U.S. Mortgage REITs Stock News

Healthpeak Properties (DOC) just shook up its capital strategy by shifting to monthly dividends with a rising payout, while planning to monetize up to $1 billion of outpatient medical offices to fuel new investments. See our latest analysis for Healthpeak Properties. Despite the strategic shift, sentiment has been soft, with a year to date share price return of negative 18.2 percent and a one year total shareholder return of negative 18.27 percent. This suggests momentum is still under...

American Tower (AMT) just got hit with a downgrade that puts 2026 growth risks and EchoStar rent exposure under the microscope, even though its latest quarter and updated guidance painted a much stronger near term picture. See our latest analysis for American Tower. At around $179.55, American Tower’s recent 7 day and 30 day share price gains have been overshadowed by a weaker 90 day share price return and a negative 1 year total shareholder return. This suggests momentum is fading as...

Castle Biosciences (CSTL) has quietly turned into one of this year’s surprising healthcare winners, with the stock up about 68% over the past 3 months and roughly 36% year to date. See our latest analysis for Castle Biosciences. That move has come as investors have warmed to Castle’s mix of steady revenue growth and narrowing losses, with a 30 day share price return of just over 10% building on a powerful 90 day rally and stronger multi year total shareholder returns. If Castle’s run has you...

After Morgan Stanley cut its rating on SPS Commerce (SPSC) to Equal Weight, investors began reassessing how much near term growth is realistically left in the tank given softer retail conditions and tariff pressures. See our latest analysis for SPS Commerce. That caution has clearly filtered into sentiment, with the 1 year total shareholder return down 56.57 percent and the year to date share price return off 53.21 percent. The stock has edged up in the past month as investors reassess...

In recent days, Insperity’s partnership with Workday has been highlighted as potentially transformative, aiming to modernize its HR technology platform and expand into larger mid-market clients through the HRScale offering. This push to upgrade its technology stack and deepen client integration is being framed as a way to bolster retention and reinforce the resilience of Insperity’s outsourcing model despite recent earnings and analyst concerns. We’ll now examine how the Workday-enabled...

If you have been wondering whether Deere is still a buy after its long run, this breakdown will walk through whether the current price offers genuine value or just reflects a great story already priced in. The stock has cooled slightly in the short term, with shares down around 1.3% over the last week and 1.1% over the past month, but it is still up 10.7% year to date and 88.5% over 5 years. This makes timing and valuation especially important. Recent headlines have focused on Deere's...

If you have been wondering whether Target at roughly $93 a share is a bargain or a value trap, you are not alone. This article is here to walk you through that question step by step. Despite a modest 3.0% gain over the last week and 3.2% over the past month, the stock is still down 31.8% year to date and 28.1% over the last year. That combination makes it look like a potential recovery story with a side of risk. Recent headlines have focused on Target navigating shifting consumer spending...

Black Stone Minerals (BSM) just signed a 220,000 gross acre development agreement with Caturus Energy, setting up a six year drilling runway that directly targets rising Gulf Coast natural gas demand. See our latest analysis for Black Stone Minerals. The deal lands at a time when momentum is quietly turning in BSM’s favor, with an 18.6% 3 month share price return and a hefty 5 year total shareholder return above 200%, hinting that investors see durable cash flow ahead. If this kind of long...

AST SpaceMobile is preparing to present at the UBS Global Media and Communications Conference on December 8, while advancing the December 15 launch of its next-generation BlueBird 6 satellite and ramping up new manufacturing sites in Texas and Florida to scale a direct-to-smartphone space-based cellular network. Backed by more than US$1.00 billion in contracted revenue commitments from partners including AT&T, Verizon, American Tower, Google, and stc Group, the company’s push toward a 45–60...

Viasat (VSAT) is back on investors radar as its Iris technology lands a key role with ITA Airways and the ViaSat 3 constellation underpins a major upgrade to Inmarsat Maritime NexusWave services. See our latest analysis for Viasat. Those wins are landing against a powerful backdrop, with Viasat’s share price up sharply this year and a 1 year total shareholder return of 278.22 percent. This suggests momentum is building as the market reassesses its growth and risk profile. If Viasat’s...

Western Digital (WDC) has quietly turned into one of the market’s stronger long term rebound stories, with the stock up roughly 76% over the past 3 months and more than tripling over the past year. See our latest analysis for Western Digital. That surge has been driven less by a single headline than by a steady reset in expectations, as investors increasingly price in stronger storage demand and improving margins while Western Digital’s powerful 1 year total shareholder return signals that...

Allison Transmission Holdings (ALSN) has quietly turned in a solid run lately, with the stock up about 5% over the past week and roughly 14% over the past month, despite a weaker year to date. See our latest analysis for Allison Transmission Holdings. That recent 1 month share price return of 14.36% looks more like a sentiment reset than a blip, especially when you set it against a weaker year to date and a still impressive 3 year total shareholder return of 128.35%. If Allison’s move has you...

Leidos Holdings (LDOS) has been on many investors radar this year, and its latest pullback is prompting fresh questions about whether the stock is offering a more attractive entry point again. See our latest analysis for Leidos Holdings. Despite the recent pullback, Leidos’ 1-year total shareholder return of 21.72 percent and standout 79.17 percent three year total shareholder return suggest longer term momentum is still firmly intact, even as the 1 month share price return cools. If you like...

PG&E (PCG) has quietly slipped about 9% over the past month, even though earnings and cash flow have been relatively stable. This may present an interesting entry point for patient utility investors. See our latest analysis for PG&E. Zooming out, PG&E’s share price has fallen sharply this year, with a weak year to date share price return and a negative one year total shareholder return. This suggests momentum has cooled as investors reassess regulatory and execution risks despite improving...

BGC Group (BGC) has quietly slipped about 4% over the past month and 13% in the past 3 months, even though its underlying business continues to grow and may give investors an intriguing setup. See our latest analysis for BGC Group. Zooming out, BGC’s recent pullback sits within a year where the share price return has drifted modestly lower, even as its multi year total shareholder return remains strongly positive. This suggests momentum has cooled, but the longer term story is still...

In late November 2025, Asiacell announced it was adopting Cisco’s AI-driven Provider Connectivity Assurance platform to improve real-time monitoring, diagnostics, and self-healing capabilities across its nationwide Iraqi network. This deployment underscores how Cisco’s AI-enabled automation tools are moving deeper into live carrier networks, reinforcing its position in AI-powered networking and service assurance. Now we’ll examine how surging AI infrastructure demand and Cisco’s raised...

Core & Main (CNM) just posted its Q3 2026 numbers, with revenue at about $2.1 billion and EPS of roughly $0.72, against a trailing twelve month haul of $7.8 billion in revenue and $2.29 in EPS that reflects 6.1% earnings growth over the past year. The company has seen revenue move from $7.0 billion to $7.8 billion on a trailing basis while EPS has climbed from $2.11 to $2.29. This sets up an earnings profile where profit growth is outpacing a more modest top line and keeps margins firmly in...

Omnicom Group (OMC) has quietly slipped about 6% over the past 3 months and sits well below its recent highs, inviting a closer look at whether the current price fairly reflects its fundamentals. See our latest analysis for Omnicom Group. Zooming out, the 1 year total shareholder return of negative 17.6 percent and year to date share price return of negative 15.3 percent suggest momentum has clearly faded, even as Omnicom continues to post solid underlying growth. If Omnicom’s recent pullback...

If you are wondering whether Chevron, at around $148 a share, is a bargain or a value trap, you are not alone. This breakdown will help you see where the numbers actually point. Despite a solid 105.5% return over five years, the stock is down 1.2% over the last week, 4.2% over the last month, and about 1.0% over the past year, which has some investors questioning whether this is a temporary pause or a shift in sentiment. Recent moves in energy prices, shifting expectations around interest...

Wondering if Snap at around $7.92 is a beaten down trap or a quietly mispriced opportunity? Let us unpack what the market might be getting wrong about this stock. Over the last week the share price has nudged up about 3.4%, but that comes after a rough stretch with the stock down roughly 8.9% over 30 days and 29.5% year to date, and still about 84.7% below where it was five years ago. Those moves are happening against a backdrop of ongoing product pushes in augmented reality and improvements...

Himax Technologies and Liqxtal Technology recently showcased the Liqxtal Pro-Eye vision-care monitor at the 2025 Taiwan Healthcare+ Expo, featuring Himax’s WiseEye AI-powered facial recognition and eye-tracking to reduce ciliary-muscle strain, ease digital eye fatigue, and enhance on-screen privacy for intensive and senior users. The collaboration highlights how Himax is applying its ultra-low power AI sensing and optical expertise beyond core display drivers, turning everyday screens into...

Park Hotels & Resorts has recently announced additional non-core hotel sales, including properties in Kansas City, Seattle, and Sonoma, while reaffirming its 2025 outlook despite some pressure from the government shutdown. The planned disposal of remaining marketable non-core hotels over the next 12 months marks a significant shift toward a more focused, higher-quality portfolio for the REIT. We’ll now examine how Park’s plan to sell its remaining non-core hotels over the next year may...

If you are wondering whether Chipotle Mexican Grill is finally priced for perfection or quietly offering value again, you are not alone. This stock has been on many watchlists lately. After a volatile stretch that includes a 10.3% gain over the last month but a steep 48.0% slide over the past year, Chipotle sits at an intriguing crossroads between recovery story and value trap. Recent headlines have focused on Chipotle's continued store expansion, investments in digital ordering, and...

In December 2025, The Hanover Insurance Group’s board approved an increase in its quarterly dividend to US$0.95 per share, payable on December 26, 2025, to shareholders of record as of December 12, 2025. This higher payout can be read as a signal of management’s confidence in the company’s cash generation and balance-sheet strength, which is especially relevant for income-focused investors assessing insurer stability. We’ll now examine how Hanover’s higher quarterly dividend influences its...