U.S. REITS Stock News

NYSE:KO
NYSE:KOBeverage

Coca-Cola Balances Dividend Commitment With Leadership Changes And Portfolio Shifts

Coca-Cola (NYSE:KO) has announced a 64th consecutive annual dividend increase and elected a new vice president to lead investor relations. The company is preparing for a CEO transition to Henrique Braun while advancing sustainability efforts, including refranchising operations in several countries. Coca-Cola outlined a capital investment plan for 2026 and is temporarily pulling Topo Chico Mineral Water from the U.S. market during facility upgrades. The company is reshaping its hydration...
NYSE:RBA
NYSE:RBACommercial Services

Assessing RB Global (RBA) Valuation After Strong Earnings And An Upbeat 2026 Outlook

Earnings update and management outlook RB Global (RBA) recently reported its fourth quarter and full year 2025 results, highlighting strengthened margins, healthy cash flows, and continued investment in key initiatives, alongside a 2026 outlook that points to higher gross transaction value and adjusted EBITDA. See our latest analysis for RB Global. The latest earnings and 2026 outlook arrive after a mixed run in the shares, with a 30 day share price return of a 15.37% decline but a 3 year...
NasdaqGS:GRAB
NasdaqGS:GRABTransportation

Assessing Grab Holdings (GRAB) Valuation After Upbeat Earnings And Revenue Revisions

Why recent earnings revisions matter for Grab Holdings (GRAB) Recent analyst reports point to higher earnings and sales estimates for Grab Holdings (GRAB), with revenue growth expectations above 20% year over year, putting the stock in focus despite mixed trading and short interest signals. See our latest analysis for Grab Holdings. Despite upbeat earnings revisions, Grab Holdings' recent share price performance has been weak, with a 30 day share price return of a 10.23% decline and a 90 day...
NYSE:PSTG
NYSE:PSTGTech

How Everpure’s Strong Q4, Buybacks and AI Deal Will Impact Everpure (PSTG) Investors

Everpure Inc., formerly Pure Storage, has reported fourth-quarter revenue of US$1,058.9 million and net income of US$100.25 million, outlined full-year results, issued revenue guidance for fiscal 2027, completed a US$570.8 million share repurchase program, and confirmed a pending acquisition of data intelligence firm 1touch. Together with its rebrand and AI-focused 1touch acquisition, Everpure is signaling a shift from pure storage hardware toward a broader, software-rich data management and...
NasdaqGS:GH
NasdaqGS:GHHealthcare

Guardant Health (GH) Valuation Reassessed After Q4 Earnings, Shield Spend And Trade Tariff Uncertainty

Guardant Health (GH) is back in focus after its Q4 earnings update, fresh 2026 revenue guidance, and a new shelf registration, all arriving as trade related tariffs weigh on sentiment toward globally exposed healthcare names. See our latest analysis for Guardant Health. Despite a sharp 7 day share price return of 11.31% decline and a 30 day share price return of 16.97% decline that followed Q4 results, new 2026 guidance, the MetaSight acquisition and tariff headlines, Guardant Health still...
NasdaqGS:APLS
NasdaqGS:APLSBiotechs

Apellis Profitability And Trial Progress Raise Questions On Valuation Gap

Apellis Pharmaceuticals (NasdaqGS:APLS) reports its first full year of profitability for 2025 after prior years of losses. The company highlights contributions from the commercialization of EMPAVELI and SYFOVRE to this financial turnaround. Apellis initiates new pivotal trials in its pipeline and starts a Phase 2 clinical trial for geographic atrophy. The company receives a regulatory milestone payment following EMA approval of Aspaveli. Apellis focuses on therapies that target the...
NYSE:AMRC
NYSE:AMRCConstruction

Does Ameresco’s (AMRC) Landfill Solar Push Reveal a Durable Edge in Community-Scale Clean Energy?

In February 2026, Ameresco and Luminace reported the completion of the 5.740 MW Coventry Landfill Solar project in Rhode Island, while Ameresco also partnered with Bradford Exempted Village School District in Ohio on a 304 kW rooftop solar system backed by state grant funding. These projects highlight Ameresco’s ability to turn constrained landfill sites and public school rooftops into income-generating clean energy assets for local communities. Next, we’ll examine how Ameresco’s work...
NasdaqGS:SATS
NasdaqGS:SATSMedia

EchoStar Leans On Boost Mobile Galaxy S26 Push To Drive Growth

EchoStar’s Boost Mobile has opened preorders for Samsung’s Galaxy S26 lineup with savings of up to $1,000 without requiring a device trade in. The offers follow Boost Mobile’s recent rollout of the moto g 2026 series, extending a rapid push of new devices and promotions. The campaign aims to draw new wireless customers and retain existing ones through aggressive handset pricing and differentiated plan options. EchoStar, listed as NasdaqGS:SATS, is leaning heavily on Boost Mobile’s device...
NYSE:RNG
NYSE:RNGSoftware

Why RingCentral (RNG) Is Up 16.6% After Launching Dividend, Bigger Buyback and New AI Push

Earlier in February 2026, RingCentral reported fourth-quarter 2025 results showing revenue rising to US$644.03 million and a shift from a net loss to US$22.97 million in net income, issued 2026 guidance calling for US$640–US$645 million in first-quarter revenue and 4%–5% full-year revenue growth, initiated a quarterly US$0.075 dividend, expanded its buyback authorization to US$500 million after repurchasing 31.61 million shares for US$967.01 million, and announced a broad integration of...
NasdaqGS:ZM
NasdaqGS:ZMSoftware

Zoom Communications (ZM) Valuation Check After Mixed Q4 Earnings AI Push And New Buyback Program

Zoom Communications (ZM) is back in the spotlight after its latest quarterly earnings, with revenue ahead of expectations, a rare earnings miss, cautious profit guidance for 2027, new AI products, and a large buyback program. See our latest analysis for Zoom Communications. The 1 day share price return of 2.38% decline and 7 day share price return of 6.24% decline around the earnings release suggest investors are reassessing Zoom Communications' cautious 2027 profit outlook, even though its 1...
NasdaqGS:ZBRA
NasdaqGS:ZBRAElectronic

Assessing Zebra Technologies (ZBRA) Valuation After New AI Powered Machine Vision Deployment

Zebra Technologies (ZBRA) is back in focus after EBI Electric adopted its AltiZ 3D sensors for the new Inspector T lumber scanning system, pairing AI models with machine vision to sharpen yield and cost control. See our latest analysis for Zebra Technologies. Those product wins and the recent buyback and guidance update come against a mixed price backdrop, with the latest share price at $239.01, a 1 day share price return of 1.35% but a 1 year total shareholder return decline of 25.19%,...
NYSE:NRG
NYSE:NRGElectric Utilities

NRG Energy (NRG) Margin Compression Tests Bullish Profitability Narratives After FY 2025 Results

NRG Energy (NRG) closed out FY 2025 with fourth quarter revenue of US$7.8b and basic EPS of US$0.26, alongside net income of US$50m. Trailing twelve month figures show revenue of US$30.7b, EPS of US$4.09 and net income of US$797m. The company has seen revenue move from US$28.1b to US$30.7b on a trailing basis across the periods provided, with trailing EPS shifting from US$5.14 to US$4.09 over the same window. This sets up a picture where modest top line progress sits against tighter...
NasdaqGS:GTLB
NasdaqGS:GTLBSoftware

GitLab MSP Expansion Aims To Embed Agentic AI In Enterprise DevSecOps

GitLab (NasdaqGS:GTLB) has expanded its Managed Service Provider (MSP) Partner Program. The program allows MSPs to deliver agentic AI across the full software development lifecycle. It is designed to help customers meet compliance and data sovereignty requirements. The move broadens GitLab’s enterprise AI and managed services offering for global partners. For you as an investor watching GitLab’s core DevSecOps business, this expanded MSP Partner Program points to a push deeper into...
NasdaqGS:ONC
NasdaqGS:ONCBiotechs

Is It Time To Reconsider BeOne Medicines (ONC) After Mixed Recent Share Returns?

If you are trying to figure out whether BeOne Medicines is attractively priced or already reflects its potential, you are in the right place. The stock closed at US$352.23, with a 7 day return of a 0.6% decline, a 30 day return of 4.8%, and longer term returns of 13.2% year to date, 26.5% over 1 year, 46.6% over 3 years and 21.8% over 5 years. These mixed short term and longer term returns often prompt investors to look more closely at what might be driving sentiment and expectations. In...
NasdaqGS:SHOO
NasdaqGS:SHOOLuxury

Steven Madden (SHOO) Margin Compression To 1.8% Tests Bullish High P/E Narrative

Steven Madden (SHOO) has just wrapped up FY 2025 with fourth quarter revenue of US$753.7 million and basic EPS of US$0.33, capping off a year where trailing twelve month revenue reached about US$2.5 billion and EPS came in at US$0.63. The company has seen quarterly revenue move from US$553.5 million and EPS of US$0.57 in Q1 2025 through a loss-making Q2, then recover to US$667.9 million and EPS of US$0.29 in Q3, before landing at the latest Q4 figures. As a result, investors are getting a...
NasdaqCM:TGTX
NasdaqCM:TGTXBiotechs

Five-Year BRIUMVI Data Shapes TG Therapeutics Multiple Sclerosis Investment Case

TG Therapeutics (NasdaqCM:TGTX) published five year clinical data from the long term extension of its Phase 3 ULTIMATE studies for BRIUMVI in relapsing multiple sclerosis. The update reports durable efficacy, low relapse rates, and a consistent safety profile over the full five year period. The extension data also highlights long term treatment adherence and sustained clinical benefit for patients on BRIUMVI. TG Therapeutics focuses on treatments for B cell mediated diseases, with BRIUMVI...
NYSE:RCUS
NYSE:RCUSBiotechs

Is Arcus Biosciences (RCUS) Pricing Reflect Its 1‑Year Surge And Mixed Valuation Signals

If you are wondering whether Arcus Biosciences is attractively priced today, this article walks through what the current share price could imply about the company’s underlying value. The stock last closed at US$20.27, with returns of 4.3% over 7 days, a 9.8% decline over 30 days, a 13.0% decline year to date, a 99.9% gain over 1 year, a 16.4% return over 3 years and a 41.3% decline over 5 years. Recent attention around Arcus Biosciences has largely focused on its pipeline and partnerships in...
NasdaqGS:TXRH
NasdaqGS:TXRHHospitality

Is It Too Late To Consider Texas Roadhouse (TXRH) After Recent Share Price Softness

Wondering if Texas Roadhouse at about US$181.78 a share still offers value, or if most of the opportunity is already priced in? This article walks through what the numbers are actually saying about the stock. The share price has eased with an estimated 2.7% decline over the last 7 days and a 2.3% decline over the last 30 days, while longer term returns sit at 6.1% year to date and 5.1% over 1 year, with very large gains of 87.6% over 3 years and 111.3% over 5 years. Recent coverage around...
NYSE:BX
NYSE:BXCapital Markets

Assessing Blackstone (BX) Valuation After Recent Volatility And Growing Focus On AI Infrastructure

Blackstone (BX) is back in focus after a sharp share price swing, ongoing M&A talks, and fresh analyst commentary led many investors to reassess how its long term plans square with recent volatility. See our latest analysis for Blackstone. Blackstone shares have been under pressure despite continued M&A activity. The 30 day share price return is 21.22% and the year to date share price return is 25.55%, while the 5 year total shareholder return of 101.48% points to a very different long term...
NasdaqGS:BKNG
NasdaqGS:BKNGHospitality

Did Booking’s Cost‑Saving Drive, Stock Split and New Dividend Just Shift Booking Holdings' (BKNG) Investment Narrative?

Earlier in February, Booking Holdings reported fourth‑quarter 2025 results showing revenue rising to US$6,349 million and net income to US$1,428 million, alongside announcing a 25‑for‑1 stock split and a new quarterly dividend of US$10.50 per share. The earnings release also highlighted the Transformation Program’s US$550 million in annual cost savings and stronger margins, underlining how cost discipline is reshaping Booking’s profitability profile. With the Transformation Program’s cost...
NYSE:NOMD
NYSE:NOMDFood

Nomad Foods Boosts 2025 Cash Returns As 2026 Reset Targets Value Creation

Nomad Foods (NYSE:NOMD) has set a shareholder capital return plan for 2025 that lifts dividends and share repurchases by 38% year on year. The company is also preparing broad organizational and planning changes for 2026 aimed at performance and value creation. This combination of higher cash returns and a reset year ahead marks a clear shift in how Nomad Foods is approaching capital allocation and its business setup. For investors looking at the frozen foods group today, Nomad Foods trades...
NasdaqGS:FLEX
NasdaqGS:FLEXElectronic

Is It Time To Reassess Flex (FLEX) After Its Strong 1 Year Share Price Run?

If you are wondering whether Flex shares still offer value after a strong run, this article walks through what the current price might be implying about the company. Flex recently closed at US$65.67, with a 7 day return of a 0.2% decline, a 30 day return of 3.0%, a year to date return of 3.1% and a 1 year return of 65.2%, while the 3 year return is very large and the 5 year return is also very large. Recent news coverage has tended to focus on Flex as an established player in electronics...
NYSE:TEVA
NYSE:TEVAPharmaceuticals

Teva’s Olanzapine And Duvakitug Updates Test Valuation Gap Narrative

Teva Pharmaceutical Industries (NYSE:TEVA) received FDA acceptance of its New Drug Application for a once monthly long acting injectable olanzapine treatment for schizophrenia. The candidate is designed to remove the need for post injection monitoring, which could reduce treatment barriers for patients and providers. Teva also reported positive 44 week extension data for duvakitug in ulcerative colitis and Crohn’s disease, with sustained efficacy and tolerability. Teva enters this news...
NasdaqGS:HBAN
NasdaqGS:HBANBanks

Assessing Huntington Bancshares (HBAN) Valuation As Conflicting Fair Value Narratives Emerge

Recent Performance Snapshot Huntington Bancshares (HBAN) has recently drawn investor attention as its shares trade around $17.28, with mixed short term returns, including a 1.5% gain over the past day and a small decline over the past week. See our latest analysis for Huntington Bancshares. While the 1-day share price return of 1.53% contrasts with a 3.41% decline over the past week, Huntington Bancshares still shows a 6.21% 90-day share price return and an 11.77% 1-year total shareholder...