U.S. Specialty Stores Stock News

NasdaqGS:NTSK
NasdaqGS:NTSKSoftware

Assessing Netskope (NTSK) Valuation After Recent Share Price Volatility And Conflicting Fair Value Signals

Why Netskope (NTSK) is on investors’ radar Netskope (NTSK), a US based cybersecurity company, has drawn attention after recent share price volatility, with the stock showing a roughly 5% gain over the past day but weaker returns over the month and past 3 months. See our latest analysis for Netskope. That 5.0% one day share price return comes after a tougher stretch, with the 30 day share price return at 26.8% lower and the year to date share price return down 31.8%. This suggests recent...
NasdaqGS:CSWC
NasdaqGS:CSWCCapital Markets

Fresh Look At Capital Southwest (CSWC) Valuation After Mixed Recent Share Performance

Fresh look at Capital Southwest after recent performance Capital Southwest (CSWC) has drawn attention after a mixed stretch in its share performance, with a small 1 day decline, a roughly flat week, a dip over the past month, and a positive past 3 months. See our latest analysis for Capital Southwest. While the share price has eased slightly in the short term, with recent 1 month weakness following a modest year to date gain, the stronger 1 year and multi year total shareholder returns...
NYSE:GRBK
NYSE:GRBKConsumer Durables

Green Brick Partners (GRBK) Margin Compression Reinforces Cautious Earnings Narrative

Green Brick Partners (GRBK) closed out FY 2025 with Q4 revenue of US$552.6 million and basic EPS of US$1.85, alongside trailing 12 month revenue of about US$2.1 billion and EPS of US$7.15 that frame the full year picture. The company has seen quarterly revenue move between US$497.6 million and US$567.3 million over the last six reported periods, while basic EPS ranged from US$1.67 to US$2.32 over the same stretch. This gives investors a clearer view of how the top and bottom line have tracked...
NasdaqGS:ROCK
NasdaqGS:ROCKBuilding

Gibraltar Industries (ROCK) Margin Compression Challenges Bullish Growth Narrative After FY 2025 Results

Gibraltar Industries (ROCK) just wrapped up FY 2025 with fourth quarter revenue of US$268.7 million and basic EPS of US$0.40, alongside trailing twelve month revenue of about US$1.1 billion and EPS of US$3.27. Over recent periods, the company has seen quarterly revenue move from US$277.1 million in Q3 2024 to US$302.1 million in Q4 2024, then to US$246.4 million, US$309.5 million, US$310.9 million and US$268.7 million through FY 2025. Quarterly EPS shifted from US$1.11 to US$1.52, then...
NYSE:PRA
NYSE:PRAInsurance

Assessing ProAssurance (PRA) Valuation After Strong One Year Shareholder Returns

Why ProAssurance Is On Investors’ Radar Today ProAssurance (PRA) has caught investor attention after recent share price moves, with the stock closing at $24.56. That puts fresh focus on its fundamentals and how the business is currently positioned. See our latest analysis for ProAssurance. While the latest move in ProAssurance’s share price was small, the stock’s 1-year total shareholder return of 58.96% versus a 5-year total shareholder return of negative 2.85% suggests improving momentum...
NYSE:MCK
NYSE:MCKHealthcare

Is It Too Late To Consider McKesson (MCK) After Its Powerful Multi‑Year Rally?

If you are wondering whether McKesson is still reasonably priced after a strong run, this article explains what the current share price could imply about its underlying value. The stock last closed at US$974.45, with reported returns of 4.0% over 7 days, 16.8% over 30 days, 18.3% year to date, 57.6% over 1 year and a very large gain over 5 years. Recent coverage of McKesson has focused on its role as a major healthcare distributor and on how investors may be reassessing its position in the...
NYSE:CE
NYSE:CEChemicals

Is Celanese’s (CE) Michigan R&D Hub Reshaping Its Engineered Materials Competitive Edge?

In February 2026, Celanese Corporation opened its expanded Michigan Technology Center in Troy and Auburn Hills, centralizing piloting, application development, and advanced engineering capabilities to support its Engineered Materials 2026 growth strategy and key end markets such as automotive, electrical and electronics, and medical. A key aspect of the expansion is relocating the Santoprene® TPV piloting operation from Houston to Michigan, creating a unified hub that aims to shorten...
NasdaqGS:NDAQ
NasdaqGS:NDAQCapital Markets

Assessing Nasdaq (NDAQ) Valuation After Recent Share Price Rebound And Mixed Performance

Recent share performance context Nasdaq (NDAQ) has seen mixed recent performance, with a small gain over the past week and a decline over the past month and past 3 months, prompting some investors to reassess the stock’s current setup. See our latest analysis for Nasdaq. The 1-day share price return of 5.48% and 7-day share price return of 8.82% come after a tougher stretch, with a 30-day share price return showing a 10.06% decline and year to date share price return showing an 8.35% decline,...
NasdaqGS:SBCF
NasdaqGS:SBCFBanks

Is Seacoast Banking Corporation of Florida (SBCF) Pricing Reflecting Its Mixed Valuation Signals?

If you are wondering whether Seacoast Banking Corporation of Florida is currently priced attractively, you are not alone. The stock has drawn interest from investors trying to work out if today’s share price lines up with its fundamentals. Over the past year, the share price return sits at 21.0%, with a 4.1% gain year to date. This comes even though the last 7 and 30 days have seen modest pullbacks of 1.8% and 2.2% respectively from the recent close at US$32.90. Recent coverage of regional...
NYSE:VZ
NYSE:VZTelecom

A Look At Verizon (VZ) Valuation After Recent Double Digit Total Returns

Why Verizon Communications (VZ) Is Drawing Fresh Attention Verizon Communications (VZ) is back on many investors’ screens after a strong recent run, with the stock showing double digit total returns over the past month and past 3 months. See our latest analysis for Verizon Communications. That recent strength comes after a 24.34% 30 day share price return and an 18.92% 90 day share price return. Meanwhile, the 1 year total shareholder return of 20.72% and 3 year total shareholder return of...
NYSE:H
NYSE:HHospitality

Hyatt Leadership Shift Raises Governance And Growth Questions For Investors

Hyatt Hotels Corporation (NYSE:H) announced the retirement of long-time Executive Chairman Thomas J. Pritzker after more than two decades in the role. CEO Mark S. Hoplamazian has been appointed Chairman of the Board, combining the positions of CEO and Chairman. The leadership transition reflects a rare shift in governance for the company and follows years of board level stewardship by Pritzker. Hyatt Hotels sits at the intersection of global travel, business itineraries, and higher end...
NasdaqGS:KNSA
NasdaqGS:KNSABiotechs

Is Kiniksa Pharmaceuticals (KNSA) Still Attractive After A 114% One-Year Share Price Surge?

If you have been watching Kiniksa Pharmaceuticals International and wondering whether the current share price still offers value, this article will walk you through what the numbers are saying. The stock closed at US$43.49 recently, with returns of 3.5% year to date and 114.4% over the past year, which can change how investors think about both its growth potential and its risk profile. Those moves sit against a backdrop of ongoing interest in the company from investors and analysts, with...
NasdaqGS:IART
NasdaqGS:IARTMedical Equipment

Integra LifeSciences Holdings (IART) Quarterly Losses Challenge Bullish Margin Recovery Narrative

Integra LifeSciences Holdings (IART) has wrapped up FY 2025 with fourth quarter revenue of US$434.9 million and a basic EPS loss of US$0.02, alongside trailing 12 month revenue of US$1.6 billion and a basic EPS loss of US$6.74. Over recent quarters the company has seen revenue move between US$380.8 million and US$442.6 million while quarterly basic EPS has ranged from a loss of US$6.31 to a profit of US$0.25. This has set up a results season where investors are weighing growth potential...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Will Broadcom's (AVGO) 2nm AI SoC Shift Its Long-Term Data Center and 5G Narrative?

In late February 2026, Broadcom began shipping the industry’s first 2nm custom compute SoC on its 3.5D XDSiP platform and introduced the BroadPeak 5nm radio front-end chip, targeting power-efficient AI data centers and next-generation 5G/6G networks. Altera’s announcement at Mobile World Congress 2026 that its Agilex 7 FPGAs successfully interoperated with Broadcom’s BroadPeak SoC underscores how Broadcom’s ecosystem partnerships could make its new AI and radio silicon easier for equipment...
NYSE:MOS
NYSE:MOSChemicals

Mosaic Resets Operations With Cost Cuts Record Output And Biosciences Growth

Mosaic (NYSE:MOS) is pursuing cost savings, record production targets, and divestment of noncore assets as part of a broad reset following a soft fourth quarter. The company is targeting phosphate and potash production goals for 2026 and reporting record mining output. Mosaic is expanding its Biosciences division, with multiple new product launches and sales doubling annually. Management is also focused on releasing working capital and concentrating on core operations. Mosaic operates as a...
NYSE:CMI
NYSE:CMIMachinery

How Earnings Strength, Dividend Hike, and Insider Sales At Cummins (CMI) Has Changed Its Investment Story

Cummins Inc. recently reported strong fourth-quarter earnings, announced a US$2.00 per-share quarterly dividend payable in March 2026, and participated in two major industrial conferences in Miami Beach. At the same time, a series of insider share sales by senior executives has drawn attention to how management is managing personal exposure to Cummins stock. We’ll now explore how Cummins’ robust quarterly earnings and dividend announcement may influence the company’s existing investment...
NYSE:WLY
NYSE:WLYMedia

Should Wiley’s Advanced Portfolio Expansion Into Life Sciences Require Action From John Wiley & Sons (WLY) Investors?

Earlier in February 2026, Wiley announced a major expansion of its Advanced Portfolio, planning eight new life, health, and social science journals by the end of 2026 and more thereafter, alongside initiatives like the new Advanced Oncology journal and sponsorship of the MD Anderson Cancer and Neuroscience Symposium. This move signals Wiley’s push to broaden its high-impact, interdisciplinary publishing model beyond materials science, aiming to make the submission process easier through a...
NasdaqGS:TCBK
NasdaqGS:TCBKBanks

Is It Time To Reconsider TriCo Bancshares (TCBK) After Its Recent Share Price Performance?

If you are wondering whether TriCo Bancshares is fairly priced or offering value at its recent levels, this article will walk you through what the numbers actually say about the stock. The share price last closed at US$49.77, with returns of a 0.9% decline over 7 days, 1.4% over 30 days, 5.6% year to date, 18.6% over 1 year and 26.7% over 5 years. This naturally raises questions about how much is already reflected in the price and how much risk is being priced in. Recent coverage of TriCo...
NYSE:EXP
NYSE:EXPBasic Materials

How Investors Are Reacting To Eagle Materials (EXP) Analyst Call For Value-Unlocking Breakup Strategy

In February 2026, RBC Capital Markets analyst Anthony Codling initiated coverage of Eagle Materials with a Sector Perform rating, arguing the company could be worth more if separated into two focused businesses to remove a perceived conglomerate discount. The report drew attention to Eagle Materials’ combination of low SG&A, cost-advantaged gypsum reserves, and high margins, while flagging capital intensity, net debt, and residential exposure as key pressure points investors should weigh...
NYSE:EPD
NYSE:EPDOil and Gas

Is Enterprise Products Partners (EPD) Still Attractive After Strong Multi‑Year Unit Gains?

If you are trying to figure out whether Enterprise Products Partners is genuinely good value or just looks that way on the surface, the current price sets up an interesting question to answer. The units recently closed at US$35.98, with returns of 8.5% over 30 days, 11.9% year to date, 17.4% over 1 year, 71.4% over 3 years and 125.9% over 5 years. This naturally raises questions about how much of the value story is already reflected in the price. Recent headlines around Enterprise Products...
NasdaqGS:URBN
NasdaqGS:URBNSpecialty Retail

Urban Outfitters (URBN) Margin Stability At 7.5% Tests Bullish Profit Growth Narratives

Urban Outfitters FY 2026 results: steady revenue and earnings backdrop Urban Outfitters (URBN) has just wrapped up FY 2026 with fourth quarter revenue of US$1.8 billion, basic EPS of US$1.07 and net income of US$96.3 million, setting the tone for how investors will read the full year. The company has seen quarterly revenue move from US$1.53 billion in Q3 FY 2026 to US$1.8 billion in Q4, while basic EPS shifted from US$1.30 to US$1.07 over the same stretch, and trailing twelve month EPS...
NYSE:EFC
NYSE:EFCMortgage REITs

Ellington Financial (EFC) One Off US$64.7 Million Loss Tests Bullish Growth Narratives

Ellington Financial’s Latest FY 2025 Earnings In Focus Ellington Financial (EFC) has wrapped up FY 2025 with fourth quarter revenue of US$65.8 million and basic EPS of US$0.15, setting the stage against a year of shifting quarterly results. Over the past four quarters, the company has seen revenue move from US$74.7 million in Q4 2024 to a peak of US$90.3 million in Q2 2025 before landing at US$65.8 million in Q4 2025, with EPS ranging from US$0.19 to US$0.45 across the same stretch. With...
NasdaqGS:TMC
NasdaqGS:TMCMetals and Mining

Assessing The Metals Company (TMC) Valuation As Regulatory Support Eases Deep Sea Mining Uncertainty

Recent government actions have given fresh support to deep sea mining, reducing some regulatory uncertainty and pushing The Metals Company (TMC) closer to potential commercial operations. This is now drawing more focused investor attention. See our latest analysis for TMC the metals. That regulatory support has arrived after a volatile stretch for TMC the metals, with the share price at $6.6 and short term share price returns mixed. At the same time, a very large 1 year total shareholder...
NasdaqGS:UAL
NasdaqGS:UALAirlines

Is It Too Late To Consider United Airlines (UAL) After Recent Share Price Strength?

If you are wondering whether United Airlines Holdings at US$116.43 is offering fair value or a potential bargain, you are not alone. The stock has returned 5.8% over the last 7 days, 11.9% over 30 days, 3.0% year to date, 26.3% over 1 year and 123.7% over 5 years, which will naturally raise questions about how much of this is already reflected in the price. Recent headlines around United Airlines have focused on broader airline sector themes, such as demand trends, capacity decisions and...