U.S. Mortgage REITs Stock News

NYSE:SN
NYSE:SNConsumer Durables

What SharkNinja (SN)'s Earnings Beat, Buyback, and Beauty Tech Push Mean For Shareholders

In February 2026, SharkNinja, Inc. reported higher fourth-quarter and full-year 2025 sales and net income, issued 2026 net sales growth guidance of 10–11%, announced a US$750 million share repurchase program without incurring debt, and launched its Shark SilkiPro™ Straight air straightener targeting inclusive, wet-to-dry styling. The combination of stronger earnings, a flexible buyback authorization, and expansion into beauty technology underscores how SharkNinja is using product innovation...
NasdaqGS:MMSI
NasdaqGS:MMSIMedical Equipment

A Look At Merit Medical Systems (MMSI) Valuation After Strong Q4 Results And Raised Revenue Guidance

Merit Medical Systems (MMSI) drew investor attention after reporting fourth quarter 2025 results, with US$393.94 million in sales and US$38.01 million in net income, alongside slightly higher full year revenue guidance. See our latest analysis for Merit Medical Systems. At a share price of US$82.43, Merit Medical Systems has seen only modest short term momentum, with a 1 day share price return of 1.00%. Its 1 year total shareholder return of a 19.21% decline contrasts with total shareholder...
NYSE:VNT
NYSE:VNTElectronic

Assessing Vontier (VNT) Valuation As Shares Show Multi‑Period Momentum Without A Single Trigger Event

Setting the scene for Vontier stock Without a single headline event driving attention today, Vontier (VNT) still offers investors a data rich snapshot, with recent share returns, profitability and value metrics all giving clues about how the market currently views the business. See our latest analysis for Vontier. Vontier’s recent 11.0% 1 month share price return and 14.6% 3 month share price return, alongside a 57.8% 3 year total shareholder return, suggests building momentum that investors...
NYSE:F
NYSE:FAuto

A Look At Ford Motor (F) Valuation After $19.5b EV Writedown And Hybrid Pivot

Ford Motor (F) recently reported a substantial Q4 2025 loss driven by a US$19.5b writedown in its Model e electric vehicle unit, prompting investors to reassess the stock as the company resets its priorities. See our latest analysis for Ford Motor. The Q4 2025 writedown and reset of the Model e unit sit against a firmer backdrop, with Ford’s 1 year total shareholder return of 58.49% and 90 day share price return of 7.66% suggesting momentum has been building despite recent earnings noise and...
NYSE:MTRN
NYSE:MTRNMetals and Mining

Should Materion’s Profit Rebound and Upbeat 2026 Guidance Shift the Core MTRN Investment Narrative?

In February 2026, Materion Corporation reported past fourth-quarter 2025 sales of US$489.75 million and net income of US$6.57 million, alongside full-year 2025 sales of US$1.79 billion and net income of US$74.82 million, marking a shift from the prior year’s loss. Alongside these stronger results, Materion issued upbeat 2026 earnings guidance targeting earnings per share of US$6.00 to US$6.50, while buyback disclosures showed no recent repurchases under its latest authorization. We’ll now...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

Is CrowdStrike (CRWD) Attractively Priced After Recent 15% Weekly Share Price Drop

If you are wondering whether CrowdStrike Holdings is still worth its current share price, this article will walk through what that number really means for you as an investor. The stock last closed at US$350.25, after a 15.5% decline over the past week and a 22.8% decline year to date, although the 3 year return sits at 190.2% and the 5 year return at 57.7%. Recent market attention on CrowdStrike has been shaped by its role in cybersecurity and ongoing interest in companies that provide...
NasdaqGS:ERAS
NasdaqGS:ERASBiotechs

Assessing Erasca (ERAS) Valuation After New Pan KRAS Patent Win Through 2043

Patent win puts Erasca’s pan-KRAS program in sharper focus Erasca (ERAS) has secured a new U.S. patent covering its pan-KRAS inhibitor ERAS-4001 and related compositions through at least 2043. This development tightens protection around its RAS-driven cancer pipeline. See our latest analysis for Erasca. The new patent arrives during a strong run in Erasca’s shares, with a 30-day share price return of 36.65% and a 90-day share price return of 334.82%. The 1-year total shareholder return is...
NYSE:MTDR
NYSE:MTDROil and Gas

Matador Resources (MTDR) Is Up 6.6% After Record Q4 Output And Higher 2026 Production Guidance

In February 2026, Matador Resources reported fourth-quarter 2025 revenue of US$847.99 million and net income of US$192.55 million, alongside record production of 211,290 BOE per day and a quarterly dividend of US$0.375 per share. The company coupled these results with 2026 production guidance that points to higher volumes over the year, highlighting how larger batch developments and longer-lateral wells are reshaping the timing and trajectory of its output growth. With record fourth-quarter...
NasdaqGS:FISV
NasdaqGS:FISVDiversified Financial

Is Activist Pressure Pushing Fiserv (FISV) Toward a Sharper Fintech Focus or Strategic Drift?

In February 2026, activist investor Jana Partners urged Fiserv to review its portfolio, accelerate growth in core banking and payments, and consider divesting non-core assets after a period of slower expansion and competitive pressure. At the same time, Fiserv’s role powering Can/Am’s new Teller Payments solution and launching the INDX real-time cash settlement platform highlights how its technology continues to underpin government and digital asset payment infrastructure even as investors...
NasdaqCM:RGTI
NasdaqCM:RGTISemiconductor

Rigetti Quantum Order Shifts Focus Toward Commercial Use And Valuation Potential

Rigetti Computing secured an $8.4 million commercial order from India's Centre for Development of Advanced Computing for a 108 qubit quantum computer. The company plans to release its modular Cepheus-1-108Q system by the end of Q1 2026. These milestones highlight Rigetti's shift from pure research to commercial quantum deployments. Rigetti Computing (NasdaqCM:RGTI), currently trading at $16.48, is drawing fresh attention as it moves closer to real world quantum computing use cases. The...
NYSE:MIR
NYSE:MIRElectronic

A Look At Mirion Technologies (MIR) Valuation After Recent Share Price Weakness

Event context and recent stock performance Mirion Technologies (MIR) has drawn fresh attention after recent price swings, with the stock up about 2.7% over the past day but showing negative returns over the past week and month. Over the past 3 months and year to date, Mirion has also recorded negative returns. In contrast, the 1 year and 3 year total returns are positive, highlighting a difference between shorter term weakness and longer run performance. See our latest analysis for Mirion...
NYSE:CDE
NYSE:CDEMetals and Mining

Why Coeur Mining (CDE) Is Up 13.6% After Record 2025 Results And New Gold Acquisition Plan

Coeur Mining, Inc. reported past full-year 2025 results with sales rising to US$2,070.13 million and net income reaching US$585.87 million, alongside sharply higher earnings per share from continuing operations. The company also released 2026 production guidance and advanced its planned acquisition of New Gold, signaling an intention to build scale while bringing experienced mining and financial leaders onto its board. With record 2025 production and earnings now public, we’ll examine how...
NYSE:RHI
NYSE:RHIProfessional Services

Robert Half Ties New Leaders To Marketing And Operations Modernization Story

Robert Half (NYSE:RHI) has promoted Linda Christensen to senior vice president of global marketing. Ryan Skubis has been appointed senior district president for business operations modernization. The leadership changes highlight a renewed focus on marketing and operational modernization across the company. For investors watching NYSE:RHI, these leadership moves arrive at a time when the share price is around $23.60 and recent returns have been weak. The stock has seen a 57.3% decline over...
NasdaqGS:COO
NasdaqGS:COOMedical Equipment

Assessing Cooper Companies (COO) Valuation After Recent Momentum And Modest Discount To Fair Value

Event context and recent stock performance Cooper Companies (COO) did not move today on a single headline event. The stock’s recent pattern still gives you some context, with a 1 day return of 0.75% and a past week gain of 1.98%. Over the past month the shares show a 2.79% return, while the past 3 months sit at 7.21%. Year to date the stock is up 3.02%, although the 1 year total return is a 7.42% decline. See our latest analysis for Cooper Companies. With the share price at $83.56, Cooper...
NasdaqGS:WMT
NasdaqGS:WMTConsumer Retailing

How Investors Are Reacting To Walmart (WMT) Boosting Payouts And Buybacks Amid AI-Driven Mix Shift

In February 2026, Walmart reported full-year revenue of US$713.16 billion and net income of US$21.89 billion, announced a 5% annual dividend increase to US$0.99 per share for fiscal 2027, and authorized a new US$30 billion share repurchase program while completing its prior buyback plan. At the same time, Walmart’s push into higher-margin, tech-enabled areas, from rapidly growing e-commerce and advertising to AI tools and new branded offerings like Smash Kitchen snacks and Catalyst Pet’s...
NYSE:HCC
NYSE:HCCMetals and Mining

Assessing Warrior Met Coal (HCC) Valuation After Strong Quarter And Blue Creek Production Progress

Warrior Met Coal (HCC) drew fresh attention after reporting higher fourth quarter 2025 sales, revenue, and net income versus a year earlier, alongside strong steelmaking coal production supported by the Blue Creek operation. See our latest analysis for Warrior Met Coal. That quarterly update and 2026 production guidance came alongside a 4.03% 1 day share price return and a 6.64% 7 day share price return. The 30 day share price return of 7.94% contrasts with a much stronger 1 year total...
NYSE:NVT
NYSE:NVTElectrical

Evaluating nVent Electric (NVT) After A Strong Multi‑Year Share Price Run

Why nVent Electric (NVT) is on investors’ radar With nVent Electric (NVT) showing a 1 day return of 2.9% and a past year total return of 98.0%, many investors are taking a fresh look at its recent performance and fundamentals. See our latest analysis for nVent Electric. nVent Electric’s 1 day share price return of 2.9% builds on a 7.2% 30 day and 11.0% 90 day share price return. Its 1 year total shareholder return of 98.0% and 5 year total shareholder return of 370.2% point to sustained...
NasdaqGS:FTDR
NasdaqGS:FTDRConsumer Services

How Investors Are Reacting To Frontdoor (FTDR) Tariff Uncertainty And Margin Pressure Despite Rising Revenue

The Trump administration’s recent decision to impose a 15% global tariff for up to 150 days under the Trade Act of 1974 has reintroduced trade policy uncertainty for companies with international supply chains, including home services provider Frontdoor. At the same time, Wall Street analysts now expect Frontdoor’s upcoming quarterly earnings per share to fall to US$0.11 even as revenues are projected to rise to US$420.6 million, highlighting pressure on profitability and changes in how the...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Microsoft Gaming Shakeup Tests Xbox Strategy And Valuation Story

Microsoft (NasdaqGS:MSFT) has announced a leadership transition in its Gaming division, with long-time Xbox chief Phil Spencer retiring after nearly 40 years at the company. Asha Sharma, previously head of product development for Microsoft's CoreAI division, has been appointed as the new CEO of Gaming. Additional changes include the departure of Xbox president Sarah Bond and the promotion of Matt Booty to chief content officer. For investors watching Microsoft at a group level, this shift...
NasdaqGS:CART
NasdaqGS:CARTConsumer Retailing

Is Instacart’s Lush Tie-Up a Small Step or a Strategy Shift for Maplebear (CART)?

Earlier in February 2026, Instacart and Lush Cosmetics announced a partnership to offer same-day delivery of more than 600 Lush products from 250 stores across the US and Canada via the Instacart app. This move deepens Instacart’s reach into higher-margin beauty and gifting categories, broadening its role beyond grocery as a same-day convenience platform. Next, we’ll examine how expanding into beauty through the Lush partnership could influence Instacart’s investment narrative and long-term...
NYSE:DAR
NYSE:DARFood

Assessing Darling Ingredients (DAR) Valuation After Q4 Results Show Revenue Growth But Weaker Profitability

Darling Ingredients (DAR) has come into focus after reporting fourth quarter and full year results, with higher sales but much lower net income and earnings per share. This has sharpened attention on the stock’s recent re rating. See our latest analysis for Darling Ingredients. Those results landed after a strong run in the shares, with a 30 day share price return of 23.26% and a 90 day share price return of 43.93%. The 1 year total shareholder return of 36.62% contrasts with a 3 year total...
NasdaqGS:OZK
NasdaqGS:OZKBanks

Assessing Bank OZK (OZK) Valuation As Shares Trade Below Analyst Fair Value Estimate

Event overview and why Bank OZK is on investors’ radar Bank OZK (OZK) is drawing fresh attention after recent share price moves, with the stock closing at $48.63 and posting mixed short term returns alongside longer term total returns over the past 3 years and 5 years. See our latest analysis for Bank OZK. Recent trading paints a picture of steady interest rather than a sudden shift in sentiment, with a 30 day share price return of 5.86% and a 1 year total shareholder return of 5.25%. This...
NYSE:CWH
NYSE:CWHSpecialty Retail

Assessing Camping World Holdings (CWH) Valuation As Mixed Signals Draw Fresh Investor Attention

Why Camping World Holdings Stock Is Drawing Attention Now Camping World Holdings (CWH) has been on investors’ radar after a stretch of weaker share performance, including a 1-month return of 24.6% and a past 3 months return of 4.2%. At a last close of US$10.85, the company combines annual revenue of about US$6.4b with a reported net income loss of US$54.1 million, giving investors a mix of scale and current profitability questions to weigh. See our latest analysis for Camping World...
NYSE:ICL
NYSE:ICLChemicals

Is ICL Group’s (ICL) Q4 Impairment Hit and Maintained Dividend Reframing Its Risk Profile?

ICL Group Ltd reported its fourth-quarter and full-year 2025 results, with sales rising to US$1,701 million for the quarter and US$7,153 million for the year, but swinging to a quarterly net loss of US$73 million and recording US$111 million of fixed asset impairments, while also declaring a cash dividend of US$0.04650 per share. The contrast between higher sales and a quarterly loss driven by much larger impairment charges, alongside the decision to maintain a cash dividend, raises...