U.S. Real Estate Stock News

In recent days, Grabar Law Office began investigating Cytokinetics, Inc. for potential breaches of fiduciary duty related to allegedly misleading disclosures about the FDA’s review of its New Drug Application for aficamten, including timing and communication around a Risk Evaluation and Mitigation Strategy requirement. This probe spotlights how communication around complex FDA processes can materially affect shareholder trust, particularly when life cycle–defining therapies like aficamten...

Schneider National (SNDR) has quietly pulled off a double digit bounce over the past month, outpacing broader transport peers even as its year to date and 1 year returns remain negative. See our latest analysis for Schneider National. That recent bounce has lifted Schneider National’s latest share price to $25.95, but while short term share price momentum is clearly improving, the 1 year total shareholder return of minus 16.31 percent still lags its solid 3 year and 5 year total shareholder...

MPLX LP recently reported third-quarter 2025 results that exceeded expectations, powered by higher gathering and processing volumes, stronger transportation rates, and contributions from newly acquired midstream assets, while also announcing a 12.5% increase in its quarterly distribution for a second straight year. Despite this past year’s weaker price-only performance, MPLX’s long-run, dividend-fueled total returns and fresh distribution hike highlight how its high payout policy has...

RadNet (RDNT) slipped about 3% after it filed a prospectus supplement tied to its shelf registration, clearing the way for certain existing holders to potentially resell roughly 73,500 shares of common stock. See our latest analysis for RadNet. The pullback to a share price of $78.59, with a 1 day share price return of around negative 3 percent on the resale prospectus news, comes after a solid 90 day share price return and a powerful three year total shareholder return. This suggests...

Northern Trust (NTRS) just tightened its focus on wealth and asset servicing, naming Eric Freedman Chief Investment Officer for Wealth Management and winning a sizable servicing mandate from UK platform AJ Bell. See our latest analysis for Northern Trust. These leadership and client wins are landing against a solid backdrop, with the share price delivering a year to date share price return of 29.34 percent and a robust 5 year total shareholder return of 72.15 percent. This suggests momentum...

Macy's (M) shares have been climbing over the past month, and the move is starting to look less like a quick bounce and more like a reassessment of what this legacy retailer is worth. See our latest analysis for Macy's. At a share price of $22.85, Macy's has logged a strong 90 day share price return of 33.7 percent and a five year total shareholder return of 143.5 percent, which signals that investors are increasingly pricing in operational resilience despite mixed revenue trends. If Macy's...

GeneDx Holdings (WGS) just delivered a Q3 2025 update that combined an earnings per share miss with a revenue beat, then raised its 2025 outlook, drawing fresh support from analysts and ARK Invest. See our latest analysis for GeneDx Holdings. The latest earnings surprise and ARK’s incremental buying come after a powerful run, with a roughly 100% year to date share price return and a triple digit 1 year total shareholder return. This suggests momentum is still very much intact despite recent...

Earlier this week, Willis Towers Watson launched Radar Fusion, a cloud-native commercial underwriting platform for the U.S. market that automates simple risks, consolidates internal and external data, and gives underwriters real-time analytics and pricing insights, with plans to expand to additional regions. The product is positioned as an integrated extension of WTW’s Radar analytics suite, aiming to boost underwriting productivity and profitability by automating routine tasks while keeping...

In recent days, Primoris Services was highlighted by Zacks with a top Rank and favorable Growth Score, reflecting analysts’ upgraded expectations for its current-year earnings. This recognition, combined with earnings estimates that now point to significantly faster EPS expansion than the broader industry, suggests analysts see strengthening growth momentum in the company’s near-term fundamentals. We’ll now explore how Primoris’s upgraded growth outlook and upward earnings estimate...

Triumph Financial, Inc. previously declared a quarterly cash dividend of US$17.81 per share on its 7.125% Series C Fixed-Rate Non-Cumulative Perpetual Preferred Stock (NYSE: TFIN-PR), with holders of depositary shares receiving US$0.44525 per share, paid on December 30, 2025 to shareholders of record on December 15, 2025. A separate regulatory filing showing that institutional investor Creative Planning initiated a new position in Triumph Financial added an institutional endorsement that...

Earlier this week, Corning reported stronger-than-expected third-quarter results, with core sales and earnings rising as its optical communications business grew rapidly on the back of AI-related demand. With optical communications now generating more than half of Corning’s core profit, AI infrastructure has become a central driver of the company’s earnings mix. We’ll now explore how Corning’s AI-fueled optical communications growth could reshape its existing investment narrative for...

In late November 2025, Opendoor Technologies was removed from multiple S&P indices, including the S&P Total Market Index and S&P Global BMI, reflecting weaker index eligibility amid ongoing business pressures. This index exclusion comes as Opendoor is absorbing larger-than-expected quarterly losses while overhauling its model toward a software- and AI-driven home-selling platform, intensifying questions about its transition. We’ll now examine how Opendoor’s multi-index removal, alongside its...

Verisk Analytics (VRSK) has slipped roughly 19% this year even as its core insurance data business continues to grow revenue and earnings at a mid single digit clip, creating an interesting setup for patient investors. See our latest analysis for Verisk Analytics. That slide has left Verisk with a roughly 19% year to date share price decline, even though the 3 year total shareholder return is still comfortably positive. This suggests that shorter term momentum is fading while the longer term...

Earlier in 2025, Medpace Holdings reported strong operational execution, with rapid revenue growth driven by efficient backlog conversion and meaningful capital deployment into share repurchases that signaled management’s confidence. The company’s fully integrated clinical research platform and investment in AI-driven patient recruitment are emerging as important differentiators supporting profitable, sustainable growth and ongoing market share gains. We’ll now examine how Medpace’s...

QUALCOMM (QCOM) shares have been moving on a clear story: stronger than expected quarterly results, accelerating growth in automotive and IoT, and rising enthusiasm around its role in AI infrastructure. See our latest analysis for QUALCOMM. At around $174.81, QUALCOMM’s 90 day share price return of 9.09 percent and year to date share price return of 13.78 percent sit alongside a 3 year total shareholder return of 57.18 percent, suggesting momentum is quietly rebuilding as investors price in...

Aurora Innovation recently expanded its commercial autonomous trucking operations in Texas with a second Fort Worth–El Paso route and outlined plans to introduce next-generation hardware designed to cut costs and boost performance and durability. This focus on long-haul highway “virtual railway” routes, rather than complex urban driving, highlights a differentiated path to scaling autonomous freight services. We’ll now examine how Aurora’s expanding Texas robotrucking network shapes its...

Symbotic (SYM) just raised $550 million in a follow on stock offering at about $55 a share, landing fresh capital right as several big banks turned more cautious on its warehouse automation story. See our latest analysis for Symbotic. All this offering and downgrade noise comes after a huge run, with a 141.60% year to date share price return but a 113.60% one year total shareholder return shows momentum is cooling at the edges even as the long term automation story stays very much intact. If...

Cummins recently reported a 2% third-quarter sales decline as softer North American truck demand was offset by solid global power generation and light-duty truck markets, while also advancing a prototype hydrogen-powered internal combustion engine for intercity buses with lower emissions. At the same time, rising interest in Cummins’ Accelera business, focused on green hydrogen and hybrid powertrains, reflects how cleaner power solutions and stricter environmental rules are becoming more...

In early December 2025, Helmerich & Payne’s Vice President and Chief Accounting Officer, Sara Marie Momper, sold 6,681 shares of company stock, while Goldman Sachs and Evercore ISI shifted to more positive research views on the driller’s international and offshore prospects. Analysts now highlight the company’s plans to reactivate rigs in Saudi Arabia and other Middle Eastern markets as a key driver for improving international margins and reinforcing balance sheet strength. We’ll now explore...

Balance Sheet Shift Puts LendingClub in a New Light LendingClub (LC) is drawing attention after leaning harder into its “motivated middle” borrowers and shifting more loans from held for investment to held for sale, a strategic pivot with clear revenue implications. See our latest analysis for LendingClub. That shift in balance sheet strategy seems to line up with the market’s view, with a roughly 18 percent 3 month share price return and a 3 year total shareholder return above 100 percent,...

In recent days, analysts including TD Cowen and Wells Fargo reiterated positive views on SLM, citing improving credit trends and growing confidence ahead of the company’s investor forum, where past updates have focused on its partnership with KKR and funding outlook. What stands out is that multiple firms now point to the KKR credit partnership’s economics and potential impact on loan origination as central to SLM’s longer-term earnings profile. Next, we’ll examine how clarity around the KKR...

In the past few days, Corcept Therapeutics reported third-quarter 2025 earnings per share of US$0.16, surpassing analyst expectations even as revenue fell short, and CEO Joseph K. Belanoff sold 40,000 shares under a pre-arranged trading plan. Analyst H.C. Wainwright reaffirmed a positive view on Corcept, emphasizing longer-term growth potential despite current commercial headwinds for flagship drug Korlym, which contrasts with the mixed quarterly revenue outcome. With earnings beating...

EHang Holdings Limited reported third-quarter 2025 sales of CNY 92.47 million with a wider net loss of CNY 82.16 million, while maintaining its full-year 2025 revenue guidance of around CNY 500 million. A separate milestone came from Bangkok, where EHang’s EH216-S completed high-profile urban human-carrying flights under Thailand’s AAM Sandbox Initiative, with the Thai civil aviation chief personally experiencing the pilotless aircraft. We’ll now examine how this Bangkok urban flight...

JetBlue Airways (JBLU) has quietly bounced in the past month, even as its year to date performance remains weak. That gap between short term momentum and longer term pain is what investors are trying to make sense of. See our latest analysis for JetBlue Airways. That recent 1 month share price return of about 8 percent looks more like a relief rally than a full trend change, given JetBlue’s year to date share price loss of roughly 36 percent and a 1 year total shareholder return still firmly...