U.S. Retail REITs Stock News

Apple (AAPL) has reported Q2 2026 revenue of US$111.2b and basic EPS of US$2.02, with net income of US$29.6b setting the tone for this earnings update. Over recent quarters, revenue has moved from US$95.4b in Q2 2025 to US$102.5b in Q4 2025 and then to US$111.2b in Q2 2026, while quarterly basic EPS over the same periods was US$1.65, US$1.85 and US$2.02 respectively. With trailing 12 month earnings up 26% and net profit margins at 27.2%, investors now have a clearer view of how Apple is...

If you are wondering whether Ondas at US$10.32 is still attractively priced or already reflecting a lot of optimism, the next sections will walk through what the current data suggests about its value. The share price has been volatile, with a 2.2% decline over the last 7 days, a 17.1% gain over 30 days, and a very large one year return of more than 10x. These moves may affect how much risk and potential you see in the stock today. Recent price moves have kept Ondas on the radar of investors...

Graphic Packaging Holding Company previously announced a virtual power purchase agreement with NextEra Energy Resources to develop a 250‑megawatt solar plant in West Texas, aimed at sourcing renewable electricity and cutting greenhouse gas emissions across its U.S. and Canadian operations by 2025 and toward 2032 targets. At the same time, the company is grappling with multi‑year declines in sales and earnings per share, with analysts expecting further revenue pressure that has weighed on...

Apellis Pharmaceuticals (NasdaqGS:APLS) is scheduled to present at the 2026 Cell & Gene Meeting on the Mediterranean. The conference appearance will focus on the company’s cell and gene therapy programs. The event is expected to draw interest from biotech specialists and investors who track emerging therapeutic platforms. Apellis Pharmaceuticals (NasdaqGS:APLS) is known for work in complement biology, and its upcoming presence at the 2026 Cell & Gene Meeting on the Mediterranean puts a...

In late April 2026, Impinj, Inc. reported first‑quarter revenue of US$74.25 million, essentially flat year on year, while its net loss widened to US$25.26 million or US$0.83 per diluted share from US$0.30 a year earlier. At the same time, Impinj issued an upbeat second‑quarter outlook, guiding to sharply higher revenue of US$103–106 million and a swing to GAAP profitability, underpinned by record endpoint IC bookings and stronger customer demand. With this strong Q2 guidance underpinned by...

Kaiser Aluminum Corporation recently reported past first-quarter 2026 results, with sales rising to US$1,106.8 million and net income reaching US$62.5 million, driving higher basic and diluted earnings per share from continuing operations. This surge in profitability, coupled with analyst earnings estimate revisions and broader attention from market commentators, highlights a shift in how the company’s earnings power is being assessed. Now, we'll examine how this stronger-than-expected...

Bitmine Immersion Technologies (NYSE:BMNR) has completed a direct purchase of 10,000 ETH from the Ethereum Foundation. The company disclosed its largest weekly Ethereum acquisition of the year, buying more than 101,000 ETH in a single week. Bitmine’s treasury now holds over 5,000,000 ETH, representing more than 4% of global Ethereum supply. Bitmine Immersion Technologies operates as an institutional-scale digital asset player, and its growing Ethereum position sits at the center of that...

Investors may be wondering whether Kite Realty Group Trust, at a last close of US$26.34, still offers value or if most of the opportunity is already priced in. The stock has logged returns of 1.4% over 7 days, 7.9% over 30 days, 10.6% year to date and 23.5% over 1 year, with longer term returns of 47.6% over 3 years and 53.3% over 5 years that many investors will want to put in context. Recent coverage has focused on Kite Realty Group Trust as a US-listed, retail-focused REIT, with investors...

In late April 2026, UiPath announced a series of AI-focused initiatives, including deeper alliances with Deloitte and Databricks and the launch of its Intelligent Xtraction and Processing solution on Google Cloud Marketplace, embedding Google’s Gemini as the default third-party model for new projects. Taken together, these moves position UiPath more firmly at the center of agentic automation, document intelligence, and real-time data orchestration across large enterprise workflows. We’ll now...

In late April 2026, SFL Corporation Ltd. completed a US$75,000,000 tap issue of its senior unsecured sustainability-linked bonds due 2030 at 103.5% of par, lifting the total outstanding under this bond line to US$225,000,000 with proceeds earmarked for general corporate purposes. The premium pricing and sustainability-linked structure of the new bonds highlight credit market appetite for SFL’s balance-sheet funding while tying part of its financing costs to environmental performance...

EastGroup Properties, Inc. reported first-quarter 2026 results, with revenue of US$190.26 million and net income of US$94.62 million, alongside updated earnings guidance for the second quarter and full year. The company also hired Jim Traynor as Executive Vice President for its Central Region, adding experienced leadership over key Texas, Louisiana and Tennessee operations at a time of stronger earnings. We’ll now examine how EastGroup’s upgraded earnings guidance shapes the existing...

Wondering whether Sonic Automotive's current share price lines up with its underlying value, or if the recent attention has run ahead of the fundamentals? The stock last closed at US$76.43, with returns of 6.4% over 7 days, 17.1% over 30 days, 24.0% year to date, 24.5% over 1 year, 101.2% over 3 years and 64.1% over 5 years. These figures may catch the eye of investors reviewing performance over different time frames. Recent coverage of US auto retailers has focused on how dealers are...

In recent months, Archer Aviation has deepened its involvement in the US Department of Transportation and FAA’s eVTOL Integration Pilot Program, while peers such as Vertical Aerospace and Joby Aviation have advanced piloted test flights and moved further along their certification paths. This combination of government collaboration and peer milestones is sharpening focus on how quickly eVTOL technology might transition from testing into real-world urban and regional services. Next, we’ll...

Intuit recently announced that Marianna Tessel stepped down as Executive Vice President and General Manager of the Small Business Group, with Ashley Still expanding her responsibilities to lead both the Mid-Market and Small Business Groups while Tessel supports the transition in an advisory role until early July 2026. This leadership change comes as Intuit continues to integrate AI across its platform and deepen its presence with small and mid-sized business customers, making the new...

Cal-Maine Foods recently reported quarterly revenue of US$667.00 million, a very large year-on-year decrease tied to lower egg prices, alongside a reduced variable dividend and an ongoing Department of Justice investigation into egg pricing. Despite these pressures, the company still exceeded analyst revenue expectations and attracted a new US$112.50 million position from River Road Asset Management, highlighting institutional interest in its diversified egg portfolio and cost...

Edwards Lifesciences recently reported 10‑year results from its COMMENCE aortic trial, showing high freedom from valve deterioration and reoperation for patients treated with its RESILIA tissue, alongside first‑quarter 2026 sales of US$1,648.6 million and net income of US$380.7 million. The new long‑term RESILIA data, combined with raised 2026 sales guidance of US$6.5 billion to US$6.9 billion, strengthens the clinical and commercial underpinnings of Edwards’ heart valve franchise. We’ll now...

At Google Cloud Next 2026 in April, Google Cloud and NetApp announced new Google Cloud NetApp Volumes capabilities to help enterprises run applications, databases, and AI workloads without rearchitecting their environments. This collaboration highlights how NetApp’s deep integration with a major hyperscaler is becoming central to how customers operationalize AI-ready data infrastructure. We’ll now examine how NetApp’s expanded Google Cloud AI integration could influence the company’s...

Event overview and recent price context Dell Technologies (DELL) has drawn attention after recent trading, with the share price at US$210.17 and total return figures over the past year and past 3 years giving investors fresh data points to reassess the stock. See our latest analysis for Dell Technologies. The recent 24.08% 1 month share price return, alongside an 83.65% 3 month share price return and a 388.43% 3 year total shareholder return, points to strong, sustained momentum, even with a...

Context for ManpowerGroup after recent share performance ManpowerGroup (MAN) has drawn attention after recent share price moves, with the stock showing a gain over the past month but a negative total return over the past year and over the past 3 months. See our latest analysis for ManpowerGroup. For context, the recent 6.19% 1 month share price return stands against a 28.02% decline in 1 year total shareholder return. This suggests near term momentum after a much weaker longer term...

Lincoln Electric Holdings (LECO) just reported record first quarter sales of US$1.12b and net income of US$136.38m, topping market expectations and prompting management to raise full year net sales growth guidance. See our latest analysis for Lincoln Electric Holdings. The earnings beat and upgraded sales guidance appear to be contributing to building momentum, with a 6.6% 30-day share price return and a 47.04% one-year total shareholder return from a share price of US$266.25. If strong...

In April 2026, Baron & Budd finalized a US$774.00 million nationwide settlement with Albertsons Companies over allegations related to its pharmacies’ role in the opioid epidemic, while Washington state separately filed a consumer protection lawsuit claiming the grocer overcharged shoppers in millions of Buy One Get One promotions. At the same time, Albertsons expanded its DriveUp & Go service to offer free curbside pickup for eligible prescriptions at more than 1,700 pharmacies, underscoring...

Graham Holdings Company recently reported first-quarter 2026 results, with revenue rising to US$1,235.99 million and net income reaching US$29.11 million, while also announcing the completed sale of Kaplan Languages Group to Inspirit Capital. This combination of stronger earnings and the divestiture of Kaplan’s largest revenue-generating language business marks a meaningful reshaping of Graham Holdings’ business mix toward higher education services. With this portfolio realignment through...

For readers wondering whether Blue Bird's share price still offers value after a strong run, or if most of the opportunity is already priced in, this article focuses squarely on what you are paying versus what you might be getting. At a last close of US$62.87, Blue Bird has posted a 7 day return of a 3.3% decline, a 30 day return of 7.0%, a year to date return of 34.5% and a 1 year return of 65.6%, which raises questions about how much upside or risk is now reflected in the stock. Recent...

ABM Industries recently announced that Vanderbilt University selected it to deliver its end-to-end ABM Performance Solutions model for the institution’s New York City campus, overseeing operations from renovation and startup through ongoing maintenance across cleaning, engineering, grounds, subcontract management, and event support. At the same time, filings showed that Vanguard entities now hold passive stakes of about 7% and 5% in ABM, highlighting continued institutional interest even as...