U.S. Specialty Stores Stock News

NYSE:SPB
NYSE:SPBHousehold Products

A Look At Spectrum Brands (SPB) Valuation After Recent Share Price Momentum

Spectrum Brands Holdings (SPB) has drawn fresh attention after recent trading left the stock with a one-month return of 22% and a gain of 34.1% over the past three months, sharpening interest in its consumer brands portfolio. See our latest analysis for Spectrum Brands Holdings. That recent run sits on top of a 31.43% year to date share price return as the stock trades at US$78.91. The 1 year total shareholder return of 3.46% and 3 year total shareholder return of 33.70% suggest momentum has...
NasdaqGS:NDAQ
NasdaqGS:NDAQCapital Markets

Nasdaq Private Capital Indexes Launch As Shares Trade Below Targets

NasdaqGS:NDAQ has launched the Nasdaq Private Capital Indexes, a new suite of benchmarks for private markets. The indexes aim to provide greater transparency and standardized performance measurement for private capital investments. The launch is designed to serve institutional investors, consultants, and other market participants that use private market data. NasdaqGS:NDAQ operates as a global technology and market infrastructure provider, with data, analytics, and index services sitting...
NasdaqGS:MRNA
NasdaqGS:MRNABiotechs

FDA Reopens Review Of Moderna Flu Shot And Shifts Investor Focus

The U.S. FDA is now reviewing Moderna’s mRNA flu vaccine application after previously issuing a Refusal to File tied to the study’s choice of comparator. This reversal reopens the regulatory path for Moderna’s mRNA flu program, which is part of the company’s broader respiratory vaccine portfolio. The shift follows public criticism of the initial decision and comes at a time when mRNA platforms remain central to Moderna’s long term product plans. For investors watching NasdaqGS:MRNA, this...
NYSE:ARES
NYSE:ARESCapital Markets

Ares Management Expands European Credit And Sports Funds As Valuation Stays Stretched

Ares Management (NYSE:ARES) has priced its second European direct lending CLO, expanding its private credit activity in the region. The firm is also preparing a new sports, media, and entertainment investment fund aimed at European investors. Both initiatives point to broader plans across European credit and alternative assets. Ares Management, a global alternatives manager, is focusing further on private credit in Europe with a new direct lending CLO while also preparing to target sports,...
NasdaqGS:AEIS
NasdaqGS:AEISElectronic

Advanced Energy Industries Leans On Acquisitions To Reshape Growth Profile

Advanced Energy Industries (NasdaqGS:AEIS) is actively pursuing acquisitions to expand its presence, with recent deals focused on industrial and medical technology. Management has highlighted a busy acquisition pipeline and points to recent integration of new technology as evidence that its inorganic growth push is gaining traction. The company is signaling that further deals in industrial and medical markets are a priority, with the goal of reshaping its portfolio around higher value...
NYSE:CNM
NYSE:CNMTrade Distributors

Assessing Core & Main (CNM) Valuation After Recent Share Price Pullback And Long Term Gains

Core & Main (CNM) has attracted fresh attention after recent share price moves, with the stock down about 6% over the past week and month, yet showing a positive total return over the past 3 months. See our latest analysis for Core & Main. While the share price is down 6.1% over the last week and 6.7% over the past month, the 90 day share price return of 16.1% and three year total shareholder return of 132.4% suggest longer term momentum has been much stronger than the recent pullback around...
NYSE:AESI
NYSE:AESIEnergy Services

A Look At Atlas Energy Solutions (AESI) Valuation After Earnings-Driven Shift To Quarterly Loss

Earnings trigger and why it matters for Atlas Energy Solutions stock Atlas Energy Solutions (AESI) recently reported fourth quarter and full year 2025 results, with quarterly revenue of US$249.43 million and a shift to a net loss compared with profit in the prior year period. See our latest analysis for Atlas Energy Solutions. The earnings-driven swing to a quarterly and full-year loss has been followed by a 1-day share price return of a 6.06% decline and a 7-day return of a 6.54% decline...
NasdaqGS:GILD
NasdaqGS:GILDBiotechs

Gilead’s Arcellx Deal Deepens Oncology Focus And Raises Valuation Questions

Gilead Sciences (NasdaqGS:GILD) has agreed to acquire cancer therapy developer Arcellx in a deal valued at US$7.8b. The transaction will give Gilead full control of anito cel, a late stage CAR T cell therapy for multiple myeloma. An FDA approval decision for anito cel is expected later this year. This is Gilead's largest acquisition since 2020 and expands its presence in oncology and cell therapy. Gilead Sciences is best known for its antiviral and HIV treatments. In recent years it has...
NasdaqGS:CTSH
NasdaqGS:CTSHIT

A Look At Cognizant Technology Solutions (CTSH) Valuation After Recent Share Price Weakness

Cognizant Technology Solutions (CTSH) has drawn investor attention after a period of weak share performance, with returns negative over the past month, past 3 months, year to date, and past year. See our latest analysis for Cognizant Technology Solutions. The recent 6% one day share price decline, extending to a 27.38% 30 day share price return and a 26.41% 1 year total shareholder return, points to fading momentum as investors reassess growth prospects and risk. If Cognizant’s pullback has...
NasdaqCM:CPRX
NasdaqCM:CPRXBiotechs

Assessing Catalyst Pharmaceuticals (CPRX) Valuation After Recent Rare Disease Portfolio Developments

Catalyst Pharmaceuticals (CPRX) has been drawing attention after recent share price moves, with the stock closing at US$24.11. This has put fresh focus on how its rare disease portfolio supports the current valuation. See our latest analysis for Catalyst Pharmaceuticals. Recent trading has been relatively muted, with a 1 day share price return showing a decline of 0.78% and a 7 day share price return showing a decline of 0.90%. At the same time, a 1 month share price return of 2.25% and a...
NYSE:EOG
NYSE:EOGOil and Gas

A Look At EOG Resources (EOG) Valuation As Earnings Approach And Analyst Views Diverge

EOG Resources (EOG) heads into its quarterly earnings announcement with investors weighing mixed analyst commentary on Texas well productivity, growing international exposure, shifting ratings, and fresh insider selling activity around the stock. See our latest analysis for EOG Resources. EOG’s share price has climbed 12.9% over the past 30 days and 16.0% over the past 90 days, even as the 1 year total shareholder return shows a 5.1% decline. This indicates recent shorter term momentum...
NYSE:ZBH
NYSE:ZBHMedical Equipment

Zimmer Biomet (ZBH) Valuation Check After Recent Share Price Momentum And Mixed Long Term Returns

Zimmer Biomet Holdings stock: why investors are watching now Zimmer Biomet Holdings (ZBH) has caught investor attention after a month that included a 14.85% share price gain and annual revenue of US$8.23b, with net income of US$705.1m. See our latest analysis for Zimmer Biomet Holdings. That 14.85% 30 day share price return and 10.49% year to date share price return contrast with a 5.23% decline in 1 year total shareholder return and a 34.64% decline over 5 years. This suggests that recent...
NYSE:OSK
NYSE:OSKMachinery

Assessing Oshkosh (OSK) Valuation After Strong Momentum And Conflicting Fair Value Signals

Oshkosh (OSK) has caught investor attention after a strong run in recent months, with the share price last closing at $176.95. Here is how its recent performance and fundamentals currently stack up. See our latest analysis for Oshkosh. The recent move to $176.95 caps a strong run, with a 30-day share price return of 15% and a 90-day share price return of 38.6%, while the 1-year total shareholder return of 74.7% highlights how momentum has been building over both shorter and longer periods. If...
NYSE:ATO
NYSE:ATOGas Utilities

Is Atmos Energy (ATO) Priced Richly After Strong Multi Year Share Price Gains

If you are wondering whether Atmos Energy is attractively priced at its current level, this article will walk through what the market price might be saying about the stock. The shares last closed at US$181.72, with returns of 1.4% over 7 days, 9.9% over 30 days, 7.3% year to date, 24.4% over 1 year, 70.3% over 3 years and 140.1% over 5 years. Recent investor attention has focused on Atmos Energy as a regulated utility with a long standing role in US gas distribution. This has kept it in many...
NYSE:NRG
NYSE:NRGElectric Utilities

Is It Too Late To Consider NRG Energy (NRG) After Multi‑Year Share Price Surge?

Wondering if NRG Energy at a last close of US$176.52 is still offering value, or if most of the opportunity is already on the table? This article walks through what the numbers suggest about the stock’s current pricing. NRG Energy’s share price returns are strong on recent timeframes, with 2.4% over 7 days, 18.2% over 30 days, 6.2% year to date, 72.8% over 1 year and a very large gain over 3 years that is roughly 5x, alongside 403.8% over 5 years. Recent headlines around NRG Energy have...
NYSE:MUX
NYSE:MUXMetals and Mining

How Investors May Respond To McEwen (MUX) After Zacks Upgrades Earnings Outlook and Analyst Sentiment

Zacks recently upgraded McEwen to a Rank #2 (Buy), reflecting higher earnings estimates and signaling that analysts view its underlying operations more favorably than before. This shift in analyst sentiment places McEwen among the stronger names in the Zacks universe for earnings revisions, highlighting how changing expectations can influence market attention. We’ll now examine how this Zacks Rank upgrade, driven by improved earnings estimates, may influence McEwen’s existing investment...
NasdaqGS:OPEN
NasdaqGS:OPENReal Estate

Opendoor Turnaround Progress Tested As AI And Mortgage Expansion Scale

Opendoor Technologies (NasdaqGS:OPEN) reported a 46% sequential jump in home purchases, indicating faster acquisition activity. The company highlighted AI driven gains in pricing and underwriting efficiency under its new CEO. Management pointed to improved inventory turnover and expanded its mortgage offering as part of a broader turnaround plan. Leadership is targeting breakeven adjusted net income by 2026 alongside continued expansion into new markets. Opendoor Technologies, trading at...
NasdaqGS:SWKS
NasdaqGS:SWKSSemiconductor

Is It Time To Reassess Skyworks Solutions (SWKS) After Recent Share Price Weakness

If you are wondering whether Skyworks Solutions is attractively priced or just a value trap, you are in the right place for a clear, valuation focused look at the stock. The share price last closed at US$59.78, with returns of 1.4% over the past 30 days, a 7.2% decline year to date, and a 6.2% decline over the last year that longer term holders will be very aware of. Recent coverage of Skyworks has centered on its role as a key semiconductor supplier and on how demand trends across...
NYSE:OFG
NYSE:OFGBanks

Is OFG Bancorp (OFG) Still Attractive After Mixed Returns And Sector Sentiment Shifts?

If you are wondering whether OFG Bancorp at around US$41.39 is still good value or already pricing in a lot of optimism, you are asking the right question. The stock has had mixed recent returns, with a 1.2% decline over the last 7 days, an 11.4% gain over 30 days, 0.9% year to date, 2.4% over 1 year, 50.3% over 3 years and 134.3% over 5 years, which can change how investors think about both upside and risk. Recent news around OFG Bancorp has focused on its position as a US regional bank and...
NYSE:COTY
NYSE:COTYPersonal Products

Is Coty (COTY) Offering A Bargain After Steep Share Price Declines?

If you are wondering whether Coty’s share price now reflects a fair deal or a value trap, you are not alone. This article focuses squarely on what the current valuation is really telling you. The stock recently closed at US$2.59, with returns of 3.2% over 7 days, a 22.9% decline over 30 days, a 16.7% decline year to date, and a 56.8% decline over 1 year, while the 3 year and 5 year returns stand at 76.9% and 67.9% declines respectively. Recent news around Coty has focused on its brand...
NasdaqGS:DXCM
NasdaqGS:DXCMMedical Equipment

How DexCom’s (DXCM) Strong 2025 Results, Guidance and Buyback Have Changed Its Investment Story

In February 2026, DexCom reported past fourth-quarter 2025 results showing sales of US$1,259.6 million and net income of US$267.3 million, alongside full-year 2025 sales of US$4.66 billion and net income of US$836.3 million. The company also reiterated its 2026 revenue guidance of US$5.16–US$5.25 billion and completed a US$500.0 million share buyback that reduced its share count by nearly 2%. We’ll now consider how DexCom’s reaffirmed 2026 revenue guidance and completed buyback program may...
NasdaqGS:DAWN
NasdaqGS:DAWNBiotechs

A Look At Day One Biopharmaceuticals (DAWN) Valuation As Earnings Expectations Build For February 2026

Day One Biopharmaceuticals (DAWN) is back in focus after the company set February 24, 2026 as the date for its Q4 2025 earnings release and accompanying conference call. See our latest analysis for Day One Biopharmaceuticals. At a share price of $11.70, Day One Biopharmaceuticals has a 90 day share price return of 24.07% and a year to date share price return of 32.20%. The 1 year total shareholder return is 3.94% lower, which indicates that more recent momentum has picked up ahead of the...
NYSE:ASIC
NYSE:ASICInsurance

A Look At Ategrity Specialty Insurance Company Holdings (ASIC) Valuation After Recent Share Price Surge

Ategrity Specialty Insurance Company Holdings (ASIC) has drawn fresh attention after a sharp recent move in its share price, with the stock up 6.1% over the past day and 32.7% in the past week. See our latest analysis for Ategrity Specialty Insurance Company Holdings. The recent surge in Ategrity Specialty Insurance Company Holdings’ share price, including a 32.7% 7 day share price return and a 23.97% 90 day share price return, suggests short term momentum is building while year to date...
NYSE:NYT
NYSE:NYTMedia

Did Berkshire’s NYT Stake and Ad-Tech Tie-Up Just Reframe New York Times’ (NYT) Digital Strategy?

Berkshire Hathaway disclosed in the fourth quarter that it acquired a little more than five million shares of The New York Times Company, while separately New York Times Advertising and Magnite previously announced an expanded collaboration making Magnite's DV+ the preferred platform for private marketplace deals for the publisher’s mobile in‑app ad supply. The combination of a high‑profile shareholder like Berkshire Hathaway and a deeper in‑app advertising partnership highlights how New...