U.S. Industrial REITs Stock News

Earlier this week, Spotify announced a global partnership with Peloton Interactive that brings more than 1,400 ad-free Peloton fitness and wellness classes to Spotify Premium subscribers in supported regions, accessible without specialized equipment. This collaboration places Peloton content inside Spotify’s newly created fitness category, potentially broadening Peloton’s international reach by meeting users directly on a platform they already use daily for audio. Next, we’ll examine how...

What is driving fresh interest in Lumen Technologies (LUMN)? Lumen Technologies (LUMN) has been in focus after launching an AWS last mile connectivity service, expanding its Vyvx Hybrid Distribution offering for broadcasters, and securing an $825m revolving credit facility to support these operational priorities. See our latest analysis for Lumen Technologies. All of this comes after a sharp 34.03% 1 month share price return and a 16.25% year to date share price return. The 1 year total...

If you are wondering whether UnitedHealth Group at around US$354 per share still offers value or is pricing in too much optimism, it helps to break the story into recent returns, news flow and hard valuation checks. The stock has seen a 9.6% return over the last 7 days and 36.9% over the past 30 days, while the 1 year return sits at a 13.2% decline and the 3 year and 5 year returns are 24.1% and 4.8% declines respectively. These mixed returns sit against an evergreen backdrop where...

Q1 earnings, full year guidance and buybacks in focus Manhattan Associates (MANH) has drawn investor attention after reporting first quarter 2026 results, issuing full year guidance and updating progress on its long running share repurchase program. The company reported Q1 revenue of US$282.22 million compared with US$262.79 million a year earlier, while net income was US$49.3 million versus US$52.58 million in the prior year period. Alongside the quarterly numbers, management outlined 2026...

Coca-Cola recently announced that Tapaswee Chandele will become global chief people officer on May 1, 2026, succeeding Lisa Chang, while the company also prepared to present its sustainability agenda at the Earthx2026 Congress in Dallas. This combination of leadership transition in human resources and a public focus on sustainability highlights how Coca-Cola is emphasizing talent stewardship alongside environmental commitments as it heads into a closely watched earnings period. We’ll now...

In the first quarter of 2026, Orchid Island Capital, Inc. reported a net loss of US$19.96 million, or US$0.11 per share, reversing net income from a year earlier as heightened interest rate volatility weighed on its Agency RMBS portfolio. Despite expanding its portfolio to about US$11.00 billion and lowering its expense ratio, the company’s move to cut its monthly dividend to US$0.10 per share underscores the pressure that spread volatility and macro uncertainty have placed on its income...

Palantir Technologies (NasdaqGS:PLTR) has been working with the IRS since 2018, supplying analytics tools to support the agency's operations. The partnership, which had not been widely disclosed, adds to Palantir's expanding role across U.S. government agencies. In Europe, France has renewed its contract with Palantir, keeping the company in a key public sector role despite ongoing debate over reliance on American tech providers. Both developments are drawing increased attention to privacy,...

Comfort Systems USA (FIX) is back in focus after reporting first quarter 2026 results with higher sales, earnings per share, and a larger backlog, along with a higher quarterly dividend and a brokerage upgrade. See our latest analysis for Comfort Systems USA. The strong first quarter update and dividend increase have gone hand in hand with intense momentum. A 30 day share price return of 31.26% has contributed to a 1 year total shareholder return that is many multiples of the starting...

Voyager Technologies (VOYG) has been catching attention after a recent rebrand from Voyager Space Holdings, shifting to a broader defense and space technology identity that spans defense systems, space solutions, and commercial space stations. See our latest analysis for Voyager Technologies. Despite the rebrand, sentiment around Voyager Technologies has been mixed, with a 1-day share price return showing a 5.06% decline and a 7-day return showing a 13.77% decline. The 30-day share price...

Regulators are scheduled to meet in July to discuss FDA guidance that could influence how NYSE:HIMS expands its weight-loss and wellness portfolio beyond standard GLP-1 therapies. Hims & Hers Health is receiving fresh attention from large institutions, including new analyst coverage focused on its role in highly topical weight-loss therapeutics. Partnerships with Eli Lilly and Novo Nordisk are drawing interest as investors assess how these relationships might shape the company’s long-term...

Key recent performance context for Entegris Entegris (ENTG) has drawn fresh attention after a sharp move in its share price over the past month, with recent returns and underlying business metrics prompting investors to reassess the semiconductor materials specialist. See our latest analysis for Entegris. The recent surge in Entegris’ share price, including a 37.75% 1 month share price return and 74.71% year to date, sits alongside a 96.79% 1 year total shareholder return and 111.39% 3...

Cleveland-Cliffs Inc. has released its first-quarter 2026 results, reporting sales of US$4,922 million versus US$4,629 million a year earlier, with its net loss narrowing to US$237 million from US$498 million and basic and diluted loss per share improving to US$0.42 from US$1.01. The combination of higher revenue and a materially smaller loss suggests Cleveland-Cliffs is making operational progress that could influence how investors assess its underlying earnings power and cost base. We’ll...

Applied Digital (APLD) is back in focus after signing a roughly US$7,500 million, 15-year lease with a new investment grade U.S. hyperscaler for 300 MW at its Delta Forge 1 AI campus. See our latest analysis for Applied Digital. The lease news comes after a sharp 41.8% 1 month share price return and a year to date share price gain of 19.85%. The 1 year total shareholder return is also very large, pointing to strong but volatile momentum. If this kind of AI infrastructure story has your...

IonQ and Florida LambdaRail have launched a nearly 100 mile quantum safe network in Florida using IonQ's quantum key distribution technology. The network is designed to support research and education institutions with quantum resistant cybersecurity. This partnership highlights a new commercial use case for IonQ's platform outside the lab and defense sector. For investors watching NYSE:IONQ, this project comes as the stock trades at $43.84, with a 52.8% return over the past year and a very...

Super Group (SGHC) has come into focus after reporting full year 2025 earnings, with sales of US$2,231 million and net income of US$217 million, alongside fresh attention on its Formula 1 betting partnership. See our latest analysis for Super Group (SGHC). The 19.65% 30 day share price return and 27.09% 90 day share price return suggest momentum has been building around Super Group. At the same time, the 62.52% 1 year total shareholder return and very large 296.38% 3 year total shareholder...

If you are wondering whether Hershey at around US$186.49 is priced for perfection or still leaves room for value, you are asking the right question. The stock has had a mixed run recently, with a 2.6% decline over the last week, a 12.7% decline over the last 30 days, a 17.9% return over the last year and 26.1% over five years. Over the last three years it has declined 26.7%, and year to date it is up 2.2%. Recent coverage has focused on how chocolate and confectionery brands like Hershey fit...

Sierra Bancorp (BSRR) opened Q1 2026 with Q4 2025 revenue of about US$40.2 million and basic EPS of roughly US$0.97, set against trailing twelve month revenue of about US$149.2 million and EPS of around US$3.14. Earnings over the past year grew 4.4%, while the longer five year trend shows a modest 0.1% annual decline. Over recent quarters, revenue has moved from about US$35.5 million in Q4 2024 to US$40.2 million in Q4 2025, while quarterly basic EPS has ranged between roughly US$0.66 and...

If you are wondering whether Oracle's share price still offers value or if most of the upside is already reflected, this breakdown helps clarify what the current price actually implies. Oracle recently closed at US$172.96, with a 23.8% return over 30 days, a 24.7% return over 1 year, and an 88.9% return over 3 years, while year to date the stock shows an 11.6% decline. These moves come as Oracle remains a key name in large scale software and database services. This keeps it in focus for...

Berkshire Hathaway (NYSE:BRK.A) is the focus of fresh speculation about introducing its first-ever cash dividend. Discussion has centered on a possible dividend decision under Greg Abel's leadership, potentially as early as the end of 2026. The idea marks a potential shift from Warren Buffett's long-standing preference for retaining and reinvesting all earnings. Berkshire Hathaway sits at the center of US corporate life, with businesses that span insurance, energy, rail, manufacturing, and...

Earlier this month, AST SpaceMobile received FCC approval to modify its license and operate up to 248 low Earth orbit satellites providing Supplemental Coverage from Space across the US using 700 MHz and 800 MHz spectrum in coordination with Verizon, AT&T and FirstNet. The same period also saw the loss of BlueBird 7 after it was placed in an unsustainable orbit, but insurance coverage and an ongoing production line through BlueBird 32 underline how AST SpaceMobile is trying to scale its...

Investors may be wondering whether Howmet Aerospace's share price still offers value after a strong run, or if most of the easy gains are already behind it. The stock closed at US$241.70, with a 5.4% decline over the last 7 days, a 6.1% gain over 30 days, a 14.2% gain year to date, and a 77.7% gain over 1 year. It has also delivered a very large 3 year return and an even higher 5 year return, which puts recent moves into context. Recent attention on Howmet Aerospace has focused on its role...

What Natural Resource Partners’ Recent Returns Suggest About the Stock Natural Resource Partners (NRP) has drawn attention after a mixed run in its unit price, with a recent 1 day gain of 1.6% and a modest 7 day rise of 1.4%. Over the past month the stock shows a 6.0% decline, while the past 3 months reflect a 2.6% total return and the past year sits at 17.6%. Year to date, units are up 12.5%, giving investors a recent blend of positive and negative price moves to weigh. See our latest...

In April 2026, Lincoln National Corporation disclosed that Brian Kroll, Executive Vice President and Head of Retail Life and Annuity Solutions, plans to retire on June 1, 2026, as part of a planned succession for its Retail Life and Annuities businesses. The company is also opposing a shareholder proposal led by John Chevedden to permanently separate the CEO and Chairman roles, highlighting an active debate over board leadership and governance at a time of leadership transition. Next, we’ll...

Q4 guidance puts fresh focus on Capital Southwest Capital Southwest (CSWC) has issued preliminary guidance for its fourth quarter ended March 31, 2026, flagging expected net investment income of US$0.57 to US$0.58 per share, giving investors a fresh reference point. See our latest analysis for Capital Southwest. The share price, now at US$23.63, has seen a 10.16% 1 month share price return and 6.01% year to date share price return. The 1 year total shareholder return of 31.16% suggests...