U.S. Retail REITs Stock News

NYSE:JPM
NYSE:JPMBanks

JPMorgan Links Tokenized Treasuries And AI Deals With Valuation Upside

JPMorgan Chase (NYSE:JPM) participated in a live pilot that settled a tokenized US Treasury redemption on a public blockchain in near real time. The transaction involved cross border settlement and linked JPMorgan with Ripple, Mastercard, and Ondo Finance in a shared digital asset workflow. Separately, JPMorgan is co leading a $13b financing package for Meta Platforms' AI data center project in Texas. For investors watching NYSE:JPM, these developments come with the stock trading around...
NasdaqGS:GILT
NasdaqGS:GILTCommunications

How New Defense and Indian Broadband Orders At Gilat Satellite Networks (GILT) Have Changed Its Investment Story

In late April and early May 2026, Gilat Satellite Networks Ltd. disclosed a multimillion order from India’s Nelco for its SkyEdge IV Ka-band platform and another order of over US$7,000,000 via a prime contractor to supply Wavestream EnduroStream solid-state power amplifiers to the U.S. Department of War, with deliveries scheduled over 12 to 24 months. These wins expand Gilat’s footprint in both commercial broadband and defense, reinforcing demand for its high-throughput satellite platforms...
NasdaqGS:WAFD
NasdaqGS:WAFDBanks

Stronger Q2 Margins And Credit Protection Might Change The Case For Investing In WaFd (WAFD)

WaFd, Inc. recently reported past Q2 2026 results showing net income of US$65.6 million on US$27.60 billion in assets, alongside an improved 2.81% net interest margin and continued dividends and share repurchases. The bank also highlighted strong credit protection with allowance for credit losses covering 163% of non-performing loans, underlining a focus on balance sheet resilience as it contends with deposit competition and higher funding and operating costs. Next, we’ll examine how WaFd’s...
NYSE:VYX
NYSE:VYXSoftware

NCR Voyix (VYX) Margins Under Scrutiny As Q1 EPS Loss Tests Profitability Narrative

NCR Voyix (VYX) Q1 2026 headline numbers NCR Voyix (VYX) opened 2026 with Q1 revenue of US$606 million and a basic EPS loss of US$0.04, setting a very different tone from the trailing twelve month EPS of US$0.30 that reflects a recent turn to profitability. Over recent quarters, revenue has moved between US$617 million in Q1 2025 and US$720 million in Q4 2025, while EPS has swung from a loss of US$0.17 in Q1 2025 to a profit of US$0.50 in Q4 2025 before slipping back into a small loss this...
NasdaqGS:MQ
NasdaqGS:MQDiversified Financial

Assessing Marqeta’s Valuation As Market Signals And Cash Flow Models Send Mixed Messages

What Marqeta’s Recent Performance Signals for Investors Marqeta (MQ) has drawn attention after recent trading, with the stock closing at US$4.19 and showing mixed moves over the past week, month, and past 3 months, alongside annual revenue of US$651.609m and net income of US$2.169m. See our latest analysis for Marqeta. Recent trading presents a mixed picture for momentum, with a 1 day share price return of 1.33% and a 30 day share price return of 5.01%. However, the year to date share price...
NasdaqCM:CLDX
NasdaqCM:CLDXBiotechs

Weighing Celldex Therapeutics (CLDX) Valuation As Price-To-Book And DCF Send Mixed Signals

Celldex Therapeutics (CLDX) stock snapshot Celldex Therapeutics (CLDX) has drawn fresh attention after recent trading moves, with the stock showing a 6.3% gain over the past month and a 40.2% return in the past 3 months. See our latest analysis for Celldex Therapeutics. Despite a 3.1% one day share price pullback to US$33.32, Celldex’s recent 30 day share price return of 6.3% and 90 day share price return of 40.2% point to building momentum. The 1 year total shareholder return of 70.7% shows...
NYSE:ATI
NYSE:ATIAerospace & Defense

A Closer Look At ATI (ATI) Valuation After Strong Multi Year Share Price Momentum

ATI stock overview ATI stock (ATI) has been moving without a specific headline event, so investors are focusing on the company’s core role in specialty materials and complex components across aerospace, defense, energy and industrial end markets. See our latest analysis for ATI. ATI’s recent share price pullback of 1.47% over the last day sits against a strong backdrop, with a 30-day share price return of 10.44% and a very large 5-year total shareholder return of 620.37%. This suggests...
NasdaqGS:POWL
NasdaqGS:POWLElectrical

Why Powell Industries (POWL) Is Up 10.3% After Record Q2 Backlog And Landmark AI Data Center Deal

Powell Industries recently reported its fiscal second-quarter 2026 results, with sales of US$296.62 million, net income of US$45.89 million, a record US$1.80 billion backlog supported by US$490 million of new orders, and the Board declaring a US$0.09 per-share quarterly dividend payable on June 17, 2026. A key highlight was the award, after quarter-end, of the largest order in the company’s history, a first-phase greenfield data center contract valued at more than US$400 million,...
NYSE:ONT
NYSE:ONTCommercial Services

Onterris (ONT) Quarterly Loss Revives Volatility Concerns Around High P/E Growth Narrative

Onterris (ONT) opened 2026 with Q1 revenue of US$168.5 million and a basic EPS loss of US$0.35, alongside net income excluding extra items of a US$12.7 million loss, putting fresh numbers behind a stock trading at US$17.45. The company has seen quarterly revenue move from US$177.8 million in Q1 2025 to US$189.1 million in Q4 2024 and US$168.5 million in Q1 2026, while basic EPS has swung from a US$0.64 loss in Q1 2025 to gains of US$0.48 and US$0.24 in mid 2025 before returning to recent...
NYSE:PAYC
NYSE:PAYCProfessional Services

Paycom Software (PAYC) Net Margin Expansion Tests Bearish Slow‑Growth Narrative In Q1 2026

Paycom Software (PAYC) opened 2026 with Q1 revenue of US$571.9 million and basic EPS of US$3.05, while trailing twelve month revenue stood at US$2.1 billion and EPS at US$8.61, setting a clear benchmark for its recent performance. Over recent quarters, the company has seen revenue move from US$530.5 million in Q1 2025 to US$571.9 million in Q1 2026, with basic EPS shifting from US$2.49 to US$3.05. This gives investors a straightforward view of how the top line and EPS have tracked together...
NYSE:WEC
NYSE:WECIntegrated Utilities

A Look At WEC Energy Group (WEC) Valuation After Recent Share Price Pullback

Recent performance snapshot WEC Energy Group (WEC) has drawn attention after a recent share price pullback, with the stock showing a 1% decline over the past day and a 4.4% decline over the past week. See our latest analysis for WEC Energy Group. While the recent 7 day share price return of negative 4.4% has taken some heat out of the move, the year to date share price return of 5.9% and 1 year total shareholder return of 8.0% point to steadier long term momentum. If this utility stock has...
NYSE:MGM
NYSE:MGMHospitality

How Investors Are Reacting To MGM (MGM) Mixed Q1 Results And Shifting Digital Casino Economics

MGM Resorts International recently reported past first-quarter 2026 results, with revenue rising to US$4.45 billion while net income eased to US$125.14 million and diluted EPS from continuing operations slipped to US$0.48. Alongside these mixed earnings, MGM continued to return cash to shareholders through buybacks and saw digital and MGM China units drive record net revenues even as higher operating costs weighed on profitability. We’ll now examine how this combination of revenue growth and...
NasdaqGM:VERA
NasdaqGM:VERABiotechs

Does Vera’s Widening Quarterly Net Loss Reframe the Bull Case for Vera Therapeutics (VERA)?

Vera Therapeutics, Inc. reported first-quarter 2026 results, posting a net loss of US$121.03 million, compared with US$51.69 million a year earlier, with basic and diluted loss per share from continuing operations rising to US$1.69 from US$0.81. The sharp year-on-year increase in both total net loss and per-share loss highlights how the company’s cost and investment profile has shifted over the past year. We’ll now explore how this widening quarterly net loss shapes Vera Therapeutics’...
NYSE:NYT
NYSE:NYTMedia

A Look At New York Times (NYT) Valuation After Recent Share Price Pullback

Recent stock performance and context Without a specific headline event driving attention, New York Times (NYT) still gives you some numbers to consider, with the stock’s 1 day move at about a 4.2% decline and mixed recent returns. See our latest analysis for New York Times. That 4.2% one day drop sits against a 17.7% 90 day share price return and a 54.2% 1 year total shareholder return. This suggests that recent momentum has cooled after a strong run. If this kind of move has you thinking...
NYSE:VICI
NYSE:VICISpecialized REITs

VICI’s Raised AFFO Outlook and Casino Deals Could Be A Game Changer For VICI Properties (VICI)

VICI Properties Inc. reported first-quarter 2026 results with revenue of US$1.02 billion, net income of US$872.39 million, and basic earnings per share of US$0.82, while also lifting full-year AFFO guidance. Alongside these earnings, VICI accelerated portfolio expansion by acquiring Golden Entertainment’s seven Nevada casino real estate assets and the Deerfoot Inn & Casino, and committing about US$1.5 billion to mezzanine lending. We’ll now examine how VICI’s raised AFFO outlook and...
NasdaqGS:ASTE
NasdaqGS:ASTEMachinery

Is Astec Industries (ASTE) Still Fairly Priced After Recent Share Price Pullback?

If you are wondering whether Astec Industries at around US$53 is still sensibly priced or starting to look stretched, you are not alone. The stock has seen an 18.5% decline over the last 7 days and a 4.3% decline over the last 30 days, yet it is still up 18.8% year to date and 36.6% over the past 12 months. This can change how you think about both risk and opportunity. Recent news coverage has focused on how Astec Industries is positioned within the broader capital goods sector and how its...
NYSE:CTVA
NYSE:CTVAChemicals

Corteva’s Vylor Spinoff And Bayer Deal Reframe Valuation Story

Corteva (NYSE:CTVA) has branded its upcoming seed and genetics spinoff as Vylor, marking a key step toward separating into two focused agricultural companies. The company has also finalized a comprehensive litigation settlement with Bayer, which includes expanded licensing opportunities tied to Corteva's technology portfolio. The settlement and new branding move come as Corteva continues to reshape its business around distinct seed and crop protection platforms. Corteva's recent moves...
NYSE:MKL
NYSE:MKLInsurance

Is It Time To Reassess Markel Group (MKL) After This Year’s Share Price Pullback?

Wondering if Markel Group at around US$1,799.97 is offering fair value right now, or if the price is out of line with what you are actually getting. The stock has returned 1.6% over the last week, while the 30 day return is a 5.5% decline and the year to date return is a 15.5% decline, with a 1 year return of 4.3% decline and longer term 3 year and 5 year returns of 31.0% and 48.5% respectively. Recent coverage has focused on Markel Group's position in the insurance space and how the stock's...
NYSE:OSCR
NYSE:OSCRInsurance

Why Oscar Health (OSCR) Is Up 13.1% After Record Q1 Profit Surge And Membership Growth

In the past week, Oscar Health, Inc. reported first-quarter 2026 results showing revenue of US$4.65 billion and net income of US$679.00 million, with diluted EPS from continuing operations of US$2.07, all sharply higher than a year earlier. The quarter also brought record profitability supported by a more than 50% membership increase and improved medical loss and operating margin metrics, while management reaffirmed full-year 2026 guidance and highlighted new initiatives such as the Lucie...
NasdaqGS:LIN
NasdaqGS:LINChemicals

Is It Time To Reassess Linde (LIN) After Its Strong Year To Date Performance

If you are wondering whether Linde at around US$493.85 is offering fair value or asking too much, the next sections will help you put a clear number on what you are really paying for the stock. The share price has been relatively steady recently, with a 1.5% decline over the last 7 days and a 0.1% decline over 30 days, while still showing a 15.1% return year to date and 10.4% over the past year. Recent news coverage has largely focused on Linde's position as a global industrial gases company...