U.S. REITS Stock News

If you are wondering whether Knight-Swift Transportation Holdings is fairly priced or offering value right now, the starting point is to look closely at what the current share price implies about the business. The stock last closed at US$61.70, with returns of 4.2% over 7 days, 12.4% over 30 days, 18.1% year to date, 27.9% over 1 year, 9.5% over 3 years and 46.2% over 5 years. This gives useful context before comparing the price to underlying value. Recent attention on Knight-Swift has been...

If you are wondering whether Valaris is priced attractively or already baking in a lot of optimism, you are not alone. This article focuses squarely on what you might be paying for at today's share price. The stock last closed at US$94.55, with returns of 2.2% over 7 days, 62.2% over 30 days, 81.3% year to date, and 158.1% over the past year. This naturally raises questions about how much value is left on the table versus how much risk has been added. Recent news coverage around offshore...

HealthEquity (HQY) has been drawing attention after recent share price moves, with the stock down about 7% over the past month and roughly 26% over the past 3 months. See our latest analysis for HealthEquity. Zooming out, HealthEquity’s recent weakness, including a 6.78% 30 day share price return decline and a 26.42% 90 day share price return decline, sits alongside a 27.67% 1 year total shareholder return decline. This suggests momentum has been fading after earlier multi year gains. If this...

If you are wondering whether Planet Fitness at around US$83.77 is a bargain or a trap, you are not alone. The answer really comes down to what you think the business is worth versus the current price. The share price has seen some pressure recently, with a 7 day return of an 8.1% decline, a 30 day return of a 9.6% decline, a year to date return of a 23.7% decline and a 1 year return of an 8.3% decline. The 3 year and 5 year returns sit at 4.3% and 4.0% respectively. Recent coverage has...

RWS Global partnership puts Box’s AI tools in focus Box (BOX) just landed a significant role with RWS Global, which is adopting Box’s Intelligent Content Management platform and AI driven contract automation across creative, production and operational teams worldwide. For you as an investor, this client win highlights how Box’s enterprise grade AI, workflow automation and security features are being used in real world, content heavy environments that require tight governance and...

DiamondRock Hospitality (NasdaqGS:DRH) has announced the retirement of founding Chairman and inaugural CEO William W. McCarten after more than 20 years with the company. Bruce D. Wardinski has been appointed as the new non executive Chairman, marking a shift in board leadership. The company is also reducing the size of its board, signaling a change in its governance structure. For shareholders watching DiamondRock Hospitality at a share price of $10.33, this leadership handover comes after...

GoDaddy (GDDY) is back in focus after its latest earnings release, where revenue guidance came in below market expectations even as the company surpassed quarterly earnings estimates and reported lower net profit for the full year. See our latest analysis for GoDaddy. The stock has been volatile around these updates, with a sharp drop to a two year low after the softer revenue outlook and questions over the new go to market approach. This was partly offset by a recent rebound as sentiment...

Why Clear Secure’s latest update caught investors’ attention Clear Secure (YOU) reported a quarterly earnings update that exceeded Wall Street revenue and profitability forecasts, alongside higher dividends and a larger buyback program. Together, these changes directly affect shareholder cash returns. At the same time, the company is highlighting stronger free cash flow, record CLEAR1 enterprise activity, and new commercial partnerships, giving investors more detail on how its consumer and...

If you are wondering whether Calix at around US$51.47 is still reasonably priced or already running ahead of itself, the valuation story is the key thing to focus on next. The stock has seen mixed momentum recently, with a 6.2% decline over the last 7 days and an 8.1% decline over the last 30 days, even though the 1 year return stands at 38.6%. Recent coverage has centered on Calix as a broadband access and cloud software provider, with attention on how its platform fits into ongoing...

If you are wondering whether Martin Marietta Materials shares still offer value after a strong run, this article will walk through what the current price might be implying about the company. The stock recently closed at US$678.46, with returns of 0.5% over 7 days, 4.5% over 30 days, 6.9% year to date, 41.5% over 1 year, 90.0% over 3 years and 111.9% over 5 years. This naturally raises questions about what is already priced in. Recent news coverage has focused on Martin Marietta Materials as...

AST SpaceMobile (ASTS) has just paired a roughly US$30 million defense contract with the U.S. Space Development Agency with a US$1 billion convertible note offering, putting both its government and commercial satellite ambitions in sharper focus for investors. See our latest analysis for AST SpaceMobile. The latest 4.1% 1 day share price return, alongside a 52.6% 90 day share price return and a very large 3 year total shareholder return, suggests momentum has been building around AST...

Deluxe (DLX) is back on investors’ radar after completing a multi year buyback that retired 4,796,490 shares for US$212.55 million, just as its Data Solutions business gains attention alongside ongoing print related pressures. See our latest analysis for Deluxe. The recent 16.68% 1 month share price return and 40.11% 3 month share price return to US$28.47, alongside an 86.47% 1 year total shareholder return, suggest momentum has recently been building as investors weigh Data Solutions growth...

UGI Utilities, a subsidiary of NYSE:UGI, has begun major infrastructure upgrades in Lancaster, Pennsylvania, focused on gas system safety and reliability. The Pennsylvania Public Utility Commission has opened a formal investigation into UGI Utilities' proposed natural gas rate changes affecting nearly 690,000 customers statewide. These developments center on long term service quality, customer bills, and how UGI balances investment needs with regulatory oversight. UGI, through UGI...

Corpay (NYSE:CPAY) has entered into and extended several multi year partnerships across global sports. The company will serve as an official corporate foreign exchange and payments provider for LIV Golf, Rugby Australia, and Pramac Racing. These agreements broaden Corpay's presence across golf, rugby, and motorsport with long term visibility across multiple regions. Corpay, trading at around $334.12, has had mixed share performance, with an 11.2% gain year to date and a 57.2% return over 3...

On 26 February 2026, F5, Inc. launched new AI security threat intelligence tools, including the Comprehensive AI Security Index and Agentic Resistance Score leaderboards, giving enterprises standardized benchmarks to compare the risk profiles of widely used AI models. By pairing its CalypsoAI-derived vulnerability library, updated with more than 10,000 fresh attack prompts each month, with real-time attack intelligence, F5 is positioning its platform as a reference point for measuring how...

Darden Restaurants stock: event driven update Darden Restaurants (DRI) has drawn investor attention after recent share price moves, with the stock last closing at US$214.83. That price sits about 10.3% below one intrinsic value estimate. See our latest analysis for Darden Restaurants. That recent move to US$214.83 comes after a 9.11% 1 month share price return and a 19.63% 3 month share price return, while the 5 year total shareholder return of 84.91% points to momentum that has built over a...

DigitalBridge Group (DBRG) closed out FY 2025 with fourth quarter revenue of US$47.9 million and basic EPS of US$0.26, while trailing twelve month basic EPS stood at US$0.48 on revenue of US$94.0 million, alongside a reported 93.2% net margin that includes the impact of a large one off loss earlier in the year. The company has seen quarterly revenue move between US$3.8 million and US$47.9 million over the past four quarters while basic EPS ranged from US$0.02 to US$0.26, giving investors a...

Axon Enterprise (AXON) closed out FY 2025 with Q4 revenue of US$796.7 million and basic EPS of US$0.03, alongside trailing twelve month revenue of US$2.8 billion and EPS of US$1.60 that sit against a net profit margin of 4.5% versus 18.1% a year earlier. The company has seen revenue move from US$575.1 million in Q4 2024 to US$796.7 million in Q4 2025, while quarterly basic EPS shifted from US$1.77 to US$0.03 over the same period, with a US$107.5 million one off gain influencing the trailing...

In recent days, Watts Water Technologies disclosed its 2025 Form 10-K showing robust performance, five acquisitions, and ongoing investment in its Nexa intelligent water management platform, alongside a quarterly dividend and share repurchases, while director Timothy P. Horne previously sold 7,500 Class A shares for about US$2.47 million. Together, these developments highlight how Watts Water is pairing investment in smart, connected water solutions and ERP systems with continued capital...

If you are wondering whether Monster Beverage's share price still offers value after a strong run, this article walks through what the current valuation might be telling you. The stock last closed at US$86.66, with returns of 5.7% over 7 days, 6.4% over 30 days, 13.8% year to date, 66.9% over 1 year, 69.7% over 3 years and 104.7% over 5 years. These figures raise fair questions about whether the current price fully reflects the company's prospects or risk profile. Recent coverage has focused...

If you are wondering whether Centrus Energy shares still offer value after a strong run, the starting point is to understand what the current price is really giving you. The stock last closed at US$210.96, with returns of 1.0% over 7 days, a 31.8% decline over 30 days, a 22.6% decline year to date, and a 135.7% gain over the past year. This can signal shifting expectations around both opportunity and risk. Recent news coverage has focused on Centrus Energy's role in the nuclear fuel supply...

VSE Corporation recently reported Q4 2025 results that exceeded analyst expectations on both revenue and earnings, with operating margin improving to 10.8%, and issued full‑year 2026 guidance calling for approximately 19% to 23% revenue growth supported by the Aero 3 and Turbine Weld acquisitions. Alongside affirming a regular US$0.10 per‑share quarterly dividend, VSE marked its first year above US$1.00 billion in aviation revenue after completing its shift to a pure aviation aftermarket...

If you are wondering whether Cohen & Steers is attractively priced right now, this article walks through what the current share price may or may not be reflecting about its underlying value. The stock last closed at US$67.14, with returns of 0.4% over 7 days, 3.1% over 30 days, 5.6% year to date, 4.1% over 3 years and 22.0% over 5 years, alongside a 19.7% decline over the past year that some investors may see as a reset in expectations. Recent news coverage has focused on Cohen & Steers as a...

In late February 2026, AdaptHealth Corp. reported full-year 2025 results showing net revenue of US$3,244.86 million and a net loss of US$70.79 million, driven in part by a US$127.99 million goodwill impairment, while also outlining 2026 revenue guidance of US$3.44 billion to US$3.51 billion. Alongside these results, management highlighted record patient volumes, the launch of a large capitated contract, and fresh home medical equipment acquisitions funded partly by a US$100 million revolver...