U.S. REITS Stock News

NasdaqGS:TLRY
NasdaqGS:TLRYPharmaceuticals

Tilray Carlsberg Deal Puts New Focus On U.S. Beer Growth

Tilray Brands has entered an exclusive multi year licensing deal with Carlsberg Group to produce, market, sell, and distribute Carlsberg, Carlsberg Elephant, and Kronenbourg 1664 beers in the U.S. The agreement covers all U.S. sales channels and is set to begin in January 2027. The move adds a new beer portfolio to Tilray's growing alcohol and lifestyle business. Ticker NasdaqGS:TLRY last closed at $7.83, with the share price showing a 3.3% gain over the past week but a 10.3% decline over...
NYSE:EME
NYSE:EMEConstruction

A Look At EMCOR Group (EME) Valuation After Strong Multi Year Shareholder Returns

Why EMCOR Group (EME) Is On Investors’ Radar Today EMCOR Group (EME) has attracted fresh attention after recent trading left the shares around $801.80, prompting investors to reassess the company’s fundamentals, recent returns, and valuation signals. See our latest analysis for EMCOR Group. While EMCOR Group’s share price eased slightly in the latest session, its 30-day share price return of 11.94% and year-to-date gain of 25.55% sit alongside a very large 5-year total shareholder return of...
NasdaqGM:MVIS
NasdaqGM:MVISElectronic

Should MicroVision’s New Secured Convertible Notes and Refinancing Strategy Require Action From MicroVision (MVIS) Investors?

In February 2026, MicroVision announced a series of senior secured zero-coupon convertible notes totaling US$43.0 million, including an exchange offer and new issuance of notes due March 1, 2028, alongside a business update and fireside chat on its lidar strategy. This refinancing shifts near-term repayment obligations and may give MicroVision more flexibility to pursue integration of recent lidar acquisitions and its broader technology roadmap. Next, we’ll examine how MicroVision’s new...
NasdaqGS:ADP
NasdaqGS:ADPProfessional Services

A Look At Automatic Data Processing’s Valuation After Solid Q2 2026 Results And NER Pulse Job Gains

Automatic Data Processing (ADP) drew fresh attention after reporting fiscal Q2 2026 results that management described as solid, alongside NER Pulse data showing four straight weeks of strengthening U.S. private job gains. See our latest analysis for Automatic Data Processing. The solid Q2 update and ongoing NER Pulse job gains arrived after a 17.0% 30 day share price decline and a 29.7% one year total shareholder return drop, leaving longer term total shareholder return over five years at...
NasdaqGM:NTLA
NasdaqGM:NTLABiotechs

A Look At Intellia Therapeutics (NTLA) Valuation After Earnings Beat Trial Progress And FDA Hold Lift

Intellia Therapeutics (NTLA) is in focus after a busy stretch, with Q4 2025 results exceeding earnings and revenue expectations, encouraging hereditary angioedema trial data, and an FDA clinical hold lifted on its partnered gene editing drug. See our latest analysis for Intellia Therapeutics. At a share price of $13.42, Intellia has seen a 49.28% 90 day share price return and a 45.71% year to date share price return. However, the 3 year total shareholder return of a 69.49% decline shows that...
NYSE:MOH
NYSE:MOHHealthcare

A Look At Molina Healthcare (MOH) Valuation After Mixed Q4 Results Downgrades And Legal Scrutiny

Molina Healthcare (MOH) is back in focus after mixed fourth quarter results, earnings that missed expectations, multiple analyst downgrades, and a new shareholder law firm investigation into medical cost disclosures and growth assumptions. See our latest analysis for Molina Healthcare. That mixed fourth quarter and the string of downgrades have been reflected in the price, with a 30 day share price return of 27.6% decline and a year to date share price return of 18.4% decline. The 1 year...
NasdaqGS:ADEA
NasdaqGS:ADEASoftware

Why Adeia (ADEA) Is Up 11.5% After Record 2025 Results And Microsoft Licensing Deal – And What's Next

Adeia Inc. recently reported fourth-quarter 2025 revenue of US$182.64 million and net income of US$73.71 million, delivering record full-year results and issuing 2026 GAAP revenue guidance of US$395.0 million to US$435.0 million alongside a quarterly dividend of US$0.05 per share. These results were supported by 26 new license agreements, including multi-year deals with companies such as Microsoft and Disney, as Adeia continues shifting its revenue mix toward OTT and semiconductor markets...
NasdaqGS:CHTR
NasdaqGS:CHTRMedia

Charter Resets Growth Story With New COO WiFi 7 And Rural Push

Charter Communications (NasdaqGS:CHTR) named Nick Jeffery as Chief Operating Officer, adding senior telecom leadership experience aimed at operational change. The company introduced its Invincible WiFi product, described as the industry’s first WiFi 7 service with integrated battery and 5G backup. Charter outlined a rural network buildout focused on fiber expansion to underserved areas. The company launched a pledge that highlights up to $1,000 in savings for new broadband and mobile...
NasdaqGS:AEIS
NasdaqGS:AEISElectronic

Advanced Energy Industries (AEIS) Is Up 5.3% After Q4 Beat And Insider Sale Filing Has The Bull Case Changed?

Earlier this week, Advanced Energy Industries reported fourth-quarter 2025 results that exceeded earnings and revenue expectations, while Executive Vice President and General Counsel Vonne Elizabeth Karpinski sold 964.001 shares of common stock on February 23, 2026 under a pre-arranged trading plan. The stronger-than-expected quarter, highlighted by robust performance in semiconductor-related demand, has sharpened investor focus on how Advanced Energy’s power solutions are positioned within...
NasdaqGS:ADPT
NasdaqGS:ADPTLife Sciences

Does Post‑Earnings Analyst Optimism Around clonoSEQ Adoption Change The Bull Case For Adaptive (ADPT)?

In recent days, Adaptive Biotechnologies received supportive research updates from TD Cowen, BTIG, and JPMorgan following the company’s strong Q4 results and improved outlook. Analysts emphasized growing community adoption of its clonoSEQ minimal residual disease testing and progress on new indications, underscoring Adaptive’s position within specialty laboratory diagnostics. Next, we’ll examine how this post‑earnings analyst optimism, particularly around clonoSEQ’s community adoption, may...
NYSE:TDY
NYSE:TDYElectronic

What Teledyne Technologies (TDY)'s Lepton XDS Dual-Spectrum Camera Launch Means For Shareholders

In February 2026, Teledyne FLIR OEM launched the Lepton XDS, an ITAR-free, dual-thermal-and-visible camera module that embeds its MSX edge-enhancement technology and Prism ISP software into a compact, low-power package for embedded, mobile, and industrial OEM applications. By combining radiometric thermal sensing, real-time thermal-visible fusion, and an industry-first RJPEG output in a SWaP-optimized module, Teledyne is pushing advanced imaging intelligence into space- and power-constrained...
NasdaqGM:PSNY
NasdaqGM:PSNYAuto

Polestar (PSNY) Is Up 20.4% After Unveiling Four-Model Expansion And Major Retail Buildout Plans

Earlier this month, Polestar announced its largest model expansion to date, planning four new vehicles by 2028, while targeting low double-digit volume growth in 2026 and a 30% expansion of its retail network. The company also highlighted meaningful progress on sustainability and technology, including emissions cuts per vehicle and the climate-focused Polestar 0 program, supported by a recent US$700,000,000 funding raise. We’ll now examine how this expanded four-model rollout and retail...
NYSE:PNC
NYSE:PNCBanks

Does PNC’s FirstBank Deal and Data‑Driven Expansion Strategy Reshape The Bull Case For PNC (PNC)?

Recently, PNC Financial Services Group announced the retirement of long-time executive Richard Bynum and promoted Stacy Juchno to chief corporate responsibility officer while elevating Mike Abriatis to general auditor and executive committee member, alongside unveiling new data products, community investments, lending deals and acquisition plans including an agreement to acquire FirstBank in Colorado and Arizona. Together with its new PNC Monthly Consumer Health Check and expanded affordable...
NYSE:PRU
NYSE:PRUInsurance

Is Prudential Financial (PRU) Pricing Look Attractive After Recent Share Price Weakness

If you are wondering whether Prudential Financial at around US$100.86 is offering fair value or a potential bargain, you are in the right place. The share price has seen a 3.3% decline over the last 7 days and a 7.5% decline over the last 30 days. The 3 year and 5 year returns of 17.3% and 43.5% give longer term holders a different picture compared with the 11.4% year to date and 5.1% 1 year declines. Recent coverage of Prudential Financial has focused on how investors interpret these mixed...
NYSE:ACM
NYSE:ACMConstruction

Is TomTom Traffic Data Access Quietly Redefining AECOM’s Digital Infrastructure Ambitions (ACM)?

Earlier in February, TomTom announced a global partnership with AECOM, giving AECOM access to TomTom’s real-time and historic traffic data products to enhance mobility planning, transport modelling, and traffic management for public and private clients worldwide. Alongside this partnership, AECOM’s upcoming presentations at Citi’s Global Industrial Tech & Mobility Conference and Barclays’ Industrial Select Conference highlight how data-driven, technology-enabled solutions are becoming more...
NYSE:BMY
NYSE:BMYPharmaceuticals

Is Bristol Myers Squibb (BMY) Pricing In Its 2024 Results And Product Pipeline Outlook?

If you are wondering whether Bristol-Myers Squibb is offering good value at today’s price, you are not alone. This article is built to help you frame that question clearly. The stock last closed at US$61.30, with returns of 2.6% over 7 days, 12.3% over 30 days, 14.7% year to date and 12.2% over 1 year, while the 3 year and 5 year figures are 1.3% and 23.1% respectively. Recent coverage has focused on Bristol-Myers Squibb’s position as a large established pharmaceutical group, with investors...
NYSE:EPRT
NYSE:EPRTREITs

Does Essential Properties’ US$350 Million Equity Raise Change The Bull Case For EPRT?

In February 2026, Essential Properties Realty Trust, Inc. completed a follow-on equity offering of approximately US$350,000,000, issuing 10,869,565 common shares at US$32.20 each, a US$1.288 discount to the offer price. This sizable equity raise increases the company’s capital pool but also adds to share count, making dilution and capital deployment efficiency key issues for investors to watch. Next, we’ll examine how this completed US$350,000,000 equity raise could influence Essential...
NYSE:SKT
NYSE:SKTRetail REITs

Tanger (SKT) Interest Coverage Concerns Challenge Bullish Earnings Narratives

Tanger FY 2025 Earnings Snapshot Tanger (SKT) has wrapped up FY 2025 with fourth quarter revenue of US$160.3 million and basic EPS of US$0.29, while trailing twelve month revenue sits at US$581.6 million and EPS at US$1.01. The company has seen revenue move from US$537.4 million to US$581.6 million over the last year, with EPS shifting from US$0.89 to US$1.01 on a trailing basis, giving investors a clear view of how the top line and per share earnings have tracked together. With net margins...
NYSE:SN
NYSE:SNConsumer Durables

A Look At SharkNinja (SN) Valuation After The Shark SilkiPro Straight Product Debut

Why the Shark SilkiPro Straight launch matters for SharkNinja stock SharkNinja (SN) has introduced the Shark SilkiPro Straight, a free-standing air straightener that uses Intelligent Ceramic Heat, RapidDry Technology, and HeatSense Ceramic Plates to target safer, faster styling for a wide range of hair types. The product sits within Shark Beauty’s For All Hair Kind platform. It uses interchangeable combs and salon inspired techniques to offer wet to dry straightening and varied styles in a...
NYSE:HL
NYSE:HLMetals and Mining

Abitibiwinni Talks Add New Risk To Hecla Casa Berardi Sale

Abitibiwinni First Nation has called on Hecla Mining (NYSE:HL) and Orezone Gold to hold good faith talks about respecting Aboriginal rights in the proposed sale of Hecla Quebec and the Casa Berardi Mine. The First Nation is seeking meaningful engagement on how the transaction could affect its rights and interests linked to the mine and surrounding territory. The request introduces an additional consideration for the timing, terms, and conditions of the planned sale process. Hecla Mining,...
NYSE:CCL
NYSE:CCLHospitality

The Bull Case For Carnival (CCL) Could Change Following New Tariffs And Mexico Itinerary Disruptions

Carnival Corporation recently rerouted multiple ships away from Puerto Vallarta and other affected Mexican areas following cartel-related violence and an expanded U.S. travel warning, while also facing new 15% global tariffs announced by the U.S. administration that increase uncertainty around its international cost base and operations. At the same time, Carnival has been rolling out new onboard offerings such as the Carnival Millions interactive lottery and fleet upgrades, highlighting how...
NYSE:CQP
NYSE:CQPOil and Gas

Assessing Cheniere Energy Partners (CQP) Valuation After Recent Trading And Mixed Performance Signals

Recent performance context for Cheniere Energy Partners (CQP) Cheniere Energy Partners (CQP) has attracted attention after recent trading, with the unit price at about $58.79 and a mix of short term declines and longer term gains across different performance periods. See our latest analysis for Cheniere Energy Partners. Recent trading has been slightly weaker, with a 1 day share price return of 1.19% and a 7 day return of 0.93%. The 3 month share price return of 9.60% sits against a 1 year...
NYSE:TMO
NYSE:TMOLife Sciences

Did Thermo Fisher’s (TMO) 10% Dividend Hike After Earnings Beat Just Reframe Its Capital Return Story?

Thermo Fisher Scientific Inc. recently announced that its Board approved a quarterly cash dividend of US$0.47 per share, payable on April 15, 2026, to shareholders of record on March 13, 2026, marking a 10% increase from the prior US$0.43 payout. This higher dividend, coming soon after a solid fourth-quarter earnings beat and cautious but stable 2026 growth guidance, underlines management’s confidence in the company’s cash generation while it invests in areas such as data collaborations to...
NYSE:FLR
NYSE:FLRConstruction

Fluor Refocuses Risk With NuScale Exit And Contract Shift

Fluor (NYSE:FLR) has decided to sell its majority stake in NuScale Power. The company is also shifting away from using fixed-price contracts in its project portfolio. Both moves are aimed at reducing business risk and adjusting its exposure to nuclear energy related work. Fluor is a large engineering, procurement, and construction company that works across energy, infrastructure, and government projects. Its involvement with NuScale Power linked it directly to small modular reactor...