U.S. Retail REITs Stock News

AeroVironment (AVAV) has drawn fresh attention after its LOCUST high energy laser system cleared a first of its kind counter-drone test with U.S. defense and aviation authorities, validating use in domestic airspace. See our latest analysis for AeroVironment. Even with headline wins like the LOCUST laser test and the new Halo_Shield rollout, the stock has faced a sharp pullback, with a 90 day share price return of 34.61% and a 1 year total shareholder return roughly flat. At the same time, 3...

In the first quarter of 2026, Phillips 66 reported revenue of US$33.00 billion and net income of US$207 million, with earnings per share from continuing operations of US$0.51, reflecting solid refining margins and improved performance in chemicals and renewable fuels. Analysts highlighted that stronger refining margins and better results in chemicals and renewable fuels underpinned the earnings beat, reinforcing management’s emphasis on an integrated business model, capital discipline, and...

What recent performance says about Howard Hughes Holdings With no single headline event in focus, Howard Hughes Holdings (HHH) has drawn attention after a mixed stretch, including a roughly 22% decline over the past 3 months alongside modest revenue and net income growth. See our latest analysis for Howard Hughes Holdings. That recent 22.6% 90 day share price decline, alongside a 19.4% year to date share price return decline and a 9.2% 1 year total shareholder return decline, signals fading...

DigitalOcean Holdings (DOCN) has quickly moved back onto investor radar following first quarter 2026 results, higher revenue guidance for 2026 and 2027, and new AI infrastructure launches that have reset expectations for the stock. See our latest analysis for DigitalOcean Holdings. The share price has been on a sharp upswing, with a 30-day share price return of 73.73% and a 90-day share price return of 139.08%. The 1-year total shareholder return of 403.28% highlights how strongly recent...

In early May 2026, EchoStar drew attention as investors increasingly framed the company as an indirect way to access SpaceX, while operational segments, regulatory issues, and recent insider share sales added complexity to its story. A key development was FMR LLC disclosing a 10.1% stake in EchoStar, highlighting growing institutional interest even as analysts debate whether the shares look overvalued. Next, we’ll examine how EchoStar’s emerging role as a proxy for SpaceX exposure interacts...

Nuvation Bio (NUVB) has drawn fresh attention after reporting first quarter revenue of US$83.23 million and a profit of US$5.4 million, alongside new FDA and guideline milestones for its oncology drug IBTROZI. See our latest analysis for Nuvation Bio. The stock has been volatile, with a 1-day share price return of a 4.56% decline following a strong 7-day share price return of 8.09%. The year-to-date share price return of a 43.94% decline contrasts with a very large 1-year total shareholder...

Fortive recently reported first-quarter 2026 results showing revenue of US$1,069.4 million and net income of US$136.4 million, while also boosting its share repurchase authorization to 72,378,691 shares with 20,000,000 shares remaining available. Behind the headlines, management highlighted strong demand in Intelligent Operating Solutions and Advanced Healthcare Solutions, with AI-enhanced and recurring-revenue offerings growing faster than overall sales and supporting the reaffirmed...

Cushman & Wakefield recently reported past first-quarter 2026 results with revenue rising to US$2,535.8 million from US$2,284.6 million a year earlier, while shifting from net income of US$1.9 million to a net loss of US$12.6 million largely tied to one-off pension-related items. Alongside record leasing activity driven by data centers and other AI-related demand, the firm reaffirmed its full-year outlook and continued reducing leverage, indicating operational momentum despite the quarterly...

Recently, Keysight Technologies reported earnings and guidance that exceeded expectations, supported by broad-based demand in AI infrastructure, aerospace and defense, and semiconductors, while also launching a PCIe 7.0 receiver test solution and deepening its collaboration on electric-vehicle charging standards in China. Together, these developments highlight how Keysight is pairing strong current execution with product and partnership innovation in emerging areas like high-speed computing...

Curbline Properties Corp. recently reported first-quarter 2026 results showing revenue of US$57.99 million but a drop in net income to US$3.56 million, and it slightly reduced full-year earnings guidance while confirming a quarterly dividend of US$0.17 per share payable in July 2026. The combination of higher sales, lower earnings, heavier investment plans and a confirmed dividend has coincided with increased investor concern, including an analyst downgrade to Strong Sell and reports of...

In late April 2026, Alkami Technology, Inc. reported first-quarter 2026 results showing US$126.14 million in sales and a net loss of US$9.96 million, issued GAAP revenue guidance of US$128.0–129.0 million for the second quarter and US$527.1–530.9 million for 2026, and authorized a US$100 million share repurchase program supported by a credit agreement amendment. At the same time, General Atlantic–affiliated funds increased their ownership to 16.3% of Alkami’s shares, obtained board approval...

FormFactor (FORM) is back on investors’ radar after first quarter 2026 earnings, with sales of US$226.14 million and net income of US$20.38 million, along with Q2 guidance pointing to record quarterly revenue. See our latest analysis for FormFactor. The strong first quarter and guidance have come alongside sharp share price momentum, with a 30 day share price return of 37.63% and a year to date share price return of 144.43%, while the 1 year total shareholder return is very large. If...

Why ProAssurance is on investors’ radar today ProAssurance (PRA) has been drawing fresh attention after its recent share performance, with the stock flat over the past day but modestly positive over the past month and past three months. For investors following US insurance stocks, that backdrop, paired with revenue of US$1,099.465 million and net income of US$65.198 million, raises questions about how ProAssurance’s current valuation aligns with its recent total returns. See our latest...

SL Green Realty (SLG) is back in focus after its One Madison Avenue project received the 2026 Urban Land Institute Award for Excellence in Development and reached 100% leasing, alongside flagship peer asset One Vanderbilt. See our latest analysis for SL Green Realty. The award recognition comes as momentum in SL Green Realty’s stock has picked up, with a 6.77% 7 day share price return and a 20.55% 30 day share price return. The 1 year total shareholder return is a 14.13% loss, while the 3...

In recent weeks, Eightfold AI announced it has integrated its autonomous Interviewer tool into Oracle Fusion Cloud Recruiting, while Oracle and BorderPlex Digital Assets revealed that Project Jupiter’s New Mexico AI data center campus will be fully powered by Bloom Energy fuel cells within a consolidated microgrid. These developments, alongside reports of very large AI-related capital commitments, workforce reductions, and increased bond financing, highlight how Oracle is reshaping its...

Why Columbia Banking System’s latest earnings matter for shareholders Columbia Banking System (COLB) reported first quarter 2026 earnings that came in below analyst expectations, with higher non interest expenses tied to the Pacific Premier integration weighing on profitability and raising new questions about earnings momentum. See our latest analysis for Columbia Banking System. The share price reaction to the earnings miss has been relatively contained, with a 1 day share price return...

SPX Technologies (SPXC) drew investor attention after first quarter sales reached US$566.8 million with net income of US$59.9 million, alongside higher full year 2026 revenue guidance in the range of US$2.575 billion to US$2.645 billion. See our latest analysis for SPX Technologies. The latest earnings update and raised 2026 revenue guidance came as the share price has been relatively flat year to date, with a 0.99% share price return. Total shareholder return over the past year is 37.43%,...

In the first quarter ended March 31, 2026, Green Plains Inc. reported US$445.8 million in sales, US$32.94 million in net income and lower year-on-year production across ethanol, distillers grains, ultra-high protein and renewable corn oil. The return to profitability despite reduced volumes and revenue highlights how cost control and mix improvements can influence Green Plains’ earnings profile. Next, we’ll examine how Green Plains’ return to profitability on reduced production and revenue...

In early May 2026, BorgWarner reported first‑quarter 2026 sales of US$3,533 million and net income of US$242 million, while maintaining full‑year guidance that targets net sales of US$14.00–US$14.30 billion and a U.S. GAAP operating margin of 9.7%–9.9%. A wave of recent program wins in electrified and emissions-focused technologies, spanning Asian eMotor awards and a Euro 7 commercial vehicle platform, suggests BorgWarner is deepening its role in next‑generation propulsion across both...

Recent performance and business snapshot Lantheus Holdings (LNTH) has drawn attention after a stretch of strong share price performance, with the stock up over the past week, month and past 3 months, while also showing a double digit 1 year total return. The company develops diagnostic and therapeutic products used in the detection and treatment of heart disease, cancer and other conditions, reporting revenue of US$1,546.178 million and net income of US$279.031 million from its portfolio of...

Why Marriott Vacations Worldwide (VAC) Is Back in Focus Marriott Vacations Worldwide (VAC) is back on investors’ radar after reporting first quarter 2026 results alongside higher full year contract sales guidance, reflecting a combination of mixed profitability and a more confident outlook for the rest of the year. See our latest analysis for Marriott Vacations Worldwide. VAC’s share price has climbed in recent months, with a 30 day share price return of 18.77% and a 90 day gain of 38.81%...

Arcutis Biotherapeutics (ARQT) is in focus after reporting Q1 2026 revenue of US$105.4 million, a narrowed net loss of US$11.3 million, positive operating cash flow, and reaffirmed full year revenue guidance. See our latest analysis for Arcutis Biotherapeutics. The stock closed at US$20.66 after the results, with a 1-day share price return of -14.52% and a year to date share price return of -28.76%. However, the 1-year total shareholder return is 52.87%, which suggests recent momentum has...

MarketAxess Holdings (MKTX) is back in focus after first quarter 2026 earnings, reporting revenue of US$233.38 million and net income of US$77.88 million, alongside the completion of a US$300 million share repurchase program. See our latest analysis for MarketAxess Holdings. The earnings beat and new partnership with Moment come after a tougher stretch for holders, with the share price down 14.5% year to date and a 1 year total shareholder return of 31.41% in decline. This suggests sentiment...

In the first quarter of 2026, Flutter Entertainment reported sales of US$4,304 million, lower net income of US$218 million, and confirmed the completion of a US$1,241.88 million share buyback while announcing the departure of FanDuel CEO Amy Howe and expanded leadership roles for Christian Genetski and Dan Taylor. The combination of softer earnings, a leadership reshuffle at FanDuel, and continued capital returns via buybacks gives investors fresh information on how Flutter is balancing U.S...