U.S. Mortgage REITs Stock News

NYSE:REXR
NYSE:REXRIndustrial REITs

Assessing Rexford Industrial Realty (REXR) Valuation After Recent Share Price Swings

Why Rexford Industrial Realty (REXR) is on investors’ radar Rexford Industrial Realty (REXR) is drawing renewed attention after recent share price swings, with the stock closing at $38.97 as investors reassess its role within industrial real estate exposure. See our latest analysis for Rexford Industrial Realty. Rexford’s recent 0.65% 1 day share price return comes after a softer patch, with the 90 day share price return of 6.86% and 3 year total shareholder return of 30.19% pointing to...
NYSE:HIMS
NYSE:HIMSHealthcare

Regulatory Scrutiny Puts Hims And Hers GLP 1 Growth Story To The Test

Hims & Hers Health (NYSE:HIMS) is facing heightened regulatory and legal scrutiny over its compounded semaglutide weight loss pill, launched as a lower cost alternative to Wegovy. The FDA has issued public statements targeting unapproved compounded GLP-1 drugs and has specifically referenced Hims & Hers in this context. The Department of Health and Human Services has referred Hims & Hers to the Department of Justice for a potential investigation into federal law compliance. Novo Nordisk is...
NYSE:SKY
NYSE:SKYConsumer Durables

A Look At Champion Homes (SKY) Valuation After Strong Q4 Earnings Beat And Cash Flow Performance

Champion Homes (SKY) shares moved after the company reported fourth quarter 2025 results with adjusted earnings and EBITDA above analyst expectations, stronger free cash flow, and net sales growth despite pressure on operating margins. See our latest analysis for Champion Homes. At a share price of $83.59, Champion Homes has seen a 6.65% 7 day share price return and a softer 30 day share price return of 4.03%. The 1 year total shareholder return of 19.53% contrasts with a 5 year total...
NasdaqGS:WABC
NasdaqGS:WABCBanks

A Look At Westamerica Bancorporation (WABC) Valuation After Earnings And Revenue Beat Expectations

Westamerica Bancorporation (WABC) recently reported fourth quarter 2025 results that came in ahead of revenue and earnings estimates, supported by low cost deposits, disciplined expenses, stable asset quality, and maintained capital strength. See our latest analysis for Westamerica Bancorporation. At a share price of $52.48, Westamerica Bancorporation has seen momentum build recently, with a 30 day share price return of 9.31% and a 1 year total shareholder return of 7.07%. This suggests...
NasdaqGS:TPG
NasdaqGS:TPGCapital Markets

TPG (TPG) EPS Breakout To US$0.50 Tests Bullish Profitability Narratives

TPG (TPG) closed out FY 2025 with fourth quarter revenue of US$1.5 billion and basic EPS of US$0.50, while trailing twelve month revenue reached US$4.7 billion and EPS came in at US$1.21. Over the last few quarters, revenue has moved from US$855.4 million in Q3 2024 to US$1.1 billion in Q4 2024, then to US$1.0 billion in Q1 2025, US$920.5 million in Q2 2025, and US$1.2 billion in Q3 2025, with quarterly EPS ranging from roughly flat at US$0.00 in Q2 2025 to US$0.50 in Q4 2025. With analysts...
NasdaqGS:SONO
NasdaqGS:SONOConsumer Durables

Sonos (SONO) Is Up 19.0% After Margin Gains And Buybacks Offset Flat Sales - Has The Bull Case Changed?

In early February 2026, Sonos reported fiscal first-quarter revenue of US$545.66 million with net income of US$93.8 million and completed a US$45.36 million share repurchase program covering 3,010,242 shares, or 2.5% of its stock, while also filing a US$139.10 million shelf registration tied to an employee stock plan. Alongside these financial moves, Sonos launched its installer-focused Amp Multi product and highlighted cost controls that lifted margins even as sales stayed roughly flat...
NasdaqGS:CCOI
NasdaqGS:CCOITelecom

Reassessing Cogent Communications (CCOI) Valuation After Recent Share Price Rebound

If you are wondering whether Cogent Communications Holdings is attractively priced or just a value trap, you are not alone. This article will focus squarely on what the current share price could mean for investors. The stock has returned 9.8% over the last 30 days and 17.8% year to date, although the 1 year return of 67.7% and 3 year return of 56.1% highlight that many holders will still be sitting on losses. Recent coverage around Cogent has centered on its position in the US telecom sector...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

CrowdStrike (CRWD) Valuation Check As Aramco Cybersecurity MoU Draws New Attention

CrowdStrike Holdings (CRWD) is back in focus after signing a memorandum of understanding with Aramco in Saudi Arabia, outlining plans to support a Kingdom-wide cybersecurity model and AI driven protection across critical infrastructure. See our latest analysis for CrowdStrike Holdings. The MoU with Aramco lands after a volatile stretch, with CrowdStrike’s 30-day share price return of 17.42% and 90-day share price return of 26.73% both negative, even as the 3-year total shareholder return sits...
NasdaqGS:SFM
NasdaqGS:SFMConsumer Retailing

Is Sprouts Farmers Market (SFM) Share Price Fall Creating A Long Term Opportunity Now

If you are wondering whether Sprouts Farmers Market's share price still lines up with its fundamentals, you are not alone. This article is designed to help you make sense of that question. The stock currently trades at US$67.32, with returns of a 5.1% decline over 7 days, a 9.9% decline over 30 days, a 16.5% decline year to date, and a 59.9% decline over 1 year, but very large gains over 3 and 5 years at 106.6% and 206.4% respectively. These moves have drawn more attention to how the market...
NYSE:BDC
NYSE:BDCElectronic

Is Belden (BDC) Finally Fairly Priced After Its Strong Recent Share Price Rally?

Wondering if Belden at around US$139.75 is priced for perfection or still offers room for value? This article will walk you through what the current market price might be implying. The stock has seen strong recent moves, with returns of 18.9% over 7 days, 23.5% over 30 days, 18.6% year to date, 21.6% over 1 year, 58.3% over 3 years and 212.3% over 5 years. Recent coverage of Belden has focused on its position in the technology and connectivity space and how investors are reacting to that...
NasdaqGS:TTWO
NasdaqGS:TTWOEntertainment

Take Two Earnings Beat Sets Stage For GTA VI Profit Shift

Take-Two Interactive Software (NasdaqGS:TTWO) reported a strong Q3 2026 earnings beat. The company raised its full year outlook following the Q3 2026 results. Take-Two confirmed Grand Theft Auto VI will launch in November 2026. Management framed the upcoming GTA VI release as a potential transformational catalyst for future profitability. Take-Two, the publisher behind franchises such as Grand Theft Auto and NBA 2K, sits at the center of the premium console and PC gaming market. With large...
NYSE:UVV
NYSE:UVVTobacco

Universal (UVV) Valuation Check After Recent Share Price Momentum

Why Universal Stock Is On Investors’ Radar Universal (UVV) has drawn attention after recent share price moves, with the stock showing mixed short term returns but positive performance over the month and past 3 months, prompting a closer look at its fundamentals. See our latest analysis for Universal. At a share price of US$57.82, Universal has logged a 30 day share price return of 8.83% and a year to date share price return of 9.97%, while its 1 year total shareholder return of 16.61%...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

Qualcomm Balances Chip Shortage Pressures With Expansion Beyond Smartphones

Qualcomm (NasdaqGS:QCOM) reports record revenue and earnings but signals a cautious outlook as global memory chip shortages weigh on smartphone production. Supply constraints are affecting handset manufacturers even where consumer demand exists, creating near term pressure on Qualcomm's core mobile business. The company is accelerating diversification, announcing moves in automotive, IoT, robotics, and data centers, including acquisitions of Alphawave Semi and Ventana Micro Systems. Qualcomm...
NYSE:SITE
NYSE:SITETrade Distributors

Is It Too Late To Consider SiteOne (SITE) After Recent Share Price Gains?

If you are wondering whether SiteOne Landscape Supply is fairly priced at around US$150 a share, you are not alone. This article is here to unpack what that tag might really mean for you. The stock has recently recorded returns of 4.5% over 7 days, 16.3% over 30 days, 20.0% year to date and 12.7% over 1 year, with a much flatter 2.1% over 3 years and an 8.3% decline over 5 years. Recent market attention on SiteOne has been driven mainly by ongoing interest in building products and services...
NasdaqGS:SHOP
NasdaqGS:SHOPIT

Shopify And Swanson Health Partnership Highlights AI Subscriptions For Investors

Swanson Health has launched a new eCommerce and subscription platform powered by Shopify and Ordergroove. The platform uses AI driven personalization to support customer engagement and global scalability. The collaboration positions Shopify as a core provider for brands seeking rapid digital commerce transformation. For investors watching Shopify, ticker NasdaqGS:SHOP, this update adds detail on how the platform is being used by established consumer brands. Shopify shares most recently...
NasdaqGM:WLFC
NasdaqGM:WLFCTrade Distributors

Assessing Willis Lease Finance (WLFC) Valuation After Strong Multi Year Shareholder Returns

Why Willis Lease Finance Has Caught Investor Attention Willis Lease Finance (WLFC) has attracted investor attention after its share price moved sharply in recent months, with gains over the past month and the past three months prompting closer scrutiny of the business. See our latest analysis for Willis Lease Finance. At a latest share price of $200.18, Willis Lease Finance has shown strong momentum, with a 30 day share price return of 34.61% and a 90 day share price return of 66.29%, while...
NasdaqGS:CCB
NasdaqGS:CCBBanks

Does Coastal Financial (CCB) Have a Profitability Puzzle Behind Rising Net Interest Income?

Coastal Financial Corporation recently reported fourth-quarter 2025 results, with net interest income rising to US$79,370,000 from US$72,380,000 a year earlier, while net income eased to US$12,640,000 and diluted earnings per share from continuing operations slipped to US$0.82. The combination of higher net interest income but lower earnings per share highlights shifting profitability drivers within Coastal Financial’s business model during the quarter. We’ll now examine how the higher net...
NYSE:FLS
NYSE:FLSMachinery

Flowserve (FLS) One Off Loss Of US$551.6m Tests Bullish Earnings Growth Narrative

Flowserve (FLS) has wrapped up FY 2025 with fourth quarter revenue of US$1.2 billion and a basic EPS loss of US$0.23, while trailing 12 month figures show revenue of US$4.7 billion and basic EPS of US$2.66. Over recent quarters the company has seen revenue move from US$1.14 billion in Q1 2025 to US$1.22 billion in Q4 2025, with basic EPS ranging from US$0.56 in Q1 to US$1.69 in Q3 before the latest quarterly loss. This sets up a mixed picture for profitability and margins. See our full...
NYSE:LW
NYSE:LWFood

A Look At Lamb Weston (LW) Valuation After Executive Chair And CFO Appointments

Lamb Weston Holdings (LW) has been in focus after the board appointed Jan Eli B. Craps as Executive Chair and named James D. Gray as incoming CFO, both supported by substantial equity-based incentives and a new inducement stock plan. See our latest analysis for Lamb Weston Holdings. The leadership shake up and new inducement stock plan have arrived alongside strong recent momentum, with a 24.4% 1 month share price return and year to date gain of 18.52%. However, the 1 year total shareholder...
NasdaqCM:ABAT
NasdaqCM:ABATMetals and Mining

Did Earnings Progress and New EV-Savvy CFO Just Shift American Battery Technology's (ABAT) Investment Narrative?

American Battery Technology Company recently reported past second-quarter 2026 results showing sales rising to US$4.76 million and basic loss per share from continuing operations narrowing to US$0.07, while also filing a US$46.25 million shelf registration for 13,103,332 common shares related to its employee stock ownership plan. At the same time, the company announced leadership changes, including appointing experienced automotive and battery finance executive Alejandro Flores Arteaga as...
NYSE:ITW
NYSE:ITWMachinery

Illinois Tool Works (ITW) Is Up 12.4% After Raising EPS Outlook And Completing US$3 Billion Buyback – Has The Bull Case Changed?

In early February 2026, Illinois Tool Works reported fourth-quarter 2025 results showing higher sales of US$4,093 million and increased earnings per share, while full-year profits eased even as revenue inched up to US$16.04 billions. The company coupled these results with 2026 guidance calling for modest revenue growth and higher GAAP EPS, plus completion of a US$3.01 billions buyback that reduced its share count by just over 4% since August 2023. With these earnings, 2026 guidance, and...
NYSE:EVR
NYSE:EVRCapital Markets

Did Record 2025 Results, Capital Returns, and EMEA Hire Just Shift Evercore's (EVR) Investment Narrative?

Evercore Inc. reported past fourth-quarter 2025 revenue of US$1,297.03 million and net income of US$203.95 million, capping a year in which full-year revenue rose to US$3.88 billion and net income reached US$591.92 million. The firm coupled these record results with a quarterly dividend of US$0.84 per share, share repurchases totaling 829,918 shares under its 2025 program, and the hiring of senior consumer banker Jonathan Dale to bolster its EMEA franchise. We’ll now examine how this...
NasdaqGS:KTOS
NasdaqGS:KTOSAerospace & Defense

Kratos Mighty Hornet IV Test Puts Taiwan Drone Opportunity In Focus

Kratos Defense & Security Solutions and Taiwan’s NCSIST have completed a successful test of the Mighty Hornet IV Attack UAV. The test validated systems integration and operational performance, supporting plans to produce and deploy large numbers of these drones in Taiwan. This collaboration reflects deeper defense ties between the US and Taiwan and aims to supply advanced, cost-focused unmanned systems for the Asia Pacific region. For investors watching NasdaqGS:KTOS, this test fits into a...
NYSE:UBER
NYSE:UBERTransportation

Assessing Uber Technologies (UBER) Valuation After Recent Share Price Pullback

What recent returns say about Uber Technologies (UBER) Uber Technologies (UBER) has seen its share price under pressure recently, with a 0.6% decline over the past day, 6.6% over the past week, and double digit declines over the past month and past 3 months. See our latest analysis for Uber Technologies. Zooming out, the recent share price pullback sits against a more mixed picture, with a year to date share price return of a 9.76% decline but a 3 year total shareholder return of 117.99%,...