U.S. Office REITs Stock News

NasdaqGS:AEP
NasdaqGS:AEPElectric Utilities

Assessing American Electric Power (AEP) After Strong 1-Year Share Price Rally

If you are wondering whether American Electric Power Company is reasonably priced after its recent run, this article walks through what the numbers actually suggest about value, not just the share price. The stock last closed at US$129.37, with returns of 10.9% over the past 30 days and 26.9% over the last year, adding to longer term returns of 60.1% over 3 years and 107.3% over 5 years. Recent coverage around American Electric Power Company has focused on its role as a large regulated...
NasdaqGS:CRUS
NasdaqGS:CRUSSemiconductor

Is It Too Late To Consider Cirrus Logic (CRUS) After Strong 12 Month Share Price Run?

If you are wondering whether Cirrus Logic stock still offers value at recent prices, this article will help you weigh what the current market is implying about the company. The shares closed at US$142.14, with returns of 11.6% over the last 30 days, 18.8% year to date and 30.3% over the past year. This performance has likely changed how some investors view both its potential and its risks. Recent attention on Cirrus Logic has focused on its role within the broader semiconductor space and how...
NYSE:CIEN
NYSE:CIENCommunications

Why Ciena (CIEN) Is Up 10.2% After Analyst Upgrades On AI-Driven Optical Demand Shift

In mid-February 2026, Ciena attracted heightened attention after multiple brokerages reiterated or upgraded their views on the company, citing stronger confidence in its optical networking business and long-term demand tied to cloud and AI infrastructure. This wave of renewed analyst conviction underscores how Ciena’s role in high-capacity optical transport for hyperscalers and global carriers is becoming increasingly central to AI-era network build‑outs. With recent analyst upgrades...
NYSE:PSA
NYSE:PSASpecialized REITs

Is PSA’s PS4.0 Pivot and CFO-to-CEO Move Altering The Investment Case For Public Storage (PSA)?

Public Storage recently reported fourth-quarter 2025 results showing revenue of US$1,215.79 million and net income of US$507.08 million, while its Board declared a regular quarterly dividend of US$3.00 per share payable on March 31, 2026, to shareholders of record on March 16, 2026. Alongside these results, the company unveiled its PS4.0 plan and announced a leadership reshuffle, with long-time CFO and Chief Investment Officer Tom Boyle becoming CEO and Joe Fisher stepping in as President...
NYSE:PGR
NYSE:PGRInsurance

How Strong Premium Growth but Softer Investment Income Will Impact Progressive (PGR) Investors

In February 2026, The Progressive Corporation reported January results showing year-over-year growth in net premiums written and earned, alongside a 10% increase in total policies in force driven by agency and direct auto segments. At the same time, several major Wall Street firms trimmed their earnings expectations and turned more cautious on Progressive’s near-term outlook after weaker-than-expected net investment income. We’ll now examine how Progressive’s solid premium and policy growth,...
NasdaqGS:COIN
NasdaqGS:COINCapital Markets

Assessing Coinbase Global (COIN) Valuation After Cybersecurity Concerns And Mixed Recent Returns

Coinbase Global (COIN) is back in focus after a volatile stretch, with the share price showing mixed short term performance, as well as longer term gains that contrast with recent negative one month and three month returns. See our latest analysis for Coinbase Global. The latest 1 day share price return of 3.3% and 7 day share price return of 4.3% sit against weaker 30 day and 90 day share price returns. The 3 year total shareholder return of about 3x suggests earlier investors have still...
NasdaqGS:SMCI
NasdaqGS:SMCITech

Super Micro Computer (SMCI) Is Up 6.2% After Hiking Revenue Outlook To US$40 Billion On AI Demand – Has The Bull Case Changed?

Earlier in February, Super Micro Computer raised its full-year revenue guidance to at least US$40.00 billion, driven by strong demand for AI servers, with more than 90% of recent quarterly revenue coming from AI platforms and supported by expansion plans such as potential AI system production in India. The upgraded outlook, combined with insider share purchases, bullish options activity, and analyst focus on margin expansion from its Data Center Building Block Solutions platform, has...
NYSE:TSM
NYSE:TSMSemiconductor

Assessing Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Momentum

Taiwan Semiconductor Manufacturing (NYSE:TSM) is back in focus after a recent share price move, with the stock closing at US$370.54. That puts recent returns and underlying financial metrics under closer investor scrutiny. See our latest analysis for Taiwan Semiconductor Manufacturing. The latest move comes on top of a 10.65% 1 month share price return and a 30.18% 3 month share price return. The 1 year total shareholder return of 88.88% and 5 year total shareholder return of 214.14% point to...
NYSE:AGO
NYSE:AGOInsurance

Assessing Assured Guaranty (AGO) Valuation As Long Term Returns Contrast With Recent Share Performance

Why Assured Guaranty Stock Is On Investors’ Radar Assured Guaranty (AGO) has attracted fresh attention after recent trading moves, with the share price at $88.39 and short term returns showing a mix of gains over the week and month, alongside a small negative past 3 months performance. See our latest analysis for Assured Guaranty. The recent 6.2% 1 month share price return, alongside a small 1 day gain, contrasts with a slightly negative year to date share price return. At the same time, 3...
NasdaqGS:SOFI
NasdaqGS:SOFIConsumer Finance

SoFi Crypto Relaunch And Vivian Tu Hire Test Valuation And Growth Story

SoFi Technologies (NasdaqGS:SOFI) relaunched its crypto platform and saw over 63,000 customers use it within 10 days. The crypto relaunch comes during challenging market conditions for digital assets. SoFi appointed personal finance influencer Vivian Tu as chief of financial empowerment. Tu’s role focuses on financial literacy, customer education, and brand engagement. SoFi sits at the intersection of digital banking, lending, and investing, so quick traction on its crypto relaunch provides...
NasdaqGS:IQ
NasdaqGS:IQEntertainment

What iQIYI (IQ)'s First Immersive Theme Park Move Means For Shareholders

On February 8, 2026, iQIYI opened iQIYI LAND in Yangzhou, China’s first immersive indoor theme park created by a streaming platform, turning popular dramas into interactive, tech-enabled experiences across seven themed zones. This offline expansion aims to extend the life and value of iQIYI’s content IP, deepen fan engagement, and link its streaming ecosystem with China’s growing cultural tourism market. Next, we’ll examine how iQIYI LAND’s offline, IP-driven experiences could reshape...
NasdaqGS:MELI
NasdaqGS:MELIMultiline Retail

Is MercadoLibre (MELI) Pricing Look Attractive After Recent Share Price Pullback?

If you are wondering whether MercadoLibre is still worth your attention at around US$1,996.87 per share, the key question is how that price stacks up against the value of the business. The stock has had a mixed run, with a 0.4% return over the last 7 days, a 6.6% decline over the past 30 days, a 1.2% gain year to date, and an 11.6% decline over the last year. The 3 year and 5 year returns sit at 72.6% and 21.9% respectively. Recent coverage around MercadoLibre has focused on its role as a...
NYSE:CC
NYSE:CCChemicals

Chemours Reshapes Portfolio Around Opteon As Losses Pressure Turnaround

Chemours (NYSE:CC) is selling its Kuan Yin site as part of a broader transformation of its portfolio. The company is concentrating resources on Thermal & Specialized Solutions, anchored by its Opteon refrigerants. These moves come as Chemours faces financial pressures and operational challenges in other parts of its business. The update includes asset sales and plant closures alongside record performance in the TSS segment. For you as an investor, the key point is that Chemours is reshaping...
NYSE:CAT
NYSE:CATMachinery

Will Caterpillar’s (CAT) 2 GW AI Power Deal Reshape Its Services and Infrastructure Narrative?

In recent weeks, Caterpillar’s Power & Energy unit delivered double-digit annual growth and secured an agreement to supply natural gas generators and battery storage totaling 2 gigawatts of power to American Intelligence and Power’s Monarch Compute Campus by 2027. This surge in demand for power generation solutions beyond traditional data centers is drawing attention to Caterpillar’s shift toward higher-margin services and AI-related infrastructure exposure. We’ll now examine how...
NasdaqGS:IREN
NasdaqGS:IRENSoftware

IREN Recasts Bitcoin Roots Into AI Cloud Story With Index Backing

IREN (NasdaqGS:IREN) has been added to the MSCI USA Index, expanding its visibility with institutional investors. Cantor Fitzgerald has made a major investment in IREN, reflecting growing interest in the company’s AI cloud ambitions. The company has formally shifted focus from Bitcoin mining to AI cloud infrastructure and appointed a Chief Innovation Officer to lead next generation data center engineering. IREN, traded on NasdaqGS:IREN, is repositioning itself from a pure Bitcoin miner to...
NYSE:MAIN
NYSE:MAINCapital Markets

A Look At Main Street Capital’s Valuation After Expanding Its Revolving Credit Facility By $30 Million

Main Street Capital (MAIN) recently expanded its multi year revolving credit facility commitments to $1.175b by adding a new lender and $30 million in capacity to support future investments and general corporate uses. See our latest analysis for Main Street Capital. At a share price of $57.94, Main Street Capital has had a 30 day share price return of 9.54% decline and a year to date share price return of 6.17% decline, while its 3 year total shareholder return of 80.35% and 5 year total...
NYSE:ONON
NYSE:ONONLuxury

Is On Holding (ONON) Fairly Priced After Strong Multi Year Share Price Gains?

If you are wondering whether On Holding's share price still reflects its true worth, you are not alone. This article will help you frame that question in a structured way. The stock most recently closed at US$49.42, with returns of 9.1% over the past 7 days, 7.5% over 30 days, 5.3% year to date, 2.0% over 1 year and a very large 3 year return of 139.0%. Recent coverage has focused on On Holding as a fast growing athletic footwear brand and on how its products are gaining visibility with...
NasdaqGS:SHOP
NasdaqGS:SHOPIT

Shopify Leans Into AI Agents And Buybacks After Logistics Exit

Shopify launched Agentic Commerce Services, a suite of autonomous AI agents designed to help merchants run and monetize key e-commerce tasks. The company paired the launch with a $2b share buyback program and a clearer focus on high margin software after exiting its logistics operations. These moves point to a sharpened role for Shopify as a core infrastructure provider for AI driven online retail. NasdaqGS:SHOP last closed at $126.2, with the share price up 12.0% over the past week and up...
NasdaqGS:INCY
NasdaqGS:INCYBiotechs

Incyte Expands Latin Reach As NIKTIMVO Push Meets Mixed Valuation Signals

Incyte (NasdaqGS: INCY) has expanded its partnership with Knight Therapeutics in Latin America, adding exclusive distribution rights for key therapies. The companies are advancing the regulatory submission for NIKTIMVO in Brazil, targeting approval for use in chronic graft versus host disease and other indications. This update reflects Incyte's wider efforts to grow its presence across Latin American markets beyond its existing portfolio. For you as an investor, this move highlights how...
NYSE:LHX
NYSE:LHXAerospace & Defense

Is It Too Late To Consider L3Harris Technologies (LHX) After Its 82% One-Year Surge?

If you are wondering whether L3Harris Technologies is priced fairly after its recent run, this article walks through how the current share price compares with a range of valuation checks. The stock last closed at US$356.14, with returns of 3.1% over the past 7 days, 17.0% year to date, 82.4% over 1 year, 80.6% over 3 years and 116.8% over 5 years. This naturally raises questions about how much of the story is already reflected in the price. Recent headlines around L3Harris have focused on...
NYSE:LYV
NYSE:LYVEntertainment

A Look At Live Nation Entertainment (LYV) Valuation After Strong Recent Share Price Momentum

Why Live Nation Entertainment (LYV) is on investors’ radar today Live Nation Entertainment (LYV) shares have been drawing fresh attention after a recent stretch of positive returns, prompting investors to reassess how its live events and ticketing model fits into their portfolios. See our latest analysis for Live Nation Entertainment. The recent 1 month share price return of 10.68% and 3 month share price return of 29.50%, alongside a 3 year total shareholder return of about 14x, suggest...
NYSE:CVS
NYSE:CVSHealthcare

Fresh Look At CVS Health (CVS) Valuation After Recent Stock Pullback And Restructuring Charges

Why CVS Health (CVS) Is Back on Investor Radars CVS Health (CVS) has drawn fresh attention after recent share price pressure, with the stock down about 7.6% over the past month and 1.6% over the past 3 months. See our latest analysis for CVS Health. While the 1 month share price return of a 7.61% decline and a weaker recent trend hint at fading short term momentum, the 1 year total shareholder return of 25.42% and 5 year total shareholder return of 32.56% show a very different longer term...
NYSE:DHI
NYSE:DHIConsumer Durables

D.R. Horton Beat Tests Valuation Premium As Insider Selling Persists

D.R. Horton (NYSE:DHI) reported stronger than expected fiscal Q1 2026 results, despite ongoing softness in the U.S. housing market. The company highlighted resilient demand and continued execution in a challenging operating backdrop. At the same time, insider selling activity has persisted, drawing attention to management and insider sentiment. Shares of D.R. Horton last closed at $164.12, with a 1 year return of 31.8% and a 5 year return of 124.5%. D.R. Horton sits in a key position within...
NasdaqGS:CAR
NasdaqGS:CARTransportation

Why Avis Budget Group (CAR) Is Down 18.5% After a US$500 Million EV Fleet Write-Down

Avis Budget Group recently reported fourth-quarter and full-year 2025 results, posting US$2,664 million in Q4 sales and a full-year net loss of US$889 million after a large impairment on its electric vehicle fleet. The company’s decision to shorten the economic life of certain EVs and record more than US$500 million in related write-downs marks a major reset of its fleet strategy and risk management approach. We’ll now examine how this sizable EV fleet write-down and broader reset in fleet...