U.S. Specialty Stores Stock News

NYSE:DECK
NYSE:DECKLuxury

Assessing Deckers Outdoor (DECK) Valuation After Strong Q3 2026 Earnings Beat

Deckers Outdoor (DECK) is back in focus after Q3 2026 results came in ahead of Wall Street expectations on both revenue and adjusted EPS, sparking higher earnings estimates and renewed investor attention. See our latest analysis for Deckers Outdoor. The share price reaction to the earnings beat fits into a broader move, with a 30 day share price return of 19.22% and a 90 day return of 35.65%. However, the 1 year total shareholder return of a 13.78% decline contrasts with longer term gains of...
NasdaqGS:FANG
NasdaqGS:FANGOil and Gas

Diamondback Energy Tests New Growth Engine As Impairments Reset Portfolio Value

Diamondback Energy (NasdaqGS:FANG) is expanding organically into the Barnett and Woodford formations, without M&A or external capital. Management reports early Barnett wells are outperforming its Midland Basin core, with a focus on disciplined funding and operations. The company has recorded substantial Q4 impairment charges while working to cut well costs and improve efficiency in the new plays. For investors watching NasdaqGS:FANG, the news comes as the stock trades around $166.98, with a...
NYSE:GXO
NYSE:GXOLogistics

GXO Extends European Reach With Automated Hunkemöller Logistics Partnership

GXO Logistics (NYSE:GXO) has agreed a multi year partnership to run Hunkemöller’s logistics operations in the Netherlands and across Europe. The deal covers Hunkemöller’s first outsourcing of its B2B logistics, alongside its consumer fulfillment activities. The partnership uses GXO’s technology driven, multi channel logistics model to support both retail stores and e commerce. For you as an investor looking at NYSE:GXO, this move sits within GXO’s core contract logistics business, where...
NasdaqGS:KLIC
NasdaqGS:KLICSemiconductor

How Insider Share Sales Amid Prolonged Margin Pressure At Kulicke and Soffa (KLIC) Have Changed Its Investment Story

In recent months, Kulicke and Soffa Industries has faced ongoing revenue and margin pressure as customers postponed equipment purchases, while Director Mui Sung Yeo sold 19,143 shares in an open-market transaction worth about US$1.38 million, reducing her direct stake but retaining more than 78,000 shares. This combination of insider selling and several years of weaker earnings and profitability, despite broader enthusiasm for AI-related demand, has raised questions about how firmly the...
NasdaqGS:VNOM
NasdaqGS:VNOMOil and Gas

How Viper’s Permian Expansion and Bigger Payouts Will Impact Viper Energy (VNOM) Investors

In February 2026, Viper Energy reported a past year of rapid production growth, very large mineral acquisitions in the Permian Basin, and 2025 revenue of US$1.40 billion alongside a net loss of US$68 million driven by non‑cash items. The company paired this expansion with a 15% increase in its annual base dividend to US$1.52 per share and completion of a share repurchase program retiring more than one‑fifth of its stock, signaling a strong commitment to returning cash to shareholders. We’ll...
NasdaqGS:BBIO
NasdaqGS:BBIOBiotechs

What BridgeBio Pharma (BBIO)'s Surging 2025 Revenue and Growing Losses Means For Shareholders

BridgeBio Pharma, Inc. has reported its fourth-quarter and full-year 2025 results, with Q4 revenue rising to US$154.18 million from US$5.88 million a year earlier and full-year 2025 revenue reaching US$502.08 million, while the company’s annual net loss increased to US$724.93 million and basic loss per share from continuing operations was US$3.78. Management framed these results as a turning point, highlighting accelerating commercial traction for ATTR-CM drug Attruby and multiple positive...
NYSE:LOW
NYSE:LOWSpecialty Retail

How 2026 Sales and Margin Guidance At Lowe's (LOW) Has Changed Its Investment Story

Lowe’s Companies has already reported fourth-quarter and full-year 2025 results, with sales rising to US$20,584 million for the quarter and US$86,286 million for the year, while net income and earnings per share eased compared with the prior year. The company also issued 2026 guidance calling for total sales of US$92.00 billion to US$94.00 billion, operating margins above 11%, and EPS of about US$11.75 to US$12.25, underpinned by recent acquisitions that are expected to materially lift...
NYSE:NSA
NYSE:NSASpecialized REITs

National Storage Affiliates Trust Sharpens Platform With Q4 Progress And Portfolio Moves

National Storage Affiliates Trust (NYSE:NSA) reported solid Q4 operational progress, including better occupancy metrics and revenue trends across most markets. The company completed the consolidation of another brand, aiming to simplify its platform and improve operational consistency. NSA continued to refine its portfolio through asset sales, new acquisitions and joint ventures, while keeping liquidity conditions supportive of these moves. For investors tracking NYSE:NSA, the recent...
NasdaqGS:CHDN
NasdaqGS:CHDNHospitality

Churchill Downs (CHDN) Margin Decline Tests Bullish Growth Narratives After FY 2025 Results

Churchill Downs (CHDN) has wrapped up FY 2025 with fourth quarter revenue of US$665.9 million and basic EPS of US$0.71, alongside trailing twelve month revenue of US$2.9 billion and EPS of US$5.36. The company has seen quarterly revenue move from US$624.2 million in Q4 2024 to US$665.9 million in Q4 2025, while basic EPS shifted from US$0.99 to US$0.71 over the same period. This sets up a contrast with a trailing net margin of 13.1% versus 15.6% a year earlier, which keeps investor attention...
NYSE:SILA
NYSE:SILAHealth Care REITs

A Look At Sila Realty Trust (SILA) Valuation After Earnings, Acquisitions, Dividend Affirmation And Index Additions

Sila Realty Trust (SILA) caught investor attention after a fresh earnings release and a reaffirmed quarterly dividend, combining updated financials with a continued cash payout that speaks directly to income focused shareholders. See our latest analysis for Sila Realty Trust. The fresh earnings release, dividend affirmation and earlier index inclusions come against a share price of US$26.03, with a 30 day share price return of 6.33% and year to date share price return of 10.77%, suggesting...
NYSE:USAC
NYSE:USACEnergy Services

USA Compression Partners Targets Growth In Cleaner Fuels And LNG Exports

USA Compression Partners (NYSE:USAC) plans to add substantial new compression equipment by year end. The move comes as many energy service providers report softer equipment demand and cautious upstream spending. The partnership is targeting projects tied to cleaner fuels and growing US LNG exports. For investors watching energy infrastructure, USA Compression Partners stands out for leaning into new equipment investments while much of the sector remains cautious. The units trade around...
NYSE:CVNA
NYSE:CVNASpecialty Retail

Carvana Expansion Tests Efficiency As Share Price Pullback Meets Growth Aims

Carvana (NYSE:CVNA) is pushing through a record phase of operational expansion while working to tighten efficiency across its used car platform. The company is growing retail units sold, extending loan purchase agreements to support funding capacity, and raising new equity financing. At the same time, Carvana is dealing with higher reconditioning costs and greater execution complexity as its footprint scales. Management is leaning on automation, digital process improvements, and targeted...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

Applied Materials Highlights Supplier Awards As AI Demand And Valuation Scrutinized

Applied Materials has honored 12 suppliers with its Supplier Excellence Awards. The awards highlight key partners that support Applied Materials' materials engineering systems for advanced chips. The company is underscoring quality, service, and sustainability across its supply chain as AI computing drives higher semiconductor demand. For investors watching NasdaqGS:AMAT, this supplier recognition comes as the stock trades around $375.72, with a return of 39.7% year to date and 142.0% over...
NasdaqGS:JJSF
NasdaqGS:JJSFFood

Is It Time To Revisit J&J Snack Foods (JJSF) After Its 1-Year Share Price Slump?

If you are wondering whether J&J Snack Foods is starting to look attractively priced, you are not alone. This article will help you make sense of where the stock stands today. The shares last closed at US$85.11, with returns of 0.0% over 7 days, a 9.7% decline over 30 days, a 6.0% decline year to date, and a 33.6% decline over 1 year that sits against a 36.5% decline over 3 years and a 39.4% decline over 5 years. These moves have kept J&J Snack Foods on the radar for investors looking at...
NYSE:MSA
NYSE:MSACommercial Services

A Look At MSA Safety (MSA) Valuation After Recent Share Price Momentum

MSA Safety stock snapshot after recent performance shift MSA Safety (MSA) is drawing attention after a recent stretch where the share price shows a 0.2% move over one day, a 1% decline over the week, and positive returns over the month and past 3 months. See our latest analysis for MSA Safety. At a share price of $196.02, MSA Safety’s recent 8.8% 1 month share price return and 21.5% 3 month share price return sit alongside a 1 year total shareholder return of 22.5% and 3 year total...
NasdaqGS:ACAD
NasdaqGS:ACADBiotechs

Acadia Pharmaceuticals (ACAD) Margin Expansion To 36.5% Tests Bearish Earnings Narratives

ACADIA Pharmaceuticals (ACAD) capped FY 2025 with Q4 revenue of US$284 million and basic EPS of US$1.62, while trailing 12 month revenue reached about US$1.1 billion and basic EPS came in at US$2.32 as the company reported net profit margins of 36.5% over the last year, up from 23.6% the prior year. Over the past year, ACADIA has seen earnings grow 72.7% with a 5 year average earnings growth rate of 66.5% per year, and analysts currently expect earnings to grow about 8.2% per year alongside...
NYSE:NU
NYSE:NUBanks

Nu Holdings (NU) Margin Strength With 41% Net Income Challenges Valuation Skepticism

Nu Holdings (NYSE:NU) has capped FY 2025 with fourth quarter revenue of US$2.1b and basic EPS of US$0.18, while trailing twelve month revenue sits at US$7.0b with EPS of US$0.59, underscoring a period where earnings grew 45.5% over the past year and are forecast to grow about 26.4% per year over the next three years. Over recent periods, the company has seen revenue move from US$5.5b and EPS of US$0.41 on a trailing basis in Q4 2024 to US$7.0b and EPS of US$0.59 by Q4 2025, alongside a...
NasdaqGM:IRON
NasdaqGM:IRONBiotechs

Disc Medicine Refocuses On APOLLO Trial After FDA Letter For Bitopertin

Disc Medicine (NasdaqGM:IRON) received a Complete Response Letter from the FDA for its bitopertin candidate for erythropoietic protoporphyria, shifting the drug to a traditional approval pathway. The company now plans to rely on its ongoing APOLLO Phase III trial as the core data package for future regulatory submissions. Management expects APOLLO to reach full enrollment soon, making the trial a key focus for the bitopertin program. For you as an investor, this update centers on how Disc...
NYSE:UBER
NYSE:UBERTransportation

Uber Air And Autonomy Push Recast Uber As Broader Transport Platform

Uber Technologies (NYSE:UBER) is launching Uber Air with Joby Aviation to introduce all electric air taxis in Dubai, with booking available through the Uber app. The company is rolling out Uber Autonomous Solutions, a platform focused on commercializing autonomous ride hailing and delivery services. Uber is expanding its ecosystem through partnerships with self driving startups, new investments in charging infrastructure, and the addition of SpotHero’s parking platform. For investors...
NYSE:HHH
NYSE:HHHReal Estate

Howard Hughes Holdings Reshapes Future With Vantage Deal And New Earnings Mix

Howard Hughes Holdings (NYSE:HHH) is moving to acquire Vantage as it reshapes itself into a diversified holding company beyond real estate. The pending deal comes alongside record operational performance from its master planned communities and strong condominium presales. The company is aiming to broaden its revenue and earnings sources outside its traditional property focused model. For investors watching NYSE:HHH, this shift comes after a difficult stretch for the share price, with the...
NYSE:ARDT
NYSE:ARDTHealthcare

Assessing Ardent Health (ARDT) Valuation After New hellocare.ai Virtual Care Partnership

Ardent Health (ARDT) is drawing fresh attention after announcing a partnership with hellocare.ai to roll out an AI assisted virtual care platform across more than 2,000 patient rooms, focused on monitoring and patient safety. See our latest analysis for Ardent Health. The AI partnership sits against a mixed trading backdrop, with a 14.1% 1 month share price return and a 9.7% year to date share price return, while 1 year total shareholder return is a 37.5% decline as legal and accounting...
NasdaqCM:RGTI
NasdaqCM:RGTISemiconductor

Is Rigetti Computing (RGTI) Pricing Reflect Its Quantum Roadmap After 120% One-Year Surge

If you are wondering whether Rigetti Computing's recent share price puts it above or below a reasonable value, you are not alone. This article is designed to help you frame that question clearly. Rigetti's stock closed at US$18.64, with a 17.1% return over the past week, a 15.3% decline over the past month, a 21.0% decline year to date, and a 120.3% return over the past year. These moves may leave you questioning whether the current price reflects opportunity or higher risk. Recent news...
NasdaqGS:STRL
NasdaqGS:STRLConstruction

Sterling Infrastructure (STRL) Margin Slippage And EPS Softening Test Bullish Growth Narratives

Sterling Infrastructure (STRL) has wrapped up FY 2025 with fourth quarter revenue of US$755.6 million and basic EPS of US$2.85, alongside net income of US$87.6 million, setting a clear marker for how the year finished. Over the past six quarters, the company has seen quarterly revenue move from US$498.8 million in Q4 2024 to US$755.6 million in Q4 2025, while basic EPS shifted from US$3.69 to US$2.85 and trailing twelve month EPS went from US$5.98 in Q3 2024 to US$9.50 in Q4 2025, giving...
NYSE:MNSO
NYSE:MNSOMultiline Retail

Is MINISO Group Holding (MNSO) Pricing Reflect Its Recent Share Price Weakness?

If you are wondering whether MINISO Group Holding is priced attractively or not, this article walks through what the numbers are really saying about its current share price. The stock last closed at US$18.19, with returns over 7 days, 30 days, year to date and 1 year at 7.4% decline, 3.1% decline, 6.7% decline and 9.1% decline, while the 3 year and 5 year returns sit at 6.1% and 27.2% decline respectively. These moves are set against a backdrop of ongoing interest in MINISO's position as a...