U.S. REITS Stock News

NasdaqGS:ARWR
NasdaqGS:ARWRBiotechs

Arrowhead’s Expanded 2026 Conference Circuit and Phase 3 RNAi Pipeline Might Change The Case For Investing In Arrowhead Pharmaceuticals (ARWR)

Arrowhead Pharmaceuticals recently highlighted its participation in multiple March 2026 healthcare conferences, including TD Cowen, Leerink, Jefferies, and Barclays, featuring fireside chats and investor meetings with materials available via its investor relations website. Alongside this conference schedule, the company’s RNAi pipeline progress, including two Phase 3 candidates supported by major pharma collaborations, has drawn heightened analyst attention and optimism about its development...
NasdaqGS:PAGP
NasdaqGS:PAGPOil and Gas

A Look At Plains GP (PAGP) Valuation After 2025 Results And Crude Oil Midstream Refocus

Plains GP Holdings (PAGP) just reported its 2025 results, with Q4 adjusted EBITDA of $738 million and full year EBITDA of $2.833 billion, while outlining a shift toward a focused crude oil midstream business. See our latest analysis for Plains GP Holdings. The latest results and portfolio reshaping come after a strong run in the units, with a 30 day share price return of 8.05% and a 90 day share price return of 21.57%. The 5 year total shareholder return of 230.28% points to momentum that has...
NYSE:FND
NYSE:FNDSpecialty Retail

A Look At Floor & Decor (FND) Valuation After New Store Openings And 2026 Expansion Guidance

Floor & Decor Holdings (FND) is back on investors’ radar after opening new warehouse-format stores and design centers in Fayetteville, Vacaville, and Staten Island, extending its footprint and community presence. See our latest analysis for Floor & Decor Holdings. The recent store openings and 2026 guidance have arrived during a mixed period for investors, with the 90 day share price return of 8.6% and year to date share price return of 9.72% contrasting with a 1 year total shareholder return...
NasdaqGS:HLNE
NasdaqGS:HLNECapital Markets

Did Hamilton Lane’s US$500 Million VFN Fiber Bet Just Shift Its Private Markets Narrative (HLNE)?

Hamilton Lane recently led a US$500 million growth equity investment in VFN Holdings to expand its U.S. fiber network capabilities and support mergers and acquisitions, with Hamilton Lane executives joining VFN’s board to provide guidance. This move highlights Hamilton Lane’s focus on private equity and growth capital in infrastructure-like, innovation-oriented sectors that could reshape digital connectivity in the United States. We’ll now examine how leading this sizeable VFN Holdings...
NYSE:AGX
NYSE:AGXConstruction

How Investors May Respond To Argan (AGX) Winning Two Texas Power Plant Deals Tied To AI Demand

Argan, Inc. recently announced two major contract wins in Texas to build a 1,350 megawatt combined-cycle power plant and an 860 megawatt natural gas-fired power plant aimed at serving electricity demand from AI-focused data centers. These wins underscore how Argan’s engineering and construction expertise is becoming increasingly relevant as power infrastructure expands to support energy-hungry AI data centers. Next, we’ll explore how these new Texas power plant contracts could reshape...
NasdaqGS:VIR
NasdaqGS:VIRBiotechs

Why Vir Biotechnology (VIR) Is Up 20.2% After Astellas Deal And $150 Million Equity Raise

In recent days, Vir Biotechnology announced a global collaboration with Astellas Pharma to co-develop and co-commercialize VIR-5500 for prostate cancer, alongside completing a US$150,000,002 follow-on equity offering of 17,647,059 common shares at US$8.50 each. This combination of a large upfront and near-term payment package from Astellas and fresh equity capital materially reshapes Vir’s funding profile and partnership mix. We’ll now examine how this Astellas collaboration and capital...
NYSE:WWW
NYSE:WWWLuxury

Wolverine World Wide (WWW) Earnings Nearly Double Challenging Cautious Margin Narratives

Wolverine World Wide (WWW) has rounded out FY 2025 with fourth quarter revenue of US$517.5 million and basic EPS of US$0.40, contributing to trailing 12 month revenue of US$1.9 billion and basic EPS of US$1.17. Over the past six reported quarters, the company has seen quarterly revenue range from US$412.3 million to US$517.5 million while basic EPS has moved between US$0.13 and US$0.40. These figures feed into trailing 12 month net income of US$95.8 million and a reported 99.6% earnings gain...
NYSE:BETA
NYSE:BETAAerospace & Defense

Dean Kamen Exit Puts Spotlight On BETA Governance And Valuation

Dean Kamen has resigned from BETA Technologies’ (NYSE:BETA) Board of Directors following questions about his past associations. Kamen stepped down to avoid potential distractions for the company as scrutiny of his previous dealings with Jeffrey Epstein increased. The resignation draws attention to BETA Technologies’ board composition and broader governance practices at a time when investors are closely watching leadership and oversight. BETA Technologies, traded as NYSE:BETA, focuses on...
NYSE:MP
NYSE:MPMetals and Mining

MP Materials (MP) Is Up 6.4% After $1.25 Billion 10X Magnet Campus Commitment - What's Changed

MP Materials has reported fourth-quarter 2025 sales of US$52.69 million and net income of US$9.43 million, while simultaneously committing more than US$1.25 billion to build its 10X rare earth magnet manufacturing campus on a 120-acre site in Northlake, Texas, backed by roughly US$200 million in long-term state and local incentives. The 10X project, underpinned by a 10-year Pentagon offtake commitment and reinforced by MP’s fully integrated mining-to-magnet platform and recycling loops, is...
NasdaqGS:SFM
NasdaqGS:SFMConsumer Retailing

Sprouts Farmers Market (SFM) Is Up 11.6% After New Buyback, Expansion Plans, Leadership Hires - What's Changed

Sprouts Farmers Market recently reported fourth-quarter 2025 results showing higher sales and earnings year over year, issued cautious 2026 guidance, approved a new US$1.00 billion share repurchase program, outlined plans to open more than 40 new stores in 2026, and named Don Clark as chief merchandising officer and Amanda “Mandy” Rassi as chief customer officer. The combination of leadership changes focused on merchandising and customer engagement, together with aggressive store expansion...
NYSE:CPK
NYSE:CPKGas Utilities

Chesapeake Utilities (CPK) Earnings Growth Outpaces Modest Revenue Trends Reinforcing Profitability Narrative

Chesapeake Utilities (CPK) has wrapped up FY 2025 with fourth quarter revenue of US$258.9 million and basic EPS of US$1.94, alongside full year trailing twelve month revenue of US$930 million and EPS of US$6.00. Over recent periods, the company has seen quarterly revenue move from US$215.0 million and EPS of US$1.60 in Q4 2024 to US$298.7 million and EPS of US$2.22 in Q1 2025, before landing at the latest Q4 2025 figures, with trailing net income reaching US$140.3 million. With earnings...
NasdaqGS:CARG
NasdaqGS:CARGInteractive Media and Services

Assessing CarGurus (CARG) Valuation After Strong 2025 Results Guidance And Buybacks

CarGurus (CARG) is back in focus after reporting Q4 and full year 2025 results, issuing 2026 revenue guidance, and outlining fresh share repurchase activity that together give investors new information to assess the stock. See our latest analysis for CarGurus. Despite the fresh earnings, guidance and new buyback authorization, recent share price performance has been soft, with a 30 day share price return of 8.08% and a year to date share price return of 18.41%. At the same time, the 3 year...
NYSE:VIPS
NYSE:VIPSMultiline Retail

Vipshop Holdings NYSE VIPS Margin Dip To 6.8% Tests Bullish Earnings Narratives

Vipshop Holdings (NYSE:VIPS) closed out FY 2025 with fourth quarter revenue of C¥32.5b and basic EPS of C¥5.29, while trailing 12 month revenue stood at C¥105.9b and EPS at C¥14.47. Over the last six reported quarters, the company has seen quarterly revenue range from C¥20.7b to C¥33.2b alongside basic EPS between C¥2.00 and C¥5.29. This gives you a clear view of how top line scale and per share profitability have moved together into this latest print. Taken together with a net margin last...
NasdaqGS:CHRW
NasdaqGS:CHRWLogistics

C.H. Robinson’s Lean AI Shift Tests Rich Valuation And Growth Hopes

C.H. Robinson Worldwide (NasdaqGS:CHRW) is rolling out its Lean AI program, aiming to reshape its core freight brokerage and logistics workflows. The company is selling non core assets and sharpening its focus on AI powered logistics tools and digital platforms. C.H. Robinson is also building out cross border capabilities to align with nearshoring trends and evolving customer supply chain needs. C.H. Robinson enters this phase of change with its shares at $185.18 and recent returns that...
NasdaqGS:SBLK
NasdaqGS:SBLKShipping

Is It Too Late To Consider Star Bulk Carriers (SBLK) After A 71% One-Year Rally?

If you are wondering whether Star Bulk Carriers is still reasonably priced after its recent run, you are not alone. This article is here to unpack that question clearly. The stock last closed at US$26.29, with returns of 4.2% over 7 days, 16.1% over 30 days, 35.7% year to date and 71.1% over 1 year, which naturally raises questions about how much value is already reflected in the price. Recent coverage has focused on Star Bulk Carriers as a way for investors to get exposure to the dry bulk...
NasdaqGS:TILE
NasdaqGS:TILECommercial Services

Is Interface (TILE) Still Attractive After A 235% Three Year Share Price Surge

If you are wondering whether Interface at around US$31.64 still offers value after a strong run, you are not alone. This article will focus on what the numbers say about its current price tag. The share price has pulled back about 3.7% over the last week, while the 1 year return sits at 61.7% and the 3 year return is a very large 235.1%. This naturally raises questions about how much upside or risk is now priced in. Recent coverage of Interface has focused on its position in commercial...
NasdaqGS:AAL
NasdaqGS:AALAirlines

Is American Airlines Group (AAL) Attractively Priced After Recent Sector Reassessment?

If you are wondering whether American Airlines Group's share price still reflects its true worth, you are not alone, many investors are asking the same question right now. The stock last closed at US$13.94, with a 4.4% return over the past 7 days and 2.9% over the last 30 days, set against a year-to-date return of a 9.9% decline and a 4.1% decline over the past year. Recent coverage around American Airlines Group has focused on its position within the broader U.S. airline sector and how...
NYSE:FIG
NYSE:FIGSoftware

Figma Readies AI Usage Pricing As Investors Weigh Valuation And Losses

Figma (NYSE:FIG) plans to introduce AI usage based pricing in March, shifting customers to a model that charges for AI credits. The company is preparing to sell AI credits as a new revenue stream tied directly to how actively customers use its AI tools. Recent insider share purchases and increased exposure from Ark Invest highlight growing interest around this business model change. Figma, trading at $29.39, is moving into AI monetization at a time when investors are watching how software...
NasdaqGS:UPBD
NasdaqGS:UPBDSpecialty Retail

Upbound Group (UPBD) Is Down 5.8% After Flat 2026 Revenue Guide and Brigit Integration Update

Upbound Group, Inc. reported past fourth-quarter 2025 revenue of US$1,196.45 million and full-year revenue of US$4.70 billion, alongside lower net income and earnings per share compared with the prior year, and issued consolidated 2026 revenue guidance of US$4.70 billion to US$4.95 billion. The company is layering new initiatives, including integrating its Brigit acquisition and expanding Acima-driven financial solutions, onto this earnings backdrop and outlook, highlighting a focus on...
NYSE:TUYA
NYSE:TUYASoftware

Is Tuya’s (TUYA) Earnings Preview Quietly Reframing Its Long-Term Profitability Narrative?

Tuya recently announced it will release its quarterly earnings on March 2, 2026, with analysts expecting earnings per share of US$0.03. Investor attention is centering on whether Tuya’s earnings update will align with its track record of revenue growth and solid profitability metrics. We’ll now examine how anticipation around Tuya potentially outperforming current EPS expectations could influence the company’s broader investment narrative. Capitalize on the AI infrastructure supercycle with...
NYSE:ORI
NYSE:ORIInsurance

Does Old Republic’s Higher 2026 Dividend Payout Signal a Shift in Capital Priorities for ORI?

Old Republic International Corporation recently declared a regular quarterly cash dividend of US$0.315 per share, payable on March 19, 2026 to shareholders of record on March 9, 2026. This raises the full-year cash dividend to US$1.26 per share, an 8.6% increase over 2025 that underlines management’s confidence in the company’s cash generation. Next, we’ll examine how this higher regular dividend, following a steady earnings report, affects Old Republic International’s investment...
NasdaqGS:SNDK
NasdaqGS:SNDKTech

Sandisk Ties High Bandwidth Flash Push To AI And Valuation Story

Sandisk (NasdaqGS:SNDK) and SK hynix have launched a global standardization push for next generation High Bandwidth Flash, or HBF, memory technology. The effort focuses on creating a shared framework for HBF aimed at AI inference workloads across data centers and other AI driven infrastructure. The initiative targets a new memory layer that seeks to combine high performance and high capacity while addressing power efficiency constraints. For you as an investor, this move sits at the...
NYSE:REXR
NYSE:REXRIndustrial REITs

Is Rexford Industrial Realty (REXR) Fairly Priced After Recent Share Price Weakness

If you are wondering whether Rexford Industrial Realty is attractively priced today, the key question is how its current share price lines up with its underlying fundamentals. The stock last closed at US$37.88, with returns of 2.0% over the past week, a 3.9% decline over the past month, and a 2.9% decline both year to date and over the past year, while the three and five year returns sit at 30.3% and 5.8% declines respectively. Recent attention on Rexford Industrial Realty has centered on...
NYSE:KEY
NYSE:KEYBanks

Is KeyCorp (KEY) Pricing Reflect Recent Regional Bank Sector Uncertainty Accurately

If you are wondering whether KeyCorp's current share price reflects its underlying value, you are not alone. This article is built to help you make sense of that question in a clear, practical way. Over recent periods, the stock has shown mixed returns: about 0.3% over the last week, 1.9% over the past month, 4.2% year to date, 34.9% over 1 year, 42.4% over 3 years and 36.1% over 5 years. These figures may lead some investors to reassess both its potential and its risks. Recent news around...