U.S. Specialty Stores Stock News

Crocs, Inc. reported past first‑quarter 2026 results with sales of US$921.46 million and net income of US$137.56 million, while also beating Wall Street expectations on adjusted earnings and revenue. The company raised its full-year 2026 outlook, pointing to stronger demand for new products, international momentum, and growth in higher-margin direct-to-consumer channels even as overall revenue guidance remains roughly flat year on year. We’ll now explore how Crocs’ raised full-year guidance...

Super Group (SGHC) recently entered into a partnership to become Formula 1’s first official betting operator, while analysts had earlier shifted their brokerage recommendations and Zacks Rank ahead of its May 11, 2026 earnings report. This combination of a high-profile sports betting partnership and elevated earnings expectations has reshaped how investors interpret Super Group’s growth potential and business momentum. We’ll now explore how the new Formula 1 betting partnership affects...

For readers wondering whether nLIGHT's share price still reflects fair value after a major run-up, this article breaks down what the current price could imply about the business and its risks. Over the past week the stock has declined 6.3%, but it shows an 18.1% return over 30 days and an 85.0% return year to date, with the 1-year move sitting at roughly 7x. Recent coverage has focused on nLIGHT's position in the broader tech sector and how sentiment around high-growth, higher-risk names has...

In April 2026, Navitas Semiconductor advanced its “Navitas 2.0” push into high-power GaN and SiC by unveiling an 800 V–6 V DC-DC power delivery board for NVIDIA data center infrastructure and adding semiconductor veteran Gregory M. Fischer to its board to deepen expertise in AI and high-power markets. These moves highlight how Navitas is trying to align its leadership, technology roadmap, and AI-focused power solutions with emerging data center and high-performance computing demand. We’ll...

Salesforce (CRM) is reshaping how it reports revenue by splitting results into Agentforce Apps and Data 360, Platform & Other as it leans into AI agents, data connectivity, and its expanding Google Cloud partnership. See our latest analysis for Salesforce. Despite the renewed focus on AI agents and partnerships like Google Cloud and Unisys, the share price return over the past year has been weak, with a 1 year total shareholder return decline of 32.68%. The recent 1 day and 7 day share price...

Short-seller report challenges the legitimacy of Babcock & Wilcox Enterprises' purported $2.4b contract and raises concerns about undisclosed related-party links. Securities fraud class action lawsuits have been filed, alleging failures in disclosure and questioning the integrity of the company’s contract reporting. These governance and disclosure issues are drawing attention to the risks around large power generation deals and potential impact on shareholder confidence. Babcock & Wilcox...

SolarEdge Technologies (SEDG) recently announced its CSS-OD 197 kWh commercial storage system for Europe and Asia, giving investors fresh product news as they consider the stock’s recent rebound in the past 3 months. See our latest analysis for SolarEdge Technologies. The new commercial storage launch arrives after a sharp rebound, with a 90 day share price return of 40.05% and a very large 1 year total shareholder return, while longer term returns remain deeply negative. If you are looking...

In late April 2026, RapidSOS announced that its HARMONY AI platform is now integrated into AT&T ESInet, bringing real‑time intelligence from more than 723 million connected devices directly into NG911 emergency call routing over AT&T’s private, nationwide 911 IP network. This move deepens AT&T’s role in public safety infrastructure by pairing its widely deployed ESInet and FirstNet backup with AI‑enhanced situational awareness that can travel with 911 calls across agencies and disaster...

ExxonMobil (NYSE:XOM) has awarded a major subsea engineering, procurement, construction, and installation contract for the Redevelopment 2.0 Likembe Project in Block 15, offshore Angola. The work goes to Subsea7 and the Subsea Integration Alliance, expanding ExxonMobil’s upstream project activity in West Africa. The project focuses on redeveloping existing offshore resources and increasing subsea infrastructure, with an emphasis on local partnerships and regional capacity building. For...

Acadia Pharmaceuticals (NasdaqGS:ACAD) announced the planned retirement of its Head of Research and Development, Dr. Elizabeth H.Z. Thompson. Dr. Thompson is expected to transition from her current role and remain with the company as a consultant through at least the end of 2026. Her consulting role is intended to support continuity around a key Phase 2 clinical readout in Alzheimer's disease psychosis and early Phase 3 planning. Acadia focuses on central nervous system conditions, where...

Investors may be wondering if DXP Enterprises at around US$168.90 is still offering value, or if most of the opportunity has already played out. The stock has been volatile, with a 0.4% decline over the last 7 days, a 17.8% return over the last 30 days, a 56.8% return year to date, and an 83.5% return over the last year, plus a very large 3 year return and a 423.4% return over 5 years. These moves sit against a backdrop of ongoing corporate updates, industry developments, and investor...

Globant (NYSE:GLOB) is under pressure after multiple law firms launched securities class actions over its Latin American business pivot, raising questions about disclosure practices and coinciding with a sharp share price pullback. See our latest analysis for Globant. Legal headlines and the recent shelf registration have landed on a stock that was already under pressure, with a 30 day share price return of negative 15.11% and a 1 year total shareholder return of negative 66.01%. This points...

Why Lionsgate Studios is on investors’ radar today Lionsgate Studios (LION) has attracted fresh attention after strong share price moves over the month and past 3 months, prompting investors to reassess what the current US$12.65 level implies for future expectations. See our latest analysis for Lionsgate Studios. The recent move to US$12.65 caps a strong run, with a 31.36% 1 month share price return and 37.05% 3 month share price return, contributing to a 78.36% 1 year total shareholder...

iRhythm Holdings (IRTC) just raised its full year 2026 revenue and profitability guidance after reporting first quarter sales of US$199.39 million and a narrower net loss, putting fresh focus on the stock. See our latest analysis for iRhythm Holdings. Even with the raised full year outlook, the stock has been under pressure, with a 90 day share price return of 22.43% and a year to date share price return of 31.06%, while the 5 year total shareholder return of 51% shows a very different...

What recent returns tell you about Apple Hospitality REIT (APLE) Apple Hospitality REIT (APLE) has quietly put together steady share price gains, with returns over the past month, past 3 months, year to date and past year all sitting in positive territory. See our latest analysis for Apple Hospitality REIT. The recent 30 day share price return of 16.13% and 90 day share price return of 13.76% suggest that momentum has been building. The 1 year total shareholder return of 23.51% points to a...

Healthcare Realty Trust (HR) has given investors fresh numbers to consider after a record first quarter, raising full-year FFO and same-store NOI guidance on strong leasing, higher occupancy, solid tenant retention, and active capital moves. See our latest analysis for Healthcare Realty Trust. The recent earnings beat, higher full year guidance, fresh joint venture activity, and a new delayed draw term loan have coincided with a firming share price. A 30 day share price return of 10.63% and a...

For investors considering whether Zeta Global Holdings at around US$18.60 is offering value or is priced too richly, this article explores what the current share price may be implying about the business. The stock has moved 6.1% over the last 7 days and 17.8% over the last 30 days. Year to date it is down 6.6%, while it shows a 36.0% return over the past year and a 123.0% return over the last 3 years. Recent coverage on Zeta Global Holdings has focused on its position in the software sector...

Las Vegas Sands (NYSE:LVS) has rolled out the Community Revitalization Programme 2.0 in Macao, targeting support for local SMEs and upgrades to existing businesses. The company also marked a milestone in its Sands Cares Accelerator through its partnership with The LGBTQ+ Center of Las Vegas, highlighting progress on social impact goals. These efforts reflect an expanded focus on community development and economic diversification alongside core resort operations. Las Vegas Sands, trading...

Why Fidelity National Information Services is on investors’ radar Fidelity National Information Services (FIS) has drawn fresh attention after a weak past 3 months, with the stock showing a roughly 17% negative return and sitting near US$46.54 at the last close. See our latest analysis for Fidelity National Information Services. Short term momentum has steadied slightly, with a positive 7 day share price return and a small 30 day gain, but this comes after a much weaker backdrop, including a...

In recent days, Sarepta Therapeutics drew attention as Wall Street analysts projected a year-over-year earnings increase despite lower revenues for its upcoming 6 May earnings report, while a Schedule 13G filing showed Vanguard Capital Management holding a 5.11% passive stake. This combination of more bullish earnings expectations and confirmation of meaningful passive institutional ownership highlights how sentiment and ownership structure may be shaping views on Sarepta’s outlook. We’ll...

Ultragenyx Pharmaceutical: what recent returns signal for investors Ultragenyx Pharmaceutical (RARE) has drawn attention after a roughly 10% gain over the past month, standing out against a flat past 3 months and a roughly 37% decline over the past year. See our latest analysis for Ultragenyx Pharmaceutical. The recent 10.3% 1 month share price return, alongside a modest 4.9% year to date gain, contrasts with a 37.0% 1 year total shareholder return decline. This suggests short term momentum...

Why ProFrac Holding Is On Investors’ Radar ProFrac Holding (ACDC) has drawn attention after a strong run in recent months, with the stock up about 20% over the past month and roughly 35% over the past 3 months. That share price move sits against a backdrop of US$1.94b in revenue and a reported net loss of US$374.3 million. This raises questions about how investors are weighing growth in the underlying business against ongoing profitability challenges. See our latest analysis for ProFrac...

Recent share performance and business snapshot UL Solutions (ULS) has attracted investor attention after a strong past 3 months, with the stock posting a 27.8% total return and a 54.1% total return over the past year. The company, headquartered in Northbrook, Illinois, generates US$3,053.0m in revenue and US$325.0m in net income. It offers testing, inspection, certification, software and advisory services across industrial, consumer, and regulatory-focused end markets worldwide. See our...

McDonald's (NYSE:MCD) is rolling out six new specialty drinks nationwide, including Refreshers and crafted sodas, starting May 6. The company is pairing the drink launch with a limited edition beaded drink carrier created in collaboration with designer Susan Alexandra. For McDonald's, beverages have long been an important part of the menu. This new lineup signals a broader push into higher margin, customizable drink options that other quick service chains have been focusing on. By adding...