U.S. Mortgage REITs Stock News

NYSE:DOLE
NYSE:DOLEFood

Dole Filing Shift Brings U.S. Style Reporting And Valuation Focus

Dole plc announced it will begin filing using U.S. domestic issuer forms while keeping its foreign private issuer status. The company plans to transition its filings going forward to align more closely with U.S. reporting practices. This change is intended to increase comparability with U.S. public companies and may affect index eligibility. Dole (NYSE:DOLE) is making a reporting shift that could matter if you follow U.S. equities closely. By choosing domestic issuer forms while retaining...
NasdaqGS:TRMB
NasdaqGS:TRMBSoftware

Trimble (TRMB) Valuation Check After Q3 Beat And Raised 2025 Outlook

Why Trimble’s latest earnings and dealer news matter for shareholders Trimble (TRMB) recently reported Q3 2025 results that were ahead of expectations, with strong revenue and record annualized recurring revenue, and raised its full year 2025 outlook under the Connect & Scale strategy. At the same time, the company named West Side Tractor Sales Co. as the newest Trimble Technology Outlet, expanding direct access to its construction technology for John Deere earthmoving equipment users across...
NYSE:IQV
NYSE:IQVLife Sciences

IQVIA Holdings (IQV) Valuation Check After Profit Guidance Disappoints Despite Solid Quarterly Revenue Beat

IQVIA Holdings (IQV) is back in focus after its latest earnings report, where solid fourth quarter revenue and an earnings beat met softer profit guidance for 2026, shifting the market’s attention toward future profitability. See our latest analysis for IQVIA Holdings. That cautious 2026 profit outlook has fed into IQVIA Holdings' share price performance, with a 7 day share price return of 18.54% and a 30 day share price return of 22.66%, while the 1 year total shareholder return of 9.92% and...
NasdaqGS:EXTR
NasdaqGS:EXTRCommunications

Assessing Extreme Networks (EXTR) Valuation After New AI Education Networking Suite Launch

Extreme Networks (EXTR) is in focus after launching a suite of E-Rate eligible networking solutions for K 12 schools and libraries, anchored by its AI powered Extreme Platform ONE, an all in one networking platform. See our latest analysis for Extreme Networks. At a share price of US$15.24, Extreme Networks has recorded a 4.53% share price return over the past 7 days. Its 90 day share price return shows a 14.91% decline, and its 1 year total shareholder return shows a 0.97% decline,...
NYSE:NIO
NYSE:NIOAuto

NIO Targets First Profit As Record Deliveries Test Valuation And Outlook

NIO (NYSE:NIO) expects to report its first quarterly adjusted operating profit in Q4 2025, marking a major shift after years of losses. The company reports record monthly and quarterly deliveries, including a 96% year over year delivery increase in January 2026. Management links the profit milestone to stronger sales, better vehicle margins, and cost reduction efforts across the business. NIO, trading at around $5.04 per share, sits at an interesting point in its story, with the stock up...
NYSE:M
NYSE:MMultiline Retail

Is Macy’s (M) Accelerated Store Closures Rewriting Its Dividend and Reinvention Playbook?

Macy’s has accelerated its restructuring by closing a major fulfillment center in Owasso, Oklahoma, and moving ahead with most of 14 planned store closures, affecting hundreds of jobs as it streamlines its supply chain and store base. These steps, part of a broader transformation plan, raise fresh questions about how Macy’s will balance reinvestment needs with its ongoing dividend payments to shareholders. We’ll now look at how accelerated store closures and supply-chain changes may reshape...
NYSE:VEEV
NYSE:VEEVHealthcare Services

Is Veeva (VEEV) Turning Incremental QMS Wins Into a Defensible AI Software Moat?

In late January, BioDlink announced the successful go-live of Veeva QMS, a cloud-based quality management system supporting four core GMP-related processes and laying the groundwork for additional modules across risk, audit, and supplier oversight. At the same time, Veeva’s expanding footprint in AI-enabled tools such as Link Key People and its role in life sciences digitalization are drawing attention amid broader concerns about how artificial intelligence could reshape specialized...
NYSE:SILA
NYSE:SILAHealth Care REITs

Is Sila Realty Trust (SILA) Pricing Reflect Its Portfolio Focus And DCF Upside Potential

If you are wondering whether Sila Realty Trust is priced fairly or if there is still value on the table, this article will walk through what the current share price might be telling you. The stock last closed at US$25.06, with recent returns of 2.9% over 7 days, 7.5% over 30 days, 6.6% year to date, 5.8% over 1 year and 9.6% over 5 years, which provides some context for how the market has been reacting. Recent news coverage around Sila Realty Trust has focused on its position within the US...
NYSEAM:BMNR
NYSEAM:BMNRSoftware

A Look At Bitmine Immersion Technologies (BMNR) Valuation After Recent Volatile Share Price Moves

Bitmine Immersion Technologies overview and recent performance Bitmine Immersion Technologies (BMNR) has drawn attention after a sharp single day move of about 18%, set against a mixed recent share performance that includes a 32% decline over the past month and a 50% decline in the past 3 months. See our latest analysis for Bitmine Immersion Technologies. That sharp 17.6% 1 day share price gain at US$20.47 comes after a tough stretch, with a 7 day share price return of 18.5% and a year to...
NYSE:AMT
NYSE:AMTSpecialized REITs

American Tower Leadership Shifts And CoreSite Recognition Meet Undervalued Shares

American Tower (NYSE:AMT) appointed Paul Blanchett as Senior Vice President and Chief Accounting Officer, marking a leadership change at the corporate level. CoreSite, an American Tower subsidiary, received industry recognition as Chief Revenue Officer Maile Kaiser was named to the 2026 CRN Channel Chiefs list. The news highlights leadership shifts and partner focused initiatives tied to data center growth and AI enablement within the broader American Tower platform. American Tower, through...
NYSE:BWA
NYSE:BWAAuto Components

Does BorgWarner's (BWA) Dividend and Optimistic Sentiment Hint at a Shift in Capital Priorities?

On February 4, 2026, BorgWarner’s board declared a quarterly cash dividend of US$0.17 per share, payable on March 16, 2026, to shareholders of record as of March 2, 2026, while investors await its February 11 earnings release and related webcast. The combination of an affirmed cash return to shareholders and increasingly optimistic earnings expectations has sharpened attention on BorgWarner’s near-term outlook and positioning in the market. Next, we’ll examine how the upcoming earnings...
NYSE:RXO
NYSE:RXOTransportation

RXO Resets Credit And Writes Down Goodwill While Leaning On AI

RXO (NYSE:RXO) has arranged a new US$450 million asset based lending facility, replacing prior credit agreements. The company has recorded a goodwill impairment in response to ongoing freight market pressures. RXO is advancing AI driven tools and building a larger late stage sales pipeline to support performance. RXO runs an asset light freight brokerage and logistics business, so prolonged weakness in freight markets directly affects pricing, shipment volumes, and the value of certain...
NasdaqGS:TXG
NasdaqGS:TXGLife Sciences

Is 10x Genomics (TXG) Using PharosAI’s NHS Partnership To Quietly Recast Its Spatial Biology Moat?

In early February 2026, PharosAI announced it will use 10x Genomics’ Xenium spatial platform to convert thousands of archived NHS cancer samples into high-resolution, multimodal datasets for AI-driven research, backed by PS18.9 million in UK government funding plus additional charity and industry support. This collaboration links 10x Genomics’ spatial biology technology with a major UK cancer initiative that plans to democratize AI-ready datasets for global researchers, clinicians and...
NYSE:BMY
NYSE:BMYPharmaceuticals

A Look At Bristol Myers Squibb (BMY) Valuation After Earnings Beat And Strong 2026 Guidance

Bristol-Myers Squibb (BMY) has moved back into the spotlight after reporting fourth quarter and full year 2025 results, combining higher profitability, flat annual revenue and fresh guidance that exceeded Wall Street expectations. See our latest analysis for Bristol-Myers Squibb. The earnings release and 2026 guidance have fed into a sharp rebound in sentiment, with a 90 day share price return of 31.17% and a 1 year total shareholder return of 14.55%, indicating that momentum has recently...
NYSE:PAGS
NYSE:PAGSDiversified Financial

Is PagSeguro Digital (PAGS) Still Attractive After Its Recent Share Price Rebound?

If you are wondering whether PagSeguro Digital is still attractively priced or if the easy gains are already behind it, looking closely at its valuation metrics can help you frame that question clearly. The share price recently closed at US$10.99, with returns of 6.8% over 30 days, 13.7% year to date, 56.0% over 1 year, 27.5% over 3 years and an 81.3% decline over 5 years. This gives a mixed picture of how the market has treated the stock over different timeframes. Recent news flow around...
NasdaqGS:QLYS
NasdaqGS:QLYSSoftware

Assessing Qualys (QLYS) Valuation After Weaker 2026 Outlook And AI Platform Updates

Qualys (QLYS) is back in focus after its Q4 2025 results, a fresh 2026 outlook, and an expanded share repurchase plan, all arriving alongside new AI driven cybersecurity platform updates. See our latest analysis for Qualys. The weak 2026 outlook and softer growth guidance have hit sentiment hard, with a 1 day share price return of 13.31% decline and a 90 day share price return of 27.10% decline. The 5 year total shareholder return of 7.01% points to much more muted longer term gains and...
NYSE:AA
NYSE:AAMetals and Mining

Is Alcoa’s One‑Time CO2 Credit And New Alumina Targets Altering The Investment Case For AA?

In early February 2026, Alcoa’s recent quarter drew attention from Wall Street as multiple banks revisited their views following the company’s latest earnings, which included a one-time CO2 credit and updated alumina targets for 2026. The mixed analyst reactions highlight how much of Alcoa’s current investment debate now centers on the quality and sustainability of its earnings drivers. With Alcoa’s shares rising over the past week, we’ll explore how the one-time CO2 credit shapes the...
NasdaqGS:NVCR
NasdaqGS:NVCRMedical Equipment

Assessing NovoCure (NVCR) Valuation After Prolonged Share Price Weakness In Tumor Treating Fields Story

NovoCure (NVCR) has drawn attention after a prolonged share price slump, with negative returns over the past year and the past 3 months prompting investors to reassess how its current valuation lines up with its oncology device business. See our latest analysis for NovoCure. The recent 7 day share price return of 18.23% decline and 30 day share price return of 29.34% decline add to a year long total shareholder return of 54.43% decline. This points to fading momentum as investors reassess...
NasdaqGS:HON
NasdaqGS:HONIndustrials

How Honeywell’s Impairment Hit, Aerospace Spinoff and 2026 Outlook At Honeywell International (HON) Has Changed Its Investment Story

In January 2026, Honeywell International reported fourth-quarter 2025 results showing higher revenue of US$9,758 million but sharply lower net income of US$295 million, reflecting sizeable goodwill and asset impairment charges, while also issuing 2026 guidance for sales of US$38.80–US$39.80 billion and diluted EPS of US$9.59–US$9.89 from continuing operations. Investor attention also centered on Honeywell’s planned aerospace spinoff and a fresh analyst upgrade, as the company framed these...
NasdaqGM:SOUN
NasdaqGM:SOUNSoftware

Expanded Five Guys Deal And New Verticals Might Change The Case For Investing In SoundHound AI (SOUN)

In late January 2026, SoundHound AI announced an expanded relationship with Five Guys, extending its voice-powered ordering agents across hundreds of locations after handling well over a million customer interactions. Together with recent enterprise wins in insurance, financial services, and a Bridgepointe Technologies partnership, this points to a broadening footprint for SoundHound’s conversational AI across both consumer-facing and back-office use cases. With recent share price gains and...
NYSE:FRT
NYSE:FRTRetail REITs

Federal Realty Refocuses Portfolio With US$475m Property Sales

Federal Realty Investment Trust sold Misora Apartments at Santana Row and Courthouse Center as part of its capital recycling program. The transactions generated significant proceeds that the company plans to redirect into higher return opportunities. The moves reflect an active approach to refining the NYSE:FRT portfolio while seeking to preserve financial flexibility. For you as an investor, the key point is that NYSE:FRT is reshaping its mix of assets rather than simply adding more...
NasdaqCM:SMX
NasdaqCM:SMXElectronic

Assessing SMX (Security Matters) (NasdaqCM:SMX) Valuation After The TruCotton Traceability Alliance News

Why the TruCotton alliance matters for SMX shareholders SMX (Security Matters) (NasdaqCM:SMX) is drawing attention after announcing a collaboration with TruCotton, a U.S. cotton traceability program, to apply its molecular marker technology to authenticate U.S. grown cotton across the supply chain. The initiative is designed to let the cotton itself carry proof of origin through secure molecular tags that can be checked at multiple points. This replaces traditional documentation based...
NasdaqCM:PLUG
NasdaqCM:PLUGElectrical

Is Plug Power (PLUG) Pricing Aligning With Its Volatile Track Record And Cash Flow Outlook

If you are wondering whether Plug Power's current share price reflects its true potential or its risks, you are not alone. This article focuses squarely on what the numbers say about value. Plug Power's stock has been volatile, with a 1 year return of 12.8% contrasted against a 3 year return of 86.5% decline and a 5 year return of 96.7% decline, while the year to date return sits at 7.0% decline. Recent attention on hydrogen and fuel cell companies has kept Plug Power on many investors'...
NasdaqGS:AMAT
NasdaqGS:AMATSemiconductor

A Look At Applied Materials (AMAT) Valuation After Bullish Brokerage Call On AI Chip Equipment Demand

A major Wall Street brokerage has reiterated a positive view on Applied Materials (AMAT) ahead of its January quarter earnings on February 12, citing robust demand for chipmaking equipment tied to AI, electric vehicles and broader digitization. See our latest analysis for Applied Materials. Applied Materials' share price has moved sharply higher in recent months, with a 37.19% 3 month share price return and 19.95% year to date, while its 1 year total shareholder return of 80.97% reflects...