U.S. Office REITs Stock News

NYSE:GXO
NYSE:GXOLogistics

GXO Logistics (GXO) Is Up 14.1% After Mixed 2025 Results And New Defense Wins Has The Bull Case Changed?

In February 2026, GXO Logistics reported fourth-quarter 2025 revenue of US$3,507 million and full-year revenue of US$13.18 billion, alongside a sharp fall in net income to US$43 million for the quarter and US$32 million for the year, and issued 2026 guidance for 4%–5% organic revenue growth. At the same time, GXO deepened its push into aerospace, defense, and automotive logistics through new BMW Group and BAE Systems contracts and the creation of a Defense Advisory Board, while also winning...
NYSE:BOX
NYSE:BOXSoftware

Assessing Box (BOX) Valuation After Prolonged Share Price Weakness

Box stock snapshot after recent share performance Box (BOX) has recently seen weaker share performance, with the stock showing a 2.3% decline over the past day, 6.2% over the past week, and deeper pullbacks over the month and past 3 months. See our latest analysis for Box. With the share price now at $22.80, a year-to-date share price return of a 20.92% decline, and a 1-year total shareholder return of a 35.58% decline, recent weakness suggests momentum has been fading rather than building...
NYSE:MO
NYSE:MOTobacco

Is It Time To Reassess Altria Group (MO) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether Altria Group's current share price reflects its true worth, the starting point is to look closely at how the market is pricing its cash flows and risk today. The stock last closed at US$67.01, with returns of 2.5% over 7 days, 11.4% over 30 days, 16.9% year to date, 33.9% over 1 year, 79.5% over 3 years and 126.7% over 5 years. This naturally raises questions about how much of the story is already in the price. Recent headlines around Altria Group have focused on...
NasdaqGS:COLM
NasdaqGS:COLMLuxury

Is Columbia Sportswear (COLM) Fairly Priced After Recent Rebound In Share Price?

If you are wondering whether Columbia Sportswear is attractively priced or just a value trap, looking closely at its current valuation is a useful next step. The stock last closed at US$61.88, with returns of 1.3% over 7 days and 11.8% over 30 days, although the 1 year return of negative 23.6% and 5 year return of negative 35.1% show a very different picture. Recent attention on Columbia Sportswear has been shaped by ongoing discussions around brand strength, inventory trends and consumer...
NYSE:TKO
NYSE:TKOEntertainment

Does Insider Selling Amid Media Rights Optimism Reveal a Deeper Shift in TKO (TKO)’s Story?

In early February 2026, an SEC filing showed that Shane Kapral, a deputy CFO at a TKO Group Holdings subsidiary, sold 616 company shares, while recent fund commentary highlighted TKO’s role as the owner of UFC and WWE and its exposure to growing sports media demand. Cooper Investors’ emphasis on TKO’s media rights renewals and expanding multi-year sponsorship deals underscores how its combat sports assets are being leveraged across broadcast and commercial partnerships. We’ll now explore how...
NasdaqGS:FLNC
NasdaqGS:FLNCElectrical

Fluence Energy Faces Margin Strain Yet Builds Record Storage Backlog

Fluence Energy (NasdaqGS:FLNC) reported mixed quarterly results, with project cost overruns weighing on margins. The company recorded more than $750 million in new orders in the quarter, leading to a record backlog for its energy storage solutions. Revenue grew year over year, despite operational challenges tied to higher project costs. Fluence Energy, which last closed at $17.44, has had a volatile share price lately, with a 7 day return of an 8.0% decline and a 30 day return of a 26.8%...
NYSE:SNAP
NYSE:SNAPInteractive Media and Services

Assessing Snap’s Valuation After Earnings Beat Gucci AI Partnership And Legal Scrutiny

Snap (SNAP) just wrapped up a busy stretch, beating Wall Street’s fourth quarter expectations, closing a US$500 million buyback, rolling out new products and facing fresh legal scrutiny in Texas. See our latest analysis for Snap. Despite the recent earnings beat and completion of the US$500 million buyback, investor sentiment has been weak. Snap’s 30 day share price return of 39.67% and 1 year total shareholder return of 57.16% both point to fading momentum. Recent headlines, from the Gucci...
NYSE:RBRK
NYSE:RBRKSoftware

Rubrik Taps Jesse Green As CRO To Drive Enterprise Growth Story

Rubrik (NYSE:RBRK) has appointed Jesse Green as its new Chief Revenue Officer. The move reflects a leadership change focused on scaling the company’s global revenue organization. Green brings prior experience at Rubrik and other large technology firms to the role. Rubrik focuses on data security and cloud data management, an area that sits at the intersection of cybersecurity, backup, and compliance. As enterprises continue to shift more workloads to the cloud and increase their focus on...
NYSE:MH
NYSE:MHConsumer Services

McGraw Hill (MH) Q3 Loss Rekindles Debate On Margin Turnaround Narrative

McGraw Hill (MH) just posted Q3 2026 results with revenue of US$434.2 million, a basic EPS loss of US$0.11, and net income loss of US$20.2 million. Over recent quarters, the company has seen revenue move from US$416.5 million in Q3 2025 to US$473.3 million in Q4 2025, then to US$535.7 million in Q1 2026 and US$669.2 million in Q2 2026, while EPS swung between a loss of US$0.32 in Q3 2025, a deeper loss of US$0.94 in Q4 2025, a marginal profit of US$0.00 in Q1 2026, and a profit of US$0.57 in...
NYSE:PNR
NYSE:PNRMachinery

Pentair (PNR) Is Up 5.0% After Elevating Strategy And Digital Leadership – Has The Bull Case Changed?

Pentair plc has reported past fourth-quarter 2025 sales of US$1,020.5 million and full-year sales of US$4.18 billion, alongside executive reshuffling that consolidates technology, digital and innovation leadership under a newly created Chief Strategy, Innovation and Digital Officer role. The elimination of separate Chief Supply Chain and Chief Technology Officer roles, with responsibilities folded into finance and strategy, suggests a tighter coupling of operations, innovation and capital...
NYSE:TREX
NYSE:TREXBuilding

Is Trex Company (TREX) Attractively Priced After A 37% One Year Share Price Decline

If you are wondering whether Trex Company’s share price reflects its underlying worth today, you are not alone. This article will help you see how the current market price stacks up against several valuation checks. The stock last closed at US$42.65, with a 7 day return of a 0.9% decline, a 30 day return of 1.1% and a year to date return of 19.0%. The 1 year return sits at a 37.1% decline and the 3 and 5 year returns are 23.4% and 58.3% declines respectively. Recent coverage of Trex has...
NYSE:TOST
NYSE:TOSTDiversified Financial

Evaluating Toast’s Valuation After Strong Q4 Results And New Instacart Partnership

Why Toast’s latest earnings and Instacart deal matter now Toast (TOST) is back in focus after fourth quarter results showed revenue of US$1.63b and net income of US$101 million, alongside a new Instacart partnership aimed at improving restaurant and retailer operations. With the share price down about 25% over the past month, many investors are asking whether the combination of earnings momentum and the Instacart tie up changes the risk reward profile for Toast from here. See our latest...
NYSE:EOG
NYSE:EOGOil and Gas

Assessing EOG Resources (EOG) Valuation After Recent Share Price Momentum And Efficiency Narrative

Event driven snapshot of EOG Resources EOG Resources (EOG) has been drawing fresh attention after recent share price moves, with the stock last closing at $117.85 and posting mixed short and longer term returns that investors are reassessing. See our latest analysis for EOG Resources. The recent 7 day share price return of 4.76% and 30 day share price return of 9.08% suggest momentum has picked up again. However, the 1 year total shareholder return shows a 5.27% decline, which contrasts with...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Reddit Shirofune Integration Tests Ad Performance As Stock Slides

Shirofune has integrated Reddit Ads into its omnichannel automation platform, allowing marketers to manage Reddit campaigns alongside other major digital channels in one interface. The update gives agencies and advertisers more streamlined access to Reddit's ad inventory, with unified planning, budget allocation, and performance optimization. For Reddit (NYSE:RDDT), this integration comes at a time when the stock has seen sharp declines, with a 13.2% drop over the past week, 49.4% over the...
NasdaqGS:DMLP
NasdaqGS:DMLPOil and Gas

A Look At Dorchester Minerals (DMLP) Valuation After Dividend Increase And Insider Buying

Dividend move and insider buying put Dorchester Minerals (DMLP) in focus Dorchester Minerals (DMLP) has drawn fresh attention after lifting its quarterly dividend to $0.7557 per unit, alongside insider purchases by its director and CFO that may indicate confidence in the partnership’s outlook. See our latest analysis for Dorchester Minerals. Those dividend and insider buying headlines come after a period where the 30 day share price return of 8% and 90 day gain of 6.82% sit against a 1 year...
NYSE:HPQ
NYSE:HPQTech

HP Leadership Reset Raises Questions On Strategy And Shareholder Value

HP (NYSE:HPQ) appointed Bruce Broussard as Interim CEO after Enrique Lores stepped down. The board has started a formal search for a permanent chief executive. The leadership change comes as the company reviews its direction and oversight at the top. HP shares recently closed at $18.87, with the stock showing a 10.5% decline over the past 30 days and a 14.7% decline year to date. Over the past year, NYSE:HPQ is down 40.8%, and the stock has also recorded weaker returns over the past 3 and 5...
NasdaqGS:CSWC
NasdaqGS:CSWCCapital Markets

How Investors Are Reacting To Capital Southwest (CSWC) Strong Earnings Without Share Buybacks

In February 2026, Capital Southwest Corporation reported past third-quarter 2025 results showing revenue of US$61.45 million and net income of US$32.9 million, with basic earnings per share from continuing operations of US$0.57 and diluted earnings per share of US$0.54. Alongside this earnings strength, the company reported no share repurchases under its existing buyback authorization during the quarter, underscoring that operating performance rather than capital returns drove the update. We...
NasdaqCM:RGTI
NasdaqCM:RGTISemiconductor

Rigetti Targets High Fidelity Quantum Leap As Valuation Lags Expectations

Rigetti Computing is preparing to launch its Cepheus-1-108Q quantum system, targeting an industry-leading fidelity benchmark. The company has publicly outlined hardware goals of 99.5% two-qubit gate fidelity and a 1,000-qubit system within two years. These targets come as competition from large technology players such as Google and IBM intensifies in commercial quantum computing. For investors tracking NasdaqCM:RGTI, the new hardware roadmap lands after a mixed share price record. The stock...
NasdaqCM:SKYT
NasdaqCM:SKYTSemiconductor

Assessing SkyWater Technology (SKYT) Valuation After A Strong 90 Day And 1 Year Share Price Run

SkyWater Technology (SKYT) has drawn fresh attention after recent trading left the stock with a mixed return pattern, including a gain over the past 3 months along with a weaker move in the past month. See our latest analysis for SkyWater Technology. At the current share price of $28.41, SkyWater’s recent 1 day and 1 month share price declines sit against a 90 day share price return of 64.89% and a 1 year total shareholder return of 192.89%. This suggests earlier momentum has cooled slightly...
NasdaqGM:ARRY
NasdaqGM:ARRYElectrical

A Look At Array Technologies (ARRY) Valuation After Recent Share Price Weakness

Recent performance context for Array Technologies Array Technologies (ARRY) has drawn investor attention after recent share price swings, with the stock showing a 3.7% decline over the past day and a 4.0% decline over the past week. See our latest analysis for Array Technologies. While the share price has softened over the past week, Array Technologies has a 30-day share price return of 6.9% and a 90-day share price return of 30.68%, alongside a 1-year total shareholder return of 61.72% but a...
NYSE:BWA
NYSE:BWAAuto Components

Is It Too Late To Consider BorgWarner (BWA) After A 129.8% One-Year Surge?

Wondering if BorgWarner shares are still reasonably priced after their recent run, or if you might be looking at an overheated stock? This article walks through the numbers so you can judge the value for yourself. The stock most recently closed at US$66.55, with returns of 32.1% over 7 days, 38.2% over 30 days, 42.7% year to date, 129.8% over 1 year, 56.7% over 3 years and 89.0% over 5 years. Recent headlines around BorgWarner have focused on how the company is positioned within the...
NYSE:CIEN
NYSE:CIENCommunications

Why Ciena (CIEN) Is Up 15.8% After Joining the S&P 500 and AI-Focused Indexes – And What's Next

Ciena Corporation was recently added to the S&P 500, S&P Global 1200, and related S&P 500 sub-indices, while being removed from several mid- and small-cap benchmarks, underscoring its reclassification into the large-cap segment. This index reshuffling comes as Ciena positions itself as a core supplier of high-capacity optical networks for AI data centers, supported by advanced WaveLogic 6 technology and a multibillion-dollar order backlog. Next, we’ll consider how Ciena’s inclusion in the...
NYSE:IIPR
NYSE:IIPRIndustrial REITs

Should IIPR’s 2025 Earnings Call and Cannabis Policy Watchlist Require Action From Innovative Industrial Properties (IIPR) Investors?

Innovative Industrial Properties, Inc. previously announced it would report its fourth-quarter 2025 results after the NYSE close on Monday, February 23, 2026, followed by an investor conference call the next day, with a live webcast available on the company’s website. This earnings update comes as investors closely watch potential U.S. cannabis regulatory shifts, which could materially influence IIPR’s tenants and long-term real estate cash flows. Against this backdrop, we’ll consider how...
NYSE:SE
NYSE:SEMultiline Retail

Sea (SE) Valuation Check After New Share Buyback And Growth Investments

Sea (SE) is back in the spotlight after its board approved a sizeable share buyback program, paired with ongoing spending on e-commerce, AI tools, and regional expansion that has sharpened investor focus on the stock. See our latest analysis for Sea. Those buyback headlines and fresh spending plans come after a choppy period, with the 30 day share price return at a 16% decline and the year to date share price return at a 17.1% decline. The 3 year total shareholder return of 63.2% contrasts...