U.S. Retail REITs Stock News

Recently, Toast drew attention as investors weighed its upcoming August 4, 2026 earnings release, which is expected to show higher earnings per share and revenue than the prior year, alongside debate over its valuation relative to peers. At the same time, comparisons with competitor Dave have highlighted Toast’s broad restaurant ecosystem, spanning payments, software, hardware, lending, and AI tools, as a key differentiator that could influence how its long-term business quality is...

Aktis Oncology (AKTS) has drawn investor attention after recent trading swings, with the stock down 4% over the past week and around 17% over the past month, despite year-to-date gains. See our latest analysis for Aktis Oncology. The recent 30 day share price return of down 16.8% has cooled earlier gains, even though the 90 day share price return of 12.4% and 6.7% year to date still point to fading, but not fully reversed, momentum for Aktis Oncology around the latest close at $23.89. If you...

Forgent Power Solutions (FPS) has drawn investor attention after reporting exceptionally strong demand tied to AI data centers and grid infrastructure, with record bookings and a nearly $2b backlog that supports revenue visibility and operational momentum. See our latest analysis for Forgent Power Solutions. Despite strong interest around AI data centers and grid projects, Forgent Power Solutions’ recent share price return has been mixed, with the stock down over the past month but still...

New US tariffs on imports from more than 60 economies are reshaping the risk profile for many global stocks, especially those built on complex cross border supply chains. Higher duties, possible retaliation, and added compliance hurdles can all eat into margins and unsettle earnings expectations. For investors, that can mean additional reasons to reassess which multinational companies might carry more risk than their share price suggests. This article looks at 3 stocks exposed to the latest...

Pinterest (PINS) is drawing fresh attention ahead of its second quarter earnings report, as investors weigh easier year ago comparisons against ongoing questions about ad monetization and the role of AI on the platform. See our latest analysis for Pinterest. At a share price of US$22.13, Pinterest has recently shown a 1 month share price return of 11.43% and a 3 month share price return of 11.09%. However, its 1 year total shareholder return is down 41.62%, which points to improving short...

Oscar Health stock has delivered a very large 3-year gain, yet the broader valuation checks paint a more mixed picture, with the shares currently screening as undervalued on market multiples but only middling on a composite value score. Over the last 3 years, Oscar Health has returned roughly 2.8x an investor's starting position. This puts recent moves in a longer-term context that matters for today's entry price. Expectations around how efficiently Oscar Health can scale its insurance...

United Natural Foods has delivered a strong 139.7% return over the past 3 years, and with the stock recently closing at US$49.67, the key question is whether that share price still sits below what its fundamentals imply or if most of the easy value has already been recognised. A 139.7% return over 3 years suggests investors who bought earlier have been well rewarded, so new buyers now need to think carefully about what is already reflected in the price. For a distributor with typically thin...

National Energy Services Reunited (NESR) is back in focus after the company announced that Maen Razouqi will join its board as an additional independent director, effective August 1, 2026. See our latest analysis for National Energy Services Reunited. Against this backdrop, National Energy Services Reunited’s recent board appointment comes as the stock trades at US$27.62, with a 30 day share price return of 9.73% and a year to date share price return of 74.92%. The 1 year total shareholder...

Molina Healthcare (MOH) is back in focus after its second quarter 2026 earnings, where reported revenue of US$10,874 million and net income of US$60 million contrasted with higher figures from a year earlier. See our latest analysis for Molina Healthcare. The share price reaction has been sharp in the short term, with a 7 day share price return of down 12.34% and a 1 day move of down 1.37%. However, the 90 day share price return of 12.28% and 1 year total shareholder return of 19.71% still...

Payoneer Global (NasdaqGM:PAYO) has opened a new innovation hub in Gurugram, India. The hub is focused on AI driven technology development and cross border payments capabilities. The move is part of Payoneer’s broader push to support global business expansion and product development. For investors tracking Payoneer Global, the new Gurugram hub highlights how the company is positioning its platform in cross border payments and financial services for businesses. Gurugram is a major technology...

Recent scrutiny from Morgan Stanley and CLSA, combined with interest ahead of fiscal Q2 earnings and new government-sector approvals, has put Workday (WDAY) back in focus for investors assessing growth and valuation. See our latest analysis for Workday. Workday's 1 day share price return of 5.84% and 30 day share price return of 14.61% suggest near term momentum has picked up again. However, the year to date share price return is down 34.23% and the 1 year total shareholder return has fallen...

RingCentral (RNG) has reported Q2 2026 revenue of US$657.0 million with basic EPS of US$0.47, alongside net income excluding extra items of US$39.1 million. This gives investors a clear look at how much profit is now dropping to the bottom line. The company has seen quarterly revenue move from US$620.4 million and basic EPS of US$0.15 in Q2 2025 to US$657.0 million and US$0.47 respectively in Q2 2026. Trailing twelve month EPS is US$1.28 and net income excluding extra items is US$110.3...

Norfolk Southern (NSC) has put up a solid top line in Q2 2026, with revenue of US$3.5 billion and basic EPS of US$3.26, alongside net income of US$734 million. The company has seen quarterly revenue move from US$3.0 billion in Q2 2025 to US$3.5 billion in Q2 2026, while EPS shifted from US$3.41 to US$3.26 over the same period, setting up a results snapshot where healthier sales meet tighter margins. See our full analysis for Norfolk Southern. With the headline numbers on the table, the next...

Science Applications International (SAIC) stock was recently in focus after fresh performance data showed a 2.1% one day move, with returns of 3.0% over the week and about 9.7% for the past month. See our latest analysis for Science Applications International. With the share price at $118.99, Science Applications International has recently shown building momentum, with a 30 day share price return of 9.7% and a 90 day share price return of 24.45% compared with a more modest 5 year total...

Sherwin-Williams stock has slipped in the short term, yet over three years has still delivered a positive return, and the current checks send a mixed valuation signal, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while earnings based multiples lean the other way. Sherwin-Williams has returned 16.4% over the past three years, which suggests the share price has already built in a meaningful amount of investor confidence. For a mature coatings business,...

Raymond James Financial stock has quietly more than doubled investors’ money over the past five years, yet its current checks suggest the shares may still trade below an intrinsic value estimate based on the Excess Returns model, while traditional earnings multiples look broadly in line with the market. The stock has returned 110.7% over the past five years, which puts recent short term moves into the context of a longer period of steady wealth creation for shareholders. Record revenue and...

GigaCloud Technology (GCT) has moved into the spotlight after landing on a list of heavily searched stocks, as investors focus on its current quarter earnings projection and its recent record of topping revenue and EPS expectations. See our latest analysis for GigaCloud Technology. At a share price of $36.09, GigaCloud Technology has seen a 1-month share price return of 8.15%, while the share price is down 22.79% over three months. In contrast, the 1-year total shareholder return of 49.94%...

Aon (AON) heads into its upcoming quarterly report with investor attention on expectations for year-over-year earnings growth and an earnings beat, supported by Commercial Risk, Health Solutions and recent leadership appointments. See our latest analysis for Aon. Aon’s recent leadership changes around its Strategy and Technology Group and regional insurance operations come as the stock posts a 30 day share price return of 11.13% at US$361.70, while the 1 year total shareholder return has...

Green Plains stock has more than doubled over the past year, yet its current checks suggest the shares still look inexpensive relative to underlying fundamentals rather than stretched after the run. Over the past 12 months, Green Plains has returned 104.2%, which puts recent performance firmly in focus when judging whether the current price still offers value. Recent gains have been linked in part to energy market tensions highlighted by news around U.S. military action and shipping risks...

Century Communities, Inc. has reported its second-quarter 2026 results, with revenue of US$927.23 million versus US$1,000.72 million a year earlier, net income of US$36.15 million versus US$34.85 million, and basic earnings per share from continuing operations of US$1.26 versus US$1.15. At the same time, the company completed a significant share repurchase tranche, buying back 352,811 shares in the quarter and 3,035,313 shares since July 2024, while expanding its Century Complete footprint...

Reddit stock has fallen about 30.2% year to date, yet current valuation checks still suggest the shares are priced at a premium rather than offering clear value. With a year to date decline of 30.2%, Reddit has given back a significant portion of earlier gains, which may tempt investors who think the pullback has already reset expectations. Licensing Reddit content for AI training and data use can support higher long term revenue expectations, but uncertainty around renewing the Google...

Texas Capital Bancshares (TCBI) has just posted Q2 2026 results with revenue of US$317.5 million and basic EPS of US$1.85, backed by quarterly net income of US$80.6 million. The company has seen revenue move from US$292.5 million in Q2 2025 to US$317.5 million in Q2 2026, while EPS shifted from about US$1.59 to US$1.85 over the same period, setting the stage for trailing twelve month EPS of roughly US$7.79. With a net profit margin of 27.3% over the past year and a Q2 net interest margin of...

People Inc., led by Barry Diller, has proposed an $18 billion acquisition of MGM Resorts International (NYSE:MGM). The offer has drawn regulatory scrutiny from gaming authorities, including the Nevada Gaming Commission. Legal investigations are examining potential conflicts of interest and fiduciary duty issues related to Diller’s roles as MGM’s largest shareholder and board member. MGM Resorts International, trading at $45.54, is at the center of a high profile takeover proposal that could...

Business First Bancshares, Inc. has reported past second-quarter 2026 results showing higher net interest income of US$77.84 million and net income of US$24.18 million year on year, while also declaring common and preferred dividends payable on August 31, 2026. The company’s completion of a US$11.29 million share repurchase program, alongside increased earnings and affirmed dividends, highlights management’s focus on returning capital to shareholders. We’ll now examine how Business First...