U.S. Retail REITs Stock News

If you have ever wondered whether Nu Holdings is a smart buy or if its recent buzz is justified, you are in the right place. Over the past year, the stock has gained 14.2% and shot up an impressive 49.5% year-to-date. This indicates renewed confidence and plenty of momentum in the market’s eyes. Recent headlines have spotlighted the company’s expansion efforts throughout Latin America, as well as strong customer acquisition numbers. Both factors have stoked investor optimism and could be...

MARA Holdings, Inc. recently announced a joint venture with MPLX LP to develop integrated power generation facilities supporting long-term low-cost natural gas supply and facilitating AI compute and Bitcoin mining operations. This collaboration positions MPLX to expand into energy infrastructure supporting digital technologies, reflecting a broader push to align midstream assets with emerging energy demand areas. We'll explore how MPLX's expansion into digital infrastructure partnerships...

Skyward Specialty Insurance Group has promoted John Burkhart to President, U.S. Property & Casualty, expanding his role to oversee several key divisions. The company frames this move as a way to strengthen talent alignment and operational focus. See our latest analysis for Skyward Specialty Insurance Group. With several leadership changes and a substantial new credit facility announced over the past month, Skyward Specialty Insurance Group has remained quite active on the corporate front...

RadNet (RDNT) shares have gained ground in recent weeks, drawing investor attention despite the absence of major news. Its stock has climbed 18% over the past 3 months, prompting fresh discussion about its valuation. See our latest analysis for RadNet. RadNet’s strong 18% share price rebound over the past three months is catching eyes, especially given its solid 18% return year-to-date. Even though the one-year total shareholder return sits at just 1%, the long-term momentum has been...

Commerce Bancshares completed a routine share buyback, repurchasing 418,131 shares for US$25.22 million between July 1 and September 30, 2025, as part of a long-term program now totaling more than 41.77 million shares repurchased since 2005. Investor optimism around regional banks, including Commerce Bancshares, increased after remarks from the New York Federal Reserve President signaled the potential for future interest rate cuts, even as the bank's recent earnings fell short of analyst...

Molson Coors Beverage Company recently declared a regular quarterly dividend of US$0.47 per share, with payment set for December 19, 2025, to shareholders of record as of December 5, 2025. At the same time, the company is undergoing restructuring with leadership changes and a very large US$3.6 billion goodwill impairment, while insider buying by a director shows some internal confidence amid analyst caution. We’ll explore how the leadership transition and ongoing restructuring may influence...

HA Sustainable Infrastructure Capital (HASI) has seen its share price deliver some interesting moves recently, with a 15% climb over the past month and a nearly 20% gain year-to-date. Curious investors may be taking notice of these shifts, especially given the company’s strong annual revenue growth. See our latest analysis for HA Sustainable Infrastructure Capital. Momentum appears to be building for HA Sustainable Infrastructure Capital, with a 15% share price return over the past month...

STAG Industrial (STAG) just reported better than expected Q3 earnings, with both funds from operations and revenue beating analyst estimates. Leadership echoed optimism, pointing to the portfolio’s ongoing stability and healthy market fundamentals. See our latest analysis for STAG Industrial. STAG Industrial’s strong quarter helped extend its positive momentum, with the share price climbing 18.3% so far this year and the company posting a 1-year total shareholder return of 11.6%. Momentum...

Pentair reported third-quarter 2025 earnings that surpassed both revenue and adjusted earnings per share forecasts, prompting multiple analysts to raise their outlook on the company. Heightened analyst confidence reflects Pentair's perceived strength in core markets and its ability to deliver quality earnings and improved returns on invested capital. Analysts' optimism about Pentair's strengthening earnings quality sets an important backdrop for assessing its evolving investment...

Earlier this month, Celsius Holdings announced an expanded partnership with PepsiCo to integrate CELSIUS, Alani Nu, and Rockstar Energy into a single portfolio, along with the launch of a US$300 million share repurchase program authorized by its Board of Directors without a set expiration date. Director Kravitz Hal's recent purchase of 10,000 shares highlights insider confidence as the company accelerates energy drink category expansion through joint efforts with leading beverage...

Terreno Realty Corporation announced it has fully pre-leased all 213,000 square feet of Countyline Corporate Park Phase IV Building 36, with construction started and completion targeted for the first quarter of 2027. The milestone highlights solid demand for new LEED-certified industrial space and shows Terreno's execution in Miami's competitive logistics and distribution market. Next, we'll examine how the full pre-leasing of Countyline Building 36 reflects growing tenant demand for modern,...

On November 21, 2025, Mirion Technologies reported that shareholder Kingsley Lawrence filed to sell 300,000 restricted shares through UBS Financial Services Inc., while analysts widely revised their earnings estimates higher for the company. This combination of significant insider share sale and broad analyst optimism highlights a period of heightened attention and changing sentiment around Mirion Technologies’ future prospects. We'll examine how upbeat analyst sentiment and upward earnings...

AMETEK (AME) has just released its 2025 Sustainability Report, detailing concrete steps forward on emissions reduction, operational efficiency, and sustainability initiatives. The company reports a 33% drop in greenhouse gas intensity, which is well ahead of its 2035 target. See our latest analysis for AMETEK. While AMETEK’s leadership on sustainability has made headlines, the stock itself has been quietly resilient, clocking a 1-year total shareholder return of -0.54%. It also boasts...

Bitdeer Technologies Group (NasdaqCM:BTDR) is drawing fresh scrutiny after announcing a $149 million follow-on equity offering. This comes just days after reporting sizable gains in hash rate and mining capacity, along with a deeper quarterly net loss. See our latest analysis for Bitdeer Technologies Group. Bitdeer’s fast-growing mining operations and back-to-back announcements, including its new equity offering and surging hash rate, haven’t stopped momentum from fading lately. After a rough...

Biogen (BIIB) shares have attracted attention after two significant updates this week. The company received a positive opinion in Europe for a higher dose of nusinersen, and published study results highlighting unmet needs in Dravet syndrome. See our latest analysis for Biogen. Biogen’s recent announcements have clearly caught the market’s attention, helping drive the stock to a 1-month share price return of nearly 19 percent and a robust 26 percent gain over the past quarter. While the...

Recently, the Ottawa Senators and Cincinnati Bengals announced partnerships selecting Shift4 Payments to power food and beverage concessions payments at Canadian Tire Centre and Paycor Stadium, respectively. These deals highlight Shift4's growing presence in major sports venues, reflecting an increasing demand for integrated, seamless payment solutions across high-traffic entertainment sectors. We'll consider how the expansion into prominent sports venues, exemplified by the Ottawa Senators...

Qualys, Inc. recently experienced a "golden cross" technical event, which coincided with multiple analyst earnings estimate upgrades and a top Zacks Rank rating. This convergence of positive technical momentum and improving analyst sentiment signals growing confidence in Qualys' outlook among market participants. Now, we'll consider how the recent analyst upgrades and bullish technical trend could influence Qualys' future investment narrative. The end of cancer? These 29 emerging AI stocks...

Papa John's International (PZZA) has shuffled its top executive team, promoting Ravi Thanawala to Chief Financial Officer and President, North America. The move puts Thanawala in charge of regional operations and strategy development. See our latest analysis for Papa John's International. The management shake-up comes as Papa John's works to steady its business following a difficult year for shareholders. The 1-day share price return of 4.41% hints at optimism around the leadership news, but...

Earlier this month, Urban Outfitters and Nuuly rolled out a nationwide in-store return option for Nuuly rental subscribers, offering instant confirmations and incentives like discount codes and exclusive gifts for returns completed at any U.S. Urban Outfitters location. This initiative not only streamlines the rental return experience but also aims to attract Gen Z shoppers by blending digital convenience with in-store engagement and special perks. We'll explore how integrating Nuuly’s...

On November 19, 2025, Wendy’s and certain of its subsidiaries announced an agreement with Barclays Capital Inc. to issue and sell US$450 million in Series 2025-1 Fixed Rate Senior Secured Notes, with repayment expected by December 2032 and interest payable quarterly. This sizable refinancing comes amid elevated debt levels, flat same-store sales, cautious analyst sentiment, insider selling, and a renewed focus on digital and menu innovation as the company seeks to address persistent growth...

Wondering if NVIDIA is truly worth its current price tag? You are not alone, as investors everywhere are debating whether the company’s valuation now reflects all its massive potential. The stock has delivered an impressive 29.3% jump year-to-date, and a staggering 1253% return over five years, but it has pulled back 5.9% in the past week as the market digests recent developments. Big moves in the artificial intelligence space and fresh announcements from major customers have been fueling...

National Energy Services Reunited (NasdaqCM:NESR) released its quarterly earnings and set out new revenue guidance. The company laid out expectations for a record finish to 2025 and substantial growth into 2026 despite recent declines. See our latest analysis for National Energy Services Reunited. After a string of strong contract wins and upbeat revenue guidance, momentum has clearly shifted for National Energy Services Reunited. The share price has surged nearly 60% in the past three months...

CG Oncology (CGON) has just released its latest quarterly and nine-month financial results, showing revenue growth compared to a year ago, even as net losses widened. This update offers a fresh angle for investors tracking CGON’s momentum and financial health. See our latest analysis for CG Oncology. After rallying strongly through the last quarter, CG Oncology’s share price has climbed 57.7% over the past 90 days and sits at $42.44. This momentum has sparked wider interest, even as the...

Earlier this month, ICL Group announced it would discontinue its planned lithium iron phosphate (LFP) cathode active material facilities in the US and Spain following the withdrawal of US Department of Energy funding and lack of European Union support, alongside lower electric vehicle market forecasts and increased regulatory uncertainty. This major move shows how shifts in government funding and electric vehicle demand can quickly reshape business priorities in the battery materials...