U.S. Mortgage Finance Stock News

Sportradar Group (NasdaqGS:SRAD) just picked up an S&P Global Ratings upgrade to BB from BB minus, a vote of confidence tied to its IMG Arena acquisition and disciplined balance sheet. See our latest analysis for Sportradar Group. That stronger credit profile sits against a mixed backdrop, with the latest share price at $23.14 and a roughly 32.7% year to date share price return, but a weaker 90 day share price return signaling that momentum has cooled, even as the three year total shareholder...

DoubleVerify Holdings (DV) is in focus after expanding its DV Authentic Attention product to TikTok, creating the first badged attention measurement partnership on the platform with direct impression level signals for advertisers. See our latest analysis for DoubleVerify Holdings. Despite this TikTok partnership and a recent senior hire from TikTok to lead EMEA, DoubleVerify’s 1 year total shareholder return of -45.37 percent and year to date share price return of -42.99 percent show...

Ituran Location and Control (NASDAQ:ITRN) has had a great run on the share market with its stock up by a significant...

Key Insights Given the large stake in the stock by institutions, Hawkins' stock price might be vulnerable to their...

Immunovant (IMVT) just raised roughly $550 million in a follow on stock offering, selling 26.2 million shares at $21 each. This gives the company more breathing room heading into a potential IMVT-1402 launch. See our latest analysis for Immunovant. The raise comes as momentum in Immunovant’s share price has picked up again, with a 90 day share price return of more than 50 percent even though 1 year total shareholder return remains negative. If you are weighing Immunovant’s funding boost...

On December 8, 2025, NETSTREIT Corp released an investor presentation highlighting its 99.9% occupancy rate, 9.9-year weighted average lease term, and balance sheet with low leverage and no intermediate-term debt maturities. This combination of near-full occupancy and limited refinancing needs underscores NETSTREIT’s focus on stable, long-duration cash flows and financial flexibility. We’ll now explore how NETSTREIT’s long lease terms and reduced refinancing risk may influence its existing...

Bread Financial Holdings (BFH) has caught investors attention after a steady climb, with the stock up about 23% year to date and roughly 17% over the past month. Those gains invite a closer look. See our latest analysis for Bread Financial Holdings. The recent upswing fits into a broader recovery story, with a roughly 23% year to date share price return and a near doubling in three year total shareholder return. This suggests momentum is building as markets reassess its risk profile. If Bread...

If you are wondering whether Deckers Outdoor is a beaten down bargain or a value trap, you are in the right place. We are going to unpack what the current price is really implying. The stock has bounced about 5.3% over the last week and 22.5% over the past month, but that is still against a bruising year to date slide of roughly 50.4% and a 50.2% drop over the last 12 months, on the back of what had been strong 3 and 5 year gains of 61.1% and 102.1% respectively. Recent headlines have...

Earlier this week, HA Sustainable Infrastructure Capital, Inc. executed a fourth amendment to its credit agreement, expanding its revolving credit facility by US$100 million to US$1.65 billion through the accordion feature. This larger credit line increases the firm’s financial flexibility to fund climate-positive infrastructure projects while addressing investor focus on its already high leverage. We’ll now explore how this expanded revolving credit capacity shapes HA Sustainable...

Earlier this week, Shopify launched its Winter ’26 Edition, rolling out more than 150 updates including AI-powered tools, the Shopify Product Network, and Agentic Storefronts that let merchants sell directly inside AI platforms like ChatGPT, Perplexity, and Microsoft Copilot. These releases deepen Shopify’s role at the center of merchants’ operations by linking catalog discovery, cross-merchant product recommendations, and AI-driven shopping into a single, tightly integrated commerce...

Okta (OKTA) just delivered an earnings double punch, topping expectations for its third quarter and then raising revenue guidance for both the coming quarter and fiscal 2026, giving investors fresh numbers to reassess the stock. See our latest analysis for Okta. The upbeat guidance has helped extend Okta’s positive run, with a roughly mid teens year to date share price return and a solid multi year total shareholder return. This signals gradually improving sentiment rather than a speculative...

Fastenal (FAST) has quietly outperformed many industrial names this year, up about 17% year to date despite a roughly 12% slide over the past 3 months. This has left investors reassessing its positioning. See our latest analysis for Fastenal. At a share price of $41.75, Fastenal’s recent pullback sits against a solid backdrop, with a year to date share price return of 17.42% and a three year total shareholder return of 87.65%. This suggests longer term momentum remains constructive even as...

YouTube has already begun allowing eligible US creators to receive their payouts in PayPal’s PYUSD stablecoin, extending PayPal’s crypto-enabled payout infrastructure onto one of the world’s largest creator platforms. This move materially broadens PYUSD’s real-world use cases and visibility, potentially deepening engagement across PayPal’s wider digital payments ecosystem as creators experiment with faster, flexible, on-chain payouts. We’ll now examine how YouTube’s PYUSD integration, and...

Helmerich & Payne (HP) just laid out its next chapter, with longtime CEO John Lindsay set to retire in March 2026 and President Trey Adams stepping up, a transition investors cannot ignore. See our latest analysis for Helmerich & Payne. The leadership handoff lands as momentum has picked up again, with a roughly mid teens 1 month share price return and a strong 90 day share price return. However, the 1 year total shareholder return remains modest and longer term gains are more muted,...

Caterpillar (CAT) has quietly turned into one of 2025’s standout Dow names, and the catalyst is not just more bulldozers. Its stock run is being powered by old school infrastructure and new AI infrastructure demand. See our latest analysis for Caterpillar. That surge is showing up clearly in the chart, with a roughly 10% 1 month share price return and a powerful year to date share price return of about 74 percent adding to an impressive 5 year total shareholder return near 284 percent. At the...

Xencor (XNCR) just secured a new U.S. patent that effectively adds about three extra years to its Ultomiris royalty stream, a material boost that could help smooth funding for its antibody pipeline. See our latest analysis for Xencor. The new patent lands after a volatile stretch for Xencor, with the share price now at $17.06 and a powerful 90 day share price return of 98.37 percent contrasting with a weak 1 year total shareholder return of negative 31.10 percent. This suggests momentum is...

BJ’s Wholesale Club has recently opened three new warehouse clubs in Springfield, Massachusetts, Sumter, South Carolina, and Casselberry, Florida, each with on-site gas stations and a full suite of in‑club and digital shopping options. This expansion includes BJ’s first new Massachusetts location in thirteen years, underscoring the company’s renewed push to grow its membership footprint and recurring revenue base. Next, we’ll examine how this latest wave of club openings, especially the...

Marvell Technology (MRVL) has suddenly become a battleground stock after reports suggested it might lose key custom chip programs with Amazon Web Services and Microsoft, only for CEO Matt Murphy to firmly push back. See our latest analysis for Marvell Technology. The stock is still working through that drama in the charts, with a recent pullback giving way to choppy trading around $89.43 as investors weigh stellar Q3 results, Celestial AI deal plans and ongoing AI infrastructure wins against...

Earlier this month, Omnicom Group Inc. completed a US$2.76 billion exchange of assumed Interpublic senior notes into new Omnicom unsecured senior notes, while also appointing Kartik Sharma as CEO of Omnicom Media India, supported by Amardeep Singh as COO and Shashi Sinha as strategic advisor. By consolidating Interpublic’s debt under a single Omnicom indenture and tightening governance terms, the group is reshaping its capital structure just as it refreshes leadership in a key growth market...

Boston Beer Company (SAM) is leaning into the holidays with a limited edition Twisted Tea Twistmas Stocking, a nine pack dispenser designed to support seasonal sales and refresh sentiment around the stock. See our latest analysis for Boston Beer Company. The holiday themed Twisted Tea launch lands at a tricky time for investors, with the share price down sharply on a year to date basis and the 1 year total shareholder return also deeply negative. This suggests sentiment is still rebuilding...

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

StoneCo (NasdaqGS:STNE) just reached a proposed settlement in its long running U.S. securities class action, a legal overhang that has loomed even as the Brazilian fintech story gained real traction. See our latest analysis for StoneCo. The proposed settlement lands after a powerful run, with the year to date share price return near 88% but more recent 30 day and 90 day share price returns turning negative, suggesting momentum is pausing as the market reassesses risk and growth. If this legal...

Why legal headlines around Grasberg are suddenly front and center Freeport-McMoRan (FCX) is back in the spotlight as a series of class action lawsuits zeroes in on alleged safety misrepresentations at its Grasberg Block Cave mine and the stock reaction that followed. See our latest analysis for Freeport-McMoRan. Despite the legal overhang, investors have been leaning back into the stock. A 17.1% 1 month share price return has helped push year to date share price gains higher, while multi year...

If you are wondering whether Spotify Technology is still worth considering after its big run, or if the easy money has already been made, you are in the right place to unpack what the current share price really implies. The stock just closed around $598.87 and has surged 30.8% year to date and 727.6% over three years, even though it has dipped 6.4% over the last month and bounced 6.8% in the past week. Those swings are happening as investors digest Spotify's push into profitability, its...