U.S. Tobacco Stock News

NasdaqGS:HOOD
NasdaqGS:HOODCapital Markets

Assessing Robinhood Markets (HOOD) Valuation After Recent Volatility And Strong Profitability Context

Recent share performance and business snapshot Robinhood Markets (HOOD) has seen its share price move in different directions over recent periods, with a 14% gain in the past day, offset by declines of 17% over the week and around 28% over the month. Over the past 3 months, the stock has recorded a return of about a 39% decline, while year to date it is down roughly 28%. Looking further back, the reported 1-year total return is about 48%, and the 3-year total return is a very large 7x...
NYSE:NUE
NYSE:NUEMetals and Mining

Nucor (NUE) Is Up 6.6% After Earnings Beat And Strong 2026 Outlook Has The Bull Case Changed?

Nucor Corporation has reported its fourth-quarter and full-year 2025 results, with annual sales rising to US$32.49 billion while net income eased to US$1.74 billion, and quarterly earnings improving year over year. Alongside completing a multiyear US$3.59 billion share repurchase program, Nucor issued guidance pointing to higher first-quarter 2026 earnings across all three operating segments. We’ll now examine how Nucor’s expectation of higher first-quarter 2026 earnings across all segments...
NasdaqGS:RVMD
NasdaqGS:RVMDBiotechs

First-in-Human RMC-5127 Trial Could Be A Game Changer For Revolution Medicines (RVMD)

Revolution Medicines recently dosed the first patient in its first-in-human trial of RMC-5127, an open-label study assessing safety, tolerability, pharmacokinetics and early antitumor activity in RAS G12V-mutated solid tumors that have progressed after standard therapies. This marks a key pipeline milestone targeting RAS G12V, the second most common driver of RAS-addicted cancers in the US, affecting roughly 48,000 patients annually. We will now examine how initiating first-in-human testing...
NasdaqCM:DVLT
NasdaqCM:DVLTSemiconductor

Datavault AI TV Push Highlights Enterprise AI Story And Investor Questions

Datavault AI (NasdaqCM:DVLT) is appearing as a TV commercial sponsor on a prominent international business program airing on Bloomberg Television. The sponsorship highlights the company’s enterprise AI and digital infrastructure offerings focused on secure data monetization. The campaign is aimed at audiences across key regions including the US, MENA, and Latin America. For investors, this TV presence puts a spotlight on how Datavault AI positions its enterprise AI and data infrastructure...
NasdaqGS:KMB
NasdaqGS:KMBHousehold Products

Kimberly-Clark (KMB) Valuation Check After Higher Dividend Earnings Guidance And Ongoing Buybacks

Why Kimberly-Clark Stock Is Back in Focus Kimberly-Clark (KMB) just packed several updates into one day, including a higher quarterly dividend, fresh 2025 results, new 2026 earnings guidance, and confirmation of ongoing share buybacks. See our latest analysis for Kimberly-Clark. These updates come after a stronger recent run in the share price, with a 7 day share price return of 4.85% and 30 day share price return of 6.55%. However, the 1 year total shareholder return is down 17.37%, so short...
NYSE:KEYS
NYSE:KEYSElectronic

Did Keysight’s (KEYS) AI Data Center and Wireless Validation Push Just Shift Its Investment Narrative?

In recent weeks, Keysight Technologies has rolled out an automated Wireless Coexistence Test Solution, deepened its collaboration with Point2 Technology on validating next‑generation multi‑terabit AI data center interconnects, and outlined comprehensive end‑to‑end AI system design and high‑speed interface demos it showcased at DesignCon 2026. Together, these moves highlight Keysight’s role as an enabling backbone for high‑reliability wireless devices and emerging AI infrastructure, where...
NasdaqGS:RBBN
NasdaqGS:RBBNCommunications

A Look At Ribbon Communications (RBBN) Valuation After 2025 Results And 2026 Revenue Guidance

Why Ribbon Communications is back on investor radar Ribbon Communications (RBBN) has drawn attention after reporting fourth quarter and full year 2025 results alongside fresh 2026 revenue guidance, giving investors updated numbers on profitability and the coming year. The company reported fourth quarter 2025 revenue of US$227.32 million compared with US$251.36 million a year earlier, while net income moved to US$89.07 million from US$6.36 million. Full year revenue was US$844.56 million...
NYSE:TWO
NYSE:TWOMortgage REITs

A Look At Two Harbors Investment (TWO) Valuation After Its Sharp Profitability Reversal

Two Harbors Investment earnings reset draws investor focus Two Harbors Investment (TWO) has come under fresh scrutiny after reporting fourth quarter net income of US$11.72 million and a full year net loss of US$454.3 million, marking a sharp reversal in profitability. See our latest analysis for Two Harbors Investment. The latest results appear to have shifted sentiment, with the share price down 7.54% on the day of the announcement and a 9.73% 30 day share price return. This is in contrast...
NYSE:RRX
NYSE:RRXElectrical

Assessing Regal Rexnord’s Valuation After Earnings Spark Strong Backlog And Margin Momentum

Earnings event puts Regal Rexnord in focus Regal Rexnord (RRX) is back on investors’ radar after its latest quarterly earnings, where higher adjusted earnings, net income, and operating margins coincided with strong demand in data center, automation, and aerospace markets. See our latest analysis for Regal Rexnord. The earnings news has gone hand in hand with a sharp re-rating in the share price, with a 1-day share price return of 5.9%, a 30-day share price return of 38.8%, and a 1-year total...
NYSE:BHC
NYSE:BHCPharmaceuticals

Reassessing Bausch Health Companies (BHC) Valuation After Recent Share Price Swings

Recent share performance and why Bausch Health Companies (BHC) is on investors’ radar Bausch Health Companies (BHC) has drawn attention after recent trading, with the share price at $5.88 and mixed return figures over the past week, month, and past 3 months prompting fresh questions about its valuation. See our latest analysis for Bausch Health Companies. That 2.62% 1 day share price return and 2.08% 7 day share price return sit against a weaker backdrop, with a 30 day share price return of a...
NYSE:ASH
NYSE:ASHChemicals

Is Ashland’s Q1 Results, Buybacks And New Partnership Altering The Investment Case For Ashland (ASH)?

Ashland Inc. recently reported first-quarter 2026 results, with sales of US$386 million versus US$405 million a year earlier and a net loss of US$12 million compared with US$165 million, while also completing a US$480.07 million share repurchase program begun in June 2023. In parallel, Univar Solutions B.V. announced an exclusive EMEA food and beverage distribution partnership for Ashland’s cellulose ethers, and Ashland issued full-year 2026 sales guidance of US$1.84 billion to US$1.91...
NasdaqGS:NTRS
NasdaqGS:NTRSCapital Markets

Assessing Northern Trust (NTRS) Valuation After Earnings Beat And Higher Profitability Targets

Why Northern Trust’s Latest Earnings and Leadership News Matter Northern Trust (NTRS) recently reported fourth quarter results that topped market expectations, supported by stronger pre tax pre provision income, lower provision expenditures, and revenue that also beat forecasts. Management also raised its medium term pre tax margin and return on equity targets. This drew positive reactions from several analysts and has put fresh attention on how the stock is priced today. See our latest...
NYSE:HP
NYSE:HPEnergy Services

Helmerich & Payne Debt Cut Highlights Cash Generation And Dividend Resilience

Helmerich & Payne (NYSE:HP) recently reduced its term loan by US$260 million ahead of schedule. The company reported strong free cash flow while covering rig reactivation costs in international markets. Dividends were maintained even as the rig market has been soft. For you as an investor, this mix of debt reduction and steady cash generation is a notable development. Helmerich & Payne is a contract driller focused on providing rigs and related services to energy producers, a segment that...
NYSE:VTOL
NYSE:VTOLEnergy Services

What Bristow Group (VTOL)'s $500 Million Debt Refi and ABL Extension Means For Shareholders

Bristow Group Inc. recently closed a US$500 million private offering of 6.750% senior secured notes due 2033 and amended its asset-based revolving credit facility, extending its maturity to 2031 while adjusting total commitments. By refinancing its 6.875% senior secured notes due 2028 and extending its credit facility, Bristow has reshaped its debt profile and liquidity options. We’ll now examine how this large-scale refinancing, particularly the extension of the ABL Facility to 2031,...
NYSE:EVEX
NYSE:EVEXAerospace & Defense

Does Eve Holding (EVEX) Securing AirX eVTOL Orders Clarify Its Asia-Pacific Growth Blueprint?

Earlier in February 2026, Eve Air Mobility announced a binding order from Tokyo-based AirX for up to 50 eVTOL aircraft, with initial deliveries planned for 2029 to support zero-emission urban and regional travel in Japan. This agreement, Eve’s second binding order and first major commercial foothold in Asia-Pacific, highlights rising interest in sustainable air mobility and adds to the company’s growing global partnership pipeline. Next, we will examine how this Asia-Pacific expansion...
NasdaqGS:EZPW
NasdaqGS:EZPWConsumer Finance

EZCORP (EZPW) Is Up 18.5% After Record Q1 Earnings And New Buyback Plan - What's Changed

In early February 2026, EZCORP, Inc. reported record first-quarter results, with revenue of US$382.02 million and net income of US$44.3 million, alongside announcing a new US$50 million, three-year share repurchase program funded by cash flows and cash on hand. The company also highlighted two recent acquisitions, a strong U.S. and Latin American M&A pipeline, and ample liquidity, underscoring its focus on scale and disciplined capital deployment. Next, we’ll examine how EZCORP’s record...
NYSE:SITE
NYSE:SITETrade Distributors

Assessing SiteOne Landscape Supply (SITE) Valuation After Recent Share Price Momentum

Why SiteOne Landscape Supply Is Back on Investors’ Radar SiteOne Landscape Supply (SITE) has caught attention after recent share price moves, with the stock showing gains over the past month and past 3 months that stand out against its longer term total return record. See our latest analysis for SiteOne Landscape Supply. The recent 19.8% 3 month share price return, alongside a 19.9% year to date share price gain and 11.9% 1 year total shareholder return, points to momentum rebuilding after...
NasdaqGS:NAVN
NasdaqGS:NAVNHospitality

Navan’s Yahoo Win And Qantas Link Highlight Growth And Valuation Gap

Navan (NasdaqGS:NAVN) has been selected by Yahoo as its unified travel and expense platform, highlighting a new enterprise customer win. The company has also strengthened its NDC integration with Qantas, expanding access to airline content and exclusive traveler benefits. These updates underline Navan’s focus on AI driven automation, cost control and next generation airline distribution technology in corporate travel. For you as an investor, this places Navan in a clearer spot within the...
NYSE:F
NYSE:FAuto

Will Ford's F-150 EV Cancellation and Ford Energy Pivot Change Ford Motor's (F) Narrative

Ford Motor Company’s board declared a past first-quarter regular dividend of US$0.15 per share, payable on March 2, 2026, to shareholders of record as of February 13, 2026, while also naming Lisa Drake president of the newly formed Ford Energy unit to lead its battery and energy storage operations. Together with Ford’s decision to cancel the all-electric F-150 and record a US$19.50 billion charge, these moves highlight a significant recalibration of its electric and energy transition...
NYSE:ATI
NYSE:ATIAerospace & Defense

ATI (ATI) Valuation Check After Earnings Growth And Completed Share Buyback Program

Earnings update and completed buyback ATI (ATI) shares were in focus after the company released fourth quarter and full year 2025 results, reporting higher annual sales and earnings. The company also completed its share repurchase program, with no buyback activity in the most recent quarter. See our latest analysis for ATI. The latest earnings release and completed buyback update come after a strong run in the stock, with a 90 day share price return of 36.42% and a 1 year total shareholder...
NYSE:CRS
NYSE:CRSAerospace & Defense

A Look At Carpenter Technology (CRS) Valuation After Raised Guidance And Strong Quarterly Earnings

Carpenter Technology (CRS) is back in focus after its latest quarterly report, which paired higher sales and net income with raised operating income guidance for both the third quarter and full fiscal year 2026. See our latest analysis for Carpenter Technology. The raised guidance and recent buyback sit alongside strong price action, with a 17.3% 7 day share price return, 13.2% 90 day share price return and a very large 5 year total shareholder return. Taken together, these factors suggest...
NYSE:SCCO
NYSE:SCCOMetals and Mining

A Look At Southern Copper (SCCO) Valuation After Strong Earnings And Higher Cash And Stock Dividend

Earnings and dividend announcements put Southern Copper in focus Southern Copper (SCCO) is back on investors’ radar after reporting fourth quarter and full year 2025 earnings, alongside a fresh dividend announcement that combines a cash payout with a stock component. See our latest analysis for Southern Copper. The earnings release and richer dividend package have arrived alongside a strong run in the shares, with a 30 day share price return of 17.31% and a 1 year total shareholder return of...