U.S. Specialized REITs Stock News

Okta, Inc. (NasdaqGS:OKTA) has released new research on AI security, highlighting significant gaps in how enterprises govern AI agents. The company has introduced a product called Okta for AI Agents, designed to manage AI agents as identities within existing security frameworks. Okta’s findings indicate that most enterprises use AI agents, while about 90% do not yet have adequate policies and controls for these non-human identities. For investors tracking cybersecurity and identity...

EVgo (EVGO) has just opened its Q1 2026 earnings season story with trailing 12 month revenue of about US$384.1 million and a basic EPS loss of US$0.31, setting a clear top line scale against an ongoing bottom line loss. Over recent quarters the company has seen quarterly revenue move from US$67.5 million in Q3 2024 to US$118.5 million in Q4 2025, while quarterly basic EPS has ranged from a loss of US$0.11 to a loss of US$0.04 over the same period. This frames a business that is adding revenue...

HealthStream (HSTM) sets the stage with steady top line and mixed earnings signals HealthStream (HSTM) has kicked off its Q1 2026 earnings season with a recent track record that shows quarterly revenue ranging from about US$73.5 million to US$79.7 million over 2025, alongside basic EPS between roughly US$0.09 and US$0.21. Over the same period, the company has seen revenue move from US$73.1 million in Q3 2024 to US$79.7 million in Q4 2025. Trailing twelve month EPS has sat between about...

Q1 2026 results set the tone EverQuote (EVER) has just put fresh numbers on the table, with recent quarterly revenue of about US$195 million and basic EPS of US$1.60 setting the headline for its latest update after a year in which trailing twelve month EPS reached US$2.75 on revenue of roughly US$692.5 million. Over the last few reported quarters, the company has seen revenue move from US$147.5 million in Q4 2024 to US$195.3 million in Q4 2025. Quarterly basic EPS stepped from US$0.35 to...

Paramount Skydance (PSKY) has opened Q1 2026 earnings season with recent quarterly revenue in the range of about US$6.7b to US$8.1b and EPS swinging between a profit of US$0.23 and a loss of US$0.52 over the last four reported quarters, setting a cautious backdrop for investors focused on profitability. Over that period, the company has seen revenue move from US$7.2b in Q1 2025 to US$8.1b in Q4 2025, while basic EPS shifted from US$0.23 in Q1 2025 to a loss of US$0.52 in Q4 2025, reflecting...

If you are wondering whether Newmont at around US$109 per share still offers value, the answer depends on how you look at what the market is currently pricing in. The stock has pulled back over the last week and month, with a 0.8% decline over 7 days and a 4.4% decline over 30 days, yet it still shows returns of 7.7% year to date and 102.2% over the past year. These moves sit against a backdrop of ongoing attention on gold producers and large miners, as investors reassess how precious metals...

Q1 earnings, dividend and buyback activity Expand Energy (EXE) recently reported first quarter 2026 results, with revenue of US$4,397 million and net income of US$1,159 million, alongside a return to positive earnings per share from continuing operations. The company also affirmed a quarterly base dividend of US$0.575 per share, scheduled for June 4, 2026, and completed a share repurchase tranche covering 0.99% of its stock since late 2024. See our latest analysis for Expand Energy. EXE's...

If you are wondering whether Booking Holdings is starting to look attractively priced, the recent share performance gives you a lot to think about. The stock closed at US$167.63, with returns of 3.3% decline over 7 days, 0.1% decline over 30 days, 21.3% decline year to date and 18.2% decline over 1 year, set against longer term returns of 62.0% over 3 years and 89.9% over 5 years. Recent coverage has focused on Booking Holdings in the context of broader travel and online booking trends, as...

Lumentum Holdings (LITE) is back in focus after third quarter results showed revenue of US$808.4 million and net income of US$144.2 million, alongside guidance pointing to sustained AI infrastructure demand. See our latest analysis for Lumentum Holdings. The latest earnings, the new short leveraged ETF tied to Lumentum, and attention on its role in AI optics have coincided with strong momentum, including a 113.6% 90 day share price return and very large multi year total shareholder returns,...

Latest Results Snapshot Crawford (CRD.B) has kicked off Q1 2026 reporting season with recent figures that show quarterly revenue moving between US$308.5 million and US$347.3 million over the past six reported periods, while basic EPS has ranged from a loss of US$0.15 to a profit of US$0.25 per share. Trailing twelve month EPS most recently stood at US$0.40 on net income of US$19.6 million. The company has seen revenue shift from US$347.3 million in Q4 2024 to US$308.5 million in Q4 2025, with...

Ameriprise Financial, Inc. has already reported first-quarter 2026 results, with revenue rising to US$4,886 million and net income to US$915 million, alongside higher basic and diluted earnings per share from continuing operations compared with a year earlier. On the same day, the board approved a 6% increase in the regular quarterly dividend to US$1.70 per share and completed a meaningful portion of its ongoing share repurchase program, highlighting continued emphasis on shareholder...

Axon Enterprise stock performance snapshot Axon Enterprise (AXON) has drawn attention after recent trading, with the stock closing at US$380.60 and showing negative returns over the past week, month and past 3 months, alongside a negative 1 year total return. See our latest analysis for Axon Enterprise. Recent trading has been weak, with a 1 month share price return of a 7.86% decline, adding to a 32.45% decline year to date, even though the 5 year total shareholder return is 206.71%. As a...

In early May 2026, MercadoLibre confirmed it had released its Q1 2026 results on May 7 and held a video conference, call, and webcast to discuss performance across its Latin American e-commerce and fintech ecosystem. Analysts and data providers highlighted mixed earnings estimate revisions but pointed to ongoing product innovation, AI-driven initiatives, and insider buying as reasons for sustained interest in MercadoLibre’s integrated commerce and payments platform. We’ll now examine how...

In recent months, Sea’s fundamentals have shifted, with paying users increasing, earnings per share turning positive, and free cash flow margins improving, while Shopee’s Chief Product Officer executed a small pre-planned share sale that left his large overall stake largely unchanged. At the same time, Sea’s fintech arm Monee has become a central growth engine, using offerings like SPayLater and consumer loans to deepen Shopee conversion and extend financial services beyond the core...

KKR (NYSE:KKR) is reportedly weighing a potential $10b sale of Flora Food Group, its spreads business acquired from Unilever. Renewed buyer interest follows earlier talks that did not lead to a transaction. The firm has also moved into the next round of bidding for UP Education, a major tertiary education provider in Australasia. KKR is viewed as a frontrunner in the UP Education process, which could involve capital from its record North America private equity fund. For investors tracking...

Public Service Enterprise Group (PEG) has just wrapped up Q1 2026 with investors looking back at a run of recent results that include Q4 2025 revenue of US$2,915 million, basic EPS of US$0.63 and trailing 12 month EPS of US$4.23 on revenue of US$12.2 billion, backed by 19.1% earnings growth over the past year. Over recent quarters, revenue has ranged from US$2,642 million to US$3,226 million while quarterly EPS has moved between US$0.57 and US$1.25. This sets the backdrop for trailing net...

Kosmos Energy (KOS) opened Q1 2026 with recent quarterly revenue of US$294.9 million and a basic EPS loss of US$0.79 in Q4 2025, alongside net income excluding extra items of a US$377.1 million loss. Over the prior quarters, the company reported revenue of US$407.8 million in Q3 2024, US$392.9 million in Q2 2025, and US$311.2 million in Q3 2025, while basic EPS moved from a profit of US$0.10 in Q3 2024 to a loss of US$0.26 in Q3 2025. For investors, the latest print keeps attention on how...

Q1 2026 earnings snapshot Cummins (CMI) has kicked off 2026 with Q1 results that follow a year where trailing 12 month revenue sat at US$33.7b and Basic EPS was US$20.62, alongside a net income of US$2.8b. Over the last six reported quarters, revenue has ranged from US$8.2b to US$8.6b per quarter while Basic EPS moved between US$3.04 and US$6.46, giving investors a clear view of how earnings track against a relatively tight revenue band. With margins that recently eased from prior levels, the...

Strong quarter puts Silicon Motion Technology (SIMO) in focus Silicon Motion Technology (NasdaqGS:SIMO) is on many investors’ radar after first quarter 2026 earnings, with sales of US$342.11 million and net income of US$66.8 million compared with the prior year’s reported figures. See our latest analysis for Silicon Motion Technology. The stock’s recent move has been hard to miss, with a 4.95% 1 day share price return, a 109.32% 1 month share price return and a 365.91% 1 year total...

Hess Midstream (HESM) opened 2026 earnings season with Q1 results that sit against a backdrop of 2025 revenue between US$382 million and US$420.9 million per quarter and basic EPS ranging from US$0.65 to US$0.75, with trailing 12 month revenue at US$1.62 billion and basic EPS of US$2.87. Over the last year, revenue has moved from US$378.5 million in Q3 2024 to US$404.2 million in Q4 2025, while basic EPS has shifted from US$0.63 to US$0.72, giving investors a clear view of how both the top...

Boise Cascade (BCC) has just reported its Q1 2026 results against a backdrop where recent quarters showed Q4 2025 revenue of about US$1.5b and basic EPS of roughly US$0.24, alongside trailing 12 month revenue of about US$6.4b and basic EPS of US$3.54. Over the past six reported quarters, revenue has ranged from roughly US$1.5b to US$1.7b while quarterly EPS has moved between about US$0.24 and US$2.34. This sets up the latest update as a check in on how margins are holding up across the...

AvalonBay Communities, Inc. recently reported past first-quarter 2026 results showing higher revenue of US$770.28 million and net income of US$325.73 million, issued new EPS guidance for the second quarter and full year 2026, completed US$500 million in share repurchases across two authorizations, and filed a US$40 million ESOP-related common stock shelf registration. This combination of stronger earnings, fresh guidance, and active capital management highlights how AvalonBay is balancing...

In late April 2026, Ford Motor reported first-quarter revenue of US$43,253 million and net income of US$2,548 million, declared a US$0.15 quarterly dividend, and later named Maria Ricciardone as its next chief investor relations officer, effective May 1, 2026. These updates came just as Ford disclosed a 14.4% April US sales decline, especially in electrified vehicles, prompting broad employee-pricing incentives to support demand and raising fresh questions about the balance between volume...

If you are wondering whether ICON's current share price reflects its underlying value, the recent moves in the stock give you a timely reason to take a closer look. The stock recently closed at US$121.32, with returns of 18.4% over 7 days and 6.2% over 30 days, set against a year-to-date return of a 35.7% decline and a 10.2% decline over the past year. These price moves have come as ICON continues to attract attention in the contract research and life sciences outsourcing space, where...