U.S. Tobacco Stock News

NYSE:RPC
NYSE:RPCCapital Markets

Ridgepost Capital (RPC) Earnings Margin Holds At 5.1% And Tests Bullish Narratives

Ridgepost Capital (RPC) has just posted its FY 2025 numbers with Q3 total revenue at US$75.9 million and basic EPS of US$0.02, while trailing twelve month revenue stands at US$301.3 million and EPS at US$0.14, as investors weigh these against a mixed earnings backdrop affected by a one off US$33.1 million loss. Over recent quarters, revenue has moved from US$71.1 million in Q2 2024 to US$75.9 million in Q3 2025, while quarterly EPS shifted from US$0.06 to US$0.02. This sets the stage for a...
NasdaqGS:PAGP
NasdaqGS:PAGPOil and Gas

What Plains GP Holdings (PAGP)'s Profit Rebound Amid Softer Sales Means For Shareholders

Plains GP Holdings, L.P. has reported past fourth-quarter 2025 results showing sales of US$10,565 million and net income of US$62 million, alongside full-year 2025 sales of US$44,262 million and net income of US$260 million. Despite lower sales than the prior year, the company moved from a net loss to a profit and lifted earnings per share for both the quarter and full year, pointing to stronger profitability and cost control. We’ll now examine how this improved profitability despite softer...
NYSE:MPLX
NYSE:MPLXOil and Gas

Did MPLX's Long-Dated Debt Raise Just Quietly Redefine Its Capital Allocation Story (MPLX)?

MPLX LP recently completed two fixed-rate senior unsecured note offerings totaling about US$1.49 billion, issuing 5.3% notes due 2036 and 6.1% notes due 2056 at slight discounts, supported by a syndicate of co-lead underwriters including BofA Securities, Mizuho, TD Securities, and Wells Fargo. By pairing long-dated fixed-income issuance with fresh shelf registration documents and supplemental indentures, MPLX is locking in diversified debt funding that can underpin its pipeline and...
NasdaqCM:AEHR
NasdaqCM:AEHRSemiconductor

Aehr Test Systems (AEHR) Is Up 21.3% After Major Hyperscale AI Tester Win Has The Bull Case Changed?

Aehr Test Systems recently announced an initial production purchase order from its lead hyperscale data center customer for multiple Sonoma ultra-high-power package-level test and burn-in systems to support next-generation AI processors, with deliveries scheduled to begin in summer 2026. This early production win places Aehr directly in the critical reliability-testing step for high-performance AI accelerators, potentially making its systems an integral part of large-scale data center chip...
NasdaqGM:VITL
NasdaqGM:VITLFood

Is Vital Farms (VITL) Price Attractive After Choppy Trading And Ethical Eggs Spotlight?

If you are wondering whether Vital Farms at around US$27.71 is priced attractively today, the key question is whether the current share price lines up with the underlying business value. The stock has been choppy, with a 5.8% gain over the last 7 days, a 9.4% decline over 30 days, a 7.1% decline year to date, a 21.8% decline over 1 year, but an 82.4% return over 3 years and a 2.7% decline over 5 years. Recent news coverage has focused on Vital Farms' position in the pasture raised egg and...
NYSE:GRMN
NYSE:GRMNConsumer Durables

Garmin’s New Mesa Flight Test Hub (GRMN) Might Change The Case For Investing In Its Aviation Edge

In early February 2026, Garmin acquired two adjacent hangars and office space totaling about 75,000 square feet at Mesa Gateway Airport in Arizona, expanding its capacity for aircraft certification and flight test operations alongside existing centers in Kansas and Oregon. This move deepens Garmin’s long-standing Phoenix-area aviation and engineering footprint, positioning the company to recruit specialized talent and accelerate aircraft airworthiness and flight test work near key aerospace...
NYSE:FRT
NYSE:FRTRetail REITs

Is Federal Realty (FRT) Pricing Reflect Long Term Cash Flow Potential?

If you are wondering whether Federal Realty Investment Trust is priced attractively right now, it helps to step back and look at what the current share price might already be factoring in. The stock recently closed at US$104.75, with returns of 2.6% over the past 30 days and 5.8% year to date, while the 1 year return sits at a 2.0% decline and the 5 year return at 28.0%. Recent attention on Federal Realty has centered on its position as a retail focused real estate investment trust and how...
NYSE:HAE
NYSE:HAEMedical Equipment

Haemonetics (HAE) Balances Softer Interventional Sales With Buybacks – What Story Does Guidance Tell?

In early February 2026, Haemonetics Corporation reported third-quarter fiscal 2026 results showing lower sales of US$338.97 million year over year but higher net income of US$44.74 million, and issued guidance calling for first-quarter 2026 revenue of US$300 million–US$310 million and full-year 2026 revenue of US$1.22 billion–US$1.26 billion. Management highlighted continuing weakness in Interventional Technologies against resilient plasma and blood management performance, while confirming...
NYSE:MRSH
NYSE:MRSHInsurance

Marsh And McLennan Refines Leadership And AI Tools For Risk Growth

Marsh & McLennan Companies (NYSE:MRSH) has appointed Michael Lewis as President of Marsh Risk Canada, signaling a refreshed leadership approach in that market. In the UK, Lisa Quest will serve as Marsh UK CEO while continuing in her Oliver Wyman role, consolidating responsibilities across the group. Marsh McLennan Agency Private Client Services is adopting ZestyAI risk analytics to better assess catastrophe exposure for high net worth property clients. For investors tracking NYSE:MRSH,...
NasdaqGS:VNET
NasdaqGS:VNETIT

A Look At VNET Group (VNET) Valuation After Jefferies Reiterates Buy On AI Data Center Prospects

VNET Group (VNET) is back in focus after Jefferies reiterated its positive view, describing the company as a key AI data center play in China and highlighting new power capacity along with potential large hyperscaler contracts. See our latest analysis for VNET Group. The latest Jefferies commentary has landed on a stock that already has strong momentum, with VNET’s 7 day share price return of 38.64% and 90 day share price return of 59.43% sitting alongside a 3 year total shareholder return of...
NYSE:FCX
NYSE:FCXMetals and Mining

Freeport McMoRan (FCX) Valuation After Analyst Upgrades And Earnings Estimate Revisions

Freeport-McMoRan (FCX) is back in the spotlight after analysts raised earnings estimates and upgraded their views. The stock still trades at a discount to peers, drawing fresh attention from investors. See our latest analysis for Freeport-McMoRan. Recent trading reflects that shifting sentiment. Despite a 5.22% one day share price decline to US$62.04, Freeport-McMoRan still posts a 54.48% 90 day share price return and a 56.40% one year total shareholder return. This indicates that momentum...
NasdaqGS:CNDT
NasdaqGS:CNDTProfessional Services

Conduent (CNDT) Loss-Making Quarter Extends On US$767 Million Revenue Challenging Margin Improvement Narratives

Conduent (CNDT) has just posted its FY 2025 third quarter numbers, with revenue of US$767 million and a net income loss of US$48 million, translating to basic EPS of a US$0.31 loss. Over recent quarters the company has seen revenue move from US$828 million and EPS of US$1.09 in Q2 2024 to US$751 million and EPS of a US$0.33 loss in Q1 2025, before landing at US$767 million and EPS of a US$0.31 loss in Q3 2025. Trailing twelve month figures now sit at US$3.1 billion of revenue and an EPS loss...
NYSE:PSX
NYSE:PSXOil and Gas

Assessing Phillips 66 (PSX) Valuation After Recent Share Price Momentum

Why Phillips 66 (PSX) is on investors’ radar Phillips 66 (PSX) has drawn fresh attention after recent share price moves, with the stock showing mixed short term returns but stronger performance over the past month and past 3 months. See our latest analysis for Phillips 66. The recent 1 day share price decline of 3.24% to US$156.26 sits against a stronger trend, with a 30 day share price return of 13.48% and a 1 year total shareholder return of 29.14%. Together these figures suggest momentum...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Rivian Class Action Settlement And What It Means For Valuation Risks

Rivian Automotive (NasdaqGS:RIVN) has agreed to a proposed $250 million settlement of a securities class action lawsuit. The case concerns investors who bought Rivian stock in the period following its IPO. The proposed settlement is subject to court approval, with a hearing scheduled for May 2026. Rivian Automotive, trading at around $14.0, has seen mixed share price performance, with a 2.0% return over the past week and a 25.7% decline over the past month. Year to date, the stock shows a...
NYSE:NOW
NYSE:NOWSoftware

ServiceNow AI Deals Expand Workflow Reach While Shares Trade Below Targets

ServiceNow (NYSE:NOW) and consulting firm Kearney announced a new AI partnership to help enterprises automate and redesign core business processes using the ServiceNow AI Platform. Bearing introduced a physical security operations solution built directly on ServiceNow, expanding the platform into security operations for physical sites. These announcements highlight new AI driven workflow and security use cases for ServiceNow across large organizations. For investors watching how large...
NasdaqGS:SNEX
NasdaqGS:SNEXCapital Markets

StoneX Group’s Record Trading Activity Reframes Growth And Valuation Debate

StoneX Group reported record activity in listed derivatives and precious metals trading, supported by its global logistics network and business structure. The company is progressing with the integration of R.J. O'Brien, following the acquisition, and is pushing into new commercial and environmental markets. These operational shifts are reshaping how StoneX Group, NasdaqGS:SNEX, competes across trading and risk management services. For investors watching NasdaqGS:SNEX, the operational news...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

Estée Lauder Lawsuit Tests Walmart Marketplace Controls And Investor Confidence

Estée Lauder has filed a federal lawsuit against Walmart, alleging that counterfeit versions of its skincare and fragrance products were sold through Walmart's online marketplace. The case centers on third party sellers on Walmart.com and raises questions about product authenticity controls across the retailer's e commerce operations. The legal action introduces potential legal and reputational risk for Walmart at a time when its online marketplace has become a key part of its retail...
NYSE:CTRE
NYSE:CTREHealth Care REITs

A Look At CareTrust REIT’s (CTRE) Valuation After Strong Results And 2026 Growth Outlook

CareTrust REIT (CTRE) drew investor attention after reporting fourth quarter and full year results that exceeded revenue expectations, alongside higher funds from operations and fresh guidance for 2026. See our latest analysis for CareTrust REIT. The recent update on higher funds from operations and 2026 guidance comes after a strong run in the shares, with a 30 day share price return of 7.44% and a 1 year total shareholder return of 57.78%. This suggests momentum has been building rather...
NasdaqGS:AMGN
NasdaqGS:AMGNBiotechs

UPLIZNA’s Expanded EU Use in Autoimmune Disease Could Be A Game Changer For Amgen (AMGN)

Amgen recently reported that the European Commission approved UPLIZNA (inebilizumab) as an add-on therapy for adults with generalized myasthenia gravis who are anti-acetylcholine receptor or anti-muscle specific tyrosine kinase antibody positive, expanding the drug’s use alongside its prior approvals in neuromyelitis optica spectrum disorder and immunoglobulin G4-related disease. This decision strengthens Amgen’s presence in rare autoimmune conditions, adding a twice-yearly maintenance...
NYSE:UPS
NYSE:UPSLogistics

Is It Time To Reassess United Parcel Service (UPS) After Recent Share Price Rebound

If you are wondering whether United Parcel Service shares are offering fair value at around US$118, you are not alone. This article is designed to help you size up what you are really paying for. The stock has returned 1.3% over the last 7 days, 10.8% over the last 30 days, 16.9% year to date, 9.1% over 1 year, while the 3 year and 5 year returns sit at 25.9% and 10.5% declines. Recent attention on UPS has been shaped by broader debates around parcel volumes, cost inflation and how the...
NYSE:TMHC
NYSE:TMHCConsumer Durables

A Look At Taylor Morrison Home (TMHC) Valuation After Q4 Beat And Expanded Buyback Program

Taylor Morrison Home (TMHC) is back in focus after Q4 2025 results topped Wall Street forecasts on both revenue and earnings, supported by firm demand in higher priced communities and an expanded share buyback plan. See our latest analysis for Taylor Morrison Home. The latest Q4 beat and expanded buyback come after a 90 day share price return of 9.61% and a three year total shareholder return of 80.71%. This suggests momentum has built steadily over time despite some near term volatility. If...
NYSE:SJM
NYSE:SJMFood

A Look At J. M. Smucker (SJM) Valuation After Major Executive Leadership Restructuring

J. M. Smucker (SJM) just reshaped its leadership structure, removing the chief operating officer role and expanding responsibilities for several senior executives. This move could meaningfully influence how investors think about the stock. See our latest analysis for J. M. Smucker. The leadership reshuffle comes after a strong recent run, with a 30 day share price return of 9.25% and a year to date share price return of 14.88%, in contrast to a 15.83% decline in total shareholder return over...
NasdaqGS:WTW
NasdaqGS:WTWInsurance

Assessing Willis Towers Watson’s Valuation After Stock Pullback Mixed Earnings And RiskAgility FM Upgrade

Willis Towers Watson (WTW) has moved into focus after a sharp pullback from its late 2025 share price peak, mixed quarterly earnings, sector jitters around AI distribution, and a fresh upgrade to its RiskAgility FM platform. See our latest analysis for Willis Towers Watson. Recent volatility has been sharp, with a 7 day share price return of 13.55% and a 30 day share price return of 13.57% pulling Willis Towers Watson back to US$282.98, even though the 3 year total shareholder return of...
NasdaqGM:PTGX
NasdaqGM:PTGXBiotechs

Protagonist Therapeutics (PTGX) Valuation Check After Strong Multi Year Shareholder Returns

Protagonist Therapeutics (PTGX) is back on investor watchlists after recent trading moves, with its latest close at US$81.93 highlighting how the market is currently pricing its late stage pipeline and revenue profile. See our latest analysis for Protagonist Therapeutics. Recent trading has been choppy, with a 1.9% single day share price decline and a modest 7 day share price gain. However, the 1 year total shareholder return of 111.8% and the very large 3 year total shareholder return of...