U.S. Industrial REITs Stock News

Applied Digital has delivered very strong three year returns, yet its current valuation checks point to a stock that does not screen as a clear bargain right now. Applied Digital has returned about 4.2x over the past three years, which puts extra focus on whether the current share price already reflects much of that progress. Investor attention on AI infrastructure demand, highlighted again by recent sector news around companies such as CoreWeave and Super Micro, can support high...

Centuri Holdings (CTRI) drew fresh attention after its latest earnings update showed second quarter sales of US$961.99 million and an increased full year 2026 revenue outlook to a range of US$3.59 billion to US$3.79 billion. See our latest analysis for Centuri Holdings. Despite the raised full year outlook, Centuri Holdings shares have eased in recent weeks. The 1 month share price return is 14.73% and the 3 month share price return is 21.14% at a latest share price of US$23.62, while the 1...

STAAR Surgical Company reported past second-quarter 2026 results showing sales of US$93.54 million and net income of US$8.06 million, reversing a loss a year earlier. For the first half of 2026, the company more than doubled sales to US$187.06 million and moved from a large loss to profitable earnings per share, coinciding with Warren Foust’s appointment as President and Chief Executive Officer. Next, we’ll examine how this return to profitability, alongside Foust’s elevation to CEO,...

Pulse Biosciences, Inc. recently reported that for the second quarter and first half of 2026 its net loss widened to US$24.66 million and US$43.24 million respectively, with basic loss per share from continuing operations increasing to US$0.36 for the quarter and US$0.63 for the half year. On the same day, the company also filed for a US$75 million at‑the‑market follow-on equity offering, highlighting both its increased cash needs and its reliance on equity financing to support ongoing...

Why Global-E Online Stock Is Back In Focus After Fresh Guidance Global-E Online (GLBE) moved back onto investor radars after raising full year 2026 revenue guidance to a range of $1,305 million to $1,355 million, alongside detailed second quarter 2026 earnings results. See our latest analysis for Global-E Online. Global-E Online's raised full year guidance and strong second quarter figures have coincided with a 46.73% 90 day share price return and a 37.49% 1 year total shareholder return,...

Ingles Markets (IMKT.A) stock is reacting to fresh earnings after the supermarket chain reported third quarter sales of US$1,368.32 million and net income of US$25.9 million, alongside higher nine month net income and earnings per share. See our latest analysis for Ingles Markets. At a share price of US$87.01, Ingles Markets has given investors a year to date share price return of 24.89% and a 1 year total shareholder return of 36.72%. The recent 1 month share price return has eased 3.48% as...

LightPath Technologies stock has delivered very strong gains in recent years, yet the current valuation checks lean expensive rather than cheap. After such a powerful move, investors are weighing whether the recent share price strength leaves much room for a margin of safety. Over the past 3 years, LightPath Technologies has returned about 8.5x, which puts the recent valuation front and center for anyone considering the stock today. The investment case can be supported if LightPath...

In August 2026, Encore Capital Group, Inc. reported second-quarter 2026 results showing higher revenue of US$491.87 million and net income of US$64 million versus the prior year, alongside stronger earnings per share and completion of a multi-year share repurchase totaling 6,888,620 shares for US$344.42 million. Encore also revised its full-year 2026 earnings guidance to US$13.00–US$14.00 per share even after US$1.00 per share in refinancing costs, highlighting management’s confidence in the...

In August 2026, HubSpot reported that second-quarter 2026 revenue rose to US$911.74 million with net income of US$43.34 million, and it issued new guidance calling for full-year 2026 revenue of about US$3.68 billion and GAAP net income of roughly US$180 million to US$184 million. Alongside these results, HubSpot completed a US$742.88 million share repurchase program and added former Google AI executive Jerry Dischler to its board, underscoring its focus on AI-enabled growth and capital...

Thermo Fisher Scientific stock has delivered a 20.7% gain over the past year, and the latest checks suggest it now sits close to its estimated intrinsic value rather than looking clearly cheap or clearly expensive. Thermo Fisher Scientific is up 20.7% over the past 12 months, which puts more focus on whether current buyers are paying a fair price for the cash flows that the business may generate. The recent sale of the microbiology business and ongoing work in proteomics and precision...

Aurora Innovation (AUR) stock is in focus after Arrow McLaren IndyCar Team announced a multi year partnership that will put the self driving truck developer’s branding on high profile race assets. See our latest analysis for Aurora Innovation. The new Arrow McLaren partnership arrives as Aurora Innovation stock trades at US$6.99, with a 1 month share price return of 15.35% and an 80.62% year to date share price return. The 3 year total shareholder return of 113.11% points to stronger longer...

Performance Food Group stock has delivered a strong 148.7% total return over the past 5 years, yet the valuation checks suggest the shares are not obviously cheap at current levels. The recent pullback over the last month and week raises the question of whether this is a healthy pause in a strong run or a signal that expectations have run ahead of fundamentals. Over 5 years, Performance Food Group has returned 148.7%, which points to investors having already priced in a lot of...

Datadog stock has delivered very strong gains over the past three years, yet its current price looks expensive on traditional multiples while an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach points to almost 20% upside. Datadog has returned 172.8% over the past three years, which puts extra focus on whether the current valuation leaves enough room for future execution risk. Recent investment activity in AI related tools and concerns about concentration in a large...

In August 2026, Amprius Technologies, Inc. raised its full‑year 2026 outlook, now expecting at least US$140 million in revenue and a net loss under US$10 million (or under US$0.08 per share), while also reporting second‑quarter sales of US$34.03 million and a reduced net loss of US$3.15 million. The combination of stronger sales growth and narrower losses suggests Amprius is scaling its business more efficiently, potentially reinforcing confidence in its commercial battery model and...

Modine Manufacturing (MOD) has caught investors’ attention after a recent share price move, with the stock last closing at US$209.50. That shift is prompting a closer look at recent return figures. See our latest analysis for Modine Manufacturing. For context, Modine Manufacturing’s recent 1 day share price return of 2.94% and 7 day share price return of 7.11% sit against a 30 day share price decline of 8.65% and a 90 day share price decline of 15.23%. At the same time, the year to date share...

The RealReal reported past second-quarter 2026 results with revenue rising to US$192.57 million from US$165.19 million, but its net loss widened to US$27.23 million, and it opened a larger West Palm Beach boutique as its 18th U.S. retail location. The company also raised its full-year 2026 and third-quarter revenue guidance, highlighting confidence in AI-driven efficiencies, growing buyer activity, and improved margins despite ongoing losses. Next, we’ll examine how RealReal’s raised...

Align Technology stock has delivered a steep 73.4% decline over the past five years, yet the current intrinsic value estimate from a Discounted Cash Flow (DCF) model still points to meaningful upside compared with where shares trade today. At the same time, broader valuation checks and earnings multiples suggest pricing that is closer to fair than outright distressed. The share price is down 73.4% over five years, which frames the current valuation debate around whether this is a long term...

Rush Street Interactive (RSI) is drawing fresh attention after partnering with gaming supplier AGS to bring Bonus Spin Xtreme progressive table games online through BetRivers and PlaySugarHouse across selected U.S. states and Canadian provinces. See our latest analysis for Rush Street Interactive. Alongside the AGS tie up and its upcoming appearance at the Oppenheimer Technology, Internet & Communications Conference on 12 August 2026, Rush Street Interactive has seen mixed momentum, with a 1...

Alcoa stock has delivered a 78.5% gain over the past three years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples still point to the shares trading below what the underlying business may justify. Alcoa has returned 78.5% over three years, which puts fresh focus on whether the current price around US$49.98 still leaves room for further value to be realised. The key support for valuation can come from the company’s ability to convert revenue into steady...

Federal rescheduling of medical marijuana to Schedule III has turned a complex policy story into a real money question for U.S. cannabis operators like Trulieve, Curaleaf and Green Thumb Industries. Tax relief, shifting politics and fresh regulatory risks are all converging at once. This article walks through three stocks from our U.S. Cannabis Operators screener that are directly exposed to this news, and what that could mean for your portfolio decisions. The three stocks highlighted below...

Dana Incorporated recently reported past second-quarter 2026 results showing sales of US$2,010 million versus US$1,935 million a year earlier, raised its full-year 2026 sales guidance to US$7.65 billion–US$7.85 billion, and continued executing its share buyback program. Alongside these figures, the company reported a very large six-month net income uplift to US$1.08 billion and completed repurchases totaling 30.65% of its shares since June 2025, signaling a clear capital return focus. We’ll...

In the past quarter ended June 30, 2026, Plains GP Holdings, L.P. reported sales of US$17,693 million and net income of US$389 million, with basic and diluted earnings per share of US$1.97, all sharply higher than a year earlier. Over the first six months of 2026, the company’s sales reached US$30,162 million and net income rose to US$408 million, indicating a significantly stronger earnings profile than the prior-year period. We’ll now examine how this sharp jump in quarterly earnings and...

HCI Group stock has more than tripled over the past three years while the broader valuation checks still flag it as looking cheap. This raises a clear question about how much good news is already in the price. HCI Group has delivered a very large 237.0% return over the past three years, which puts recent short term moves into context for anyone thinking about new capital going into the stock. Strong recent earnings and the completed US$80 million share repurchase program can support...

ICL Group (NYSE:ICL) is back in focus after reporting second quarter 2026 sales of US$2,135 million and net income of US$137 million, alongside board approval for a new end market operating model. See our latest analysis for ICL Group. The recent earnings update and operating model shift have come alongside a 9.90% 30 day share price return, yet ICL Group’s share price is still down 13.55% over 90 days and its 1 year total shareholder return is down 7.98%. This suggests improving short term...