U.S. Industrial REITs Stock News

Edgewise Therapeutics (EWTX) recently reported second quarter 2026 results that showed a wider net loss of $57.33 million and a basic loss per share of $0.53, compared with the prior year period. See our latest analysis for Edgewise Therapeutics. Despite the wider loss, Edgewise Therapeutics shares have shown strong momentum, with a 30 day share price return of 11.09% and an 85.98% year to date share price return. The 1 year total shareholder return of 212.16% and 3 year total shareholder...

In early August 2026, ServiceNow advanced its AI agenda with an Autonomous Security suite, new healthcare AI partner applications, and the opening of its first dedicated Brazil office with academic AI partnerships, while also appointing veteran marketer Simon Mouyal as Chief Marketing Officer. Together, these moves highlight ServiceNow’s push to embed AI across security, healthcare workflows, and emerging markets, aiming to make its platform central to how large organizations govern risk,...

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, Duolingo reported second-quarter 2026 results showing year-on-year revenue growth to US$298.45 million but lower net income of US$33.16 million, issued new guidance calling for continued revenue expansion, and later added veteran financial executive Sallie Krawcheck to its board and Audit, Risk and Compliance Committee. The mix of higher sales alongside reduced profitability, combined with Krawcheck’s extensive risk and financial oversight background, could influence how...

With Meta facing lawsuits from 30 US states that target how young users are treated online, digital identity, age-verification, and parental-control providers are suddenly in the spotlight. Products that help platforms prove who is using their services and how are moving from nice-to-have to must-have. This article walks through three US stocks connected to that shift and explains why their exposure to this news could matter for your portfolio. The three stocks in this article are just a...

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...

Norwegian Cruise Line Holdings (NCLH) is back in focus after commentary highlighted weaker passenger cruise days versus peers and ongoing negative free cash flow margins, bringing liquidity and the risk of potential equity dilution onto investors’ radar. See our latest analysis for Norwegian Cruise Line Holdings. The recent commentary on Norwegian Cruise Line Holdings comes after a mixed run in the stock, with the share price falling 16.55% year to date but rising 24.57% over the past 90...

Las Vegas Sands (LVS) recently reported quarterly results that missed consensus EPS estimates by 24% and came with sales 6.5% below expectations, while earnings fell 25% year over year and put renewed focus on its Macao exposure. See our latest analysis for Las Vegas Sands. Against that backdrop, Las Vegas Sands’ share price has eased over the year, with a year to date share price return of 29.11% decline and a 1 year total shareholder return of 11.98% decline. This suggests recent earnings...

Moderna stock has delivered a strong 126.0% return over the past year, yet the company still screens as expensive on broad valuation checks, so investors are weighing a sharp share price recovery against signals that the stock is not a clear bargain. Over the last 1 year, Moderna has returned 126.0%, which puts recent share price momentum front and center for anyone assessing whether current levels are stretched. The recently announced Phase 1 trial of the mRNA-1469 vaccine for Bundibugyo...

Rocket Companies (RKT) recently reported second quarter and first half 2026 earnings, highlighted by revenue of US$2,784 million and net income of US$230 million, compared with a net loss in the prior year period. See our latest analysis for Rocket Companies. Rocket Companies’ share price is US$14.76. The 7 day share price return is 7.58% and the 90 day share price return is 13.19%. The year to date share price return is down 25.75% and the 3 year total shareholder return is 48.55%. If you...

Brown & Brown (BRO) is back in focus after the company disclosed that Executive Vice President and former Retail Segment President P. Barrett Brown resigned from all officer and director roles on August 10, 2026. See our latest analysis for Brown & Brown. The resignation comes as Brown & Brown trades at US$70.54, with the share price returning 20.19% over the past 90 days, while the 1-year total shareholder return has declined 25.30%. This suggests that recent momentum has picked up after a...

CME Group (CME) is drawing fresh attention after outlining several new products, including index-based Hockey futures, Compute futures linked to AI chip rental costs, and 24/7 trading for its 100-Ounce Silver futures. See our latest analysis for CME Group. For investors watching CME Group, the recent product rollouts come as the stock trades at US$269.80, with a 10.10% 1 month share price return but an 11.58% decline over 3 months. The 5 year total shareholder return of 67.80% points to...

Microsoft (NasdaqGS:MSFT) announced new AI integration partnerships with S&P Global and ZoomInfo for Microsoft 365 Copilot this week. The partnerships focus on bringing verified financial, business and intent data directly into workflow-native tools such as Excel and Dynamics 365. Customers can run analysis, research and sales intelligence inside Microsoft 365 Copilot without separate data preparation steps. The move aligns with Microsoft’s push to make Copilot a central hub for trusted...

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...

Bloom Energy (BE) is back in focus after announcing an expanded partnership with MiTAC Computing Technology. Under this agreement, Bloom Energy will deploy fuel cell systems for an islanded microgrid at MiTAC's AI server manufacturing campus in Fremont, California. See our latest analysis for Bloom Energy. Recent news around MiTAC and Nebius has come alongside sharp moves in Bloom Energy stock, with the 1 day share price return down 2.66%, the year to date share price return at 132.99%, and...

Carnival stock has delivered a strong 83.3% gain over the past three years, yet its current price of US$28.12 still screens as cheap compared with an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and supporting market multiples. Carnival has returned 83.3% over the past three years, which means long term holders have already seen a significant recovery from earlier lows. The company’s new greenhouse gas emissions intensity reduction target may support expectations...

Corning stock moves after Apple product shift Corning (GLW) shares fell 2.7% after reports that key customer Apple scrapped a planned all glass 20th anniversary iPhone model, raising fresh questions about future specialty glass demand. See our latest analysis for Corning. For context, Corning’s recent 1 month share price return of 7.36% and year to date share price return of 83.07% point to strong momentum. However, the 3 month share price return declined 7.03%, and the 1 year total...

U.S. Physical Therapy, Inc. recently reported second-quarter 2026 results showing revenue of US$214.06 million but lower net income of US$9.9 million versus a year earlier, and its board declared a quarterly dividend of US$0.46 per share payable on September 11, 2026. The company also appointed experienced finance executive Nchacha Etta as Chief Financial Officer and Executive Vice President, effective September 1, 2026, adding a leader with senior roles across Omnicell, Essilor of America,...

Public Service Enterprise Group (PEG) has put fresh numbers on the table after reporting second quarter 2026 earnings. The results showed lower net income and earnings per share, which appear closely tied to the stock’s recent moves. See our latest analysis for Public Service Enterprise Group. At a share price of $76.04, Public Service Enterprise Group has seen its 30 day share price return fall 3.31% and its year to date share price return fall 6.11%. However, the 3 year total shareholder...

Infleqtion stock has surged over the past month, yet the company currently screens as expensive on broad valuation checks, which raises the question of how much of the recent optimism is already reflected in the price. Infleqtion has returned 41.5% over the past month, which signals that expectations around its quantum computing opportunity have shifted quickly. Recent commercial wins and government backed projects can support higher growth expectations, while the early stage nature of...

Global bond yields are climbing as inflation expectations stay firm and central banks keep policy tight for longer. That backdrop often pushes investors toward companies with steady cash generation that still trade below what detailed cash flow models suggest they are worth. This article highlights three stocks from the Undervalued Stocks Based On Cash Flows screener that could interest value focused investors who are looking for cash flow support and a margin of safety. The stocks covered...

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...

Earlier this month, PTC expanded its Intelligent Product Lifecycle vision by launching AI-powered FeatureScript MCP Server for Onshape, new AI-enhanced Codebeamer and Pure Variants releases, and Arena Connect integrations that link PLM, QMS, and other enterprise systems across the product value chain. Together, these launches push more engineering and lifecycle automation into natural language and low-code workflows, potentially reshaping how manufacturers capture, reuse, and integrate...

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...