U.S. Mortgage REITs Stock News

NasdaqGS:SAIC
NasdaqGS:SAICProfessional Services

Science Applications International (SAIC) Stock Looks Reasonable On Earnings But Weak On Contract Risk

Science Applications International stock has delivered a 50.4% total return over the past five years, yet current valuation checks still lean toward the shares looking inexpensive rather than fully priced in. With the stock recently at US$115.72 and fresh contract wins in hand, investors are weighing how much of that long term performance is already reflected in today’s price. Over the last five years, Science Applications International has returned 50.4%, which points to solid long term...
NYSE:COP
NYSE:COPOil and Gas

ConocoPhillips (COP) Stock Still Looks Undervalued Despite Its Iraq Oilfields Deal

ConocoPhillips stock has delivered a 152.3% total return over the past five years, yet its current valuation checks and recent share price around US$119 still leave investors weighing how much upside is already reflected. A 152.3% return over five years suggests ConocoPhillips has rewarded patient shareholders, which raises the bar for fresh upside from here. The planned acquisition of a 42% stake in BP's Kirkuk oil fields may support long term cash flow potential, while execution and...
NasdaqGM:USAR
NasdaqGM:USARMetals and Mining

USA Rare Earth (USAR) Could Be 99% Expensive After New CFD Launch Raises Visibility

Trending interest in USA Rare Earth (USAR) has picked up after the company appeared among 31 new US Share and ETF CFDs launched on STARTRADER. This has broadened access for traders focused on technology and rare earth exposure. See our latest analysis for USA Rare Earth. Recent attention on USA Rare Earth comes against a mixed trading backdrop, with a 1-day share price return of 12.09% and a 7-day share price return of 3.53%, but a 30-day share price return that fell 26.68% and a 90-day share...
NYSE:DOCN
NYSE:DOCNIT

Does DigitalOcean (DOCN) Convertible Note Raise Deep Questions About Its AI Investment and Margin Strategy?

DigitalOcean Holdings, Inc. recently completed a US$472 million zero-coupon senior convertible note offering, issuing Zero Coupon Rate Notes due 2030 at 100% of principal. This zero-coupon, balance-sheet-focused financing adds substantial capital without immediate interest expense, while introducing potential future equity dilution through conversion. We will now examine how this sizeable zero-coupon convertible issuance could affect DigitalOcean’s AI-led growth narrative and margin...
NYSE:BAX
NYSE:BAXMedical Equipment

Why Baxter (BAX) Is Up 23.4% After Raising 2026 Outlook Despite Weaker First-Half Profitability

Baxter International Inc. recently reported its second-quarter 2026 results, with sales rising to US$2,960 million and net income increasing to US$126 million, alongside a boost to full-year sales and earnings guidance for continuing operations. Despite stronger quarterly performance and upgraded guidance, the company’s net income for the first half of 2026 was US$111 million, lower than the prior year’s US$217 million, highlighting that early-year pressures are still weighing on...
NYSE:EPRT
NYSE:EPRTREITs

Essential Properties Realty Trust (EPRT) Following Equity Offerings And Earnings Still Looks Undervalued

Essential Properties Realty Trust (EPRT) has quickly moved into focus after completing a US$470.1m follow on equity offering and filing for an additional US$750m program, shortly after releasing second quarter 2026 earnings. See our latest analysis for Essential Properties Realty Trust. The follow on equity offerings appear to have cooled short term sentiment, with the share price down 2.3% over the past day and 2.6% over the week. Even so, Essential Properties Realty Trust still shows a 4.0%...
NYSE:HIPO
NYSE:HIPOInsurance

Insider Picks For Growth Companies With High Ownership July 2026

Over the last 7 days, the United States market has remained flat, yet it has seen a robust 17% increase over the past year with earnings forecasted to grow by an impressive 17% annually. In this environment, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those who know the business best.
NYSE:FF
NYSE:FFOil and Gas

July 2026's Hottest Penny Stock Picks

In the last week, the market has stayed flat, but over the past 12 months, it has risen by 17%, with earnings forecasted to grow at a similar rate annually. The term 'penny stocks' might feel like a relic of past market eras, but the potential they represent is as real as ever. Typically referring to smaller or newer companies, these stocks present an underappreciated chance for growth at lower price points when combined with strong balance sheets and solid fundamentals.
NYSE:BVN
NYSE:BVNMetals and Mining

Top Dividend Stocks To Consider In July 2026

Over the last 7 days, the United States market has remained flat, yet it has experienced a notable rise of 17% over the past year. In this environment of anticipated earnings growth, identifying dividend stocks with strong fundamentals and consistent payout histories can be an effective strategy for investors seeking to capitalize on both income and potential appreciation.
NasdaqGS:ALAB
NasdaqGS:ALABSemiconductor

Astera Labs (ALAB) Faces An Earnings Test On A Pricey AI Growth Narrative

Astera Labs (ALAB) is back in focus after a period of rapid revenue and earnings growth, solid profitability, and a strong balance sheet. However, its cooler share price, along with upcoming earnings and sector sentiment, is weighing on investor confidence. See our latest analysis for Astera Labs. Astera Labs has seen its short term momentum cool, with a 7 day share price return of down 8.34% and a 30 day share price return of down 37.95%. At the same time, the 90 day share price return of...
NasdaqGS:OPK
NasdaqGS:OPKHealthcare

OPKO Health (OPK) Is Up 14.1% After Narrower Q2 Loss and New 2026 Revenue Guidance – Has The Bull Case Changed?

In late July 2026, OPKO Health, Inc. reported its second-quarter results, with revenue of US$163.58 million and a sharply reduced net loss of US$8.42 million, and issued new guidance calling for total revenue of US$131 million to US$142 million for the third quarter and US$560 million to US$585 million for full-year 2026. While revenue for the first half of 2026 eased to US$287.78 million from US$306.76 million a year earlier, the company’s net loss contracted significantly over both the...
NYSE:AVY
NYSE:AVYPackaging

Avery Dennison (AVY) Is Up 12.6% After Q2 Beat, Guidance Hike And Capital Returns – Has The Bull Case Changed?

Avery Dennison recently reported second-quarter 2026 results that exceeded analyst expectations, raised its full-year 2026 earnings guidance to reported EPS of US$9.40–US$9.70 with 5%–6% reported sales growth, completed US$482.59 million of share repurchases since April 2025, and affirmed a quarterly dividend of US$1.0000 per share payable on September 16, 2026. Beneath the headline beat, management highlighted accelerated organic growth in the Materials Group and around 10% sales growth in...
NYSE:WTRG
NYSE:WTRGWater Utilities

Essential Utilities (WTRG) Could Be 2% Undervalued As Dividend Rises Again

Essential Utilities (WTRG) attracted investor attention after its board approved a 5.25% increase in the quarterly cash dividend to $0.3606 per share, payable on September 1, 2026, for shareholders of record on August 11. See our latest analysis for Essential Utilities. At a share price of $40.35, Essential Utilities has posted a 30 day share price return of 5.33%, while its 1 year total shareholder return of 13.65% contrasts with a 5 year total shareholder return that is down 8.22%. Recent...
NYSE:NFG
NYSE:NFGGas Utilities

How Investors Are Reacting To National Fuel Gas (NFG) Q3 Earnings Beat And 2026 Output Guidance

National Fuel Gas Company recently reported third-quarter 2026 results, with revenue of US$537.5 million and net income of US$138.62 million, alongside basic earnings per share from continuing operations of US$1.46, compared with US$1.66 a year earlier. The company also issued 2026 production guidance of 420–430 Bcf, giving investors clearer visibility into expected output alongside its stronger-than-expected quarterly earnings per share versus consensus estimates. We’ll now examine how this...
NasdaqGS:XRX
NasdaqGS:XRXTech

Xerox Holdings (XRX) Lifts 2026 Guidance, Is The Stock Still Cheap?

Xerox Holdings (XRX) is back in focus after lifting its full year 2026 revenue and earnings guidance and posting second quarter results that showed a return to profitability compared with last year. See our latest analysis for Xerox Holdings. The corporate guidance upgrade and second quarter earnings on 30 July 2026 came alongside a sharp shift in sentiment. Xerox Holdings posted a 1-day share price return of 32.2% and a year to date share price return of 41.9%. However, the 1 year total...
NYSE:HNGE
NYSE:HNGEHealthcare

Hinge Health (HNGE) Could Be 17% Below Fair Value On Raised Guidance

Investor day highlights put Hinge Health in focus Hinge Health (HNGE) has come into focus after Meridian Small Cap Growth Fund highlighted the company, pointing to a strong quarter, raised full year guidance, and new long term growth and margin targets from its inaugural investor day. See our latest analysis for Hinge Health. Hinge Health’s recent investor day and raised guidance have come alongside a sharp shift in sentiment, with a 90 day share price return of 65.33% and a 1 year total...
NasdaqGS:AXTI
NasdaqGS:AXTISemiconductor

AXT (AXTI) Lands Long Term Lumentum Supply Deal For Indium Phosphide Substrates

AXT, Inc. (NasdaqGS:AXTI) has entered a long term supplier agreement with Lumentum Operations for indium phosphide wafer substrates. Under the agreement, AXT has multi year supply commitments and capacity reservations. Lumentum is providing significant initial and follow on deposits as part of the arrangement. AXT enters this agreement with Lumentum while its stock trades at $46.94. The share price is up very sharply over the past year and has also recorded a very large gain over the past...
NYSE:CNO
NYSE:CNOInsurance

CNO Financial Group (CNO) Could Be 23% Undervalued After Its Raised 2026 Outlook

CNO Financial Group (CNO) raised its 2026 operating EPS guidance by 8% at the midpoint after Q2 results that topped expectations, supported by 45% operating EPS growth and 7% higher new annualized premiums. See our latest analysis for CNO Financial Group. CNO Financial Group's recent guidance upgrade and buyback activity sit alongside strong share price momentum, with a 90 day share price return of 19.85% and a 1 year total shareholder return of 47.60%, suggesting investors are reassessing...
NasdaqGM:TATT
NasdaqGM:TATTAerospace & Defense

3 Aircraft Safety Stocks Retail Investors May Be Missing Right Now

When a British Airways flight issues a mayday call because of data system failures and stall warnings, attention quickly shifts to the companies behind the aircraft safety and technology that aim to reduce these kinds of risks. This incident near Heathrow, now under investigation by UK and French authorities, puts a spotlight on Airbus and wider aircraft safety providers. For investors, it raises questions about where potential opportunities or areas of caution could sit within this theme...
NasdaqGM:SOUN
NasdaqGM:SOUNSoftware

SoundHound AI (SOUN) On MUSC Health Expansion Has Its Valuation Back In Focus

SoundHound AI (SOUN) is back in focus after MUSC Health expanded “Emily,” its agentic AI voice assistant, to cover retail and specialty pharmacy operations within the Epic integrated health system. See our latest analysis for SoundHound AI. The MUSC Health expansion comes during a weak patch for SoundHound AI’s share price, with the stock down 8.08% on a 1 month share price return and 42.08% year to date. It still shows a very large 3 year total shareholder return of 192.38%, which indicates...
NYSE:LH
NYSE:LHHealthcare

Labcorp (LH) Stock Looks Cheap On Cash Flow While Earnings Look Full

Labcorp Holdings stock has delivered a 52.0% return over the past three years, yet the valuation checks send mixed signals, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the shares trade at a 44.1% discount while earnings based multiples screen as expensive. Over the last three years, Labcorp Holdings has returned 52.0%, which puts extra focus on whether the current price leaves enough room for further upside. The launch of the Marker by Labcorp Genetic Health Panel...
NasdaqCM:HYMC
NasdaqCM:HYMCMetals and Mining

Is Hycroft Mining Holding (HYMC) Fully Valued As Wider Losses Pressure The Stock?

Hycroft Mining Holding (HYMC) is back in focus after reporting second quarter and first half 2026 results, with wider net losses that may help explain recent pressure on the stock. See our latest analysis for Hycroft Mining Holding. The earnings update appears to have added pressure to recent performance, with Hycroft Mining Holding’s share price down 14.23% over 30 days and 48.18% over 90 days, even after a very large 1 year total shareholder return. If you are weighing Hycroft’s recent...
NasdaqGS:NVDA
NasdaqGS:NVDASemiconductor

NVIDIA (NVDA) Expands AI Infrastructure Deals, Is The Upside Already Priced In?

NVIDIA (NVDA) is back in focus after a string of AI infrastructure deals and product launches, ranging from Hut 8 data center capacity in Texas to the Vera Rubin CPU platform and new AI security partnerships. See our latest analysis for NVIDIA. NVIDIA’s latest AI factory deals and Vera Rubin launches come after a choppy few weeks, with the stock down over the past month on a 30 day share price return of 2.52% and a 90 day share price return of 1.72%, yet still showing a year to date share...