U.S. Retail REITs Stock News

First Solar (FSLR) has drawn fresh attention after its stock rose 1.47%, outperforming the S&P 500 and Nasdaq, as investors looked ahead to an upcoming earnings report with lower EPS and revenue expected. See our latest analysis for First Solar. At a share price of $223.82, First Solar’s 1-day share price return of 1.47% stands against a 30-day share price decline of 18.17%. Its 1-year total shareholder return of 34.17% and 5-year total shareholder return of 162.73% point to stronger...

Zillow Group (ZG) has drawn fresh attention after launching Zillow Pro, a nationwide premium membership for real estate agents that provides advanced collaboration and customer insight tools directly within its core platform. See our latest analysis for Zillow Group. The recent launch of Zillow Pro arrives during a sharp share price pullback, with Zillow Group’s year to date share price return down 48.57% and 1 year total shareholder return down 54.50%, despite short term momentum picking up...

Earlier this month, Huntington Securities, Inc., a subsidiary of Huntington Bancshares Incorporated, launched an equity research platform for Huntington Capital Markets clients, initially targeting Real Estate Investment Trusts (REITs) and Utilities with coverage led by two senior analysts. This move adds a research capability that can deepen institutional client engagement and strengthen Huntington’s position in capital markets–adjacent services. We’ll now examine how adding a REITs and...

Camtek (CAMT) shares moved sharply on July 14, 2026, rising 9.5% to US$149.90 after a 4.9% decline the previous day, putting the stock well above its referenced GF Value. See our latest analysis for Camtek. That sharp move in Camtek comes after a mixed stretch, with the share price return up 5.2% over the past week but down 25.5% over 30 days. At the same time, the 1-year total shareholder return of 61.9% and 3-year total shareholder return above 3x point to strong longer term momentum. If...

Earlier this month, Broadstone Net Lease, Inc. announced a joint venture to develop a US$303 million build-to-suit advanced technology facility in Colorado, under a 15-year triple-net lease with 3% annual rent increases and projected first- and second-year cash yields of 8.5% and 9.7%. An interesting angle is that the joint venture controls land for an entire campus, giving Broadstone future development options, including a potential second powered shell building over which the tenant holds...

Goodyear Tire & Rubber (GT) has drawn fresh attention after expanding its UltraGrip Performance 3 winter tire range to 344 SKUs, adding 66 new European fitments and deepening original equipment ties with BMW, Porsche, and Mercedes-Benz. See our latest analysis for Goodyear Tire & Rubber. These new UltraGrip fitments arrive as Goodyear Tire & Rubber’s momentum has been mixed, with a 7 day share price return of 3.69% alongside a year to date share price decline of 24.44%, and a 1 year total...

In early July 2026, Kratos Defense & Security Solutions announced multiple developments, including approximately US$400 million in Department of War hypersonic and national security funding, a US$100 million sole-source space domain awareness contract, a US$36 million air defense missile system contract, and major facility expansions in Oklahoma City and a new 167,000-square-foot advanced manufacturing plant in York, Pennsylvania. Together, these awards and capacity additions highlight...

In recent days, Waste Management has drawn attention as investors look ahead to its late-July 2026 earnings report and assess mixed valuation signals, including DCF and market multiple estimates that point to different views on intrinsic value. A key angle is how the company’s ongoing spending on recycling, renewable energy and the Stericycle integration is shaping expectations for earnings quality and growth in sustainability-focused revenue. We’ll now explore how optimism around Waste...

Flex (FLEX) is drawing attention after expanding its manufacturing partnership with Cerebras to scale production of the CS-3 AI accelerator at its Milpitas, California facilities. See our latest analysis for Flex. The latest Cerebras partnership news comes as Flex shares trade at US$128.72. The stock is down 13.74% on a 1 month share price return but still shows a 102.14% share price return year to date and a very large 5 year total shareholder return, suggesting longer term momentum remains...

On July 1, 2026, Live Oak Bancshares appointed Matthew S. Diffley, formerly Senior Vice President and Controller at Seacoast Banking Corporation of Florida, as Principal Accounting Officer, succeeding interim PAO Walter J. Phifer. This leadership change comes as Live Oak’s fundamentals have strengthened alongside the rollout of an AI lending platform and improving earnings trends. With the new Principal Accounting Officer in place, we’ll assess how this leadership shift and the AI lending...

Praxis Precision Medicines and Remagine Labs recently entered a research collaboration and license agreement to develop an iontophoretic transdermal patch for ulixacaltamide, complementing Praxis’s oral program in essential tremor and supported by Praxis’s equity investment in Remagine. This new transdermal delivery route for ulixacaltamide, together with the FDA’s three‑month extension of relutrigine’s NDA review without new trial requirements, could reshape how investors view the reach and...

In recent weeks, e.l.f. Beauty reported a 25% rise in fiscal 2026 net sales to US$1.64 billion, expanded into hair care, and continued rolling out viral, value-focused cosmetics across new geographies and channels like TikTok Shop and Target. At the same time, heavier marketing spend, tariff-related cost pressures, insider selling, and an earnings outlook showing declining EPS alongside rising revenue have raised questions about how sustainably the company can convert rapid growth into...

Antero Resources has delivered a 141.4% total return over the past five years, yet the stock has slipped in the last year, raising the question of whether the current US$33.58 share price still leaves room for valuation upside or already reflects most of the progress. The 141.4% gain over five years points to a stock that has already rewarded patient shareholders, so any fresh entry now leans heavily on what happens from here rather than on a simple catch up story. Future cash generation...

Expand Energy stock has more than doubled over the past five years, yet the latest valuation checks still lean cheap, setting up a clear tension between a strong long term share price run and the current pricing signals. A 109.0% total return over five years suggests the market has already rewarded Expand Energy shareholders, so the question is how much value is still left in the current price. Expectations tied to natural gas demand can support the investment case, while any setback in...

Workers at Vestis, represented by Teamsters Local 135, recently launched an unfair labor practice strike after alleging the company threatened employees for engaging in protected concerted activity under the National Labor Relations Act, while also calling for fair pay and benefits. This labor dispute introduces fresh operational and legal risks for Vestis, potentially affecting service reliability and cost structures at a time of ongoing business challenges. We’ll now examine how this...

In recent months, Brinker International has seen analysts highlight strong earnings momentum at Chili’s and Maggiano’s, while valuation models such as discounted cash flow and earnings multiples suggest the shares may be trading below their intrinsic value despite very large three-year returns. At the same time, Chili’s has expanded its footprint with a return to the Seattle area via a new Seattle-Tacoma International Airport location, using promotions like airfare credits to draw customers...

The Pennant Group (PNTG) is back in focus after CEO Brent Guerisoli exercised stock options and sold 3,159 shares, while keeping roughly 104,000 shares. This highlights insider portfolio decisions alongside recent business performance. See our latest analysis for Pennant Group. Pennant Group’s recent insider activity comes alongside strong share price momentum, with a 21.3% 1 month share price return, a 31.7% 3 month share price return and a 44.0% year to date share price return. The 1 year...

American Tower (AMT) is back in focus after Goldman Sachs assumed coverage with a positive view on the stock, and investors gained clarity from the resolution of the EchoStar contract dispute. See our latest analysis for American Tower. At a share price of $168.63, American Tower has seen momentum cool recently, with the 30 day share price return down 9.22% and the 1 year total shareholder return down 21.59%, even as sentiment improves after the EchoStar resolution and new coverage. If...

agilon health (AGL) has drawn fresh attention after its shares moved sharply over the past 3 months, prompting investors to reassess the company’s Medicare focused model and recent financial metrics. See our latest analysis for agilon health. The recent 7 day share price return of 11.2% and very large 90 day share price return, alongside a 1 year total shareholder return of 130.2% but a 3 year total shareholder return that declined 72.6%, suggest powerful short term momentum for agilon health...

Earlier in 2026, Marcus & Millichap reported that US apartment supply is projected to fall by about one‑third in 2026, which it believes will restore landlords’ pricing power and help stabilize rents as new construction slows. The firm also framed this anticipated pullback in building as a potential turning point for supply‑constrained markets, where a tighter pipeline could improve confidence for property owners and multifamily investors weighing capital decisions. We’ll now explore how...

Morningstar (MORN) has drawn investor attention after announcing plans to relocate its London operations to One Millennium Bridge, consolidating Morningstar and PitchBook staff in a single, sustainability focused office. See our latest analysis for Morningstar. Despite the London office announcement highlighting Morningstar’s investment in its UK presence, the stock’s momentum has been weak. The share price is down 19.57% year to date and the 1 year total shareholder return has declined...

Karooooo Ltd. has now reported its Q1 2027 results, posting a 22% increase in group revenue, 19% subscription revenue growth, record net subscriber additions of 142,472 to surpass 2.8 million, and declaring an interim dividend of US$1.50 per ordinary share. The company also reaffirmed its full-year 2027 guidance, with management targeting accelerated subscription revenue growth and 21% year-on-year EPS growth at the midpoint, underscoring confidence in its subscription-led model and...

The latest update to the USMCA review process has given North American manufacturing stocks a fresh policy backdrop to consider, with annual reviews through 2036 offering more structure but also a new layer of recurring scrutiny. For investors, that mix of predictability and lingering uncertainty can matter as much as any earnings report. This article looks at 3 stocks from our North American Manufacturing Stocks screener that appear positioned to be positively exposed to this trade news,...

Pediatrix Medical Group (MD) drew fresh attention after confirming that its second quarter payor mix remained stable and reaffirming its full year 2026 Adjusted EBITDA outlook of $280 million to $300 million, distinguishing it from sector peers. See our latest analysis for Pediatrix Medical Group. That update on Pediatrix Medical Group comes after a sharp 1 day share price return of 7.34% to $25.88, building on a 30 day share price return of 6.20% and a one year total shareholder return of...