill impairment of US$184 million in its Navista & ION unit and completion of a US$1.73 billion share repurchase program. The Board’s decision to raise the quarterly dividend to US$0.5158 per share, even as earnings softened and impairments were taken, underscores management’s confidence in cash generation and the ongoing shift...

Evolus (EOLS) opened 2026 on the back of a Q4 2025 print that showed US$90.3 million in revenue and basic EPS of roughly US$0.00, supported by net income of US$0.13 million, while the trailing 12 months to Q4 2025 carried basic EPS of US$0.80 in losses on US$297.2 million of revenue and a net loss of US$51.6 million. Over the past few reported quarters, revenue has moved between US$61.1 million and US$90.3 million, while quarterly basic EPS has ranged from a loss of US$0.30 to a slight profit...

Perrigo Company plc recently filed a US$94.19 million shelf registration for 8,269,649 ordinary shares related to its employee stock ownership plan and affirmed a quarterly dividend of US$0.29 per share payable on June 16, 2026. At the same time, Perrigo is contending with legal scrutiny and operational issues in its infant formula business, including a securities lawsuit, investigations into potential fiduciary breaches, and remediation costs that have weighed on analyst expectations for...

Chord Energy (CHRD) heads into its Q1 report with the market watching for 3% year on year revenue growth and earnings of $3.49 per share, against a backdrop of firmer crude pricing. See our latest analysis for Chord Energy. Chord Energy's share price has climbed strongly in recent months, with a 47.46% 3 month share price return and 57.54% year to date, while the 1 year total shareholder return sits at 73.28%. This signals strong momentum as investors reassess growth prospects and risk. If...

In the first quarter of 2026, USA TODAY Co., Inc. reported revenue of US$548.49 million, down from US$571.57 million a year earlier, while turning a prior net loss of US$7.33 million into net income of US$19.89 million. The company credited improved profitability to growing digital revenue, AI-related licensing deals, and subscription gains, and reiterated full-year 2026 guidance calling for flat to slightly lower revenue but higher net income compared with last year. Next, we will examine...

Q1 earnings and dividend move draw fresh attention to ConnectOne Bancorp stock ConnectOne Bancorp (CNOB) just reported first quarter results with higher net interest income, net income and earnings per share versus a year ago, alongside an 8.3% increase in its quarterly common dividend. See our latest analysis for ConnectOne Bancorp. At a share price of $30.08, ConnectOne Bancorp has a 30 day share price return of 11.28% and a year to date share price return of 15.16%, alongside a 1 year...

ARK Invest recently acquired over 3 million Intellia Therapeutics shares, worth more than US$43 million. The purchase reflects increased institutional interest in Intellia Therapeutics, which trades under ticker NasdaqGM:NTLA. This transaction follows earlier coverage that focused on Intellia's clinical programs, regulatory updates, and financial position. Intellia Therapeutics focuses on CRISPR/Cas9-based therapeutics, an area that many investors watch closely as gene editing moves from...

Markel Group stock performance snapshot Markel Group (MKL) has seen mixed recent trading, with the stock up roughly 0.8% over the past day but showing declines over the past week, month, past 3 months and year to date. Over the past year, Markel Group reports revenue of US$16.0b and net income of US$1.7b, with its diversified operations spanning specialty insurance, industrial businesses, financial services and various consumer focused subsidiaries. See our latest analysis for Markel...

Why Fox stock is drawing investor attention now Fox (FOXA) is back on investor watchlists after recent share price moves, with the stock showing a mix of negative short term returns and stronger performance over the past year. See our latest analysis for Fox. At a latest share price of $62.23, Fox has seen a 6.16% 1 month share price return but a weaker year to date share price return of 15.63% decline. Its 1 year total shareholder return of 26.81% and 3 year total shareholder return of...

Tecnoglass recently reported quarterly earnings that came in against a backdrop of mixed expectations after earlier estimate misses, while also asking shareholders to approve a move of its legal incorporation from the Cayman Islands to Florida at the June 16, 2026 Annual General Meeting. The planned shift of its corporate home to Florida, without disrupting its NYSE listing, could reshape how investors view Tecnoglass’s regulatory, tax, and governance profile. Next, we’ll examine how...

New joint mining plan puts Bitdeer’s infrastructure model in focus Bitdeer Technologies Group (BTDR) has been thrust into the spotlight after its subsidiary agreed a non binding Letter of Intent with Active Energy Group for a profit sharing joint mining partnership. See our latest analysis for Bitdeer Technologies Group. Bitdeer’s latest share price of $12.48 comes after a 1 month share price return of 33.55% and a 1 year total shareholder return of 14.29%. The 3 year total shareholder return...

Pinnacle West Capital (PNW) has kicked off Q1 2026 with total revenue of US$1.1 billion, basic EPS of US$0.27 and net income of US$32.9 million. This sets the tone for how the rest of the year might shape up for shareholders watching the latest move in the US$101.30 stock. Over the past few quarters the company has seen revenue move from US$1.03 billion in Q1 2025 to US$1.15 billion in Q1 2026, while basic EPS shifted from a small loss of US$0.04 to a profit of US$0.27. These figures sit...

Greg Abel led his first Berkshire Hathaway (NYSE:BRK.B) shareholder meeting as CEO, marking a historic leadership handover after Warren Buffett's era. The meeting highlighted record financial results, including record cash reserves and robust Q1 operating earnings. Management confirmed the resumption of share buybacks and publicly ruled out a breakup of the conglomerate. Abel reaffirmed Berkshire Hathaway's overall approach while addressing the impact of emerging technologies and recent...

Soleno Therapeutics stock overview Soleno Therapeutics (SLNO) has drawn investor attention after recent share performance, with the stock showing a one-month return of 34.01% and a three-month return of 25.64%. See our latest analysis for Soleno Therapeutics. That recent momentum sits against a mixed longer record, with a 34.01% 1 month share price return and 25.64% 3 month share price return contrasting with a 28.21% 1 year total shareholder return decline but a very large 3 year total...