U.S. Office REITs Stock News

NYSE:BOX
NYSE:BOXSoftware

Is Box (BOX) Starting To Look Attractive After A 31% Share Price Slide?

Investors may be wondering if Box is starting to look like a value opportunity after a rough patch, or if the market is rightly cautious about the stock at around US$22.82. The share price has been under pressure, with a 0.6% move over the last week, a 13.8% decline over 30 days, a 20.8% decline year to date, and a 31.1% decline over the past year. However, the 5 year return sits at 21.7%. Recent coverage around Box has focused on its position as a listed software player and how investors...
NasdaqGS:LITE
NasdaqGS:LITECommunications

Lumentum Holdings (LITE) Is Up 14.6% After Surging AI Orders Reshape Growth And Balance Sheet Narrative

In recent weeks, Lumentum reported very strong Q2 results driven by AI data center demand, highlighted over 85% year-over-year revenue growth, and disclosed an order backlog for optical circuit switches exceeding $400 million alongside capacity expansion plans extending into 2027. At the same time, the company revealed a multi-hundred-million-dollar co-packaged optics order for 2027 delivery and flagged going-concern risks tied to potential simultaneous conversions of its convertible notes,...
NYSE:CTS
NYSE:CTSElectronic

A Look At CTS (CTS) Valuation After Recent Share Price Moves And Modest Undervaluation Estimate

CTS overview and recent performance context CTS (CTS) has been drawing attention after recent trading moves, with the stock closing at $52.94. For context, the shares show a 1 day gain of 1.4% but a 7 day decline of 5.5%. Over the past month, CTS has returned 6.5%, and about 24.3% in the past 3 months. On a longer view, total return stands at 20.7% year to date, 17.5% over 1 year, 23.6% over 3 years, and 68.3% across 5 years. See our latest analysis for CTS. The recent 1 day share price gain...
NYSE:BBAI
NYSE:BBAIIT

BigBear.ai Acquires Ask Sage And Deepens Defense Focused AI Ambitions

BigBear.ai Holdings (NYSE:BBAI) closed its $250 million acquisition of Ask Sage, a generative AI platform focused on defense and intelligence users. The deal brings Ask Sage’s generative AI tools into BigBear.ai’s portfolio, targeting national and border security use cases. Management highlights that the acquisition, combined with a large contract backlog, provides greater financial flexibility and revenue visibility. For you as an investor, the Ask Sage deal places BigBear.ai more squarely...
NasdaqGS:THRM
NasdaqGS:THRMAuto Components

Why Gentherm (THRM) Is Up 8.5% After Soft Q4 Profit But Strong 2026–2027 Revenue Outlook

In February 2026, Gentherm reported fourth‑quarter 2025 earnings showing net income falling to US$2.99 million from US$15.32 million a year earlier, while quarterly revenue of about US$382.79 million came in ahead of expectations. Alongside weaker profitability, Gentherm issued product revenue guidance of US$1.5 billion to US$1.6 billion for 2026 and US$1.7 billion for 2027, highlighting its ambition to grow beyond automotive into medical and other precision thermal applications. We’ll now...
NasdaqGS:ATRO
NasdaqGS:ATROAerospace & Defense

Is It Too Late To Consider Astronics (ATRO) After A 298% One Year Rally?

If you are looking at Astronics and wondering whether the recent excitement lines up with the underlying value, this article is going to walk through the key numbers that matter for you. The stock last closed at US$79.39, with returns of 3.1% over 7 days, 4.0% over 30 days, 40.2% year to date and 297.7% over the past year. The 3 year and 5 year returns are 420.9% and 409.6% respectively. These returns sit against a backdrop of ongoing news flow around Astronics' role in the capital goods...
NYSE:APH
NYSE:APHElectronic

Evaluating Amphenol (APH) After Strong Q4 Earnings Beat And Upbeat Guidance

Why Amphenol’s latest earnings are drawing fresh attention Amphenol (APH) is back in focus after reporting Q4 results that exceeded analyst expectations on both revenue and profitability, along with guidance for the next quarter that also came in ahead of forecasts. The company closed 2025 with record Q4 and full year sales, as well as adjusted diluted EPS that management said were significantly above the high end of prior guidance. This highlighted strong demand across its connector and...
NYSE:KR
NYSE:KRConsumer Retailing

Kroger (KR) Valuation Check As New CEO Greg Foran Takes Over And Cost Cuts Accelerate

Kroger (KR) has drawn fresh attention after appointing former Walmart executive Greg Foran as CEO, following an ethics related departure. The company is pressing ahead with cost cuts, corporate restructuring, and selective store and fulfillment center closures. See our latest analysis for Kroger. Those management changes and cost initiatives sit against a share price of US$69.76, with a 30 day share price return of 8.6% and a 5 year total shareholder return of 138.3%, suggesting longer term...
NYSE:WWW
NYSE:WWWLuxury

Is Wolverine World Wide (WWW) Pricing Lagging Its Recent Share Price Recovery

If you are wondering whether Wolverine World Wide at around US$17.58 is offering real value or just looks cheap on the surface, you are not alone. The stock has pulled back over the short term, with a 2.9% decline over 7 days and a 2.4% decline over 30 days, yet it still shows a 19.7% return over 1 year and 14.4% over 3 years, compared with a 42.3% decline over 5 years. Recent attention on Wolverine World Wide has focused on its long term share price pattern. The stronger 1 year and 3 year...
NasdaqGS:WGS
NasdaqGS:WGSHealthcare

Why GeneDx Holdings (WGS) Is Down 11.3% After Reaffirming 2026 Guidance And Narrowing 2025 Losses

In February 2026, GeneDx Holdings Corp. reported full-year 2025 results showing revenue of US$427.54 million versus US$305.45 million in 2024, alongside a narrower net loss of US$21.02 million and reduced basic loss per share from continuing operations of US$0.73 compared with US$1.94 a year earlier. At the same time, GeneDx reaffirmed its 2026 revenue outlook of US$540 million to US$555 million and highlighted FDA Breakthrough Device Designation plus a near-tripling of its sales force as it...
NasdaqGS:JAZZ
NasdaqGS:JAZZPharmaceuticals

A Look At Jazz Pharmaceuticals (JAZZ) Valuation After 2025 Results And 2026 Revenue Guidance

Why Jazz Pharmaceuticals' latest earnings matter for shareholders Jazz Pharmaceuticals (JAZZ) has become a focus for investors after reporting fourth quarter and full year 2025 results, alongside 2026 revenue guidance, combining stronger quarterly earnings with a full year net loss profile. For the fourth quarter of 2025, Jazz Pharmaceuticals reported revenue of US$1,197.93 million compared with US$1,088.17 million a year earlier, while net income was US$203.45 million compared with US$191.12...
NYSE:DOCN
NYSE:DOCNIT

DigitalOcean Holdings DOCN One Off Gain Lifts Margins And Tests Bullish Narratives

DigitalOcean Holdings FY 2025 Earnings Snapshot DigitalOcean Holdings (DOCN) has wrapped up FY 2025 with Q4 revenue of US$242.4 million and basic EPS of US$0.28, capping off a year in which trailing twelve month revenue reached US$901.4 million and EPS came in at US$2.83. The company has seen revenue move from US$780.6 million to US$901.4 million on a trailing twelve month basis, while EPS shifted from US$0.92 to US$2.83, with reported earnings growth helped by a very large year over year...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

Zoom Virtual Agent 3.0 Aims To Deepen Zoom Enterprise AI Role

Zoom Communications (NasdaqGS:ZM) has launched Zoom Virtual Agent 3.0, a new version of its AI-powered customer service tool. The update introduces broader automation capabilities for handling complex customer interactions and proactive outreach for enterprise clients. Zoom Virtual Agent 3.0 is positioned as part of Zoom's broader push into AI-driven products beyond its core video conferencing offering. For you as an investor, this move aligns with Zoom Communications' core identity as a...
NasdaqCM:NEO
NasdaqCM:NEOHealthcare

Is NeoGenomics’ (NEO) RaDaR ST Medicare Win Quietly Redefining Its Oncology Diagnostics Edge?

Earlier in February 2026, NeoGenomics launched RaDaR ST, a high-sensitivity circulating tumor DNA assay for molecular residual disease detection, supported by Medicare approval for initial indications and backed by clinical and real-world data across select cancers. The company also introduced PanTracer Pro to streamline complex molecular testing workflows and reported higher quarterly sales with a smaller net loss, highlighting growing adoption of newer, higher-value oncology...
NYSE:SCL
NYSE:SCLChemicals

Stepan’s Project Catalyst Overhaul Puts Valuation Discount In Sharper Focus

Stepan Company (NYSE:SCL) has launched Project Catalyst, a multi year operational and efficiency overhaul. The program targets $100 million in projected savings through plant closures and asset decommissions. Several global facilities are expected to be affected as Stepan reshapes its manufacturing footprint. Stepan is a specialty chemicals producer serving markets such as surfactants, polymers, and specialty products, areas that often face swings in demand and input costs. Project Catalyst...
NYSE:TPR
NYSE:TPRLuxury

Assessing Tapestry (TPR) Valuation After Upgraded 2026 Outlook And Strong Brand Momentum

Tapestry (TPR) recently raised its fiscal 2026 outlook, guiding to revenues above US$7.75b and EPS growth of 25%. This shift has sharpened investor focus on what is driving the stock. See our latest analysis for Tapestry. Tapestry's recent outlook upgrade sits alongside a strong share price run, with a 30 day share price return of 18.82% and a 1 year total shareholder return of 86.84% suggesting momentum has been building rather than fading. If this kind of momentum has you thinking about...
NYSE:IEX
NYSE:IEXMachinery

Assessing IDEX (IEX) Valuation After Recent Share Price Momentum And Mott Acquisition Integration

Why IDEX (IEX) is on investors’ radar today IDEX (IEX) is drawing attention after a period of steady share price movement, with recent returns and current valuation metrics prompting investors to reassess how the company’s fundamentals line up with its current price. See our latest analysis for IDEX. At a share price of $208.45, IDEX has seen steady momentum recently, with a 30-day share price return of 6.75% and a 90-day share price return of 19.96%. The 1-year total shareholder return of...
NasdaqGS:BRKR
NasdaqGS:BRKRLife Sciences

Is Bruker (BRKR) Now Attractive After A 21% One Year Share Price Decline?

If you are wondering whether Bruker is priced attractively right now, you are not alone, especially with sentiment around the stock shifting recently. The share price closed at US$39.77, with a 4.3% gain over the last 7 days, set against returns of a 21.0% decline over 30 days, a 17.3% decline year to date, and a 21.6% decline over 1 year, as well as 41.7% and 35.1% declines over 3 and 5 years respectively. These mixed shorter term and longer term returns have put more attention on what...
NYSE:O
NYSE:ORetail REITs

Realty Income (O) Valuation Check After Recent Share Price Momentum And Spirit Merger Impact

Why Realty Income is on investors’ radar today Realty Income (O) is drawing fresh interest after recent share price moves, with the stock last closing at $66.52. For income focused investors, that prompts a closer look at its current profile. See our latest analysis for Realty Income. Recent moves fit into a stronger run, with a 30-day share price return of 9.52% and a 90-day share price return of 16.42%, while the 1-year total shareholder return of 25.07% points to building momentum around...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

What monday.com (MNDY)'s Analyst Downgrades and Rising Scrutiny Mean For Shareholders

In recent days, Jefferies downgraded monday.com from Buy to Hold, and several other analysts also reassessed their views on the company, signaling increased caution about its near-term prospects. This shift in analyst sentiment highlights growing scrutiny of monday.com's execution risks, competitive positioning, and the sustainability of its growth-focused business model. We’ll now examine how this broad reset in analyst sentiment could reshape monday.com’s investment narrative and its...
NasdaqGS:TENB
NasdaqGS:TENBSoftware

Tenable Holdings (TENB) Is Down 17.2% After Tariff Hike And AI Security Jitters - Has The Bull Case Changed?

Earlier this week, Tenable Holdings, a cybersecurity and vulnerability management provider, came under pressure after the White House announced plans to lift global tariffs to 15%, sparking renewed concern about trade policy and its knock-on effects for technology and software firms. At the same time, investors are weighing Tenable’s ongoing profitability and liquidity challenges against sector worries that rapid advances in artificial intelligence could reshape demand for traditional...
NasdaqCM:TGTX
NasdaqCM:TGTXBiotechs

Does TG Therapeutics (TGTX) Offer Value After Recent Share Price Swings

If you are wondering whether TG Therapeutics at around US$30.51 is priced attractively or already baking in a lot of optimism, you are in the right place. The stock has returned 5.0% over the last 7 days, is down 2.2% over 30 days, and shows mixed longer term results with a 4.2% return year to date, 4.5% over 1 year, 90.4% over 3 years, and a 32.0% decline over 5 years. These moves sit against a backdrop of ongoing interest in TG Therapeutics as a biotechnology name, with investors watching...
NYSE:TKO
NYSE:TKOEntertainment

TKO Events Spotlight Global Reach And Valuation Questions For Investors

TKO Group Holdings (NYSE:TKO) is preparing to stage the WWE Chamber event, a major wrestling showcase on its global calendar. The company is also organizing UFC Mexico, bringing a flagship mixed martial arts card to a key international market. These events are expected to attract substantial international audiences and media attention across multiple platforms. For you as an investor, these upcoming cards highlight what TKO Group Holdings really is: a live sports entertainment operator...
NYSE:ETR
NYSE:ETRElectric Utilities

Entergy (ETR) Valuation Check As New 1 GW Gas-Fired Capacity Plan Targets Southeast Texas Growth

Entergy (ETR) is back in focus after the utility asked for proposals for up to 1 GW of new gas fired generation in Southeast Texas, tying directly into its long term Southeast Texas Energy Plan. See our latest analysis for Entergy. That request for up to 1 GW of new gas fired capacity comes after a period where Entergy’s share price return has been firming, with a 12.9% 30 day move and a 26.5% one year total shareholder return, suggesting investors are weighing both growth plans and recent...