U.S. Specialty Stores Stock News

NasdaqGS:CME
NasdaqGS:CMECapital Markets

CME Expands 24/7 Crypto And New Futures As Valuation Runs Hot

CME Group plans to launch 24/7 trading for its cryptocurrency futures and options, aligning with the always-on nature of spot crypto markets. The company is also preparing new single stock futures and rare earths futures contracts, expanding its product set across equities and commodities. These moves position CME Group, NasdaqGS:CME, to cater to growing institutional interest in continuous crypto access and specialized derivatives. CME Group, trading at around $319.03, has seen returns of...
NasdaqGS:APLD
NasdaqGS:APLDIT

Assessing Applied Digital’s Valuation After Nvidia Exits Its APLD Stake

Why Nvidia’s Exit Matters for Applied Digital Nvidia’s decision to sell its entire position in Applied Digital (APLD) pushed many investors to reassess the stock’s risk profile, even as the company reports strong high performance computing and AI data center momentum. See our latest analysis for Applied Digital. Applied Digital’s share price has pulled back recently, with a 7 day share price return of negative 8.64% and a 30 day share price return of negative 18.65%, even though the 90 day...
NasdaqGS:MRVL
NasdaqGS:MRVLSemiconductor

A Look At Marvell Technology (MRVL) Valuation After PCIe 8.0 SerDes AI Data Center Reveal

Marvell Technology (MRVL) is back in focus after using DesignCon 2026 to showcase PCIe 8.0 SerDes running at 256 GT/s. The demonstration targets future AI data center bandwidth needs and raises fresh questions about how its stock reflects this roadmap. See our latest analysis for Marvell Technology. That DesignCon showcase comes after a mixed run in the stock, with the latest share price at $78.39 and a 90 day share price return of a 10.64% decline. The 3 year total shareholder return of...
NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

Datadog (DDOG) Is Down 14.8% After AI Investor Day Optimism Meets Tariff-Driven Software Sell-Off

In mid-February 2026, Datadog held an Investor Day where management detailed its AI roadmap, autonomous observability strategy, platform evolution, and reaffirmed financial targets, prompting multiple analysts to reiterate positive views on the company’s growth opportunities. A few days later, Datadog was caught in a wider software sell-off after the White House announced plans to lift global tariffs to 15%, amplifying investor concerns about how rapid AI adoption and shifting trade...
NasdaqGS:BOOM
NasdaqGS:BOOMEnergy Services

DMC Global (BOOM) Q4 Loss Deepens Bearish Narrative On Profitability Turnaround

DMC Global (BOOM) has wrapped up FY 2025 with Q4 revenue of US$143.5 million and a basic EPS loss of US$0.59, alongside trailing twelve month revenue of US$609.8 million and a basic EPS loss of US$0.90 that keeps profitability out of reach for now. Over recent quarters, the company has seen revenue move from US$152.4 million in Q4 2024 to US$159.3 million in Q1 2025 and then into the mid US$150 million range. Quarterly EPS has swung between a small profit of US$0.04 and losses of up to...
NYSE:NBR
NYSE:NBREnergy Services

Why Nabors Industries (NBR) Is Up 8.1% After Swing to Profit and 20-Year Low Net Debt

Nabors Industries Ltd. reported its fourth-quarter and full-year 2025 results in February 2026, showing higher sales of US$805.13 million for the quarter and moving from a net loss a year earlier to net income of US$10.35 million, while also completing a multi-year repurchase of 14,012,000 shares for US$121.27 million. An interesting angle for investors is that Nabors reduced its net debt to the lowest level since 2005, signaling a materially cleaner balance sheet alongside its earnings...
NYSE:PCG
NYSE:PCGElectric Utilities

PG&E (PCG) Valuation Check After Strong Recent Share Price And Earnings Performance

PG&E stock in focus after recent performance PG&E (PCG) has drawn fresh attention after a strong run over the past month, with the share price moving alongside a year to date total return in the mid teens. For investors tracking the name, that recent strength sits against a reported US$24.9b in revenue and US$2.6b in net income, with both figures reported as higher on an annual basis in the latest available data. See our latest analysis for PG&E. PG&E's recent move to US$18.66 comes after a...
NYSE:IIPR
NYSE:IIPRIndustrial REITs

IIPR (IIPR) Dividend Coverage Concerns Reinforce Bearish Income Narratives After FY 2025 Results

Innovative Industrial Properties (IIPR) closed FY 2025 with Q4 revenue of US$66.7 million and basic EPS of US$1.10, providing a clear snapshot of its latest earnings run rate. The company’s quarterly revenue moved from US$76.7 million in Q4 2024 to US$66.7 million in Q4 2025, while basic EPS shifted from US$1.38 to US$1.10 over the same period, giving investors a clearer view of how the top and bottom lines are tracking into the new year. With those headline figures reported, attention now...
NasdaqGM:KOD
NasdaqGM:KODBiotechs

Why Kodiak Sciences (KOD) Is Up 23.5% After Baker Bros. Boosts Stake Amid Phase 3 Progress

During the fourth quarter of 2025, Baker Bros. Advisors increased its Kodiak Sciences stake by 2,608,696 shares, an estimated US$53.42 million investment, while the company’s lead retinal drug candidates tarcocimab and KSI-501 continued Phase 3 trials targeting the anti-VEGF market. This combination of heightened institutional interest and late-stage clinical progress positions Kodiak Sciences at a pivotal moment in its attempt to compete in a roughly US$15 billion retinal therapy...
NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

Is It Too Late To Consider AST SpaceMobile (ASTS) After Its 3-Year Surge?

If you are trying to figure out whether AST SpaceMobile's current share price lines up with its underlying worth, you are not alone, as this stock has caught a lot of attention from investors asking the same question. The share price recently closed at US$85.82, with returns of 3.4% over 7 days, a 24.4% decline over 30 days, 2.8% year to date and 227.9% over the past year, plus a very large 3 year return and a more than 5x return over 5 years. These figures hint at big shifts in how the...
NasdaqGS:VNOM
NasdaqGS:VNOMOil and Gas

Viper Energy (VNOM) TTM Loss Despite 34.721 MMboe Output Challenges Bullish Profitability Narratives

Viper Energy (VNOM) closed out FY 2025 with Q4 revenue of US$434 million and a basic EPS loss of US$0.61, while trailing twelve month revenue came in at US$1.4 billion alongside a TTM basic EPS loss of US$0.48. Over the past few reporting periods, revenue has moved from US$210 million in Q3 2024 to US$217.3 million in Q4 2024 and then to US$232 million, US$283 million, US$399 million, and US$434 million across the four quarters of 2025. EPS shifted from US$2.04 in Q4 2024 to a mix of profits...
NYSE:CLVT
NYSE:CLVTProfessional Services

Clarivate (CLVT) Turns Q4 Profit As Loss Reduction Narrative Faces Fresh Scrutiny

Clarivate (CLVT) has rounded out FY 2025 with Q4 revenue of US$617 million and basic EPS of US$0.00, translating into net income of US$3.1 million. Over the past six quarters, the company has seen quarterly revenue move between US$593.7 million and US$663 million while basic EPS ranged from a loss of US$0.27 to the Q4 FY 2025 level, as net income swung between a loss of US$191.8 million and a small profit. For investors, the key question now is whether this earnings profile can support...
NYSE:HRB
NYSE:HRBConsumer Services

A Look At H&R Block (HRB) Valuation After Recent Share Price Momentum Shifts

Stock performance snapshot H&R Block (HRB) has drawn attention after a recent stretch of weaker share performance, with the stock showing negative returns over the past month, past 3 months, year to date, and the past year. Against that backdrop, investors are weighing the company’s reported US$3,790.531 million in revenue, US$613.561 million in net income, and a value score of 5, alongside its current share price of US$29.94. See our latest analysis for H&R Block. For context, H&R Block’s...
NasdaqGS:FITB
NasdaqGS:FITBBanks

Assessing Fifth Third Bancorp (FITB) Valuation After Recent Analyst Upgrades And Constructive Outlook

Why recent analyst upgrades on Fifth Third Bancorp (FITB) are getting attention Recent Wall Street upgrades on Fifth Third Bancorp (FITB) are drawing fresh attention to the regional bank, with analysts pointing to its capital strength, rising dividends, conservative credit standards, and strong deposit base. Those themes, combined with a focus on cost control and potential loan growth if interest rates move lower, are shaping how some investors are reassessing the stock’s role in a bank...
NYSE:AIN
NYSE:AINMachinery

Albany International (AIN) TTM Loss Challenges Bullish Margin Expansion Narratives After FY 2025 Results

Albany International (AIN) has just closed out FY 2025 with Q4 revenue of US$321.2 million and basic EPS of US$0.49, alongside net income of US$13.9 million. The latest trailing twelve month figures show total revenue of US$1.18 billion and a net loss of US$57.3 million, equal to basic EPS of US$1.94. Over recent quarters, the company has reported revenue in a range from US$261.4 million to US$321.2 million, with basic EPS moving from a loss of US$3.37 in Q3 2025 to a profit of US$0.49 in Q4...
NasdaqGS:LCID
NasdaqGS:LCIDAuto

Is Lucid’s 2026 Output Cut, Layoffs and Losses Altering The Investment Case For Lucid Group (LCID)?

In late February 2026, Lucid Group reported full-year 2025 results showing sales of US$1,353.79 million and a net loss of US$2,698.05 million, while also cutting 12% of its global workforce and guiding 2026 production to 25,000–27,000 vehicles. The combination of significant cost reductions, ongoing heavy losses, and fresh production guidance offers investors a clearer picture of how Lucid is trying to balance growth, efficiency, and financial sustainability in a tougher premium EV...
NYSE:PAYC
NYSE:PAYCProfessional Services

A Look At Paycom Software’s (PAYC) Valuation After Leadership And Governance Changes

Paycom Software (PAYC) is back in focus after the board appointed longtime executive Shane Hadlock as President and Chief Client Officer, along with bylaw changes that refine the President's role and competitive definitions. See our latest analysis for Paycom Software. The leadership and bylaw changes come after a difficult stretch for holders, with the share price at US$119.34, a 30 day share price return of a 21.64% decline, and a 1 year total shareholder return of a 45.13% decline. This...
NasdaqGS:OFIX
NasdaqGS:OFIXMedical Equipment

Orthofix Medical (OFIX) Loss Narrows Sharply In Q4 Challenging Bearish Earnings Narrative

Orthofix Medical (OFIX) has just posted its FY 2025 fourth quarter scorecard, reporting revenue of US$219.9 million and a basic EPS loss of US$0.06. Trailing 12 month revenue stands at US$822.3 million against a net loss of US$92.2 million. Over the past few quarters, the company has reported revenue increasing from US$193.6 million in Q1 2025 to US$219.9 million in Q4 2025, while basic EPS losses narrowed from US$1.35 to US$0.06. This outlines an earnings story that remains marked by...
NYSE:HLX
NYSE:HLXEnergy Services

Helix Energy Solutions (HLX) One Off US$18.1m Loss Tests Bullish Margin Narratives

Helix Energy Solutions Group (HLX) has wrapped up FY 2025 with fourth quarter revenue of US$334.2 million and basic EPS of US$0.06, alongside net income of US$8.3 million. On a trailing twelve month basis the company generated US$1.3 billion of revenue and EPS of US$0.21 from net income of US$30.8 million. Over the last few quarters the business has seen revenue move between US$278.1 million and US$377.0 million, with quarterly EPS ranging from a small loss of about US$0.02 to a recent high...
NYSE:AFG
NYSE:AFGInsurance

What American Financial Group (AFG)'s Raised Guidance and Capital Returns Strategy Means For Shareholders

In recent days, American Financial Group reported quarterly results, raised its guidance, and highlighted continued strength in specialty commercial underwriting and pricing. The company also underscored its commitment to disciplined capital returns, combining regular and special dividends with selective share repurchases that appeal to income-focused investors. Next, we’ll examine how AFG’s raised guidance and continued capital returns influence its existing investment narrative and...
NasdaqCM:SKYT
NasdaqCM:SKYTSemiconductor

A Look At SkyWater Technology’s Valuation As Christine Dunbar Joins To Drive Growth And Customer Expansion

Why Christine Dunbar’s appointment matters for SkyWater Technology (SKYT) SkyWater Technology (SKYT) has brought in Christine Dunbar as senior vice president of sales and solutions engineering, with a clear brief to accelerate customer acquisition and scale growth across its core semiconductor platforms. For you as an investor, this kind of senior hire is less about the job title and more about the track record and mandate that come with it. Dunbar’s nearly 30 years in advanced development...
NYSE:WHR
NYSE:WHRConsumer Durables

Whirlpool Reshapes Balance Sheet And Portfolio With Equity Raise And EMEA Exit

Whirlpool (NYSE:WHR) has announced an $800 million equity offering aimed at reducing its debt load. The company is planning an exit from its EMEA operations, which have been loss making, and will form a new entity with Arçelik. These moves come after recent debt downgrades and mark a significant shift in Whirlpool's capital structure and business footprint. For investors watching Whirlpool at a share price of $71.67, this is a key moment to reassess the company’s risk and opportunity mix...