U.S. Retail REITs Stock News

Wayfair (W) shares have been in focus after the company reported first quarter revenue growth of 7.4% year on year, ahead of analyst expectations, and a 5.2% Adjusted EBITDA margin, which marked its strongest first quarter profitability in five years. See our latest analysis for Wayfair. Wayfair's recent earnings release and the 11.5% 7 day share price return sit within a mixed picture. The stock has a 90 day share price return of 29%, while the year to date share price return is down 11.3%,...

Polaris stock came into this earnings print after a soft stretch, with the shares down over the past month and giving up another 4.2% today to close at US$71.59. That move suggests investors saw a problem. The headline numbers tell a different story. Q2 2026 flipped back to profit with basic earnings per share of US$1.85 on revenue of US$2,039.6m, after a loss in Q1. Management also raised full year guidance, which puts the focus squarely on whether this profit rebuild is durable or just a...

Marriott International stock has delivered a strong 5 year run, yet current valuation checks suggest the shares are trading at a premium to an intrinsic value estimate and to market based multiples. Marriott International has returned 179.9% over the past 5 years, which puts extra attention on whether the current share price still reflects a reasonable pay off for that performance. Recent expansion moves into all inclusive resorts and branded apartments may support long term cash flow...

In the second quarter of 2026, American Airlines Group Inc. reported record revenue of US$16,735 million but saw net income fall to US$71 million from US$599 million a year earlier, while also issuing guidance that third-quarter 2026 revenue would grow 16% to 19% year over year and unit revenue would improve versus the second quarter. Despite lowering its full-year earnings outlook amid sharply higher fuel costs, American Airlines highlighted growing premium and loyalty revenues and added...

Blackstone Mortgage Trust (BXMT) is back on investors’ radar after recent share price moves, with the stock closing at US$16.64. The company’s latest performance is drawing attention to its commercial real estate lending focus. See our latest analysis for Blackstone Mortgage Trust. Over the past few months, Blackstone Mortgage Trust’s share price return has trended lower, with the stock down 4.53% over 30 days and 12.79% over 90 days, while the 1-year total shareholder return declined 4.92%...

Shares of Baxter International (BAX) moved higher in the latest session after TD Cowen lifted its valuation outlook on the stock while keeping a neutral rating, drawing fresh attention to the healthcare supplier. See our latest analysis for Baxter International. The TD Cowen revision comes after a strong run in Baxter International's share price, with a 90 day share price return of 44.20% and a year to date share price return of 24.97%. However, the 1 year total shareholder return has...

Amgen stock has delivered an 88.5% total return over the past five years, and the latest Discounted Cash Flow (DCF) estimate currently points to the shares trading at a 43.0% discount to intrinsic value, while broader valuation checks paint a more mixed picture. Over five years, Amgen has returned 88.5%, which puts current investors in a strong position and raises the question of how much of the story is already reflected in the share price. Management confidence around a broad portfolio of...

On July 14, 2026, C3.ai, Inc. reported that a U.S. federal court dismissed in full a putative securities class action lawsuit filed against the company and certain officers in August 2025, removing all asserted causes of action. This legal outcome lifts a significant source of uncertainty around potential litigation exposure and compliance concerns that had been hanging over C3.ai’s operations and governance. With the securities lawsuit dismissed, we’ll examine how reduced legal overhang...

FDA has approved Freenome's SimpleScreen blood-based colorectal cancer test for average-risk adults. Abbott Laboratories, NYSE:ABT, holds exclusive rights to commercialize SimpleScreen in the U.S. This agreement expands Abbott's colorectal cancer screening portfolio and strengthens its role in blood-based diagnostics. Abbott Laboratories, NYSE:ABT, is moving into a higher profile position in colorectal cancer screening through this new U.S. commercialization partnership for SimpleScreen...

Dolby Laboratories stock has had a tough run over the past few years, yet the valuation checks currently lean cheap and suggest the market may be pricing the business more pessimistically than those checks imply. Over the last 5 years, shareholders have seen the stock decline 43.1%, which points to a long stretch of weak returns that may already reflect a lot of caution. Future demand for Dolby Laboratories' audio and imaging technologies can support the case for the current price, while any...

The US Bureau of Economic Analysis is about to tweak how it measures the Fed’s preferred inflation gauge, the PCE index, and that could subtly shift how markets think about interest rates. A small downward adjustment to recent inflation readings may ease some pressure on future rate hikes, which often matters for growth oriented technology stocks with long term earnings stories. At the same time, debate around the timing and transparency of the change may keep volatility alive. This article...

Boeing stock jumped 4.8% to US$221.56 today, even as the headline print was another quarterly loss. The market cheered the cash story instead of the earnings line. Revenue for the second quarter came in at US$24.6b and free cash flow turned positive at US$631m, which matters far more for a heavily indebted manufacturer than a single quarter of earnings per share. Short term traders are reacting to relief. Long term investors will be weighing that fresh cash generation against a still heavy...

Cheniere Energy stock has delivered a very strong 207.0% return over the past 5 years, yet its low value score and broadly about-right market pricing raise questions about how much upside may still be left in the current valuation. Over 5 years, Cheniere Energy has returned 207.0%. This puts recent gains front and center when judging whether the current share price leaves much margin for error. Management focus on long term growth and shareholder value, set against the reality of global LNG...

Skyworks Solutions (NasdaqGS:SWKS) has suspended its dividend following weaker quarterly results. The company has authorized a new share repurchase program of up to US$2b. These moves mark a shift in how Skyworks is prioritizing cash returns to shareholders. Skyworks Solutions supplies analog and mixed signal semiconductors that sit inside smartphones, connected devices and a range of radio frequency applications. The company operates in markets tied to wireless connectivity and data usage,...

Tenable Holdings (NasdaqGS:TENB) has launched an always-on autonomous agentic fleet for its Hexa AI engine. The new capability supports continuous, automated exposure remediation and security operations within the Tenable One platform. The update represents a shift toward more autonomous security operations for Tenable customers. Tenable Holdings operates in a crowded cybersecurity field where enterprises are trying to manage rising volumes of vulnerabilities, alerts and compliance demands...

With inflation signals mixed, rates under review and energy prices tied to geopolitical risk, many investors are unsure where to look next for potential growth. The High-Quality Undiscovered Gems screener focuses on smaller stocks with strong fundamentals that large institutions may be overlooking. That can help you focus on business quality instead of short term macro headlines. In this article you will see 3 of the stocks from this screener, along with plain English explanations of what...

Global markets are still trying to make sense of sticky inflation, shifting rate expectations and mixed economic data from the US, Europe and Asia. In that kind of backdrop, many investors are looking for sectors where demand is influenced as much by long planning cycles and government priorities as by the latest growth headlines. The Aerospace and Defense screener focuses on companies that manufacture or provide services to these industries, where contracts can be large, complex and long...

Alibaba Group Holding stock has fallen about 38.0% over the past five years, yet the current checks suggest the shares may now sit at a discount to their intrinsic value estimate and to where simple earnings multiples place the business. A roughly 38.0% share price decline over five years means long term holders have seen value erode. This often pushes investors to re examine whether the current price still reflects the underlying business. On the upside, Alibaba's push into artificial...

Nomad Foods stock has delivered a roughly 47.8% decline over the past five years, yet current valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach both indicate the shares trade at a discount to their assessed worth. That gap sits against a backdrop of recent refinancing plans and softer sales trends that could influence how much of that apparent discount investors are willing to recognize. Over five years the share price has fallen about 47.8%,...

Kite Realty Group Trust (KRG) has drawn investor attention after its recent share performance, with the stock last closing at $29.08 as of 28 July 2026, and multi year total returns remaining in focus. See our latest analysis for Kite Realty Group Trust. Recent trading has been slightly softer, with the share price down 1.4% over the last day and 2.5% over the past week. However, Kite Realty Group Trust still shows stronger momentum over the year with a 22.1% year to date share price return...

Cognex stock has delivered a strong 77.4% gain over the past year. However, both the Discounted Cash Flow (DCF) intrinsic value estimate and traditional market multiples currently point to the shares trading at a premium. With recent strong earnings news still fresh, investors are weighing whether the current price fully reflects the good news already. Cognex is up 77.4% over the past year, which means anyone looking at the stock today is stepping in after a substantial re rating. Stronger...

Klarna Group (NYSE:KLAR) is back in focus after Klarna AB was announced as the leasing provider behind Apple’s new Apple Upgrade program in the United States, covering iPhone, Mac, iPad and Apple Watch. See our latest analysis for Klarna Group. The Apple Upgrade partnership has arrived while Klarna Group’s 90 day share price return is up 39%, even though the year to date share price return is down 34.51%, so recent momentum is improving from a weaker start to the year. If this kind of...

In its latest quarterly update, Collegium Pharmaceutical reported US$193.5 million in revenue, topping analyst estimates and delivering earnings per share ahead of expectations, but issued full-year revenue guidance that fell short of consensus forecasts. This contrast between strong recent execution and more cautious guidance has sharpened investor focus on how management views the company’s medium-term growth prospects and product momentum. We’ll now examine how Collegium’s revenue beat...

Coca-Cola stock jumped 5% to US$88.27 in the first trading session after earnings, which suggests investors quickly liked what they saw. The headline is simple: this quarter was about earnings power. Basic earnings per share for Q2 landed at about US$1.03 on revenue of roughly US$13.38b, with management highlighting margin expansion and strong free cash flow. For a company often treated as a steady bond substitute in a portfolio, that kind of profit focus can matter more than spectacle. The...