U.S. Industrial REITs Stock News

If you are holding shares of Vita Coco Company (COCO) or considering jumping in, Piper Sandler’s recent upgrade to 'Overweight' might catch your attention. The move comes as a result of Vita Coco’s skillful handling of tariff challenges, as the company’s strategic adjustments in sourcing have impressed analysts and led to a more positive outlook. With shares rising 6.3% after the news, it appears that investors are reacting to growing confidence in Vita Coco’s ability to navigate external...

If you have been watching Mercury Systems (MRCY) lately, the recent announcement of a new production agreement with AeroVironment for the US Space Force’s SCAR program is likely catching your eye. Mercury is now tapped to support two additional BADGER communication systems, expanding its role in this multi-year defense project. Pair this with improving full-year earnings figures, with sales up 6% and net losses much narrower, and it is easy to see why investors are paying attention. The past...

Walmart (WMT) shares have quietly slipped lower this week, catching the attention of investors who have grown used to seeing the retail giant defy headwinds. While there was no headline event driving the latest dip, the move has some wondering whether the world’s largest retailer is signaling a shift in market sentiment or simply taking a breather after a long run. If you are trying to decide what to do with Walmart stock right now, this subtle price drop may lead you to question what the...

If you are watching Scholar Rock Holding (SRRK), this week’s news probably caught your eye. Shares surged 14% right after the company published positive Phase 3 SAPPHIRE trial results for its SMA therapy, apitegromab, in The Lancet Neurology. The data shows real motor function improvements in children and adults with spinal muscular atrophy, which is a significant development for families and clinicians seeking new options. Just as important, the FDA has now accepted the company’s Biologics...

LKQ (NasdaqGS:LKQ) recently announced a significant leadership change, appointing John Mendel as its new Chairman of the Board following Guhan Subramanian’s decision to step down and set his retirement date for early next year. Mendel brings extensive experience from his roles at American Honda and Ford, which represents a notable shift in leadership for the parts distributor. The board describes this move as an effort to enhance strategy execution, reconsider the business mix, and promote...

If you’ve been following Insulet (PODD) lately, you’ll know there’s plenty of buzz around the stock. The surge in Insulet’s share price has been driven by three impactful events: its Omnipod 5 system secured FDA clearance for type 2 diabetes, the company launched this system in new international markets, and it also introduced Omnipod Discover, a digital platform aimed at further improving patient engagement. For those wondering why Insulet keeps hitting new highs, these moves demonstrate how...

If you have been watching Clarivate (NYSE:CLVT) lately, the past week has delivered some news that could sway investor sentiment. The company just landed a major deal with the University of Melbourne to supply a suite of library management tools, expanding its footprint in higher education. At nearly the same time, Clarivate introduced a beta version of its AI-powered Regulatory Assistant, which is designed to simplify the work of regulatory professionals across biopharma, medtech, and...

If you have been watching Trex Company (TREX), this week’s news might give you pause or fresh conviction. The company just expanded its partnership with International Wood Products, a move that puts Trex decking and railing front and center at a new Salt Lake City facility and across all of IWP’s regional hubs. For investors, this signals a concrete push into growth regions, with Utah and the broader Intermountain West now in sharper focus. These are areas where the housing market could offer...

If you’ve been watching Evolv Technologies Holdings (EVLV) lately, you probably noticed the outsized moves after the company released its second quarter results and raised its outlook for the rest of 2025. Evolv posted a 29% jump in quarterly revenue compared to last year, and management actually raised their full-year revenue forecast. This is a clear sign they believe momentum is building. The company’s renewed emphasis on efficiency suggests they’re not just pursuing growth, but also...

Halliburton (HAL) has just wrapped up a busy few weeks. Second-quarter earnings landed right on target, but with declines in several core segments due to softer North American activity. At the same time, the company secured a five-year contract with ConocoPhillips to deliver well stimulation services in the North Sea, highlighting Halliburton’s focus on integrated offshore solutions and digital technology upgrades. The combination of recent results and strategic wins is prompting investors to...

AAR (NYSE:AIR) just made a move that has investors sitting up and taking notice. The company announced the issuance of $150 million in additional 6.750% senior notes, which it plans to use for repaying borrowings on its unsecured revolving credit facility. As refinancing events go, this one is designed to streamline AAR’s capital structure and could signal confidence in their plans heading into 2029. Moves like this do not always trigger big headlines, but they do tend to matter in the long...

Tutor Perini (TPC) just filed a shelf registration for an ESOP-related offering, putting 2 million new shares of common stock on the table. For investors, this type of move naturally raises questions about how expanding employee ownership may affect the company’s capital structure and, more importantly, the future direction of the stock. While this is not a routine event, such offerings sometimes signal management's confidence or an effort to align worker and shareholder interests, but can...

If you have been following Virtu Financial (VIRT) lately, recent analyst upgrades and brighter earnings estimates may have caught your eye. This week, multiple research firms boosted their outlook on Virtu, underscoring the stock’s strong value scores and its new top-rated buy designation. For investors weighing their next move, these upward shifts are often early signals that Wall Street’s view of future profitability is changing. Sometimes, these changes in sentiment appear well before...

If you’re wondering what to do with your ServiceNow shares or thinking about entering the market, you’re definitely not alone. The stock world’s been watching as ServiceNow’s price has moved through a wave of market shifts, including a notable 7.1% gain over the last year, as well as a remarkable 103.5% rise in the past three years and 84.0% over five years. Such solid long-term returns have only fueled debate over whether ServiceNow is heading into a new era of growth or if investors need to...

Crown Castle (CCI) just delivered its second quarter results, and the headline is hard to miss: earnings topped expectations, and management raised its outlook for the rest of 2025. That means upward revisions for key metrics such as adjusted funds from operations, site rental revenue, and EBITDA. However, year-over-year comparisons are still coming in lower. For investors watching this space, these moves suggest that the company’s execution is gaining more confidence from its own leadership,...

Onto Innovation recently participated in the 6th Annual Needham Virtual Semiconductor & SemiCap 1x1 Conference and the Oppenheimer 28th Annual Technology, Internet & Communications Conference, showcasing its latest developments and strategic direction. These events came shortly after the announcement that Onto Innovation is acquiring Semilab International’s materials analysis unit, a move expected to significantly enhance its revenue and margin profile by the second half of 2025. We'll...

Driven Brands Holdings Inc. recently appointed Mo Khalid as Executive Vice President and Chief Operating Officer, with Tim Austin stepping in as President of Take 5, following the company's earlier sale of its U.S. Car Wash business. This leadership transition introduces an executive with significant operational experience across hospitality and consumer sectors, marking a reorganization aimed at strengthening operational focus in core segments. We'll explore how these executive appointments...

Darling Ingredients (DAR) is back on investors’ radar this week after a flurry of activity. Chairman and CEO Randall Stuewe sold 62,500 shares, Piper Sandler trimmed its outlook for the stock, and in the same window, the company launched Nextida, a new joint venture intended to push into health and wellness. The insider sale and reduced price target both highlight the uncertainty surrounding renewable diesel margins given a shifting regulatory landscape, while management is actively seeking...

Pentair (PNYSE:PNR) just delivered a quarterly update that is likely to turn the heads of investors on the fence about the stock. The company’s second quarter results easily topped both Wall Street estimates and management’s own targets, with adjusted earnings per share climbing 14% from last year. Pentair didn’t stop there; management promptly raised both full-year earnings and sales growth projections, while continuing a nearly half-century streak of annual dividend hikes with a fresh 9%...

If you are a shareholder in Kingsoft Cloud Holdings (NasdaqGS:KC) or simply watching from the sidelines, the latest Q2 2025 update may give you pause and perhaps a reason to dig deeper. The company just announced a 24% jump in revenue, propelled largely by a surge in its AI business and expanding partnerships. Management appears optimistic too, forecasting even greater growth for the second half of the year, thanks in part to deeper integration of AI across healthcare, finance, and public...

If you are holding shares of American International Group (AIG) or thinking about getting in, the past month’s move likely has your attention. Several analysts have upgraded their earnings forecasts for AIG’s fiscal 2025, which has fueled upbeat sentiment and helped drive the price higher. Activity like this, combined with insider stock purchases, suggests investors see momentum building behind the insurance giant’s fundamentals. Looking at the bigger picture, AIG’s stock is up 14% so far...

IQVIA Holdings partners with Kexing Biopharm: What does it mean for investors? IQVIA Holdings (NYSE:IQV) has announced a new partnership with Kexing Biopharm to accelerate the global development and commercialization of innovative drugs and biosimilars. The agreement leverages IQVIA’s strengths in clinical trial design, regulatory strategy, and operational scale, with the goal of expanding access to regulated markets in Europe and other regions. For those following the healthcare services...

If you’re following Apple Hospitality REIT (APLE), you probably noticed the flurry of activity surrounding the stock this month. Executive Chairman Glade Knight just picked up 5,000 shares, and with the company recently reaffirming its consistent monthly dividend, there is renewed attention on APLE’s efforts to reward and reassure shareholders. Mixed financial results and shifting economic conditions may have some investors on edge, but management is clearly signaling confidence through...

Viking Holdings (NYSE:VIK) just posted quarterly earnings that might prompt investors to take another look. The company’s second quarter results stand out for two big reasons: a sharp jump in both revenue and net income compared to last year, plus a swing from a six-month net loss to a profit. Along with the improved bottom line, Viking is making moves to expand its business by announcing the addition of a new river ship in Egypt and unveiling plans for a much larger fleet in the coming...