U.S. Office REITs Stock News

NasdaqGS:AMRX
NasdaqGS:AMRXPharmaceuticals

Does S&P SmallCap 600 Entry And Parkinson’s Deal Reshape The Bull Case For Amneal Pharmaceuticals (AMRX)?

Amneal Pharmaceuticals, Inc. announced that it has been added to the S&P SmallCap 600 Index and, in a separate move, entered into a research collaboration and option agreement with KeifeRx to develop KFRX06, a preclinical candidate targeting the LRRK2 gene linked to Parkinson's disease. These developments could broaden Amneal’s investor base through index inclusion while expanding its neuroscience pipeline via early-stage Parkinson’s research. Next, we’ll explore how joining the S&P SmallCap...
NasdaqGS:AXTI
NasdaqGS:AXTISemiconductor

AXT Faces Ownership Shift As Revenue Recovers Under Export Restrictions

Pacific Ridge Capital Partners has fully exited its position in AXT (NasdaqGS:AXTI), removing a major institutional shareholder from the register. The divestment comes shortly after AXT reported a revenue turnaround at a time when the company is facing headwinds from China related export restrictions. This shift in ownership occurs as AXT continues to operate under heightened policy and trade scrutiny that directly affects parts of its business. AXT, which supplies compound semiconductor...
NYSE:AM
NYSE:AMOil and Gas

A Look At Antero Midstream (AM) Valuation After Strong Q4 2025 Beat And Optimistic 2026 Outlook

Why Antero Midstream (AM) is back in focus Antero Midstream (AM) is drawing attention after reporting Q4 2025 results that topped forecasts, with adjusted net income, EBITDA and free cash flow after dividends all higher, alongside 2026 guidance calling for double digit net income growth. See our latest analysis for Antero Midstream. Those Q4 2025 results, the 2026 net income guidance of US$485 million to US$535 million, and recent buybacks land against a strong run, with a 14.65% 1 month...
NYSE:GLW
NYSE:GLWElectronic

Corning (GLW) Valuation Check As AI Optical Growth And Meta Deal Fuel Strong Share Price Momentum

Corning (GLW) is back in focus after its Optical Communications sales rose 35% in 2025, supported by enterprise spending tied to Generative AI and carrier demand for data center connectivity. See our latest analysis for Corning. The stock has been on a strong run, with a 40.14% 1 month share price return and 69.18% 3 month share price return, alongside a very large 1 year total shareholder return of 155.40%. This suggests momentum has been building around Corning's data center and AI related...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Microsoft’s US$50b AI Push Reshapes Global South And Valuation Story

Microsoft (NasdaqGS:MSFT) has announced a $50b AI investment initiative focused on building infrastructure across the Global South. The plan was outlined at an AI summit in New Delhi and targets AI data centers, connectivity, and local ecosystem support in developing regions. In parallel, Microsoft is shifting toward AI self-sufficiency by developing its own models and chips and expanding intellectual property rights in its reworked OpenAI partnership. Microsoft, trading at around $399.6...
NYSE:CF
NYSE:CFChemicals

A Look At CF Industries (CF) Valuation After Its Stronger Than Expected Q4 Earnings And Revenue Results

Why CF Industries Holdings (CF) just caught the market’s attention CF Industries Holdings (CF) reported fourth quarter and full year 2025 results with higher sales and net income versus the prior year, along with adjusted earnings that topped analyst expectations despite a US$76 million asset impairment. See our latest analysis for CF Industries Holdings. The earnings beat and higher reported sales and net income sit alongside a strong 90 day share price return of 23.18% and a 1 year total...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Regeneron Pharmaceuticals (REGN) Valuation Check After New Allergy Pipeline Results And AAAAI 2026 Abstracts

Regeneron Pharmaceuticals (REGN) recently highlighted 36 abstracts from its immunology and inflammation pipeline for the 2026 AAAAI meeting, including Phase 3 data on allergen specific antibody cocktails for cat and birch allergy related eye symptoms. See our latest analysis for Regeneron Pharmaceuticals. Against this backdrop, Regeneron’s recent AAAAI abstracts come as the share price sits at US$792.16, with a 30 day share price return of 8.06% and a 1 year total shareholder return of...
NYSE:CSTM
NYSE:CSTMMetals and Mining

Constellium (CSTM) Margin Compression To 1.4% Tests Bullish Profitability Narratives

Constellium FY 2025 Results: Revenue Steady, Earnings Volatile Constellium (CSTM) just posted another quarter of mixed numbers, with Q3 2025 revenue at US$2.2b, basic EPS of US$0.63 and net income of US$88m. The latest trailing twelve month figures show revenue of about US$8.0b and EPS of US$0.80 alongside a net margin of 1.4% compared to 1.8% the prior year. Over recent quarters, the company has seen revenue move from US$1.8b in Q3 2024 to US$2.2b in Q3 2025. Quarterly EPS has swung from a...
NYSE:WSO
NYSE:WSOTrade Distributors

Is It Time To Reassess Watsco (WSO) After Its Recent Share Price Rebound

If you are wondering whether Watsco's current share price reflects its true worth, this article walks through the key numbers that matter for valuation. Watsco shares last closed at US$419.32, with returns of 9.9% over the past 30 days, a 20.7% gain year to date, but a 15.7% decline over the past year and gains of 48.5% and 94.7% over the last 3 and 5 years respectively. Recent attention on Watsco has been driven by ongoing coverage of the business and its position in the capital goods...
NasdaqGS:JKHY
NasdaqGS:JKHYDiversified Financial

Assessing Jack Henry (JKHY) Valuation After Analyst Upgrades Dividend Increase And Blue Sky Bank Win

Why Jack Henry & Associates (JKHY) is back in focus Recent analyst sentiment around Jack Henry & Associates (JKHY) has turned more constructive, coinciding with fresh news on its dividend policy, share repurchases, and a new client relationship with Blue Sky Bank. This mix of capital returns and business wins gives you several concrete data points to consider as you think about how JKHY fits into a portfolio focused on financial technology and payment services. See our latest analysis for...
NYSE:MD
NYSE:MDHealthcare

A Look At Pediatrix Medical Group (MD) Valuation After Earnings Show Lower Sales But Stronger Profitability

Why Pediatrix Medical Group is on investors’ radar today Pediatrix Medical Group (MD) released Q4 and full year 2025 results showing lower sales alongside higher net income and earnings per share, catching investor attention as the market absorbs this mixed top and bottom line picture. See our latest analysis for Pediatrix Medical Group. The latest move in Pediatrix Medical Group’s share price to US$21.97 comes after a year where shorter term share price returns were mixed, while the 1 year...
NYSE:CBZ
NYSE:CBZProfessional Services

CBIZ Buyback Authorization Raises Fresh Questions On Valuation And Debt

CBIZ (NYSE:CBZ) has authorized a new share repurchase program for up to 5,000,000 shares. The new authorization follows the expiration of the company’s previous buyback plan. The announcement reflects a fresh capital allocation decision focused on returning capital to shareholders. CBIZ provides professional services, including financial, insurance and advisory solutions, which tie closely to corporate spending, regulatory needs and risk management. When a company in this space refreshes...
NasdaqGS:ABNB
NasdaqGS:ABNBHospitality

Airbnb (ABNB) Valuation Check As Mixed Share Performance Meets Modest Premium To Narrative Fair Value

Context for Airbnb’s Recent Share Performance Airbnb (ABNB) shares have been relatively mixed recently, with a small 1 day move, a gain over the past week, and declines over the past month and year that may catch investor attention. In this context, investors are also weighing the company’s reported US$12.2b in revenue and US$2.5b in net income, along with an intrinsic discount estimate of about 51%, to judge whether the current share price still looks reasonable. See our latest analysis for...
NasdaqGS:EYE
NasdaqGS:EYESpecialty Retail

Assessing National Vision Holdings (EYE) Valuation After Recent Share Price Volatility

Event context and recent share moves National Vision Holdings (EYE) has been trading without a specific headline catalyst, so recent price action offers the clearest signal for investors watching the optical retail name. The stock closed at $27.06, with a 1 day return of 2.52% decline, 7 day return of 4.01% decline and roughly flat performance over the past month. Over the past 3 months, the share price shows a 10.04% gain. The 1 year total return is 118.40%, alongside a 3 year total return...
NYSE:TPL
NYSE:TPLOil and Gas

Is It Too Late To Consider Texas Pacific Land (TPL) After Its Sharp Recent Rally

If you are wondering whether Texas Pacific Land is attractively priced or simply expensive for what you get, you are in the right place to unpack what the current share price might be implying. The stock closed at US$440.71, with returns of 6.6% over 7 days, 30.6% over 30 days, 47.9% year to date, while the 1 year return stands at a 5.3% decline and the 3 year and 5 year returns are 129.4% and 268.9% respectively. Recent news around Texas Pacific Land has focused on its position within the...
NasdaqGS:GOOGL
NasdaqGS:GOOGLInteractive Media and Services

Alphabet Sea AI Partnership Tests E Commerce And Gaming Profit Potential

Alphabet, ticker NasdaqGS:GOOGL, and Sea Ltd have entered a new partnership focused on applying AI to e-commerce and gaming. The collaboration includes an AI powered shopping prototype for Shopee and AI driven productivity tools for Garena. The arrangement links Alphabet’s AI capabilities with Sea’s regional scale in Southeast Asian online retail and gaming. Alphabet, trading at around $303.33, is at the center of this announcement as it looks to apply its AI tools in new geographies and...
NYSE:EMN
NYSE:EMNChemicals

A Look At Eastman Chemical (EMN) Valuation After Its Latest $598.7 Million Bond Offering

Why Eastman Chemical’s New Bond Issue Matters for Stockholders Eastman Chemical (EMN) has just completed a fixed income offering of about $598.7 million in 4.50% senior unsecured notes due 2031. This capital raise reshapes its funding mix and may influence how you think about the stock. See our latest analysis for Eastman Chemical. Eastman Chemical’s latest bond issue lands after a busy few weeks, with a quarterly dividend affirmation and completion of a long-running buyback program. This...
NYSE:SCHW
NYSE:SCHWCapital Markets

Evaluating Charles Schwab (SCHW) As AI Push And Fee Pressures Refocus Attention On Valuation

Charles Schwab (SCHW) is drawing fresh investor attention after doubling down on artificial intelligence across its wealth management units, from call centers to an AI powered estate planning platform. This shift is raising questions about future economics. See our latest analysis for Charles Schwab. Schwab’s recent 11% sell off and 8.13% 1 month share price decline sit against a 17.73% 1 year total shareholder return, suggesting longer term momentum remains positive even as the market...
NYSE:AIZ
NYSE:AIZInsurance

Is Assurant’s Buyback And Home Warranty Push Altering The Investment Case For AIZ?

Assurant, Inc. reported past fourth-quarter 2025 revenue of US$3,350.4 million and net income of US$225.2 million, alongside full-year revenue of US$12.81 billion and net income of US$872.7 million, while completing a US$579.88 million buyback and launching Assurant Home Warranty across major Compass International Holdings real estate brands. The combination of higher earnings, reduced share count through buybacks, and entry into the large real estate–driven home warranty channel marks a...
NYSE:KTB
NYSE:KTBLuxury

Kontoor Brands Balances Executive Protections With Ongoing Dividend And Valuation Upside

Kontoor Brands (NYSE:KTB) has adopted an Executive Severance Plan, formalizing protections for senior leadership in certain termination scenarios. The board also approved a quarterly dividend, continuing the return of capital to shareholders. These moves come as the company’s shares trade at $67.85, with a mixed return profile across different time frames. Kontoor Brands is pairing governance changes with ongoing shareholder payouts at a time when the stock has a varied track record...
NasdaqGM:CVAC
NasdaqGM:CVACBiotechs

CureVac (CVAC) Valuation Check After Phase 1 Brain Cancer Vaccine Milestone

Why CureVac's latest trial milestone matters for shareholders CureVac (CVAC) has completed a Phase 1 clinical study for its CVGBM mRNA based brain cancer vaccine in patients with surgically resected glioblastoma or astrocytoma, marking a key early checkpoint for its oncology pipeline. See our latest analysis for CureVac. The completion of the CVGBM Phase 1 study comes after a sharp 14.32% 1 day share price decline and a 19.18% 7 day share price return. However, CureVac’s year to date share...
NYSE:PSN
NYSE:PSNProfessional Services

Parsons (PSN) Is Up 5.8% After Landing Key U.S. Cyber Command Contract Intent - What's Changed

In February 2026, Parsons Corporation reported fourth-quarter and full-year 2025 results showing lower sales but slightly higher net income year-on-year, while also issuing 2026 revenue guidance of US$6.5 billion to US$6.8 billion and securing several new U.S. defense and security contracts, including a US$125 million Army research award and a US$91 million State Department security extension. Shortly after these mixed results and contract wins, Parsons’ Sealing Technologies unit received an...
NasdaqGS:NVMI
NasdaqGS:NVMISemiconductor

Nova (NVMI) Is Down 5.0% After Strong Q4 Beat And Upbeat 2026 Guidance Has The Bull Case Changed?

Nova Ltd. recently reported its fourth-quarter and full-year 2025 results, with revenue of US$222.62 million and net income of US$64.69 million for the quarter, alongside issuing first-quarter 2026 guidance of US$222 million to US$232 million in revenue and US$1.90 to US$2.02 in diluted GAAP EPS. Management highlighted that demand for Nova’s metrology tools in gate-all-around and advanced packaging applications, coupled with ongoing investments in new Asian manufacturing capacity and IT...
NYSE:GS
NYSE:GSCapital Markets

Will Goldman Sachs' Board DEI Retreat (GS) Reshape Its Governance and Culture Narrative?

In recent weeks, Goldman Sachs Group moved to remove race, gender identity and sexual orientation from the criteria used to select new board members, following pressure from activist shareholder National Legal and Policy Center and amid wider legal scrutiny of corporate DEI programs. This governance shift underscores how legal and political risks are reshaping boardroom practices at major banks, potentially affecting how investors assess culture, reputational risk and long-term oversight...