U.S. Mortgage REITs Stock News

Wondering if STAG Industrial is still a smart way to play the e commerce logistics trend, or if the stock has quietly moved beyond a good value? That is exactly what we are going to unpack here. Despite a small pullback of 2.9% over the last week and 2.0% over the past month, STAG is still up 14.2% year to date, with gains of 9.4% over 1 year, 31.2% over 3 years, and 52.1% over 5 years. This suggests the market has steadily warmed up to its story. Recent headlines have focused on STAG...

Earlier this month, Azenta, Inc. announced that its Board authorized a share repurchase program of up to US$250 million through December 31, 2028, funded by cash and operating flows, shortly after management outlined an active M&A pipeline of around 60 tuck-in targets at its 2025 Investor Day. The combination of a sizeable buyback aimed at perceived undervaluation and a disciplined M&A focus on margin-accretive, recurring-revenue assets signals a sharpened capital allocation approach at...

Earlier this month, Edwards Lifesciences held its Analyst/Investor Day, following a period of strong financial performance, upbeat earnings commentary, and higher guidance that has supported an Outperform view from some research providers despite ongoing insider share sales. The combination of robust sales growth and an improved outlook appears to be reinforcing confidence in Edwards’ cardiovascular portfolio, even as investors weigh risks such as a high P/E ratio and potential leadership...

If you are wondering whether Voyager Technologies at around $26 a share is a bargain or a value trap, you are not alone. This breakdown is designed to give you a clear, no nonsense view of what the numbers actually say. The stock has bounced sharply in the short term, up 11.7% over the last week and 33.5% over the past month, even though it remains down around 53.0% year to date. That pattern suggests sentiment and perceived risk are shifting quickly. That swing has come as investors refocus...

Wondering if Comcast is finally cheap enough to be interesting, or just a value trap in disguise? This breakdown will walk you through what the current price is really telling us. The stock has drifted lower, with shares down 0.3% over the last week, 1.0% over the past month, and 27.2% year to date. This naturally raises questions about whether the market is mispricing its long term prospects. Recently, Comcast has stayed in the spotlight as investors weigh cord cutting pressures against the...

Pegasystems Inc. recently announced a collaboration with Moody’s Corporation that integrates Moody’s entity verification data into Pega’s Client Lifecycle Management and Know Your Customer workflows for financial institutions worldwide. This tie-up embeds Moody’s data directly into compliance and onboarding processes, deepening its role in financial risk workflows and potentially reinforcing its competitive position in analytics and regulatory solutions. We’ll now examine how embedding...

B of A Securities just reiterated its Underperform call on Cheniere Energy Partners (NYSE:CQP) while trimming expectations further. This move lines up with broader caution across LNG names facing tighter profit margins. See our latest analysis for Cheniere Energy Partners. The cautious call comes as CQP trades near $52.94, with recent share price returns soft and sector wide LNG pressure keeping sentiment muted. Even so, its five year total shareholder return above 100 percent indicates that...

In recent days, Rocket Lab Corporation reported that its Neutron rocket’s reusable “Hungry Hippo” fairing has passed qualification testing and is en route to Virginia for first-launch preparations, while the company’s Canadian subsidiary secured a CA$999,951 Canadian Space Agency grant to develop a new medium-class reaction wheel for 500–1,000 kg satellites. Together, these milestones underline Rocket Lab’s push into reusable medium-lift launch and higher-capacity satellite components,...

Earlier this week, Prudential Financial’s board approved a share repurchase program of up to US$1.00 billion of common stock, running from January 1, 2026 through December 31, 2026, alongside several new senior unsecured bond offerings and a planned CIO transition in 2026. The size and timing of the buyback, funded within an active capital markets program and paired with a change in investment leadership, highlight how Prudential is reshaping its balance sheet and investment operations at...

LifeStance Health Group (LFST) just posted a standout quarter, with revenue up 16% year over year, beating expectations and prompting management to lift full year guidance above peers, a combination that immediately boosted investor confidence. See our latest analysis for LifeStance Health Group. The upbeat earnings report has arrived after a volatile spell, with a 90 day share price return of about 33% starting to rebuild confidence following a weaker year to date and a slightly negative 1...

If you are wondering whether Teva Pharmaceutical Industries is still a buy after its big run, you are not alone. This stock has quickly moved from contrarian idea to front and center on many investors watchlists. Over the last week Teva is up 4.7%. It has climbed 17.2% over the past month, and the stock is now sitting on a 39.9% gain year to date and an 80.5% rise over the last year, with a 242.8% return in 3 years and 197.6% over 5 years. Much of this momentum reflects a shift in how the...

If you are wondering whether DoorDash is still a smart buy after its huge run, or if you are late to the party, this article unpacks what the current price implies about its value. DoorDash has climbed 1.1% over the last week, 9.9% over the past month, and 33.3% year to date, with a 333.1% gain over three years that has meaningfully changed how the market prices its risk and growth story. Recent headlines have focused on DoorDash doubling down on its logistics network and expanding beyond...

Wondering if Plug Power at around $2.32 is a bargain or a value trap? You are not alone, and this is exactly the question we are going to tackle head on. Over the last week the stock is up about 5.5%, roughly 3.3% over the past month, but returns are still slightly negative year to date and deeply underwater over 3 and 5 years, down 83.5% and 92.7% respectively. Those swings have come alongside ongoing headlines about Plug Power's push to scale its green hydrogen ecosystem, including new...

In early December 2025, Cadence Design Systems reported strong third-quarter results with about US$1.36 billion in billings, completed its Secure-IC acquisition, and CEO Anirudh Devgan sold 20,000 shares under a pre-arranged Rule 10b5-1 plan. The company’s efficient 7.7-month customer acquisition cost payback, upgraded 2025 revenue outlook, and expanding AI-driven portfolio underpin confidence in its long-term demand profile despite competitive and geopolitical risks. We’ll now examine how...

Recent moves in Becton Dickinson (BDX) have been driven by two MedTech updates: a global rollout of next generation cell analyzers and a new ChemoGLO alliance focused on hazardous drug contamination testing. See our latest analysis for Becton Dickinson. Those launches and the ChemoGLO tie up land at a moment when momentum is tentatively improving, with a 90 day share price return of 8.16% but a weaker one year total shareholder return of 9.01%. If you like the defensive healthcare angle here,...

Cognizant Technology Solutions (CTSH) is back on investors radar after a busy December, combining fresh AI investment in India with a multi year digital transformation deal in Germany that tightens its long term growth story. See our latest analysis for Cognizant Technology Solutions. The latest AI investments and multi year European deals seem to be landing well with the market, with a roughly 16% 1 month share price return taking Cognizant to $83.94 and adding to an already solid multi year...

Why Bio-Techne Is Back On Investors Radar Bio-Techne (TECH) has quietly fallen about 18% this year, even as the stock gained roughly 14% over the past 3 months. This has set up an interesting reset in expectations for long term holders. See our latest analysis for Bio-Techne. That mix of a weak year to date share price return of about negative 18 percent, together with a solid 90 day share price rebound, suggests sentiment is stabilizing as investors refocus on Bio Techne’s steady revenue and...

Nu Holdings’ Nubank recently explored acquiring a small, already-licensed bank in Brazil while continuing to roll out new products and expand across key Latin American markets and into the U.S. This combination of potential bank acquisition and wider geographic push highlights how Nu is trying to deepen monetization of its large, existing customer base. We’ll now examine how Nu’s pursuit of a Brazilian bank license via acquisition could influence its investment narrative and long-term growth...

Entergy stock performance and recent moves Entergy (ETR) has quietly pulled back about 3% over the past month, even though shares are still up roughly 28% over the past year, so the setup now looks more interesting for patient income investors. See our latest analysis for Entergy. That recent 1 month share price dip contrasts with a much stronger year to date share price return and a 1 year total shareholder return close to 28%, signaling that momentum is cooling but the longer term trend...

If you are wondering whether Klarna Group is a bargain or a value trap at current levels, this article will walk through what the numbers are really saying about the stock. Despite all the buzz around fintech, Klarna's share price has drifted lower recently, slipping about 0.8% over the last week and roughly 9.3% over the past month, and is now down around 32.1% year to date. Recent headlines have focused on Klarna's continued push into new markets and partnerships, alongside ongoing debate...

Wondering if Norwegian Cruise Line Holdings is a bargain or a value trap at around $20.86 a share? You are not alone, and this breakdown will help you cut through the noise. Despite being down 19.5% year to date and 22.2% over the last year, the stock has bounced 10.3% in the last week and 14.1% over the past month, while still sitting on a 45.7% gain over three years. Those swings are happening against a backdrop of steady post pandemic cruising demand, ongoing capacity ramp ups across the...

Earlier in December 2025, Ulta Beauty reported third-quarter results showing sales rising to US$2,857.62 million while net income softened slightly, raised full-year 2025 guidance to around US$12.30 billion in net sales with a 12.3%–12.4% operating margin and US$25.20–US$25.50 EPS, and confirmed fourth-quarter EPS guidance of US$7.61–US$7.90 with operating margin of 12%–12.3%. Management linked this upgraded outlook to strong sales growth, record loyalty engagement and exclusive brand...

Badger Meter (BMI) has quietly bounced back over the past month, climbing about 5% even though the stock is still down sharply this year. This move has drawn fresh attention to its long term growth story. See our latest analysis for Badger Meter. Even after the recent bounce, the share price is still well below where it started the year. Yet a strong five year total shareholder return above 100% suggests longer term momentum has not completely broken. If Badger Meter’s move has you rethinking...

Hub Group (HUBG) is back in focus after two tough years, with earnings per share dropping about 28% annually and unit sales sagging, raising fresh questions about how durable its core profit engines really are. See our latest analysis for Hub Group. Even with those pressure points, the stock has staged a sharp near term rebound, with a 1 month share price return of just over 20% and a 3 month share price return above 16%. However, the 1 year total shareholder return is still negative and...