U.S. Real Estate Stock News

Q3 earnings beat and software push put Donnelley Financial Solutions (DFIN) in focus Donnelley Financial Solutions (DFIN) is back on investor radars after Q3 2025 earnings topped expectations and management outlined a plan to reach 60% of sales from software solutions by 2028. See our latest analysis for Donnelley Financial Solutions. The Q3 earnings beat and the push toward software have come alongside a 30 day share price return of 18.18% and a year to date share price return of 19.81%...

In the days leading up to its now-released fourth-quarter results, East West Bancorp drew attention as investors focused on its cross-border banking franchise and upcoming earnings announcement. Interest was amplified by the bank’s history of modestly topping revenue estimates and analyst expectations for continued year-on-year revenue growth and solid EPS. With that backdrop, we’ll explore how East West Bancorp’s consistent earnings beats and upcoming guidance could influence its broader...

New Era Energy & Digital (NUAI) has moved from planning into execution by taking full ownership of Texas Critical Data Centers and teaming up with Primary Digital Infrastructure to co-develop a one gigawatt plus hyperscale campus. See our latest analysis for New Era Energy & Digital. The recent Texas Critical Data Centers transaction and partnership news have arrived alongside sharp share price momentum, with a 7 day share price return of 65.46% and a 1 year total shareholder return of...

FB Financial stock performance context FB Financial (FBK) has caught investor attention after a stretch of positive share performance, with the stock up 5.3% over the past day and 4.2% over the past week. See our latest analysis for FB Financial. That recent bounce sits on top of a steadier trend, with a 30 day share price return of 8.16% and a 90 day share price return of 12.90%. The 1 year total shareholder return of 18.32% and 5 year total shareholder return of 78.92% point to momentum...

Arrow Electronics recently announced a collaboration with Romanian startup .lumen to help scale production of AI-powered glasses that enable visually impaired users to move independently using on-device cameras, artificial intelligence and haptic feedback. The partnership underscores how Arrow’s component sourcing and engineering support can advance assistive technologies that rely on ultra-low latency, edge-based processing rather than cloud connectivity. We’ll now examine how this...

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Tango Therapeutics (TNGX) is in focus after founding CEO and President Dr. Barbara Weber retired, with board member Dr. Malte Peters stepping in as President and CEO, while she transitions to Executive Chair. See our latest analysis for Tango Therapeutics. The leadership change follows a period of strong price momentum, with Tango Therapeutics posting a 45.13% 1‑month share price return and a 66.14% 3‑month share price return, while its 1‑year total shareholder return is just over 3x. If this...

Stripe partnership and recent earnings put Insight Enterprises under the spotlight Insight Enterprises (NSIT) has paired a softer quarter, with revenues down 4% year on year and earnings missing analyst estimates, with an expanded global partnership with Stripe focused on AI driven commerce and modern payments. See our latest analysis for Insight Enterprises. At a share price of US$81.11, Insight Enterprises has seen a 1.94% 1 day share price gain and a 1.68% 30 day share price return, but a...

Fourth quarter 2025 guidance puts revenue expectations in focus Soleno Therapeutics (SLNO) has put out preliminary unaudited revenue guidance for the fourth quarter of 2025, expecting net revenue between US$90 million and US$92 million, providing a fresh reference point for investors tracking the stock. See our latest analysis for Soleno Therapeutics. At a share price of US$43.56, Soleno Therapeutics has seen a 31.57% 3 month share price decline and an 11.79% 1 month share price decline, yet...

Why Five9’s new Google Cloud alliance is drawing fresh investor attention Five9 (FIVN) has attracted fresh interest after announcing an expanded partnership with Google Cloud, centered on a joint Enterprise CX AI solution for large enterprises across multiple industries. See our latest analysis for Five9. The expanded Google Cloud alliance has arrived during a weak patch for the stock, with a 30 day share price return showing a 14.79% decline and a 1 year total shareholder return reflecting a...

Inflation concerns put Lazard (LAZ) in focus for rate sensitive investors Recent research from Lazard (LAZ) CEO Peter R. Orszag, highlighting the risk of U.S. inflation running hotter than expected and potentially slowing interest rate cuts, has put the stock on investors' radar. See our latest analysis for Lazard. Lazard's recent comments on stickier inflation come as the share price sits at US$53.85, with a 30-day share price return of 7.44% and year to date share price return of 8.26%. The...

Why PJT Partners Stock Is Back on Investors’ Radar PJT Partners (PJT) recently hit an all time high after reporting 23.3% revenue growth, beating earnings expectations, and attracting fresh UBS coverage with a Neutral rating focused on productivity from past investments. See our latest analysis for PJT Partners. The recent earnings beat and UBS coverage have arrived alongside firm share price momentum, with a 1 month share price return of 11.47% and a 1 year total shareholder return of...

Earlier in January 2026, Digi International launched SmartSense ONE and expanded its Digi Ventus Managed Connectivity Solutions, integrating monitoring, compliance, and managed 5G connectivity for customers and channel partners across sectors such as retail, food service, and healthcare. The move highlights Digi’s push toward unified, modular platforms and recurring managed-service offerings that tie together hardware, software, and data-driven operational insights. We’ll now examine how...

In January 2026, the U.S. Government and AeroVironment mutually issued a stop work order on the BADGER phased array antenna systems contract for the SCAR satellite communications program to renegotiate it under new requirements, with an amended firm-fixed price agreement expected. This pause highlights how changing government program requirements can alter contract structures and risk-sharing, while AeroVironment still expects to support SCAR with future capabilities and products. Next,...

Why Veracyte is on investors’ radar today Veracyte (VCYT) has drawn attention after recent trading, with the share price most recently closing at $43.30. With mixed short term returns and a stronger past 3 months, investors are reassessing the story. See our latest analysis for Veracyte. The 3.86% 1 day share price return and 21.49% 90 day share price return suggest momentum has been building recently, while the 0.58% 1 year total shareholder return and 68.16% 3 year total shareholder return...

Earlier in January, Critical Metals Corp. announced a non-binding term sheet for a 50/50 joint venture with Tariq Abdel Hadi Abdullah Al-Qahtani & Brothers Company to develop a rare earth processing facility in Saudi Arabia, underpinned by long-term offtake rights for 25% of Tanbreez’s rare earth concentrate output. This planned mine-to-processing link, with finished materials bound for the United States defense supply chain, positions Tanbreez as an emerging anchor asset in efforts to...

AGCO’s Board of Directors previously declared a regular quarterly dividend of US$0.29 per common share, payable on March 16, 2026, to shareholders of record as of February 13, 2026, while the company also participated in the PTx Winter Conference in Tremont, Illinois, in January 2026. Against this backdrop, investors have focused on recent insider share sales and pressure on farm equipment adjusted EBITDA, raising questions about how resilient AGCO’s profitability may be. With recent returns...

In January 2026, First Horizon Corporation reported fourth-quarter 2025 results showing net interest income of US$676 million and net income of US$262 million, both higher than a year earlier, with basic earnings per share from continuing operations rising to US$0.52. Management also highlighted that return on tangible common equity reached 15% in 2025, underpinned by disciplined deposit cost management, expanded lending to mortgage companies, and resilient commercial and industrial loan...

What stands out about Southwest Gas Holdings right now Southwest Gas Holdings (SWX) has drawn attention after a steady run in recent periods, with the stock showing positive returns over the past month, past 3 months, year, and longer multiyear stretches. See our latest analysis for Southwest Gas Holdings. At a share price of $84.58, Southwest Gas Holdings has logged a 5.16% 30 day share price return and a 21.05% 1 year total shareholder return, indicating notable movement over both shorter...

GameStop (GME) is back in focus after CEO Ryan Cohen and a board member bought additional shares, lifting Cohen’s stake above 9% just ahead of a shareholder vote on a new executive compensation plan. See our latest analysis for GameStop. Cohen’s latest buying comes after a volatile stretch in which the 1-year total shareholder return is a 20.63% loss, even as the year to date share price return sits at 5.19%. This hints at improving momentum despite earlier weakness. If this kind of insider...

In recent weeks, McDonald’s outlined a broad global overhaul, including plans to surpass 50,000 restaurants by 2027, expand AI-enabled drive-thrus, and roll out internationally tested items like the Big Arch burger and Hot Honey Sauce across the U.S. menu. This push combines aggressive physical expansion with digital modernization and standardized pricing guidelines, aiming to sharpen McDonald’s value proposition while reflecting shifting consumer habits worldwide. Next, we’ll examine how...

Colgate-Palmolive recently announced a four-year collaboration with the WHO Foundation to fund initiatives that expand oral health education, integrate oral care into national health systems, and elevate oral health as a public health priority worldwide. This partnership underscores how corporate funding can influence global health policy and further embed oral care within broader primary healthcare agendas. Next, we’ll examine how Colgate-Palmolive’s long-term WHO Foundation partnership,...

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Recent share performance and business snapshot NVR (NVR) has drawn attention after a 3.5% move over the past day and a 5.4% gain over the past month, prompting investors to reassess the homebuilder’s recent performance and valuation. The company operates across Homebuilding and Mortgage Banking, with US$10.6b in revenue and US$1.4b in net income, while annual revenue and net income both show single digit percentage declines year over year. Short term returns are mixed, with a 2.8% gain over...