U.S. Trade Distributors Stock News

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: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...
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...
NasdaqGS:GTLB
NasdaqGS:GTLBSoftware

Gavin Baker Trims GitLab Stake As AI And Conference Push Continues

Gavin Baker has reduced his stake in GitLab (NasdaqGS:GTLB) while increasing positions in other software names. GitLab continues to invest in AI capabilities, including work on agentic AI use cases. The company is also presenting at a major technology conference, keeping it visible with enterprise and developer audiences. GitLab runs a DevSecOps platform that helps software teams plan, build, secure, and deploy code in one place. In a period when many companies are looking to streamline...
NasdaqGM:NAMS
NasdaqGM:NAMSBiotechs

NewAmsterdam Expands Obicetrapib Trials Into Diabetes And Alzheimer’s As Losses Mount

NewAmsterdam Pharma has begun late stage RUBENS Phase 3 trials of obicetrapib in patients with Type 2 diabetes and metabolic syndrome. The company also plans to launch a new trial of obicetrapib in early Alzheimer's disease. These programs expand obicetrapib's potential use into major cardiometabolic and neurological conditions. For investors watching NasdaqGM:NAMS, these trial moves come as the stock trades at $35.24 and has returned 75.8% over the past year and 237.2% over the past five...
NYSE:EQH
NYSE:EQHDiversified Financial

Will Equitable’s Bigger Buyback and Dividends Shift EQH’s Capital Return Narrative?

Equitable Holdings recently declared quarterly cash dividends of US$0.27 per common share and payouts on its Series A and C preferred depositary shares, while also reporting lower fourth-quarter and full-year 2025 earnings compared with the prior year. On the same day, the company lifted its equity repurchase authorization by US$1.00 billion to US$4.30 billion, signaling continued focus on capital returns even after buying back US$854 million of stock in the fourth quarter of 2025 and...
NasdaqGS:MDGL
NasdaqGS:MDGLBiotechs

Paulson Trims Madrigal Stake As Equity Grants Highlight Valuation Gap

John Paulson recently made a large reduction in his stake in Madrigal Pharmaceuticals, while the position still remains his largest holding. Madrigal Pharmaceuticals has approved significant equity inducement awards for new employees as part of recent hiring activity. These developments come as shares of NasdaqGS:MDGL last closed at $487.32. Madrigal Pharmaceuticals, trading under NasdaqGS:MDGL, is drawing attention as a major shareholder reshuffles exposure, while the stock trades at...
NYSE:TAL
NYSE:TALConsumer Services

TAL Education Group (NYSE:TAL) Valuation Check After Recent Share Price Weakness

Why TAL Education Group Is On Investors’ Radar Today TAL Education Group (NYSE:TAL) has drawn fresh attention after recent share price moves, with the stock down 3.2% over the past day and showing weaker returns across the week, month, past 3 months, and year. See our latest analysis for TAL Education Group. The recent 1 day share price decline of 3.2% to US$10.89 extends a weaker trend, with a 7 day share price return of 11.25% and a 1 year total shareholder return decline of 24.9%,...
NYSE:PLNT
NYSE:PLNTHospitality

Planet Fitness Mexico Push And New Director Shape Growth Story

Planet Fitness (NYSE:PLNT) has signed a new franchise agreement with Impulso Gym to expand its footprint in Mexico. The company is growing its presence in markets where fitness club penetration is relatively low. Planet Fitness has also appointed Stephen Beard, an experienced executive in education and organizational transformation, to its board of directors. For investors, this move into Mexico highlights how Planet Fitness is focusing on international opportunities where gym membership...
NasdaqGS:INSM
NasdaqGS:INSMBiotechs

Is Insmed (INSM) Pricing Reflect Multi Year Cash Flow Potential After 85% One Year Rally

Wondering whether Insmed's current share price lines up with its underlying value, or if expectations have simply run ahead of the story. The stock last closed at US$150.52, with returns of 1.3% over 7 days, a 6.8% decline over 30 days, a 15.0% decline year to date, and 85.0% over the past year, which naturally raises questions about how much optimism is already in the price. Recent news coverage has focused heavily on Insmed's progress and prospects in the pharmaceuticals and biotech space...
NasdaqGS:VTRS
NasdaqGS:VTRSPharmaceuticals

Viatris Inpefa UAE Launch Puts Valuation Gap And Momentum In Focus

Viatris has launched Inpefa (sotagliflozin) in the United Arab Emirates, its first commercialization of the therapy outside the U.S. The move marks the beginning of a wider international rollout, with further global expansion planned. The current Viatris (NasdaqGS:VTRS) share price is $15.74. For investors watching Viatris, the Inpefa launch in the UAE puts fresh attention on how the company is building out its branded therapy portfolio beyond the U.S. market. The stock is trading at...
NasdaqGS:CWST
NasdaqGS:CWSTCommercial Services

Is Casella Waste Systems (CWST) Pricing Reflect Its Role In Regional Waste And Recycling Services

If you are wondering whether Casella Waste Systems at around US$103.88 is priced attractively or asking too much, you are in the right place for a closer look at what that means for you as a shareholder or potential investor. The stock has returned 5.3% year to date, with a 0.3% decline over the last 7 days, a 2.1% decline over 30 days, a 9.7% decline over 1 year, 35.5% total return over 3 years and 75.4% total return over 5 years. Recent news around Casella Waste Systems has largely focused...