U.S. Mortgage REITs Stock News

NasdaqGS:DDOG
NasdaqGS:DDOGSoftware

A Look At Datadog (DDOG) Valuation After Its Earnings Beat And AI Focused Growth Outlook

Datadog (DDOG) is back in focus after its fourth quarter and full year 2025 earnings beat market expectations on both revenue and earnings, paired with upbeat 2026 revenue guidance and a growing emphasis on AI driven products. See our latest analysis for Datadog. The latest earnings beat and upbeat 2026 revenue guidance come after a volatile stretch, with a 12.1% 7 day share price return, a 30.5% 90 day share price decline, and a 56.5% 3 year total shareholder return that signals longer term...
NasdaqCM:BSBK
NasdaqCM:BSBKBanks

Bogota Financial (BSBK) Net Interest Margin Rebound Tests Bearish Earnings Narratives

Bogota Financial (BSBK) has just posted another profitable quarter, with Q3 FY 2025 revenue of US$4.3 million and basic EPS of US$0.04 supported by net income of US$0.5 million and a net interest margin of 1.8% as investors keep an eye on how sustainable this run rate looks. Over recent periods, the company has seen revenue move from US$3.0 million in Q2 FY 2024 to US$4.6 million in Q1 FY 2025 and US$4.0 million in Q2 FY 2025, while basic EPS shifted from a loss of US$0.03 in Q2 FY 2024 to a...
NasdaqGS:JBHT
NasdaqGS:JBHTTransportation

J.B. Hunt Q4 Cost Cuts And Triumph Network Move Tempered By Freight Risks

J.B. Hunt Transport Services reported significant operational changes in Q4, including a major cost reduction program and strong growth in adjusted operating income. The company joined the Triumph Network to use automated payment solutions aimed at improving payment efficiency. Management issued a cautious outlook on the freight market and disclosed recent insider transactions. J.B. Hunt Transport Services, ticker NasdaqGS:JBHT, is drawing fresh attention as these Q4 moves come with the...
NYSE:HL
NYSE:HLMetals and Mining

What Hecla Mining (HL)'s Casa Berardi Sale and Silver Pivot Means For Shareholders

In recent days, Hecla Mining has drawn attention ahead of its February 17, 2026 earnings release, as investors weigh analysts’ expectations for US$0.14 in EPS and US$358.50 million in revenue alongside the company’s plan to sell its Casa Berardi asset and refocus on higher-margin silver operations. At the same time, persistent global silver supply shortfalls, heightened options-market volatility, and Hecla’s decision to nearly double exploration and pre-development spending to US$55 million...
NYSE:CBL
NYSE:CBLRetail REITs

Taking A Fresh Look At CBL & Associates Properties (CBL) Valuation After Recent Share Price Moves

What recent returns say about CBL & Associates Properties (CBL) CBL & Associates Properties (CBL) has seen mixed share price moves, with a 3.6% decline over the past week and roughly 3% decline over the past month, while the past 3 months show a gain of about 10%. Over a longer horizon, the stock's total return is about 16% over the past year and roughly 6x over the past 3 years, set against a recent close of US$35.05. See our latest analysis for CBL & Associates Properties. For CBL &...
NasdaqGS:RGLD
NasdaqGS:RGLDMetals and Mining

Is Royal Gold's (RGLD) Cautious Dividend Amid Rate Cuts Aligned With Insider Sentiment?

In recent days, Royal Gold has been highlighted for accelerating revenue and earnings growth, strong profit margins, and a conservative dividend payout approach amid supportive mid-cap dividend conditions following Federal Reserve rate cuts. At the same time, analysts remain broadly positive while insider selling has increased, creating a contrast between upbeat external expectations and more cautious signals from within the company. We’ll now examine how this combination of strong...
NasdaqGS:ACHC
NasdaqGS:ACHCHealthcare

A Look At Acadia Healthcare (ACHC) Valuation After David Einhorn Stake And Leadership Changes

Why Acadia Healthcare Stock Just Drew Fresh Attention Acadia Healthcare Company (ACHC) moved back into focus after hedge fund manager David Einhorn disclosed a new stake, alongside trading volume that surged well above typical levels and recent leadership changes. See our latest analysis for Acadia Healthcare Company. The recent 1 day share price return of 5.54% caps a sharp short term rebound, with 7 day and 30 day share price returns of 25.43% and 43.58% respectively. However, the 1 year...
NYSE:KTB
NYSE:KTBLuxury

Is Kontoor Brands (KTB) Attractive After Recent Share Price Weakness And Brand Resilience News?

If you are wondering whether Kontoor Brands is offering good value at its current share price, you are not alone. This article is built to help you weigh what the numbers are really saying. The stock recently closed at US$67.46, with returns of 0.6% over the last 7 days, 13.5% over the last 30 days, 9.7% year to date and a 17.0% decline over the past year, set against gains of 63.2% over 3 years and 85.2% over 5 years. Recent headlines around Kontoor Brands have focused on the resilience of...
NYSE:WHG
NYSE:WHGCapital Markets

Westwood Holdings Group (WHG) Net Margin Jump Questioned By One Off Gain Narrative

Westwood Holdings Group (WHG) has wrapped up FY 2025 with fourth quarter revenue of US$27.1 million and basic EPS of US$0.22, rounding out a trailing 12 month picture that includes total revenue of US$97.8 million and EPS of US$0.84. Over recent periods the company has seen revenue move from US$25.6 million and EPS of US$0.25 in Q4 2024 to Q3 2025 levels of US$24.3 million and EPS of US$0.44 before the latest quarter, while trailing net profit margin has shifted from 2.3% to 7.2%. This gives...
NasdaqGS:WDC
NasdaqGS:WDCTech

Western Digital (WDC) Valuation Check After Strong Multi Month Share Price Momentum

Recent share performance and business snapshot Western Digital (WDC) has drawn fresh investor attention after a month that included a 27.1% return and a 73.3% gain over the past 3 months, prompting closer scrutiny of its fundamentals. The company reports revenue of US$10.734b and net income of US$3.946b, with both revenue and net income growth stated at 16.193% and 14.6651% respectively, and a recent closing price of US$281.58. See our latest analysis for Western Digital. While the 1-day and...
NYSE:FN
NYSE:FNElectronic

Assessing Fabrinet (FN) Valuation After Strong Earnings And AI Data Center Growth Guidance

Fabrinet (FN) shares have been in focus after the company reported second quarter results, issued third quarter guidance, and updated investors on the completion of a long running share repurchase program. See our latest analysis for Fabrinet. The latest quarterly earnings and guidance appear to be the key driver behind Fabrinet’s 7.25% 1 day share price return. Its 90 day share price return of 18.94% and very large 5 year total shareholder return of 462.23% point to momentum that has built...
NYSE:FE
NYSE:FEElectric Utilities

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

If you are wondering whether FirstEnergy at around US$50.10 is offering fair value or an opportunity, you are in the right place to unpack what the current price might actually reflect. The stock has returned 7.4% over the last 7 days, 5.8% over the past month, 10.7% year to date, 30.4% over 1 year, 38.4% over 3 years and 80.5% over 5 years, which has many investors asking how much of the story is already priced in. Recent market attention on FirstEnergy has been shaped by ongoing regulatory...
NasdaqGM:TRUP
NasdaqGM:TRUPInsurance

Trupanion (TRUP) Turns TTM Profitable Yet Thin Margins Test Bullish Narratives

Trupanion (TRUP) just wrapped FY 2025 with Q4 revenue of US$376.9 million and basic EPS of US$0.13, while trailing twelve month EPS sat at US$0.45 on revenue of about US$1.4 billion. The company has seen revenue move from US$337.3 million in Q4 2024 to US$376.9 million in Q4 2025, with quarterly basic EPS shifting from US$0.04 a year ago to US$0.13 most recently. This puts the focus squarely on how sustainably margins are settling at these levels. See our full analysis for Trupanion. With the...
NasdaqGS:AEP
NasdaqGS:AEPElectric Utilities

American Electric Power (AEP) Is Up 7.6% After Strong 2025 Results And Data Center Load Surge – Has The Bull Case Changed?

American Electric Power Company, Inc. has now reported its full-year 2025 results, with revenue rising to US$21.88 billion and net income to US$3.58 billion, while Q4 earnings and revenue exceeded analyst expectations and 2026 operating earnings guidance was reaffirmed. Management also doubled its contracted large-load pipeline to 56 GW, largely tied to data centers and industrial customers, and outlined a US$72.00 billion-plus capital plan through 2030, signaling how surging power demand is...
NasdaqGM:PAMT
NasdaqGM:PAMTTransportation

PAMT (PAMT) FY 2025 Loss Deepens As Margins Struggle Despite US$141 Million Q4 Revenue

PAMT just posted its FY 2025 numbers with Q4 revenue of US$141.3 million and a basic EPS loss of US$1.40, while net income excluding extra items came in at a loss of US$29.3 million. The company has seen quarterly revenue move from US$166.5 million and a basic EPS loss of US$1.45 in FY 2024 Q4 to US$141.3 million and a US$1.40 loss per share in FY 2025 Q4. Trailing twelve month revenue was US$598.1 million with a cumulative EPS loss of US$2.48. For investors, the key point this quarter is how...
NYSE:GM
NYSE:GMAuto

GM Ramps Cash Returns As EV Strategy And China Plans Evolve

General Motors (NYSE:GM) announced a larger regular dividend and a new US$6b share buyback program following its latest earnings release. The company named Claudia Gast as deputy CFO, expanding its senior finance leadership bench. GM highlighted ongoing supply chain risk linked to the bankruptcy of First Brands, a key supplier. The automaker is reshaping its electric vehicle partnerships after Honda stepped back from joint plans and is adjusting its approach in China. GM reported fresh...
NasdaqGS:ALKT
NasdaqGS:ALKTSoftware

Alkami Webinar Highlights Data Quality Push For Deeper Bank Relationships

Alkami Technology, NasdaqGS:ALKT, is hosting a webinar focused on turning transaction data into actionable insights for banks and credit unions. The event will cover automated data cleansing and standardized transaction data to support decision-making and customer engagement. Alkami Technology, trading at $16.27, operates in a part of fintech that is closely tied to how banks and credit unions serve customers online. The company’s share price performance has varied, with a 3.5% return over...
NasdaqGS:EQIX
NasdaqGS:EQIXSpecialized REITs

Equinix (EQIX) Is Up 12.7% After AI-Fueled Bookings Boost Q4 Results And 2026 Guidance

In February 2026, Equinix reported past fourth-quarter 2025 revenue of US$2,420 million and net income of US$265 million, alongside full-year 2025 net income of US$1.35 billion and a higher quarterly dividend of US$5.16 per share. The results were underpinned by record gross bookings, strong recurring revenue and a surge in AI-related workloads, with around 60% of the largest recent deals tied to AI infrastructure demand. We’ll now examine how Equinix’s AI-driven bookings strength and...
NYSE:WPC
NYSE:WPCREITs

How W. P. Carey’s €1 Billion Eurobond and Earnings Beat Will Impact W. P. Carey (WPC) Investors

In February 2026, W. P. Carey completed a €1 billion fixed-rate senior unsecured Eurobond offering in two tranches, a €500 million 3.250% note due October 2, 2031 and a €500 million 3.750% note due May 10, 2035, alongside reporting fourth-quarter and full-year 2025 results showing higher revenue, net income and earnings per share from continuing operations versus 2024. The bond proceeds are earmarked to refinance notes maturing in April 2026, repay other debt and fund future investments,...
NYSE:LH
NYSE:LHHealthcare

Is Labcorp Holdings (LH) Pricing Reflect Its Role In U.S. Diagnostics Today

If you are wondering whether Labcorp Holdings is reasonably priced or asking too much at today’s levels, you are not alone. This article is designed to help you size up its valuation with clear numbers. The stock last closed at US$282.63, with returns of 2.0% over 7 days, 4.3% over 30 days, 12.3% year to date, 15.9% over 1 year, 33.2% over 3 years and 39.8% over 5 years. These figures will naturally influence how investors think about its current value and risk. Recent news around Labcorp...
NYSE:PSA
NYSE:PSASpecialized REITs

Public Storage’s PS4.0 Pivot and Leadership Shake-Up Might Change The Case For Investing In PSA

In February 2026, Public Storage reported fourth-quarter results that exceeded analyst expectations, issued 2026 guidance calling for a 2.2% same-store revenue decline and up to a 3.9% net operating income decline, unveiled its PS4.0 transformation plan, and detailed a leadership transition with CFO and CIO Tom Boyle becoming CEO as the company moves its headquarters from Glendale, California, to Frisco, Texas. This combination of softer near-term guidance, a new technology-focused operating...
NYSE:BEN
NYSE:BENCapital Markets

Franklin Resources Explores Tokenization And Secondaries While Shares Trade Below Value

Franklin Resources (NYSE:BEN) has launched an institutional collateral program with Binance, allowing tokenized U.S. money market fund shares to be used as collateral. The firm reports over US$3.5b in assets under management in its Franklin Lexington private equity secondaries strategy within roughly a year of its launch. Franklin Resources continues to invest in AI and blockchain as part of its broader digital transformation efforts. For you as an investor, these moves show how Franklin...
NYSE:EPRT
NYSE:EPRTREITs

Should Strong Q4 Results and Higher 2026 AFFO Guidance Require Action From Essential Properties (EPRT) Investors?

In February 2026, Essential Properties Realty Trust, Inc. reported fourth-quarter 2025 results showing revenue of US$149.87 million and net income of US$68.07 million, with full-year 2025 revenue reaching US$561.22 million and net income of US$253.01 million. The company paired these results with raised 2026 AFFO per share guidance and high portfolio occupancy of 99.7%, underscoring the resilience of its long-lease, service-focused net-lease model and its ability to keep expanding its...
NYSE:CCK
NYSE:CCKPackaging

Crown Holdings (CCK) Valuation Check After Recent Share Price Momentum And Undervaluation Claims

Crown Holdings stock snapshot following recent performance Crown Holdings (CCK) has drawn investor attention after a mix of short term pullback and longer period gains, with the share price last closing at $110.79 and showing positive returns over the past year. Over the past week the stock logged a 1.9% decline, while it showed a 6.3% gain over the past month and a 16.6% return in the past 3 months, prompting investors to reassess expectations. See our latest analysis for Crown Holdings. The...