U.S. Mortgage REITs Stock News

In late October 2025, Generac Holdings Inc. reported a decline in third-quarter sales and net income compared to the previous year, while also lowering its full-year 2025 net sales growth guidance to approximately flat instead of the previously expected 2%–5% increase. This combination of disappointing earnings and a more cautious sales outlook reflects ongoing uncertainties in the company’s data center market exposure and the increasing capital demands it faces. We’ll explore how the...

Solid Power (SLDP) just revealed a new partnership with Samsung SDI and BMW to develop a demonstration vehicle powered by all-solid-state battery technology. This collaboration could accelerate efforts to commercialize advanced batteries for the automotive sector. See our latest analysis for Solid Power. Solid Power's momentum has been hard to ignore: while shares dipped 3.4% on the latest session, they still boast a 21.2% share price return over the past month and an eye-popping 243% return...

Viant Technology Inc. ( NASDAQ:DSP ) shares have had a really impressive month, gaining 29% after a shaky period...

Hilton Grand Vacations (HGV) shares have seen some movement recently, with the price closing at $39.18. Over the past month, the stock has slipped 4%. Its year-to-date return remains in positive territory at 2%. See our latest analysis for Hilton Grand Vacations. After a stretch of positive momentum earlier this year, Hilton Grand Vacations’ recent share price slides suggest that some investors are reassessing risks or locking in profits following a steady climb. While the 1-year total...

NTT DATA Group (OTCPK:NTDT.Y) moved into focus after unveiling an expanded, multi-year partnership with ServiceNow. The agreement will see both firms co-develop and deliver AI-powered solutions for enterprise customers. This signals ambitious growth plans. See our latest analysis for NTT DATA Group. NTT DATA Group’s share price recently saw a sharp pullback, down 3.85% in the last session despite reporting an expanded AI partnership. However, it still boasts an impressive year-to-date gain of...

Arcus Biosciences (RCUS) just wrapped up a major follow-on equity offering, bringing in $250 million with a fresh lineup of co-lead underwriters. Moves like this matter for investors, since capital raises can shift both sentiment and future prospects. See our latest analysis for Arcus Biosciences. The $250 million capital raise follows strong momentum for Arcus Biosciences, whose share price has increased by nearly 39% over the last month and more than doubled in the past 90 days. While the...

Joby Aviation (JOBY) shares have recently seen volatile moves as the market reacts to ongoing developments within the electric air taxi industry. Investors are weighing fresh updates, which puts a spotlight on where Joby might head next in this evolving sector. See our latest analysis for Joby Aviation. Joby’s share price momentum has built quickly, with a 10.8% rise over the last week and an impressive year-to-date share price return of 102.1%, as investors react to milestones in the...

Perella Weinberg Partners ( NASDAQ:PWP ) stock is about to trade ex-dividend in 4 days. Typically, the ex-dividend date...

HCI Group, Inc. recently reported third-quarter 2025 results, posting revenue of US$216.35 million and net income of US$65.51 million, both considerably higher than the previous year. A key insight is the company’s profit surge was fueled by lower insurance losses from favorable weather and the successful IPO of its technology subsidiary, Exzeo. We'll explore how HCI Group's improved profitability and success with the Exzeo IPO could influence its broader investment narrative. Uncover the...

Vistra has just released its third quarter results, showing declines in revenue and net income from the previous year. However, new earnings guidance for 2025 and 2026, along with a long-term nuclear energy deal, points to an interesting shift ahead. See our latest analysis for Vistra. Despite the flurry of recent updates, from a small impairment charge to the announcement of new earnings targets, share repurchases, and a dividend increase, Vistra’s share price has pulled back, with a 14.5%...

California Water Service Group recently reported its third quarter and nine-month earnings for 2025, showing third quarter sales of US$311.24 million and net income of US$61.23 million, with steady earnings per share compared to the prior year. An important finding is that while third quarter performance was stable, nine-month results reflected a year-over-year decline in both sales and net income, highlighting some pressure on longer-term revenue trends. We’ll now consider how the...

Earlier this month, AUB Group approved EQT's request to form a consortium with CVC for a joint proposal, while EQT also finalized a new take-or-pay agreement with Smart Sand and asked for extra time to conduct due diligence, extending talks through December 4, 2025. This development arrives as EQT benefits from record US LNG exports and rising demand for American natural gas in both Europe and Asia. We'll now explore how surging natural gas prices and record LNG exports may influence EQT's...

Gilead Sciences (GILD) is drawing interest following two major clinical updates: mixed results in the Phase 3 ASCENT-07 study of Trodelvy in metastatic breast cancer, and encouraging long-term data for Livdelzi in primary biliary cholangitis. See our latest analysis for Gilead Sciences. After a strong run this year, Gilead’s share price has gained 33.4% year-to-date, and the company’s latest news is keeping momentum alive. Recent product updates and raised earnings guidance are clearly...

Archer Aviation announced a US$650 million follow-on equity offering and released its third quarter financial results, alongside news that its Midnight aircraft has been chosen by a Japan Airlines-led consortium for Tokyo’s eVTOL Implementation Project. The selection in Tokyo signals meaningful progress in Archer's international commercialization efforts, even as the equity raise introduces potential dilution concerns for investors. We'll explore how participation in Tokyo’s advanced...

908 Devices Inc. ( NASDAQ:MASS ) shareholders won't be pleased to see that the share price has had a very rough month...

AdaptHealth Corp. recently reported its third quarter earnings, with sales reaching US$820.31 million and net income of US$24.51 million, while also maintaining its full-year 2025 revenue guidance of US$3.18 billion to US$3.26 billion. An interesting detail is that, despite higher quarterly sales and net income compared to the prior year, the company's nine-month net income declined alongside steady year-to-date sales, which may highlight ongoing operational challenges or cost...

Mueller Industries (MLI) has caught the eye of investors recently, as the company's stock continues to advance. Over the past month, shares have climbed 12%, adding to a strong streak of returns throughout the year. See our latest analysis for Mueller Industries. The latest rally builds on a remarkable run for Mueller Industries, with a 35.8% year-to-date share price return and a five-year total shareholder return of nearly 590%. This kind of sustained momentum signals growing confidence in...

Last week, Kratos Defense & Security Solutions raised its full-year 2025 and 2026 guidance, reported third-quarter results showing higher revenue and net income, and announced significant progress in its engine technology collaboration with GE Aerospace. This combination of improved financial outlook and tangible advancement in unmanned aerial systems propulsion highlights both operational momentum and the strengthening of Kratos' position within the defense technology sector. We'll examine...

Louisiana-Pacific Corporation's ( NYSE:LPX ) earnings announcement last week didn't impress shareholders. However, our...

Itron (ITRI) just launched a new share repurchase program, authorizing up to $250 million in buybacks over the next 18 months. Buyback plans like this often signal management’s confidence in future growth and can catch investors’ attention. See our latest analysis for Itron. Itron’s $250 million buyback announcement comes after a volatile stretch, with the share price recently closing at $103.44. Despite softer quarterly earnings and cautious guidance, the 3-year total shareholder return is...

The Crexendo, Inc. ( NASDAQ:CXDO ) share price has done very well over the last month, posting an excellent gain of...

The stock price didn't jump after 3D Systems Corporation ( NYSE:DDD ) posted decent earnings last week. We did some...

Innoviva, Inc. ( NASDAQ:INVA ) shareholders would be excited to see that the share price has had a great month, posting...

Seneca Foods Corporation ( NASDAQ:SENE.A ) recently posted some strong earnings, and the market responded positively...