U.S. Specialty Stores Stock News

NYSE:CDP
NYSE:CDPOffice REITs

Should COPT Defense Properties’ (CDP) Higher 2026 Dividend Shift Investor Focus Toward Its Capital Allocation Strategy?

COPT Defense Properties recently declared a higher regular quarterly dividend of US$0.32 per common share for the first quarter of 2026, payable on April 15 to shareholders of record on March 31, reflecting a 4.9% increase from its prior US$0.305 payout. This dividend increase, alongside upcoming commentary from President & CEO Stephen E. Budorick at Citi’s 2026 Global Property CEO Conference, offers investors fresh insight into how management is balancing income returns with longer-term...
NasdaqGS:IBRX
NasdaqGS:IBRXBiotechs

Is It Too Late To Consider ImmunityBio (IBRX) After Its Recent Share Price Surge

If you are wondering whether ImmunityBio's recent share price action still leaves room for value, this article walks through what the current price might be implying about the business. The stock last closed at US$9.54, with returns of 11.7% over 7 days, 53.6% over 30 days, 372.3% year to date and 218.0% over 1 year, which will naturally raise questions about growth expectations and changing risk perceptions. Recent news around ImmunityBio has focused on its position in the pharmaceuticals...
NYSE:OII
NYSE:OIIEnergy Services

Oceaneering International (OII) Is Up 14.6% After Profit Jump, Buybacks And 2026 Outlook Update

Oceaneering International, Inc. recently reported fourth-quarter 2025 sales of US$668.57 million and net income of US$177.65 million, issued 2026 earnings guidance, completed a US$160.87 million share repurchase program, and is presenting at The THRIVE Energy Conference in Houston on 26 February 2026. The combination of strong year-on-year profit growth, ongoing capital returns through buybacks, and increased investor outreach highlights how management is emphasizing both operational...
NYSE:QBTS
NYSE:QBTSSoftware

D-Wave Quantum Contracts And SQC Role Shape Evolving Investment Narrative

D-Wave Quantum joined the newly formed Southeastern Quantum Collaborative as a founding member, aligning with U.S. quantum workforce and research efforts. The company plans to use its Advantage2 system in collaborations that connect industry partners and academic institutions in the southeastern United States. D-Wave recently secured multimillion dollar commercial contracts with a Fortune 100 company and Florida Atlantic University, pointing to enterprise engagement with its quantum...
NYSE:TPC
NYSE:TPCConstruction

Is It Too Late To Consider Tutor Perini (TPC) After Its 272% One Year Surge

If you are wondering whether Tutor Perini’s recent share price moves still leave room for value, this breakdown is designed to help you make sense of what the current price might be offering. The stock last closed at US$86.10, with returns of 6.2% over 7 days, 11.3% over 30 days, 24.2% year to date, 272.4% over 1 year, and a very large 3 year return that is close to 10x, along with a 431.3% 5 year return. Recent news around Tutor Perini has mainly focused on its position in large...
NasdaqGS:HAS
NasdaqGS:HASLeisure

Assessing Hasbro (HAS) Valuation After Toy Fair Launches And New Licensing Deals

Hasbro (HAS) has been in focus after a busy February, combining fresh product reveals at the North American International Toy Fair with new licensing deals, a dismissed shareholder lawsuit and renewed tariff headlines. See our latest analysis for Hasbro. Those Toy Fair launches, the refreshed credit facility and the quick resolution of the Magic: The Gathering lawsuit all sit against a 30 day share price return of 11.56% and a 1 year total shareholder return of 53.55%. This suggests momentum...
NYSE:ABT
NYSE:ABTMedical Equipment

Abbott’s US$20b Bond Bet Recasts Growth Story In Oncology Diagnostics

Abbott Laboratories (NYSE:ABT) is acquiring cancer diagnostics company Exact Sciences in a deal financed by a US$20b bond sale. The transaction marks Abbott's entry into oncology diagnostics, expanding its presence in higher growth testing and screening markets. The large bond issuance is set to reshape Abbott's capital structure and raises fresh questions about risk, return and balance sheet flexibility. Abbott Laboratories, trading at around US$114.76, is moving beyond its traditional...
NasdaqGS:CCC
NasdaqGS:CCCSoftware

CCC Intelligent Solutions Holdings (CCC) Margin Compression Challenges Bullish Earnings Growth Narrative

CCC Intelligent Solutions Holdings (CCCS) closed FY 2025 with Q4 revenue of US$277.9 million and basic EPS of US$0.01, while trailing twelve month figures show revenue of US$1.1 billion and basic EPS of essentially breakeven at US$0.00. Over recent quarters the company has seen revenue move from US$246.5 million in Q4 2024 to US$277.9 million in Q4 2025, with quarterly EPS ranging between a loss of US$0.03 and a profit of US$0.02. For investors, the latest print puts the spotlight squarely on...
NYSE:COP
NYSE:COPOil and Gas

Is ConocoPhillips (COP) Offering Value After Recent Share Price Consolidation?

If you are wondering whether ConocoPhillips at around US$110 a share offers fair value or an appealing entry point, you are in the right place. The stock has been relatively flat over the last week with a 0.5% decline, while the 30 day return of 11.7% and 1 year return of 18.4% hint at shifting expectations around both opportunity and risk. Recent headlines have focused on ConocoPhillips as a large US energy producer, with ongoing attention on how its asset base and capital allocation...
NasdaqGS:CMCSA
NasdaqGS:CMCSATelecom

Is Comcast (CMCSA) Offering Value After Recent Share Price Weakness?

If you are looking at Comcast and wondering whether the current share price reflects its underlying value, this article will walk you through what the numbers are really saying about the stock. Comcast shares recently closed at US$30.79, with returns of 4.6% over the last 30 days, 4.2% year to date, and a 1 year return of a 2.5% decline alongside a 5 year return of a 29.2% decline. Recent headlines around Comcast have focused on its position as a major US telecom and media company, including...
NYSE:BRSL
NYSE:BRSLHospitality

A Look At Brightstar Lottery’s Valuation As Mixed Returns Challenge The Undervalued Narrative

Event context and recent performance Brightstar Lottery (BRSL) is drawing investor attention after a recent stretch of mixed share performance, including a 0.7% move over the past day, a gain over the past week, and declines over the month and past 3 months. See our latest analysis for Brightstar Lottery. At a share price of $13.82, Brightstar Lottery’s recent 1-day and 7-day share price gains sit against a weaker backdrop, with a 30-day share price return of 2.19% decline, a 90-day share...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Is It Time To Reassess Airbnb (ABNB) After Regulatory Headlines And Mixed Returns?

Wondering if Airbnb at around US$132 per share still offers value or if most of the upside is already priced in? This article is going to break that question down in plain terms. Over the very short term, the stock is up 6.2% over the last 7 days. Returns of a 1% decline over 30 days and a 0.7% decline year to date, along with an 8.3% decline over 1 year and a 26.8% decline over 5 years, show a mixed picture for longer term holders. Recent headlines around Airbnb have focused on regulatory...
NYSE:HUBS
NYSE:HUBSSoftware

HubSpot’s Direct Mail Push and Buyback Plan Might Change The Case For Investing In HubSpot (HUBS)

In February 2026, PostcardMania announced it was seeking beta testers for a new PCM Integrations-powered automated direct mail connection for HubSpot, enabling CRM-triggered postcards and letters based on key contact and deal events. This move highlights how HubSpot’s ecosystem is extending beyond digital channels, integrating physical mail to help businesses act on CRM insights at critical customer moments. Now we’ll explore how HubSpot’s stronger-than-expected quarter and new US$1 billion...
NYSE:CTRE
NYSE:CTREHealth Care REITs

How Investors May Respond To CareTrust REIT (CTRE) Launching a US$1 Billion ATM Equity Program

In February 2026, CareTrust REIT, Inc. filed a universal shelf registration covering common and preferred shares, warrants, debt securities and units, and separately registered a US$1.00 billion at-the-market common equity offering, following the release of its 2025 earnings and 2026 net income guidance. The combination of robust 2025 results, detailed 2026 earnings guidance of US$1.45–US$1.50 per share, and a large capital-raising framework signals a meaningful shift in CareTrust’s...
NYSE:NVO
NYSE:NVOPharmaceuticals

Is Novo Nordisk (NYSE:NVO) Now Attractive After The Recent Share Price Slump?

If you are wondering whether Novo Nordisk’s recent share price slump has created a potential opportunity or a value trap, you are in the right place. The stock last closed at US$38.16, after declines of 22.5% over 7 days, 40.4% over 30 days, and 27.2% year to date, with a 56.5% decline over 1 year and a softer 44.6% return over 3 years compared to a 13.5% gain over 5 years. These moves come as Novo Nordisk remains in the spotlight for its role in weight management and diabetes treatments...
NYSE:DELL
NYSE:DELLTech

Is Dell Technologies (DELL) Pricing Reflecting Its Cash Flow Strength And Recent Share Performance?

If you are wondering whether Dell Technologies' current share price really reflects its underlying value, you are not alone, as many investors are asking the same question. The stock most recently closed at US$123.48, with returns of 5.7% over 7 days, 6.5% over 30 days, a 3.4% decline year to date, and 8.8% over 1 year, set against a very large 3 year return that is well above 7x and a 5 year return of 219.9%. Recent attention on Dell Technologies has been driven by ongoing investor interest...
NasdaqCM:SIFY
NasdaqCM:SIFYTelecom

A Look At Sify Technologies (NasdaqCM:SIFY) Valuation After A Sharp 1 Year Share Price Gain

What Sify Technologies (SIFY) Investors Might Be Watching Now Sify Technologies (SIFY) has quietly caught investor attention after a very large 1 year total return of 238%, alongside an 81% gain over the past month and 48% over the past 3 months. See our latest analysis for Sify Technologies. With the share price now at US$16.20, Sify Technologies has moved sharply over the past year, as a very large 1 year total shareholder return contrasts with a shorter term share price pullback and...
NYSE:KOS
NYSE:KOSOil and Gas

Is Kosmos Energy (KOS) Still Attractively Priced After Its Recent Share Price Surge

If you are wondering whether Kosmos Energy is still attractively priced after recent moves, this article walks through what the numbers actually say about its current value. The stock last closed at US$2.09, with returns of 22.9% over the past week, 64.6% over the past month and 134.1% year to date, while the 1 year, 3 year and 5 year returns stand at 21.1% decline, 72.9% decline and 35.9% decline respectively. Recent price action has come alongside ongoing investor interest in the US energy...
NYSE:CACI
NYSE:CACIProfessional Services

Assessing CACI International (CACI) Valuation After Spectral Milestone C With The U.S. Navy

CACI International (CACI) is drawing fresh investor attention after its Spectral program with the U.S. Navy reached Milestone C. This clears the way for low rate initial production and deployment of its electronic warfare technology. See our latest analysis for CACI International. Alongside the Spectral milestone and upcoming investor conference appearance, CACI’s 1-year total shareholder return of 78.22% and 5-year total shareholder return of 172.69% contrast with its recent 30-day share...
NasdaqGS:SFD
NasdaqGS:SFDFood

Is Smithfield Foods (SFD) Pricing Look Attractive After Strong 1-Year Share Performance

If you are wondering whether Smithfield Foods is trading at an attractive price or if the recent buzz has left it looking fully priced, this article walks through the key numbers that matter. Over the past week the stock recorded a 0.4% decline, while the 30 day return sits at 4.2%, the year to date return at 10.7%, and the 1 year return at 24.6%. This has put valuation firmly on investors' radar. Recent attention on Smithfield Foods has centered on company specific developments and sector...
NYSE:TSM
NYSE:TSMSemiconductor

TSMC Expands Global Fabs As AI Demand Fuels Growth And Risks

Taiwan Semiconductor Manufacturing (NYSE:TSM) is expanding its production footprint with new or planned facilities across the U.S., Japan, Taiwan, and Europe. The company recently reported record monthly sales and margin expansion while investing in higher cost overseas operations. These moves are being driven by strong demand for advanced AI and computing chips from major global tech customers. For investors watching NYSE:TSM, the story now is as much about global reach as it is about chip...
NasdaqGM:ADMA
NasdaqGM:ADMABiotechs

ADMA Biologics CFO Shift Puts Spotlight On Margins And Valuation

ADMA Biologics (NasdaqGM:ADMA) announced the retirement of long-serving CFO Brad Tade and the appointment of Terry Kohler as CFO and Treasurer. The company reported record 2025 financial results alongside this leadership change. ADMA highlighted an upgraded product yield process, new AI driven operational programs, and progress in its SG-001 pipeline. The structured CFO transition is intended to support margin expansion efforts and higher cash generation. ADMA Biologics enters this...
NasdaqGS:RCKY
NasdaqGS:RCKYLuxury

Rocky Brands (RCKY) Margin Rebound Reinforces Bullish Profitability Narratives

Rocky Brands (RCKY) FY 2025 earnings snapshot Rocky Brands (RCKY) closed FY 2025 with fourth quarter revenue of US$139.7 million and basic EPS of US$0.87, supported by trailing twelve month revenue of US$482.0 million and EPS of US$2.98 as the latest earnings release hit the tape. The company has seen quarterly revenue move from US$128.1 million and EPS of US$0.64 in Q4 2024 to US$139.7 million and US$0.87 in Q4 2025. Net profit margin over the last 12 months sits at 4.6% compared with 2.5% a...
NYSE:PINS
NYSE:PINSInteractive Media and Services

Pinterest Reworks Sales Model To Turn User Intent Into Profitability

Pinterest (NYSE:PINS) is overhauling its sales and go to market approach, with management spotlighting new monetization efforts. The company is bringing in new board members to deepen its commerce and advertising capabilities. Leadership is positioning these changes as a pivot that could reshape how Pinterest turns user engagement into revenue. Pinterest sits at the intersection of visual discovery, shopping intent, and digital advertising. This keeps it closely linked to how brands spend...