U.S. Office REITs Stock News

Marriott Vacations Worldwide (VAC) has drawn fresh attention after recent share price moves, with the stock up 5.0% over the past week and 13.5% over the past month, prompting investors to reassess its fundamentals. See our latest analysis for Marriott Vacations Worldwide. While the recent 7-day and 30-day share price returns of 7.07% and 13.54% suggest short term momentum, the 1-year total shareholder return decline of 23.57% points to a much weaker longer term picture that investors are...

AXIS Capital Holdings (NYSE:AXS) is back in focus after recent trading left the stock around $103.07, prompting investors to reassess its value against company fundamentals and recent share price performance. See our latest analysis for AXIS Capital Holdings. Recent trading has been choppy, with a 2.31% one day share price decline and a 5.23% seven day share price return. However, the 1 year total shareholder return of 19.09% and 5 year total shareholder return of 132.09% point to momentum...

NuScale Power (SMR) is back in focus after a flurry of pro nuclear moves from Washington, including Congressional hearings and executive orders aimed at speeding advanced reactor deployment, along with NRC approval of its 77 megawatt small modular reactor design. See our latest analysis for NuScale Power. Those policy moves and the NRC green light have coincided with a sharp mood shift in the stock, with a 15.14% 1 day share price return and a 31.24% 7 day share price return contrasting with...

In recent commentary, analysts have highlighted that Archer Aviation remains pre-certification and pre-revenue, with Federal Aviation Administration type approval for its Midnight eVTOL aircraft still pending and without a firm timeline. At the same time, bullish projections for the broader low-altitude aviation market and Archer’s high-profile partnerships, including its planned role in the 2028 Los Angeles Olympics, underline a sharp contrast between long-term ambition and near-term...

If you are wondering whether Palantir Technologies' current share price still makes sense, the key question is how that price lines up with the underlying value of the business. The stock closed at US$174.04, with a 3.8% decline over the last 7 days and a 4.2% decline over 30 days, while the 1 year return sits at 148.7% and the 3 year return is very large. Recent coverage around Palantir has focused on its role in data analytics and software for government and commercial clients, as well as...

In late 2025, Cybeats Technologies Corp. announced a three-year contract expansion with Emerson, extending and scaling Emerson’s use of the Cybeats SBOM Studio cybersecurity platform across additional business units. This deeper commitment to software bill of materials (SBOM) tools underscores how cybersecurity and regulatory readiness are becoming core to Emerson’s industrial automation and software offering. With Emerson expanding its use of Cybeats’ SBOM Studio, we’ll now examine how this...

Delta Air Lines (DAL) has caught investor attention after being named the Official Airline of Sphere in Las Vegas, with a multi-year partnership that includes the new Delta SKY360° Club hospitality space. See our latest analysis for Delta Air Lines. The Sphere partnership comes at a time when momentum in Delta’s shares has been building, with a 90 day share price return of 26.44% and a 1 year total shareholder return of 19.46%, alongside a 3 year total shareholder return near 2x and continued...

Citigroup recently reinstated coverage of Capri Holdings with a Buy rating, highlighting improved financial stability following the sale of Versace and renewed confidence in the business. The bank’s commentary pointed to the Michael Kors label’s ability to generate cash as a key pillar of Capri’s strengthened position. Next, we’ll examine how Citi’s renewed confidence, particularly around Capri’s enhanced balance sheet, could reshape the company’s existing investment narrative. Outshine the...

AAR Corp. has reported fiscal second-quarter 2026 results, with sales of US$795.3 million and net income of US$34.6 million, reversing a loss a year earlier and lifting basic earnings per share from continuing operations to US$0.91. Alongside this earnings rebound, AAR is integrating recent acquisitions, executing its exclusive TRIUMPH distribution agreement, and expanding its Trax and Aerostrat software footprint, which together broaden its aviation services and digital solutions...

Buffett’s exit as CEO puts Abel’s capital decisions in the spotlight Warren Buffett’s retirement as Berkshire Hathaway (BRK.A) CEO after six decades has pushed Greg Abel’s approach to its US$381.6b cash pile, capital allocation, and stock into sharper focus for investors. See our latest analysis for Berkshire Hathaway. Buffett’s handover to Abel has come with a softer tone in the short term, with a 30 day share price return of 1.03% and a 7 day return of 0.98% decline, even as Berkshire’s 1...

If you are wondering whether Starwood Property Trust is attractively priced right now, you are not alone. The stock often comes up for income focused investors who also care about valuation. Over the short term, the share price has been relatively steady, with a 0.7% decline over the last 7 days, a 1.3% gain over 30 days, a 0.3% return year to date, and longer term returns of 7.4% over 1 year, 28.3% over 3 years, and 54.9% over 5 years. Recent coverage of Starwood Property Trust has focused...

Accenture (ACN) is back on investor radars after recent share price moves, with the stock closing at $275.93. You might be weighing how its valuation lines up with its fundamentals today. See our latest analysis for Accenture. That 4.53% 1 day share price return and 9.07% 90 day share price return suggest some positive momentum building, even though the 1 year total shareholder return decline of 20.96% shows a weaker recent longer term picture. If Accenture’s move has you thinking about where...

In December 2025, Li Auto reported delivering 44,246 vehicles, bringing fourth-quarter deliveries to 109,194 and lifting cumulative deliveries above 1.54 billion units since inception. These record deliveries, alongside the company’s entry into Egypt, Kazakhstan, and Azerbaijan and the launch of its Livis AI glasses, highlight a broadened growth profile beyond its core China auto market. We’ll now examine how Li Auto’s record December deliveries and new international footprint could reshape...

Recently filed 13F reports show that several large institutional investors, including Glenn Greenberg, have increased their stakes in Elevance Health, reflecting confidence in the company’s scale, pricing discipline, and earnings resilience within U.S. managed care. This quiet accumulation, paired with Elevance Health’s use of dividends and share buybacks, underscores its appeal as a healthcare benefits provider combining operational discipline with shareholder returns. We’ll now examine how...

Invesco (IVZ) has been back in focus after announcing a US$500 million preference share buyback at an 18% premium, alongside an expanded private markets partnership with LGT Capital Partners that could reshape how investors view its capital priorities. See our latest analysis for Invesco. Those capital moves land at a time when the share price, now at US$28.25, has seen a 90 day share price return of 17.71%, while the 1 year total shareholder return of 72.01% points to momentum that has been...

McDonald's (MCD) shares recently closed at $299.86, with performance over the past month and past 3 months showing mixed short term moves. That price level now anchors how investors weigh its longer term track record. See our latest analysis for McDonald's. Over the past year, McDonald's has combined a modest year to date share price pullback with a 6.05% one year total shareholder return, suggesting recent weakness follows a period of steadier compounding. If McDonald's price action has you...

Recently, Datadog highlighted that its observability and security platform continues to show strong customer stickiness, with a net revenue retention rate of 120% and growing multi‑product adoption, even as heavier R&D spending weighs on near‑term margins. An interesting angle for investors is how Datadog’s expanding AI product set is reinforcing this stickiness, supporting robust revenue trends despite the higher cost base. Next, we’ll examine how Datadog’s strong net revenue retention and...

TD Cowen’s downgrade of Pentair (PNR) from Hold to Sell, together with a more cautious outlook than some recent positive opinions, has sharpened debate around the stock’s risk profile and return potential. See our latest analysis for Pentair. Those mixed analyst views are landing after a softer patch in the share price, with the stock at US$102.67 and a 90 day share price return of an 8.17% decline, even though the 3 year total shareholder return of 122.04% remains very strong. Momentum has...

Spotify recently announced that it will raise U.S. subscription prices in the first quarter of 2026, while also rolling out premium-only music videos in the U.S. and Canada to more directly compete with YouTube. This combination of higher pricing and added video features highlights Spotify’s effort to increase what paying customers receive while testing how much flexibility it has on pricing. We’ll now examine how Spotify’s upcoming U.S. price increase shapes its investment narrative around...

Everest Group (NYSE:EG) has moved back into focus after appointing new senior leaders to its Global Wholesale Specialty Insurance division, reshaping oversight of international underwriting, distribution, and portfolio strategy as investors watch for upcoming Q4 2025 results. See our latest analysis for Everest Group. The leadership reshuffle comes at a time when Everest Group’s share price has pulled back 2.6% over the past week but still shows a 7.2% 1 month share price return. The 1 year...

Recently, analysts warned that Affirm Holdings could be vulnerable as higher borrowing costs and rising default rates put extra pressure on lenders focused on subprime and near-prime consumers. The concern centers on Affirm’s lack of the scale and funding advantages enjoyed by major banks, which may leave it more exposed if consumer credit quality weakens further. We’ll now explore how mounting worries about credit losses and borrowing costs could affect Affirm’s previously optimistic...

If you are wondering whether ConocoPhillips at around US$97 per share is a bargain or fully priced, you are in the right place to unpack what that number might really mean for you. The stock has returned 3.2% over the last week, 3.7% over the last month, 0.4% year to date, a 1.2% decline over the past year, and 145.2% over five years, which gives you a mix of short term stability and longer term volatility to think about. Recent news around ConocoPhillips has largely focused on its position...

Why Cisco Systems (CSCO) Is Back on Investor Radars Cisco Systems (CSCO) is drawing fresh attention after a period of mixed short term returns, with the share price down over the past month but higher across the past 3 months and year. See our latest analysis for Cisco Systems. The recent 30 day share price return of a 3.1% decline contrasts with a stronger 90 day share price return of 7.5%, while the 1 year total shareholder return of 31.4% highlights how momentum has been building over a...

Ambarella (AMBA) is back in focus after CES announcements for its CV7 edge AI vision chip and a new Developer Zone, giving investors fresh data points on how the stock aligns with its AI ambitions. See our latest analysis for Ambarella. The CES news appears to have reignited interest, with the 7 day share price return of 10.52% and 30 day share price return of 4.06% partly offsetting a 90 day share price return of 9.31%. The 1 year total shareholder return of 3.75% still reflects a mixed...