U.S. Specialized REITs Stock News

Ellington Financial Inc. recently reported second-quarter 2026 results, posting net income of US$58.61 million, or US$0.43 per diluted share from continuing operations, and US$163.92 million, or US$1.21 per diluted share, for the first half of the year. Beyond the headline earnings, adjusted distributable earnings exceeded the quarterly dividend while Longbridge’s reverse mortgage originations grew and a residential loan-servicer acquisition advanced, underscoring management’s focus on...

Why Veeco Instruments Stock Is Back on Investors’ Radar Veeco Instruments (VECO) has drawn fresh attention after reporting second quarter results, revising its 2026 outlook, landing about US$200 million in AI related advanced packaging orders, and announcing a LUMINA+ MOCVD win with a leading optical photonics customer. See our latest analysis for Veeco Instruments. Despite some recent volatility, with the 30 day share price return down 8.04% and the 90 day share price return down 13.76%,...

Johnson & Johnson stock has delivered a 69.3% total return over the past five years, while current valuation checks send a mixed message, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside and earnings-based multiples looking less generous. Over the last five years, Johnson & Johnson has returned 69.3%, which puts more focus on whether today’s price still offers a margin of safety. Progress in higher value medicines, including recent U.S. FDA Priority Review for...

Waystar Holding stock reacts to stronger Q2 update and outlook Waystar Holding (WAY) has been in focus after reporting Q2 2026 results that highlighted stronger revenue and earnings, supported by demand for its AI powered healthcare payments platform and larger client wins. The company also raised full year 2026 revenue and adjusted EBITDA guidance and outlined several large health system contracts. These updates, alongside recent share repurchases, give investors fresh data points to...

EOG Resources, Inc. reported past second-quarter 2026 results showing revenue of US$8.62 billion and net income of US$2.72 billion, with basic earnings per share from continuing operations of US$5.18. The company coupled this strong quarterly performance with higher production volumes, reaffirmed full-year guidance, a regular US$1.02-per-share dividend, and encouraging early unconventional exploration results in the United Arab Emirates. Next, we’ll examine how these stronger earnings and...

GLOBALFOUNDRIES (GFS) stock is in focus after second quarter 2026 results showed higher sales alongside lower net income and EPS, paired with upbeat third quarter guidance and a new US$300 million silicon photonics award. See our latest analysis for GLOBALFOUNDRIES. GLOBALFOUNDRIES shares closed at US$53.93, with a 1-day share price return of 7.09% and year to date share price return of 46.27%. The 1-year total shareholder return of 67.26% contrasts with a 3-year total shareholder return that...

Kenvue Inc. recently reported its second-quarter 2026 results, with sales rising to US$3,955 million and net income to US$456 million, alongside improved earnings per share versus a year earlier. Over the first half of 2026, Kenvue lifted sales to US$7,864 million and net income to US$930 million, and shortly after, its board approved a 1.2 percent increase in the quarterly dividend to US$0.21 per share, underscoring an emphasis on returning cash to shareholders. With Kenvue posting higher...

In early August 2026, Power Solutions International, Inc. reported that second-quarter 2026 sales fell to US$152.54 million from US$191.91 million a year earlier, with net income easing to US$16.86 million, while also guiding that second-half 2026 sales should exceed the first half and roughly match the prior-year second half as larger Power Systems orders move into revenue. Ahead of this guidance, the company appointed Richard Hu as CEO, bringing more than 25 years of global powertrain and...

Ultralife stock jumped 19% in regular trading to US$6.35, a sharp move for a company that has been loss making over the past year. The spark was Q2 earnings that flipped back into profit, with net income of US$2.5m and basic earnings per share of US$0.15 on revenue of US$47.9m. That is the short term story. The bigger question for you is whether this quarter marks a real turn in profitability or just a pause in a longer stretch of losses. The rest of this breakdown focuses on that tension...

In the second quarter of 2026, First Solar reported past sales of US$1,056.19 million and net income of US$422.57 million, alongside reaffirmed full‑year 2026 guidance for US$4.9 billion to US$5.2 billion in net sales and 17.0 GW to 18.2 GW of module volume. The company also publicly endorsed new U.S. tariffs and minimum import prices on polysilicon-based solar products, a policy that tends to favor its cadmium telluride thin-film technology over silicon-dependent rivals. We’ll now explore...

In early August 2026, BioMarin Pharmaceutical reported second-quarter revenue of US$989.71 million, raised its full-year 2026 revenue guidance range, and issued stronger second-half outlook commentary supported by Amicus integration and continued patient growth across its portfolio. Despite higher revenue, net income and earnings per share fell sharply year-on-year, highlighting the trade-off between accelerated growth investments, acquisition-related costs, and profitability at a time when...

Record results and new guidance put Lam Research in focus Lam Research (LRCX) is back in the spotlight after reporting record quarterly revenue and profitability, driven by stronger NAND related sales and customer support services, alongside fresh guidance for the September 2026 quarter. See our latest analysis for Lam Research. Lam Research's share price has been volatile in recent weeks, with a 7 day share price return of 6.3% and a 30 day share price return that is down 11.1%. However, the...

Why McEwen stock is back in focus after updated guidance McEwen (NYSE:MUX) is in the spotlight after management updated full year 2026 production guidance to 109,000 to 120,000 gold equivalent ounces, responding to lower output and higher costs at the Gold Bar mine. This guidance comes alongside plans to advance the Los Azules copper project and evaluate about US$4b in financing, including a potential IPO to help fund an estimated US$1.6b equity requirement for development. See our latest...

OUTFRONT Media has delivered a very strong 231.6% return over the past 3 years, yet the latest valuation work suggests the stock may still be pricing in a discount to its intrinsic value. Recent partnerships, including work with the New York Jets and WaterRising Institute, have kept attention on the business while the numbers hint that investors may not be paying a full price for that exposure. Over 3 years, OUTFRONT Media is up 231.6%. This puts recent short term pullbacks into context and...

DNOW Inc. has now completed its January 2025 share repurchase program, buying back 8,522,861 shares, or 5.61% of its stock, for US$112.21 million, while reporting second-quarter 2026 sales of US$1,307 million and a net loss of US$21 million. At the same time, DNOW is facing a new securities class action lawsuit tied to its MRC Global merger disclosures, even as it highlights stronger cash generation, improved integration progress and higher 2026 guidance that emphasize operational momentum...

Terreno Realty has recently increased its regular quarterly dividend to US$0.57 per share, reported higher year-over-year second-quarter revenue, and announced new and expanded leases with data center and e-commerce tenants across Washington and New York. An interesting angle for investors is how Terreno Realty is pairing a larger cash distribution with long-term, specialized tenant commitments such as data center and e-commerce users, potentially reshaping the mix and visibility of its...

Treace Medical Concepts stock jumped 8.7% today while the latest quarter told a cooler story. Revenue in Q2 landed at US$45.4m for this foot and ankle device specialist, essentially flat with recent quarters, and the company again reported a net loss of US$15.9m. The real swing factor for sentiment was not the headline loss. Investors responded to a smaller adjusted EBITDA loss and another cut in cash burn, which together indicate the market is suddenly willing to pay more for progress on...

Yelp stock has had a tough run over the past few years, yet on current valuation checks it still screens as cheap compared with its fundamentals. That mix of weak share price performance and a high value score is what investors are trying to make sense of today. Yelp shares have declined 41.2% over the past 3 years, which means the stock has struggled to keep up with expectations even as the business continues to evolve. The push into AI tools like Yelp Assistant and Yelp Host can support...

Bristow Group Inc. has reported its second-quarter 2026 results, posting sales of US$411.76 million and net income of US$21.15 million, with basic earnings per share from continuing operations of US$0.71, while also declaring a quarterly cash dividend of US$0.125 per share payable on August 28, 2026. The combination of profitable operations and a continued cash dividend signals management’s confidence in the company’s cash generation and its ability to return capital to shareholders. We’ll...

Viatris stock has returned 76.1% over the past year, yet its valuation checks still lean cheap, which puts the recent share price strength under scrutiny for investors trying to judge whether the current level around US$16.43 offers enough long term value support. Viatris has delivered a 76.1% gain over the last 12 months, which makes it important to ask whether the current price already reflects much of the good news. The recent FDA approval for the once weekly Gwyn Lo contraceptive patch...

Rambus Inc. recently reported second-quarter 2026 results, with revenue of US$207.39 million and net income of US$67.61 million, and also completed a multi‑year share repurchase program totaling 14,484,994 shares for US$466.93 million. The company’s revenue and earnings growth, combined with guidance for third‑quarter 2026 revenue of US$210–216 million and GAAP diluted EPS of US$0.59–0.67, highlights management’s confidence in ongoing demand for its memory and interface solutions. We’ll now...

Why VICI Properties Stock Is Back in Focus After Q2 Earnings VICI Properties (VICI) drew fresh investor attention after its second quarter 2026 results combined higher revenue with lower net income, alongside ongoing portfolio expansion, new tenants, and fresh sale leaseback and acquisition activity. See our latest analysis for VICI Properties. Against these earnings and portfolio moves, VICI Properties’ share price has risen 2.81% over the past month but is still down 7.54% on a 3 month...

Zoetis (ZTS) is back in focus after Q2 2026 earnings topped EPS expectations, even as sales stayed broadly unchanged and management cut full year guidance while appointing veteran executive Jay Saccaro as CFO and COO. See our latest analysis for Zoetis. At a share price of US$72.66, Zoetis is trading well below where it started the year, with the share price down 42.3% year to date and the 1 year total shareholder return down 49.7%. This points to weaker momentum even after recent interest...

Cummins Inc. reported past second-quarter 2026 results showing sales of US$9,457 million and net income of US$932 million, with both basic and diluted earnings per share from continuing operations modestly higher than a year earlier. Despite higher second-quarter profit, Cummins’ net income and earnings per share for the first half of 2026 were below the prior year, underscoring mixed momentum beneath the headline growth. Next, we’ll examine how Cummins’ raised full-year 2026 revenue...