U.S. Mortgage REITs Stock News

Scorpio Tankers stock added 3.1% today, a calm move for a quarter that radically reset expectations. The company just reported what management called the best quarter in its history, with adjusted net income of US$243.7 million and International Financial Reporting Standards net income of US$388 million helped by vessel sale gains. The real surprise for a shipping stock that has often traded on balance sheet worries is the new net cash position of about US$1.3 billion. That is what the market...

MYR Group (MYRG) is back in focus after its second quarter 2026 report and conference call, where management highlighted record backlog, recent acquisitions, and ongoing capacity to fund growth, deals, and share repurchases. See our latest analysis for MYR Group. At a latest share price of $333.22, MYR Group’s year to date share price return of 46.97% sits alongside a 1 year total shareholder return of 77.77%. However, the 30 day share price return has fallen 28.05% as investors digest record...

Expro (XPRO) has updated investors with new earnings guidance, setting third quarter revenue expectations between $435 million and $455 million and lifting its full year 2026 revenue outlook to a range of $1,650 million to $1,700 million. See our latest analysis for Expro. Expro's latest guidance and recent corporate actions, including the Enhanced Drilling acquisition, share repurchases and redomiciliation, come as the stock trades at $15.95 with a year to date share price return of 16.94%...

SoFi Technologies (SOFI) is back in focus after its second quarter earnings, where strong revenue, rising member numbers, and a higher full year sales outlook met with a cautious market reaction. See our latest analysis for SoFi Technologies. SoFi Technologies’ recent Q2 earnings beat and higher full year revenue outlook came against a weak share price backdrop, with the stock down 40.6% on a year to date share price return while the 3 year total shareholder return is still 71.68%. If SoFi’s...

Ichor Holdings (ICHR) has drawn investor attention after recent share price swings, with the stock last closing at US$75.27. The move comes against a backdrop of mixed short term returns but strong multi year gains. See our latest analysis for Ichor Holdings. The recent pullback, with a 7 day share price return of down 13.03% and a 30 day share price return of down 32.66%, contrasts with a much stronger year to date share price return of 268.79% and a 1 year total shareholder return of...

Lennar stock has fallen sharply over the past year, yet current market multiples still screen the shares as undervalued, which leaves investors weighing a weak recent share price against a more positive valuation read. With a mixed overall value score, the stock does not sit cleanly in either the obvious bargain or clearly expensive camp. Lennar has declined 27.6% over the past year, which means sentiment has been weak even as the business continues to be priced as relatively cheap on some...

In the past quarter, CVR Partners, LP reported Q2 2026 sales of US$202.19 million and net income of US$77.5 million, alongside a declared cash distribution of US$6.08 per common unit and new ammonia utilization guidance of 75% to 80% for Q3 2026. The partnership’s 99% ammonia plant utilization, modestly higher production volumes, and Coffeyville feedstock shift toward natural gas, combined with an East Dubuque expansion, highlight both strong current operations and efforts to enhance future...

Hexcel earnings, dividend and new guidance come into focus Hexcel (HXL) just reported second quarter 2026 results, raised its full year sales outlook and affirmed a regular quarterly dividend, giving investors fresh information to assess both income and growth potential. See our latest analysis for Hexcel. Hexcel's earnings beat, higher 2026 sales guidance and the latest quarterly dividend sit against a share price of $102.95, with a 30 day share price return of 4.95% and a 1 year total...

Advanced Energy Industries (AEIS) is back on trader radars after the December 18, 2026, $90 call option showed some of the highest implied volatility in the equity options market today. See our latest analysis for Advanced Energy Industries. The options activity comes after a choppy few months for Advanced Energy Industries, with the share price up 30.42% year to date but down 25.58% over 90 days. At the same time, the 1 year total shareholder return of 114.44% and 5 year total shareholder...

Strong U.S. growth, rising incomes and a steady stream of new businesses are giving small and mid caps plenty of attention, even as tariffs, higher inflation and geopolitical risks keep investors on edge. That mix of support and stress can matter more for smaller companies, which tend to be closer to the domestic economy. This article looks at three US Small and Mid Cap Growth Stocks from our screener that appear especially exposed to these trends. You will see how each stock might benefit...

Vornado Realty Trust stock has produced a strong 82.1% return over the past three years, while both an intrinsic value estimate using a Discounted Cash Flow (DCF) approach and market multiples currently indicate the shares trade at a discount to that calculated value. Over the last three years, Vornado Realty Trust has returned 82.1%, which puts extra focus on whether that gain is fully backed by underlying cash flow potential. The recent move to buy a 49% stake in Manhattan's historic CBS...

Olin stock is absorbing a bruising reset. Shares slumped about 16% to US$18.51 after the Q2 release, capping a tough three month stretch for investors already sitting on a roughly 35% decline over the past quarter. The market is treating this as a verdict on profitability, not on volume or pricing. The headline this quarter is the earnings repair story colliding with patience fatigue. Olin still reported a loss, with basic earnings per share at about US$0.12 in the red and net income...

In late July 2026, Alkermes plc reported second-quarter 2026 results showing revenue of US$496.01 million versus US$390.66 million a year earlier, while net income fell sharply to US$0.501 million from US$87.1 million, alongside an update that no shares were repurchased in the quarter under its completed US$227.99 million buyback program. On the same day, Alkermes filed a US$311.11 million shelf registration for 5,900,000 ordinary shares linked to its employee share plans, highlighting a...

Alvotech recently reported that the FDA has closed its May 2026 inspection of the Reykjavik manufacturing facility with a Voluntary Action Indicated classification, confirming that the company’s corrective actions have addressed earlier observations and allowing it to keep advancing multiple Biologics License Applications in the US. This resolution, alongside the resubmission or acceptance of BLAs for biosimilars to Simponi, Eylea and Entyvio, strengthens the company’s regulatory footing in...

The recent rescue of Situational Awareness’s $16b AI focused portfolio by Citadel has taken a key source of forced selling off the table and has refocused attention on individual stock stories rather than panic around leverage. For investors tracking artificial intelligence and semiconductor related opportunities, that shift in sentiment can matter as much as any earnings release. This article looks at three stocks from our AI and Semiconductor Stocks screener that are closely tied to this...

Yum! Brands came into this earnings print with the stock roughly flat over the past week and slightly down over the past month, yet the immediate reaction was a drop of about 2% to around US$153. That move sits awkwardly against a quarter that produced US$2.2b in revenue and US$853m in net income, with basic earnings per share at US$3.10. The real story is profit quality. Trailing 12 month earnings and margins look stronger, even as investors weigh concerns around future earnings pressure and...

FMC Corporation reported past second-quarter 2026 results with sales falling to US$867.1 million from US$1,050.5 million and swinging from a US$66.7 million profit to a US$186.6 million net loss, while also issuing softer full-year 2026 revenue guidance of US$3.50 billion to US$3.70 billion. Despite the weaker performance and outlook, FMC kept its regular quarterly dividend at US$0.08 per share and highlighted stronger adjusted EBITDA and ongoing cost and portfolio actions aimed at improving...

S&P Global stock is down about 19.6% year to date, yet the current checks suggest the share price is roughly in line with the intrinsic value estimate, while earnings-based multiples lean on the expensive side. The near 19.6% year-to-date share price decline raises the question of whether recent weakness has simply brought S&P Global back to fair value rather than creating a clear bargain. Recent product and data expansions in areas like African credit ratings and AI powered analytics can...

Tenzai’s update to its autonomous AI hacker, which can now push web application firewall mitigations through platforms like Akamai Technologies (AKAM), has drawn fresh attention to how the stock reflects the company’s role in automated cybersecurity. See our latest analysis for Akamai Technologies. At a share price of US$115.18, Akamai Technologies has paired the Tenzai announcement with a 90 day share price return of 10.89% and a year to date share price return of 35.35%. Its 1 year total...

Kroger stock has delivered a solid 53.8% gain over the past 5 years, yet recent weakness over the last year means investors are now weighing that longer term performance against a valuation picture that looks about right rather than clearly cheap or clearly expensive. Over 5 years, Kroger has returned 53.8%, which suggests the stock has rewarded investors who stayed invested over a longer horizon. Future revenue growth and cash flow consistency can support the current pricing. However, any...

HA Sustainable Infrastructure Capital, Inc. recently entered into a new US$2.25 billion, 5‑year unsecured revolving credit facility and a US$400 million, 3‑year senior unsecured term loan, both featuring CarbonCount-based sustainability-linked pricing and replacing smaller prior facilities. This refinancing not only extends debt maturities and modestly lowers interest margins, but also directly ties borrowing costs to the company’s measured carbon impact, underscoring an integrated approach...

Xcel Energy came into this earnings print with a stock that has drifted lower over the past three months and now sits almost flat on the day, down just 0.04% at US$78.20. That muted reaction sits against an earnings story built around profit resilience. Quarterly basic earnings per share of US$0.94 and net income of US$586 million point to a utility that is still converting regulated revenue into solid bottom line results. The real tension for investors is valuation. Xcel Energy trades on a...

MaxLinear, Inc. recently announced it would showcase its Panther Storage Accelerator platform at the Future of Memory and Storage 2026 conference in Santa Clara, highlighting hardware-accelerated compression, encryption, and data movement features designed to boost AI and storage infrastructure efficiency. The Panther platform’s ability to increase effective storage capacity and support more AI agents without adding GPUs or CPUs underscores MaxLinear’s focus on alleviating AI memory and...

In late July 2026, Sonos, Inc. reported third‑quarter results showing higher sales and a move from a net loss to US$29.85 million in net income, announced CFO Saori Casey’s planned retirement, continued its share repurchase program, and added long-term investor Chris Shackelton to its board. Together, improving profitability, active buybacks totaling US$115.32 million, and leadership changes raise fresh questions about how Sonos will balance cost pressures, capital allocation, and its next...