U.S. REITS Stock News

NasdaqGS:STBA
NasdaqGS:STBABanks

A Look At S&T Bancorp (STBA) Valuation As Shares Trade Near Analyst Fair Value Estimate

Event context and recent share performance S&T Bancorp (STBA) has recently drawn attention after its shares closed at US$43.97, with total return figures over the past year and past 3 months giving investors fresh context for assessing the regional bank. See our latest analysis for S&T Bancorp. While the 1-day share price return of 0.20% and 7-day share price return of 1.24% show some recent softness, the 30-day and 90-day share price returns of 4.42% and 11.37%, alongside a 1-year total...
NasdaqGS:MGNI
NasdaqGS:MGNIMedia

Magnite (MGNI) Net Margin Surge Challenges Bearish Earnings Narratives

Magnite (MGNI) closed out FY 2025 with Q4 revenue of US$205.4 million and basic EPS of US$0.86, capped by trailing 12 month EPS of US$1.01 that sits on trailing 12 month revenue of US$714.0 million. Over the past six quarters in this dataset, revenue has moved from US$162.0 million in Q3 2024 to US$205.4 million in Q4 2025, while quarterly EPS shifted from US$0.04 to US$0.86, creating a backdrop where margins have become a central focus for investors assessing the latest print. See our full...
NasdaqGM:FUTU
NasdaqGM:FUTUCapital Markets

What Futu Holdings (FUTU)'s Q4 2025 Results and Education Push Mean For Shareholders

Earlier in 2026, Futu Holdings announced that it would report its fourth-quarter and full-year 2025 results on March 12, 2026, before U.S. markets open, accompanied by a management earnings call and webcast. Alongside its earnings timetable, Futu’s moomoo platform has been promoting financial education through initiatives like the Student Stock Showdown, underscoring how its brokerage technology is also being used to build investing literacy among younger users. With stronger recent earnings...
NYSE:WSO
NYSE:WSOTrade Distributors

Dividend Hike Amid Softer Earnings Might Change The Case For Investing In Watsco (WSO)

In February 2026, Watsco, Inc. reported that its fourth-quarter 2025 sales fell to US$1,578.76 million and net income to US$71.75 million, and also approved a 10% increase in its annual dividend to US$13.20 per share for both Common and Class B shares. The combination of softer recent earnings and a higher dividend, underpinned by management’s emphasis on improved gross margins and a debt-free balance sheet, highlights how Watsco is prioritizing shareholder returns while contending with...
NasdaqGS:DFTX
NasdaqGS:DFTXPharmaceuticals

Is Rising 2025 Loss and Investor Outreach Altering The Investment Case For Definium Therapeutics (DFTX)?

Definium Therapeutics, Inc. reported full-year 2025 results on February 26, 2026, posting a wider net loss of US$183.79 million and basic and diluted loss per share from continuing operations of US$2.06, compared with US$108.68 million and US$1.54 a year earlier. This larger loss, alongside management’s recent participation in multiple healthcare investor conferences, highlights how the company is balancing capital-intensive late-stage clinical development with efforts to keep investors...
NYSE:BAP
NYSE:BAPBanks

Is It Time To Reassess Credicorp (NYSE:BAP) After Its Strong Multi Year Share Price Run?

If you are looking at Credicorp and wondering whether the current share price still reflects solid value, you are not alone. This article will walk through what the numbers actually say. The stock last closed at US$355.48, with returns of 1.7% over 7 days, a marginal 0.2% decline over 30 days, 24.1% year to date, 106.7% over 1 year and 183.7% over 5 years. This naturally raises questions about how much future upside or risk is already built in. Recent news coverage has focused on Credicorp's...
NYSE:ARLO
NYSE:ARLOElectronic

A Look At Arlo Technologies (ARLO) Valuation After Recent Share Price Volatility

Arlo Technologies (ARLO) has drawn fresh attention after recent trading left the stock up 3.6% over the past week, but down over the past month and past 3 months, prompting closer scrutiny from investors. See our latest analysis for Arlo Technologies. That recent 6.2% 7 day share price return comes after weaker momentum earlier in the year, with a 30 day share price return of 6.52% and year to date share price return of 6.73%. The 3 year total shareholder return is roughly 3.3x, which hints...
NasdaqGS:PCTY
NasdaqGS:PCTYProfessional Services

A Look At Paylocity (PCTY) Valuation After Q2 Beat And Raised 2026 Revenue Outlook

Paylocity Holding (PCTY) is in focus after second quarter results came in ahead of guidance, prompting higher revenue projections for fiscal 2026 and an updated outlook for total and recurring revenues. See our latest analysis for Paylocity Holding. The second quarter beat and upgraded fiscal 2026 revenue outlook arrive after a mixed share price run, with an 8.52% 1 day share price return and 6.59% 7 day share price return contrasting with a 19.95% 30 day share price decline and a 44.87% 1...
NYSE:YETI
NYSE:YETILeisure

Did YETI’s New CFO, Buybacks, and 2026 Guidance Just Shift YETI Holdings’ (YETI) Investment Narrative?

Earlier in February 2026, YETI Holdings appointed former Home Depot finance executive Scott Bomar as its new Chief Financial Officer, reported fourth-quarter and full-year 2025 results showing higher quarterly sales and earnings, issued 2026 sales growth guidance of 6% to 8%, and completed a US$497.72 million share repurchase program. These announcements highlight YETI’s focus on leadership refresh, disciplined capital returns through buybacks, and continued investment in product innovation...
NasdaqCM:SERV
NasdaqCM:SERVHospitality

Serve Robotics Expands Into Hospital Robots With Diligent Acquisition

Serve Robotics (Nasdaq to the views and 2 0 1 carbon) has agreed to acquire Diligent Robotics, expanding from outdoor sidewalk delivery into indoor service robots. The deal brings Serve into hospitals and healthcare facilities, where Diligent’s robots are already focused on clinical support tasks. This move broadens Serve’s product footprint beyond outdoor delivery corridors into indoor, service oriented workflows. For investors watching NasdaqCM:SERV, the deal comes as the stock trades...
NasdaqGS:ACGL
NasdaqGS:ACGLInsurance

Is Arch Capital Group (ACGL) Attractive After Strong Multi‑Year Returns And Recent Sector Focus?

If you are wondering whether Arch Capital Group at around US$99.65 is offering good value right now, you are not alone. The stock has returned 1.3% over the last 7 days, 6.6% over the past 30 days, 6.2% year to date, 8.2% over 1 year, 47.8% over 3 years, and 193.5% over 5 years. These figures may shape how investors think about its current risk and reward trade off. Recent news coverage around Arch Capital Group has focused on its positioning within the insurance sector and its broader role...
NasdaqGS:STRA
NasdaqGS:STRAConsumer Services

A Look At Strategic Education (STRA) Valuation After Beating Expectations With Strong 2025 Results

Strategic Education (STRA) caught investor attention after reporting fourth quarter and full year 2025 results, along with a regular quarterly dividend, combining fresh earnings data with a clear statement on cash returns. See our latest analysis for Strategic Education. The earnings and dividend update arrived alongside a 1-day share price return of 3.2%. However, the 30-day share price return of 6.6% and modest 1-year total shareholder return of 1.2% suggest momentum has been stop start...
NYSE:ORCL
NYSE:ORCLSoftware

Oracle Red Bull Deal Puts AI Cloud Story To The Test

Oracle has extended and expanded its multiyear title partnership with Oracle Red Bull Racing. The deal deepens the use of Oracle’s AI and cloud technologies across the Formula 1 team’s operations. The partnership is focused on next generation hybrid power units, real time race simulations, and an AI powered strategy agent. The timing aligns with major upcoming regulatory changes in Formula 1 technical rules. Oracle, ticker NYSE:ORCL, is trading at $150.31, with returns of 79.2% over 3 years...
NasdaqGS:CECO
NasdaqGS:CECOMachinery

CECO Environmental Thermon Merger Tests Growth Story And Earnings Strength

CECO Environmental (NasdaqGS:CECO) announced a proposed US$2.2b merger with Thermon to form a combined industrial environmental and thermal solutions company. The boards of both companies have unanimously approved the transaction, which includes plans for changes to the combined company’s board composition. The deal targets cost synergies and a broader offering in areas such as industrial process efficiency, energy transition and decarbonization. Law firms and shareholder rights groups have...
NasdaqGS:BCPC
NasdaqGS:BCPCChemicals

Does Stronger 2025 EPS Growth Reshape the Bull Case for Balchem’s Profitability Story (BCPC)?

Balchem Corporation recently reported fourth-quarter 2025 sales of US$263.62 million and net income of US$39.23 million, with full-year 2025 sales of US$1.04 billion and net income of US$154.85 million, all higher than the prior year. The company also delivered higher diluted earnings per share from continuing operations for both the quarter and the full year, pointing to improved profitability alongside revenue growth. We will now examine how this earnings improvement, particularly the rise...
NasdaqCM:CORT
NasdaqCM:CORTPharmaceuticals

A Look At Corcept Therapeutics (CORT) Valuation After Relacorilant FDA Setback And New Lawsuits

Corcept Therapeutics (CORT) is back in focus after disclosing a Complete Response Letter from the FDA for relacorilant in Cushing’s syndrome, followed by multiple securities class action lawsuits challenging its prior communications. See our latest analysis for Corcept Therapeutics. Corcept’s recent 30 day share price return of 22.59% decline and 90 day share price return of 54.94% decline suggest momentum has weakened. This contrasts with the 1 year total shareholder return of 40.22% decline...
NasdaqGS:CRWD
NasdaqGS:CRWDSoftware

CrowdStrike Deepens AI Security Push With FalconID And New Partnerships

CrowdStrike Holdings (NasdaqGS:CRWD) launches FalconID, a zero friction, phishing resistant MFA product designed to counter AI driven cyber threats. FalconID focuses on real time, risk aware authentication to address evolving AI accelerated phishing techniques targeting enterprise identities. CrowdStrike expands partnerships with VAST Data and NVIDIA to help secure the AI lifecycle across enterprise data, workloads, and infrastructure. CrowdStrike, best known for its Falcon platform in...
NasdaqGS:POWI
NasdaqGS:POWISemiconductor

Assessing Power Integrations (POWI) Valuation As Market Sentiment Improves On Energy Efficient Focus

Recent commentary around Power Integrations (POWI) has focused on its institutional backing and its emphasis on energy efficient power solutions. Together, these factors appear to be reshaping how the market views the company’s earlier operational challenges. See our latest analysis for Power Integrations. The recent move above longer term trading levels has come with a 44.23% 90 day share price return and a 29.92% year to date share price return. However, the 1 year total shareholder return...
NYSE:CPA
NYSE:CPAAirlines

Copa Holdings (NYSE:CPA) Valuation Check After Mixed Analyst Views And Latest Annual Report

Copa Holdings (CPA) is back in focus after a flurry of analyst opinions and the filing of its latest annual report, which gives investors fresh information on operations, finances, and overall network performance. See our latest analysis for Copa Holdings. At a share price of $148.03, Copa’s recent 90 day share price return of 21.54% and 30 day share price return of 7.88% point to building momentum. The 1 year total shareholder return of 71.45% underlines how strongly the stock has rewarded...
NYSE:AMT
NYSE:AMTSpecialized REITs

How American Tower’s 2026 Guidance and DISH Reset Could Reframe the AMT Investment Story

In February 2026, American Tower Corporation reported past fourth-quarter and full-year 2025 results showing higher revenue year over year but lower quarterly earnings per share, while also issuing 2026 guidance that includes expected total property revenue of US$10.44 billion to US$10.59 billion and net income of about US$2.95 billion to US$3.03 billion. The company also completed a US$365 million share repurchase in late 2025 and removed all DISH Network-related revenue from its 2026...
NasdaqGS:DAWN
NasdaqGS:DAWNBiotechs

Day One Weighs OJEMDA Momentum Against Expanded Oncology Pipeline Risks

Day One Biopharmaceuticals (NasdaqGS:DAWN) reported strong commercial growth supported by the continued uptake of OJEMDA in pediatric low grade glioma. The company completed its acquisition of Mersana Therapeutics, adding Emi Le, an advanced stage candidate for adenoid cystic carcinoma, to its pipeline. These moves expand Day One’s oncology portfolio while reinforcing the commercial position of OJEMDA. Day One Biopharmaceuticals, trading at $10.65, has had a mixed share price record, with a...
NYSE:KMI
NYSE:KMIOil and Gas

Kinder Morgan (KMI) Valuation Check After Record Net Income And Growing Natural Gas Pipeline Backlog

Kinder Morgan (KMI) has drawn fresh attention after reporting its highest ever Q4 and full year net incomes, supported by record Natural Gas Pipelines performance, a larger project backlog, and increased investor outreach. See our latest analysis for Kinder Morgan. Recent Q4 results and a larger project backlog appear to be feeding into sentiment, with a 30 day share price return of 11.73% and a 1 year total shareholder return of 31.57%. The 3 and 5 year total shareholder returns above 100%...
NYSE:CAT
NYSE:CATMachinery

Caterpillar Balances Battery Push And Rail Settlement With Valuation Questions

Caterpillar Venture Capital invested in ElevenEs' LFP battery mega factory project, expanding NYSE:CAT's exposure to next generation battery technology for industrial use. Progress Rail, a Caterpillar company, reached a major legal settlement with Wabtec that resolves an antitrust dispute in the North American locomotive market. Caterpillar, traded as NYSE:CAT, is best known for heavy equipment, engines, and rail solutions. These announcements add fresh detail to how the company is...
NasdaqGM:RYTM
NasdaqGM:RYTMBiotechs

Rhythm Pharmaceuticals (RYTM) Posts Q4 Revenue Gain That Challenges Bearish Cash Burn Narrative

Rhythm Pharmaceuticals (RYTM) has wrapped up FY 2025 with Q4 revenue of US$57.3 million and a basic EPS loss of US$0.73, while trailing 12 month figures show total revenue of US$189.8 million and a basic EPS loss of US$3.11. Over recent quarters, the company has seen revenue move from US$41.8 million in Q4 2024 to US$57.3 million in Q4 2025, with basic EPS losses ranging between US$0.72 and US$0.82 per quarter. This sets up a story where revenue is building but margins remain under...