U.S. Industrial REITs Stock News

Globalstar (GSAT) gained fresh attention after reporting second quarter 2026 results that showed revenue of US$64.77 million and a net loss of US$26.54 million. Shortly after, the company announced the successful deployment of new low Earth orbit satellites. See our latest analysis for Globalstar. Against the backdrop of new satellite launches and a wider low Earth orbit build out, Globalstar’s share price is up 28.75% year to date and the 1 year total shareholder return of 212.68% highlights...

Flotek Industries (FTK) is back in focus after reporting second quarter 2026 results and updating its full year outlook, alongside announcing a long term power generation contract in Puerto Rico. See our latest analysis for Flotek Industries. The recent earnings release, the raised 2026 revenue guidance and the 10 year Puerto Rico power generation agreement have arrived alongside strong share price momentum, with a 30 day share price return of 36.91%, an 80.05% 90 day share price return and a...

NIKE (NYSE:NKE) has been identified as a major beneficiary of recent U.S. tariff refunds, with government payments flowing directly to the company and other importers. These tariff refunds are contributing to reported corporate earnings and GDP figures by adding to company level profits and cash balances. Separately, NIKE has been linked to controversy around Phia, an e-commerce startup accused of using cookie stuffing tactics to claim affiliate revenues without valid referrals. The Phia...

monday.com (MNDY) drew investor focus after reporting second quarter 2026 results alongside new guidance for the third quarter and full year. The company also updated progress on its ongoing share repurchase programme. See our latest analysis for monday.com. The 1 day share price return for monday.com fell 7.18% to US$87.52, yet the 30 day and 90 day share price returns of 11.22% and 12.20% suggest some short term momentum against a much weaker 1 year total shareholder return of 51.11%. If...

International Business Machines (NYSE: IBM) announced a comprehensive partnership with OpenAI to expand enterprise use of advanced AI models. IBM plans to launch a dedicated OpenAI Practice and certify thousands of specialists to support clients across sectors, including regulated industries. The collaboration targets modernization of legacy workflows, AI driven cybersecurity, and risk management within IBM’s consulting and software platforms. The broader build out of AI infrastructure and...

Rockwell Automation (ROK) just delivered third quarter results with higher revenue and net income, alongside raised full year 2026 sales and earnings guidance, drawing fresh attention to the stock’s recent performance and valuation. See our latest analysis for Rockwell Automation. At a share price of $449.37, Rockwell Automation has seen a 6.41% 90 day share price return and a 12.75% year to date share price return. The 1 year total shareholder return of 32.43% points to building momentum...

In the second quarter of 2026, LandBridge Company LLC reported higher revenue of US$66.84 million and net income of US$12.29 million year over year, affirmed a US$0.12 Class A dividend, and reiterated an active M&A pipeline focused on fee-based land, pore space, and infrastructure assets. Management’s push to expand into power and digital infrastructure, including talks tied to more than 10 gigawatts of potential projects, underscores an effort to diversify revenue beyond oil and gas while...

In early August 2026, Calix, Inc. launched an AI-native grid monitoring solution on its Calix One platform and expanded its SmartHome security portfolio, adding ScamWatchIQ and ScamPRO to help broadband and utility partners modernize networks and protect subscribers against increasingly sophisticated fraud and cyber threats. Together with RTC Networks’ reported improvements in revenue per user and churn using Calix One and SmartHome, these developments highlight how Calix is positioning its...

Those following along with Pfizer Inc. ( NYSE:PFE ) will no doubt be intrigued by the recent purchase of shares by...

Damora Therapeutics, Inc. previously reported a second-quarter 2026 net loss of US$31.17 million and six-month net loss of US$58.96 million, closed a US$7.45 million ESOP-related shelf registration, and initiated the global Phase 1/1b CLARITY-101 trial of its investigational mutCALR-targeting antibody DMR-001 in essential thrombocythemia and myelofibrosis. The launch of CLARITY-101 marks an important step toward a potential first mutCALR-targeted therapy for an underserved ET and MF patient...

Oil prices are back in the spotlight after Iran signaled a harder line on the Strait of Hormuz and nuclear talks, and crude futures sit near the mid to high US$80s. Geopolitical risk is shaping the winners and potential laggards in global markets, and investors often worry about being late to that story. This article walks through three large integrated oil and gas producers exposed to these headlines, and what their stocks might offer you now. The three stocks below are just a starting...

American Healthcare REIT, Inc. recently completed a follow-on equity offering of 13,250,000 common shares at US$53.75 each, raising about US$712.19 million under its income trust structure. Alongside this capital raise, the company reported sharply higher net income and lifted its full-year 2026 earnings guidance, highlighting improved operating performance and lower real estate impairment charges. We’ll now examine how this large equity raise, and the balance sheet flexibility it brings,...

Amphenol Corporation previously approved its third-quarter 2026 dividend on Common Stock of US$0.25 per share (or US$0.125 post-split), payable on October 14, 2026 to shareholders of record as of September 22, 2026. This dividend decision highlights how Amphenol’s strong free cash flow and profitability are supporting ongoing cash returns to shareholders alongside reinvestment in the business. Next, we’ll examine how Amphenol’s dividend affirmation, underpinned by strong free cash flow,...

Planet Labs PBC and the Government of Rwanda recently launched a nationwide program, managed by the Rwanda Space Agency, to supply Planet’s near-daily satellite imagery and data to government agencies, public universities, selected startups, and development partners to support agriculture, forest monitoring, urban planning, and disaster management. This initiative not only deepens Planet’s role in Rwanda’s socioeconomic planning, but also embeds its Earth Observation platform into local...

Harmony Biosciences Holdings, Inc. recently reported second-quarter 2026 results showing net income of US$75.43 million and diluted earnings per share of US$1.28, both higher than a year earlier, and confirmed completion of a share repurchase program begun in October 2023. Earlier this month, the company also appeared at the Piper Sandler Virtual CNS Symposium, highlighting its focus on therapies for rare and other neurological conditions as it builds on this improved profitability. With...

Why Xeris Biopharma Holdings Stock Is Back in Focus Xeris Biopharma Holdings (XERS) is drawing fresh attention after its 6 August 2026 update, which paired tighter full year revenue guidance with second quarter results, as well as key balance sheet and pipeline developments. See our latest analysis for Xeris Biopharma Holdings. The recent earnings update and tighter 2026 revenue guidance have arrived after a period of strong momentum for Xeris Biopharma Holdings. The latest share price is...

Strategic Education (STRA) has issued a fresh call for applications to the second cohort of its Signal Labs program, marking a new phase in its edtech and future of work partnership model. See our latest analysis for Strategic Education. The Signal Labs announcement comes as Strategic Education’s share price sits at $82.33, with a 30 day share price return of 7.58% and a one year total shareholder return of 7.39%, which points to gradually building momentum rather than a sharp re rating. If...

Last week, you might have seen that Alliance Laundry Holdings Inc. ( NYSE:ALH ) released its second-quarter result to...

In recent months, Polen Capital Management disclosed a new position in EMCOR Group, highlighting its role as the largest US mechanical, electrical, and plumbing specialty contractor with increasing exposure to data center and semiconductor fabrication projects that support AI infrastructure buildouts. EMCOR’s decision to lift its 2026 revenue and earnings guidance underscores how complex, high-value projects such as data centers are becoming a larger driver of its long-term outlook. We’ll...

ServisFirst Bancshares stock has delivered a 66.7% return over the past three years, while the Excess Returns intrinsic value estimate currently points to the shares trading at a discount and the broader valuation checks lean more cautious. For investors, that mix raises the issue of whether the recent share performance has already reflected the main positives or if some upside still exists. The 66.7% three year return highlights that ServisFirst Bancshares shareholders have already seen...

Why Hope Bancorp Stock Is Drawing Fresh Attention Hope Bancorp (HOPE) is back on investor watchlists after renewed discussion of its stagnant net interest income and declining earnings per share, which some analysts argue make the stock a relatively risky regional bank play. See our latest analysis for Hope Bancorp. At a share price of $14.45, Hope Bancorp has a 90 day share price return of 19.13% and a year to date share price return of 31.60%. The 1 year total shareholder return of 46.01%...

FB Financial (FBK) has drawn fresh attention after recent share price moves in the past month and past three months. Investors are reassessing the regional bank’s valuation and earnings profile. See our latest analysis for FB Financial. With the share price at about $61.80, FB Financial has posted a 19.74% 90 day share price return and a 23.27% 1 year total shareholder return, which points to building momentum rather than a sharp short term swing. If FB Financial’s recent move has you...

Rayonier earnings drop and buyback completion draw investor focus Rayonier (RYN) has attracted fresh attention after reporting sharply lower net income for the second quarter and first half of 2026, while also completing a sizeable share repurchase program during the same period. See our latest analysis for Rayonier. At a share price of $21.57, Rayonier has seen a 90 day share price return of 8.01%, while the 1 year total shareholder return declined 8.23%. This suggests that recent momentum...

Pegasystems Inc. recently expanded the FedRAMP Class D Certified capabilities within Pega Cloud for Government, adding AI-powered workflow automation, decisioning, and process optimization tools that meet stringent U.S. federal security standards. This broadened authorization effectively deepens Pega’s reach into high-impact federal workloads, making its platform more relevant for agencies handling sensitive, mission-critical processes. We’ll now examine how this expansion of FedRAMP Class D...