U.S. Tobacco Stock News

NasdaqGS:INCY
NasdaqGS:INCYBiotechs

Incyte Expands Latin Reach As NIKTIMVO Push Meets Mixed Valuation Signals

Incyte (NasdaqGS: INCY) has expanded its partnership with Knight Therapeutics in Latin America, adding exclusive distribution rights for key therapies. The companies are advancing the regulatory submission for NIKTIMVO in Brazil, targeting approval for use in chronic graft versus host disease and other indications. This update reflects Incyte's wider efforts to grow its presence across Latin American markets beyond its existing portfolio. For you as an investor, this move highlights how...
NYSE:LHX
NYSE:LHXAerospace & Defense

Is It Too Late To Consider L3Harris Technologies (LHX) After Its 82% One-Year Surge?

If you are wondering whether L3Harris Technologies is priced fairly after its recent run, this article walks through how the current share price compares with a range of valuation checks. The stock last closed at US$356.14, with returns of 3.1% over the past 7 days, 17.0% year to date, 82.4% over 1 year, 80.6% over 3 years and 116.8% over 5 years. This naturally raises questions about how much of the story is already reflected in the price. Recent headlines around L3Harris have focused on...
NYSE:LYV
NYSE:LYVEntertainment

A Look At Live Nation Entertainment (LYV) Valuation After Strong Recent Share Price Momentum

Why Live Nation Entertainment (LYV) is on investors’ radar today Live Nation Entertainment (LYV) shares have been drawing fresh attention after a recent stretch of positive returns, prompting investors to reassess how its live events and ticketing model fits into their portfolios. See our latest analysis for Live Nation Entertainment. The recent 1 month share price return of 10.68% and 3 month share price return of 29.50%, alongside a 3 year total shareholder return of about 14x, suggest...
NYSE:CVS
NYSE:CVSHealthcare

Fresh Look At CVS Health (CVS) Valuation After Recent Stock Pullback And Restructuring Charges

Why CVS Health (CVS) Is Back on Investor Radars CVS Health (CVS) has drawn fresh attention after recent share price pressure, with the stock down about 7.6% over the past month and 1.6% over the past 3 months. See our latest analysis for CVS Health. While the 1 month share price return of a 7.61% decline and a weaker recent trend hint at fading short term momentum, the 1 year total shareholder return of 25.42% and 5 year total shareholder return of 32.56% show a very different longer term...
NYSE:DHI
NYSE:DHIConsumer Durables

D.R. Horton Beat Tests Valuation Premium As Insider Selling Persists

D.R. Horton (NYSE:DHI) reported stronger than expected fiscal Q1 2026 results, despite ongoing softness in the U.S. housing market. The company highlighted resilient demand and continued execution in a challenging operating backdrop. At the same time, insider selling activity has persisted, drawing attention to management and insider sentiment. Shares of D.R. Horton last closed at $164.12, with a 1 year return of 31.8% and a 5 year return of 124.5%. D.R. Horton sits in a key position within...
NasdaqGS:CAR
NasdaqGS:CARTransportation

Why Avis Budget Group (CAR) Is Down 18.5% After a US$500 Million EV Fleet Write-Down

Avis Budget Group recently reported fourth-quarter and full-year 2025 results, posting US$2,664 million in Q4 sales and a full-year net loss of US$889 million after a large impairment on its electric vehicle fleet. The company’s decision to shorten the economic life of certain EVs and record more than US$500 million in related write-downs marks a major reset of its fleet strategy and risk management approach. We’ll now examine how this sizable EV fleet write-down and broader reset in fleet...
NYSE:APO
NYSE:APODiversified Financial

The Bull Case For Apollo Global Management (APO) Could Change Following Rising Private Credit Liquidity Scrutiny

In February 2026, Apollo Global Management reported fourth-quarter 2025 revenue of US$9.86 billion and net income of US$684 million, maintained its US$0.51 common dividend and US$0.8438 preferred dividend per share, announced a new EMEA head, expanded a wealth and retirement partnership with Schroders, completed a US$2.50 billion buyback program, and saw its shares hit by sector-wide concerns after Blue Owl Capital restricted redemptions at a private-credit fund. These developments highlight...
NasdaqCM:PCT
NasdaqCM:PCTChemicals

Assessing PureCycle Technologies (PCT) Valuation After New TOPPAN Recycling Partnership Announcement

PureCycle Technologies (PCT) shares are in focus after the company announced a new partnership with TOPPAN to expand high-quality recycled content in flexible films and thermoformed food packaging. See our latest analysis for PureCycle Technologies. The announced TOPPAN partnership arrives after a mixed run for investors, with a 30 day share price return of 23.16% decline, a 90 day share price return of 7.41% gain, and a 3 year total shareholder return of 44.07% that contrasts with a 5 year...
NasdaqGS:BEAM
NasdaqGS:BEAMBiotechs

Is FDA-Backed Accelerated Pathway Reframing the Investment Case for Beam Therapeutics (BEAM)?

In recent months, multiple research houses, including Canaccord Genuity and William Blair, have launched or reiterated upbeat coverage on Beam Therapeutics, emphasizing its transition toward late-stage clinical development and regulatory progress for its precision genetic medicine programs. Analysts are particularly focused on Beam’s agreement with the FDA on an accelerated approval pathway for BEAM-302 and the planned biologics license application for risto-cel, viewing these as pivotal...
NasdaqGS:OLED
NasdaqGS:OLEDSemiconductor

Assessing Universal Display (OLED) Valuation After The Recent Share Price Pullback

Context for Universal Display right now Universal Display (OLED) has been trading under pressure recently, with the share price around $104 and negative total returns over the past year and past 3 months. This has put its OLED materials business back in focus for investors. See our latest analysis for Universal Display. At a share price of about $104, Universal Display has seen a 1 day share price decline of 11.14% and a 7 day share price return of negative 16.68%, while its 1 year total...
NasdaqGM:NMIH
NasdaqGM:NMIHDiversified Financial

Evaluating NMI Holdings (NMIH) Valuation After Recent Mixed Share Performance

What NMI Holdings Stock Has Been Doing Recently NMI Holdings (NMIH) has drawn investor attention after a mixed stretch in its share performance, with a slight 1 day gain alongside a modest 7 day decline and a month of positive returns. See our latest analysis for NMI Holdings. At a share price of $39.04, NMI Holdings shows modest near term softness with a negative year to date share price return, while longer term total shareholder returns over 3 and 5 years remain solid. This suggests...
NasdaqGM:LAND
NasdaqGM:LANDSpecialized REITs

Assessing Gladstone Land (LAND) Valuation As Q4 2025 Earnings And Farm Income Trends Come Into Focus

Upcoming Q4 earnings put Gladstone Land (LAND) in focus Interest in Gladstone Land (LAND) is picking up as investors look ahead to the Q4 2025 earnings release, with attention on rental revenues, occupancy levels, and recent farm acquisitions. See our latest analysis for Gladstone Land. Despite a softer 1 day share price return of 0.73% and a 7 day share price return of 2.5%, Gladstone Land’s 30 day and year to date share price returns of 13.41% and 19.50% suggest momentum has picked up. The...
NYSE:PUMP
NYSE:PUMPEnergy Services

A Look At ProPetro (PUMP) Valuation After Profitability Turn And PROPWR Growth Plans

Why the latest earnings matter for ProPetro Holding (PUMP) ProPetro Holding (PUMP) swung to profitability in its fourth quarter and full year, reporting modest net income after prior losses, while also outlining a shift toward electric and gas powered fleets and new PROPWR power projects. See our latest analysis for ProPetro Holding. The latest earnings and comments on shifting toward electric and gas powered fleets come after a mixed stretch for investors, with a 19.45% 90 day share price...
NYSE:CF
NYSE:CFChemicals

CF Industries Low Carbon Push Weighed Against Outage And Valuation Outlook

CF Industries Holdings (NYSE:CF) advances its low carbon ammonia strategy through progress at its Blue Point joint venture. The company launches a pilot project with POET to build a low carbon fertilizer supply chain. Operations are affected by a Yazoo City plant outage, with some impact offset by business interruption insurance. CF Industries continues returning capital to shareholders through substantial share repurchases. CF Industries, a major nitrogen fertilizer producer, is tying its...
NYSE:TRN
NYSE:TRNMachinery

Trinity’s EPS Jump and 2026 Guidance Might Change The Case For Investing In Trinity Industries (TRN)

Trinity Industries recently reported fourth-quarter 2025 sales of US$611.2 million and net income of US$186.6 million, alongside full-year 2025 sales of US$2.16 billion and net income of US$253.1 million, while also announcing the planned retirement of Executive Vice President, Leasing and Services, Gregory B. Mitchell effective October 15, 2026. The sharp year-on-year jump in earnings per share despite lower revenue, together with fresh 2026 EPS guidance of US$1.85 to US$2.10, highlights...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

A Look At Palantir Technologies (PLTR) Valuation After Recent Share Price Swings

Why Palantir Technologies (PLTR) Is Back on Investors’ Radar Palantir Technologies (PLTR) has drawn fresh attention after a period of mixed share performance, with a 1 day gain, a positive week, but negative moves over the past month and past 3 months. See our latest analysis for Palantir Technologies. Palantir’s recent 1 day and 7 day share price gains sit against a weaker year to date share price return of a 19.43% decline. Its 1 year total shareholder return of 33.44% and its very large 3...
NasdaqGS:CALM
NasdaqGS:CALMFood

Cal-Maine Foods (CALM) Valuation Check After Earnings Slump, Prepared Foods Expansion And New Institutional Interest

Cal-Maine Foods (CALM) is back on investors’ radar after reporting a 19.4% decline in net sales and a 52.3% drop in diluted EPS as egg prices normalized. See our latest analysis for Cal-Maine Foods. The softer earnings coincided with only a modest 1-month share price return of 4.11% and a slightly negative 90-day share price return of 1.33%, while the 5-year total shareholder return of 183.42% points to a much stronger long term story. Recent headlines, including Solel Partners LP’s new...
NYSE:JHG
NYSE:JHGCapital Markets

A Look At Janus Henderson Group (NYSE:JHG) Valuation As Recent Share Price Gains Draw Attention

Why Janus Henderson Group (NYSE:JHG) is on investors’ radar today Janus Henderson Group (NYSE:JHG) has recently attracted fresh attention as its shares trade around $50.20, with returns over the past month, past 3 months, and year showing meaningful movement for existing shareholders. See our latest analysis for Janus Henderson Group. Recent trading has been strong, with a 4.65% 1 month share price return and a 16.55% 3 month share price return. Meanwhile, the 1 year total shareholder return...
NasdaqGS:SAIC
NasdaqGS:SAICProfessional Services

How Investors May Respond To SAIC (SAIC) Cutting 2027 Guidance While Betting On Rural Healthcare

In February 2026, Science Applications International Corp. lowered its fiscal 2027 revenue guidance to US$7.0–US$7.2 billion amid unfavorable contract recompete outcomes and also named long-time government services executive Jim Reagan as permanent CEO, while launching the Alliance for Advancing Rural Healthcare to support a major federal rural health modernization program. Together, the weaker revenue outlook and expansion into rural healthcare solutions highlight a company balancing...
NasdaqGS:HUT
NasdaqGS:HUTSoftware

Assessing Hut 8 (HUT) Valuation After A 200% One Year Total Shareholder Return

Hut 8 (HUT) has been drawing attention after a year total return of roughly 200%, prompting investors to reassess how its vertically integrated Bitcoin mining and energy infrastructure model might align with their risk tolerance and portfolio goals. See our latest analysis for Hut 8. That 200% one year total shareholder return contrasts with a recent cooling in momentum. The 30 day share price return shows a 7.56% decline and the 1 day move reflects a 1.90% decline from the latest close at...
NasdaqGS:XEL
NasdaqGS:XELElectric Utilities

UBS Upgrade and Battery Pilot Might Change The Case For Investing In Xcel Energy (XEL)

In February 2026, UBS upgraded Xcel Energy, highlighting expectations for steady earnings-per-share expansion supported by full regulatory oversight and rising data center electricity demand, while Xcel also advanced its proposed Capacity Connect battery pilot in Minnesota. The clash between Xcel’s utility-scale storage proposal and distributed energy aggregators underscores how future rules for virtual power plants could shape competition and customer costs. Next, we will examine how...
NasdaqGS:ROST
NasdaqGS:ROSTSpecialty Retail

A Look At Ross Stores (ROST) Valuation As Optimism Builds Ahead Of Its Earnings Report

Recent enthusiasm around Ross Stores (ROST) centers on its upcoming March 3 earnings report, with investors reacting to operational performance, expanding store growth, and consistently high returns on capital across the off price retail model. See our latest analysis for Ross Stores. That optimism has shown up in the share price, with a 30 day share price return of 6.84% and a 90 day share price return of 15.69%, while the 1 year total shareholder return of 49.10% suggests momentum has been...
NYSE:GIS
NYSE:GISFood

Why General Mills (GIS) Is Down 7.7% After Cutting Its Fiscal 2026 Outlook – And What's Next

Earlier in 2026, General Mills cut its fiscal 2026 guidance, now expecting organic net sales to fall 1.5% to 2% alongside steeper declines in adjusted operating profit and diluted EPS. The revision highlights how weak consumer sentiment and volatile buying patterns are pressuring one of the largest packaged-food makers just as it is investing heavily to reshape its portfolio. Next, we’ll examine how this weaker outlook, especially the expected drop in organic net sales, reshapes General...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

Assessing CrowdStrike Holdings (CRWD) Valuation After Recent Share Price Weakness and Mixed Fair Value Estimates

Recent share performance and business snapshot CrowdStrike Holdings (CRWD) has drawn attention after a stretch of weaker share performance, with the stock showing declines over the past week, month and past 3 months, alongside a slightly negative 1 year total return. At a last close of US$388.60, investors are weighing this recent pullback against the company’s cybersecurity SaaS business, which reports annual revenue of US$4.57b and a net loss of US$314.16m. See our latest analysis for...