U.S. Mortgage REITs Stock News

With inflation, growth and geopolitics all pulling at markets in different directions, many investors are looking for themes that are closely linked to long term government spending and global trade. Aerospace and defense stocks sit right at that intersection. The Aerospace And Defense screener focuses on companies that manufacture or provide services to this sector, which can be influenced by energy prices, supply chain shifts and AI driven manufacturing demand. This article highlights 3...

Powell Industries came into this print as a high‑expectation stock after a strong multi‑year run, yet the share price slipped about 4% to US$211.38 on the first trading day after the release. That pullback sits awkwardly beside a quarter built around one thing that is hard to dismiss: orders and backlog. The headline is simple. Powell Industries booked record new orders of US$934 million and lifted backlog to more than US$2.4 billion, while generating US$312 million of revenue and US$52.2...

Babcock & Wilcox Enterprises recently featured in the Global CCS Institute’s 2026 report for its ClimateBright decarbonization technologies, including BrightLoop, OxyBright and SolveBright, underscoring its role in global carbon capture and storage solutions. This industry recognition highlights Babcock & Wilcox’s potential to expand its presence in decarbonization projects alongside its traditional power equipment and services business. We’ll now examine how this recognition of Babcock &...

Hillman Solutions stock jumped 14.4% to US$9.51 in the first full session after earnings, and the move centers on one key factor. The market is focusing on a profitability story that has shifted gears. Q2 net income reached US$21.12m on US$442.25m of revenue, and the trailing twelve month net margin now sits at 2.6%. For a hardware and fastener supplier that has carried debt concerns and a relatively high P/E, this kind of earnings traction changes the conversation. The question for investors...

Vita Coco Company (COCO) is back in focus after reporting second quarter and first half 2026 results that show substantial year over year growth in sales, net income and earnings per share. See our latest analysis for Vita Coco Company. At a share price of $64.38, Vita Coco Company has seen the share price return fall 7.47% over the past week and 6.21% over the past three months, although the year to date share price return of 20.43% and one year total shareholder return of 99.32% point to...

Why Equity Residential Stock Is In Focus After Its Latest Earnings Equity Residential (EQR) has drawn fresh attention after reporting second quarter and six month results to June 30, 2026. Sales were higher than a year earlier, while net income and earnings per share declined. See our latest analysis for Equity Residential. Following the earnings release, Equity Residential’s share price has eased over the past month, with a 30 day share price return of 3.06% and a softer 7 day move. However,...

The market gave Tower Semiconductor a polite nod rather than a standing ovation. The stock closed up about 2% after the Q2 report, a modest move for earnings that put new records on the board. Revenue reached US$460.1m and net margin landed at roughly 20%, both high marks for the company and important for a foundry story that depends heavily on utilization and mix. Investors now have to decide whether that restrained price reaction matches the strength of the print. The real swing factor is...

Freeport-McMoRan stock has delivered a strong 88.7% return over the past 5 years, while the current valuation checks suggest the shares are not an obvious bargain at today’s price of US$67.30. Recent gains, including shorter term returns, now sit against a low overall value score and an overvalued read on market multiples. A 5 year return of 88.7% means long term holders have been well rewarded, so new buyers now need to think carefully about what is already reflected in the...

Vivid Seats came into this earnings print trading like a recovery story that many investors had left for dead, yet the stock just ripped almost 20% higher in a single session to US$9.54. The headline is simple. A loss making ticket marketplace put up a World Cup boosted quarter that delivered US$129.9m in revenue and US$12.6m in adjusted EBITDA, and the market re‑priced that effort in a hurry. Love the World Cup boost and sharp share price reaction but still wary of a loss making ticket...

Global growth uncertainty, mixed inflation signals and shifting central bank expectations have pushed many investors to look for themes with clear, long term drivers. Artificial intelligence and ChatGPT style tools sit at the centre of that search. The AI Stocks screener focuses on companies directly involved in this trend, from semiconductors and chips to software, LLMs, cloud and broader transformation. It helps you cut through noise and find stocks that are closely tied to real AI...

Snap reported a strong quarterly beat with 19% revenue growth and higher user engagement. The company announced new AI powered AR glasses that are set to launch commercially in September. Management highlighted AI driven subscriptions and AR hardware as key opportunities beyond advertising. Snap outlined a multi year buyback plan alongside its push into premium and hardware offerings. Snap, trading as NYSE:SNAP, is trying to reset its story around new products and revenue streams after a...

In late July 2026, Extra Space Storage Inc. reported past second-quarter results showing year-over-year increases in sales to US$746.16 million, revenue to US$874.15 million, and net income to US$263.47 million, alongside modest EPS growth from continuing operations. For the first half of 2026, however, net income and EPS from continuing operations were slightly lower than a year earlier despite higher sales and revenue, highlighting a contrast between quarterly momentum and year-to-date...

Perimeter Solutions has delivered a very large 3 year share price gain, while the valuation checks send mixed signals. The Discounted Cash Flow (DCF) intrinsic value estimate points to upside, and the market multiples suggest the stock is expensive. The stock has returned roughly 4.8x over 3 years, which puts extra focus on whether current expectations for future cash flows can support the higher share price base. The key support for the valuation can come from Perimeter Solutions converting...

Savara (SVRA) has drawn investor interest after recent share price moves, with the stock last closing at $5.41. The clinical stage biopharmaceutical company focuses on rare respiratory diseases, including autoimmune pulmonary alveolar proteinosis. See our latest analysis for Savara. Recent trading puts Savara’s 1 day share price return at 1.5%, while the 30 day share price return is down 13.0%. Even with this pullback, the 1 year total shareholder return of 100.4% and 5 year total shareholder...

Independence Realty Trust stock inched up about 1.8% to around US$17 after its latest results, a muted move for a company often pitched as a steady multifamily income story. The headline this quarter is cash generation. Core funds from operations, the key metric for residential real estate investment trusts, landed at US$0.28 per share in Q2, helped by higher same store net operating income and an early boost from the new community Wi Fi program. For investors, the question now is how that...

Exelixis stock has already delivered a 225.4% total return over the past 5 years, yet on the current checks it still screens as attractively priced rather than stretched. The 225.4% return over 5 years highlights how strongly Exelixis has rewarded long term holders, which raises the bar for any new upside case. Future revenue and cash flow growth from its oncology portfolio can support the current valuation. However, any setback in clinical progress or competitive pressure may quickly change...

Franklin Resources (BEN) has given investors several fresh data points to weigh after its latest quarterly report, including a US$33.0 million impairment of intangible assets, as well as updated earnings, capital management and financing moves. See our latest analysis for Franklin Resources. Franklin Resources shares have been firming, with a 7.32% 7 day share price return and 14.79% 90 day share price return adding to a 50.29% year to date gain. The 1 year total shareholder return of 49.21%...

Earlier this week, Advance Auto Parts announced a multi‑year restructuring plan aimed at optimizing its supply chain, consolidating distribution centers, and sharpening its competitive position in the fragmented automotive aftermarket. The scale and duration of this overhaul signal management’s willingness to accept near‑term disruption in pursuit of a leaner, more efficient operating model. We’ll now examine how this multi‑year supply‑chain restructuring may reshape Advance Auto Parts’...

STAG Industrial (STAG) drew fresh attention on July 28, 2026, after reporting second quarter results that included higher revenue and slightly higher quarterly net income, alongside confirmation of its regular third quarter cash dividend. See our latest analysis for STAG Industrial. That backdrop sits against a mixed share price pattern, with STAG Industrial’s stock down 7.24% on a 7 day share price return and 3.55% on a 30 day share price return, yet still delivering an 11.52% total...

In July 2026, AECOM announced it had been selected by ANA Aeroportos de Portugal, part of the VINCI Airports group, to lead the preliminary design and provide comprehensive technical, design, and project management services for the planned New Lisbon Airport, which will replace Humberto Delgado Airport. This major win expands AECOM’s global aviation portfolio in Europe and underscores its role in shaping large-scale infrastructure that aims to support regional economic growth. Next, we’ll...

Otis Worldwide (OTIS) has drawn fresh attention after reporting second quarter and first half 2026 results, affirming a quarterly dividend and updating investors on its ongoing share repurchase activity in late July 2026. See our latest analysis for Otis Worldwide. Despite stronger recent updates on earnings, dividends and buybacks, Otis Worldwide’s share price return has slipped year to date, with a 1-year total shareholder return also in decline. This points to fading momentum rather than a...

Qualys (NasdaqGS:QLYS) launched InstaScan, an AI-driven, scanless vulnerability detection feature in its TruRisk platform, delivering continuous, real-time threat correlation. The company joined the CSAI Foundation as a Vanguard member, working with peers to shape frameworks for trustworthy and resilient AI systems. Qualys is best known for its cloud-based security and compliance platform, and InstaScan adds another layer to that offering. As organizations deal with a steady flow of newly...

What the latest earnings mean for Weis Markets stock Weis Markets (WMK) just released second quarter earnings, reporting higher sales and revenue but lower quarterly net income compared with a year ago. Over the first six months, sales, revenue, and net income were all higher year over year. See our latest analysis for Weis Markets. Weis Markets shares trade at US$78.22 after a modest intraday pullback, yet the stock has a strong year to date share price return of 22.01% and a 5 year total...

Deckers Outdoor (DECK) reported first quarter sales of US$1,019.53 million and net income of US$129.97 million, then raised full year 2027 guidance for revenue, operating margin and diluted earnings per share. See our latest analysis for Deckers Outdoor. Despite the stronger outlook, Deckers Outdoor’s recent share price performance has been soft, with the stock down 6.48% on a year to date share price return and total shareholder return of 5.70% over the past year. This contrasts with a...