U.S. Mortgage REITs Stock News

Supernus Pharmaceuticals stock climbed about 3% to roughly US$46, even as the company reported another quarterly loss. The headline this quarter is not the revenue line, which reached about US$219 million. The real story is the sharp hit to profitability, with basic earnings per share swinging to a loss of about US$1.01 and net income showing a loss of roughly US$58 million. For investors, today’s modest bounce comes against a backdrop of pressure on margins and a trailing twelve month loss...

Philip Morris International (PM) stock is in focus after a landmark Brazilian lawsuit targeting cigarette makers reached a key procedural milestone. All legal submissions are now complete, and the case is awaiting a liability ruling. See our latest analysis for Philip Morris International. Philip Morris International’s recent 1-day share price decline of 1.79% and 7-day fall of 6.37% sit against a stronger backdrop, with a 30-day share price return of 2.82%, a 90-day gain of 9.90%, and a...

Brink's stock has delivered a 63.1% return over the past three years, yet its current valuation signals present a mixed picture, with the shares screening as undervalued on market multiples but only partly supported by broader valuation checks. Brink's 63.1% return over three years points to solid shareholder gains that now need to be weighed against how much value is already reflected in the price. Expectations around Brink's ability to sustain cash generation from its security and...

CNH Industrial walked into this earnings day with a flat near term record and a rich valuation story. The stock had slipped over the past week and three months, yet it now trades at about $10.80, up roughly 5% on the session, and on a P/E of about 43x that sits well above peers. The headline is simple. Q2 showed modest revenue of about $4.8b and net income of $138m while margins over the past year remained thin and leverage coverage stayed uncomfortable. The market cheered the print anyway...

National HealthCare (NHC) stock has drawn fresh attention after recent trading, with the shares last closing at US$222.76. Investors are weighing this price against the company’s current fundamentals and recent return profile. See our latest analysis for National HealthCare. Although National HealthCare’s share price slipped around 1.5% over the last day and 3.6% over the past week, the stock still shows firm momentum, with a 31.5% 90 day share price return and a 134.9% 1 year total...

Aurinia Pharmaceuticals has delivered a 50.1% gain over the past three years, yet its valuation checks still point to the stock looking cheap on several fronts. Recent share price softness adds to the question of whether the current US$14.57 level is giving investors a discount or simply reflecting caution about the business. The 50.1% return over three years suggests patient shareholders have already seen meaningful value created, which raises the bar for new buyers. Future growth in...

ServisFirst Bancshares recent share performance and business profile ServisFirst Bancshares (SFBS) has drawn investor attention after recent share price moves, with the stock last closing at $90. The company operates in the regional banking space with a focus on business and personal financial services. ServisFirst Bancshares operates through ServisFirst Bank and offers deposit accounts, a range of real estate and commercial loans, and various consumer lending products. It also provides...

In late July 2026, Carrier Global Corporation reported second-quarter 2026 results showing higher revenue of US$6,351 million but lower net income of US$501 million year over year and confirmed it had completed a US$7.52 billion share repurchase program launched in 2021, having bought back 126,876,374 shares in total. On the same day, Carrier Global raised its full-year 2026 sales guidance to approximately US$23 billion from about US$22 billion, signaling management’s confidence in the...

Douglas Dynamics went into this print with a stock that had already cooled, down over 16% across the past month, and the market clipped another 4.8% off the share price after the release. That reaction jars with the headline story. The company posted record Q2 revenue of US$214.6m and record adjusted earnings per share of US$1.22, both backed by stronger preseason demand for work truck attachments. For a business often seen as a weather call option, this quarter focused on profit quality...

Fabrinet stock has delivered a very strong 389.1% return over the past 5 years, yet its current share price of US$455.94 sits at a premium to the intrinsic value suggested by a Discounted Cash Flow (DCF) estimate, while earnings based valuation checks suggest the stock is closer to fairly priced than clearly expensive. The 389.1% 5 year return highlights how strongly sentiment has shifted in favor of Fabrinet and sets a high bar for expectations. Future revenue and cash flow growth can...

Tradeweb Markets (TW) is back in focus after reporting second quarter 2026 results that showed higher revenue and net income compared with a year earlier, alongside ongoing dividends and recently completed share repurchases. See our latest analysis for Tradeweb Markets. Despite the solid second quarter update, Tradeweb Markets has seen its share price drift, with a 90 day share price return decline of 7.7% and a 1 year total shareholder return decline of 27.8%. However, the 3 year total...

Sportradar Group entered this earnings season with a stock that had already been under pressure over the past month. The latest report then triggered a sharp 15% slide to €12.34, as the market focused on a fresh quarterly net loss and softer sentiment around growth bets in sports data and betting technology. Beneath that reaction, the headline was different. Sportradar Group reported €378m of Q2 revenue and solid adjusted earnings before interest, tax, depreciation and amortisation, supported...

Align Technology guidance update and what it could mean for investors Align Technology (ALGN) issued new earnings guidance for the third quarter and full year 2026 on July 29, alongside second quarter results and a buyback update, giving investors fresh data points to assess the stock. See our latest analysis for Align Technology. Guidance for softer third quarter revenue, one time restructuring charges and the recent product updates around Align Technology’s digital platform appear to be...

Global growth downgrades, sticky inflation and supply chain disruptions are pushing investors to reassess where risk and resilience really sit in their portfolios. At the same time, governments are increasing funding for renewable energy and green technologies, which can reshape expectations for future cash flows and policy support across the sector. This article looks at how that mix of pressure and support may affect selected renewable energy stocks today. It will walk through 3 stocks from...

Kosmos Energy came into this earnings print with a value label attached, trading on a low price to sales multiple and sitting at US$2.69 at the prior close. The stock then slipped nearly 6% to US$2.53 as the market digested the Q2 2026 release. That move was accompanied by a shift back into profit, with basic earnings per share of US$0.31 and net income of US$184.8m on US$607.6m of revenue. For a company known for persistent losses and balance sheet worries, this quarter places profitability...

First Horizon stock has more than doubled over the past three years, yet the latest intrinsic value work using the Excess Returns model suggests the market price may still be below what the underlying business justifies. First Horizon has returned 108.5% over the past three years, which puts extra focus on whether recent gains already reflect its fundamentals. The company run stress test results, which show capital ratios staying well above regulatory minimums in severe scenarios, can...

Big tech gains lifting the Nasdaq and S&P 500, easing oil prices after US Iran diplomatic moves, and fresh signals of manufacturing strength have put US Consumer Discretionary stocks back in focus. With investors watching earnings from high profile names like Palantir and SpaceX and looking ahead to the next jobs report, some larger US consumer focused companies in our screener look closely tied to these trends. This article breaks down 3 stocks that appear positively exposed to the latest...

Graham Holdings Company reported past second-quarter and first-half 2026 results, with revenue rising to US$1,302.51 million and US$2,538.50 million, and net income increasing to US$281.10 million and US$310.21 million, respectively, alongside much higher earnings per share from continuing operations versus a year earlier. The jump in earnings per share from continuing operations, from US$8.35 diluted a year ago to US$64.86, highlights a very large improvement in profitability across the...

Indivior Pharmaceuticals stock just shed 6.6% in a single session, yet the latest quarter reads more like a profitability step change than a collapse in confidence. The company printed Q2 basic earnings per share of US$1.02 on revenue of US$343 million, both comfortably above the prior quarter levels. Over the trailing twelve months that has translated into a 26.7% net margin against just 9.2% a year earlier. The market is focusing on the headline price drop. The earnings story is about a...

Rising inflation, hawkish comments from Federal Reserve officials and uncertainty around the next move on interest rates are reshaping how investors think about banks and insurers. Some stocks could benefit if higher rates support lending margins or investment income, while others may face pressure from funding costs and credit risks. This article focuses on three stocks from our Financial Sector screener that appear closely tied to these rate and policy trends. You will see how each stock is...

AES stock is back in focus as a potential takeover and a long term share price decline of 26.1% over five years meet a set of valuation checks that currently lean cheap, including an intrinsic value estimate from a Discounted Cash Flow (DCF) that points to meaningful upside versus the market price. Over the past five years, AES shares have declined 26.1%, which keeps the stock trading well below where longer term holders bought in and puts more weight on whether today’s price offers a margin...

FedEx stock has returned 76.0% over the past year, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples currently lean toward the shares trading below what the fundamentals imply. That sets up an important check for investors on whether the recent gains have simply closed a gap or if the market is still pricing FedEx cautiously. FedEx has gained 76.0% over the past year, which puts the current share price in sharp focus against its underlying earnings power...

In July 2026, AtriCure, Inc. reported second-quarter results showing higher revenue of US$153.6 million and a shift from a net loss to net income of US$8.96 million, alongside new full-year 2026 guidance projecting revenue of US$602 million to US$610 million and net income per share of US$0.05 to US$0.13. On the same day, AtriCure also filed two ESOP-related shelf registrations for up to 2,250,000 common shares totaling US$78.84 million, highlighting both improving profitability and plans to...

The market just marked TG Therapeutics down hard, with the stock dropping about 11% the day after earnings, even as the core multiple sclerosis drug story looked stronger on the surface. Investors came in after a solid 12 month run, only to be met with an earnings print that paired powerful BRIUMVI revenue of about US$228 million with a sharp hit to bottom line profit. The headline this quarter is margin pressure. Heavy manufacturing related charges cut reported net income to US$7.8 million...