U.S. Specialized REITs Stock News

Digital Turbine is set to report its Q3 2026 earnings today, February 3, 2026, with analysts expecting earnings per share of US$0.11. The earnings call will be closely watched for management’s commentary on near-term demand trends and any guidance for the upcoming quarter. Next, we will examine how anticipation around Digital Turbine’s earnings guidance shapes the company’s broader investment narrative. Find companies with promising cash flow potential yet trading below their fair value.What...

Shopify (NasdaqGS:SHOP) updated its partner program with new rules on how merchant and customer data can be used for AI training. The company now requires explicit permission before partner apps or services use this data for AI models. Shopify also introduced billing changes tied to its push into agentic commerce and AI driven commerce features. Shopify runs a large e commerce platform and app ecosystem that many online merchants rely on for storefronts, payments, and back office tools. The...

In recent days, Visa reported fiscal first-quarter 2026 results showing higher revenue and net income versus a year earlier, alongside continued growth in payment volumes and value-added services such as stablecoin-linked solutions. Around the same time, Visa and UnionPay International announced an agreement to enable Visa Direct cross-border money transfers into Mainland China covering more than 95% of UnionPay International debit cardholders. Together, these updates highlight how Visa is...

If you are wondering whether AngloGold Ashanti is still fairly priced after its strong run, this article will walk you through what the current share price might be implying about value. The stock recently closed at US$94.85, with returns of 10.8% over the last month and 219.4% over the past year. The 3 year and 5 year returns are 407.9% and 355.0% respectively, while the last 7 days have seen a 12.2% decline. Recent coverage of AngloGold Ashanti has highlighted investor interest in gold...

GPGI (GPGI) has introduced its first quarterly cash dividend, declaring a payment of US$0.0025 per Class A share, totaling around US$2.9 million annually, following a recent refinancing and merger. See our latest analysis for GPGI. The dividend announcement comes after a period of strong share price momentum, with a 30 day share price return of 28.92% and a year to date share price return matching that figure. The 1 year total shareholder return of 83.56% and 3 year total shareholder return...

Deere & Company recently detailed plans to open a new parts distribution center in Hebron, Indiana, and an advanced excavator factory in Kernersville, North Carolina, alongside a pending CFO transition as Joshua A. Jepsen resigns and former finance chief Ryan D. Campbell steps in on an interim basis. These moves combine operational expansion with governance scrutiny, as shareholder activists press for greater rights and transparency while Deere reshapes its leadership and U.S...

If you are wondering whether Sensient Technologies at around US$94.98 is offering fair value or a margin of safety, you are not alone. The stock is roughly flat over the past week with a 0.9% decline, yet it shows returns of 1.6% over the past month and year to date, and 29.3% over the last year. These changes may have influenced how investors think about its potential and risk. Recent coverage of Sensient has focused on giving investors an updated evergreen view of the business and its...

Knowles (KN) has drawn investor attention recently as its shares trade around $25.14, with returns over the past month and past three months outpacing its year-to-date performance. See our latest analysis for Knowles. That recent 1 month share price return of 14.53% and 3 month share price return of 10.85%, alongside a 1 year total shareholder return of 37.60%, suggests momentum has been building rather than fading around the current $25.14 level. If Knowles has caught your eye, it could be a...

What Science Applications International Offers Investors Today Science Applications International (SAIC) has been trading around $100.88, and its recent returns show a mix of short term softness and modest longer term gains that investors may want to unpack. The company reports annual revenue of about $7.35b and net income of $371.0m, supported by low single digit annual growth in both metrics. SAIC earns a value score of 5 and shows an intrinsic discount of roughly 48%. See our latest...

Why Tutor Perini’s latest capital return moves matter Tutor Perini (TPC) put capital allocation in focus after reporting strong third quarter and year-to-date 2025 results. The company introduced a quarterly dividend, announced a US$200 million buyback, and issued higher 2025 earnings guidance supported by a record backlog. See our latest analysis for Tutor Perini. The market reaction has been strong, with a 1-month share price return of 15.52% and a 90-day share price return of 21.90%, while...

Abbott Laboratories (NYSE:ABT) CEO Robert Ford bought company shares after the latest earnings release and investor reaction. The purchase followed Abbott's announcement of a planned US$21b acquisition of cancer diagnostics firm Exact Sciences. The combination of a large deal and a CEO share purchase has drawn attention from shareholders watching management’s alignment with the business. Abbott Laboratories operates across medical devices, diagnostics, nutrition, and branded generic...

On January 30, 2026, CCC Intelligent Solutions announced that Josh Valdez will become Chief Product Officer on February 16, 2026, leading product strategy, design, and AI-driven innovation across its platform for insurance and automotive customers. Valdez’s background in agentic AI and platform development at Dayforce, Workday, Google, and startup Pattern highlights CCC’s intent to deepen human-AI collaboration within its solutions. We’ll now examine how bringing in an AI-focused product...

If you are looking at CACI International and wondering whether the current share price reflects its true value, you are not alone. The stock recently closed at US$612.37, after a 4.7% pullback over the last 7 days. It remains up 13.9% over 30 days, 13.9% year to date, 59.2% over 1 year, 102.1% over 3 years, and 155.0% over 5 years. Recent news flow around CACI has kept investor attention on the company, with ongoing coverage of its role as a government services and technology provider and...

On 3 February 2026, RUCKUS Networks announced an expanded Pro AV ICX switch portfolio and AV-enhanced management platform updates, alongside new partnerships with Crestron and the SDVoE Alliance to support Ethernet-based professional AV systems. This move positions Vistance Networks more firmly within the shift from legacy video transport to Ethernet-based AV-over-IP, with built-in interoperability that can reduce deployment complexity for customers across sectors like hospitality, education...

Teradyne (NasdaqGS:TER) has formed a joint venture with MultiLane (MLTP) to focus on high speed data link testing for AI data centers. The partnership is aimed at addressing demand for advanced testing solutions as AI driven workloads expand across data center infrastructure. The joint venture marks an expansion of Teradyne's presence in a segment closely tied to next generation computing and connectivity. Teradyne is known for automated test equipment used across semiconductors and...

If you are wondering whether Elanco Animal Health's current share price around US$24.75 still offers value, this article walks through what the numbers are saying rather than the headlines. The stock has returned 0.3% over the last 7 days, 9.9% over the last 30 days and year to date, and 111.2% over the last year, with a 79.5% return over 3 years and a 13.0% decline over 5 years, which gives mixed signals about how the market has priced it over different time frames. Recent coverage of...

The Supreme Court of British Columbia has granted final approval to Coeur Mining's acquisition of New Gold. The ruling marks a key milestone toward completing a major merger in the North American precious metals sector. The transaction still depends on remaining regulatory clearances before closing. For investors watching NYSE:CDE, this court decision puts Coeur Mining closer to integrating New Gold into its business. The company last closed at $20.32, with a very large 1 year return and a...

If you are wondering whether GameStop's current share price lines up with its underlying value, you are not alone. This article is designed to walk you through that question step by step. Over shorter time frames the stock has been volatile, with returns of 7.7% over the last week, 25.4% over the last month and year to date, while the 1 year and 5 year returns sit at 1.0% and 74.4% respectively. Recent headlines around GameStop have continued to focus on its role as a high profile retail...

If you are wondering whether Klarna Group shares are starting to look interesting at current levels, this article will walk through what the recent price and fundamentals might be telling you about value. The stock last closed at US$22.92, after a 15.5% decline over the past week and a 19.8% decline over the past month. Such moves can change how the market views both its potential and its risks. Recent headlines around Klarna Group have focused on its position in the buy now, pay later space...

Goldman Sachs Group (NYSE:GS), through Goldman Sachs Alternatives, has led a major funding round for Fieldguide, an AI native accounting and audit platform. The deal signals GS's push beyond its core banking and trading activities into AI driven enterprise software tied to professional services. The investment focuses on technology aimed at addressing sector wide issues such as the talent shortage in accounting and audit. For you as an investor, this move sits at the intersection of...

Dow (NYSE:DOW) has launched its "Transform to Outperform" plan, a broad restructuring of its operations. The company plans to cut about 4,500 jobs, or roughly 12% of its workforce, as part of a wider efficiency push. The initiative increases Dow's focus on artificial intelligence and automation to simplify processes and raise productivity. The transformation is designed to streamline the business and adjust its cost base, with implications for employees and long term competitiveness. Dow is...

Halliburton stock at a glance after recent performance Halliburton (HAL) has drawn fresh attention after a mixed short term run, with a 2.1% decline over the past day and a 3.9% decline over the past week, alongside gains over the past month and past 3 months. See our latest analysis for Halliburton. At a share price of $32.83, Halliburton’s recent 1 month share price return of 10.91% and 1 year total shareholder return of 32.52% point to momentum that has picked up after a softer patch over...

With no single headline event setting the tone, PayPal Holdings (PYPL) is drawing attention as investors revisit the stock after a year of negative returns and consider its current share price near $52. See our latest analysis for PayPal Holdings. Recent trading has been weak, with a 7 day share price return of 7.54%, a 30 day share price return of 9.99% and a 90 day share price return of 20.81%. The 1 year total shareholder return of 41.40% and 5 year total shareholder return of 81.41%...

If you are wondering whether Constellation Energy's share price matches its underlying value, you are not alone. This article will walk through what the current market price might be implying. The stock recently closed at US$270.88, with a 7 day return of a 5% decline, a 30 day return of a 26% decline, a year to date return of a 26% decline, but a 3 year return that is very large at 233.4%. Recent news coverage has focused on Constellation Energy's role within the US utilities sector and how...