U.S. Specialty Stores Stock News

In May 2026, Walmart Inc. announced that Teladoc Health’s virtual urgent care, dermatology, and nutrition services are now available on Walmart’s Better Care Services platform for US$89 per cash-pay visit, with prescriptions eligible for same-day or free Walmart+ delivery in many locations. This expansion, building on the earlier integration of BetterHelp mental health services, plugs Teladoc deeper into Walmart’s extensive retail health ecosystem and broadens access to insured and cash-pay...

Why Global Net Lease is on investors’ radar today Global Net Lease (GNL) has been drawing fresh attention after recent trading left the stock at a last close of US$9.21, prompting investors to reassess its income focused real estate footprint. See our latest analysis for Global Net Lease. The share price has eased in recent sessions, with a 1-day share price return of a 1.50% decline and a 7-day share price return of a 2.85% decline. However, the 1-year total shareholder return of 33.29% and...

Recent performance snapshot Galaxy Digital (GLXY) has been in focus for investors after recent trading moves, with the stock last closing at US$28.49 and showing a mix of shorter term declines and longer term gains. See our latest analysis for Galaxy Digital. While the share price has dipped over the past week, the recent 90 day share price return of 25.34% and a very large 3 year total shareholder return suggest that momentum has mostly been building over the longer term. If you are looking...

Blaize Holdings (BZAI) is in focus after its joint presence with Winmate at COMPUTEX 2026 in Taipei, where the companies are showing rugged edge AI systems built around Blaize’s GSP-based AI acceleration. See our latest analysis for Blaize Holdings. Despite the COMPUTEX spotlight and partnerships around edge AI, Blaize Holdings’ share price has been volatile, with a 90-day share price return of 52.99% but a 1-year total shareholder return that declined 27.82%. This indicates short term...

Wondering if Credo Technology Group Holding is priced for more upside or already reflects the buzz around it? This article focuses squarely on what the current share price might be implying. The stock last closed at US$214.60, after a 19.2% gain over the past 30 days and a 49.8% return year to date. Over the last 7 days it saw a 3.0% decline, and the 1 year return sits at 180.7% with a very large 3 year gain. These moves have put Credo on many investors' radars, especially given the strong 1...

In May 2026, Rocket Lab Corporation successfully completed its ninth dedicated Electron mission for Japan-based Synspective’s StriX SAR constellation and won a US$90 million U.S. Space Force contract to design, build, integrate, and operate two Heimdall space domain awareness satellites in geostationary orbit. Together, these milestones highlight Rocket Lab’s expanding role as an end-to-end space partner, spanning customized small-satellite launches and vertically integrated GEO spacecraft...

TJX Companies (NYSE:TJX) served as headline sponsor of the 27th Annual Best Buddies Challenge. The event raised over US$4m to support people with intellectual and developmental disabilities. This philanthropic effort highlights TJX Companies' focus on community engagement and social responsibility. TJX Companies, the off price retailer behind brands like T.J. Maxx and Marshalls, is known primarily for its value focused apparel and home goods offering. This large scale support of the Best...

Boyd Gaming (NYSE:BYD) is moving ahead with several major property projects, including the new Cadence Crossing Casino in Las Vegas. The company is progressing a large resort development in Virginia that is planned as a key addition to its regional portfolio. Regulators have approved a significant expansion at Boyd’s Illinois property, clearing the way for further build out. For you as an investor, these projects matter because they show how Boyd Gaming is allocating capital across core...

Event overview and recent share performance CVR Energy (CVI) has drawn fresh attention after recent trading, with the stock closing at US$35.51 and posting gains of about 11% over the past week and 4% over the past month. See our latest analysis for CVR Energy. Beyond the latest move, CVR Energy’s share price return shows strong momentum building, with a 31.13% 3 month gain, 40.97% year to date rise, and a 52.14% 1 year total shareholder return. If you are looking for other ideas in the...

Analyst upgrade puts Ameris Bancorp (ABCB) earnings in focus Ameris Bancorp (ABCB) is back on investors’ radar after analysts assigned the stock an A+ EPS Revision Grade, highlighting recent upward adjustments to earnings estimates and signaling increased attention on its current profitability profile. See our latest analysis for Ameris Bancorp. At a share price of $82.77, Ameris Bancorp has eased slightly over the past month. The share price return year to date of 11.88% and 1 year total...

In early June 2026, Autodesk, Inc. announced it had signed a strategic collaboration agreement with Amazon Web Services to expand cloud-based design and make solutions, with Fusion for Product Design and Fusion Manage becoming available through AWS Marketplace from Autodesk’s fiscal second quarter. This move deepens Autodesk’s access to AWS’s cloud and AI tools while giving customers simpler procurement, unified billing, and tighter integration with partners like Matterport across the...

Garrett Motion (GTX) has drawn fresh attention after shareholders approved the election of Jeffrey Vanneste as a director at the May 28, 2026 annual meeting, against a backdrop of softening sales and margin pressure. See our latest analysis for Garrett Motion. The share price has climbed to $32.34, with a 30 day share price return of 29.36% and a year to date share price return of 86.08%. The 1 year total shareholder return of 224.35% points to strong momentum despite ongoing margin and sales...

In early June 2026, Welltower Inc. announced that it expects to raise its quarterly common stock dividend to US$0.85 per share from the second quarter of 2026, while also disclosing that shareholders rejected its say-on-pay proposal amid governance concerns highlighted by activist investor Jonathan Litt’s Land & Buildings campaign. This combination of a sizeable dividend increase and a forceful shareholder rebuke on executive compensation puts Welltower’s capital allocation priorities and...

In recent weeks, EMCOR Group has attracted upbeat analyst coverage, with firms such as Oppenheimer, Baird, William Blair and Zacks highlighting its record Remaining Performance Obligations backlog, strong first-quarter operational performance, and exposure to high-tech manufacturing and data center projects. This wave of positive research attention, combined with modest upward revisions to earnings estimates and a predominantly Buy-oriented recommendation base, underscores how EMCOR’s scale...

Parker-Hannifin recently agreed to acquire CIRCOR Aerospace from KKR and CIRCOR International for US$2.55 billion, while also reporting quarterly results that combined double-digit revenue growth with an adjusted operating income shortfall versus analyst expectations. At the same time, analyst commentary and insider trading disclosures highlight a company balancing strong aerospace demand and order momentum with execution questions around margins and capital allocation. Next, we will examine...

ProPetro Holding (PUMP) is in the middle of a business pivot toward AI data center infrastructure and independent microgrid power, highlighted by a framework agreement with Caterpillar for up to 2.1 gigawatts of advanced generation capacity. See our latest analysis for ProPetro Holding. The stock’s momentum has been strong, with a 29.68% 90 day share price return contributing to a 66.40% year to date share price gain and a 1 year total shareholder return of 187.68%, even as the recent board...

Recent performance snapshot for Piper Sandler Companies (PIPR) Piper Sandler Companies (PIPR) has recently drawn investor attention after a period of mixed share performance, with the stock down over the past month but slightly higher across the past 3 months. See our latest analysis for Piper Sandler Companies. Despite a recent cooling in momentum, with the 7 day share price return down 4.35% and the year to date share price return down 13.56%, Piper Sandler still shows a stronger longer...

Ziff Davis (ZD) just reported Q1 results with lower revenue and adjusted EBITDA, weighed down by Tech & Shopping, while management pushed ahead with asset sales, share repurchases, and greater use of AI across its portfolio. See our latest analysis for Ziff Davis. At a share price of US$44.54, Ziff Davis has given shareholders a 31.04% year to date share price return and a 36.25% total shareholder return over one year. However, the 3 year and 5 year total shareholder returns are down 33.70%...

BridgeBio Pharma announced that the FDA previously accepted and granted Priority Review to its New Drug Application for oral BBP-418 in LGMD2I/R9, setting a PDUFA target action date of November 27, 2026, without planning an advisory committee meeting. If approved, BBP-418 would be the first therapy for LGMD2I/R9 and any limb-girdle muscular dystrophy, potentially qualifying BridgeBio for a Priority Review Voucher and opening up further rare disease development paths. We’ll now examine how...

Ituran Location and Control (ITRN) is drawing attention after first quarter 2026 earnings, paired with a new dividend, updates on share repurchases, and a fresh shelf registration filing that expands future funding options. See our latest analysis for Ituran Location and Control. Those capital moves and the stronger first quarter backdrop come after a powerful run in the stock, with the share price up 52.99% year to date and an 83.48% total shareholder return over the past year, pointing to...

Strive (ASST) stock has drawn attention after a recent pullback, with the price down 8.6% in the past day and 17.3% over the past week. This has prompted closer scrutiny from investors. See our latest analysis for Strive. Despite the sharp 1-day and 7-day share price declines, Strive’s 90-day share price return of 59.35% reflects earlier momentum that has recently faded, with the year-to-date share price return now down 14.76%. If Strive’s swings have you thinking about diversification, this...

UGI Corporation recently released its 2025 ESG Report, confirming it met all of its stated 2025 ESG commitments and highlighting progress on emissions reductions, safety metrics, board independence and AI governance, while the Pennsylvania Public Utility Commission scheduled public hearings on UGI Utilities’ proposed US$17.3 million annual electric rate increase that could lift typical residential bills by 12.8%. Together, the rate case hearings and the company’s comprehensive ESG...

Murphy Oil Corporation recently presented at the Bank of America Energy & Power Credit Conference in New York, following quarterly results that showed revenue growing 10.2% year on year and beating analyst expectations while EBITDA fell short. The contrast between stronger-than-expected sales and weaker profitability, alongside management’s focus on progress at Lac Da Vang in Vietnam and the Chinook #8 Gulf of Mexico well, highlights how project execution and cost control are becoming...

In its recently reported fiscal third-quarter 2026, Fabrinet posted strong year-over-year revenue growth in Optical Communications, highlighted by record telecom sales and reiterated expectations for continued growth despite near-term datacom supply constraints. The company also announced a minority investment in Raytek Semiconductor, deepening its involvement in co-packaged optics and enabling closer ties with hyperscaler customers through more advanced packaging and direct transceiver...