U.S. Specialized REITs Stock News

iRhythm Technologies recently announced results from the Oxford University-led AMALFI randomized clinical trial, which found that home-based screening with the Zio long-term continuous monitoring service enabled earlier and more frequent atrial fibrillation detection among high-risk, older adults over 2.5 years of follow-up. The study’s all-remote design and high device adherence rates suggest strong feasibility for large-scale population screening outside specialist settings, highlighting...

In September 2025, Ace Hardware announced a partnership with DoorDash to offer on-demand delivery of home improvement essentials from over 4,000 Ace locations across the US, bringing local store inventory directly to customers via the DoorDash platform. This collaboration marks DoorDash's entry into the home improvement sector at a national scale, expanding its non-food delivery offerings and tapping into new customer and professional segments seeking fast, flexible project supplies. We'll...

Green Dot (GDOT) just made headlines by announcing a partnership with Stripe, a move that puts its Arc embedded finance platform front and center. By allowing Stripe Treasury users to add cash at more than 90,000 locations nationwide, Green Dot is directly addressing a growing need among underbanked and cash-reliant communities at a time when traditional branches are becoming harder to find. For investors wondering whether there is actionable upside here, this could mark a meaningful...

Kimberly-Clark (KMB) just tapped Stacey Valy Panayiotou as its new Chief Human Resources Officer, a move that will put her at the helm of global talent strategy starting September 10th. Investors have also circled the date for the company’s presentation at the upcoming Piper Sandler Growth Frontiers Conference. Both developments have sparked questions about what leadership change might mean for the company’s next chapter. When a company known for its steady consumer staples business mixes up...

Earlier in September 2025, a federal judge ruled that Alphabet would not have to divest its Chrome browser or make structural changes, easing one of its most significant antitrust risks. This legal outcome preserves Alphabet's core ecosystem, allowing the company to focus on AI integration and expanding its cloud computing capabilities amid rising industry competition. We'll now explore how the court’s removal of major regulatory risks could influence Alphabet’s investment narrative and...

Raytheon was awarded a US$205 million contract by the U.S. Navy in September 2025 for continued production and upgrades of the Phalanx Close-In Weapon System (CIWS), which defends against anti-ship missiles and other close-in threats on U.S. and allied ships. This award underscores the critical role of the Phalanx system, recently credited with intercepting a Houthi missile and saving hundreds of sailors, in modern naval defense. We'll explore how this major Navy contract further solidifies...

SailPoint recently reported its second quarter 2026 results, revealing an increase in sales to US$264.36 million and a much smaller net loss of US$10.55 million, with management also raising full-year revenue guidance to US$1.05 to 1.06 billion. The company’s focus on expanding SaaS annual recurring revenue and improving operating margins underscores growing market adoption of its identity security solutions for enterprise customers. We'll explore how SailPoint’s raised full-year guidance,...

On September 2, 2025, SES AI Corporation appointed Andrew Boyd as a Class II director, filling the vacancy left by Michael Noonen's resignation and assigning Boyd to the audit and compensation committees. Boyd's background as a technology-focused fund manager and former Global Head of Equity Capital Markets at Fidelity introduces substantial financial and sector expertise to the SES AI board. We'll consider how Boyd's appointment, particularly his extensive capital markets experience, could...

Earlier this week, Tuya Inc. disclosed the issuance of 1,642,500 new shares under its 2015 Equity Incentive Plan, as reported to the Hong Kong Stock Exchange on September 8, 2025. This share issuance, which alters the company's capital structure, underscores Tuya's approach to rewarding talent and signals potential shifts in shareholder composition. We'll explore how the recent share issuance and its dilutive impact could affect Tuya's growth-focused investment narrative and future...

If you’re eyeing Hawaiian Electric Industries (HE) for your portfolio, the company’s latest wave of financial actions might already be on your radar. In early September, management announced expanded and extended revolving credit facilities for both HE and its main utility subsidiary, along with plans for a $400 million private placement of senior unsecured notes. These steps are not just routine refinancing; they mark a deliberate effort to bolster liquidity and equip the company with more...

Urban Outfitters recently reported record second-quarter fiscal 2026 results, with all brands achieving positive comparable sales and most reaching record revenues, and presented these achievements at the Goldman Sachs 32nd Annual Global Retailing Conference in New York. This performance, paired with management’s confidence in high-single-digit third-quarter sales growth and gross margin expansion despite tariff challenges, highlights the company’s emphasis on diversified growth strategies...

On September 8, 2025, Talen Energy announced it had expanded its equity buyback authorization to US$2.00 billion and extended the program through December 31, 2028. This extension and increase in the buyback plan highlight management’s focus on capital returns and confidence in the company’s future financial strength. We’ll explore how Talen Energy’s expanded buyback program could enhance its investment case and reinforce its commitment to shareholder value. Explore 23 top quantum computing...

Webster Financial (WBS) just wrapped up a $350 million fixed-income offering, issuing senior subordinated unsecured notes that mature in 2035. For bank investors, this event goes beyond a headline, as such debt deals can have real implications for how the company plans to manage its balance sheet, support future growth, and approach capital allocation. It might also hint at management’s views on the current lending environment or their appetite for new opportunities, especially as banks look...

Vaxcyte recently announced the advancement of its modified VAX-31 infant Phase 2 study to the third and final stage, aiming to deliver key safety and immunogenicity data by mid-2027, and the inclusion of an optimized dosing arm while enrollment in the low dose arm is discontinued. The FDA has expanded the Breakthrough Therapy designation for VAX-31, underlining regulatory enthusiasm for Vaxcyte’s broadest-spectrum pneumococcal conjugate vaccine candidate targeting serious infections in...

1st Source (SRCE) just received a Zacks Rank #1 upgrade, which indicates that the firm’s improved earnings outlook has attracted attention from analysts. While analyst upgrades occur regularly, a move to “Strong Buy” from a widely followed system like Zacks is often taken seriously by investors. If you own SRCE or are monitoring it, it is worth considering whether this underlying earnings momentum significantly changes the outlook for the bank. This upgrade follows a 13% increase in 1st...

Earlier this month, First Citizens BancShares completed a US$600 million fixed-income offering, issuing 5.600% callable senior subordinated unsecured notes due September 2035 at 100% of principal with a 0.35% discount. This move provides additional capital which could enhance the company’s financial flexibility and signal management’s focus on liquidity and future growth initiatives. We'll explore how this sizeable bond issuance could impact First Citizens BancShares’ approach to capital...

If you have been following Oncolytics Biotech (NasdaqCM:ONCY), you likely noticed its stock has become a talking point after the company released fresh clinical data on pelareorep. The latest results show that this immunotherapy, when combined with standard care, delivered longer progression-free and overall survival for patients with KRAS mutant metastatic colorectal cancer. With studies like REO 022 and GOBLET surpassing efficacy goals and the company signaling plans to move ahead on...

Earlier in September 2025, TechnipFMC announced it was awarded two major subsea contracts by Petrobras to design, engineer, and manufacture flexible pipes for offshore projects in Brazil's Santos and Campos Basins, with manufacturing to take place at its facility in Acu. This client win underscores TechnipFMC’s sustained leadership in advanced subsea technology and its continued contribution to local industrial growth in Brazil. We'll explore how these Petrobras contract wins could impact...

What’s Behind the Buzz Around Alexander's Stock? If you’ve been following Alexander's (NYSE:ALX), you might be wondering what’s fueling the stock’s recent moves. Though there’s no single major event or AI announcement to credit, the steady uptick over the past month is hard to ignore. With investors scanning for signals in a market that seems to be rewarding stability and yield, Alexander's might be catching some attention without grabbing headlines. The stock has climbed 10% in the past...

If you have been tracking Polestar Automotive Holding UK (NasdaqGM:PSNY), the company’s latest half-year earnings probably caught your eye. On one hand, sales rose to $1,422 million from $909 million a year ago, showing impressive top-line growth. On the other hand, net losses more than doubled. This combination of strong revenue expansion and mounting losses is forcing investors to weigh the promise of rapid sales growth against the risks that come with deeper losses. The market’s response...

ADMA Biologics presented at the Morgan Stanley 23rd Annual Global Healthcare Conference on September 8, 2025, at the Sheraton New York Times Square, highlighting its latest advancements to a broad healthcare audience. This platform often serves as a stage for companies to share important updates and strategic insights, potentially stirring heightened market interest and expectations. We'll explore how investor attention surrounding ADMA's participation at this major healthcare conference...

Recently, Benchmark reaffirmed its positive outlook on Magnite, highlighting the company's growth potential in the Connected TV sector and improvements in its balance sheet and stock buyback activity. An important insight from Benchmark's commentary is Magnite's opportunity to capitalize on the ongoing shift in advertising toward programmatic channels, particularly within Connected TV, which could position the company for continued expansion. We'll now explore how Benchmark's recognition of...

Earlier this month, HF Sinclair announced the pricing terms for its cash tender offer for senior notes due in 2026 and 2027 and received several upward earnings revisions from analysts who now expect a return to profitability this year. This combination of financial and analyst actions highlights increased confidence in HF Sinclair's operational outlook and proactive approach to strengthening its balance sheet. We'll explore how growing analyst optimism and recent financial moves may...

Earlier this month, Build-A-Bear Workshop reported second quarter 2025 results with revenue rising to US$124.25 million and net income increasing to US$12.37 million, while also raising guidance for full-year revenue and new store openings. An internal survey highlighted the enduring emotional connection of consumers to the brand, as 92% of respondents said they still own their childhood stuffed animal, supporting ongoing experiential promotions like National Teddy Bear Day across...