U.S. Specialty Stores Stock News

NasdaqGS:CLOV
NasdaqGS:CLOVHealthcare

Assessing Whether Clover Health Investments (CLOV) Looks Undervalued After Recent Shareholder Return Weakness

Recent performance snapshot for Clover Health Investments (CLOV) Clover Health Investments (CLOV) has seen mixed recent performance, with a 2.9% gain over the past week, contrasted with declines of about 9% over the past month and 13.7% over the past 3 months. See our latest analysis for Clover Health Investments. At a share price of US$2.15, Clover Health Investments has a 1-year total shareholder return decline of 48.1%, while the 3-year total shareholder return is close to a 2x gain,...
NYSE:KNTK
NYSE:KNTKOil and Gas

Kinetik Holdings (KNTK) One Off Driven EPS Surge Tests Bullish Margin Narratives

Kinetik Holdings (KNTK) has just posted its FY 2025 numbers, with Q4 revenue of US$430.4 million and basic EPS of US$2.24, capping a year in which trailing twelve month revenue reached about US$1.8 billion and basic EPS came in at US$2.88. Over the past few reported periods, the company has seen quarterly revenue range from US$426.7 million to US$464.0 million and basic EPS move between roughly US$0.03 and US$2.24. Trailing net profit margins recently sat at 10.1% versus 4.1% a year earlier...
NYSE:MCY
NYSE:MCYInsurance

Mercury General Outlook Stabilizes As Wildfire Risks And Reinsurance Take Focus

AM Best revised Mercury General's (NYSE:MCY) outlook to stable after the January 2025 California wildfire claims. The agency reaffirmed Mercury's financial strength rating, citing an improved balance sheet and risk management. The decision reflects AM Best's view of Mercury's capital position, catastrophe reinsurance program, and claims risk controls. For you as an investor, this rating action speaks directly to how Mercury General is positioned within the personal and commercial insurance...
NYSE:PERF
NYSE:PERFSoftware

Is Perfect (PERF) Quietly Reframing Its Moat Around B2B Beauty Personalization APIs?

Perfect Corp. recently announced a partnership with True Beauty Lashes to power LashLovr™, an AI-driven lash matching and virtual try-on experience that uses its Virtual Try-On and Face Analyzer APIs to help shoppers find better-fitting false lashes in real time. This collaboration highlights how Perfect’s pay-as-you-go AI and AR APIs can lower adoption hurdles for beauty brands while showcasing a concrete, research-backed use case that could support broader B2B uptake of its technology...
NYSE:CC
NYSE:CCChemicals

A Look At Chemours (CC) Valuation As New AI Cooling Partnership And Analyst Updates Refocus Investor Attention

Chemours (CC) has drawn fresh attention after signing a joint development agreement with 2CRSi to advance two phase immersion cooling for data centers and AI infrastructure, alongside a wave of updated analyst views. See our latest analysis for Chemours. The latest 1 day share price return of negative 3.9% and 7 day slide of 15.1% sit against a 90 day share price gain of 35.4% and 1 year total shareholder return of 18.9%. This suggests momentum has cooled recently after a stronger run. If...
NasdaqGS:ADSK
NasdaqGS:ADSKSoftware

Assessing Autodesk (ADSK) Valuation After Recent Share Price Weakness

What Autodesk’s Recent Returns Signal for Investors Autodesk (ADSK) has caught investor attention after a mixed stretch in its share performance, with a small gain over the past week alongside weaker returns over the past month and past 3 months. That backdrop is prompting many investors to revisit the company’s fundamentals, including its recent revenue, profitability, and current valuation metrics, to understand how today’s price compares with Autodesk’s underlying business profile. See our...
NasdaqGS:IBOC
NasdaqGS:IBOCBanks

Assessing International Bancshares (IBOC) Valuation After Earnings Beat And Higher Net Income

International Bancshares (IBOC) just released full year 2025 and fourth quarter results, with net income and earnings per share above the prior year and revenue net of interest expense in the quarter topping market forecasts. See our latest analysis for International Bancshares. The latest earnings update lands after a solid run in the share price, with a 90 day share price return of 6.45% and a 1 year total shareholder return of 9.48%, building on a 5 year total shareholder return of 71.38%...
NasdaqGS:JD
NasdaqGS:JDMultiline Retail

A Look At JD.com (NasdaqGS:JD) Valuation As It Expands Into Yachts And Insurance Services

JD.com (NasdaqGS:JD) is back in focus after founder Richard Liu Qiangdong committed about US$700 million to launch Sea Expandary, an independent yacht brand, while the company also pushes into insurance services through new trademarks and a broker license. See our latest analysis for JD.com. Despite the headlines around yachts and insurance, JD.com's share price has been under pressure, with a 30 day share price return of 8.54% decline and a 1 year total shareholder return of 34.75% decline,...
NYSE:GAP
NYSE:GAPSpecialty Retail

Dividend Hike And Encore Loyalty Launch Could Be A Game Changer For Gap (GAP)

Gap Inc. recently increased its first-quarter fiscal 2026 dividend to US$0.175 per share, a 6% raise over the prior quarter, and rolled out its Encore loyalty program across Old Navy, Gap, Banana Republic, and Athleta with tiered rewards and exclusive experiences. Together, the richer dividend and Encore launch highlight Gap’s current focus on deepening customer relationships while also directing more cash back to shareholders. Next, we’ll examine how the Encore loyalty rollout could...
NYSE:WTM
NYSE:WTMInsurance

White Mountains Insurance Group (WTM) Valuation Check After Strong Recent Shareholder Returns

White Mountains Insurance Group (WTM) has drawn investor attention after recent share price moves, with the stock’s one-month and past three-month returns outpacing its one-day and seven-day performance. See our latest analysis for White Mountains Insurance Group. Those short term moves sit within a stronger backdrop, with the 30 day share price return of 8.31% and year to date share price return of 8.87% aligning with a 1 year total shareholder return of 20.79%. This suggests momentum has...
NasdaqGS:OS
NasdaqGS:OSSoftware

Assessing OneStream (OS) Valuation After Recent Share Price Momentum And DCF Signals

How OneStream (OS) Has Been Trading Recently With no single headline event driving OneStream (OS) today, investors are instead weighing its recent share performance, revenue profile, and current losses to assess how the stock fits into their software exposure. See our latest analysis for OneStream. At a recent share price of $23.60, OneStream sits on a 90 day share price return of 13.3% and a year to date share price return of 33.18%, while the 1 year total shareholder return is 3.1%. This...
NasdaqGS:TEM
NasdaqGS:TEMLife Sciences

Tempus AI Expands Oncology Portfolio With HRD-RNA And Lung Screening Deal

Tempus AI (NasdaqGS:TEM) has launched its HRD-RNA algorithm, designed to identify Homologous Recombination Deficiency in cancer using RNA data. The company also announced a partnership with Median Technologies to bring the eyonis LCS AI lung cancer screening tool to markets in the US and Europe. Tempus AI, which last closed at $55.41, is adding new tools to its precision oncology and early detection portfolio with the HRD-RNA algorithm and the eyonis LCS AI screening partnership. The stock...
NYSE:CNM
NYSE:CNMTrade Distributors

How the Projected 45% EPS Jump Before Earnings Could Shape Core & Main’s (CNM) Investment Narrative

Core & Main recently drew investor attention ahead of its past earnings release, where the company’s quarterly EPS was projected at US$0.48, implying a very large year-over-year increase of 45.45% and highlighting strong expectations for profit improvement. This projection, combined with ongoing shifts in analyst estimates, underlined how quickly views on Core & Main’s short-term business trends can change as new information emerges. We’ll now explore how the projected EPS jump for that past...
NasdaqGS:WSBC
NasdaqGS:WSBCBanks

Assessing WesBanco (WSBC) Valuation After Fresh Analyst Buy Ratings And Steady Dividend Policy

Analyst attention and dividend moves put WesBanco (WSBC) in focus Fresh coverage from DA Davidson, which initiated on WesBanco (WSBC) with a positive stance alongside generally favorable broker views, has sharpened investor attention on the regional bank’s income profile and recent dividend decisions. At the same time, WesBanco’s Board reaffirmed its commitment to cash returns by declaring a quarterly common dividend of $0.38 per share, along with a scheduled payout on its 7.375%...
NasdaqGS:TIGO
NasdaqGS:TIGOWireless Telecom

Has Millicom (TIGO) Run Too Far After 198% One-Year Surge?

If you are wondering whether Millicom International Cellular is priced attractively after its recent run, this article will help you assess what you might actually be paying for. The stock last closed at US$70.68, with returns of 7.0% over 7 days, 16.2% over 30 days, 25.0% year to date, 198.4% over 1 year, 323.1% over 3 years and 166.1% over 5 years, which naturally raises questions about how its current price lines up with its fundamentals. Recent coverage around Millicom has focused on its...
NasdaqGS:TER
NasdaqGS:TERSemiconductor

Assessing Teradyne (NasdaqGS:TER) Valuation After Strong AI Test Demand And Earnings Beat

Teradyne (TER) is back in focus after reporting quarterly results that beat estimates, supported by strong demand for its AI linked semiconductor test and robotics products and growing attention on the upcoming April earnings update. See our latest analysis for Teradyne. That earnings beat and Teradyne’s AI focused exposure are lining up with a powerful price move, with a 39.24% 1 month share price return and 206.9% 1 year total shareholder return, which suggests momentum has been building...
NYSE:FDP
NYSE:FDPFood

Did Margin Gains and Capital Returns Just Shift Fresh Del Monte Produce's (FDP) Investment Narrative?

In February 2026, Fresh Del Monte Produce’s board declared a quarterly cash dividend of US$0.30 per share, payable on March 27 to shareholders of record as of March 4, and reported fourth-quarter 2025 sales of US$1,019.5 million with net income of US$31.9 million. The company coupled this dividend and earnings release with details of its completed share repurchase program and a sharper focus on core, higher-return categories that lifted quarterly profitability despite largely flat sales. Now...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Cognex Board Refresh Brings Automation And Sales Focus Into Spotlight

Cognex (NasdaqGS:CGNX) has added Dr. Sami Atiya and Chris Donato to its board of directors. Both bring leadership backgrounds from large technology and automation companies including ABB, Siemens, Zendesk and Oracle. Former CEO Robert Willett and one other long-serving director are set to retire from the board. Cognex, trading at $55.36, has seen strong recent share price moves, with the stock up 40.3% over the past 30 days and 49.9% year to date. Over the past year, shares are up 70.6%,...
NYSE:TPR
NYSE:TPRLuxury

Tapestry (TPR) Is Up 5.4% After AI-Driven Outlook Upgrade And Net-Zero Push - What's Changed

In recent months, Tapestry, the parent of Coach and Kate Spade, raised its fiscal 2026 outlook, highlighting higher-than-expected revenue and earnings expectations supported by AI-enabled demand forecasting, inventory optimization, and a reinforced direct-to-consumer model. At the same time, the company has been sharpening its brand and sustainability profile through its largest Gen Z-focused marketing campaign and a 10-year carbon-removal partnership with Climeworks aimed at progressing...
NYSE:ACN
NYSE:ACNIT

US Stock Market Today S&P 500 Futures Ease As Housing And Factory Signals Diverge

The Morning Bull - US Market Morning Update Friday, Feb, 27 2026 US stock futures are pointing slightly lower this morning, with E-mini S&P 500 futures down about 0.2%, as investors weigh cheaper borrowing costs against mixed global growth signals. The 30 year US mortgage rate has dipped below 6% to 5.98%, which can make monthly payments a bit less painful and puts housing related names in focus. At the same time, the Kansas Fed Manufacturing Index has bounced to 10, a sign that factory...
NasdaqGS:AMLX
NasdaqGS:AMLXPharmaceuticals

Amylyx Pharmaceuticals (AMLX) Valuation Check After Mixed Recent Share Price Performance

Amylyx Pharmaceuticals (AMLX) stock in focus Amylyx Pharmaceuticals (AMLX) has drawn investor attention after a period where the shares show a small loss over the past month, yet a gain over the past 3 months and year to date. See our latest analysis for Amylyx Pharmaceuticals. The recent 6.2% 1 day and 8.8% 7 day share price returns contrast with a 1.4% 30 day share price decline. At the same time, the 33.6% year to date share price return and very large 1 year total shareholder return...
NYSE:PH
NYSE:PHMachinery

Assessing Parker-Hannifin (PH) Valuation After Strong Share Price Momentum And Earnings Narrative

Why Parker-Hannifin (PH) is on investors’ radar today Parker-Hannifin (PH) is back in focus after a recent share price move, with the stock last closing at US$1,014.97. That puts fresh attention on how its fundamentals line up at this level. See our latest analysis for Parker-Hannifin. The recent move to US$1,014.97 comes after a strong run, with a 30 day share price return of 9.61% and a 90 day share price return of 17.79%, alongside a 1 year total shareholder return of 56.39% that points to...
NasdaqGS:QDEL
NasdaqGS:QDELMedical Equipment

Should QuidelOrtho’s (QDEL) Lifotronic Immunoassay Expansion Require Action From QDEL Investors?

QuidelOrtho recently announced a long-term supply agreement with Lifotronic Technology to broaden its immunoassay analyzer platforms and add over 70 assays, including more than 25 not currently offered on its VITROS system, across select markets outside the United States. This collaboration could materially reshape QuidelOrtho’s international diagnostics offering by helping it compete for full‑menu tenders and better serve both small and high‑throughput laboratories. Next, we’ll examine how...
OTCPK:SBNC
OTCPK:SBNCBanks

Southern BancShares (N.C.) (OTCPK:SBNC) Margin Reset To 34.9% Tests Bullish Narratives

Southern BancShares (N.C.) (SBNC) has just wrapped up FY 2025 with fourth quarter revenue of US$122.7 million and basic EPS of US$912.54, capping a 12 month stretch where trailing revenue came in at US$195.5 million and EPS was US$901.30. Over recent quarters, the bank has seen revenue move from US$74.6 million and EPS of US$507.05 in Q3 FY 2024 to US$70.5 million and EPS of US$450.53 in Q2 FY 2025, before landing at the latest Q4 figures. Trailing net profit margin over the year sits at...