U.S. Industrial REITs Stock News

UBS has flagged potential earnings pressure for Asbury Automotive Group (ABG) in 2027 if vehicle unit sales stay flat and parts and service growth slows, highlighting sector wide challenges that investors are watching closely. See our latest analysis for Asbury Automotive Group. Asbury Automotive Group's recent share price has eased, with a 1-month share price return down 5.36% and year to date down 11.17%, even though the 90-day share price return is up 17.49% and the 5-year total...

Fortinet (FTNT) is back in focus after reporting robust second quarter results and announcing the acquisition of Virtue AI, a move that extends its Security for AI efforts into AI runtime protection. See our latest analysis for Fortinet. Fortinet’s share price has cooled in the short term, with a 1-day share price return of 2.60% down and a 7-day share price return of 5.09% down. However, the 90-day share price return of 22.10% and year-to-date share price return of 100.12% suggest momentum...

After a 90.2% share price return over the past three years, WesBanco now trades at a level where the Excess Returns intrinsic value estimate still indicates some upside, while earnings based multiples suggest the stock is closer to fairly priced. Over three years, WesBanco has returned 90.2%, which puts extra focus on whether recent gains are already reflecting the underlying earnings power. Future loan growth and fee income can support the current valuation, but any pressure on credit...

TTM Technologies (NasdaqGS:TTMI) agreed to acquire Epiq Solutions for US$1.1b to expand in advanced radio and embedded computing technologies. The deal is aimed at deepening TTM Technologies' presence in AI enabled communications and defense markets across commercial, government and military customers. Management expects the acquisition to support vertical integration and be accretive to adjusted earnings once Epiq is integrated into TTM's operations. For investors tracking how AI heavy...

In the second quarter of 2026, Recursion Pharmaceuticals reported revenue of US$7.67 million, down from US$19.22 million a year earlier, while reducing its net loss to US$131.01 million compared with US$171.90 million. Despite weaker top-line results, recent commentary highlighting Recursion’s AI-enabled drug discovery platform and advancing early-stage oncology trials has drawn attention to the company’s progress in industrializing drug development. Now we’ll examine how Recursion’s...

Dorchester Minerals, L.P. reported past second-quarter 2026 results showing revenue of US$56.08 million and net income of US$29.83 million, with basic earnings per share from continuing operations of US$0.62. An interesting detail is that revenue grew much faster than reported sales, highlighting the importance of other income streams in Dorchester Minerals' financial picture. Next, we will consider how this sharp year-over-year earnings improvement shapes Dorchester Minerals' investment...

Entegris (ENTG) drew investor attention after reporting second quarter 2026 results on 4 August, with sales of US$883.2 million and net income of US$93.6 million, along with updated guidance for the rest of 2026. See our latest analysis for Entegris. Entegris shares have reacted strongly to the 2026 earnings news, with the 7-day share price return of 13.09% and year to date share price return of 82.10% pointing to building momentum, while the 1-year total shareholder return of 108.72%...

In the past quarter, OneSpaWorld Holdings reported record Q2 revenue and adjusted earnings and raised its full-year guidance, highlighting stronger-than-expected operational performance across its cruise-focused wellness centers. This jump in results underscores how higher-margin offerings such as medi-spa treatments and other premium services are becoming increasingly important to the company’s earnings mix, even as it remains concentrated in cruise ship revenue-sharing agreements. We’ll...

Trevi Therapeutics earnings and fresh shelf registration in focus Trevi Therapeutics (TRVI) reported a second quarter 2026 net loss of US$17.8 million, wider than the US$12.3 million loss a year earlier, and filed a US$149.2 million common stock shelf registration. See our latest analysis for Trevi Therapeutics. Trevi Therapeutics' share price has moved from short term softness, with a 1 month share price return down 3.1%, to strong longer term momentum, including a 3 month share price return...

Tesla stock has delivered a 46.7% return over the past 3 years, yet the current valuation checks flag the shares as expensive rather than a clear bargain. A 46.7% return over 3 years highlights that long term holders have already seen substantial gains, which can limit the margin of safety if expectations stay high. Ambitious projects in AI chips, robotaxis and humanoid robots can support growth expectations. At the same time, concerns around execution, competition and safety for autonomous...

Pennant Group (PNTG) is in focus after reporting second quarter 2026 earnings, updating full year revenue guidance to a range of $1.1711b to $1.1901b, and completing a senior living acquisition. See our latest analysis for Pennant Group. Pennant Group’s recent earnings beat and new Tucson senior living acquisition come after a strong run, with a 90 day share price return of 12.01% and a 1 year total shareholder return of 56.03%. This points to building momentum, supported by a 3 year total...

Wix.com (WIX) is in focus after a cluster of recent announcements, including its new Symphony AI agent platform for small businesses, fresh revenue guidance, Q2 results, and a partnership with Thryv Holdings. See our latest analysis for Wix.com. The launch of Symphony and the new partnership with Thryv have arrived during a sharp rebound in Wix.com’s share price. A 30 day share price return of 43.28% contrasts with a 1 year total shareholder return that has declined 42.75%, suggesting...

In August 2026, Joby Aviation filed a US$750 million at-the-market follow-on common stock offering and expanded its US footprint with a 45,000-square-foot facility at Perot Field Fort Worth Alliance Airport, while also lifting full-year 2026 revenue guidance and reporting higher sales alongside ongoing losses. Together with a new vertiport development partnership with Atoms in key U.S. markets, these moves highlight Joby’s push to pair capital raising with building out both aircraft...

The latest flare up around the Strait of Hormuz and firmer Brent prices above $90 have pushed energy security back into the spotlight, and some investors are already repositioning. When key shipping routes face fresh threats, certain stocks exposed to these headlines can move quickly, for better or worse. This article walks through three stocks from a Global Oil & Gas Producers screener that appear positively linked to this news backdrop. The three stocks below are a sample of what screens...

With tech and health care stocks under pressure and oil prices reacting to Middle East risk, investors are watching how large integrated energy companies respond to the latest swings in sentiment. This mix of equity pullback, higher crude prices and softer retail data has created fresh winners and laggards. This article examines three global oil producers that appear especially exposed to the current news backdrop. The stocks covered below are just a sample, and the full screen highlights 15...

ImmunityBio (IBRX) stock drew fresh attention after the company appointed Dr. Jim Yong Kim as Vice Chairman, reflecting a push to deepen global partnerships and support wider access to its immunotherapy programs. See our latest analysis for ImmunityBio. The appointment of Dr. Jim Yong Kim comes after a strong run in ImmunityBio’s share price, with a year to date share price return of 292.08% and a one year total shareholder return of 225.93%. Recent momentum has been steadier, with a 30 day...

MeiraGTx Holdings (MGTX) drew fresh attention after reporting second quarter and half year 2026 results, with revenue and earnings figures that marked a clear shift from prior period losses. See our latest analysis for MeiraGTx Holdings. The earnings swing has come alongside a sharp shift in sentiment toward MeiraGTx Holdings. The share price is at US$13.77, with a 90 day share price return of 50.82%, contributing to a 1 year total shareholder return of 72.77% and a 3 year total shareholder...

Kura Oncology (KURA) is back in focus after its second quarter 2026 earnings showed higher revenue alongside a wider net loss, arriving just days after new scientific data on its approved menin inhibitor ziftomenib. See our latest analysis for Kura Oncology. Kura Oncology’s recent scientific update on ziftomenib and the second quarter earnings release have come alongside strong momentum in the stock, with a 7 day share price return of 14.52% and a 1 year total shareholder return of 50.80%...

AvalonBay Communities (AVB) has been removed from several S&P indices, including the S&P 500 and S&P Global benchmarks. This index exclusion is an important development for investors who track liquidity and index related trading flows. See our latest analysis for AvalonBay Communities. At a share price of $184.06, AvalonBay Communities has seen its 30 day share price return fall 4.4%, while the year to date share price return is 2%. Over the longer term, total shareholder return has been...

Why Enovix Is Suddenly on Investors’ Radar Enovix (ENVX) is back in focus after CEO Raj Talluri resigned, with CFO Ryan Benton stepping in as interim CEO and executive chairman T.J. Rodgers taking a more active operating role. See our latest analysis for Enovix. The CEO change at Enovix comes after a steep reset in sentiment, with the share price down 54.44% year to date and the 1 year total shareholder return declining 64.65%. This signals fading momentum as investors reassess execution...

Why Taboola.com Stock Is Back On Investors’ Radar Taboola.com (TBLA) has drawn fresh attention after reporting second quarter 2026 results that moved from a net loss to net income, alongside new revenue guidance for the third quarter and full year. See our latest analysis for Taboola.com. Even with Taboola.com guiding to third quarter and full year revenue ranges and reporting a move to net income in the second quarter, the share price has fallen 26.33% over the past month and 23.27% over the...

In recent coverage, Happen Bank (NASDAQ: HAPN), formerly LendingClub, was highlighted for posting year-over-year earnings-per-share growth of 51.5% and generating materially higher net margins than rival SoFi in 2026. The analysis emphasized that Happen’s tighter lending discipline and stronger profitability metrics set it apart within fintech banking, particularly against less profitable peers. Next, we’ll examine how Happen’s robust earnings growth and margin strength reshape its...

Douglas Emmett (DEI) has drawn fresh attention after filing a US$175.35 million shelf registration for 15,000,000 common shares linked to an employee stock ownership plan, following recent guidance and earnings indicating ongoing losses. See our latest analysis for Douglas Emmett. At a share price of US$11.60, Douglas Emmett has had a mixed run, with the 30 day share price return down 7.27% while the year to date share price return is up 4.79%, and the 1 year total shareholder return down...

With the U.S. Iran ceasefire now expired and markets largely calm despite higher geopolitical risk, investors are staring at a mix of vulnerability and potential opportunity. Defense and military contractors in our Global Defense and Military Contractors screener sit close to this story, as governments reassess security priorities and budgets. This article walks through 3 stocks that appear positively exposed to the current news backdrop and explains what that could mean for your...