U.S. Retail REITs Stock News

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...

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...

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...

Constellation Brands stock is trading near multi year lows after several years of weak share price returns, yet the broader valuation checks still suggest the shares lean cheap rather than expensive. Constellation Brands has fallen about 48.8% over the past 3 years, which puts the current share price in focus for investors assessing whether sentiment has swung too far to the downside. Growth in the beer segment and ongoing share buybacks can support the investment case, while a changing...

The US move toward broader and more flexible tariffs under Section 301 is putting a fresh spotlight on companies tied to domestic production, factory equipment, and automation. With duties potentially rising to 12.5% on imports that cover most US trade, some industrial automation stocks could see new demand tailwinds, while others may face cost pressures or supply chain friction. This article focuses on three stocks exposed to this tariff story from the US Infrastructure and Industrial...

Lumentum Holdings has delivered an extremely strong 3 year share price run, yet its valuation checks are split, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while traditional market multiples lean towards the stock being expensive. The stock is up about 15x over the past 3 years, which puts extra focus on whether today’s price still offers a margin between market value and intrinsic value. Exposure to cloud data centers, AI infrastructure and semiconductor...

Peloton Interactive stock is drawing renewed scrutiny as a long stretch of weak returns meets valuation checks that indicate the shares are not a clear bargain, despite the recent bounce. Over the past 5 years, Peloton Interactive has fallen about 94.9%, which means long-term holders have seen most of their investment value erode. The valuation story now centers on whether Peloton can turn its connected fitness model into durable, profitable growth, while the risk is that ongoing execution...

Compass stock has delivered a very strong 172.6% return over the past three years, yet the latest checks suggest the shares now screen as expensive on market multiples even while the overall value score still looks supportive. A 172.6% three year return puts Compass firmly in the group of recent winners, which naturally raises the bar for what counts as an attractive entry price today. Recent analyst upgrades, housing market optimism and the removal of a legal overhang can support higher...

Recent Performance Snapshot for Wynn Resorts Wynn Resorts (WYNN) has been under pressure recently, with the stock down 9% over the past month and 11% over the past 3 months, closing at US$94.37 on the latest trading day. See our latest analysis for Wynn Resorts. Zooming out, Wynn Resorts’ share price has retreated in recent months, with year to date share price returns down 23.01% and the 1 year total shareholder return declining 11.52%. This points to fading momentum despite ongoing resort...

After a strong multi year run in the share price, First Financial Bancorp now sits at a point where its intrinsic value estimate suggests the stock may still be pricing in some upside, while the broader valuation checks paint a more mixed picture. First Financial Bancorp has returned 94.1% over the past 5 years, which puts current investors in the position of judging whether that kind of run has already captured most of the easy valuation gains. The agreed all stock acquisition of Finward...

Celldex Therapeutics stock has delivered a strong 59.5% return over the past year, yet the current valuation checks and market multiples point to a price that leans on the expensive side rather than a clear bargain. Over the past 12 months, Celldex Therapeutics has returned 59.5%, which puts extra focus on whether recent gains are already pricing in much of the expected progress. For a clinical stage biotech like Celldex Therapeutics, the prospect of advancing its pipeline can support higher...

NVR stock has delivered a 23.9% gain over the past five years, yet its valuation picture is mixed, with a Discounted Cash Flow (DCF) intrinsic value estimate that points to roughly fair pricing while some market multiple checks still screen the shares as undervalued. Over five years, NVR has returned 23.9%, which is a moderate outcome that does not clearly argue for either a bargain or an overextended stock by itself. Expectations for steady cash generation from NVR's homebuilding operations...

In recent days, Blackstone has helped launch Ode with Anthropic, invested in South Korean robotics supplier Futronic, and expanded its Asia-Pacific footprint by appointing Ami Momaya to spearhead a new India infrastructure platform. Together, these moves highlight how Blackstone is widening its exposure to AI, automation, and infrastructure at the same time analysts are watching its upcoming earnings. Next, we’ll examine how Blackstone’s deeper push into AI services through Ode could...

Opera (NasdaqGS:OPRA) is back in focus after the company raised its 2026 guidance and highlighted growing user engagement with new AI features, even as AI infrastructure and hosting costs weigh on operations. See our latest analysis for Opera. Recent AI announcements and the raised 2026 guidance come after a strong year-to-date share price return of 38.02% and a 5-year total shareholder return of 164.33%, suggesting that momentum has been building over both shorter and longer horizons. If...

In recent days, Microsoft deepened its AI footprint by committing multibillions to expand Mistral’s European AI infrastructure while agreeing to deploy AMD’s Helios rack-scale AI systems and EPYC processors across Azure data centers. These moves tie Microsoft even more tightly to the core plumbing of global AI compute, reinforcing its role as an infrastructure partner to both frontier model developers and heavily regulated enterprises. We’ll now examine how Microsoft’s multibillion‑dollar...

Earlier in July 2026, Cloudflare announced the general availability of Precursor, a browser-based, continuous behavioral validation engine built on its edge network to detect and manage advanced bot traffic without using static CAPTCHAs. By monitoring full user sessions and logging only aggregate behavioral patterns such as timing and cadence instead of actual inputs, Precursor aims to improve bot detection while preserving end-user confidentiality and reducing friction for legitimate...

Prologis stock has delivered a strong 41.8% return over the past year. However, the Discounted Cash Flow (DCF) intrinsic value estimate currently points to the shares trading at a premium, while broader valuation checks also lean expensive rather than clearly cheap. Over the past 1 year, Prologis has returned 41.8%, which puts the focus on whether recent gains already reflect much of the good news in the price. Investor attention is centered on Prologis’ push to expand its logistics and data...

Neurocrine Biosciences (NasdaqGS:NBIX) has appointed Samir Siddhanti as Chief Business Officer. He will lead business development, corporate strategy, and alliance management for the company. The appointment follows Neurocrine Biosciences' recent US$2.9b acquisition of Soleno Therapeutics. Neurocrine Biosciences focuses on treatments for neurological, endocrine, and psychiatric conditions, an area that continues to attract attention from larger pharma partners and investors. With Siddhanti...

On 9 July 2026, Rackspace Technology cut its 2026 revenue guidance to US$2.45–2.55 billion, outlined an expected GAAP net loss for the second quarter, expanded its AI operating model collaboration with Palantir, and filed new shelf registrations including a US$250 million at-the-market common stock offering. The combination of lower near-term revenue expectations, an AI-focused pivot with Palantir targeting regulated industries, and fresh capital-raising capacity highlights a trade-off...