U.S. REITS Stock News

NasdaqGM:RYTM
NasdaqGM:RYTMBiotechs

Rhythm Pharmaceuticals (RYTM) Revenue Ramp With US$201.9m TTM Loss Tests Bullish Narratives

Rhythm Pharmaceuticals (RYTM) has just reported Q1 2026 results, with trailing twelve month revenue of about US$189.8 million and a net loss of roughly US$201.9 million, which translates into basic EPS of US$3.11 in losses. Over recent quarters, revenue has moved from US$41.8 million in Q4 2024 to US$57.3 million in Q4 2025, while quarterly basic EPS losses have ranged between about US$0.73 and US$0.82 per share. For investors, the focus is now on whether that expanding top line can...
NYSE:JELD
NYSE:JELDBuilding

JELD‑WEN (JELD) Losses Of US$622 Million Test Bullish Margin Recovery Narratives

JELD-WEN Holding (JELD) has reported its latest results with Q4 2025 revenue of US$802 million and a basic EPS loss of US$0.49, while trailing twelve month figures show revenue of about US$3.2 billion and a basic EPS loss of US$7.30. Over recent quarters, the company has seen revenue move from US$895.7 million in Q4 2024 to US$776.0 million in Q1 2025 and then into the US$800 million range in Q2 to Q4 2025. This has come alongside basic EPS losses between roughly US$0.26 and US$4.30 per...
NasdaqGM:TCMD
NasdaqGM:TCMDMedical Equipment

Tactile Systems Technology (TCMD) Net Margin Stasis Tests Bullish Earnings Acceleration Narrative

Tactile Systems Technology (TCMD) has just posted its latest figures, with Q4 2025 revenue at US$103.6 million and net income of US$10.6 million, translating to basic EPS of US$0.47 ahead of its Q1 2026 reporting frame. The company has seen revenue step up from US$73.1 million in Q3 2024 to US$85.6 million in Q4 2024 and then to US$103.6 million in Q4 2025, while quarterly basic EPS moved from US$0.21 to US$0.40 and then to US$0.47 over the same period. This has drawn investor attention to...
NasdaqGS:OFIX
NasdaqGS:OFIXMedical Equipment

Orthofix Medical Q1 Preview Shrinking Losses Test Bullish Profitability Narratives

Orthofix Medical (OFIX) opened 2026 by reporting Q1 results that sit against a recent run of quarterly losses, with Q4 2025 revenue at US$219.9 million and a basic EPS loss of US$0.06 on net income loss of US$2.2 million. The trailing twelve months show revenue of US$822.3 million against a basic EPS loss of US$2.33 and a net income loss of US$92.2 million. Over recent quarters, the company has seen revenue move from US$193.6 million in Q1 2025 to US$219.9 million in Q4 2025, while quarterly...
NasdaqGS:QCOM
NasdaqGS:QCOMSemiconductor

Assessing Qualcomm (QCOM) Valuation After Strong Recent Share Price Momentum

QUALCOMM stock in focus after recent performance shift QUALCOMM (QCOM) is drawing investor attention after a period of strong recent returns, with the stock up 0.11% over the past day, 24% over the past week, and 47% over the past month. See our latest analysis for QUALCOMM. At a share price of $186.56, QUALCOMM’s recent momentum is strong, with a 30 day share price return of 47.13% building on a 36.48% 1 year total shareholder return and an 88.87% 3 year total shareholder return. If this...
NasdaqGS:LSCC
NasdaqGS:LSCCSemiconductor

Lattice Semiconductor (LSCC) Margin Squeeze Challenges Bullish Profitability Narratives

Q1 2026 Earnings Snapshot Lattice Semiconductor (LSCC) has just posted its latest numbers with Q4 2025 revenue at US$145.8 million and a basic EPS loss of US$0.06, setting the stage for how you read the current Q1 2026 update. Over the past few quarters, the company has seen revenue move from US$120.2 million in Q1 2025 to US$145.8 million in Q4 2025, while quarterly basic EPS has ranged from a profit of US$0.04 in Q1 2025 to a loss of US$0.06 in Q4 2025, underscoring how sensitive margins...
NasdaqGS:ALAB
NasdaqGS:ALABSemiconductor

Astera Labs Targets Bigger AI Role With New Scorpio Fabric Switches

Astera Labs (NasdaqGS:ALAB) has introduced the Scorpio X-Series Smart Fabric Switch with up to 320 lanes of connectivity. The company also expanded its Scorpio P-Series line to cover PCIe 6 switches aimed at large AI compute clusters. Initial shipments are going to major hyperscaler customers as Astera Labs extends into optics and custom AI infrastructure solutions. Management positions these launches as part of an AI connectivity roadmap that stretches beyond 2026. Astera Labs focuses on...
NYSE:BBY
NYSE:BBYSpecialty Retail

How Best Buy’s New Points-Based Membership Rewards Push Will Impact Best Buy (BBY) Investors

In early May 2026, Best Buy announced that starting June 4 it will add a points-based rewards system to its My Best Buy Plus and My Best Buy Total paid memberships, offering 1% back in rewards on eligible purchases and 6% back when using the My Best Buy Credit Card, alongside a price increase for the Total tier. This move signals a stronger push to lock in recurring membership revenue while incentivizing higher-spend, credit-card-using customers with richer benefits. We’ll examine how Best...
NasdaqGS:PLTR
NasdaqGS:PLTRSoftware

Palantir Technologies (PLTR) 36% Net Margin Reinforces Bullish Profitability Narratives

Palantir Technologies (PLTR) has set the tone for its Q1 2026 update with trailing 12 month revenue of about US$4.5b, basic EPS of US$0.69 and reported year over year earnings growth of 251.6%. Over the past reported periods, revenue has moved from US$827.5m and basic EPS of US$0.03 in Q4 2024 to US$1.4b and basic EPS of US$0.26 in Q4 2025, with the trailing net profit margin reported at 36.3% versus 16.1% a year earlier. The latest print therefore comes against a backdrop of expanding...
NYSE:BRBR
NYSE:BRBRPersonal Products

BellRing Brands (BRBR) Net Margin Compression Challenges Bullish Earnings Narratives

Latest Results Set the Stage for a Margins Conversation BellRing Brands (BRBR) opened its Q2 2026 reporting window with recent quarterly revenue of US$537.3 million and basic EPS of US$0.37, numbers that drop straight into a wider debate about how sustainable its profitability really is. Over the last few reported periods, revenue has moved between US$532.9 million and US$648.2 million while basic EPS has ranged from US$0.17 to US$0.60, giving investors a clear view of how the top line and...
NYSE:WEC
NYSE:WECIntegrated Utilities

WEC Energy Group (WEC) Margin Compression To 15.9% Tests Bullish Growth Narratives

WEC Energy Group (WEC) opened 2026 earnings season with Q1 results anchored by prior year revenue of about US$2.5 billion and basic EPS of US$0.97 in Q4 2025, alongside net income excluding extra items of US$316.6 million. This gave investors a clear read on recent profitability. Over recent quarters the company has seen revenue range from US$2.0 billion to US$3.1 billion, with basic EPS moving between US$0.77 and US$2.28 across 2025 and trailing twelve month EPS of US$4.84 on total revenue...
NasdaqGS:IART
NasdaqGS:IARTMedical Equipment

Integra LifeSciences Holdings (IART) Trailing US$516 Million Loss Tests Earnings Turnaround Narrative

Integra LifeSciences Holdings (IART) Q1 2026 Earnings Snapshot Integra LifeSciences Holdings (IART) has opened 2026 with Q1 results that sit against a backdrop of recent quarterly revenue between US$380.7 million and US$442.6 million and EPS swinging from a profit of US$0.25 in Q4 2024 to a loss of US$6.31 in Q2 2025 and US$0.02 in Q4 2025. Trailing 12 month EPS stands at a loss of US$6.74 on revenue of about US$1.6 billion. Over the past six reported quarters, revenue has ranged from...
NYSE:VEEV
NYSE:VEEVHealthcare Services

Veeva Systems (VEEV) Is Up 8.0% After Joining The S&P 500 Index What’s Changed

Veeva Systems Inc. was recently added to the S&P 500 index, replacing Coterra Energy after its acquisition by Devon Energy, with inclusion taking effect on May 7, 2026. This index upgrade materially broadens Veeva’s investor base by drawing in S&P 500 index trackers and benchmarked institutional funds, potentially reshaping trading liquidity and ownership patterns. Next, we’ll explore how Veeva’s S&P 500 inclusion and resulting index-fund demand intersect with its existing AI-driven...
NYSE:HUBB
NYSE:HUBBElectrical

Assessing Hubbell (HUBB) Valuation After Recent Pullback And Modest Undervaluation Indications

Recent performance snapshot for Hubbell stock With no single headline event driving Hubbell (HUBB) today, the stock’s recent trading profile and fundamentals are doing most of the talking for investors watching the electrical and utility solutions specialist. See our latest analysis for Hubbell. Hubbell’s share price has eased in the short term, with a 1-day share price return of a 1.59% decline and a 7-day share price return of a 6.77% decline. However, the 1-year total shareholder return of...
NasdaqGS:AUDC
NasdaqGS:AUDCCommunications

AudioCodes (AUDC) Margin Compression Challenges Bullish AI Growth Narratives

Q1 2026 earnings snapshot AudioCodes (NasdaqGS:AUDC) has just posted another quarter with quarterly revenue moving in a tight band around US$60 million, with Q4 2025 revenue at US$62.6 million and basic EPS of US$0.07 helping to deliver trailing 12 month basic EPS of US$0.31 on US$245.6 million of revenue. Over recent quarters, revenue has moved from US$60.4 million in Q1 2025 to US$62.6 million in Q4 2025, while quarterly basic EPS has ranged from US$0.01 to US$0.14. This gives a picture of...
NYSE:SWK
NYSE:SWKMachinery

How Investors May Respond To Stanley Black & Decker (SWK) Raising EPS Outlook And Authorizing Buybacks

In late April 2026, Stanley Black & Decker reported first-quarter sales of US$3,846.4 million with lower net income of US$59.6 million, recorded US$22.7 million in asset impairment charges tied to a Tools and Outdoor exit, raised its 2026 GAAP EPS guidance to US$4.15–US$5.35 following the CAM sale, affirmed a US$0.83 quarterly dividend, authorized a new US$500 million share repurchase program, and filed a US$607.06 million ESOP-related shelf registration for 7,750,000 common shares. An...
NYSE:CSR
NYSE:CSRResidential REITs

Centerspace (CSR) Q1 FFO Of US$21.1 Million Tests Bullish Stability Narrative

Centerspace (CSR) has reported Q1 2026 funds from operations of US$21.1 million, with the trailing twelve month FFO sitting at US$91.3 million and trailing EPS at US$1.02. This gives investors a clear read on cash generation and reported profitability alongside the current share price of US$65.46. Over recent periods, total revenue on a trailing twelve month basis has been between US$261.0 million and US$273.7 million, while quarterly FFO has ranged from about US$21.1 million to US$24.5...
NYSE:MED
NYSE:MEDPersonal Products

Medifast Q1 Loss And Five Year 47% Earnings Slide Reinforce Bearish Narratives

Medifast (MED) opened 2026 earnings season with Q1 results that sit against a recent run of shrinking sales and losses, after reporting Q4 2025 revenue of US$75.1 million and a basic EPS loss of US$1.65 on net income of US$18.1 million. Over the past six reported quarters, revenue has moved from US$140.2 million in Q3 2024 to US$119.0 million in Q4 2024, then to US$115.7 million in Q1 2025 and US$105.6 million in Q2 2025 before landing at US$89.4 million in Q3 2025 and US$75.1 million in Q4...
NasdaqGM:IRMD
NasdaqGM:IRMDMedical Equipment

A Look At IRADIMED (IRMD) Valuation After Q1 2026 Growth, New Pump Rollout And Dividend

IRADIMED (IRMD) is back in focus after reporting double digit revenue and earnings growth for Q1 2026, reaffirming full year guidance and declaring a regular cash dividend alongside its next generation 3870 MRI infusion pump rollout. See our latest analysis for IRADIMED. IRADIMED shares have pulled back recently, with a 30 day share price return of a 10.78% decline and a 90 day share price return of an 8.51% decline, even though the 1 year total shareholder return is 70.78% and the 5 year...
NasdaqGS:KRYS
NasdaqGS:KRYSBiotechs

Krystal Biotech Q1 Net Margin Of 53.9% Tests Bullish Narrative On Profit Durability

Q1 2026: Headline Numbers Set the Tone Krystal Biotech (KRYS) opened 2026 with Q1 revenue of US$116.4 million and basic EPS of US$1.91. This put fresh numbers in front of investors who have been tracking its earnings ramp. The company reported quarterly revenue of US$88.2 million in Q1 2025 and US$116.4 million in Q1 2026, while basic EPS over the same quarters went from US$1.24 to US$1.91. This sets up a quarter where margins are front and center for anyone assessing the trajectory of the...
NYSE:EQR
NYSE:EQRResidential REITs

A Look At Equity Residential (EQR) Valuation After Recent Share Price Momentum

Equity Residential stock overview Equity Residential (EQR) has drawn investor interest after recent share price moves, with the stock showing positive returns over the past month and past 3 months, while its 1 year total return remains slightly negative. See our latest analysis for Equity Residential. The recent 9.92% 1 month share price return, on top of a 5.03% 3 month share price return, contrasts with a 1.87% decline in 1 year total shareholder return. This suggests that momentum has...
NYSE:USB
NYSE:USBBanks

U.S. Bancorp Expands Payments And Capital Markets While Shares Screen Undervalued

Elavon, a U.S. Bancorp subsidiary, has launched integrated business solutions for small and medium sized businesses, offering unified payment and operations tools. U.S. Bancorp has announced a pending acquisition of BTIG for up to $1b, expanding into additional business lines and client segments if completed. U.S. Bancorp (NYSE:USB) is trading around $55.6, with the stock up 41.4% over the past year and 113.8% over the past 3 years. Over shorter periods, returns have been mixed, with a 5.0%...
NasdaqGS:QLYS
NasdaqGS:QLYSSoftware

A Look At Qualys (QLYS) Valuation After Recent Share Price Rebound

What recent performance suggests about Qualys (QLYS) stock Qualys (QLYS) has seen mixed share performance recently, with a small 1 day pullback, a gain over the past week and month, and a decline across the past 3 months and year to date. See our latest analysis for Qualys. At a share price of US$92.14, the stock has staged a short term rebound, with solid 7 day and 30 day share price returns. However, this follows a sharp 90 day share price decline and weak 1 year total shareholder return,...
NYSE:AOMR
NYSE:AOMRMortgage REITs

Angel Oak Mortgage REIT (AOMR) Dividend Coverage Concerns Test Bullish Earnings Narratives

Angel Oak Mortgage REIT (AOMR) has reported new figures for Q1 2026, with recent quarterly revenue ranging from US$5.9 million to US$23.5 million over 2025 and basic EPS between US$0.03 and US$0.88 over the same periods. The company’s revenue moved from US$37.9 million with EPS of US$1.31 in Q3 2024 to US$16.7 million and EPS of US$0.45 in Q4 2025. Trailing twelve month revenue most recently stood at US$61.0 million with basic EPS of US$1.85. Together, these figures provide important context...