U.S. Specialized REITs Stock News

Retirement has quietly entered a new phase. Instead of shifting almost everything into cash and bonds at age 65, many investors are being encouraged to keep 40% to 80% in equities to help manage inflation and longer lifespans. As a result, a larger share of retirement money could flow toward certain stocks and funds, while others may see less attention. This article examines three stocks from our Retirement Income Growth Stocks With Equity Allocation Tailwinds screener that stand out as...

MannKind Corporation recently reported its second-quarter 2026 results, with revenue rising to US$109.37 million from US$76.53 million a year earlier while moving from a small net profit to a net loss of US$19.03 million. A few days earlier, MannKind released positive Phase 1b data for its inhaled nintedanib in idiopathic pulmonary fibrosis, underscoring the potential of its Technosphere platform to extend into high-need lung indications beyond its current commercial products. We’ll now...

Spotify Technology has fallen sharply over the past year but still screens as attractively priced on Simply Wall St's intrinsic value checks, with the Discounted Cash Flow (DCF) estimate pointing to a meaningful gap to the current share price even as market multiples suggest the stock is closer to fair. Spotify Technology has returned about 252% over the past 3 years, which means investors are now weighing a strong multi year run against whether the current price still offers enough...

UroGen Pharma stock has delivered very strong share price returns over the past five years, yet its current valuation checks and market multiples now suggest the shares are closer to fairly priced than a clear bargain. UroGen Pharma has returned about 210% over the last 5 years, which puts recent gains front and center when judging whether the current price already reflects much of that success. Expectations around UroGen Pharma’s ability to grow revenue and eventually convert its pipeline...

Berkshire Hathaway’s renewed buying spree under Greg Abel, including a US$10b move into Alphabet and billions more in equities, has turned a quiet market narrative into something far more exciting for stock pickers. When a giant like Berkshire starts writing big checks again, many investors worry about missing the next wave of opportunity. This article looks at three stocks tied to that shift and how this renewed confidence could matter for your portfolio decisions. Berkshire Hathaway...

Global Partners (GLP) is back on investor radar after reporting second quarter 2026 results, with higher sales, net income, earnings per unit, and a recent cash distribution announcement drawing fresh attention to the stock. See our latest analysis for Global Partners. The latest earnings release and July cash distribution decision have arrived alongside a solid share price trend for Global Partners, with the stock up 18.74% year to date on a share price return basis and a 5.09% total...

Meta Platforms stock has pulled back this year even though the valuation work still leans positive, with the Discounted Cash Flow (DCF) intrinsic value estimate and earnings based multiples both pointing to an undervalued share price relative to those fundamentals. Meta Platforms has returned about 98% over the past 3 years, which means many investors are now asking whether the recent share price leaves enough room for further value to be realised. Heavy investment in AI infrastructure and...

In late July 2026, InterDigital, Inc. reported that second-quarter sales fell to US$260.17 million and net income to US$116.37 million, yet also updated investors on ongoing share repurchases. Despite weaker quarterly results, the company raised its full-year 2026 revenue and earnings guidance, signaling management confidence in a stronger second half. Next, we’ll examine how InterDigital’s upgraded full-year 2026 guidance reshapes the existing investment narrative around its earnings...

In the second quarter of 2026, Scorpio Tankers Inc. reported net income of US$387.54 million and sharply higher earnings per share versus a year earlier, alongside strong first-half results. The company also continued returning cash to shareholders through a US$0.45 quarterly dividend and extensive share repurchases that have retired more than a quarter of its shares since 2023. Next, we’ll examine how this surge in profitability and recent share repurchases interact with Scorpio Tankers’...

AeroVironment stock has delivered a strong 3 year run, yet its current valuation signals are split, with a Discounted Cash Flow (DCF) intrinsic value estimate indicating about 10.3% upside while market based multiples point to a richer pricing and an overall low value score. AeroVironment has returned 95.2% over the past 3 years, which puts recent share price weakness into the context of a much stronger longer term move. The recent collaboration with Applied Intuition on uncrewed teaming...

Glaukos (GKOS) is back in focus after reporting record second quarter net sales, supported by iDose TR and the Epioxa launch, and raising its full year 2026 net sales guidance. See our latest analysis for Glaukos. The earnings beat and higher 2026 sales guidance have fed into strong momentum for Glaukos, with a 30 day share price return of 17.69% and year to date share price return of 62.59%. Over a longer horizon, the 1 year total shareholder return of 112.66% suggests recent enthusiasm has...

Earnings and Buyback Activity Set the Context for Asbury Automotive Group Stock Asbury Automotive Group (ABG) recently reported second quarter 2026 results, with revenue of US$4,384.6 million and net income of US$114.6 million, alongside ongoing share repurchases under its multi year buyback program. From April to June 2026, the company repurchased 668,000 shares for US$131 million, completing 2,855,333 shares bought back in total. This retirement of stock influences per share metrics and can...

What Omnicom Group’s Latest Earnings Mean For Investors Omnicom Group (OMC) just released second quarter 2026 results that showed higher sales, net income, and earnings per share compared with a year earlier. These figures, combined with an active buyback program, have drawn fresh attention to the stock. See our latest analysis for Omnicom Group. Omnicom Group’s recent earnings update and completed buyback come alongside a 30 day share price return of 8.45% and a 90 day share price return of...

After high profile hacks at AI platforms such as Hugging Face and Anthropic’s Claude, cybersecurity stocks are in the spotlight for all the right and wrong reasons. Risks feel sharper, and that can quickly reshape where capital flows next. For investors, that mix of fear and urgency can create openings. This article looks at 3 cybersecurity stocks exposed to the latest AI security shock and why they may deserve a closer look. The stocks highlighted below are just a starting sample, and the...

Rayonier earnings and buyback update Rayonier (RYN) reported second quarter 2026 results this week, with earnings per share from continuing operations unchanged year over year, while total net income was significantly lower and the share repurchase program advanced. See our latest analysis for Rayonier. Despite stable earnings per share from continuing operations, Rayonier’s recent second quarter report and ongoing buybacks have not translated into strong overall returns. The share price at...

In recent weeks, Dr. Reju-All announced the nationwide rollout of five clinically focused skincare products into select Ulta Beauty stores and online, while Pacsun and Ulta Beauty revealed an exclusive fashion-and-beauty collaboration alongside the opening of a new San Antonio location offering products and salon services. Together, these partnerships and footprint expansion moves highlight Ulta Beauty’s push to broaden its assortment, reach younger shoppers, and deepen its presence across...

What Snap’s latest earnings mean for shareholders Snap (SNAP) just reported second quarter 2026 results, with sales of US$1.6b and a net loss of US$164m, triggering fresh attention on whether the stock’s recent rally has support. See our latest analysis for Snap. Snap’s recent earnings update has coincided with a sharp shift in sentiment, with the 7 day share price return of 13.65% and 30 day share price return of 15.12% contrasting with a year to date share price decline of 34.44% and a 5...

Futu Holdings stock has fallen sharply over the past year, yet the intrinsic value estimate from the Excess Returns model and the market multiples both point to the shares trading at a discount to fair value. Over the last 3 years, Futu Holdings has returned 130.1%, which sets a strong recent track record compared with its weaker shorter-term share price performance. Expectations for continued growth in its online brokerage and wealth management operations can support the current valuation...

General Dynamics (NYSE:GD) elected company president Danny Deep to its board of directors. Deep is a long-serving executive with extensive operational experience within General Dynamics. The board appointment adds current executive leadership directly into the company’s governance structure. For readers watching leadership shifts at major industrial contractors and looking for more ideas in related areas, the next place to explore is 36 power grid technology and infrastructure...

Alphabet stock has delivered a very strong 175.9% return over the past three years, yet current valuation checks suggest the share price still sits at a discount to the company’s estimated intrinsic value based on a Discounted Cash Flow (DCF) approach. With AI spending ramping up and fresh headlines around bond issuance, leadership changes and regulation, investors are weighing whether the current price already reflects these moving parts. A 175.9% gain over three years highlights how...

AllianceBernstein Holding (NYSE:AB) is assessing the impact of the European Union's new Carbon Border Adjustment Mechanism on its approach to carbon emissions and portfolio oversight. The firm is reviewing how CBAM related carbon pricing on imports into the EU could affect cost structures and competitiveness for companies held across its funds. AllianceBernstein is incorporating the CBAM framework into its research process to better understand regulatory risks linked to carbon efficiency for...

Ichor Holdings (ICHR) drew attention after reporting second quarter 2026 results that moved back to a small net profit and issuing earnings guidance for the third quarter that indicates higher expected revenue and EPS. See our latest analysis for Ichor Holdings. The earnings return to profit and third quarter guidance arrived after a very strong run for Ichor Holdings, with the year to date share price return of 234.74% and a 1 year total shareholder return of 291.74%. This comes even though...

Debt redemption plans put Korn Ferry stock in focus Korn Ferry (KFY) has issued a conditional notice to redeem its 4.625% Senior Notes due 2027, a US$400 million obligation. This move is drawing attention to how the company is managing its balance sheet. See our latest analysis for Korn Ferry. The share price has gained momentum in recent months, with a 30 day share price return of 17.88% and a 90 day share price return of 24.03%. The 3 year total shareholder return of 72.14% points to...

Why Guardant Health’s latest earnings matter for investors Guardant Health (GH) just released second quarter 2026 results, reported a wider net loss alongside higher sales, raised full year revenue guidance, and filed a broad shelf registration covering multiple types of securities. For investors, these updates highlight three key areas to watch. First is how the higher sales and continued losses affect the company’s path toward profitability. Second is what the revised 2026 revenue outlook...