U.S. Mortgage REITs Stock News

Blackstone Mortgage Trust (BXMT) is back in focus after third quarter earnings came in light, with earnings per share at $0.24 versus expectations for $0.36, prompting investors to reassess the income story. See our latest analysis for Blackstone Mortgage Trust. The earnings miss has taken some of the shine off Blackstone Mortgage Trust’s earlier rebound, with a 7.93% 1 month share price return cooling into a slightly negative 3 month move, even as the 1 year total shareholder return of...

Wondering if Ally Financial is still a smart buy at today’s price, or if most of the easy gains are already gone? This breakdown will help you decide whether the current market value really makes sense. The stock has been grinding higher, with the share price at $42.39 after rising 2.6% over the last week, 6.1% over the last month, and 18.5% year to date, building on strong multi year returns. Recent headlines have focused on Ally’s push deeper into digital banking and auto finance, along...

If you have been wondering whether Cisco Systems is still a value play after its long run, you are not alone. This article aims to unpack exactly what the market might be missing. Cisco's share price has pushed up to around $77.97, with returns of 1.3% over the last week, 8.1% over the past month, and a strong 31.9% gain year to date, building on 33.5% over 1 year and more than doubling over 5 years. Recent headlines have focused on Cisco's continued push into software and recurring revenue,...

Earlier this week, CECO Environmental reported third-quarter 2025 results, delivering adjusted earnings per share of US$0.26 and revenue of US$198.00 million, both modestly ahead of analyst expectations. This earnings beat, coupled with stronger-than-anticipated sales, points to solid operational execution and reinforces investor confidence in CECO’s underlying business momentum. With CECO’s latest quarter topping earnings and revenue forecasts, we’ll now assess how this performance may...

Recently, Zacks assigned Willdan Group a Rank #1 (Strong Buy) after its full-year earnings consensus estimate climbed 12.5% over the past three months, signaling a stronger earnings outlook. This earnings upgrade, coupled with the company’s very large year-to-date return versus weaker industry performance, highlights how sharply analyst sentiment has shifted in Willdan’s favor. Next, we’ll examine how this upgraded earnings outlook and analyst enthusiasm could reshape Willdan Group’s broader...

Argan (AGX) has just posted its Q3 2026 scorecard, with revenue of about $251 million and basic EPS of $2.22, while trailing twelve month EPS sits at $8.76 on revenue of roughly $915 million as the business continues to scale. Over the past year, the company has seen net income climb from $66.11 million to $119.93 million on a trailing basis, and EPS step up from $4.94 to $8.76. This gives investors a cleaner read on how improving margins are feeding through to the bottom line. See our full...

ChargePoint Holdings (CHPT) just posted Q3 2026 results with revenue of about $105.7 million and a basic EPS loss of $2.23, while trailing 12 month figures show revenue of roughly $403.8 million against a basic EPS loss of $10.19. The company has seen quarterly revenue hover in a tight band between about $97.6 million and $108.5 million over the past six quarters, while basic EPS losses have consistently sat in the negative $2.2 to $3.6 range and TTM net income remains deeply in the red...

Investors may be wondering whether KKR remains a smart buy after its large multi year run, or if most of the upside is already reflected in the price. In this article we are going to examine what the current share price really implies. After a rough patch this year, with the stock down about 13.3% year to date and 17.6% over the past year, KKR has recently bounced 5.8% in the last week and 8.9% over the last month from a recent close near $129.42. Those swings sit on top of a substantial 3...

Viper Energy (VNOM) just reported a third quarter that outpaced expectations, as stronger oil-equivalent production helped offset weaker realized prices, higher expenses, and a recent non-cash impairment tied to acquired Diamondback properties. See our latest analysis for Viper Energy. The upbeat third quarter appears to have helped sentiment, with the share price at $40.65 and a solid 1 month share price return alongside a still weak year to date share price return, signalling early but not...

Williams Companies recently announced that its subsidiary Northwest Pipeline LLC entered into a new Credit Agreement effective December 1, 2025, securing a US$250 million term loan to refinance senior notes and fund working capital, acquisitions, capital expenditures, and other corporate needs. This refinancing move, paired with covenant constraints on financial and operational activities, highlights management’s focus on balancing funding flexibility with disciplined balance sheet risk...

If you are wondering whether Six Flags Entertainment is a beaten down bargain or a value trap, you are in the right place to unpack what the current share price is really telling us. After a bruising slide that has the stock down 23.3% over the last month and about 67.3% year to date, even a modest 3.0% bounce in the last week raises the question of whether sentiment has finally swung too far. Investors have been reacting to a mix of headlines about debt loads, capital spending plans, and...

Vicor recently highlighted that it holds over US$1.00 billion of U.S. manufacturing capacity, about US$360 million in cash, and no debt, while revealing it was the only company meeting the requirements for a large hyperscaler contract expected to ramp earlier this year, with two OEM programs following later in the year. An additional boost to the outlook comes from Vicor’s high-margin licensing business, where management outlined a clear path to nearly doubling licensing revenue over the...

AeroVironment recently expanded its defense technology portfolio by upgrading its Puma LE drone with GNSS-denied navigation, extending its AV_Halo mission software with new AI-driven intelligence and training tools, integrating Hoverfly’s tethered drones into AV_Halo COMMAND, and appointing former Acting Under Secretary of Defense for Intelligence and Security Milancy Harris as Chief Security Officer. Together, these moves deepen AeroVironment’s role at the center of interoperable,...

Texas Capital Bancshares (TCBI) has quietly rewarded patient investors this year, with the stock up about 22% year to date and nearly 10% over the past month despite a choppy regional banking backdrop. See our latest analysis for Texas Capital Bancshares. At around $93.44 per share, the bank’s roughly 22% year to date share price return and solid 3 year total shareholder return above 60% suggest steadily improving sentiment as investors warm to its earnings growth and perceived credit risk...

If you are wondering whether EnerSys is still a smart buy after its big run or if the value has already been priced in, you are not alone. This article is going to unpack exactly that. The stock has climbed 2.6% over the last week, 19.0% in the past month, and is now up 59.1% year to date, with a 55.0% gain over the past year highlighting how quickly sentiment has shifted. Recent market attention has centered on EnerSys as investors focus more on energy storage, grid reliability, and...

Fair Isaac (FICO) just turned in a stronger than expected fourth quarter, with scores revenue leading a solid jump in overall sales and adjusted earnings comfortably clearing Wall Street estimates, a reassuring signal for long term holders. See our latest analysis for Fair Isaac. The latest beat comes after a volatile year, with regulatory headlines knocking sentiment mid summer. However, the recent rally and strong 90 day share price return of 17.4% suggest momentum is rebuilding despite a...

FactSet Research Systems (FDS) has quietly outperformed the market over the past month, even as the stock remains sharply lower this year, inviting a closer look at what investors might be pricing in. See our latest analysis for FactSet Research Systems. The recent bounce, including an 11.29% 1 month share price return off a deep year to date slide of 39.01 percent, suggests sentiment is stabilising even though the 1 year total shareholder return remains sharply negative. If this shift in...

Recently, Atmos Energy reported a strong fourth-quarter 2025 earnings result, raised its fiscal 2026 earnings guidance, reaffirmed its 6–8% adjusted earnings growth outlook through 2030, and announced a 15% dividend increase, marking its 41st consecutive year of dividend growth while directing about 87% of its US$3.60 billion fiscal 2025 capital program to safety and reliability. This combination of consistent dividend growth, higher near-term earnings guidance, and continued safety-focused...

Louisiana-Pacific (LPX) just landed on Zacks.com’s most searched list after analysts sharply cut current quarter earnings estimates. This move pushed the stock into a Zacks Rank 5, a signal many investors treat as a tactical warning. See our latest analysis for Louisiana-Pacific. Those weaker earnings revisions arrive after a choppy stretch, with a 90 day share price return of around minus 17 percent and a one year total shareholder return of roughly minus 31 percent. This suggests that...

LandBridge (LB) just reshaped its balance sheet by closing a $500 million private placement of 6.25% senior notes due 2030 through its DBR Land Holdings subsidiary to refinance and retire its old credit facility. See our latest analysis for LandBridge. The refinancing news lands as LandBridge’s share price sits at $59.35 and a 90 day share price return of nearly 14% signals improving momentum, even though the 1 year total shareholder return remains negative. If this capital structure reset...

Modine Manufacturing (MOD) has drawn fresh attention after announcing a new facility in Franklin, a move that coincided with a clear jump in the share price and renewed investor interest. See our latest analysis for Modine Manufacturing. The Franklin expansion fits into a broader upswing, with the stock now at $159.91 and supported by strong fundamentals, including a roughly 9% 1 month share price return and an exceptional 3 year total shareholder return above 600%, suggesting momentum is...

Upwork (UPWK) just earned a new level of visibility, landing spots in the S&P 1000, S&P 600, S&P 600 Industrials, and S&P Composite 1500. This shift can quietly reshape demand dynamics. See our latest analysis for Upwork. Those index additions come after a strong run, with the share price up around 20% over the last month and quarter, while a 3 year total shareholder return of roughly 74% points to momentum gradually rebuilding after a tough five year stretch. If Upwork’s move into major...

BillionToOne (BLLN) has been quietly catching investor attention after a choppy week, with the stock edging up about 1% today but still down roughly 20% over the past week. See our latest analysis for BillionToOne. That sharp 7 day share price return of negative 20.1 percent comes after a more modest year to date share price return of negative 4.5 percent at a last close of 104.02 dollars. This suggests momentum has recently faded as investors reassess execution risk and valuation. If...

Fluor (FLR) is back on investors radar after taking the lead on a long term upgrade of State Highway 6 in Texas, a 12 mile expansion that reinforces its position in large public infrastructure work. See our latest analysis for Fluor. The latest contract win lands at an interesting moment, with the share price at $45.45 and a 90 day share price return of 9.33% contrasting with a weaker 1 year total shareholder return of negative 18.8%. This suggests near term momentum is improving even as...