U.S. Tobacco Stock News

NYSE:TMO
NYSE:TMOLife Sciences

Is Thermo Fisher’s Datavant Deal and Clario Financing Altering The Investment Case For TMO?

Earlier in February 2026, Thermo Fisher Scientific’s PPD clinical research business announced a data collaboration with Datavant and completed a US$3.80 billions multi‑tranche senior notes offering, largely to help fund its pending acquisition of Clario Holdings. This combination of enhanced real‑world data capabilities and fresh long-term financing underscores how Thermo Fisher is reinforcing its position across clinical research and evidence generation. Next, we’ll examine how integrating...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

Applied Materials (AMAT) Is Up 8.7% After Strong Q1 Results And Major AI-Focused Expansion Moves

Applied Materials, Inc. recently reported fiscal Q1 2026 results showing sales of US$7,012 million and net income of US$2,026 million, while also settling a US$252.5 million export-control matter with the U.S. Department of Commerce and receiving no-action closures from the Department of Justice and SEC. At the same time, the company is leaning into the AI infrastructure buildout with new 2nm-and-beyond chipmaking tools, a US$5.00 billion EPIC R&D center joined by Samsung, and guidance for...
NYSE:CRH
NYSE:CRHBasic Materials

How Earnings Beat, Higher Dividend And New Buyback Will Impact CRH (CRH) Investors

CRH plc has reported its fourth-quarter and full-year 2025 results, with revenue of US$9,416 million and net income of US$1,025 million in Q4, alongside a 5% increase in the quarterly dividend to US$0.39 per ordinary share and the completion of a large share buyback phase totaling 77,073,466 shares since 2023. Alongside filing its 2025 Annual Report, CRH issued 2026 guidance for net income of US$3.90 billion to US$4.10 billion and diluted EPS of US$5.60 to US$6.05, while launching a new...
NasdaqGS:HOOD
NasdaqGS:HOODCapital Markets

Reassessing Robinhood (HOOD) After Sharp Pullback And Elevated P/E Valuation

If you are trying to figure out whether Robinhood Markets' current share price lines up with its underlying worth, you are in the right place. The stock recently closed at US$75.21, with a 3.5% decline over the last 7 days, a 30.8% decline over 30 days, a 34.7% decline year to date, a 27.0% return over 1 year and a very large positive return over 3 years. Recent headlines around Robinhood have focused on its role in retail trading, regulatory attention on trading platforms and the continued...
NasdaqGS:MBLY
NasdaqGS:MBLYAuto Components

Assessing Mobileye Global (MBLY) Valuation After Recent Share Price Weakness And ADAS Growth Uncertainty

Recent performance snapshot Mobileye Global (MBLY) has drawn fresh attention after a stretch of weak share performance, with the stock down over the past week, month, past 3 months, year, and year to date. At a recent closing price of $9.10, investors are weighing that share performance against the company’s reported annual revenue of $1.894b and a net loss of $392.0m from its advanced driver assistance and autonomous driving business. See our latest analysis for Mobileye Global. The recent...
NYSE:MSI
NYSE:MSICommunications

A Look At Motorola Solutions (MSI) Valuation After Strong Q4 Earnings And AI Product Momentum

Motorola Solutions (MSI) is back in focus after its fourth quarter 2025 report and outlook triggered a sharp stock move, with investors reacting to double digit revenue growth and earnings that surpassed market expectations. See our latest analysis for Motorola Solutions. The 7.7% jump in the share price immediately after the Q4 release, followed by a recent 7 day share price return of 7.24% and 30 day return of 12.73%, suggests building momentum on top of a 3 year total shareholder return of...
NYSE:TAP
NYSE:TAPBeverage

Is Molson Coors (TAP) Pricing Reflect Its Mixed Returns And Cash Flow Outlook

If you are looking at Molson Coors Beverage and wondering whether the current share price lines up with its underlying worth, you are in the right place. The stock closed at US$50.82, with a 7 day return of a 4.6% decline, a 30 day return of 3.8%, a year to date return of 7.2%, a 1 year return of a 12.4% decline, a 3 year return of 5.5% and a 5 year return of 24.2%. Taken together, these figures give a mixed picture of how the market has priced it over different time frames. Recent coverage...
NYSE:TDY
NYSE:TDYElectronic

Will Teledyne's Space-Grade Edge Computing Push with Aitech and QLS1046-Space SoC Change TDY's Narrative

Aitech recently announced that it is continuing its collaboration with Teledyne e2v Semiconductors by integrating Teledyne’s radiation-tolerant QLS1046-Space SoC into its SP1 3U SpaceVPX single-board computer for use in LEO, GEO, lunar, and deep space missions. This deepening role in space-grade edge computing and AI-enabled onboard decision-making highlights Teledyne’s increasing importance in next-generation satellite and spacecraft architectures. We’ll now examine how Teledyne’s expanding...
NYSE:COHR
NYSE:COHRElectronic

Coherent’s OFC 2026 Briefing Tests Photonics Roadmap Against Rich Valuation

Coherent (NYSE:COHR) executives plan to participate in high profile sessions at OFC 2026, a major optical networking conference. The company will host a Technology Innovation Briefing focused on photonics, optical networking, and its technology roadmap. Senior leaders including the CEO and CTO are expected to outline key themes around future products and platforms. For you as an investor, OFC 2026 is a useful window into how Coherent positions its photonics and optical networking portfolio...
NYSE:KD
NYSE:KDIT

A Look At Kyndryl Holdings (KD) Valuation After Filing Delays Are Resolved And Controls Plan Outlined

Kyndryl Holdings (KD) has been back in focus after submitting its delayed quarterly and annual filings. The company outlined a remediation plan for internal controls and confirmed that no corrections to previously filed 2025 quarterly results are required. See our latest analysis for Kyndryl Holdings. The filings news comes after a sharp reset in expectations, with a 30 day share price return of 48.0% and a year to date share price return of 48.5%, alongside a 1 year total shareholder return...
NasdaqGS:POWI
NasdaqGS:POWISemiconductor

A Look At Power Integrations (POWI) Valuation After Mixed Results Cost Cuts And Leadership Changes

Power Integrations (POWI) has been in focus after a cluster of updates, including mixed quarterly results, new revenue guidance, a 7% workforce reduction, a board reshuffle and an upcoming dividend payment. See our latest analysis for Power Integrations. Those mixed earnings, new revenue guidance, workforce reduction and board changes come after a sharp 48.54% 90 day share price return and a 23.14% year to date share price return, set against a 27.44% 1 year total shareholder return decline...
NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Assessing Netflix (NFLX) Valuation After Recent Multi‑Period Share Price Declines

Context around recent Netflix performance Without a specific news catalyst, Netflix (NFLX) is drawing attention after a recent share price slide, with the stock showing negative returns over the past month, the past 3 months, year to date, and over the past year. See our latest analysis for Netflix. At a share price of US$77.99, Netflix’s recent 30 day share price return of 11.38% decline and 90 day share price return of 26.19% decline contrast with a 3 year total shareholder return of...
NasdaqGS:AMRX
NasdaqGS:AMRXPharmaceuticals

Does S&P SmallCap 600 Entry And Parkinson’s Deal Reshape The Bull Case For Amneal Pharmaceuticals (AMRX)?

Amneal Pharmaceuticals, Inc. announced that it has been added to the S&P SmallCap 600 Index and, in a separate move, entered into a research collaboration and option agreement with KeifeRx to develop KFRX06, a preclinical candidate targeting the LRRK2 gene linked to Parkinson's disease. These developments could broaden Amneal’s investor base through index inclusion while expanding its neuroscience pipeline via early-stage Parkinson’s research. Next, we’ll explore how joining the S&P SmallCap...
NasdaqGS:AXTI
NasdaqGS:AXTISemiconductor

AXT Faces Ownership Shift As Revenue Recovers Under Export Restrictions

Pacific Ridge Capital Partners has fully exited its position in AXT (NasdaqGS:AXTI), removing a major institutional shareholder from the register. The divestment comes shortly after AXT reported a revenue turnaround at a time when the company is facing headwinds from China related export restrictions. This shift in ownership occurs as AXT continues to operate under heightened policy and trade scrutiny that directly affects parts of its business. AXT, which supplies compound semiconductor...
NYSE:AM
NYSE:AMOil and Gas

A Look At Antero Midstream (AM) Valuation After Strong Q4 2025 Beat And Optimistic 2026 Outlook

Why Antero Midstream (AM) is back in focus Antero Midstream (AM) is drawing attention after reporting Q4 2025 results that topped forecasts, with adjusted net income, EBITDA and free cash flow after dividends all higher, alongside 2026 guidance calling for double digit net income growth. See our latest analysis for Antero Midstream. Those Q4 2025 results, the 2026 net income guidance of US$485 million to US$535 million, and recent buybacks land against a strong run, with a 14.65% 1 month...
NYSE:GLW
NYSE:GLWElectronic

Corning (GLW) Valuation Check As AI Optical Growth And Meta Deal Fuel Strong Share Price Momentum

Corning (GLW) is back in focus after its Optical Communications sales rose 35% in 2025, supported by enterprise spending tied to Generative AI and carrier demand for data center connectivity. See our latest analysis for Corning. The stock has been on a strong run, with a 40.14% 1 month share price return and 69.18% 3 month share price return, alongside a very large 1 year total shareholder return of 155.40%. This suggests momentum has been building around Corning's data center and AI related...
NYSE:CF
NYSE:CFChemicals

A Look At CF Industries (CF) Valuation After Its Stronger Than Expected Q4 Earnings And Revenue Results

Why CF Industries Holdings (CF) just caught the market’s attention CF Industries Holdings (CF) reported fourth quarter and full year 2025 results with higher sales and net income versus the prior year, along with adjusted earnings that topped analyst expectations despite a US$76 million asset impairment. See our latest analysis for CF Industries Holdings. The earnings beat and higher reported sales and net income sit alongside a strong 90 day share price return of 23.18% and a 1 year total...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Regeneron Pharmaceuticals (REGN) Valuation Check After New Allergy Pipeline Results And AAAAI 2026 Abstracts

Regeneron Pharmaceuticals (REGN) recently highlighted 36 abstracts from its immunology and inflammation pipeline for the 2026 AAAAI meeting, including Phase 3 data on allergen specific antibody cocktails for cat and birch allergy related eye symptoms. See our latest analysis for Regeneron Pharmaceuticals. Against this backdrop, Regeneron’s recent AAAAI abstracts come as the share price sits at US$792.16, with a 30 day share price return of 8.06% and a 1 year total shareholder return of...
NYSE:CSTM
NYSE:CSTMMetals and Mining

Constellium (CSTM) Margin Compression To 1.4% Tests Bullish Profitability Narratives

Constellium FY 2025 Results: Revenue Steady, Earnings Volatile Constellium (CSTM) just posted another quarter of mixed numbers, with Q3 2025 revenue at US$2.2b, basic EPS of US$0.63 and net income of US$88m. The latest trailing twelve month figures show revenue of about US$8.0b and EPS of US$0.80 alongside a net margin of 1.4% compared to 1.8% the prior year. Over recent quarters, the company has seen revenue move from US$1.8b in Q3 2024 to US$2.2b in Q3 2025. Quarterly EPS has swung from a...
NYSE:WSO
NYSE:WSOTrade Distributors

Is It Time To Reassess Watsco (WSO) After Its Recent Share Price Rebound

If you are wondering whether Watsco's current share price reflects its true worth, this article walks through the key numbers that matter for valuation. Watsco shares last closed at US$419.32, with returns of 9.9% over the past 30 days, a 20.7% gain year to date, but a 15.7% decline over the past year and gains of 48.5% and 94.7% over the last 3 and 5 years respectively. Recent attention on Watsco has been driven by ongoing coverage of the business and its position in the capital goods...
NasdaqGS:JKHY
NasdaqGS:JKHYDiversified Financial

Assessing Jack Henry (JKHY) Valuation After Analyst Upgrades Dividend Increase And Blue Sky Bank Win

Why Jack Henry & Associates (JKHY) is back in focus Recent analyst sentiment around Jack Henry & Associates (JKHY) has turned more constructive, coinciding with fresh news on its dividend policy, share repurchases, and a new client relationship with Blue Sky Bank. This mix of capital returns and business wins gives you several concrete data points to consider as you think about how JKHY fits into a portfolio focused on financial technology and payment services. See our latest analysis for...
NYSE:MD
NYSE:MDHealthcare

A Look At Pediatrix Medical Group (MD) Valuation After Earnings Show Lower Sales But Stronger Profitability

Why Pediatrix Medical Group is on investors’ radar today Pediatrix Medical Group (MD) released Q4 and full year 2025 results showing lower sales alongside higher net income and earnings per share, catching investor attention as the market absorbs this mixed top and bottom line picture. See our latest analysis for Pediatrix Medical Group. The latest move in Pediatrix Medical Group’s share price to US$21.97 comes after a year where shorter term share price returns were mixed, while the 1 year...
NYSE:CBZ
NYSE:CBZProfessional Services

CBIZ Buyback Authorization Raises Fresh Questions On Valuation And Debt

CBIZ (NYSE:CBZ) has authorized a new share repurchase program for up to 5,000,000 shares. The new authorization follows the expiration of the company’s previous buyback plan. The announcement reflects a fresh capital allocation decision focused on returning capital to shareholders. CBIZ provides professional services, including financial, insurance and advisory solutions, which tie closely to corporate spending, regulatory needs and risk management. When a company in this space refreshes...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Airbnb (ABNB) Valuation Check As Mixed Share Performance Meets Modest Premium To Narrative Fair Value

Context for Airbnb’s Recent Share Performance Airbnb (ABNB) shares have been relatively mixed recently, with a small 1 day move, a gain over the past week, and declines over the past month and year that may catch investor attention. In this context, investors are also weighing the company’s reported US$12.2b in revenue and US$2.5b in net income, along with an intrinsic discount estimate of about 51%, to judge whether the current share price still looks reasonable. See our latest analysis for...