U.S. REITS Stock News

NYSE:AME
NYSE:AMEElectrical

A Look At AMETEK (AME) Valuation After Strong Earnings And Confident 2026 Guidance

Why AMETEK’s latest earnings and guidance matter for investors AMETEK (AME) drew fresh attention after reporting higher fourth quarter and full year 2025 revenue and earnings, alongside new 2026 guidance that outlines its sales outlook and an earnings range. See our latest analysis for AMETEK. Those results and the 2026 outlook have come alongside a solid run in the shares, with a 30 day share price return of 10.10% and a 1 year total shareholder return of 25.54%. This suggests that momentum...
NasdaqGS:PI
NasdaqGS:PISemiconductor

A Look At Impinj (PI) Valuation After Guidance Cut And Sharp Post Earnings Share Price Drop

Impinj (PI) shares came under pressure after Q4 2025 results and first quarter 2026 guidance, as management projected softer revenue and a wider GAAP net loss amid inventory and demand headwinds. See our latest analysis for Impinj. The weak Q1 2026 guidance and commentary on inventory reductions appear to have sharply shifted sentiment, with a 1 day share price return of negative 24.57% and a 30 day share price return of negative 44.52%, even though the 5 year total shareholder return of...
NYSE:AGCO
NYSE:AGCOMachinery

AGCO (AGCO) Is Up 15.6% After Profit Rebound And 2026 Outlook With New Tractor Innovations

In early February 2026, AGCO Corporation reported fourth-quarter 2025 results with quarterly sales of US$2,920.2 million, a return to net profitability, and full-year 2025 sales of US$10,082 million alongside earnings per share from continuing operations of US$9.75. The company also issued 2026 guidance targeting net sales of US$10.4 billion to US$10.7 billion and earnings per share of about US$5.50 to US$6.00, while showcasing new Fendt and Massey Ferguson innovations such as the Fendt e100...
NYSE:CDE
NYSE:CDEMetals and Mining

A Look At Coeur Mining (CDE) Valuation After Share Authorization Increase And Recent Price Momentum

Coeur Mining (CDE) drew fresh attention after stockholders approved an amendment to increase authorized common shares from 900,000,000 to 1,300,000,000, a move that can influence future financing flexibility and ownership dilution. See our latest analysis for Coeur Mining. The authorized share increase comes after a sharp 12.19% 1-day share price return to US$21.44 and follows a 40.96% 90-day share price return and very large 1-year total shareholder return, suggesting momentum has been...
NYSE:CNX
NYSE:CNXOil and Gas

CNX Resources (CNX) Is Up 7.8% After Strong Q4 Profit And Bigger Buyback Plan - What's Changed

CNX Resources reported past fourth-quarter 2025 results showing total production volumes of 152.3 Bcfe, average daily production of 1,654.8 MMcfe, revenue of US$610.48 million, and net income of US$196.25 million, alongside increased 2026 production guidance and a larger US$4.45 billion share buyback authorization. The combination of higher volumes, a swing from loss to profit, and a very large expansion of the repurchase program highlights management’s confidence in cash generation and...
NYSE:BF.B
NYSE:BF.BBeverage

Assessing Brown‑Forman (BF.B) Valuation After Limited‑Edition King Of Kentucky Release

Limited-edition King of Kentucky release puts Brown-Forman (BF.B) in focus Brown-Forman (BF.B) is drawing fresh attention after announcing the 2026 King of Kentucky Small Batch release, a three batch collection tied to the 250th anniversaries of the United States and early Kentucky. See our latest analysis for Brown-Forman. The 8.59% 7 day and 13.44% 30 day share price returns suggest momentum has picked up recently. However, the 1 year, 3 year and 5 year total shareholder returns of 2.64%,...
NasdaqGS:AZTA
NasdaqGS:AZTALife Sciences

A Look At Azenta (AZTA) Valuation After Wider Quarterly Loss And Reaffirmed Growth Guidance

Why Azenta’s reiterated outlook and quarterly loss matter for investors Azenta (AZTA) shares reacted to a fresh mix of signals after the company paired slightly higher quarterly revenue with a wider net loss, while reiterating full year 2026 guidance for 3% to 5% organic revenue growth. See our latest analysis for Azenta. At a share price of $28.72, Azenta has seen a 3.12% 1 day share price return but a 24.26% 30 day share price decline. The 1 year total shareholder return of 39.55% and 5...
NYSE:WLK
NYSE:WLKChemicals

A Look At Westlake (WLK) Valuation After Mixed Analyst Calls And Mizuho Downgrade

Why recent analyst moves matter for Westlake stock Mizuho’s decision to shift Westlake (WLK) from an Outperform rating to Neutral, while other firms keep buy calls in place, has put fresh attention on what current prices already reflect. See our latest analysis for Westlake. The recent analyst debate comes on the heels of strong short term momentum, with a 4.08% 1 day share price return and a 51.19% 90 day share price return, contrasting with a 1 year total shareholder return decline of...
NasdaqGM:NMIH
NasdaqGM:NMIHDiversified Financial

A Look At NMI Holdings (NMIH) Valuation As Earnings Approach And Investor Interest Builds

Why NMI Holdings Is Back in Focus Ahead of Earnings NMI Holdings (NMIH) is drawing fresh attention as it prepares to report earnings on Tuesday after the close, with recent commentary highlighting its insured portfolio growth, expense discipline and capital return plans. See our latest analysis for NMI Holdings. At a share price of $41.05, NMI Holdings has seen an 8.8% 90 day share price return and a 12.53% 1 year total shareholder return. This indicates recent momentum as investors consider...
NasdaqGS:WERN
NasdaqGS:WERNTransportation

Werner Enterprises (WERN) Valuation Check After Quarterly Loss And Freight Market Weakness

Werner Enterprises (WERN) stock is in focus after the company reported a quarterly loss, missed revenue and earnings expectations, and highlighted pressure from a soft freight market and higher operating costs. See our latest analysis for Werner Enterprises. The weak quarter triggered an 8.21% one day share price decline and a 4.45% seven day share price return, although the 90 day share price return of 40.05% and 1 year total shareholder return of 2.61% point to momentum that has cooled...
NYSE:EQH
NYSE:EQHDiversified Financial

Did Earnings Weakness and a Capital-Freeing Reinsurance Deal Just Shift Equitable Holdings' (EQH) Investment Narrative?

Equitable Holdings reported fourth-quarter 2025 results with revenue of US$3,277 million and net income of US$215 million, while full-year 2025 revenue slipped to US$11,665 million and the company moved to a net loss of US$1,380 million versus a profit a year earlier. Alongside weaker earnings, Equitable completed a major life reinsurance deal that freed US$2 billion of capital, supported US$2,878.9 million of share buybacks, and helped lift assets under management and administration to...
NasdaqGS:HOOD
NasdaqGS:HOODCapital Markets

Assessing Robinhood Markets (HOOD) Valuation After Recent Volatility And Strong Profitability Context

Recent share performance and business snapshot Robinhood Markets (HOOD) has seen its share price move in different directions over recent periods, with a 14% gain in the past day, offset by declines of 17% over the week and around 28% over the month. Over the past 3 months, the stock has recorded a return of about a 39% decline, while year to date it is down roughly 28%. Looking further back, the reported 1-year total return is about 48%, and the 3-year total return is a very large 7x...
NYSE:NUE
NYSE:NUEMetals and Mining

Nucor (NUE) Is Up 6.6% After Earnings Beat And Strong 2026 Outlook Has The Bull Case Changed?

Nucor Corporation has reported its fourth-quarter and full-year 2025 results, with annual sales rising to US$32.49 billion while net income eased to US$1.74 billion, and quarterly earnings improving year over year. Alongside completing a multiyear US$3.59 billion share repurchase program, Nucor issued guidance pointing to higher first-quarter 2026 earnings across all three operating segments. We’ll now examine how Nucor’s expectation of higher first-quarter 2026 earnings across all segments...
NasdaqGS:RVMD
NasdaqGS:RVMDBiotechs

First-in-Human RMC-5127 Trial Could Be A Game Changer For Revolution Medicines (RVMD)

Revolution Medicines recently dosed the first patient in its first-in-human trial of RMC-5127, an open-label study assessing safety, tolerability, pharmacokinetics and early antitumor activity in RAS G12V-mutated solid tumors that have progressed after standard therapies. This marks a key pipeline milestone targeting RAS G12V, the second most common driver of RAS-addicted cancers in the US, affecting roughly 48,000 patients annually. We will now examine how initiating first-in-human testing...
NasdaqCM:DVLT
NasdaqCM:DVLTSemiconductor

Datavault AI TV Push Highlights Enterprise AI Story And Investor Questions

Datavault AI (NasdaqCM:DVLT) is appearing as a TV commercial sponsor on a prominent international business program airing on Bloomberg Television. The sponsorship highlights the company’s enterprise AI and digital infrastructure offerings focused on secure data monetization. The campaign is aimed at audiences across key regions including the US, MENA, and Latin America. For investors, this TV presence puts a spotlight on how Datavault AI positions its enterprise AI and data infrastructure...
NasdaqGS:KMB
NasdaqGS:KMBHousehold Products

Kimberly-Clark (KMB) Valuation Check After Higher Dividend Earnings Guidance And Ongoing Buybacks

Why Kimberly-Clark Stock Is Back in Focus Kimberly-Clark (KMB) just packed several updates into one day, including a higher quarterly dividend, fresh 2025 results, new 2026 earnings guidance, and confirmation of ongoing share buybacks. See our latest analysis for Kimberly-Clark. These updates come after a stronger recent run in the share price, with a 7 day share price return of 4.85% and 30 day share price return of 6.55%. However, the 1 year total shareholder return is down 17.37%, so short...
NYSE:KEYS
NYSE:KEYSElectronic

Did Keysight’s (KEYS) AI Data Center and Wireless Validation Push Just Shift Its Investment Narrative?

In recent weeks, Keysight Technologies has rolled out an automated Wireless Coexistence Test Solution, deepened its collaboration with Point2 Technology on validating next‑generation multi‑terabit AI data center interconnects, and outlined comprehensive end‑to‑end AI system design and high‑speed interface demos it showcased at DesignCon 2026. Together, these moves highlight Keysight’s role as an enabling backbone for high‑reliability wireless devices and emerging AI infrastructure, where...
NasdaqGS:RBBN
NasdaqGS:RBBNCommunications

A Look At Ribbon Communications (RBBN) Valuation After 2025 Results And 2026 Revenue Guidance

Why Ribbon Communications is back on investor radar Ribbon Communications (RBBN) has drawn attention after reporting fourth quarter and full year 2025 results alongside fresh 2026 revenue guidance, giving investors updated numbers on profitability and the coming year. The company reported fourth quarter 2025 revenue of US$227.32 million compared with US$251.36 million a year earlier, while net income moved to US$89.07 million from US$6.36 million. Full year revenue was US$844.56 million...
NYSE:TWO
NYSE:TWOMortgage REITs

A Look At Two Harbors Investment (TWO) Valuation After Its Sharp Profitability Reversal

Two Harbors Investment earnings reset draws investor focus Two Harbors Investment (TWO) has come under fresh scrutiny after reporting fourth quarter net income of US$11.72 million and a full year net loss of US$454.3 million, marking a sharp reversal in profitability. See our latest analysis for Two Harbors Investment. The latest results appear to have shifted sentiment, with the share price down 7.54% on the day of the announcement and a 9.73% 30 day share price return. This is in contrast...
NYSE:RRX
NYSE:RRXElectrical

Assessing Regal Rexnord’s Valuation After Earnings Spark Strong Backlog And Margin Momentum

Earnings event puts Regal Rexnord in focus Regal Rexnord (RRX) is back on investors’ radar after its latest quarterly earnings, where higher adjusted earnings, net income, and operating margins coincided with strong demand in data center, automation, and aerospace markets. See our latest analysis for Regal Rexnord. The earnings news has gone hand in hand with a sharp re-rating in the share price, with a 1-day share price return of 5.9%, a 30-day share price return of 38.8%, and a 1-year total...
NYSE:BHC
NYSE:BHCPharmaceuticals

Reassessing Bausch Health Companies (BHC) Valuation After Recent Share Price Swings

Recent share performance and why Bausch Health Companies (BHC) is on investors’ radar Bausch Health Companies (BHC) has drawn attention after recent trading, with the share price at $5.88 and mixed return figures over the past week, month, and past 3 months prompting fresh questions about its valuation. See our latest analysis for Bausch Health Companies. That 2.62% 1 day share price return and 2.08% 7 day share price return sit against a weaker backdrop, with a 30 day share price return of a...
NYSE:ASH
NYSE:ASHChemicals

Is Ashland’s Q1 Results, Buybacks And New Partnership Altering The Investment Case For Ashland (ASH)?

Ashland Inc. recently reported first-quarter 2026 results, with sales of US$386 million versus US$405 million a year earlier and a net loss of US$12 million compared with US$165 million, while also completing a US$480.07 million share repurchase program begun in June 2023. In parallel, Univar Solutions B.V. announced an exclusive EMEA food and beverage distribution partnership for Ashland’s cellulose ethers, and Ashland issued full-year 2026 sales guidance of US$1.84 billion to US$1.91...