U.S. Retail REITs Stock News

QXO (QXO) just jumped about 5% in a single session after CEO Brad Jacobs shifted his attention back to the company, with upbeat Wall Street commentary and heavier institutional trading helping drive the move. See our latest analysis for QXO. The latest move sits on top of a powerful trend, with the share price at $21.96 after a roughly 29% one month share price return and a 12 month total shareholder return above 45 percent. This suggests momentum is building as investors warm to the Jacobs...

CNBC’s Jim Cramer just poured some cold water on Lumen Technologies (LUMN), arguing the stock has run too far too fast and that caution is warranted as investors weigh its still fragile turnaround. See our latest analysis for Lumen Technologies. The pullback that followed Cramer’s comments comes after a powerful run, with Lumen’s 90 day share price return of roughly 34% and year to date share price return near 39% signaling that momentum has been building. At the same time, the 1 year total...

Earlier this month, Waste Management’s board approved a capital allocation program featuring a planned 14.5% dividend rate increase for 2026 to US$3.78 per share annually and a new US$3.00 billion share repurchase authorization, replacing the prior US$1.50 billion plan. This marks the company’s twenty-third consecutive year of dividend increases and signals ongoing commitment to returning cash to shareholders alongside operational investments. Next, we’ll examine how WM’s larger 2026...

Honest Company (HNST) has quietly become a tougher stock to own, with shares down about 60% this year despite a recent month rebound. That disconnect is exactly what makes the setup interesting. See our latest analysis for Honest Company. The latest pullback, including a 1 day share price return of minus 2.9 percent to 2.71 dollars, comes after a modest 1 month share price rebound. However, year to date performance remains deeply negative, so momentum is still fragile rather than firmly...

Grindr (GRND) has quietly drifted this month, but its longer track record, including a strong 3 year return, makes the current pullback worth a closer look for patient, risk tolerant investors. See our latest analysis for Grindr. The stock has bounced 6.2 percent on a 7 day share price return, but that sits against a weaker year to date share price trend and a still impressive 3 year total shareholder return. This suggests momentum has cooled while the longer term growth story remains...

If you are wondering whether Kraft Heinz is quietly turning into a value play while the market looks elsewhere, you are not alone, and the numbers are starting to get interesting. Despite a modest decline of around 1.4% over the last week and 4.5% over the last month, the stock is down roughly 21.5% year to date and 16.0% over the past year. This naturally raises the question of whether the market has gone too far on the downside. Recently, sentiment around Kraft Heinz has been shaped by...

If you have ever wondered whether MercadoLibre at around $1,993 a share is still a smart buy or already priced for perfection, you are exactly who this breakdown is for. The stock is up 1.4% over the last week, 2.1% in the past month, 13.0% year to date, and about 15.2% over the last year, with a 127.0% gain over three years that highlights how powerful the long term story has been despite a more modest 19.8% over five years. Recent headlines have focused on MercadoLibre steadily expanding...

If you are wondering whether Fluor at around $40 a share is a bargain or a value trap, you are not alone. This breakdown is designed to help you decide with a clear, valuation-led lens. The stock has slipped 5.9% over the last week and is still down 17.2% year to date, yet long-term holders are sitting on a 153.0% gain over five years. This shows that sentiment around the name can swing quickly. Recently, investors have been reacting to a mix of contract wins and project updates in Fluor's...

Intuit (INTU) just gave investors a fresh catalyst by unveiling a multi year partnership with Circle to weave USDC stablecoin rails into TurboTax, QuickBooks, and Credit Karma, while also doubling down on AI and growth guidance. See our latest analysis for Intuit. Those moves help explain why Intuit’s recent 7 day share price return of 3.15 percent and year to date share price return of 8.42 percent contrast with a softer 1 year total shareholder return of 6.48 percent. This suggests momentum...

Costco Wholesale (COST) has quietly pulled back, with the stock down about 10% over the past year even as its long term track record and steady revenue and income growth remain intact. See our latest analysis for Costco Wholesale. With the share price now around $849.81 and a roughly 10% 1 year total shareholder return decline, momentum has clearly cooled in the short term. However, that pulls back a stock that has still delivered exceptional multi year total shareholder returns. If Costco’s...

If you are wondering whether Vertex Pharmaceuticals still offers good value after its big run, or if you would be buying in too late, you are in the right place to unpack what the current price really implies. The stock has climbed to around $460.31, with returns of 1.0% over the last week, 7.9% over the last month, and 13.4% year to date, adding to a 13.6% gain over 1 year and 98.0% over 5 years. Recent sentiment has been shaped by ongoing optimism around Vertex's cystic fibrosis franchise...

Kulicke and Soffa Industries recently highlighted its role in advanced semiconductor packaging for AI, emphasizing a shift toward Embedded Multi-die Interconnect Bridge (EMIB) technology and the Thermo-Compression Bonding tools that support it. By pairing its in-house packaging expertise with a long-standing partnership with Amkor, the company is positioning its tools at the center of high-value AI chip assembly workflows for major designers. Next, we’ll examine how this focus on...

Wondering if Capital One Financial is still a smart buy after its huge run, or if the value story has already played out? This article will walk through exactly what the numbers are saying about the stock today. The share price has climbed to around $246.77, delivering gains of 2.9% over the last week, 18.7% over the last month, 38.1% year to date, 38.9% over the past year, and 186.6% over three years and 176.7% over five years, which naturally raises questions about how much upside might be...

In recent days, analysts reaffirmed a positive view on TransDigm Group, pointing to its strong pricing power, disciplined execution in the commercial aerospace aftermarket, and healthy core business that has delivered solid organic revenue and earnings growth. An interesting twist is that short interest in TransDigm has risen even as Wall Street’s outlook remains favorable, highlighting a split between bullish analysts and more cautious traders. Against this backdrop of rising short...

Understanding the recent move in Union Pacific Union Pacific (UNP) has quietly added to its gains over the past month, and with the stock now trading around 4% above its recent levels, investors are reassessing what they are actually paying for. See our latest analysis for Union Pacific. That recent 1 month share price return of 3.71% nudges Union Pacific a bit higher in what has otherwise been a steady grind, with a 1 year total shareholder return of 5.76% and a 3 year total shareholder...

Valvoline (VVV) has landed back on investors' radar after upbeat analyst coverage following its fourth quarter results and the acquisition of 162 Breeze Autocare locations, highlighting a disciplined, acquisition-led growth strategy. See our latest analysis for Valvoline. Despite the upbeat narrative around tuck in acquisitions and growth, Valvoline's recent momentum has been soft, with a 90 day share price return of minus 20.3 percent and a 1 year total shareholder return of minus 18.5...

Recently, Jim Cramer highlighted Dover Corporation’s strong quarterly results, pointing to its pivot toward data center, aerospace, and clean energy markets, alongside management’s decision to raise full-year earnings guidance. This shift toward higher-growth, technology-driven end markets reinforces Dover’s effort to reposition its portfolio toward areas that may offer richer margins and more resilient demand. Next, we’ll examine how Dover’s raised earnings outlook and push into data...

Brinker International (EAT) just caught investors attention after a cluster of bullish analyst upgrades, tied to stronger fundamentals, leaner costs, and busier dining rooms, pushed the stock meaningfully higher this month. See our latest analysis for Brinker International. Those upgrades are landing on top of solid momentum, with an 11.92% 1 month share price return and a powerful 3 year total shareholder return of 358.56%. This suggests investors are steadily repricing Brinker's earnings...

Air Products and Chemicals (APD) has been grinding through a weaker stretch, with the stock down about 5% over the past month and roughly 11% in the past 3 months. See our latest analysis for Air Products and Chemicals. That recent slide comes on top of a weak year to date, with the share price down sharply in 2024 and longer term total shareholder returns barely positive over five years. This suggests momentum has clearly faded as investors reassess growth versus risk. If APD’s pullback has...

If you have been wondering whether Mohawk Industries at around $108 a share is a bargain or a value trap, you are not alone. This article is designed to cut through the noise and focus squarely on what the numbers say. The stock is down about 2.6% over the last week, roughly 1.2% over the last month, and about 6.3% year to date, while still sitting on a 10.8% gain over three years despite a 22.7% slide over five years. Recent headlines have centered on the housing and renovation cycle,...

Aristotle Capital Boston’s decision to fully exit Carter's (CRI), citing weakening fundamentals and a cloudy strategic path, put the stock back under the microscope for investors wondering whether the selloff has gone too far. See our latest analysis for Carter's. The latest move came after a tough stretch for investors, with Carter's year to date share price return sitting sharply negative. However, a roughly 6 percent 1 month share price gain hints that selling pressure may be easing, while...

Hut 8 partnership puts Jacobs Solutions in the AI infrastructure spotlight Jacobs Solutions (J) just landed a high profile role as EPCM partner to Hut 8 Corp. on a major AI infrastructure build, a deal that underlines rising demand for Jacobs advanced facilities expertise. See our latest analysis for Jacobs Solutions. The Hut 8 deal lands just as Jacobs navigates a choppy year, with a modest year to date share price return of 2.05 percent, but a stronger 39.44 percent three year total...

Wondering if Amazon.com is still attractive at today’s price, or if most of the upside has already been realized? This breakdown will help you assess whether the current market valuation makes sense. Over the last week the stock is up 2.6%, with a 3.5% gain over the past month and a 3.7% return year to date. The longer term 3 year return of 167.9% and 5 year return of 39.1% show how quickly sentiment around Amazon.com can shift. Recent headlines have focused on Amazon.com increasing its...

Avadel Pharmaceuticals has completed patient enrollment in REVITALYZ, its Phase 3 trial testing once-at-bedtime LUMRYZ for idiopathic hypersomnia, advancing the drug beyond its existing US FDA-approved use in narcolepsy. This milestone, paired with LUMRYZ’s Orphan Drug Designation in idiopathic hypersomnia, could meaningfully influence expectations for the drug’s long-term role in sleep medicine. We’ll now explore how completion of REVITALYZ enrollment, and the prospect of label expansion...