U.S. Specialty Stores Stock News

Wondering if Apollo Global Management at US$128.71 is priced for opportunity or already reflects most of its potential? This article breaks down what the current valuation really implies for you as a shareholder or prospective investor. The stock has been relatively steady over the last week with a 0.2% return, while the past month shows a 5.3% gain and the year to date return has declined 12.2%. This is set against a 0.1% return over 1 year, 93.6% over 3 years and 148.1% over 5...

ON Semiconductor (NasdaqGS:ON) reported Q1 results with revenue and earnings above prior expectations. The company highlighted AI data center revenue growth of more than 30% compared with the prior quarter. Management issued Q2 revenue guidance that came in above previous estimates. ON Semiconductor enters this new phase of its story with a share price of $120.62 and very strong recent returns, up 3.8% over the past week, 19.7% over the past month, 112.7% year to date, and 187.1% over the...

Recent performance snapshot CoStar Group (CSGP) has drawn investor attention after a sharp pullback, with the stock down about 6% over the past month and roughly 28% over the past 3 months from its recent levels. See our latest analysis for CoStar Group. At a share price of $32.20, the stock has seen momentum fade recently, with the 7 day share price return down 5.15% and the year to date share price return down 50.98%, while the 1 year total shareholder return is down 56.23%. If CoStar...

Autodesk (ADSK) has reported Q1 2027 results with revenue of US$1,934 million and basic EPS of US$2.33, alongside trailing twelve month EPS of US$6.89 on revenue of US$7.5 billion, while earnings over the last year grew 44.6%. Over recent quarters the company has seen revenue move from US$1,633 million and EPS of US$0.71 in Q1 2026 to US$1,934 million and EPS of US$2.33 in Q1 2027, with trailing twelve month revenue rising from US$6.3 billion and EPS of US$4.71 a year earlier. With a net...

NextEra Energy (NYSE:NEE) has agreed to acquire Dominion Energy in an all stock deal, creating what the companies describe as the largest electric utility globally. The transaction is expected to expand NextEra Energy's reach across key U.S. power markets and combine extensive regulated utility and renewables operations. Company statements indicate the deal is expected to be immediately accretive to earnings and to improve the combined company's financial position. NextEra Energy enters...

Recent share performance and business snapshot Monarch Cement (MCEM) has drawn fresh attention after its stock moved to a last close of US$296, with returns of 4.0% over the past day and 2.9% over the past week. Over the past month the stock shows an 18.4% return. The past 3 months reflect a 13.0% gain and the past year sits at 27.5%, alongside a market value of about US$1.1b. See our latest analysis for Monarch Cement. The recent 18.4% 1 month share price return at a last close of US$296...

Dividend moves put Equitable Holdings (EQH) income profile in focus Equitable Holdings (EQH) has drawn fresh attention after its board declared quarterly dividends on two preferred stock series and set a higher quarterly payout on its common shares. See our latest analysis for Equitable Holdings. The recent dividend increase comes as Equitable Holdings trades at $41.35, with the share price up 2.81% over 90 days but down 13.80% year to date and a 1-year total shareholder return that has...

Hyperliquid Strategies CEO has highlighted growing momentum in pre-IPO trading for HYPE. The comments draw attention to investor interest around HYPE ahead of a potential listing. The update comes as Hyperliquid Strategies (NasdaqCM:PURR) trades at a share price of $9.99. For investors watching Hyperliquid Strategies, the CEO's focus on pre-IPO trading activity for HYPE adds a fresh angle to the story around NasdaqCM:PURR. The stock sits at $9.99, with returns of 30.2% over the past week,...

In May 2026, Plug Power Inc. reported that the 30 MW Barrow Green Hydrogen project in Barrow-in-Furness, UK, where it is supplying six 5 MW GenEco PEM electrolyzers, had reached final investment decision to produce green hydrogen using renewable power. The project is set to supply around 100 GWh of green hydrogen annually to Kimberly-Clark’s Barrow manufacturing plant, enabling up to a 50% cut in natural gas use and a reduction of 18,300 tonnes of CO2 emissions, supported by a long-term...

CG Oncology (NasdaqGS:CGON) announced that President & Chief Operating Officer Ambaw Bellete will separate from the company. CEO Arthur Kuan will take on the additional role of President, consolidating top leadership responsibilities. The company has begun a search for a Chief Commercial Officer, signaling changes to its commercial leadership structure. For investors tracking CG Oncology, the leadership update comes with the stock trading at $62.29 and a year-to-date return of 49.1%. Over...

In Q1 2026, Option Care Health reported revenues below analyst expectations and cut its full-year revenue guidance, with CEO John C. Rademacher acknowledging disappointment in the company’s revenue growth momentum. This combination of weaker-than-expected performance and reduced outlook raises questions about how effectively the business can translate its home and alternate site infusion opportunities into consistent growth. Now we’ll examine how the lowered full-year revenue guidance may...

Asana (ASAN) sets the tone with Q1 2027 numbers Asana (ASAN) has opened Q1 2027 with revenue of US$205.1 million and a net loss of US$14.4 million, which translates to a basic EPS loss of US$0.06. This puts fresh numbers on the table for investors tracking its path toward improved profitability. Over the past year, the company has reported quarterly revenue of US$187.3 million in Q1 2026 and US$205.1 million in Q1 2027, while quarterly basic EPS has moved from a loss of US$0.17 to a loss of...

UPS (NYSE:UPS) is committing US$50 million to expand its North American air freight services. The company is adding new one, two, and three day heavy air freight options to and from Mexico. The expansion targets cross border flows for automotive and industrial manufacturers and includes a team of more than 300 specialists and wider network coverage. For investors watching logistics and transportation, this move highlights how UPS is positioning its air freight offering around Mexico, a key...

Activist investors have disclosed an involvement in BioLife Solutions, as indicated by a recent SEC filing. The filing suggests these investors are engaging directly with the company on matters such as strategy, governance, or capital allocation. This development places fresh attention on BioLife Solutions, listed on NasdaqCM under the ticker BLFS, and its future direction. BioLife Solutions, trading at $24.92, has seen its share price move in different directions over recent periods, with...

Whale Rock Capital Management has opened a substantial new position in NasdaqGS:MKSI. The move reflects a shift in its portfolio toward suppliers of AI infrastructure. This stake highlights fresh institutional attention on companies that support AI hardware and manufacturing. NasdaqGS:MKSI is a supplier of equipment and technologies used in advanced electronics manufacturing, including areas tied to AI data centers and high performance computing. With more capital flowing into AI...

If you are wondering whether Church & Dwight at around US$95.63 still offers value, you are not alone. This article focuses squarely on what that price might mean for long term investors. The stock is roughly flat over the past week and month, each down about 0.6%. Year to date it is up 15.7%, and over the last year it is down 1.5%, which together hint at shifting views on both its potential and its risks. Recent coverage has focused on Church & Dwight's position within the Household...

Wondering whether Ventas at around US$84.42 is offering fair value or if you might be overpaying for future growth? This article explains what the current price could be indicating about the stock. The stock is up 9.2% year to date and 34.9% over the past year, even though it has slipped 4.3% over the last week and 3.4% over the past month. Over 3 years it is up 105.4% and over 5 years it has gained 76.2%. Recent coverage around Ventas has focused on its position in the Health Care REITs...

PTC (NasdaqGS:PTC) has been selected as the Official Engine Design Software Partner of TRD U.S.A. (Toyota Racing Development). TRD U.S.A. will use PTC's Creo and Windchill platforms for engine design and product lifecycle management in its motorsports programs. For PTC, this agreement with TRD U.S.A. places its CAD and PLM tools at the center of high-performance engine development for a major motorsports operation. The company already focuses on intelligent product lifecycle solutions, and...

Corsair Gaming (CRSR) has drawn fresh attention after a sharp move in its share price, with the stock showing strong gains over the past month and past 3 months, prompting investors to reassess its recent performance. See our latest analysis for Corsair Gaming. The recent surge has pushed Corsair Gaming’s share price to US$12.14, with a 30 day share price return of 78.01% and a year to date share price return of 101.66%. However, the 3 year total shareholder return is down 38.93%, indicating...

If you are wondering whether First Solar at around US$306.79 is still sensibly priced or already baking in a lot of optimism, the valuation story is where things start to get interesting. The stock has seen sharp recent moves, with returns of 19.0% over 7 days, 61.0% over 30 days, 11.8% year to date, 94.1% over 1 year, 48.4% over 3 years, and 304.5% over 5 years. This naturally raises questions about how much is already reflected in the price. Recent coverage around First Solar has focused...

Ambarella (AMBA) opened Q1 2027 with revenue of US$100.4 million and a basic EPS loss of US$0.41, while trailing twelve month revenue sat at US$405.2 million and EPS was a loss of US$1.62. Over recent quarters, the company has seen revenue move from US$85.9 million in Q1 2026 to just over US$100 million in the latest period and quarterly EPS losses range between about US$0.35 and US$0.58. This sets the scene for an earnings print where growth ambitions are still running ahead of...

Why Paylocity Holding (PCTY) Is Back on Investor Radars Paylocity Holding (PCTY) has drawn fresh attention after recent share price moves, with the stock up about 3.7% over the past day and roughly 8.9% over the past month. See our latest analysis for Paylocity Holding. The latest 1-day share price return of 3.65% and 30-day share price return of 8.95% sit against a year-to-date share price decline of 21.12% and a 1-year total shareholder return decline of 39.8%. This suggests recent momentum...

Cboe Global Markets (BATS:CBOE) received SEC approval to introduce extended trading hours for select multi listed equity options. The company also announced the planned appointment of Boudewijn Duinstra as Chief Risk Officer, bringing global risk leadership experience to its operations. Cboe Global Markets, trading at about $333.56, has seen its stock up 34.4% year to date and 47.1% over the past year, with a very large 3 year return and 218.5% over 5 years. In that context, expanded...

Wondering whether Eos Energy Enterprises at US$8.43 is still offering value or if most of the opportunity is already priced in. The stock has moved 4.6% over the past week and 33.0% over the past month, while the 1 year return sits at 102.6% and the 3 year return is a very large gain, compared to a decline of 35.0% year to date and 57.9% over 5 years. These swings have kept the stock on many watchlists as investors react to ongoing company updates and sector sentiment. Recent coverage has...