U.S. Retail REITs Stock News

PC Connection (NasdaqGS:CNXN) has approved a substantial increase to its share repurchase authorization. The company also raised its quarterly dividend, signaling higher capital returns to shareholders. These changes represent material capital allocation decisions that could influence investor sentiment toward CNXN. PC Connection, a provider of IT solutions and services for businesses and public sector clients, is emphasizing higher capital returns at a time when many organizations continue...

Why AutoZone (AZO) Is Back in Focus Ahead of Earnings AutoZone (AZO) is back on traders’ screens after a recent share move tied to anticipation around its upcoming fiscal second quarter earnings, where margins, pricing, and demand trends are front and center. See our latest analysis for AutoZone. The recent 1-day share price return of 1.83% and 7-day share price return of 4.81% highlight how anticipation around the March 3 earnings call, store expansion plans, and ongoing buybacks are feeding...

Cushman & Wakefield (CWK) has been in focus after a series of senior hires across its capital markets and occupier advisory businesses, prompting investors to reassess how fresh leadership might influence the stock. See our latest analysis for Cushman & Wakefield. Despite the flurry of senior hires and business wins, Cushman & Wakefield’s recent share price performance has been weak. The 7 day share price return is 20.24% and the 30 day share price return is 25.06%, while the 1 year total...

In February 2026, CTS Corporation reported fourth-quarter and full-year 2025 results that exceeded analyst expectations, with sales of US$541.32 million, net income of US$65.32 million, and a declared cash dividend of US$0.04 per share payable in April 2026 to shareholders of record as of March 2025. The company’s performance was driven by strong growth in diversified end markets such as medical and industrial, while management highlighted solid cash generation, active share repurchases, a...

If you are wondering whether Zoom Communications is still a compelling stock at today’s price, you are not alone. A closer look at what you are paying for each US$ of fundamentals can help frame that question. The share price last closed at US$92.60, with returns of 0.4% over 7 days, 14.4% over 30 days, 11.1% year to date, 8.8% over 1 year, 21.7% over 3 years and a 77.8% decline over 5 years. Taken together, these figures give a mixed picture of how the market has priced the stock over...

Earlier this month, Elastic launched Elastic Inference Service and new Jina.ai reranker models for Elasticsearch 9.3, giving self-managed customers on-demand access to cloud-hosted GPU inference while keeping their core data and infrastructure on-premises. By separating model inference from data residency and adding multilingual, low-latency reranking, Elastic is deepening its role in production-grade AI search and RAG workloads. Next, we’ll examine how Elastic Inference Service for...

News (NWSA) is back in focus after reporting quarterly results ahead of expectations. The company highlighted double digit profit growth in its Dow Jones and Digital Real Estate segments, as well as continued progress toward a more digital first revenue mix. See our latest analysis for News. The share price has pulled back recently, with a 30 day share price return showing a 13.45% decline and a year to date share price return showing a 13.25% decline. However, the 3 year total shareholder...

If you are wondering whether American Express shares still offer value after their long run, the key is to understand how the current price stacks up against a range of valuation checks. The stock last closed at US$337.50, with recent returns of 9.7% over 1 year, 97.3% over 3 years and 172.2% over 5 years. Over the past week and month the share price declined by 6.0% and 7.5% respectively, and year to date the return is 9.5% lower. Recent headlines around American Express have focused on its...

This article examines whether Centrus Energy, at around US$199 per share, is still priced attractively or whether most of the easy gains may already have occurred, by exploring what the current share price might imply about value. The stock has been volatile recently, with a 24.4% decline over the past week and a 39.8% pullback over the last 30 days. This comes even though the 1 year return stands at 74.7% and the 3 year return is approximately 4x. Recent moves have put fresh attention on...

Recent quarterly results and filings from HCA Healthcare (HCA) have drawn fresh attention to the stock, as the company reports higher revenue and net income for 2025 alongside ongoing investment in digital and AI capabilities. See our latest analysis for HCA Healthcare. Those headlines around strong 2025 results, new emergency facilities and heavier options activity have arrived alongside firm share price momentum, with a 15.13% 1 month share price return and a 72.15% 1 year total shareholder...

StepStone Group (NasdaqGS:STEP) has partnered with Utmost to offer UK clients access to evergreen global private markets strategies. The collaboration focuses on giving a wider range of UK investors exposure to diversified private markets portfolios. The partnership aligns with government-backed efforts in the UK to broaden access to private markets investing. For you as an investor, this move highlights how StepStone Group, a global private markets firm, is positioning its evergreen...

Several large research firms have recently reiterated their views on Monster Beverage (MNST), highlighting its strong free cash flow, 28% operating margin, and 37.3% return on invested capital as key factors in the current investment debate. See our latest analysis for Monster Beverage. Monster Beverage’s share price has climbed 13.42% over the past 90 days and 6.99% year to date, while its 1 year total shareholder return of 65.44% points to strong momentum building behind the story analysts...

Riot Platforms secured approval for a 10 year property tax abatement tied to its new Texas data center. The company named Advanced Micro Devices as the first tenant at the facility, signaling early commercial traction. The project is intended to support both data infrastructure services and institutional scale Bitcoin mining activity. Riot Platforms, traded as NasdaqCM:RIOT, is pushing further into large scale infrastructure with this Texas build out while still tying the project to its...

If you are wondering whether Goldman Sachs Group is still attractively priced after its recent run, you are not alone. This article will walk through what the current share price might be implying about value. The stock last closed at US$905.14, with returns of 39.8% over 1 year, 164.8% over 3 years and 223.0% over 5 years. The past month and year to date show declines of 5.9% and 1.0%, and there has been a 2.5% decline over the last week. Recent market attention around large US financial...

In February 2026, Melco Resorts & Entertainment reported fourth-quarter 2025 results showing revenue rising to US$1,293.27 million and a swing from a US$20.27 million net loss to a US$60.64 million net income, supported by stronger gaming performance in Macau and Cyprus. Alongside this financial improvement, Melco secured a record 19 Forbes Travel Guide Five-Star Awards and maintained about US$2.40 billion of liquidity, underscoring both operational strength and brand positioning across its...

What Sandisk’s recent run means for investors Sandisk (SNDK) has caught investor attention after a month return above 50% and a past 3 months gain that is very large, prompting fresh questions about how its fundamentals line up. See our latest analysis for Sandisk. That surge has come on top of a strong recent run, with a 7 day share price return of 4.78% and a 30 day share price return of 51.48%, contributing to a 1 year total shareholder return that is very large. Recent momentum looks...

Avista Corp.’s board previously declared a quarterly dividend of US$0.4925 per share on its common stock, payable on March 13, 2026, to shareholders of record as of February 25, 2026, equating to an annualized dividend of US$1.97. A separate filing with the Idaho Public Utilities Commission seeking an overall 7.4% electric revenue increase, and an estimated 7.7% rise in Idaho residential bills if approved, highlights how regulatory decisions could affect Avista’s ability to fund energy...

What recent performance says about Sanmina stock Sanmina (SANM) has recently shown mixed share price performance, with a 3.2% gain over the past day but declines over the past week, month, and past 3 months that may catch investors’ attention. See our latest analysis for Sanmina. That 3.2% 1 day share price return comes after a weaker patch, with the 30 day share price return of 17.83% and year to date share price return of 8.46% both pointing to fading short term momentum. At the same time,...

Why Provident Financial Services Is On Investors’ Radar Provident Financial Services (PFS) has drawn attention after a strong run in its shares over the past 3 months, putting its recent performance and underlying banking business in sharper focus for investors. With the stock also showing a solid move over the past month, many investors are taking a closer look at how its current valuation lines up against its financial profile, including revenue of $866.82 and net income of $291.16. See our...

In recent weeks, Charles Schwab reported that client assets reached US$12.15 billion, an 18% year-over-year increase, alongside 476,000 new brokerage accounts and higher margin balances, while investors reacted strongly to an AI-driven tax planning tool launched by fintech rival Altruist. This mix of rapid asset growth and rising digital competition has sharpened attention on how Schwab’s scale, technology, and advisory model might evolve as AI tools push down the cost of human advice. We’ll...

Oklo (NYSE:OKLO) has agreed with Meta Platforms to develop a 1.2 GW nuclear power campus in Ohio to supply clean energy for data centers. The arrangement includes upfront capital commitments from Meta and centers on Oklo's advanced fission reactor technology. The project targets the rising power needs of AI and cloud computing infrastructure at large scale. Oklo, trading at $65.69, sits at the intersection of nuclear power and digital infrastructure through this new agreement with Meta. The...

Why UPS Stock Is Back in Focus United Parcel Service (UPS) is back on investors’ radar after better than expected fourth quarter results, higher 2026 guidance, and an aggressive overhaul that includes workforce reductions and facility closures. At the same time, fresh legal challenges from the Teamsters over driver buyout programs are testing UPS’s plan to shift away from lower margin Amazon related deliveries toward higher margin segments, adding another layer for shareholders to watch. See...

Taylor Morrison Home Corporation recently reported its fourth-quarter and full-year 2025 results, with Q4 revenue of US$2,099.64 million and net income of US$174.02 million, both lower than a year earlier but ahead of analyst expectations on an adjusted basis. The company highlighted resilient demand in move-up and Esplanade resort lifestyle communities, industry-leading 23% home-closing gross margins, and an expanded US$1 billion share repurchase authorization through 2027 alongside plans...

Norfolk Southern (NYSE:NSC) has entered into a merger agreement with Union Pacific to form what is described as America's first transcontinental railroad. The transaction comes while Norfolk Southern continues to face legal proceedings related to the 2023 East Palestine incident. These developments are expected to affect the company's operations, regulatory profile, and position within the North American rail industry. For investors watching Norfolk Southern at a share price of $314.94,...