U.S. Mortgage REITs Stock News

NYSE:THC
NYSE:THCHealthcare

Tenet Healthcare (THC) Raised Full Year Guidance, Does It Look Fairly Valued?

Tenet Healthcare (THC) is back on investors' radar after second quarter 2026 earnings and new full year guidance pointed to stronger profitability, higher revenue expectations and a larger share repurchase program. See our latest analysis for Tenet Healthcare. The latest earnings and guidance reset have clearly shifted sentiment, with Tenet Healthcare’s share price up 17.17% on the day and posting a 25.69% 3 month share price return. The 1 year total shareholder return of 52.40% and 3 year...
NYSE:EW
NYSE:EWMedical Equipment

Edwards Lifesciences (EW) Stock Looks Rich Despite Near Fair Value

Edwards Lifesciences stock sits in an interesting spot for investors right now, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the current price is roughly in line with fair value, while the broader valuation checks and recent 5 year share price record do not point to a clear bargain. Over the past 5 years, Edwards Lifesciences shares have declined 26.4%, which puts more focus on whether today’s price now fairly reflects the company’s prospects. Recent optimism...
NYSE:TRU
NYSE:TRUProfessional Services

TransUnion (TRU) On New Mortgage Data Push Is The Stock A Bargain Or Fairly Priced

TransUnion (TRU) has drawn fresh attention after introducing TruVision Alternative Credit Attributes (ACA 2.0) into its mortgage credit reports. The company is using FactorTrust data to broaden lender insight beyond traditional credit files and earlier in the loan funnel. See our latest analysis for TransUnion. Against this product update backdrop, TransUnion's share price has moved to $76.51, with a 30 day share price return of 8.76% and a 90 day gain of 7.47%. However, the 1 year total...
NYSE:SCHW
NYSE:SCHWCapital Markets

Charles Schwab (SCHW) Following Strong Q2 Earnings Through A Valuation Lens

Why Charles Schwab Stock Is Back in Focus After Q2 Results Charles Schwab (SCHW) is drawing attention after reporting second quarter net income of US$2.8b and basic earnings per share of US$1.55, both higher than the figures reported a year earlier. See our latest analysis for Charles Schwab. Alongside the stronger Q2 and first half results and fresh dividend declarations, Charles Schwab’s share price has climbed to US$101.97, with a 30 day share price return of 12.46% and a 1 year total...
NasdaqGS:STOK
NasdaqGS:STOKBiotechs

Does Stoke Therapeutics’ New Genetic Medicine CSO Hire Reframe Its R&D Ambitions for STOK?

Earlier this month, Stoke Therapeutics appointed Thomas McCauley, Ph.D., as Chief Scientific Officer, adding more than 25 years of R&D and rare disease drug development leadership to its senior team. His background in advancing genetic and RNA-based medicines, including experience with mRNA technologies and antisense platforms, could be particularly relevant to Stoke’s antisense oligonucleotide programs targeting severe genetic diseases. Next, we’ll examine how bringing in a Chief Scientific...
NYSE:BLSH
NYSE:BLSHCapital Markets

Bullish Stock And 2 Market Infrastructure Plays Worth A Closer Look

Energy and commodity market infrastructure stocks are back in focus after fresh data on Intercontinental Exchange, or ICE, highlighted how quickly sentiment around trading venues and data providers can shift. Record open interest in ICE natural gas and power contracts has sharpened attention on where future cash flows might come from, while a P/E of 21.0x against a 16.8x fair value estimate and a share price about 6.3% above an intrinsic value estimate of US$137.18 underline valuation...
NYSE:C
NYSE:CBanks

Citigroup (C) Stock Still Looks Reasonable Even After A 208% Run

Citigroup stock has logged a very large 207.6% return over the past three years, yet current checks suggest it still trades at a discount, with both the Excess Returns intrinsic value estimate and earnings multiples pointing to an undervalued profile rather than a stretched one. Over the past three years, Citigroup has delivered a 207.6% return, which puts the current share price in focus against what the underlying value signals suggest. Recent progress on Citi's multi year transformation,...
NYSE:BYD
NYSE:BYDHospitality

Is Boyd Gaming’s Higher Online Guidance Offsetting Softer Q2 Profit Trends For BYD?

Boyd Gaming reported past second-quarter 2026 results showing sales of US$733.7 million and revenue of US$1.03 billion, with net income easing to US$131.23 million and diluted EPS from continuing operations at US$1.75. Despite flat overall revenue and lower net income, Boyd Gaming highlighted growth in its Midwest and South operations, continued share repurchases and dividends above US$170 million, and raised guidance for its Online and Managed businesses. Now we’ll examine how Boyd Gaming’s...
NasdaqGS:SEIC
NasdaqGS:SEICCapital Markets

Will SEI’s Q2 Revenue Gain, Profit Dip and Completed Buyback Shift SEI Investments’ (SEIC) Narrative?

In the second quarter of 2026, SEI Investments reported higher revenue of US$641.62 million but lower net income of US$195.66 million year-on-year, while also completing a US$6.13 billion share repurchase program first announced in 2005. SEI also expanded its product lineup by launching the SEI QiM U.S. Equity Factor Allocation Active ETF, giving investors access to its quantitative factor research through a transparent, tax-efficient vehicle. We’ll now examine how SEI’s strong revenue...
NYSE:HPE
NYSE:HPETech

Hewlett Packard Enterprise (HPE) Could Be 26% Undervalued On Board Appointment News

Hewlett Packard Enterprise (HPE) stock is in focus after the company appointed veteran technology and finance executive David I. Goulden to its Board of Directors, with roles on key oversight committees. See our latest analysis for Hewlett Packard Enterprise. Against this backdrop, Hewlett Packard Enterprise’s 30 day share price return of 9.11% and 90 day share price return of 66.63% point to strong recent momentum, while the 1 year total shareholder return of 134.83% reflects substantial...
NYSE:ICE
NYSE:ICECapital Markets

Intercontinental Exchange (ICE) Draws Fresh Interest After Mortgage Data Update As Valuation Debate Builds

Intercontinental Exchange (ICE) has attracted fresh attention after releasing its June 2026 First Look on mortgage delinquency and foreclosure trends, highlighting sharply lower new FHA defaults and continued low early stage delinquencies. See our latest analysis for Intercontinental Exchange. Intercontinental Exchange shares have picked up momentum recently, with a 30 day share price return of 17.71% and a 7 day gain of 4.40%. This comes even though the year to date share price return is...
NasdaqGS:AEVA
NasdaqGS:AEVAElectronic

Aeva Technologies (AEVA) Stock Looks Overvalued On Sales But Strong On Returns

Aeva Technologies stock has delivered a very large 3 year gain, yet the current checks lean toward the shares trading at a premium rather than offering clear value today. Aeva Technologies is up 143.4% over 3 years, a result that puts long term holders in a strong position even though the share price has recently come under pressure. Future growth expectations for its sensing technology can support investor enthusiasm, but the path to consistent cash generation and funding its development...
NasdaqGS:ENTG
NasdaqGS:ENTGSemiconductor

Entegris (ENTG) Stock May Look Fully Priced On Earnings Expectations

Entegris stock has gained 44.2% year to date, yet the valuation checks lean expensive, raising the question of how much of the story is already reflected in the current price. Year to date, Entegris is up 44.2%, which means recent buyers are paying a substantially higher price than at the start of the year. Expectations for continued growth in Entegris' semiconductor materials business can support a premium, but any disappointment in execution or industry demand may weigh heavily on what...
NYSE:FLG
NYSE:FLGBanks

Flagstar Bank (FLG) Stock Tests Narratives As H1 Return To Profit Meets Credit Concerns

Flagstar Bank National Association (FLG) opened 2026 with first half revenue of US$996 million and basic EPS of US$0.09, while trailing twelve month revenue came in at about US$2.0 billion and EPS of US$0.04. The company has seen revenue move from US$1.70 billion to US$1.88 billion and then to US$2.03 billion on a trailing basis, with EPS shifting from a loss of US$1.66 to a loss of US$0.51 before reaching a modest profit. For investors, the latest print points to margins that have stabilised...
NYSE:CCL
NYSE:CCLHospitality

Carnival (CCL) Stock Still Trades At A Discount To Fair Value

Carnival stock has given investors a 43.9% gain over the past three years. However, after a weak run this year and a recent pullback, the valuation checks still suggest the shares lean cheap relative to the fundamentals covered by Simply Wall St. Over the past three years, Carnival has returned 43.9%. This keeps the long-term case in focus even though shorter-term returns have been weak. Expectations around the growth of Carnival's higher value Alaska cruise and land packages can support the...
NYSE:DHI
NYSE:DHIConsumer Durables

D.R. Horton (DHI) Retired 9% Of Shares, Is The Stock Still Cheap?

D.R. Horton (DHI) is back in focus after reporting its third quarter results, confirming its quarterly dividend, and completing a large buyback that retired 9.25% of its shares under a program launched in 2025. See our latest analysis for D.R. Horton. D.R. Horton’s recent buyback completion and dividend affirmation come after a mixed price stretch, with the share price falling 11.74% over 30 days and 7.89% over 90 days. Over the longer term, the 3-year total shareholder return of 18.60% and...