U.S. Real Estate Stock News

NYSE:XYZ
NYSE:XYZDiversified Financial

Is Block (SQ) Quietly Rewiring Its Moat With Bitcoin-Powered Square Register Upgrades?

Block’s Square unit recently launched the second-generation Square Register and rolled out Bitcoin payment capabilities for eligible small-business merchants in the US (excluding New York), while also expanding its all-in-one commerce platform through deployments such as 7 leaves Cafe across 44 locations. Together, these moves underline Block’s push to integrate upgraded in-store hardware, software, and cryptocurrency tools into a single ecosystem that can serve both emerging and established...
NasdaqGS:XEL
NasdaqGS:XELElectric Utilities

Xcel Energy Ties Data Center Demand To Long-Term Grid Expansion

Xcel Energy (NasdaqGS:XEL) has entered new alliances with GE Vernova and NextEra Energy to expand renewable energy infrastructure and support growing power needs from data centers. The company is also advancing the proposed PowerOn Midwest transmission line to connect new energy sources to the grid and support regional reliability. These agreements include work on gas and wind turbines, grid modernization, AI applications, and added capacity for large data center customers. Xcel Energy,...
NYSE:ONON
NYSE:ONONLuxury

Is On Holding (ONON) Still Attractive After Recent Share Price Weakness?

If you are looking at On Holding and wondering whether the current share price still represents good value, it helps to break the story into what the stock has done and how that lines up with what it might be worth. The share price closed at US$42.92, with returns of a 4.7% decline over 7 days, a 12.5% decline over 30 days, an 8.6% decline year to date, a 28.1% decline over 1 year and a 102.6% gain over 3 years. This can leave the stock feeling very different depending on your time...
NYSE:TPC
NYSE:TPCConstruction

The Bull Case For Tutor Perini (TPC) Could Change Following Dividend Debut, Buyback Plan And Guidance Hike

In November 2025, Tutor Perini Corporation reported strong third-quarter and year-to-date results, prompting its Board to declare a quarterly cash dividend and authorize a US$200 million share repurchase program while raising 2025 earnings guidance. The combination of a new dividend, sizable buyback, and guidance increase against a record construction backlog signals management’s confidence in the company’s cash generation and project pipeline. Next, we will examine how the new US$200...
NYSE:PSA
NYSE:PSASpecialized REITs

How Bank of America’s Cautious Outlook and Local Headwinds Will Impact Public Storage (PSA) Investors

Earlier this week, Bank of America downgraded Public Storage to Neutral from Buy, pointing to muted rental revenue growth in 2026 and a lack of near-term operational catalysts amid macro pressures on the self-storage market. The downgrade also underscored how local factors, including pricing restrictions tied to wildfire impacts in Los Angeles, can meaningfully influence a national REIT’s outlook. Next, we’ll examine how Bank of America’s concerns over limited operational catalysts shape...
NYSE:PPG
NYSE:PPGChemicals

A Look At PPG Industries (PPG) Valuation After Earnings Beat And 2026 Growth Guidance

PPG Industries (PPG) has drawn fresh investor attention after reporting detailed 2025 results, issuing 2026 earnings guidance, and securing new business wins that support its coatings focused business model and capital return plans. See our latest analysis for PPG Industries. The latest news on Q4 2025 results, 2026 earnings guidance and new coatings and refinish contracts comes against a backdrop of firm momentum, with a 30 day share price return of 17.78% and a 90 day share price return of...
NasdaqGS:BIIB
NasdaqGS:BIIBBiotechs

Biogen Pipeline Updates Prompt Reassessment Of Valuation And Growth Prospects

Biogen (NasdaqGS:BIIB) reported positive safety and efficacy data for a high dose regimen of nusinersen in a major Phase 2/3 clinical study for spinal muscular atrophy. The high dose nusinersen results were recently published in Nature Medicine and are now under review by the U.S. Food and Drug Administration. The FDA also granted Breakthrough Therapy Designation to Biogen’s litifilimab candidate for the treatment of cutaneous lupus erythematosus. These developments highlight key updates in...
NYSE:EPD
NYSE:EPDOil and Gas

Will Record EBITDA, Distribution Hike and Buybacks Change Enterprise Products Partners' (EPD) Income Narrative?

Enterprise Products Partners L.P. recently reported fourth-quarter 2025 results showing quarterly sales of US$13,793 million and net income of US$1,644 million, alongside the completion of US$1.44 billion in cumulative unit repurchases under its long-running buyback program. The partnership also delivered record quarterly and annual EBITDA, raised its cash distribution for the 27th consecutive year, and advanced major projects such as the Neches River terminal and Bahia pipeline expansion...
NasdaqGS:SKWD
NasdaqGS:SKWDInsurance

Evaluating Skyward Specialty Insurance Group (SKWD) Valuation After Recent Share Price Weakness

Event context and recent share performance Skyward Specialty Insurance Group (SKWD) has recently drawn attention after a period of weaker share performance, with the stock showing negative returns over the past month, past 3 months, year to date and past year. At a last close of US$44.03, Skyward Specialty Insurance Group sits against a backdrop of annual revenue of about US$1.34b and net income of roughly US$141.20m, giving investors concrete figures to assess the current valuation. See our...
NasdaqGM:CRVS
NasdaqGM:CRVSBiotechs

Is Corvus Pharmaceuticals (CRVS) Still Attractive After A 185% Monthly Surge?

If you are wondering whether Corvus Pharmaceuticals at US$19.06 is still offering value after a strong run, the key question now is how that price stacks up against what the business might be worth. The stock has been very volatile recently, with a 30 day return of 185.3%, a 1 year return of 253.6%, and a 3 year return that is well over 7x, even though the last 7 days saw a 9.0% decline. That mix of sharp gains and a recent pullback often lines up with shifting expectations around the...
NasdaqGS:CENX
NasdaqGS:CENXMetals and Mining

Century Aluminum Recasts Footprint With New Smelter Plans And Data Campus Sale

Century Aluminum and Emirates Global Aluminium plan to build a major new aluminum smelter in Oklahoma, described as the first large scale U.S. facility of its kind in nearly 50 years. The company has agreed to sell its Hawesville, Kentucky site for redevelopment into a large digital infrastructure and AI data campus. Together, these moves reshape how Century Aluminum uses key assets and expand its role in U.S. industrial supply chains. For investors watching NasdaqGS:CENX, these...
NYSE:YUMC
NYSE:YUMCHospitality

Yum China Results, Dividend Hike And Expansion Shape Valuation Debate

Yum China Holdings (NYSE:YUMC) reported strong Q4 and full-year 2025 results, with solid revenue and profit performance. The company announced a 21% increase in its cash dividend, signaling a higher level of cash being returned to shareholders. Yum China continued rapid expansion, adding over 1,700 net new stores in 2025 and outlining further growth plans with more emphasis on franchising. For investors tracking NYSE:YUMC, the news comes at a time when the share price is $55.67 and recent...
NYSE:AS
NYSE:ASLuxury

Is Amer Sports (AS) Pricing Reflect Its Recent Share Pullback And Growth Outlook

If you are wondering whether Amer Sports at around US$35.73 is a bargain or just fairly priced, you are not alone. This article is built to help you make sense of what that number could mean for long term investors. The share price has seen a 4.3% decline over the past week and a 7.5% decline over the past month, although the 1 year return currently sits at 9.7% and the year to date move is a 4.7% decline. Recent coverage has focused on Amer Sports as a listed owner of well known sports and...
NYSE:AJG
NYSE:AJGInsurance

Will Earnings Beat, Dividend Hike and New Acquisitions Change Arthur J. Gallagher's (AJG) Narrative?

Arthur J. Gallagher & Co. recently reported fourth-quarter 2025 revenue of US$3.63 billion and full-year revenue of US$13.94 billion, while also announcing a higher quarterly dividend of US$0.70 per share. Alongside these results, Gallagher continued its acquisition-led expansion by adding specialist businesses such as Reck & Co., Hunt Financial Group, and 3D Advisors to broaden its risk management and benefits capabilities. We’ll now examine how this combination of earnings growth, a...
NasdaqGS:SWKS
NasdaqGS:SWKSSemiconductor

Skyworks Qorvo Merger Targets Synergies Revenue Diversity And Valuation Upside

Skyworks Solutions and Qorvo have agreed to merge, aiming to close the deal by early 2027. The planned combination is intended to create operational synergies and broaden Skyworks Solutions' technology portfolio. Management expects the merger to diversify revenue beyond mobile and generate over $500 million in synergies. For investors following NasdaqGS:SWKS, the proposed merger comes after a mixed share price record. The stock trades at $60.92, with a 9.3% gain over the past week and 1.8%...
NasdaqGS:MTCH
NasdaqGS:MTCHInteractive Media and Services

Is Match Group (MTCH) Pricing Reflect Its Long-Term Cash Flow Potential After Multi-Year Share Slide

If you are wondering whether Match Group's current share price reflects its underlying value, you are not alone and this article will walk through what the numbers actually say. Match Group's share price closed at US$30.85, with returns of a 1% decline over the past week, a 5.3% decline over the past month and a 2.8% decline year to date, alongside a 6.6% decline over 1 year, a 29.5% decline over 3 years and an 81.3% decline over 5 years. These moves sit against a backdrop of ongoing...
NasdaqGS:TRMB
NasdaqGS:TRMBSoftware

Is Trimble’s (TRMB) West Side Tractor Deal a Quiet Shift in Construction Channel Strategy?

In January 2026, Trimble announced that West Side Tractor Sales Co. became the newest Trimble Technology Outlet, enabling it to sell Trimble grade control, site positioning systems and correction services directly to John Deere earthmoving equipment users across parts of Illinois, Indiana and southwest Michigan. This expansion of Trimble’s civil construction distribution network highlights how partnering with established regional dealers can deepen adoption of its jobsite productivity...
NYSE:WAB
NYSE:WABMachinery

Union Pacific’s $1.2 Billion Locomotive Upgrade Deal Could Be A Game Changer For Westinghouse Air Brake Technologies (WAB)

In late 2025, Union Pacific announced a landmark agreement with Westinghouse Air Brake Technologies (Wabtec) worth US$1.20 billion to modernize its AC4400 locomotive fleet, extending asset life while improving efficiency, reliability and digital capabilities across more than 1,700 units with deliveries starting in 2027. This deal, described as the largest locomotive modernization investment in rail industry history, underscores how freight railroads are using technology upgrades rather than...
NasdaqGS:TER
NasdaqGS:TERSemiconductor

Is It Too Late To Consider Teradyne (TER) After Its Strong Share Price Run?

If you are wondering whether Teradyne's current share price still reflects fair value, you are not alone. Many investors are asking whether the recent run leaves much upside on the table. The stock last closed at US$271.13, with returns of 12.5% over 7 days, 21.9% over 30 days, 30.6% year to date, 140.5% over 1 year, 160.2% over 3 years and 94.3% over 5 years, which naturally raises questions about what is already priced in. Recent attention on Teradyne has centered on its role in the...
NYSE:DDS
NYSE:DDSMultiline Retail

A Look At Dillard's (DDS) Valuation After A Strong Quarter And Management’s Upbeat Outlook

Dillard's (DDS) recently reported a Q3 update with revenue up 2.7% year over year and earnings above analyst expectations. Management also highlighted sales momentum that it expects to carry through the holiday season. See our latest analysis for Dillard's. Despite the latest share price of $635.51 and a 1 day share price return of 2.68% decline, Dillard's has a 1 year total shareholder return of 40.67% and a very large 5 year total shareholder return. This suggests long term holders have...
NasdaqCM:WSHP
NasdaqCM:WSHPInteractive Media and Services

WeShop Holdings (WSHP) Valuation Check After Steep Share Price Weakness And Extremely High Price To Book Ratio

Event context and recent stock performance WeShop Holdings (WSHP) has recently been in focus after a sharp move in its share price, with the stock closing at $52.51 and recording a 1 day return of 0.11%. Over the past week, the stock shows a 19.22% decline, while the past month return stands at a 39.66% decline. This is prompting investors to reassess how this social e commerce platform’s fundamentals align with recent trading. See our latest analysis for WeShop Holdings. That sharp 39.66% 1...
NasdaqGS:WDAY
NasdaqGS:WDAYSoftware

Assessing Workday (WDAY) Valuation After Launch Of Military Skills Mapper For Veteran Hiring

Workday (WDAY) is back in focus after launching Military Skills Mapper in Workday Recruiting, a new capability that translates veterans' military experience into civilian skills and draws fresh attention to its broader cloud HR and finance platform. See our latest analysis for Workday. Despite the Military Skills Mapper launch and a stream of new partner integrations, Workday’s share price has faced selling pressure, with a 30 day share price return of -24.51% and a 1 year total shareholder...
NasdaqGS:ADP
NasdaqGS:ADPProfessional Services

A Look At Automatic Data Processing (ADP) Valuation After Softer Payroll Report And Solid Earnings

Interest in Automatic Data Processing (ADP) has picked up after its private payroll report showed softer job creation than economists expected, while the company delivered solid quarterly earnings and introduced new AI-powered ADP Assist agents. See our latest analysis for Automatic Data Processing. Despite solid earnings and the launch of ADP Assist, the share price has come under pressure, with a 30 day share price return of 10.39% and a year to date share price return of 7.47%, while the 1...
NasdaqGM:NVTS
NasdaqGM:NVTSSemiconductor

Is Navitas Semiconductor (NVTS) Trading Near-Term Revenue for Strategic Positioning in AI Infrastructure?

In recent months, Navitas Semiconductor has been shifting away from its mobile and consumer operations toward higher-margin AI infrastructure and industrial electrification applications, even as this transition has weighed on near-term revenue. An important angle for investors is how Navitas’ partnerships, including with Nvidia and major EV and PC makers, could reshape its role across AI and data center supply chains. Next, we’ll examine how this renewed focus on AI infrastructure and...