U.S. Office REITs Stock News

NYSE:CCK
NYSE:CCKPackaging

Should Crown’s Mixed Q4 and Strong 2025 Earnings Require Action From Crown Holdings (CCK) Investors?

Crown Holdings, Inc. has reported past fourth-quarter 2025 results, with sales rising to US$3,127 million from US$2,903 million, while quarterly net income fell to US$150 million from US$358 million and diluted EPS from continuing operations declined to US$1.31 from US$3.02. Over the full year, however, sales increased to US$12.37 billion and net income to US$738 million, lifting diluted EPS from continuing operations to US$6.38 from US$3.55, highlighting a contrast between stronger annual...
NasdaqGS:TLN
NasdaqGS:TLNRenewable Energy

Talen Rezoning Rebuff Highlights Data Center Growth And Community Risk

County commissioners in Pennsylvania rejected Talen Energy's (NasdaqGS:TLN) request to rezone land for data center development. The decision followed community pushback over environmental impacts and potential effects on local power costs. The ruling affects Talen's plans to expand its data center footprint using generation assets in the region. Talen Energy operates power generation assets and has been working to build a data center business that sits alongside its traditional electricity...
NasdaqGS:WDC
NasdaqGS:WDCTech

Western Digital Maps AI Storage Road Ahead As Valuation Holds Near Fair Value

Western Digital (NasdaqGS:WDC) has outlined a new storage roadmap focused on AI workloads. The plan includes next generation 40TB UltraSMR drives and a path to HDDs above 100TB, alongside dual track work on ePMR and HAMR technologies. The company is also expanding its platforms business and developing an intelligent software platform to broaden access to hyperscale style storage economics. Western Digital sits at the center of data creation and storage, supplying hard drives and flash...
NasdaqGS:HBAN
NasdaqGS:HBANBanks

Huntington Bancshares Governance Shifts Put Category III Risks In Focus

Huntington Bancshares (NasdaqGS:HBAN) appointed Senthil Kumar as Chief Risk Officer following its merger with Cadence Bank. The bank added three former Cadence Bank executives to its board as part of post merger governance changes. Huntington moved into Category III status, bringing new regulatory requirements and risk management expectations. Huntington Bancshares focuses on regional banking services, including lending, deposits, and treasury solutions for consumers and businesses. With...
NasdaqGS:MBLY
NasdaqGS:MBLYAuto Components

A Look At Mobileye Global (MBLY) Valuation After Mahindra Picks Its ADAS For Future Models

Mobileye Global (MBLY) just announced that Mahindra & Mahindra plans to use its SuperVision and Surround ADAS systems in at least six future vehicle models, with production targeted to start in 2027. See our latest analysis for Mobileye Global. Despite the Mahindra win and recent conference appearances, momentum in Mobileye Global’s share price return has been weak overall. A 7 day share price return of 7.8% contrasts with a 1 year total shareholder return decline of 42.4% and a 3 year total...
NYSE:DG
NYSE:DGConsumer Retailing

New Dollar General Chair And Board Shift Under Scrutiny At US$147 Share Price

Dollar General (NYSE:DG) has appointed David P. Rowland as its new chairman of the board. The company also announced an upcoming retirement from its board, signaling further changes in governance. These board level moves highlight an evolving oversight structure for the retailer. For investors watching Dollar General at a share price of $147.16, these boardroom shifts come after a mixed performance profile. The stock is up 7.6% year to date and 103.8% over the past year, while the 3 year...
NYSE:SR
NYSE:SRGas Utilities

How Investors Are Reacting To Spire (SR) Earnings Growth And Capital Structure Shake-Up

Spire Inc. recently reported first-quarter 2026 results showing higher sales of US$762.2 million and net income of US$95.0 million, alongside affirming its US$0.825 quarterly dividend and planning a full redemption of its 5.90% Series A preferred stock. Together with the launch of new fixed-rate senior unsecured notes due 2031, these moves suggest an active reshaping of Spire’s capital structure while its core gas utility operations delivered year-on-year earnings growth. With first-quarter...
NYSE:HUM
NYSE:HUMHealthcare

Humana (HUM) Net Margin Stuck Near 1% Keeps Long Term Growth Narratives Under Scrutiny

Humana (HUM) has put out its latest FY 2025 numbers with third quarter revenue of US$32.6b, basic EPS of US$1.62 and net income of US$195m, giving investors a fresh look at how the year is tracking. The company has seen quarterly revenue move from US$29.2b in Q4 2024 to US$32.1b in Q1 2025, US$32.4b in Q2 2025 and US$32.6b in Q3 2025, while basic EPS shifted from a loss of US$5.75 in Q4 2024 to US$10.31, US$4.52 and US$1.62 across the first three quarters of 2025. Put together with trailing...
NYSE:NSP
NYSE:NSPProfessional Services

Insperity (NSP) Margin Slide To Q4 Loss Deepens Debate On Profitability Recovery Narrative

Insperity (NSP) just closed out FY 2025 with Q4 revenue of US$1.7b and a basic EPS loss of US$0.88, alongside trailing twelve month revenue of US$6.8b and basic EPS of US$0.19, reflecting a small loss over the year. The company has seen quarterly revenue move from US$1.6b in Q4 2024 to US$1.7b in Q4 2025. Over the same period, quarterly EPS has shifted from a loss of US$0.22 in Q4 2024 to a loss of US$0.88 in Q4 2025, and from a profit of US$1.34 in Q1 2025. This sets up a story where revenue...
NYSE:BLDR
NYSE:BLDRBuilding

A Look At Builders FirstSource (BLDR) Valuation After Recent Share Price Rebound

Why Builders FirstSource is on investors’ radar today Builders FirstSource (BLDR) has drawn fresh attention after recent share price moves, with the stock showing mixed short term performance and a weaker past year compared with stronger multi year total returns. At a recent close of $126.94, the company’s return over the past month contrasts with its negative 1 year total return. However, 3 year and 5 year total returns remain higher for longer term holders. See our latest analysis for...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

A Look At Mondaycom (MNDY) Valuation After Recent Share Price Weakness

Event context and recent price performance monday.com (MNDY) has drawn investor attention after a sharp pullback, with the share price at $73.09 and negative returns over the past week, month and past 3 months, as well as year to date. This article looks at how that recent performance sits alongside the company’s current revenue base of US$1.23b and net income of US$118.74 million, and how that combination may be considered by investors assessing the stock today. See our latest analysis for...
NYSE:UPS
NYSE:UPSLogistics

Teamsters Lawsuit Puts UPS Driver Buyouts And Cost Cuts In Focus

Teamsters Union has filed lawsuits and emergency motions against United Parcel Service over its new Driver Choice Program. The union alleges the buyout program violates the national labor contract by asking drivers to waive union rights. Teamsters claims the plan could cut up to 30,000 union jobs and has asked the court to issue an injunction. United Parcel Service, traded as NYSE:UPS, is facing this legal challenge at a time when its shares are around $120.0. The stock shows mixed medium...
NasdaqGM:KDK
NasdaqGM:KDKAuto Components

Assessing Kodiak AI (KDK) Valuation After Recent Share Price Swings

Kodiak AI (KDK) has attracted fresh attention after recent share price swings, with the stock showing a negative return over the past month but a positive move across the past 3 months. See our latest analysis for Kodiak AI. That recent 11.6% 1 month share price decline and 20.4% year to date share price return fall sit against a 32.3% 3 month share price return. Meanwhile, the 1 year total shareholder return is 21.9% lower, suggesting shorter term momentum has cooled after a stronger...
NasdaqGS:DOCU
NasdaqGS:DOCUSoftware

A Look At DocuSign (DOCU) Valuation After New Iris AI Agreement Tools

AI product updates and what they could mean for DocuSign (DOCU) DocuSign (DOCU) used its WEST Conference 2026 appearance to spotlight new AI tools inside its Intelligent Agreement Management platform, including Iris, which summarizes contracts, answers signer questions, and automates parts of the e-signature workflow. See our latest analysis for DocuSign. Despite spotlighting new AI tools, DocuSign’s share price has faced pressure, with a 30-day share price return of 35.09% and a 1-year total...
NasdaqGS:TENB
NasdaqGS:TENBSoftware

Is It Time To Revisit Tenable Holdings (TENB) After Recent Price Rebound?

If you are wondering whether Tenable Holdings at around US$22.55 is starting to look interesting again, the key question is whether the current share price lines up with the company’s underlying value. The stock has moved sharply in the short term, with a 14.4% return over the last 7 days. Returns over 30 days, year to date and the past few years, including a 43.1% return over 1 year, paint a more mixed picture of risk and sentiment. Recent coverage around Tenable has focused on its role in...
NYSE:ASH
NYSE:ASHChemicals

Ashland (ASH) Valuation Check After Mixed Returns And Modest Undervaluation Estimate

Ashland (ASH) has been drawing attention after recent share performance data showed mixed returns, with a modest gain over the past 3 months but softer moves over the past month and year. See our latest analysis for Ashland. With the latest share price at $62.43, Ashland’s 90 day share price return of 17.57% contrasts with a weaker 3 year total shareholder return of 36.33% decline, suggesting recent momentum is building after a tougher stretch for long term holders. If this mixed picture has...
NasdaqGM:EVER
NasdaqGM:EVERInteractive Media and Services

Is EverQuote (EVER) Ready for an AI-Driven Shake-Up in Online Insurance Brokerage?

In the past week, EverQuote came under pressure after competitor Insurify launched a new artificial intelligence tool that raised concerns about how emerging technology could reshape the online insurance brokerage landscape. This development has sharpened investor focus on whether EverQuote’s existing tech stack and marketplace model can keep pace with rapid AI-driven change across the sector. We’ll now examine how Insurify’s new AI tool, and the competitive technology threat it represents,...
NYSE:HCC
NYSE:HCCMetals and Mining

Does Warrior Met Coal’s Dividend and Blue Creek Push Reframe Its Capital Allocation Story (HCC)?

Warrior Met Coal, Inc. recently declared a regular quarterly cash dividend of US$0.08 per share, payable on March 2, 2026, to shareholders of record as of February 23, 2026. Alongside this dividend, investor attention has focused on the company’s Blue Creek growth project and new federal coal leases, which could reshape its long-term cash generation profile. Next, we’ll examine how the Blue Creek expansion and related developments might influence Warrior Met Coal’s existing investment...
OTCPK:JFBC
OTCPK:JFBCBanks

Jeffersonville Bancorp Q3 Net Margin Strength Reinforces Bullish Narratives On Profitability

Jeffersonville Bancorp (JFBC) has reported another steady quarter, with Q3 FY 2025 revenue of US$8.4 million and basic EPS of US$0.78, supported by net income of US$3.3 million. The company’s revenue increased from US$8.0 million in Q3 FY 2024 to US$8.4 million in Q3 FY 2025, while basic EPS moved from US$0.73 to US$0.78 over the same period, giving investors a clear view of how the top and bottom lines are tracking year over year. With trailing net margins in the high 30% range and earnings...
NYSE:LOB
NYSE:LOBBanks

CEO Stock Sale Tests Investor Sentiment After Strong Live Oak Results

Live Oak Bancshares (NYSE:LOB) CEO James S. Mahan III recently sold company stock under a pre arranged trading plan. The sale followed the release of strong fourth quarter results that exceeded prior expectations. The timing and size of the insider sale are drawing attention from shareholders and market watchers. Live Oak Bancshares focuses on lending to small businesses, an area that can be closely tied to broader economic activity and credit conditions. After the company reported strong...
NasdaqGS:FSLR
NasdaqGS:FSLRSemiconductor

A Look At First Solar (FSLR) Valuation After Backlog Extension And Power Demand Tailwinds

First Solar (FSLR) is back in focus after investors reacted to its extended contracted backlog through 2030, solid annual revenue growth, and a positive free cash flow margin, all set against rising U.S. electricity demand. See our latest analysis for First Solar. Despite a 43.57% 1-year total shareholder return, First Solar’s recent share price has cooled, with a 16.99% year to date share price decline and an 11.25% 3-month share price return reflecting some hesitation after strong backlog...
NasdaqGM:BLBD
NasdaqGM:BLBDMachinery

Blue Bird (BLBD) Valuation Check After Strong Orders Margins And Reaffirmed Guidance

Blue Bird (BLBD) is back in focus after its latest quarterly update, as investors weigh higher sales, a sharp pickup in orders, firmer margins, and reaffirmed full year guidance against the stock’s recent strong performance. See our latest analysis for Blue Bird. The earnings update appears to have reinforced an already strong run, with a 7 day share price return of 16.26% and a year to date share price return of 23.55%, while the 1 year total shareholder return of 61.87% and 3 year total...
NYSE:BAC
NYSE:BACBanks

Bank Of America Weighs Stablecoin Rules Consumer Trends And Wealth Strength

Bank of America (NYSE:BAC) is joining other major US banks in calling for limits on stablecoin interest payments and urging Congress to act as the Clarity Act stalls. The bank is sharing an upbeat view on the US economy, with its CEO pointing to real time consumer spending data. Merrill advisors at Bank of America are gaining broad recognition in Forbes' Top Women Wealth Advisors lists. For you as an investor, these updates touch on several key parts of Bank of America’s business model,...
NYSE:RBRK
NYSE:RBRKSoftware

A Look At Rubrik (RBRK) Valuation After The Chief Revenue Officer Promotion

Leadership change as a new lens on Rubrik stock Rubrik (RBRK) has put revenue execution in the spotlight after promoting Jesse Green to Chief Revenue Officer. This move could shape how investors think about the company’s go to market path. See our latest analysis for Rubrik. Rubrik’s share price is US$55.12 after a 6.27% 7 day share price return. However, a 26.96% year to date share price decline and a 28.92% 1 year total shareholder return decline suggest momentum has been fading despite...