U.S. Industrial REITs Stock News

A sharp rise in call option trading on POET Technologies (POET), with volume about twice typical levels and higher implied volatility, has pulled the stock onto traders’ radar ahead of the upcoming earnings report. See our latest analysis for POET Technologies. Beyond the options spike, POET Technologies’ share price has moved to $8.09, with a 30 day share price return of 36.20% and a 1 year total shareholder return of 60.83%, suggesting momentum has been building over both shorter and longer...

Travelers Companies (TRV) has been drawing fresh attention after recent share price swings, with the stock up about 0.6% over the past day but down 6.1% over the past month. See our latest analysis for Travelers Companies. The recent pullback, including a 6.1% 1 month share price return decline, comes against a stronger backdrop, with a 1 year total shareholder return of 15.5% and 5 year total shareholder return of 107.9%. This suggests that longer term momentum has been resilient even as...

Progyny recently told investors at the J.P. Morgan Healthcare Conference in San Francisco that it expects its fourth quarter and full-year 2025 results to come in slightly above the financial guidance it issued in November, helped by stronger-than-anticipated member engagement late in the year. This guidance update suggests that Progyny’s underlying benefits platform usage remained resilient despite leadership changes, underscoring how member engagement can directly influence its financial...

GSI Technology has announced a government-funded proof-of-concept with Israel’s G2 Tech and two agencies, including the U.S. Department of War, to integrate its Gemini-II compute-in-memory APU into Sentinel, an autonomous perimeter security system coordinating drones and cameras for real-time monitoring and response. Around US$1,000,000 in expected funding to optimize and integrate Gemini-II into a mission-critical defense application underscores the technology’s relevance for on-device AI...

In early 2026, Counterpart Health, a subsidiary of Clover Health Investments, reported 2025 results showing wider clinician adoption of its AI-powered physician enablement platform, stronger quality metrics including the top HEDIS score nationwide for a PPO Medicare Advantage plan, and reductions in hospitalizations and readmissions for chronic diseases. The rollout of integrated ambient scribing, natural language chat, and enterprise-level tools suggests Clover’s AI platform is moving...

On 12 January 2026, Zscaler, Inc. appointed Dr. Swamy Kocherlakota as Executive Vice President of Agentic AI Security Engineering to architect security for autonomous AI agents and further expand its Zero Trust Exchange platform. This hire highlights Zscaler’s push deeper into the AI security stack, aiming to address emerging risks at the platform architecture level rather than through isolated point tools. We’ll now examine how Kocherlakota’s focus on agentic AI security could influence...

AOP Health US has expanded U.S. distribution of Rapiblyk (landiolol) through several wholesalers, including McKesson (MCK). This expansion gives hospitals wider access to this FDA approved critical care cardiac therapy. See our latest analysis for McKesson. For McKesson, participation in the expanded Rapiblyk distribution sits against a backdrop of firm share price momentum, with the stock at $834.16 and a 90 day share price return of 7.57%. Over longer horizons, total shareholder returns of...

What Recent Returns Say About Encompass Health (EHC) Encompass Health (EHC) has drawn attention after a period of mixed share performance, with a 1 day slip, a roughly 6% decline over the past week and a steeper drop over the past 3 months. At the same time, the stock shows a 1 year total return of about 8% and a 3 year total return of around 67%, while the 5 year total return is near 54%, giving investors a broad set of reference points. See our latest analysis for Encompass Health. Recent...

If you are wondering whether Grab Holdings is offering fair value at its recent price of US$4.63, you are not alone. This article is built to help you frame that question clearly. The share price has seen a 8.9% decline over the last week and a 7.8% decline over the past month, although it is up 3.8% over 1 year and 24.8% over 3 years, while still sitting 68.9% below its 5 year level. These moves come as investors continue to weigh the prospects of Grab's core ride hailing, deliveries, and...

Savara (SVRA) is back in focus after the company disclosed an exclusive US distribution deal with PANTHERx Rare Pharmacy for MOLBREEVI, tied to a recent FDA Biologics License Application and Priority Review request. See our latest analysis for Savara. The exclusive MOLBREEVI agreement comes after a strong period for Savara, with a 90 day share price return of 67.6% and a 1 year total shareholder return of 94.17%. However, the 30 day share price return of 9.23% suggests some cooling in the...

In early January 2026, Transocean Ltd. reported a new contract for its Deepwater Mykonos rig with bp in Brazil and an extension for the Transocean Enabler in Norway, together adding approximately US$168 million in firm backlog and extending work on the Enabler through September 2027. These awards further build Transocean’s contracted work pipeline, reinforcing the role of long-term offshore projects in supporting its future revenue visibility. Next, we’ll consider how this additional US$168...

If you are wondering whether Shake Shack at around US$99.93 is offering fair value or stretching expectations, you are not alone. The stock has returned 10.4% over the last 7 days and 19.5% over the last 30 days, with a 19.7% return year to date but a 14.5% decline over the last year and a 7.4% decline over 5 years, alongside an 83.7% return over 3 years. Recent coverage has focused on how these mixed time frames have left some investors reassessing what they are willing to pay for a premium...

Why the latest PAPZIMEOS update matters for Precigen (PGEN) Precigen (PGEN) just highlighted rapid commercialization momentum for PAPZIMEOS, the only FDA approved therapy for adults with recurrent respiratory papillomatosis, alongside expanding US payer coverage and a validated European Medicines Agency filing. See our latest analysis for Precigen. The PAPZIMEOS update lands after a mixed stretch of trading, with a 1 day share price return of 5.76% and a 30 day share price return of 15.75%...

Recent analyst actions on Hub Group (HUBG), including an upgrade to Outperform and several target increases, have sharpened investor focus on the company’s intermodal exposure, cash generation, and potential benefits from an industry rail merger. See our latest analysis for Hub Group. The recent run of analyst upgrades comes as momentum in Hub Group’s shares has picked up, with a 30 day share price return of 9.09% and a 90 day share price return of 28.61%. Meanwhile, the 1 year total...

Recent exploration drilling at Hycroft Mining Holding (HYMC) uncovered high grade silver veins at its Nevada project, alongside fresh insider buying, debt elimination, and a very large share price move tied to stronger precious metal prices. See our latest analysis for Hycroft Mining Holding. Those drilling results, insider buying and the debt clean up sit against a powerful run in the shares, with a 30 day share price return of 161.97% and a very large 1 year total shareholder return,...

Karman Holdings (KRMN) has caught investor attention after strong recent share price moves, with the stock last closing at $108.01 and posting double digit returns over the past month and past 3 months. See our latest analysis for Karman Holdings. Those sharp recent moves are on top of a 40.6% year to date share price return. This suggests momentum has been building as investors reassess Karman Holdings' growth potential and risk profile at around $108 per share. If Karman’s fast climb has...

If you are wondering whether Solventum is offering fair value or represents an opportunity on sale right now, this article walks through what the current price might be indicating. The stock most recently closed at US$80.05, with returns of 11.1% over the past year, a 1.3% gain year to date, and declines of 5.0% over 7 days and 2.2% over 30 days. Recent headlines around Solventum have focused on its position within the healthcare sector and investor interest in how the business trades as a...

Earlier in January 2026, Argan, Inc. reported third-quarter fiscal 2026 earnings that exceeded analyst expectations, slightly missed revenue forecasts, and its Board approved a 33% increase in the quarterly cash dividend, while Director Peter W. Getsinger sold 10,595 shares for about US$3.38 million. This combination of stronger earnings and a sharply higher dividend highlights Argan’s emphasis on returning cash to shareholders even as insider ownership shifts. Next, we’ll examine how the...

In recent days, Rivian Automotive reported 2025 production of 42,284 vehicles and deliveries of 42,247, while also initiating a major recall of nearly 20,000 R1S and R1T vehicles in the US to fix an improperly assembled rear toe link at no charge. At the same time, Rivian appointed Greg Revelle as Chief Customer Officer to oversee the entire customer journey, highlighting a push to tighten execution on sales, marketing, and operations amid rising questions about demand and quality. Against...

Earlier this month, Himax Technologies highlighted its WiseEye endpoint AI, automotive display IC portfolio, and Front-lit LCoS microdisplays at CES 2026, while also addressing progress in co-packaged optics collaborations and preparing to discuss its 2025 results at the upcoming Needham Growth Conference and February earnings call. A key development was the new AR glasses optical reference design jointly announced by Vuzix Corporation and Himax, pairing Himax’s ultra-compact HX7319FL...

Why Revolve Group’s new Grove store matters for investors Revolve Group (RVLV) has opened a new permanent store at The Grove in Los Angeles, extending its presence beyond e commerce and into a high visibility, experiential retail setting. The two level space brings the REVOLVE and FWRD concepts under one roof, with apparel, footwear, accessories, beauty, home products, and a growing focus on menswear and pre owned luxury handbags through FWRD Renew. See our latest analysis for Revolve...

If you are trying to figure out whether Centrus Energy's share price makes sense right now, the key question is how that price compares with the underlying value of the business. The stock recently closed at US$307.57, after a 4.8% decline over the last 7 days, a 34.5% gain over 30 days, a 12.9% gain year to date, a 317.8% gain over 1 year and a very large gain across 3 and 5 year periods. Recent news coverage has focused on Centrus Energy's role in the nuclear fuel supply chain and ongoing...

This article examines whether AT&T, trading at around US$23.61, represents a solid value opportunity or a value trap by reviewing what the numbers indicate. The share price has declined 1.5% over the last 7 days, is down 2.9% over 30 days and 3.9% year to date, while the 1-year return is 12.5% and the 3- and 5-year returns are 46.5% and 45.7% respectively. Recent coverage of AT&T has focused on its position in the US telecom sector and ongoing investor interest in established dividend...

Why Strive Asset Management (ASST) Is On Investors’ Radar Strive Asset Management (ASST) has drawn attention after recent share performance data highlighted a one-month return of 30.51% and a past three-month return of 14.44%, alongside revenue of US$5.51m and a net loss of US$223.39m. See our latest analysis for Strive Asset Management. The recent 30-day share price return of 30.51% and year to date share price return of 19.13%, with the stock now at US$1.03, suggest that momentum has picked...