U.S. Specialized REITs Stock News

In late January 2026, Weyerhaeuser reported fourth-quarter 2025 net income of US$74 million, slightly lower than the prior year, while also completing a US$61.17 million share repurchase program initiated in May 2025. Despite modest quarterly earnings, the company’s expanded Climate Solutions and biocarbon initiatives, alongside its multiyear growth strategy through 2030, have attracted renewed analyst optimism about its broader business trajectory. With Weyerhaeuser’s recent focus on...

Allient stock: recent performance snapshot Allient (ALNT) has drawn investor interest after recent share price moves, with the stock showing a 3.0% gain over the past week and a 5.8% rise over the past month. See our latest analysis for Allient. At a share price of $61.69, Allient has pulled back over the last day but still sits comfortably ahead of its earlier levels, with a 90 day share price return of 22.11% and a 1 year total shareholder return of 150.73%, suggesting recent momentum has...

Netflix (NasdaqGS:NFLX) is pursuing a proposed acquisition of Warner Bros. Discovery that is under active review in the U.S. and Europe. Co CEO Ted Sarandos has testified before a U.S. Senate committee as lawmakers raise antitrust concerns about the size and impact of the deal. Regulators are examining potential effects on streaming competition, media diversity, and jobs across the combined business. For you as an investor, this puts Netflix's core streaming business and content library in...

CareDx, Inc. has announced that pivotal 24‑month clinical validation data from its ACROBAT study of AlloHeme, an AI-powered NGS blood test for post‑transplant relapse monitoring in AML and MDS patients, will be presented at the 2026 Tandem Meetings in Salt Lake City. This presentation, spanning 11 U.S. transplant centers and building on earlier interim data, marks an important milestone for establishing AlloHeme’s real‑world clinical utility in hematologic malignancy relapse...

Sonos (SONO) opened its 2026 financial year with Q1 revenue of US$545.7 million and basic EPS of US$0.78, alongside net income of US$93.8 million. This set a clear marker after last year’s mixed quarters. The company’s quarterly revenue moved from US$550.9 million in Q1 2025 to US$545.7 million in Q1 2026, while basic EPS shifted from US$0.41 to US$0.78 over the same period. These figures highlight how near term profitability is intersecting with longer term expectations around growth and...

N-able, Inc. recently announced enhanced AI capabilities across its cyber resilience platform, applying agentic AI to endpoint management, security operations, and data protection for small- and medium-sized businesses. By harnessing telemetry from more than 11 million managed endpoints and over 25,000 technology service providers, N-able is turning vast operational data into unified, AI-driven tools that aim to reduce complexity while strengthening cyber defenses. We’ll now examine how...

Knight-Swift Transportation Holdings recently appointed industry veteran Joe Vitiritto as president, effective February 2, following a quarter in which the company reported a net loss amid a prolonged weak freight market. The move places an executive with deep prior experience at Knight-Swift and recent CEO tenure in trucking at the center of efforts to balance cost discipline with ambitions for profitable growth. We’ll now examine how Vitiritto’s return to Knight-Swift and focus on cost...

Eaton (ETN) has wrapped up FY 2025 with fourth quarter revenue of US$7.1b and basic EPS of US$2.92 on net income of US$1.1b, giving investors a clear set of headline numbers to work with as they assess the latest results. Over recent quarters, revenue has moved from US$6.2b in Q4 2024 to a range between US$6.4b and US$7.1b through 2025, while quarterly EPS has sat between US$2.46 and US$2.92, framed by a trailing twelve month EPS of US$10.48 and net income of US$4.1b that link directly to the...

Eastern Bankshares, Inc. recently reported full-year 2025 results showing net interest income of US$828.6 million and net income of US$88.2 million, alongside a regular quarterly dividend of US$0.13 per share payable on March 20, 2026 to shareholders of record on March 6, 2026. The company also completed a share repurchase of 3,100,000 shares for US$55.4 million and reported quarterly net charge-offs of US$9.8 million, or 0.18% of average total loans, highlighting its ongoing capital...

Calix, Inc.'s ( NYSE:CALX ) earnings announcement last week was disappointing for investors, despite the decent profit...

In late January 2026, Telekom Srbija Group and its subsidiary Mtel announced they are using Ciena's WaveLogic 5 Extreme–powered 6500 Packet-Optical Platform to deliver 800 Gb/s capacity on a 150-kilometer fiber link between Serbia and Bosnia-Herzegovina, while Trans Pacific Networks is deploying Ciena’s optical solutions on its Echo and Tabua subsea cables across Asia-Pacific. These projects, supported by regional integrator IGMAKO Smart Solutions and TPN’s focus on terabit wavelengths,...

Why Bel Fuse is on investors’ radar today Bel Fuse (BELF.A) has been drawing attention after a strong run in recent months, with the stock showing a one-month return of 24.5% and a three-month return of 37.7%. See our latest analysis for Bel Fuse. That recent momentum, with a 24.5% 30 day share price return and 37.7% 90 day share price return, sits alongside a very large 5 year total shareholder return. This suggests that investors have been steadily reassessing Bel Fuse’s growth prospects...

In recent months, Bloom Energy has secured a US$2.65 billion fuel cell order from American Electric Power and a US$5 billion partnership with Brookfield Asset Management to power AI-focused facilities, while also reporting a shift from operating losses to operating income by late 2025. These multi‑year agreements with blue‑chip utility and infrastructure partners highlight how Bloom’s solid oxide fuel cells are becoming a core solution for power‑hungry data centers facing grid connection...

Murphy USA (MUSA) just released its fourth quarter and full year 2025 results, with fourth quarter earnings per share above Wall Street estimates, putting fresh attention on fuel margins and customer traffic trends. See our latest analysis for Murphy USA. The fourth quarter beat and recent commentary around fuel margins appear to line up with a strong run in the shares, with a 90 day share price return of 24.68% and a 3 year total shareholder return of 71.27%. However, the 1 year total...

Reinsurance Group of America (NYSE:RGA) has joined partners in acquiring a large industrial real estate project in Portland. The company has also announced recent changes within its executive leadership team. These developments reflect active capital deployment and internal organizational adjustments. For you as an investor, NYSE:RGA sits at the intersection of life and health reinsurance and broader capital management, including investments that support its long term obligations. Large...

trivago (NasdaqGS:TRVG) has capped FY 2025 with fourth quarter revenue of €119.96 million and basic EPS of €0.21, setting up a cleaner profit picture after earlier losses in the year. Over recent periods, revenue has moved from €94.78 million in Q4 2024 to €119.96 million in Q4 2025, while quarterly EPS has shifted from €0.07 a year ago through losses of €0.11 and €0.09 in Q1 and Q2 2025 to €0.16 in Q3 and €0.21 in Q4. This gives investors a clearer read on how the business is converting...

MarketAxess Holdings Inc. announced that Douglas Cifu, co-founder and former CEO of Virtu Financial, and Kenneth Schiciano, senior advisor at TA Associates, were elected to its Board of Directors, effective March 1, 2026. The appointment of two leaders with deep experience in financial technology, market structure, and private equity suggests MarketAxess is reinforcing its governance bench with expertise closely tied to its electronic trading focus. Next, we will examine how adding a former...

If you are wondering whether Charles Schwab still offers good value at its current share price, or if most of the upside has already been priced in, this article breaks down what the numbers are actually saying about the stock today. The share price recently closed at US$103.88, with returns of 0.4% over 7 days, 0.1% over 30 days, 2.3% year to date, 28.4% over 1 year, 34.6% over 3 years and 99.1% over 5 years. This naturally raises questions about where valuation stands now. Recent headlines...

CONMED (CNMD) shares were in focus after the company reported fourth quarter and full year 2025 results, issued 2026 revenue guidance, and highlighted momentum in orthopedics and high growth surgical segments. See our latest analysis for CONMED. At a share price of US$39.93, CONMED has seen short term momentum pick up, with a 1 day share price return of 2.94% and 7 day share price return of 3.21%. However, the 1 year total shareholder return of 45.45% and 5 year total shareholder return of...

Dime Community Bancshares, Inc. recently announced plans to redeem at par on March 30, 2026 its US$40,000,000 Fixed/Floating Subordinated Debentures due 2030, alongside Board authorization for a share repurchase program covering up to 1,566,947 shares and the declaration of a quarterly preferred dividend of US$0.34375 per Series A share. Taken together with its latest earnings outperformance, this combination of debt redemption, buyback authorization, and continued preferred dividends...

In recent weeks, AppLovin has been caught in a broader software sell-off as investors reassessed the impact of new AI tools, such as Google’s Genie 3 and Project Genie, and emerging AI ad-tech challengers on established mobile advertising and app-monetization platforms. At the same time, several Wall Street analysts have argued that fears about AI displacing AppLovin’s role in game discovery, user acquisition and monetization may be overstated, keeping the company at the center of the debate...

The Latin American e-commerce market is set for significant growth through developments in instant payments, marketplace ecosystems, and omnichannel retail strategies. Integrating fintech solutions and upgrading logistics capabilities present considerable opportunities, as cross-border trade flows become a key competitive area among major regional players. The market is projected to expand from $158.1 billion in 2024 to approximately $235.7 billion by 2029, driven by increased adoption of...

Key Insights Institutions' substantial holdings in QuickLogic implies that they have significant influence over the...

RXO, Inc. ( NYSE:RXO ) shareholders have had their patience rewarded with a 29% share price jump in the last month...