U.S. Specialty Stores Stock News

If you are wondering whether Fidelis Insurance Holdings is a sleeper value play or a stock to avoid, you are in the right place. We are going to unpack what the current price is really telling us about the business. Despite a modest 0.6% gain year to date and a near flat 30 day move of 0.1%, the stock is still down 7.9% over the past year after a recent 5.0% pullback over the last week, which can leave investors unsure whether this is a buying opportunity or a warning sign. Recent news...

In recent months, Axon Enterprise reported strong revenue growth driven by demand for TASER 10, Axon Body 4, and counter-drone systems, even as higher operating costs and margin pressure weighed on quarterly earnings. At the same time, Axon’s shift to a Connected Devices and Software & Services structure, combined with insider share sales and mixed analyst reactions, has sharpened investor focus on how its capital-intensive growth plans balance against a very high valuation and rising...

A U.S. judge previously approved the sale of shares in Citgo Petroleum’s parent, PDV Holding, to an Elliott Investment Management affiliate, subject to U.S. Treasury approval and ongoing legal challenges from Venezuela-linked parties. If the transaction ultimately proceeds, ConocoPhillips could receive meaningful proceeds from the Citgo-related auction, potentially adding incremental financial flexibility on top of its already strengthened portfolio. We’ll now examine how the potential Citgo...

Wondering if Renasant at around $36 is quietly undervalued or just fairly priced? This article is going to break down what the numbers are really saying about the stock. Over the last month the share price has climbed 6.8%, adding to a 1.6% rise in the past week, even though the 1 year return is still slightly negative at -0.3% and only modestly up 21.3% over 5 years. That recent move has come as investors refocus on regional banks with solid balance sheets and steady deposit bases, while...

In late November and early December 2025, Thermo Fisher Scientific announced a major expansion of its bioprocessing capabilities across Asia, opening a new Bioprocess Design Center in Hyderabad and enlarging facilities in Incheon and Singapore to support faster, more efficient biologics and cell and gene therapy manufacturing. This tri-hub network creates a connected platform for customers to co-design, test and scale bioprocesses locally, potentially deepening Thermo Fisher’s role as an...

Air Products and Chemicals (APD) has quietly produced steady revenue growth and a significant increase in annual net income growth, even as the stock has lagged over the past year. See our latest analysis for Air Products and Chemicals. In that context, the recent 1 month share price return of 8.66 percent to 261.62 dollars looks more like a rebound than a new uptrend. This is especially true given the 1 year total shareholder return of negative 16.67 percent and slightly negative 3 year...

If you are wondering whether FLEX LNG still offers good value after its strong run, or if you might be late to the party, this breakdown can help you decide whether it deserves a spot on your radar. The stock is up 28.5% over the last year and 480.2% over five years. Year to date it is still rising 6.4%, despite a flat 0.4% over 30 days and a small 1.7% dip this week that may have caught value hunters’ attention. Recent trading has been driven more by shifting sentiment toward LNG shipping...

William Blair just kicked off coverage on Viridian Therapeutics (VRDN) with an Outperform rating, adding to a growing chorus of upbeat views that has quietly reshaped how investors are sizing up this biotech name. See our latest analysis for Viridian Therapeutics. The upbeat call lands on a stock that has already caught a strong bid, with a roughly 44% 1 month share price return helping drive a 65% 1 year total shareholder return and signalling building momentum around Viridian’s pipeline...

In February 2025, Teleflex announced it would spin off its urology, acute care, and OEM businesses into a separate public company within about six months to “unlock shareholder value.” The move is intended to create two more focused medical-device companies, with the new entity emphasizing cost optimization while the remaining Teleflex business concentrates on advancing vascular intervention technologies supported by recent acquisitions. We’ll now examine how the planned separation of...

In the past week, Avnet reported a quarterly revenue result and forward guidance that exceeded analyst expectations, powered by double-digit growth at Farnell and in Asia, even as short interest remained above peers. The combination of strong operational performance and still-elevated short interest highlights a disconnect between Avnet’s improving fundamentals and lingering market skepticism about its outlook. We’ll now examine how Avnet’s better-than-expected quarter, alongside still-high...

Fermi America, in partnership with the Texas Tech University System, previously signed a non-binding MOU with cooling specialist MVM EGI Zrt. to engineer a next-generation hybrid cooling system for its planned 11-gigawatt private energy grid campus in West Texas, supporting combined-cycle gas and AP1000 nuclear units with construction of the first tower targeted for 2026. By centering water conservation through air-first hybrid cooling, closed-loop systems, and reclaimed water options, the...

Astera Labs (ALAB) just laid out plans for custom connectivity solutions built around NVIDIA’s NVLink Fusion and hyperscaler collaborations, a strategic move that could deepen its role inside next generation AI data centers. See our latest analysis for Astera Labs. The latest announcement lands after a choppy stretch, with the share price returning about 15 percent over the past month and 20 percent over the last quarter, yet total shareholder return for the year still points to solid upside...

In its fiscal Q1 2026 results released earlier this year, Lumentum Holdings reported very strong year-over-year revenue growth and margin expansion, powered by heightened demand for its optical and photonics products used in AI data center infrastructure. This performance underscores Lumentum’s role as a key supplier to hyperscale cloud platforms building AI capacity, while also spotlighting risks such as customer concentration, manufacturing limits, leverage, and potential dilution. We’ll...

In November, Fastenal Co reported a 6.2% increase in net sales and an 11.8% rise in daily sales, highlighting strong recent operating performance. This acceleration in monthly sales offers a timely gauge of how Fastenal’s expansion efforts and market positioning are translating into real-world demand. We’ll now explore how this stronger November sales performance may influence Fastenal’s investment narrative around margins, digital growth, and supply-chain resilience. The best AI stocks...

CNX Resources recently posted Q3 2025 results that surpassed expectations, with earnings per share of US$1.21 on revenue of US$583.8 million, and announced that Everett Good will become CFO while Alan Shepard will take over as President and CEO from 1 January 2026. This combination of stronger-than-expected operating performance and upcoming leadership changes has sharpened investor focus on how management will shape CNX Resources' next phase of growth and capital allocation. Next, we’ll...

Absci Corporation recently dosed the first healthy volunteers in its Phase 1/2a HEADLINE trial of ABS-201, an AI-designed anti-prolactin receptor antibody for androgenetic alopecia, with interim data planned for the second half of 2026. The company also aims to leverage safety and pharmacokinetic insights from this study to accelerate development of ABS-201 for endometriosis, potentially broadening the drug’s addressable patient population. Against this backdrop, we’ll examine how the...

ADMA Biologics (ADMA) just checked several key boxes for investors, with third quarter revenue topping expectations, FDA sign off on yield enhanced batches, and a higher 2025 sales outlook tied to Asceniv momentum. See our latest analysis for ADMA Biologics. The upbeat Q3 update and higher 2025 revenue guidance come on top of a powerful run, with a roughly 31% one month share price return and an exceptional five year total shareholder return that signals sustained, long term momentum. If...

Mastercard recently reported strong Q3 2025 results with revenue up 17% year over year and widening margins, while also advancing its digital footprint through an AI-powered Agent Pay rollout in the UAE and a Digital Country Partnership memorandum with Ukraine’s government. At the same time, progress toward resolving long-running U.S. merchant antitrust litigation suggests clearer visibility on future fee structures, which could meaningfully influence how investors assess Mastercard’s...

In the past quarter, Peoples Bancorp Inc. reported improved Q3 results, with higher revenue, rising net income, expanding net interest margin, loan growth and steady deposits alongside healthier asset quality. An additional draw for investors is Peoples Bancorp’s dividend profile, as its more than 5.5% yield and consistent increases support an income-focused thesis. We’ll now explore how this combination of stronger quarterly performance and an appealing dividend yield affects Peoples...

If you have been wondering whether AECOM is quietly turning into a value opportunity or just a value trap, you are not alone. This article is going to walk through exactly what the current price really implies. Despite a solid multi year run with shares up 26.5% over 3 years and 124.3% over 5 years, the stock has recently cooled off, slipping 0.3% over the last week, 19.6% over the past month, and is now down 7.1% over the last year and 1.1% year to date. These moves have come as investors...

Wondering if Uber Technologies at around $90.99 is still a buy after its big run or if the upside has already been taken? This article will walk you through what the numbers are really saying about its value. Uber has been on a strong multi year tear, up 242.7% over 3 years and 72.9% over 5 years, with a 44.0% gain year to date even though the last 30 days have seen a modest -1.9% pullback and the past week a 3.9% rebound. Those moves are unfolding against a backdrop of Uber doubling down on...

In recent days, several Wall Street firms reiterated positive ratings on Guardant Health while boosting their outlooks, highlighting the company’s leadership in liquid biopsy and precision oncology testing following stronger-than-expected third-quarter results and fresh capital raises through convertible notes and equity offerings. At the same time, Chief People Officer Terilyn J. Monroe’s sizeable stock sale alongside option exercises has drawn attention to insider activity against the...

Recent stock move and what is driving it Protagonist Therapeutics (PTGX) has quietly turned into one of this year’s stronger biotech performers, with the stock up about 24% year to date and more than 40% over the past 3 months. That kind of move usually signals investors are starting to assign higher odds to its late stage pipeline, especially lead candidate Rusfertide in polycythemia vera. See our latest analysis for Protagonist Therapeutics. With the share price now around $87,...

NIO (NYSE:NIO) just logged its second best delivery month ever, shipping 36,275 vehicles in November, up 76% year over year. This puts the company within sight of one million cumulative deliveries. See our latest analysis for NIO. Even with this operational momentum, NIO’s share price at $5.01 reflects a mixed picture, with a 30 day share price return of minus 30.03% but a positive year to date share price return of 10.11%. The five year total shareholder return of minus 88.92% shows how long...