U.S. Residential REITs Stock News

NasdaqGS:GLXY
NasdaqGS:GLXYCapital Markets

Galaxy Digital (GLXY) Is Up 25.5% After Doubling ERCOT-Approved Power At Helios AI Campus

On January 15, 2026, Galaxy Digital Inc. announced it had completed ERCOT’s Large Load Interconnection Study and secured approval for an additional 830 megawatts of computing demand at its Helios data center campus in West Texas, lifting total approved and contracted power capacity at the site to over 1.6 gigawatts. This substantial power upgrade underpins Galaxy’s ambition to build a multi-tenant, multi-campus, multi-gigawatt platform for AI and high-performance computing workloads, using...
NasdaqGS:FSLR
NasdaqGS:FSLRSemiconductor

Is It Time To Reassess First Solar (FSLR) After Recent Share Price Pullback?

If you are wondering whether First Solar's share price still makes sense after recent moves, you are not alone. This article is designed to help you judge the current value with a clear framework. At a last close of US$243.64, the stock has had a 1.1% decline over the past week, a 5.8% decline over the past month, an 11.2% decline year to date, yet a 27.6% return over 1 year, 47.7% over 3 years and 126.6% over 5 years. This naturally raises questions about how much of the story is already in...
NYSE:AM
NYSE:AMOil and Gas

A Look At Antero Midstream (AM) Valuation As Dividends Buybacks And New Senior Notes Draw Attention

Antero Midstream (AM) has kept its quarterly cash dividend at $0.225 per share, alongside fourth quarter share repurchases and new senior notes offerings that reshape how cash flows between the company and its investors. See our latest analysis for Antero Midstream. At a share price of US$17.84, Antero Midstream has seen a 7 day share price return of 2.94% while its 1 year total shareholder return of 15.25% and 5 year total shareholder return above 200% reflect gradually building momentum...
NasdaqGM:RZLV
NasdaqGM:RZLVSoftware

Is Rezolve AI (RZLV) Attractive After Its Recent Share Price Surge?

If you are wondering whether Rezolve AI's recent run makes the stock look cheap or stretched, this article walks through what the current price could imply about its value. The shares last closed at US$4.62, with returns of 24.5% over 7 days, 55.6% over 30 days, 61.0% year to date and 53.5% over 1 year, while the 3 year return sits at a 54.2% decline. Recent price moves have come as Rezolve AI continues to attract attention in the AI and software space, where investor interest can quickly...
NasdaqGM:STAA
NasdaqGM:STAAMedical Equipment

STAAR Surgical (STAA) Is Down 6.8% After Governance Shake-Up Post Rejected Alcon Merger - Has The Bull Case Changed?

STAAR Surgical recently reshaped its board after shareholders rejected a proposed merger with Alcon, adding three investor-affiliated directors while CEO Stephen Farrell stepped down from the board but remains in the role until January 31, 2026. This shift hands greater influence to major shareholder Broadwood Partners and its allies, signaling potential changes in governance priorities and capital allocation for the standalone company. With Broadwood-backed directors now on the board, we’ll...
NYSE:FUL
NYSE:FULChemicals

H.B. Fuller (FUL) Margin Improvement And 16.2% Earnings Growth Test Bullish Narratives

H.B. Fuller FY 2025 earnings snapshot H.B. Fuller (FUL) has wrapped up FY 2025 with fourth quarter revenue of US$894.8 million and basic EPS of US$0.55, setting the tone for a year where earnings momentum and margin progression were in focus for investors. The company has seen quarterly revenue move from US$917.9 million in Q3 2024 to the US$788.7 million to US$898.1 million range across the first three quarters of 2025, while basic EPS shifted from US$1.01 in Q3 2024 to US$0.24, US$0.77 and...
NYSE:OMC
NYSE:OMCMedia

Is Omnicom Group (OMC) Still Attractively Priced After Recent Share Price Stagnation?

If you have been wondering whether Omnicom Group's share price still reflects its underlying business, this article walks through what the current numbers actually say about value. The stock last closed at US$80.84, with returns of 2.6% over the past 7 days, 0.2% over the past 30 days, a 0.6% decline year to date and a 2.3% decline over the past year. This is set against gains of 8.8% over 3 years and 52.6% over 5 years. Recent coverage has focused on how global advertising and marketing...
NasdaqGM:AIRO
NasdaqGM:AIROAerospace & Defense

A Look At AIRO Group Holdings (AIRO) Valuation After Liquidity Update And Upcoming Execution Milestones

Why AIRO Group Holdings (AIRO) Is Back on Investors’ Radar Recent coverage around AIRO Group Holdings (AIRO) has zeroed in on its liquidity position and upcoming execution milestones, which together help explain the renewed interest you might be seeing in the stock. See our latest analysis for AIRO Group Holdings. After a sharp 71.65% 30 day share price return and a 42.86% year to date share price return, AIRO’s recent pullback, including a 24.57% 90 day share price decline and softer 1 day...
NasdaqGS:MRCY
NasdaqGS:MRCYAerospace & Defense

Is Mercury Systems (MRCY) Pricing Reflect Its Rapid 1 Year Share Price Surge

If you are wondering whether Mercury Systems' recent share price strength still leaves any value on the table, this breakdown is designed to help you weigh the upside against the risks. The stock last closed at US$102.95, with returns of 16.0% over 7 days, 43.4% over 30 days, 35.4% year to date, 140.2% over 1 year and 119.4% over 3 years, which naturally raises questions about how the current price lines up with underlying value. These moves have played out alongside ongoing investor...
NYSE:COUR
NYSE:COURConsumer Services

Coursera (COUR) Valuation Check After Recent Share Price Weakness And Revenue Growth Prospects

Recent trading in Coursera (COUR) has drawn attention after a series of negative returns, including about a 19% decline over the past month and roughly 35% over the past 3 months. See our latest analysis for Coursera. Those short term share price declines sit within a tougher stretch for investors, with the year to date share price return at about an 8% decline and the 1 year total shareholder return around a 25% loss. This hints at fading momentum as the market reassesses Coursera’s growth...
NYSE:UI
NYSE:UICommunications

Is It Too Late To Consider Ubiquiti (UI) After A 36% One-Year Rally?

If you are wondering whether Ubiquiti’s recent share price puts it at an attractive entry point or a stretched one, this article walks through the key valuation angles you should be thinking about. The stock last closed at US$553.52, with returns of 0.8% over 7 days, a 0.9% decline over 30 days, a 2.3% decline year to date, and a 35.6% gain over 1 year, alongside gains of 104.0% over 3 years and 122.0% over 5 years. Recent price moves are best viewed against ongoing investor interest in...
NasdaqGS:XRAY
NasdaqGS:XRAYMedical Equipment

Is Dentsply Sirona (XRAY) Pricing Reflect Recent Slide In Dental Equipment Sentiment Accurately

If you are wondering whether DENTSPLY SIRONA’s share price reflects its underlying worth, you are not alone. This article walks through what the current market price might be implying about value. The stock closed at US$12.58, with returns of 0.8% over the past week and 10.6% over the past month, set against a year to date return of 11.6% and a 1 year return of a 28.4% decline. Recent coverage has focused on how investors are reassessing dental and medical equipment names like DENTSPLY...
NasdaqGS:ORIC
NasdaqGS:ORICBiotechs

Assessing ORIC Pharmaceuticals (ORIC) Valuation After Fresh Buy Ratings And Johnson & Johnson Collaboration

ORIC Pharmaceuticals (ORIC) stock has been in focus after fresh buy ratings from several research firms coincided with encouraging trial updates for its lead oncology drugs and a new collaboration with Johnson & Johnson. See our latest analysis for ORIC Pharmaceuticals. The recent news flow and analyst enthusiasm appear to be feeding into the share price, with ORIC’s 7 day share price return of 36.33% and year to date share price return of 41.00% standing against a 1 year total shareholder...
NYSE:KNF
NYSE:KNFBasic Materials

Assessing Knife River (KNF) Valuation After Wells Fargo Downgrade And Higher Price Target

Wells Fargo downgrade puts Knife River in focus Wells Fargo’s decision to downgrade Knife River (KNF) to Equal-Weight while lifting its price target to $81 has put fresh attention on the stock and how analysts currently view its prospects. See our latest analysis for Knife River. Knife River’s recent momentum has been firm, with a 23.6% 90 day share price return and year to date share price return of 10.31% taking the stock to $80.24, even though the 1 year total shareholder return is a...
NYSE:GIC
NYSE:GICTrade Distributors

How Investors May Respond To Global Industrial (GIC) Earnings Miss And Slowing Revenue Amid Supply Chain Strains

In its recent quarterly update, Global Industrial reported year-on-year revenue growth of 3.3% but missed analyst expectations on sales, EBITDA, and EPS, marking the slowest revenue growth and weakest performance versus estimates among maintenance and repair distributors. The results also underscored ongoing supply chain and inventory management difficulties, emphasizing how operational execution remains a central issue for the company and its peers. Next, we will examine how Global...
NYSE:IIIN
NYSE:IIINBuilding

Insteel Industries (IIIN) Net Margin Rebound Challenges Bearish Earnings Narratives

Insteel Industries (IIIN) opened its new fiscal year with Q1 2026 revenue of US$159.9 million and basic EPS of US$0.39, alongside net income of US$7.6 million. The company has seen revenue move from US$129.7 million and EPS of US$0.06 in Q1 2025 to a trailing twelve month revenue base of US$677.9 million and EPS of US$2.44. This gives investors a clearer sense of the earnings power behind the latest quarter and the improvement in net margin from 3.6% to 7% over the past year. See our full...
NYSE:J
NYSE:JProfessional Services

Is Jacobs Solutions (J) Fairly Priced After Recent Steady Multi Year Share Gains

Wondering if Jacobs Solutions at around US$141.50 is giving you fair value for the risk you take, or if the price is leaving too much on the table. The stock has seen returns of 2.2% over the last 7 days, 5.6% over 30 days, 4.5% year to date, 4.3% over 1 year, 48.1% over 3 years and 60.4% over 5 years, which naturally raises questions about how much of that performance is already reflected in the current share price. Recent news around Jacobs Solutions has focused on its role as a large US...
NasdaqGS:GLNG
NasdaqGS:GLNGOil and Gas

The Bull Case For Golar LNG (GLNG) Could Change Following Long-Term Argentina FLNG Charter Progress - Learn Why

In the past few months, Goldman Sachs began covering Golar LNG Limited with a positive view, while Golar confirmed that all Conditions Precedent for its 20‑year MKII FLNG charter with Southern Energy in Argentina had been satisfied, securing a long-term commercial arrangement. These developments, occurring against the backdrop of Argentina’s recent election of Javier Milei, meaningfully reduce policy uncertainty around the project and sharpen focus on Golar’s exposure to LNG-linked commodity...
NasdaqGS:BBSI
NasdaqGS:BBSIProfessional Services

Assessing Barrett Business Services (BBSI) Valuation After New Employee File Cabinet HR Tech Launch

What the new Employee File Cabinet launch means for BBSI shareholders Barrett Business Services (BBSI) has rolled out its Employee File Cabinet HRIS module within the BBSI Client Portal, built with Box, giving clients a secure, centralized hub for key HR documents. The launch highlights BBSI’s ongoing push to consolidate HR workflows into a single portal experience. The company points to potential benefits around compliance, time savings, and employee access to their own documents. See our...
NYSE:NRGV
NYSE:NRGVElectrical

Why Energy Vault (NRGV) Is Up 11.5% After Launching Its First ERCOT Asset Vault Project

Energy Vault Holdings, Inc. previously filed a shelf registration for US$180.55 million of common stock, while also beginning construction on the 150 MW/300 MWh SOSA Energy Center battery storage project in Madison County, Texas under its Asset Vault "Own & Operate" platform. This combination of fresh financing capacity and the company’s first Asset Vault project in the ERCOT North market highlights a shift toward owned infrastructure backed by recurring revenues and supported by a US$300...
NasdaqGS:ILMN
NasdaqGS:ILMNLife Sciences

Is Illumina (ILMN) Pricing Reflect Its Worth After Regulatory Scrutiny And Mixed Long Term Returns

If you are wondering whether Illumina's current share price reflects its true worth, this article walks through the key numbers that matter before you make up your mind. Illumina's stock recently closed at US$145.30, with returns of 10.4% over 30 days, 8.2% year to date and 5.8% over 1 year, but declines of 23.9% over 3 years and 63.1% over 5 years, highlighting how mixed the journey has been for long term holders. Recent news around Illumina has focused on ongoing questions about its...
NasdaqGS:CVGW
NasdaqGS:CVGWFood

Calavo Growers (CVGW) Margin Turnaround Challenges Cautious Earnings Narratives

Calavo Growers (CVGW) just wrapped up FY 2025 with Q4 revenue of US$124.7 million and basic EPS of US$0.21. Trailing 12 month revenue came in at US$648.4 million and EPS at US$1.11, supported by a trailing net profit margin of 3.1% versus 1.0% in the prior year. Over the last few quarters, revenue has ranged from US$154.4 million to US$190.5 million with quarterly EPS between US$0.21 and US$0.38. This points to a picture of improving profitability that puts margins, rather than top line...
NYSE:MS
NYSE:MSCapital Markets

Morgan Stanley (MS) Earnings Surge And Margin Strength Challenge Cautious Growth Narratives

Morgan Stanley (MS) has wrapped up FY 2025 with fourth quarter revenue of US$17.9b and basic EPS of US$2.72, capping a twelve month run that produced total revenue of US$70.3b and basic EPS of US$10.32, alongside a 26.9% rise in earnings and a net profit margin of 23.1% compared with 20.8% the year before. Over the past six quarters, the bank has seen quarterly revenue move from US$15.3b in Q3 2024 to US$17.9b in Q4 2025, while quarterly basic EPS moved from US$1.91 to US$2.72. This set up a...
NasdaqGM:AXSM
NasdaqGM:AXSMPharmaceuticals

Assessing Axsome Therapeutics (AXSM) After An 86% One-Year Share Price Surge

Wondering if Axsome Therapeutics at around US$174 a share still offers value, or if most of the opportunity has already been priced in? This article is built to help you frame that question clearly. The stock has seen a 3.9% return over the past week and 18.6% over the last 30 days, while year to date it is at a 2.5% decline and up 85.9% over the last year and 155.9% over three years, with a 129.4% return over five years. Recent coverage of Axsome has focused on its position in...