U.S. Residential REITs Stock News

NYSE:RBC
NYSE:RBCMachinery

RBC Bearings (RBC) Margin Gain And 23.9% Earnings Growth Test Rich 64x P/E Narrative

RBC Bearings (RBC) just posted its Q3 2026 numbers, reporting revenue of US$461.6 million and basic EPS of US$2.14. This is set against trailing 12-month EPS of US$8.55 and net income of US$268.6 million, which reflects earnings growth of 23.9% over the past year. The company’s quarterly revenue has moved from US$394.4 million in Q3 2025 to US$461.6 million in Q3 2026, while basic EPS over that span increased from US$1.83 to US$2.14. These results may be of interest to investors who are...
NasdaqGS:FIGR
NasdaqGS:FIGRConsumer Finance

Figure Technology Solutions Expands Stablecoin Offering While Shares Trade Below Target

Figure Technology Solutions expanded its partner network and product suite, including a regulated stablecoin, while keeping platform growth metrics and liquidity strong. The company launched YLDS, an SEC approved stablecoin, alongside broader digital asset offerings as part of a shift beyond its original business focus. Year over year growth in consumer loan marketplace volume and improved lender supply indicate firm demand and traction that have not yet been widely reported. Figure...
NYSE:IBP
NYSE:IBPConsumer Durables

Is Installed Building Products (IBP) Pricing In Too Much Optimism After Its Recent Rally?

If you are wondering whether Installed Building Products is still fairly priced after a strong run, this article will walk through what the current share price might be telling you about value. The stock last closed at US$328.92, with returns of 14.2% over 7 days, 27.5% over 30 days, 23.0% year to date, 83.9% over 1 year, 221.3% over 3 years and 178.0% over 5 years, which has many investors rechecking what they are willing to pay. Recent coverage has focused on Installed Building Products as...
NYSE:OSK
NYSE:OSKMachinery

Oshkosh Defense Contract Underscores Steady Role In Broader Earnings Story

Oshkosh Defense, a segment of Oshkosh (NYSE:OSK), received an additional U.S. Army contract valued at $25 million. The award covers mission critical tactical vehicles that support Army logistics and mobility needs. This new award adds to existing work Oshkosh Defense performs for the U.S. Army. For you as an investor, this contract helps highlight where Oshkosh earns a meaningful portion of its revenue, alongside its access equipment and commercial segments. Defense customers like the U.S...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

Is Roku (ROKU) Pricing Reflecting Its Mixed Valuation Signals After Recent Share Price Weakness

If you are wondering whether Roku's current share price lines up with its underlying worth, you are not alone. This article is set up to help you connect the dots between the story and the numbers. Roku's share price closed at US$85.85, with returns of 9.8% decline over 7 days, 22.2% decline over 30 days, 21.0% decline year to date, 1.0% over 1 year, 56.4% over 3 years, and 81.7% decline over 5 years. This hints that market sentiment around risk and potential has shifted more than...
NasdaqGS:AMKR
NasdaqGS:AMKRSemiconductor

Amkor Technology’s New Accounting Chief And What It Signals For Investors

Amkor Technology (NasdaqGS:AMKR) has appointed Cherie Buntyn as Senior Vice President and Chief Accounting Officer. Her role includes serving as the company’s principal accounting officer with responsibility for financial operations and reporting. Amkor Technology focuses on outsourced semiconductor packaging and test services, an area that sits at the heart of the chip supply chain. As manufacturing and packaging needs evolve globally, investors often pay close attention to how companies...
NYSE:YELP
NYSE:YELPInteractive Media and Services

Is Yelp (YELP) Pricing Reflect Its DCF Value After Prolonged Share Price Weakness

If you are wondering whether Yelp's current share price lines up with its underlying value, you are not alone. This article is designed to walk you through that question step by step. Yelp recently closed at US$24.42, with returns of 10.8% decline over 7 days, 19.4% decline over 30 days, 19.1% decline year to date and 38.3% decline over 1 year, with a 23.3% decline over 3 years and 33.9% decline over 5 years shaping how the market currently views its risk and potential. Recent news coverage...
NYSE:ETN
NYSE:ETNElectrical

Is Eaton (ETN) Still Attractively Priced After Its Sharp Multi Year Share Price Surge

If you are wondering whether Eaton's share price still offers value after a strong run, you are not alone. This article is built to help you weigh what you are really paying for. Eaton recently closed at US$373.82, with returns of 6.4% over 7 days, 15.9% over 30 days, 14.2% year to date, 20.9% over 1 year and a very large 3 year and 5 year return profile of 128.3% and 228.1% respectively. Recent news around Eaton has focused on its position as a major capital goods player, government and...
NYSE:ATI
NYSE:ATIAerospace & Defense

Is ATI (ATI) Still Attractively Priced After 113% One Year Share Price Surge?

If you are wondering whether ATI's current share price still reflects good value, it helps to step back from the headline moves and look closely at what the fundamentals suggest. ATI has seen strong recent returns, with the share price at US$133.57 and returns of 11.0% over 7 days, 10.5% over 30 days, 12.1% year to date and 112.8% over 1 year, while the 3 year return is 245.9% and the 5 year return is very large. Recent news coverage has focused on ATI's role in capital goods and advanced...
NasdaqGS:VLY
NasdaqGS:VLYBanks

Is It Time To Reassess Valley National Bancorp (VLY) After Its Strong 1 Year Rally?

If you are wondering whether Valley National Bancorp is genuinely good value at its current share price, or if the market is getting ahead of itself, this article is designed to help you weigh that up clearly. With the stock last closing at US$13.71 and returns of 10.0% over 7 days, 13.6% over 30 days, 17.3% year to date and 39.1% over 1 year, many investors are reassessing what they are willing to pay for the shares. Recent market attention on regional banks, regulatory scrutiny across the...
NYSE:ARES
NYSE:ARESCapital Markets

Ares Management (ARES) Margin Compression Tests Bullish Growth Narratives After FY 2025 Results

Ares Management (ARES) has just closed out FY 2025 with Q4 total revenue of about US$1.5b and basic EPS of US$0.13, while trailing 12 month revenue sits at roughly US$5.6b and EPS at US$1.93, setting a clear earnings season marker for investors. Over recent periods, the company has seen quarterly revenue move from US$1.26b in Q4 2024 to US$1.50b in Q4 2025, with basic EPS ranging from US$0.72 in Q4 2024 through a high of US$1.15 in Q3 2025. This helps frame today’s results against a fuller...
NasdaqGS:GT
NasdaqGS:GTAuto Components

Goodyear Tall Timbers Closure Resets Footprint And Raises Valuation Questions

Goodyear Tire & Rubber is closing its Tall Timbers Mold facility in Findlay, Ohio, with U.S. mold operations to be consolidated into a single site. The closure affects a significant number of employees and marks a reset of the company’s manufacturing footprint. This move is part of Goodyear’s broader effort to streamline production and align capacity with its current operational needs. Goodyear Tire & Rubber, listed as NasdaqGS:GT, is making this change at a time when its shares trade at...
NYSE:CPT
NYSE:CPTResidential REITs

Camden Property Trust (CPT) Q4 FFO Loss Challenges Bullish Narrative On Earnings Quality

Camden Property Trust (CPT) closed out FY 2025 with Q4 revenue of US$415.4 million, basic EPS of US$1.45 and net income of US$156.5 million, while trailing twelve month revenue came in at US$1.6 billion with EPS of US$3.55 and net income of US$384.5 million. Over recent quarters the REIT has seen revenue move from US$387.8 million in Q4 2024 to the latest US$415.4 million print, while quarterly EPS shifted from US$0.37 to US$1.45. This sets up a result where investors are likely to focus on...
NYSE:PINS
NYSE:PINSInteractive Media and Services

Is Pinterest (PINS) Now Pricing In Too Much Bad News After Sharp Share Price Slide?

If you are wondering whether Pinterest is starting to look mispriced, you are not alone. This article will help you frame that question clearly. The stock last closed at US$19.60, with returns of an 11.4% decline over 7 days, 28.7% decline over 30 days, 26.2% decline year to date, 51.0% decline over 1 year, 21.1% decline over 3 years and 76.7% decline over 5 years, which may have changed how some investors think about its risk and potential. Recent headlines have focused on Pinterest's place...
NYSE:CWAN
NYSE:CWANSoftware

Clearwater Analytics Deepens Institutional Role With New Cash And AI Deals

Clearwater Analytics (NYSE:CWAN) has linked its platform with TreasurySpring to broaden institutional cash management options. Generali Deutschland AG is using Clearwater for its €40 billion insurance business, expanding Clearwater's presence with large European asset owners. The company has introduced embedded AI tools within its Beacon platform to support risk operations and regulatory needs. Clearwater Analytics focuses on providing investment accounting, reporting, and risk solutions...
NasdaqGS:GEN
NasdaqGS:GENSoftware

Gen Digital (GEN) Q3 Net Margin Pressure Tests Bullish Earnings Growth Narrative

Gen Digital Q3 2026 Results Set Up A Margin Focus For Investors Gen Digital (GEN) just posted Q3 2026 numbers with revenue of US$1.24b and basic EPS of US$0.31, putting fresh figures on the table for investors watching how its earnings translate into cash generating power. The company has seen quarterly revenue range from US$986m in Q3 2025 to US$1.24b in Q3 2026, while basic EPS has moved between US$0.22 and US$0.31 over the same stretch. This gives a clearer view of how each dollar of sales...
NasdaqGS:PCTY
NasdaqGS:PCTYProfessional Services

Paylocity (PCTY) Q2 EPS Of US$0.93 Tests Confidence In Slower 7.7% Earnings Growth

Paylocity Holding (PCTY) reported Q2 2026 revenue of US$416.1 million and basic EPS of US$0.93, alongside net income excluding extra items of US$50.2 million. Over the trailing twelve months, the company recorded total revenue of US$1.7 billion and basic EPS of US$4.33. Quarterly revenue has ranged from US$362.9 million in Q1 2025 to US$454.5 million in Q3 2025, with EPS moving between US$0.67 and US$1.64 over the same period, giving investors a view of how earnings power has tracked...
NasdaqGS:ATEC
NasdaqGS:ATECMedical Equipment

Is Alphatec (ATEC) Turning Spine Surgery Tech Differentiation Into a Durable Investment Edge?

In recent weeks, analysts have reiterated positive views on Alphatec Holdings, highlighting its advanced spinal disorder treatment platforms such as Alpha InformatiX and Valence. This renewed focus on Alphatec’s spine surgery technologies underscores how differentiated surgical tools and data-driven systems can influence perceptions within medical technology. Next, we’ll examine how this upbeat analyst sentiment around Alphatec’s spinal surgery innovation shapes the company’s broader...
NYSE:BLCO
NYSE:BLCOMedical Equipment

Reassessing Bausch + Lomb (NYSE:BLCO) Valuation After Recent Share Price Momentum

Why Bausch + Lomb (NYSE:BLCO) is Back on Investor Radar Bausch + Lomb (NYSE:BLCO) has drawn fresh attention after recent trading left the shares at about $17.00. This has prompted investors to reassess the eye health company’s valuation and recent performance. See our latest analysis for Bausch + Lomb. The recent 3.6% 1 day share price return and 9.3% 90 day share price return suggest interest is picking up again, even though the 1 month share price return of 2.3% and 1 year total shareholder...
NYSE:ABR
NYSE:ABRMortgage REITs

Fitch Rating Upgrade Puts Focus On Arbor Realty Trust Valuation Potential

Fitch upgraded Arbor Realty Trust's Commercial Special Servicer Rating after reviewing the company's platform and recent changes. The agency also affirmed Arbor's Commercial Primary Servicer Rating, citing technology improvements and asset management expertise. The action reflects external recognition of Arbor's servicing capabilities and operating approach. For investors watching NYSE:ABR at a share price of $7.8, the Fitch move adds another data point to consider alongside the stock's...
NasdaqGS:TW
NasdaqGS:TWCapital Markets

Tradeweb Markets (TW) Net Margin Strength Challenges Bearish Growth Narrative

Tradeweb Markets (TW) has wrapped up FY 2025 with fourth quarter revenue of US$520.8 million and basic EPS of US$1.52, capping a year where trailing twelve month revenue reached about US$2.1 billion and EPS came in at US$3.83. Over the past year, revenue has moved from US$1.72 billion to about US$2.1 billion on a trailing basis while basic EPS has climbed from US$2.35 to US$3.83, so the latest print sits on top of a steadily higher earnings run rate. With net income and margins running firmly...
NasdaqGM:OCUL
NasdaqGM:OCULPharmaceuticals

Ocular Therapeutix (OCUL) Widening TTM Losses Reinforce Bearish Narratives Despite Revenue Growth Hopes

Ocular Therapeutix (OCUL) has released its FY 2025 results, reporting Q4 revenue of US$13.25 million, basic EPS of a US$0.29 loss, and net income excluding extra items of a US$64.65 million loss. On a trailing 12-month basis, revenue was US$51.95 million, with basic EPS of a US$1.42 loss and net income excluding extra items of a US$265.94 million loss. Over the last six reported quarters, the company’s quarterly revenue has ranged from US$10.70 million to US$17.08 million, while basic EPS has...
NYSE:HAE
NYSE:HAEMedical Equipment

Haemonetics (HAE) Margin Strength In Q3 2026 Reinforces Earnings Led Bullish Narratives

Haemonetics (HAE) has just posted its Q3 2026 numbers, reporting revenue of US$339 million and basic EPS of US$0.96, compared with trailing twelve month EPS of US$3.66 and net income of US$175 million. The company’s quarterly revenue has moved from US$330.6 million in Q4 2025 to US$338.0 million in Q3 2026, while basic EPS has ranged from US$0.71 in Q1 2026 to US$0.96 in the latest quarter. This gives investors a clearer view of how recent earnings relate to its trailing profitability. With...
NYSE:RGA
NYSE:RGAInsurance

RGA (RGA) Earnings Growth Of 64.9% Tests Valuation And Margin Narratives

Reinsurance Group of America (RGA) closed out FY 2025 with fourth quarter revenue of US$6.6b and basic EPS of US$7.06, capping a trailing twelve month period where EPS reached US$17.94 on revenue of US$23.7b. Over the past year, the company has seen revenue move from US$22.1b to US$23.7b on a trailing basis, while net income excluding extra items shifted from US$717m to US$1.2b. This sets up a picture of earnings growth that sits alongside a trailing net margin of 5% and a market price of...