U.S. Office REITs Stock News

NYSE:GE
NYSE:GEAerospace & Defense

Did GE's AI-Focused Singapore Investment and Dividend Move Just Shift General Electric's (GE) Investment Narrative?

In early February 2026, GE Aerospace announced a multi-year investment plan of up to US$300 million to upgrade and expand its engine repair capabilities in Singapore, alongside its board declaring a US$0.47 per-share dividend payable on April 27, 2026 to shareholders of record on March 9, 2026. The Singapore investment, backed by the Economic Development Board and centered on automation, digitization, and AI-enabled inspection, underscores GE Aerospace’s focus on higher-value aftermarket...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet (GOOGL) Margin Improvement Reinforces Bullish Earnings Narratives

Latest FY 2025 earnings snapshot Alphabet (GOOGL) closed FY 2025 with Q4 revenue of US$113.8b and basic EPS of US$2.85, setting the tone for a year where trailing twelve month revenue reached US$402.8b and EPS came in at US$10.91 alongside earnings growth of 32% over the past year. Over recent periods, the company has seen quarterly revenue move from US$96.5b in Q4 2024 to US$113.8b in Q4 2025, while quarterly basic EPS shifted from US$2.17 to US$2.85, supported by an improvement in net...
NYSE:EHC
NYSE:EHCHealthcare

Evaluating Encompass Health (EHC) After Recent Share Price Momentum And Perceived Valuation Discount

Why Encompass Health Is Back On Investors’ Radar Encompass Health (EHC) has drawn fresh attention after recent trading, with the stock near US$105.39 and one day and one week returns in positive territory, even as month and past 3 months performance remain softer. See our latest analysis for Encompass Health. That sharp 5.86% 1 day share price return, on top of an 11.49% 7 day share price gain, comes after a softer 90 day share price return of 8.57%. The 3 year total shareholder return of...
NYSE:ORCL
NYSE:ORCLSoftware

Oracle Reshapes For AI With Massive Capital Raise And Cerner Review

Oracle (NYSE:ORCL) is preparing a major capital raise of about US$45b to US$50b through a mix of debt and equity. The company plans to use the funds to accelerate cloud infrastructure build out to support large AI focused partnerships. Oracle is also considering workforce reductions that could affect up to 30,000 roles and a possible sale of its Cerner health tech unit. Oracle is best known for its database software, enterprise applications and rapidly expanding cloud infrastructure...
NasdaqGS:LEGN
NasdaqGS:LEGNBiotechs

Legend Biotech (LEGN) Valuation Check As Board Changes And CARVYKTI Sales Update Draw Attention

Legend Biotech (LEGN) has seen a flurry of boardroom changes and fresh sales data that could interest investors, highlighted by the appointment of Gareth Kung as a Class II director and the new Audit Committee chair. See our latest analysis for Legend Biotech. These boardroom changes and the recent CARVYKTI sales update come after a steep 90 day share price return of 46.23% decline and a 1 year total shareholder return of 51.67% loss, suggesting momentum has been weak despite operational...
NYSE:COF
NYSE:COFConsumer Finance

Is Capital One Financial (COF) Pricing Reflect Long Term Prospects After Recent Share Price Pullback

If you are wondering whether Capital One Financial's current share price lines up with its underlying worth, you are not alone. This article is built to help you judge what you are really paying for. The stock last closed at US$222.79, with returns of 1.8% over 7 days, a 12.0% decline over 30 days, a 10.1% decline year to date, 11.0% over 1 year, 102.4% over 3 years and 107.0% over 5 years. This gives plenty of data points to think about how sentiment has shifted over time. Recent headlines...
NYSE:IOT
NYSE:IOTSoftware

Is Samsara’s (IOT) Super Bowl AI Coach And Canada Push Reframing Its Competitive Moat?

In early February 2026, Samsara Inc. unveiled Samsara Coach, an AI-powered, avatar-based driver coaching tool promoted in a Super Bowl LX commercial, and separately announced an expansion of its Canadian operations with local data hosting, domestic logistics, and fleet management partnerships. Together, these moves highlight how Samsara is pairing real-time, AI-driven safety coaching with region-specific infrastructure and partnerships to appeal to highly regulated, complex fleet...
NYSE:EAT
NYSE:EATHospitality

Brinker International Weighs Raised Guidance Against Director Share Sales

Brinker International (NYSE:EAT) reported strong earnings momentum supported by new Chili's menu offerings and steady operations. Management raised revenue and earnings guidance after the latest quarterly results. Directors at the company recorded insider share sales around the same time as the updated outlook. Analyst sentiment has been positive following these developments. Brinker International, the parent company of Chili's, sits at the intersection of casual dining and value focused...
NasdaqGS:EZPW
NasdaqGS:EZPWConsumer Finance

Assessing EZCORP (EZPW) Valuation After A Strong Multi‑Period Share Price Rally

Event context and recent return profile EZCORP (EZPW) has drawn attention after a strong recent share price run, with the stock showing double digit returns over the past week, month, past 3 months, year and past 3 years. Against that backdrop, investors are weighing how its current US$25.63 share price, revenue of US$1.34b and net income of US$122.90m line up with its value score of 2 and indicated intrinsic discount. See our latest analysis for EZCORP. The latest move in EZCORP’s share...
NYSE:CNO
NYSE:CNOInsurance

CNO Financial Group (CNO) Margin Compression To 5.1% Challenges Bullish Growth Narratives

CNO Financial Group (CNO) has wrapped up FY 2025 with fourth quarter revenue of US$1,143.1 million and basic EPS of US$0.98, alongside net income excluding extra items of US$92.9 million, giving investors fresh numbers to weigh against a share price of US$44.64. Over recent periods, the company has seen quarterly revenue range from US$1,004.1 million to US$1,188.7 million and basic EPS move between US$0.21 and US$1.62, while trailing 12 month EPS has shifted from US$3.81 to US$2.35. This sets...
NYSE:NEE
NYSE:NEEElectric Utilities

Assessing NextEra Energy (NEE) Valuation After Xcel Data Center Infrastructure Agreement

NextEra Energy (NEE) is back in focus after Xcel Energy signed a memorandum of understanding with a NextEra subsidiary to accelerate generation, storage, and transmission projects for large customers, particularly data centers. See our latest analysis for NextEra Energy. The Xcel MOU lands at a time when momentum in NextEra Energy’s shares has been picking up, with an approximate 14.2% 1 month share price return and a 35.1% 1 year total shareholder return suggesting growing interest in its...
NYSE:RBLX
NYSE:RBLXEntertainment

Roblox (RBLX) Q4 Loss Of US$316 Million Reinforces Bearish Profitability Narratives

Roblox (RBLX) just closed out FY 2025 with Q4 revenue of US$1.4b and a basic EPS loss of US$0.45, alongside a full year trailing revenue base of US$4.9b and a trailing basic EPS loss of US$1.52. Over the past six quarters, the company has seen quarterly revenue move from US$918.9m in Q3 2024 to US$1.4b in Q4 2025. Over the same period, basic EPS ranged from a loss of US$0.32 in Q1 2025 to a loss of US$0.45 in Q4 2025. This sets up a picture where scale is building but losses remain a key part...
NYSE:SPXC
NYSE:SPXCMachinery

A Look At SPX Technologies (SPXC) Valuation After Recent Share Price Strength

Event context and recent performance SPX Technologies (SPXC) has drawn investor attention after recent share price moves, with the stock up about 2% over the past day, 6.7% in the past week, and 6.9% over the past month. See our latest analysis for SPX Technologies. Zooming out, SPX Technologies has paired this short term share price strength with a 9.4% year to date share price return and a 5 year total shareholder return of about 302%. This points to momentum that has been building over...
NasdaqGM:CAMT
NasdaqGM:CAMTSemiconductor

Assessing Camtek (CAMT) Valuation As Earnings Optimism Lifts Shares Ahead Of February Report

Camtek earnings optimism lifts shares ahead of February report Camtek (CAMT) has attracted fresh attention as its stock outperformed the broader Computer and Technology sector over the past month, with investor focus now squarely on the company’s upcoming February 18 earnings report. See our latest analysis for Camtek. At a share price of $149.02, Camtek’s recent 5.61% 1 day share price return and 29.02% year to date share price return sit alongside a very large 3 year total shareholder...
NYSE:ACVA
NYSE:ACVACommercial Services

Can ACV Auctions (ACVA) Turn Service Lanes Into Its Next Strategic Growth Engine?

In early February 2026, ACV Auctions expanded availability of its VIPER Early Access Program, bringing AI-driven imaging, automated inspections and real-time valuations into more dealership service lanes and appraisal areas. This move effectively turns the service lane into a high-volume vehicle acquisition channel by standardizing appraisals, integrating with existing dealer systems and linking directly to ACV’s broader data and marketplace tools. We’ll now examine how extending VIPER’s...
NYSE:WCN
NYSE:WCNCommercial Services

Assessing Waste Connections (WCN) Valuation After Mixed Recent Share Price Performance

Assessing Waste Connections after recent performance Without a specific news headline driving attention, Waste Connections (WCN) is drawing interest as investors reassess the stock after a mixed run, including negative year-to-date and 1-year returns alongside stronger multi-year performance. See our latest analysis for Waste Connections. The share price sits at US$169.20. Recent momentum is relatively muted, with a small 7 day share price return of 0.95% and a 90 day share price return of...
NasdaqGS:NBIX
NasdaqGS:NBIXBiotechs

Neurocrine’s New Tardive Dyskinesia Trial And What It Means For Valuation

Neurocrine Biosciences (NasdaqGS:NBIX) has started a Phase 2 clinical trial of its investigational compound NBI-1065890 for tardive dyskinesia. The company is building on its existing VMAT2 inhibitor franchise and prior FDA approvals in this therapeutic area. The study is designed to explore whether NBI-1065890 could offer a differentiated, longer-acting treatment option for patients. For you as an investor, this new trial sits squarely in Neurocrine’s core expertise in movement disorders,...
NYSE:NWN
NYSE:NWNGas Utilities

Assessing Northwest Natural Holding (NWN) Valuation After Steady Share Gains And Premium P/E Multiple

With no single headline event setting the tone, Northwest Natural Holding (NWN) is drawing attention as investors weigh its recent share performance against fundamentals such as revenue, net income and regulatory utility exposure. See our latest analysis for Northwest Natural Holding. Recent trading has been relatively steady, with a 7 day share price return of 3.24% and a 1 year total shareholder return of 25.69%, suggesting momentum that has been gradual rather than abrupt. Overall, the...
NYSE:HSY
NYSE:HSYFood

Hershey (HSY) Margin Collapse To 7.6% Tests Premium Valuation Narratives

Hershey (HSY) has wrapped up FY 2025 with Q4 revenue of US$3.1b, Basic EPS of US$1.58 and net income of US$320 million, setting the tone for how the full year’s earnings story lands for investors. Over recent quarters, the company has seen revenue move from US$3.0b in Q3 2024 to US$3.2b in Q3 2025 and Q4 revenue at US$3.1b. Basic EPS ranged from US$2.20 in Q3 2024 to US$1.36 in Q3 2025 and US$1.58 in Q4 2025, putting the spotlight firmly on how margins are holding up through the year. See our...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Microsoft Faces Market Doubts As US$650b AI Bet Pressures Margins

Microsoft and other large U.S. tech firms are planning to spend more than $650b on AI infrastructure in 2026, including data centers, chips, and software. This surge in capital spending has come alongside one of the sharpest sector sell offs in years, as investors question profitability and business model risks. Microsoft faces concentrated exposure through its dependence on OpenAI for a significant share of its cloud backlog. For Microsoft, ticker NasdaqGS:MSFT, this AI buildout is...