U.S. Tobacco Stock News

NYSE:KKR
NYSE:KKRCapital Markets

Record AUM, Insider Buying And Platform Expansion Could Be A Game Changer For KKR (KKR)

In recent weeks, KKR & Co. Inc. reported fourth-quarter 2025 revenue of US$5,739.31 million and net income of US$1,145.91 million, affirmed a quarterly dividend of US$0.185 per share, and saw a director purchase 50,000 shares amid continued expansion in data centers, logistics real estate and sports investing. Together, the insider buying, record assets under management exceeding US$740 billion, and pursuit of assets like Ausgrid’s Plus ES highlight KKR’s emphasis on scaling fee-generating...
NasdaqGS:DKNG
NasdaqGS:DKNGHospitality

DraftKings Extends Prediction Markets Beyond Sports With Cryptocom Partnership

DraftKings (NasdaqGS:DKNG) is expanding its federally regulated prediction markets through a new partnership with Crypto.com and integration of Railbird Exchange. The move adds event contracts tied to new categories, including additional sports, culture, entertainment, and politics. Railbird Exchange integration is expected to support player specific event contracts within DraftKings' prediction offerings. For you as an investor, this move takes DraftKings beyond its core of online sports...
NYSE:BRK.A
NYSE:BRK.ADiversified Financial

Berkshire’s New Era With Greg Abel And A Reworked Tech Portfolio

Warren Buffett is stepping down as CEO of Berkshire Hathaway (NYSE:BRK.A), with Greg Abel taking over leadership of the conglomerate. The leadership change comes alongside a reshaped equity portfolio, including a large new investment in Alphabet and a fresh stake in The New York Times. Berkshire has also cut its positions in long held tech names Apple and Amazon, signaling a different balance in its public equity holdings. Berkshire Hathaway sits at the center of U.S. corporate life, with...
NYSE:LZB
NYSE:LZBConsumer Durables

Assessing La Z Boy (LZB) Valuation After A Recent Pullback In Share Performance

Context for La-Z-Boy’s Recent Share Performance La-Z-Boy (LZB) has attracted fresh attention as investors weigh its recent share performance, with a 1 day decline of about 1% and a roughly 3% pullback over the past month. See our latest analysis for La-Z-Boy. Looking beyond the recent pullback, La-Z-Boy’s share price return over the past 90 days is 6.63%, while its 1 year total shareholder return is a loss of 14.31% and its 3 year total shareholder return is 47.56%. This suggests that shorter...
NYSE:BEN
NYSE:BENCapital Markets

Assessing Franklin Resources (NYSE:BEN) Valuation After Q4 Beat And Binance Tokenized Collateral Launch

Franklin Resources (BEN) is back in focus after a fourth quarter that topped Wall Street expectations, supported by broad-based net inflows and record assets under management, as well as a new tokenized collateral program with Binance. See our latest analysis for Franklin Resources. The recent Q4 beat, record assets under management and the Binance tokenized collateral launch have come alongside a 90 day share price return of 28.22% and a 1 year total shareholder return of 39.10%. Together,...
NYSE:V
NYSE:VDiversified Financial

Is Visa’s SME Workflow Push With Embedded Payments Quietly Reframing The Investment Case For Visa (V)?

In early February 2026, Banqup SA announced a partnership with Visa to embed Visa Direct and virtual commercial card credentials into its European e‑invoicing and business administration platform, while Visa also launched its Visa & Main program in the US with a US$100 million working capital facility for small businesses via Lendistry. Together, these moves position Visa more deeply inside everyday SME workflows on both sides of the Atlantic, turning regulatory compliance and digital...
NYSE:GIC
NYSE:GICTrade Distributors

Is Global Industrial’s (GIC) PWHL Deal a Smart Brand Bet or a Strategic Distraction?

Global Industrial Company recently became the Official Industrial Supplies Partner of the Professional Women's Hockey League (PWHL), its first-ever sports league partnership supporting game-day operations across U.S. and Canadian teams. This collaboration links the company’s B2B industrial brand to a growing professional sports platform, potentially deepening customer engagement and expanding its visibility with corporate and institutional buyers. Next, we’ll examine how Global Industrial’s...
NYSE:AU
NYSE:AUMetals and Mining

Is It Time To Reassess AngloGold Ashanti (NYSE:AU) After NYSE Move And 246.5% Rally?

If you are wondering whether AngloGold Ashanti at around US$106 per share still offers value after a strong run, this article will walk through what the current price might imply. The stock has had a mixed short term patch, with a 2.2% decline over the last 7 days, a 7.2% gain over 30 days, and returns of 24.0% year to date and 246.5% over the past year, while the 3 year return is very large and the 5 year return is more than 4x. Recent coverage has focused on AngloGold Ashanti's move to the...
NasdaqGS:MAR
NasdaqGS:MARHospitality

Is Marriott International (MAR) Pricing In Too Much Optimism After Strong Multi‑Year Share Gains

If you are wondering whether Marriott International's current share price lines up with its underlying value, you are not alone. This article will walk through what the numbers are actually saying. At a last close of US$359.94, the stock has returns of 0.2% over 7 days, 10.5% over 30 days, 14.8% year to date, 26.0% over 1 year, 117.3% over 3 years and 149.6% over 5 years, which raises a fair question about how much of the story is already reflected in the price. Recent news flow around...
NYSE:XPEV
NYSE:XPEVAuto

Did XPeng’s (XPEV) Antom-Powered Charging Integration Just Reframe Its Software-Centric Expansion Narrative?

On 9 February 2026, XPeng announced it had launched start-and-stop charging payment functionality in its Hong Kong app, integrating Ant International’s Antom platform and initially enabling AlipayHK payments at over 1,600 public EV chargers. The partnership positions XPeng to unify fragmented charging payments across regions by embedding more than 300 global and local methods directly into its app, potentially strengthening its broader smart-mobility ecosystem. Next, we’ll examine how this...
NYSE:WES
NYSE:WESOil and Gas

Do Insider Moves and Preferred Units Shift the Capital Structure Story for Western Midstream (WES)?

Western Midstream Partners recently saw Senior Vice President Christopher B. Dial exercise options for 61,769 common units and sell or dispose of 10,137 units, while the partnership also amended its operating agreement after merging with Aris Water Solutions to issue preferred units. These insider transactions and structural changes, arriving just before Western Midstream’s fourth-quarter earnings release on February 18, 2026, highlight how governance, capital structure, and upcoming...
NYSE:SPHR
NYSE:SPHREntertainment

Sphere Entertainment (SPHR) Valuation Check As Strong Q4 Beat And Expansion Plans Lift Growth Hopes

Sphere Entertainment (SPHR) is back in focus after fourth quarter results topped analyst expectations, with higher revenue, positive net income and strong demand for immersive shows such as The Wizard of Oz at Sphere. See our latest analysis for Sphere Entertainment. The latest earnings surprise and ongoing analyst upgrades have arrived alongside a strong 90 day share price return of 47.44% and a 1 year total shareholder return of 140.79%. This suggests momentum has strengthened over both...
NasdaqGS:BCPC
NasdaqGS:BCPCChemicals

Balchem’s Efficiency-Driven Cash Flows Raise New Questions About Its Expansion Playbook (BCPC)

Balchem recently passed the “Caviar Cruise” quality investing screen, reflecting solid revenue and profit growth, high returns on invested capital, and strong free cash flow generation. The faster expansion in EBIT relative to revenue, alongside low debt and strong cash conversion, points to meaningful gains in operational efficiency and financial resilience. We’ll now examine how Balchem’s improved profitability and cash generation profile may influence the existing investment narrative...
NYSE:NEM
NYSE:NEMMetals and Mining

Newmont’s Record Cash Flow Reshapes Balance Sheet And Valuation Outlook

Newmont (NYSE:NEM) is reporting record free cash flow as gold prices reach historic highs. The company is using this cash to reduce debt and repurchase shares, supported by its large, diverse portfolio. Management is focusing on operational discipline while the gold sector faces cost and production challenges. Newmont is one of the largest gold producers globally, with a broad mix of assets that gives it multiple sources of cash generation. With gold prices sitting at historic highs, that...
NYSE:UE
NYSE:UERetail REITs

Should Urban Edge’s Strong 2025 Results and Higher Dividend Require Action From Urban Edge Properties (UE) Investors?

Urban Edge Properties recently reported full-year 2025 results showing revenue of US$471.94 million and net income of US$93.54 million, alongside an 11% increase in its annual common dividend to US$0.84 per share declared in February 2026. The combination of higher earnings, an increased dividend, and management’s guidance for 2026 net income highlights management’s confidence in the REIT’s cash flow profile and redevelopment-driven growth plans. We’ll now examine how the stronger 2025...
NYSE:JOE
NYSE:JOEReal Estate

Is It Too Late To Consider St. Joe (JOE) After Its Strong 1 Year Run?

If you are wondering whether St. Joe is still reasonably priced after its recent run, this article walks through what the current share price might be implying about value. The stock most recently closed at US$71.11, with returns of 0.9% over 7 days, 8.7% over 30 days, 18.9% year to date, 50.0% over 1 year, 65.4% over 3 years and 44.9% over 5 years. This raises fair questions about how the current valuation stacks up. Recent news flow around St. Joe has mainly focused on its position in real...
NasdaqGS:AMD
NasdaqGS:AMDSemiconductor

Is It Too Late To Consider AMD (AMD) After Its Recent Pullback From Highs

Wondering if Advanced Micro Devices (AMD) is still reasonably priced after a strong run, or if you would be paying too much for growth today? The stock closed at US$203.08, with a 1 year return of 77.7% and a 3 year return of 164.5%. However, the 7 day, 30 day and year to date returns of 4.9%, 12.4% and 9.1% declines may have some investors reassessing the balance between upside and risk. Recent headlines around AMD have focused on its role in high performance computing and graphics and how...
NYSE:CRM
NYSE:CRMSoftware

Evaluating Salesforce (CRM) After A Steep Share Price Slide And Perceived Valuation Gap

Salesforce (CRM) is back in focus after a sustained share price slide. The stock has shown negative returns over the past week, month, and past 3 months, prompting investors to reassess expectations and valuation. See our latest analysis for Salesforce. Stepping back, Salesforce’s 1 day share price return of 2.86% decline and 30 day share price return of 18.85% decline have pulled the year to date share price return to a 27.34% decline. The 1 year total shareholder return of 43.61% decline...
NYSE:RSG
NYSE:RSGCommercial Services

Republic Services Governance Shifts Highlight Sustainability Focus And Valuation Gap

Republic Services (NYSE:RSG) has amended its bylaws to expand its exclusive forum provision, affecting how and where certain shareholder disputes may be heard. The company has also appointed Ian Craig to its board, an executive known for work in digital transformation and sustainability. These governance moves are being assessed by investors for their implications on shareholder rights and long term corporate direction. Republic Services, a major US waste and environmental services...
NYSE:AEO
NYSE:AEOSpecialty Retail

Does American Eagle (AEO) Signal a Deeper Strategic Shift with Estimate Upgrades and Distribution Cuts?

Recently, American Eagle Outfitters drew heightened analyst attention as upward revisions to consensus earnings and sales estimates led Zacks to assign the company its top Rank #1 (Strong Buy) rating, while a separate decision to close a Massachusetts distribution facility will cut 103 jobs as part of a portfolio-focused restructuring. These developments come against a backdrop of relatively modest 2.2% annual revenue growth over the past three years and questions about capital allocation...
NasdaqGS:RUN
NasdaqGS:RUNElectrical

Does Bullish Options Activity And Estimate Revisions Change The Bull Case For Sunrun (RUN)?

Sunrun recently saw increased investor activity ahead of its late-February 2026 earnings release, with options markets showing heavier call volumes and higher implied volatility as traders positioned around expectations for weaker earnings but stronger revenue. Despite ongoing concerns about leverage and profitability, recent upward revisions to analyst estimates suggest growing optimism about Sunrun’s near-term business prospects among market participants. With bullish options activity...
NasdaqGS:MLKN
NasdaqGS:MLKNCommercial Services

MillerKnoll Term Loan Recast Raises Questions On Debt Risk And Flexibility

MillerKnoll (NasdaqGS:MLKN) has refinanced and replaced its existing term loan with a new long term facility. The new financing arrangement introduces updated interest margins and more flexibility around prepayment. The changes affect MillerKnoll's capital structure and could influence its financial flexibility going forward. MillerKnoll's refinancing lands at a time when the stock trades at $21.65, with a 12.2% return over the past 30 days and an 18.6% return year to date. Over a longer...
NYSE:COR
NYSE:CORHealthcare

How Cencora’s (COR) Shift to Long-Term Notes for OneOncology Has Changed Its Investment Story

Cencora recently completed a US$3.00 billion public offering of unsecured senior notes with staggered maturities from 2029 to 2056, and plans to use most of the proceeds to repay short-term acquisition financing linked to its purchase of OneOncology. By replacing its 364-day term credit with longer-dated fixed-rate bonds, Cencora is reshaping its debt profile in a way that may reduce refinancing risk and improve balance sheet flexibility. Now we’ll explore how refinancing OneOncology-related...
NYSE:MA
NYSE:MADiversified Financial

Mastercard Partnerships With Ericsson And Cloudflare Reframe Growth And Valuation Narrative

Mastercard announced new collaborations with Ericsson and Cloudflare to broaden digital payments access and strengthen cybersecurity. The Ericsson partnership focuses on integrating digital payment solutions to support financial inclusion in underserved markets. The Cloudflare alliance targets development of cybersecurity tools for businesses, infrastructure, and governments globally. Mastercard (NYSE:MA) is taking a twin-track approach, tying together digital inclusion and security at a...