US Stocks, page 7 of 41 — 24 articles published 2026-09-07 ~ 2026-09-10.
VF Corporation (VFC) 2026 stock outlook. A deep dive into the Vans, The North Face, Timberland, and Dickies brand portfolio, the Reinvent debt-reduction turnaround, the Supreme divestiture, the dividend cuts, and discretionary-spending cycle risk.
KWR (Quaker Houghton) stock outlook for 2026. A close look at the global leader in metalworking fluids and industrial process fluids, its switching-cost moat built into customer manufacturing lines, revenue tied to steel and auto production volumes, the 2019 merger integration, and raw material spread risk.
Jacobs Solutions (NYSE: J) 2026 stock outlook. After spinning off Amentum's government mission-services business in 2024, Jacobs is now a pure-play engineering and consulting company leveraged to data center design, semiconductor fab construction advisory, and water infrastructure. We break down the asset-light model, PA Consulting, peer comparisons, and the real risks.
GBX (Greenbrier Companies) stock outlook 2026: a qualitative deep dive into the freight railcar manufacturer's shift toward recurring leasing income, the multi-year railcar replacement cycle, backlog visibility, steel cost risk, and how it stacks up against Trinity Industries and Wabtec.
A qualitative 2026 outlook on CBT (Cabot Corporation), the world's largest carbon black producer, covering its tire-reinforcement cash engine, lithium-ion battery conductive carbon and carbon nanotube growth, dividend policy, and China oversupply risk.
RXO (NYSE: RXO) stock outlook for 2026 covering the asset-light North American truck brokerage model, the Coyote Logistics integration, its digital freight matching platform, operating leverage into a freight market recovery, and how it stacks up against CHRW, JBHT, and LSTR.
SPB (Spectrum Brands Holdings) stock outlook for 2026, covering the Home & Garden, Global Pet Care, and Home & Personal Care segments, the HHI sale to ASSA ABLOY, the resulting net-cash and buyback story, tariff exposure, and weather-driven seasonality risk.
A qualitative 2026 outlook on EPC (Edgewell Personal Care) covering the Schick wet-shave franchise, Banana Boat and Hawaiian Tropic sun care, feminine care staples, the failed Harry's acquisition, the 2021 sunscreen benzene recall, and private-label margin pressure.
Kimco Realty (NYSE: KIM) stock outlook for 2026 covering its grocery-anchored open-air shopping center model, the Weingarten and RPT Realty mergers, the Signature Series mixed-use pipeline, peer comparison against REG, FRT, BRX and KRG, and REIT-specific tax mechanics.
BTU (Peabody Energy) stock outlook for 2026, covering the largest US private coal producer's thermal and metallurgical coal business, how AI data center power demand is extending coal plant retirements, and the Anglo American Australian acquisition risk.
A qualitative 2026 outlook on Century Aluminum (CENX): its Sebree, Mount Holly, and idled Hawesville smelters, why Section 232 tariffs hit it more cleanly than rivals, the Glencore relationship, the planned greenfield US smelter, and the metrics US investors should track.
SYNA (Synaptics) stock outlook for 2026: the split between a mature touch controller and TDDI display driver business and a faster-growing Core IoT segment built on wireless connectivity chips and the Astra edge AI processor line, plus customer concentration risk and competition from Qualcomm and Silicon Labs.
FLR (Fluor Corporation) stock outlook for 2026, covering its Energy Solutions, Urban Solutions, and Mission Solutions segments, the shift away from lump-sum contracting after years of cost overruns, the NuScale Power SMR stake, and backlog volatility risk.
PBF Energy (NYSE: PBF) 2026 stock outlook. A deep, qualitative look at its four-region refining footprint, crack-spread earnings leverage, the St. Bernard Renewables joint venture, California CARB regulatory risk, and cyclical exposure to crude differentials.
Kaiser Aluminum (KALU) stock outlook 2026: a deep, qualitative look at the conversion-margin model behind its aerospace plate, automotive extrusions, and Warrick packaging ramp, plus the risks from Boeing build rates, energy costs, and labor.
BBWI (Bath & Body Works) stock outlook for 2026. A qualitative look at its body-care and home-fragrance category dominance, buyback-heavy capital allocation after the L Brands spin-off, loyalty program and international growth levers, and mall-traffic risk.
ATEC (Alphatec Holdings) stock outlook for 2026: how its integrated procedural platform of implants, EOS 3D imaging, and SafeOp neuromonitoring is taking spine-surgery share from Medtronic and Globus Medical, weighed against cash burn, litigation, and refinancing risk.
NYT (The New York Times Company) stock outlook for 2026: how bundling news with Games (Wordle, Connections), Cooking, Wirecutter, and The Athletic drives subscription growth, pricing power, and margin expansion, plus the risks from AI answer engines and subscriber deceleration.
SMTC (Semtech) stock outlook for 2026 covering AI data center signal integrity chips, active copper cables, the LoRa IoT moat, and the debt load from the Sierra Wireless deal, with risks, peers, and a metrics-to-watch checklist.
NNN REIT (formerly National Retail Properties) 2026 stock outlook. A deep dive into the triple-net lease model, sale-leaseback sourcing, the 35-plus-year dividend growth streak, cap-rate spread economics, tenant credit risk, and how NNN stacks up against Realty Income and Agree Realty.
VLY (Valley National Bancorp) stock outlook for 2026, covering the New Jersey regional bank's commercial real estate concentration, net interest margin recovery path, deposit cost pressure, peer comparison against NYCB and Webster, and the metrics that will decide whether this value bank re-rates.
AVNT (Avient, formerly PolyOne) stock outlook for 2026. A qualitative deep dive into the color and additive masterbatch business, the Dyneema and Clariant color acquisitions, margin expansion versus leverage risk, and cyclical end-market exposure.
LAZ (Lazard) stock outlook 2026: an independent advisory firm running M&A, restructuring and geopolitical advisory alongside global asset management, its 2023 conversion from a partnership to a C-corp, deal-cycle earnings leverage, and asset-management outflow risk analyzed qualitatively for long-term investors.
NCNO (nCino) 2026 stock outlook. A deep qualitative look at the bank lending and onboarding SaaS standard: its workflow moat, Banking Advisor AI, the SimpleNexus, DocFox and FullCircl acquisitions, international expansion, plus slowing growth and stock-based-compensation dilution risk for US investors.