U.S. Mortgage Finance Stock News

If you are wondering whether AeroVironment at US$364.99 is priced for perfection or still has room on the table, you are not alone. The stock has moved sharply, with returns of 42.5% over 7 days, 52.7% over 30 days, 42.5% year to date, 121.2% over 1 year and 313.3% over 3 years. This can change how investors think about both upside and risk. Recent coverage around AeroVironment has highlighted its role in capital goods and its exposure to defense related solutions, which often draws...

Valens Semiconductor (VLN) is back on investor radar after securing a fourth MIPI A PHY design win in China and launching a production ready A PHY enabled e mirror with Sakae Riken Kogyo. See our latest analysis for Valens Semiconductor. The recent A PHY design wins and e mirror launch sit against a sharp short term rebound, with a 30 day share price return of 55.97% and year to date share price return of 58.97%. This contrasts with a 1 year total shareholder return decline of 19.48% and a 3...

TFS Financial (TFSL) has drawn fresh attention after its share price moved above its 200 day moving average, coinciding with renewed focus on Wall Street rating upgrades and its recently paid quarterly dividend. See our latest analysis for TFS Financial. At the current share price of $13.91, TFS Financial has been building momentum, with a 7 day share price return of 2.5% and a 90 day share price return of 5.1%, while its 1 year total shareholder return of 24.9% highlights how income from...

Why Sun Communities Is Back on Investors’ Radar Sun Communities (SUI) is back in focus after releasing full year results showing revenue of about US$3.24b alongside a net loss of US$345.4m, prompting a closer look at its fundamentals and recent share price performance. See our latest analysis for Sun Communities. The recent full year figures and net loss have landed against a period of rebuilding momentum, with the 1 year total shareholder return of 11.61% outpacing the more muted 3 year...

Harley-Davidson (HOG) recently reported quarterly results, with revenue up 16.5% year on year and earnings ahead of Wall Street estimates. Despite this, the stock has fallen about 23% since the release. See our latest analysis for Harley-Davidson. That post earnings drop comes after a weaker patch for the shares, with a 90 day share price return of 18.42% and a 1 year total shareholder return of 20.71%, pointing to fading momentum despite the recent 7 day share price gain of 3.83% and year to...

PBF Energy recently drew attention after Piper Sandler upgraded the refiner to Overweight, highlighting its ability to handle Venezuelan heavy sour crude and the planned full restart of the Martinez refinery by March 2026. An interesting angle is how access to Venezuelan barrels could interact with PBF’s complex refining setup, potentially affecting margins differently across its coastal markets. We’ll now examine how Piper Sandler’s upgrade, centered on Venezuelan crude import potential,...

Institutional buying and shareholder returns draw fresh attention Summit Street Capital Management’s decision to add 81,170 shares of Core Natural Resources (CNR) in the third quarter, along with robust quarterly revenue, profitability and free cash flow returned via repurchases and dividends, is now in focus for investors. See our latest analysis for Core Natural Resources. That institutional buying interest comes as Core Natural Resources’ share price has climbed to $96.38, with a 1 month...

NewAmsterdam Pharma recently outlined its late-stage plans for obicetrapib, including an expected EMA approval decision in the second half of 2026, first-patient dosing in the RUBENS Phase 3 metabolic syndrome trial, continued progress in the PREVAIL cardiovascular outcomes study, and preparations for an Alzheimer’s disease trial based on earlier biomarker data. These updates give investors clearer visibility into NewAmsterdam’s pipeline evolution across cardiometabolic and neurological...

LENZ Therapeutics and Lunatus Marketing & Consulting FZCO recently announced an exclusive agreement for Lunatus to register and commercialize VIZZ, an FDA-approved aceclidine-based eye drop for presbyopia, across multiple Middle East markets including the UAE, Saudi Arabia and Qatar. The deal builds on VIZZ’s early U.S. launch, where the product generated about US$1.6 million in Q4 2025 revenue from over 20,000 prescriptions and broad uptake by eye care professionals. We’ll explore how early...

In recent months, Flex reported fiscal second-quarter 2026 results that exceeded analyst expectations and its CFO Kevin Krumm sold US$1.31 million of shares to cover tax obligations tied to vesting restricted share units. A parallel milestone was Flex’s JetCool-led liquid cooling deployment at Equinix’s Co-Innovation Facility in Virginia, highlighting energy- and water-efficient solutions tailored to high-density, AI-focused data centers. We’ll now examine how Flex’s JetCool liquid cooling...

In recent days, Meta Platforms announced a series of long-term agreements with Vistra, Oklo and TerraPower to secure about 6.6 gigawatts of nuclear power by 2035 for its U.S. data centers, aiming to supply the massive, always-on electricity demand of its expanding AI infrastructure with low-carbon energy. By effectively becoming one of the largest corporate buyers of nuclear power in U.S. history, Meta is tying its AI growth ambitions directly to advanced, carbon-free baseload generation,...

In 2025, Ubiquiti reported strong business recovery and June-quarter growth, paid down a substantial debt load, reinstated its share repurchase program, and raised its dividend by one-third. With founder and CEO Robert Pera controlling about 93% of the shares, renewed buybacks could further shrink the already limited public float. Next, we’ll explore how Ubiquiti’s debt reduction and renewed capital returns program shape the company’s evolving investment narrative. We've found 12 US stocks...

Why the Visa Direct collaboration matters for Deluxe Deluxe (DLX) is in focus after announcing a collaboration with Visa to integrate Visa Direct into its payments platform, introducing dlxFastFunds as a near real time funding option for business clients. The new service is aimed at helping companies shorten typical settlement delays, with the goal of improving day to day cash flow management for needs such as inventory, payroll, or reinvestment decisions. See our latest analysis for...

Figs Inc. has recently expanded its physical retail footprint by opening “Community Hubs” near hospitals, medical universities, and clinics, creating dedicated spaces that combine healthcare apparel retail with community-oriented services for medical professionals. By offering events, personalization stations, and wellness programming inside these Community Hubs, FIGS is deepening its relationship with core healthcare customers and embedding the brand more directly into their daily...

KLA (KLAC) is back in focus after a cluster of analyst upgrades and a fresh Overweight call from Cantor Fitzgerald, paired with the launch of a new AI focused R&D hub in Chennai. See our latest analysis for KLA. The cluster of upgrades appears to be feeding into strong price momentum, with a 1 day share price return of 5.69% and a 30 day share price return of 17.26%. The 1 year total shareholder return of 106.71% and 5 year total shareholder return of 385.82% point to a story that has been...

Framing LegalZoom.com after recent performance LegalZoom.com (LZ) has attracted fresh attention after a period in which its shares showed positive total returns over the past year and past 3 months, prompting investors to reassess how its fundamentals line up. The company reports annual revenue of US$727.483m and net income of US$22.224m, with revenue growth at 6.61% and net income growth at 47.37%. These figures give investors more concrete data to work with. See our latest analysis for...

In recent weeks, Apple Hospitality REIT has attracted fresh attention as Barclays and Cantor Fitzgerald both initiated and reaffirmed positive coverage, while insiders, including the CEO, increased share purchases and the company acquired the Motto by Hilton Nashville Downtown for US$98.2 million. This combination of upbeat analyst commentary, insider buying and portfolio expansion is sharpening investor focus on how Apple Hospitality’s hotel assets might perform against longer-term...

Veris Residential (VRE) is back in focus after fresh commentary on its ongoing portfolio optimization, including non core asset sales and efforts to reinforce its balance sheet, alongside modest upward earnings estimate revisions for 2025 and 2026. See our latest analysis for Veris Residential. Despite the focus on non core asset sales and balance sheet repair, Veris Residential’s share price return has been relatively muted. The stock has shown a 90 day gain of 1.44% and a slightly negative...

If you are wondering whether Intellia Therapeutics at around US$10.38 is a bargain or a value trap, you are not alone in asking what the current price really reflects. The stock has moved recently, with returns of 12.7% over the last 7 days, 15.1% over the last 30 days and 12.7% year to date, while the 1 year return is 1.8% and the 3 and 5 year returns are 72.4% and 87.3% declines respectively. Recent company specific news helps frame these moves for investors following Intellia Therapeutics...

Boeing and Alaska Airlines recently announced the airline’s largest-ever aircraft order, covering 105 737-10s with options for 35 more, plus five 787 Dreamliners to support fleet renewal and long-haul expansion. This order not only deepens a 60-year partnership but also signals renewed confidence in Boeing’s 737 MAX and 787 families as core platforms for Alaska’s growth plans. We’ll now examine how this record Alaska Airlines order, built around the high-capacity 737-10, affects Boeing’s...

Why this leadership transition matters for Federated Hermes investors Federated Hermes (FHI) is reshaping its fixed income leadership, with R.J. Gallo set to become chief investment officer for global fixed income and Ann Ferentino assuming sole leadership of the Municipal Bond Group as part of a long-term succession plan. These changes are tied directly to the planned May 2026 retirement of long serving CIO Robert Ostrowski, who currently oversees global fixed income. For you as a...

Earlier this week, the U.S. Supreme Court postponed a decision on the legality of tariffs affecting import-heavy retailers, leaving companies like Kohl’s facing ongoing uncertainty around their cost structure and pricing power. This delay keeps tariffs as a live risk factor for Kohl’s, potentially complicating efforts to manage margins at a time when its traditional department-store model is already under pressure. We’ll now look at how this tariff-related legal uncertainty reshapes Kohl’s...

Why Canadian Solar’s new convertible notes matter for shareholders Canadian Solar (NasdaqGS:CSIQ) has completed and priced a US$200 million offering of 3.25% senior unsecured convertible notes due 2031. The proceeds are earmarked for U.S. manufacturing, battery energy storage projects, solar initiatives, and general corporate use. See our latest analysis for Canadian Solar. The new US$200 million convertible notes come after a sharp 23.73% 7 day share price decline and a 14.44% 30 day share...

In recent days, CRA International has attracted renewed positive analyst coverage following strong quarterly results that exceeded expectations and prompted an improved full-year revenue outlook. An additional point of interest is that this upbeat sentiment has emerged even as the CEO executed a previously scheduled share sale under a Rule 10b5-1 plan. Next, we'll examine how this analyst confidence following strong financial results could influence CRA International's existing investment...