U.S. Mortgage Finance Stock News

Globalstar (GSAT) has quietly delivered a strong run, almost doubling year to date and more than doubling over the past year. This performance is prompting investors to reconsider how the satellite operator is being valued. See our latest analysis for Globalstar. That surge has been driven less by a single headline and more by steadily improving sentiment, with an 82.54 percent 3 month share price return and a standout 1 year total shareholder return of 114.04 percent, signaling strong...

Plains All American Pipeline (PAA) is reshaping its portfolio with a $3.8 billion sale of Canadian NGL assets and a full buyout of the Epic Crude Oil Pipeline, sharpening its focus on steadier fee-based earnings and dividend growth. See our latest analysis for Plains All American Pipeline. These portfolio moves come after a steady run, with the share price at about $17.74 and a modest 30 day share price return of 3.26 percent, while the five year total shareholder return of 211.71 percent...

Gemini Space Station (GEMI) has quietly climbed in the past week, even as its stock remains deep in the red for the year, and that disconnect is exactly what has investors talking. See our latest analysis for Gemini Space Station. That recent 7 day share price return of 2.9 percent, and 30 day share price return of 5.6 percent, looks more like a tentative bounce than a true reversal when you set it against a brutal year to date share price return of roughly negative 64 percent at a last close...

Avantor (AVTR) has been grinding through a tough stretch, with the share price sliding over the past year even as revenue edges higher. That disconnect sets up an interesting value conversation for patient investors. See our latest analysis for Avantor. At around $11.28 per share, Avantor’s 1 year total shareholder return of roughly negative 47 percent tells you sentiment has been reset, and the slightly negative 3 month share price return suggests momentum is still fading, even as...

Earlier this quarter, Griffon reported quarterly revenue of US$662.2 million, essentially flat year on year but about 4.9% above analyst estimates, alongside full-year EBITDA guidance that also came in ahead of expectations. What stands out is that Griffon delivered this earnings and guidance beat even as it issued the weakest full-year update among its peers and the broader home construction materials group signaled softer near-term conditions. We’ll now examine how Griffon’s...

The catalyst here is clear: Cytokinetics (CYTK) just secured FDA approval for MYQORZO, its first commercial therapy for symptomatic obstructive hypertrophic cardiomyopathy, turning years of clinical work into a real revenue opportunity. See our latest analysis for Cytokinetics. Investors have been repositioning around that catalyst all year, with the 90 day share price return of 34.18 percent and a 1 year total shareholder return of 32.25 percent suggesting momentum is building rather than...

HF Sinclair (DINO) has had a choppy few months, with the stock sliding roughly 13% over the past month and 14% over the past 3 months, even after a strong year. See our latest analysis for HF Sinclair. The recent slide looks more like a breather than a breakdown, with the share price still up strongly year to date and a three year total shareholder return that remains positive, while the five year total shareholder return is particularly impressive. If HF Sinclair’s moves have you rethinking...

Kroger (KR) just gave investors a clear signal on how it sees its future by expanding its share repurchase authorization by another $2 billion, lifting the total program to $9.5 billion. See our latest analysis for Kroger. At a share price of $62.93, Kroger’s modest year to date share price gain contrasts with a much stronger three year total shareholder return above 50 percent, suggesting longer term momentum remains intact even as investors digest regulatory headlines and this larger...

In recent coverage, Jones Trading initiated research on Mind Medicine (MindMed) with an upbeat view on its MM120 program in generalized anxiety disorder and major depressive disorder, emphasizing the company’s positioning in psychedelic drug development for neuropsychiatry. The firm also pointed to emerging New Jersey legislation advancing regulated therapeutic access to psilocybin, underscoring how evolving state-level policy could shape MindMed’s future operating landscape. We’ll now...

In December 2025, Seadrill Limited announced new contract awards for the West Neptune and Sevan Louisiana in the U.S. Gulf and a five-well option exercise extending the Sonangol Quenguela’s operations in Angola to February 2027, adding about US$48 million to backlog from the West Neptune alone. The maiden deployment of Trendsetter well-intervention equipment on the Sevan Louisiana and the multi-well extension in Angola highlight both technological progress and longer-term rig visibility for...

FTI Consulting (FCN) has quietly outperformed the market over the past 3 months, gaining about 10% even as its year to date return is still negative. That combination makes the current setup interesting. See our latest analysis for FTI Consulting. The recent 1 month share price return of about 8 percent and 3 month share price return near 10 percent, against a weaker year to date share price return and slightly negative 1 year total shareholder return, suggests momentum is rebuilding as...

Medical Properties Trust (MPW) just raised its quarterly dividend to 0.09 and opened the door to a 150 million dollar buyback, signaling growing confidence in its cash flows despite ongoing tenant and bankruptcy overhangs. See our latest analysis for Medical Properties Trust. That confidence move comes after a choppy stretch, with a roughly 25% year to date share price return and a 43% one year total shareholder return suggesting momentum is rebuilding, even as five year total shareholder...

Why PG&E Is Back on Investors Radar PG&E (PCG) has quietly lagged the broader market this year, and that underperformance is exactly why more value focused investors are starting to revisit the stock now. See our latest analysis for PG&E. At around $15.82, the share price tells a mixed story, with a sharply negative year to date share price return but a solid 90 day rebound suggesting sentiment might be stabilising even as the one year total shareholder return remains firmly in the red. If...

ICL Group (NYSE:ICL) has quietly outperformed the broader market over the past week, with shares up about 10%, even as longer term returns remain mixed and commodity sentiment stays uneven. See our latest analysis for ICL Group. That recent 9.6% seven day share price return has only partly clawed back a weaker three month share price performance. However, with the stock now at $5.35 and a positive one year total shareholder return, momentum looks to be stabilising rather than breaking out. If...

Alaska Air Group (ALK) has quietly put together an interesting year, with the stock up about 28% over the past month even though the longer term chart still looks mixed for holders. See our latest analysis for Alaska Air Group. That sharp 1 month share price return of about 28 percent stands out against a still negative year to date share price performance and a 1 year total shareholder return of roughly minus 24 percent. This suggests sentiment may be turning after a tougher stretch. If this...

In recent weeks, IREN’s repositioning toward AI infrastructure has gained momentum, anchored by a five‑year, roughly US$9.70 billion AI cloud services contract with Microsoft and backed by large convertible note and equity financings to fund GPU‑rich data centers. These developments mark a shift in IREN’s business mix from primarily Bitcoin mining toward long‑duration, enterprise AI cloud revenue, tying its fortunes more closely to hyperscaler demand than to crypto cycles. We’ll now examine...

Bank OZK (OZK) is back in the spotlight after arranging $96.7 million in non recourse financing for three stabilized industrial properties in Rockford, Illinois, including a new 155,000 square foot facility. See our latest analysis for Bank OZK. For shareholders, the picture is mixed but constructive. The latest $47.19 share price sits above its start-of-year level and is underpinned by a solid five-year total shareholder return of 79.21 percent. This suggests momentum is cooling in the short...

USA Compression Partners (USAC) has quietly pulled back over the past month even as its underlying business keeps growing. That disconnect between sliding unit price and improving fundamentals is exactly what income focused investors should notice. See our latest analysis for USA Compression Partners. At around $23.11 today, USA Compression Partners’ recent pullback follows a modestly negative 3 month share price return but sits against a much stronger backdrop, with a 1 year total...

In recent weeks, Moderna secured up to US$54.3 million in CEPI funding to advance late-stage development of its bird flu vaccine candidate mRNA-1018 and received a positive opinion from the European Medicines Agency recommending authorization of its next-generation COVID-19 vaccine, mNEXSPIKE. Together, this external funding support and EU regulatory progress underline how Moderna is seeking to extend its mRNA franchise beyond seasonal COVID demand and into broader pandemic...

In early December 2025, Procore Technologies announced that long-time director Brian Feinstein resigned from its board and was immediately replaced by software industry veteran Ronald Hovsepian, who also joined the Compensation and Nominating committees. Alongside this board refresh, Procore reported year-over-year revenue growth of 14.5% in the third quarter and rising performance obligations, reinforcing confidence in its leadership and long-term demand for its construction management...

Veralto (VLTO) just gave income investors something to consider, with the board approving an 18% increase to its quarterly dividend to $0.13 per share, indicating confidence in the company’s earnings power. See our latest analysis for Veralto. The dividend hike lands as Veralto’s 1 month share price return of 4.23 percent suggests cautious optimism is creeping back in, even though the 1 year total shareholder return is still slightly negative, hinting at early but not runaway momentum. If...

In December 2025, Allegiant Travel reported its November operating results, showing Scheduled Service passengers rising to 1,343,190 and revenue passenger miles reaching 1.22 billion, with load factor holding near prior-year levels. What stands out is that Allegiant added more than 800 extra departures year over year while keeping aircraft just as full, suggesting capacity growth was absorbed without sacrificing utilization. Next, we’ll examine how this higher passenger volume and increased...

In a robust market environment where the Dow Jones and S&P 500 have recently set new records, investors are keenly observing opportunities that may be overlooked amid widespread gains. Identifying undervalued stocks can be particularly rewarding in such conditions, as they offer potential value not yet recognized by the broader market.

As the U.S. stock market continues to hit new highs, with the S&P 500 setting an all-time record and major indices posting consistent gains, investors are keenly observing growth opportunities. In this thriving environment, companies with high insider ownership often attract attention due to the potential alignment of interests between management and shareholders, making them compelling considerations for those seeking robust growth prospects.