U.S. Industrial REITs Stock News

In early January 2026, Wolfe Research downgraded Gulfport Energy Corporation from “Outperform” to “Peer Perform” after lowering its long-term US natural gas price assumptions, while US natural gas futures also fell to a 10-week low on warmer weather and softer heating demand. This combination of a more cautious analyst stance and weaker commodity pricing expectations has sharpened investor focus on Gulfport’s sensitivity to long-term natural gas fundamentals. We’ll now examine how Wolfe...

Fresh data from IDT (IDT) subsidiary NRSInsights showed December 2025 same-store sales up 4.5% year over year, with average prices for the top 500 items rising 2.3% across its retail point of sale network. See our latest analysis for IDT. That pickup in NRS same-store sales and pricing lands against a mixed share price backdrop, with a recent 90 day share price return of 8.9% and a 1 year total shareholder return of 12.1%. The 5 year total shareholder return of about 2.7x suggests longer term...

Xencor recently outlined its 2026 priorities and advancement milestones for its clinical-stage XmAb drug portfolio, highlighting progress across oncology and autoimmune programs, including early anti-tumor activity and tolerability for its lead T-cell engagers. An important takeaway for investors is Xencor’s expectation that its current cash resources should fund research and operations through 2028, supporting multiple planned pivotal studies without near-term financing guidance. We’ll now...

Vuzix Corporation’s new optical component reference design for AR glasses, built around Himax Technologies (HIMX) HX7319FL Front lit LCoS microdisplay and Vuzix waveguide optics, is in the spotlight at CES 2026. See our latest analysis for Himax Technologies. For Himax Technologies, the CES 2026 AR glasses work with Vuzix comes after a steady run of product and partnership news. The latest US$8.31 share price sits against a 1-year total shareholder return of 19.99%. This suggests the recent...

RPM International (RPM) is back in focus after its latest quarterly earnings, updated sales guidance for the rest of fiscal 2026, and the completion of a long-running share repurchase program. See our latest analysis for RPM International. Those earnings and guidance updates have come alongside a 7.48% year to date share price return and a recent 5.50% 7 day share price gain. The 1 year total shareholder return is 6.99% lower and the 5 year total shareholder return is 40.88%, suggesting that...

In early January 2026, Generac Holdings Inc. acquired a new manufacturing facility in Sussex, Wisconsin, to expand production of large‑megawatt Commercial & Industrial generators, supporting its growing presence in backup power solutions for data centers and other critical infrastructure markets worldwide. This move, together with recent capacity additions in Beaver Dam and Oshkosh, highlights Generac’s push to scale C&I manufacturing as analyst sentiment has turned more positive on the...

B. Riley Securities recently downgraded Triumph Financial’s stock rating to “Neutral” from “Buy,” citing valuation concerns as shares traded at a high multiple of its 2026 earnings estimate and pointing to the first quarter’s historically weaker performance for the company. Separately, Triumph Financial previously announced it would release its fourth quarter 2025 results and host a management call in late January 2026, an event that now takes place against a backdrop of investor questions...

The New York Stock Exchange’s agreement with MSCI (MSCI) to host U.S. options on flagship MSCI indexes from early 2026, pending regulatory approval, brings renewed focus to how investors value the index provider’s shares. See our latest analysis for MSCI. For context, MSCI’s NYSE options agreement lands after a period where momentum in the shares has been positive but measured, with a 30 day share price return of 6.42% alongside a 1 year total shareholder return of 2.31%, and longer term...

The Chefs’ Warehouse, Inc. recently issued preliminary unaudited fiscal 2026 guidance, projecting net sales between $4.35 billion and $4.45 billion and net income of US$88.0 million to US$92.0 million, while also taking part in a fireside chat at the ICR Conference on January 13, 2026. This combination of a quantified financial outlook and direct engagement with investors gives the market fresh information on how management views the coming year. We’ll now examine how the new 2026 sales and...

Zenas BioPharma (ZBIO) has been in focus after reporting positive Phase 3 INDIGO results for obexelimab in IgG4-Related Disease, followed by sharp share price volatility and a recent US$1.63 million CEO share purchase. See our latest analysis for Zenas BioPharma. The recent 1-day share price return of 23.01% and 7-day share price return of 30.13% suggest short term momentum following the INDIGO data and CEO buying. However, the 30-day share price return of 51.27% and year to date share price...

Earlier in January 2026, FTI Consulting expanded its leadership bench by appointing senior specialists Dan Scorpio, Heather Wilson, Joshua Baca and Mavis Tan to bolster its Strategic Communications and Forensic and Litigation Consulting segments across the US and Asia. These hires deepen FTI Consulting’s capabilities in complex transactions, shareholder activism defense, crisis and issues management, and forensic investigations, while widening its geographic reach from Washington, D.C. and...

Norfolk Southern (NSC) is back in the spotlight after activist investor Ancora Alternatives pushed through sweeping leadership changes, securing three board seats and contributing to the removal of the board chair, key committee heads, and the CEO. See our latest analysis for Norfolk Southern. Norfolk Southern’s share price has been relatively muted around US$288.73 despite the governance shakeup, with a 1 year total shareholder return of 24.24% contrasting with a slightly negative 3 month...

UroGen Pharma (URGN) shares are in focus after the company reported that its bladder cancer therapy ZUSDURI now has a permanent J code (J9282), effective January 1, 2026, simplifying reimbursement. See our latest analysis for UroGen Pharma. The J code news comes after a strong run for UroGen Pharma, with a 90 day share price return of 24.06% and a 1 year total shareholder return of 116.01%, signaling that momentum has been building rather than fading. If this kind of healthcare access story...

Why Rocket Lab is on investors’ radar right now Rocket Lab (RKLB) has caught investor attention after a strong run in recent returns, with the stock up over the past week, month and past 3 months. This performance has prompted closer scrutiny of its current valuation. See our latest analysis for Rocket Lab. Zooming out, Rocket Lab’s share price has a 30-day share price return of 42.95% and a 90-day share price return of 26.89%, while its 1-year total shareholder return is very large, which...

Global Net Lease, Inc. previously declared a US$0.190 per share common-stock dividend for first-quarter 2026, payable on January 16, 2026, to shareholders of record as of January 12, 2026, with the ex-dividend date also on January 12, 2026. This dividend comes shortly after Global Net Lease completed a US$3.30 billion asset disposition program, cut total debt by more than US$2.70 billion, and secured investment-grade credit ratings, reshaping its balance sheet and portfolio profile. We’ll...

Rush Street Interactive recently reported third-quarter 2025 results that exceeded analyst expectations, delivered record revenue growth, and raised full-year guidance, while its CEO and CFO executed pre-arranged insider share sales following equity conversions and performance unit vesting. Despite these insider transactions, management’s stronger outlook and operational momentum suggest that trading-plan-driven sales may coexist with continued confidence in the company’s prospects. With...

Xcel Energy recently prepared to release its fourth-quarter results, with analysts expecting a double-digit rise in adjusted EPS and the company expanding its five-year capital investment plan to US$60.00 billion to meet rising power demand and reinforce its systems. Management has highlighted that new data center load could account for about 60% of anticipated retail sales growth through 2030, prompting Xcel to seek long-term pricing arrangements with data center developers to manage rising...

In recent trading, Capital Southwest participated in a broader move as investors shifted out of technology stocks toward asset managers and banks perceived to offer more resilient earnings valuations, following a Goldman Sachs forecast for faster U.S. economic growth in 2026 that was released earlier this month. The development is important because it highlights how Capital Southwest’s share performance can be driven more by sector-wide sentiment and macroeconomic expectations than by...

In early January 2026, PH?ND, a global cloud gaming platform for Smart TVs, named Magnite as its ad tech monetization launch partner, while Magnite also announced a real-time data integration with Cognitiv to enhance programmatic curation across streaming and digital channels. Together, these agreements extend Magnite’s reach into ad-supported cloud gaming and deepen its AI-driven curation capabilities, potentially broadening its role in connecting brands with premium, living-room and...

Recent analyst commentary on EchoStar (SATS) has focused on potential spectrum sales, progress on Dish creditor issues, and interest from major wireless carriers. This mix has coincided with stronger recent share performance. See our latest analysis for EchoStar. The recent focus on spectrum monetisation and Dish creditor progress sits alongside strong share price momentum. The 30 day share price return is 17.42% and the 90 day share price return is 68.43%, while the 1 year total shareholder...

Wondering whether T-Mobile US at around US$197.51 is offering fair value right now, or if the current price is leaving some upside on the table for patient investors. The stock has been relatively steady in the short term, with a 0.5% decline over the last week and a 1.2% gain over the last month, while the year to date return is a 1.0% decline and the 1 year return is a 6.3% decline. This contrasts with stronger 3 year and 5 year returns of 39.1% and 57.4% respectively. Recent news around...

Telluride ski patrollers recently went on strike seeking higher wages to reflect rising living costs and the risks of their specialized work, putting pressure on resort operators and partners including Vail Resorts. This labor action highlights how wage negotiations in high-cost mountain communities can influence both operational continuity and public perceptions of Vail Resorts’ employment practices. We’ll now examine how the Telluride patrollers’ wage demands and strike activity could...

Charles River Laboratories International (CRL) has announced a major leadership transition, with long-time CEO James C. Foster scheduled to retire in May 2026 and Chief Operating Officer Birgit Girshick named as his successor. See our latest analysis for Charles River Laboratories International. The CEO succession news comes after a strong period for the shares, with a 30 day share price return of 13.36% and a 90 day share price return of 28.62%. The 1 year total shareholder return of 15.08%...

Why Voya Financial (VOYA) Is On Investors’ Radar Today Voya Financial (VOYA) is drawing attention after recent share price moves, with the stock last closing at $78.14 and showing mixed short term returns over the past week and month. See our latest analysis for Voya Financial. While the latest 1 day share price return of 0.77% decline stands out, Voya Financial’s 1 month share price return of 6.0% and 1 year total shareholder return of 18.82% suggest momentum has been building rather than...