U.S. Industrial REITs Stock News

Palladyne AI recently raised its full-year 2026 revenue guidance to US$24.0 million–US$27.0 million and announced the commercial launch of its next-generation industrial autonomy platform, Palladyne IQ 2.0, following late-2025 acquisitions of GuideTech, Warnke Precision Machining, and MKR Fabricators. Together, the higher guidance and IQ 2.0 rollout highlight a rapid shift in Palladyne AI’s business mix toward scalable, embodied AI solutions across defense and industrial markets. We’ll now...

Cimpress plc recently announced that it will release its Q2 FY2026 results and has already held a public Q&A call on January 29, 2026, while also revealing that National Pen and BuildASign will combine capabilities to enhance VistaPrint’s higher-value product offerings. By uniting these subsidiaries under shared leadership and capabilities, Cimpress is aiming to extract deeper synergies in areas like promotional products, logo apparel, merch, signage, and packaging. We’ll now examine how...

NovoCure (NVCR) has drawn fresh attention after reporting record 2025 revenues of $655 million, appointing Frank Leonard as CEO, and advancing FDA submissions for its tumor treating fields therapies. See our latest analysis for NovoCure. Those record 2025 revenues and the new CEO appointment come after a mixed year in the market, with a 30 day share price return of 6.17% and a 1 year total shareholder return decline of 47.74%. This suggests long term investors are still reassessing risk even...

AAR Corp. recently reported second-quarter fiscal 2026 results showing higher sales of US$795.3 million and a return to profitability, while reaffirming its focus on funding organic growth across parts distribution, maintenance and repair, and software offerings. Management also emphasized that mergers and acquisitions remain central to AAR’s growth plans, highlighting self-sourced deals, clear acquisition criteria, and confidence in the company’s ability to integrate new businesses...

Interest in Powell Industries (POWL) has picked up as investors react to a mix of positive analyst sentiment, consistent earnings outperformance, and recent institutional analyses pointing to favorable signals across multiple trading horizons. See our latest analysis for Powell Industries. That stronger interest is showing up in the price, with the share price at US$401.27 after a 22.36% 30 day share price return and a very large 3 year total shareholder return. This suggests momentum has...

Delta Air Lines (DAL) has been on investors’ radar after recent share price moves, with the stock closing at $68.49. The conversation now centers on how its fundamentals line up with that price. See our latest analysis for Delta Air Lines. Recent trading has been choppy, with a 1 day share price return of 1.21% decline and a 7 day share price return of 4.41% decline. However, the 90 day share price return of 13.39% and multi year total shareholder returns of 69.15% over five years indicate...

Event overview and why it matters Telephone and Data Systems (TDS) is in focus after subsidiary Array Digital Infrastructure completed a sale of certain spectrum assets to New Cingular Wireless PCS for over US$1b in cash, accompanied by a special cash dividend. See our latest analysis for Telephone and Data Systems. The spectrum sale and special dividend arrive during a strong run in Telephone and Data Systems shares, with a 17.39% 1 month share price return and a 28.05% 1 year total...

Why Global Partners Is On Investors’ Radar Today Global Partners (GLP) has drawn fresh attention after recent trading left the units around $44.30, with returns over the past week, month, and past 3 months showing a mix of short term resilience and moderation. See our latest analysis for Global Partners. Zooming out, Global Partners’ share price return of 4.83% year to date and the 1 year total shareholder return decline of 4.92% suggest recent momentum is modest. However, the 3 and 5 year...

In recent days, Talen Energy has drawn fresh attention as Barclays and other brokers reiterated positive ratings while the company moved forward with a US$3.80 billion acquisition of two gas-fired power plants in Pennsylvania and Ohio, underlining its push to expand generation capacity. These developments have coincided with portfolio managers citing Talen as a key performance driver and market commentators highlighting renewed interest despite prior operational challenges, suggesting the...

Astrana Health, Inc. recently presented at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco and concurrently refreshed its investor materials to detail its delegated risk and care delivery model. The updated presentation underscored Astrana’s expansion from a single market to 16 markets nationwide by 2025 and its deepening value-based partnerships with providers and payers, highlighting the scale of its national platform. We’ll now examine how Astrana’s expanded 16-market...

In January 2026, Gaming and Leisure Properties, Inc. announced that it had released its fourth-quarter 2025 results and scheduled a conference call featuring CEO Peter M. Carlino and senior management to discuss performance, recent developments, and take investor questions, with a replay available on its website. At the same time, fresh analyst commentary highlighted Gaming and Leisure Properties’ lease-driven gaming real estate model and tribal loan initiatives as a relatively stable and...

IHS Holding (NYSE:IHS) is back on investors’ radar after third quarter 2025 earnings and revenue came in well above forecasts, coinciding with improving sentiment around U.S. rate cuts and inflation data. See our latest analysis for IHS Holding. That backdrop helps explain why IHS Holding’s latest earnings surprise and recent move to a 52 week high of US$8.01 are drawing attention, even though the 1 day share price return was a 5.97% decline and the 1 year total shareholder return stands at...

If you are wondering whether Marathon Petroleum's current share price reflects its underlying value, you are not alone. This article walks through what the numbers are actually saying. The stock last closed at US$181.09, with returns of 5.0% over 7 days, a 2.4% decline over 30 days, 9.7% year to date, 21.8% over 1 year, 59.4% over 3 years and a very large gain over 5 years. Recent attention on Marathon Petroleum has focused on how the stock has behaved over different timeframes, including...

Wealthfront recently reported its first quarterly earnings as a public company, highlighting record total platform assets of US$92.80 billion and the launch of new offerings including a home mortgage product and Nasdaq-100 Direct. At the same time, investors are weighing news of an investigation into the company’s disclosures alongside analyst optimism about its product diversification and revenue mix, particularly its high-yield cash savings business. We’ll now examine how Wealthfront’s...

In early January 2026, NTT DOCOMO GLOBAL and Accenture announced a collaboration to develop and scale the Universal Wallet Infrastructure, a decentralized platform for issuing and managing verifiable digital identities, credentials, and tokens across industries and borders. This push into enterprise-grade digital trust services, alongside Accenture’s expanding AI leadership and consulting recognition, highlights how the firm is positioning itself at the center of data, identity, and...

In recent days, IPA Capital Markets, a division of Marcus & Millichap, arranged US$93.5 million in construction financing with Deutsche Bank to convert the 13-story office building at 830 Third Avenue in Manhattan into 188 rental apartments under New York State’s affordable housing tax incentive program. This high-profile office-to-residential conversion highlights Marcus & Millichap’s growing role in complex urban redevelopment and affordable housing–linked capital markets...

T1 Energy (TE) has drawn investor attention after announcing a carbon capture agreement, beginning construction on its G2_Austin solar facility, and signing large U.S. solar module supply deals that support domestic manufacturing. See our latest analysis for T1 Energy. Those carbon capture and U.S. solar manufacturing updates come after a sharp run, with a 30 day share price return of 55.34% and a 1 year total shareholder return of 240.26%. However, 3 and 5 year total shareholder returns...

Sentiment driven signals around Ermenegildo Zegna Recent institutional analysis around Ermenegildo Zegna (ZGN) focuses on strong near term and long term sentiment signals, with AI driven trading frameworks reportedly shaping how different risk profiles might approach the stock. See our latest analysis for Ermenegildo Zegna. The recent alignment of strong near term and long term sentiment comes against a backdrop of steady share price momentum, with a 90 day share price return of 8.5% and a 1...

Why this new Caltrans contract matters for Granite Construction stock Granite Construction (GVA) has attracted attention after winning a roughly $66 million California Department of Transportation contract to widen State Route 49 in Nevada County, with the work slated for its 2025 fourth quarter CAP. The project includes adding travel lanes, safety oriented design features, and supplying 75,000 tons of asphalt from Granite’s Bradshaw Hot Plant. This gives investors a concrete example of how...

Atmus Filtration Technologies (ATMU) recently amended its main credit agreement, increasing its term loan to US$1 billion and its revolving facility to US$500 million to support the Koch Filter acquisition and broader funding needs. See our latest analysis for Atmus Filtration Technologies. The expanded credit facilities and Koch Filter deal sit against a backdrop of firm share price momentum. The 90 day share price return is 25.28% and the 1 year total shareholder return is 35.51%. These...

Jefferies Financial Group recently completed a US$1.50 billion fixed-rate senior unsecured notes offering due February 2036 and reported fourth-quarter 2025 results showing higher revenue but lower net income year-on-year. Together with affirming its quarterly US$0.40 dividend and completing a multi-year buyback, these moves highlight how Jefferies is actively reshaping its mix of long-term funding and shareholder returns. We’ll now examine how Jefferies’ decision to issue long-dated senior...

Why Materion is on investors' radar today Materion (MTRN) has caught fresh attention after recent share price moves, with the stock last closing at $147.18 and showing double digit returns over the past month and past 3 months. See our latest analysis for Materion. Beyond the recent jump, Materion’s 30 day share price return of 16.82% and year to date share price return of 14.51% sit alongside a 1 year total shareholder return of 48.54%. Together, these figures point to strong, building...

Recently, BellRing Brands faced a wave of analyst downgrades and earnings estimate cuts as concerns mounted over softer volume trends and questions around inventory-related sales reporting. At the same time, a securities law investigation into whether prior growth was fueled by sustainable consumer demand or temporary trade loading has sharpened investor focus on the quality of BellRing’s revenue base. We will now examine how the legal scrutiny of BellRing’s inventory and sales reporting...

Solaris Energy Infrastructure (SEI) is back on many investors’ screens after a quarterly report showing revenue and net profit roughly doubled year over year, alongside rising interest in its off grid power solutions for data centers. See our latest analysis for Solaris Energy Infrastructure. The strong quarterly update has come after a mixed stretch for the stock, with a 19.42% 1 month share price return offsetting a 3.95% 3 month share price decline. The 1 year total shareholder return of...