U.S. Retail REITs Stock News

Stubbornly high inflation, solid consumer spending, and uncertain Fed policy are pulling markets in different directions. That mix is putting consumer driven service stocks under the spotlight. Some companies linked to everyday services may find support from resilient demand, while others feel the pinch from higher discount rates. This article unpacks how that story ties back to the latest data and highlights three stocks that screen positively against this backdrop. The three stocks that...

Energy Transfer has delivered very strong returns over the past five years, yet today the stock still screens as undervalued on several traditional market multiples. This sets up a careful valuation debate for new money looking at the current price. Over the past 5 years, Energy Transfer has returned about 236.9%, which puts recent valuation checks under a bit more scrutiny for anyone considering fresh exposure now. The company’s large midstream footprint can support relatively steady cash...

Disc Medicine (IRON) is under legal scrutiny after Rosen Law Firm announced an investigation into potential securities law violations related to alleged misleading business information and an FDA Complete Response Letter on bitopertin. Against this backdrop, Disc Medicine's recent share price moves show momentum building again. The stock has a 30 day share price return of 10.8% and a 90 day share price return of 16.8%. The 1 year total shareholder return of 37.9% reflects a much stronger...

Waste Management (NYSE:WM) is committing US$1.4b to AI powered recycling facilities in a major technology buildout. The plan includes a new US$90 million AI enabled recycling site in Florida designed to upgrade sorting capabilities. AI driven optical sorting is expected to support higher recycling efficiency and help address tighter circular economy rules. The investment signals a broader shift toward automation in waste handling, mining and adjacent industrial sectors. This kind of AI...

FedEx (FDX) has been in focus after its board affirmed a quarterly cash dividend of $1.22 per share and highlighted a US$400m commitment to new air cargo hubs in Delhi and Mumbai. FedEx shares closed at US$335.99 and have gained 8.11% on a 1 month share price return basis, although the 90 day share price return is down 18.33%. The 1 year total shareholder return of 83.18% and 5 year total shareholder return of 73.20% point to stronger longer term momentum. Scan for other logistics and...

American Airlines Group (AAL) is back in focus after its recent earnings report, where revenue aligned with expectations but full-year EPS guidance missed, and the stock dropped 5.5% following the announcement. Over the past month, American Airlines Group has come under pressure, with a 30 day share price return of down 7.42% and a year to date share price return of down 10.59%, while the 1 year total shareholder return of 5.41% points to a mixed longer term picture. Spot under-pressure...

e.l.f. Beauty (ELF) is drawing fresh attention after becoming the only official beauty sponsor at the Minnesota State Fair, tying the appearance to new pickle themed products and on site experiential marketing. Those pickle themed promotions come as e.l.f. Beauty’s share price has moved sharply higher in recent months, with a 30 day share price return of 27.33% and a 90 day share price return of 86.36%. This is occurring even though the 1 year total shareholder return is down 14.36% and the 3...

On 26 August 2026, SentinelOne and Tenable Holdings released joint research combining Tenable’s exposure data with SentinelOne’s endpoint telemetry to show a disconnect between vulnerability disclosure and real-world exploitation, revealing that attackers increasingly prioritize specific vendor product lines rather than individual CVEs. An especially interesting finding is Tenable’s concept of the “Persistently Targeted Vendor,” where a small set of vendor ecosystems represents durable risk...

Eurozone private credit growth is now at a multi year high, which indicates that households and businesses are still willing to borrow and invest. That level of confidence can benefit companies that already have strong growth prospects and management teams with meaningful skin in the game. This article highlights three stocks from the Fast Growing Stocks With High Insider Ownership screener that fit that profile and may merit a closer look. The three stocks below are just a small sample, and...

Expeditors International of Washington has delivered strong share price gains, yet at the current level around US$190 the stock screens as expensive on both cash flow and market multiple checks, which raises questions about how much upside is already reflected in the valuation. Around 67.2% total return over the past 3 years signals that investors have already priced in a significant amount of optimism about Expeditors International of Washington. The valuation today leans on expectations...

Merit Medical Systems recently announced that Sheri Lewis joined the company as Executive Vice President of Global Operations on August 31, 2026, bringing three decades of experience in global manufacturing, distribution, logistics, and supply chain management from firms including SkinHealth Systems, Avantor, Medtronic, and Honeywell. At the same time, long-time operations leader and former Chief Operating Officer Mr. Peterson shifted into a Senior Advisor role through March 5, 2027,...

MongoDB stock has climbed sharply over the past month, yet current valuation checks suggest the market price is well above what its cash flow based intrinsic value estimate implies. With both the Discounted Cash Flow (DCF) approach and market multiples pointing to a premium, investors are weighing recent momentum against a set of metrics that read expensive. The share price has gained about 30.7% over the past month, which puts recent momentum in clear contrast with the more cautious...

Earlier this year, SoundHound AI reported Q2 revenue growth of 45% year over year, raised its full-year outlook, and announced plans to acquire LivePerson to strengthen its conversational and cloud communications AI capabilities. The combination of accelerating adoption of its Oasys self-learning agentic AI platform and the pending LivePerson acquisition suggests a step-change in how SoundHound AI could scale enterprise-grade voice and conversational services across multiple...

In recent days, Novavax reported a strong Q2, with revenue and EPS coming in ahead of analyst expectations, while continuing to advance its vaccine portfolio, including newer programs such as a skin cancer vaccine in partnership with Moderna. At the same time, options markets and rising short interest have revealed a sharply divided view on Novavax’s outlook, even as its underlying vaccine strategy gains traction. Next, we’ll examine how this better‑than‑expected Q2 performance and vaccine...

Casey's General Stores (CASY) is back in focus after management highlighted continued strength in its food and grocery business and outlined plans to open at least 120 additional stores across its network. The recent pullback, with a 1-day share price return down 2.16% and a 30-day share price return down 5.42% to US$807.12, comes after a strong run that left Casey's General Stores with a 45.10% year to date share price return and a 1-year total shareholder return of 62.54%. This suggests...

Hartford Insurance Group (HIG) is drawing fresh attention after announcing a collaboration with the University of California, Berkeley’s Bakar Labs for Energy & Materials to support early-stage energy and materials startups. For context, Hartford Insurance Group’s share price has a 90 day share price return of 8.44%, while the 1 year total shareholder return is 6.94% and the 5 year total shareholder return is 126.82%. This suggests that longer term holders have seen stronger momentum than...

Sharplink (SBET) is on investors’ radar after its recent name change from SharpLink Gaming and its refocus on an institutional Ethereum treasury platform, alongside affiliate marketing services for sportsbook and online casino operators. Recent trading has been volatile for Sharplink, with the share price at $8.32 after a 7 day share price return of 17.51% and a 90 day share price return of 36.84%. However, the year to date share price return is down 14.14% and the 1 year total shareholder...

On August 14, 2026, activist investor Alexander Merk filed an exempt solicitation with the SEC, criticizing ASA Gold and Precious Metals Limited’s governance and highlighting a lack of precious metals mining expertise on the board since it assumed management on July 1, 2026. Merk also introduced a public dashboard tracking key company metrics under the new board, increasing scrutiny of how effectively directors are overseeing the specialized precious metals portfolio. Against this backdrop,...

Happen (HAPN) stock drew fresh attention after Happen Bank reported Q2 revenue in line with expectations, record pre tax income, higher full year EPS guidance, and 29% year over year loan origination growth to US$3.1b. The latest results landed after a mixed year for Happen’s stock, with the 1 year total shareholder return of 9.22% supported by a very large 3 year total shareholder return of about 16x. Even as the year to date share price return is down 3.97% at US$18.36, this hints that...

Uranium Royalty Corp. recently received an upgrade to a Zacks Rank #1 (Strong Buy), reflecting analyst revisions that point to higher earnings estimates and a more constructive outlook on its business prospects. This shift in analyst sentiment highlights how earnings estimate revisions can influence perceptions of Uranium Royalty’s role in the uranium sector and its potential opportunities. We’ll now examine how this Strong Buy upgrade, driven by rising earnings estimates, influences Uranium...

Earlier this week, U.S. authorities tightened restrictions on foreign bulk-power equipment and new foreign-made solar inverters, elevating cybersecurity and domestic supply chain priorities that directly affect SolarEdge’s competitive landscape. This policy shift has prompted at least one major bank analyst to reassess SolarEdge’s prospects, highlighting how regulatory barriers to foreign rivals could reshape its addressable inverter market. Next, we’ll examine how tighter U.S. limits on...

Recently, Alignment Healthcare reported that its Medicare Advantage platform delivered rapid annual revenue and earnings growth, with earnings per share expanding faster than sales and free cash flow margins improving over the last five years. This combination of strong revenue momentum, highly profitable incremental growth and rising free cash flow gives the company more flexibility to fund operations or return capital to shareholders. Next, we’ll examine how this strengthening free cash...

What the new VA task order means for Personalis stock Personalis (PSNL) is back in focus after receiving a new task order of up to US$18.3 million under its contract with the U.S. Department of Veterans Affairs Million Veteran Program, lifting cumulative VA MVP task orders to about US$243.3 million. The Personalis share price has moved sharply over the year, with a 30 day share price return of 42.57% and a year to date gain of 117.58%. The 1 year total shareholder return of 257.32% and very...

Buyback announcement puts Plexus stock in focus Plexus (PLXS) has drawn investor attention after its Board authorized a share repurchase plan and the company announced it may buy back up to US$100 million of its stock. The buyback news comes after a strong run for Plexus, with the share price up 60.6% year to date and the 1 year total shareholder return at 76.4%. However, a share price pullback of 3.5% over the past month suggests some momentum is cooling in the short term. Compare Plexus...