U.S. REITS Stock News

Doximity announced that Chief Financial Officer Anna Bryson has resigned following an extended period of medical leave. Chief Accounting Officer Siddharth Sitaram has been appointed interim CFO and interim principal accounting officer. The leadership changes are effective immediately and will remain in place until Doximity names a permanent CFO. For investors watching NYSE:DOCS, this CFO transition comes at a time when the stock trades around $24.66 and has seen a 43.0% decline year to date...

What recent moves in TechnipFMC (FTI) mean for investors TechnipFMC (FTI) has been drawing attention after a strong run, with the share price at $74.76 and total return over the past year above 160%, prompting fresh questions about value and expectations. See our latest analysis for TechnipFMC. Recent trading has been strong, with a 3.2% 1 day share price return adding to a 34.36% 90 day share price return and a very large 5 year total shareholder return, which together point to clear...

Recent performance snapshot for Simon Property Group Simon Property Group (SPG) has drawn fresh attention after a solid month for the stock, with a roughly 11.6% return over that period and about 9% over the past 3 months. For income focused investors watching US real estate investment trusts, those moves sit alongside a 1 year total return of about 33.2%, and multi year total returns that exceed 100% over both 3 and 5 years. At a recent close of US$201.16 and a reported intrinsic discount of...

In April 2026, Badger Meter, Inc. reported that first-quarter 2026 sales fell to US$202.28 million and net income to US$27.34 million, while its Board also previously declared a regular quarterly cash dividend of US$0.40 per share payable on June 5, 2026, to shareholders of record on May 22, 2026. Management attributed the weaker quarterly results mainly to the timing of advanced metering infrastructure project completions and softer short-cycle utility orders, rather than any change in...

CarMax reported fourth-quarter and full-year fiscal 2026 results, including flat sales of US$158.81 million for the quarter, a quarterly net loss of US$120.68 million driven partly by a US$141.26 million non-cash goodwill impairment, and plans for US$400 million of fiscal 2027 capital expenditures on new stores and reconditioning/auction facilities. The company also continued its long-running buyback, repurchasing 1,300,000 shares for US$50.4 million in the latest quarter, which may...

Power Integrations announced in the past that it would release its first-quarter 2026 financial and operating highlights after the US market close on May 7, followed by a conference call with management. The announcement has drawn attention to how data center and high-performance computing demand may influence Power Integrations’ near-term operating trends and segment mix. Next, we’ll examine how rising expectations around data center and high-performance computing demand could reshape Power...

What Jade Biosciences’ Recent Move Means For Investors Jade Biosciences (JBIO) has caught investor attention after a sharp share price move over the past month, prompting a closer look at how its current fundamentals and recent trading performance line up. See our latest analysis for Jade Biosciences. At a share price of US$24.98, Jade Biosciences has seen momentum build, with a 7 day share price return of 6.3%, a 30 day share price return of 86.6% and a year to date share price return of...

Earlier in April 2026, Alkami Technology unveiled Alkami Code Studio, Alkami Engage, and a unified Digital Sales & Service Platform, adding generative AI, open-architecture development, and in-depth behavioral analytics to its cloud-based digital banking offering for banks and credit unions. Together, these tools deepen Alkami’s role inside clients’ development and engagement workflows, potentially making its platform harder to replace and more central to how financial institutions design,...

What recent returns tell you about National Storage Affiliates Trust National Storage Affiliates Trust (NSA) has caught investor attention after a recent share price move, with the stock showing different return patterns across the past week, past month and past 3 months. See our latest analysis for National Storage Affiliates Trust. Set against its latest share price of US$43.33, NSA’s recent momentum looks stronger over the past few months than over the very short term. The 30 day share...

Arrowhead Pharmaceuticals (ARWR) is back in focus after the EMA’s Committee for Medicinal Products for Human Use issued a positive opinion on REDEMPLO, its siRNA therapy for familial chylomicronemia syndrome in Europe. See our latest analysis for Arrowhead Pharmaceuticals. The CHMP opinion comes after a powerful run in the shares, with a 1 month share price return of 27.92% and a 7 day gain of 6.73%. The 1 year total shareholder return is very large, suggesting momentum has been building...

Glaukos stock reacts to CMS reimbursement milestone for Epioxa Glaukos (GKOS) is back in focus after the U.S. Centers for Medicare and Medicaid Services assigned a permanent HCPCS J-code to Epioxa for keratoconus treatment, a move that is expected to streamline reimbursement starting in July 2026. See our latest analysis for Glaukos. The CMS decision lands after a strong 30 day share price return of 17.74% and a 1 year total shareholder return of 29.50%, with momentum building on top of a...

In recent days, JetBlue Airways entered a US$500 million aircraft-secured financing framework, expanded its transatlantic network with new Boston–Barcelona seasonal service, and prepared to present its maintenance and operations capabilities at MRO Americas 2026 in Orlando. These developments come as Spirit Airlines’ financial distress raises the prospect of JetBlue capturing additional market share, especially on leisure-focused routes overlapping Spirit’s footprint. Next, we’ll examine how...

Guidewire Software recently launched Guidewire ProNavigator, an AI assistant embedded in its InsuranceSuite and InsuranceNow applications as part of the Palisades release, bringing role-specific, context-aware support directly into P&C policy, claims, billing, and customer service workflows. By combining governed, citation-backed AI guidance with new tools like the Jutro Developer Assistant and integrated pricing and claims enhancements, Palisades positions Guidewire as a deeper workflow...

In April 2026, Cadence Design Systems expanded its long-running collaboration with TSMC to deliver AI-focused IP and certified, end-to-end EDA design flows for TSMC’s N3, N2, A16 and A14 process technologies, while deepening separate alliances with NVIDIA and Google around agent-based AI design and cloud-native chip development. Together, these alliances position Cadence at the center of advanced-node and agentic AI chip design, linking its EDA platforms to leading foundry, cloud, and...

Earlier in April 2026, Uniti Group’s Kinetic unit announced major fiber broadband expansions across Georgia, North Carolina, Oklahoma, Texas and Florida, while Uniti also amended its charter to adjust the dividend payment election deadline for its Series A preferred stock. These moves underscore Uniti’s push to deepen its fiber footprint in fast-growing, subsidy-supported markets and refine its capital and shareholder framework at the same time. Next, we’ll examine how Kinetic’s multi-state...

Wondering if Datadog at around US$129.48 is offering fair value or a stretched price? This article breaks down what the current numbers say about the stock. Recent returns are mixed, with the share price showing a 0.2% decline over 7 days, a 13.1% gain over 30 days, and returns of 27.3% over 1 year and 98.0% over 3 years. Year to date the stock is down 3.2% and up 61.5% over 5 years. These moves have kept Datadog on the radar for investors who are reassessing growth potential and risk,...

Why new lithium sector worries have put Sociedad Química y Minera de Chile (SQM) in the spotlight Sociedad Química y Minera de Chile (SQM) is drawing fresh attention after recent research from Rothschild & Co Redburn highlighted possible lithium market oversupply ahead and a less favorable risk or reward setup for producers. This sector wide caution is intersecting with debate around SQM’s current valuation and the sensitivity of its earnings path to Chilean regulation and project execution,...

Lumentum Holdings (LITE) is back in focus after Nvidia agreed to a multiyear partnership that includes a US$2b investment in Lumentum’s data center optics capacity and R&D, tied to AI infrastructure demand. See our latest analysis for Lumentum Holdings. The Nvidia agreement comes after an already sharp move, with a 30 day share price return of 25.46% and a 90 day share price return of 137.86%, while the 1 year total shareholder return is very large, hinting that momentum has been building...

Planet Labs PBC (NYSE:PL) reports its first ever profitable full fiscal year. The company also generates positive cash for the year, marking a shift toward a cash-generative platform model. Management highlights robust revenue growth and expanding government contracts as key drivers of the new profile. Planet Labs PBC, known for its Earth observation satellite fleet and data platform, is moving from a growth-centric story toward one focused on consistent cash generation. For readers...

Why Insulet’s recent device correction and mixed sentiment matter for investors Insulet (PODD) is back in focus after a voluntary Medical Device Correction for certain Omnipod 5 pod lots, mixed analyst reactions, and louder commentary about GLP-1 competition and future growth potential. See our latest analysis for Insulet. Recent headlines, including the Omnipod 5 device correction, mixed commentary on GLP-1 competition, and updated earnings guidance, have coincided with weaker momentum, with...

Dorchester Minerals, L.P. recently announced its first-quarter 2026 cash distribution of US$0.475036 per common unit, covering activity through March 31 and payable on May 14 to unitholders of record as of May 4. The update also revealed that while royalty properties generated about US$26.6 million of cash receipts, net profits interests produced no cash receipts because Bakken capital expenditures were reserved by the operating partnership for drilling commitments. We’ll now examine how the...

In April 2026, InMode Ltd. reaffirmed its revenue guidance, projecting US$81.5 million to US$81.7 million for first-quarter 2026 and US$365 million to US$375 million for full-year 2026. This confirmation of management’s outlook underscores the company’s confidence in its current operating trajectory and demand visibility across its aesthetic medical device portfolio. Now we’ll examine how reaffirmed 2026 revenue guidance might influence InMode’s investment narrative built around growth,...

Taylor Morrison Home (TMHC) drew fresh attention after first quarter 2026 results exceeded revenue and profit forecasts, even as sales and net income declined sharply. The report lifted the stock and reinforced interest in the homebuilder. See our latest analysis for Taylor Morrison Home. The recent earnings beat and active buyback have come against a backdrop of mixed price action. The 30 day share price return is 10.31% and the 1 year total shareholder return is 10.44%, while the 5 year...

In April 2026, The Wendy's Company said it would close 5% to 6% of its US stores after a slightly weaker-than-expected first quarter for same-store sales, reflecting pressure from rising costs, shifting consumer behavior, and a tough quick-service restaurant landscape. At the same time, Wendy's continued expanding internationally, including reaching 100 restaurants in the Philippines, underscoring a sharper contrast between pruning underperforming US locations and leaning into higher-growth...