U.S. Mortgage REITs Stock News

Earlier this week, Truist Securities initiated coverage of Lemonade with a positive rating, underscoring the insurer’s AI-driven, digital-first business model and growth ambitions. This shift in analyst sentiment adds a new layer of external validation to Lemonade’s technology-focused approach at a time when expectations around its path to profitability are already in focus. We’ll now look at how Truist’s upbeat initiation, centered on Lemonade’s AI-powered insurance platform, could reshape...

Why NetScout Systems Is On Investors’ Radar Today NetScout Systems (NTCT) has been drawing attention after a period where its share price has moved differently across time frames, including a 1 day decline, a flat month, and positive past 3 months and 1 year returns. See our latest analysis for NetScout Systems. With the share price at $27.20, NetScout Systems has seen a 5.84% 90 day share price return and a 25% 1 year total shareholder return, which indicates recent momentum alongside some...

Amcor recently confirmed it will implement a 1-for-5 reverse stock split approved by shareholders, scheduled to take effect after trading on 14 January 2026, while investors await its upcoming second-quarter earnings report amid expectations for modest single-digit EPS growth. Analyst confidence, reflected in generally positive ratings and insider share purchases, suggests the reverse split and earnings update are being viewed as part of a broader effort to reshape how the company is...

Increased interest in Zoom Communications (ZM) is centering on its upcoming earnings, where consensus points to quarterly EPS of US$1.48 and expected 5% growth, along with a consistent record of topping analyst estimates. See our latest analysis for Zoom Communications. Zoom's recent updates, including the AI focused Solopreneur 50 initiative, come as the share price sits at US$85.65, with a 90 day share price return of 6.69% and a 1 year total shareholder return of 7.20%. This suggests...

If you are wondering whether Church & Dwight’s current share price reflects its true worth, you are not alone. This article walks through what the numbers are saying about value. The stock recently closed at US$85.86, with returns of 2.4% over the last 7 days, 3.9% over the last 30 days and year to date, and a 15.2% decline over the past year, which raises questions about how the market is currently pricing its prospects and risks. Recent company updates and broader sector news have kept...

Maximus (MMS) caught investor attention after its Board of Directors approved a 10% increase in the quarterly cash dividend to $0.33 per share, which signals confidence in the company’s earnings and government services franchise. See our latest analysis for Maximus. The dividend news comes as Maximus shares trade at US$94.92, with a 30 day share price return of 16.02% and a 1 year total shareholder return of 24.31%, suggesting momentum has been building around the business in recent...

If you have been wondering whether Stifel Financial is fairly priced at around US$130 a share, this article explains what the current market price might be implying about the company’s value. The stock has shown solid returns recently, with gains of 3.9% over 7 days, 2.5% over 30 days, 1.4% year to date, 21.9% over 1 year, 120.6% over 3 years and 174.4% over 5 years. These figures can influence how investors think about both upside potential and risk. Recent coverage of Stifel Financial has...

If you are wondering whether Old Republic International at around US$43 is offering good value today, you are in the right place for a clear, valuation focused look at the stock. The share price has seen a 5.8% decline over the last 7 days and a 0.6% decline over the last 30 days, although the 1 year return sits at 36.4% and the 3 year and 5 year returns are 119.2% and 239.6% respectively. These moves have come alongside ongoing investor interest in the wider insurance sector and how...

If you are wondering whether Universal Technical Institute is still attractively priced after a strong run, you are not alone. The share price recently closed at US$27.98, with returns of 7.1% over 7 days, 14.4% over 30 days, 12.6% year to date and 10.8% over the last year, which invites a closer look at what you are paying for. Recent coverage has focused on Universal Technical Institute's position in the US consumer services space and how investors are reacting to its long term performance...

In recent days, several major banks including Bank of America and Citi have revised their views on Allegiant Travel, moving to more neutral stances and updating their outlooks on the airline amid a broader reassessment of the low‑cost carrier space. This cluster of rating changes highlights that, while analysts still flag leverage and liquidity pressures, they now view Allegiant’s market positioning and capacity discipline more constructively than before. With these analyst upgrades...

If you are wondering whether Gap shares still offer value at current levels, this article walks through what the numbers say about the stock. Gap's share price recently closed at US$28.42, with returns of 11.0% over 7 days, 8.7% over 30 days, 12.8% year to date, 23.1% over 1 year, 148.1% over 3 years and 53.9% over 5 years. Recent coverage has focused on how the company is repositioning its brands and refining its store footprint, which has been closely watched by investors. These...

Black Hills Corp. has completed and energized its 260-mile, US$350 million Ready Wyoming electric transmission expansion, which went into service in December 2025 and now links its South Dakota and Wyoming electric systems. This project is expected to enhance grid resiliency, support local economic growth, and recover most of its cost through a Wyoming Transmission Rider, with the balance addressed in future base rate reviews. Next, we’ll consider how the Ready Wyoming project’s long-term...

WEC Energy Group (WEC) is coming up on its fourth quarter earnings report, with analysts expecting earnings of $1.37 per share, a 4.2% decline, just as fresh Illinois rate case filings sharpen regulatory focus. See our latest analysis for WEC Energy Group. The share price at US$105.23 reflects a 90 day share price return decline of 8.6% and a 1 year total shareholder return of 14.84%, suggesting recent momentum has softened even as longer term holders have still come out ahead. If this kind...

In early January 2026, Microchip Technology raised its fiscal third-quarter 2026 net sales outlook to about US$1,185 million, well above prior guidance, citing a broad-based recovery across most end markets and easing inventory corrections. A separate January 2026 announcement revealed custom firmware for Microchip’s MEC1723 embedded controller in NVIDIA’s DGX Spark personal AI supercomputers, underscoring the company’s push into secure, system-level management for AI workloads and advanced...

Gevo, Inc. announced that on January 5, 2026, longtime President and Chief Operating Officer Dr. Christopher M. Ryan notified the company of his plan to retire around June 5, 2026, with experienced agribusiness executive Greg Hanselman hired as Executive Vice President, Operations and Engineering and expected to step into the COO role. This leadership transition brings in an operations leader with deep plant-based ingredient and manufacturing experience that could influence how Gevo executes...

Constellation Brands (STZ) has just posted Q3 2026 results with revenue of US$2,222.8 million and basic EPS of US$2.88, while trailing twelve month revenue came in at US$9.4 billion and EPS at US$6.27. Over recent quarters, revenue has ranged from US$2,164.2 million in Q4 2025 to US$2,515 million in Q1 2026, with basic EPS moving from a loss of US$2.09 in Q4 2025 to positive readings between US$2.65 and US$2.90 across 2026 so far. This sets up the latest quarter against a backdrop of shifting...

Sunrun (RUN) is back in focus after two financing moves: a new joint venture with HA Sustainable Infrastructure Capital to fund distributed energy assets, and a fresh amendment to its main corporate credit facility. See our latest analysis for Sunrun. The joint venture and credit facility amendment have arrived as Sunrun’s share price has been under pressure this year, with a year to date share price return of 5.86% decline, a 1 year total shareholder return of 70.23%, and a 5 year total...

Occidental Petroleum has completed the sale of its OxyChem chemical business to Berkshire Hathaway for US$9.70 billion in cash, and plans to use the proceeds to cut debt and concentrate on its core oil and gas portfolio. This divestment materially reshapes Occidental’s business mix by exiting chemicals while freeing up capital to accelerate development of assets like the Permian and Gulf of Mexico waterfloods. We’ll now examine how redirecting US$9.70 billion from chemicals into oil, gas,...

CureVac N.V. recently closed its August 14, 2020 shelf registration in the amount of €3.21 million, covering 26,768,980 common shares for an ESOP-related offering. A day earlier, CureVac was removed from the NASDAQ Composite Index, a change that can influence trading behavior as index-tracking investors rebalance their holdings. We will now examine how CureVac’s removal from the NASDAQ Composite Index may influence its pre-existing investment narrative and risk profile. Uncover the next big...

In recent days, Driven Brands Holdings has attracted attention as Emeth Value Capital lifted its stake by 582,255 shares in the fourth quarter, while management reported revenue and adjusted EBITDA growth, narrowed full-year guidance, and continued to reduce net leverage. These developments come against a backdrop of an aging U.S. vehicle fleet and more complex automotive technology, which are supporting demand for professional maintenance and repair services across Driven Brands’ broad...

Event context and why Marqeta is on investors’ radar Marqeta (MQ) is back in focus after recent trading left the stock at US$4.81, with a 1 day return of about a 1% decline, a slight gain over the past week, and mixed performance over the past 3 months and year. See our latest analysis for Marqeta. That combination of a 3.66% year to date share price return, a 25.26% total shareholder return over one year, and a 29.16% total shareholder loss over three years suggests momentum has picked up...

If you are wondering whether V.F at around US$20.19 is a bargain or a value trap, you are not alone. The stock has been on many investors' watchlists this year. The share price has moved by 11.7% over the last week and 11.1% over the last month, while the 1-year return of a 4.1% decline and 5-year return of a 72.0% decline paint a very different picture for longer-term holders. This mix of short-term gains and longer-term weakness has kept attention on how the business is repositioning...

If you are wondering whether Magnolia Oil & Gas is attractively priced today, the key question is how its current share price lines up with its underlying business value. The stock closed at US$22.21 most recently, with returns of 1.5% over the last 7 days, a 2.8% decline over 30 days, a 1.2% decline year to date, a 6.1% decline over 1 year, a 0.2% gain over 3 years, and a 172.0% gain over 5 years. Recent coverage of Magnolia Oil & Gas has focused on its share price performance over...

Halozyme Therapeutics (HALO) has been in focus after a new collaboration with Skye Bioscience to apply its ENHANZE drug delivery technology to nimacimab, an investigational obesity treatment, as the company expands into metabolic disease. See our latest analysis for Halozyme Therapeutics. The new Skye Bioscience collaboration and December 2025 ENHANZE agreement with Takeda come as Halozyme’s 1 month share price return of 16.58% and 90 day share price return of 12.53% suggest improving...