U.S. REITS Stock News

NYSE:APO
NYSE:APODiversified Financial

Apollo Global Management Margins Slip To 11% Challenging Bullish Earnings Narratives

Apollo Global Management FY 2025 earnings snapshot Apollo Global Management (APO) closed out FY 2025 with fourth quarter revenue of about US$9.8b and basic EPS of US$1.44, anchored by net income of US$854m. This highlights how the firm is converting a large top line into bottom line results. The company reported quarterly revenue of US$5.2b in Q4 FY 2024 and US$9.8b in Q4 FY 2025, while basic EPS moved from US$2.94 to US$1.44 over the same period. Investors are likely to weigh the revenue...
NasdaqGS:XMTR
NasdaqGS:XMTRTrade Distributors

Xometry (XMTR) Is Down 27.6% After CEO Succession Plan And Wider 2025 Losses - Has The Bull Case Changed?

Xometry has announced that on July 1, 2026, co‑founder and current CEO Randy Altschuler will move to Executive Chair while President Sanjeev Singh Sahni becomes CEO and joins an expanded seven‑member Board, alongside reporting fourth‑quarter 2025 sales of US$192.4 million and a quarterly net loss of US$8.63 million. The combination of a planned internal CEO succession, continued founder involvement, new governance structure, and higher full‑year 2025 revenue of US$686.63 million with a wider...
NasdaqGS:CGON
NasdaqGS:CGONBiotechs

The Bull Case For CG Oncology (CGON) Could Change Following Surging Revenue And Deeper 2025 Losses – Learn Why

CG Oncology, Inc. reported past full-year 2025 results, with revenue rising to US$4.04 million from US$1.14 million and net loss widening to US$161 million from US$88.04 million, alongside confirmation that its leadership presented at the TD Cowen 46th Annual Health Care Conference earlier this month. The combination of higher revenue with a larger loss highlights the company’s ongoing investment in its business model and cost structure, which investors may weigh against its early-stage...
NasdaqGS:VTRS
NasdaqGS:VTRSPharmaceuticals

Viatris (VTRS) Quarterly Loss Of US$340.1 Million Tests Profitability Turnaround Narrative

Recent results put Viatris's profitability under the microscope Viatris (VTRS) has just posted its FY 2025 numbers, with fourth quarter revenue of US$3,703.6 million and a basic EPS loss of US$0.30, while trailing twelve month revenue came in at US$14.3 billion alongside a basic EPS loss of US$3.00. Over recent periods, the company has seen quarterly revenue move from US$3,528.1 million in Q4 2024 to US$3,703.6 million in Q4 2025, with basic EPS shifting from a loss of US$0.43 to a loss of...
NYSE:RKT
NYSE:RKTDiversified Financial

Rocket Companies (RKT) Returns To Q4 Profit But Trailing Loss Tests Bullish Narratives

Rocket Companies FY 2025 Results: Revenue Rebound but Profitability Still Tight Rocket Companies (RKT) has just posted its FY 2025 numbers with Q4 revenue of US$2.8 billion and basic EPS of US$0.02, setting a very different tone from earlier quarters in the year that were in loss territory. The company has seen quarterly revenue move from US$1.1 billion in Q1 2025 to US$1.7 billion in Q3 and then to US$2.8 billion in Q4. EPS shifted from losses of US$0.07 in Q1 and US$0.06 in Q3 to a small...
NYSE:PAR
NYSE:PARSoftware

PAR Technology (PAR) Q4 Losses Around US$21 Million Reinforce Profitability Concerns

PAR Technology (PAR) closed out FY 2025 with Q4 revenue of US$120.1 million and a basic EPS loss of US$0.51, while trailing twelve month revenue sat at US$455.5 million alongside a basic EPS loss of US$2.09. Over recent quarters, the company has seen revenue move from US$96.8 million in Q3 2024 to US$105.0 million in Q4 2024, then to US$103.9 million in Q1 2025, US$112.4 million in Q2 2025, US$119.2 million in Q3 2025 and US$120.1 million in Q4 2025, as quarterly basic EPS losses ranged...
NYSE:AS
NYSE:ASLuxury

Why Amer Sports (AS) Is Down 9.5% After Costly 2026 Brand Push Despite Strong Q4 Results

In February 2026, Amer Sports reported past fourth-quarter 2025 results showing higher sales and net income year on year, while issuing first-quarter 2026 guidance calling for reported revenue growth of 22%–24% with fully diluted EPS of US$0.28–US$0.30 and full-year 2026 revenue growth of 16%–18% with EPS of US$1.10–US$1.15. Management highlighted that this outlook reflects both the current momentum of Arc’teryx and Salomon and an intention to increase spending on these brands, which may...
NasdaqGS:DH
NasdaqGS:DHHealthcare Services

Definitive Healthcare (DH) Quarterly Loss Highlights Ongoing Profitability Gap Despite Stable Revenue

Definitive Healthcare (DH) has wrapped up FY 2025 with Q4 revenue of US$61.5 million and a basic EPS loss of US$0.09, alongside a trailing twelve month loss of US$1.30 per share on US$241.5 million of revenue. Over recent periods, the company has reported quarterly revenue between US$59.2 million and US$62.7 million, while basic EPS has ranged from a loss of US$0.07 to a loss of US$1.12. For investors, the latest results keep attention on when margins might begin to close the gap between a...
NYSE:PR
NYSE:PROil and Gas

A Look At Permian Resources (PR) Valuation After Earnings Beat And Dividend Increase

Permian Resources (PR) moved back into focus after reporting fourth quarter 2025 results that topped earnings expectations, paired with record oil production, lower costs, higher dividends, and reduced net debt. See our latest analysis for Permian Resources. Those results have arrived alongside a strong share price run, with Permian Resources posting a 30 day share price return of 17.7% and a year to date share price return of 27.0%. The 1 year total shareholder return of 35.6% and very large...
NYSE:MTZ
NYSE:MTZConstruction

MasTec (MTZ) EPS Rebound Challenges Skeptical Narratives On Thin Margins And Premium P/E

MasTec (MTZ) has wrapped up FY 2025 with fourth quarter revenue of US$3.9b, basic EPS of US$1.83 and net income excluding extraordinary items of US$142.7m, capping a year in which trailing twelve month revenue reached US$14.3b, EPS came in at US$5.12 and net income was US$399m. Over the past six reported quarters, revenue has ranged from US$2.8b in Q1 2025 to US$4.0b in Q3 2025, while quarterly basic EPS moved between US$0.13 and US$2.07, giving investors a clearer view of how the earnings...
NYSE:NATL
NYSE:NATLDiversified Financial

NCR Atleos (NATL) Margin Rebound To 3.7% Tests Bullish Recurring Revenue Narrative

NCR Atleos (NATL) just wrapped up FY 2025 with Q4 revenue of US$1.2b and basic EPS of US$1.13, alongside net income of US$83 million. The trailing twelve month line shows total revenue of US$4.4b and basic EPS of US$2.20. The company has seen quarterly revenue move from US$979 million in Q1 2025 to US$1.2b in Q4 2025, with basic EPS over those quarters ranging from US$0.21 to US$1.13. Trailing twelve month basic EPS shifted from US$1.26 in Q4 2024 to US$2.20 in Q4 2025. Together, these...
NasdaqGS:INDV
NasdaqGS:INDVPharmaceuticals

Indivior’s Strong 2025 Results and US$400 Million Buyback Might Change The Case For Investing In Indivior Pharmaceuticals (INDV)

In February 2026, Indivior Pharmaceuticals, Inc. reported fourth-quarter 2025 sales of US$358 million and net income of US$102 million, alongside full-year 2025 sales of US$2.48 billion and net income of US$420 million, while reaffirming its 2026 net revenue outlook of US$1.13 billion to US$1.20 billion. The company also highlighted record SUBLOCADE net revenue growth and approved a new US$400 million share repurchase program, underscoring its focus on improving profitability, cash...
NYSE:MAA
NYSE:MAAResidential REITs

The Bull Case For Mid-America Apartment Communities (MAA) Could Change Following New 2033 Notes And Redevelopment Push

Mid-America Apartment Communities recently issued US$200,000,000 of 4.650% senior unsecured notes due 2033 and outlined plans to allocate proceeds toward repaying commercial paper borrowings and funding potential acquisitions, development, and redevelopment projects, while also preparing to discuss its outlook at the 2026 Citi Global Property CEO Conference. Alongside this new debt issuance, management’s increased capital spending plans and active US$932.00 million development pipeline...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

Qualcomm Expands Beyond Smartphones Into AI And Data Center Growth Drivers

Qualcomm (NasdaqGS:QCOM) is expanding further into AI and data center markets through acquisitions, new leadership hires, partnerships, and product development. The company has completed deals for Alphawave Semi and Ventana Micro Systems to build out its data center and AI capabilities. Qualcomm has partnered with Tata Electronics for automotive module production in India and with Anterix for IoT infrastructure projects. The company is also working with Vusion on AI native retail solutions...
NYSE:BIO
NYSE:BIOLife Sciences

Is It Time To Reconsider Bio-Rad Laboratories (BIO) After Its Prolonged Share Price Slump

If you are wondering whether Bio-Rad Laboratories is offering good value at around US$278.44 per share, this article walks through what the current price might be implying about the business. The stock has had a mixed run, with a 2.6% gain over the last 7 days, a 7.1% decline over 30 days, an 8.8% decline year to date, a 5.0% return over 1 year, a 44.6% decline over 3 years, and a 51.0% decline over 5 years. These ups and downs have kept valuation in focus for many investors, especially as...
NYSE:SYY
NYSE:SYYConsumer Retailing

Sysco Labor Deal And Local Sourcing Push Weigh On Valuation Story

Sysco (NYSE:SYY) has reached a new five year collective bargaining agreement with more than 225 drivers and warehouse workers in Montana after a recent strike threat. The company is also launching a nationwide "Home Grown by Sysco" program focused on sourcing local food from producers across the United States. Sysco is one of the largest foodservice distributors in the United States, supplying restaurants, healthcare facilities, and other institutions. The new Montana labor agreement...
NasdaqGS:PRVA
NasdaqGS:PRVAHealthcare

Privia Health Group (PRVA) Margin Expansion To 1.1% Tests High P E Narrative

Privia Health Group (PRVA) just closed out FY 2025 with Q4 revenue of US$541.2 million and basic EPS of US$0.07, while trailing twelve month figures came in at US$2.1 billion of revenue and EPS of US$0.19. The company has seen revenue move from US$460.9 million in Q4 2024 to US$541.2 million in Q4 2025, with quarterly EPS shifting over that stretch from US$0.04 to US$0.07 and trailing net income reaching US$22.9 million. This sets up a results season where investors are likely to focus on...
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...