U.S. Office REITs Stock News

NasdaqGS:NWSA
NasdaqGS:NWSAMedia

News Corp AI Licensing Deals Test Market’s View On Valuation

News Corp (NasdaqGS:NWSA) has secured material AI content licensing deals with Anthropic, with anticipated payments tied to the use of its content. The company is also expanding AI partnerships with OpenAI and Bloomberg, focused on licensing and distribution of its news and information. These arrangements highlight a new approach to monetizing News Corp’s content through agreements with major AI firms. News Corp, trading at $24.21 under ticker NasdaqGS:NWSA, is drawing attention for how it...
NasdaqGS:DRVN
NasdaqGS:DRVNConsumer Services

Is Driven Brands (DRVN) Pricing Look Interesting After Recent Share Price Rebound

If you are wondering whether Driven Brands Holdings is attractively priced today, this article walks through what the current numbers may imply about the stock's value. The shares last closed at US$16.66, with recent returns of 9.5% over 7 days, 11.4% over 30 days, 14.9% year to date and 1.3% over the past year, set against a 41.5% decline over 3 years and a 49.3% decline over 5 years. Recent news around Driven Brands has focused on the business and its positioning within consumer services...
NYSE:HAL
NYSE:HALEnergy Services

Is Halliburton (HAL) Attractive After Strong One Year Share Price Performance?

If you are wondering whether Halliburton's current share price really reflects its underlying worth, this article will walk through the key numbers that matter for valuation. Halliburton's stock last closed at US$33.84, with returns of 1.3% over 7 days, 9.8% over 30 days, 14.3% year to date, 36.8% over 1 year, 3 year returns of a 3.8% decline and 5 year returns of 90.6%. Recent trading interest has been shaped by ongoing sector wide attention on energy services and investor focus on how...
NYSE:NKE
NYSE:NKELuxury

EEOC Probe Puts Nike DEI Policies And Valuation In Investor Focus

The U.S. Equal Employment Opportunity Commission is pursuing a federal investigation into NIKE (NYSE:NKE) over claims that its diversity, equity, and inclusion programs may have led to race discrimination against White employees and job applicants. The agency is seeking hiring, promotion, layoff, and career development records dating back to 2018 after Nike did not fully comply with earlier information requests. The EEOC has moved to enforce these requests through federal court, raising...
NasdaqGS:FTDR
NasdaqGS:FTDRConsumer Services

Curreen Capital Spotlights Frontdoor Cash Use And Valuation Setup

Curreen Capital has highlighted Frontdoor (NasdaqGS:FTDR) as a key holding in its latest investor letter. The firm pointed to Frontdoor's 2025 results and its use of free cash flow for organic growth, debt reduction, share repurchases, and targeted acquisitions. This update provides fresh insight into how Frontdoor is allocating capital across its business and balance sheet. Frontdoor runs a home services platform, which typically includes subscription style offerings for home repair and...
NYSE:PAYC
NYSE:PAYCProfessional Services

Could Paycom (PAYC) Reviving Jeff York as CSO Recast Its Margin and Retention Playbook?

Paycom Software, Inc. announced that Jeff York has returned as chief sales officer, effective January 23, 2026, with former CSO Amy Walker moving into a consulting role. York’s prior success in building Paycom’s sales organization and recognition for sales excellence adds weight to the company’s emphasis on disciplined, margin-focused growth. We’ll now examine how York’s return to the sales helm could influence Paycom’s investment narrative, particularly around margin expansion and customer...
NYSE:PFGC
NYSE:PFGCConsumer Retailing

Performance Food Group (PFGC) Margin Pressure Tests Bullish Growth Narratives In Q2 2026

Performance Food Group (PFGC) has put fresh numbers on the table for Q2 2026, reporting revenue of about US$16.4b and basic EPS of US$0.40 alongside net income of US$61.7m. The company has seen quarterly revenue move from roughly US$15.6b in Q2 2025 to US$16.4b this quarter, with basic EPS over that stretch ranging from US$0.27 to US$0.85 and trailing twelve month EPS at US$2.22. This sets a clear earnings backdrop for today’s release. With trailing net margins still tight, the latest results...
NasdaqGS:EZPW
NasdaqGS:EZPWConsumer Finance

EZCORP (EZPW) Margin Improvement Reinforces Bullish Earnings Narratives In Q1 2026

EZCORP (EZPW) opened Q1 2026 with revenue of US$382.0 million and basic EPS of US$0.72, setting a clear marker against a trailing twelve month EPS of US$2.08 and total revenue of about US$1.3 billion. Over the past year, the company has seen quarterly revenue move from US$320.2 million in Q1 2025 to US$382.0 million in Q1 2026, while quarterly EPS shifted from US$0.57 to US$0.72, with trailing net income reaching US$122.9 million. Trailing net margins are now at 9.2% compared with 7.2% a year...
NYSE:LUCK
NYSE:LUCKHospitality

Lucky Strike Entertainment (LUCK) Quarterly Loss Challenges Bulls On Path To Profitability Narrative

Lucky Strike Entertainment (LUCK) has just posted its Q2 2026 numbers, reporting revenue of US$306.9 million and a basic EPS loss of US$0.11, alongside a trailing twelve month basic EPS loss of US$0.68 on revenue of about US$1.2 billion. The company’s quarterly revenue has moved from US$260.2 million in Q1 2025 to US$300.1 million in Q2 2025 and US$306.9 million in Q2 2026. Over the same period, EPS has shifted from a profit of US$0.17 in Q2 2025 to a loss of US$0.11 in the latest quarter...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Rivian Automotive (RIVN) Valuation Check As R2 Launch Plans And VW Partnership Shape Growth Outlook

Rivian Automotive (RIVN) is back in focus as investors weigh its 2026 R2 launch alongside a proposed US$250 million securities class action settlement, raising fresh questions about risk, capital needs, and long term execution. See our latest analysis for Rivian Automotive. The share price has been under pressure recently, with a 30 day share price return of about 30% and a year to date share price return of about 29% decline, even though the 1 year total shareholder return is positive at...
NasdaqGS:FCFS
NasdaqGS:FCFSConsumer Finance

A Look At FirstCash Holdings (FCFS) Valuation After Strong Recent Share Price Momentum

Valuation snapshot and recent performance FirstCash Holdings (FCFS) has been drawing attention after its recent trading around $177.65, with investors weighing its pawn and retail POS financing model across the U.S. and Latin America against its current valuation metrics. See our latest analysis for FirstCash Holdings. That recent move to a share price of $177.65 comes on top of a 13.31% year to date share price return and a 60.74% total shareholder return over the past year, suggesting...
NYSE:OFG
NYSE:OFGBanks

A Look At OFG Bancorp (OFG) Valuation After Dividend Hike And New Share Buyback Program

OFG Bancorp (OFG) has paired a 17% lift in its regular quarterly dividend to US$0.35 per share with Board approval of a new share repurchase program totaling up to US$200 million. See our latest analysis for OFG Bancorp. These capital actions come as OFG Bancorp trades at US$41.12, with a 7 day share price return of 3.47% but a 1 year total shareholder return decline of 3.74%, suggesting that near term momentum contrasts with a more muted longer term outcome. If this kind of capital return...
NasdaqGS:TENB
NasdaqGS:TENBSoftware

Tenable Holdings (TENB) Near Breakeven EPS Rekindles Bullish Margin Improvement Narratives

Tenable Holdings (TENB) just wrapped up FY 2025 with Q4 revenue of US$260.5 million and basic EPS of roughly US$0.01 loss, compared with Q4 FY 2024 revenue of US$235.7 million and basic EPS of about US$0.02. Over the last six quarters, revenue has moved from US$227.1 million in Q3 FY 2024 through US$252.4 million in Q3 FY 2025 to US$260.5 million in the latest quarter. Basic EPS has ranged between a loss of about US$0.19 in Q1 FY 2025 and a profit of about US$0.02 in Q3 FY 2025 before landing...
NYSE:MOD
NYSE:MODBuilding

Modine Manufacturing (MOD) Quarterly Loss Challenges High Growth And Premium Valuation Narratives

Modine Manufacturing (MOD) has posted a mixed Q3 2026 update, with revenue at US$805 million and a basic EPS loss of US$0.90, alongside trailing twelve month basic EPS of US$1.86 on revenue of US$2.9 billion. The company has seen quarterly revenue move from US$616.8 million and EPS of US$0.78 in Q3 2025 to US$805 million and a loss in Q3 2026. Over the same period, trailing twelve month revenue has ranged between US$2.5 billion and US$2.9 billion, with EPS between US$1.86 and US$3.57,...
NYSE:HTGC
NYSE:HTGCCapital Markets

Do Hercules Capital's (HTGC) New Unsecured Notes Reveal a Shift in Its Risk-Return Playbook?

Hercules Capital, Inc. recently announced a fixed-income offering of callable, fixed-rate unsubordinated unsecured notes, adding a new layer to its corporate funding mix. This move, coming as investors await the company’s February 12 earnings release and reassess its fundamentals, highlights management’s current financing priorities and balance-sheet approach. Against this backdrop, we’ll explore how the new fixed-rate unsecured notes shape Hercules Capital’s investment narrative and...
NasdaqGS:LIN
NasdaqGS:LINChemicals

Is Linde (LIN) Still Attractive After Its Long Share Price Run?

Wondering if Linde at around US$459.81 is still a fair deal or starting to look stretched, especially after such a long run in the market? The stock has posted returns of 1.1% over the last 7 days, 5.2% over the past month, 7.2% year to date and 1.2% over the last year, while the 3 year and 5 year returns stand at 43.8% and 94.7% respectively. These figures have kept Linde on many investors' watchlists as a large established player in industrial gases and related services. That ongoing...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Assessing Lam Research (LRCX) Valuation After Strong Earnings, Raised Guidance And New AI Partnerships

Lam Research (LRCX) is back in focus after reporting quarterly results that came in ahead of Wall Street expectations, along with higher revenue and earnings guidance that the company links to strong AI driven chip equipment demand. See our latest analysis for Lam Research. Despite a recent 14.1% decline in the 7 day share price return and some volatility around leadership changes and the CEA Leti partnership news, Lam’s 90 day share price return of 33.9% and very large 1 year total...
NYSE:BBWI
NYSE:BBWISpecialty Retail

Is Bath & Body Works (BBWI) Quietly Repositioning Itself as an Affordable Dermatologist-Backed Fragrance House?

In recent weeks, Bath & Body Works has rolled out a dermatologist-approved Daily Moisturizing Hand Soap, launched new rose-centered and luxury-inspired fine fragrances, and revived fan-favorite scents like Strawberry Pound Cake and Sweetheart Cherry across multiple product formats. This mix of seasonal product innovation, fragrance “dupes” positioned as affordable alternatives to high-end perfumes, and nostalgia-driven relaunches is helping the brand deepen customer engagement ahead of key...
NasdaqGS:MTRX
NasdaqGS:MTRXConstruction

Matrix Service (MTRX) EPS Loss Narrows In Q2 2026 Challenging Bearish Narratives

Matrix Service (MTRX) has reported Q2 2026 revenue of US$210.5 million with a basic EPS loss of US$0.03, alongside trailing twelve month revenue of US$838.9 million and a trailing basic EPS loss of US$0.69. Over recent quarters, the company has seen revenue move from US$187.2 million in Q2 2025 to US$210.5 million in Q2 2026, while quarterly basic EPS losses shifted from US$0.20 a year ago to US$0.03 this quarter and the trailing twelve month net loss sat at US$19.3 million. As a result, the...
NasdaqGS:ASO
NasdaqGS:ASOSpecialty Retail

Assessing Academy Sports and Outdoors (ASO) Valuation After Buybacks Dividend Growth And World Cup Interest

Market confidence in Academy Sports and Outdoors (ASO) has picked up after share buybacks, ongoing dividend growth, and interest around events such as the 2026 World Cup, even though revenue and same store sales data remain challenging. See our latest analysis for Academy Sports and Outdoors. At a share price of US$57.12, Academy Sports and Outdoors has seen short term swings, including a 4.05% 1 day share price decline and a 3.18% 7 day share price return. However, the 24.80% 90 day share...
NYSE:SE
NYSE:SEMultiline Retail

Is Sea (SE) Prioritizing Monetization Over Expansion With Brazil Fee Hikes And AI-Powered Shopee?

In recent months, Sea Limited has highlighted strong momentum across Shopee, Garena, and its financial services arm, raising its full-year outlook while also planning higher investments and rolling out AI tools on the Shopee platform. At the same time, Shopee’s decision to lift commission rates in Brazil and Sea’s focus on profitable cross-selling point to a company using its competitive position to improve monetization rather than chasing growth at any cost. We’ll now examine how this...
NasdaqGS:PLUS
NasdaqGS:PLUSElectronic

EPlus (PLUS) Earnings Quality Concerns Challenge Bullish Narrative After 53.7% Profit Surge

ePlus (PLUS) has just reported Q3 2026 results with revenue of US$614.8 million and basic EPS of US$1.28, set against trailing twelve month revenue of about US$2.4 billion and EPS of US$5.27 that came alongside a 53.7% rise in earnings over the past year. The company has seen revenue move from US$498.1 million and EPS of US$0.96 in Q4 2025 to between roughly US$608.8 million and US$637.3 million, with EPS ranging from US$1.03 to US$1.45 across the first three quarters of 2026. With net margin...
NYSE:FLG
NYSE:FLGBanks

Flagstar’s 2025 Loss, Credit Improvement, and NYC Push Might Change The Case For Investing In Flagstar Bank (FLG)

Flagstar Bank, National Association reported full-year 2025 results showing net interest income of US$1.72 billion and a net loss of US$177 million, alongside a sharp reduction in quarterly net charge-offs. At the same time, the bank is reshaping its business mix by expanding high-touch Private Client services, including a new 20,900-square-foot Park Avenue office in New York City. Next, we’ll examine how improving credit costs and the New York private banking expansion influence...
NasdaqGS:QS
NasdaqGS:QSAuto Components

QuantumScape (QS) Valuation Check After Eagle Line Commercialization Milestone

QuantumScape (QS) is back in focus after inaugurating its Eagle Line in San Jose, a highly automated production setup built around its Cobra separator process to support sampling, testing, and future large scale manufacturing. See our latest analysis for QuantumScape. The Eagle Line launch comes after a sharp reset in sentiment, with QuantumScape’s 1 day share price return of 8.72% decline and 90 day share price return of 53.37% decline contrasting with a 1 year total shareholder return of...