U.S. Retail REITs Stock News

NYSE:CARS
NYSE:CARSInteractive Media and Services

Carscom NYSECARS Margin Compression Tests Bullish Earnings Growth Narrative

Cars.com (CARS) closed out FY 2025 with Q4 revenue of US$183.9 million and basic EPS of US$0.12, alongside trailing 12 month revenue of US$723.2 million and EPS of US$0.32 that frame a year of relatively modest top line progress and slimmer profitability. Over the past six quarters, revenue has moved from US$179.7 million in Q3 2024 to US$183.9 million in Q4 2025, while quarterly EPS shifted from US$0.28 to US$0.12, setting up a story where thinner net margin and a premium P/E put the...
NYSE:PHIN
NYSE:PHINAuto Components

Is PHINIA’s (PHIN) Innovation-Focused Investor Day Resetting Its Long-Term Value Narrative?

PHINIA Inc. recently held an Investor Day at the New York Stock Exchange, where its senior leadership outlined the company’s priorities in premium fuel systems, electrical systems, and aftermarket solutions across automotive and industrial markets. The event emphasized PHINIA’s focus on innovation, disciplined capital use, and portfolio expansion across diverse end markets aimed at supporting sustainable growth and long-term shareholder value. With Investor Day spotlighting PHINIA’s growth...
NYSE:SLGN
NYSE:SLGNPackaging

Is Silgan Holdings (SLGN) Offering Value After Mixed Multi‑Year Share Price Performance

If you are wondering whether Silgan Holdings at around US$47.48 is offering good value today, you are in the right place to unpack what that price might actually represent. The stock has seen a 1% decline over the last week, an 11.3% gain over the past month, a 15.1% return year to date, a 9.9% decline over the past year, a 7.8% decline over three years, and a 31.9% return over five years, which can leave investors unsure how to interpret the current risk and opportunity. Recent coverage...
NasdaqGS:SLDE
NasdaqGS:SLDEInsurance

Is It Time To Reconsider Slide Insurance Holdings (SLDE) After Its Recent Share Price Jump

Some investors may be wondering whether Slide Insurance Holdings is attractively priced after its recent attention, or whether the current share price already reflects the widely discussed story. The stock last closed at US$19.55, with returns of 16.4% over 7 days, 23.8% over 30 days and 5.3% year to date. These moves may have caught the eye of investors watching for changing risk and reward trade offs. Recent news coverage has highlighted Slide Insurance Holdings as a relatively new name in...
NasdaqGS:RVMD
NasdaqGS:RVMDBiotechs

Did Bigger Losses And New Equity Plans For RAS(ON) Trials Just Shift Revolution Medicines' (RVMD) Investment Narrative?

In February 2026, Revolution Medicines reported a wider quarterly and full-year loss, with net loss rising to US$364.89 million for the fourth quarter and US$1.13 billions for 2025, while also filing a US$1.24 billions shelf registration and announcing a US$1 billions at-the-market common stock offering. At the same time, the company highlighted rapid clinical progress in its RAS(ON) inhibitor pipeline, including multiple ongoing and planned phase 3 trials for daraxonrasib and zoldonrasib in...
NYSE:ADT
NYSE:ADTConsumer Services

ADT Bets On Camera Free AI Sensing And Verisure Partnership Potential

ADT (NYSE:ADT) has acquired Origin AI, a company focused on camera free AI presence sensing technology. The deal includes Origin AI's patent portfolio and will be integrated into ADT's smart home security platform. ADT has also signed a long term commercial agreement with Verisure to bring this AI sensing technology to Europe and Latin America. For investors watching NYSE:ADT at a share price of $8.11, this move signals a push to differentiate its smart home offering with AI driven presence...
NYSE:ICE
NYSE:ICECapital Markets

Is ICE’s Blockchain Post‑Trade Push Quietly Rewriting Its Technology Edge in Market Infrastructure?

Intercontinental Exchange, the parent of the New York Stock Exchange, recently announced a blockchain-based platform aimed at modernizing post-trade functions such as settlement, reconciliation, and collateral management, including onchain delivery-versus-payment and potential stablecoin-based funding subject to regulatory approval. This move highlights how a major exchange operator is seeking to embed blockchain into traditional market plumbing to improve efficiency, reduce counterparty...
NasdaqGS:MGRC
NasdaqGS:MGRCTrade Distributors

Margin Reset To 16.6% Tests Bullish Narratives On McGrath RentCorp (MGRC) Earnings

McGrath RentCorp (MGRC) has just closed out FY 2025 with Q4 revenue of US$256.8 million and basic EPS of US$2.02, putting fresh numbers on the table for investors watching how its profit engine is holding up. The company has seen quarterly revenue move from US$243.7 million in Q4 2024 to US$256.8 million in Q4 2025, while basic EPS has shifted from US$1.59 to US$2.02 over the same period. This gives a clear view of how the top line and per share earnings are tracking into the new year. With...
NasdaqGS:LAUR
NasdaqGS:LAURConsumer Services

Is It Too Late To Consider Laureate Education (LAUR) After A 71% One-Year Surge?

If you are wondering whether Laureate Education's share price still offers value after its recent run, this article walks through what the numbers are actually saying about the stock. The share price closed at US$33.98 recently, with short term returns roughly flat over 7 days, slightly negative at 0.7% over 30 days, but much stronger at 2.0% year to date and 71.1% over the past year. These moves have come as Laureate continues to feature in ongoing coverage of the education sector, with...
NYSE:USPH
NYSE:USPHHealthcare

US Physical Therapy (USPH) Earnings Rebound Of 42.8% Tests Premium P/E Narrative

U.S. Physical Therapy (USPH) has wrapped up FY 2025 with fourth quarter revenue of US$201.0 million and basic EPS of US$0.27, alongside trailing twelve month EPS of US$2.61 on revenue of US$773.3 million. Over the past six reported quarters in the dataset, revenue has moved from US$166.3 million in Q3 2024 to US$201.0 million in Q4 2025, while quarterly EPS ranged from US$0.27 to US$0.80, with full year earnings growth of 42.8% and a net margin of 5.1% versus 4.2% a year earlier. That...
NYSE:JOE
NYSE:JOEReal Estate

St. Joe (JOE) Margin Expansion And 55.9% Earnings Growth Reinforce Bullish Narratives

St. Joe (JOE) closed out FY 2025 with fourth quarter revenue of US$128.9 million and basic EPS of US$0.52, while full year trailing twelve month revenue came in at US$513.2 million with basic EPS of US$2.00. Over the past six reported quarters, revenue has ranged from US$94.2 million to US$161.1 million per quarter, with basic EPS moving between US$0.29 and US$0.67. This gives investors a clear run of consistent top line and per share results into this latest update. With trailing net margins...
NYSE:BA
NYSE:BAAerospace & Defense

Is Boeing (BA) Offering Value After A 32% One Year Share Price Gain

If you are wondering whether Boeing's current share price lines up with its underlying worth, this article walks through what the numbers actually say rather than the headlines. The stock closed at US$229.41, with a 1.8% decline over the last week, a 6.2% decline over the last 30 days, a 0.7% return year to date and a 32.0% return over the past year. This gives you a mix of recent weakness and longer term gains to think about. Recent coverage around Boeing has focused on ongoing operational...
NYSE:MAIN
NYSE:MAINCapital Markets

How Investors Are Reacting To Main Street Capital (MAIN) Dividend Hike And Supplemental Payout

Main Street Capital Corporation recently declared regular monthly cash dividends of US$0.26 per share for April, May, and June 2026, totaling US$0.78 for the quarter and reflecting a 4.0% increase over the same period in 2025. The Board also approved a US$0.30 per share supplemental dividend for March 2026, using undistributed taxable income from 2025, underscoring the company’s focus on returning excess cash to shareholders. We’ll now examine how the higher regular payout, alongside the...
NYSE:EPR
NYSE:EPRSpecialized REITs

Stable FFO At EPR Properties (EPR) Reinforces Bullish Experiential REIT Narratives

EPR Properties (EPR) has wrapped up FY 2025 with fourth quarter revenue of US$182.9 million and basic EPS of US$0.80, while trailing twelve month revenue sits at US$718.4 million and EPS at US$3.30. Over the past few reported periods, revenue has ranged between US$172.4 million and US$185.1 million per quarter, with basic EPS moving between US$0.79 and US$0.91 across 2025, giving investors a clearer sense of how the income stream is tracking into the current run rate. With trailing net...
NasdaqGS:REGN
NasdaqGS:REGNBiotechs

Assessing Regeneron Pharmaceuticals (REGN) Valuation After Dupixent’s New FDA Approval For Allergic Fungal Rhinosinusitis

The latest catalyst for Regeneron Pharmaceuticals (REGN) is US FDA approval of Dupixent for allergic fungal rhinosinusitis in patients 6 and older with prior sino nasal surgery. This expands the labeled uses of this key drug. See our latest analysis for Regeneron Pharmaceuticals. Despite the positive Dupixent news and other recent pipeline updates, such as the priority review for garetosmab and gene editing progress with Tessera, Regeneron Pharmaceuticals' recent share price momentum has been...
NasdaqGS:ILMN
NasdaqGS:ILMNLife Sciences

Assessing Illumina (ILMN) Valuation After Recent Share Price Momentum Shifts

Illumina (ILMN) is back in focus for investors after recent trading moves, with the stock showing mixed performance across different time frames and a meaningful gap between its market price and some valuation estimates. See our latest analysis for Illumina. The recent 1-day share price return of 4.54% and 7-day return of 6.17% suggest short term momentum is picking up again, even though the 30-day share price return of a 16.23% decline and 90-day return of a 3.08% decline show pressure has...
NYSE:COMP
NYSE:COMPReal Estate

Will Compass’ Alliance With Rocket And Redfin Reshape COMP’s AI-Enabled Platform Narrative?

Compass, Inc. has reported past fourth-quarter 2025 revenue of US$1,699.8 million and full-year revenue of US$6,961.6 million, alongside a narrowed annual net loss of US$58.5 million, while also appointing former Anywhere Real Estate chief accounting officer Timothy B. Gustavson as its new Chief Accounting Officer. At the same time, Compass International Holdings entered a three-year alliance with Rocket Companies and Redfin that could add more than 500,000 exclusive listings to Redfin’s...
NYSE:TRNO
NYSE:TRNOIndustrial REITs

Terreno Realty Refines Coastal Logistics Footprint With New Leases And Acquisitions

Terreno Realty (NYSE:TRNO) reported new full building leases in Redondo Beach, CA with a domestic energy company in the past week. The company also secured a lease with a manufacturer in Rancho Dominguez, expanding its tenant mix in Southern California. In New York, Terreno Realty acquired industrial properties in the Bronx and Queens with plans for redevelopment. These moves affect the company’s leasing profile, tenant base, and geographic footprint in core U.S. logistics markets. Terreno...
NasdaqGS:RXT
NasdaqGS:RXTIT

Rackspace Technology FY 2025 Loss Narrowing Challenges Bearish Narratives On Persistent Unprofitability

Rackspace Technology FY 2025 Earnings: Revenue Holds Steady As Losses Narrow Rackspace Technology (RXT) just closed out FY 2025 with Q4 revenue of US$682.8 million and a basic EPS loss of US$0.13, alongside trailing 12 month revenue of US$2.69 billion and a full year net loss of US$225.8 million. The company has seen quarterly revenue move from US$665.4 million in Q1 2025 to US$682.8 million in Q4 2025, while quarterly EPS losses over the same period ranged from US$0.31 to US$0.13. This gives...
NYSE:TWI
NYSE:TWIMachinery

Titan International (TWI) Q4 Loss Of US$56 Million Tests Profitability Turnaround Narrative

Titan International (TWI) has wrapped up FY 2025 with fourth quarter revenue of US$410.4 million and a basic EPS loss of US$0.88, alongside a full year trailing revenue base of about US$1.8 billion and a net loss of US$63.5 million. The company has seen quarterly revenue range from US$383.6 million in Q4 2024 to US$490.7 million in Q1 2025, while basic EPS has swung from a small profit of US$0.02 in Q4 2024 to progressively larger quarterly losses through 2025. This sets the stage for a...
NasdaqGS:ASTE
NasdaqGS:ASTEMachinery

Is Astec Industries (ASTE) Attractive After Strong 1 Year Rally And DCF Upside?

If you are wondering whether Astec Industries' current share price lines up with its underlying worth, this is a good place to break that question down calmly and clearly. The stock closed at US$62.34, with returns of 8.5% over 7 days, 28.8% over 30 days, 39.7% year to date, 76.1% over 1 year and 32.7% over 3 years, while the 5 year return sits at a 4.9% decline. Recent news around Astec Industries has focused on its position in capital goods and how the company is being evaluated against...
NYSE:HRL
NYSE:HRLFood

Hormel Foods (HRL) Margin Compression Tests Bullish Earnings Growth Narrative In Q1 2026

Hormel Foods (HRL) opened fiscal Q1 2026 with revenue of about US$3.0 billion and basic EPS of US$0.33, setting a clear snapshot of where the business stands as earnings season gets underway. The company has seen quarterly revenue move in a tight band around US$3.0 billion over the past year, while basic EPS has ranged from a loss of roughly US$0.10 in Q4 2025 to US$0.40 in Q4 2024. This gives investors a mixed but data rich backdrop for judging this quarter. With trailing net profit margin...
NasdaqGM:SOUN
NasdaqGM:SOUNSoftware

SoundHound AI (SOUN) Valuation Check After Sales Assist Launch And Bengaluru Expansion

SoundHound AI (SOUN) is back in focus after unveiling its Sales Assist voice agent at Mobile World Congress 2026 and opening a new Bengaluru innovation hub, moves that sharpen attention on the stock. See our latest analysis for SoundHound AI. The recent Sales Assist launch and Bengaluru hub opening come as the stock shows mixed momentum, with a 14.7% 7 day share price return but a 9.7% 30 day share price decline. At the same time, the 3 year total shareholder return of roughly 2.5x highlights...
NasdaqGM:CLMB
NasdaqGM:CLMBElectronic

Climb Global Solutions (CLMB) Margin Compression Tests Bullish Earnings Growth Narrative

Climb Global Solutions (CLMB) closed FY 2025 with fourth quarter revenue of US$193.8 million and basic EPS of US$1.54, as investors weighed these results against its recent 17.5% earnings growth over the past year. The company has seen quarterly revenue move from US$161.8 million and EPS of US$1.52 in Q4 2024 to US$193.8 million and EPS of US$1.54 in Q4 2025. Trailing twelve month EPS reached US$4.71 on revenue of US$652.5 million, setting the stage for investors to balance earnings momentum...