U.S. REITS Stock News

NYSE:CRD.B
NYSE:CRD.BInsurance

Crawford (CRD.B) Margin Squeeze And Q4 EPS Loss Test Bullish Earnings Growth Narrative

Crawford (CRD.B) has wrapped up FY 2025 with fourth quarter revenue of US$353.6 million and a basic EPS loss of US$0.15, capping off a year where trailing twelve month revenue reached about US$1.3 billion and EPS came in at US$0.40. Over recent periods, quarterly revenue has moved between US$312.0 million and US$353.6 million, while basic EPS has ranged from US$0.12 to US$0.25 before the most recent loss. This leaves investors weighing a thin 1.5% trailing net margin against the prospect of...
NYSE:ALL
NYSE:ALLInsurance

Assessing Allstate (ALL) Valuation After Recent Share Price Momentum And Margin Expectations

Why Allstate stock is on investors’ radar today Allstate (ALL) is drawing fresh attention after recent trading that left the shares at a last close of $213.61, prompting investors to reassess the insurer’s value, returns and underlying fundamentals. See our latest analysis for Allstate. The latest uptick, with a 1-day share price return of 0.40% and a 30-day share price return of 7.35%, comes on top of a 1-year total shareholder return of 9.99% and a 5-year total shareholder return of...
NYSE:VIK
NYSE:VIKHospitality

Viking Holdings (VIK) Profitability Turnaround Reinforces Bullish Narratives Despite Premium P/E

Viking Holdings (VIK) has put up another busy quarter, with Q3 FY 2025 revenue at US$2.0b and basic EPS of US$1.16 on net income of US$514.1m, giving investors a clean snapshot of how the business is currently earning its keep. The company has seen quarterly revenue move from US$1.3b in Q4 FY 2024 to US$1.9b in Q2 FY 2025 and US$2.0b in Q3 FY 2025, while basic EPS has ranged from a loss of US$0.24 in Q1 FY 2025 to positive readings of US$0.99 and US$1.16 in Q2 and Q3 respectively. This sets...
NYSE:EVTC
NYSE:EVTCDiversified Financial

EVERTEC Buyback Expansion Highlights Valuation Gap And Latin America Progress

EVERTEC (NYSE:EVTC) has expanded its share repurchase authorization and extended the duration of the program. The update follows a period of record revenue and growth in Latin America driven by acquisitions and digitalization. The larger, longer buyback plan reflects management's stated confidence in the company’s ongoing transformation. EVERTEC, trading around $28.83, has seen its share price move sharply in the short term, with a 14.5% gain over the past week. Over longer periods, returns...
NasdaqGS:WSFS
NasdaqGS:WSFSBanks

WSFS Financial (WSFS) Margin Improvement Reinforces Earnings Stability Narrative In FY 2025 Results

WSFS Financial (WSFS) just wrapped up FY 2025 with Q4 total revenue of US$259.2 million and basic EPS of US$1.34, alongside trailing twelve month revenue of US$1.0 billion and EPS of US$5.11. Over the past few quarters, revenue has ranged from US$238.8 million to US$263.9 million while quarterly EPS has moved between US$1.13 and US$1.37. This gives investors a clear view of how the top and bottom lines have tracked together across the year. Taken together with the reported net profit margin...
NYSE:UNFI
NYSE:UNFIConsumer Retailing

Do Climate‑Linked Dairy Partnerships Might Change The Case For Investing In United Natural Foods (UNFI)?

Recently, Organic Valley announced a collaboration with Stonyfield Organic, United Natural Foods (UNFI), and Whole Foods Market to launch third‑party‑verified “Verified Impact Units” based on carbon insetting, enabling shared investment in farm‑level emissions‑reduction projects across the U.S. organic dairy supply chain. This model ties UNFI directly into measurable, transparently reported climate outcomes at the farm level, strengthening its role in lower‑impact, traceable food...
NYSE:NET
NYSE:NETIT

Cloudflare (NET) Is Up 9.2% After Post‑Quantum SASE Launch And ESOP Shelf - Has The Bull Case Changed?

In late February 2026, Cloudflare filed a shelf registration for up to US$3.63 billion of Class A common stock linked to an ESOP-related offering, while also unveiling what it calls the first fully post-quantum-ready Secure Access Service Edge platform and deepening its cyber defense collaboration with Mastercard. Together, these moves highlight Cloudflare’s twin focus on scaling its employee ownership and balance-sheet flexibility while pushing the frontier of post-quantum security and...
NasdaqGS:EVGO
NasdaqGS:EVGOSpecialty Retail

EVgo (EVGO) Revenue Growth Versus Persistent Losses Tests Bullish Narratives After Q3 Results

EVgo (EVGO) has just posted another loss making quarter, with Q3 FY 2025 revenue of US$92.3 million alongside basic EPS of a US$0.09 loss and net income of a US$12.3 million loss, while the trailing twelve months show revenue of US$333.1 million and basic EPS of a US$0.38 loss. Over recent quarters the company has seen revenue move from US$66.6 million in Q2 FY 2024 to US$67.5 million in Q3 FY 2024, then to US$67.5 million in Q4 FY 2024, and up to US$75.3 million, US$98.0 million and US$92.3...
NYSE:MRP
NYSE:MRPSpecialized REITs

Millrose Properties Q4 FFO And EPS Strength Reinforces Bullish Narratives Despite Dividend Concerns

Millrose Properties (MRP) has wrapped up FY 2025 with fourth quarter revenue of US$189.5 million and basic EPS of US$0.74, capping a trailing twelve month line up that shows revenue of US$600.5 million and EPS of US$2.44. Over the past year, the company has seen quarterly revenue move from US$82.7 million in Q1 2025 to US$189.5 million in Q4 2025, while quarterly EPS shifted from US$0.39 to US$0.74. This sets up a story where higher revenue and per share earnings support healthier margins and...
NYSE:ASAN
NYSE:ASANSoftware

Asana (ASAN) Losses Narrow In Q4 EPS Result Challenging Bearish Profitability Narratives

Asana (ASAN) just wrapped up FY 2026 with Q4 revenue of US$205.6 million and a basic EPS loss of US$0.14, alongside trailing 12 month revenue of US$790.8 million and a full year EPS loss of US$0.80 that keeps profitability squarely in focus for investors. Over the past six quarters, the company has seen quarterly revenue move from US$183.9 million in Q3 FY 2025 to US$205.6 million in Q4 FY 2026, while quarterly EPS losses have ranged between US$0.25 and US$0.29 for much of that period before...
NYSE:TUYA
NYSE:TUYASoftware

Tuya (TUYA) Profitability Milestone Tests Bullish Narratives Around Premium P/E And DCF Gap

Tuya (TUYA) has just put another quarter of profitability on the board, with Q3 FY 2025 revenue of US$82.5 million and basic EPS of US$0.02, giving investors a clear read on how its smart IoT platform is scaling. Over the past few quarters, the company has seen revenue move from US$73.3 million in Q2 FY 2024 to US$82.1 million in Q4 FY 2024 and then US$82.5 million in Q3 FY 2025, while basic EPS shifted from a loss of US$0.01 in Q3 FY 2024 to positive US$0.02 in Q3 FY 2025, setting the stage...
NYSE:INGM
NYSE:INGMElectronic

Ingram Micro Holding (INGM) EPS Jump Reinforces Bullish Margin Expansion Narrative

Ingram Micro Holding (INGM) just posted its FY 2025 fourth quarter numbers, with revenue of about US$14.9b, basic EPS of US$0.52 and net income excluding extraordinary items of US$121.41m. The company has seen quarterly revenue move from US$13.3b in Q4 2024 to US$14.9b in Q4 2025, while basic EPS went from US$0.36 to US$0.52. Trailing twelve month EPS stands at US$1.40 on revenue of about US$52.6b and net income of US$327.88m. This sets up a story in which relatively thin but improving...
NasdaqGS:WYNN
NasdaqGS:WYNNHospitality

Wynn Resorts (WYNN) Margin Compression Challenges Bullish Earnings Growth Narratives

Wynn Resorts (WYNN) closed out FY 2025 with Q4 revenue of US$1,866 million and basic EPS of US$0.97, while net income excluding extra items came in at US$100 million as the company continued to translate its resort operations into bottom line profits. Over the year, quarterly revenue has ranged from US$1,700 million to US$1,866 million, with basic EPS moving from US$0.64 in Q2 to US$0.97 in Q4. This gives investors a clear view of how earnings scaled alongside a relatively steady top line...
NYSE:BKH
NYSE:BKHIntegrated Utilities

Assessing Black Hills (BKH) Valuation After Its Recent Share Price Momentum

Black Hills (BKH) is back on investors’ radar after recent share price moves, with the stock closing at $74.30. You might be asking whether this US utility’s current valuation aligns with its fundamentals. See our latest analysis for Black Hills. The recent move to $74.30 sits within a steady upswing, with a 90 day share price return of 4.43% and a 1 year total shareholder return of 27.56%, suggesting momentum has been building rather than fading. If this kind of steady utility performance...
NasdaqGS:FSTR
NasdaqGS:FSTRMachinery

L.B. Foster (FSTR) Margin Compression To 1% Puts Bullish Narratives Under Review

L.B. Foster (FSTR) just turned in its latest FY 2025 scorecard with Q3 revenue of about US$138.3 million and basic EPS of US$0.42, alongside trailing twelve month revenue of roughly US$507.8 million and EPS of US$0.47. Over recent quarters, the company has seen revenue range from US$97.8 million to US$143.6 million, while quarterly EPS has swung between a loss of US$0.20 and a gain of US$3.35, setting up a mixed backdrop for how you read this print. With trailing net margin sitting at 1%...
NasdaqGS:TDUP
NasdaqGS:TDUPSpecialty Retail

ThredUp (TDUP) Halves Trailing Losses Yet Premium Valuation Tests Bullish Narratives

ThredUp (TDUP) just posted its FY 2025 numbers with Q4 revenue of US$79.7 million and a basic EPS loss of US$0.04, while trailing 12 month revenue came in at US$310.8 million with a basic EPS loss of US$0.17. Over recent periods, the company has seen quarterly revenue move from US$67.3 million in Q4 2024 to US$79.7 million in Q4 2025. Quarterly basic EPS loss shifted from US$0.07 to US$0.04, setting up a picture of a business still in loss making territory but working to narrow the gap...
NasdaqGS:YORW
NasdaqGS:YORWWater Utilities

York Water (YORW) Margin Compression Tests Premium Valuation Narrative

York Water (YORW) has put up steady numbers for FY 2025 so far, with Q3 revenue at US$20.4 million and basic EPS at US$0.43, backed by trailing twelve month revenue of US$76.9 million and EPS of US$1.39 across the recent reporting run. The company has seen quarterly revenue range from US$18.5 million to US$20.4 million over the last three quarters, while EPS moved between US$0.25 and US$0.43. This sets a clear baseline for how current results fit into the recent trend. Margins remain central...
NasdaqGS:TREE
NasdaqGS:TREEConsumer Finance

LendingTree (TREE) Q4 EPS Surge Tests Bullish Margin Expansion Narrative

LendingTree (TREE) has just posted its FY 2025 numbers, headlined by Q4 revenue of US$319.7 million and basic EPS of US$10.54, with trailing twelve month revenue at US$1.1 billion and EPS of US$11.14 setting the broader backdrop. The company has seen quarterly revenue move from US$260.8 million in Q3 2024 to US$319.7 million in Q4 2025. Over the same period, basic EPS swung from a loss of US$4.34 in Q3 2024 to US$10.54 in the latest quarter, leaving investors to focus on how durable these...
NYSE:DE
NYSE:DEMachinery

How Upgraded Earnings Guidance And Bayer Tech Tie-Up At Deere (DE) Has Changed Its Investment Story

In late February 2026, Deere & Company reported first-quarter results showing higher sales and revenue than a year earlier, raised its full-year 2026 net income guidance to US$4.50–US$5.00 billion, declared a US$1.62 quarterly dividend, and announced the defeat of several shareholder proposals at its annual meeting. Alongside improving demand indicators and a new digital connectivity capability with Bayer’s FieldView platform, these developments highlight Deere’s focus on higher-value...
NasdaqGS:SENS
NasdaqGS:SENSMedical Equipment

Senseonics Holdings (SENS) Q3 Revenue Doubles Year On Year Yet Losses Keep Bear Case In Play

Senseonics Holdings (SENS) just posted its FY 2025 third quarter numbers, with revenue at US$8.1 million and a basic EPS loss of US$0.43, while net income excluding extra items came in at a loss of US$19.5 million. The company has seen quarterly revenue move from US$4.3 million in Q3 2024 to US$8.1 million in Q3 2025, alongside quarterly basic EPS shifting from a loss of US$0.77 to a loss of US$0.43 over the same stretch. For investors, this set of results puts the focus squarely on how...
NYSE:MO
NYSE:MOTobacco

Assessing Altria Group (MO) Valuation After Recent Share Price Momentum And Mixed Signals

Altria Group (MO) is back on income investors’ radar as they assess its recent share performance, healthy profit levels, and valuation metrics in light of its role as a mature US tobacco company. See our latest analysis for Altria Group. While the latest share price of $68.89 is only slightly above its prior close, the 30 day share price return of 11.13% and year to date share price return of 20.21% suggest positive momentum, supported by a 1 year total shareholder return of 31.13% and a 5...
NYSE:TNL
NYSE:TNLHospitality

A Look At Travel + Leisure (TNL) Valuation After New Buyback Dividend Move And Weaker Profit Results

Travel + Leisure (TNL) has drawn fresh attention after pairing fourth quarter and full year 2025 results with a recommended US$0.60 quarterly dividend and a new US$750 million share repurchase program. See our latest analysis for Travel + Leisure. Those capital return moves have landed against a backdrop of firm recent momentum, with a 1 month share price return of 7.23% and a 1 year total shareholder return of 44.13%, while the 3 year total shareholder return of 101.22% points to a strong...
NasdaqGS:JAKK
NasdaqGS:JAKKLeisure

JAKKS Pacific (JAKK) Margin Squeeze Challenges Bullish Earnings Growth Narrative

JAKKS Pacific (JAKK) has just closed out FY 2025 with Q4 revenue of US$127.1 million and a basic EPS loss of US$0.47, while trailing 12 month EPS stood at US$0.88 on revenue of US$570.7 million. Over recent quarters the company has seen revenue move from US$321.6 million in Q3 FY 2024 to US$211.2 million in Q3 FY 2025, with basic EPS shifting from US$4.78 to US$1.78 over the same periods, setting up a results season in which investors will be watching how those earnings forecasts and margin...
NYSE:ATO
NYSE:ATOGas Utilities

Assessing Atmos Energy (ATO) Valuation After Recent Share Price Strength And Premium P/E Multiple

Atmos Energy stock in focus Atmos Energy (ATO) has drawn fresh attention after recent trading, with the share price closing at US$186. With that move, many investors are revisiting how its long term returns compare with current fundamentals. See our latest analysis for Atmos Energy. Despite a small 1 day share price return decline, Atmos Energy’s recent momentum is positive, with a 30 day share price return of 11.82% and a 1 year total shareholder return of 26.97% pointing to growing investor...