U.S. Mortgage REITs Stock News

NYSE:BE
NYSE:BEElectrical

Bloom Energy Stock And 2 US AI Infrastructure Names Tied To Tariffs

Tariffs on imported goods are reshaping the cost base for many companies, and that can either erode margins or support firms that produce more inside the US. With new US tariffs of 10% to 12.5% on imports from 60 economies now in place, investors are paying closer attention to stocks that sit inside domestic manufacturing and onshoring trends. This article looks at 3 stocks from a US Domestic Manufacturing and Onshoring screener that appear closely tied to these tariff shifts. You will see...
NasdaqGS:ADEA
NasdaqGS:ADEASoftware

Adeia (ADEA) Stock Jumps As Licensing Momentum Lifts Long Term Targets

Adeia just ripped 12.3% higher in a single session, a big move for a licensing heavy, cash generating intellectual property stock. Coming into today, the shares had been fairly quiet over the past month, which makes the sudden jump even more striking for investors watching from the sidelines. The spark is less about top line flash and more about profit quality and long term confidence. Q2 revenue landed at US$96.1m, while adjusted EBITDA margin sat near 58.7%. Management backed its 2026...
NasdaqGS:UCTT
NasdaqGS:UCTTSemiconductor

Ultra Clean Holdings (UCTT) Stock Sinks As Cash Burn Clouds Profit Return

The market just knocked Ultra Clean Holdings 5.2% lower to US$84.54, even as the new quarter finally flipped the story from loss to profit. Q2 net income landed at US$8.7 million on record revenue of US$644.9 million, a sharp break from the red ink that has defined recent periods. That disconnect between a selloff and a clean swing back into positive earnings reflects a sentiment shift playing out in real time. Ultra Clean now has to convince investors that this profit is not a one-off and...
NYSE:WAT
NYSE:WATLife Sciences

Waters (WAT) Stock Rises On Revenue Surge While Losses Cloud Earnings

Waters stock jumped about 6% today, a sharp move for a steady life sciences instruments group, even though headline earnings showed a GAAP loss. The market is cheering one thing above all else: revenue surged to US$1.645b in the quarter, with the newly acquired Biosciences and Diagnostic Solutions businesses contributing US$817m and folding into the story faster than many expected. The emotional gap is clear. Traders are reacting to proof that Waters can grow a much larger platform, while the...
NYSE:EXPD
NYSE:EXPDLogistics

Expeditors International Of Washington (EXPD) Stock Rallies On Profit Strength And Margin Questions

The market rushed to reward Expeditors International of Washington with a 6.4% jump today, yet the real story sits inside the profit engine. Quarterly basic earnings per share landed at about US$2.03 on revenue of roughly US$3.50b, and trailing net profit margin stands near 7.6%. That combination is what traders are reacting to, not a single line item. The key question for you is whether this price pop reflects confidence in a sturdier earnings base or simply enthusiasm for a margin picture...
NYSE:PAY
NYSE:PAYDiversified Financial

Paymentus (PAY) Stock Surges On Margin Expansion And Cash Strength

Paymentus Holdings stock rose 29.2% today to US$44.60, capping a 3 month run that many investors will see as anything but quiet. The move followed a Q2 print that recorded revenue of US$360.7m and adjusted EBITDA of US$48.8m, which the market appeared to treat as more than just a solid payments quarter. The short term story is the surge in the share price. The bigger story is the margin picture. Paymentus Holdings reported an adjusted EBITDA margin a little above 40%, which puts the focus on...
NasdaqGS:FSUN
NasdaqGS:FSUNBanks

How Surging Credit Losses And A New Buyback At FirstSun Capital Bancorp (FSUN) Have Changed Its Investment Story

In the past quarter, FirstSun Capital Bancorp reported a sharp rise in net charge-offs to US$42,404,000 and a Q2 2026 net loss of US$22.85 million, despite net interest income increasing to US$143.2 million year on year. Alongside these results, the company authorized a share repurchase program of up to US$150 million through June 30, 2027, signaling management’s confidence while absorbing merger-related expenses and higher credit costs. We’ll now examine how the surge in credit losses and...
NasdaqCM:THRY
NasdaqCM:THRYSoftware

Thryv (THRY) Stock Price Sinks On Losses And SaaS Guidance Cut

The market did not hesitate with Thryv Holdings. The stock closed at US$2.97, a one day collapse of more than 30%, as investors reacted to a fresh quarterly loss and a reset of software growth expectations. This is a sentiment reckoning. Thryv posted Q2 revenue of US$150.7m with a net loss of US$16.7m, while management cut full year guidance for its software as a service business after prioritising product investment over sales hires. The price move indicates that fear is in charge, but the...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

Grab Stock And 2 Penny Stocks With Strong Revenue Growth

Penny stocks often sit at the crossroads of opportunity and risk, especially when global growth, inflation and interest rate paths keep shifting across regions. The Financially Fit Penny Stocks screener aims to tilt that balance in your favour by focusing on companies trading below 5 that also show signs of solid financial health. That combination can help you hunt for early stage potential while keeping an eye on balance sheet strength. In this article you will see three of the most...
NasdaqGS:IDYA
NasdaqGS:IDYABiotechs

IDEAYA Biosciences (IDYA) Stock Faces Loss Pressure Despite Revenue Traction

IDEAYA Biosciences stock inched up about 2% to US$36.11 after earnings, a muted move for a company that just reminded investors what high growth biotech risk looks like. The headline is not the revenue line. It is the size and persistence of the losses. Q2 net loss sat around US$112 million with basic earnings per share near US$1.22 in the red. The market seemed willing to shrug off that burn for now, helped by a still solid trailing twelve month revenue base, but the sentiment test is...
NasdaqGS:PYPL
NasdaqGS:PYPLDiversified Financial

Did Higher Q2 Revenue And A Maintained Dividend Just Shift PayPal's (PYPL) Investment Narrative?

In late July 2026, PayPal Holdings, Inc. reported second-quarter 2026 results showing sales rising to US$8,682 million while net income and earnings per share eased slightly year on year, and also affirmed a quarterly dividend of US$0.14 per share payable on September 25, 2026. The combination of higher revenue, softer profitability and an ongoing dividend program gives investors fresh information on how PayPal is balancing growth investment with returning cash to shareholders. Against this...
NYSE:TFC
NYSE:TFCBanks

Truist Financial (TFC) Could Be 6% Undervalued Following Its Digital Banking Win

Truist Financial (TFC) just picked up the top overall ranking from Barlow Research for its Small Business Online and Mobile Banking platforms, putting a fresh spotlight on the bank’s digital tools for more than 1.2 million business clients. See our latest analysis for Truist Financial. The recent digital banking recognition comes as Truist Financial’s share price sits at US$52.66, with a 1-year total shareholder return of 26.77% and a 3-year total shareholder return of 89.59%. The...
NYSE:TPB
NYSE:TPBTobacco

Turning Point Brands (TPB) Stock Rises As Nicotine Pouches Squeeze Earnings

Turning Point Brands walked into this earnings report with a premium P/E of 35.9x and a stock that had slipped over the past month. The market shrugged that off and marked the shares up about 2.6% today. The reason sits squarely in nicotine pouches. Modern Oral revenue jumped to nearly half of total net sales in the quarter, while group revenue reached about US$143 million. Investors now face a clear trade off. The growth engine looks powerful, yet adjusted EBITDA fell sharply as Turning...
NYSE:IBTA
NYSE:IBTAMedia

Ibotta (IBTA) Stock Surges As Revenue Growth Returns Despite Margin Risk

Ibotta went into this earnings print with a stock that had been treading water. Over the past month the share price moved only 4.9% and the 90 day return sat just under 1%. Then the quarterly report hit and the stock ripped 51.9% higher to US$37.34. The headline is simple. Ibotta returned to year over year revenue growth faster than management had guided and did it with US$88.9m of Q2 revenue and US$16.5m of adjusted earnings before interest, tax, depreciation and amortization. Free cash flow...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

Grab (GRAB) Stock Quietly Prices In A Sharper Profit Story

Grab Holdings stock inched up 1.4% to US$3.72 into the close, a muted move for what was a very loud quarter. The market treated the print as business as usual. The numbers tell a different story. Q2 basic earnings per share of US$0.06 and net income of US$252 million landed alongside record adjusted EBITDA of US$168 million with a 16.9% margin and a guidance upgrade. For a ride hailing and delivery platform that spent years chasing volume, this is now a profitability story. The real question...
NYSE:MED
NYSE:MEDPersonal Products

Medifast (MED) Stock Rally Leans On Cash As Coach Base Shrinks

Medifast shares ripped 34% higher to about US$13.08, even though the latest quarter still showed losses and shrinking scale. Traders focused on the relief that revenue held around US$76.4 million and that losses stayed in the single digit millions. The real story sits on a longer timeline. Management is betting that a 10 year metabolic health pivot, backed by a debt free balance sheet with almost US$170 million in cash and investments, can eventually turn these lean quarters into something...
NYSE:TKR
NYSE:TKRMachinery

Timken Stock And Other Regional Manufacturers Holding Up Under High Rates

Regional manufacturing stocks are sitting in a tricky spot as the Federal Reserve keeps interest rates high and inflation holds around 3% to 4%. Borrowing stays expensive and growth can feel restrained, yet factories across the U.S., Canada, and Mexico are still expanding. For investors, that mix of pressure and resilience can reveal companies with balance sheets and cash flows that hold up when money is not cheap. This article walks through three regional manufacturing stocks that are...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Palantir (PLTR) Stock Reprices As Profitability Catches Up With AI Demand

Palantir Technologies just delivered the kind of quarter that forces investors to rethink the story. The stock closed at US$162.66 after a 29.45% surge in a single session, yet the real jolt sits in the income statement. Q2 revenue reached US$1.94b and basic earnings per share came in at US$0.44, powered by what management highlighted as strong U.S. commercial and government demand for its software and artificial intelligence platforms. Heading into this report, Palantir was already priced as...
NYSE:VNO
NYSE:VNOOffice REITs

Vornado Realty Trust (VNO) Stock Gains Attention As FFO Strengthens Margins Stay Thin

Vornado Realty Trust stock closed at US$40.91, up 2.5% on the day, as investors quickly rewarded what looked like a cleaner, stronger quarter. The headline is simple. Funds From Operations, the key metric for a real estate investment trust, landed at US$0.83 per share in Q2, up sharply from Q1, with comparable FFO of US$0.67 beating market expectations. Short term traders focused on the pop. Longer term investors are weighing a different question: can this improving FFO run rate and firm...
NYSE:DDD
NYSE:DDDMachinery

3D Systems (DDD) Stock Rallies On Hardware Strength As Losses Persist

The market just threw 3D Systems a vote of confidence. The stock jumped about 26% to US$3.56 after the Q2 print, a sharp move for a company that has been wrestling with losses and volatility. The headline is simple: hardware demand in core industrial and healthcare 3D printing is pulling the story forward while profitability remains elusive. Revenue landed at US$94.6m and non generally accepted accounting principles adjusted earnings before interest, tax, depreciation and amortization were...
NasdaqGS:EA
NasdaqGS:EAEntertainment

Electronic Arts (EA) Stock Can Earnings Strength Justify A 49x P E

The market barely flinched on Electronic Arts, with the stock drifting only 0.1% lower around US$210, even as the headline numbers quietly reset the profit story. Q1 2027 basic earnings per share came in at about US$1.58 on revenue of roughly US$1.99b, feeding into trailing 12 month earnings of about US$4.33 per share. The real tension for sentiment sits in valuation. Electronic Arts now trades on a P/E near 49x, well above US entertainment peers and above one prominent discounted cash flow...
NasdaqGS:HSIC
NasdaqGS:HSICHealthcare

Henry Schein (HSIC) Stock Rises On Margin Gains And Higher Guidance

Henry Schein stock closed up 3.0% at US$89.11, which indicates that the market responded positively. The headline is simple: this was a margin story. Non GAAP operating margin reached 7.21% and adjusted EBITDA came in at US$288 million, which gave investors confidence that the profit engine in this healthcare distributor is still working. Short term traders are reacting to the beat and the raised non GAAP earnings guidance. Longer term holders will focus on whether this early lift in...
NYSE:M
NYSE:MMultiline Retail

Macy's (M) Earnings Surprises Put Valuation Back In Focus

Macy's (M) stock recently set a new 52 week high after a series of earnings surprises that exceeded expectations, drawing fresh attention to the retailer ahead of its next quarterly report. See our latest analysis for Macy's. For context, Macy's share price has gained 12.73% over the past 30 days and 32.24% over 90 days, while its 1 year total shareholder return of 126.69% and 5 year total shareholder return of 64.26% point to strong momentum that recent earnings surprises have brought back...
NYSE:PEG
NYSE:PEGIntegrated Utilities

Public Service Enterprise Group (PEG) Stock Slips As Profit Pressure Clouds Guidance

Public Service Enterprise Group came into this earnings print with a stock that has drifted lower in recent weeks, down about 6% over the past month, and it slipped another 0.5% today. That is a mild reaction for a utility that just posted Q2 2026 basic earnings per share of US$0.67 and reaffirmed full year non GAAP guidance at US$4.28 to US$4.40. The tension for you as an investor is clear. The share price is soft while management leans on a steady earnings story and a large multi year...