US Stocks, page 29 of 41 — 24 articles published 2026-07-13 ~ 2026-07-14.
MGM (MGM Resorts) stock outlook for 2026. A deep qualitative analysis of Las Vegas Strip cash flow, the asset-light model after selling real estate to VICI, aggressive buybacks shrinking the share count, the BetMGM online-betting joint venture, the MGM China (Macau) recovery, the Japan Osaka IR option, and consumer-discretionary recession risk.
Tapestry (TPR) 2026 stock analysis: Coach's Gen Z-driven brand heat and the Tabby bag, full-price discipline and pricing power, the blocked Capri acquisition and aggressive share buybacks, plus Kate Spade's struggles, handbag-cycle risk, and China exposure.
Williams-Sonoma (WSM) 2026 stock analysis: Pottery Barn and West Elm brand power, vertically integrated direct-to-consumer model, retail-leading operating margins, growing B2B contract segment, and heavy exposure to US existing-home sales, tariffs, and big-ticket discretionary spending.
MPLX (MPLX LP) 2026 stock outlook: how Marathon Petroleum's midstream MLP earns fee-based cash flow from pipelines and gas processing, why the distribution yield runs so high, and the K-1 paperwork, IRA UBTI traps, and PTP withholding rules every investor should understand before buying units.
Extra Space Storage (EXR) 2026 stock analysis: self-storage location and pricing-algorithm moat, Life Storage merger integration, REIT interest-rate sensitivity, and the new-supply glut reshaping same-store growth.
Snap-on (NYSE: SNA) 2026 stock outlook. A deep look at the mobile van franchise model, Snap-on Credit's recurring finance income, diagnostics growth, technician-confidence cyclicality, EV repair-mix shift, and its dividend-growth quality.
Martin Marietta Materials (MLM) 2026 stock analysis: the local-monopoly economics of construction aggregates, the bolt-on acquisition playbook, infrastructure and data-center demand tailwinds, competition from Vulcan Materials and CRH, and the real cyclical risks.
Knight-Swift (KNX) 2026 stock analysis for US investors: the largest US truckload carrier, the freight recession bottoming thesis, operating ratio leverage on the recovery, the higher-margin LTL build-out, self-insurance and nuclear-verdict risk, plus peer comparison versus ODFL, JBHT, and Werner.
PTC Inc (PTC) 2026 stock outlook covering the Creo-Windchill-ThingWorx digital thread, why net-new ARR now drives the stock more than headline revenue, competition from Siemens and Dassault, and manufacturing capex cycle risk.
Masimo (MASI) 2026 stock outlook. A deep look at the SET pulse oximetry moat, the razor-and-blade sensor model, the Sound United misstep, the Politan activist campaign and governance reset, and the Apple Watch ITC patent win.
Viatris (VTRS) 2026 stock outlook. A qualitative deep dive into the Pfizer Upjohn-Mylan merger, the debt paydown and dividend story, brand-revenue decline offset by complex generics and biosimilars, EpiPen's fading pricing power, and the key risks.
Cencora (COR, formerly AmerisourceBergen) 2026 stock analysis: the big-three pharma distribution oligopoly, razor-thin margins on enormous volume, specialty and GLP-1 tailwinds, opioid settlement drag, and Walgreens customer concentration risk.
MarketAxess (MKTX) 2026 stock analysis: the RFQ and Open Trading network effect, how its basis-point fee model actually works, the Tradeweb share battle, portfolio trading risk, and where the growth runway still exists.
BLDR (Builders FirstSource) 2026 stock outlook. A deep, qualitative look at the largest US building-materials distributor: fragmented-market roll-up M&A, prefab and value-added margin expansion, single-family housing-starts and rate sensitivity, lumber-price swings, and aggressive buybacks shrinking the float.
Raymond James Financial (RJF) 2026 stock analysis: the independent advisor moat, net interest income exposure to falling rates, cash sorting risk, advisor recruiting economics, the TriState Capital deal, and how RJF stacks up against LPL and Schwab.
Casey's General Stores (CASY) 2026 stock analysis: how a Midwest rural convenience-store chain turns thin fuel margins into a scratch-made pizza and prepared-food profit engine, its build-plus-acquire unit growth model, EV transition risk, and how it stacks up against 7-Eleven and Circle K.
NRG Energy (NYSE: NRG) stock outlook for 2026. A deep, qualitative look at the retail electricity and Vivint smart-home subscription engine, competitive generation, AI data-center power demand re-rating dispatchable capacity, aggressive buybacks, and commodity, weather, and leverage risk.
Tractor Supply Company (TSCO) 2026 stock outlook: the small-town real estate moat, the C.U.E. consumables model, Petsense and in-store vet clinic expansion, weather-driven seasonality, and farm-income cycle risk explained qualitatively.
Pentair (PNR) 2026 stock analysis: how pool equipment, residential water filtration, and municipal flow control combine in one company, the Hydra-Stop and Manitowoc Ice bolt-on acquisitions, a 48-year dividend growth streak, and the housing-cycle risk investors underweight.
ABNB (Airbnb) stock outlook for 2026. A deep qualitative analysis of the brand that became a verb, two-sided network effects and supply breadth as a moat, strong free cash flow and buybacks, and the structural risks of city STR regulation, core-growth maturity, and travel-demand cyclicality.
ASAN (Asana) 2026 stock outlook. A qualitative deep dive into the founder-led work-management SaaS: the enterprise up-market push, the AI Studio and AI teammates monetization bet, decelerating growth, path-to-profitability pressure, SMB churn, seat softness, SBC dilution, and rivals monday.com, Atlassian and Notion.
COIN (Coinbase Global) 2026 stock outlook. A qualitative deep dive into the largest US-listed crypto exchange: cyclical transaction fees, the shift toward subscription and services revenue (USDC stablecoin share, custody, staking, Base L2), the regulatory-clarity tailwind, extreme earnings volatility, and why position sizing matters most.
IOT (Samsara) 2026 stock outlook. A qualitative deep dive into the Connected Operations Cloud, the sensor-hardware-plus-SaaS subscription model, net revenue retention, large-customer expansion, AI safety features, freight-cycle exposure, and valuation risk for physical-operations fleets.
LYFT (Lyft) stock outlook for 2026. A qualitative deep dive into the No. 2 US and Canada rideshare's pure-play focus, its turn to GAAP profitability and positive free cash flow, the Uber duopoly, driver-supply and gig-classification risk, and autonomous-vehicle partnerships as both opportunity and long-term disruption.