U.S. Real Estate Stock News

In recent days, News Corporation announced an update on its ongoing stock repurchase programs, authorizing the acquisition of up to US$1.00 billion of its Class A and Class B common stock to adjust its capital structure and return cash to shareholders. This sizeable buyback capacity highlights management’s willingness to use balance sheet flexibility to boost per-share metrics and reinforce the company’s long-term capital return agenda. Next, we’ll explore how this expanded share repurchase...

If you are wondering whether Fiserv is quietly turning into a bargain or a value trap, you are in the right place to unpack what the current share price is really telling us. Despite a tough longer term picture, with the share price down around 68% over the past year and 42.3% over five years, the stock has snapped back 7.8% in the last week and 4.1% over the past month from a last close of $66.28, which may hint at shifting sentiment. Recent headlines around digital payments adoption and...

Mitsubishi Electric Trane HVAC US (METUS) recently renewed its multi-year residential consumer financing partnership with Synchrony, extending a decade-long collaboration that offers promotional financing and streamlined credit access for customers upgrading or maintaining HVAC systems. This renewal underscores Synchrony’s role in enabling financing for smart, energy-efficient home upgrades while strengthening its ties to METUS’s nationwide contractor network. We’ll now explore how this...

In recent months, Hub Group has drawn renewed attention as multiple banks initiated or upgraded coverage with positive ratings while the company broadened its brokerage, final-mile, and dedicated logistics offerings through tuck-in acquisitions. This combination of favorable analyst sentiment and incremental service expansion has shifted how investors weigh the company’s operational execution against its historically modest growth and profitability. One particularly interesting angle is that...

Southern (SO) has quietly slipped about 5% over the past month, even as its long term total return record remains strong. For income focused investors, that disconnect makes the current setup worth a closer look. See our latest analysis for Southern. That recent 1 month share price drag contrasts with Southern's steadier picture. A year to date share price gain and a three year total shareholder return above 40% suggest long term momentum is still intact. If Southern's mix of stability and...

Lufax Holding has renewed several core 2026 agreements, including its Account Management Framework Agreement and Financial Services Framework Agreement with Ping An Consumer Finance, and it has called an Extraordinary General Meeting for December 29, 2025, to seek shareholder input on these arrangements. By locking in these operational frameworks and formally engaging shareholders, the company is underscoring how central these partnerships are to its business model and future...

Asana reported past third-quarter results showing revenue of US$201.03 million, rising from US$183.88 million a year earlier, while also announcing the upcoming departure of its Chief Operating Officer and General Counsel, who will both move into short-term advisory roles. Alongside higher sales and raised revenue guidance for fiscal 2026, Asana highlighted growing traction from its AI Studio offerings as a contributor to customer renewals and new revenue streams. We’ll now examine how...

ThredUp (TDUP) has quietly turned into a tricky stock for resale fans and investors alike, with the share price swinging higher over the past week even as longer term performance remains mixed. See our latest analysis for ThredUp. That recent 15.96% 7 day share price return on ThredUp, taking the stock to 8.72 dollars, comes on top of a powerful year to date share price surge but choppy shorter term momentum, while the one year total shareholder return also looks impressive. If ThredUp has...

Pitney Bowes (PBI) caught investors' attention after Citizens initiated coverage with an upbeat outlook on the company’s strategic direction, sending the stock up about 5% as the market digested the call. See our latest analysis for Pitney Bowes. Zooming out, Pitney Bowes’ 1 year total shareholder return of 28.72% and powerful 3 year total shareholder return of 187.72% show that today’s pullback comes after a strong, still constructive, longer term run. If this kind of turnaround story has...

NVR (NVR) ticked higher after a rating upgrade, a move that usually reflects a more constructive view on its prospects and can nudge fresh attention toward the homebuilder and its mortgage operations. See our latest analysis for NVR. The upgrade comes after a choppy few months, with the share price at $7,538.08 and a recent 1 month share price return of nearly 4 percent. However, the year to date share price return and 1 year total shareholder return have been weaker, suggesting long term...

CrowdStrike Holdings reported past third-quarter results showing revenue rising to US$1,234.24 million but with a wider net loss of US$34 million, while also raising full-year revenue guidance and unveiling new AI-driven security products and partnerships with AWS, HPE, Kroll, and U.S. public-sector agencies. Together, record net new ARR growth, higher operating income, and deepening AI and cloud alliances position CrowdStrike’s Falcon platform more firmly at the center of next-generation...

In recent months, AGCO has begun overhauling its dealer service model through its FarmerCore initiative, shifting toward an “Amazon-style” on-farm service network supported by mobile fleets, smaller dealer locations, and parts depots while also exiting low-margin grain and protein operations and pursuing company-wide cost savings. This transformation points to a deeper realignment of AGCO’s business toward higher-margin precision technology, more profitable aftermarket service, and a leaner...

In late November 2025, investor John Paulson increased his holdings in Bausch Health Companies by 2,500,000 shares, bringing his total stake to 73,255,869 shares and making the position a major portion of his portfolio. This sizeable commitment from a high-profile merger-arbitrage investor has drawn fresh attention to Bausch Health’s balance-sheet repair efforts and late-stage pipeline in gastroenterology, hepatology, and aesthetics. Next, we’ll examine how Paulson’s larger ownership stake...

In early December 2025, The Timken Company reported third-quarter revenue of US$1.16 billion, with higher sales, operating earnings, and cash flow than a year earlier, and presented at Goldman Sachs Industrials & Autos Week in London. Timken’s strong quarterly beat on analyst expectations came alongside repeated recognition for corporate responsibility and ethics, underscoring a blend of operational and ESG strengths. We’ll now examine how Timken’s stronger-than-expected quarterly earnings...

In the past week, UiPath reported third-quarter fiscal 2026 results with revenue of US$411.11 million, its first GAAP-profitable quarter, and annual recurring revenue up 11% year over year, while also guiding fourth-quarter revenue to US$462–467 million. UiPath also joined the Veeva AI Partner Program to integrate its Test Manager with Veeva Validation Management, aiming to digitize and automate highly regulated software testing and validation workflows with audit-ready, paperless...

In the past quarter, Quanta Services reported stronger-than-expected Q3 2025 results, with both adjusted EPS and revenue surpassing forecasts, and raised its full-year revenue guidance while reaffirming confidence in its adjusted EPS outlook. This outperformance highlights the momentum in Quanta’s electric and renewable infrastructure segments, underlining how large, long-duration power projects are increasingly shaping its earnings profile. We’ll now examine how Quanta’s raised full-year...

Recently, CBRE arranged the sale of a 20‑property last‑mile industrial and light manufacturing portfolio across eight US states and secured four new leases totaling 101,144 square feet at its redeveloped Andover, Massachusetts office and life science campus. Together, these transactions highlight CBRE’s ability to win complex industrial mandates while also capturing demand for flexible, higher‑quality office, medical and lab space in key regional markets. We’ll now examine how this strong...

In early December 2025, Broadstone Net Lease held an investor day where management detailed its ongoing portfolio reshaping and issued initial 2026 guidance, including plans for US$500–US$625 million of investments focused on industrial and retail properties, build-to-suit developments, and asset management initiatives. The event also underscored Broadstone’s multi-year pivot toward industrial and essential retail assets and its build-to-suit pipeline of nearly US$900 million, which...

Borr Drilling (BORR) jumped about 9% after fresh upgrades from SEB Equities and Citi, with both institutions backing the company’s outlook as it outlines plans to expand its jack up drilling footprint. See our latest analysis for Borr Drilling. The latest move adds to a strong run, with the share price returning around 27% over the past month and 35% over the last quarter, while the one year total shareholder return sits above 20%. This suggests momentum is building as investors reassess...

LGI Homes (LGIH) just reported November closings of 398 homes and confirmed it is selling across 140 active communities, giving investors a fresh read on its sales pace in a choppy housing market. See our latest analysis for LGI Homes. Even with November’s steady closings update, sentiment around LGI Homes is still cautious, reflected in a roughly 42 percent year to date share price decline and a five year total shareholder return of about minus 53 percent. This suggests longer term momentum...

Affirm Holdings (AFRM) is riding a holiday tailwind, with total buy now, pay later transactions up 52% year over year and a fresh Pacsun partnership sharpening its pitch to budget conscious shoppers. See our latest analysis for Affirm Holdings. That holiday surge in buy now, pay later volume and the Pacsun deal are landing against a choppier tape. A 30 day share price return of 7.65 percent and a much stronger three year total shareholder return of 499.56 percent suggest longer term momentum...

In recent days, IES Holdings reported strong fourth-quarter and full-year 2025 results, highlighting revenue and net income growth supported by robust data center demand, while EC Gendell Jeffrey L Et Al sold 100,000 shares of the company’s stock. IES Holdings also agreed to acquire Gulf Island Fabrication, Inc., a move that aims to expand its fabrication capabilities and align with growing U.S. infrastructure needs. With this acquisition plan underscoring IES Holdings’ push into enhanced...

Adient (ADNT) just posted a softer fourth quarter, with adjusted earnings per share coming in below expectations and down from last year, and management now guiding for lower revenue and profitability in fiscal 2026. See our latest analysis for Adient. The market reaction has been pretty clear, with a 1 day share price return of minus 2.37 percent and a 90 day share price return of minus 24.5 percent. However, the year to date share price return is still positive and longer term total...

Electronic Arts (EA) keeps grinding higher, with shares up about 1% over the past week and more than 20% in the past 3 months, as investors lean into its steady gaming cash flows. See our latest analysis for Electronic Arts. Zooming out, that recent climb sits on top of a strong year to date, with the share price at $203.92 and momentum building after a powerful multi month share price return and solid multi year total shareholder returns. If EA’s steady gains have you thinking about where...