U.S. Specialty Stores Stock News

NYSE:XOM
NYSE:XOMOil and Gas

Assessing Exxon Mobil (XOM) Valuation After Growth Update And Ongoing Legal Actions

Exxon Mobil (XOM) is back in focus after reporting strong production growth, rolling out new projects, and reiterating long term earnings goals, while simultaneously contesting high profile legal and arbitration cases. See our latest analysis for Exxon Mobil. The latest share price of US$149.26 sits on the back of strong recent momentum, with a 30 day share price return of 10.59% and a 30.05% 90 day move. The 1 year total shareholder return of 40.70% and 5 year total shareholder return above...
NYSE:FLUT
NYSE:FLUTHospitality

Does Flutter (FLUT) Still Hold a Lasting Edge in U.S. Betting After DraftKings’ Caution?

In recent weeks, Flutter Entertainment responded to sector pressure after rival DraftKings issued cautious 2026 revenue guidance, prompting investors to reassess U.S. online betting prospects and competitive positioning. Flutter’s leadership emphasized FanDuel’s 47% U.S. market share and the breadth of its international portfolio, underlining how product innovation such as FanDuel Predict and geographic diversification underpin its business case. We’ll now explore how Flutter’s reaffirmed...
NYSEAM:IE
NYSEAM:IEMetals and Mining

Ivanhoe Electric (IE) Valuation Check After Narrower Losses And Revenue Progress In Latest Earnings

Ivanhoe Electric (IE) has come back into focus after reporting full year 2025 results, with sales of US$3.24 million and a net loss of US$105.87 million, alongside a narrower basic loss per share. See our latest analysis for Ivanhoe Electric. The latest earnings report appears to be one of the key reference points for investors. The 1 day share price return of 5.07% and 7 day share price return of 5.96% followed a 30 day share price return decline of 17.62%. The 1 year total shareholder...
NYSE:AGM
NYSE:AGMDiversified Financial

A Look At Federal Agricultural Mortgage (AGM) Valuation After Mixed Returns And Perceived 30% Undervaluation

Stock performance check in on Federal Agricultural Mortgage Federal Agricultural Mortgage (AGM) has drawn attention after a mixed run in its share price, with a 1 day gain of 1.7% but declines over the past week, month, and past 3 months. For investors tracking longer horizons, the stock shows a year to date total return of about a 10.3% decline and a 1 year total return of roughly a 19.9% decline, alongside reported annual revenue growth of 15.4% and net income growth of 8.7%. See our latest...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Is It Too Late To Consider Lam Research (LRCX) After Its 207% One Year Surge?

If you are wondering whether Lam Research is still fairly priced after its strong run, you are not alone. This article will focus squarely on what you might be paying for today. The stock last closed at US$244.25, with returns of 3.7% over 7 days, 12.1% over 30 days, 32.0% year to date, 207.0% over 1 year and 418.6% over 3 years. This naturally raises questions about how much of the story is already in the price. Recent coverage around Lam Research has focused on its role as a key supplier...
NYSE:MCO
NYSE:MCOCapital Markets

Moody’s Riyadh Hub Opens As Shares Trade Below Analyst Targets

Moody's (NYSE:MCO) has set up a new regional headquarters in Riyadh, Saudi Arabia. The move is part of the company’s plan to support the Kingdom’s capital markets and its broader Middle East presence. The Riyadh hub aligns with Saudi Arabia’s Vision 2030 initiative and reflects Moody's focus on geographical expansion. Moody's is known for its credit ratings, research, and risk analysis, which are widely used by investors and issuers to assess creditworthiness and market conditions. By...
NYSE:ALLE
NYSE:ALLEBuilding

A Look At Allegion (ALLE) Valuation After Q4 Results 2026 Guidance And Cautious Analyst Sentiment

Allegion (ALLE) is back in focus after its fourth quarter 2025 results and fresh 2026 guidance, which paired solid margin performance with softer residential trends and a more cautious tone from analysts. See our latest analysis for Allegion. Allegion’s recent earnings, 2026 guidance and new Schlage product launches have come against a softer patch for the shares, with a 30 day share price return of 4.76% and a 90 day share price return of 4.11%, while the 1 year total shareholder return of...
NYSE:CCL
NYSE:CCLHospitality

Carnival Reroutes Ships From Mexico As Security Risks Meet Cheap Shares

Carnival Corporation (NYSE:CCL) has cancelled upcoming calls in Puerto Vallarta, Mexico following recent violence and a U.S. State Department travel warning. The company is rerouting affected sailings, in line with similar moves by other cruise operators responding to security concerns in the region. These itinerary changes affect current and near term customers and raise fresh questions about exposure to geopolitical and safety risks in key ports. Carnival Corporation, one of the largest...
NasdaqGS:TWST
NasdaqGS:TWSTBiotechs

Twist Bioscience Expands Antibody Discovery With Invenra Bispecific Platform Deal

Twist Bioscience, NasdaqGS:TWST, has entered a co exclusive licensing agreement with Invenra Inc. for Invenra's B Body bispecific antibody platform. The deal expands Twist's antibody discovery services and includes an equity investment and licensing terms that share economics between the two companies. This move adds bispecific antibody capabilities to Twist's existing biologics discovery tools, broadening the range of programs it can support for biotech and pharma customers. Twist...
NYSE:DHI
NYSE:DHIConsumer Durables

Assessing D.R. Horton (DHI) Valuation After Sustained Shareholder Returns

How D.R. Horton Stock Has Been Performing D.R. Horton (DHI) has seen mixed recent returns, with a small 0.2% decline over the past day and a 1.4% pullback over the past week, alongside a gain over the past month. Over longer periods, the stock shows a 4.6% return over the past 3 months, 12.5% year to date, and 25.6% over the past year, with multi year total returns that are also positive. See our latest analysis for D.R. Horton. At a share price of $163.95, D.R. Horton’s 8.9% 1 month share...
NasdaqGS:SIMO
NasdaqGS:SIMOSemiconductor

Assessing Silicon Motion Technology (NasdaqGS:SIMO) Valuation After Strong Earnings And Upgraded Analyst Estimates

Why Silicon Motion Technology (SIMO) Is Getting Fresh Attention Silicon Motion Technology (SIMO) is back on many watchlists after a period of strong quarterly earnings and revenue growth, combined with technical signals that point to firm price momentum. In addition, analysts have recently lifted their earnings estimates, which many investors read as confirmation that the business performance trends seen in the latest quarter may have some continuity in the near term. See our latest analysis...
NYSE:TDC
NYSE:TDCSoftware

Assessing Teradata (TDC) Valuation After Mixed Recent Returns And A 15.9% Undervaluation Signal

What Teradata’s recent returns signal for investors Teradata (TDC) has delivered mixed share price moves, with a roughly 6.8% gain over the past day, a 7.9% decline over the past week, and positive returns over the past month and past 3 months. At a last close of $30.03, the company has a 1 year total return of about 23.6%. Its 3 year and 5 year total returns are both negative, which may catch the eye of investors comparing shorter and longer time frames. See our latest analysis for...
NYSE:SAFE
NYSE:SAFESpecialized REITs

What Safehold (SAFE)'s Ground Lease Expansion and New Credit Facility Means For Shareholders

In February 2026, Safehold Inc. reported fourth-quarter and full-year 2025 results showing modest increases in sales, revenue, net income, and earnings per share, and confirmed that no shares were repurchased under the buyback program announced in February 2025. Alongside this, Safehold expanded its ground lease portfolio to 143 assets worth about US$6.50 billion and secured a new US$2.00 billion unsecured revolving credit facility, meaningfully increasing its financial flexibility to...
NasdaqGS:CAI
NasdaqGS:CAIBiotechs

Is Caris Life Sciences (CAI) Now Attractive After Recent Share Price Weakness

If you are trying to work out whether Caris Life Sciences at around US$18.20 is a bargain or a value trap, you are in the right place. The stock has been under pressure recently, with a 12.5% decline over the last 7 days, a 27.2% decline over the last 30 days, and a 32.5% decline year to date. Recent attention around Caris Life Sciences has focused on its position in the pharmaceuticals and biotech space and how investors are reassessing risk in the sector. This backdrop helps explain why...
NYSE:DAC
NYSE:DACShipping

Is Danaos (DAC) Still Attractive After Strong Multi‑Year Share Price Gains

If you are wondering whether Danaos is still good value after its recent run, you are in the right place. This article focuses squarely on what you are paying for each dollar of the business. The stock last closed at US$111.57, with returns of 4.0% over 7 days, 10.8% over 30 days, 17.1% year to date, 41.5% over 1 year and 116.4% over 3 years. These figures naturally raise questions about how much upside or risk is now priced in. Recent coverage of Danaos has highlighted its role in the...
NYSE:INSP
NYSE:INSPMedical Equipment

Does Inspire Medical Systems (INSP) Offer Value After Its Sharp One Year Share Price Slump

If you are wondering whether Inspire Medical Systems' share price now reflects good value or lingering risk, you are not alone. The stock last closed at US$57.72, with returns of 4.4% decline over 7 days, 27.3% decline over 30 days, 37.4% decline year to date, 68.8% decline over 1 year, 77.8% decline over 3 years and 76.1% decline over 5 years. Recent coverage has focused on how the share price pullback has reshaped expectations around the company and the sleep apnea treatment market it...
NYSE:LVS
NYSE:LVSHospitality

Patrick Dumont Takes Helm At Las Vegas Sands As Valuation Questions Linger

Patrick Dumont has been appointed Chief Executive Officer and Chairman of Las Vegas Sands. He succeeds Robert G. Goldstein in both roles, marking a concentrated leadership change at the company. This transition represents a material corporate event for investors in NYSE:LVS. Las Vegas Sands, trading on the NYSE under the ticker LVS, is entering a new phase with Patrick Dumont taking over as both CEO and Chairman. The stock closed at $55.05, with a 1 year return of 26.7% and a relatively...
NYSE:NIC
NYSE:NICBanks

Is It Too Late To Consider Nicolet Bankshares (NIC) After Its Strong Share Price Run?

If you are wondering whether Nicolet Bankshares is still reasonably priced after its strong run, this article will walk through what the current share price might be implying about its value. The stock recently closed at US$156.96, with returns of 11.1% over the last 30 days, 30.3% year to date, and 34.5% over the past year, while the 3 year and 5 year returns sit at 117.7% and 110.4% respectively. These figures may change how you think about risk and reward from here. Recent coverage of...
NYSE:S
NYSE:SSoftware

Will SentinelOne's (S) New Real-Time Identity Security for AI Agents Reshape Its Core Narrative?

Earlier today, SentinelOne unveiled a new Singularity Identity portfolio that continuously validates access for both human users and fast-changing AI and non-human identities across endpoints, browsers, and automated workflows. By shifting identity security from one-time authorization to real-time behavioral guardrails, the company is aiming to secure how autonomous agents actually execute work, not just how they log in. We’ll now examine how this push into execution-based identity security...
NasdaqGS:TRMB
NasdaqGS:TRMBSoftware

Trimble (TRMB) Valuation Check After Mixed Share Price Performance And Undervalued DCF Signal

Trimble stock moves and recent performance snapshot Trimble (TRMB) traded around $66.74 at the last close, with the share price showing small positive moves over the past week, but a weaker patch over the month and the past 3 months. See our latest analysis for Trimble. That recent 2% one day share price gain comes after a softer patch, with a 30 day share price return showing a 6.25% decline and a 90 day share price return showing a 17.88% decline, while the 3 year total shareholder return...
NYSE:CON
NYSE:CONHealthcare

Assessing Concentra Group Holdings Parent (CON) Valuation After Recent Share Price Momentum

Concentra Group Holdings Parent: Recent Moves In Context With no single headline event driving attention to Concentra Group Holdings Parent (CON), investors are focusing on how its recent share performance and financial profile fit into the occupational health services story. See our latest analysis for Concentra Group Holdings Parent. At a share price of $23.41, Concentra Group Holdings Parent has paired a 1 month share price return of 8.63% with a year to date share price return of 20.61%...
NYSE:GPI
NYSE:GPISpecialty Retail

A Look At Group 1 Automotive (GPI) Valuation After Recent Share Price Pullback

Recent share performance and business snapshot Group 1 Automotive (GPI) has drawn investor attention after a recent share price pullback, with the stock showing a 15% decline over the past month and a 17% decline over the past 3 months. At a last close of $335.07, the company reports annual revenue of $22.57b and net income of $320.0m. It operates a broad network of dealerships and services in the US and UK auto retail market. See our latest analysis for Group 1 Automotive. Looking past the...
NYSE:WK
NYSE:WKSoftware

Assessing Workiva (WK) Valuation After Prolonged Share Price Weakness And Ongoing Losses

Workiva stock performance in focus Workiva (WK) has drawn investor attention after a difficult stretch, with the share price showing negative returns over the month, past 3 months, and year to date, alongside a negative 1 year total return. At a last close of US$57.70 and annual revenue of US$884.57m against a net income loss of US$26.17m, investors are weighing how current pricing aligns with the company’s cloud-based reporting business profile. See our latest analysis for Workiva. For now,...
NYSE:OMC
NYSE:OMCMedia

Omnicom Interpublic Merger And AI Push Reframe Value And Buyback Story

Omnicom Group (NYSE:OMC) has completed its merger with Interpublic, creating what the company describes as the world's leading marketing and sales group. The combined business is rolling out expanded generative and agentic AI capabilities across its services. Management has announced a major realignment of operations, including divesting non core assets. The board has also authorized a $5b share repurchase program alongside higher synergy targets. For investors watching NYSE:OMC, these...