U.S. Specialty Stores Stock News

NYSEAM:CET
NYSEAM:CETCapital Markets

Did Central Securities' (CET) 2025 Net Income Reveal a Shift in Its Investment Narrative?

Central Securities Corporation (NYSE American: CET) has released its annual report for the year ended December 31, 2025, reporting full-year net income of US$265.21 million. The annual report gives investors a clearer view into how this closed-end investment company managed its portfolio and operations over the 2025 calendar year. We will now examine how Central Securities’ 2025 net income performance shapes the company’s investment narrative for shareholders and prospective...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

Nvidia (NVDA) Margins Near 56% Reinforce Bullish AI Narrative Despite Cash Quality Doubts

Nvidia (NVDA) has put up big headline numbers for FY 2026, with fourth quarter revenue of about US$68.1b and basic EPS of US$1.77, capping a year in which trailing 12 month EPS reached US$4.93 alongside revenue of roughly US$215.9b. Over the past six quarters, the company has seen quarterly revenue move from about US$35.1b with EPS of US$0.79 in FY 2025 Q3 to US$68.1b and EPS of US$1.77 in FY 2026 Q4. This sets up a story where investors are watching how rich margins and strong earnings...
NasdaqGS:SHEN
NasdaqGS:SHENTelecom

Shenandoah Telecommunications (SHEN) Q4 Loss Highlights Ongoing Profitability Strain Versus Bullish Fiber Narratives

Shenandoah Telecommunications (SHEN) closed out FY 2025 with Q4 revenue of US$91.6 million and a basic EPS loss of US$0.13, as net income excluding extra items came in at a loss of US$7.3 million. The company reported quarterly revenue of US$85.4 million in Q4 2024 and US$91.6 million in Q4 2025, while basic EPS remained negative over that stretch, ranging from a loss of US$0.15 to US$0.20 per quarter. For investors, the latest results keep the focus on margins and the path back toward more...
NasdaqGS:IDYA
NasdaqGS:IDYABiotechs

Evaluating IDEAYA Biosciences (IDYA) Valuation As Recent Volatility Sends Mixed Signals

What IDEAYA Biosciences Stock Is Telling Investors Right Now IDEAYA Biosciences (IDYA) has drawn attention after a mixed run, with a 1 day gain of 0.7% contrasting with declines over the past month and past 3 months, prompting closer scrutiny of its setup. See our latest analysis for IDEAYA Biosciences. At around $31.90, IDEAYA Biosciences has seen near term pressure, with a 30 day share price return of a 5.2% decline and a 90 day share price return of a 10.4% decline, while its 1 year total...
NasdaqGS:BRZE
NasdaqGS:BRZESoftware

Braze Trust Gap Report Puts AI Agents And Investor Expectations In Focus

Braze released its 2026 Global Customer Engagement Review, highlighting a widening trust gap between marketers and consumers around AI driven interactions. The report finds marketers are confident in AI agents, while many consumers report more mixed, cautious real world experiences. Findings point to AI playing a larger role in brand engagement, with trust and transparency emerging as key pressure points for companies. For investors watching NasdaqGS:BRZE, this report lands at a time when...
NasdaqGM:NB
NasdaqGM:NBMetals and Mining

How Investors May Respond To NioCorp Developments (NB) US$100 Million Equity Raise And Investor Outreach

NioCorp Developments Ltd. recently completed a follow-on equity offering of nearly US$100.00 million, issuing 17,400,000 common shares at US$5.00 each and 2,600,000 pre-funded warrants at US$4.9999, both with a US$0.30 discount per security. This capital raise, alongside NioCorp’s presentation at the Emerging Growth Virtual Conference, highlights the company’s focus on funding its project pipeline and engaging investors. We’ll now examine how this sizable equity raise shapes NioCorp’s...
NasdaqGS:AUGO
NasdaqGS:AUGOMetals and Mining

Aura Minerals (NasdaqGS:AUGO) Valuation Check After Special Dividend And Borborema Reserve Upgrade

Aura Minerals (AUGO) is back on investors’ radar after the Board approved a dividend of US$0.66 per share, above its policy minimum, alongside a sizeable Mineral Reserve update at the Borborema mine. See our latest analysis for Aura Minerals. The dividend decision and Borborema reserve update arrive after a sharp shift in sentiment, with Aura Minerals posting a 90 day share price return of 123.79% and a very large 1 year total shareholder return, signalling strong positive momentum rather...
NasdaqGM:NRDS
NasdaqGM:NRDSConsumer Finance

NerdWallet (NRDS) Margin-Driven Earnings Growth Tests Bullish Profitability Narrative

NerdWallet (NRDS) just wrapped up FY 2025 with Q4 revenue of US$225.4 million and basic EPS of US$0.19, alongside trailing twelve month revenue of US$836.6 million and EPS of US$0.73 that underline a year of positive reported profitability. Over the past six quarters, revenue has moved from US$183.8 million in Q4 2024 to US$225.4 million in Q4 2025, while quarterly EPS ranged from roughly breakeven in early 2024 and 2025 to a high of US$0.52 in Q4 2024 and US$0.35 in Q3 2025. This sets up a...
NYSE:GPK
NYSE:GPKPackaging

Legal Review Puts Graphic Packaging Valuation And 2026 Outlook Under Scrutiny

Pomerantz LLP has launched an investigation into Graphic Packaging Holding (NYSE:GPK) for potential securities fraud or mismanagement. The review follows the company’s warning about an expected decline in operational performance in 2026. The development comes as shares trade around $12.10, with recent returns under pressure. For investors watching NYSE:GPK, this legal move comes on top of an already weak share price backdrop. The stock is around $12.10 and has seen a 20.1% decline year to...
NYSE:HAYW
NYSE:HAYWBuilding

A Look At Hayward Holdings (HAYW) Valuation After 2025 Results And 2026 Guidance

Hayward Holdings (HAYW) just released fourth quarter and full year 2025 earnings, along with 2026 guidance, giving investors fresh numbers on sales, profitability, and how management sees the pool equipment business ahead. See our latest analysis for Hayward Holdings. Hayward’s latest earnings and 2026 guidance landed alongside a 5.27% 1 day share price return to US$15.78. Its 1 year total shareholder return of 6.91% and 3 year total shareholder return of 33.62% suggest momentum building over...
NasdaqGS:ON
NasdaqGS:ONSemiconductor

Will onsemi's (ON) Silicon Carbide Pivot and 2026 Strategy Update Change Its Investment Narrative?

In recent weeks, onsemi has outlined a return to year-over-year revenue growth, renewed emphasis on silicon carbide and gallium nitride power chips, and plans for a September 16, 2026 Financial Analyst Day to update investors on its long-term strategy and financial plan. Amid persistent end-market headwinds and margin pressure, management’s disciplined focus on intelligent power and sensing for electric vehicles, industrial automation, and AI data centers is emerging as a key theme in how...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

How Investors May Respond To Palantir Technologies (PLTR) Shifting Its Headquarters From Denver To Miami

On February 17, 2026, Palantir Technologies Inc. said it had moved its headquarters from Denver to Miami, after previously relocating from Palo Alto in 2020. This relocation comes amid intense debate over Palantir’s rich valuation, rapid AI-driven growth, and expanding footprint across sensitive government and healthcare contracts worldwide. We’ll now explore how Palantir’s Miami move, alongside heightened scrutiny of its premium valuation, could influence the company’s investment...
NasdaqGS:COGT
NasdaqGS:COGTBiotechs

How Do Cogent Biosciences’ Growing Losses and ESOP Shelf Shape Its Capital Strategy Narrative (COGT)?

Cogent Biosciences, Inc. recently reported fourth-quarter 2025 and full-year 2025 results showing net losses of US$102.49 million and US$328.94 million, respectively, both higher than the prior year. On the same day, the company filed a shelf registration for up to about US$294.59 million in common stock tied to an ESOP-related offering, highlighting its intention to preserve financial flexibility while absorbing widening losses. Next, we’ll consider how the expanding net loss and sizable...
NasdaqGS:ACIW
NasdaqGS:ACIWSoftware

ACI Worldwide (ACIW) Margin Stability Tests Bullish Valuation Narratives After FY 2025 Results

ACI Worldwide (ACIW) just wrapped up FY 2025 with Q4 revenue of US$481.6 million and basic EPS of US$0.63, alongside trailing 12 month revenue of US$1.76 billion and EPS of US$2.18 that frame the full year earnings picture. Over recent periods the company has seen quarterly revenue range from US$394.6 million to US$482.4 million and basic EPS move between US$0.12 and US$0.94, giving investors a clear view of how earnings power shifts across the year before they weigh those figures against the...
NYSE:LTC
NYSE:LTCHealth Care REITs

How Investors Are Reacting To LTC (LTC) Guiding 2026 EPS Below Its Strong Q4 Results

LTC Properties, Inc. reported its fourth-quarter and full-year 2025 results on February 24, 2026, with quarterly revenue rising to US$84.29 million and net income to US$102.20 million, alongside diluted earnings per share from continuing operations of US$2.11. Amid these stronger historical figures, the company issued 2026 earnings and funds-from-operations guidance that points to lower per-share earnings than the recent quarter, highlighting the impact of its ongoing shift toward the SHOP...
NasdaqCM:PLUG
NasdaqCM:PLUGElectrical

Is Plug Power (PLUG) Now Attractive After Recent Share Price Weakness?

Wondering whether Plug Power's share price around US$1.91 is starting to look like value, or if it still carries more risk than upside? You are not alone in asking that question right now. The stock has been flat over the last 7 days, while the 30 day return is a 20.7% decline, set against a 17.2% gain over 1 year and much weaker 3 and 5 year returns of 85.7% and 95.2% declines. Recent news flow has focused on Plug Power's position in hydrogen and fuel cell markets, as investors weigh long...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Tariff Refunds Could Be A Game Changer For Costco Wholesale’s Cash Strategy (COST)

In recent months, the Supreme Court struck down many of the prior administration’s tariffs, prompting Costco to join more than 1,800 companies in suing for refunds on import taxes it had largely absorbed to keep shelf prices low for members. Any eventual tariff refunds could meaningfully affect Costco’s cash position and capital allocation choices, adding a new dimension to its membership‑driven, low-margin business model. Next, we’ll explore how the prospect of tariff refunds might...
NasdaqGS:GTX
NasdaqGS:GTXAuto Components

Garrett Motion Cling Deal Links EV HVAC Growth To Turbocharger Future

Garrett Motion (NasdaqGS:GTX) agreed to supply its oil free centrifugal compressor to Cling for use in China's next generation electric buses and trucks. The deal represents Garrett Motion's first serial award for its oil free, foil bearing based centrifugal compressor within the mobility sector. The compressor is intended to support advanced HVAC systems that focus on energy efficiency, compact size, reduced noise, and durability for commercial EVs in China. Garrett Motion, best known for...
NasdaqGS:SEIC
NasdaqGS:SEICCapital Markets

A Look At SEI Investments (SEIC) Valuation After Revenue Beat And New Litigation Finance Partnership

SEI Investments (SEIC) is back in focus after reporting quarterly revenue that exceeded analyst expectations and highlighting one of its best years, while also expanding its alternatives platform through a new litigation finance partnership. See our latest analysis for SEI Investments. The recent revenue beat and alternatives partnership come at a time when SEI Investments’ share price, last closing at $83.30, shows mixed momentum. The 7 day share price return is 2.35%, but the 30 day share...
NasdaqGS:SSP
NasdaqGS:SSPMedia

Scripps (SSP) TTM Loss Of US$164 Million Challenges Bullish Earnings Recovery Narratives

E.W. Scripps (SSP) has just wrapped up FY 2025 with fourth quarter revenue of US$560.3 million, basic EPS of US$0.51 loss, and net income excluding extra items of US$44.9 million loss, while trailing twelve month revenue came in at about US$2.2 billion with basic EPS of US$1.87 loss. Over recent quarters, the company has seen revenue move from US$728.4 million and basic EPS of US$0.93 in Q4 2024 to US$560.3 million and basic EPS of US$0.51 loss in Q4 2025, with net income shifting from...
NYSE:MCS
NYSE:MCSEntertainment

Marcus (MCS) Positive EPS Shift Tests Bullish Profitability Narratives

Marcus reported a mixed FY 2025 finish, with Q4 revenue of US$224.4 million, basic EPS of US$0.19 and net income of US$6.0 million. The trailing 12 month figures show total revenue of US$758.5 million, basic EPS of US$0.41 and net income of US$12.7 million after a one off US$5.2 million loss. The company has seen quarterly revenue range from US$138.9 million to US$224.4 million over the year, with basic EPS swinging from a loss of US$0.53 in Q1 2025 to US$0.19 in Q4 2025. This leaves...
NYSE:TTI
NYSE:TTIEnergy Services

TETRA Technologies (TTI) Margin Compression To 0.7% Tests Bullish Recovery Narratives

TETRA Technologies (TTI) has released its FY 2025 numbers, with the latest quarter showing revenue of US$153.2 million and basic EPS of US$0.03, supported by net income of US$4.2 million on a trailing twelve month basis. Over recent quarters, the company has reported revenue between US$134.5 million and US$173.9 million, while quarterly basic EPS has ranged from about US$0.02 to US$0.78. This gives investors a broad range of earnings outcomes to consider. Overall, the focus is on how much of...
NYSE:APLE
NYSE:APLEHotel and Resort REITs

Will APLE’s Earnings Beat and 7.8% Yield-Focused Capital Discipline Change Apple Hospitality REIT's Narrative

Apple Hospitality REIT, Inc. has reported its fourth-quarter 2025 results, with quarterly revenue of US$326.44 million, net income of US$29.62 million and diluted EPS of US$0.13, alongside a regular monthly cash distribution of US$0.08 per share that implies an annualized yield of about 7.8% based on its mid-February share price. The company paired only modest year-on-year revenue and earnings changes with active portfolio pruning, share repurchases, and tighter expense control, highlighting...
NasdaqGS:LYFT
NasdaqGS:LYFTTransportation

Lyft (LYFT) Valuation Check As Profitability Turns Positive And Free Cash Flow Trends Improve

Lyft (LYFT) is back in the spotlight after management flagged an inflection in profitability, with earnings per share turning positive and free cash flow margins improving, prompting fresh investor attention on the stock. See our latest analysis for Lyft. At a share price of $14.10, Lyft’s 1 day share price return of 5.22% and 7 day share price return of 1.08% come after a tougher stretch that includes a 30 day share price return of an 18.02% decline and a 90 day share price return of a...