U.S. REITS Stock News

The U.S. government has launched Project Vault, which includes building a strategic uranium reserve and new federal spending on critical minerals. Centrus Energy (NYSE:LEU), a supplier of enriched uranium and producer of HALEU, is positioned to participate in these initiatives. Project Vault is expected to influence demand patterns across the nuclear fuel supply chain as policies are implemented. Centrus Energy, trading at $242.09, has seen its share price move sharply over the past year,...

AI driven software sell off hits PagerDuty A sector wide pullback in software tied to concerns about artificial intelligence has hit PagerDuty (PD), with institutional investors rotating away from traditional SaaS names and the stock recently dropping 12.1% in a single session. PagerDuty is now down 28.3% this year, with shares trading near US$7.90. This move has sharply reset expectations around the company and put renewed focus on its role in modern digital operations. See our latest...

Micron Technology, NasdaqGS:MU, has announced a $24b expansion of its advanced wafer fabrication capacity in Singapore. The company plans to phase out its Crucial consumer memory brand and concentrate on high bandwidth memory, HBM, for AI applications. The new facilities will integrate advanced packaging and co located R&D aimed at supporting AI focused memory products. Micron shares most recently traded at $382.89, with the stock up 21.4% year to date and 11.5% over the past month, despite...

Standex International Corporation recently reported higher second-quarter fiscal 2026 sales of US$221.32 million and increased net income, reaffirmed its full-year 2026 revenue growth outlook of over US$110 million, completed a multi-year US$76.42 million share repurchase program, and announced a 6.3% higher quarterly dividend of US$0.34 per share. The company is emphasizing growth in fast-growth end markets such as aerospace, defense, and Grid, while investing in new capacity across...

SS&C Technologies Holdings, Inc. has reported its fourth-quarter 2025 results, with revenue rising to US$1,653.5 million while net income and earnings per share from continuing operations declined versus the prior year, alongside fresh client wins with Allspring Global Investments, Saltus and Rareview Capital across transfer agency and wealth/ETF platforms. The combination of stronger top-line performance and expanded long-term client relationships highlights how SS&C is deepening its role...

If you are wondering whether GE Vernova’s share price still reflects fair value after its recent run, this article walks through what the numbers are actually saying about the stock. The shares last closed at US$737.53, with returns of 2.8% over the past week, 7.5% over the past month, 8.5% year to date, and 97.2% over the past year, which has naturally raised questions about how much future upside or risk is already priced in. Recent coverage has focused on GE Vernova’s role within the...

Recent performance snapshot for Cleveland-Cliffs (CLF) Cleveland-Cliffs (CLF) has recently drawn investor attention after a 4.7% one day share price decline, paired with mixed short term performance that contrasts with gains over the past month and past 3 months. See our latest analysis for Cleveland-Cliffs. At a latest share price of US$13.85, Cleveland-Cliffs’ recent 4.7% one-day share price decline sits against a 90-day share price return of 32.79% and a 1-year total shareholder return of...

Procter & Gamble (PG) is back in focus after Q2 results, fresh product launches such as Old Spice’s Spice Alchemist collection, and heavy brand promotion around Super Bowl LX and the Milano Cortina 2026 Games. See our latest analysis for Procter & Gamble. The recent marketing push around Super Bowl LX and Milano Cortina 2026 lines up with a strong run in the shares, with a 30 day share price return of 13.37% and an 11.86% year to date share price gain. The 1 year total shareholder return of a...

Why the ResQ215B trial matters for ImmunityBio (IBRX) ImmunityBio (IBRX) has kicked off the ResQ215B Phase 2 trial, testing a chemotherapy free, lymphodepletion free outpatient immunotherapy regimen for patients with indolent B cell non Hodgkin lymphoma, including Waldenström’s Macroglobulinemia. The study combines CD19 targeted high affinity NK cell therapy, ANKTIVA, and rituximab, building on earlier Phase 1 data in which a small Waldenström’s cohort achieved 100% disease control without...

VICI Properties (VICI) is back under the spotlight after a series of analyst downgrades and lowered rating outlooks, just as the company heads into its full year 2025 results announcement. See our latest analysis for VICI Properties. Despite the recent downgrades, VICI's 7 day share price return of 2.24% and 30 day gain of 3.20% contrast with a 90 day decline of 5.27%. A 5 year total shareholder return of 37.92% sits against a much flatter 1 year outcome of 0.97%, suggesting longer term...

CVS Pharmacy has been dropped from the Horizon NJ Health Medicaid pharmacy network after a pricing dispute, affecting close to 1 million Medicaid and NJ Family Care members in New Jersey. The U.S. Department of Labor has proposed new transparency rules for Pharmacy Benefit Managers that would require clearer disclosure of compensation and pricing practices. These developments raise questions about medication access for vulnerable patients and potential business impacts for CVS Health’s...

What Primerica’s recent performance numbers tell you Primerica (PRI) has drawn attention after recent share price moves, with the stock showing a return of 0.8% over the past day, about 3.7% over the past week, and 4.1% over the past month. Over longer periods, Primerica’s reported total returns are 7.5% for the past 3 months, 5.0% year to date, and a 6.9% decline over the past year, alongside multi year total returns that are described as very large. See our latest analysis for Primerica. At...

Caterpillar Inc. reported fourth-quarter 2025 revenue of US$19,133 million and full-year revenue of US$67,589 million, alongside lower net income year over year, and issued 2026 guidance targeting sales and revenue growth near the top of its 5% to 7% long-term CAGR range. Recent announcements highlight Caterpillar’s growing role in powering AI data centers, including a 2 GW natural gas generator order for the Monarch Compute Campus and an all-time high backlog supported by power and energy...

Phibro Animal Health Q2 2026 earnings snapshot Phibro Animal Health (PAHC) just posted Q2 2026 results with revenue of US$373.9 million and basic EPS of US$0.68, while trailing twelve month figures stand at US$1.5 billion in revenue and basic EPS of US$2.27. The company has seen quarterly revenue move from US$309.3 million in Q2 2025 to US$373.9 million in Q2 2026, with basic EPS shifting from US$0.08 to US$0.68 over the same period. This sets up a scenario where investors may weigh these...

Luckin Coffee (OTCPK:LKNC.Y) is reportedly exploring outbound acquisitions, with potential interest in established foreign coffee brands such as Costa Coffee. This would mark a shift toward international expansion through acquisitions as Chinese consumer companies look abroad for growth. Any deal could affect competition both in China and overseas coffee markets, and contribute to a broader wave of cross border M&A by Chinese firms. Luckin Coffee shares recently closed at $36.71, with the...

Lantronix (LTRX) has just posted Q2 2026 results with revenue of about US$29.8 million and a basic EPS loss of roughly US$0.03, alongside trailing twelve month figures showing US$116.9 million in revenue and a basic EPS loss of about US$0.24. Over recent quarters the company has seen revenue move between US$28.5 million and US$34.4 million, while quarterly basic EPS has ranged from a loss of roughly US$0.10 to a loss of about US$0.03. This keeps the focus firmly on how efficiently each dollar...

Why BioLife Solutions stock is on investors’ radar BioLife Solutions (BLFS) has drawn fresh attention after refocusing on higher-margin cell-processing products and selling its evo Cold Chain business, a move that left the company with over US$125 million in cash. This shift, together with its role supplying tools for cell and gene therapies, is now central to how investors are thinking about BioLife Solutions, its risk profile, and its potential paths for capital deployment. See our latest...

Opera (OPRA) is back on investors’ radar after two developments: expanded support for Tether’s USDT and Tether Gold in its MiniPay wallet, and higher revenue guidance for both fourth quarter 2025 and full year 2025. See our latest analysis for Opera. Despite the upbeat MiniPay and revenue guidance news, Opera’s share price has been under pressure. The 30 day share price return is 19.58% and the year to date share price return is 17.15%, while the 1 year total shareholder return of 36.94%...

Moelis (MC) has rounded out FY 2025 with fourth quarter revenue of US$487.9 million and basic EPS of US$1.19, setting the tone for a year in which trailing 12 month revenue reached about US$1.5 billion and EPS came in at US$3.11. The company reported an increase in revenue from US$438.7 million and EPS of US$1.27 in Q4 2024 to US$487.9 million and EPS of US$1.19 in Q4 2025, while trailing 12 month EPS moved from US$1.93 to US$3.11 over the same period. This provides investors with a snapshot...

Why Liquidity Services stock is back in focus Liquidity Services (LQDT) is back on investors’ radars after reporting its first quarter results and issuing earnings guidance for the fiscal second quarter of 2026, giving the market fresh profit and EPS ranges to assess. See our latest analysis for Liquidity Services. The earnings release and fresh guidance appear to have kept interest in Liquidity Services elevated, with a 90 day share price return of 45.35% and a 3 year total shareholder...

Monarch Casino & Resort (MCRI) has just wrapped up FY 2025 with fourth quarter revenue of US$140.0 million and basic EPS of US$1.27, while trailing twelve month figures show revenue of US$545.1 million and EPS of US$5.55, set against earnings growth of 39.3% over the past year. Over recent periods the company has seen revenue move from US$134.5 million in Q4 2024 to US$140.0 million in Q4 2025, with quarterly EPS shifting from US$0.23 to US$1.27 and trailing net profit margin sitting at 18.6%...

Archer Aviation (ACHR) remains in focus after filing a motion on January 23, 2026, to dismiss Joby Aero's complaint, while investors watch progress on its Midnight eVTOL program and supporting infrastructure. See our latest analysis for Archer Aviation. At a latest share price of US$6.49, Archer Aviation has seen a 26.42% 1 month share price decline and a 29.07% 1 year total shareholder return decline, although the 3 year total shareholder return is up 144.91%. This suggests long term...

In early February 2026, AptarGroup, Inc. reported fourth-quarter earnings of US$1.13 per share, with adjusted earnings of US$1.25 per share on revenue of US$962.70 million, all exceeding analyst forecasts. The company also issued first-quarter 2026 earnings guidance of US$1.13 to US$1.21 per share, based on a 1.18 EUR-to-US$ exchange rate assumption, underscoring the importance of currency movements to its outlook. By pairing a better-than-expected quarter with earnings guidance that assumes...

Las Vegas Sands (LVS) just reported its Q4 2025 results, with revenue of US$3,649 million and net income of US$395 million. The stock sold off as investors focused on weaker Macau margins. See our latest analysis for Las Vegas Sands. At a share price of US$56.94, Las Vegas Sands has seen recent momentum cool, with a 30 day share price return of 10.72% and a 90 day share price return of 12.68%, even as the 1 year total shareholder return sits at 37.43%. Recent pressure has been tied to weaker...