U.S. Industrial REITs Stock News

Standex International (SXI) has quietly attracted fresh attention after recent share price gains, with the stock showing positive returns over the past month and over the past three months, prompting investors to reassess the diversified manufacturer. See our latest analysis for Standex International. At a latest share price of $241.82, Standex International has paired its recent short term gains with a 1 year total shareholder return of 33.08% and a 5 year total shareholder return of...

Illumina (ILMN) is back on investors’ screens after recent trading, with the share price closing at US$146.99. The move comes against a backdrop of mixed short term returns and longer term share price pressure. See our latest analysis for Illumina. The recent 1 day share price return of 0.99% and 30 day share price return of 8.99% sit alongside a 90 day share price return of 58.05%. However, the 5 year total shareholder return of 61.24% and 3 year total shareholder return of 26.73% highlight...

Tower Semiconductor (NasdaqGS:TSEM) shares are in focus after the company and LightIC Technologies announced a collaboration on silicon photonics for frequency modulated continuous wave LiDAR in automotive, robotics, and Physical AI applications. See our latest analysis for Tower Semiconductor. The LightIC tie up comes after a stretch of strong momentum, with Tower Semiconductor’s share price at US$124.78 and a 90 day share price return of 68.24%, while the 1 year total shareholder return...

In recent days, several brokerage firms have reiterated positive views on Ashland, with multiple analysts maintaining favorable ratings and expressing greater confidence in the company’s outlook. This broad alignment around an "Outperform" consensus signals that research houses are increasingly focusing on Ashland’s repositioned specialty chemicals profile and exposure to resilient end-markets. Against this backdrop of strengthening analyst consensus, we’ll examine how this renewed...

Brady (BRC) is back in focus after its latest quarterly results highlighted a mix of strengths and questions, with long term revenue and EPS growth contrasted with slower organic growth in its core business. See our latest analysis for Brady. Those mixed signals seem to be reflected in the market, with the 90 day share price return of 9.33% and 1 year total shareholder return of 14.44% pointing to momentum that is still constructive rather than fading. If Brady’s latest results have you...

DaVita recently launched its Community Health Experience initiative, partnering with organizations such as the American Diabetes Association and the YMCA to deliver no-cost health screenings and education to under-resourced communities across the US. This program highlights how DaVita is tying kidney care to earlier detection of related conditions like diabetes and hypertension, potentially strengthening its role in broader community health management. Next, we’ll explore how this expanded...

Sensata Technologies recently launched its STEV high-voltage contactor series for battery electric and plug-in hybrid vehicles, offering scalable, customizable switching solutions engineered for safety, efficiency, and compliance with stringent automotive standards. This product line extends Sensata’s electrification portfolio into critical EV power-protection hardware, positioning its contactors as core components across a wide range of global vehicle platforms. We’ll now examine how the...

Recent analyst reactions to Vital Farms (VITL) followed the company’s unexpected reduction in its 2025 revenue guidance, with several firms adjusting their views while still pointing to what they see as resilient earnings fundamentals. See our latest analysis for Vital Farms. Vital Farms’ share price has eased back recently, with a 30 day share price return of 10.82% and a 90 day share price return of a 22.16% decline, even though the year to date share price return is still 2.58%. The 1 year...

In January 2026, Royal Caribbean Group joined Miami-Dade leaders to break ground on a new US$345 million, LEED-targeted Cruise Terminal G at PortMiami, designed for up to 7,000 passengers and large Icon-class ships. The terminal’s dedicated-yet-flexible design, energy-efficient features, and integrated parking and intermodal facilities are intended to reinforce Miami’s role as a global cruise hub while enhancing Royal Caribbean’s guest experience infrastructure. We’ll now examine how this...

DXC Technology (DXC) shares are back in focus after the company was confirmed as a RISE with SAP Validated Partner, a move that sharpens its pitch in enterprise cloud modernization. See our latest analysis for DXC Technology. Despite the RISE with SAP validation and new kiosk rollout work, DXC’s 90 day share price return of 13.82% sits against a weaker 1 year total shareholder return of 25.04%. This suggests some recent momentum after a tougher stretch. If DXC’s cloud and SAP push has your...

Wintrust Financial (WTFC) is back on investors’ radars after its recent share moves, with the stock last closing at US$143.15 as returns have differed between the past week and the past three months. See our latest analysis for Wintrust Financial. Those recent share moves sit within a mixed picture, with an 11.79% 90 day share price return alongside a 0.34% year to date share price return and a 5 year total shareholder return of 125.79%. This suggests momentum has been building over the...

JBT Marel (JBTM) entered 2025 with a formal name change from John Bean Technologies Corporation, a shift that places its food processing and automation focus front and center for investors tracking the stock. See our latest analysis for JBT Marel. The name change comes as JBT Marel’s share price trades at $156.29, with a 90 day share price return of 14.29% and a 1 year total shareholder return of 28.51%, suggesting building momentum rather than short term noise. If you are looking for other...

T-Mobile US (TMUS) has drawn fresh investor attention after launching its limited time Better Value family plan. The plan targets multi line customers with premium 5G data, entertainment perks and international features at a lower entry price. See our latest analysis for T-Mobile US. The Better Value launch comes as T-Mobile US shares trade at US$189.67, with a 90 day share price return showing a decline of 16.32% and a 1 year total shareholder return showing a decline of 10.06%, while the 3...

Starbucks (SBUX) is back in focus after reports of continued same store sales declines and thinner operating margins, while options traders show unusually active, mixed positioning around the coffee chain’s near term outlook. See our latest analysis for Starbucks. At a share price of US$90.56, Starbucks has posted a 30 day share price return of 6.10% and a 90 day share price return of 9.29%, yet its 1 year total shareholder return is roughly flat at a 0.11% decline. This suggests recent...

VEON announced that its Ukrainian subsidiary Kyivstar has launched a 5G test zone in the historical center of Lviv, in coordination with the Ministry of Digital Transformation, to assess real-world urban network performance and prepare for potential wider deployment after the war. The pilot highlights how VEON is rebuilding Ukraine’s digital infrastructure while prioritizing nationwide 4G coverage, military-safety considerations, and future 5G expansion using 700 MHz and 3,500 MHz...

Earlier in January, National Storage Affiliates Trust announced a joint venture with an affiliate of Investment Real Estate Management, creating about US$350 million in buying capacity for value-add self-storage properties that will be operated under the Moove In brand. This partnership highlights NSA’s push to expand in markets with favorable population and demand trends while leveraging a regional operator’s local execution capabilities. We’ll now examine how this new US$350 million...

In the past week, Barclays analyst Brendan Lynch downgraded Lineage, Inc. from an “Overweight” to an “Equal-Weight” stance, reflecting a more cautious view of the company’s near-term prospects. This shift comes as several analysts have recently reduced their enthusiasm for Lineage, signaling a broader reassessment of the company’s outlook and risk profile. Next, we’ll examine how this growing analyst caution, particularly Barclays’ downgrade, may influence Lineage’s investment narrative...

OGE Energy (OGE) is reorganizing its commercial operations after OG&E created a new Commercial organization focused on customer engagement, systems planning, and sales, with John Laws appointed as Chief Commercial Officer to lead the effort. See our latest analysis for OGE Energy. At a share price of US$42.97, OGE Energy has recently seen a 1-day share price return of 1.13%, while its 1-year total shareholder return of 9.61% and 5-year total shareholder return of 72.30% suggest momentum has...

In recent days, Airedale by Modine has showcased its broad range of advanced data center cooling technologies, including free‑cooling air‑cooled chillers and intelligent control systems that help operators manage rising thermal densities and improve energy efficiency. A key development is the ability to cool server racks with 45°C water, which broadens the operational window for free and hybrid cooling and offers data centers more flexibility in minimizing Power Usage Effectiveness. Next,...

Option Care Health (OPCH) has drawn fresh attention after its board doubled the share repurchase authorization to $1.0b and paired that with preliminary 2025 results and new 2026 guidance that investors quickly reacted to. See our latest analysis for Option Care Health. The buyback expansion and fresh 2026 guidance have arrived alongside strong recent momentum, with an 8.39% one-day share price return and a 90-day share price return of 28.09%. The 5-year total shareholder return of 83.57%...

American States Water Company recently reported that its water utility subsidiary, Golden State Water Company, received California Public Utilities Commission approval for full second-year rate increases effective January 1, 2026, increasing adopted 2026 water revenue less water supply cost by about US$32.0 million versus 2025. This decision, enabled by Golden State Water meeting earnings tests across all rate-making areas, reinforces the importance of regulatory outcomes in shaping the...

Darling Ingredients (DAR) is back in focus after reporting a robust quarter, with revenue up 10% year on year, beating analyst expectations and topping peers on operating income performance. See our latest analysis for Darling Ingredients. The strong quarter sits alongside a clear pick up in momentum, with a 90 day share price return of 26.55% and a 1 year total shareholder return of 11.38%, even though the 3 and 5 year total shareholder returns of 39.97% and 39.76% declines still weigh on...

Littelfuse (LFUS) is back on investors’ radar after solid recent share performance, with returns of 7% over the past month and 6.4% in the past 3 months, prompting fresh interest. See our latest analysis for Littelfuse. With the share price at $281.2 and a 30 day share price return of 7.22%, Littelfuse’s 1 year total shareholder return of 23.44% suggests momentum has been building rather than fading. If Littelfuse has caught your eye, it may be a good moment to see what else is moving in tech...

Curtiss-Wright and Green Hills Software recently announced a new high-performance COTS platform that pairs Curtiss-Wright’s SOSA-aligned V3-1222 3U VPX module, featuring a 13th Gen Intel Core i7 and Iris Xe graphics, with Green Hills’ FACE-certified INTEGRITY-178 tuMP real-time operating system for safety-certifiable aerospace computing. This alliance extends safety-certifiable multicore computing into demanding defense, commercial aviation, and emerging air mobility uses by combining open...