U.S. Retail REITs Stock News

Rare earth metals sit at the crossroads of energy security, technology, and defense, just as investors are weighing inflation risks, shifting rate expectations, and higher input costs. While bond markets and central banks react to energy driven inflation worries, rare earth miners are directly linked to the materials needed for high tech devices and future clean energy trends. This screener filters for companies already active in rare earth mining, helping you focus on stocks with direct...

In recent weeks, Planet Fitness issued 2026 guidance that came in below investor expectations, even as it reported growth in same-store sales, EBITDA and earnings per share, alongside stronger-than-expected new gym openings under its new leadership team. At the same time, large investors such as Vanguard Capital Management disclosed meaningful passive stakes and long-term-focused funds like Baron Capital emphasized ongoing initiatives to improve member experience and franchisee returns,...

Investor focus on MSCI (MSCI) has sharpened as the May 2026 Index Review approaches. Index changes are scheduled to be announced on May 12 and to take effect at the close on May 29. See our latest analysis for MSCI. Against this backdrop, MSCI’s share price has shown mixed momentum, with a 6.63% 1 month share price return, a 2.77% year to date share price return and a 7.99% 1 year total shareholder return. Insider transactions and upcoming conference appearances are keeping valuation and risk...

Product launch puts Alpha and Omega Semiconductor (AOSL) in AI power spotlight Alpha and Omega Semiconductor (NasdaqGS:AOSL) has introduced its SmartClamp protected DrMOS family, targeting the high current demands of AI servers, data centers, and high-end graphics cards with integrated current limiting and precision protection. See our latest analysis for Alpha and Omega Semiconductor. Beyond this product launch, momentum in Alpha and Omega Semiconductor’s stock has been strong, with a 30-day...

Tennant (TNC) has kicked off Q1 2026 with investors closely watching how the latest quarterly performance lines up with a trailing 12 month revenue base of about US$1.2b and EPS of US$2.38, alongside a current share price of US$82.63. Over recent quarters, revenue has moved between US$290 million and US$318.6 million, while quarterly EPS has ranged from a loss of US$0.25 to a high of US$1.09. This provides a view of how earnings have tracked against a relatively steady top line. With trailing...

In the past quarter, Green Brick Partners, Inc. reported Q1 2026 net income of US$60.95 million, down from US$75.06 million a year earlier, with diluted EPS from continuing operations of US$1.39 versus US$1.67, and completed a US$90.13 million buyback totaling 1,500,828 shares since February 2025. Despite the year-on-year earnings decline, the company highlighted industry-leading homebuilding gross margins of 28.9% and rapid growth at Green Brick Mortgage, supported by a land strategy with...

Under Armour (UAA) has drawn investor attention after recent share price moves, with the stock up in the past month but lower over the past 3 months and recent years. See our latest analysis for Under Armour. The recent 11.57% 1-month share price return and 18.53% year-to-date share price return sit against a weaker 3-year total shareholder return of a 23.16% decline, suggesting shorter-term momentum has picked up while longer-term holders remain under water. If this kind of rebound has you...

UFP Technologies (UFPT) has put fresh numbers on the board for Q1 2026, with recent quarterly revenue sitting around US$148.9 million in Q4 2025, basic EPS of US$2.28 and trailing twelve month EPS of US$8.87 helping frame the latest report. Over the last year, the company has seen total revenue move from US$504.4 million on a trailing basis in Q4 2024 to US$602.8 million in Q4 2025. Over the same period, trailing net income excluding extra items shifted from US$59.0 million to US$68.3 million...

National Health Investors (NHI) opened 2026 with Q1 Funds From Operations of US$59.8 million, or US$1.24 per share, setting the tone for how its cash generation is holding up as a health care focused REIT. Over the last few quarters, total revenue has moved from US$85.8 million in Q4 2024 to US$89.7 million in Q1 2025 and then to US$107.5 million in Q4 2025, while basic EPS over that same period ranged between US$0.75 and US$0.96, giving investors a clear look at how earnings track against...

Why ADP’s new bond deal and recent earnings matter for stock investors Automatic Data Processing (ADP) has priced a public offering of US$1.0b in 5% senior notes due 2036, with proceeds expected around May 7, 2026, earmarked for general corporate purposes and share repurchases. This bond sale lands just days after ADP reported higher third quarter and nine month revenue and net income compared with a year earlier, giving investors fresh information on both its balance sheet funding plans and...

Why TechnipFMC’s latest quarter is on investors’ radar TechnipFMC (FTI) just reported first quarter 2026 results with non GAAP earnings and EBITDA margins ahead of expectations, a small revenue miss, and further capital returns through buybacks and dividends, putting the stock back in focus. See our latest analysis for TechnipFMC. At a share price of $75.03, TechnipFMC has a 90 day share price return of 32.7% and a year to date share price return of 58.6%, while the 5 year total shareholder...

Dollar General (NYSE:DG) has launched "simmer & stir," a private-label kitchenware brand. The line includes nearly 30 kitchen items, each priced at US$12 or less. The collection expands Dollar General's home and kitchen assortment with value-focused products. Dollar General, known for its discount retail footprint across smaller communities, is adding more depth to its home and kitchen offering through the "simmer & stir" brand. For investors watching NYSE:DG, this move gives another data...

In recent days, H.B. Fuller has highlighted its efforts to optimize its portfolio mix and streamline manufacturing costs in pursuit of an EBITDA margin above 20%, while also acknowledging pressures from weaker solar-related demand and higher raw material costs. This focus on reshaping the business for higher profitability, even as certain segments face headwinds, is drawing renewed investor attention to how effectively management can balance growth and cost control. We’ll now examine how...

Apple agreed to a $250 million class action settlement related to allegations of false advertising around Siri's AI features. The settlement addresses claims that Siri did not perform as advertised in certain AI driven tasks for users. The case centers on consumer expectations of AI functionality and transparency in how Apple markets its products. For investors following NasdaqGS:AAPL, this legal outcome connects directly to how Apple presents its AI capabilities to hundreds of millions of...

EU regulators are increasing scrutiny of Tesla's Full Self-Driving (FSD) system, raising safety and compliance questions as the company seeks wider approval in Europe. The Netherlands is moving toward approving FSD, creating a possible split in regulatory attitudes within the region. Tesla is entering deeper financial arrangements with CEO Elon Musk's other companies, including SpaceX and xAI, through substantial related party transactions. These cross-company deals are drawing fresh...

Wondering if Antero Resources at around US$39.13 is giving you fair value for the risk you are taking, or if the current price is out of line with the fundamentals. The stock has seen mixed recent returns, with about 1.5% over the last 7 days, a 3.3% decline over 30 days, 14.4% year to date, 10.2% over 1 year, 85.5% over 3 years, and a very large gain over 5 years. Recent coverage has focused on Antero Resources as investors reassess US energy stocks and look more closely at balance sheets...

Investors may be wondering whether Wolfspeed at around US$36.63 is starting to look interesting on valuation, or if the recent excitement has already been priced in. The stock has seen sharp recent moves, with returns of 41.7% over the last 7 days, 109.7% over 30 days and 93.5% year to date, which can signal changing views on both potential and risk. Recent news flow around Wolfspeed has focused on its role in the semiconductor sector and its position in power and materials technology. This...

In April 2026, Motivosity announced it joined the Paylocity Marketplace as a certified partner, allowing Paylocity customers to integrate automated employee recognition and rewards workflows directly into their existing HR systems. This integration expands Paylocity’s ecosystem with a people-first engagement tool that syncs employee data across platforms, aiming to reduce HR administration while addressing global challenges around disengagement, loneliness, and burnout. Next, we’ll examine...

The Cigna Group reported past first-quarter 2026 results with revenue of US$68.49 billion and net income of US$1.65 billion, alongside higher earnings per share from continuing operations. The company coupled this performance with a raised full-year adjusted earnings outlook, a US$1.56 quarterly dividend declaration, and further portfolio reshaping initiatives in its healthcare and pharmacy benefits businesses. We’ll now explore how Cigna’s upgraded full-year earnings guidance affects its...

Circle Internet Group (CRCL) is back in focus after regulators in Europe and the U.S. moved closer to final rules for stablecoins, reshaping expectations around how the company can offer rewards and expand crypto-asset services. See our latest analysis for Circle Internet Group. That regulatory reset has come on top of strong recent share price momentum, with a 90 day share price return of 107.43% and a year to date share price return of 36.8% from the latest close of $114.19. At the same...

Upcoming earnings as a catalyst Icahn Enterprises (IEP) is in focus ahead of its Q1 2026 earnings call on May 6, with the stock moving as investors position around expectations for the report and assess the level of confidence in the business. See our latest analysis for Icahn Enterprises. At a share price of $8.33, Icahn Enterprises has a 30 day share price return of 7.9% and an 11.36% year to date share price return. The 1 year total shareholder return of 20.2% contrasts with a 3 year total...

DraftKings recently presented at the 29th Annual Global Conference in Los Angeles and is set to report its Q1 earnings this Thursday, with the market expecting year-on-year revenue growth and heightened attention on management’s outlook. At the same time, CFO Alan Wayne Ellingson’s RSU vesting, with no open-market share sales, highlights ongoing insider equity alignment as analysts have become more optimistic about the company’s near-term performance. With analysts increasingly optimistic...

In the first quarter of 2026, Stagwell Inc. reported US$704.14 million in sales alongside a US$12.97 million net loss and completed a multi‑year buyback of 62,329,322 shares for US$369.88 million, while also appointing new segment-based growth leaders and rolling out a unified premium TV ad tech infrastructure. Together, these moves highlight Stagwell’s push to deepen higher-value client relationships, scale its AI- and data-driven marketing platforms, and tighten its capital...

Talos Energy Inc. reported first quarter 2026 results, with revenue of US$472.31 million versus US$513.06 million a year earlier and a net loss of US$256.17 million, while also highlighting strong operational execution including production at the high end of guidance. Despite wider reported losses, Talos outperformed Wall Street expectations on revenue and non-GAAP earnings and advanced key Gulf of Mexico projects, including early first production from the Cardona well and progress toward...