U.S. Specialty Stores Stock News

Earlier this week, Director Patrick G. Jr. Ryan purchased 25,865 shares of Ryan Specialty Holdings in a single transaction, following a period of mixed quarterly earnings and softer guidance. This insider buying, combined with analysts largely maintaining their overall outlook, highlights a tension between near-term margin pressure and longer-term confidence in the business model. We’ll now explore how Patrick G. Jr. Ryan’s insider purchase shapes Ryan Specialty’s existing investment...

Corning (NYSE:GLW) has entered a multi year, US$6b agreement to supply fiber optics for Meta Platforms' AI data centers. The company recently reported Q4 results that were described as an earnings beat alongside revised upward growth projections. Management highlighted a multi year structural shift in demand for its optical communications segment tied to generative AI adoption. For you as an investor, this puts Corning's core optical communications business at the center of a large build...

Why SmartStop Self Storage REIT is on investors’ radar today SmartStop Self Storage REIT (SMA) has drawn attention after recent share price moves, with the stock up around 7% over the past month and roughly 2% over the past 3 months. See our latest analysis for SmartStop Self Storage REIT. At a share price of US$33.35, SmartStop Self Storage REIT has a 1 day share price return of 1.06%. Its 30 day and year to date share price returns of 7.10% and 8.42% suggest momentum has been building...

In February 2026, Vishay Intertechnology introduced its VOx619A phototransistor optocoupler series, featuring low 0.5 mA forward current, high linear current transfer ratio over temperature, and operation up to +125 °C across four isolation-focused package options for industrial, telecom, and consumer uses. The combination of higher temperature tolerance, more consistent signal transfer, and lower power consumption positions these optocouplers as a way to support more efficient,...

Natera (NTRA) just closed out FY 2025 with fourth quarter revenue of US$665.5 million and basic EPS of US$0.34, alongside trailing twelve month revenue of about US$2.3 billion and a TTM basic EPS loss of US$1.52. The company has seen quarterly revenue move from US$476.1 million in Q4 2024 to US$665.5 million in Q4 2025, while quarterly basic EPS shifted from a loss of US$0.41 in Q4 2024 to EPS of US$0.34 in Q4 2025. This sets up a results season where investors are focused squarely on how...

Recent analyst updates on nCino (NCNO) have put a fresh spotlight on the stock, as JPMorgan and Barclays revisited their views in light of sector headwinds and rapid AI adoption risks across software. See our latest analysis for nCino. Those analyst comments arrive after a sharp reset in sentiment, with nCino’s share price showing a 30 day return of 30.52% and a year to date share price return of 34.52%. The 1 year total shareholder return of 48.45% and 5 year total shareholder return of...

In February 2026, Rocket Lab USA announced a new multi-launch agreement with BlackSky Technology, adding four dedicated Electron missions to deploy BlackSky’s AI-enabled Gen-3 Earth observation satellites and bringing their total launches together to 17 since 2019. BlackSky also reported fourth-quarter 2025 results showing year-over-year revenue growth to US$35.21 million and a sharply reduced quarterly net loss to US$0.87 million, alongside fresh 2026 revenue guidance and sizeable new Gen-3...

If you are wondering whether Amazon.com is still a reasonable entry at around US$209.97, the key question is whether the current price reflects its underlying business value. After a 121.3% return over 3 years but a 13.6% decline over the past 30 days and a 7.3% decline year to date, some investors are reassessing both the growth potential and the level of risk they are taking on with Amazon.com. Recent news flow around Amazon.com has continued to focus on its role as a large e commerce and...

eInfochips, a subsidiary of Arrow Electronics (NYSE:ARW), has launched NomAIzo, a suite of AI-focused platforms, frameworks, and services. NomAIzo is designed to help customers accelerate edge to enterprise AI adoption across use cases from devices to the cloud. The launch expands Arrow Electronics' presence in AI and high tech engineering services by broadening its edge to cloud offering. For you as an investor, NomAIzo ties directly into what Arrow Electronics already does across...

Lamar Advertising recently declared a past quarterly cash dividend of US$1.60 per share, payable on March 31, 2026, and extended its stock and debt repurchase programs, each authorizing up to US$250.00 million through September 30, 2027. These moves highlight management’s focus on returning capital to shareholders while signaling confidence in the company’s balance sheet and cash-generation capacity. Now we’ll examine how the extended stock repurchase authorization influences Lamar’s...

Relay Therapeutics FY 2025 earnings: revenue modest, losses continue as investors focus on growth potential Relay Therapeutics (RLAY) has wrapped up FY 2025 with Q4 revenue of US$7 million, a basic EPS loss of US$0.32, and net income loss of US$54.89 million, keeping the story firmly in loss-making territory as the market weighs its growth profile. The company has seen quarterly revenue move between US$0 million and US$7.68 million over the past year, while basic EPS losses have ranged from...

In late February 2026, Ferguson Enterprises Inc. reported past fourth-quarter sales of US$7,495 million and net income of US$389 million, alongside five‑month sales of US$12,833 million and net income of US$786 million, while also outlining low‑ to mid‑single‑digit net sales growth expectations for the 2026 calendar year. Along with these results, Ferguson continued to return cash to shareholders through US$248.45 million of share repurchases completing a multi‑year US$4.49 billion program...

China Yuchai International Limited has reported its 2025 full-year results, with sales rising to CNY 24,661.77 million and net income increasing to CNY 537.39 million, alongside higher basic and diluted earnings per share from continuing operations at CNY 14.32. Beyond the headline growth, the company’s performance was underpinned by heavier exposure to high-horsepower and heavy-duty engines, overseas expansion, and higher R&D spending on new energy technologies and advanced...

Edgewise Therapeutics (EWTX) is back in focus after reporting fourth quarter and full year 2025 results, with a full year net loss of US$167.8 million and several key clinical readouts on the horizon. See our latest analysis for Edgewise Therapeutics. That backdrop has coincided with a 28.17% year to date share price return and a three year total shareholder return of about 3x, suggesting momentum has been building as clinical milestones approach, even as losses remain substantial. If this...

In February 2026, Expeditors International of Washington reported fourth-quarter 2025 results showing revenue of US$2,855.95 million and net income of US$200.71 million, alongside authorizing a new US$3.00 billion share repurchase program and completing a long-running US$8.72 billion buyback. While full-year 2025 revenue and earnings per share grew modestly, weaker ocean freight performance and higher headcount weighed on quarterly profitability. We will now examine how softer ocean freight...

Conference update and pipeline focus Corvus Pharmaceuticals (CRVS) has come into focus after its appearance at the Oppenheimer 36th Annual Healthcare Life Sciences Conference, where management outlined fresh details on lead candidate soquelitinib across several immune related indications. The company highlighted plans for a phase III interim analysis in peripheral T cell lymphoma by year end 2026, new phase II studies in asthma and hidradenitis suppurativa, and early atopic dermatitis data...

Central Garden & Pet reported a 6% year over year revenue decline in its latest quarter. The company expanded its share repurchase program, signaling an increased focus on buybacks. Central Garden & Pet also refreshed its board of directors with new appointments. Central Garden & Pet, traded as NasdaqGS:CENT, released results that showed weaker revenue and earnings alongside the slowest revenue growth among its household product peers. The stock last closed at $39.18 and is up 22.1% over...

If you are wondering whether Universal Health Services is attractively priced or starting to look expensive, you are in the right place for a clear look at what the market might be implying about its value. The shares last closed at US$206.10, with returns of a 10.6% decline over 7 days, 1.5% over 30 days, a 6.3% decline year to date, 18.1% over 1 year, 64.2% over 3 years, and 61.1% over 5 years. This gives you a broad sense of how sentiment around the stock has shifted over time. Recent...

ON Semiconductor is sharpening its focus on higher margin areas, including silicon carbide products and AI data center power solutions. The company is reallocating capital toward projects it views as higher return and scaling back exposure to weaker end markets such as electric vehicles and smartphones. Management is emphasizing capital discipline and targeted investment as it reshapes the business mix of NasdaqGS:ON. For investors tracking NasdaqGS:ON, this reset comes with the stock...

Oracle and Oracle Red Bull Racing have expanded their multi year technology partnership, with Oracle AI and cloud infrastructure set to power Formula 1 race strategy and Red Bull Ford Powertrains' hybrid power units for the 2026 season. The collaboration extends Oracle's technology into next generation hybrid engine development and real time race decision making through an AI powered agent. This marks a high profile application of Oracle Cloud and AI capabilities beyond traditional...

Coastal Financial recently reported a past-quarter update showing a 1.3% year-on-year revenue decline, missing analysts’ expectations by 16.6%, even as loans receivable grew 1.2% and deposits rose 4.3%. Management emphasized the potential of its Banking-as-a-Service platform, highlighting plans to expand product offerings and scale new and existing partnerships despite the disappointing revenue and net interest income performance. We’ll now examine how Coastal Financial’s revenue shortfall...

Strategic Education (STRA) has wrapped up FY 2025 with fourth quarter revenue of US$323.2 million and basic EPS of US$1.71, set against a trailing twelve month picture that shows US$1.27 billion in revenue and EPS of US$5.57. The company has seen quarterly revenue range from US$303.6 million in Q1 2025 to US$323.2 million in Q4, while basic EPS moved between US$1.18 and US$1.71 over the same period. This gives investors a clearer view of how the earnings profile is tracking through the year...

If you are wondering whether Novanta is priced attractively right now, you are not alone. The stock has had a mixed run that raises fair questions about what you are really paying for. At a last close of US$134.43, the shares are up 21.0% year to date, even though the 7 day return is a 7.9% decline and the 1 year return sits at a 7.1% decline. Recent price moves sit against a backdrop of ongoing coverage of Novanta's position in the US tech sector and its role in providing precision...

Vera Therapeutics reported full-year 2025 results showing a net loss of US$299.62 million, while advancing atacicept with positive Phase 3 IgA nephropathy data and securing FDA priority review with a July 7, 2026 PDUFA date. Alongside filing a US$191.89 million Class A common stock shelf registration for an ESOP-related offering, the company highlighted that its cash, equivalents, marketable securities and debt facility availability are expected to fund operations through potential atacicept...