U.S. Retail REITs Stock News

M&T Bank (MTB) is back in focus as it prepares to report earnings this Wednesday before the bell, with investors watching whether revenue growth aligns with expectations after last quarter’s mixed performance. See our latest analysis for M&T Bank. M&T Bank’s recent share price momentum has been firm, with a 30-day share price return of 4.3% and an 18.53% year to date share price return. Longer term total shareholder returns of 26.24% over 1 year and 109.89% over 5 years show the stock has...

With Fed Chair Kevin Warsh signaling that interest rates may stay higher for longer, inflation still above the 2% target, and oil prices jumping after renewed tensions in the Strait of Hormuz, many investors are reassessing how reliable their income stocks really are. Dividend Aristocrats, with long records of raising payouts and a focus on financial discipline, can look appealing when volatility and inflation risks rise together. This article walks through 3 stocks from our Dividend...

Vestis (VSTS) is in focus after 29 workers represented by Teamsters Local 135 launched an unfair labor practice strike, citing alleged threats over protected concerted activity and seeking fair pay and improved benefits. See our latest analysis for Vestis. Vestis shares have been on a strong run, with a 30 day share price return of 12.96%, a 90 day share price return of 61.08%, and a year to date share price return of 126.44%. The 1 year total shareholder return of 148.75% suggests recent...

In July 2026, FactSet Research Systems Inc. reported third‑quarter fiscal 2026 results showing higher sales of US$622.92 million but lower net income of US$126.72 million versus a year earlier, reaffirmed full‑year revenue and earnings guidance, and completed a US$505.96 million share repurchase program covering 5.55% of its stock. FactSet also announced a multi‑faceted AI partnership with Google Cloud aimed at embedding Gemini‑powered agents into its Workstation and expanding cloud...

Klaviyo, Inc. recently named former CyberArk CFO Erica Smith as its new Chief Financial Officer and principal financial and accounting officer, with outgoing CFO Amanda Whalen supporting the transition through an advisory role this year. Alongside this leadership update, Klaviyo has been rolling out AI-powered CRM capabilities and social marketing tools that more tightly connect customer data, automation, and omnichannel engagement for brands. Next, we will examine how Erica Smith’s...

In recent days, Loop Capital downgraded Best Buy to Hold, citing leadership transitions involving the new CEO Jason Bonfig and the CFO, rising operational risks, and a wave of insider sales, including planned disposals from the Richard M. Schulze Revocable Trust dating back to founder-era shares. These governance and insider-selling concerns arrive as Best Buy’s more diversified electronics and services model contrasts with GameStop’s challenged core gaming business, reshaping how investors...

With markets on edge over energy shocks, inflation data and shifting rate expectations, many investors are looking for companies where insiders have meaningful skin in the game and where growth expectations remain optimistic. The Fast Growing Stocks With High Insider Ownership screener focuses on exactly that combination, highlighting businesses where management and analysts both see room for expansion and leaders are heavily invested alongside you. This article introduces three stocks from...

Keurig Dr Pepper recently reported strong growth in its U.S. Refreshment Beverages segment, highlighted by brands such as Dr Pepper and GHOST energy, while outlining a plan to split into two pure-play companies targeting about US$400 million in cost savings despite carrying approximately US$25.90 billion of debt. An interesting angle is that Barclays has called out Keurig Dr Pepper as potentially materially undervalued, with the proposed company split and the push to grow GHOST’s energy...

BeOne Medicines Ltd. recently reported positive topline results from its Phase 3 MANGROVE trial, where BRUKINSA (zanubrutinib) plus rituximab significantly improved progression-free survival versus bendamustine plus rituximab in previously untreated mantle cell lymphoma. This is the first global Phase 3 study to show a chemotherapy-free, rituximab maintenance-free regimen can match or exceed standard chemoimmunotherapy, potentially sparing patients around two years of infusion treatment...

Earlier this month, SEALSQ Corp. announced a Memorandum of Understanding with GlobalFoundries to co-develop secure semiconductor platforms, Post-Quantum Cryptography solutions, and cryogenic ASICs, leveraging GlobalFoundries’ manufacturing and MIPS unit alongside SEALSQ’s security and quantum expertise to support U.S. and European supply chain goals. GlobalFoundries also reported that its SLATE wafer-to-wafer bonding technology is now production-ready on the 9SW RF-SOI platform in Singapore,...

Snap stock is back in focus after a long slide, with the share price sharply lower over the past five years while some analysts now frame it as undervalued on traditional market multiples. That gap between weak historical returns and a more favorable pricing signal is what current investors need to weigh. Over the past 5 years, Snap shares have fallen about 92%, which leaves today’s valuation anchored on whether the business outlook has improved enough to justify a recovery case from a much...

In recent days, Zscaler highlighted strong enterprise uptake of its Zero Trust Everywhere cloud security platform, underscoring momentum across its broader security offerings. An important takeaway is that Zscaler’s focused Zero Trust expansion appears to contrast with rivals facing higher integration and cost burdens, potentially sharpening its competitive edge. Next, we’ll examine how accelerating Zero Trust Everywhere adoption could reshape Zscaler’s investment narrative and its...

American Financial Group, NYSE:AFG, is drawing attention for slower growth in net premiums earned relative to insurance peers. Earnings per share growth has been modest, while book value per share has declined compared with other insurers. These trends are prompting closer scrutiny of the company’s fundamentals and positioning within the insurance sector. American Financial Group, NYSE:AFG, is coming under closer review as recent data shows slower growth in key operating metrics than many...

Intuitive Surgical (ISRG) is under closer scrutiny after a voluntary Class II recall of certain Da Vinci surgical system components, drawing investor attention to product quality controls and potential implications for the stock’s risk profile. See our latest analysis for Intuitive Surgical. Intuitive Surgical’s share price has come under pressure in recent months, with a 90 day share price return declining 12.86% and a year to date share price return down 27.56%. The 5 year total shareholder...

ScanSource, Inc. recently announced an expanded partnership with HPE that now includes HPE Juniper Networking, broadening its networking, cybersecurity and AI-native enterprise solutions for channel partners and end users. A key feature of the announcement is the use of ScanSource Launch Point to accelerate HPE’s go-to-market efforts with tailored channel programs and new routes to market. We’ll now examine how this deeper HPE relationship, particularly the Launch Point go-to-market support,...

Citigroup (C) just reported second quarter 2026 earnings that materially change the conversation around the stock. The bank posted net income of US$5,831 million and net interest income of US$17,125 million for the quarter. See our latest analysis for Citigroup. Citigroup’s 1-day share price return was broadly flat, but the 90-day share price return of 8.59% and year to date gain of 18.54% point to building momentum. A 1-year total shareholder return of 64.46% and 3-year total shareholder...

BlackRock stock is coming off a strong 3 year run. At around US$1,031 per share, the valuation picture is mixed, with the intrinsic value estimate from the Excess Returns model sitting close to the market price, while earnings based multiples point to a richer tag. Over the past 3 years, BlackRock has returned about 51.8%, which sets a relatively high bar for any further gains to be supported by fundamentals. Fresh momentum in ETFs, digital assets and tokenization can help support long term...

Capital One Financial stock has returned 87.8% over the past three years, yet its valuation picture is split, with an Excess Returns intrinsic value estimate pointing to a discount to current pricing while earnings multiples lean the other way. Over three years, a total return of 87.8% suggests the market has already priced in a significant improvement in Capital One Financial’s prospects. The planned acquisition of Discover can support higher long term earnings power. However, pressure on...

Globus Medical stock has delivered a 39.0% return over the past year, and the current valuation checks lean toward the shares looking inexpensive rather than stretched, which creates a clear question about how much of that strength is supported by fundamentals. Over the past 12 months, Globus Medical is up 39.0%, a move that puts recent share price momentum firmly on investors' radar. BMO Capital's recent Outperform rating with a US$94 price target highlights confidence that earnings can be...

BJ's Restaurants recently reported that ongoing traffic growth, menu innovation and operational improvements have supported stable restaurant-level margins despite elevated food and labor costs. The company’s emphasis on digital ordering platforms, convenience-oriented service formats and new restaurant openings is emerging as a key driver of its longer-term growth ambitions. We’ll now examine how this sustained traffic growth and margin resilience may influence BJ’s existing investment...

Rubrik stock has climbed about 23% over the past month. However, the latest valuation checks suggest it no longer stands out as a clear bargain, with the Discounted Cash Flow (DCF) intrinsic value estimate sitting close to, rather than far from, the current share price. Rubrik's roughly 23% gain in the past month highlights strong recent momentum that may already reflect a lot of optimism in the price. Recent announcements around AI driven security offerings and a sizeable UK investment can...

In recent weeks, Coherent has reported a 41% increase in its datacenter segment and a multi-year backlog of AI-related optical orders extending through 2028, while NVIDIA committed US$2 billion to support the company’s Texas indium phosphide expansion. This combination of strong datacenter demand, a deep AI infrastructure backlog, and progress on advanced technologies like co-packaged optics is drawing renewed attention to Coherent’s role in the optical backbone of AI computing. With this...

Recent commentary from UBS has put Mattel (MAT) back in focus, arguing that the market may be overlooking the depth of its brands, which extend beyond toys into broader family entertainment categories. See our latest analysis for Mattel. Mattel's share price has recently seen a short burst of momentum, with a 1-day share price return of 3.83% and 7-day share price return of 6.05%. However, the 30-day and year-to-date share price returns are still down 5.53% and 30.94% respectively, and the...

THOR Industries (THO) is back in focus for investors after recent trading pressure, with the stock down 6.8% over the past month and 8.6% over the past 3 months. See our latest analysis for THOR Industries. At a share price of $71.96, THOR Industries has seen its short term momentum fade, with the 7 day share price return down 4.98% and the year to date share price return down 31.75%. The 1 year total shareholder return is down 20.03%, pointing to a period where investors have been...