U.S. Mortgage REITs Stock News

With markets shaped by geopolitical tensions, volatile energy prices and shifting central bank signals, many investors are looking for stocks where underlying cash generation does more of the heavy lifting than sentiment. That is where the Undervalued Stocks Based On Cash Flows screener can help. It highlights companies that SWS DCF analysis suggests trade below their estimated fair value while still offering solid cash flow potential. In this article, you will see three of the stocks from...

Revolution Medicines has delivered a very strong share price run over the past few years, yet its valuation checks lean expensive. This sets up a clear tension between recent returns and what the broader metrics say about value. Revolution Medicines has returned about 6.4x over the past 3 years. This places the stock in a very strong performance bracket and raises the bar for what future progress needs to justify. The FDA review of daraxonrasib following positive survival data can support...

Applied Materials previously announced it would hold its fiscal third-quarter 2026 earnings conference call on August 13, 2026, as AI-driven semiconductor investments and stronger-than-expected guidance highlighted growing demand for its chipmaking equipment and advanced packaging services. At the same time, rising capital expenditure plans from major customers such as Taiwan Semiconductor Manufacturing and Intel underscore how central Applied Materials has become to the buildout of...

Earlier this week, Brown-Forman’s board approved a regular quarterly cash dividend of US$0.2310 per share on its Class A and Class B stock, payable on October 1, 2026 to shareholders of record on September 3, 2026, while stockholders re-elected directors, approved executive pay and ratified Ernst & Young as auditor at the annual meeting. The dividend decision, which extends an 82-year run of quarterly payouts and 42 years of increases, comes just after long-serving CEO and President Lawson...

Ellington Financial (EFC) recently reported an estimated book value per common share of $13.61 as of June 30, 2026, which incorporates its previously declared $0.13 monthly dividend payable on July 31. See our latest analysis for Ellington Financial. Ellington Financial’s share price has been relatively range bound, with a 90 day share price return of 1.75% and a year to date share price return down 2.27%. Its 1 year total shareholder return of 13.69% points to stronger gains once dividends...

Babcock & Wilcox Enterprises (BW) has moved to retire all $61.4 million of its 6.50% Senior Notes due 2026 while also unveiling a share repurchase program of up to $50 million. See our latest analysis for Babcock & Wilcox Enterprises. The latest debt redemption and buyback plans come after a sharp 33% decline in the 30 day share price return and a 12.6% fall in the past day. However, Babcock & Wilcox Enterprises still has a 1 year total shareholder return that is many times its 3 year and 5...

Vita Coco Company (COCO) has just posted Q2 2026 results with revenue of US$216.2 million and basic EPS of US$0.86, setting a clear marker for how the business is currently performing. The company’s quarterly revenue increased from US$168.8 million in Q2 2025 to US$216.2 million in Q2 2026, while basic EPS over the same period rose from US$0.40 to US$0.86. On a trailing twelve month basis, EPS is US$1.92 on revenue of US$706.0 million, giving investors a set of earnings that point to a...

Caterpillar (CAT) is in focus after a rising backlog for data center power equipment, the Skycatch acquisition, and another dividend increase. These developments highlight a mix of growth opportunities and valuation questions. See our latest analysis for Caterpillar. Caterpillar’s share price has eased 10.63% over the past month after a strong run. However, its year to date share price return of 48.52% and very large 5 year total shareholder return of 368.46% suggest momentum has been strong...

RTX (RTX) has just posted its Q2 2026 numbers, with revenue of US$24.7b and basic EPS of US$1.58, after earning US$22.1b of revenue and EPS of US$1.24 in Q2 2025. The company has seen quarterly revenue move from US$21.6b in Q2 2025 to US$24.7b in Q2 2026, while basic EPS over the same period went from US$1.24 to US$1.58. This may lead investors to focus on how the higher net profit margin fits into the RTX earnings story. See our full analysis for RTX. With the headline figures on the table,...

Regulators are tightening market rules, central banks are lifting rates to tackle inflation, and geopolitical tensions are adding extra uncertainty to energy prices. For Financial Exchanges & Market Infrastructure Providers, that mix can reshape trading volumes, risk management needs, and demand for market data. Some stocks in this group may see fresh interest as investors look for ways to handle more complex market conditions, while others could face new pressures from regulation and funding...

General Dynamics (GD) is back in focus after announcing a planned legal leadership transition, with long-serving general counsel Greg Gallopoulos set to retire and deputy general counsel Nick Barnaby designated as his successor. See our latest analysis for General Dynamics. Against this backdrop, General Dynamics’ recent legal leadership news lands at a time when momentum is already strong. The company has a 30-day share price return of 12.32% and a 90-day share price return of 23.48%,...

Recent analyst upgrades following positive drilling updates and progress at Fervo Energy (FRVO) Cape Station project have put the geothermal developer back in focus, as investors reassess its long term contracted revenue base. See our latest analysis for Fervo Energy. Despite the positive drilling updates and Cape Station progress, Fervo Energy’s share price return has been weak, with the stock down 8.93% over the last day, 24.39% over 30 days, and 34.28% year to date. This suggests sentiment...

In recent quarters, a record wave of Americans reaching age 65 has driven unprecedented demand for annuities, with industry sales topping US$100 billion in the first quarter as retirees seek protection against outliving their savings. Corebridge Financial has emerged as one of the providers offering among the top current income guarantees for near-retirees, putting it firmly in focus as investors reassess how retirement-income leaders might fit into long-term portfolios. We’ll now examine...

Expand Energy (EXE) is drawing fresh attention as it heads into its second quarter 2026 earnings release on July 28, with higher capital spending planned while production is expected to remain broadly flat. See our latest analysis for Expand Energy. At a share price of $91.52, Expand Energy has seen short term share price momentum pick up, with a 7 day share price return of 3.85%. However, the year to date share price return is down 16.63% and the 5 year total shareholder return is 113.91%,...

When central banks hint at interest rate moves and leading technology and energy companies rethink their future, some stocks end up far more exposed to the news than others. This article looks at how those policy signals and company plans could matter for your portfolio, focusing on large, financially solid stocks that sit in a middle ground of risk. By the end, you will have a clear picture of 3 stocks from the Technology and Energy Sector Leaders screener that may be relevant in the context...

Tinder’s expanded Events rollout across additional US and European cities has put Match Group (MTCH) back in focus, as investors weigh how live experiences and app changes might influence long term engagement and monetisation. See our latest analysis for Match Group. Match Group’s recent Tinder Events rollout comes as the stock trades at $37.91, with a 1 month share price return of 7.27% and year to date share price return of 19.44%, set against a 1 year total shareholder return of 12.24% and...

In the past quarter, Reliance, Inc. reported second-quarter 2026 results with sales rising to US$4,630 million and net income to US$322.9 million, alongside higher basic and diluted EPS from continuing operations versus a year earlier. Alongside these stronger earnings, Reliance disclosed that it has now completed a long-running share repurchase program totaling 47,125,366 shares for US$4,935.62 million, signaling a long-term focus on capital returns. Next, we’ll examine how Reliance’s...

In recent days, Advanced Micro Devices used its Advancing AI 2026 event to launch the Helios rack‑scale AI platform, next‑generation Instinct MI455X accelerators and 6th Gen EPYC “Venice” CPUs, while securing multi‑gigawatt AI infrastructure partnerships and an up to US$5.00 billion equity and hardware deal with Anthropic. Together with expanded collaborations across cloud providers, software partners and robotics players, these moves push AMD from a component supplier toward a full‑stack AI...

Talen Energy recently reported quarterly results showing higher revenue and a move from a GAAP net loss to a net profit compared with the prior year, while Morgan Stanley and Wells Fargo reiterated positive analyst ratings and Jefferies maintained a neutral stance. This combination of improving profitability and generally supportive analyst views raises questions about how durable Talen’s earnings profile could be within wholesale power markets. We’ll now examine how Talen’s shift to net...

Recent commentary around EMCOR Group (EME) has centered on its Q1 2026 results, which included US$4.63b in revenue, 19.7% year over year growth and 16.8% organic growth, along with increased attention on data center projects. See our latest analysis for EMCOR Group. EMCOR Group’s share price has pulled back recently, with the stock down 12.1% over the past month and 14.4% over the past three months. This comes even as the year to date share price return is 16.6% and the 5 year total...

Vertiv Holdings Co has become a focal point for valuation debates, with a very large 3 year share price gain set against a low overall value score, while the Discounted Cash Flow (DCF) intrinsic value estimate still points to the stock trading below that modeled fair value. Vertiv's very large 3 year return suggests investors have already priced in a substantial shift in the company's prospects. Recent moves to expand liquid cooling and AI ready data center infrastructure, alongside...

In the past week, GE Vernova reported second-quarter 2026 results showing revenue of US$11,104 million and net income of US$668 million, with basic earnings per share from continuing operations of US$2.49. Alongside this, the company highlighted a very large US$176 billion backlog and raised full-year revenue guidance, underscoring strong demand tied to AI-driven power and grid modernization. We’ll now examine how this expanding backlog tied to AI power demand could influence GE Vernova’s...

Dauch (DCH) recently changed its corporate name from American Axle & Manufacturing Holdings, Inc., a shift that puts fresh attention on how the stock’s recent share performance lines up with the company’s current fundamentals and business mix. See our latest analysis for Dauch. Since the rebrand, Dauch’s share price has slipped 7.7% over the past 90 days and is down 15.6% year to date. However, the 1 year total shareholder return of 11.2% suggests longer term holders have seen some recovery,...

Meta Platforms stock has pulled back over the past year even as valuation analysis currently points to the shares trading below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and on earnings multiples. Over the past 3 years, Meta Platforms has returned 84.5%, which sets a high bar for future returns and makes the current valuation especially important to scrutinize. Heavy spending on AI data centers and the potential to rent out compute capacity can support long...