U.S. Specialized REITs Stock News

If you are wondering whether CONMED's current share price reflects its true worth, you are not alone. This article is here to unpack what that might look like using several valuation tools. Recently, the stock closed at US$41.88, with returns of 1.8% over 7 days, 4.5% over 30 days, 3.4% year to date, and a 38.2% decline over 1 year, alongside longer term declines of 54.9% over 3 years and 62.6% over 5 years. These moves have put valuation firmly in focus for many investors, who are weighing...

In recent months, Alphabet has tightened its grip on generative AI through its Gemini platform, secured a major US Department of Defense GenAI.mil contract, advanced custom TPU development despite supply constraints, and agreed to acquire clean‑energy developer Intersect Power for about US$4.75 billion in cash plus assumed debt. These moves, alongside partnerships such as powering Samsung’s Galaxy AI and expanding Waymo’s robotaxi trials, highlight how Alphabet is tying together AI software,...

In recent days, Rigetti Computing has drawn attention as analyst endorsements, sector-wide enthusiasm for quantum technology, insider sale filings, and upcoming investor conference appearances have all converged to refocus investors on its progress and challenges. An interesting angle is how Rigetti, as a pure-play quantum hardware and cloud provider, is being weighed against deep-pocketed tech giants like Alphabet, which are also accelerating their quantum efforts but with far broader...

If you are wondering whether Sea's share price still makes sense after a strong run, this article walks through what the current price might imply about its underlying value. Sea's stock has seen large swings recently, with returns of 8.9% over the past week, 4.3% over the past month, 6.3% year to date, 31.3% over the past year and 157.8% over three years, while the five year return sits at a 36.0% decline. Recent attention on Sea has largely centered on its mix of businesses, including...

Earlier this week, Pfizer confirmed broad list price increases for roughly 80 branded medicines for 2026, including a 15% hike for COVID vaccine Comirnaty, framing the moves as necessary to support investments and higher operating costs amid rising scrutiny of U.S. drug pricing. This pricing reset comes as Pfizer reshapes its portfolio after the COVID revenue surge, balancing earnings pressure, a heavy dividend commitment, and growing investment in obesity and oncology pipelines. We'll now...

In early January 2026, Rivian Automotive reported that it produced 10,974 vehicles and delivered 9,745 in the fourth quarter of 2025, contributing to 42,284 vehicles produced and 42,247 delivered for the full year amid a softer EV market. These figures, alongside the debut of Rivian’s custom autonomy hardware, software, and subscription services, highlight a tension between weaker near-term demand and the company’s push to build new technology-driven revenue streams. Now we’ll assess how...

In early January 2026, LightIC Technologies and Tower Semiconductor announced a collaboration to use Tower’s mature silicon photonics platform in LightIC’s FMCW LiDAR products, including the Lark long-range automotive LiDAR and FR60 compact LiDAR for robotics and Physical AI. This partnership links Tower’s AI data-center silicon photonics know-how to fast-growing automotive and industrial LiDAR markets, potentially broadening the foundry’s role in next-generation sensing applications. Next,...

Recently, analysts highlighted WisdomTree, Inc. as a strong growth stock, pointing to favorable rankings and upward revisions to earnings estimates that outpace industry averages. This renewed focus on WisdomTree’s earnings and sales potential underscores how analyst expectations can shape perceptions of the company’s growth profile and business momentum. Now we’ll explore how these upgraded earnings expectations may interact with WisdomTree’s existing growth narrative built around ETFs and...

If you have ever wondered whether Ferrari shares are priced for perfection or still offer value, looking at the numbers behind the current market price can help frame that question clearly. The stock recently closed at US$379.27, with returns of 1.8% over 7 days, a 3.5% decline over 30 days, year-to-date (YTD) returns of 2.0%, and a 10.7% decline over the last year. Over 3 years and 5 years, the returns sit at 67.0% and 79.8% respectively. Recent news coverage has focused on Ferrari as a...

If you are wondering whether Nu Holdings at US$17.94 is still reasonably priced after its strong run, this article walks through what the current market price may be implying about value. The stock has posted returns of 6.3% over 7 days, 7.4% over 30 days, 5.4% year to date and 60.8% over the past year, with a very large 3 year gain of about 4x. Recent attention on Nu Holdings has focused on its rapid customer growth in Latin American digital banking and its expanding product ecosystem. Many...

If you are wondering whether Dow's current share price lines up with its underlying worth, you are not alone. This article is designed to walk you through that question clearly. Over the very short term, Dow's share price has moved, with a 5.9% return over the last 7 days, 8.4% over 30 days, and 2.6% year to date, although the 1 year return of negative 32.1% and 3 year return of negative 47.3% show a very different picture. Recent coverage of Dow has focused on how the company fits into the...

In recent days, Clarivate Plc announced that Nissan Motor Co., Ltd. selected its IPfolio intellectual property management software to streamline and safeguard Nissan’s global IP portfolio using workflow automation and analytics. At the same time, a Morgan Stanley downgrade citing flat growth expectations and competitive pressure from AI-enhanced rivals raised fresh questions about Clarivate’s competitive positioning. Next, we’ll explore how concerns about AI-enabled competitors could...

Broadcom’s recent performance snapshot Broadcom (AVGO) has drawn attention after a recent pullback, with the stock down about 1% over the past day, 2% over the past week and roughly 12% over the past month. See our latest analysis for Broadcom. The recent pullback comes after a strong run, with Broadcom’s 1-year total shareholder return of 51.56% and a very large 3-year total shareholder return. This suggests that momentum is cooling rather than accelerating at the current share price of...

Apple (AAPL) continues to attract close attention from investors as its recent share performance, financial scale, and profitability metrics are reassessed, with a particular focus on how current returns compare with its longer term track record. See our latest analysis for Apple. Recent trading has cooled slightly, with a 1 day share price return of a 1.38% decline and a 30 day share price return of a 4.13% decline. Apple’s 1 year total shareholder return of 10.84% compares with a 5 year...

Quanta Services (PWR) is in focus after being selected as a primary contractor in American Electric Power’s US$72b grid modernization and power delivery program, alongside its acquisitions of Dynamic Systems and Cupertino Electric. See our latest analysis for Quanta Services. Quanta’s recent contractor win and data center focused acquisitions come after a mixed stretch for the share price, with a 30 day share price return showing a 5.39% decline but a 1 year total shareholder return of...

AbbVie recently entered a global collaboration and license option agreement with China’s Zelgen Pharma for ZG006, granting AbbVie exclusive rights to develop and commercialize this DLL3-targeting small‑cell lung cancer therapy outside Greater China. This deal, coupled with AbbVie’s reputation as a dividend stalwart and resilient innovator post‑Humira, underscores how oncology partnerships may reinforce its long‑term pipeline story. We’ll now examine how AbbVie’s expanded oncology pipeline...

Event-driven snapshot of Robinhood Markets Robinhood Markets (HOOD) has been back in focus after recent trading performance, with the stock posting a 7% move over the past week and a similar gain year to date. That short term strength comes alongside a 7% decline over the past month and an 18% decline over the past 3 months, giving investors a mix of momentum signals to weigh against the company’s fundamental profile. See our latest analysis for Robinhood Markets. Set against a very large 3...

PulteGroup (PHM) is back in focus after its latest quarterly report, which paired an earnings beat with softer operating trends, including a year-on-year sales decline, a smaller backlog, and thinner operating margins. See our latest analysis for PulteGroup. The mixed Q3 report lands after a choppy few months, with a 1-day share price return of 0.66% and a 30-day share price return decline of 5.61%, while the 1-year total shareholder return of 12.04% and very large 5-year total shareholder...

Melius Research recently downgraded Uber Technologies to Sell, flagging intensifying autonomous vehicle competition as a major risk to its ride-hailing and delivery businesses. The downgrade underscores how emerging robotaxi players, including partners and rivals, could challenge Uber’s pricing power and long-term profitability assumptions. Next, we’ll examine how this heightened autonomous vehicle competition risk may alter Uber’s investment narrative and its long-term margin outlook. These...

Why TransMedics Group is back in focus TransMedics Group (TMDX) is back on many watchlists after recent stock swings tied to investor reassessment of its expanding organ care platform and integrated logistics, alongside ongoing debate over long term growth versus near term execution risks. See our latest analysis for TransMedics Group. The recent 1-day share price return of 2.93% and 7-day share price return of 3.58% come after a 30-day share price return decline of 7.49%. However, the 1-year...

A recent federal court decision denying Amazon.com (AMZN) a motion to dismiss a COVID-19 price-gouging class action keeps legal risk in focus, even as investor attention centers on the company’s AI and cloud growth story. See our latest analysis for Amazon.com. The legal setback lands at a time when Amazon.com’s share price is at US$233.06, with a 90 day share price return of 3.48% and a three year total shareholder return of 159.33%. This suggests momentum has been building over the longer...

Okta (OKTA) has drawn fresh attention after recent trading, with the shares last closing at $87.71. Investors are weighing that price against the company’s current fundamentals and its recent return profile across different time frames. See our latest analysis for Okta. The recent 4.87% 1 day share price return at $87.71 sits against a modest 2.12% 30 day share price gain and a 5.31% 90 day share price decline. The 1 year total shareholder return of 3.60% and 3 year total shareholder return...

In recent weeks, RTX has secured several large government deals, including multi-year F135 engine production and sustainment contracts worth a combined US$4.40 billion and a US$438 million U.S. airspace radar modernization award, while its Patriot system won a US$1.70 billion order from Spain. These contract wins coincided with heightened geopolitical tension following the U.S.-led intervention in Venezuela, which has refocused attention on defense capabilities such as F-35 engines and...

Arthur J. Gallagher (AJG) is back in focus after its latest quarterly update, with revenue of US$3.37b that grew 21.2% year on year but missed analyst expectations, pressuring both earnings and the share price. See our latest analysis for Arthur J. Gallagher. The latest quarter’s miss has come after a mixed stretch for investors, with the share price at US$263.24, a 9.82% 1 month share price return but a 14.24% 3 month share price decline. The 5 year total shareholder return of 134.19%...