U.S. Real Estate Stock News

NYSE:APD
NYSE:APDChemicals

A Look At Air Products And Chemicals (APD) Valuation After Earnings Beat NASA Contracts And Dividend Increase

Air Products and Chemicals (APD) is back in focus after its fiscal first quarter topped analyst earnings and revenue expectations, supported by new NASA liquid hydrogen contracts, ongoing clean energy project talks, and another consecutive dividend increase. See our latest analysis for Air Products and Chemicals. Those earnings and NASA contract announcements have come as the share price has climbed, with a 30 day share price return of 8.19% and a 90 day share price return of 12.55%, even...
NYSE:TSM
NYSE:TSMSemiconductor

TSMC’s US$165b US Chip Bet And The New Taiwan US Tariff Deal

TSMC (NYSE:TSM) is committing US$165b to new semiconductor factories in the U.S. A new trade agreement between Taiwan and the U.S. reduces tariffs on key tech products. The deal is part of a broader US$250b Taiwanese corporate push into U.S. semiconductor and AI sectors. TSMC, the contract chipmaker behind many of the world's advanced processors, is expanding its manufacturing footprint in the U.S. with a planned US$165b build out. For a company already central to global chip supply chains,...
NYSE:MP
NYSE:MPMetals and Mining

MP Materials (MP) Valuation After Project Vault And Reported US Government Stake

The Trump administration’s new Project Vault plan to build a US$12 billion rare earths stockpile, alongside a reported 15% federal stake in MP Materials (MP), is pulling fresh attention to the stock. See our latest analysis for MP Materials. That policy backdrop and the reported federal stake come after a mixed stretch for MP Materials’ share price, with a 7.53% year to date share price return alongside a very large 1 year total shareholder return of 165.90%. This suggests momentum has been...
NasdaqGS:HBAN
NasdaqGS:HBANBanks

Huntington Cadence Merger Expands Southern Reach And Reshapes Valuation Outlook

Huntington Bancshares (NasdaqGS:HBAN) has closed its merger with Cadence Bank. The deal expands Huntington's geographic footprint, including leading deposit market share in Mississippi and a larger presence in Texas. Three former Cadence directors have joined Huntington's board, changing the company's governance mix. For you as an investor, this merger reshapes Huntington into a broader regional banking platform with a stronger position across key Southern markets. The combined business now...
NasdaqGS:TECH
NasdaqGS:TECHLife Sciences

The Bull Case For Bio-Techne (TECH) Could Change Following New Synthetic Organoid ECM And Neuro Biomarker Tools

In late January and early February 2026, Bio-Techne launched its Cultrex Synthetic Hydrogel, a fully defined synthetic extracellular matrix designed to improve reproducibility and scalability in 3D stem cell and organoid research, alongside new ultra-sensitive Simple Plex assays on its Ella platform for early neurodegenerative biomarker detection. The Cultrex Synthetic Hydrogel directly targets regulatory- aligned workflows and new approach methodologies by reducing biological variability...
NasdaqGS:IDXX
NasdaqGS:IDXXMedical Equipment

Idexx Laboratories (IDXX) Margin Strength Reinforces Bullish Narrative Despite Premium P/E

IDEXX Laboratories (IDXX) has just wrapped up FY 2025 with fourth quarter revenue of US$1,090.6 million and basic EPS of US$3.11, alongside trailing twelve month revenue of US$4.3 billion and EPS of US$13.17 that frame the latest print against a fuller year of performance. Over recent quarters the company has seen revenue move from US$954.3 million in Q4 2024 to just above US$1.1 billion in Q2 and Q3 2025, while quarterly EPS stepped from US$2.64 to a range between roughly US$3.0 and US$3.66,...
NasdaqGS:NSSC
NasdaqGS:NSSCElectronic

Napco Security Technologies (NSSC) Margin Slippage Challenges Bullish Profitability Narratives

Napco Security Technologies (NSSC) just posted Q2 2026 results with revenue of US$48.2 million and basic EPS of US$0.38, alongside net income of US$13.5 million, putting fresh numbers on the table for investors tracking its profitability. The company has seen quarterly revenue move from US$42.9 million in Q2 2025 to US$48.2 million in Q2 2026, while basic EPS shifted from US$0.29 to US$0.38 over the same span. Trailing twelve month EPS stands at US$1.33 and net income at US$47.4 million,...
NasdaqCM:RCAT
NasdaqCM:RCATAerospace & Defense

Assessing Red Cat Holdings (RCAT) Valuation After New Asia Pacific Black Widow Drone Contract

Red Cat Holdings (RCAT) is back in focus after an Asia Pacific ally selected its Black Widow small unmanned aerial system in a competitive tender, the second regional order in recent months for military use. See our latest analysis for Red Cat Holdings. The latest order lands against a backdrop of strong recent momentum, with a 48.8% 1 month share price return and a 54.5% 1 year total shareholder return, while the 3 year total shareholder return is roughly 9x. If this drone contract has you...
NYSE:WGO
NYSE:WGOAuto

A Look At Winnebago Industries (WGO) Valuation As Recent Gains Revive Interest In The Stock

With no single headline event setting the tone today, Winnebago Industries (WGO) is drawing attention as investors weigh its recent share performance, current valuation signals, and the backdrop of its recreational vehicle and marine businesses. See our latest analysis for Winnebago Industries. Recent trading has been relatively steady, with a 30 day share price return of 12.83% and a 90 day gain of 27.54% from the current US$46.08 level. The 1 year total shareholder return of 3.12% contrasts...
BATS:CBOE
BATS:CBOECapital Markets

Is It Too Late To Consider Cboe Global Markets (CBOE) After A 27% One-Year Rally?

If you are wondering whether Cboe Global Markets is priced attractively today, it helps to step back and separate share price excitement from underlying value. The stock last closed at US$263.92, with a 2.3% decline over the past 7 days, a 6.4% return over the past month and year to date, and a 27.4% return over the past year, which may influence how you think about its future risk and reward. Recent attention on Cboe Global Markets has centered on its role as a major exchange operator and...
NasdaqGS:ARQT
NasdaqGS:ARQTBiotechs

Will Positive Infant Phase 2 ZORYVE Data Expand Arcutis Biotherapeutics' (ARQT) Atopic Dermatitis Narrative?

Arcutis Biotherapeutics recently reported positive topline results from its INTEGUMENT-INFANT Phase 2 study, showing that once-daily ZORYVE cream 0.05% was well tolerated and improved atopic dermatitis in infants aged 3 months to under 24 months, with low rates of mostly mild to moderate adverse events. The findings extend ZORYVE’s safety and efficacy profile into even younger pediatric patients, potentially broadening its role as a non-steroidal option in a population where steroid concerns...
NYSE:GEV
NYSE:GEVElectrical

Why GE Vernova (GEV) Is Up 13.4% After Raising Outlook And Buying Full Control Of Prolec

In late January and early February 2026, GE Vernova reported stronger fourth-quarter and full-year 2025 results, raised its multi-year outlook, launched a fixed-rate senior unsecured notes offering, and closed the purchase of the remaining 50% stake in transformer maker Prolec GE to expand its Electrification segment. Together with a completed US$3.34 billion share buyback and growing orders and backlog, these moves tighten GE Vernova’s capital structure while deepening its role across power...
NasdaqGM:CRSP
NasdaqGM:CRSPBiotechs

Does CRISPR Therapeutics (CRSP) Pipeline Expansion And ARK’s Buying Redefine Its Long‑Term Narrative?

CRISPR Therapeutics recently outlined its 2026 milestones and priorities, including continued global rollout of Casgevy, planned regulatory filings for younger patients, and advancement of several gene-editing programs across cardiovascular, autoimmune, and oncology indications. At the same time, ARK Investment Management has been adding to its CRISPR Therapeutics position, underscoring institutional interest in the company’s CRISPR/Cas9 platform as it moves beyond rare blood disorders into...
NasdaqGM:ATAI
NasdaqGM:ATAIPharmaceuticals

Guggenheim, JonesResearch Coverage and BPL-003 Control Might Change The Case For Investing In AtaiBeckley (ATAI)

On January 20, Guggenheim and JonesResearch initiated coverage of AtaiBeckley, highlighting the company’s role in next-generation psychiatry following its merger with Beckley Psytech and full ownership of lead asset BPL-003 for treatment-resistant depression. The merger-backed consolidation of BPL-003 under AtaiBeckley underscores how control of a single late-stage psychiatry asset can reshape a specialist pipeline’s profile. Next, we assess how this enhanced control of BPL-003 influences...
NYSE:XOM
NYSE:XOMOil and Gas

A Look At Exxon Mobil (XOM) Valuation After Recent Share Price Strength

Recent share moves and where Exxon Mobil (XOM) stands now Exxon Mobil (XOM) has drawn fresh attention after a recent run in its share price, with the stock up around 13% over the past month and about 21% in the past 3 months. See our latest analysis for Exxon Mobil. That recent strength comes after a choppy year, with a 1 year total shareholder return of 33.98% supported by dividends and a 5 year total shareholder return of about 3x, even though the latest 1 day share price return of a 2.12%...
NasdaqGS:LCID
NasdaqGS:LCIDAuto

Lucid Range Win And Investor Day Plans Shape Broader EV Ambitions

Lucid Group's Lucid Air Grand Touring recorded the longest range result at the 2026 Norges Automobil Forbund Winter Test. The company plans to preview a new midsize vehicle and present a broader roadmap at its upcoming Investor Day. Investor Day is expected to cover Lucid's future product pipeline, autonomy plans, and software development priorities. For investors watching NasdaqGS:LCID, this mix of product performance and roadmap detail comes at a time when premium EV makers are under...
NYSE:TSN
NYSE:TSNFood

Tyson Foods (TSN) Margin Compression To 0.9% Tests Bullish Earnings Narratives

How Tyson Foods' Latest Numbers Fit the Bigger Earnings Story Tyson Foods (TSN) has just reported its Q1 2026 results, with recent quarterly revenue ranging from about US$13.1b to US$13.9b and basic EPS between roughly US$0.02 and US$1.01, while trailing twelve month figures include total revenue of about US$54.4b and EPS of around US$1.33. Over the last few reported quarters, the company has seen revenue move from US$13.6b in Q1 2025 to US$13.9b in Q4 2025, with quarterly EPS shifting from...
NasdaqGS:PAYX
NasdaqGS:PAYXProfessional Services

Does Paychex's New Audit-Focused Director Deepen Governance Strength or Highlight Strategic Questions for PAYX?

Paychex recently expanded its Board of Directors to 11 members and appointed former Cintas CFO J. Michael Hansen as an independent director, assigning him to the Audit Committee with immediate effect. Hansen’s long financial career, including his experience at Cintas and prior board role at Paycor (now owned by Paychex), deepens the company’s governance and financial oversight bench. We’ll explore how this board appointment, alongside analyst concerns about growth and acquisition benefits,...
NasdaqGS:ONC
NasdaqGS:ONCBiotechs

BeOne Medicines Trial Wins And Sonrotoclax Clearance Meet Valuation Discount

BeOne Medicines reported pivotal Phase 3 trial results in gastric cancer for its pipeline, confirming a key late stage clinical milestone. The company also received its first regulatory clearance for sonrotoclax, a next generation BCL2 inhibitor. These updates expand the medical and commercial potential of BeOne Medicines beyond previously disclosed information. For investors watching BeOne Medicines, ticker NasdaqGS:ONC, the news comes at a time when the stock has shown strong longer term...
NasdaqGS:DNLI
NasdaqGS:DNLIBiotechs

Denali Therapeutics (DNLI) Weighs FDA Priority Review And Rival Setback: What Does It Mean Long Term?

Denali Therapeutics recently highlighted past and upcoming presentations of clinical and preclinical data for its Enzyme Transport Vehicle programs in rare lysosomal storage disorders, alongside an ongoing FDA Priority Review of tividenofusp alfa for Hunter syndrome with a decision expected by 5 April 2026. The FDA’s halt of a competing Hunter syndrome gene therapy trial has drawn attention to Denali’s ETV platform as a potential alternative approach for delivering enzyme replacement...
NasdaqGS:HON
NasdaqGS:HONIndustrials

A Look At Honeywell (HON) Valuation After Q4 Earnings Beat And Record Backlog Update

Why Honeywell’s latest quarter grabbed investor attention Honeywell International (HON) is back in focus after its fourth quarter beat on adjusted earnings, with double digit organic revenue growth, a record backlog above US$37b, and updated 2026 guidance that reinforced management’s profitability message. See our latest analysis for Honeywell International. The renewed interest around Honeywell’s earnings beat, record backlog and 2026 outlook has come alongside a 16.2% year to date share...
NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Broadcom’s AI Custom-Chip Momentum Meets Clearer VMware Legal Backdrop

Broadcom (NasdaqGS:AVGO) is expanding its role in custom AI accelerators and ASIC design for major clients such as Google and OpenAI, supporting rapid growth in its AI semiconductor revenue. The company has recently emerged as a key partner in building AI infrastructure, with multiple analysts highlighting its position in AI custom-chip development. Broadcom also resolved a legal dispute with Fidelity related to VMware software licensing, removing a potential operational hurdle following the...
NasdaqGS:OTEX
NasdaqGS:OTEXSoftware

OpenText Refocuses On Cloud And AI With New CEO And Divestment

OpenText (NasdaqGS:OTEX) has appointed Ayman Antoun as Chief Executive Officer. The company has agreed to divest its Vertica business to concentrate on core cloud and AI offerings. These decisions were announced together, signaling a shift in leadership and portfolio focus. OpenText operates in enterprise information management, supplying software that helps large organizations manage content, security, and data across on-premises and cloud environments. The arrival of a new CEO with a...
NYSE:WLY
NYSE:WLYMedia

A Look At John Wiley & Sons (WLY) Valuation As Operational Headwinds Raise Growth Concerns

Operational headwinds put John Wiley & Sons (WLY) under closer investor scrutiny Recent commentary on John Wiley & Sons (WLY) points to ongoing declines in sales and free cash flow margins, with weak demand projected over the next year and higher capital needs raising fresh questions about long term growth. See our latest analysis for John Wiley & Sons. Wiley's share price has climbed 6.41% over the past month but is still down 17.18% over the last 90 days, while its 1 year total shareholder...