U.S. Retail REITs Stock News

Hercules Capital (HTGC) has drawn fresh attention after announcing and completing a fixed income offering of 6.300% notes due July 24, 2031, raising roughly $321.3 million in proceeds before expenses. See our latest analysis for Hercules Capital. Against the backdrop of this new 6.300% note, Hercules Capital’s share price has recently picked up some short-term momentum, with a 30-day share price return of 4.6% and a 90-day gain of 3.8%. This comes even though the year-to-date share price...

AMERISAFE (AMSF) opened Q2 2026 with total revenue of US$92 million and basic EPS of US$0.79, alongside net income of US$14.6 million that frames the quarter as a clean snapshot of its underwriting and investment performance. The company has seen quarterly revenue move from US$81.1 million in Q2 2025 to US$92 million in Q2 2026, while basic EPS across the same quarters shifted from US$0.73 to US$0.79, setting up a picture of how the top and bottom lines have tracked through the current...

Bank of America’s new bond offerings and what they mean for equity investors Bank of America (BAC) has just launched two new senior unsecured fixed rate bond offerings: 5.75% notes due 2046 and 5.65% notes due 2038. This provides a fresh window into how the bank is funding itself over the long term. These bonds, issued at 100% of face value with small underwriting discounts, sit alongside several recent fixed income deals and redemptions and help round out the picture for investors who mainly...

National Bank Holdings (NBHC) has just posted its Q2 2026 numbers, with total revenue of US$127.6 million and basic EPS of US$0.58, alongside net income excluding extra items of US$26.5 million. These figures help set the tone for how investors will read the latest quarter. Over recent periods, the company has seen revenue move from US$104.5 million in Q2 2025 to US$127.6 million in Q2 2026, while basic EPS shifted from US$0.89 to US$0.58 and trailing twelve month EPS stood at US$2.35...

Why SBA Communications is in focus after a large debt raise SBA Communications (SBAC) has just completed several fixed income offerings totaling more than $3.4b, including 4.875% notes due 2030, 5.15% notes due 2031 and 5.450% notes due 2033. These unsecured, callable senior notes, supported by a broad syndicate of co lead underwriters across multiple tranches, give investors fresh information about the company’s capital structure and funding costs to evaluate alongside the stock’s recent...

Event-driven focus on ADT stock ADT (ADT) is back in focus after expectations for in-line second quarter results and a reiterated 2026 outlook, as highlighted by recent commentary from RBC Capital Markets on the company’s progress with customer acquisition. See our latest analysis for ADT. ADT’s recent share price performance has been mixed, with a 30 day share price return of 4.7%, a year to date share price return down 13.86%, and a 3 year total shareholder return of 15.75%. This suggests...

Roblox (RBLX) has put its creator tools in the spotlight after unveiling Build, a mobile first creation tab and a suite of AI powered agents that generate playable games directly from text prompts. See our latest analysis for Roblox. At a share price of $49.64, Roblox has seen its short term share price momentum soften, with the 1 day return declining 5.45% and the 7 day return down 13.02%, while the 30 day share price return of 5.01% contrasts with a year to date decline of 38.68% and a 1...

Ituran Location and Control has delivered a strong 182.7% return over the past 5 years, yet its valuation picture is split, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples suggest the stock may still be on the cheap side. A 182.7% 5 year share price return sets a high bar for new investors, as much of the easy upside may already be reflected in the stock. Valuation can be supported if Ituran Location and Control continues to convert...

Bridgewater Bancshares (BWB) has just posted its Q2 2026 numbers, reporting total revenue of US$40.3 million and basic EPS of US$0.47, alongside trailing 12 month revenue of US$157.8 million and EPS of US$1.88. These trailing figures frame the latest quarter against a stronger full year backdrop. The company has reported total revenue increasing from US$111.4 million to US$157.8 million and basic EPS moving from US$1.11 to US$1.88 over the past trailing periods. This sets up the latest result...

FuelCell Energy stock has delivered a very large 277.7% return over the past year, yet the broader valuation checks and market multiples suggest the shares lean expensive rather than obviously cheap. Over the last 12 months, FuelCell Energy has returned 277.7%, which puts extra focus on whether the current price already reflects investors' optimism. The new collaboration with Siemens on large scale fuel cell projects can support expectations for future project wins, while the recent US$225m...

The new U.S. agreement with Saudi Arabia on civilian nuclear energy has put a fresh spotlight on American companies connected to reactors, fuel, engineering, and long term services. A potential multibillion dollar partnership, stretching over decades, could reshape where capital flows across the energy value chain and who wins the next wave of nuclear build out. At the same time, Congressional approval is still pending, so timing and scale remain uncertain. This article breaks down 3 stocks...

Upcoming earnings event puts Select Water Solutions in focus Select Water Solutions (WTTR) has set August 4, 2026 for the release of its second quarter results, followed by an investor conference call the next morning, putting fresh attention on the stock’s recent performance. See our latest analysis for Select Water Solutions. At a share price of $21.35, Select Water Solutions has seen strong momentum recently, with a 15.53% 30-day share price return and a 92.52% year to date share price...

Evercore (EVR) is back in focus after reporting that secondary market transactions for private assets reached a record in the first half of 2026, with single-asset continuation funds and GP-led deals taking center stage. See our latest analysis for Evercore. Despite Evercore highlighting record secondary market activity, the US$334.98 share price has recently come under pressure, with the 30 day share price return down 10.44%, although the 1 year total shareholder return of 12.81% and very...

In July 2026, Halozyme Therapeutics announced a global collaboration and licence agreement with Incyte to apply its ENHANZE drug delivery technology to develop additional subcutaneous formulations of INCA033989, a monoclonal antibody targeting mutant calreticulin in myeloproliferative neoplasms, with Halozyme eligible for upfront, milestone and royalty payments on future commercial products. This partnership underlines how Halozyme can integrate its ENHANZE platform into precision oncology...

Red Rock Resorts (RRR) has drawn investor attention after recent trading left the stock with a roughly 5.7% gain over the past month and about 14.9% over the past 3 months. See our latest analysis for Red Rock Resorts. At a share price of $63.89, Red Rock Resorts has seen recent momentum cool slightly, with a 7 day share price return that declined 2.47% even as the 90 day share price return of 14.93% and 1 year total shareholder return of 20.72% point to stronger performance over a longer...

NRG Energy, Inc. has recently drawn heightened attention ahead of its now-completed fiscal Q2 2026 earnings release and saw its Board declare a US$0.475 quarterly dividend per share, payable on August 17, 2026, to shareholders of record on August 3, 2026. This mix of conflicting analyst views, from a Strong Buy consensus to a Zacks Rank Sell, highlights how expectations around NRG’s upcoming earnings trajectory are far from uniform. We’ll now examine how shifting analyst sentiment around...

Calix (CALX) has reported Q2 2026 revenue of US$293.3 million and basic EPS of US$0.27, with trailing twelve month revenue at US$1.1 billion and EPS of US$0.78 setting the backdrop for this earnings season update. The company has seen quarterly revenue move from US$241.9 million and EPS of essentially breakeven in Q2 2025 to US$293.3 million and EPS of US$0.27 in Q2 2026, alongside a shift in trailing twelve month EPS from a loss of US$0.41 to a profit of US$0.78. Overall, Calix is now...

First Community Bankshares (FCBC) just posted Q2 2026 results with total revenue of US$56.7 million and basic EPS of US$1.19, set against trailing 12 month revenue of US$187.0 million and EPS of US$3.19 that underpin one year earnings growth of 18.2%. Over recent quarters, revenue has moved from US$41.3 million in Q2 2025 to US$56.7 million in Q2 2026, while quarterly EPS has shifted from US$0.67 to US$1.19, giving investors a clear view of how the latest quarter sits on top of a steadily...

Iridium Communications (NasdaqGS:IRDM) announced plans to be acquired by Rocket Lab, with the transaction expected to close in mid 2027. The company also completed its acquisition of Aireon LLC, expanding its role in aviation safety and data services. These moves point to a shift in Iridium Communications' approach to growth and long term positioning. Iridium Communications operates a global satellite network that supports voice and data services across sectors such as aviation, maritime,...

Equifax (EFX) has just put Q2 2026 on the board with revenue of US$1.7 billion and basic EPS of US$1.55, supported by trailing twelve month revenue of US$6.4 billion and EPS of US$5.73. Over recent quarters, the company has seen revenue move from US$1.54 billion in Q2 2025 to US$1.7 billion in Q2 2026, while basic EPS has ranged between US$1.07 and US$1.55 across that period. For investors, the key question is how these headline numbers relate to a slightly softer net margin profile and what...

In recent days, expectations have built around Amazon.com’s upcoming July 30 earnings report, as analysts highlight stronger-than-anticipated second-quarter performance from Amazon Web Services driven by AI-related demand and expanded data center investments. This growing confidence in AWS’s AI momentum and infrastructure scale underscores how central cloud and AI services have become to Amazon’s broader business model and profit mix. Next, we’ll examine how this heightened anticipation...

Hecla Mining stock has delivered a strong 166.6% total return over the past three years. However, the current valuation picture is mixed, with the intrinsic value estimate suggesting the shares are roughly in line with fair value, while some market multiples still screen as inexpensive. Over three years, a 166.6% return puts Hecla Mining among the stronger performers in its segment. This can limit how much further upside investors expect without clear new drivers. The recent agreement to...

Magnolia Oil & Gas (NYSE:MGY) agreed to acquire WildFire Energy in an all-in transaction valued at about $4.06b. The deal significantly expands Magnolia's South Texas footprint, more than doubling its acreage in the Giddings field. The company expects the transaction to be immediately accretive to cash flow, free cash flow, and earnings per share, and to support higher dividends and cost synergies. Magnolia Oil & Gas, trading around $25.6, has delivered a return of 13.9% year to date and...

Dominion Energy’s stock has returned 49.2% over the past three years, and with the shares recently closing at US$69.85, investors now face a valuation puzzle where the market multiples screen the stock as undervalued while the broader checks give only a mixed verdict. A 49.2% return over three years puts Dominion Energy in the spotlight and raises the question of how much upside, if any, is left in the current price. Debate at the Virginia State Corporation Commission over who bears roughly...