U.S. Mortgage Finance Stock News

NYSE:GVA
NYSE:GVAConstruction

How Granite’s New US$31 Million Energy Storage Contract Could Shape GVA’s Long-Term Project Mix

Granite Construction Incorporated recently announced it was awarded an approximately US$31,000,000 Early Works Grading Package by Hydrostor Incorporated for the Willow Rock Energy Storage Center near Rosamond in Kern County, California, with work running from July 2026 through a planned completion in March 2027. The contract adds a specialized energy storage infrastructure project to Granite’s work pipeline, highlighting its role in enabling large-scale, next-generation grid support...
NasdaqGS:VSEC
NasdaqGS:VSECAerospace & Defense

VSE (VSEC) Heads To Seaport Conference, Is It Still 18% Below Fair Value?

VSE set to brief investors at Seaport conference VSE (VSEC) is preparing to present at the Seaport 15th Annual Summer Investor Conference on August 18, 2026, with its CEO, CFO, and investor relations lead scheduled to address shareholders. See our latest analysis for VSE. VSE heads into the Seaport conference after some recent volatility, with the share price declining 1.19% over the last day and 11.70% over the past week, yet still showing a 23.55% 90 day share price return and a 30.43% 1...
NasdaqGS:VIAV
NasdaqGS:VIAVCommunications

Viavi Solutions (VIAV) Could Be 40% Undervalued On Vertex 6.0 Launch

Viavi Solutions (VIAV) has launched Vertex 6.0, a new version of its channel emulation platform designed for 6G and Wi-Fi 7/8 testing. Investors are assessing what this expanded wireless testing capability might imply for the stock. See our latest analysis for Viavi Solutions. The Vertex 6.0 launch arrives after a sharp pullback in Viavi Solutions' share price, with the stock down 20.13% over the past week and 31.31% over 90 days. However, year to date the share price return is 103.58% and...
NYSE:LOB
NYSE:LOBBanks

Do Live Oak Bancshares’ (LOB) Dividends and Hammer Pattern Hint at a Deeper Sentiment Shift?

On August 18, 2026, Live Oak Bancshares’ board declared a US$0.52344 cash dividend per depositary share on its 8.375% Series A preferred stock and a US$0.03 cash dividend per share on its voting common stock, both payable on September 15, 2026 to shareholders of record on September 1, 2026. Beyond these routine dividends, recent reports of a hammer chart pattern and upgraded earnings estimates have drawn attention to Live Oak Bancshares’ potential shift in sentiment and business...
NasdaqGS:EVRG
NasdaqGS:EVRGElectric Utilities

How Evergy’s Shift From Bank Loan to 2057 Junior Notes Could Impact Evergy (EVRG) Investors

Evergy, Inc. previously terminated a US$500 million term loan facility with Wells Fargo and, on August 24, 2026, issued US$600 million of 6.40% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due 2057 under its existing shelf registration. This shift from bank borrowing to long-dated subordinated notes highlights Evergy’s preference for locking in long-term capital to support its extensive investment plans. Next, we’ll examine how replacing the term loan with long-dated junior...
NasdaqGS:HIMX
NasdaqGS:HIMXSemiconductor

Is Himax Technologies (HIMX) Undervalued Following Its WiseEye Smart Lock Launch?

Himax Technologies (NasdaqGS:HIMX) is in focus after its WiseEye palm vein biometric technology was integrated into WAFERLOCK’s newly launched L322 smart lock, which is now commercially available for contactless access control in homes and smart buildings. See our latest analysis for Himax Technologies. The WiseEye smart lock launch comes after a period of sharp swings for Himax Technologies, with the share price currently at US$13.44. Despite a 1 day share price return that declined 2.54%...
NasdaqGS:IQ
NasdaqGS:IQEntertainment

iQIYI (IQ) Reports Weaker Earnings, Is The 34% Undervaluation Case Still Credible?

iQIYI (IQ) is in the spotlight after its 18 August earnings release, which showed lower second quarter and first half revenue, alongside a wider net loss compared with the prior year period. See our latest analysis for iQIYI. The weak second quarter, together with the completed share repurchase of 21.8 million shares earlier in the year, has been met with selling pressure, with iQIYI’s share price falling 24.1% over the past week and the 1 year total shareholder return down 58.1%. This points...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Palantir Technologies (PLTR) Could Be 7% Below Fair Value After Earnings

Palantir Technologies (PLTR) is back in focus after its second quarter report showed revenue of US$1.94b and net income of US$1.03b, alongside raised 2026 revenue guidance and continued profitability expectations. See our latest analysis for Palantir Technologies. Palantir Technologies has seen sharp short term momentum, with a 30 day share price return of 43.09% following the earnings release. The three year total shareholder return above 10x signals a very large long term payoff for early...
NYSE:IVZ
NYSE:IVZCapital Markets

Invesco (IVZ) Launches A Unified Platform, Is The Stock Still Cheap?

Invesco (IVZ) has drawn fresh attention after announcing Invesco Solutions & Custom Strategies, a unified global platform that combines its public and private market capabilities with customization for wealth and institutional clients. See our latest analysis for Invesco. Invesco's launch of Solutions & Custom Strategies comes after a period where the stock has shown building momentum, with a 30 day share price return of 8.42%, a year to date share price return of 20.45%, and a 1 year total...
NYSE:BKE
NYSE:BKESpecialty Retail

Does Buckle’s Mixed Q2 and Strong First Half Reframe Its Earnings Quality Story For BKE?

The Buckle, Inc. reported past second-quarter 2026 results with sales rising to US$319.82 million while quarterly net income eased slightly to US$44.41 million, alongside higher sales and net income for the first half of the year. Despite softer profit in the quarter, the six-month improvement in both sales and earnings highlights how Buckle’s recent performance has been stronger over a longer stretch. Next, we’ll examine how Buckle’s higher first-half earnings and sales growth may influence...
NasdaqGS:VOR
NasdaqGS:VORBiotechs

Why Did Vor Biopharma (VOR) Stock Drop After Its Latest Update?

Vor Biopharma earnings update and what it means for investors Vor Biopharma (VOR) shares are in focus after the company reported second quarter and first half 2026 results, giving investors fresh detail on the scale of its ongoing losses. The company reported a net loss of US$62.81 million for the second quarter, with basic loss per share from continuing operations of US$1.16. For the six months ended June 30, 2026, Vor Biopharma recorded a net loss of US$282.39 million and a basic loss per...
NasdaqCM:MBIN
NasdaqCM:MBINDiversified Financial

Merchants Bancorp (MBIN), What Is Behind Its Latest Update?

Merchants Bancorp (MBIN) has affirmed its capital return plans, with the board declaring a third quarter 2026 common stock dividend of $0.11 per share, along with quarterly payouts across multiple preferred series. See our latest analysis for Merchants Bancorp. Merchants Bancorp shares trade at US$54.08, with the stock showing a 13.40% 1 month share price return and a 62.99% share price return year to date. The 5 year total shareholder return of 135.69% highlights the impact of long term...
NYSE:QSR
NYSE:QSRHospitality

Why Restaurant Brands International (QSR) Is Back In The Spotlight

Restaurant Brands International (QSR) is back in focus after a year marked by higher revenue from new restaurant openings, firm same-store sales and tighter cost controls that supported stronger operating margins and profits. See our latest analysis for Restaurant Brands International. The recent operational progress at Restaurant Brands International has been matched by firm momentum in the stock, with a 1 month share price return of 12.56% and a 1 year total shareholder return of 34.85%,...
NYSE:SN
NYSE:SNConsumer Durables

SharkNinja (SN) Launches New Products As Investors Ask If The Story Is Already Priced In

SharkNinja (SN) has been busy on the product front in August, rolling out a Practical Magic 2 themed Ninja SLUSHi Twist collection alongside the new Shark AquaReach cleaner and Ninja HydraSense filtration system. See our latest analysis for SharkNinja. The recent product launches come as SharkNinja shares trade at US$182.99, with strong momentum reflected in a 30-day share price return of 23.14% and a 3-year total shareholder return that is more than 4x. This suggests investor optimism around...
NYSE:NET
NYSE:NETIT

Is Cloudflare’s (NET) Expanding Role in Encrypted Messaging Audits Quietly Reframing Its Core Moat?

On August 12, 2026, Cloudflare, Inc. announced it is serving as an independent Key Transparency auditor for Signal, helping verify Signal’s automatic key verification system without accessing users’ identities or message content. By adding Signal to its existing WhatsApp auditing role, Cloudflare is strengthening its position as critical privacy infrastructure for large-scale encrypted messaging platforms. Next, we’ll examine how Cloudflare’s expanded role auditing Signal’s key transparency...
NYSE:XPEV
NYSE:XPEVAuto

XPeng (NYSE:XPEV) Stock Price Sinks As Losses Deepen And Robot Risks Grow

XPeng came into this print as a high beta China electric vehicle stock after a bruising three month slide of about 33%. The market’s first verdict on the new numbers was harsh, and the share price fell 8.5% in the next trading session to US$11.15. The key issue is margin quality. Vehicle deliveries climbed to 103,295 in the quarter, yet XPeng still reported a quarterly net loss of RMB 1.34b. At the same time, the physical artificial intelligence bet on humanoid robots secured about US$900m of...
NasdaqGS:BIDU
NasdaqGS:BIDUInteractive Media and Services

Tesla Stock Leads Founder Led Companies Worth Watching

Euro area consumer confidence has strengthened for four consecutive months, which hints at households feeling more comfortable about spending again. When consumers feel more secure, companies with clear leadership and long term vision can be better placed to turn that confidence into growth. Founder led companies often have that kind of commitment. This article highlights three founder led stocks from the screener that show how this theme can play out. The stocks in the article below are just...
NYSE:IQV
NYSE:IQVLife Sciences

IQVIA (IQV) Stock Looks Reasonable On Cash Flow Yet Stretched On Earnings

IQVIA Holdings has delivered a 38.4% return over the past year, and the key question for investors now is whether the Discounted Cash Flow (DCF) estimate, which points to meaningful undervaluation, or the market-based multiples, which suggest the stock is already pricing in a lot of optimism, offer the more useful perspective. A 38.4% one-year return indicates that IQVIA Holdings has already rewarded shareholders who stayed invested over the last twelve months. Recognition for IQVIA's AI...
NYSE:PG
NYSE:PGHousehold Products

Why Procter & Gamble (PG) Is Getting Attention Today

Procter & Gamble (PG) has leaned into seasonal marketing with Charmin’s back to college Forever Roll campaign and Swiffer’s collaboration with hair expert Jen Atkin, spotlighting products tied to everyday household inconveniences. See our latest analysis for Procter & Gamble. At a share price of $146.60, Procter & Gamble’s 1-day share price return of 1.33% and 7-day share price return of 2.43% suggest some short-term momentum. The 1-year total shareholder return declined 3.36% and the 5-year...
NYSE:PAGS
NYSE:PAGSDiversified Financial

Will Leadership Turnover And New Capital Returns Strategy Change PagSeguro Digital's (PAGS) Narrative

PagSeguro Digital’s founder and long-time Chairman, Luis Frias, resigned from the board in August 2026 while remaining the indirect controlling shareholder, as the company reported modest year-over-year growth in quarterly revenue and net income and approved a US$0.28 per-share cash dividend. The combination of a leadership transition, ongoing share buybacks that retired 24,766,497 shares, and the new dividend marks a shift in how PagSeguro balances capital returns with its growth...
NasdaqGS:NTNX
NasdaqGS:NTNXSoftware

How Nutanix’s ChronoScale AI Alliance Could Reshape Its GPU Strategy Will Impact Nutanix (NTNX) Investors

In August 2026, ChronoScale Holdings Corporation and Nutanix announced a partnership to deliver integrated enterprise AI infrastructure, combining Nutanix’s agentic AI software with ChronoScale’s accelerated compute platform built on NVIDIA technologies. The collaboration is designed to give large enterprises a single control plane for on-premises and GPU-as-a-service AI capacity, potentially simplifying how Global 2000 customers deploy and manage production-scale, sovereign AI...
NYSE:AER
NYSE:AERTrade Distributors

AerCap Holdings (AER) Dreamliner Milestone Keeps Its Undervalued Narrative In Focus

AerCap Holdings (NYSE:AER) has reached a leasing milestone with the delivery of its tenth Boeing 787 aircraft to Grupo Aeroméxico. This aircraft is AerCap's 100th 787 from its direct Boeing orderbook. See our latest analysis for AerCap Holdings. The latest Dreamliner delivery comes as AerCap Holdings trades at US$147.56, with the share price return up 5.26% over the past 90 days while the 1 year total shareholder return of 23.70% points to solid longer term momentum. If AerCap's role in...
NYSE:BE
NYSE:BEElectrical

Bloom Energy (BE), What Is Behind The Fresh Attention?

Bloom Energy (BE) is in focus after reporting its strongest quarter on record, crossing US$1b in revenue, lifting full-year guidance, and unveiling Power Connect, a factory-assembled system that streamlines onsite fuel-cell deployment. See our latest analysis for Bloom Energy. Bloom Energy’s share price has been volatile, with a 1-day share price return of 1.28% after the Power Connect launch, a 7-day share price return down 12.12%, a year-to-date share price return of 106.73%, and a 1-year...
NYSE:SON
NYSE:SONPackaging

Sonoco Products (SON) Pulls Back On Strong Returns, Does The 10% Undervaluation Hold?

How Sonoco Products Stock Has Been Performing Recently Sonoco Products (SON) has drawn fresh attention after recent price moves, with the stock closing at $57.49 on 23 August 2026. Investors are weighing this level against the company’s broader return record. Over the past month the stock is down 1%. Over the past 3 months it is up 15.7%, with a year to date gain of 29.6% and a 1 year total return of 28%. See our latest analysis for Sonoco Products. The recent pullback in Sonoco Products’...