U.S. REITS Stock News

NasdaqGS:CPB
NasdaqGS:CPBFood

Is Campbell Soup (CPB) Now Offering Value After Prolonged Share Price Weakness

If you are wondering whether Campbell's current share price still reflects the value of a classic consumer brand, you are not alone. This article is built to help you size that up calmly. At a last close of US$26.86, the stock has seen a 0.4% decline over 7 days, a 1.9% decline over 30 days, and is down 3.1% year to date, with a 29.2% decline over 1 year and a 42.5% decline over 3 years. These moves sit against an ongoing stream of news around packaged food companies, including debates on...
NasdaqGS:TERN
NasdaqGS:TERNPharmaceuticals

Terns Pharmaceuticals (TERN) Valuation Check After Strong Recent Share Price Run And CML Narrative Shift

Terns Pharmaceuticals (TERN) has drawn attention after recent trading, with the stock closing at US$40.92. For investors, the clinical stage focus on oncology and obesity raises questions about how current pricing reflects trial progress and cash needs. See our latest analysis for Terns Pharmaceuticals. While the share price slipped around 1% on the day to US$40.92, it remains on a strong short term run, with a 16.61% 1 month share price return and a 45.57% 3 month share price return,...
NasdaqGS:RUSH.A
NasdaqGS:RUSH.ATrade Distributors

A Look At Rush Enterprises (RUSH.A) Valuation After Its Fourth Quarter Earnings Beat And Dividend Announcement

Rush Enterprises (RUSH.A) is back in focus after fourth quarter results and a fresh dividend declaration, as investors weigh solid aftermarket performance, cost control and share repurchases against softer revenue and earnings figures. See our latest analysis for Rush Enterprises. The earnings beat and dividend announcement come against a share price of US$71.65, with a 30 day share price return of 14.24% and a 90 day gain of 37.63%. The 5 year total shareholder return of 164.85% suggests...
NasdaqGS:PTON
NasdaqGS:PTONLeisure

Why Peloton Interactive (PTON) Is Down 7.7% After Forecasting a Fifth Year of Revenue Declines - And What's Next

In recent updates, Peloton’s leadership indicated that revenue is expected to fall again in fiscal 2026, marking a fifth straight annual decline, even as cost cuts, layoffs and lower net debt have supported positive free cash flow. This combination of shrinking sales but improving balance sheet strength and cash generation underscores a business in transition, where profitability gains are emerging without a clear path back to growth. Next, we’ll examine how management’s expectation of...
NasdaqGS:LFST
NasdaqGS:LFSTHealthcare

LifeStance Health Group (LFST) Profit Turn Challenges Skeptical Earnings Narratives

LifeStance Health Group (LFST) capped FY 2025 with fourth quarter revenue of US$382.2 million and basic EPS of US$0.03, while trailing twelve month revenue reached about US$1.4 billion with basic EPS of US$0.03. The company has seen revenue move from US$325.5 million in Q4 FY 2024 to US$382.2 million in Q4 FY 2025, alongside a shift in quarterly basic EPS from a loss of US$0.02 to a profit of US$0.03. This places improving profitability metrics at the center of the current earnings...
NYSE:HRI
NYSE:HRITrade Distributors

Assessing Herc Holdings (HRI) Valuation After Recent Share Price Gains And Undervaluation Debate

Why Herc Holdings is on investors’ radar today Herc Holdings (HRI) has caught investor attention after recent share price moves, with the stock up 5.1% over the past day and 3.7% over the past week, while showing mixed returns over the month and past 3 months. See our latest analysis for Herc Holdings. That recent 5.1% 1 day share price gain and 10.9% 90 day share price return come against a year to date share price return of 2.3% decline. The 1 year total shareholder return is 4.8% and the 5...
NasdaqGM:SUPN
NasdaqGM:SUPNPharmaceuticals

A Look At Supernus Pharmaceuticals (SUPN) Valuation After Record Revenues And 2026 Guidance

Supernus Pharmaceuticals (SUPN) shares are in focus after the company reported record 2025 revenues alongside a full year net loss, issued 2026 guidance, and highlighted products Qelbree, GOCOVRI, ZURZUVAE, and ONAPGO as key contributors. See our latest analysis for Supernus Pharmaceuticals. The earnings announcement, new 2026 guidance and recent conference appearances have come alongside a 22.29% 90 day share price return and a 75.54% 1 year total shareholder return. This suggests momentum...
NYSE:CRGY
NYSE:CRGYOil and Gas

Crescent Energy (CRGY) Swings To TTM Profit Of US$132.9 Million Challenging Bearish Volatility Narrative

Crescent Energy (CRGY) closed FY 2025 with fourth quarter revenue of US$865.0 million and a small net loss of US$8.7 million, which translated into EPS of US$0.03 loss per share, while trailing 12 month revenue stood at about US$3.6 billion with net income of US$132.9 million and EPS of US$0.51. Over recent periods, revenue has ranged from US$744.9 million to US$950.2 million a quarter, with quarterly EPS swinging between a US$0.70 loss and a US$0.61 profit, so the latest numbers land in the...
NYSE:DQ
NYSE:DQSemiconductor

Is Daqo New Energy (DQ) Pricing Look Attractive After Recent Share Price Weakness

If you are wondering whether Daqo New Energy’s share price really reflects what the business is worth, you are not alone, and that is exactly what this article will unpack. The stock has recently been under pressure, with a 1.5% decline over the past week, 12.0% over the last month and 19.3% year to date. However, the 1 year return stands at 11.4%, while the 3 and 5 year returns sit at 50.9% and 72.2% declines respectively. This mix of shorter term weakness and a positive 1 year return...
NYSE:WHD
NYSE:WHDEnergy Services

Is It Time To Revisit Cactus (WHD) After The Recent Share Price Pullback

If you are trying to work out whether Cactus is attractively priced or not, the stock's recent moves and current valuation metrics give you quite a bit to think about. Cactus closed at US$51.56, with returns of 9.6% year to date, a 12.3% decline over the past week and an 8.7% decline over the past month, while the 1 year return sits at 0.2% and the 5 year return at 56.2%. These mixed short term moves against a relatively stronger multi year return profile set the backdrop for investors...
NYSE:AM
NYSE:AMOil and Gas

Antero Midstream (AM) Valuation Check After Strong Multi‑Period Shareholder Returns

What Antero Midstream’s Recent Performance Tells Investors Antero Midstream (AM) has drawn attention after a strong recent run, with the stock showing positive returns over the past week, month, past 3 months and year to date, alongside growing revenue and net income. See our latest analysis for Antero Midstream. At a share price of US$22.36, Antero Midstream’s recent 19.2% 1 month share price return and 24.6% year to date share price return sit alongside a 45.1% 1 year total shareholder...
NYSE:RRX
NYSE:RRXElectrical

How Regal Rexnord’s Q4 Beat and Data Center Momentum Could Reframe the RRX Investment Thesis

Regal Rexnord recently reported fourth-quarter 2025 results that exceeded analyst expectations on both earnings per share and revenue, helped by a lower tax rate despite operational challenges. Analysts have highlighted strong data center awards and expanding high-content power management roles as potentially reshaping how investors view Regal Rexnord’s growth and earnings profile. We’ll now explore how this earnings beat and upbeat commentary on data center demand may influence Regal...
NasdaqGS:LBRD.K
NasdaqGS:LBRD.KMedia

How Investors Are Reacting To Liberty Broadband (LBRD.K) Director Share Sale Amid Mixed Business Signals

Liberty Broadband director David Wargo recently sold 25,000 shares of the company’s stock, drawing attention to insider activity at the business. This insider sale comes as Liberty Broadband faces weak financial performance signals but improved operational metrics and more constructive earnings guidance. We’ll now examine how this insider selling, alongside ongoing Neutral analyst sentiment, shapes Liberty Broadband’s broader investment narrative. The future of work is here. Discover the...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Intel And SambaNova Partnership Puts AI Chip Ambitions In Focus

Intel, ticker NasdaqGS:INTC, has entered a multi year partnership with AI hardware firm SambaNova to expand its AI chip ecosystem. As part of the agreement, Intel is investing in SambaNova’s $350 million Series E funding round. The two companies plan to combine SambaNova’s AI accelerator chips with Intel processors and networking products to offer full stack AI solutions for enterprise and data center clients. For investors watching NasdaqGS:INTC, this move comes as Intel trades around...
NYSE:DECK
NYSE:DECKLuxury

Assessing Deckers Outdoor (DECK) Valuation After Strong Q3 2026 Earnings Beat

Deckers Outdoor (DECK) is back in focus after Q3 2026 results came in ahead of Wall Street expectations on both revenue and adjusted EPS, sparking higher earnings estimates and renewed investor attention. See our latest analysis for Deckers Outdoor. The share price reaction to the earnings beat fits into a broader move, with a 30 day share price return of 19.22% and a 90 day return of 35.65%. However, the 1 year total shareholder return of a 13.78% decline contrasts with longer term gains of...
NasdaqGS:FANG
NasdaqGS:FANGOil and Gas

Diamondback Energy Tests New Growth Engine As Impairments Reset Portfolio Value

Diamondback Energy (NasdaqGS:FANG) is expanding organically into the Barnett and Woodford formations, without M&A or external capital. Management reports early Barnett wells are outperforming its Midland Basin core, with a focus on disciplined funding and operations. The company has recorded substantial Q4 impairment charges while working to cut well costs and improve efficiency in the new plays. For investors watching NasdaqGS:FANG, the news comes as the stock trades around $166.98, with a...
NYSE:GXO
NYSE:GXOLogistics

GXO Extends European Reach With Automated Hunkemöller Logistics Partnership

GXO Logistics (NYSE:GXO) has agreed a multi year partnership to run Hunkemöller’s logistics operations in the Netherlands and across Europe. The deal covers Hunkemöller’s first outsourcing of its B2B logistics, alongside its consumer fulfillment activities. The partnership uses GXO’s technology driven, multi channel logistics model to support both retail stores and e commerce. For you as an investor looking at NYSE:GXO, this move sits within GXO’s core contract logistics business, where...
NasdaqGS:KLIC
NasdaqGS:KLICSemiconductor

How Insider Share Sales Amid Prolonged Margin Pressure At Kulicke and Soffa (KLIC) Have Changed Its Investment Story

In recent months, Kulicke and Soffa Industries has faced ongoing revenue and margin pressure as customers postponed equipment purchases, while Director Mui Sung Yeo sold 19,143 shares in an open-market transaction worth about US$1.38 million, reducing her direct stake but retaining more than 78,000 shares. This combination of insider selling and several years of weaker earnings and profitability, despite broader enthusiasm for AI-related demand, has raised questions about how firmly the...
NasdaqGS:VNOM
NasdaqGS:VNOMOil and Gas

How Viper’s Permian Expansion and Bigger Payouts Will Impact Viper Energy (VNOM) Investors

In February 2026, Viper Energy reported a past year of rapid production growth, very large mineral acquisitions in the Permian Basin, and 2025 revenue of US$1.40 billion alongside a net loss of US$68 million driven by non‑cash items. The company paired this expansion with a 15% increase in its annual base dividend to US$1.52 per share and completion of a share repurchase program retiring more than one‑fifth of its stock, signaling a strong commitment to returning cash to shareholders. We’ll...
NasdaqGS:BBIO
NasdaqGS:BBIOBiotechs

What BridgeBio Pharma (BBIO)'s Surging 2025 Revenue and Growing Losses Means For Shareholders

BridgeBio Pharma, Inc. has reported its fourth-quarter and full-year 2025 results, with Q4 revenue rising to US$154.18 million from US$5.88 million a year earlier and full-year 2025 revenue reaching US$502.08 million, while the company’s annual net loss increased to US$724.93 million and basic loss per share from continuing operations was US$3.78. Management framed these results as a turning point, highlighting accelerating commercial traction for ATTR-CM drug Attruby and multiple positive...
NYSE:LOW
NYSE:LOWSpecialty Retail

How 2026 Sales and Margin Guidance At Lowe's (LOW) Has Changed Its Investment Story

Lowe’s Companies has already reported fourth-quarter and full-year 2025 results, with sales rising to US$20,584 million for the quarter and US$86,286 million for the year, while net income and earnings per share eased compared with the prior year. The company also issued 2026 guidance calling for total sales of US$92.00 billion to US$94.00 billion, operating margins above 11%, and EPS of about US$11.75 to US$12.25, underpinned by recent acquisitions that are expected to materially lift...
NYSE:NSA
NYSE:NSASpecialized REITs

National Storage Affiliates Trust Sharpens Platform With Q4 Progress And Portfolio Moves

National Storage Affiliates Trust (NYSE:NSA) reported solid Q4 operational progress, including better occupancy metrics and revenue trends across most markets. The company completed the consolidation of another brand, aiming to simplify its platform and improve operational consistency. NSA continued to refine its portfolio through asset sales, new acquisitions and joint ventures, while keeping liquidity conditions supportive of these moves. For investors tracking NYSE:NSA, the recent...
NasdaqGS:CHDN
NasdaqGS:CHDNHospitality

Churchill Downs (CHDN) Margin Decline Tests Bullish Growth Narratives After FY 2025 Results

Churchill Downs (CHDN) has wrapped up FY 2025 with fourth quarter revenue of US$665.9 million and basic EPS of US$0.71, alongside trailing twelve month revenue of US$2.9 billion and EPS of US$5.36. The company has seen quarterly revenue move from US$624.2 million in Q4 2024 to US$665.9 million in Q4 2025, while basic EPS shifted from US$0.99 to US$0.71 over the same period. This sets up a contrast with a trailing net margin of 13.1% versus 15.6% a year earlier, which keeps investor attention...
NYSE:SILA
NYSE:SILAHealth Care REITs

A Look At Sila Realty Trust (SILA) Valuation After Earnings, Acquisitions, Dividend Affirmation And Index Additions

Sila Realty Trust (SILA) caught investor attention after a fresh earnings release and a reaffirmed quarterly dividend, combining updated financials with a continued cash payout that speaks directly to income focused shareholders. See our latest analysis for Sila Realty Trust. The fresh earnings release, dividend affirmation and earlier index inclusions come against a share price of US$26.03, with a 30 day share price return of 6.33% and year to date share price return of 10.77%, suggesting...