U.S. Real Estate Stock News

In recent months, Louisiana-Pacific Corporation has drawn heightened attention as analysts sharply revised down near-term earnings forecasts, with Zacks assigning the stock its weakest Rank #5 rating based on these estimate cuts. This shift in analyst expectations underscores how quickly sentiment around Louisiana-Pacific’s earnings power can change, even as its longer-term business themes remain in focus. Next, we’ll examine how this downgrade in earnings expectations and Zacks Rank #5...

Papa John's International (PZZA) just handed 85 Washington, D.C. and Baltimore locations to franchise powerhouse Pie Investments and paired that move with plans for 52 new stores by 2030, reshaping its Mid Atlantic footprint. See our latest analysis for Papa John's International. Even with this sizable refranchising and a 52 store growth pipeline, Papa John's 90 day share price return of minus 15.6 percent and one year total shareholder return of minus 14.4 percent suggest sentiment is still...

Protagonist Therapeutics and Takeda recently reported 52-week data from the pivotal Phase 3 VERIFY trial of rusfertide in polycythemia vera, showing durable control of hematocrit and reduced need for phlebotomy with a safety profile consistent with earlier findings. The program’s Breakthrough, Orphan Drug and Fast Track designations, combined with sustained response in a majority of continuously treated patients, highlight rusfertide’s potential to change care for phlebotomy-dependent PV...

Campbell's is set to report its first-quarter fiscal 2026 earnings on 9 December 2025, with analysts expecting pressure on revenue and margins from tariffs and higher marketing expenses, alongside softness in the Snacks segment. Despite these headwinds, analysts highlight Campbell's consistent record of exceeding earnings estimates and continued support from at-home cooking trends bolstering its Meals & Beverages division. We’ll now examine how expectations for margin pressure from tariffs...

Earlier this month, Getty Realty Corp. entered into a Note Purchase Agreement for US$250 million of senior unsecured notes to repay revolving credit facility borrowings and fund general corporate purposes. By locking in this unsecured funding, Getty Realty is reshaping its debt mix in a way that could influence its investment capacity and risk profile. We'll now examine how this new US$250 million unsecured financing affects Getty Realty's investment narrative, particularly its balance sheet...

Principal Financial Group (PFG) has quietly put together a solid run, with the stock up about 6% over the past month and roughly 13% year to date, outpacing many peers in the financial sector. See our latest analysis for Principal Financial Group. At around $87.52 a share, Principal’s steady climb, including a solid year to date share price return, lines up with improving sentiment around its earnings resilience and income-focused profile. Multi year total shareholder returns underscore that...

Vishay Intertechnology recently introduced two 1200 V silicon carbide MOSFET power modules in low-profile MAACPAK PressFit packages and a 1500 V Automotive Grade solid-state relay for 800 V battery monitoring, targeting automotive, energy, industrial, and telecom applications with higher efficiency, reliability, and compliance with key isolation standards. Together, these launches highlight Vishay’s push into higher-voltage, silicon carbide-based and safety-critical products that can deepen...

Coastal Financial (CCB) is back on investors radar after TD Cowen reiterated a bullish stance, pointing to faster revenue growth, slower expense creep, and an improving earnings trajectory, even as the Chief Risk Officer departs. See our latest analysis for Coastal Financial. The latest bullish commentary appears to be reinforcing a trend that was already in motion, with Coastal’s share price up 33.71 percent year to date and a striking 52.76 percent total shareholder return over the past...

In recent months, iRhythm Technologies has faced heightened scrutiny, including an FDA warning letter, a DOJ investigation, and a new shareholder rights law firm probe into potential fiduciary breaches by officers and directors. These overlapping regulatory and legal pressures contrast with iRhythm's ongoing innovation in its Zio cardiac monitoring platform, creating a complex backdrop for assessing its business quality and governance. We’ll now explore how this added regulatory and legal...

Ventas Realty, a subsidiary of Ventas, Inc., recently issued and sold US$500,000,000 of 5.000% Senior Notes due 2036, with proceeds earmarked for general corporate purposes including potential debt repayment and boosting financial flexibility. This debt raise, alongside upbeat analyst commentary on Ventas’ healthcare real estate platform, underscores investor focus on the REIT’s balance sheet strength and capacity to fund growth. We’ll now explore how Ventas’ recent senior notes issuance...

In early December 2025, The Hershey Company updated its bylaws to strengthen board independence and governance continuity, while also unveiling a limited-run Dubai-inspired chocolate bar and a co-branded Charming toy line partnership announced by JAKKS Pacific. Together, these moves highlight how Hershey is tightening corporate governance while experimenting with social-media-driven products and brand extensions into kid-focused collectibles. We’ll now explore how this governance refresh...

Flex (FLEX) is back in the spotlight after rolling out a new AI infrastructure platform and teaming up with NVIDIA and LG Electronics, moves that sharpen its focus on modular, energy efficient data center solutions. See our latest analysis for Flex. The upbeat reaction to Flex’s latest AI and data center moves comes on top of a strong run, with the stock’s share price return up 61.6 percent year to date and the three year total shareholder return at a striking 280.5 percent. This suggests...

W. R. Berkley (WRB) just put extra cash on the table, declaring a 1 dollar per share special dividend alongside its regular payout, after another solid quarter of underwriting and investment income growth. See our latest analysis for W. R. Berkley. Despite the special and regular dividends highlighting management confidence and Mitsui Sumitomo taking a sizable stake, the stock has cooled off recently. Short term share price returns are negative, even as multi year total shareholder returns...

Knight-Swift Transportation Holdings recently reported quarterly revenue of US$1.93 billion that exceeded forecasts, while adjusted earnings per share came in below expectations, and its board confirmed a regular cash dividend to be paid on December 22 in the past. A director also gifted 2,800 Class A shares in a personal, non-market transaction, highlighting that insider activity can reflect financial planning rather than a view on company value. Next, we’ll examine how this revenue beat...

Revolve Group (RVLV) just delivered an upside earnings surprise while a key insider and major shareholder cashed out roughly 178,700 shares, about 4.7 million dollars. This combination naturally has investors double checking the story. See our latest analysis for Revolve Group. The upbeat earnings surprise, combined with insider selling, has come as the share price sits around 25.97 dollars, with a 1 month share price return of about 21 percent but a 1 year total shareholder return still...

In recent months, Photronics reported third-quarter 2025 results that exceeded analyst expectations, highlighted by non-GAAP diluted EPS of $0.51 on US$210 million in revenue, while continuing share repurchases and maintaining more cash than debt. A new “Strong Buy” analyst consensus rating, arriving alongside these earnings and capital allocation moves, underscores growing confidence in the company’s photomask technology position and balance sheet strength. Now we’ll consider how the...

Recently, analysts projected that Vail Resorts will report a quarterly loss of $5.23 per share even as revenue is expected to grow across mountain operations, lodging, ski school, dining, and retail segments. At the same time, new investments at Park City Mountain, including the Sunrise Gondola and Moose Camp beginner zone, signal a continued push to enhance guest experience and support longer-term growth across the resort network. Next, we’ll examine how the expected revenue growth...

Morgan Stanley recently upgraded MP Materials to Overweight, highlighting its role in building a fully domestic US mine‑to‑magnet rare earths supply chain and its joint venture with the Department of Defense and Saudi Arabian Mining Company to develop a refinery in Saudi Arabia. These moves deepen MP Materials’ involvement in securing Western rare earth access for electric vehicles, wind turbines, and advanced electronics, potentially reshaping how governments and manufacturers source...

People Inc.'s new multi year content partnership with Meta puts several of IAC (IAC) lifestyle brands directly into Meta AI products, raising fresh questions about how this AI distribution push could influence the stock’s narrative and valuation. See our latest analysis for IAC. Despite the Meta partnership adding a fresh AI angle to IAC’s story, the stock’s recent 1 month share price return of 10.62 percent comes against a year to date share price decline and a weak 5 year total shareholder...

Strategy (MSTR) has been on a volatile ride lately, with shares down sharply over the past 3 months even as its longer term returns remain strong. That disconnect is where things get interesting. See our latest analysis for Strategy. After an explosive multi year run, capped by a 3 year total shareholder return of more than 800 percent, the stock’s recent 30 day and year to date share price losses suggest momentum is clearly fading as investors reassess Bitcoin leverage and valuation risk. If...

In the past week, Burlington Stores reported higher third-quarter revenue of US$2,710.44 million and net income of US$104.75 million, raised full-year sales guidance, continued share repurchases totaling US$429.21 million across two programs, and reaffirmed plans to open 104 net new stores by fiscal year-end 2025. This combination of stronger earnings, ongoing buybacks, and an aggressive store-opening plan underscores management’s confidence in Burlington’s off-price model and its...

Under Armour (UAA) has been grinding through a difficult stretch, with the stock sliding around 11% over the past 3 months and more than 50% over the past year, despite modest revenue growth. See our latest analysis for Under Armour. That weak backdrop has left Under Armour’s 1 year total shareholder return down sharply and the longer term picture is similarly negative. This suggests momentum is still fading as investors reassess execution risk and brand strength against modest growth. If...

AXIS Capital Holdings (AXS) has quietly built a strong track record, with shares up about 10% over the past year and more than doubling over five years, outpacing many insurance peers. See our latest analysis for AXIS Capital Holdings. More recently, the share price has cooled off a bit, with a 7 day share price return of minus 4.27 percent. However, that sits against a three year total shareholder return north of 80 percent, suggesting longer term momentum is still very much intact. If AXIS...

MSCI (MSCI) has quietly slipped about 8% over the past month and nearly 12% over the past year, even as its long term track record and double digit earnings growth remain intact. See our latest analysis for MSCI. That slide lines up with a softer 1 year total shareholder return of around negative 12%, suggesting momentum has cooled for now, even though the 5 year total return near 34% still reflects a solid long term compounding story. If MSCI’s recent pullback has you rethinking your...