U.S. Mortgage REITs Stock News

Apollo Commercial Real Estate Finance (ARI) has drawn fresh attention after its recent share move, with a 1-day return of about 0.6% and roughly 1.8% over the past week. See our latest analysis for Apollo Commercial Real Estate Finance. With the share price at $10.15, Apollo Commercial Real Estate Finance has paired its recent positive daily move with a 2.94% year to date share price return. Its 1 year total shareholder return of 24.66% and 5 year total shareholder return of 53.30% point to...

Hyatt Hotels Corporation recently expanded its sports footprint by making World of Hyatt the official hospitality partner of the new Audi Revolut Formula 1 team, offering members race‑weekend perks such as paddock access, driver meet‑and‑greets, private lounges, and customized travel packages. This tie-up deepens the link between Hyatt’s loyalty ecosystem and premium live experiences, potentially increasing member engagement by aligning the brand with high-end global motorsport events. We’ll...

China approval puts focus on ARS Pharmaceuticals’ new market opportunity ARS Pharmaceuticals (SPRY) is back on investor radar after partner Pediatrix Therapeutics received approval from China’s National Medical Products Association for community use of neffy, its intranasal epinephrine spray. This decision makes neffy the first government approved epinephrine product for use outside Chinese hospitals. It creates a fresh addressable market and sets up ARS to collect regulatory milestone...

COPT Defense Properties recently executed a 236,000 square foot build-to-suit lease in its Maryland portfolio with a Defense/IT tenant, committing US$146 million of capital with rent expected to commence in the third quarter of 2028. This deal, alongside the separately announced US$65 million build-to-suit expansion for the University of Maryland’s ARLIS lab in the Discovery District, underlines deep, specialized demand for mission-critical Defense/IT and research space within COPT Defense’s...

Recently, Watsco Inc. was highlighted by the "Caviar Cruise" quality investing screen for its strong financial condition, featuring a 22.7% return on invested capital and an almost debt-free balance sheet. This recognition underscores how Watsco’s capital efficiency and low leverage align with investor interest in companies that consistently convert solid operations into free cash flow. We’ll now examine how Watsco’s near-zero debt profile influences its existing investment narrative and...

Profitability trends come into focus Recent analysis of Cathay General Bancorp (CATY) highlights a 1.7% annual revenue decline over the past two years, alongside 7.5% annual EPS contraction and net interest income growth trailing sector standards. See our latest analysis for Cathay General Bancorp. At a share price of US$50.80, Cathay General Bancorp has posted an 8.1% 90 day share price return and a 62.2% five year total shareholder return. This suggests longer term investors have seen...

Nutanix recently faced intensified scrutiny as multiple law firms launched investigations into potential securities law violations following its Q1 2026 results, where the company disclosed a revenue shift to future periods and reduced its full-year revenue outlook. At the same time, a wave of analyst rating changes from major banks signaled a reassessment of Nutanix’s prospects just as investors focus on its upcoming conference appearance and earnings report. We’ll now examine how these...

In mid-January 2026, Boeing and major U.S. carriers including Delta Air Lines and Alaska Airlines announced large new orders for 787 Dreamliners and 737 MAX jets, while Salient Motion revealed work with Boeing on modular motion-control systems designed to shorten aerospace certification timelines from years to months. Together with Boeing’s report of 600 commercial aircraft deliveries in 2025, these developments highlight how deepening airline partnerships and faster component certification...

Ross Stores (ROST) is back in focus after Fenimore Asset Management cited the retailer as its top performer in two strategies, linking that showing to strong same store sales and the influence of a new CEO. See our latest analysis for Ross Stores. At a share price of US$192.36, Ross Stores has logged a 5.5% 30 day share price return and a 22.2% 90 day share price return. Its 1 year total shareholder return of 30.4% and 3 year total shareholder return of 71.7% point to momentum that has been...

In the days leading up to its now-reported fiscal fourth-quarter 2025 results, GoDaddy was expected to post earnings of US$1.58 per diluted share, while investors also weighed its decision to exit the .CO domain registry amid rising AI-driven competition. Alongside these financial expectations, GoDaddy’s internal focus on long-tenured talent and evolving AI-enabled development practices highlights how deeply its culture and product roadmap are being reshaped. We’ll now examine how the...

V.F stock reaction and recent performance snapshot V.F (VFC) shares recently closed at US$18.82, with the stock showing mixed returns, including a 1.9% decline over the past day and a 5.2% decline over the past week. See our latest analysis for V.F. Despite the recent 1-day and 7-day share price declines, V.F’s 90-day share price return of 30.4% sits against a weaker backdrop, with a 1-year total shareholder return of 18.7% and a 5-year total shareholder return of 73.5%. If V.F’s recent...

Microvast Holdings recently strengthened its finance leadership, appointing Rodney Worthen as Chief Financial Officer and hiring former NextDecade executive Eric N. Garcia as Chief Accounting Officer, both effective in early January 2026. These appointments bring a blend of corporate finance, investor relations, and Big Four audit experience that could influence how Microvast manages reporting quality, capital allocation, and future expansion decisions. Next, we’ll examine how bringing in a...

Recent upgrades from TD Cowen, Morgan Stanley, and Wells Fargo have pushed KLA (KLAC) into the spotlight, as analysts highlight its role in advanced and AI-focused chip manufacturing, along with its strong links to leading foundry customers. See our latest analysis for KLA. The recent wave of upgrades has arrived alongside strong momentum in KLA’s share price, with a 30 day share price return of 25.86% and a 90 day share price return of 35.99%. Over a longer horizon, the 1 year total...

Madison Square Garden Sports (MSGS) is back in focus after reporting Q1 Fiscal 2026 results that beat EPS expectations, while revenue missed forecasts, alongside an amended $425 million revolving credit facility for the Knicks. See our latest analysis for Madison Square Garden Sports. The latest earnings surprise and expanded Knicks credit facility have come alongside a strong price run, with a 30-day share price return of 17.55% and a 1-year total shareholder return of 33.46%. This points to...

Earlier this month, Meta Platforms appointed former Goldman Sachs executive and ex-board member Dina Powell McCormick as president and vice‑chairman to drive its long-term AI infrastructure build-out, capital partnerships, and data center financing, while also continuing large-scale investments in clean energy and power purchase agreements. At the same time, Meta has begun reallocating resources away from its metaverse-heavy Reality Labs unit toward AI-enabled wearables and smart glasses,...

In early January 2026, Globus Medical, Inc. issued updated guidance, forecasting fourth-quarter 2025 sales of approximately US$823.2 million and full-year 2025 sales of about US$2.94 billion, while also setting a full-year 2026 revenue range of US$3.18 billion to US$3.22 billion. This guidance points to management’s confidence in underlying demand for its musculoskeletal and enabling technology portfolio, offering investors fresh insight into how scale from recent acquisitions and innovation...

Mineralys Therapeutics (MLYS) is back in focus after reporting third quarter 2025 earnings that surpassed expectations, updating investors on lorundrostat’s path toward a New Drug Application and expanding its clinical program. See our latest analysis for Mineralys Therapeutics. The latest updates on lorundrostat and Q3 2025 results come after a mixed year in the market, with a 1 day share price return of 4.33% to US$32.74, a 90 day share price return decline of 25.86%, and a 1 year total...

On January 8, 2026, Hippocratic AI announced a collaboration with Huron Consulting Group to deploy generative AI healthcare agents that support care navigation, discharge follow-up, chronic condition outreach, and other patient engagement tasks within Huron-led transformation programs across more than 1,000 healthcare organizations. The partnership combines Hippocratic AI's large-scale, safety-focused agent platform with Huron's healthcare consulting expertise, potentially deepening Huron's...

What Mercury General’s dual listing could mean for shareholders Mercury General (MCY) recently announced a dual listing on NYSE Texas, keeping its primary NYSE listing while using the same MCY ticker. The move is tied directly to its growing footprint in Texas insurance markets. See our latest analysis for Mercury General. Mercury General’s dual listing comes after a period of mixed short term share price moves but very strong longer term gains, with a 14.56% 90 day share price return and a...

Earlier this month, Mirum Pharmaceuticals presented at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco, outlining its business outlook and pipeline plans to investors. The company underscored 2026 revenue guidance of US$630–US$650 million and highlighted several impending late-stage clinical readouts and intellectual property actions as key business drivers. Next, we'll examine how Mirum's confident 2026 revenue guidance and upcoming pivotal trial readouts could reshape...

OUTFRONT Media recently announced it has joined the Association of National Advertisers (ANA) as a 2026 Strategic Partner, becoming the first out-of-home media company to participate in this program and securing a presence across key ANA events including the ANA Masters of Marketing Conference. This partnership elevates OUTFRONT’s access to senior brand marketers and gives it a platform to promote in-real-life media as a core element of modern marketing strategies. We will now examine how...

M/I Homes (MHO) has drawn investor attention after recent share price moves, with the stock showing mixed returns over the past week, month, and past 3 months as housing demand and sentiment continue to influence trading. See our latest analysis for M/I Homes. At a share price of $137.16, M/I Homes has given investors a 30 day share price return of 7.45%, while the 3 year total shareholder return of 149.43% and 5 year total shareholder return of 156.81% point to strong longer term compounding...

VAALCO Energy (EGY) is drawing attention after reporting full year 2025 production and sales volumes around the midpoint and top of guidance, alongside encouraging drilling results at its Etame complex offshore Gabon. See our latest analysis for VAALCO Energy. The production and sales update lands after a strong run in the share price, with a 7 day share price return of 23.29% and a 30 day share price return of 31.20%. The 5 year total shareholder return of 136.12% points to momentum that has...

Tutor Perini (TPC) is back in focus after expectations for strong year over year earnings growth and cautiously optimistic analyst revisions helped the stock outperform both the S&P 500 and the broader Construction sector. See our latest analysis for Tutor Perini. At a share price of $75.09, Tutor Perini has recently seen a 7.29% 1 month share price return and an 11.89% 3 month share price return, while its 1 year total shareholder return is very large. This suggests momentum has been...