U.S. Residential REITs Stock News

NYSE:DFIN
NYSE:DFINCapital Markets

Does DFIN’s Q3 Beat and Software Pivot Reshape the Bull Case For Donnelley Financial Solutions (DFIN)?

Donnelley Financial Solutions recently reported Q3 2025 results that surpassed earnings expectations and outlined plans to increase the share of revenue from software solutions to 60% by 2028, while attracting new investment from the RAM Smid Composite fund. This pivot toward higher-margin software and technology-enabled compliance tools marks a meaningful shift in how the company positions itself within the regulatory and financial reporting ecosystem. We will now examine how Donnelley...
NasdaqGS:PRDO
NasdaqGS:PRDOConsumer Services

How Strong Earnings Momentum And Attractive Valuation At Perdoceo Education (PRDO) Has Changed Its Investment Story

Recent analyst coverage highlighted Perdoceo Education’s past-year revenue growth of 24.23% and earnings-per-share growth of 22.33%, alongside strong profitability, minimal debt, and ample liquidity. Commentary also pointed to the company’s valuation as relatively attractive compared with industry peers, suggesting investors may see a balance of growth potential and financial resilience. Next, we’ll examine how this combination of robust earnings momentum and an apparently attractive...
NYSE:WOR
NYSE:WORMachinery

Does Worthington’s Revenue Beat but One-Time Margin Hit Reshape the Bull Case for WOR?

In its latest quarter, Worthington Enterprises reported US$327 million in revenue, surpassing market expectations but missing margin targets due to one-time items following its prior steel business separation. The results marked the company’s eighth consecutive quarter of clean reporting post-separation, a period during which analysts have maintained generally positive views on its prospects. Next, we’ll examine how stronger-than-expected revenue but softer, one-time-affected margins shapes...
NYSE:ESI
NYSE:ESIChemicals

The Bull Case For Element Solutions (ESI) Could Change Following Q3 Beat And EFC Gases Acquisition - Learn Why

Element Solutions recently reported Q3 2025 earnings that came in ahead of forecasts and completed its acquisition of EFC Gases & Advanced Materials, bolstering its position in specialty chemicals for advanced technologies. This combination of stronger-than-expected results and an expanded footprint in semiconductor-related materials has reinforced investor attention on the company’s role in high-performance electronics manufacturing. Next, we’ll examine how Element Solutions’ EFC Gases &...
NasdaqCM:XPEL
NasdaqCM:XPELAuto Components

XPEL’s Big Capex Bet and Mixed Q3 Results Might Change The Case For Investing In XPEL (XPEL)

In recent months, XPEL reported Q3 2025 results with revenue surpassing forecasts but an earnings per share miss, while outlining plans to invest between US$75,000,000 and US$150,000,000 in capital expenditures over the next two years. This combination of stronger-than-expected revenue and sizable planned investment, alongside an outlook for margin expansion, has sharpened attention on how XPEL is positioning its business. Next, we will examine how XPEL’s sizable capital expenditure plan...
NYSE:NSA
NYSE:NSASpecialized REITs

Do Strong Q3 Results And New Preferred Equity Program Change The Bull Case For National Storage Affiliates Trust (NSA)?

National Storage Affiliates Trust recently reported solid Q3 2025 results, with improved same-store revenue growth across most key markets and core FFO per share exceeding consensus expectations, while also preparing to release its Q4 2025 results in late February 2026. The company introduced a preferred equity investment program aimed at funding self-storage deals and deepening partnerships with former PRO operators, which management highlighted alongside its positive commentary on...
NasdaqGS:ICUI
NasdaqGS:ICUIMedical Equipment

Assessing ICU Medical (ICUI) Valuation As Growth Slows And Sales Are Forecast To Decline

Why ICU Medical (ICUI) Is Back on Investors’ Radar ICU Medical (ICUI) is drawing fresh attention after recent commentary pointed to slower revenue growth than healthcare peers and an estimated 7.7% sales decline over the next 12 months, suggesting a tougher demand backdrop. See our latest analysis for ICU Medical. ICU Medical’s share price has pulled back 3.7% over the last day and 2.2% over the week, yet it still carries a 24.2% 3 month share price return and a weaker 1 year total...
NYSE:BFLY
NYSE:BFLYMedical Equipment

A Look At Butterfly Network (BFLY) Valuation After Upbeat Guidance And Renewed Analyst Optimism

Why the latest guidance and analyst sentiment matter Butterfly Network (BFLY) has drawn fresh attention after guiding for at least 17% year over year revenue growth in the fourth quarter of 2025, with several brokerage firms reiterating positive views on the stock. For you as an investor, that combination of explicit growth guidance and supportive analyst commentary creates a clear focal point: how much confidence you place in Butterfly’s ability to translate handheld ultrasound adoption into...
NasdaqGS:NFE
NasdaqGS:NFEOil and Gas

Why New Fortress Energy (NFE) Is Up 22.5% After Brazil LNG Deal And New Partnerships

In recent days, New Fortress Energy has gained attention after outlining new partnerships, a South American expansion via a Brazilian deal, and progress on its LNG technology, while still contending with operational losses, high debt, and regulatory hurdles. An interesting angle for investors is how these growth-focused partnerships and technology advances are emerging alongside persistent questions about the company’s long-term financial resilience. We’ll now examine how the South American...
NasdaqGM:XENE
NasdaqGM:XENEBiotechs

A Look At Xenon Pharmaceuticals (XENE) Valuation After Recent Share Price Swings

Why Xenon Pharmaceuticals is on investors’ radar today Xenon Pharmaceuticals (XENE) has been drawing fresh attention after recent share price swings. The stock closed at US$41.76 and has shown mixed returns over the past week, month, and past 3 months. See our latest analysis for Xenon Pharmaceuticals. While the recent 1-day share price return of 1.14% decline and 30-day share price return of 6.87% decline point to some cooling momentum, the 1-year total shareholder return of 4.53% and 5-year...
NasdaqCM:AHCO
NasdaqCM:AHCOHealthcare

Assessing AdaptHealth (AHCO) Valuation After Major Five Year Contract Win And Strong Q2 2025 Results

AdaptHealth (AHCO) is back in focus after securing a five year exclusive contract to supply home medical equipment and supplies for a large national healthcare system serving over 10 million members. See our latest analysis for AdaptHealth. The latest contract news lands after a mixed share price run, with a 7.23% 90 day share price return and a 4.34% year to date share price return, yet a 2.32% decline in 1 year total shareholder return and a 52.38% decline in 3 year total shareholder...
NasdaqCM:PANL
NasdaqCM:PANLShipping

Why Pangaea Logistics Solutions (PANL) Is Up 21.8% After Beating Estimates On Arctic Fleet Strength

Pangaea Logistics Solutions recently reported a strong past quarter, with revenue topping analyst expectations and adjusted EBITDA rising on the back of active Arctic trade and heavy use of its specialized ice-class fleet. This operational strength, which stood out against marine transportation peers, has drawn increased attention to Pangaea’s niche positioning in higher‑barrier shipping routes. Next, we’ll explore how this earnings beat and the company’s high ice-class fleet utilization...
NasdaqGS:INTC
NasdaqGS:INTCSemiconductor

Intel (INTC) Q4 Loss Deepens EPS Volatility And Tests Turnaround Narrative

Intel (INTC) closed FY 2025 with Q4 revenue of US$13.7 billion, a basic EPS loss of US$0.12 and net income excluding extra items of a US$591 million loss. The company has seen quarterly revenue move from US$14.3 billion and a basic EPS loss of US$0.03 in Q4 2024 to US$13.7 billion and a basic EPS loss of US$0.12 in Q4 2025, while trailing twelve month figures now sit at US$52.9 billion of revenue and a basic EPS loss of US$0.06. For investors, the mix of high revenue, relatively small...
NYSE:CALY
NYSE:CALYLeisure

Callaway’s Rebrand, CALY Ticker Switch, and Quantum Clubs Might Change The Case For Investing In Callaway Golf (CALY)

In mid-January 2026, Callaway Golf Company rebranded from Topgolf Callaway Brands, updated its NYSE ticker to CALY, and unveiled its Quantum family of drivers, fairway woods, irons, and hybrids featuring a new Tri-Force Face and next-generation Ai modeling. Alongside this brand refocus on core golf equipment, Callaway reported revenue and adjusted EBITDA above analyst expectations, reinforcing management’s message of operational strength. With earnings exceeding forecasts and the innovative...
NasdaqGS:CASH
NasdaqGS:CASHBanks

Pathward Financial Buybacks And New Model Accompany Undervalued Growth Story

Pathward Financial reported strong Q1 results, including higher net income and earnings per share. The company introduced a new operating model focused on optimizing relationships with its partners. Management also completed a significant share repurchase program, which may indicate confidence in the business. For investors watching NasdaqGS:CASH, these updates come alongside a share price of $85.72 and multi year returns that have been positive, including 19.3% year to date and 126.1% over...
NasdaqGM:NAMM
NasdaqGM:NAMMMetals and Mining

Assessing Namib Minerals (NAMM) Valuation After A Sharp Unexplained Share Price Surge

Volatility in Namib Minerals after unexplained price spike Namib Minerals (NAMM) has drawn fresh attention after a share price jump of more than 100% on January 21, 2026, despite no new company announcements or regulatory filings. The move coincided with stronger gold prices during ongoing geopolitical tensions. This appears to have attracted short-term speculative interest and raised questions about liquidity risk and price sustainability. See our latest analysis for Namib Minerals. The...
NYSE:TJX
NYSE:TJXSpecialty Retail

TJX Insider Selling Tests Confidence After Strong Multi Year Share Gains

TJX Companies (NYSE:TJX) has seen significant insider stock sales in recent months, including transactions by the CEO. These sales have occurred without any offsetting insider purchases over the same period. The activity comes as the stock most recently closed at $153.24. For a company like TJX Companies, which trades on the NYSE under the ticker NYSE:TJX, this kind of insider activity tends to get investors talking. The stock has posted a 26.4% return over the past year and a 95.1% return...
NasdaqGS:MGEE
NasdaqGS:MGEEElectric Utilities

Fresh Look At MGE Energy (MGEE) Valuation After Recent Share Price Weakness

Fresh look at MGE Energy after recent performance MGE Energy (MGEE) has seen mixed share performance recently, with a 1 day decline of 1.66% and a roughly 8.5% decline over the past 3 months, prompting a closer look at what investors are paying for today. See our latest analysis for MGE Energy. At a share price of $78.60, MGE Energy’s recent 90 day share price return of an 8.51% decline sits against a 1 year total shareholder return of a 6.32% decline and a 5 year total shareholder return of...
NYSE:PG
NYSE:PGHousehold Products

Is Procter & Gamble (PG) Still A Long Term Hold After Recent Share Price Rebound

If you are wondering whether Procter & Gamble at around US$150 a share is still a solid long term holding or starting to look expensive, the key question is what you are really paying for today. The stock has returned 3.9% over the last 7 days and 3.7% over the last month, while the 1 year return sits at a 6.0% decline compared to gains of 15.3% over 3 years and 32.9% over 5 years. Recent headlines have continued to focus on Procter & Gamble as a global consumer staples heavyweight, with...