U.S. Retail REITs Stock News

NasdaqGM:IRMD
NasdaqGM:IRMDMedical Equipment

IRADIMED Dividend Launch Tests Strength Of 2025 Earnings Performance

IRADIMED (NasdaqGM: IRMD) declared a regular quarterly cash dividend. The company reported earnings results for the fourth quarter of 2025. IRADIMED also released its financial results for the full year 2025. IRADIMED, trading at $100.625, has seen its share price climb 79.4% over the past year and 378.2% over the past five years. This performance puts recent results and the new dividend in sharp focus for existing and prospective shareholders. The stock is also up 5.4% year to date, even...
NasdaqGS:UPWK
NasdaqGS:UPWKProfessional Services

Is Upwork (UPWK) Offering An Opportunity After Recent Share Price Slump

Wondering if Upwork at around US$12.76 is a bargain or a value trap? This article walks through what the current price might be implying about the business. The stock has seen sharp moves recently, with a 12% decline over the last week, a 35.8% decline over the last month, and a 35.7% decline year to date, while the 3 year return sits at 8% and the 5 year return at a 76.1% decline. Recent headlines have focused on Upwork as a key listed platform in the online freelance and remote work space,...
NYSE:WGO
NYSE:WGOAuto

Is It Too Late To Consider Winnebago Industries (WGO) After Its Recent Share Price Gains

Wondering if Winnebago Industries is a bargain at its current share price or if the stock already reflects its prospects? This article breaks down what the numbers actually say about value. The stock last closed at US$46.65, with a year to date return of 14.2% and a 1 year gain of 9.0%, after 30 day and 7 day returns of 2.4% and 1.2% declines respectively, so recent trading has been mixed. Recent headlines around Winnebago have focused on broad themes like consumer demand for outdoor...
NYSE:AMC
NYSE:AMCEntertainment

A Look At AMC Entertainment’s (AMC) Valuation After New Shelf Registration And US$150 Million Equity Offering

AMC Entertainment Holdings (AMC) has filed an omnibus shelf registration that covers a wide range of securities, along with a separate at the market follow on offering of up to US$150 million in common stock. See our latest analysis for AMC Entertainment Holdings. These capital raising plans land after a tough stretch for shareholders, with AMC’s latest share price at US$1.25, a 30 day share price return of 22.36% decline and a 1 year total shareholder return of 66.22% loss. This suggests...
NYSE:CAG
NYSE:CAGFood

Is Conagra Brands (CAG) Offering Value After Recent Share Price Rebound?

If you are wondering whether Conagra Brands at around US$18.89 is a bargain or a value trap today, this article will help you assess what the current share price really reflects. The stock has recently shown mixed returns, with an 11.4% gain over 30 days and 9.2% year to date, set against a 15.0% decline over 1 year and a 38.7% decline over 3 years. Recent coverage has focused on how Conagra Brands fits into the packaged foods sector, including commentary on its brand portfolio and cost...
NYSE:HUM
NYSE:HUMHealthcare

Humana Expands Florida Primary Care Reach As Shares Trade Below Targets

Humana’s CenterWell has acquired MaxHealth, a primary care provider in Florida. The deal significantly broadens CenterWell’s primary care presence across the state. The acquisition supports Humana’s value based care model for Medicare and other patients. For investors watching NYSE:HUM, this move comes with the stock trading around $184.99 and showing mixed recent performance. Shares are up 2.0% over the past week but have seen declines of 32.3% over 30 days and 30.1% year to date. Over...
NYSE:ORCL
NYSE:ORCLSoftware

How New Government Cloud Wins and AI Lawsuits Will Impact Oracle (ORCL) Investors

In recent days, Oracle has secured new public-sector and healthcare cloud deals, expanded its AI-driven software and clinical tools, and won an US$88 million United States Department of the Air Force cloud contract, even as it faces multiple securities fraud class action lawsuits over its AI infrastructure spending disclosures. These developments highlight a sharp contrast between Oracle’s expanding role in mission-critical AI and cloud workloads and growing investor unease about its heavy...
NYSE:VLO
NYSE:VLOOil and Gas

A Look At Valero Energy (VLO) Valuation As Venezuelan Crude Access Reshapes Its Refining Opportunity

Valero Energy (VLO) is back in focus after securing discounted Venezuelan crude, as U.S. policy shifts and sanctions ease. This development gives the refiner access to lower cost supply and supports recent margin strength. See our latest analysis for Valero Energy. Over the past year, Valero Energy’s share price return has been supported by strong refining margins and discounted Venezuelan crude, with a 30 day share price return of 7.57% and a 1 year total shareholder return of 47.0%,...
NYSE:COF
NYSE:COFConsumer Finance

Capital One Financial (COF) Valuation Check After Recent Share Price Pullback

What Capital One Financial (COF) investors are watching now Capital One Financial (COF) has been trading under pressure recently, with the stock down about 13% over the past month and modestly positive over the past 3 months, which has drawn fresh attention to its valuation. See our latest analysis for Capital One Financial. Despite the recent 13.6% 30 day share price decline and a 6% drop over the past week, Capital One Financial’s 1 year total shareholder return of 2.9% and very large 3...
NasdaqGS:RVMD
NasdaqGS:RVMDBiotechs

A Look At Revolution Medicines (RVMD) Valuation After Strong One Year Shareholder Returns

Recent performance snapshot Revolution Medicines (RVMD) has drawn investor interest after recent price moves, with the stock closing at $100.61 and showing mixed short term returns, including a pullback over the past month and comparatively stronger performance over the past 3 months. See our latest analysis for Revolution Medicines. Looking beyond the recent swings, Revolution Medicines has paired a sharp 42.65% 90 day share price return with a very large 1 year total shareholder return of...
NYSE:AGRO
NYSE:AGROFood

What Adecoagro (AGRO)'s Fresh Buy Ratings and Value Focus Mean For Shareholders

Earlier this week, Citigroup initiated coverage of Adecoagro S.A. with a Buy rating, highlighting supportive fundamentals and its exposure to agricultural commodity markets, while Zacks ranked the stock #1 (Strong Buy) with an A grade in Value based on its valuation metrics. Together, the fresh analyst coverage and value-oriented recognition frame Adecoagro as a company where perceived mispricing and business positioning are attracting heightened institutional attention. We’ll now examine...
NYSE:HIMS
NYSE:HIMSHealthcare

Hims And Hers Faces GLP-1 Setback While Expanding Into Longevity Care

Hims & Hers Health (NYSE:HIMS) has halted its newly launched compounded GLP-1 weight loss pill only days after introducing it. The move follows a lawsuit from Novo Nordisk over compounded weight loss drugs and increased FDA scrutiny of these products. The company is shifting its focus toward longevity and diagnostics, including hormone therapy and early cancer detection services. Hims & Hers Health, known for its direct to consumer telehealth model across categories like mental health, hair...
NYSE:CDP
NYSE:CDPOffice REITs

How Strong 2025 Results, 2026 EPS Guidance, and a Major Defense Lease At COPT Defense (CDP) Have Changed Its Investment Story

COPT Defense Properties reported full-year 2025 results showing higher sales of US$714.18 million, revenue of US$763.92 million, and net income of US$152.32 million, and also issued new 2026 EPS guidance while announcing a nearly 11-year, 148,000-square-foot lease with a top 10 U.S. defense contractor at National Business Park. This combination of improved profitability, forward-looking earnings guidance, and a long-term lease that lifts its 882,000-square-foot development pipeline to 86%...
NYSE:IBM
NYSE:IBMIT

Do IBM’s New AI FlashSystems Reveal Innovation Depth or Marketing Emphasis in Its AI Story (IBM)?

In early February 2026, IBM unveiled a new generation of IBM FlashSystem storage co-run by agentic AI, featuring three new systems, FlashSystem.ai services, fifth-generation FlashCore Modules, and AI-driven ransomware detection designed to make storage operations more autonomous, efficient, and resilient. At the same time, fresh scrutiny of IBM’s artificial intelligence positioning and business model by a prominent short seller has intensified debate about whether these kinds of AI-infused...
NasdaqGS:UPBD
NasdaqGS:UPBDSpecialty Retail

How Investors Are Reacting To Upbound Group (UPBD) Pushing Deeper Into Sub-Prime Lending With Brigit Acquisition

Upbound Group recently acquired Brigit, a payday lending subscription app focused on sub-prime consumers, adding a digital lending platform alongside its Rent-A-Center and Acima rent-to-own segments. This move extends Upbound’s reach further into sub-prime lending at a time when its leverage levels and business mix are already under investor scrutiny. We’ll now examine how the Brigit acquisition, and its deeper push into sub-prime digital lending, may reshape Upbound Group’s investment...
NasdaqGS:SNPS
NasdaqGS:SNPSSoftware

Synopsys Bets On AI And Ecosystem Strength With SimuTech Recognition

Synopsys recognized SimuTech Group as its 2025 Worldwide Channel Partner of the Year, highlighting performance across sales, support, and customer enablement. The company is expanding AI driven electronic design automation tools aimed at streamlining chip and system design workflows. Recent partnerships, including NVIDIA's investment and deeper integration with Ansys, reflect collaboration across hardware, software, and simulation. Synopsys (NasdaqGS:SNPS) operates at the center of chip...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Rivian’s Profit Milestone Reframes Risks As R2 SUV And VW Deal Near

Rivian Automotive reported a positive gross profit in the fourth quarter, marking a key shift in its unit economics. The company is preparing for the launch of its R2 midsized SUV in 2026, targeting a broader mass market audience. Rivian advanced its technology joint venture with Volkswagen Group, triggering new funding phases tied to software and platform development. Rivian Automotive, NasdaqGS:RIVN, is drawing fresh attention after reaching positive gross profit in the fourth quarter, a...
NYSE:TXT
NYSE:TXTAerospace & Defense

What Textron (TXT)'s New Buyback and Level D Simulator Milestone Means For Shareholders

Textron Inc. announced in February 2026 that its Board authorized a new share repurchase program for up to 25,000,000 shares, with no expiration date, to offset dilution from stock-based compensation and for broader capital management uses. A Textron affiliate, TRU Simulation + Training, also secured FAA Level D certification for its Cessna Citation Ascend full flight simulator, underscoring the group’s push into higher-value aviation training solutions that can deepen its role across the...
NYSE:RGA
NYSE:RGAInsurance

How Stronger Earnings and a Larger Buyback Plan At Reinsurance Group of America (RGA) Has Changed Its Investment Story

In early February 2026, Reinsurance Group of America, Incorporated reported higher fourth-quarter and full-year 2025 revenue and net income, declared a regular US$0.93 per-share quarterly dividend, and outlined recent buybacks totaling US$125 million. On the same day, the company also authorized a new share repurchase program of up to US$500 million, signaling an increased focus on returning capital to shareholders alongside earnings growth. Next, we’ll examine how the stronger quarterly...
NasdaqGS:CNXC
NasdaqGS:CNXCProfessional Services

How Does Concentrix’s (CNXC) New $600 Million Bond Shape Its Long-Term Risk Reward Balance?

In February 2026, Concentrix Corporation completed a US$600 million fixed-income offering, issuing 6.5% senior unsubordinated unsecured notes due March 1, 2029, priced at 99.966% of principal and featuring callable, unsecured terms. This sizable bond deal reshapes Concentrix’s funding mix and interest obligations, adding fresh liquidity while introducing new long-term commitments for investors to assess. We’ll now examine how issuing US$600 million in senior unsecured notes could influence...
NYSE:CVI
NYSE:CVIOil and Gas

CVR Energy’s US$1b Notes Reshape Leverage And Valuation Picture

CVR Energy (NYSE:CVI) has completed a $1 billion senior notes offering. The new notes include covenants, optional redemption terms, change of control protections, and asset sale provisions. The transaction affects CVR Energy's capital structure and financial flexibility. For investors watching NYSE:CVI, this $1 billion senior notes deal sits against a mixed share price backdrop. The stock closed at $22.52 and is down 6.9% over the past week and 3.3% over the past month, while showing a...
NasdaqGS:MSFT
NasdaqGS:MSFTSoftware

Is There Now An Opportunity In Microsoft (MSFT) After Recent Share Price Pullback?

If you are wondering whether Microsoft is still worth buying at its current price, or if the market has already priced in the story, this article focuses squarely on what you are getting for every US$ you invest. The stock last closed at US$396.86, with a 4.0% decline over 7 days, a 13.7% decline over 30 days, a 16.1% decline year to date, but a 2.4% gain over 1 year, 60.4% over 3 years and 76.9% over 5 years. These figures can influence how investors think about its risk and reward...
NYSE:CW
NYSE:CWAerospace & Defense

Curtiss-Wright (CW) Valuation Check After Strong Results Guidance And New Boeing Avionics Contract

Earnings, guidance, contract win and cash returns put Curtiss-Wright (CW) in focus Curtiss-Wright (CW) is back on investors radar after publishing fourth quarter and full year 2025 results, issuing 2026 earnings guidance, detailing share repurchases, affirming its dividend, and securing a multi year avionics contract with Boeing. See our latest analysis for Curtiss-Wright. The recent earnings release, fresh 2026 guidance, Boeing avionics contract and ongoing buybacks have come alongside firm...
NYSE:NE
NYSE:NEEnergy Services

Backlog Surge And New Aker BP Deal Could Be A Game Changer For Noble (NE)

Noble Corporation’s recent updates showed that it completed multiple share repurchase programs, reported fourth-quarter 2025 revenue of US$764.41 million and net income of US$86.64 million, and confirmed a US$0.50 per-share dividend for the first quarter of 2026. At the same time, Noble lifted its total contract backlog to US$7.50 billion on the back of US$1.30 billion in new awards since October 2025, including a three-year Aker BP deal in Norway with an estimated EBITDA potential of about...