U.S. Retail REITs Stock News

Tariffs are back in the spotlight, and this time the stakes are high for companies exposed to US trade policy swings. With the Supreme Court striking down major Trump-era tariffs and triggering about $81 billion in refunds, while fresh tariffs of 10 to 12.5% are being prepared, some stocks may see fresh openings while others face new pressure. This article looks at 3 stocks directly exposed to those tariff shifts, highlighting 2 that could see clearer opportunities and 1 that may carry higher...

In recent days, JFrog Ltd. announced that its Software Supply Chain Platform is now available for procurement through the Government of Canada’s Software Licensing Supply Arrangement Catalogue via reseller Data Centre Intelligence, giving federal departments and Crown corporations a standardized way to purchase the technology. This move opens a new public-sector procurement channel in Canada, underscoring how rising demand for software supply chain security and AI governance is influencing...

Kyndryl’s new collaboration with Aptiv (APTV) highlights how the company is using its Wind River software portfolio to support mission-critical systems and edge AI in complex customer environments. See our latest analysis for Aptiv. Despite the Kyndryl alliance spotlighting Aptiv’s software capabilities, the stock has faced selling pressure, with the 30-day share price return down 14.68% and the year-to-date share price return down 25.98%, while the 1-year total shareholder return is down...

With inflation, energy prices and interest rate expectations all pulling markets in different directions, many investors are looking for companies that aim to grow earnings while still keeping their balance sheets under control. That is exactly what the Healthy high growth potential screener focuses on. It highlights stocks where analysts expect strong earnings growth over the next 3 years and financial positions that meet clear quality criteria. In this article, you will see 3 of the best...

Analyst upgrade puts fresh focus on Assurant stock A recent upgrade of Assurant (AIZ) to a Zacks Rank #2, with an accompanying A grade for Value, has put the stock back on investors’ radar as earnings estimates shift higher. The change in rating is tied to analysts’ revised earnings expectations, while valuation metrics such as price to book and price to sales are being highlighted as potential strengths relative to the broader insurance peer group. See our latest analysis for...

Corteva (CTVA) stock is drawing attention after the company partnered with Arevo AB to integrate Arginex Soy, an arginine-based seed treatment, into its soybean seed treatment portfolio for improved crop nutrition and sustainability. See our latest analysis for Corteva. Corteva shares, which closed at US$84.91, have cooled slightly in the last week but still show firm momentum, with a 30 day share price return of 11.52% and a 5 year total shareholder return of 114.79%. If this kind of product...

Insider equity adjustment gives Clearway investors a fresh data point Clearway Energy (CWEN) recently disclosed a small internal equity adjustment involving the forfeiture of 101 shares of Class C common stock, a routine governance event that still offers investors another reference point on ownership structure. The forfeited shares were previously granted under a long term equity incentive program and are now held directly by Clearway Energy Group LLC. Following this adjustment, affiliated...

Adma Biologics (ADMA) drew fresh attention after its stock fell 1.21%, trailing broader indices, as investors looked ahead to an earnings release in which analysts expect higher earnings per share and revenue compared with last year. See our latest analysis for ADMA Biologics. At a share price of $8.87, ADMA Biologics has seen short term momentum soften, with the share price return down over the past week and quarter, while a very large 5 year total shareholder return shows how strong earlier...

SiteOne Landscape Supply stock has fallen 38.7% over the past five years, yet the current intrinsic value estimate using a Discounted Cash Flow (DCF) approach suggests the shares may still trade below that modelled value, while the broader valuation checks paint a less generous picture. Over five years, SiteOne Landscape Supply has declined 38.7%, which places extra focus on whether the current price reflects the company’s longer term cash flow potential. Future cash generation from its...

In the second quarter of 2026, Delta Air Lines reported revenue of US$19,757 million, up from US$16,648 million a year earlier, while net income declined to US$1,604 million from US$2,130 million. Despite pressure from sharply higher fuel costs and lower earnings per share, Delta reaffirmed its full-year outlook and bolstered liquidity options by filing an omnibus shelf registration for multiple types of securities. Next, we’ll examine how Delta’s reaffirmed full-year outlook, despite record...

Ceva, Inc. recently announced a landmark AI licensing agreement with a major U.S. software and AI platform company, centered on its NeuPro-M architecture for custom silicon in next-generation intelligent computing devices. This deal broadens Ceva’s reach beyond traditional chipmakers to influential software platform customers seeking tightly integrated hardware-software AI solutions at the edge. We’ll now examine how this push into custom AI silicon for software platform companies could...

Applied Optoelectronics stock has delivered a very large 5 year return, yet its current valuation picture is mixed, with the intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to a roughly fair price while other checks suggest the stock is not a clear bargain overall. Over the past 5 years, Applied Optoelectronics has returned about 15.9x, which puts extra focus on whether the current share price is still supported by its fundamentals. Investor expectations around...

Why the latest leadership move at W. R. Berkley matters for shareholders W. R. Berkley (WRB) has appointed Paul J. Stock as president of Carolina Casualty, a move that puts an experienced transportation focused insurance executive in charge of a key operating unit. See our latest analysis for W. R. Berkley. Despite a 2.5% decline in the 1 day share price return to around $71.98, W. R. Berkley has seen its 30 day share price return of 5.4% and 90 day share price return of 8.9% align with a 1...

Recent Performance Context for Jazz Pharmaceuticals Stock Jazz Pharmaceuticals (JAZZ) has drawn investor attention after a period of strong longer term returns, with the stock showing gains over the past year and past 3 years, alongside positive revenue and net income growth. See our latest analysis for Jazz Pharmaceuticals. At a share price of $238.05, Jazz Pharmaceuticals has had a 90 day share price return of 19.43% and a year to date share price return of 37.48%. The 1 year total...

Eton Pharmaceuticals (ETON) came into focus after Chief Business Officer David Krempa exercised 10,000 Restricted Stock Units, converting them into common shares as part of a multi-year equity grant. See our latest analysis for Eton Pharmaceuticals. The recent equity grant vesting comes at a time when Eton Pharmaceuticals’ share price has moved to $37.51, with a 30-day share price return of 18.74% and a year-to-date share price return of 130.69%, while the 1-year total shareholder return...

Kaplan Fox & Kilsheimer LLP has begun investigating GoDaddy Inc. for potential securities law violations tied to its past disclosure of fourth-quarter promotional pricing on dotcom domains and the resulting impact on reported revenue and bookings. This probe raises questions about how clearly GoDaddy communicated the effects of its discounting strategy, potentially adding a governance and transparency dimension to how investors assess the business. We’ll now examine how concerns over...

Plug Power (PLUG) is back in focus after the Hunter Valley Hydrogen Hub in Australia reached a final investment decision, pushing a 50 MW green hydrogen project into execution and spotlighting the company’s GenEco electrolyzer deployments. See our latest analysis for Plug Power. Despite the Hunter Valley decision and liquidity moves such as the planned Graham, Texas project sale, Plug Power’s share price return has been choppy. A 1-year total shareholder return of 48.37% contrasts with steep...

Rocket Lab (RKLB) is back in the spotlight after completing the U.S. Space Force’s VICTUS HAZE mission ahead of tight timelines, while also moving to buy Iridium Communications in a US$8b deal. See our latest analysis for Rocket Lab. The latest VICTUS HAZE success and Iridium deal headlines come against a mixed backdrop for Rocket Lab’s stock, with a 1-day share price return of 2.71%, a 30-day share price return down 23.03%, a 1-year total shareholder return of 76.70%, and a 5-year...

Enterprise Products Partners L.P. recently declared a second-quarter 2026 cash distribution of US$0.56 per unit (US$2.24 annualized), a 2.8% increase over the prior-year quarter, payable on August 14, 2026 to unitholders of record on July 31, 2026. The announcement extends Enterprise Products Partners’ long-running pattern of distribution growth, reinforcing its appeal for income-focused investors who prioritize consistent cash payouts. We’ll now examine how this latest distribution increase...

In the past few days, investors reassessed Lattice Semiconductor after research highlighted that the stock screens as very expensive relative to an estimated intrinsic value and flagged heavy insider share sales over the last quarter. This combination of valuation concerns and insider activity has sharpened market focus on whether expectations for the business have stretched beyond fundamentals. Next, we’ll examine how concerns about insider selling activity may influence Lattice...

CG Oncology recently reported positive early Phase II results for its lead bladder cancer therapy, cretostimogene grenadenorepvec, in combination with gemcitabine, and outlined plans to complete its biologics license application for high-risk BCG-unresponsive non-muscle invasive bladder cancer by the fourth quarter of 2026. This combination of encouraging clinical data and a clearer regulatory timeline has sharpened investor focus on the company’s potential role in treating a challenging...

Brink's stock has delivered a strong 64.2% return over the past three years, yet the broader valuation checks paint a more mixed picture, which raises the question of how much upside is already reflected in the current US$109.12 share price. Over the last three years Brink's has returned 64.2%, which puts recent gains at the center of any discussion about whether the current price still offers value. Expectations around Brink's ability to sustain cash flow from its security and cash...

Fresh attention on Energizer Holdings (ENR) has been triggered by analysis pointing to two pressure points: softer organic revenue growth over the past two years and a balance sheet now viewed as highly leveraged. See our latest analysis for Energizer Holdings. The recent concerns around softer organic revenue and higher leverage come after a period where the share price has been relatively muted, with a 90-day share price return of 5.92% but a 3-year total shareholder return that declined...

BioCryst Pharmaceuticals stock has rebounded in recent years but is still down about 40.0% over five years, which sits alongside valuation checks that currently lean cheap on traditional metrics. With recent news highlighting both a shift toward external innovation and takeover speculation, investors are trying to work out whether the recent strength in the share price is backed by the fundamentals or running ahead of them. The share price decline of about 40.0% over five years leaves long...