U.S. Mortgage REITs Stock News

In recent days, Advanced Micro Devices used its Advancing AI 2026 event to launch the Helios rack‑scale AI platform, next‑generation Instinct MI455X accelerators and 6th Gen EPYC “Venice” CPUs, while securing multi‑gigawatt AI infrastructure partnerships and an up to US$5.00 billion equity and hardware deal with Anthropic. Together with expanded collaborations across cloud providers, software partners and robotics players, these moves push AMD from a component supplier toward a full‑stack AI...

Talen Energy recently reported quarterly results showing higher revenue and a move from a GAAP net loss to a net profit compared with the prior year, while Morgan Stanley and Wells Fargo reiterated positive analyst ratings and Jefferies maintained a neutral stance. This combination of improving profitability and generally supportive analyst views raises questions about how durable Talen’s earnings profile could be within wholesale power markets. We’ll now examine how Talen’s shift to net...

Recent commentary around EMCOR Group (EME) has centered on its Q1 2026 results, which included US$4.63b in revenue, 19.7% year over year growth and 16.8% organic growth, along with increased attention on data center projects. See our latest analysis for EMCOR Group. EMCOR Group’s share price has pulled back recently, with the stock down 12.1% over the past month and 14.4% over the past three months. This comes even as the year to date share price return is 16.6% and the 5 year total...

Vertiv Holdings Co has become a focal point for valuation debates, with a very large 3 year share price gain set against a low overall value score, while the Discounted Cash Flow (DCF) intrinsic value estimate still points to the stock trading below that modeled fair value. Vertiv's very large 3 year return suggests investors have already priced in a substantial shift in the company's prospects. Recent moves to expand liquid cooling and AI ready data center infrastructure, alongside...

In the past week, GE Vernova reported second-quarter 2026 results showing revenue of US$11,104 million and net income of US$668 million, with basic earnings per share from continuing operations of US$2.49. Alongside this, the company highlighted a very large US$176 billion backlog and raised full-year revenue guidance, underscoring strong demand tied to AI-driven power and grid modernization. We’ll now examine how this expanding backlog tied to AI power demand could influence GE Vernova’s...

Dauch (DCH) recently changed its corporate name from American Axle & Manufacturing Holdings, Inc., a shift that puts fresh attention on how the stock’s recent share performance lines up with the company’s current fundamentals and business mix. See our latest analysis for Dauch. Since the rebrand, Dauch’s share price has slipped 7.7% over the past 90 days and is down 15.6% year to date. However, the 1 year total shareholder return of 11.2% suggests longer term holders have seen some recovery,...

Meta Platforms stock has pulled back over the past year even as valuation analysis currently points to the shares trading below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and on earnings multiples. Over the past 3 years, Meta Platforms has returned 84.5%, which sets a high bar for future returns and makes the current valuation especially important to scrutinize. Heavy spending on AI data centers and the potential to rent out compute capacity can support long...

Earlier this month, Celldex Therapeutics reported Phase 2 topline results in prurigo nodularis and separately announced that long-serving Chief Financial Officer Sam Martin plans to retire around March 31, 2027, after supporting a transition to a new finance leader. The combination of clinically relevant data in a difficult-to-treat skin condition and an orderly finance leadership transition gives investors fresh information on both Celldex’s pipeline progress and its organizational...

Allegion plc recently reported its second-quarter 2026 results, with sales rising to US$1,151.5 million and net income reaching US$184.6 million, while also lifting its full-year revenue and earnings guidance on the back of strong organic growth and margin expansion in the Americas. A key takeaway is Allegion’s continued focus on capital deployment, completing a US$1.18 billion share repurchase program that retired more than one-tenth of its shares since 2020. We’ll now examine how...

Northrop Grumman (NOC) is back in focus after reporting better-than-expected quarterly earnings and revenue, prompting higher full year sales guidance supported by strong contract awards, record backlog and solid operational execution. See our latest analysis for Northrop Grumman. At a share price of $542.24, Northrop Grumman has recently seen momentum pick up, with a 7.8% 1 month share price return and a 3 year total shareholder return of 26.74%, showing a stronger longer term record despite...

In recent days, Louisiana-Pacific Corporation (LPX) has drawn heightened attention on Zacks.com as one of its most searched stocks, coinciding with consensus expectations for current-quarter earnings of US$0.61 per share, a 38.4% decline from the same period last year. This combination of increased investor focus, reduced earnings expectations, and a Zacks Rank #4 (Sell) has sharpened concerns about Louisiana-Pacific’s near-term performance against the broader market. Next, we’ll examine how...

ASML Holding’s share price has surged over the past three years, yet the stock now appears only about fairly valued on market multiples and earns a low overall value score. This raises the question of how much upside is already reflected in today’s price. ASML Holding has returned about 150% over the past three years, which means new buyers today are stepping into a stock that has already delivered strong gains over a relatively short period. Progress with High NA EUV tools at customers such...

Mettler-Toledo International (MTD) is in focus as the company is expected to report higher year over year earnings on increased revenues for the June 2026 quarter, drawing attention to how the stock reflects these expectations in its price. See our latest analysis for Mettler-Toledo International. Mettler-Toledo International’s recent share price moves show a mixed picture, with a 10.31% 1 month share price return and a 3.49% 3 month share price return contrasting with a year to date share...

PVH (PVH) is back in focus after its latest quarterly report, where revenue and EPS guidance came in above analyst estimates, yet the stock weakened as investors appeared to want even more. See our latest analysis for PVH. PVH's share price has been volatile, with a 10.59% 1 month share price return and an 18.56% year to date share price return, but a 14.13% decline over 3 months. The 5 year total shareholder return of 22.48% shows how longer term holders have faced a tougher run, even as...

Tennant stock sits between a sharp intrinsic value signal and a more cautious market view, with a Discounted Cash Flow (DCF) estimate indicating substantial upside while traditional valuation checks suggest the shares are not a clear bargain. That tension follows a 5-year total return that has been positive, alongside fresh scrutiny after recent ERP-related disruptions and legal investigations. Over the past 5 years, Tennant has delivered a 19.1% total return, which gives investors a...

In the second quarter of 2026, Preferred Bank reported net interest income of US$69.99 million and net income of US$33.54 million, with both basic and diluted earnings per share from continuing operations increasing compared with a year earlier. Alongside this earnings growth, the bank materially improved its credit profile by cutting non-performing loans by US$70 million and criticized loans by US$90 million, while signaling some pressure ahead on net interest margins. Next, we’ll examine...

Dycom Industries (DY) is back in focus after UBS Securities highlighted the company as a likely beneficiary of work tied to the emerging data center fiber interconnections market, bringing fresh attention to the stock. See our latest analysis for Dycom Industries. At a share price of $429.81, Dycom Industries has seen mixed near term momentum, with the share price return rising 5.6% over the past week but declining 11.1% over the past month. Its 62.4% 1 year total shareholder return and very...

United Parcel Service (UPS) is back in focus as investors watch for its upcoming quarterly earnings report, where analysts are looking for modest growth in both earnings and revenue. See our latest analysis for United Parcel Service. At a share price of $114.79, United Parcel Service has posted a 1 month share price return of 8.15% and a year to date share price return of 13.63%. Its 1 year total shareholder return of 18.47% contrasts with weaker 3 and 5 year total shareholder returns,...

Starwood Property Trust (STWD) is in focus after completing a $500 million senior notes offering dedicated to green and social projects, alongside acquiring over 1.37 million square feet of long term industrial net lease assets. See our latest analysis for Starwood Property Trust. At a share price of $16.52, Starwood Property Trust has seen its 90 day share price return decline 9.28%, while the 1 year total shareholder return is down 7.72%. However, the 3 and 5 year total shareholder returns...

EchoStar stock has delivered a very large 3 year gain, yet the current checks send a split message. The Discounted Cash Flow (DCF) intrinsic value estimate points to meaningful upside, while the market multiple view leans expensive. EchoStar has returned roughly 3.6x over the past 3 years, which puts extra focus on whether recent price levels still leave room for long term value. Expectations around execution of EchoStar's satellite and 5G plans may support the intrinsic value case, while...

In recent days, heightened official warnings about Russian state-sponsored cyber threats have drawn fresh attention to Qualys’ cloud-based IT, security, and compliance platform across sectors such as government, healthcare, and technology. This renewed focus on cybersecurity underscores how Qualys’ unified cloud apps and TotalCloud protection offerings may become more central to organizations’ security spending decisions. We’ll now examine how this increased cybersecurity attention, driven...

Earlier in 2026, e.l.f. Beauty completed its acquisition of Rhode and accelerated the brand’s international rollout across Sephora and online channels, while also launching new hair care products in retailers like Target and via TikTok Shop. By expanding Rhode globally and entering hair care, e.l.f. Beauty is reshaping its portfolio beyond core cosmetics and skincare, aiming to reach more consumers across geographies, categories, and digital platforms. We’ll now examine how Rhode’s...

Amazon.com stock has delivered a strong 75.6% return over the past three years, yet recent weakness and a high overall value score suggest the market may still be pricing it below what many fundamental checks imply. Over the last three years, a 75.6% return highlights how strongly Amazon.com has rewarded investors who stayed invested over a longer window. Expectations around Amazon Web Services and broader AI related spending can support earnings power, while ongoing regulatory and legal...

Earlier this month, CleanSpark, Inc. announced a 20-year triple net infrastructure lease with a high-investment grade global technology company at its Sandersville, Georgia campus, expected to generate about US$6.60 billion in contracted revenue, with two five-year extension options and strict construction and financing milestones. The deal marks a shift for CleanSpark toward hosting AI and high-performance computing workloads, backed by an exclusivity arrangement covering its entire...