U.S. Mortgage REITs Stock News

In January 2026, Vornado Realty Trust, Hudson Pacific Properties and Blackstone Real Estate announced that Paramount Television Studios signed a 70,000-square-foot lease at Sunset Pier 94 Studios in Manhattan, using two sound stages plus production and office space for the second season of Dexter: Resurrection. The early lease, secured before the 232,000-square-foot facility’s full delivery and amid strong reported demand, underscores growing tenant interest potentially relevant to...

In January 2026, Delta Air Lines reported Q4 2025 revenue of US$16,003 million and net income of US$1,219 million, capping a full year in which revenue reached US$63,364 million and net income US$5,005 million, both higher than the prior year. Alongside this performance, Delta issued 2026 earnings guidance below analyst expectations and committed to buying thirty Boeing 787-10 aircraft from 2031, signaling a push to deepen premium and long-haul international flying while balancing near-term...

Frontier Communications Parent (FYBR) has attracted attention after recent share moves, with the stock last closing at $38.44. Investors are weighing this price against the company’s fundamentals and its recent return profile. See our latest analysis for Frontier Communications Parent. Putting the latest move into context, Frontier’s recent 1-day, 7-day and 90-day share price returns, alongside an 8.28% 1-year total shareholder return and 34.88% 3-year total shareholder return, point to...

COPT Defense Properties (CDP) is back in focus after executing a new build-to-suit lease in its Maryland Defense/IT portfolio, tied to a 236,000 square foot facility with a planned US$146 million investment. See our latest analysis for COPT Defense Properties. These development commitments, including the new Defense/IT lease and the expanded University of Maryland ARLIS project, arrive during a period of steady momentum, with COPT Defense Properties’ year to date share price return of 9.82%...

Recent analyst updates have pushed Innovex International’s earnings estimates higher, coinciding with the company receiving a Momentum Style Score of B and a Zacks Rank of #2 (Buy), highlighting growing optimism about its near-term prospects. This combination of upward earnings revisions and a strong momentum profile suggests that analyst sentiment is increasingly aligned with the company’s recent operational and market performance signals. With these positive earnings estimate revisions in...

Karman Space & Defense announced that its Systima facility in Mukilteo, WA received US$5.0 million in Defense Production Act Title III funding from the U.S. Department of War in October 2025 to expand capacity for solid rocket motor nozzle manufacturing. This funding, combined with internal investment, enables Karman to add a dedicated production line and optimized cell for complex SRM nozzles, supporting U.S. efforts to strengthen the munitions industrial base and supply chain...

Why Carlyle Group is on investors’ radar today Carlyle Group (CG) has drawn attention after recent share price moves, with the stock last closing at US$66.12. For investors, that price sits against a backdrop of specific return figures and current fundamentals. See our latest analysis for Carlyle Group. That recent 1-day share price return of 0.85% fits into a stronger run, with a 30-day share price return of 14.43% and a 1-year total shareholder return of 25.09%, suggesting momentum has been...

Earlier this week, Harley-Davidson revealed 13 new models for its 2026 lineup on H-D.com and YouTube, including upgraded Grand American Touring bikes, expanded three-wheel offerings, an expedition-focused Pan America 1250 Limited, Liberty Edition anniversary models, and five limited-production CVO motorcycles that will soon reach global dealerships. This broad refresh shows Harley-Davidson simultaneously targeting luxury touring, adventure riding, three-wheel comfort, and patriotic special...

GH Research PLC recently reported that the U.S. Food and Drug Administration lifted the clinical hold on its GH001 investigational new drug application, allowing U.S. subject enrollment following Phase 2b data in treatment-resistant depression showing a 15.5-point placebo-adjusted MADRS score reduction by Day 8, high remission rates with infrequent dosing, brief psychoactive sessions, and no serious treatment-related adverse events. This combination of rapid symptom relief, minimal treatment...

In recent weeks, Old Dominion Freight Line has attracted a wave of analyst attention, with multiple firms reiterating their views while highlighting the company’s disciplined operations, network investments and strong service in a still-soft freight market. This cluster of analyst updates underscores a growing focus on Old Dominion’s ability to sustain pricing power and shareholder returns despite subdued shipping demand. We’ll now examine how this renewed analyst confidence in Old...

In mid-January 2026, KeyBanc upgraded Materion to Overweight, citing expectations for stronger earnings supported by semiconductor, defense, and clean energy demand alongside margin enhancement initiatives. The upgrade underscores how Materion’s precision clad improvements and focus on higher-value materials could increase its appeal to growth-oriented investors. We’ll now examine how this upgrade, driven by anticipated semiconductor strength, may influence Materion’s existing investment...

On January 7, 2026, One Stop Systems, Inc. announced an approximately US$1.20 million pre-production order from a new U.S. defense prime contractor to design, develop, and deliver ruggedized GPU-accelerated compute and visualization systems for U.S. Army combat vehicles. This order deepens OSS’s role in next-generation Army vision and sensor programs by embedding its TSN- and PCIe-based architectures directly into a prime contractor’s system-level solution across multiple ground vehicle...

M&T Bank Corporation has released its full-year 2025 results, reporting net interest income of US$6,948 million, net income of US$2,851 million, and diluted earnings per share from continuing operations of US$17, alongside higher fourth-quarter net charge-offs of US$185 million. The combination of rising annual profitability and an uptick in credit losses gives investors a clearer view of how M&T Bank is balancing earnings strength with evolving credit risk. Next, we will examine how M&T...

Turning Point Brands (TPB) recently hit an all time high after stronger than expected third quarter results, higher full year guidance, an expanded US$200 million at the market program, and a maintained dividend. This has drawn fresh investor attention. See our latest analysis for Turning Point Brands. Those third quarter results and higher guidance arrived after a strong run, with the share price up 29.98% over 90 days and the 1 year total shareholder return at 109.8%, suggesting momentum...

Earlier in January 2026, Stoke Therapeutics said it had accelerated timelines for completing enrollment in its Phase 3 EMPEROR trial of zorevunersen for Dravet syndrome, aiming for a mid-2027 data readout to support a rolling New Drug Application to the US Food and Drug Administration. The update highlighted both strong global patient identification and ongoing FDA discussions about potential expedited regulatory pathways for a disease area that currently lacks approved disease-modifying...

In recent days, Texas Capital Bancshares reported record Q3 2025 earnings of US$2.18 per share with 12% year-over-year revenue growth, and authorized a new US$200.00 million share repurchase program for 2026. These results highlight the bank’s ability to convert its business initiatives into stronger profitability while returning excess capital directly to shareholders. Next, we’ll examine how the record quarterly earnings beat may influence Texas Capital Bancshares’ investment narrative and...

Medpace Holdings (MEDP) is drawing fresh attention after a strong price move that aligns with its operational metrics, including double digit revenue and net income growth and a high return on equity. See our latest analysis for Medpace Holdings. The recent move to a share price of $618.04 comes after a steady run, with a 30 day share price return of 10.61% and a 90 day gain of 17.04%. The 1 year total shareholder return of 83.49% and 5 year total shareholder return of 332.32% point to strong...

Initial context for OFG Bancorp OFG Bancorp (OFG) is back on investors’ radar after recent share price moves, with the stock closing at $41.92. That puts current performance in focus relative to its recent month and past 3 months returns. See our latest analysis for OFG Bancorp. The recent 1-day share price return of 1.6% follows a relatively steady year, with a year-to-date share price return of 2.2% and a 1-year total shareholder return close to flat. The 3 and 5 year total shareholder...

Recent commentary on Catalyst Pharmaceuticals highlights strong fundamental growth, healthy profitability, and solid financial footing in its rare disease franchise, with chart patterns pointing to a possible technical breakout setup identified prior to today, 16 January 2026. An interesting angle is that this combination of robust operating metrics and a potential technical breakout is drawing fresh investor attention to a company still trading at a relatively low earnings multiple versus...

Why the BAIC BJEV partnership matters for Pony AI (NasdaqGS:PONY) Pony AI (NasdaqGS:PONY) is back in focus after it formally expanded its cooperation with BAIC BJEV to push Level 4 robotaxis toward larger scale production, commercial use, and broader international deployment. The agreement spans vehicle design, supply chain, and fleet operations. It builds on Pony AI’s commercial Alpha T5 Robotaxi services in key Chinese cities and its stated ambition to reach markets such as the Middle East...

Trustmark (TRMK) has drawn fresh investor attention after announcing a partnership between Trustmark Bank and Greenlight Financial Technology, giving customers access to Greenlight's family finance app through the bank's digital channels. See our latest analysis for Trustmark. At a share price of $41.17, Trustmark has seen a 9.76% 90 day share price return and a 21.03% 1 year total shareholder return, which suggests momentum has been firming as investors react to initiatives like the...

NetApp, Inc. recently expanded its Board of Directors to ten members by appointing Paul Fipps, President of Global Customer Operations at ServiceNow, as an independent director, bringing more than 20 years of technology-enabled growth and customer transformation experience. His background in AI-focused digital transformation and customer-centric operations is particularly relevant as NetApp pursues its role as a provider of AI-ready data infrastructure and cloud-based services. We’ll now...

Recent earnings miss and rising questions on profitability ACV Auctions (ACVA) recently reported third quarter results that missed earnings and revenue forecasts, prompting analyst downgrades and new questions about its cost structure and path to sustainable profitability. Investors are weighing these weaker results against concerns over high servicing costs, low gross margins, and limited free cash flow. These factors are increasing pressure on the company to justify continued spending for...

Plexus recently saw increased investor interest after its strong Q4 2025 results, reported in October, topped earnings expectations and were followed by higher guidance for Q1 2026. The reaction has been led by institutions, which now hold more than 94% of the shares, with fresh buying from the State of Alaska's Department of Revenue underscoring growing institutional conviction. We'll now explore how this renewed institutional interest following Plexus's better-than-expected Q4 results may...