U.S. Mortgage REITs Stock News

NYSE:CALY
NYSE:CALYLeisure

Does Flat Q2 Revenue Guidance Signal a Turning Point in Callaway Golf’s Demand Stability (CALY)?

Callaway Golf Company recently reported its Q2 results after market hours, following a prior quarter in which it exceeded analysts’ revenue expectations and issued guidance that was stronger than anticipated. This time around, investors are focused on whether Callaway can deliver on expectations for year-on-year revenue to hold steady after last year’s decline, which could signal stabilizing demand across its golf entertainment and equipment businesses. Now we’ll examine how improving...
NasdaqGM:IOVA
NasdaqGM:IOVABiotechs

Iovance Biotherapeutics (IOVA) Is Down 18.4% After Early Amtagvi Rollout Update - Has The Bull Case Changed?

Iovance Biotherapeutics recently drew heightened attention as it prepared to report its second quarter 2026 results and corporate updates, including early commentary on the commercial rollout of its FDA-approved T cell therapy for solid tumors, Amtagvi. This focus on Amtagvi’s initial uptake and the company’s funding and execution risks has sharpened the debate over how fully Iovance’s long-term potential is reflected in its current valuation. We’ll now examine how the upcoming Amtagvi...
NYSE:TFX
NYSE:TFXMedical Equipment

How FDA Approval of First Freeze Dried Plasma Platform Will Impact Teleflex (TFX) Investors

Teleflex Incorporated recently received U.S. FDA Biologics License Application approval for EZPLAZ Freeze Dried Plasma, the first FDA-licensed freeze dried plasma for adult transfusions when conventional plasma products are unavailable. This approval gives Teleflex its first biologics license for a blood component and introduces a patented flexible bag format that addresses battlefield and prehospital trauma care logistics. We’ll now examine how this first-of-its-kind FDA-approved freeze...
NYSE:MUX
NYSE:MUXMetals and Mining

Did McEwen’s (MUX) PhotonAssay Lab Deal Quietly Redefine Its Capital-Light Royalties Strategy?

In July 2026, Paragon Advanced Labs announced a memorandum of understanding with McEwen Inc. to develop advanced laboratory services, including PhotonAssay, for the Gold Bar Mine Complex in Nevada, with potential future facilities at the Fox Complex in Ontario and El Gallo Mine in Mexico. An interesting aspect of this agreement is that McEwen will fund land and building construction while receiving a royalty on Paragon’s third-party lab revenues instead of rent, potentially creating a new...
NasdaqGS:SLAB
NasdaqGS:SLABSemiconductor

Silicon Laboratories (SLAB) And Its IoT Story Leave Valuation Questions Open

Silicon Laboratories stock snapshot after recent performance Silicon Laboratories (SLAB) recently closed at $217.50, with the stock roughly flat over the past week and month. Returns over the past 3 months also appear broadly steady, while longer term performance remains stronger. See our latest analysis for Silicon Laboratories. Silicon Laboratories shows strong longer term momentum, with a year to date share price return of 64.9% and a 1 year total shareholder return of 62.9%, even as very...
NYSE:BWA
NYSE:BWAAuto Components

BorgWarner (BWA) Could Be 17% Undervalued Following New Hybrid And SUV Wins

BorgWarner (BWA) stock is drawing attention after new program awards for its eTurbo hybrid system and torque on demand transfer case signaled fresh business in advanced hybrid and SUV drivetrains. See our latest analysis for BorgWarner. Alongside the new hybrid and SUV program wins, BorgWarner’s share price has climbed with a 12.28% 90 day share price return and 36.66% year to date share price return, while the 1 year total shareholder return of 72.15% points to strong momentum that has built...
NYSE:JOE
NYSE:JOEReal Estate

Is Dividend Hike And Buybacks-Fueled Capital Return Altering The Investment Case For St. Joe (JOE)?

The St. Joe Company recently reported past second-quarter 2026 results, with revenue of US$158.83 million and net income of US$40.47 million, and its board declared a US$0.16 per-share cash dividend payable in September 2026. Together with ongoing share repurchases that have retired a very large portion of its stock since 1998, these results underline management’s continued focus on shareholder returns. We’ll now examine how this combination of earnings growth and a reaffirmed cash dividend...
NYSE:DE
NYSE:DEMachinery

Deere (DE) Could Be 8% Undervalued On UAW Contract Dispute

Deere (DE) is back in focus after a disagreement with the United Auto Workers over extending their collective bargaining agreement beyond its fall 2027 expiry, raising fresh questions about costs and operational visibility. See our latest analysis for Deere. Over the past year, Deere’s share price has moved sharply at times, and the recent disagreement with the UAW appears to be weighing on sentiment. The 7 day share price return is down 5.65% and the 1 month share price return is down 5.57%...
NYSE:RCUS
NYSE:RCUSBiotechs

Arcus Biosciences (RCUS) Expands Kidney Cancer Collaboration, Is The Stock Still Undervalued?

Arcus Biosciences (RCUS) drew fresh investor attention after announcing a clinical collaboration with Summit Therapeutics to test casdatifan plus ivonescimab in metastatic clear cell renal cell carcinoma within its ARC-20 platform. See our latest analysis for Arcus Biosciences. Arcus Biosciences shares trade at US$28.19, with the stock delivering a 21.04% year to date share price return and a very large 207.75% total shareholder return over the past year, suggesting recent news and clinical...
NasdaqGS:CFFN
NasdaqGS:CFFNBanks

What Capitol Federal Financial (CFFN)'s Strong Q3 Results and Completed Buyback Mean For Shareholders

Capitol Federal Financial, Inc. recently reported third-quarter 2026 results, including US$53.48 million in net interest income, US$23.57 million in net income, minimal net charge-offs of US$148,000, completion of a 9,976,478-share buyback totaling US$72.84 million, and reaffirmed a US$0.085 quarterly dividend per share. Together, higher net interest income, growing net income and the completed share repurchase program underscore management’s clear emphasis on capital return and operating...
NasdaqGS:MCBS
NasdaqGS:MCBSBanks

MetroCity Bankshares (MCBS) Earnings Drew Interest, Is The Stock Still Cheap?

MetroCity Bankshares earnings trigger fresh interest MetroCity Bankshares (MCBS) has drawn investor attention after reporting second quarter 2026 results, with net interest income of $44.04 million and net income of $22.13 million, both higher than the prior year period. See our latest analysis for MetroCity Bankshares. MetroCity Bankshares has seen mixed trading around the earnings release, with the share price slipping 4.09% over the past month but still posting a 34.68% year to date share...
NasdaqGS:DRS
NasdaqGS:DRSAerospace & Defense

Will Stronger Profitability Guidance And Raft AI Deal Change Leonardo DRS' (DRS) Defense Tech Narrative?

Leonardo DRS, Inc. recently reported past second-quarter 2026 results showing sales of US$913 million and net income of US$86 million, reaffirmed its full-year 2026 revenue guidance, declared a US$0.09 per-share dividend, updated progress on its share repurchase program, and agreed to acquire AI mission software firm Raft LLC for US$450 million in cash. Beyond the headline growth in revenues and earnings, the planned Raft acquisition and raised profitability guidance highlight Leonardo DRS’s...
NasdaqGS:BUSE
NasdaqGS:BUSEBanks

First Busey (BUSE) Earnings Jumped And Buybacks Ended, Is The Stock Fairly Valued?

Why First Busey’s latest earnings and buyback matter for investors First Busey (BUSE) has drawn fresh attention after second quarter and year to date results showed much higher net income and earnings per share, alongside the completion of a multi year share repurchase program. See our latest analysis for First Busey. At a share price of $30.86, First Busey has delivered a 15.97% 90 day share price return and a 45.10% 1 year total shareholder return, which indicates that recent earnings and...
NasdaqGM:ETON
NasdaqGM:ETONPharmaceuticals

Eton Pharmaceuticals (ETON) Files For Pediatric Label Expansion, Is The Stock Fully Priced?

Eton Pharmaceuticals (ETON) has filed a Prior Approval Supplement with the U.S. Food and Drug Administration to expand KHINDIVI’s label to younger pediatric patients, following bioequivalence data versus ALKINDI SPRINKLE hydrocortisone granules. See our latest analysis for Eton Pharmaceuticals. The KHINDIVI label expansion filing comes after a very strong run in Eton Pharmaceuticals’ stock, with a 30 day share price return of 26.73%, a 90 day share price return of 60.62% and a year to date...
NasdaqGS:MYGN
NasdaqGS:MYGNBiotechs

Why Myriad Genetics (MYGN) Is Down 49.0% After Cutting 2026 Revenue Outlook On Prenatal Weakness

In late July 2026, Myriad Genetics reported second-quarter results showing revenue of US$190.7 million versus US$213.1 million a year earlier, alongside a reduced full-year 2026 revenue outlook of US$770 million to US$790 million due to weaker Prenatal Health test volumes and more cautious assumptions for revenue per test. Despite the revenue decline, the company’s net loss narrowed sharply to US$43.2 million from a very large loss a year ago, highlighting significant cost or non-operational...
NYSE:CUBI
NYSE:CUBIBanks

How Investors May Respond To Customers Bancorp (CUBI) Q2 Earnings And AI-Driven Efficiency Gains

In July 2026, Customers Bancorp, Inc. reported second-quarter 2026 results showing net interest income of US$193.37 million and net income of US$71.56 million, alongside slightly higher net charge-offs of US$14.58 million and continued execution of its share repurchase program. The company highlighted efficiency gains from its proprietary AI-powered workflow automation and faster commercial loan processing as key contributors to its earnings performance and operational improvement. Next,...
NYSE:H
NYSE:HHospitality

Hyatt Hotels (H) Updates Guidance And Buybacks, Is The Stock Still Undervalued?

Q2 results and capital return actions in focus for Hyatt Hotels stock Hyatt Hotels (H) has drawn investor attention after its second quarter 2026 earnings, the Board-approved third quarter dividend, an updated full-year net income outlook, and progress on a multi-year share repurchase program. See our latest analysis for Hyatt Hotels. Despite Q2 earnings, guidance and capital returns in focus, Hyatt Hotels shares have pulled back recently, with the 30 day share price return down 8.8% and the...
NasdaqGS:PENN
NasdaqGS:PENNHospitality

Is PENN Entertainment (PENN) Undervalued Ahead Of June Quarter Earnings?

Why PENN Entertainment’s Upcoming Earnings Matter For Investors PENN Entertainment (PENN) is back on watch as investors prepare for its June quarter earnings report on August 6, with expectations centered on higher revenue and improved year over year earnings. This focus comes after a recent slide in the stock price and ongoing net losses, even as some investors argue current levels around $20.53 suggest potential undervaluation relative to perceived fair value. See our latest analysis for...
NasdaqGS:CORZ
NasdaqGS:CORZSoftware

Why Core Scientific (CORZ) Is Down 8.9% After Massive AMD AI Data Center Deal And $1.16 Billion Loss

In late July 2026, Core Scientific, Inc. reported Q2 2026 revenue of US$164.2 million alongside a net loss of US$1.16 billion, and announced a large‑scale AI infrastructure partnership with Advanced Micro Devices, Inc. involving up to 2.5 gigawatts of potential data center capacity and related stock warrants for Advanced Micro Devices, Inc. Core Scientific, Inc. also added veteran technology executive Mark W. Adams to its expanded seven‑member Board of Directors, strengthening oversight as...
NasdaqGS:VTRS
NasdaqGS:VTRSPharmaceuticals

ANI Pharmaceuticals Stock And 2 U.S. Pharma Names Tied To Tariff Upside

Tariffs on Canadian imports and higher taxes on generic drugs are shaking up expectations for costs and pricing across healthcare. For U.S. specialty pharmaceutical manufacturers, this mix of pressure and opportunity can be important. Some companies may face higher input costs. Others with more domestic production may see a relative edge if imported generics become more expensive. This article explains how the new trade measures could matter for your portfolio and discusses 3 U.S. specialty...
NYSE:BCC
NYSE:BCCTrade Distributors

Will Boise Cascade’s (BCC) Dividend Hike Ahead of Earnings Change Its Capital Allocation Narrative?

Boise Cascade Company’s board recently raised its quarterly dividend to US$0.23 per share, a US$0.01 or 5% increase, payable on September 16, 2026 to shareholders of record on September 1, 2026. This higher dividend comes just ahead of the company’s upcoming earnings release, where the market expects a return to year-on-year revenue growth after a prior decline. Next, we’ll examine how the dividend increase and approaching earnings announcement may influence Boise Cascade’s existing...
NYSE:PNC
NYSE:PNCBanks

3 US Bank Stocks Worth Watching If The Fed Hikes Rates Again

With the Federal Reserve sounding more hawkish and futures markets pricing a 72% chance of a rate hike by September, many investors are rethinking where they want their money to work. Higher expected yields on safer assets can change the appeal of riskier choices, including Bitcoin and some growth stocks. In this environment, large U.S. value stocks with lower volatility and modest P/E and P/B ratios can look interesting to some investors. This article walks through 3 U.S. large cap value...
NYSE:LOMA
NYSE:LOMABasic Materials

Is Loma Negra Compañía Industrial Argentina Sociedad Anónima (LOMA) Fully Valued At $11.48?

Loma Negra Compañía Industrial Argentina Sociedad Anónima (LOMA) came into focus after a recent share price move, with the stock closing at $11.48. Investors may now reassess its longer term return profile. See our latest analysis for Loma Negra Compañía Industrial Argentina Sociedad Anónima. The recent move to a share price of $11.48 comes after a mixed run, with the 90 day share price return of 8.20% set against a year to date decline of 10.87%. The 5 year total shareholder return of...