NYSE:BXMT
NYSE:BXMTMortgage REITs

How Investors Are Reacting To Blackstone Mortgage Trust (BXMT) Major Turnaround and Share Buyback Completion

Blackstone Mortgage Trust recently reported a major turnaround in its third quarter and year-to-date 2025 results, with sales reaching US$33.73 million and net income at US$63.4 million, reversing last year's losses. The company also completed its announced share repurchase program, buying back 7,636,033 shares for US$138.21 million, which may reflect confidence in its future prospects and return of capital to shareholders. We’ll examine how Blackstone Mortgage Trust’s completion of its...
NYSE:SPH
NYSE:SPHGas Utilities

Suburban Propane Partners (SPH): Assessing Valuation as Investors Reconsider Growth and Risk

Suburban Propane Partners (SPH) has drawn renewed attention from investors, with shares showing a mix of gains and pullbacks over the past month. While recent movement highlights shifting sentiment, the company’s long-term track record remains a key consideration. See our latest analysis for Suburban Propane Partners. The latest share price moves from Suburban Propane Partners reflect investors reassessing both growth prospects and risk, with momentum building thanks to a resilient 3.5%...
NYSE:VTR
NYSE:VTRHealth Care REITs

Ventas (VTR) Valuation Spotlight After Upgraded Outlook and Strong Third-Quarter Results

Ventas (VTR) just delivered its third quarter earnings, revealing strong growth in both revenue and net income compared to last year. In addition to these results, the company also raised its full-year earnings guidance, underscoring optimism for the months ahead. See our latest analysis for Ventas. Momentum has clearly been building for Ventas, with the share price up 31.25% year-to-date and a 12.38% gain in the past month alone. This reflects renewed investor confidence following its strong...
NYSE:CFR
NYSE:CFRBanks

Cullen/Frost Bankers (CFR): Assessing Current Valuation After Recent Share Price Dip

Cullen/Frost Bankers (CFR) recently continued its steady pace in the market, leaving investors curious about how its long-term performance might measure up compared to recent trends. The bank's recent quarterly results provide some perspective for both seasoned and new shareholders. See our latest analysis for Cullen/Frost Bankers. While Cullen/Frost Bankers’ latest $125.73 share price reflects a minor dip over the past month, long-term momentum remains clear, with a five-year total...
NYSE:CCI
NYSE:CCISpecialized REITs

Crown Castle (CCI): Valuation Perspective Following Q3 Earnings Beat and Upgraded Revenue Outlook

Crown Castle (CCI) just put out its third-quarter results, delivering an earnings beat and raising its annual site rental revenue forecast. The company’s updated guidance points to solid demand for its tower infrastructure, especially as investment in 5G networks continues. See our latest analysis for Crown Castle. Crown Castle’s share price bounced back modestly after its upbeat Q3 earnings and the declared dividend, but recent momentum has been lukewarm, with a 30-day share price return of...
NYSE:CCK
NYSE:CCKPackaging

The Bull Case For Crown Holdings (CCK) Could Change Following Completed $105M Buyback and Raised 2025 Outlook

Between July and September 2025, Crown Holdings repurchased 1,097,904 shares for US$104.96 million, completing its total buyback of 5,701,011 shares, or 4.86% of shares outstanding, under the program announced in July 2024. This buyback coincided with strong Q2 2025 results and raised guidance, highlighting Crown Holdings’ confidence in its operational performance and cash flow generation. We'll look at how Crown’s solid earnings growth and major share repurchase influence its investment...
NasdaqGS:MKTX
NasdaqGS:MKTXCapital Markets

MarketAxess (MKTX): Assessing Valuation After Recent Share Price Weakness

MarketAxess Holdings (MKTX) has been on investors’ radar lately as its stock performance stands in contrast to broader market trends. The company’s shares are down over the past month, which has sparked questions about underlying value and future direction. See our latest analysis for MarketAxess Holdings. MarketAxess Holdings’ share price has steadily lost ground this year, with a year-to-date price return of -25.76%. The total shareholder return for the past 12 months is even weaker at...
NYSE:NHI
NYSE:NHIHealth Care REITs

The Bull Case For National Health Investors (NHI) Could Change Following Higher Q3 Profits and Dividend Announcement

National Health Investors, Inc. reported its third-quarter 2025 results, with revenue rising to US$89.85 million and net income increasing to US$32.86 million, compared to the same period last year. The company also announced a quarterly dividend of US$0.92 per share, highlighting its ongoing focus on returning value to shareholders. With higher quarterly net income pointing to ongoing profitability, we'll explore how these results may reshape National Health Investors' investment...
NYSE:ARW
NYSE:ARWElectronic

Arrow Electronics (ARW): Assessing Valuation After Strong Q3 Earnings and Updated Guidance

Arrow Electronics released its third quarter results, revealing higher sales and net income compared to last year, along with updated guidance for the next quarter. These updates often matter to investors, as they highlight current performance and management expectations moving forward. See our latest analysis for Arrow Electronics. Arrow Electronics’ updated guidance and stronger quarterly numbers caught some attention, but the momentum in its share price has been less inspiring lately, with...
NYSE:ABM
NYSE:ABMCommercial Services

Evaluating ABM Industries’s Valuation Following Leadership Addition and New Aviation Access Ramp Launch

ABM Industries (ABM) has announced two key developments: the introduction of a universal aviation access ramp in partnership with Portaramp, and the appointment of Barry Hytinen to its Board of Directors. Investors are weighing the strategic implications. See our latest analysis for ABM Industries. Even with these forward-looking moves, ABM Industries’ 1-year total shareholder return stands at -25.7%, reflecting both sector headwinds and a cautious tone in the market. However, looking further...
NYSE:INVH
NYSE:INVHResidential REITs

Will Strong Q3 Results and $500M Buyback Reshape Invitation Homes’ (INVH) Investment Narrative?

In late October 2025, Invitation Homes Inc. reported its third quarter and nine-month results, showing increases in sales, revenue, and net income compared to the prior year, and announced a share repurchase program authorizing up to US$500 million in buybacks. The combination of higher earnings and a sizable buyback reflects management’s confidence in the company’s performance and future outlook, drawing investor attention to its ongoing growth initiatives. To explore this further, we will...
NYSE:GMED
NYSE:GMEDMedical Equipment

Globus Medical (GMED): Assessing Valuation After Raised Guidance and Strong Q3 Earnings Beat

Globus Medical (GMED) shares got a boost after management raised full-year financial guidance following strong Q3 results. Revenue and earnings outpaced analyst expectations, with broad demand and acquisition benefits fueling the company's momentum. See our latest analysis for Globus Medical. After a surge in optimism from raised guidance and a blowout quarter, Globus Medical’s share price has soared, jumping nearly 36% in a single day and over 38% in the past month. While momentum is clearly...
NasdaqGS:BKNG
NasdaqGS:BKNGHospitality

Is Booking Holdings Still a Bargain After Recent Stock Dip and Strong 5-Year Growth?

Wondering if Booking Holdings is a bargain or a splurge? You are not alone, especially with so many investors hunting for value in a high-flying sector. Although the stock dipped 2.7% over the past week and is down 4.9% for the month, Booking Holdings is still up 148.6% over the last 3 years and 144.1% across 5 years, hinting at long-term growth potential. Several analysts and outlets have recently spotlighted the company's ongoing global expansion and increasing travel demand, which may be...