U.S. Retail REITs Stock News

In late April and early May 2026, CrowdStrike Holdings expanded its AI-focused Project QuiltWorks coalition, deepened integrations of Anthropic’s Opus 4.7 across the Falcon platform, partnered with Armadin on AI-driven offensive testing, and launched Falcon OverWatch for Defender to bring its managed threat hunting to Microsoft Defender customers. These moves signal CrowdStrike’s push to turn frontier AI into an end-to-end security program delivered through global consulting and...

Arcus Biosciences (RCUS) opened 2026 with Q1 revenue of US$17 million and a basic EPS loss of US$1.02, alongside a net loss of US$128 million, as investors weigh how the current burn supports its pipeline progress. Over recent quarters the company has seen quarterly revenue move from US$28 million in Q1 2025 to US$160 million in Q2 2025, before settling at US$33 million in Q4 2025 and US$17 million in Q1 2026. Over the same period, EPS has ranged between a loss of US$0.89 and US$1.27 per...

On 30 April 2026, Monster Beverage Corporation announced it would release its Q1 2026 results and host an earnings call on 7 May 2026 at 4:00 p.m. US Eastern Time. Ahead of the announcement, RBC Capital Markets highlighted an unusual combination of strong expected revenue growth and near-term margin pressure concerns, setting a mixed tone for expectations. Next, we’ll explore how expectations for strong Q1 revenue but pressured margins could reshape Monster Beverage’s broader investment...

VSE (VSEC) has opened 2026 with Q1 revenue of US$324.6 million and basic EPS of US$1.06, alongside trailing twelve month EPS of US$3.00 and net income of US$68.6 million that sits against a 52.7% year over year earnings growth figure provided in the wider context. Over recent periods the company has seen revenue move from US$256.0 million in Q1 2025 to US$324.6 million this quarter, while basic EPS over the same quarters went from US$0.68 to US$1.06, with longer term data pointing to a five...

Investors in Titan America SA ( NYSE:TTAM ) had a good week, as its shares rose 5.8% to close at US$17.01 following the...

Timken (TKR) opened 2026 with Q1 revenue of US$1.2 billion and basic EPS of US$1.41, setting the tone for how investors will read the rest of the year. Over the past few quarters, revenue has moved from US$1,073.6 million in Q4 2024 to US$1,140.3 million in Q1 2025 and now US$1,231.3 million in Q1 2026, while basic EPS has shifted from US$1.02 to US$1.12 and then to US$1.41 over the same points in time. This gives a clear view of the recent trend in the top and bottom lines. Against a...

Supernus Pharmaceuticals (SUPN) opened 2026 with Q1 revenue of US$207.7 million and a basic EPS loss of US$0.04, alongside a net loss of US$2.3 million, while its trailing twelve month figures show revenue of US$776.8 million and a net loss of US$29.0 million, equivalent to a basic EPS loss of US$0.51. The company has seen quarterly revenue move from US$149.8 million in Q1 2025 to US$207.7 million in Q1 2026, with basic EPS shifting from a loss of US$0.21 to a smaller loss of US$0.04 over the...

Kraft Heinz (KHC) opened 2026 with Q1 revenue of US$6.0b, basic EPS of US$0.67 and net income of US$798m, setting the tone for how the rest of the year might shape up for shareholders watching profitability closely. The company has seen quarterly revenue move from US$6.6b in Q4 2024 to US$6.0b in Q1 2026, while basic EPS shifted from US$1.77 to US$0.67 over the same period, against a backdrop of trailing twelve month losses and only modest revenue growth. With analysts in the supplied data...

NVIDIA (NasdaqGS: NVDA) announced a multiyear partnership with Corning to expand U.S. manufacturing for next generation AI data center optical connectivity. The plan includes three new U.S. plants, a targeted 10x capacity increase, and over 3,000 new jobs tied to advanced optical components for AI infrastructure. The agreement spans supply commitments and equity links, reflecting deeper integration between NVIDIA and a key optical technology supplier. NVIDIA, best known for its GPUs and AI...

In the past week, The Coca-Cola Company reported first-quarter 2026 results with sales of US$12.47 billion and net income of US$3.92 billion, alongside affirming a quarterly dividend of US$0.53 per share payable on 1 July 2026. At the same time, shareholders rejected multiple proposals on sustainability, ingredient risks, plastics packaging, and diversity reporting, highlighting an ongoing tension between environmental, social, and governance advocates and the prevailing priorities of the...

Axon Enterprise reported past first-quarter 2026 results with revenue of US$807.35 million and net income of US$169.31 million, significantly higher than a year earlier and ahead of revenue expectations. Management’s decision to raise full-year revenue guidance, underpinned by rapid growth in AI-driven offerings and its expanding counter-drone business, highlights how newer product lines are becoming central to Axon’s business mix. We’ll now examine how Axon’s raised full-year revenue...

Wondering if Otter Tail is fairly priced or if the stock is offering value at its current level of US$88.89? This article breaks down what the numbers are really saying. The stock has returned 0.8% over the last week, 0.4% over the past month, 9.1% year to date and 19.5% over the last year, with a 3 year return of 21.1% and a 5 year return of 114.0%. This provides plenty of history to weigh against today's price. Recent coverage has focused on Otter Tail in the context of evergreen analysis,...

If you are wondering whether Western Digital's recent surge still offers value, the stock's current set up makes it a prime candidate for a closer look at what you are actually paying for its future cash flows. Western Digital closed at US$483.15, with returns of 17.1% over 7 days, 58.9% over 30 days and 157.4% year to date, while the 1 year and 3 year returns are very large, with the 3 year return approaching 20x the starting point. Recent coverage has focused on Western Digital's position...

RH stock performance snapshot RH (RH) has caught investor attention after a choppy year, with the stock showing a 6.7% move over the past day and mixed returns across the week, month, and past 3 months. Shares last closed at US$131.73, with year to date and 1 year total returns both negative, and longer term 3 year and 5 year total returns also in decline, prompting closer scrutiny of the company’s fundamentals. See our latest analysis for RH. The recent 1 day share price return of 6.7% and 1...

Xcel Energy Inc.'s ( NASDAQ:XEL ) robust recent earnings didn't do much to move the stock. We think this is due to...

If you are wondering whether Mosaic, at a last close of US$23.56, looks cheap or expensive right now, this article walks through what that price implies about the stock. The stock has been choppy, with a 2.3% return over the last 7 days, an 11.1% decline over 30 days, and a 23.1% decline over the past year, which can change how the market views both its potential and its risks. Recent news coverage has focused on Mosaic in the context of broader materials and commodity sentiment, including...

Halozyme Therapeutics Stock Moves After Recent Performance Shifts Halozyme Therapeutics (HALO) has drawn fresh attention after a mixed stretch in its share performance, including a month gain of about 5% alongside a past 3 months decline of roughly 15%. See our latest analysis for Halozyme Therapeutics. With the share price at about $66.35, Halozyme Therapeutics shows short term momentum, with a 7 day share price return of 5.22%. However, the year to date share price return of a 5.63% decline...

Coinbase Global (NasdaqGS:COIN) is cutting roughly 14% of its global workforce. The company is reorganizing operations around greater AI adoption across core functions. The restructuring is framed as a push for efficiency and cost discipline in a challenging crypto market. For investors tracking Coinbase Global, the restructuring comes at a time when the stock is trading at $197.96, with a 7 day return of 8.9% and a 30 day return of 13.3%. Over 3 years, the stock has delivered a gain of...

Despite Vistance Networks, Inc.'s ( NASDAQ:VISN ) most recent earnings report having soft headline numbers, its stock...

The market seemed underwhelmed by last week's earnings announcement from Tyler Technologies, Inc. ( NYSE:TYL ) despite...

Insiders were net buyers of Certara, Inc.'s ( NASDAQ:CERT ) stock during the past year. That is, insiders bought more...

The investors in Cytokinetics, Incorporated 's ( NASDAQ:CYTK ) will be rubbing their hands together with glee today...

E-commerce platform Shopify reported significant milestones for the first quarter of 2026, with merchants on its platform generating over $100 billion in Gross Merchandise Volume (GMV). The company's financial performance sees a notable 34% revenue growth alongside consistent free cash flow margins. These results highlight broad-based growth across different geographies, merchant sizes, and channels, underscoring Shopify's strategic investments in enhancing merchant tools and internal...

Onterris, Inc. ( NYSE:ONT ), might not be a large cap stock, but it saw significant share price movement during recent...