U.S. REITS Stock News

Kiniksa Pharmaceuticals International (KNSA) closed FY 2025 with Q4 revenue of US$202.1 million and basic EPS of US$0.19, alongside net income of US$14.2 million. On a trailing twelve month basis, revenue was US$677.6 million with basic EPS of US$0.80 and net income of US$59.0 million. The company’s quarterly revenue moved from US$122.5 million and a basic EPS loss of US$0.12 in Q4 2024 to US$202.1 million and basic EPS of US$0.19 in Q4 2025. Over the same period, trailing twelve month net...

Keytruda patent risk puts Merck (MRK) restructuring in focus Merck (MRK) is splitting its human health business into two units, Oncology and Specialty, Pharma & Infectious Diseases, as it prepares for Keytruda’s expected 2028 patent expiry and potential biosimilar competition. The move creates a dedicated home for cancer drugs such as Keytruda, while vaccines and non oncology treatments like Gardasil and ENFLONSIA are placed in a separate unit with their own leadership and priorities. See our...

Iron Mountain’s Recent Stock Move in Context Iron Mountain (IRM) has been drawing attention after a recent share move, with the stock last closing at $111.78. For investors, the key question is how that price lines up with the company’s fundamentals. See our latest analysis for Iron Mountain. While the share price slipped 1.29% on the day, Iron Mountain’s 30-day share price return of 19.12% and year to date gain of 34.29%, alongside a 5-year total shareholder return of 302.34%, point to...

CareDx (CDNA) just wrapped up FY 2025 with Q4 revenue of US$108.4 million, basic EPS of US$0.08 loss, and net income loss of US$4.1 million, while trailing twelve month figures show revenue of US$379.8 million and a net income loss of US$21.4 million. Over recent quarters, the company has seen revenue move from US$86.6 million in Q2 2025 to US$100.1 million in Q3 2025 and then to US$108.4 million in Q4 2025, with EPS shifting from a US$0.19 loss in Q1 2025 to a small profit of US$0.03 in Q3...

Primoris Services (PRIM) has wrapped up FY 2025 with Q4 revenue of US$1.9b and basic EPS of US$0.96, while trailing twelve month revenue reached about US$7.6b and EPS came in at US$5.09 as earnings grew 52% over the past year. The company has seen revenue move from US$6.4b to US$7.6b and trailing net income rise from US$180.9m to US$274.9m over the last year, presenting a picture of expanding profits and firmer margins across the construction and infrastructure work it delivers. See our full...

Why MPLX’s latest distribution move is drawing attention MPLX (MPLX) recently lifted its quarterly distribution by 12.5%, a decision backed by contracted cash flows tied to Marathon Petroleum. That increase, along with the support behind it, is what has investors paying attention. See our latest analysis for MPLX. The recent distribution increase comes as MPLX units trade at US$58.53, with a 30-day share price return of 6.87% and a 1-year total shareholder return of 19.79%, while the 5-year...

What Avidity Biosciences’ Recent Returns Signal for Investors Avidity Biosciences (RNA) has drawn attention after a 1 day return close to flat, modest moves over the past week and month, and a very large total return over the past year. For investors, those figures sit alongside a revenue base of US$18.755 million and a reported net loss of US$684.631 million. This highlights that the company remains firmly in a development focused phase. See our latest analysis for Avidity Biosciences. With...

Day One Biopharmaceuticals (DAWN) just reported its FY 2025 numbers, with Q4 total revenue of US$53.7 million and a net loss of US$21.3 million, setting the tone for how investors will read the year as a whole. The company has seen quarterly revenue move from US$29.2 million in Q4 2024 to US$53.7 million in Q4 2025, while Basic EPS shifted from a loss of US$0.64 per share in Q4 2024 to a loss of US$0.19 per share in Q3 2025, giving investors a clear view of how top line scale and loss levels...

Wells Fargo recently announced it will redeem all 140,400 outstanding Series BB preferred shares on March 16, 2026, while also appointing Dennis Devine as head of Business Banking to oversee clients with up to US$25.00 million in annual sales. Together with a series of new senior note offerings and ongoing preferred dividends, these moves highlight Wells Fargo’s active reshaping of its capital structure and leadership bench at the same time. We’ll now examine how the full redemption of...

If you are wondering whether Broadcom's share price still reflects fair value after a strong multi year run, this article will help you break that question into clear valuation checks. The stock last closed at US$332.31, with a 7 day return of 0.4% decline, a 30 day return of 2.3%, a year to date return of 4.4% decline and a 1 year return of 57.5%, while the 3 year return is very large and the 5 year return is close to 7x. Recent headlines around Broadcom have focused on its position within...

Setting the scene on ACV Auctions ACV Auctions (ACVA) has drawn investor attention after a prolonged share price slump, with the stock showing negative returns over the past month, past 3 months, and year to date. At a last close of US$4.51, the wholesale digital auction platform sits against a backdrop of reported annual revenue of US$759.6 million and a net loss of US$66.1 million. This raises questions about how the business fundamentals compare with recent market sentiment. See our latest...

Universal Insurance Holdings FY 2025 Earnings Snapshot Universal Insurance Holdings (UVE) has wrapped up FY 2025 with fourth quarter total revenue of US$407.9 million and basic EPS of US$2.40, alongside net income of US$66.6 million as investors weigh these results against a year where net profit margin moved from 3.9% to 11.4% and earnings growth was very large at about 210.5% year over year. Over recent periods the company has seen total revenue shift from US$384.8 million and basic EPS of...

Moveworks has obtained FedRAMP Moderate Authorization, supported by its integration with ServiceNow, for its AI powered automation platform for US government agencies. The authorization allows federal and public sector organizations to use Moveworks' AI workflow and conversational tools while aligning with US government security and compliance standards. This development highlights the growing role of ServiceNow's AI ecosystem in regulated environments, including the US public sector. For...

Meta Platforms (NasdaqGS:META) has agreed a multi year AI hardware partnership with AMD valued at over $100b. The deal includes capacity for up to 6 gigawatts of AMD AI GPUs to power Meta's next generation infrastructure. Meta also secured a performance based warrant that could allow it to acquire up to 10% of AMD shares. Meta Platforms, trading at $653.69, is tying a very large AI hardware commitment directly to its core infrastructure plans. The stock is up 279.6% over 3 years and 157.7%...

Ternium S.A. has reported its fourth-quarter and full-year 2025 results, with annual sales of US$15,609.09 million and net income of US$425.23 million, and its board intends to propose a total 2025 annual dividend of US$0.27 per share (US$2.70 per ADS), including the interim amount already paid. If shareholders approve the board’s plan at the May 12, 2026 meeting, investors would receive a further US$0.18 per share (US$1.80 per ADS) on May 15, 2026, highlighting how Ternium is balancing a...

Abercrombie & Fitch recently came under pressure after a US administration decision to lift global tariff rates to 15%, heightening cost and supply-chain risks for retailers reliant on international trade. For Abercrombie & Fitch, the tariff change sharpens focus on how its sourcing footprint and cost controls might influence profitability and operational flexibility over time. We’ll now examine how the heightened tariff burden affects Abercrombie & Fitch’s investment narrative, particularly...

Laureate Education (NasdaqGS:LAUR) expanded its share repurchase authorization by $250 million, bringing the total program size to $400 million. The company has already completed a major tranche of this enlarged buyback, reducing its outstanding equity float. The move reflects management’s view of Laureate Education’s business outlook and capital allocation approach. For investors tracking Laureate Education, the larger buyback comes with the stock trading around $33.86, after a 71.9%...

Why Innovative Industrial Properties is on investors’ radar Innovative Industrial Properties (IIPR) has been drawing attention after recent share price moves, with the stock showing mixed short and longer term returns that may prompt investors to reassess its REIT profile. See our latest analysis for Innovative Industrial Properties. The recent 7 day share price return of 14.14% and 1 month share price return of 7.91% suggest momentum is building in the short term, even as the 1 year total...

Legal overhang and earnings expectations come into focus Hawaiian Electric Industries (HE) is back in the spotlight after clearing a major legal hurdle tied to the 2023 Maui wildfires, and investors are also looking ahead to an expected earnings figure of US$0.24 per share. See our latest analysis for Hawaiian Electric Industries. At a share price of US$15.78, Hawaiian Electric has seen a 33.84% 90 day share price return and a 24.94% year to date share price return. Its 46.38% 1 year total...

STAAR Surgical (STAA) is back in focus after the U.S. FDA approved an expanded age indication for its EVO and EVO+ Visian Implantable Collamer Lenses, lifting the upper limit from 45 to 60 years. See our latest analysis for STAAR Surgical. The FDA age expansion comes as STAAR Surgical’s 7 day share price return of 12.58% contrasts with a 90 day share price decline of 24.15% and a 3 year total shareholder return decline of 65.58%, suggesting recent momentum after a tough longer stretch. If...

If you are wondering whether Tractor Supply's current share price lines up with its underlying value, this article will walk through what the numbers actually say. The stock recently closed at US$51.77, with a 1.5% decline over the last 7 days and a 6.8% decline over the past month, while still showing a 1.8% gain year to date, returns of 20.8% over 3 years and 81.4% over 5 years. Recent coverage around Tractor Supply has focused on its position in the US retail sector and how investor...

CeriBell (CBLL) has just closed out FY 2025 with Q4 revenue of US$24.8 million and a basic EPS loss of US$0.36, while trailing 12 month revenue reached US$89.1 million and basic EPS over that period sat at a loss of US$1.46. The company has seen quarterly revenue move from US$18.5 million in Q4 2024 to US$24.8 million in Q4 2025, with basic EPS losses over those quarters ranging between US$0.36 and US$0.40, and trailing 12 month net income remaining in loss territory at US$53.4 million for...

Ironwood Pharmaceuticals (IRWD) just closed out FY 2025 with a mixed Q4 print, reporting revenue of US$47.7 million and a small net loss of US$2.3 million, which translated into EPS of US$0.15 for the trailing twelve months. The company has seen revenue move from US$351.4 million on a trailing basis in Q4 2024 to US$296.2 million in Q4 2025, while trailing EPS shifted from roughly flat at US$0.01 to US$0.15. This sets up a picture in which margins have recently firmed even as top line...

Earlier this week, Allegro MicroSystems held an Analyst Day where it outlined a 3–5 year financial model targeting mid-teens revenue growth and gross margins above 55%, prompting research firms to reaffirm positive views on the company’s long-term prospects. This upbeat outlook comes despite Allegro’s recent annual sales and earnings declines and relatively low free cash flow margins, highlighting a tension between ambitious growth targets and current financial constraints. We’ll now explore...