U.S. Tobacco Stock News

NYSE:WAT
NYSE:WATLife Sciences

Waters Targets Growth With MaxPeak Columns And Four-Division Realignment

Waters Corporation (NYSE:WAT) introduced new high-sensitivity liquid chromatography columns featuring MaxPeak Premier Technology. The company completed a realignment of its operations into four focused divisions aimed at adjacent high-growth markets. Waters, a long-established player in analytical instruments and laboratory solutions, is using this product launch and business realignment to sharpen its role in analytical sciences and diagnostics. The new columns with MaxPeak Premier...
NYSE:RYN
NYSE:RYNSpecialized REITs

Rayonier PotlatchDeltic Merger Reshapes Timberland Scale And Investor Outlook

Rayonier has closed its merger with PotlatchDeltic, forming a larger timberland REIT that will operate under the Rayonier name for now. The combined company significantly expands timberland holdings across key softwood regions in the U.S. and New Zealand. A new corporate name and ticker are expected later in the first quarter, while shares currently trade as NYSE:RYN at $23.5. For you as an investor, this merger shifts Rayonier, NYSE:RYN, into a different league in terms of size and...
NasdaqGS:DOCU
NasdaqGS:DOCUSoftware

Assessing DocuSign (DOCU) Valuation As Goldman Sachs Flags Rising AI Automation Risk

AI concerns put DocuSign in focus Goldman Sachs’ new AI themed pair trade has put DocuSign (DOCU) under the microscope, after the firm tagged the e-signature provider as potentially exposed to automation risk on the short side. For investors, that classification raises fresh questions about how DocuSign’s US$3.2b revenue business, built around electronic signatures and broader agreement management tools, might be valued if markets increasingly separate perceived AI beneficiaries from...
NYSE:LLY
NYSE:LLYPharmaceuticals

Assessing Eli Lilly (LLY) Valuation After Recent Share Price Pullback

Assessing Eli Lilly after recent performance Eli Lilly (LLY) has drawn attention after a recent share price pullback, with the stock down about 2% over the past month and 2% over the past 3 months, prompting fresh questions on valuation. See our latest analysis for Eli Lilly. The recent pullback sits within a mixed picture, with a 1-day share price return of a 1.5% decline and a year-to-date share price return of a 5.5% decline. Meanwhile, the 1-year total shareholder return is 18.6% and the...
NYSE:U
NYSE:USoftware

Why Unity (U) Is Down 13.4% After Soft Q1 2026 Outlook and Leadership Changes

Unity Software recently reported its fourth-quarter and full-year 2025 results, showing revenue rising to US$503.09 million for the quarter and US$1.85 billion for the year, while net losses and per-share losses narrowed compared with 2024. Around the same time, Unity issued first-quarter 2026 revenue guidance of US$480 million to US$490 million, filed a US$508.27 million shelf registration for ESOP-related common stock, and announced board and accounting leadership changes that could...
NYSE:QUAD
NYSE:QUADCommercial Services

Quad Graphics (QUAD) Return To Profitability Tests Bullish Margin Expansion Narrative

Quad/Graphics (QUAD) closed out FY 2025 with fourth quarter revenue of $630.6 million and basic EPS of $0.23, alongside net income of $11.1 million. Over the past few quarters, the company has seen revenue move from $708.4 million and EPS of $0.10 in Q4 2024 through $629.4 million and $0.12 in Q1 2025, $571.9 million and roughly breakeven EPS in Q2 2025, then $588 million and $0.21 in Q3 2025. This frames a year where profitability settled in at a trailing twelve month EPS of $0.57 on $2.4...
NYSE:UNH
NYSE:UNHHealthcare

UnitedHealth Guidance Halt And CEO Change Reframe Valuation And Risk Outlook

UnitedHealth Group suspended its earnings guidance after an unanticipated surge in medical costs. The company replaced its CEO as it confronts ongoing regulatory investigations. UnitedHealth Group is also facing a government probe into its Medicare billing practices. For investors watching NYSE:UNH, this cluster of events marks a clear inflection point. The share price stands at $288.2, with returns down 12.9% over the past 30 days and 14.3% year to date. Over the past year, the stock shows...
NYSE:LXP
NYSE:LXPIndustrial REITs

LXP Industrial Trust (LXP) Is Down 7.0% After 2025 Results, Buyback Completion And 2026 Guidance Update

LXP Industrial Trust recently reported its fourth-quarter and full-year 2025 results, showing lower quarterly sales and earnings but higher full-year net income, alongside disclosure that it has now completed a long-running share repurchase program totaling 23,207,370 shares for US$223.45 million. At the same time, the company issued 2026 guidance that frames a wide range for net income per share and outlines expectations for Adjusted Company FFO, giving investors fresh context on how its...
NYSE:DINO
NYSE:DINOOil and Gas

HF Sinclair (DINO) Q3 EPS Rebound Tests Bearish Volatility Narrative

HF Sinclair (DINO) has just posted its FY 2025 third quarter numbers, with revenue of US$7.3b and basic EPS of US$2.16, set against trailing 12 month earnings growth of 18.7%. The company has seen revenue move from US$7.2b in Q3 2024 to US$7.3b in Q3 2025, while quarterly EPS shifted from a loss of US$0.40 to EPS of US$2.16. The trailing net profit margin sits at 1.5% versus 1.1% last year, giving investors a clearer view of how the earnings profile is shaping up. Taken together, these...
NasdaqGM:HLMN
NasdaqGM:HLMNMachinery

Hillman Solutions (HLMN) EPS Surge Of 134.9% Tests Bullish Margin Narratives

Hillman Solutions (HLMN) has wrapped up FY 2025 with fourth quarter revenue of US$365.1 million and basic EPS of roughly US$0.01, rounding out a trailing twelve month picture that shows US$1.6 billion of revenue and EPS of about US$0.20. Over the past six reported quarters, revenue has moved from US$349.6 million in Q4 2024 to US$365.1 million in Q4 2025. Quarterly EPS has ranged from a small loss of about US$0.00 in early 2025 to US$0.12 in Q3 before easing back to roughly US$0.01 in the...
NYSE:NPO
NYSE:NPOMachinery

Enpro (NPO) Margin Improvement And 59.7% Earnings Growth Reinforce Bullish Narratives

Enpro (NPO) has put up another solid set of numbers for FY 2025 so far, with Q3 revenue at US$286.6 million and basic EPS of US$1.02. Trailing twelve month EPS sits at US$4.11 on US$1.1 billion of revenue. The company has seen revenue move from US$1.04 billion with EPS of US$2.58 over the twelve months to Q3 2024 to US$1.1 billion with EPS of US$4.11 over the latest twelve month window. This has come alongside earnings growth of 59.7% and an uptick in net profit margin from 5.2% to 7.8%,...
NasdaqGM:BBNX
NasdaqGM:BBNXMedical Equipment

Beta Bionics (BBNX) Revenue Growth Outpaces Persistent Losses And Tests Bullish Narratives

Beta Bionics (BBNX) just closed out FY 2025 with Q4 revenue of US$32.1 million and a net loss of US$13.5 million, which translated to EPS of US$0.30 loss, while trailing 12 month revenue reached US$100.3 million alongside a net loss of US$73.2 million and EPS of US$1.81 loss. Over recent quarters the company has seen revenue move from US$17.6 million and EPS of US$0.93 loss in Q1 2025 to US$27.3 million and EPS of US$0.33 loss in Q3 2025, before landing at the latest Q4 run rate. For...
NYSE:ROG
NYSE:ROGElectronic

Rogers (ROG) Turns Q4 Profit But TTM Losses Keep Bull Narratives Under Pressure

Rogers (ROG) has just wrapped up FY 2025 with Q4 revenue of US$201.5 million and basic EPS of US$0.26, alongside net income of US$4.6 million. Its trailing twelve month figures show revenue of US$810.8 million and a net loss of US$61.8 million, equal to a basic EPS loss of US$3.40. Over recent quarters the company has reported revenue moving from US$192.2 million in Q4 2024 to a range of US$190.5 million to US$216 million through FY 2025, with quarterly basic EPS varying between a loss of...
NasdaqGS:PTC
NasdaqGS:PTCSoftware

How PTC’s (PTC) New FlexPLM Win with SPG Shapes Its Intelligent PLM Investment Story

In February 2026, PTC announced that SPG Company selected its cloud-based FlexPLM solution to replace a legacy PLM system and modernize end-to-end product lifecycle operations, aiming to improve data accuracy, collaboration, and development speed. This client win reinforces PTC's vision for an Intelligent Product Lifecycle, where a unified product data foundation can underpin AI-driven transformation across large enterprises. Next, we’ll examine how SPG’s move to FlexPLM, especially its...
NYSE:CMRE
NYSE:CMREShipping

Costamare (NYSE:CMRE) Margin Compression To 14.4% Puts Long Term Bull Case Under Scrutiny

Costamare (NYSE:CMRE) has put up another solid set of shipping numbers, with third quarter FY 2025 revenue of US$225.2 million and EPS of US$0.77, while trailing twelve month revenue sits at about US$2.1 billion with EPS of US$2.50. Over the past few reported periods, revenue has ranged from US$217.9 million to US$548.4 million a quarter and EPS from US$0.25 to US$0.90. This gives investors a clearer view of how earnings power has shifted across the cycle and where current margins are...
NasdaqGS:LBTY.A
NasdaqGS:LBTY.ATelecom

Liberty Global (LBTY.A) Quarterly Loss Narrows Yet LTM US$1.9b Loss Reinforces Bearish Narratives

Liberty Global (LBTY.A) has reported another tough set of numbers for FY 2025, with Q3 revenue of US$1,207.1 million and a basic EPS loss of US$0.27, alongside trailing 12 month revenue of US$4.8 billion and a basic EPS loss of US$5.47. Over recent periods, the company has seen revenue move from US$1,069.5 million in Q3 2024 to US$1,207.1 million in Q3 2025, while EPS has shifted from a loss of US$4.0 in Q3 2024 to a loss of US$0.27 in Q3 2025. Overall, the latest figures keep the spotlight...
NYSE:CLH
NYSE:CLHCommercial Services

Clean Harbors Net Margin Compression Challenges Bullish High P E Narrative

Clean Harbors FY 2025 Earnings Snapshot Clean Harbors (CLH) has posted another solid set of FY 2025 numbers, with Q3 revenue of US$1.5b and basic EPS of US$2.22, alongside trailing twelve month revenue of US$6.0b and EPS of US$7.23. The company has seen quarterly revenue move between US$1.4b and US$1.6b over the past six reported periods, while basic EPS has ranged from US$1.09 to US$2.47, giving investors a clear view of how earnings track against the current revenue base. With a trailing...
NYSE:LEVI
NYSE:LEVILuxury

Does Jefferies’ DTC-Focused Coverage Shift Change The Bull Case For Levi Strauss (LEVI)?

Earlier this month, Jefferies began covering Levi Strauss & Co., highlighting its shift to a direct-to-consumer-first, head-to-toe denim lifestyle brand and the company’s focus on premium and lifestyle initiatives. Jefferies’ upbeat commentary, echoed by CEO Michelle Gass’s claim that Levi’s has reached an inflection point with faster growth and improved profitability, shines a light on how the brand’s repositioning could reshape expectations for its next phase. We’ll now examine how...
NasdaqGS:HCKT
NasdaqGS:HCKTIT

Hackett Group (HCKT) Margin Compression Challenges Bullish Gen AI Earnings Narrative

Hackett Group FY 2025 earnings snapshot Hackett Group (HCKT) has wrapped up FY 2025 with fourth quarter revenue of about US$75.8 million and basic EPS of US$0.21, alongside trailing twelve month revenue of US$305.6 million and EPS of US$0.47 that sit against a net profit margin of 4.2% for the period. Over recent quarters, the company has seen revenue move between US$72.2 million and US$77.6 million, while quarterly EPS ranged from US$0.06 to US$0.31 and trailing EPS shifted from US$1.23 to...
NYSE:TSM
NYSE:TSMSemiconductor

Tariff Cuts And US Investments Reframe TSMC Growth And Valuation Story

The US and Taiwan have agreed to lower tariffs on Taiwanese imports, directly affecting Taiwan Semiconductor Manufacturing’s export terms into the US market. The Taiwanese government has pledged new investments in US semiconductor, energy, and AI sectors, with major commitments from Taiwan Semiconductor Manufacturing. These moves mark a shift in cross border cooperation that could influence how semiconductor supply chains and technologies are structured globally. Taiwan Semiconductor...
NasdaqGS:BELF.A
NasdaqGS:BELF.AElectronic

Bel Fuse (BELF.A) Quarterly Loss Tests Bullish Earnings Growth Narrative

Bel Fuse (BELF.A) has wrapped up FY 2025 with Q4 revenue of US$175.9 million and a basic EPS loss of US$0.43, while trailing twelve month figures show revenue of US$675.5 million and EPS of US$4.87, underpinned by trailing earnings growth of 50.2% year over year. The company has seen revenue step up from US$534.8 million on a trailing basis in Q4 2024 to US$675.5 million in Q4 2025, with net income rising from US$41.0 million to US$61.5 million over the same period, setting the stage for...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

SoFi Blockchain Bet And Stablecoin Launch Tested Against Valuation Concerns

SoFi Technologies (NasdaqGS:SOFI) has introduced blockchain-enabled cross-border payments using the Bitcoin Lightning Network. The company has also launched its own stablecoin, SoFiUSD, aimed at supporting faster and lower-cost international transfers. These new products are positioned to target the remittance market and expand SoFi's role in decentralized finance. SoFi shares last closed at $19.54. The stock has shown a 20.8% return over the past year, while also recording a 25.2% decline...
NYSE:TWLO
NYSE:TWLOIT

Twilio Results And Moody’s Upgrade Raise Questions On Valuation And AI Potential

Twilio (NYSE:TWLO) reported quarterly results that exceeded prior expectations, with organic revenue contributions from its voice and AI products. The company highlighted outperformance in its voice business and AI driven revenue within its latest Q4 update. Moody’s upgraded Twilio’s credit rating, citing changes in its financial stability and a different view of its market position. Twilio runs communications tools that help businesses manage voice, messaging, and customer engagement, and...