U.S. Industrial REITs Stock News

Vertiv Holdings Co (NYSE:VRT) announced an acquisition of Strategic Thermal Labs to expand its liquid cooling capabilities for AI and high-performance computing data centers. The company was also selected as a key partner for Hut 8’s large AI-focused data center buildout in Texas. Vertiv focuses on critical digital infrastructure for data centers and other mission-critical facilities, and liquid cooling is becoming more important as AI workloads drive higher power density. Adding Strategic...

USA Rare Earth (USAR) opened Q1 2026 with total revenue of US$5.7 million and a basic EPS loss of US$0.34, while net income excluding extra items came in at a loss of US$67.0 million. The company reported quarterly revenue of US$0 in Q1 2025 and US$5.7 million in Q1 2026, with basic EPS moving from a profit of US$0.57 in Q1 2025 to a loss of US$0.34 in the latest quarter. This highlights that top line traction is emerging, while margins remain under pressure. See our full analysis for USA...

Best Buy (BBY) is back in focus after opening consultation spaces inside two Ikea stores in Texas and Florida. The company is also preparing for CEO Corie Barry’s exit and Jason Bonfig’s transition to chief executive. See our latest analysis for Best Buy. At a share price of US$56.68, Best Buy has seen its 1 month share price return fall 8.67% and its year to date share price return decline 18.07%, while the 1 year total shareholder return is down 17.80%. This suggests momentum has been...

Cogent Biosciences (COGT) has drawn fresh attention after announcing that pivotal APEX trial data for bezuclastinib in Advanced Systemic Mastocytosis will be presented at the European Hematology Association 2026 Congress. See our latest analysis for Cogent Biosciences. The announcement of new APEX and JAK2 data comes after a strong run in total shareholder return, with a very large 1 year gain and multi year returns above 200%, even as the 1 month share price return is down 6.3% and short...

Trump Media & Technology Group Corp. reported first-quarter 2026 results, with sales of US$871,200 and a net loss of US$405.81 million, including a very large unrealized loss on cryptocurrency holdings. Alongside these results, interim CEO Kevin McGurn highlighted the company’s use of its balance sheet and operating cash flow to support platform expansion and its planned merger with nuclear fusion firm TAE Technologies. We’ll now examine how the very large unrealized cryptocurrency losses...

In recent weeks, partners including Uber Technologies, AG1, YipitData and NIQ have announced new collaborations with Ulta Beauty, expanding its same-day delivery reach, deepening its wellness assortment across more than 1,500 stores and online, and enhancing data-driven merchandising and shopper insights. Together with plans for a new automated distribution center in Salt Lake City and continued international store openings, these moves highlight how Ulta Beauty is broadening its ecosystem...

If you are wondering whether Ameris Bancorp at around US$83.67 is offering fair value or not, it helps to step back and separate price from worth. The stock has been a strong performer over time, with returns of 13.1% year to date and 33.7% over the past year, although it has slipped around 3.1% over the last week and inched up 1.0% over the past month. Recent price moves sit against a backdrop where investors are paying closer attention to bank balance sheets, interest rate sensitivity and...

If you are wondering whether Alibaba Group Holding's current share price still offers value, or if you might be arriving late to the story, this article focuses squarely on what you are paying versus what you are getting. The stock last closed at US$141.12, with returns of 0.1% over the past week, 7.4% over the past month, a decline of 9.4% year to date, a 15.8% gain over the past year, a 73.1% gain over three years, and a decline of 31.6% over five years. Recent headlines around Alibaba...

Beyond the day to day moves, many investors are really asking one thing about United Parcel Service: is the current share price giving you fair value for what you are getting? Before looking under the hood, it helps to know what is actually being measured when talking about valuation. What valuation really means for United Parcel Service Valuation is simply an attempt to connect the price you see on the screen with the cash flows, assets and risks that sit behind United Parcel...

Q1 2026 earnings spark fresh focus on Gambling.com Group Gambling.com Group (GAMB) has drawn fresh attention after reporting Q1 2026 results, with sales of US$40.44 million and a swing to a net loss of US$1.18 million from a prior profit. See our latest analysis for Gambling.com Group. The earnings miss and swing to a quarterly loss come after a mixed price backdrop. The latest share price is US$4.14, with a 30 day share price return of 12.81%, but a year to date share price return down...

Why Equity Residential is on investors’ radar today Equity Residential (EQR) has drawn fresh attention after a recent pullback, with the stock down about 1% over the past week but up around 6% over the past month. See our latest analysis for Equity Residential. At a share price of US$65.02, Equity Residential has seen a 30 day share price return of 5.96%, while the 1 year total shareholder return is down 4.13%. This suggests that recent momentum contrasts with a softer longer term...

In May 2026, American Battery Technology Company reported Q3 results showing sales of US$7.81 million versus US$0.98 million a year earlier, alongside a net loss of US$33.84 million compared with US$11.50 million and a basic loss per share from continuing operations of US$0.26 versus US$0.14. The combination of sharply higher revenue and a wider quarterly loss, despite a lower basic loss per share over the nine-month period, raises questions about how efficiently the company is scaling its...

Uniti Group (UNIT) is back in focus after reporting first quarter 2026 results that paired significant fiber revenue growth with fresh broadband expansions across Georgia, Texas, Kentucky, North Carolina, Florida and Oklahoma. See our latest analysis for Uniti Group. Those broadband and wholesale fiber updates have arrived alongside strong share price momentum, with the stock posting a 34.6% 3 month share price return and a 113.5% 3 year total shareholder return, even though the 5 year total...

In recent months, Abbott Laboratories reported Q1 2026 results that modestly exceeded sales and earnings expectations, closed its approximately US$21.00 billion acquisition of Exact Sciences to expand in cancer diagnostics, and continued to contend with extensive infant formula-related litigation and a securities class action. At the same time, the company’s decade-high dividend yield, long record of consecutive quarterly payouts, and growing medical devices footprint contrast with...

Earlier this week, CSW Industrials promoted Jeff Underwood to Executive Vice President while he continues as General Manager of Contractor Solutions, recognizing his role in integrating over US$1.00 billion of acquisitions since 2024 and supporting segment performance. The move underscores how CSW Industrials is leaning on leadership continuity in its Contractor Solutions segment to manage large-scale acquisitions, margin pressures, and culture during a period of business expansion. We will...

CME Group (CME) just moved into AI infrastructure finance, partnering with Silicon Data to launch what is described as the first compute futures market so investors can manage GPU price volatility. See our latest analysis for CME Group. Against that backdrop, CME Group’s share price is at US$297.70, with a year to date share price return of 10.39% and a 1 year total shareholder return of 12.81%. The 3 year total shareholder return of 86.36% points to momentum that has built over a longer...

Zenas BioPharma recently dosed the first subject in a Phase 1 trial of ZB021, an oral IL-17AA/AF inhibitor being evaluated for safety, tolerability, and pharmacokinetics in healthy volunteers in China, with early data expected by year-end 2026. This first-in-human study underscores ZB021’s potential as a differentiated oral alternative to injectable IL-17 biologics for autoimmune and inflammatory diseases, supported by preclinical data showing anti-inflammatory activity and favorable ADME...

Advanced Drainage Systems (WMS) is in focus as investors look ahead to its May 21 earnings report, with expectations for lower year over year earnings even as revenues are projected higher. See our latest analysis for Advanced Drainage Systems. At a share price of US$140.09, Advanced Drainage Systems has seen the share price fall 9.98% over the past month and 18.07% over the past quarter, even though the 1 year total shareholder return is 19.79% and the 3 year total shareholder return is...

In recent weeks, Zeta Global Holdings has drawn renewed attention as analysts highlighted stronger-than-expected Q1 results, outperformance from the Marigold acquisition, and growing adoption of its Athena AI marketing platform, while a board director donated 120,000 shares to a charitable foundation. This combination of AI-driven product momentum, acquisition outperformance, and insider philanthropy has sharpened investor focus on how Zeta’s data-rich marketing cloud may support future...

If you are wondering whether Nasdaq's current share price offers fair value or a potential opportunity, this article breaks down what the recent moves and fundamentals might be indicating. Nasdaq recently closed at US$90.93, with returns of 2.2% over the past week, 4.9% over the past month, a decline of 5.9% year to date, and gains of 13.2% over 1 year, 71.7% over 3 years, and 78.6% over 5 years. Recent headlines around Nasdaq have focused on its role as an exchange operator and technology...

Iridium Communications (NasdaqGS:IRDM) is set to acquire full ownership of Aireon, a provider of space-based air traffic surveillance. The deal will bring Aireon’s aviation surveillance platform fully under Iridium’s control, aligning it with Iridium’s existing satellite network and data services. The transaction is expected to deepen Iridium’s relationships with aviation partners and expand its role in global safety and mission critical communications. Iridium Communications, trading at...

Nomad Foods reported first-quarter 2026 results showing sales of €715.2 million and net income of €28.9 million, both lower than a year earlier. Shortly after releasing these softer figures, the company confirmed it would present at the 2nd Annual Spring One-on-One Virtual Conference, inviting closer investor scrutiny of its plans. We’ll now examine how the softer first-quarter results, alongside the upcoming one-on-one conference, may influence Nomad Foods’ investment narrative. Capitalize...

In recent months, Tractor Supply Company has faced pressure from higher wholesale costs, softer consumer discretionary spending, and macro headwinds, even as it continued expanding its rural lifestyle store base and maintained regular dividends, including a US$0.24 per share payment declared for June 2026. This mix of rising cost pressures, resilient store traffic, and ongoing capital returns highlights a business balancing near-term margin strain against a longer-term expansion plan...

Innovex International, Inc. has already reported first-quarter 2026 results showing US$239.03 million in sales and a net loss of US$16.67 million, issued second-quarter revenue guidance of US$235 million to US$245 million factoring in a less favorable product mix and Middle East conflict-related risks, and confirmed progress on its share repurchase program. Citi’s recent initiation of coverage, highlighting Innovex’s lower cyclicality, strong free cash flow conversion and the DIS...