U.S. Residential REITs Stock News

NasdaqGS:GTM
NasdaqGS:GTMInteractive Media and Services

ZoomInfo (GTM) Is Up 26.7% After Raising 2026 Revenue Outlook Despite Large Goodwill Impairment - Has The Bull Case Changed?

ZoomInfo Technologies recently reported second-quarter 2026 results, including US$310.4 million in sales, a US$643.7 million net loss driven by a US$650.5 million goodwill impairment, and raised its full-year 2026 revenue guidance to US$1.21 billion–US$1.22 billion. A new partnership with DemandScience and fresh AI-powered customer case studies highlight ZoomInfo’s push to embed its data and workflows deeper into clients’ go-to-market systems, even as it faces a shareholder class action over...
NasdaqGS:SPSC
NasdaqGS:SPSCSoftware

Is SPS Commerce (SPSC) Fully Priced After Mixed Earnings And Fresh Guidance?

SPS Commerce (SPSC) drew investor attention after its latest quarterly update, which combined higher sales with lower earnings, fresh guidance for 2026, and confirmation of progress on a multi quarter share repurchase program. See our latest analysis for SPS Commerce. The latest earnings update and 2026 guidance appear to have shifted attention back to SPS Commerce’s earnings power and capital returns. The 30 day share price return of 20.59% and 90 day share price return of 39.03% stand in...
NYSE:VNO
NYSE:VNOOffice REITs

Is Vornado Realty Trust (VNO) Undervalued As Revenue Rose But Earnings Fell?

Vornado Realty Trust (VNO) just released its second quarter and six month 2026 results, giving you fresh data on sales, revenue and profits that can reshape expectations around this New York focused real estate investment trust. See our latest analysis for Vornado Realty Trust. Vornado Realty Trust's latest earnings release and recent preferred dividend declaration have come on the back of a strong 90 day share price return of 27.26% and an 18.09% year to date share price return. The 3 year...
NasdaqCM:DMRA
NasdaqCM:DMRABiotechs

Does CLARITY-101’s mutCALR Antibody Launch Change The Bull Case For Damora Therapeutics (DMRA)?

In August 2026, Damora Therapeutics, Inc. began the global Phase 1/1b CLARITY-101 trial of DMR-001, a once-monthly subcutaneous monoclonal antibody targeting mutant calreticulin in essential thrombocythemia and myelofibrosis after receiving health authority clearance. This first-in-class, mutation-selective approach aims to address a genetic driver in roughly 42,000 U.S. patients where no mutCALR-targeted therapies currently exist. Against this backdrop, we will explore how the launch of...
NYSE:CALX
NYSE:CALXCommunications

Can Calix’s (CALX) RTC Deal Quietly Redefine Its AI Edge In Broadband Infrastructure?

On 5 August 2026, RTC Networks announced that it had leveraged Calix’s AI-native Calix One platform and Calix Agent Workforce Cloud to accelerate its five-year growth strategy, enhancing marketing, support, and operations while improving SmartHome and SmartBiz service performance. The partnership generated a 22 percent increase in average revenue per user and a 46 percent reduction in monthly churn for RTC Networks, highlighting how Calix’s AI workflows can translate directly into higher...
NYSE:F
NYSE:FAuto

Should Blue Bird Takeover of F-53/F-59 Chassis Development Require Action From Ford Motor (F) Investors?

In August 2026, Blue Bird Corporation announced a collaboration with Ford Motor Company under which Blue Bird will design, manufacture, and sell the next generation F-53/F-59 commercial stripped chassis, paired with Ford’s powertrain solutions, with new production expected to start in early 2028. This collaboration shifts key chassis responsibilities to Blue Bird while allowing Ford to focus on its powertrain strengths and broader commercial vehicle strategy. Next, we’ll examine how Ford’s...
NYSE:NJR
NYSE:NJRGas Utilities

Will NJR’s Return to Quarterly Profit and Rising Revenue Change New Jersey Resources’ (NJR) Narrative?

New Jersey Resources Corporation recently reported past third-quarter and nine-month results to June 30, 2026, showing sales of US$349.18 million for the quarter and US$1.89 billion year-to-date, alongside a swing from a prior quarterly net loss to net income of US$9.69 million and higher earnings per share. An especially important detail is the company’s return to profitability in the quarter, reversing last year’s loss while also growing revenue on both a quarterly and year-to-date basis...
NYSE:COUR
NYSE:COURConsumer Services

Coursera Stock And 2 EdTech Names Linked To College Merger Pressure

College mergers are speeding up as weaker universities strain under falling enrollments, steep tuition discounts, and rising costs, while a smaller pool of students pressures the old campus model. That disruption creates room for platforms that help institutions cut costs, reach global learners, or pivot online. This article unpacks the story behind these shifts and highlights 3 EdTech and online learning stocks that are closely connected to this wave of consolidation. The stocks covered...
NasdaqGS:PATK
NasdaqGS:PATKAuto Components

Patrick Industries (PATK) Completes Buyback As Earnings Rise On Flat Sales Is Its Strategy Shifting?

In the past quarter ended June 28, 2026, Patrick Industries reported second-quarter sales of US$1,041.7 million, with net income rising to US$43.42 million and diluted earnings per share from continuing operations increasing to US$1.28, while also completing a multi-year buyback totaling 5,365,398 shares for US$301.58 million. Despite slightly lower year-over-year sales for both the quarter and first half, the combination of higher earnings and substantial share repurchases highlights...
NasdaqGS:DXPE
NasdaqGS:DXPETrade Distributors

DXP Enterprises (DXPE) Posts Stronger Q2 Results, Is The Stock Now Too Pricey?

DXP Enterprises earnings trigger fresh focus on valuation DXP Enterprises (DXPE) is in focus after reporting second quarter 2026 results that showed higher sales, net income, and earnings per share compared to a year earlier, prompting renewed attention on the stock’s recent run. See our latest analysis for DXP Enterprises. DXP Enterprises has seen strong share price momentum build over 2026, with a year to date share price return of 78.57% and a one year total shareholder return of 74.86%,...
NasdaqGS:NTRS
NasdaqGS:NTRSCapital Markets

How Investors Are Reacting To Northern Trust (NTRS) Renewing UAE Mandate And Expanding Tech-Driven Services

Northern Trust recently renewed its long-standing asset servicing mandate with the UAE’s General Pension and Social Security Authority, while also rolling out new real-time banking APIs, expanding ETF servicing in the U.S., and announcing the upcoming redemption of its Series D preferred stock and related depositary shares. Together, these moves highlight Northern Trust’s push to deepen relationships with large institutional clients through technology-enabled services while also reshaping...
NYSE:SN
NYSE:SNConsumer Durables

SharkNinja (SN) Raises Sales Outlook On Q2 Earnings As Valuation Debate Heats Up

Why SharkNinja Stock Is Back in Focus After Q2 Earnings SharkNinja (SN) is drawing fresh attention after releasing second quarter 2026 results that combined higher sales, slightly lower earnings per share, a lift to full year net sales guidance, and progress on its share buyback program. See our latest analysis for SharkNinja. The earnings release and raised 2026 net sales growth guidance have arrived alongside strong momentum in SharkNinja’s stock, with a 72.59% 90 day share price return and...
NasdaqGS:CRSR
NasdaqGS:CRSRTech

AI Stocks With Real Revenue Ties From Appian to Figma and Corsair

AI stocks are back in the spotlight as Taiwan and Singapore report strong exports and wider trade surpluses tied to AI and semiconductor demand. That points to real world spending, not just hype. If you worry about missing the next big wave in markets, this AI Stocks screener can help. This article highlights three screen picks that put the ChatGPT and AI theme into practical focus. The three AI stocks in this article are just a starting sample, and the full screen surfaced 670 more companies...
NasdaqGS:PRVA
NasdaqGS:PRVAHealthcare

Privia Health Group (PRVA) Is Down 5.2% After Q2 Beat And Higher 2026 Outlook - What's Changed

In August 2026, Privia Health Group, Inc. reported second-quarter 2026 results showing sales of US$632.63 million and net income of US$9.05 million, alongside higher earnings per share than a year earlier. The company also indicated that full-year 2026 GAAP revenue should land at the high end of its prior US$2.35 billion to US$2.45 billion guidance range, highlighting stronger-than-previously-expected top-line momentum. Against this backdrop of quarterly revenue growth and a higher full-year...
NasdaqGS:CAKE
NasdaqGS:CAKEHospitality

Cheesecake Factory (CAKE) Is Up 5.6% After Raising 2026 Revenue Outlook And Margin Targets - What's Changed

In late July 2026, The Cheesecake Factory reported second‑quarter results showing higher sales of about US$1.03 billion and increased net income of US$68.39 million year over year, alongside confirming new earnings guidance calling for third‑quarter revenues of US$980 million to US$990 million and full‑year revenues around US$4.00 billion with an expected net income margin of about 5.4%. Alongside these results, the company affirmed a US$0.30 quarterly dividend, continued its long‑running...
NasdaqGS:PTEN
NasdaqGS:PTENEnergy Services

Patterson UTI Energy (PTEN) Could Be 25% Undervalued Following ESOP Shelf Filing

Patterson-UTI Energy (PTEN) filed a shelf registration for up to US$296.8m of common stock tied to an employee stock ownership plan soon after reporting second quarter results that again showed a net loss. See our latest analysis for Patterson-UTI Energy. After a sharp year to date share price return of 52.55% and a 1 year total shareholder return of 90.80%, Patterson-UTI Energy has seen momentum cool in recent weeks, with the share price down 5.82% over 7 days as investors weigh the ESOP...
NasdaqGS:TRS
NasdaqGS:TRSPackaging

Is TriMas (TRS) Undervalued On Earnings And Buybacks?

TriMas earnings and buyback update TriMas (TRS) has drawn investor attention after releasing its second quarter and year to date 2026 results, alongside an update on its long running share repurchase program. The company reported second quarter sales of US$174.58 million compared with US$171.75 million a year earlier, while net income for the quarter was US$13.37 million compared with US$16.72 million in the prior year period. For the six months to June 30, 2026, TriMas reported sales of...
NYSE:CRK
NYSE:CRKOil and Gas

Did Haynesville Output Gains and Pinnacle Stake Sale Just Shift Comstock Resources' (CRK) Investment Narrative?

In late July 2026, Comstock Resources, Inc. reported second-quarter results showing revenue of US$353.28 million and net income of US$8.77 million, alongside slightly higher total production driven by increased natural gas volumes despite lower oil output. At the same time, the company highlighted a production uplift tied to accelerated Haynesville drilling and completed a significant midstream equity sale in Pinnacle Gas Services to Sixth Street, using proceeds to retire Pinnacle debt and...
NYSE:MBC
NYSE:MBCBuilding

MasterBrand (MBC) Could Be 75% Undervalued After Earnings And New 2026 Sales Guidance

How the latest earnings event shapes the MasterBrand story MasterBrand (MBC) just reported second quarter 2026 results that paired higher sales with a shift to net loss, while also issuing fresh net sales guidance for the second half of the year. This combination of earnings data and guidance gives you a current snapshot of how the residential cabinets business is tracking and what management expects for the rest of 2026. See our latest analysis for MasterBrand. The latest earnings release...
NYSE:WMK
NYSE:WMKConsumer Retailing

How Stronger First-Half Profitability Trends Will Impact Weis Markets (WMK) Investors

In early August 2026, Weis Markets, Inc. reported past second-quarter results showing sales of US$1,270.86 million and revenue of US$1,275.31 million, with net income of US$22.86 million and basic earnings per share from continuing operations of US$0.92, all compared with the prior year period. For the first half of the year ended June 27, 2026, the company’s higher sales and revenue were accompanied by increased net income of US$50.71 million and basic earnings per share from continuing...
NasdaqGS:ROCK
NasdaqGS:ROCKBuilding

Does Gibraltar Industries (ROCK) Balancing Q2 Margin Pressure With Confident 2026 Guidance Reveal Management’s Priorities?

In the past week, Gibraltar Industries, Inc. reported second-quarter 2026 results showing sales rising to US$509.55 million from US$309.52 million a year earlier, while net income fell to US$8.19 million from US$26 million and earnings per share weakened on both a quarterly and year-to-date basis. At the same time, the company reiterated its full-year 2026 guidance, projecting consolidated net sales of US$1.76 billion to US$1.83 billion and GAAP diluted EPS of US$2.40 to US$2.80,...
NasdaqGS:BAND
NasdaqGS:BANDTelecom

Bandwidth (BAND) Is Up 27.6% After Raising 2026 Revenue Guidance and Returning More Capital

In late July 2026, Bandwidth Inc. reported second‑quarter 2026 results showing year‑over‑year sales growth to US$219.9 million and a move to US$2.39 million in net income, raised full‑year 2026 revenue guidance to US$900 million–US$910 million, amended its credit agreement to increase permitted restricted payments, continued share repurchases, and announced the planned year‑end retirement of General Counsel and Secretary R. Brandon Asbill. A key insight is that Bandwidth is pairing improved...
NYSE:SHAK
NYSE:SHAKHospitality

Shake Shack (SHAK) Faces A Fresh Valuation Test Following Mixed Earnings

What Shake Shack’s Latest Earnings Tell You About the Business Shake Shack (SHAK) just reported second quarter and first half 2026 results, giving investors fresh detail on how its growth plans and cost pressures are affecting the business. For the second quarter ended July 1, 2026, Shake Shack reported revenue of US$417.62 million, compared with US$356.47 million a year earlier. Net income was US$15.68 million, compared with US$17.15 million in the prior year period. Basic earnings per share...
NYSE:EG
NYSE:EGInsurance

The Bull Case For Everest Group (EG) Could Change Following Q2 Beat And Annapurna Re Launch – Learn Why

In the past week, Everest Group, Ltd. filed a US$300.72 million shelf registration for 812,000 common shares related to an ESOP offering, alongside reporting second-quarter 2026 revenue of US$3.96 billion and net income of US$559 million. These capital moves, together with ongoing share repurchases under a long-running buyback and the launch of Annapurna Re, underline Everest’s emphasis on flexible capital management and underwriting-focused earnings. We’ll now examine how the strong...