U.S. Specialty Stores Stock News

NasdaqGS:RUSH.A
NasdaqGS:RUSH.ATrade Distributors

The Bull Case For Rush Enterprises (RUSH.A) Could Change Following Earnings Beat And New Buyback Plan

Rush Enterprises, Inc. recently reported fourth-quarter and full-year 2025 results showing lower year-on-year revenue and earnings, while also completing a US$198.5 million share repurchase under its 2024 authorization and declaring a US$0.19 per-share dividend payable on March 18, 2026 to shareholders of record on March 3, 2026. Alongside earnings that exceeded analyst profit forecasts despite softer truck sales, the company introduced a new US$150 million buyback program, underlining...
NYSE:RSG
NYSE:RSGCommercial Services

Is Republic Services (RSG) Still Fairly Priced After Strong Multi Year Share Gains

If you are wondering whether Republic Services at around US$221 per share still offers fair value, this article will help you size up what you are really paying for. The stock has been relatively steady in the short term, with a 0.9% decline over the last 7 days and a 1.6% return over the last 30 days, while longer term returns of 5.2% year to date, 77.4% over 3 years, and 160.2% over 5 years may catch your eye. Recent news flow around Republic Services has mainly focused on its role in the...
NasdaqGS:CART
NasdaqGS:CARTConsumer Retailing

Assessing Maplebear Instacart’s Valuation After Recent Share Price Weakness

Recent trading and performance snapshot Maplebear (CART), the parent company of Instacart, has drawn investor attention after a period of weaker share performance. The stock has shown negative returns over the past month, the past three months, year to date, and over the past year. See our latest analysis for Maplebear. With the share price at US$36.16 and a 30 day share price return of a 9.37% decline, Maplebear’s recent weakness follows a broader fade in momentum, capped by a 26.74% 1 year...
NYSE:WRB
NYSE:WRBInsurance

A Look At W. R. Berkley (WRB) Valuation As Recent Momentum Softens

Event context and recent price performance W. R. Berkley (WRB) shares recently closed at $71.00. The stock showed a small 1 day decline, a roughly 2% move over the past week, and mixed returns over the month and past 3 months. See our latest analysis for W. R. Berkley. Looking beyond the latest move, W. R. Berkley’s 1 year total shareholder return of 17.14% and 5 year total shareholder return of 156.97% contrast with its softer 90 day share price return of an 8.88% decline. This suggests...
NasdaqGS:PRDO
NasdaqGS:PRDOConsumer Services

Perdoceo Results And Augustine Integration Raise Questions On Undervalued Shares

Perdoceo Education (NasdaqGS:PRDO) reported solid Q4 and full year 2025 results, with performance supported by enrollment and revenue trends ahead of prior expectations. The company highlighted progress integrating the University of St. Augustine for Health Sciences, which is contributing to overall operations. Management reiterated its focus on shareholder returns through ongoing share repurchases and dividend payments. For investors following education stocks, Perdoceo Education stands...
NYSE:CPAY
NYSE:CPAYDiversified Financial

Assessing Corpay (CPAY) Valuation After Q4 2025 Earnings Spark 11.6% Share Price Jump

What triggered the latest move in Corpay stock? Corpay (CPAY) jumped 11.6% after releasing Q4 2025 results, with revenue up 21% year over year and adjusted EPS rising 13%, both coming in ahead of expectations. The quarter also highlighted 16% organic growth in the corporate payments segment, which appeared to reassure investors that demand for Corpay's core services remained solid despite pressure from lower interest rates. See our latest analysis for Corpay. The latest move comes after a...
NasdaqGS:NOVT
NasdaqGS:NOVTElectronic

Assessing Novanta (NOVT) Valuation After Recent Share Price Momentum And High P/E Multiple

What stands out about Novanta right now Novanta (NOVT) has drawn attention after recent trading left the shares around $142.38, with returns ranging from a small 1-day decline to a stronger gain over the past 3 months. See our latest analysis for Novanta. While the 1-day and 7-day share price returns are slightly negative, Novanta's 30-day and 90-day share price returns of 3.26% and 27.25% suggest recent momentum contrasts with a modest 1-year total shareholder return of 2.95% and softer...
NYSE:MOH
NYSE:MOHHealthcare

Molina Healthcare’s Medicaid Profit Worries Test Earnings Story And Outlook

Molina Healthcare (NYSE:MOH) reported mixed fourth quarter results, with revenue growth but an adjusted loss per share that missed expectations. Retroactive revenue items affected the quarter, complicating the picture around the stability of Medicaid related earnings. Management guidance pointed to declining premium revenue and EPS in 2026, with expectations for recovery in 2027. Following the update, several analysts downgraded the stock and highlighted concerns about the company’s ability...
NasdaqGS:ROAD
NasdaqGS:ROADConstruction

Is It Too Late To Consider Construction Partners (ROAD) After Its Strong Multi Year Rally?

Wondering if Construction Partners at around US$130.53 is still a sensible entry point, or if most of the easy gains are already behind it. The stock has been volatile recently, with a 2.5% decline over the last 7 days, a 17.6% return over 30 days, 16.4% year to date, 86.0% over 1 year and a very large 3 year return that sits well above 7x, alongside a 330.9% return over 5 years. These sharp moves have kept the company on many investors' radar, especially as infrastructure and construction...
NYSE:SNA
NYSE:SNAMachinery

Assessing Snap On (SNA) Valuation After Recent Share Price Momentum

Snap-on stock after recent performance shift Snap-on (SNA) has drawn fresh attention after a recent share price move. The stock closed at US$385.37 and posted returns of 4.4% over the past month and 13.2% over the past 3 months. See our latest analysis for Snap-on. Zooming out, Snap-on’s recent 4.4% 1 month share price return and 13.3% 3 month share price return sit alongside a 9.8% year to date share price return and a 5 year total shareholder return of 108.7%. Together, these figures point...
NasdaqGS:ADPT
NasdaqGS:ADPTLife Sciences

A Look At Adaptive Biotechnologies (ADPT) Valuation After Analyst Upgrades On Strong Q4 Earnings

What triggered the latest focus on Adaptive Biotechnologies? Adaptive Biotechnologies (ADPT) drew fresh investor attention after several analyst firms raised their outlook following what they described as strong Q4 earnings, citing multiple business drivers across its core testing and MRD-focused offerings. See our latest analysis for Adaptive Biotechnologies. At a share price of US$15.39, Adaptive Biotechnologies has recently seen pressure, with a 30 day share price return of 17.04% and a 90...
NasdaqGS:DGII
NasdaqGS:DGIICommunications

A Look At Digi International (DGII) Valuation After Strong Returns And Recurring Revenue Momentum

Recent share performance and business snapshot Digi International (DGII) has drawn investor attention after a 4.6% one day share price decline, despite gains of around 13% over the past month and 14% in the past 3 months. At a last close of US$47.90, the company sits on a one year total return of about 45%, with longer term three and five year total returns near 45% and 96% respectively, highlighting a period of solid shareholder value creation. The business reports annual revenue of roughly...
NYSE:BORR
NYSE:BORREnergy Services

Borr Drilling Fleet Expansion Extends Contracts And Tests Valuation Views

Borr Drilling acquired five premium jack-up rigs from Noble, expanding its fleet coverage through 2026. The company secured multiple new multi-year drilling contracts linked to these and existing rigs. The combined deal increases contracted activity visibility across a recovering offshore drilling market. For investors tracking NYSE:BORR, this fleet expansion follows a strong run in the shares, with the stock up 29.8% over the past month, 45.4% year to date, and 101.6% over the past year,...
NYSE:EL
NYSE:ELPersonal Products

Is It Too Late To Consider Estée Lauder Companies (EL) After 1 Year 53% Rally?

Wondering whether Estée Lauder Companies shares at around US$113 still make sense for your portfolio, or if the price has already run ahead of the story? This article will help you frame that question through a clear look at what you are paying for today. The stock has had a mixed run recently, with a 4.4% gain over the last 7 days, a 4.0% decline over 30 days, a 5.9% return year to date and a 53.1% return over 1 year, set against weaker 3 year and 5 year returns of 50.8% and 58.8%...
NasdaqGM:PSNY
NasdaqGM:PSNYAuto

A Look At Polestar (PSNY) Valuation As Growth Outlook Resets After New EV And Retail Expansion Plans

Polestar Automotive Holding UK (PSNY) has set out its largest product plan so far, outlining four new electric vehicles by 2028 and a 30% retail network expansion, while cutting its 2026 delivery growth outlook to low double digits. See our latest analysis for Polestar Automotive Holding UK. That long term product push comes as sentiment remains pressured, with the share price at US$17.22 and a 1 year total shareholder return of 47.82% decline alongside a 3 year total shareholder return of...
NYSE:VMI
NYSE:VMIConstruction

Valmont Adds Agribusiness Expertise To Board As Growth Plans Take Shape

Valmont Industries (NYSE:VMI) has appointed Paul Maass to its Board of Directors. Maass brings global agribusiness and supply chain management experience to the company. The move reflects a focus on governance and long term growth priorities. Valmont Industries, known for infrastructure and agricultural solutions such as irrigation and related technologies, now has an additional voice with deep agribusiness roots on its board. For you as an investor, that matters because board level...
NasdaqGS:RGLD
NasdaqGS:RGLDMetals and Mining

Royal Gold’s Record Year And Acquisitions Test Premium Valuation

Royal Gold reported record annual revenue, earnings, and cash flow for 2025. The company completed major acquisitions of Sandstorm Gold and Horizon Copper in 2025. Royal Gold increased its annual dividend for the 25th consecutive year, setting an industry record. Royal Gold, traded as NasdaqGS:RGLD, is coming off a year of record financial results and a larger portfolio after bringing Sandstorm Gold and Horizon Copper under its umbrella. The share price sits at $285.24, with a 1 year return...
NYSE:HRI
NYSE:HRITrade Distributors

Herc Holdings Enters New Growth Phase With H&E Deal And Fleet Reinvestments

Herc Holdings (NYSE:HRI) has agreed to acquire H&E, aiming to expand its equipment rental footprint and customer base. The company plans significant reinvestment in its rental fleet, with the goal of targeting a larger share of the market by 2026. Management highlights expected benefits for rental revenue and EBITDA as key reasons for the transaction and reinvestment push. Herc Holdings, trading at $146.19, is entering a new phase with the H&E acquisition and a larger capital commitment to...
NYSE:LDOS
NYSE:LDOSProfessional Services

Is Leidos’ Cash, Credit Moves and Contract Wins Reframing The Investment Case For Leidos (LDOS)?

In February 2026, Leidos Holdings reported fourth-quarter and full-year 2025 results showing higher net income and earnings per share on slightly lower quarterly sales, while also amending its credit facility, issuing new fixed-rate notes, filing a broad shelf registration, repurchasing shares, and affirming its quarterly dividend of US$0.43 per share. At the same time, Leidos highlighted strong cash generation, robust contract wins in areas such as defense network modernization and...
NYSE:AIG
NYSE:AIGInsurance

Is American International Group (AIG) Priced Attractive After Strong Multi Year Share Performance?

If you are wondering whether American International Group's current share price lines up with its underlying value, you are not alone. This article is built to help you frame that question clearly. AIG's shares most recently closed at US$79.98, with returns of 2.2% over the past 7 days, 10.6% over the past 30 days, 4.0% over 1 year, 41.0% over 3 years and 97.8% over 5 years. This helps frame how the market has priced the stock over different time horizons. Recent headlines around AIG have...
NYSE:ROG
NYSE:ROGElectronic

Assessing Rogers (ROG) Valuation After Recent Share Price Rebound

Why Rogers (ROG) is Getting Fresh Attention Now Rogers (ROG) is back on investor radars after recent share price moves, with the stock showing a 12% gain over the past month and a 30% gain over the past 3 months. See our latest analysis for Rogers. Those recent gains sit alongside a 15.5% year to date share price return and a 23.5% total shareholder return over the past year. However, longer term total shareholder returns over 3 and 5 years remain negative, hinting at rebuilding confidence...
NasdaqGS:NTRS
NasdaqGS:NTRSCapital Markets

Assessing Northern Trust (NTRS) Valuation After Mixed Short And Long Term Returns

What Northern Trust’s Recent Returns Suggest Northern Trust (NTRS) has drawn investor attention after a mixed run, with the stock showing a 5.6% decline over the past month but an 8% gain over the past 3 months. See our latest analysis for Northern Trust. At a latest share price of US$140.38, Northern Trust’s recent 1 day and 7 day share price declines sit against a modest year to date share price gain and a much stronger 1 year total shareholder return of 27.85%. This hints that shorter term...
NasdaqGS:DHC
NasdaqGS:DHCHealth Care REITs

Is It Too Late To Consider Diversified Healthcare Trust (DHC) After Its 1 Year Surge?

If you are wondering whether Diversified Healthcare Trust is still reasonably priced after its recent run, you are not alone. This article will walk through what the current share price might be implying about value. The stock closed at US$6.15, with a 6.1% decline over the last 7 days, an 8.7% gain over 30 days, a 23.5% gain year to date, a 158.1% gain over 1 year, and a very large gain over 3 years, while the 5 year return sits at 44.5%. Recent headlines have focused on Diversified...
NYSE:ES
NYSE:ESElectric Utilities

Eversource Junior Notes Add Long Term Risk And Reward Trade Off

Eversource Energy (NYSE:ES) has announced new fixed to floating rate junior subordinated notes due 2056. The securities feature a fixed coupon initially, then switch to a floating rate after a future reset date. The notes are callable and are ranked junior to senior debt, which affects both risk and potential yield for buyers. Eversource Energy, a major regulated utility serving New England, relies on capital markets to fund grid investments, maintenance, and broader infrastructure needs...