U.S. Mortgage REITs Stock News

NYSE:ANF
NYSE:ANFSpecialty Retail

How Abercrombie Kids’ Baby and Toddler Launch Could Reshape Abercrombie & Fitch’s (ANF) Family Strategy

On 11 February 2026, Abercrombie & Fitch’s abercrombie kids division launched its first Baby & Toddler Collection, extending sizes from newborn to 5T and positioning the brand as a single destination for children’s apparel across all stages of childhood. This move taps into millennial parents’ nostalgia and broadens Abercrombie’s family offering, potentially deepening customer relationships from a child’s earliest years. We’ll now examine how expanding abercrombie kids into baby and toddler...
NYSE:RITM
NYSE:RITMMortgage REITs

Is Rithm Capital (RITM) Offering Value After The Recent Share Price Pullback

If you are wondering whether Rithm Capital is offering good value at its current price, this breakdown will help you understand what the market might be pricing in and what it could be missing. The stock recently closed at US$10.57, with short term returns showing a 1.5% decline over 7 days and a 10.1% decline over 30 days, while the longer view shows returns of 48.1% over 3 years and 73.6% over 5 years. Recent coverage around Rithm Capital has focused on its position within the diversified...
NYSE:H
NYSE:HHospitality

Does Hyatt Hotels (H) Still Offer Value After Doubling Over Five Years?

If you are wondering whether Hyatt Hotels' share price still offers value after a strong run in recent years, looking closely at how it is priced today can help you decide how it fits into your portfolio. At a recent share price of US$165.39, Hyatt Hotels has posted a 1.5% return over the past week, a 1.5% decline over the past month, and is roughly flat year to date. Its 1 year, 3 year and 5 year returns stand at 16.4%, 47.2% and 103.5% respectively. Recent attention on Hyatt Hotels has...
NasdaqGS:AAL
NasdaqGS:AALAirlines

Do American Airlines (AAL) Labor Protests Undermine Management Credibility Amid Costly Premium Upgrade Plans?

In early February 2026, the Association of Professional Flight Attendants held protests after a historic no-confidence vote in American Airlines CEO Robert Isom, highlighting concerns over declining performance, strained working conditions and financial pressures, even as the airline plans new premium lounge investments and expanded service from Chicago O’Hare. This clash between front-line crews and leadership places American’s management credibility and operational reliability under the...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

A Look At Bitmine Immersion Technologies (BMNR) Valuation After MrBeast Deal And Fresh Institutional Buying

Institutional buying and MrBeast partnership reshape the Bitmine story Bitmine Immersion Technologies (BMNR) is back in focus after fresh filings showed sizable stake increases from BlackRock and Ark Invest, alongside a US$200 million commitment to MrBeast backed Beast Industries. See our latest analysis for Bitmine Immersion Technologies. Despite the recent MrBeast partnership and fresh institutional interest, Bitmine’s 1-day share price return of 6.18% and 7-day return of 2.39% sit...
NasdaqGS:WEN
NasdaqGS:WENHospitality

Wendys (WEN) Same Restaurant Sales Slide 10.1% And Fuels Bearish Narratives

Wendy's (WEN) closed FY 2025 with Q4 revenue of US$543 million and basic EPS of US$0.14, supported by trailing twelve month revenue of about US$2.2 billion and EPS of US$0.85 that frame the latest quarter in a softer earnings backdrop. Over recent periods, revenue has moved from US$574 million and EPS of US$0.23 in Q4 2024 to US$543 million and EPS of US$0.14 in Q4 2025. Trailing twelve month EPS shifted from US$0.95 at Q4 2024 to US$0.85 at Q4 2025, setting a more cautious tone around...
NasdaqGS:MKSI
NasdaqGS:MKSISemiconductor

Does MKS (MKSI) Pairing a Higher Dividend with Refinancing Reveal a Shift in Capital Priorities?

MKS Instruments recently increased its quarterly cash dividend to US$0.25 per share, a 14% uplift from its Fourth Quarter 2025 payout, and in early February 2026 completed major debt refinancing, including a €1.00 billion 4.250% senior notes offering due 2034 and extensions of key loan and credit facility maturities. By combining a higher dividend with actions that extend debt maturities, reduce interest costs and shift more borrowing to unsecured debt, MKS is signaling confidence in its...
NasdaqGS:ODFL
NasdaqGS:ODFLTransportation

Old Dominion Mourns Jack Congdon As Investors Weigh Governance And Valuation

Old Dominion Freight Line board member John R. "Jack" Congdon, Sr. has passed away, marking the loss of a long serving leader closely linked to the company’s evolution. Congdon was known for founding Old Dominion Truck Leasing and for his long tenure and influence on the culture and direction of NasdaqGS:ODFL. Management has publicly recognized his contributions, underscoring his importance to shareholders, employees, and the wider company community. For investors watching NasdaqGS:ODFL,...
NYSE:CNM
NYSE:CNMTrade Distributors

Evaluating Core & Main (CNM) As Recent Returns Diverge From Long Term Gains

What stands out about Core & Main right now Core & Main (CNM) has drawn fresh investor attention after recent trading put its shares around $58.18, with returns over the past 3 months and year appearing meaningfully different from its 1-month performance. See our latest analysis for Core & Main. While the 30 day share price return of 0.55% decline hints at a pause in momentum, the 90 day share price return of 29.43% and 3 year total shareholder return of about 2.5x suggest longer term...
NYSE:UTI
NYSE:UTIConsumer Services

A Look At Universal Technical Institute’s (UTI) Valuation After Earnings And Reaffirmed Revenue Guidance

Why Universal Technical Institute’s latest earnings matter for shareholders Universal Technical Institute (UTI) released first quarter results that paired higher sales of US$220.84 million with lower net income of US$12.83 million, while also reaffirming full year 2026 revenue guidance of US$905 million to US$915 million. See our latest analysis for Universal Technical Institute. The earnings release and reaffirmed 2026 revenue guidance helped push Universal Technical Institute’s 1 day share...
NYSE:UAA
NYSE:UAALuxury

A Look At Under Armour (UAA) Valuation After Citi Downgrade And Mixed Earnings

Why Under Armour stock just drew fresh scrutiny Citi's downgrade of Under Armour (UAA) to Sell after its mixed earnings and guidance has put fresh focus on the stock, highlighting rising North American pressures, high short interest, and expectations for negative free cash flow. See our latest analysis for Under Armour. Under Armour's share price has been volatile around these updates, with a 90 day share price return of 68.78% and year to date share price return of 35.92%, even as the 5 year...
NYSE:AGX
NYSE:AGXConstruction

Is It Too Late To Consider Argan (AGX) After Its Strong Multi Year Share Price Run?

If you are wondering whether Argan's share price still reflects fair value after a strong run, it helps to step back and look at what the current market price might be implying about the business. Argan's stock has been strong recently, with returns of 16.4% over the last 7 days, 6.9% over 30 days, 25.8% year to date and 178.1% over the past year. The 3 year and 5 year figures are very large at roughly 10x and 8x respectively. Recent moves are playing out against a steady flow of company and...
NYSE:HRB
NYSE:HRBConsumer Services

Is H&R Block’s (HRB) AI Tax Push and Buybacks Quietly Redefining Its Risk‑Reward Profile?

In early February 2026, H&R Block reported higher quarterly and six‑month revenue year over year, reaffirmed its Fiscal 2026 revenue guidance of US$3.88 billion to US$3.90 billion, maintained its quarterly dividend of US$0.42 per share, and detailed completion of a US$799.88 million share repurchase program covering 14,410,000 shares. The company also introduced AI Tax Assist, Smart Product Selector, and enhanced DIY tools, signaling a push to integrate artificial intelligence into both...
NYSE:DHT
NYSE:DHTOil and Gas

A Look At DHT Holdings (DHT) Valuation After Strong Results And Ongoing Dividend Consistency

DHT Holdings (DHT) is back in focus after reporting fourth quarter and full year 2025 results, alongside its 64th consecutive quarterly cash dividend of US$0.41 per share, keeping its 100% ordinary net income payout policy intact. See our latest analysis for DHT Holdings. The recent results and dividend announcement come against a strong run in the shares, with a 30 day share price return of 19.98% and a year to date share price return of 35.52%. The 1 year total shareholder return of 51.49%...
NasdaqGS:SIRI
NasdaqGS:SIRIMedia

A Look At Sirius XM Holdings (SIRI) Valuation After Q4 Earnings Momentum And Analyst Upgrade

Sirius XM Holdings (SIRI) has been in focus after its fourth quarter 2025 results, where management highlighted momentum in podcasting, renewed marquee content deals, and new subscriber-focused offerings that drew a constructive response from the market. See our latest analysis for Sirius XM Holdings. At a share price of $21.29, Sirius XM has seen a 4.11% 1 month share price return and a 3.80% year to date share price return. However, its 1 year total shareholder return of 17.41% and 5 year...
NYSE:SPXC
NYSE:SPXCMachinery

A Look At SPX Technologies (SPXC) Valuation After BofA Upgrade And HVAC Expansion Moves

BofA Securities’ upgrade of SPX Technologies (SPXC) has put fresh attention on the stock. This comes alongside completed and planned HVAC acquisitions, as well as an emphasis on organic capacity additions, new products, and capital deployment. See our latest analysis for SPX Technologies. The recent upgrade and HVAC deals come on top of strong momentum, with a 1 day share price return of 3.5%, a 30 day share price return of 9.81%, and a 1 year total shareholder return of 60.41%. This points...
NYSE:NOV
NYSE:NOVEnergy Services

Assessing NOV (NOV) Valuation After Earnings Loss Impairments And Softer Near Term Guidance

NOV (NOV) shares were in focus after the company reported a quarterly net loss, booked US$70 million of asset impairments, guided to a 1% to 3% revenue decline, and continued buybacks. See our latest analysis for NOV. Despite the fourth quarter loss and softer near term revenue outlook, NOV's recent news comes against a backdrop of solid momentum. The company has reported a 27.83% 90 day share price return and a 28.45% one year total shareholder return, while the three year total shareholder...
NYSE:AI
NYSE:AISoftware

Assessing C3.ai (AI) Valuation After New Vonage Partnership Targets Enterprise Field Services

Vonage’s new collaboration with C3.ai (AI) to launch the C3 AI Field Services module highlights how this enterprise AI stock might fit into the evolving market for mobile field operations. See our latest analysis for C3.ai. C3.ai’s collaboration news has landed against a weak share price backdrop, with a 30 day share price return of 17.33% decline and a 1 year total shareholder return of 65.84% decline, signalling pressure despite ongoing partnerships and federal contract wins. If this kind...
NYSE:ELAN
NYSE:ELANPharmaceuticals

How Elanco Animal Health's Board Transition and Chairman Retirement Will Impact Elanco Animal Health (ELAN) Investors

Elanco Animal Health has announced that founding Chairman R. David Hoover and Dr. Deborah Kochevar will not stand for re-election at the May 2026 Annual Meeting, reducing the Board to nine directors and marking an important leadership transition following the company’s separation from Eli Lilly. With Hoover’s IPO-era governance experience and Kochevar’s oversight of the Innovation, Science, and Technology committee both stepping away, investors may focus more closely on how new and remaining...
NasdaqGS:WMG
NasdaqGS:WMGEntertainment

A Look At Warner Music Group (WMG) Valuation After Earnings And New TikTok And AI Music Partnerships

Warner Music Group (WMG) is back in focus after quarterly results that highlighted revenue and profit growth, along with updates on streaming share, catalog monetization, technology investments, and new partnerships in short form video and AI music. See our latest analysis for Warner Music Group. The earnings release, dividend affirmation and completion of a US$41.36m buyback have come against a softer share price backdrop. A 1 day share price return of 3.15% contrasts with a 1 year total...
NYSE:HESM
NYSE:HESMOil and Gas

How Investors Are Reacting To Hess Midstream (HESM) Stronger Q4 Earnings And Improved Profitability Metrics

Hess Midstream LP has released its fourth-quarter 2025 results, reporting revenue of US$404.2 million and net income of US$93.3 million, both higher than the same period a year earlier, with basic and diluted earnings per share from continuing operations at US$0.72 versus US$0.68 previously. The combination of rising revenue and a sharper increase in net income suggests improved cost efficiency or a more profitable service mix within Hess Midstream’s fee-based midstream operations. We’ll now...
NYSE:MUX
NYSE:MUXMetals and Mining

Does Gold’s Revival and Nevada Expansion Quietly Rebalance Risk and Reward for McEwen (MUX)?

In recent days, commentary around McEwen Mining has emphasized investors’ renewed focus on gold amid potential US Federal Reserve rate cuts, alongside the company’s continued progress on key gold and copper projects and its acquisition of Golden Lake Exploration to strengthen its Nevada footprint. An interesting angle is that this shift in sentiment toward gold is coinciding with McEwen’s incremental de-risking of its project pipeline, subtly changing how some investors may view its growth...
NYSE:MTDR
NYSE:MTDROil and Gas

What Matador Resources (MTDR)'s Analyst Optimism and Institutional Positioning Means For Shareholders

In recent days, Matador Resources has drawn heightened attention as analysts highlighted its sector-leading revenue growth expectations, relatively low forward earnings multiple, and strong institutional interest, alongside active institutional trading strategies testing support and resistance levels. This combination of bullish analyst consensus, perceived undervaluation, and sophisticated institutional positioning underscores how closely professional investors are tracking Matador’s...
NasdaqGS:ASTS
NasdaqGS:ASTSTelecom

AST SpaceMobile Capital Raise And BlueBird 6 Shift Risk Reward Profile

AST SpaceMobile (NasdaqGS:ASTS) launched a $1b convertible note offering, alongside equity offerings and a debt repurchase plan. The company announced successful deployment of its BlueBird 6 satellite, which carries a large commercial antenna aimed at connecting standard smartphones. The financing and satellite milestone were reported together, signaling a major phase in AST SpaceMobile's space based cellular broadband rollout. AST SpaceMobile is trying to build a space based cellular...