US Stocks, page 23 of 41 — 24 articles published 2026-07-27 ~ 2026-07-29.
A 2026 stock outlook for Ryan Specialty (NYSE: RYAN). How a wholesale excess & surplus (E&S) and specialty insurance broker actually makes money, why the hard market powered its growth, the M&A roll-up model, organic growth and EBITDAC margin, plus rate-softening, integration, leverage and key-person risks.
PVH Corp (PVH) stock outlook for 2026. A deep look at the Calvin Klein and Tommy Hilfiger brand engines, the PVH+ direct-to-consumer transformation, wholesale weakness and European consumer exposure, inventory and tariff risk, and why the stock trades at such a low multiple relative to its brand value.
Carlyle Group (NASDAQ: CG) 2026 stock outlook. A deep look at the private equity, credit and infrastructure segments, fee-related earnings (FRE) versus performance carry, the fundraising cycle, the valuation gap with Blackstone, KKR, Apollo and Ares, plus rate and key-person risk.
Boot Barn (BOOT) 2026 stock analysis: the western and workwear category-killer store model, exclusive-brand margin engine, unit-growth runway, oil-patch and discretionary-consumer exposure, and the expansion-execution risk that defines the stock.
WHR (Whirlpool) 2026 stock outlook. A grounded look at Maytag and KitchenAid brand scale in North America, replacement-demand cash flows, dividend sustainability, housing and rate-cycle exposure, Samsung/LG/Haier low-cost competition, and the balance-sheet debt question.
A.O. Smith (AOS) 2026 stock analysis: the North American water-heater replacement-demand oligopoly cash cow, water treatment growth, the two faces of China and India, steel and tariff risk, and what a Dividend Aristocrat's capital allocation tells investors.
GKOS (Glaukos) 2026 stock outlook. A deep qualitative look at its glaucoma MIGS leadership with iStent, the iDose sustained drug-delivery pivot, the Epioxa corneal-disease pipeline, and the reimbursement, competition, and cash-burn growth-stock risks.
United Therapeutics (UTHR) stock outlook for 2026. A qualitative deep dive into the treprostinil pulmonary hypertension franchise, Tyvaso DPI growth, Liquidia and sotatercept competition, patent-cliff risk, and the long-shot optionality of manufactured organs and xenotransplantation.
Paylocity (PCTY) 2026 stock analysis: mid-market cloud payroll and HCM SaaS, subscription plus client-fund float income, module expansion, real free cash flow, competition from ADP, Paycom, and Workday, employment sensitivity, and valuation risk.
Regal Rexnord (RRX) 2026 stock analysis: the Rexnord PMC and Altra integration, debt paydown, cost and revenue synergies, growing powertrain aftermarket, automation demand, and short-cycle industrial risk explained in depth.
Brunswick Corporation (BC) 2026 stock analysis: the Mercury Marine propulsion moat, recurring parts-and-accessories revenue, rate-sensitive new-boat demand, dealer-inventory cycles, and how BC stacks up against Yamaha, Polaris, Malibu, and MasterCraft.
PEN (Penumbra) 2026 stock outlook. A qualitative deep dive into aspiration thrombectomy for stroke, peripheral CAVT, the single-use catheter razor-and-blade model, recall and valuation risk, and Stryker and Medtronic competition.
Chemed (CHE) 2026 stock analysis: the odd-couple model of VITAS hospice and Roto-Rooter plumbing, Medicare reimbursement and per-beneficiary cap risk, disciplined buyback-driven per-share compounding, labor inflation, and housing-cycle sensitivity.
Landstar System (LSTR) 2026 stock analysis: the asset-light truck-free model, BCO and independent-agent network moat, debt-free balance sheet and high ROIC, special dividends and buybacks, plus freight-recession, spot-rate, and double-brokering fraud risks.
HF Sinclair (DINO) 2026 stock analysis: how crack-spread refining cyclicality drives the P&L, why the Sinclair branded fuel network and Petro-Canada lubricants smooth the cycle, renewable-diesel policy risk (BTC/RIN/LCFS), dividends, buybacks, and peer comparison.
Western Midstream (WES) 2026 stock analysis: Permian and DJ Basin gathering and processing, MVC-backed fee-based cash flows, high distribution durability, Occidental concentration risk, and the MLP tax quirks every high-yield investor should understand first.
Revvity (RVTY) 2026 stock analysis: the PerkinElmer rebrand, a razor-blade recurring-revenue model across Diagnostics and Life Sciences, the newborn-screening franchise moat, and the China VBP and biotech-funding risks that move the story.
SIGI (Selective Insurance Group) 2026 stock outlook. A qualitative deep dive into the independent-agent moat, field underwriting, commercial-lines core, combined ratio and float economics, E and S expansion, and catastrophe and social-inflation risks.
Wintrust Financial (WTFC) 2026 stock analysis: the Chicago many-charters community banking model, FIRST Insurance Funding premium finance, a sticky low-cost deposit franchise, and the CRE and net interest margin risks investors must weigh.
Ralph Lauren (NYSE: RL) 2026 stock outlook. A deep qualitative look at the brand elevation strategy, average unit retail (AUR) and pricing power, DTC and China growth, dividends and buybacks, plus the discretionary cycle, FX, department-store, and tariff risks facing this American luxury lifestyle brand.
NXT (Nextracker) 2026 stock outlook. A deep qualitative look at the world's leading utility-scale solar tracker maker, its TrueCapture software and TCS foundation-services attach model, exposure to the US solar boom and IRA domestic-content bonus, and the risks around backlog conversion, tariffs, steel, and policy.
TMDX (TransMedics Group) stock outlook for 2026. A qualitative deep dive into how the OCS perfusion device replaces the ice cooler, the equipment-plus-consumables-plus-aviation model, the organ utilization thesis, and the valuation, execution, regulatory, and short-seller risks.
WEX Inc (NYSE: WEX) stock analysis for 2026: the three-segment structure of Mobility fuel cards, Corporate Payments virtual cards, and Benefits HSA custodial float; fuel-price and interest-rate sensitivity; the EV transition as both threat and opportunity; competition from Corpay and HealthEquity; plus tax and account-placement considerations for US investors.
OWL (Blue Owl Capital) 2026 stock outlook. A qualitative deep dive into permanent-capital fee-related earnings (FRE), the direct lending, GP stakes, and net-lease three-engine model, private credit tailwinds, and the credit-cycle, leverage, and dividend-durability risks that define this alternative asset manager.