U.S. Mortgage REITs Stock News

NYSE:CUBI
NYSE:CUBIBanks

Following Strong Earnings, Is Customers Bancorp (CUBI) Still Below Fair Value?

Customers Bancorp (CUBI) has come into focus after reporting second quarter 2026 results that included higher net interest income and net income year over year, along with active options trading that points to elevated volatility expectations. See our latest analysis for Customers Bancorp. At a share price of $80.55, Customers Bancorp has posted an 8.12% year to date share price return. The 1 year total shareholder return of 26.99% and 5 year total shareholder return of 104.34% point to...
NYSE:ES
NYSE:ESElectric Utilities

Eversource Energy (ES) After Earnings Drop Is The Stock Still Fairly Valued

What the latest earnings mean for Eversource Energy stock Eversource Energy (ES) reported second quarter 2026 results with sales of US$2,903.19 million and net income of US$53.68 million, alongside a sharp year over year drop in earnings per share. See our latest analysis for Eversource Energy. Following the earnings release, Eversource Energy’s share price, now at US$71.95, shows mixed momentum, with a 1-year total shareholder return of 14.21% contrasted with a 5-year total shareholder...
NYSE:AN
NYSE:ANSpecialty Retail

AutoNation (AN) Lifted Profitability, Is The Stock Still Undervalued?

AutoNation (AN) drew fresh attention on July 31, 2026, after reporting second quarter and first half earnings that showed higher profitability despite slightly softer revenue, along with an update on its long running share repurchase program. See our latest analysis for AutoNation. AutoNation's latest earnings and long running buyback activity come alongside a 15.6% 30 day share price return and a 10.2% 1 year total shareholder return. Taken together, these figures suggest momentum has picked...
NYSE:RACE
NYSE:RACEAuto

Ferrari (RACE) Draws Fresh Valuation Focus, Is The Stock Still Cheap?

Ferrari (NYSE:RACE) is back in focus after recent trading put the stock around $401, prompting investors to reassess how its luxury performance car business and broader brand ecosystem align with current valuation and return profiles. See our latest analysis for Ferrari. Recent trading strength puts Ferrari's 1 month share price return at 4.24% and 3 month share price return at 19.34%, while the 1 year total shareholder return is down 8.12%, and the 5 year total shareholder return is 88.71%...
NasdaqGM:LUNR
NasdaqGM:LUNRAerospace & Defense

Intuitive Machines (LUNR) Lands Goonhilly And COMSAT Deal Plus L3Harris Defense Work

Intuitive Machines (NasdaqGM:LUNR) has completed the acquisition of Goonhilly Earth Station in the UK and US based satellite communications provider COMSAT. The company has also been selected by L3Harris to provide spacecraft platforms for satellites in the US Space Development Agency's missile defense program. These developments expand Intuitive Machines' role in space communications infrastructure and US national security related space programs. Intuitive Machines is best known for its...
NYSE:TGT
NYSE:TGTConsumer Retailing

How Investors Are Reacting To Target (TGT) Turning Good & Gather Into A Cookbook-Fueled Grocery Engine

Target recently launched “Good & Gather: Discover Delicious Every Day,” a 100-recipe cookbook built around its Good & Gather owned-brand ingredients, all available in-store and online, underscoring its push to make food and beverage a stronger traffic driver. The cookbook effectively turns Target’s test kitchen and Good & Gather range into an integrated meal-planning ecosystem, encouraging guests to shift more everyday grocery and pantry spending to the retailer. We’ll examine how using the...
NasdaqGS:CACC
NasdaqGS:CACCConsumer Finance

Credit Acceptance (CACC) Heads Into Earnings As Leadership Changes Test Whether The Stock Is Fully Valued

Credit Acceptance (CACC) is back in focus as investors look ahead to its Q2 2026 earnings release and call on August 4, alongside several recent changes in its executive and board ranks. See our latest analysis for Credit Acceptance. At a share price of US$572.97, Credit Acceptance has seen a 26.23% year to date share price return and a 27.06% total shareholder return over the past year, even as the 30 day share price return declined 12.81%. This suggests that recent leadership changes and...
NYSE:VPG
NYSE:VPGElectronic

Is Vishay Precision Group (VPG) Cheap Following AI And Defense Demand Ahead Of Earnings?

Vishay Precision Group (VPG) is drawing fresh attention ahead of its second quarter 2026 earnings on August 5, as investors focus on order momentum tied to AI, defense, and robotics demand. See our latest analysis for Vishay Precision Group. At a share price of $91.60, Vishay Precision Group has seen strong momentum over the past year, with the share price return year to date of 133.20% and a one year total shareholder return of 243.59%. This comes even after a 30 day share price decline of...
NasdaqGS:IART
NasdaqGS:IARTMedical Equipment

Is Integra LifeSciences Holdings (IART) Undervalued As Profit Returns And Guidance Resets?

Integra LifeSciences earnings swing and guidance reset Integra LifeSciences Holdings (IART) has moved from a prior year net loss to a modest profit and paired that with fresh third quarter and full year 2026 revenue guidance. The company reported second quarter 2026 sales of US$418.76 million compared with US$415.61 million a year earlier, with net income of US$4.48 million replacing a prior year net loss of US$484.07 million. See our latest analysis for Integra LifeSciences Holdings. Integra...
NasdaqGS:CDW
NasdaqGS:CDWElectronic

CDW (CDW) Heads Into Q2 As AI Demand Tests A Fairly Valued Narrative

Why CDW’s upcoming Q2 report is drawing fresh attention CDW (CDW) is back in focus as investors look ahead to its second quarter 2026 results, with expectations for high single digit EPS growth supported by AI driven demand and a solid backlog. Management also points to growing momentum in professional and managed services, which are expected to add more recurring revenue over time. That mix shift is an important part of how many investors are now thinking about CDW stock. See our latest...
NYSE:FBIN
NYSE:FBINBuilding

Fortune Brands Innovations (FBIN) Faces A Leadership Change, Is The Stock Cheap?

Leadership change and upcoming earnings focus attention on Fortune Brands Innovations Fortune Brands Innovations (FBIN) is in the spotlight after Executive Vice President and Chief Legal Officer Hiranda S. Donoghue decided to leave the company on July 31, 2026. Jack N. Melamed will step in on an interim basis. This leadership transition comes just ahead of the company’s earnings report on Tuesday, where the market expects revenue to decline 3.9% year on year, similar to the 3% decline...
NYSE:GS
NYSE:GSCapital Markets

Will Goldman Sachs' (GS) Bond Issuance and Premium ETFs Shift Its Core Investment Narrative?

In late July 2026, The Goldman Sachs Group, Inc. issued a wide range of fixed-rate, callable senior and MTN notes across maturities from 2027 to 2046, including multiple tranches in the US$1 million to US$15.52 million range. Alongside these bond offerings, Goldman Sachs drew fresh attention for premium income ETFs outpacing key rivals and for high-profile market commentary on technology valuations, volatility and portfolio construction. We’ll now examine how Goldman’s active bond issuance...
NasdaqGS:FORM
NasdaqGS:FORMSemiconductor

3 Stocks That May Be Priced Below Their Estimated Value In August 2026

The United States market has recently experienced a 2.4% climb over the past week and a notable 20% increase over the last year, with earnings projected to grow by 17% annually in the coming years. In such an environment, identifying stocks that are potentially priced below their estimated value can be crucial for investors aiming to capitalize on future growth opportunities.
NYSE:EROC
NYSE:EROCElectrical

First Internet Bancorp And 2 Other Growth Companies With Significant Insider Ownership

The United States market has shown robust performance, rising 2.4% over the last week and climbing 20% over the past year, with earnings anticipated to grow by 17% annually in the coming years. In this thriving environment, growth companies with significant insider ownership can be particularly appealing as they often indicate confidence from those closest to the business's operations and future prospects.
NYSEAM:TGEN
NYSEAM:TGENBuilding

Unearthing August 2026's Promising Penny Stocks

The United States market has shown robust performance, with a 2.4% increase over the last week and a 20% rise over the past year, alongside forecasts of annual earnings growth at 17%. Penny stocks, though an older term, continue to hold relevance as they often represent smaller or newer companies that can offer significant growth potential at lower price points. By focusing on those with strong balance sheets and solid fundamentals, investors may find opportunities for upside while mitigating...
NYSE:KOP
NYSE:KOPChemicals

Exploring Three Undiscovered Gems in the US Market

The United States market has shown a robust performance recently, climbing 2.4% in the last week and 20% over the past year, with earnings anticipated to grow by 17% annually in the coming years. In this dynamic environment, identifying stocks that are not only positioned for growth but also remain under-the-radar can offer intriguing opportunities for investors seeking to diversify their portfolios.
NasdaqCM:PLSE
NasdaqCM:PLSEMedical Equipment

Why Pulse Biosciences (PLSE) Is Up 6.4% After NANOPULSE-AF Trial Hits Enrollment Midpoint And What It Means

In July 2026, Pulse Biosciences, Inc. reported that its pivotal NANOPULSE-AF Study of the nPulse System for atrial fibrillation had passed the enrollment midpoint, highlighting rapid recruitment since the study’s April 2026 start and real-world alignment with first-line ablation practice. This pace of enrollment, supported by early safety and efficacy signals and an intuitive nano-PFA catheter, underscores growing clinician enthusiasm for the nPulse platform in a competitive cardiac ablation...
NYSE:AMH
NYSE:AMHResidential REITs

American Homes 4 Rent (AMH) Gains After Earnings As Valuation Questions Linger

American Homes 4 Rent (AMH) is back in focus after reporting higher year over year sales, net income and earnings per share for the second quarter and first half of 2026. See our latest analysis for American Homes 4 Rent. The recent earnings update appears to have supported buying interest in American Homes 4 Rent, with a 1-day share price return of 3.26% and a year to date share price return of 8.11%. Over the past five years, however, the total shareholder return of a 3.36% decline points...
NasdaqGS:ADP
NasdaqGS:ADPProfessional Services

What Automatic Data Processing (ADP)'s Strong Q4 2026 Results and AI Adoption Means For Shareholders

Automatic Data Processing, Inc. has reported its fourth-quarter and full-year 2026 results, with quarterly sales of US$3,342.1 million, revenue of US$5,473.8 million, and net income of US$978.6 million, all higher than a year earlier, and full-year revenue rising to US$21.95 billion with earnings per share also increasing. Beyond the headline growth, management emphasized broad-based adoption of its AI-powered HR tools and international platforms, which appears to be lifting client retention...
NasdaqGS:NWE
NasdaqGS:NWEIntegrated Utilities

NorthWestern Energy Group (NWE) Reaffirms 2026 Guidance, Is It Still Undervalued?

NorthWestern Energy Group (NWE) has affirmed its 2026 earnings guidance and long term rate base and EPS growth targets, following a fresh quarterly dividend declaration and its latest second quarter earnings report. See our latest analysis for NorthWestern Energy Group. Despite reaffirmed 2026 guidance and a fresh dividend declaration, NorthWestern Energy Group’s recent share price momentum has softened. The 7 day share price return is 4.69% and the 30 day share price return is 3.39%. This...
NYSE:WST
NYSE:WSTLife Sciences

Stronger Q2 Results, Guidance Hike, Buybacks Might Change The Case For Investing In West (WST)

In late July 2026, West Pharmaceutical Services reported higher second-quarter sales of US$872.3 million and net income of US$154 million year over year, raised its full-year 2026 revenue outlook, and completed US$454.28 million of share repurchases under its February 2026 buyback program. Beyond the headline numbers, the company’s upgraded organic revenue guidance, tied to momentum in biologics and biosimilars-related products, signals growing confidence in its higher-value...
NasdaqCM:SWMR
NasdaqCM:SWMRAerospace & Defense

Drone Stocks In Focus As Black Sea Attacks Raise Defense Demand

Escalating drone attacks on Russian logistics hubs and commercial shipping in the Black Sea are a stark reminder that geopolitical risk can ripple quickly through global supply chains, energy flows, and defense spending priorities. For investors, it raises the question of which stocks might benefit from higher demand for surveillance, counter drone technology, and secure logistics, and which could face greater operational risk. This article looks at 3 stocks from a Defense and Military...
NasdaqGS:ORIC
NasdaqGS:ORICBiotechs

Do ORIC Pharmaceuticals’ Widening Losses But Lower Per-Share Losses Reveal a Strategic Trade-Off for ORIC?

In the past quarter, ORIC Pharmaceuticals, Inc. reported a second-quarter 2026 net loss of US$41.49 million, up from US$36.36 million a year earlier, while basic and diluted loss per share from continuing operations improved to US$0.38 from US$0.47. For the first half of 2026, net loss widened to US$77.26 million compared with US$66.38 million a year ago, yet basic and diluted loss per share narrowed to US$0.72 from US$0.89, highlighting the impact of a larger share count on per-share...
NasdaqGS:HAS
NasdaqGS:HASLeisure

Hasbro (HAS) Following Q2 Results And Digital Growth Narrative Looks Undervalued

Hasbro (HAS) just reported second quarter 2026 results, with sales of US$1,139.6 million and net income of US$160.9 million, compared with sales of US$980.8 million and a net loss a year earlier. See our latest analysis for Hasbro. The latest quarterly results arrive after a mixed stretch for Hasbro’s stock, with the share price up 14.12% over the past month but down 6.17% over the past quarter, while the 1 year total shareholder return of 22.83% highlights stronger longer term momentum. If...