U.S. Industrial REITs Stock News

Event context and recent share performance Solventum (SOLV) has been drawing fresh investor attention after its recent trading performance, with the stock up about 11% over the past 3 months while showing a modest gain so far this year. See our latest analysis for Solventum. At a share price of $80.44, Solventum has a 90 day share price return of 11.47% and a 1 year total shareholder return of 10.66%. This points to momentum that has been building over the medium term, even as shorter term...

If you are wondering whether Exelixis at US$45.44 is still a sensible entry or more of a hold, the key question is how its current price compares with its underlying value. The stock has logged returns of 2.9% over the past week, 9.2% over the past month, 4.3% year to date, 24.3% over one year, 174.9% over three years and 113.1% over five years. This naturally raises questions about risk, timing and what is already priced in. Recent attention around Exelixis has centered on its position in...

Taiwan Semiconductor Manufacturing’s strong quarterly results and sharply higher capital spending plans have put Applied Materials (AMAT) in focus, as investors reassess how sustained AI driven chip demand might influence key equipment suppliers. See our latest analysis for Applied Materials. Those gains came on top of an already strong run, with a 30 day share price return of 23.27% and a 90 day share price return of 41.82%, while the 1 year total shareholder return sits at 72.82%. This...

In January 2026, American International Group, Inc. announced that Chairman and CEO Peter Zaffino would move to Executive Chair and retire as CEO by mid-year, with industry veteran Eric Andersen joining as CEO-elect and President on February 16, 2026, ahead of an orderly transition to CEO after June 1, 2026. This handover follows a multiyear turnaround that produced five consecutive years of underwriting profitability and more than US$19.00 billion returned to shareholders, and brings in a...

In January 2026, Perdoceo Education Corporation announced a new share repurchase program authorizing up to US$100,000,000 of common stock buybacks through June 30, 2027. The company also reported having already retired 2,500,000 shares for US$74,800,000 under its July 2025 authorization, highlighting an active capital return approach. Next, we will examine how this expanded buyback authorization and recent repurchase activity influence Perdoceo Education’s broader investment narrative. The...

Recent performance snapshot for Jazz Pharmaceuticals (JAZZ) With no single headline event driving attention today, Jazz Pharmaceuticals (JAZZ) is drawing interest for its recent trading pattern, including a 0.2% daily move and a roughly 6.8% gain over the past week. See our latest analysis for Jazz Pharmaceuticals. The recent 6.8% 7 day share price return sits against a 90 day share price return of 25.8% and a 1 year total shareholder return of 39.6%, which suggests momentum has been building...

In recent weeks, Uranium Energy Corp drew attention after a unit acquired US$4,000,000 of Anfield Energy subscription receipts, with key shareholder and escrow milestones scheduled for late February and March 2026. This transaction coincided with growing expectations for higher U.S. uranium demand, as federal support for nuclear power and domestic mining gains momentum. Against this backdrop, we’ll explore how the combination of projected power demand from AI and cryptocurrency data centers...

In early January 2026, Upstream Bio, Inc. presented at the 44th Annual J.P. Morgan Healthcare Conference, while analysts initiated and upgraded coverage around its asthma candidate verekitug and the upcoming Phase 2 VALINAT readout. The combination of growing physician enthusiasm for long-acting TSLP inhibition and expectations for the VALINAT data has sharpened investor focus on Upstream Bio’s clinical pipeline. Against this backdrop, we’ll examine how physician interest in verekitug and...

In recent weeks, Mineralys Therapeutics reported stronger-than-expected third-quarter 2025 results while advancing its lead drug lorundrostat toward a New Drug Application for uncontrolled hypertension and chronic kidney disease. At the same time, senior executives executed pre-arranged Rule 10b5-1 stock sales as lorundrostat gained recognition in JAMA’s Research of the Year Roundup and the company presented at the 15th Annual LifeSci Partners Corporate Access Event. Against this backdrop,...

Earlier this week, Ormat Technologies, Inc. announced it had been awarded the Telaga Ranu Geothermal Working Area in Halmahera, North Maluku, securing long-term rights to explore and potentially develop up to 40MW of baseload geothermal capacity in Indonesia’s feed-in tariff zone. This concession deepens Ormat’s presence in Indonesia’s energy transition program, adding a regulated-tariff project that could enhance the company’s long-term international development pipeline and revenue...

Setting the stage after recent performance Novavax (NVAX) has drawn fresh attention after a mixed stretch, with the share price down about 5% over the past day but up around 19% over the past month and modestly higher year to date. See our latest analysis for Novavax. Against that backdrop, Novavax’s 30 day share price return of about 19% and year to date share price gain of around 9% sit alongside a 1 year total shareholder return of roughly 9% decline. This points to improving short term...

Citi and Mesirow analysts recently updated their views on Deckers Outdoor ahead of its fiscal Q3 report, highlighting shifting expectations around the company’s earnings prospects without any major new corporate announcements. A key theme across this commentary is growing attention on UGG demand amid cooler weather, set against existing concerns about overall demand stability and brand performance. We’ll now examine how this renewed focus on weather-driven UGG demand shapes Deckers...

Earlier this month, Babcock & Wilcox Enterprises announced it had selected Siemens Energy to supply steam turbine generator sets for its one‑gigawatt power project backing Applied Digital’s AI factory, while also disclosing the planned May 2026 departure and consulting transition of long‑time General Counsel John Dziewisz and an upcoming Needham conference appearance. The Siemens Energy collaboration anchors Babcock & Wilcox’s role in powering large‑scale AI infrastructure using a proven...

In recent years, Bunge Global has reported annual sales declines of 3.7% and earnings per share falling 19% per year, while also contending with limited cash reserves that may require shareholder-dilutive financing. This combination of shrinking top- and bottom-line performance and a strained liquidity position raises questions about how effectively Bunge Global’s products are resonating with its end markets. Next, we’ll examine how concerns about Bunge Global’s weakening earnings and...

In recent days, Dynatrace has drawn attention as investors look ahead to its upcoming earnings report, weighing mixed analyst views on its outlook and industry challenges in observability and cybersecurity software. This heightened focus comes as research firms highlight Dynatrace’s AI-powered, unified observability platform and strong gross margins, underscoring its role in supporting complex, cloud-based digital operations. With anticipation building around Dynatrace’s upcoming earnings...

Limbach Holdings (LMB) is reshaping its senior team, elevating long-time leaders Nick Angerosa and Jay Sharp into newly defined executive roles that focus on national customer solutions and sales across key end markets. See our latest analysis for Limbach Holdings. The recent executive appointments come as the share price trades at US$86.67, with a 7 day share price return of 12.56% and a year to date share price return of 9.61%. The 1 year total shareholder return of an 8.20% decline...

Rockwell Automation (ROK) is in focus after THG Nutrition, part of THG PLC and home to Myprotein, selected its Plex Manufacturing Execution System to standardize and digitize production across multiple global facilities. See our latest analysis for Rockwell Automation. The THG Nutrition win lands at a time when Rockwell Automation’s share price has been gaining traction, with a 90 day share price return of 21.13% and a 1 year total shareholder return of 52.34%. This suggests momentum has been...

Cogent Biosciences recently outlined an ambitious 2026 roadmap centered on bezuclastinib, including multiple planned New Drug Application submissions across systemic mastocytosis and gastrointestinal stromal tumor indications, alongside key clinical data presentations from its SUMMIT, PEAK, and APEX pivotal trials. At the same time, the company is broadening its precision oncology pipeline with planned IND filings for novel KRAS and JAK2 V617F inhibitors and advancing several early-stage...

Earlier this week, Bristol Myers Squibb reported positive topline Phase 3 SCOUT-HCM results showing Camzyos significantly reduced left ventricular outflow tract obstruction in adolescents with symptomatic obstructive hypertrophic cardiomyopathy, with safety consistent with its adult profile. This success in a rare, high‑risk pediatric population could widen the clinical footprint of cardiac myosin inhibition and enhance the medical relevance of Camzyos within Bristol Myers Squibb’s...

Earlier this month, Array Technologies announced the promotions of Darin Green to Global Chief Revenue Officer and Nick Strevel to Chief Product Officer, expanding executive oversight of worldwide revenue generation and product development. These promotions highlight Array’s focus on tighter alignment between customer needs and its product roadmap, while reinforcing global sales execution and product innovation capabilities. We’ll now examine how Green’s expanded global revenue role could...

In recent days, Prologis has drawn attention as brokers upgraded their ratings and reaffirmed an overall “Outperform” consensus ahead of its latest earnings report, which is expected to show earnings per share of US$1.44 and revenue of US$2.10 billion compared with the prior year’s quarter. This combination of more cautious earnings expectations alongside projected revenue growth has sharpened focus on how the company is balancing profitability with expansion in its logistics real estate...

On January 15, 2026, Galaxy Digital Inc. announced it had completed ERCOT’s Large Load Interconnection Study and secured approval for an additional 830 megawatts of computing demand at its Helios data center campus in West Texas, lifting total approved and contracted power capacity at the site to over 1.6 gigawatts. This substantial power upgrade underpins Galaxy’s ambition to build a multi-tenant, multi-campus, multi-gigawatt platform for AI and high-performance computing workloads, using...

If you are wondering whether First Solar's share price still makes sense after recent moves, you are not alone. This article is designed to help you judge the current value with a clear framework. At a last close of US$243.64, the stock has had a 1.1% decline over the past week, a 5.8% decline over the past month, an 11.2% decline year to date, yet a 27.6% return over 1 year, 47.7% over 3 years and 126.6% over 5 years. This naturally raises questions about how much of the story is already in...

How JD.com stock has been performing recently JD.com (JD) has seen mixed recent returns, with a 1 day move of around 1% decline, a slightly negative past week, a small gain over the past month, and a double digit decline across the past 3 months. Over longer periods, JD.com shows negative total returns year to date, over the past year, and across the past 3 and 5 years. This may influence how you think about risk, holding periods, and position sizing. See our latest analysis for JD.com. At a...