U.S. Mortgage REITs Stock News

Waystar Holding stock just absorbed a 14.6% hit in a single session, even though the earnings story centered on expanding profitability rather than a crack in the business model. Coming into the print, shares had been roughly flat over three months. This framed today’s selloff as a sharp reset, not the end of a long slide. The headline from the quarter was margin power. Adjusted EBITDA reached US$137m on US$320m of revenue, with a 43% margin that sat ahead of expectations and in line with...

Arm Holdings just added $16.65 a share in a single session, a 7.4% jump that stands out against a stock that was down about 31.9% over the past month. The spark was a Q1 FY2027 print that leaned into what matters most for this story right now: profit quality. Revenue came in at US$1.29b with net income of US$270m, and management held non GAAP operating margin near the low 40% range. For a stock already debated on valuation, a cash rich, high margin quarter is what moved the needle. Love the...

Carvana just gave investors a sentiment whiplash. The stock closed at US$66.32 before the earnings release and then fell about 7% to US$61.44, even as the company reported record quarterly revenue of US$7.376b and a trailing net profit margin of 6.3%. The market is cooling on the story at the very moment the financials show the used car retailer solidly in the black. The real fault line is valuation. Carvana trades on a P/E of 28.2x against a peer group closer to 20x, while the share price...

Check Point Software Technologies recently launched its Check Point AI Network Firewall within software release R82.20, integrating AI-specific security and governance directly into existing firewalls as part of its broader AI Defense Plane across networks, endpoints, cloud, applications, and APIs. This move positions Check Point to address growing enterprise concerns about unmanaged AI usage and prompt-borne threats without requiring customers to deploy new infrastructure or redesign their...

Moelis stock jumped about 4.8% to US$68.35 into the close, which indicates that investors liked what they saw. The real story is not a one day pop. It is that Moelis just reported record Q2 2026 revenue of about US$409 million with an adjusted pretax margin near 18.6% in a fee based advisory business where margins drive sentiment. The move in the share price aligns closely with that margin story. The compensation ratio stepped down to roughly 65.8%, which signals to the market that Moelis is...

Old Dominion Freight Line stock gave up 4.6% today, even though the latest quarter delivered exactly what long term holders usually want from a less than truckload carrier. Revenue reached US$1.55b while basic earnings per share came in at US$1.69, matching the company’s record. The real story sat in profitability, with management reporting an operating ratio of 70.1%, which is very lean for this industry. Short term traders focused on the price drop. Long term investors are more likely to...

Vertiv Holdings came into this print looking tired, with the stock down over 30% in the last three months, yet the market snapped back on the release, pushing the shares up about 2% on the day. The move reflects how hard it is to square a weak recent chart with the strength of the latest earnings story. Vertiv just posted around US$3.27b of Q2 revenue and roughly US$1.29 of basic earnings per share, while trailing P/E sits near 50.5x. For a premium priced data center infrastructure stock,...

Teladoc Health just gave shareholders a brutal reminder that cheap can always get cheaper. The stock closed at US$9.18 before the report and is now marked around US$6.58, a slide of more than 28% that wipes out the recent 7 day and 30 day bounce attempts. Yet the headline from the quarter is not a collapse in the core virtual care engine. The story is a pressure point in BetterHelp, where falling cash pay revenue and a thin margin are colliding with a long term bet on insurance based...

SPS Commerce, Inc. has reported its second-quarter 2026 results, with sales rising to US$197.82 million from US$187.40 million a year earlier, while net income fell to US$6.86 million from US$19.73 million and diluted EPS from continuing operations decreased to US$0.19 from US$0.52. Over the first half of 2026, the company grew sales to US$389.94 million from US$368.95 million, yet net income and EPS from continuing operations declined, highlighting pressure on profitability despite higher...

The market barely flinched on ArcBest’s Q2 release. The stock inched up about 0.4% despite a headline that, on paper, looks far more dramatic than that move suggests. ArcBest posted a Q2 net loss and negative basic earnings per share while still delivering higher revenue and stronger non GAAP operating income. This is a margin story more than a growth story. Freight investors are weighing a reported loss that reflects heavy restructuring and impairment charges against an improving operating...

The market barely flinched on Humana’s earnings, with the stock up just 0.3% around US$366. That muted move sits against a report defined by margin repair rather than headline growth. Quarterly basic earnings per share of US$5.78 and net income of US$694m came alongside a clear message. Management is leaning hard into restoring Medicare Advantage profitability after a year of thinner margins and a large one off loss in the trailing period. For investors, the real story is whether this slow...

United Natural Foods recently reported that its natural product sales grew more than 4% in fiscal 2026, while it rolled out new digital tools, refreshed private-label offerings, and continued heavy investment in modernizing its supply-chain operations. This combination of category growth and technology-driven efficiency initiatives underscores how UNFI is trying to reinforce its role as a key distributor for health-focused retailers and brands. Next, we’ll examine how UNFI’s renewed push...

In the past quarter, Lincoln Electric Holdings, Inc. reported second-quarter 2026 sales of US$1,219.66 million and net income of US$158.52 million, with diluted earnings per share from continuing operations of US$2.88, and affirmed a quarterly dividend of US$0.79 per share payable on October 15, 2026. Beyond the headline growth, Lincoln Electric’s ability to expand earnings while keeping operating margins stable suggests cost discipline is supporting its higher revenue base. We’ll now...

Watsco came into this earnings print with the stock drifting lower for months and another 2.9% slide today, despite posting one of its seasonally strongest quarters. The market is leaning away from the long term HVAC distribution story just as the company reported US$2.1b in Q2 revenue and US$4.28 in basic earnings per share. The headline is not growth at any cost. Investors are focusing on margins. Gross margin landed at 27.5% and trailing net margin sits at 6.1%, both a step down from a...

New Oriental Education & Technology Group saw its stock slip 3.4% to US$56.58, even though the headline number pointed in the opposite emotional direction for many investors. Revenue in the latest quarter reached US$1,529.5m and non GAAP operating income came in at US$110m, which management framed as part of a broader profitability push. The tension today sits squarely between a premium P/E of 18.9x and a business still delivering earnings growth and higher net profit margins. The price fall...

Eastman Chemical Company has reported its second-quarter 2026 results, with sales of US$2,513 million and net income of US$183 million, both higher than the same period a year earlier. While quarterly earnings per share increased year over year, the six-month figures show lower net income and EPS compared with the prior-year period, highlighting a mixed profitability trend beneath the headline growth. We’ll now examine how this mix of higher quarterly sales and income but softer year-to-date...

The market barely blinked at Potomac Bancshares after earnings, with the stock flat at US$24.97, even though the headline story is a profitability step up, not a status quo quarter. The key tension for you as an investor is simple. A community bank often tagged as a quiet value play just reported stronger earnings power while the share price stood still. The most notable element in this report is margin and profit quality. Basic EPS for Q2 2026 came in at US$0.80 and net income reached...

BigBear.ai Holdings earnings and guidance at a glance BigBear.ai Holdings (BBAI) drew attention after reporting second quarter 2026 results, with sales of US$36.75 million and a net loss of US$25.75 million. The company also reaffirmed its full year 2026 revenue guidance. For the first six months of 2026, BigBear.ai Holdings reported sales of US$71.18 million and a net loss of US$82.51 million. Loss per share from continuing operations was US$0.17 on both a basic and diluted basis for the...

In late July 2026, Ford Motor Company reported second-quarter revenue of US$48,296 million and a net loss of US$1,327 million, while still affirming a US$0.15 per-share dividend and outlining a new Europe-focused manufacturing joint venture with Geely at its Valencia, Spain plant. Despite the quarterly loss driven largely by a special-item charge, Ford raised its full-year adjusted earnings and free cash flow guidance, signaling management confidence in cost savings, product mix...

In recent weeks, Cynosure Partners and Hamilton Lane closed a single-asset continuation vehicle in which Hamilton Lane committed a US$270 million minority stake to Savant Wealth Management, providing liquidity to early Savant partners while keeping existing minority holders, including Kelso & Company and Savant employees, in place. The deal underlines Hamilton Lane’s push deeper into the wealth management ecosystem, highlighting its appetite for complex continuation structures at the same...

Lincoln Financial Group (NYSE:LNC) has entered a reinsurance agreement with Talcott Financial Group covering a large portion of its guaranteed universal life portfolio. The deal transfers US$5.8b of in force guaranteed universal life reserves, which represents about 37% of Lincoln Financial's remaining GUL block. The transaction is intended to reduce exposure to capital intensive legacy policies and adjust future subsidiary cash remittances. For investors following Lincoln Financial, this...

Enterprise Products Partners has delivered a 146.4% total return over the past five years, yet the latest valuation checks send a more measured signal about how much upside might still be left in the current price of US$38.12. A 146.4% return over five years points to a stock that has already rewarded patient holders, which raises the bar for any new valuation upside. Future cash flow resilience from its midstream infrastructure can support current pricing, while any sustained pressure on...

In July 2026, Celcuity announced that its drug REVTORPYK (gedatolisib) received FDA approval and NCCN Category 1 preferred guideline status for use with fulvestrant, with or without palbociclib, in adults with HR+/HER2- locally advanced or metastatic breast cancer without a PIK3CA mutation after progression on endocrine therapy. A key differentiator is that REVTORPYK is the only FDA-approved therapy targeting all class I PI3K isoforms and both mTORC1 and mTORC2 complexes, supported by...

Netflix (NasdaqGS:NFLX) has secured global streaming rights to The Walking Dead Universe in a multi-year licensing deal with AMC Global Media. The agreement covers the core series and six spin offs, with availability in markets such as the UK, Italy, Australia, and New Zealand starting in 2027. The deal is described as one of the largest recent streaming content agreements, with co exclusive rights across international territories. Netflix is a global streaming company that relies on a deep...