U.S. Retail REITs Stock News

Harmonic (HLIT) is back in focus after raising its full year 2026 earnings guidance and outlining stronger broadband momentum, while moving ahead with the planned sale of its video business to concentrate on broadband. See our latest analysis for Harmonic. Investors have responded quickly to the stronger broadband story and higher 2026 guidance, with a 1 month share price return of 34.17% and a 1 year total shareholder return of 39.06%. The 3 year total shareholder return remains down 19.34%,...

CVS Health (NYSE:CVS) is divesting its Omnicare subsidiary to GenieRx, with the transaction approved by the U.S. Bankruptcy Court and awaiting regulatory approvals. The company is launching CVS Air Response, a drone-enabled healthcare logistics network with SkyfireAI and Thales Aerospace, focused on emergency and specialty pharmaceutical delivery. CVS Caremark plans to update its commercial formularies on July 1, 2026, prioritizing FDA-approved biosimilars for key treatments to support...

Expedia Group (NasdaqGS:EXPE) is expanding its B2B travel operations, supported by strong segment growth that now contributes a larger share of total revenue. The company is reported to be in talks to acquire CarTrawler, a move aimed at strengthening its car rental platform and wider partner offering. This potential deal and the faster B2B growth mark a shift in Expedia Group's business mix beyond its core consumer travel brands. For investors tracking NasdaqGS:EXPE, the focus has recently...

On April 30, 2026, Best Buy disclosed that two shareholder groups filed proposals asking for detailed reporting on risks tied to ESG and DEI-linked executive pay and on the financial rationale for investments highlighted in its 2025 Corporate Responsibility & Sustainability Report, while the company urged investors to vote against both at its upcoming June 12, 2026 meeting. This clash over ESG oversight and investment transparency highlights growing tension between activist shareholders...

If you are wondering whether Fluence Energy's current share price still offers value after a strong run, the numbers around recent performance and valuation checks are worth a closer look. The stock trades at US$22.10, with returns of 63.0% over the past week, 61.9% over the past month, a decline of 4.0% year to date, and 305.5% over the last year. This naturally raises questions about how much upside or risk is now priced in. Recent coverage has focused on Fluence Energy's role in energy...

Brunswick (NYSE:BC) is supplying marine platforms, propulsion and electronics for Textron Systems’ TSUNAMI uncrewed surface vessel fleet. The partnership focuses on modular, scalable systems designed for autonomy and defense applications for the U.S. Navy. This agreement extends Brunswick’s marine technology beyond recreational boating into dual use military programs. For investors watching NYSE:BC, this defense collaboration adds a new angle to a company better known for recreational...

TG Therapeutics recently reported past first-quarter 2026 results showing revenue of US$204.92 million and net income of US$19.78 million, while raising its full-year 2026 total global revenue target to about US$925 million, largely driven by higher expected BRIUMVI U.S. net product revenue of US$885 million to US$900 million. This combination of stronger earnings and higher guidance underlines how central BRIUMVI has become to TG Therapeutics’ business model and forward planning. We’ll now...

Insmed (INSM) has drawn fresh investor attention after reporting first quarter 2026 results that combined significant revenue contributions from BRINSUPRI and ARIKAYCE with a smaller net loss and reiterated full year guidance. See our latest analysis for Insmed. Despite the solid Q1 update and reiterated guidance, the stock has recently pulled back, with a 30 day share price return of down 21.93% and a year to date share price return of down 33.38%. At the same time, the 1 year total...

LendingClub (NYSE:LC) is rebranding as Happen Bank to reflect its technology focused banking model. The company is shifting its business toward serving institutional loan buyers rather than individual peer to peer investors. Happen Bank is expanding into home improvement lending, with plans to add home equity and mortgage products over time. For you as an investor, the Happen Bank rebrand marks a clear break from LendingClub's peer to peer roots and leans into its role as a digital bank...

Molina Healthcare and The MolinaCares Accord announced a new grant to support an empowerment and skills program for young adults with disabilities in Massachusetts. The initiative funds the Youth Empowerment Services, or YES, program, focused on building employment readiness and independence. The program targets young adults with disabilities and is positioned as a community-focused extension of Molina Healthcare's existing services. For investors watching NYSE:MOH, this new grant adds a...

Why Black Stone Minerals is on investors' radar Black Stone Minerals (BSM) has drawn fresh attention after recent trading left the stock roughly flat over the year to date, despite a market value of about US$2.87b and reported revenue of US$410.17 million. See our latest analysis for Black Stone Minerals. At a share price of US$13.55, Black Stone Minerals has seen its share price drift lower over the past three months while still producing a positive 1-year total shareholder return of 7.27%...

Event context and recent price move Sionna Therapeutics (SION) stock moved about 5.3% higher in the latest session, bringing the last close to US$43.12. That leaves the clinical stage cystic fibrosis specialist with a market value near US$1.85b. See our latest analysis for Sionna Therapeutics. The latest 5.3% 1 day share price return sits within a generally positive trend, with the 90 day share price return of 14.6% and a very large 1 year total shareholder return suggesting momentum has been...

In the past week, Artisan Mid Cap Fund disclosed a new position in Semtech, highlighting its high-performance connectivity chips for AI-driven data centers and pointing to a possible sale of the lower-quality Sierra Wireless unit to streamline the business. At the same time, some research platforms flagged Semtech’s shares as very expensive with insider selling of about US$3.2 million, underscoring a sharp divide between institutional optimism and valuation concerns. Next, we’ll explore...

Sempra (SRE) is back in focus after reporting first quarter 2026 results, with revenue of US$3,655 million, net income of US$1,037 million, and updated earnings guidance that reaffirmed its outlook for 2026 and 2027. See our latest analysis for Sempra. The share price has eased in the short term, with a 30 day share price return of 4.73% and a 7 day return of 2.12% both declining, even as the 1 year total shareholder return of 26.20% and 5 year total shareholder return of 57.92% point to...

BorgWarner (BWA) stock has been in focus after the company secured fresh eMotor and turbocharging awards with Asian and European automakers, reported higher year-over-year quarterly earnings, and reaffirmed full-year 2026 guidance. See our latest analysis for BorgWarner. BorgWarner’s recent eMotor and turbocharging wins, along with higher quarterly earnings and reaffirmed 2026 guidance, have coincided with a 24.85% 1 month share price return and a very strong 1 year total shareholder return...

If you are asking whether Dynatrace at US$34.73 is a bargain or a trap, the answer starts with understanding what the current price actually reflects about the business. The stock is down 9.1% over the past week, up 2.9% over the past month, and still down 18.0% year to date and 35.1% over the last year, so investors are clearly reassessing both its potential and its risks. Recent coverage has focused on how software companies are being repriced as investors weigh growth expectations against...

Rockwell Automation recently helped power Actemium’s Real-Time Coefficient of Performance (RtCOP) autonomous AI application, which continuously optimizes energy-efficient operating configurations for industrial refrigeration at a large frozen french fry producer using the PlantPAx distributed control system. The RtCOP solution, which is being scaled across the customer’s refrigeration plants with shared efficiency dashboards, underlines how Rockwell’s control platforms can support...

IQVIA Holdings (IQV) is back in focus after expanding its collaboration with Kexing Biopharm to use AI-enabled clinical trial tools across a global, multi product biosimilar program, drawing fresh attention to the stock. See our latest analysis for IQVIA Holdings. The stock’s 1 day share price return declined 1.53% to $172.38, extending a 7 day share price pullback of 2.32%. However, the 1 year total shareholder return of 21.55% contrasts with weaker multi year outcomes and indicates that...

Stock performance snapshot Hamilton Lane (HLNE) has drawn investor attention after a sharp pullback, with the stock down 12% over the past month and 29.5% over the past 3 months, compared with a 49.5% decline over the past year. See our latest analysis for Hamilton Lane. With the share price at $86.74, Hamilton Lane’s recent pullback has added to already weak momentum. The 1 month and year to date share price returns both show double digit declines, while the 3 year total shareholder return...

Flex (NasdaqGS:FLEX) has received Board approval to spin off its Power and Cloud business into a separate company called SpinCo. SpinCo is planned as an independent, AI focused power and thermal management company, with current CEO Revathi Advaithi set to lead it. Michael Hartung will become CEO of Flex after the separation, creating two distinct public companies with different business profiles. For investors following NasdaqGS:FLEX, this decision comes with the stock at $143.8 and very...

AES stock performance snapshot after recent trading session AES (AES) shares recently closed at US$14.43, leaving the stock roughly flat over the past month and down about 11% over the past 3 months, despite a 1-year total return above 20%. See our latest analysis for AES. Behind the steady recent share price, the 3 month share price return has fallen about 11%, while the 1 year total shareholder return is a little over 21%, suggesting earlier gains have cooled for now. If you are looking...

TJX Companies recently issued guidance pointing to slower growth for its latest quarter and a more moderate expansion path for the year, even as its off‑price retail concept continues to attract value‑focused shoppers. At the same time, sector pressure from weak consumer sentiment and institutional selling has left TJX unusually exposed heading into its 20 May earnings release. With TJX signaling more muted growth against a backdrop of sector pressure, we’ll now examine how this shapes its...

Penguin Solutions (PENG) is back on investors radar after fiscal 2026 Q2 results came in ahead of expectations and management lifted its full year revenue growth forecast, supported by AI focused server deployments and sustainability partnerships. See our latest analysis for Penguin Solutions. The stock’s recent rally has been sharp, with a 1-month share price return of 97.99% and a year-to-date share price return of 138.02%. The 1-year total shareholder return of 147.28% reflects momentum...

Xenon Pharmaceuticals (XENE) stock is in focus after the company paired encouraging Phase III azetukalner epilepsy data with plans for a Q3 2026 NDA filing and a defined commercial launch timeline. See our latest analysis for Xenon Pharmaceuticals. Despite a softer 7 day and 30 day share price return, Xenon’s recent Phase III update and extended cash runway have come after a 34.26% 90 day share price return and a very strong 1 year total shareholder return of 87.9%. This suggests that...